AdvoLogix Matter Management

Budget Summary Lightning Component⚡

Updated Jun 22, 2021

The Budget Summary lightning component provides a simple holistic view of your budget, with quick action buttons to add Fee and Expense details to your budget.

*PLEASE NOTE* The Budget Summary component is only available on lightning record pages associated with the budget object.

Deployment Use Cases

The AdvoLogix Budget Summary component is designed for use within the budget object's lightning record pages. The primary use case for the component is to assist users quick view of Fee and Expense Budget items.

Deployment Options

  • Display Columns: By default, the component loads with the following fields from the Budget Detail object as display columns (if no value is provided here):
    RecordTypeId,advpm__Start_Date__c,advpm__End_Date__c,advpm__UTBMS_Code__c, advpm__Timekeeper__c,advpm__Quantity__c,advpm__Rate__c,advpm__Total__c,advpm__Target__c
    • The field API names are combined into a single string of comma-separated values and will display the fields as columns in the order they are provided.
    • AdvoLogix enforces Record Type columns to be displayed at all times, even if it is not provided in the Display Columns list of fields.
    • If no value is provided here, then it will display the AdvoLogix controlled default column list.

Adding new Fee Budget and Expense Budget details from this component supports pre-population of the  Rate from the selected Timekeeper/UTBMS Code.

Previous Article Introduction to Budget Templates
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