View All Budget Planning Scenarios Fund Data by Portfolio and Plan Period
get
/api/restapi/budgetPlanningScenario/fund/byPortfolioId
Send a request to this endpoint to view all Budget Planning Scenarios with Fund data under parent with codes matching the code fields in query parameters.
Request
Query Parameters
-
planPeriod(required): integer(int32)
The period during which budget is allocated to projects within the plan.
This value determines the year in which budget planning timescales start.
You can set the planning period to either the current or following year. For example, if the year is 2020 the latest planning period you can set is 2021.
After the planning period for a budget plan has been set it cannot be changed.
This is a required field. -
portfolioId(required): integer(int64)
The system-generated identifier of a portfolio.
This is a required field.
There's no request body for this operation.
Back to TopResponse
Supported Media Types
- application/json
200 Response
Successful operation
Root Schema : List<ApiEntityFundPlanningScenario>
Type:
array
Title:
Show Source
List<ApiEntityFundPlanningScenario>
-
Array of:
object ApiEntityFundPlanningScenario
Title:
ApiEntityFundPlanningScenario
Nested Schema : ApiEntityFundPlanningScenario
Type:
object
Title:
Show Source
ApiEntityFundPlanningScenario
-
breakdownEnabled: boolean
The setting to convey whether Capital and Expense is enabled for a portfolio.
-
breakdownType: string
Allowed Values:
[ "CAPITAL", "EXPENSE" ]
The sub-cost curve to which the existing portfolio cost data will be mapped. -
capitalPlanId: integer
(int64)
The system-generated identifier of the Capital Plan.
-
capitalPlanStatus: string
Allowed Values:
[ "IN_PLANNING", "CLOSED", "APPROVED", "REVISING" ]
The current budget status of a portfolio. The status is set based on the status of the scenarios and cannot be edited manually.
In Planning: The portfolio is currently going through the budget planning process and contains one or more scenarios in planning. In planning is the default budget status.
Revising: The portfolio currently has one scenario with a status of approved, and another with a status of Under Review, Shared, or Under Approval.
Approved: The portfolio contains a scenario that has gone through the approval process and has been approved. -
createDate: string
(date-time)
The created date of the Budget Plan Scenario .
-
createdBy: string
Maximum Length:
255
The scenario created username. - hidden: boolean
-
lastRefreshDate: string
(date-time)
The date a refresh was last performed on the portfolio budget plan scenario.
-
link: string
(url)
The self-link to the object. This field is populated only in the responses generated by the batch create APIs.
-
owner: string
Maximum Length:
255
The owner of Budget Plan Scenario. -
planPeriod: integer
(int32)
The period during which budget is allocated to projects within the plan.
This value determines the year in which budget planning timescales start.
You can set the planning period to either the current or following year. For example, if the year is 2020 the latest planning period you can set is 2021.
After the planning period for a budget plan has been set it cannot be changed. -
planProjectLinkType: string
Allowed Values:
[ "FORECAST", "PLANNED_BUDGET" ]
Determines if linked projects in the portfolio budget plan link to project Forecast or Planned Budget.
Linked values will be factored into a budget plan's Proposed Budget.
Planners can easily see the value differences between the project manager's budgets for the plan's included projects and their own budgetary plans.
Any budget plan added to a portfolio will inherit the value of its Proposed Budget Link Setting by default. -
planProjects: array
planProjects
The plan projects associated with a scenario.
-
portfolioId: integer
(int64)
The system-generated identifier of the Capital Portfolio.
-
portfolioName: string
Maximum Length:
255
The name of the portfolio. -
projectCount: integer
(int32)
The total number of projects included in a portfolio budget plan.
-
proposedFundDistributed: number
(double)
The proposed distributed amount of plan projects.
-
proposedFundDistributedWorkspace1: number
(double)
The proposed distributed amount of plan projects based on the workspace currency. This value is based on the workspace1 currency.
-
proposedFundDistributedWorkspace2: number
(double)
The proposed distributed amount of plan projects based on the workspace currency. This value is based on the workspace2 currency.
-
proposedFundDistributedWorkspace3: number
(double)
The proposed distributed amount of plan projects based on the workspace currency. This value is based on the workspace3 currency.
-
proposedFundFinish: string
(date-time)
The finish date of proposed fund of a scenario.
-
proposedFundPeriods: array
proposedFundPeriods
The phase funds of the proposed fund of all the plan projects.
-
proposedFundStart: string
(date-time)
The start date of proposed fund of a scenario.
-
proposedFundTotal: number
(double)
The total proposed fund of all the plan projects.
-
proposedFundTotalWorkspace1: number
(double)
The total proposed fund of all the plan projects based on the workspace currency. This value is based on the workspace1 currency.
-
proposedFundTotalWorkspace2: number
(double)
The total proposed fund of all the plan projects based on the workspace currency. This value is based on the workspace2 currency.
-
proposedFundTotalWorkspace3: number
(double)
The total proposed fund of all the plan projects based on the workspace currency. This value is based on the workspace3 currency.
-
proposedFundUnDistributed: number
(double)
The undistributed proposed fund of all the plan projects.
-
proposedFundUnDistributedWorkspace1: number
(double)
The undistributed proposed fund of all the plan projects based on the workspace currency. This value is based on the workspace1 currency.
-
proposedFundUnDistributedWorkspace2: number
(double)
The undistributed proposed fund of all the plan projects based on the workspace currency. This value is based on the workspace2 currency.
-
proposedFundUnDistributedWorkspace3: number
(double)
The undistributed proposed fund of all the plan projects based on the workspace currency. This value is based on the workspace3 currency.
-
scenarioDescription: string
Maximum Length:
4000
The detailed summary for the plan.
The description provides more information than short names or titles.
It can give background information or establish a purpose for the item.
These details help differentiate between items with similar names and are especially useful in multi-user environments. -
scenarioId: integer
(int64)
The system-generated identifier of the Budget Plan Scenario.
-
scenarioName: string
Maximum Length:
255
The name of Budget Plan Scenario. -
scenarioStatus: string
Allowed Values:
[ "APPROVED", "UNDER_REVIEW", "IN_PLANNING", "UNDER_APPROVAL", "RETIRED", "SHARED", "PENDING_APPROVAL", "PENDING_SHARED", "PENDING_IN_PLANNING" ]
The status of Budget Plan Scenario. -
updateDate: string
(date-time)
Date when the record was last updated.
-
workspaceCode: string
Maximum Length:
60
The user-specified identifier of a workspace.
Nested Schema : planProjects
Type:
array
The plan projects associated with a scenario.
Show Source
-
Array of:
object ApiEntityFundPlanProject
Title:
ApiEntityFundPlanProject
Nested Schema : proposedFundPeriods
Type:
array
The phase funds of the proposed fund of all the plan projects.
Show Source
-
Array of:
object ApiEntityFundPeriod
Title:
ApiEntityFundPeriod
Nested Schema : ApiEntityFundPlanProject
Type:
object
Title:
Show Source
ApiEntityFundPlanProject
-
appropriated: number
(double)
The total portion of the funds that has been committed to work on projects.
-
appropriatedWorkspace1: number
(double)
The total portion of the funds that has been committed to work on projects based on the workspace currency. This value is based on the workspace1 currency.
-
appropriatedWorkspace2: number
(double)
The total portion of the funds that has been committed to work on projects based on the workspace currency. This value is based on the workspace2 currency.
-
appropriatedWorkspace3: number
(double)
The total portion of the funds that has been committed to work on projects based on the workspace currency. This value is based on the workspace3 currency.
-
consumed: number
(double)
The total portion of the funds that has been spent to complete work on projects.
-
consumedWorkspace1: number
(double)
The total portion of the funds that has been spent to complete work on projects based on the workspace currency. This value is based on the workspace1 currency.
-
consumedWorkspace2: number
(double)
The total portion of the funds that has been spent to complete work on projects based on the workspace currency. This value is based on the workspace2 currency.
-
consumedWorkspace3: number
(double)
The total portion of the funds that has been spent to complete work on projects based on the workspace currency. This value is based on the workspace3 currency.
-
description: string
Maximum Length:
4000
The description of a plan project. -
link: string
(url)
The self-link to the object. This field is populated only in the responses generated by the batch create APIs.
-
linked: boolean
The flag to link or unlink a project in a scenario.
-
portfolioProjectFundPeriods: array
portfolioProjectFundPeriods
The phase funds associated with a plan project.
-
portfolioProjectFunds: array
portfolioProjectFunds
The funds assigned to a plan project.
-
projectCode: string
Maximum Length:
60
The unique identifier for a project set by the user who created the project. -
projectId: integer
(int64)
The unique identifier of a project.
-
projectName: string
Maximum Length:
255
The name of a plan project associated with a scenario. -
projectStatus: string
Allowed Values:
[ "PENDING", "ACCEPTED", "CHANGES_REQUESTED" ]
The budget review status of a plan project associated with a scenario. -
proposedFundDistributed: number
(double)
The proposed distributed amount of a plan project.
-
proposedFundDistributedWorkspace1: number
(double)
The proposed distributed amount of a plan project based on the workspace currency. This value is based on the workspace1 currency.
-
proposedFundDistributedWorkspace2: number
(double)
The proposed distributed amount of a plan project based on the workspace currency. This value is based on the workspace2 currency.
-
proposedFundDistributedWorkspace3: number
(double)
The proposed distributed amount of a plan project based on the workspace currency. This value is based on the workspace3 currency.
-
proposedFundFinish: string
(date-time)
The finish date of proposed fund of a project.
-
proposedFundStart: string
(date-time)
The start date of proposed fund of a project.
-
proposedFundTotal: number
(double)
The proposed fund total of a plan project.
-
proposedFundTotalWorkspace1: number
(double)
The proposed fund total of a plan project based on the workspace currency. This value is based on the workspace1 currency.
-
proposedFundTotalWorkspace2: number
(double)
The proposed fund total of a plan project based on the workspace currency. This value is based on the workspace2 currency.
-
proposedFundTotalWorkspace3: number
(double)
The proposed fund total of a plan project based on the workspace currency. This value is based on the workspace3 currency.
-
proposedFundUndistributed: number
(double)
The proposed undistributed amount of a plan project.
-
proposedFundUndistributedWorkspace1: number
(double)
The proposed undistributed amount of a plan project based on the workspace currency. This value is based on the workspace1 currency.
-
proposedFundUndistributedWorkspace2: number
(double)
The proposed undistributed amount of a plan project based on the workspace currency. This value is based on the workspace2 currency.
-
proposedFundUndistributedWorkspace3: number
(double)
The proposed undistributed amount of a plan project based on the workspace currency. This value is based on the workspace3 currency.
-
remaining: number
(double)
The total portion of the funds that has not been consumed.
-
remainingWorkspace1: number
(double)
The total portion of the funds that has not been consumed based on the workspace currency. This value is based on the workspace1 currency.
-
remainingWorkspace2: number
(double)
The total portion of the funds that has not been consumed based on the workspace currency. This value is based on the workspace2 currency.
-
remainingWorkspace3: number
(double)
The total portion of the funds that has not been consumed based on the workspace currency. This value is based on the workspace3 currency.
-
state: string
Allowed Values:
[ "SELECTED", "UNSELECTED", "FORCED_IN", "FORCED_OUT" ]
The state of capital plan project. -
totalFund: number
(double)
The total fund of a plan project.
-
totalFundWorkspace1: number
(double)
The total fund of a plan project based on the workspace currency. This value is based on the workspace1 currency.
-
totalFundWorkspace2: number
(double)
The total fund of a plan project based on the workspace currency. This value is based on the workspace2 currency.
-
totalFundWorkspace3: number
(double)
The total fund of a plan project based on the workspace currency. This value is based on the workspace3 currency.
-
unappropriated: number
(double)
The total portion of the funds that has not been committed to actual work.
-
unappropriatedWorkspace1: number
(double)
The total portion of the funds that has not been committed to actual work based on the workspace currency. This value is based on the workspace1 currency.
-
unappropriatedWorkspace2: number
(double)
The total portion of the funds that has not been committed to actual work based on the workspace currency. This value is based on the workspace2 currency.
-
unappropriatedWorkspace3: number
(double)
The total portion of the funds that has not been committed to actual work based on the workspace currency. This value is based on the workspace3 currency.
-
updateDate: string
(date-time)
Date when the record was last updated.
-
workspaceCode: string
Maximum Length:
60
The user-specified identifier of a workspace.
Nested Schema : portfolioProjectFundPeriods
Type:
array
The phase funds associated with a plan project.
Show Source
-
Array of:
object ApiEntityFundPeriod
Title:
ApiEntityFundPeriod
Nested Schema : portfolioProjectFunds
Type:
array
The funds assigned to a plan project.
Show Source
-
Array of:
object ApiEntityPortfolioProjectFund
Title:
ApiEntityPortfolioProjectFund
Nested Schema : ApiEntityFundPeriod
Type:
object
Title:
Show Source
ApiEntityFundPeriod
-
link: string
(url)
The self-link to the object. This field is populated only in the responses generated by the batch create APIs.
-
proposedFundCost: number
(double)
The cost of portfolio project fund based on base currency.
-
proposedFundCostWorkspace1: number
(double)
The cost of portfolio project fund based on the workspace currency. This value is based on the workspace1 currency.
-
proposedFundCostWorkspace2: number
(double)
The cost of portfolio project fund based on the workspace currency. This value is based on the workspace2 currency.
-
proposedFundCostWorkspace3: number
(double)
The cost of portfolio project fund based on the workspace currency. This value is based on the workspace3 currency.
-
updateDate: string
(date-time)
Date when the record was last updated.
-
year: integer
(int32)
The year of phase period of a fund.
Nested Schema : ApiEntityPortfolioProjectFund
Type:
object
Title:
Show Source
ApiEntityPortfolioProjectFund
-
allocated: number
(double)
The portion of the fund that has been distributed to projects.
-
allocatedWorkspace1: number
(double)
The portion of the fund that has been distributed to projects based on the workspace currency. This value is based on the workspace1 currency.
-
allocatedWorkspace2: number
(double)
The portion of the fund that has been distributed to projects based on the workspace currency. This value is based on the workspace2 currency.
-
allocatedWorkspace3: number
(double)
The portion of the fund that has been distributed to projects based on the workspace currency. This value is based on the workspace3 currency.
-
appropriated: number
(double)
The portion of the fund that has been committed to work on projects.
-
appropriatedWorkspace1: number
(double)
The portion of the fund that has been committed to work on projects based on the workspace currency. This value is based on the workspace1 currency.
-
appropriatedWorkspace2: number
(double)
The portion of the fund that has been committed to work on projects based on the workspace currency. This value is based on the workspace2 currency.
-
appropriatedWorkspace3: number
(double)
The portion of the fund that has been committed to work on projects based on the workspace currency. This value is based on the workspace3 currency.
-
consumed: number
(double)
The portion of the fund that has been spent to complete work on projects.
-
consumedWorkspace1: number
(double)
The portion of the fund that has been spent to complete work on projects based on the workspace currency. This value is based on the workspace1 currency.
-
consumedWorkspace2: number
(double)
The portion of the fund that has been spent to complete work on projects based on the workspace currency. This value is based on the workspace2 currency.
-
consumedWorkspace3: number
(double)
The portion of the fund that has been spent to complete work on projects based on the workspace currency. This value is based on the workspace3 currency.
-
fundAssignUnAssignAction: string
Allowed Values:
[ "ASSIGN", "UNASSIGN" ]
The action to be taken for a fund associated with a plan project. -
fundCode: string
Maximum Length:
60
The user-specified identifier of a fund associated with a plan project. -
fundEndDate: string
(date-time)
The date when money in the fund will no longer be available.
-
fundId: integer
(int64)
The unique identifier of a fund associated with a plan project.
-
fundName: string
Maximum Length:
255
The name of a fund associated with a plan project. -
fundStartDate: string
(date-time)
The date when money in the fund will start being available.
-
fundStatus: string
Allowed Values:
[ "ACTIVE", "INACTIVE" ]
The status of a fund associated with a plan project. -
link: string
(url)
The self-link to the object. This field is populated only in the responses generated by the batch create APIs.
-
periods: array
periods
The phase wise fund associated with a plan project.
-
proposedFund: number
(double)
The proposed fund of a fund associated with a plan project based on base currency.
-
proposedFundDistributed: number
(double)
The amount of money that has been distributed for the fund.
-
proposedFundDistributedWorkspace1: number
(double)
The amount of money that has been distributed for the fund based on the workspace currency. This value is based on the workspace1 currency.
-
proposedFundDistributedWorkspace2: number
(double)
The amount of money that has been distributed for the fund based on the workspace currency. This value is based on the workspace2 currency.
-
proposedFundDistributedWorkspace3: number
(double)
The amount of money that has been distributed for the fund based on the workspace currency. This value is based on the workspace3 currency.
-
proposedFundUndistributed: number
(double)
The amount of money that has not been distributed for the fund.
-
proposedFundUndistributedWorkspace1: number
(double)
The amount of money that has not been distributed for the fund based on the workspace currency. This value is based on the workspace1 currency.
-
proposedFundUndistributedWorkspace2: number
(double)
The amount of money that has not been distributed for the fund based on the workspace currency. This value is based on the workspace2 currency.
-
proposedFundUndistributedWorkspace3: number
(double)
The amount of money that has not been distributed for the fund based on the workspace currency. This value is based on the workspace3 currency.
-
proposedFundWorkspace1: number
(double)
The proposed fund of a fund associated with a plan project based on the workspace currency. This value is based on the workspace1 currency.
-
proposedFundWorkspace2: number
(double)
The proposed fund of a fund associated with a plan project based on the workspace currency. This value is based on the workspace2 currency.
-
proposedFundWorkspace3: number
(double)
The proposed fund of a fund associated with a plan project based on the workspace currency. This value is based on the workspace3 currency.
-
remaining: number
(double)
The portion of the fund that has not been consumed.
-
remainingWorkspace1: number
(double)
The portion of the fund that has not been consumed based on the workspace currency. This value is based on the workspace1 currency.
-
remainingWorkspace2: number
(double)
The portion of the fund that has not been consumed based on the workspace currency. This value is based on the workspace2 currency.
-
remainingWorkspace3: number
(double)
The portion of the fund that has not been consumed based on the workspace currency. This value is based on the workspace3 currency.
-
total: number
(double)
The amount of money granted for the fund.
-
totalWorkspace1: number
(double)
The amount of money granted for the fund based on the workspace currency. This value is based on the workspace1 currency.
-
totalWorkspace2: number
(double)
The amount of money granted for the fund based on the workspace currency. This value is based on the workspace2 currency.
-
totalWorkspace3: number
(double)
The amount of money granted for the fund based on the workspace currency. This value is based on the workspace3 currency.
-
unappropriated: number
(double)
The portion of the fund that has not been committed to actual work.
-
unappropriatedWorkspace1: number
(double)
The portion of the fund that has not been committed to actual work based on the workspace currency. This value is based on the workspace1 currency.
-
unappropriatedWorkspace2: number
(double)
The portion of the fund that has not been committed to actual work based on the workspace currency. This value is based on the workspace2 currency.
-
unappropriatedWorkspace3: number
(double)
The portion of the fund that has not been committed to actual work based on the workspace currency. This value is based on the workspace3 currency.
-
updateDate: string
(date-time)
Date when the record was last updated.
Nested Schema : periods
Type:
array
The phase wise fund associated with a plan project.
Show Source
-
Array of:
object ApiEntityFundPeriod
Title:
ApiEntityFundPeriod
204 Response
Successful operation with no content.
404 Response
The requested scenario does not exist, or you do not have access to it.