ProjectBudgetGroup
A project budget group [ProjectBudgetGroup
] is a complete project budget as defined in Projects > [Select a project] > Financials > Project Budget > Properties using the OpenAir UI.
Review the Usage Guidelines for the ProjectBudgetGroup
object.
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Supported Commands |
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The ProjectBudgetGroup
object has the following properties:
XML / SOAP |
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Description |
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A one-character string indicating the approval status of the project budget group. Possible values:
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The date the project budget group was approved. See Date Fields. |
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The date the project budget group was archived. See Date Fields. |
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Sets the "Budget by" option:
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[Read-only] The total calculated from project budget transactions. Date set by the date" field (obsolete attribute)." |
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Optimistic contingency factor for this project budget. Used if your account is configured to allow for a simplified contingency factor on project budgets. Defaults to 80% if not set when adding a |
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Pessimistic contingency factor for this project budget. Used if your account is configured to allow for a simplified contingency factor on project budgets. Defaults to 120% if not set when adding a |
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[Read-only] Time the record was created. See Date Fields. |
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Currency for the money fields in the record. |
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[Required] The ID of the associated customer. |
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The date of the budget entry. See Date Fields. |
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[Read-only] Calculated estimate at completion (EAC) total. |
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[Read-only] Calculated estimate at completion (EAC) – expense subtotal. |
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[Read-only] Calculated estimate at completion (EAC) – labor subtotal. |
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[Read-only] Calculated estimate at completion (EAC) – purchase subtotal. |
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[Read-only] Calculated estimate to complete (ETC) total. |
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[Read-only] Calculated estimate to complete (ETC) – expense subtotal. |
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[Read-only] Calculated estimate to complete (ETC) – labor subtotal. |
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[Read-only] Calculated estimate to complete (ETC) – purchase subtotal. |
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If the record was imported from an external system you store the unique external record ID here. |
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[Read-only] Total calculated from project funding documents. Date set by the date" field." |
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[Read-only] Unique ID. Automatically assigned by OpenAir. |
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Manually entered total. Date set by the date" field." |
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[Read-only] Calculated inception to date (ITD) total. |
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[Read-only] Calculated inception to date (ITD) – expense subtotal. |
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[Read-only] Calculated inception to date (ITD) – labor subtotal. |
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[Read-only] Calculated inception to date (ITD) – purchase subtotal. |
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Labor subcategory:
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The name of the project budget group. |
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Notes associated with this project budget. |
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The project budget group ID of this budget's immediate ancestor. If zero or null, this is a top-level project budget group. |
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The profitability of this project budget group. |
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[Read-only] The ID of the associated project. |
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Miscellaneous settings are stored in this field as a serialized hash. |
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The date the project budget group was submitted. See Date Fields. |
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The total value of the budget entry. Date set by the date" field." |
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[Read-only] Billing total calculated from project budget transactions. Date set by the date" field." |
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[Read-only] Cost total calculated from project budget transactions. Date set by the date" field." |
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[Read-only] Billing budget expected total. Date set by the date" field." |
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[Read-only] Cost total calculated from project budget transactions. Date set by the date" field." |
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A 1/0 field indicating whether to use the total from project funding documents. |
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A 1/0 field indicating whether it is possible to create budget entries not connected to any particular task. |
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[Read-only] Time the record was last modified. See Date Fields. |
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The user ID of the budget owner. |
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Version of the project budget group. |
Usage Guidelines
Review the following guidelines:
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When adding a budget, OpenAir checks the validity of the customer and the project.
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When modifying an existing budget, you cannot change the project or the customer for the budget.
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To delete a budget, you must have edit access. Approved or archived budgets cannot be deleted.
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The API does not support project budget approvals.