Budget Reference

This section provides quick-reference documentation for all budget-related fields, enum values, and configuration options.

Reference Topics

Complete reference for TRACK_ONLY, WARN_WHEN_EXCEEDED, REQUIRE_APPROVAL_WHEN_EXCEEDED, and BLOCK_WHEN_EXCEEDED.

Complete reference for PER_USER and SHARED_POOL allocation types.

Complete reference for BOOKING_PENDING, BOOKING_COMPLETED, BOOKING_CANCELLED, REFUND, ROLLOVER_IN, and ROLLOVER_OUT.

All fields for Budget, BudgetPeriod, UserBudgetPeriod, CostCenter, and assignment entities.

All company-level budget settings with defaults and valid values.

Mode	Enum Value	When Exceeded
Track Only	`TRACK_ONLY`	Allow (no restriction)
Warn	`WARN_WHEN_EXCEEDED`	Warn then allow
Require Approval	`REQUIRE_APPROVAL_WHEN_EXCEEDED`	Create booking request
Block	`BLOCK_WHEN_EXCEEDED`	Prevent booking

Type	Enum Value	Distribution
Per User	`PER_USER`	Each user gets full amount
Shared Pool	`SHARED_POOL`	All users share one pool

Type	Enum Value	Impact
Pending	`BOOKING_PENDING`	+pending, -remaining
Completed	`BOOKING_COMPLETED`	+spent, -pending
Cancelled	`BOOKING_CANCELLED`	-pending, +remaining
Refund	`REFUND`	-spent, +remaining
Rollover In	`ROLLOVER_IN`	+rollover in new period
Rollover Out	`ROLLOVER_OUT`	Documents outgoing rollover