PSA Data Dictionary

Expense_Limit_Rate__c

Label: Expense Limit / Rate

Depending on the type of expense incurred, either enforces a maximum amount (for example, Personal Meals) or calculates an amount based on a per-unit rate (for example, Auto Mileage). You can create a limit or rate for a particular time period or role. Also depends on the project's region, practice, or group (RPG). Expense limits/rates have a lookup relationship to one of the following: RPG or project.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Amount__c Amount Pre-Spring 2018 Currency(18,4) 0.00
Cascading__c Cascading Pre-Spring 2018 If checked, this checkbox determines whether the limit or rate applies to the child Projects/Regions/Practices/Groups of the specified Project/Region/Practice/Group.

Checkbox false
Currency_Effective_Date__c Currency Effective Date Pre-Spring 2018 Date Today()
Description__c Description Pre-Spring 2018 TextArea
End_Date__c End Date Pre-Spring 2018 Expense Limit/Rate end date

Date
Group__c Group Pre-Spring 2018 Looks up to: Grp__c
Lookup
Is_Active__c Active Pre-Spring 2018 Checkbox true
Is_Rate__c Rate Pre-Spring 2018 Checkbox false
Practice__c Practice Pre-Spring 2018 Looks up to: Practice__c
Lookup
Project__c Project Pre-Spring 2018 Looks up to: Proj__c
Lookup
Rate_Unit__c Rate Unit Pre-Spring 2018 Picklist:
Kilometer
Mile
Region__c Region Pre-Spring 2018 Looks up to: Region__c
Lookup
Resource_Role__c Resource Role Pre-Spring 2018 MultiselectPicklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer
Start_Date__c Start Date Pre-Spring 2018 Expense Limit/Rate start date.

Date
Type__c Type Pre-Spring 2018 Picklist:
Airfare
Auto Mileage
Business Meals
Car Rental
Employee Relations
Gasoline
General and Admin Expenses
IT Equipment and Services
Lodging (Room and Tax)
Miscellaneous
Office Supplies and Services
Personal Meals
Phone
Postage and Shipping
Recruiting
Subway
Taxi


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