Budget

Summary

Estimated amounts and quantities expected against the project. There are many Forecast models in the budget table, each with their own unique characteristics. Measures written against this fact table are specific to a forecast model.

Dynamics 365 Menu Item(s)

Project management and accounting > Inquiries and reports > Forecast inquiries > Hour > General ledger preview (Button)
Project management and accounting > Inquiries and reports > Forecast inquiries > Expense > General ledger preview (Button)
Project management and accounting > Inquiries and reports > Forecast inquiries > Item forecast > General ledger preview (Button)
Project management and accounting > Inquiries and reports > Forecast inquiries > Fee > General ledger preview (Button)
Project management and accounting > Inquiries and reports > Forecast inquiries > On-account > General ledger preview (Button)
Project management and accounting > Transactions > All project forecasts > General ledger preview (Button)

Legacy data model’s data entities

PMBI_deFACTBudget

New data model’s data entities

PMBI_ProjTransBudgetEntity
PMBI_ProjForecastRevenueEntity
PMBI_ProjForecastEmplEntity
PMBI_ProjForecastCostEntity
PMBI_ForecastSalesEntity
PMBI_ProjForecastOnAccEntity
PMBI_ProjFundingSourceEntity
PMBI_PMIPTransactionGroupTransEntity
FNBI_SqlDictionaryEntity
PMBI_PMIPUtilizationTypeTransEntity
PMBI_ProjTableEntity
PMBI_ForecastModelEntity
PMBI_EnumsTableEntity
PMBI_PSAParametersEntity
PMBI_ProjParametersEntity
PMBI_ForecastModelEntity
PMBI_ProjInvoiceTableEntity

Field level functional description

BudgetAmount_Cost_Total_PROJ_: The total budgeted cost amount for the project.
BudgetAmount_Cost_Total_RES_ETC_: The total budgeted cost amount for resourcing, estimate to complete.
BudgetAmount_Cost_Total_RES_OPR_: The total budgeted cost amount for resourcing, operational.
BudgetAmount_Cost_Total_RES_ORG_: The total budgeted cost amount for resourcing, organizational.
BudgetAmount_Cost_Total_TOT_: The overall total budgeted cost amount.
BudgetAmount_Cost_Total_WBS_ETC_: The total budgeted cost amount for the work breakdown structure, estimate to complete.
BudgetAmount_Cost_Total_WBS_EV_: The total budgeted cost amount for the work breakdown structure, earned value.
BudgetAmount_Cost_Total_WBS_PV_: The total budgeted cost amount for the work breakdown structure, planned value.
BudgetAmount_Expense_PROJ_: The budgeted expense amount for the project.
BudgetAmount_Expense_RES_ETC_: The budgeted expense amount for resourcing, estimate to complete.
BudgetAmount_Expense_RES_OPR_: The budgeted expense amount for resourcing, operational.
BudgetAmount_Expense_RES_ORG_: The budgeted expense amount for resourcing, organizational.
BudgetAmount_Expense_TOT_: The overall total budgeted expense amount.
BudgetAmount_Expense_WBS_ETC_: The budgeted expense amount for the work breakdown structure, estimate to complete.
BudgetAmount_Expense_WBS_EV_: The budgeted expense amount for the work breakdown structure, earned value.
BudgetAmount_Expense_WBS_PV_: The budgeted expense amount for the work breakdown structure, planned value.
BudgetAmount_Labor_PROJ_: The budgeted labor amount for the project.
BudgetAmount_Labor_RES_ETC_: The budgeted labor amount for resourcing, estimate to complete.
BudgetAmount_Labor_RES_OPR_: The budgeted labor amount for resourcing, operational.
BudgetAmount_Labor_RES_ORG_: The budgeted labor amount for resourcing, organizational.
BudgetAmount_Labor_TOT_: The overall total budgeted labor amount.
BudgetAmount_Labor_WBS_ETC_: The budgeted labor amount for the work breakdown structure, estimate to complete.
BudgetAmount_Labor_WBS_EV_: The budgeted labor amount for the work breakdown structure, earned value.
BudgetAmount_Labor_WBS_PV_: The budgeted labor amount for the work breakdown structure, planned value.
BudgetAmount_Revenue_PROJ_: The budgeted revenue amount for the project.
BudgetAmount_Revenue_RES_ETC_: The budgeted revenue amount for resourcing, estimate to complete.
BudgetAmount_Revenue_RES_OPR_: The budgeted revenue amount for resourcing, operational.
BudgetAmount_Revenue_RES_ORG_: The budgeted revenue amount for resourcing, organizational.
BudgetAmount_Revenue_TOT_: The overall total budgeted revenue amount.
BudgetAmount_Revenue_WBS_ETC_: The budgeted revenue amount for the work breakdown structure, estimate to complete.
BudgetAmount_Revenue_WBS_EV_: The budgeted revenue amount for the work breakdown structure, earned value.
BudgetAmount_Revenue_WBS_PV_: The budgeted revenue amount for the work breakdown structure, planned value.
BudgetGrossMargin_PROJ_: The budgeted gross margin for the project.
BudgetGrossMargin_RES_ETC_: The budgeted gross margin for resourcing, estimate to complete.
BudgetGrossMargin_RES_OPR_: The budgeted gross margin for resourcing, operational.
BudgetGrossMargin_RES_ORG_: The budgeted gross margin for resourcing, organizational.
BudgetGrossMargin_TOT_: The overall total budgeted gross margin.
BudgetGrossMargin_WBS_ETC_: The budgeted gross margin for the work breakdown structure, estimate to complete.
BudgetGrossMargin_WBS_EV_: The budgeted gross margin for the work breakdown structure, earned value.
BudgetGrossMargin_WBS_PV_: The budgeted gross margin for the work breakdown structure, planned value.
BudgetHours_None_RES_ETC_: The budgeted hours for non-utilized resources, estimate to complete.
BudgetHours_NonUtilized_Client_RES_ETC_: The budgeted hours for non-utilized client resources, estimate to complete.
BudgetHours_NonUtilized_Internal_RES_ETC_: The budgeted hours for non-utilized internal resources, estimate to complete.
BudgetHours_NonUtilized_PTO_RES_ETC_: The budgeted hours for non-utilized paid time off, estimate to complete.
BudgetHours_NonUtilized_Total_RES_ETC_: The total budgeted hours for all non-utilized resources, estimate to complete.
BudgetHours_Not_Included_RES_ETC_: The budgeted hours not included in other categories, estimate to complete.
BudgetHours_PROJ_: The total budgeted hours for the project.
BudgetHours_RES_ETC_: The total budgeted hours for resourcing, estimate to complete.
BudgetHours_RES_OPR_: The total budgeted hours for resourcing, operational.
BudgetHours_RES_ORG_: The total budgeted hours for resourcing, organizational.
BudgetHours_TOT_: The overall total budgeted hours.
BudgetHours_Total_RES_ETC_: The total budgeted hours for all resources, estimate to complete.
BudgetHours_Utilized_Bill_RES_ETC_: The budgeted billable hours for utilized resources, estimate to complete.
BudgetHours_Utilized_Internal_RES_ETC_: The budgeted internal hours for utilized resources, estimate to complete.
BudgetHours_Utilized_NonBill_RES_ETC_: The budgeted non-billable hours for utilized resources, estimate to complete.
BudgetHours_Utilized_Total_RES_ETC_: The total budgeted utilized hours for all resources, estimate to complete.
BudgetHours_WBS_ETC_: The total budgeted hours for the work breakdown structure, estimate to complete.
BudgetHours_WBS_EV_: The total budgeted hours for the work breakdown structure, earned value.
BudgetHours_WBS_PV_: The total budgeted hours for the work breakdown structure, planned value.
BudgetInvoiceAmount_: The budgeted invoice amount.
CostSales: An integer value representing cost of sales, possibly for categorization or calculation.
CurrencyId: The currency code used for the budget record.
Description: A brief description or notes about the budget entry.
Elimination: An integer flag indicating if the entry is for elimination purposes (e.g., intercompany eliminations).
EliminationName: The name or description of the elimination entry.
EmplItemId: The identifier for the employee or item related to the budget entry.
ForecastModel_PROJ: The forecast model used for the project.
ForecastModel_RES_ETC: The forecast model used for resourcing, estimate to complete.
ForecastModel_RES_OPR: The forecast model used for resourcing, operational.
ForecastModel_RES_ORG: The forecast model used for resourcing, organizational.
ForecastModel_TOT: The overall forecast model.
ForecastModel_WBS_ETC: The forecast model for the work breakdown structure, estimate to complete.
ForecastModel_WBS_EV: The forecast model for the work breakdown structure, earned value.
ForecastModel_WBS_PV: The forecast model for the work breakdown structure, planned value.
LedgerTransDate: The date the budget transaction was posted to the ledger.
LinePropertyID: The identifier for the line property, which may indicate billing or cost characteristics.
ModelId: The identifier for the budget or forecast model.
PaymentDate: The date when payment is scheduled or expected.
PaymentStatus: An integer indicating the payment status (e.g., paid, pending).
ProjTransBudgetTransID: The unique identifier for the project budget transaction.
Voucher: The voucher number associated with the budget transaction.

AR Aging

Budget Sales

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