Easiest way to get the values: trigger a script that calculates
ExecuteSQL ( "
FROM \"Budget Codes\"
WHERE default_load = 1
" ; "" ; ""
and sets the field to that value.
An easier way to merely display the flagged records from Budget Codes: in Quote_Detail, create a numeric toggle field, and to your existing portal add the portal filter calculation
not Quote_Detail::toggleField or Budget Codes::default_load
That allows you to switch the portal record display between all related records and just the flagged ones by toggling the switch field between 1 and 0/empty.
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here's a note from the FM SQL reference
The FileMaker Pro ExecuteSQL function lets you retrieve data from table occurrences named in the relationships graph but independent of any defined relationships. You can retrieve data from multiple tables without creating table joins or any relationship between the tables. In some cases, you may be able to reduce the complexity of your relationships graph by using the ExecuteSQL function.
The fields you query with the ExecuteSQL function do not have to be on any layout, so you can use the ExecuteSQL function to retrieve data independent of any layout context. Because of this context independence, using the ExecuteSQL function in scripts may improve the portability of the scripts. You can use the ExecuteSQL function anywhere you can specify calculations, including for charting and reporting.