Professional Services Automation Data Dictionary


Label: Backlog Calculation

Stores projected billings from projects over a period of time for regions, practices, and groups. Revenue data can come from billable assignments or milestones. Backlog calculations contain child backlog detail records, which contain the actual backlog data.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Batch_Id__c Batch Id Pre-Spring 2018 An internal field used by PSE - not intended for display to users.

Calculate_Project_Backlog__c Calculate Project Backlog Pre-Spring 2018 Whether to calculate backlog for projects contained in the region, practice, or group.

Checkbox false
Copy_Fields_for_Current_Time_Period__c Copy Fields for Current Time Period Pre-Spring 2018 When selected, the region, practice, group, or project records are updated with values from the backlog detail records directly, in addition to creating Backlog Calculation and Backlog Detail object records.

Checkbox false
End_Date__c End Date Pre-Spring 2018 Date
Error_Details__c Error Details Pre-Spring 2018 Details of errors that occurred during processing. Not intended for display.

Group__c Group Pre-Spring 2018 Looks up to: Grp__c
Include_Sublevels__c Include Sublevels Pre-Spring 2018 When selected, the backlog calculation includes all sub-levels of the region, practice or group.

Checkbox true
Is_Report_Master__c Is Report Master Pre-Spring 2018 This field is not currently used.

Checkbox false
Post_Process_Batch_Id__c Post Process Batch Id Pre-Spring 2018 Internal PSE field - not intended for display.

Practice__c Practice Pre-Spring 2018 Looks up to: Practice__c
Project__c Project Pre-Spring 2018 Looks up to: Proj__c
Region__c Region Pre-Spring 2018 Looks up to: Region__c
Resource__c Resource Pre-Spring 2018 This field is not currently used.

Looks up to: Contact

Reuse_Detail_Objects__c Reuse Detail Objects Pre-Spring 2018 When selected, existing backlog detail records for the same regions, practices, groups, projects, and associated time periods are overwritten.

Checkbox false
Start_Calculating_From__c Start Calculating From Pre-Spring 2018 Picklist:
Start of next week
Start of this week
Start_Date__c Start Date Pre-Spring 2018 Date
Status__c Status Pre-Spring 2018 Picklist:
Error Occurred
In Progress
Not Started
Post Processing
Time_Period_Types__c Time Period Types Pre-Spring 2018 The types of time periods to calculate backlog for. NOTE: these values should match the values for Time Period.Type


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