PSA Data Dictionary

Forecast_Enhanced_Detail_Category__c

Label: Billing Forecast Detail Category

Stores the weighted category totals for the related project or opportunity.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Actuals__c Actuals Spring 2019 The Actuals value is the sum of Billings: Expenses, Billings: Milestones, Billings: Misc Adjustments, and Billings: Timecards.

Currency(18,2)
Adjusted_Value__c Adjusted Value Spring 2019 Formula field representing the value displayed on the Billing Forecast page for this billing forecast detail category. If an override value is present, it is displayed. If no override value is present, the sum of the roll-up variance and original billing forecast value is displayed. If there is no override value or roll-up variance, the original billing forecast value is displayed.

Formula:
IF(NOT(ISNULL(Override_Value__c)),Override_Value__c,Forecast_Value__c)
Currency(18,2)
Billings_Expenses__c Billings: Expenses Spring 2019 The billings for expenses.

Currency(18,2)
Billings_Milestones__c Billings: Milestones Spring 2019 The billings for milestones.

Currency(18,2)
Billings_Misc_Adjustments__c Billings: Misc Adjustments Spring 2019 The billings for miscellaneous adjustments.

Currency(18,2)
Billings_Timecards__c Billings: Timecards Spring 2019 The billings for timecards.

Currency(18,2)
Category_Label__c Category Label Summer 2018 Lookup to the relevant billing forecast setup category label, for example, Expected.

Formula:
Forecast_Setup_Category__r.Label__c
Text
Forecast_Enhanced_Detail__c Billing Forecast Detail Summer 2018 Lookup to the relevant billing forecast detail record.

Looks up to: Forecast_Enhanced_Detail__c
MasterDetail
Forecast_Enhanced_Override__c Billing Forecast Override Spring 2019 Lookup to the currently active billing forecast override applied to this billing forecast detail category.

Looks up to: Forecast_Enhanced_Override__c
Lookup
Forecast_Setup_Category__c Billing Forecast Setup Category Summer 2018 Lookup to the billing forecast categories used on the Billing Forecast Setup page.

Looks up to: Forecast_Setup_Category__c
Lookup
Forecast_Value__c Billing Forecast Total Value Summer 2018 Calculated value for this billing forecast category, using the multipliers entered on the Billing Forecast Setup page.

Currency(18,2)
Override_CreatedBy__c Override Created By Spring 2019 Lookup to the user who created the currently active billing forecast override applied to this billing forecast detail category.

Looks up to: User

Lookup
Override_CreatedDate__c Override Created Date Spring 2019 Created date and time of the currently active billing forecast override applied to this billing forecast detail category.

Formula:
Forecast_Enhanced_Override__r.CreatedDate
DateTime
Override_Notes__c Override Notes Spring 2019 Notes on the currently active billing forecast override applied to this billing forecast detail category.

Formula:
Forecast_Enhanced_Override__r.Notes__c
Text
Override_Value__c Override Value Spring 2019 Value of the currently active billing forecast override applied to this billing forecast detail category.

Formula:
Forecast_Enhanced_Override__r.Override_Value__c
Currency(18,2)
Scheduled_Assignments__c Scheduled: Assignments Spring 2019 The scheduled assignments.

Currency(18,2)
Scheduled_Backlog__c Scheduled Backlog Spring 2019 The Scheduled Backlog value is the sum of Scheduled: Assignments, Scheduled: Held RRs, Scheduled: Unheld RRs, and Scheduled: Milestones.

Currency(18,2)
Scheduled_Held_Resource_Requests__c Scheduled: Held RRs Spring 2019 The scheduled held resource requests.

Currency(18,2)
Scheduled_Milestones__c Scheduled: Milestones Spring 2019 The scheduled milestones.

Currency(18,2)
Scheduled_Unheld_Resource_Requests__c Scheduled: Unheld RRs Spring 2019 The scheduled unheld resource requests.

Currency(18,2)
Unscheduled_Backlog__c Unscheduled Backlog Spring 2019 Potential backlog, in the context of perpetual time periods (All Time Periods).

Currency(18,2)


© Copyright 2009–2022 FinancialForce.com, inc. All rights reserved. Various trademarks held by their respective owners.