Professional Services Automation Data Dictionary

Timecard__c

Label: Timecard Split

Represents a whole timecard or part of a timecard. 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 NameField LabelCreated in VersionDescriptionTypeDefault 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)


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