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  • Project Financials
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    • Install & configure Project Financials
    • How to

      • Creating a project
      • Customise terminology (rename records)
        • Estimate columns
        • Budget columns
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      • Estimating

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    • Reference

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  • Retainage
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  • Project Storage
    • Install & configure
    • How to

      • Enable the project files subtab
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Budget columns

The Budget Columns subtab on the Rename Records page controls the column headings shown in the Budget worksheet. You can change the Label for any column, and use the Hide checkbox to remove columns that aren't relevant to your business.

The Budget worksheet includes all the columns from the Estimate worksheet plus additional columns for actuals tracking, completion percentages, commitments, and forecasting.

Hidden columns are removed from the worksheet entirely. Only an administrator can restore them by unchecking Hide on this page.

When to use this

Use this reference when you want to rename or hide columns in the Budget worksheet. See Customise terminology (rename records) for the overall workflow.

Prerequisites

  • NetSuite administrator access
  • The Rename Records page open in FullClarity (FullClarity → Project Financials → Rename Records → Budget Columns tab)

Walkthrough

Walkthrough coming

A step-by-step Scribe walkthrough for this task is being recorded.

Column reference

#Column nameDefault labelCan hide
1Actuals to DateActuals to DateYes
2Adjusted % CompleteAdjusted % CompleteYes
3Adjusted % OverrideAdjusted % OverrideYes
4Allowance TypeAllowance TypeYes
5AmtAmtYes
6AppliedAppliedYes
7Asset TypeAsset TypeYes
8CategoryCategoryYes
9CommitmentsCommitmentsYes
10Contingency $Contingency $Yes
11Contingency %Contingency %Yes
12Cost $Cost $Yes
13Cost TypeCost TypeYes
14DescriptionDescriptionYes
15Escalation $Escalation $Yes
16Escalation %Escalation %Yes
17Estimated % CompleteEstimated % CompleteYes
18Forecast Over / (Under) BudgetForecast Over / (Under) BudgetYes
19Forecasted Remaining CostsForecasted Remaining CostsYes
20Freight $Freight $Yes
21Freight %Freight %Yes
22Fund TypeFund TypeYes
23Gross AmountGross AmtYes
24Item NameItem NameYes
25Line RefLine RefYes
26Margin $Margin $Yes
27Margin %Margin %Yes
28Net $Net $Yes
29NotesNotesYes
30Previous % CompletePrevious % CompleteYes
31Purchase OrderPurchase OrderYes
32QuantityQuantityYes
33QuoteQuoteYes
34RateRateYes
35Sales Estimate ValueSales Estimate ValueYes
36Sales Tax $Sales Tax $Yes
37Sales Tax %Sales Tax %Yes
38StageStageYes
39SupplierSupplierYes
40TaxTaxYes
41Tax CodeTax CodeYes
42Tax RateTax RateYes
43Total Committed CostsTotal Committed CostsYes
44Total Cost To CompleteTotal Cost To CompleteYes
45Total Other CostsTotal Other CostsYes
46UnitUnitYes
47WP LocationWP LocationYes

Total: 47 columns

Columns unique to Budget

The following columns appear in the Budget worksheet but not in the Estimate worksheet: Actuals to Date, Adjusted % Complete, Adjusted % Override, Commitments, Estimated % Complete, Forecast Over / (Under) Budget, Forecasted Remaining Costs, Line Ref, Previous % Complete, Sales Estimate Value, Total Committed Costs, and Total Cost To Complete.

What success looks like

After saving your changes, the Budget worksheet immediately reflects the new column labels. Any columns you've hidden are no longer visible to users in the worksheet.

Gotchas

  • Hidden columns are not deleted. Data is preserved; the column is simply not shown. An administrator can restore it at any time.
  • Sales Estimate Value is Budget-only. This column does not appear in the Forecast worksheet.
  • Hiding progress columns affects reporting. Columns like Actuals to Date and Estimated % Complete are important for project health tracking — consult with your team before hiding them.
Last Updated: 6/7/26, 12:13 AM
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Forecast columns