Our IT Spend Budget data is contained in the HG IT Spend object that is created with the managed package. This information can be surfaced on either Account or Lead records, but does not live on those objects themselves. Below are more details on the fields included in the Fields & Relationships section of the object
Out of the box, these fields are used to populate our Visualforce table and connected page layouts.
Beyond the assets included in the managed package, fields within the HG IT Spend object can be flexibly used across a variety of processes including reporting, scoring, and custom field flows.
Below is a list of all fields included on this object:
| Field Label | Field Name | Type |
| Account Id | HG_Insights__Account__c | Lookup(Account) |
| Created By | CreatedById | Lookup(User) |
| HG Force Id | HG_Insights__HGForceId__c | Text(255) (External ID) (Unique Case Sensitive) |
| HGFirmographic Name | Name | Text(80) |
| HGId | HG_Insights__HGId__c | Text(255) |
| Id |
Name | Text(80) |
| Last Modified By | LastModifiedById | Lookup(User) |
| LeadId | HG_Insights__Lead__c | Lookup(Lead) |
| Owner | OwnerId | Lookup(User,Group) |
| Spend Category Amount | HG_Insights__Spend_Category_Amount__c | Currency(14, 2) |
| Spend Category Name | HG_Insights__SpendDetailSpendCatName__c | Text(255) |
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