ProjectBudgetTransaction

A project budget transaction [ProjectBudgetTransaction] defines a transaction in one project budget grid line.

Review the Usage Guidelines for the ProjectBudgetTransaction object.

XML

SOAP

REST

Database table

Object

ProjectBudgetTransaction

oaProjectBudgetTransaction

project_budget_transaction

Supported Commands

Add, Read, Modify, Delete

add(), read(), modify(), upsert(), delete()

The ProjectBudgetTransaction object has the following properties:

XML / SOAP

Database

Description

category

category

[Read-only] Copied from project budget rule. The main category for this budget transaction:

  • 1 — labor

  • 2 — expense item

  • 3 — purchase order

When setting category to 1, the property labor_subcategory for the associated project budget group project_budget_groupid must be set.

categoryid

category_id

[Read-only] Copied from project budget rule. The ID of the associated category.

created

created

[Read-only] Time the record was created. See Date Fields.

currency

currency

Currency for the money fields in the record.

customerid

customer_id

[Read-only] Copied from project budget group. The ID of the associated customer.

date

date

The date of the project budget transaction. See Date Fields.

id

id

[Read-only] Unique ID. Automatically assigned by OpenAir.

itemid

item_id

[Read-only] Copied from project budget rule. The ID of the associated item.

job_codeid

job_code_id

[Read-only] Copied from project budget rule. The ID of the associated job code.

productid

product_id

[Read-only] Copied from project budget rule. The ID of the associated product.

project_budget_groupid

project_budget_group_id

The ID of the associated project budget group.

project_budget_ruleid

project_budget_rule_id

The ID of the associated project budget rule.

project_taskid

project_task_id

[Read-only] Copied from project budget rule. The ID of the associated project task.

projectid

project_id

[Read-only] Copied from project budget group. The ID of the associated project.

quantity

quantity

Quantity for this project budget transaction.

quantity_best

quantity_best

The best-case quantity estimate for this project budget transaction.

quantity_most_likely

quantity_most_likely

The most likely quantity estimate for this project budget transaction.

quantity_worst

quantity_worst

The worst-case quantity estimate for this project budget transaction.

total

total

The total for this budget transaction. Date set by the date" attribute."

total_best

total_best

The best-case estimate for this project budget transaction. Date set by the date" attribute."

total_most_likely

total_most_likely

The most likely estimate for this project budget transaction. Date set by the date" attribute."

total_worst

total_worst

The worst-case estimate for this project budget transaction. Dated by the date field.

updated

updated

[Read-only] Time the record was last updated or modified. See Date Fields.

Usage Guidelines

Review the following guidelines:

  • When adding a new project budget rule, OpenAir checks the validity of the the project budget rule, and returns error 946 if invalid (see Error Codes). The following fields are sourced from the project budget rule: category, categoryid, customerid, itemid, job_codeid, productid, projectid, project_budget_groupid, project_taskid

  • When modifying an existing project budget rule, you cannot change the project_budget_ruleid or any of the fields sourced from the project budget rule.

  • To delete a project budget transaction, you must have edit access to the project budget group, and the project budget must not be approved or archived.

  • The API does not support project budget approvals.