Professional Services Automation Data Dictionary

Est_Vs_Actuals_Settings__c

Label: Est Vs Actuals Settings

Configuration for Estimate Vs Actuals

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Adjust_Past_Est_on_Records_with_Actuals__c Adjust Past Est on Records with Actuals Pre-Spring 2018 Checkbox false
Delete_Est_Vs_Actuals_Batch_Size__c Delete Est Vs Actuals Batch Size Pre-Spring 2018 Number(8,0) 2000
Delete_Out_of_Range_Records_With_Actuals__c Delete Out of Range Records With Actuals Pre-Spring 2018 Delete Est vs Actuals records even if they have actuals set for records that are no longer within a modified schedule's date range. NOTE: Records without actuals will always be deleted.

Checkbox false
Generate_Custom_Time_Period_Records__c Generate Custom Time Period Records Pre-Spring 2018 Comma separated list of time period types for which to generate EVA records

Text(255)
Generate_Monthly_Records__c Generate Monthly Records Pre-Spring 2018 Checkbox false
Generate_Quarterly_Records__c Generate Quarterly Records Pre-Spring 2018 Checkbox false
Generate_Weekly_Records__c Generate Weekly Records Pre-Spring 2018 Checkbox true
Process_Out_Of_Range_Timecards__c Process Out Of Range Timecards Pre-Spring 2018 Create Est Vs Actuals records for timecards that have hours outside of the assignment's start and end date. The Est Vs Actuals records will have zero values for estimates on these records.

Checkbox false
Timecard_Statuses__c Timecard Statuses Pre-Spring 2018 Text(255) 'Submitted,Approved'
Update_Actuals_Batch_Size__c Update Actuals Batch Size Pre-Spring 2018 Number(8,0) 2000
Update_Estimates_Batch_Size__c Update Estimates Batch Size Pre-Spring 2018 Number(8,0) 2000
Update_Project_Manager_Batch_Size__c Update Project Manager Field Batch Size Pre-Spring 2018 Defines the batch size used when updating the Project Manager field from Project. The default is 2000. Consult with Certinia Customer Support before changing this setting.

Number(8,0) 2000
Update_Project_Manager_From_Project__c Update Project Manager From Project Pre-Spring 2018 If checked, this setting causes updates to the Project Manager field to be reflected in all Est Vs Actuals records for that Project.

Checkbox true
Update_Project_Manager_Sync_Limit__c Update Project Manager Field Sync Limit Pre-Spring 2018 Defines the number of Est Vs Actuals records to process synchronously when updating the Project Manager field from Project. Records in excess of this value are processed in a batch. The default is 9000. Consult with Support before changing this setting.

Number(8,0) 9000
Use_Week_Time_Periods_If_In_Range__c Disable Automatic Weekly Time Periods Pre-Spring 2018 When true, weekly estimates versus actuals are not automatically generated if you have custom time periods of a week type defined that overlap with an assignment or a held resource request. The default value is false.

Checkbox false


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