Account Budget Summary Get

Retrieve account-scoped aggregate budget totals across every accessible, Budget Forecast-enabled client.

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Query Params
string
enum

Reporting cadence for the forecast columns. One of Quarter, Year, or Month. Month is available only to accounts enrolled in monthly budgeting.

Allowed:
int32
1 to 12

Number of periods to include; integer between 1 and 12 inclusive.

date-time

Anchor date-time for the first period. Use midnight UTC when calling with a calendar-day anchor.

boolean

Include items whose status is overdue. Defaults to true.

boolean

Include items whose status is not scheduled. Defaults to true.

string
^(eq|in):.+$

Budget type filter using the "eq:" or "in:" operator.

string
^(eq|in):.+$

Initiative status filter using the "eq:" or "in:" operator.

string
^(eq|in):.+$

Asset-type id filter for IT_DEBT rows using the "in:" operator.

string
^(eq):.+$

Third-party contract flag filter using the "eq:" operator.

string
^(cont|eq):.+$

Name filter using the "cont:" or "eq:" operator.

boolean

When true, IT_DEBT totals are split into one row per asset type with a non-null asset_type discriminator.

boolean

When true, INITIATIVE totals are split into one row per initiative status with a non-null initiative_status discriminator.

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