PSA Data Dictionary

Assignment__c

Label: Assignment

Stores information about the allocation of a resource to a project and specifies the bill rate and cost rate for time entered. It references the schedule for a resource and, optionally, a project milestone.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
API_Assignment_Correlation_Id__c API Assignment Correlation ID Spring 2018 Text(255)
Action_Refresh_EVA_Hours_From_Timecards__c Action: Refresh EVA Hours From Timecards Pre-Spring 2018 If checked on save, refreshes Actual Time information on Est Vs Actuals records from Timecards associated with Assignment.

Checkbox false
Action_Refresh_Expense_Rollups__c Action: Refresh Expense Roll-Ups Spring 2020 If checked on save, recalculates information from expenses associated with the assignment.

Checkbox false
Action_Refresh_Hours_From_Schedule__c Action: Refresh Hours From Schedule Pre-Spring 2018 If checked on save, refreshes Scheduled Hours and Est Vs Actuals records related to Assignment Schedule.

Checkbox false
Action_Refresh_Timecard_Rollups__c Action: Refresh Timecard Roll-Ups Spring 2020 If checked on save, recalculates information from timecards associated with the assignment.

Checkbox false
Action_Sync_With_External_Calendar__c Action: Sync with External Calendar Winter 2023 Checkbox to sync assignment with external calendar.

Checkbox false
Assignment_Daily_Notes_Last_Updated__c Assignment Daily Notes Last Updated Pre-Spring 2018 Date-time of most recent insert/update/delete/undelete on the Assignment Daily Notes child records.

DateTime
Assignment_Daily_Notes__c Assignment Daily Notes Pre-Spring 2018 Shows concatenated notes from Assignment's Daily Notes child records.

LongTextArea(32000)
Assignment_Number__c Assignment Number Pre-Spring 2018 AutoNumber
Average_Cost_Rate_Currency_Code__c Average Cost Rate Currency Code Pre-Spring 2018 Text(3)
Average_Cost_Rate_Number__c Average Cost Rate Number Pre-Spring 2018 Number(18,2)
Average_Cost_Rate__c Average Cost Rate Pre-Spring 2018 Formula:
Average_Cost_Rate_Currency_Code__c & ' ' & TEXT(Average_Cost_Rate_Number__c)
Text
Batch_Sequence_Number__c Batch Sequence Number Pre-Spring 2018 Not intended for display. Needed to convert the autonumber to a numeric value for sorting.

Formula:
Value(Batch_Sequence__c)
Number(18,0)
Batch_Sequence__c Batch Sequence Pre-Spring 2018 An auto-number used for batch processing assignments. Not intended for display.

AutoNumber
Bill_Rate__c Bill Rate Pre-Spring 2018 Currency(18,4)
Billable_Amount_In_Financials__c Billable Amount In Financials Pre-Spring 2018 Currency(18,2) 0.00
Billable_Amount_Submitted__c Billable Amount Submitted Pre-Spring 2018 Currency(18,2) 0.00
Billable_Days_In_Financials__c Billable Days In Financials Pre-Spring 2018 Number(18,6) 0
Billable_Days_Submitted__c Billable Days Submitted Pre-Spring 2018 Number(18,6) 0
Billable_Expenses_In_Financials__c Billable Expenses In Financials Pre-Spring 2018 Currency(18,2) 0.00
Billable_Expenses_Submitted__c Billable Expenses Submitted Pre-Spring 2018 Currency(18,2) 0.00
Billable_Hours_In_Financials__c Billable Hours In Financials Pre-Spring 2018 Number(14,2) 0.00
Billable_Hours_Submitted__c Billable Hours Submitted Pre-Spring 2018 Number(14,2) 0.00
Closed_for_Expense_Entry__c Closed for Expense Entry Pre-Spring 2018 If checked, indicates that Expense Reports and Expenses may no longer be entered for this Assignment. Is checked automatically when the Assignment's Project is Closed for Expense Entry.

Checkbox false
Closed_for_Time_Entry__c Closed for Time Entry Pre-Spring 2018 If checked, indicates that Timecards may no longer be entered for this Assignment. Is checked automatically when the Assignment's Project is Closed for Time Entry.

Checkbox false
Cost_Rate_Amount__c Cost Rate Amount Pre-Spring 2018 Number(18,2) 0.00
Cost_Rate_Currency_Code__c Cost Rate Currency Code Pre-Spring 2018 Text(3)
Cost_Rate__c Cost Rate Pre-Spring 2018 Formula:
Cost_Rate_Currency_Code__c & ' ' & TEXT(ROUND(Cost_Rate_Amount__c,2))
Text
Daily_Bill_Rate__c Bill Rate is Daily Rate Pre-Spring 2018 Checkbox false
Daily_Cost_Rate__c Cost Rate is Daily Rate Pre-Spring 2018 Checkbox false
Daily_Timecard_Notes_Required__c Daily Timecard Notes Required Pre-Spring 2018 Checkbox false
Default_Assignment_to_Sync_Jira_Worklog__c Use for Syncing Time from Jira Fall 2019 Determines if this assignment is used for syncing time from Jira.

Checkbox false
Description__c Description Pre-Spring 2018 Text(255)
ERP_Absence_Correlation_Id__c Foundations Absence Correlation Pre-Spring 2018 This records the absence request correlation key used within the Foundations system.

Text(255)
Eligible_for_Schedule_Recalculation__c Eligible for Schedule Recalculation Pre-Spring 2018 Checkbox false
End_Date__c End Date Pre-Spring 2018 Formula:
Schedule__r.End_Date__c
Date
Estimated_Time_To_Completion__c Estimated Time To Completion Pre-Spring 2018 Number(8,2) 0.00
Exclude_From_Utilization__c Exclude from Utilization Spring 2020 When selected, this assignment is excluded from Utilization calculations.

Checkbox false
Exclude_from_Billing__c Exclude from Billing Pre-Spring 2018 If this flag is checked, then all of the Assignment's child Timecard Splits and Expenses will be created with their Exclude from Billing flag checked, which would make them *not* eligible for Billing Generation. This can be overridden at the child level.

Checkbox false
Exclude_from_Planners__c Exclude from Planners Pre-Spring 2018 Checkbox false
Hours_to_Days_Rule__c Hours to Days Rule Pre-Spring 2018 Specifies how to convert hours to days for time cards against this assignment

Looks up to: Hours_to_Days_Rule__c
Lookup
Is_Billable__c Billable Pre-Spring 2018 Checkbox false
Location__c Location Pre-Spring 2018 Picklist:
ALABAMA
ALASKA
AMERICAN SAMOA
ANZAC
ARIZONA
ARKANSAS
ASIA
CALIFORNIA
CANADA
COLORADO
CONNECTICUT
DELAWARE
DISTRICT OF COLUMBIA
EMEA
FEDERATED STATES OF MICRONESIA
FLORIDA
GEORGIA
GUAM
HAWAII
IDAHO
ILLINOIS
INDIANA
IOWA
KANSAS
KENTUCKY
LATIN AMERICA
LOUISIANA
MAINE
MARSHALL ISLANDS
MARYLAND
MASSACHUSETTS
MEXICO
MICHIGAN
MINNESOTA
MISSISSIPPI
MISSOURI
MONTANA
NEBRASKA
NEVADA
NEW HAMPSHIRE
NEW JERSEY
NEW MEXICO
NEW YORK
NORTH CAROLINA
NORTH DAKOTA
NORTHERN MARIANA ISLANDS
OHIO
OKLAHOMA
OREGON
OTHER
PALAU
PENNSYLVANIA
PUERTO RICO
RHODE ISLAND
SOUTH CAROLINA
SOUTH DAKOTA
TENNESSEE
TEXAS
UTAH
VERMONT
VIRGIN ISLANDS
VIRGINIA
WASHINGTON
WEST VIRGINIA
WISCONSIN
WYOMING
Milestone__c Milestone Pre-Spring 2018 If an Assignment is associated with a Milestone, Timecards logged for that Assignment will, by default, also be associated with the Milestone on the Assignment at the time.

Looks up to: Milestone__c
Lookup
Nick_Name__c Nickname Pre-Spring 2018 Alias for the assignment name.

Text(255)
Non_Billable_Days_In_Financials__c Non-Billable Days In Financials Pre-Spring 2018 Number(18,6) 0
Non_Billable_Days_Submitted__c Non-Billable Days Submitted Pre-Spring 2018 Number(18,6) 0
Non_Billable_Expenses_In_Financials__c Non-Billable Expenses In Financials Pre-Spring 2018 Currency(18,2) 0.00
Non_Billable_Expenses_Submitted__c Non-Billable Expenses Submitted Pre-Spring 2018 Currency(18,2) 0.00
Non_Billable_Hours_In_Financials__c Non-Billable Hours In Financials Pre-Spring 2018 Number(14,2) 0.00
Non_Billable_Hours_Submitted__c Non-Billable Hours Submitted Pre-Spring 2018 Number(14,2) 0.00
Override_Expense_Group__c Override Expense Group Pre-Spring 2018 If set, overrides the default Group to which this Assignment's Expense Transactions will roll up for Group Actuals, even if the Project or Resource are in a different Group. Note that either way, the Expense Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals.

Looks up to: Grp__c
Lookup
Override_Expense_Practice__c Override Expense Practice Pre-Spring 2018 If set, overrides the default Practice to which this Assignment's Expense Transactions will roll up for Practice Actuals, even if the Project or Resource are in a different Practice. Note that either way, the Expense Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals.

Looks up to: Practice__c
Lookup
Override_Expense_Region__c Override Expense Region Pre-Spring 2018 If set, overrides the default Region to which this Assignment's Expense Transactions will roll up for Regional Actuals, even if the Project or Resource are in a different Region. Note that either way, the Expense Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals.

Looks up to: Region__c
Lookup
Override_RPG_Audit_Notes__c Override RPG Audit Notes Pre-Spring 2018 Audit Notes related to any Overrides for the Region/Practice/Group of the Assignment's Timecard (Revenue and Cost) and Expense-related Transactions.

TextArea
Override_RPG_Enabled__c Override RPG Enabled Pre-Spring 2018 If checked, allows Override Regions, Practices, and Groups to be set for the Assignment's Timecard (Revenue and Cost) and Expense-related Transactions.

Checkbox false
Override_Timecard_Cost_Group__c Override Timecard Cost Group Pre-Spring 2018 If set, overrides the default Group to which this Assignment's Timecard Cost Transactions will roll up for Group Actuals, even if the Project or Resource are in a different Group. Note that either way, the Timecard Cost Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals.

Looks up to: Grp__c
Lookup
Override_Timecard_Cost_Practice__c Override Timecard Cost Practice Pre-Spring 2018 If set, overrides the default Practice to which this Assignment's Timecard Cost Transactions will roll up for Practice Actuals, even if the Project or Resource are in a different Practice. Note that either way, the Timecard Cost Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals.

Looks up to: Practice__c
Lookup
Override_Timecard_Cost_Region__c Override Timecard Cost Region Pre-Spring 2018 If set, overrides the default Region to which this Assignment's Timecard Cost Transactions will roll up for Regional Actuals, even if the Project or Resource are in a different Region. Note that either way, the Timecard Cost Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals.

Looks up to: Region__c
Lookup
Override_Timecard_Revenue_Group__c Override Timecard Revenue Group Pre-Spring 2018 If set, overrides the default Group to which this Assignment's Timecard Revenue Transactions will roll up for Group Actuals, even if the Project or Resource are in a different Group. Note that either way, the Timecard Revenue Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals.

Looks up to: Grp__c
Lookup
Override_Timecard_Revenue_Practice__c Override Timecard Revenue Practice Pre-Spring 2018 If set, overrides the default Practice to which this Assignment's Timecard Revenue Transactions will roll up for Practice Actuals, even if the Project or Resource are in a different Practice. Note that either way, the Timecard Revenue Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals.

Looks up to: Practice__c
Lookup
Override_Timecard_Revenue_Region__c Override Timecard Revenue Region Pre-Spring 2018 If set, overrides the default Region to which this Assignment's Timecard Revenue Transactions will roll up for Regional Actuals, even if the Project or Resource are in a different Region. Note that either way, the Timecard Revenue Transactions will continue to roll up to the same Project's Project Actuals and same Resource's Resource Actuals.

Looks up to: Region__c
Lookup
Percent_Allocated__c Percent Allocated Pre-Spring 2018 Number(3,0) 100
Planned_Bill_Rate__c Planned Bill Rate Pre-Spring 2018 Currency(18,4)
Planned_Hours__c Planned Hours Pre-Spring 2018 User editable number of hours originally planned for this assignment. NOTE: this field is user maintained and will not be updated automatically.

Number(12,2) 0
Planned_Revenue__c Planned Revenue (Hours) Pre-Spring 2018 Planned Hours * Bill Rate

Formula:
Planned_Hours__c * Bill_Rate__c
Currency(18,2)
Project_Task_Hours__c Project Task Hours Pre-Spring 2018 Number(18,2)
Project__c Project Pre-Spring 2018 Looks up to: Proj__c
Lookup
Projected_Revenue__c Projected Revenue Pre-Spring 2018 Currency(18,2)
Rate_Card__c Rate Card Pre-Spring 2018 Looks up to: Rate_Card__c
Lookup
Resource_Cost_Rate_Date__c Resource Cost Rate Date Pre-Spring 2018 Date TODAY()
Resource_Request__c Resource Request Pre-Spring 2018 Resource Request Lookup populated only when assignment is created from a resource request.

Looks up to: Resource_Request__c
Lookup
Resource__c Resource Pre-Spring 2018 Looks up to: Contact

Lookup
Role__c Role Pre-Spring 2018 Picklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer
Schedule_Updated__c Schedule Updated Pre-Spring 2018 Checkbox true
Schedule__c Schedule Pre-Spring 2018 Looks up to: Schedule__c
Lookup
Scheduled_Days__c Scheduled Days Pre-Spring 2018 Formula:
Schedule__r.Scheduled_Days__c
Number(18,2)
Scheduled_Hours__c Scheduled Hours Pre-Spring 2018 Formula:
Schedule__r.Scheduled_Hours__c
Number(18,2)
Send_to_Third_Party_Expenses_Application__c Send to Third-Party Expenses Application Spring 2019 Controls whether or not the assignment is sent to a third-party expenses application.

Formula:
AND(Resource__r.Is_Resource__c , Resource__r.Is_Resource_Active__c , NOT(Project__r.Closed_for_Expense_Entry__c), NOT(Closed_for_Expense_Entry__c))
Checkbox
Show_Assignment_Methodologies_Only__c Show Assignment Methodologies Only Pre-Spring 2018 Indicates whether the Methodology field on the Time Entry page and Expense Entry page only lists assignment methodologies. When true, only assignment methodologies are shown. When false, the methodologies that belong to the project to which the assignment relates are shown. The default value is false.

Checkbox false
Show_Assignment_Milestones_Only__c Show Assignment Milestones Only Pre-Spring 2018 Indicates whether the Milestone field on the Time Entry page and Expense Entry page only lists assignment milestones. When true, only assignment milestones are shown. When false, the milestones that belong to the project to which the assignment relates are shown. The default value is false.

Checkbox false
Show_Assignment_Phases_Only__c Show Assignment Phases Only Pre-Spring 2018 Indicates whether the Phase field on the Time Entry page and Expense Entry page only lists assignment phases. When true, only assignment phases are shown. When false, the phases that belong to the project to which the assignment relates are shown. The default value is false.

Checkbox false
Source__c Source Summer 2022 If set, this indicates how the assignment was created.

Picklist:
Auto-Assign
Start_Date__c Start Date Pre-Spring 2018 Formula:
Schedule__r.Start_Date__c
Date
Status__c Status Pre-Spring 2018 Picklist:
Closed
Scheduled
Tentative
Suggested_Bill_Rate_Currency_Code__c Suggested Bill Rate Currency Code Pre-Spring 2018 Text(3)
Suggested_Bill_Rate_Number__c Suggested Bill Rate Number Pre-Spring 2018 Number(18,4)
Suggested_Bill_Rate__c Suggested Bill Rate Pre-Spring 2018 Formula:
Suggested_Bill_Rate_Currency_Code__c & ' ' & TEXT(Suggested_Bill_Rate_Number__c)
Text
Team_Member_Swap_Date__c Team Member Swap Date Spring 2018 This field shows the date on which most recent swap occurred. Note this field is only used in the swap shift functionality in Team Schedule Planner.

Date
Team_Member_Swapped_Out__c Team Member Swapped Out Spring 2018 This field shows the most recent resource who was previously assigned to the assignment before the action of shift swap. Note this field is used in the swap shift functionality in Team Schedule Planner.

Looks up to: Contact

Lookup
Team_Schedule_Slot_Key__c Team Schedule Slot Key Pre-Spring 2018 A list of the related Project, Resource, and Team Schedule Slot IDs.

Text(255)
Team_Schedule_Slot__c Team Schedule Slot Pre-Spring 2018 The team schedule slot.

Looks up to: Team_Schedule_Slot__c
Lookup
Third_Party_Expenses_App_Correlation_ID__c Third-Party Expenses App Correlation ID Fall 2020 Unique identifier of the assignment in a third-party expenses application. Used for synchronization.

Text(255)
Time_Credited__c Time Credited Pre-Spring 2018 This checkbox should be checked for non-billable Assignments for which hours are credited towards utilization.

Checkbox false
Time_Excluded__c Time Excluded Pre-Spring 2018 This checkbox should be checked for non-billable assignments for which time should neither count for or against utilization.

Checkbox false
Timecard_External_Costs_In_Financials__c Timecard External Costs In Financials Pre-Spring 2018 Currency(18,2) 0.00
Timecard_External_Costs_Submitted__c Timecard External Costs Submitted Pre-Spring 2018 Currency(18,2) 0.00
Timecard_Internal_Costs_In_Financials__c Timecard Internal Costs In Financials Pre-Spring 2018 Currency(18,2) 0.00
Timecard_Internal_Costs_Submitted__c Timecard Internal Costs Submitted Pre-Spring 2018 Currency(18,2) 0.00
Use_Project_Currency_For_Resource_Cost__c Use Project Currency For Resource Cost Pre-Spring 2018 Checkbox false
Use_Resource_Currency_For_Resource_Cost__c Use Resource Currency For Resource Cost Pre-Spring 2018 Checkbox false
Use_Resource_Default_Cost_Rate__c Use Resource Default Cost Rate Pre-Spring 2018 Checkbox false
Use_Resource_Default_Cost_Rate_as_Daily__c Use Resource Default Cost Rate as Daily Pre-Spring 2018 Checkbox false


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