Professional Services Automation Data Dictionary

Transaction__c

Label: Transaction

A granular representation of an entity, expressed in units of time or currency, within PSA. Transactions are associated with a project; those related to timecards or expenses will also reference the associated resource. When eligible (typically when “Include In Financials” is selected on its related business record) the transaction amount or hours roll up to the project or resource, or, depending on configuration, their associated region, practice, or group. Never delete transaction records from a production organization.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Amount_Group_Currency__c Amount (Group Currency) Spring 2022 Transaction amount converted to group's currency.

Formula:
Amount__c * ( Group_Currency_Exchange_Rate__c / Project_Currency_Exchange_Rate__c )
Number(18,2)
Amount_Practice_Currency__c Amount (Practice Currency) Spring 2022 Transaction amount converted to practice's currency.

Formula:
Amount__c * ( Practice_Currency_Exchange_Rate__c / Project_Currency_Exchange_Rate__c )
Number(18,2)
Amount_Region_Currency__c Amount (Region Currency) Spring 2022 Transaction amount converted to region's currency.

Formula:
Amount__c * ( Region_Currency_Exchange_Rate__c / Project_Currency_Exchange_Rate__c )
Number(18,2)
Amount__c Amount Pre-Spring 2018 Currency(18,2) 0.00
Budget__c Budget Pre-Spring 2018 Looks up to: Budget__c
Lookup
Category__c Category Pre-Spring 2018 Picklist:
Billable External Hours
Billable Internal Hours
Billed Revenue
Booked Revenue
Budgeted Cost
Budgeted Expense Cost
Credited Non-Billable Internal Hours
Excluded Hours
Expense Budget
Expense Cost
External Cost
Internal Budget
Internal Cost
Invoiced Revenue
Non-Billable External Hours
Non-Billable Internal Hours
Other Cost
Pass-Through Ready-to-Bill Revenue
Pre-Billed Revenue
Ready-to-Bill Revenue
Revenue
Effective_Date__c Effective Date Pre-Spring 2018 Date TODAY()
Expense__c Expense Pre-Spring 2018 Looks up to: Expense__c
Lookup
Group_Currency_Code__c Group Currency Code Pre-Spring 2018 Text(3)
Group_Currency_Exchange_Rate__c Group Currency Exchange Rate Pre-Spring 2018 Number(18,6)
Group__c Group Pre-Spring 2018 Looks up to: Grp__c
Lookup
Hours__c Hours Pre-Spring 2018 Number(5,2) 0.00
Milestone__c Milestone Pre-Spring 2018 Looks up to: Milestone__c
Lookup
Miscellaneous_Adjustment__c Miscellaneous Adjustment Pre-Spring 2018 Looks up to: Miscellaneous_Adjustment__c
Lookup
Overridden_Group__c Overridden Group Pre-Spring 2018 If checked, this checkbox indicates that the Group for the Transaction has been set independently from usual 'follows rules' for roll-ups. Instead, it has been overridden at the business record (Budget, Milestone, Misc Adjustment) level.

Checkbox false
Overridden_Practice__c Overridden Practice Pre-Spring 2018 If checked, this checkbox indicates that the Practice for the Transaction has been set independently from usual 'follows rules' for roll-ups. Instead, it has been overridden at the business record (Budget, Milestone, Misc Adjustment) level.

Checkbox false
Overridden_Region__c Overridden Region Pre-Spring 2018 If checked, this checkbox indicates that the Region for the Transaction has been set independently from usual 'follows rules' for roll-ups. Instead, it has been overridden at the business record (Budget, Milestone, Misc Adjustment) level.

Checkbox false
Practice_Currency_Code__c Practice Currency Code Pre-Spring 2018 Text(3)
Practice_Currency_Exchange_Rate__c Practice Currency Exchange Rate Pre-Spring 2018 Number(18,6)
Practice__c Practice Pre-Spring 2018 Looks up to: Practice__c
Lookup
Project_Currency_Code__c Project Currency Code Pre-Spring 2018 Text(3)
Project_Currency_Exchange_Rate__c Project Currency Exchange Rate Pre-Spring 2018 Number(18,6) 1
Project__c Project Pre-Spring 2018 Looks up to: Proj__c
Lookup
Region_Currency_Code__c Region Currency Code Pre-Spring 2018 Text(3)
Region_Currency_Exchange_Rate__c Region Currency Exchange Rate Pre-Spring 2018 Number(18,6)
Region__c Region Pre-Spring 2018 Looks up to: Region__c
Lookup
Related_Record_Deleted__c Related Record Ineligible Pre-Spring 2018 Checkbox false
Related_Record_ID__c Related Record ID Pre-Spring 2018 Text(18)
Related_Record_Name__c Related Record Name Pre-Spring 2018 Text(80)
Related_Record__c Related Record Pre-Spring 2018 Formula:
IF(ISNULL(Related_Record_ID__c),'',HYPERLINK('/'&Related_Record_ID__c, IF(ISNULL(Related_Record_Name__c),Related_Record_ID__c,Related_Record_Name__c)))
Text
Resource_Currency_Code__c Resource Currency Code Pre-Spring 2018 Text(3)
Resource_Currency_Exchange_Rate__c Resource Currency Exchange Rate Pre-Spring 2018 Number(18,6)
Resource__c Resource Pre-Spring 2018 Looks up to: Contact

Lookup
Timecard__c Timecard Pre-Spring 2018 Looks up to: Timecard__c
Lookup
Type__c Type Pre-Spring 2018 Picklist:
Budget
Expense
Invoice (Inbound)
Invoice (Outbound)
Milestone
Miscellaneous Adjustment
Purchase Order
Sales Order
Timecard
isBilled__c For Billing Pre-Spring 2018 Checkbox false
isCost__c Is Cost Pre-Spring 2018 Checkbox false
isExpense__c Is Expense Pre-Spring 2018 Checkbox false
isInvoiced__c For Invoicing Pre-Spring 2018 Checkbox false
isRevenue__c Is Revenue Pre-Spring 2018 Checkbox false
isTime__c Is Time Pre-Spring 2018 Checkbox false


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