Services CPQ Data Dictionary

Estimate_Role_Request__c

Label: Estimate Role Request

Stores details of resource role requests for estimates.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
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($Setup.Services_CPQ_Settings__c.Disable_Role_Request_Suggested_Resource__c)), (NOT($Setup.Services_CPQ_Settings__c.Disable_Suggested_Resource_Cost_Rate__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 Services CPQ 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
Is_Pushed_Schedule_Out_of_Sync__c Pushed Schedule Out of Sync Services CPQ Summer 2023 Checkbox false
Margin__c Margin (Amount) Services CPQ June 2023 The difference between the net amount and cost for the role request.

Formula:
Net_Amount__c - Cost_Amount__c
Currency(18,2)
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 Services CPQ 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 (%) Services CPQ February 2022 The percentage discount applied to the role request when its billing type is Time and Materials.

Percent(5,2)
Percent_Margin__c Margin (%) Services CPQ June 2023 The margin as a percentage of the amount.

Formula:
Margin__c / Net_Amount__c
Percent(18,2)
Practice__c Practice Services CPQ November 2021 The practice that relates to the role request.

Looks up to: pse__Practice__c

Lookup
Rate_Card__c Rate Card Services CPQ September 2023 The rate card that relates to the role request.

Looks up to: pse__Rate_Card__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, Bill_Rate_Override__c)))) * (1 - Total_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 Services CPQ 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 for the estimate role request.

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
Total_Discount__c Total Discount Services CPQ May 2023 The total discount applied to the role request. This is the sum of the global discount on the estimate, the discount on the related estimate product, line set, and task, and the discount of the role request.

Formula:
IF(Estimate_Product__c <> NULL && ISPICKVAL(Estimate_Product__r.Billing_Type__c, 'Fixed Price'), 1- (1-IF(ISBLANK(Estimate__r.Percent_Global_Discount__c),0,Estimate__r.Percent_Global_Discount__c)) * (1 - IF(ISBLANK(Estimate_Product__r.Percent_Discount__c),0,Estimate_Product__r.Percent_Discount__c)), 1- (1-IF(ISBLANK(Estimate__r.Percent_Global_Discount__c),0,Estimate__r.Percent_Global_Discount__c)) * (1 - IF(ISBLANK(Estimate_Product__r.Percent_Discount__c),0,Estimate_Product__r.Percent_Discount__c)) * (1 - IF(ISBLANK(Estimate_Line_Set__r.Percent_Discount__c), IF(ISBLANK(Estimate_Task__r.Estimate_Line_Set__r.Percent_Discount__c),0,Estimate_Task__r.Estimate_Line_Set__r.Percent_Discount__c), Estimate_Line_Set__r.Percent_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)))
Percent(5,2)


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