BudgetAllocation

Represents a subsection of a Budget that shows where allocated resources are being applied. This object is available in API version 53.0 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 Grants Management or Grantmaking license is enabled, Grants Management or Grantmaking is enabled, and the Manage Budgets system permission is assigned to users.

Fields

Amount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The total amount of allocated funds.

BudgetCategoryValueId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The budget category value that’s associated with the grants allocation.

This field is a relationship field.
Relationship Name: BudgetCategoryValue
Relationship Type: Lookup
Refers To: BudgetCategoryValue

BudgetId

Type: reference
Properties: Create, Filter, Group, Sort
Description: The budget that this allocation is related to.

This field is a relationship field.
Relationship Name: Budget
Relationship Type: Master-Detail
Refers To: Budget

FundingDisbursementId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The funding disbursement associated with the budget allocation.

This field is available from API version 58.0 and later.

This field is a relationship field.
Relationship Name: FundingDisbursement
Relationship Type: Lookup
Refers To: FundingDisbursement

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: A descriptive name for the allocation.

Quantity

Type: double
Properties: Create, Filter, Nillable, Sort, Update
Description: The total quantity amount allocated for non-currency projects.

Status

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The status of the budget allocation.
Possible values:
- Allocated
- Committed
- Finalized

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.

BudgetAllocationFeed: Feed tracking is available for the object.
BudgetAllocationHistory: History is available for tracked fields of the object.