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 |
Spring 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_External_Calendar_Sync__c |
Exclude from External Calendar Sync |
Spring 2023 |
When selected, the assignment is not synced with an external calendar and the existing calendar events are also deleted if any.
|
Checkbox |
false |
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 |
When selected, excludes the assignment from Work Planners and from the Resource and Project Planners. Any excluded assignments are omitted from totals calculations in all planners and from color coding in the Resource and Project Planners.
|
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 |
Utilization_Run__c |
Utilization Run |
Spring 2023 |
The ID of the utilization run that most recently processed this assignment.
|
Text(255) |
|