Create a planning option for a project budget version

post

/fscmRestApi/resources/11.13.18.05/projectBudgets/{PlanVersionId}/child/PlanningOptions

Request

Path Parameters
Header Parameters
  • If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
  • The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
  • Contains one of the following values: true or false. If true, the server performs an Upsert operation instead of a Create operation. During an Upsert operation, the server attempts to find an existing resource that matches the payload. If a match is found, the server updates the existing resource instead of creating a new one. If not found or false (default), the server performs a Create operation. Note that the Upsert operation isn't supported for date-effective REST resources.
Supported Media Types
Request Body - application/json ()
Root Schema : schema
Type: object
Show Source
  • Title: Amount Scale
    Maximum Length: 255
    The scale on which amounts are displayed on the user interface. For example, if you select to view amounts in 1000s, the $100,000,000 amount is displayed as 100,000.
  • Amount Types
    Title: Amount Types
    The Amount Type resource is used to select the cost and revenue items to include in a financial plan type.
  • Title: Assign Resource in Single Currency for a Task
    Indicates whether a budget line is enabled for assigning resources in a single currency for a task.
  • Title: Bill Rate Derivation Date
    The date that is used as the basis for deriving rates for calculating revenue amounts.
  • Title: Bill Rate Derivation Date Type
    Maximum Length: 255
    The date type, for example, the system date or a fixed date that is used as the basis for deriving rates for calculating revenue amounts.
  • Budgetary Control Settings
    Title: Budgetary Control Settings
    The Budgetary Control Setting resource is used to view and update project and top resource control levels.
  • Title: Burden Schedule
    Maximum Length: 255
    A set of burden multipliers that is maintained for use across projects. Also referred to as a standard burden schedule.
  • Title: Calendar Type
    Maximum Length: 255
    The type of calendar, such as accounting calendar or project accounting calendar, used for entering and displaying periodic financial information.
  • Title: Project Currency Conversion: Cost Date Type
    Maximum Length: 255
    Date type that is used as a cost conversion attribute for project currency.
  • Title: Project Ledger Currency Conversion: Cost Date Type
    Maximum Length: 255
    Date type that is used as a cost conversion attribute for project ledger currency.
  • Title: Project Currency Conversion: Cost Fixed Date
    The date that is used to derive rates for calculating planned costs for project currency.
  • Title: Project Ledger Currency Conversion: Cost Fixed Date
    The date that is used to derive rates for calculating planned costs for project ledger currency.
  • Title: Cost Rate Derivation Date
    The date that is used as the basis for deriving rates for calculating cost amounts.
  • Title: Cost Rate Derivation Date Type
    Maximum Length: 255
    The date type, for example, the system date or a fixed date that is used as the basis for deriving rates for calculating cost amounts.
  • Title: Project Currency Conversion: Cost Rate Type
    Maximum Length: 255
    Cost rate type that is used as a cost conversion attribute for project currency.
  • Title: Project Ledger Currency Conversion: Cost Rate Type
    Maximum Length: 255
    Cost rate type that is used as a cost conversion attribute for project ledger currency.
  • Title: Currency Type
    Maximum Length: 255
    Indicates whether the project currency or the project ledger currency is used for displaying amounts when reviewing budget amounts.
  • Title: Current Planning Period
    Maximum Length: 15
    Current planning period that drives the display of the periodic information. It can be the project accounting period or accounting period depending on the selected calendar type. This value is not applicable when the calendar type is set to NONE.
  • Title: Date Type for Cost Conversion
    Maximum Length: 255
    Date type that is used as a cost conversion attribute for planning currencies.
  • Title: Date Type for Revenue Conversion
    Maximum Length: 255
    Date type that is used as a revenue conversion attribute for planning currencies.
  • Export Options
    Title: Export Options
    The Export Option resource is used to select the planning options attributes to export.
  • Title: Fixed Date for Cost Conversion
    The date that is used to derive rates for calculating planned costs for planning currencies.
  • Title: Fixed Date for Revenue Conversion
    The date that is used to derive rates for calculating planned revenue for planning currencies.
  • Title: Job Cost Options
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for jobs.
  • Title: Job Revenue Options
    Maximum Length: 255
    Rate schedule used for the calculation of revenue amounts for jobs.
  • Title: Maintain manual spread on date changes
    Maximum Length: 255
    Indicates whether the periodic planning is retained in the plan version on plan line date modifications. A value of Y indicates that the attribute is selected. A value of N means that the attribute is not selected.
  • Title: Multiple Transaction Currencies
    Maximum Length: 255
    Indicates that the plan can use multiple transaction currencies. A value of Y indicates that the attribute is selected. A value of N means that the attribute is not selected.
  • Title: Nonlabor Resource
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for non-labor resources.
  • Title: Nonlabor Resource
    Maximum Length: 255
    Rate schedule used for the calculation of revenue amounts for non-labor resources.
  • Title: Period Profile
    Maximum Length: 255
    Defines how time periods are grouped and displayed when editing budget versions.
  • Title: Person Cost Options
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for named persons.
  • Title: Person Revenue Options
    Maximum Length: 255
    Rate schedule used for the calculation of revenue amounts for named persons.
  • Planning Currencies
    Title: Planning Currencies
    The Planning Currency resource is used to view, create, update, and delete project and planning currencies.
  • Title: Planning Level
    Maximum Length: 255
    Level of the budget at which amounts can be entered.
  • Title: Planning Option ID
    Unique identifier of the summary level planning option in the project budget version.
  • Planning Options Descriptive Flexfields
    Title: Planning Options Descriptive Flexfields
    A listing of all the descriptive flexfields available for planning options in project budget versions.
  • Title: Planning Resource Breakdown Structure
    Maximum Length: 255
    Planning resource breakdown structure associated with the project.
  • Title: Project Role Cost Options
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for project role.
  • Title: Project Role Revenue Options
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for project role.
  • Title: Rate Derivation Date
    The date that is used as the basis for deriving rates for calculating amounts on a none time phase budget version.
  • Title: Rate Derivation Date Type
    Maximum Length: 255
    The date type, for example, the system date or a fixed date that is used as the basis for deriving rates for calculating amounts on a none time phase budget version.
  • Title: Rate Type for Cost Conversion
    Maximum Length: 255
    Cost rate type that is used as a cost conversion attribute for planning currencies.
  • Title: Rate Type for Revenue Conversion
    Maximum Length: 255
    Revenue rate type that is used as a revenue conversion attribute for planning currencies.
  • Title: Report Cost
    Maximum Length: 255
    Determines the cost amount types that are used to calculate and report margins on budgets.
  • Title: Resource Class Cost Options
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for resource classes. This is used for cost calculation when rates are unavailable in rate schedules for named persons, jobs, or non-labor resources.
  • Title: Resource Class Revenue Options
    Maximum Length: 255
    Rate schedule used for the calculation of revenue amounts for resource classes. This is used for revenue calculation when rates are unavailable in rate schedules for named persons, jobs, or non-labor resources.
  • Title: Retain override rates from source
    Indicates whether user specified cost and revenue rates from the source must be retained when generating the target budget version.
  • Title: Project Currency Conversion: Revenue Date Type
    Maximum Length: 255
    Date type that is used as a revenue conversion attribute for project currency.
  • Title: Project Ledger Currency Conversion: Revenue Date Type
    Maximum Length: 255
    Date type that is used as a revenue conversion attribute for project ledger currency.
  • Title: Project Currency Conversion: Revenue Fixed Date
    The date that is used to derive rates for calculating planned revenue for project currency.
  • Title: Project Ledger Currency Conversion: Revenue Fixed Date
    The date that is used to derive rates for calculating planned revenue for project ledger currency.
  • Title: Revenue Generation Method
    Maximum Length: 255
    Determines whether budget revenue is calculated based on quantity and rates, event amounts, or the spread ratio specified for tasks.
  • Title: Project Currency Conversion: Revenue Rate Type
    Maximum Length: 255
    Revenue rate type that is used as a revenue conversion attribute for project currency.
  • Title: Project Ledger Currency Conversion: Revenue Rate Type
    Maximum Length: 255
    Revenue rate type that is used as a revenue conversion attribute for project ledger currency.
  • Title: Use Planning Rates
    Enables utilization of planning rates for resources and resource classes when calculating budget amounts.
  • Title: Use Same Conversion Attribute for All Currency Conversions
    Indicates whether you can use the same currency conversion attribute for all currencies.
Nested Schema : Amount Types
Type: array
Title: Amount Types
The Amount Type resource is used to select the cost and revenue items to include in a financial plan type.
Show Source
Nested Schema : Budgetary Control Settings
Type: array
Title: Budgetary Control Settings
The Budgetary Control Setting resource is used to view and update project and top resource control levels.
Show Source
Nested Schema : Export Options
Type: array
Title: Export Options
The Export Option resource is used to select the planning options attributes to export.
Show Source
Nested Schema : Planning Currencies
Type: array
Title: Planning Currencies
The Planning Currency resource is used to view, create, update, and delete project and planning currencies.
Show Source
Nested Schema : Planning Options Descriptive Flexfields
Type: array
Title: Planning Options Descriptive Flexfields
A listing of all the descriptive flexfields available for planning options in project budget versions.
Show Source
Nested Schema : projectBudgets-PlanningOptions-AmountTypes-item-post-request
Type: object
Show Source
Nested Schema : schema
Type: object
Show Source
Nested Schema : schema
Type: object
Show Source
  • Title: Burdened Cost: Effective Multiplier
    Multiplier used to calculate the burdened costs. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Burdened Cost: Standard Multiplier
    Standard multiplier derived from the burden schedule for calculating burdened cost. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Burdened Cost: Standard Rate
    Standard rate derived from the rate schedule for calculating the burdened cost. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Display currency conversion attributes and amounts in multiple transaction currencies
    Indicates whether to display the currency conversion attributes and amounts in multiple transaction currencies if the plan type allows planning in multiple transaction currencies.
  • Title: Burdened Cost: Effective Rate
    User entered rate for calculating the burdened cost. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Raw Cost: Effective Rate
    User entered rate for calculating the raw cost. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Effective Revenue Rate
    User entered rate for calculating revenue. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: From Date
    From date of the budget line. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Margin Percentage
    Margin expressed as a percentage. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Planning Currency
    Currency used for planning in the budget line. This value is always set to true and the attribute is exported.
  • Title: Planning Resource
    Resource used for financial planning in budgets. This value is always set to true and the attribute is exported.
  • Title: Project Currency Conversion: Cost Date
    Date that's used as a cost conversion attribute for project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Currency Conversion: Cost Date Type
    Date type that's used as a cost conversion attribute for project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Currency Conversion: Cost Rate
    Cost rate used when converting the amounts to project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Currency Conversion: Cost Rate Type
    The type of currency conversion rate for the project. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Currency Conversion: Revenue Date
    Date that's used as a revenue conversion attribute for project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Currency Conversion: Revenue Date Type
    Date type that's used as a revenue conversion attribute for project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Currency Conversion: Revenue Rate
    Revenue rate used when converting the amounts to project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Currency Conversion: Revenue Rate Type
    The type of currency conversion rate for the project. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Ledger Currency Conversion: Cost Date
    Date that's used as a cost conversion attribute for project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Ledger Currency Conversion: Cost Date Type
    Date type that's used as a cost conversion attribute for project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Ledger Currency Conversion: Cost Rate
    Cost rate used when converting the amounts to project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Ledger Currency Conversion: Cost Rate Type
    The type of currency conversion rate for the project. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Ledger Currency Conversion: Revenue Date
    Date that's used as a revenue conversion attribute for project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Ledger Currency Conversion: Revenue Date Type
    Date type that's used as a revenue conversion attribute for project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Ledger Currency Conversion: Revenue Rate
    Revenue rate used when converting the amounts to project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Ledger Currency Conversion: Revenue Rate Type
    The type of currency conversion rate for the project. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Resource Class
    Resource class associated with the budget line. This value is always set to true and the attribute is exported.
  • Title: Spread Curve
    Spread curve associated with the budget line. This value is always set to true and the attribute is exported.
  • Title: Raw Cost: Standard Rate
    Rate derived from the rate schedule for calculating raw cost. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Revenue: Standard Rate
    Rate derived from the rate schedule for calculating revenue. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Task Name
    Name assigned to a task. This value is always set to true and the attribute is exported.
  • Title: Task Number
    Number of the task. This value is always set to true and the attribute is exported.
  • Title: To Date
    End date of the budget line. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Burdened Cost: Total
    Total burdened costs incurred on the project. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Burdened Cost in Project Currency: Total
    Total burdened costs incurred on the project, denoted in project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Burdened Cost in Project Ledger Currency: Total
    Total burdened costs incurred on the project, denoted in project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Total Margin
    Total margin (difference between revenue and cost) in a project. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Margin in Project Currency: Total
    Total margin in the project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Margin in Project Ledger Currency: Total
    Total margin in the project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Quantity: Total
    Total quantity of resource effort that's required to complete a task or project, including labor and equipment. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Raw Cost: Total
    Total cost directly attributable to the work performed. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Raw Cost in Project Currency: Total
    Total raw costs that are directly attributable to the work performed in the current budget, denoted in project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Raw Cost in Project Ledger Currency: Total
    Total raw costs that are directly attributable to the work performed, denoted in project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Revenue: Total
    Total planned revenue that's associated with the accounting period or a plan line in the budget. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Revenue in Project Currency: Total
    Total planned revenue that's associated with the accounting period or a financial plan line in the budget, denoted in project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Revenue in Project Ledger Currency: Total
    Total planned revenue that's associated with the accounting period or a financial plan line in the budget, denoted in project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
Nested Schema : schema
Type: object
Show Source
Nested Schema : schema
Type: object
Show Source
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Response

Supported Media Types

Default Response

The following table describes the default response for this task.
Headers
  • If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
  • The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
Body ()
Root Schema : projectBudgets-PlanningOptions-item-response
Type: object
Show Source
  • Title: Amount Scale
    Maximum Length: 255
    The scale on which amounts are displayed on the user interface. For example, if you select to view amounts in 1000s, the $100,000,000 amount is displayed as 100,000.
  • Amount Types
    Title: Amount Types
    The Amount Type resource is used to select the cost and revenue items to include in a financial plan type.
  • Title: Assign Resource in Single Currency for a Task
    Indicates whether a budget line is enabled for assigning resources in a single currency for a task.
  • Title: Bill Rate Derivation Date
    The date that is used as the basis for deriving rates for calculating revenue amounts.
  • Title: Bill Rate Derivation Date Type
    Maximum Length: 255
    The date type, for example, the system date or a fixed date that is used as the basis for deriving rates for calculating revenue amounts.
  • Budgetary Control Settings
    Title: Budgetary Control Settings
    The Budgetary Control Setting resource is used to view and update project and top resource control levels.
  • Title: Burden Schedule
    Maximum Length: 255
    A set of burden multipliers that is maintained for use across projects. Also referred to as a standard burden schedule.
  • Title: Calendar Type
    Maximum Length: 255
    The type of calendar, such as accounting calendar or project accounting calendar, used for entering and displaying periodic financial information.
  • Title: Project Currency Conversion: Cost Date Type
    Maximum Length: 255
    Date type that is used as a cost conversion attribute for project currency.
  • Title: Project Ledger Currency Conversion: Cost Date Type
    Maximum Length: 255
    Date type that is used as a cost conversion attribute for project ledger currency.
  • Title: Project Currency Conversion: Cost Fixed Date
    The date that is used to derive rates for calculating planned costs for project currency.
  • Title: Project Ledger Currency Conversion: Cost Fixed Date
    The date that is used to derive rates for calculating planned costs for project ledger currency.
  • Title: Cost Rate Derivation Date
    The date that is used as the basis for deriving rates for calculating cost amounts.
  • Title: Cost Rate Derivation Date Type
    Maximum Length: 255
    The date type, for example, the system date or a fixed date that is used as the basis for deriving rates for calculating cost amounts.
  • Title: Project Currency Conversion: Cost Rate Type
    Maximum Length: 255
    Cost rate type that is used as a cost conversion attribute for project currency.
  • Title: Project Ledger Currency Conversion: Cost Rate Type
    Maximum Length: 255
    Cost rate type that is used as a cost conversion attribute for project ledger currency.
  • Title: Currency Type
    Maximum Length: 255
    Indicates whether the project currency or the project ledger currency is used for displaying amounts when reviewing budget amounts.
  • Title: Current Planning Period
    Maximum Length: 15
    Current planning period that drives the display of the periodic information. It can be the project accounting period or accounting period depending on the selected calendar type. This value is not applicable when the calendar type is set to NONE.
  • Title: Date Type for Cost Conversion
    Maximum Length: 255
    Date type that is used as a cost conversion attribute for planning currencies.
  • Title: Date Type for Revenue Conversion
    Maximum Length: 255
    Date type that is used as a revenue conversion attribute for planning currencies.
  • Title: Default Reporting Option
    Read Only: true
    Maximum Length: 255
    Indicates whether cost or revenue quantity is used for reporting quantity when planning for cost and revenue in a separate budget version. By default, it is set to Cost when planning amounts are cost only or cost and revenue together. When the planning amounts are revenue only, it is set to Revenue.
  • Title: Designate as approved cost budget
    Read Only: true
    Indicates whether a financial plan type is an approved cost budget.
  • Title: Designate as approved revenue budget
    Read Only: true
    Indicates whether a financial plan type is an approved revenue budget.
  • Title: Enable Budgetary Controls
    Read Only: true
    Maximum Length: 1
    Indicates whether a financial plan type is eligible for integration with budgetary controls. A value of Y indicates that the attribute is selected. A value of N means that the attribute is not selected.
  • Export Options
    Title: Export Options
    The Export Option resource is used to select the planning options attributes to export.
  • Title: Fixed Date for Cost Conversion
    The date that is used to derive rates for calculating planned costs for planning currencies.
  • Title: Fixed Date for Revenue Conversion
    The date that is used to derive rates for calculating planned revenue for planning currencies.
  • Title: Job Cost Options
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for jobs.
  • Title: Job Revenue Options
    Maximum Length: 255
    Rate schedule used for the calculation of revenue amounts for jobs.
  • Links
  • Title: Maintain manual spread on date changes
    Maximum Length: 255
    Indicates whether the periodic planning is retained in the plan version on plan line date modifications. A value of Y indicates that the attribute is selected. A value of N means that the attribute is not selected.
  • Title: Multiple Transaction Currencies
    Maximum Length: 255
    Indicates that the plan can use multiple transaction currencies. A value of Y indicates that the attribute is selected. A value of N means that the attribute is not selected.
  • Title: Nonlabor Resource
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for non-labor resources.
  • Title: Nonlabor Resource
    Maximum Length: 255
    Rate schedule used for the calculation of revenue amounts for non-labor resources.
  • Title: Period Profile
    Maximum Length: 255
    Defines how time periods are grouped and displayed when editing budget versions.
  • Title: Person Cost Options
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for named persons.
  • Title: Person Revenue Options
    Maximum Length: 255
    Rate schedule used for the calculation of revenue amounts for named persons.
  • Planning Currencies
    Title: Planning Currencies
    The Planning Currency resource is used to view, create, update, and delete project and planning currencies.
  • Title: Planning Level
    Maximum Length: 255
    Level of the budget at which amounts can be entered.
  • Title: Planning Option ID
    Unique identifier of the summary level planning option in the project budget version.
  • Planning Options Descriptive Flexfields
    Title: Planning Options Descriptive Flexfields
    A listing of all the descriptive flexfields available for planning options in project budget versions.
  • Title: Planning Resource Breakdown Structure
    Maximum Length: 255
    Planning resource breakdown structure associated with the project.
  • Title: Project Currency
    Read Only: true
    Maximum Length: 15
    Currency for the project.
  • Title: Project Ledger Currency
    Read Only: true
    Maximum Length: 15
    Project ledger currency for the project.
  • Title: Project Role Cost Options
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for project role.
  • Title: Project Role Revenue Options
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for project role.
  • Title: Rate Derivation Date
    The date that is used as the basis for deriving rates for calculating amounts on a none time phase budget version.
  • Title: Rate Derivation Date Type
    Maximum Length: 255
    The date type, for example, the system date or a fixed date that is used as the basis for deriving rates for calculating amounts on a none time phase budget version.
  • Title: Rate Type for Cost Conversion
    Maximum Length: 255
    Cost rate type that is used as a cost conversion attribute for planning currencies.
  • Title: Rate Type for Revenue Conversion
    Maximum Length: 255
    Revenue rate type that is used as a revenue conversion attribute for planning currencies.
  • Title: Report Cost
    Maximum Length: 255
    Determines the cost amount types that are used to calculate and report margins on budgets.
  • Title: Resource Class Cost Options
    Maximum Length: 255
    Rate schedule used for the calculation of cost amounts for resource classes. This is used for cost calculation when rates are unavailable in rate schedules for named persons, jobs, or non-labor resources.
  • Title: Resource Class Revenue Options
    Maximum Length: 255
    Rate schedule used for the calculation of revenue amounts for resource classes. This is used for revenue calculation when rates are unavailable in rate schedules for named persons, jobs, or non-labor resources.
  • Title: Retain override rates from source
    Indicates whether user specified cost and revenue rates from the source must be retained when generating the target budget version.
  • Title: Project Currency Conversion: Revenue Date Type
    Maximum Length: 255
    Date type that is used as a revenue conversion attribute for project currency.
  • Title: Project Ledger Currency Conversion: Revenue Date Type
    Maximum Length: 255
    Date type that is used as a revenue conversion attribute for project ledger currency.
  • Title: Project Currency Conversion: Revenue Fixed Date
    The date that is used to derive rates for calculating planned revenue for project currency.
  • Title: Project Ledger Currency Conversion: Revenue Fixed Date
    The date that is used to derive rates for calculating planned revenue for project ledger currency.
  • Title: Revenue Generation Method
    Maximum Length: 255
    Determines whether budget revenue is calculated based on quantity and rates, event amounts, or the spread ratio specified for tasks.
  • Title: Project Currency Conversion: Revenue Rate Type
    Maximum Length: 255
    Revenue rate type that is used as a revenue conversion attribute for project currency.
  • Title: Project Ledger Currency Conversion: Revenue Rate Type
    Maximum Length: 255
    Revenue rate type that is used as a revenue conversion attribute for project ledger currency.
  • Title: Use Planning Rates
    Enables utilization of planning rates for resources and resource classes when calculating budget amounts.
  • Title: Use Same Conversion Attribute for All Currency Conversions
    Indicates whether you can use the same currency conversion attribute for all currencies.
Nested Schema : Amount Types
Type: array
Title: Amount Types
The Amount Type resource is used to select the cost and revenue items to include in a financial plan type.
Show Source
Nested Schema : Budgetary Control Settings
Type: array
Title: Budgetary Control Settings
The Budgetary Control Setting resource is used to view and update project and top resource control levels.
Show Source
Nested Schema : Export Options
Type: array
Title: Export Options
The Export Option resource is used to select the planning options attributes to export.
Show Source
Nested Schema : Planning Currencies
Type: array
Title: Planning Currencies
The Planning Currency resource is used to view, create, update, and delete project and planning currencies.
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Nested Schema : Planning Options Descriptive Flexfields
Type: array
Title: Planning Options Descriptive Flexfields
A listing of all the descriptive flexfields available for planning options in project budget versions.
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Nested Schema : projectBudgets-PlanningOptions-AmountTypes-item-response
Type: object
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Nested Schema : projectBudgets-PlanningOptions-BudgetaryControlSettings-item-response
Type: object
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Nested Schema : projectBudgets-PlanningOptions-ExportOptions-item-response
Type: object
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  • Title: Burdened Cost: Effective Multiplier
    Multiplier used to calculate the burdened costs. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Burdened Cost: Standard Multiplier
    Standard multiplier derived from the burden schedule for calculating burdened cost. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Burdened Cost: Standard Rate
    Standard rate derived from the rate schedule for calculating the burdened cost. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Display currency conversion attributes and amounts in multiple transaction currencies
    Indicates whether to display the currency conversion attributes and amounts in multiple transaction currencies if the plan type allows planning in multiple transaction currencies.
  • Title: Burdened Cost: Effective Rate
    User entered rate for calculating the burdened cost. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Raw Cost: Effective Rate
    User entered rate for calculating the raw cost. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Effective Revenue Rate
    User entered rate for calculating revenue. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Export Options ID
    Read Only: true
    Identifier of the project budget version export options.
  • Title: From Date
    From date of the budget line. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
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  • Title: Margin Percentage
    Margin expressed as a percentage. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Planning Currency
    Currency used for planning in the budget line. This value is always set to true and the attribute is exported.
  • Title: Planning Resource
    Resource used for financial planning in budgets. This value is always set to true and the attribute is exported.
  • Title: Project Currency Conversion: Cost Date
    Date that's used as a cost conversion attribute for project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Currency Conversion: Cost Date Type
    Date type that's used as a cost conversion attribute for project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Currency Conversion: Cost Rate
    Cost rate used when converting the amounts to project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Currency Conversion: Cost Rate Type
    The type of currency conversion rate for the project. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Currency Conversion: Revenue Date
    Date that's used as a revenue conversion attribute for project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Currency Conversion: Revenue Date Type
    Date type that's used as a revenue conversion attribute for project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Currency Conversion: Revenue Rate
    Revenue rate used when converting the amounts to project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Currency Conversion: Revenue Rate Type
    The type of currency conversion rate for the project. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Ledger Currency Conversion: Cost Date
    Date that's used as a cost conversion attribute for project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Ledger Currency Conversion: Cost Date Type
    Date type that's used as a cost conversion attribute for project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Ledger Currency Conversion: Cost Rate
    Cost rate used when converting the amounts to project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Ledger Currency Conversion: Cost Rate Type
    The type of currency conversion rate for the project. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Ledger Currency Conversion: Revenue Date
    Date that's used as a revenue conversion attribute for project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Ledger Currency Conversion: Revenue Date Type
    Date type that's used as a revenue conversion attribute for project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Ledger Currency Conversion: Revenue Rate
    Revenue rate used when converting the amounts to project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Project Ledger Currency Conversion: Revenue Rate Type
    The type of currency conversion rate for the project. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Resource Class
    Resource class associated with the budget line. This value is always set to true and the attribute is exported.
  • Title: Spread Curve
    Spread curve associated with the budget line. This value is always set to true and the attribute is exported.
  • Title: Raw Cost: Standard Rate
    Rate derived from the rate schedule for calculating raw cost. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Revenue: Standard Rate
    Rate derived from the rate schedule for calculating revenue. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Task Name
    Name assigned to a task. This value is always set to true and the attribute is exported.
  • Title: Task Number
    Number of the task. This value is always set to true and the attribute is exported.
  • Title: To Date
    End date of the budget line. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Burdened Cost: Total
    Total burdened costs incurred on the project. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Burdened Cost in Project Currency: Total
    Total burdened costs incurred on the project, denoted in project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Burdened Cost in Project Ledger Currency: Total
    Total burdened costs incurred on the project, denoted in project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Total Margin
    Total margin (difference between revenue and cost) in a project. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Margin in Project Currency: Total
    Total margin in the project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Margin in Project Ledger Currency: Total
    Total margin in the project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Quantity: Total
    Total quantity of resource effort that's required to complete a task or project, including labor and equipment. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Raw Cost: Total
    Total cost directly attributable to the work performed. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Raw Cost in Project Currency: Total
    Total raw costs that are directly attributable to the work performed in the current budget, denoted in project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Raw Cost in Project Ledger Currency: Total
    Total raw costs that are directly attributable to the work performed, denoted in project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Revenue: Total
    Total planned revenue that's associated with the accounting period or a plan line in the budget. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Revenue in Project Currency: Total
    Total planned revenue that's associated with the accounting period or a financial plan line in the budget, denoted in project currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Revenue in Project Ledger Currency: Total
    Total planned revenue that's associated with the accounting period or a financial plan line in the budget, denoted in project ledger currency. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
  • Title: Unit of Measure
    Read Only: true
    Unit of measure for a resource. A value of Y indicates that the attribute is selected for export. A value of N indicates that the attribute isn't selected for export.
Nested Schema : projectBudgets-PlanningOptions-PlanningCurrencies-item-response
Type: object
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Nested Schema : projectBudgets-PlanningOptions-PlanningOptionsDFF-item-response
Type: object
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