Timecard__c

Label: Timecard Split

Represents a whole timecard or part of a timecard. FinancialForce PSA creates timecard splits when a timecard spans the boundary of a time period, allowing you to bill for part of a timecard. Submission, approval, and inclusion in financials occur on the timecard, but subsequent billing and invoicing are associated with child timecard splits. Note the object name, Timecard, and API name, pse__Timecard__c. Timecards (pse__Timecard_Header__c) have a master-detail relationship with timecard splits.

Field Name	Field Label	Created in Version	Description	Type	Default Value
Approved__c	Approved	Pre-Spring 2018	This checkbox should be checked when the Timecard Split is approved, which should be based on whether its parent Timecard is approved.	Checkbox	false
Approved_for_Billing__c	Approved for Billing	Pre-Spring 2018		Checkbox	false
Approved_for_Vendor_Payment__c	Approved for Vendor Payment	Pre-Spring 2018		Checkbox	false
Assignment__c	Assignment	Pre-Spring 2018	Looks up to: Assignment__c	Lookup
Bill_Date__c	Bill Date	Pre-Spring 2018		Date
Bill_Transaction__c	Bill Transaction	Pre-Spring 2018	Looks up to: Transaction__c	Lookup
Billable__c	Billable	Pre-Spring 2018		Checkbox	true
Billed__c	Billed	Pre-Spring 2018		Checkbox	false
Billing_Event_Invoiced__c	Billing Event Invoiced	Pre-Spring 2018	Reflects Invoiced flag value on Billing Event Item's parent Billing Event Formula: IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),$Label.common_label_n_a,IF(Billing_Event_Item__r.Billing_Event__r.Invoiced__c,$Label.common_label_yes,$Label.common_label_no))	Text
Billing_Event_Item__c	Billing Event Item	Pre-Spring 2018	Looks up to: Billing_Event_Item__c	Lookup
Billing_Event_Released__c	Billing Event Released	Pre-Spring 2018	Reflects Released flag value on Billing Event Item's parent Billing Event Formula: IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),$Label.common_label_n_a,IF(Billing_Event_Item__r.Billing_Event__r.Is_Released__c,$Label.common_label_yes,$Label.common_label_no))	Text
Billing_Event_Status__c	Billing Event Status	Pre-Spring 2018	Status pick list value on Billing Event Item's parent Billing Event Formula: IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),'',TEXT(Billing_Event_Item__r.Billing_Event__r.Status__c))	Text
Billing_Event__c	Billing Event	Pre-Spring 2018	Formula hyperlink to the Billing Event (parent record to the Bill Event Item) if any. Formula: IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),'',HYPERLINK('/'&Billing_Event_Item__r.Billing_Event__c, IF(OR(ISNULL(Billing_Event_Item__r.Billing_Event__r.Name),ISBLANK(Billing_Event_Item__r.Billing_Event__r.Name)),Billing_Event_Item__r.Billing_Event__c,(Billing_Event_Item__r.Billing_Event__r.Name))))	Text
Billing_Hold__c	Billing Hold	Pre-Spring 2018	If true, this item cannot be billed	Checkbox	false
Cost_Rate_Currency_Code__c	Cost Rate Currency Code	Pre-Spring 2018	Formula: Timecard_Header__r.Cost_Rate_Currency_Code__c	Text
Cost_Rate_Exchange_Rate__c	Cost Rate Exchange Rate	Pre-Spring 2018	Cost Rate Exchange Rate, relative to Corporate Currency, calculated on End Date of Timecard Split	Number(18,6)	1
Cost_Transaction__c	Cost Transaction	Pre-Spring 2018	Looks up to: Transaction__c	Lookup
Eligible_for_Billing__c	Eligible for Billing	Pre-Spring 2018	Indicates Timecard Split is in a state that is eligible for Billing Event Generation (not including the Approved for Billing flag, which may also be required per global config). This means all of the following conditions must be met: Billing Hold = false Exclude from Billing = false Include In Financials = true Billable = true Billed = false Invoiced = false Billing Event Item = {blank} Project = {not blank} Project's Account = {not blank} Project Exclude From Billing = false Formula: IF(AND(NOT(Billing_Hold__c),NOT(Exclude_from_Billing__c),Include_In_Financials__c,Billable__c,NOT(Billed__c),NOT(Invoiced__c),OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c)),NOT(OR(ISNULL(Project__c),ISBLANK(Project__c))),NOT(OR(ISNULL(Project__r.Account__c),ISBLANK(Project__r.Account__c))),NOT(Project__r.Exclude_From_Billing__c)),$Label.common_label_yes,$Label.common_label_no)	Text
End_Date__c	End Date	Pre-Spring 2018		Date
Est_Vs_Actuals__c	Est Vs Actuals	Pre-Spring 2018	OBSOLETE FIELD Looks up to: Est_Vs_Actuals__c	Lookup
Estimated_Time_To_Completion__c	Estimated Time To Completion	Pre-Spring 2018		Number(8,2)	0.00
Exclude_from_Billing__c	Exclude from Billing	Pre-Spring 2018	If checked, never bill this business record. Same effect as Billing Hold, but intended to reflect a permanent exclusion from Billing Generation.	Checkbox	false
External_Resource__c	External Resource	Pre-Spring 2018		Checkbox	false
Friday_Hours__c	Friday Hours	Pre-Spring 2018		Number(4,2)	0.00
Friday_Notes__c	Friday Notes	Pre-Spring 2018		Text(255)
Include_In_Financials__c	Include In Financials	Pre-Spring 2018		Checkbox	false
Invoice_Date__c	Invoice Date	Pre-Spring 2018		Date
Invoice_Number__c	Invoice Number	Pre-Spring 2018		Text(80)
Invoice_Transaction__c	Invoice Transaction	Pre-Spring 2018	Looks up to: Transaction__c	Lookup
Invoiced__c	Invoiced	Pre-Spring 2018		Checkbox	false
Location_Fri__c	Location - Fri	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
Location_Mon__c	Location - Mon	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
Location_Sat__c	Location - Sat	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
Location_Sun__c	Location - Sun	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
Location_Thu__c	Location - Thu	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
Location_Tue__c	Location - Tue	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
Location_Wed__c	Location - Wed	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	Looks up to: Milestone__c	Lookup
Monday_Hours__c	Monday Hours	Pre-Spring 2018		Number(4,2)	0.00
Monday_Notes__c	Monday Notes	Pre-Spring 2018		Text(255)
Override_Cost_Group_Currency_Code__c	Override Cost Group Currency Code	Pre-Spring 2018		Text(3)
Override_Cost_Group__c	Override Cost Group	Pre-Spring 2018	If set, it overrides the Group to which the TC Split 's Cost Transactions will roll up for Group Actuals, even if its Project or Resource are in a different Group. Note that either way, the 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_Cost_Practice_Currency_Code__c	Override Cost Practice Currency Code	Pre-Spring 2018		Text(3)
Override_Cost_Practice__c	Override Cost Practice	Pre-Spring 2018	If set, it overrides the Practice to which the TC Split 's Cost Transactions will roll up for Practice Actuals, even if its Project or Resource are in a different Practice. Note that either way, the 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_Cost_Region_Currency_Code__c	Override Cost Region Currency Code	Pre-Spring 2018		Text(3)
Override_Cost_Region__c	Override Cost Region	Pre-Spring 2018	If set, it overrides the Region to which the TC Split 's Cost Transactions will roll up for Regional Actuals, even if its Project or Resource are in a different Region. Note that either way, the 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_Revenue_Group_Currency_Code__c	Override Revenue Group Currency Code	Pre-Spring 2018		Text(3)
Override_Revenue_Group__c	Override Revenue Group	Pre-Spring 2018	If set, it overrides the Group to which the TC Split 's Revenue Transactions will roll up for Group Actuals, even if its Project or Resource are in a different Group. Note that either way, the 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_Revenue_Practice_Currency_Code__c	Override Revenue Practice Currency Code	Pre-Spring 2018		Text(3)
Override_Revenue_Practice__c	Override Revenue Practice	Pre-Spring 2018	If set, it overrides the Practice to which the TC Split 's Revenue Transactions will roll up for Practice Actuals, even if its Project or Resource are in a different Practice. Note that either way, the 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_Revenue_Region_Currency_Code__c	Override Revenue Region Currency Code	Pre-Spring 2018		Text(3)
Override_Revenue_Region__c	Override Revenue Region	Pre-Spring 2018	If set, it overrides the Region to which the TC Split 's Revenue Transactions will roll up for Regional Actuals, even if its Project or Resource are in a different Region. Note that either way, the 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
Project_Exchange_Rate__c	Project Exchange Rate	Pre-Spring 2018	Project (Bill Rate) Exchange Rate, relative to Corporate Currency, calculated on End Date of Timecard Split	Number(18,6)	1
Project__c	Project	Pre-Spring 2018	Looks up to: Proj__c	Lookup
Recognition_Method__c	Recognition Method	Fall 2019	The recognition method to apply to this record for revenue forecasting.	Picklist
Resource__c	Resource	Pre-Spring 2018	Looks up to: Contact	Lookup
Revenue_Transaction__c	Revenue Transaction	Pre-Spring 2018	Looks up to: Transaction__c	Lookup
Saturday_Hours__c	Saturday Hours	Pre-Spring 2018		Number(4,2)	0.00
Saturday_Notes__c	Saturday Notes	Pre-Spring 2018		Text(255)
Start_Date__c	Start Date	Pre-Spring 2018		Date
Status__c	Status	Pre-Spring 2018		Picklist: Approved Rejected Saved Submitted
Submitted__c	Submitted	Pre-Spring 2018		Checkbox	false
Sunday_Hours__c	Sunday Hours	Pre-Spring 2018		Number(4,2)	0.00
Sunday_Notes__c	Sunday Notes	Pre-Spring 2018		Text(255)
Synchronous_Update_Required__c	Synchronous Update Required	Pre-Spring 2018	This checkbox is for system use. It is intended to be checked in conjunction with any insert/update of the Timecard Split executed within a future method, and will then ensure that no downstream future methods are called. In Salesforce, a future method can't call another future method. Triggers should then unset this checkbox so that it never remains checked persistently. Danger: only check this flag for changes NOT on the "critical" path with respect to governor limits. For example, it is ok to check this flag if the only change to the Timecard Split is to modify the Billed/Invoiced flags and the Billing Event Item lookup value.	Checkbox	false
Thursday_Hours__c	Thursday Hours	Pre-Spring 2018		Number(4,2)	0.00
Thursday_Notes__c	Thursday Notes	Pre-Spring 2018		Text(255)
Time_Credited__c	Time Credited	Pre-Spring 2018		Checkbox	false
Time_Excluded__c	Time Excluded	Pre-Spring 2018		Checkbox	false
Time_Transaction__c	Time Transaction	Pre-Spring 2018	Looks up to: Transaction__c	Lookup
Timecard_Header__c	Timecard Header	Pre-Spring 2018	Looks up to: Timecard_Header__c	MasterDetail
Timecard_Notes__c	Timecard Notes	Pre-Spring 2018		TextArea
Total_Billable_Amount__c	Total Billable Amount	Pre-Spring 2018	Place-holder for Transaction apex	Currency(18,2)	0.00
Total_Cost__c	Total Cost	Pre-Spring 2018	Place-holder for Transaction apex	Currency(18,2)	0.00
Total_Days_Worked__c	Total Days Worked	Pre-Spring 2018		Number(8,6)	0
Total_Hours__c	Total Hours	Pre-Spring 2018		Number(5,2)
Travel_Fri__c	Travel - Fri	Pre-Spring 2018		Checkbox	false
Travel_Mon__c	Travel - Mon	Pre-Spring 2018		Checkbox	false
Travel_Sat__c	Travel - Sat	Pre-Spring 2018		Checkbox	false
Travel_Sun__c	Travel - Sun	Pre-Spring 2018		Checkbox	false
Travel_Thu__c	Travel - Thu	Pre-Spring 2018		Checkbox	false
Travel_Tue__c	Travel - Tue	Pre-Spring 2018		Checkbox	false
Travel_Wed__c	Travel - Wed	Pre-Spring 2018		Checkbox	false
Travel__c	Travel?	Pre-Spring 2018	Formula: IF(OR(Travel_Sun__c,Travel_Mon__c,Travel_Tue__c,Travel_Wed__c,Travel_Thu__c,Travel_Fri__c,Travel_Sat__c),'Yes','No')	Text
Tuesday_Hours__c	Tuesday Hours	Pre-Spring 2018		Number(4,2)	0.00
Tuesday_Notes__c	Tuesday Notes	Pre-Spring 2018		Text(255)
Vendor_Invoice_Item__c	Vendor Invoice Item	Pre-Spring 2018	Looks up to: Vendor_Invoice_Item__c	Lookup
Wednesday_Hours__c	Wednesday Hours	Pre-Spring 2018		Number(4,2)	0.00
Wednesday_Notes__c	Wednesday Notes	Pre-Spring 2018		Text(255)