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 name | Default label | Can hide |
|---|---|---|---|
| 1 | Actuals to Date | Actuals to Date | Yes |
| 2 | Adjusted % Complete | Adjusted % Complete | Yes |
| 3 | Adjusted % Override | Adjusted % Override | Yes |
| 4 | Allowance Type | Allowance Type | Yes |
| 5 | Amt | Amt | Yes |
| 6 | Applied | Applied | Yes |
| 7 | Asset Type | Asset Type | Yes |
| 8 | Category | Category | Yes |
| 9 | Commitments | Commitments | Yes |
| 10 | Contingency $ | Contingency $ | Yes |
| 11 | Contingency % | Contingency % | Yes |
| 12 | Cost $ | Cost $ | Yes |
| 13 | Cost Type | Cost Type | Yes |
| 14 | Description | Description | Yes |
| 15 | Escalation $ | Escalation $ | Yes |
| 16 | Escalation % | Escalation % | Yes |
| 17 | Estimated % Complete | Estimated % Complete | Yes |
| 18 | Forecast Over / (Under) Budget | Forecast Over / (Under) Budget | Yes |
| 19 | Forecasted Remaining Costs | Forecasted Remaining Costs | Yes |
| 20 | Freight $ | Freight $ | Yes |
| 21 | Freight % | Freight % | Yes |
| 22 | Fund Type | Fund Type | Yes |
| 23 | Gross Amount | Gross Amt | Yes |
| 24 | Item Name | Item Name | Yes |
| 25 | Line Ref | Line Ref | Yes |
| 26 | Margin $ | Margin $ | Yes |
| 27 | Margin % | Margin % | Yes |
| 28 | Net $ | Net $ | Yes |
| 29 | Notes | Notes | Yes |
| 30 | Previous % Complete | Previous % Complete | Yes |
| 31 | Purchase Order | Purchase Order | Yes |
| 32 | Quantity | Quantity | Yes |
| 33 | Quote | Quote | Yes |
| 34 | Rate | Rate | Yes |
| 35 | Sales Estimate Value | Sales Estimate Value | Yes |
| 36 | Sales Tax $ | Sales Tax $ | Yes |
| 37 | Sales Tax % | Sales Tax % | Yes |
| 38 | Stage | Stage | Yes |
| 39 | Supplier | Supplier | Yes |
| 40 | Tax | Tax | Yes |
| 41 | Tax Code | Tax Code | Yes |
| 42 | Tax Rate | Tax Rate | Yes |
| 43 | Total Committed Costs | Total Committed Costs | Yes |
| 44 | Total Cost To Complete | Total Cost To Complete | Yes |
| 45 | Total Other Costs | Total Other Costs | Yes |
| 46 | Unit | Unit | Yes |
| 47 | WP Location | WP Location | Yes |
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.