Budgets
This design is included in the Core module.
Description
Design for managing financial budgets, including sub-budgets and budget periods for tracking expenditure against allocations.
Properties
This design has the following properties.
| Property | Value |
|---|---|
| Name | Budgets |
| Code | designs_budgets |
| Type | Design |
| Context | Core |
| AI agent enabled | true |
| Icon | icon-budgets |
| Colour | #690095 |
| Title | {{attributes_budgetsName}} |
| Subtitle | Budget |
Implements
This design implements the following interfaces.
| Name | Code |
|---|---|
| Items With Reports | designInterfaces_itemsWithReports |
Attributes
This design has the following attributes. It may also inherit attributes from any of the interfaces it implements.
Name
The name of the budget (e.g. Highways Maintenance Budget 2025/26).
| Property | Value |
|---|---|
| Name | Name |
| Code | attributes_budgetsName |
| Type | String |
| Required | true |
| Unique | false |
| Read-only | false |
| AI agent enabled | true |
| Options | |
Code
A short reference code used to identify the budget in reports and integrations.
| Property | Value |
|---|---|
| Name | Code |
| Code | attributes_budgetsCode |
| Type | String |
| Required | true |
| Unique | false |
| Read-only | false |
| AI agent enabled | true |
| Options | |
Periods
Links to the collection of budget periods defining when and how budget value is allocated over time.
| Property | Value |
|---|---|
| Name | Periods |
| Code | attributes_budgetsPeriods |
| Type | Link |
| Required | false |
| Unique | false |
| Read-only | false |
| AI agent enabled | true |
| Links to | Budget Periods |
| Options | |
Sub Budget
Reference to a parent budget, allowing nested sub-budget structures.
| Property | Value |
|---|---|
| Name | Sub Budget |
| Code | attributes_budgetsSubBudget |
| Type | Link |
| Required | false |
| Unique | false |
| Read-only | false |
| AI agent enabled | true |
| Links to | Budgets |
| Options | |
Standard paths
This design doesn't have any standard paths of its own. However, it may inherit standard paths from any of the interfaces it implements.
Permissions
This design defines the following permissions.
| User group | Allowed |
|---|---|
| Budget Viewers | Read |
| Budget Managers | Read, Create, Edit, Delete |
Default attribute permissions
This design applies the following default permissions to all attributes for the following user groups.
| Allowed | User group | Code |
|---|---|---|
ReadOnly | Budget Viewers | userGroups_budgetViewers |
ReadWrite | Budget Managers | userGroups_budgetManagers |