Budget

Tracks an estimate of future revenue or expenses during a specific time period. This object is available in API version 53.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

This object is available only if the Grants Management or Grantmaking license is enabled, Grants Management or Grantmaking is enabled, and the Manage Budgets system permission is assigned to users.

Fields

Field Details
AccountId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The account associated with the budget.
This field is available from API version 58.0 and later.
This field is a relationship field.
Relationship Name
Account
Relationship Type
Lookup
Refers To
Account
Amount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The total amount of funds for a budget shown in currency format.
EstimatedUtilizationAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The amount that's estimated to be utilized from the budget.
Description
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The description of the budget and its related business processes.
IsSubmitted
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether the budget has been submitted. This field is available from API version 58.0 and later.
The default value is false.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed a record related to this record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed this record.
Name
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
Name of the budget.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
ID of the owner who owns the record.
This field is a polymorphic relationship field.
Relationship Name
Owner
Relationship Type
Lookup
Refers To
Group, User
ParentBudgetId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the associated parent budget.
This field is available from API version 56.0 and later.
This field is a relationship field.
Relationship Name
ParentBudget
Relationship Type
Lookup
Refers To
Budget
PeriodEndDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The end of the date range for which the budget applies.
PeriodName
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The name of the time period to which the budget applies.
PeriodStartDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The beginning of the date range for which the budget applies.
ProgramId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The program associated with the budget.
This field is available from API version 58.0 and later.
This field is a relationship field.
Relationship Name
Program
Relationship Type
Lookup
Refers To
Program
Quantity
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
The quantity used to track a budget for non-currency projects. For example, this could be number of hours or number of resources.
Status
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The status of the budget.
Possible values are:
  • Active
  • Archived
  • Planned
Type
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Categorizes the budget by how it will be used.
Possible values are:
  • Department
  • Program
  • Project
UtilizedAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The amount that has already been utilized from the budget.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

BudgetFeed
Feed tracking is available for the object.
BudgetHistory
History is available for tracked fields of the object.
BudgetOwnerSharingRule
Sharing rules are available for the object.
BudgetShare
Sharing is available for the object.