Group_Plan__c
Label: Group Plan Captures planned bookings, billings, costs, margin, revenue, and utilization for the group over a defined time period. Apart from services forecasting, fields on this object are not validated (other than for format) or used in any formulae. Groups and time periods have a master-detail relationship with group plans.
| End_Date__c |
End Date |
Pre-Spring 2018 |
Formula:
Time_Period__r.End_Date__c
|
Date |
|
| Group_Owner__c |
Group Owner |
Pre-Spring 2018 |
Formula:
Group__r.Group_Head__r.FirstName & " " & Group__r.Group_Head__r.LastName
|
Text |
|
| Group_Plan_For__c |
Group Plan For |
Pre-Spring 2018 |
Concatenated Group and Time Period Names (with a hyphen, ' - ', in between).
Formula:
Group__r.Name & ' - ' & Time_Period__r.Name
|
Text |
|
| Group__c |
Group |
Pre-Spring 2018 |
Looks up to: Grp__c
|
MasterDetail |
|
| Planned_Billings__c |
Planned Billings |
Pre-Spring 2018 |
|
Currency(18,2) |
|
| Planned_Bookings__c |
Planned Bookings |
Pre-Spring 2018 |
|
Currency(18,2) |
|
| Planned_External_Costs__c |
Planned External Costs |
Pre-Spring 2018 |
|
Currency(18,2) |
|
| Planned_Internal_Costs__c |
Planned Internal Costs |
Pre-Spring 2018 |
|
Currency(18,2) |
|
| Planned_Margin__c |
Planned Margin |
Pre-Spring 2018 |
Formula:
Planned_Billings__c - Planned_External_Costs__c - Planned_Internal_Costs__c
|
Currency(18,2) |
|
| Planned_Revenue__c |
Planned Revenue |
Pre-Spring 2018 |
|
Currency(18,2) |
|
| Planned_Utilization__c |
Planned Utilization |
Pre-Spring 2018 |
|
Percent(5,2) |
|
| Start_Date__c |
Start Date |
Pre-Spring 2018 |
Formula:
Time_Period__r.Start_Date__c
|
Date |
|
| Time_Period_Type__c |
Time Period Type |
Pre-Spring 2018 |
Formula:
TEXT(Time_Period__r.Type__c)
|
Text |
|
| Time_Period__c |
Time Period |
Pre-Spring 2018 |
Looks up to: Time_Period__c
|
MasterDetail |
|
| Unique_Name__c |
Unique Name |
Pre-Spring 2018 |
Unique system field: concatenation of Group and Time Period IDs with a hyphen ('-') in between
|
Text(80) |
|
| 