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Planview Customer Success Center

Backend changes for Budget UDFs in version 2014 (2014 SP2)

QUESTION:

Cannot figure out the budget UDF's. The budgetID is not the EntityID, the description field has a fiscal period ?


ANSWER:

EntityID for Budget entity maps to Budget.lastrevisionid

The budget UDFs are tracked by revision and defined at the billing office level.
To get the budgetid, join to revisionhistory where the udfcode.entityid = revisionhistory.revisionid and the budgetid is the revisionhistory.budgetid.