Professional Services Automation Data Dictionary

Resource_Actuals__c

Label: Resource Actuals

Represent rolled-up totals (for example, billable hours) for the resource, expressed in the resource's currency for a particular time period. Contacts (Resource records) and time periods have a master-detail relationship with resource actuals.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Billable_External_Hours__c Billable Hours (External) Pre-Spring 2018 Number(18,2) 0.00
Billable_Internal_Hours__c Billable Hours (Internal) Pre-Spring 2018 Number(18,2) 0.00
Billed__c Billed Pre-Spring 2018 Currency(18,2) 0.00
Billings__c Billings Pre-Spring 2018 Currency(18,2) 0.00
Bookings__c Bookings Pre-Spring 2018 Currency(18,2) 0.00
Credited_Non_Billable_Internal_Hours__c Credited Hours Pre-Spring 2018 Number(18,2) 0.00
End_Date__c End Date Pre-Spring 2018 Formula:
Time_Period__r.End_Date__c
 Date
Excluded_Hours__c Excluded Hours Pre-Spring 2018 Number(18,2) 0.00
Expense_Budget__c Expense Budget Pre-Spring 2018 Currency(18,2) 0.00
Expense_Costs__c Expense Costs Pre-Spring 2018 Currency(18,2) 0.00
External_Costs__c External Costs Pre-Spring 2018 Currency(18,2) 0.00
Has_Difference_In_Verification__c Has Difference in Verification Fall 2021 Formula to identify the differences between actuals and verification actuals.

Formula:
AND( NOT(ISBLANK(pse__Verified_By__c)), OR( (ROUND(pse__Bookings__c, 2) != ROUND(pse__Verified_By__r.pse__Bookings__c, 2)), (ROUND(pse__Pre_Billed__c, 2) != ROUND(pse__Verified_By__r.pse__Pre_Billed__c, 2)), (ROUND(pse__Billings__c, 2) != ROUND(pse__Verified_By__r.pse__Billings__c, 2)), (ROUND(pse__Billings__c, 2) != ROUND(pse__Verified_By__r.pse__Billings__c, 2)), (ROUND(pse__Billable_External_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Billable_External_Hours__c, 2)), (ROUND(pse__Billable_Internal_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Billable_Internal_Hours__c, 2)), (ROUND(pse__Billed__c, 2) != ROUND(pse__Verified_By__r.pse__Billed__c, 2)), (ROUND(pse__Credited_Non_Billable_Internal_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Credited_Non_Billable_Internal_Hours__c, 2)), (ROUND(pse__Excluded_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Excluded_Hours__c, 2)), (ROUND(pse__Internal_Budget__c, 2) != ROUND(pse__Verified_By__r.pse__Internal_Budget__c, 2)), (ROUND(pse__Expense_Budget__c, 2) != ROUND(pse__Verified_By__r.pse__Expense_Budget__c, 2)), (ROUND(pse__Expense_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__Expense_Costs__c, 2)), (ROUND(pse__External_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__External_Costs__c, 2)), (ROUND(pse__Internal_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__Internal_Costs__c, 2)), (ROUND(pse__Invoiced__c, 2) != ROUND(pse__Verified_By__r.pse__Invoiced__c, 2)), (ROUND(pse__Non_Billable_External_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Non_Billable_External_Hours__c, 2)), (ROUND(pse__Non_Billable_Internal_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Non_Billable_Internal_Hours__c, 2)), (ROUND(pse__Other_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__Other_Costs__c, 2)), (ROUND(pse__Pass_Through_Billings__c, 2) != ROUND(pse__Verified_By__r.pse__Pass_Through_Billings__c, 2)), (ROUND(pse__Revenue__c, 2) != ROUND(pse__Verified_By__r.pse__Revenue__c, 2)), (ROUND(pse__Total_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__Total_Costs__c, 2)) ) )
Checkbox
Internal_Budget__c Internal Budget Pre-Spring 2018 Currency(18,2) 0.00
Internal_Costs__c Internal Costs Pre-Spring 2018 Currency(18,2) 0.00
Invoiced__c Invoiced Pre-Spring 2018 Currency(18,2) 0.00
Is_Verification__c Is Verification Pre-Spring 2018 Contains true if this record serves to verify the contents of another record

 Checkbox false
Margin__c Margin Pre-Spring 2018 Formula:
Billings__c + Pass_Through_Billings__c - Internal_Costs__c - External_Costs__c - Expense_Costs__c - Other_Costs__c
 Currency(18,2)
Non_Billable_External_Hours__c Non-Billable Hours (External) Pre-Spring 2018 Number(18,2) 0.00
Non_Billable_Internal_Hours__c Non-Billable Hours (Internal) Pre-Spring 2018 Number(18,2) 0.00
Other_Costs__c Other Costs Pre-Spring 2018 Currency(18,2) 0.00
Pass_Through_Billings__c Pass-Through Billings Pre-Spring 2018 Currency(18,2) 0.00
Pre_Billed__c Pre-Billed Pre-Spring 2018 Currency(18,2) 0.00
Resource__c Resource Pre-Spring 2018 Looks up to: Contact

 MasterDetail
Revenue__c Revenue Pre-Spring 2018 Currency(18,2) 0.00
Start_Date__c Start Date Pre-Spring 2018 Formula:
Time_Period__r.Start_Date__c
 Date
Time_Period__c Time Period Pre-Spring 2018 Looks up to: Time_Period__c
 MasterDetail
Total_Costs__c Total Costs Pre-Spring 2018 Formula:
Internal_Costs__c + External_Costs__c + Expense_Costs__c + Other_Costs__c
 Currency(18,2)
Total_Time_Period_Hours__c Total Time Period Hours Pre-Spring 2018 Number(18,2)
Unique_Name__c Unique Name Pre-Spring 2018 Text(80)
Utilization_Calculation_Date__c Utilization: Last Calculation Date Pre-Spring 2018 Date
Utilization_Elapsed_Hours__c Utilization: Elapsed Hours Pre-Spring 2018 Number(18,2)
Utilization_Over_Full_Time_Period__c Utilization: Over Full Time Period Pre-Spring 2018 Formula:
IF((Total_Time_Period_Hours__c>Excluded_Hours__c),IF(AND(NOT(ISNULL(Billable_Internal_Hours__c)),NOT(ISNULL(Credited_Non_Billable_Internal_Hours__c)),NOT(ISNULL(Total_Time_Period_Hours__c)),NOT(ISNULL(Excluded_Hours__c))),(Billable_Internal_Hours__c + Credited_Non_Billable_Internal_Hours__c)/(Total_Time_Period_Hours__c - Excluded_Hours__c),0.00),0.00)
 Percent(18,2)
Utilization__c Utilization Pre-Spring 2018 Formula:
IF((Utilization_Elapsed_Hours__c>Excluded_Hours__c),IF(AND(NOT(ISNULL(Billable_Internal_Hours__c)),NOT(ISNULL(Credited_Non_Billable_Internal_Hours__c)),NOT(ISNULL(Utilization_Elapsed_Hours__c)),NOT(ISNULL(Excluded_Hours__c))),(Billable_Internal_Hours__c + Credited_Non_Billable_Internal_Hours__c)/(Utilization_Elapsed_Hours__c - Excluded_Hours__c),0.00),0.00)
 Percent(18,2)
Verified_By__c Verified By Pre-Spring 2018 Self-join to store a temporary recalculation of the actuals for verification purposes

Looks up to: Resource_Actuals__c
 Lookup


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