BudgetCategoryValue

Captures budget values for category and time period. This object is available in API version 57.0 and later.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations. 

Important

Supported Calls

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

Special Access Rules

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

Fields

Field Details
ActualAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The actual amount of the budget that was used.
This field is available from API version 59.0 and later.
ActualQuantity
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
The actual quantity of the budget that was used.
This field is available from API version 59.0 and later.
Amount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The planned amount for the budget.
BudgetCategoryId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The ID that's associated with this budget category value.
This field is a relationship field.
Relationship Name
BudgetCategory
Relationship Type
Master-Detail
Refers To
BudgetCategory
BudgetDivisionId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The budget period that's associated with the budget category value.
This field is a relationship field.
Relationship Name
BudgetDivision
Relationship Type
Lookup
Refers To
BudgetPeriod
Comments
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The comments about how the budget was used.
This field is available from API version 59.0 and later.
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
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
The name of this budget category value.
Quantity
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
The planned quantity for the budget. Use when establishing budgets for non-currency projects.
VarianceAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
The amount over or under the planned budget that was used.
This field is available from API version 59.0 and later.
This field is a calculated field.
VarianceQuantity
Type
double
Properties
Filter, Nillable, Sort
Description
The quantity over or under the planned budget that was used.
This field is available from API version 59.0 and later.
This field is a calculated field.

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.

BudgetCategoryValueFeed
Feed tracking is available for the object.
BudgetCategoryValueHistory
History is available for tracked fields of the object.