| Actual_Cost_Rate__c |
Actual Cost Rate |
Services CPQ June 2022 |
The cost rate for the role request. This is the average cost rate unless a cost rate override is applied.
Formula:
IF( NOT(ISBLANK(Cost_Rate_Override__c)), Cost_Rate_Override__c, IF( AND( (NOT(ISBLANK(Suggested_Resource__c))), (NOT(ISBLANK(Suggested_Resource__r.pse__Default_Cost_Rate__c))), (NOT($Setup.Services_CPQ_Settings__c.Disable_Role_Request_Suggested_Resource__c)), (NOT(Suggested_Resource__r.pse__Daily_Default_Cost_Rate__c)), (TEXT(Suggested_Resource__r.CurrencyIsoCode)= TEXT(Estimate__r.CurrencyIsoCode)) ), Suggested_Resource__r.pse__Default_Cost_Rate__c, Average_Cost_Rate__c ) )
|
Currency(18,4) |
|
| Amount__c |
Bill Amount |
Services CPQ January 2022 |
The total bill amount for the role request before discounts are applied.
|
Currency(18,4) |
|
| Average_Cost_Rate__c |
Average Cost Rate |
Services CPQ November 2021 |
The average cost rate on the role request's associated rate card.
|
Currency(18,4) |
|
| Bill_Rate_Override__c |
Bill Rate Override |
Services CPQ Spring 2022 |
The amount to override the bill rate on the rate card associated with the role request by.
|
Currency(18,4) |
|
| Cost_Amount__c |
Cost Amount |
Services CPQ January 2022 |
The total cost amount for the role request.
|
Currency(18,4) |
|
| Cost_Rate_Override__c |
Cost Rate Override |
Services CPQ Spring 2022 |
The amount to override the cost rate on the rate card associated with the role request by.
|
Currency(18,4) |
|
| End_Date__c |
End Date |
Services CPQ November 2021 |
The date the role request ends.
|
Date |
|
| Estimate_Line_Set__c |
Estimate Line Set |
Services CPQ Spring 2022 |
The line set that relates to the role request.
Looks up to: Estimate_Line_Set__c
|
Lookup |
|
| Estimate_Product__c |
Estimate Product |
Services CPQ August 2022 |
The estimate product that relates to the role request.
Looks up to: Estimate_Product_Instance__c
|
Lookup |
|
| Estimate_Task__c |
Estimate Task |
Services CPQ November 2021 |
The task that relates to the role request.
Looks up to: Estimate_Task__c
|
Lookup |
|
| Estimate__c |
Estimate |
Services CPQ November 2021 |
The estimate that relates to the role request.
Looks up to: Estimate__c
|
Lookup |
|
| External_Resource__c |
External Resource |
Services CPQ Spring 2022 |
Indicates the estimate role request is for an external resource.
|
Checkbox |
false |
| Group__c |
Group |
Services CPQ November 2021 |
The group that relates to the role request.
Looks up to: pse__Grp__c
|
Lookup |
|
| Hours__c |
Hours |
Services CPQ November 2021 |
The number of hours the resource role will be required for.
|
Number(18,2) |
|
| Is_Hours_Calculated__c |
Calculate Hours by Percentage |
Spring 2023 |
If selected, the hours of the role request are calculated from the hours of other role requests on the related estimate.
|
Checkbox |
false |
| Net_Amount__c |
Net Bill Amount |
Services CPQ January 2022 |
The total bill amount for the role request after discounts are applied.
Formula:
Requested_Bill_Rate__c * Hours__c
|
Currency(18,4) |
|
| Order__c |
Peer Order |
Services CPQ Summer 2022 |
For system use. Used to determine the hierarchy of the role request.
|
Number(8,0) |
|
| Percent_Allocation_for_Calculated_Hours__c |
Percent Allocation for Calculated Hours |
Spring 2023 |
The percentage allocation of the hours of the parent record to use when calculating the hours for the role request.
|
Percent(18,2) |
|
| Percent_Discount__c |
Discount (Percent) |
Services CPQ February 2022 |
The percentage discount applied to the bill rate of the role request.
|
Percent(5,2) |
|
| Practice__c |
Practice |
Services CPQ November 2021 |
The practice that relates to the role request.
Looks up to: pse__Practice__c
|
Lookup |
|
| Region__c |
Region |
Services CPQ November 2021 |
The region that relates to the role request.
Looks up to: pse__Region__c
|
Lookup |
|
| Requested_Bill_Rate__c |
Requested Bill Rate |
Services CPQ January 2022 |
The requested bill rate for the role request with any discounts applied.
Formula:
IF(Estimate_Product__c <> NULL && ISPICKVAL(Estimate_Product__r.Billing_Type__c, 'Fixed Price'), Actual_Cost_Rate__c / (1 - (Estimate_Product__r.Fixed_Price_Margin_Percent__c)), IF(Estimate_Line_Set__c <> NULL && ISPICKVAL(Estimate_Line_Set__r.Billing_Type__c,'Fixed Price'), Actual_Cost_Rate__c / (1 - (Estimate_Line_Set__r.Fixed_Price_Margin_Percent__c)), IF(Estimate_Task__c <> NULL && ISPICKVAL(Estimate_Task__r.Estimate_Line_Set__r.Billing_Type__c, 'Fixed Price'), Actual_Cost_Rate__c / (1 - (Estimate_Task__r.Estimate_Line_Set__r.Fixed_Price_Margin_Percent__c)), IF(ISBLANK(Bill_Rate_Override__c), (Suggested_Bill_Rate__c * (1 - IF(ISBLANK(Estimate__r.Percent_Global_Discount__c),0,Estimate__r.Percent_Global_Discount__c)) * (1 - IF(ISBLANK(Estimate_Task__r.Percent_Discount__c),0,Estimate_Task__r.Percent_Discount__c)) * (1 - IF(ISBLANK(Percent_Discount__c),0,Percent_Discount__c))), (Bill_Rate_Override__c * (1 - IF(ISBLANK(Estimate__r.Percent_Global_Discount__c),0,Estimate__r.Percent_Global_Discount__c)) * (1 - IF(ISBLANK(Estimate_Task__r.Percent_Discount__c),0,Estimate_Task__r.Percent_Discount__c)) * (1 - IF(ISBLANK(Percent_Discount__c),0,Percent_Discount__c)))))))
|
Currency(18,4) |
|
| Resource_Request__c |
Resource Request |
Services CPQ January 2022 |
The resource request created from the role request.
Looks up to: pse__Resource_Request__c
|
Lookup |
|
| Resource_Role__c |
Resource Role |
Services CPQ November 2021 |
The resource role requested.
|
Picklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer |
|
| Role_for_Calculated_Hours__c |
Role for Calculated Hours |
Spring 2023 |
The role to use when calculating the hours for a role request.
|
Picklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer |
|
| Schedule__c |
Schedule |
Services CPQ November 2021 |
The schedule created by the hours breakdown for the estimate's tasks.
Looks up to: pse__Schedule__c
|
Lookup |
|
| Source_Estimate__c |
Source Estimate |
Services CPQ January 2022 |
The estimate that was used as a template in the creation of the role request.
Looks up to: Estimate__c
|
Lookup |
|
| Start_Date__c |
Start Date |
Services CPQ November 2021 |
The date the role request starts.
|
Date |
|
| Suggested_Bill_Rate__c |
Suggested Bill Rate |
Services CPQ November 2021 |
The suggested bill rate on the role request's associated rate card.
|
Currency(18,4) |
|
| Suggested_Resource__c |
Suggested Resource |
Services CPQ October 2022 |
The recommended resource for the role request.
Looks up to: Contact
|
Lookup |
|
