The Backlog dataset stores fields associated with the Project and Backlog Detail objects in PSA and its related records as well as other associated objects. The fields are:
|
Field Type |
Field |
Description |
|---|---|---|
| Measures | Backlog Amount | This field varies in function of the data. For backlog type Backlog this is a formula of the sum of Time Revenue plus Milestone Revenue of the Backlog Detail object. For Unscheduled Backlog, this is the value of the Unscheduled Revenue field of the Backlog Detail object. |
| Inactive Project Backlog | This is the value of the Backlog Detail object Inactive Project Backlog. | |
| Milestone Revenue | This is the value of the Backlog Detail object Milestone Revenue. | |
| Project Billable Hours (External) | This is the value of the project's external billable hours. | |
| Project Billable Hours (Internal) | This is the value of the project's internal billable hours. | |
| Project Bookings Value | This is the value of the project's bookings. | |
| Project Delivered Services Value | This is the value of the project's billings. | |
| Project Planned Hours | This is the value of the project's planned hours. | |
| Project Remaining Planned Hours | A formula. This is the difference of the Project object Planned Hours value minus the sum of Billable External Hours plus Billable Internal Hours. | |
| Time Revenue | This is the value of the Backlog Detail object Time Revenue. | |
| Unscheduled Revenue | This is the value of the Backlog Detail object Unscheduled Revenue. | |
| Dates | Backlog Start Date | This is the value of the Backlog Detail object Start Date field. |
| Backlog Calculation Start Date | This is the value of the start date of the backlog calculation associated with the record. | |
| Backlog Calculation End Date | This is the value of the end date of the backlog calculation associated with the record. | |
| Project Backlog Last Update Date | Date on which the Backlog fields were last updated. | |
| Project Start Date | This is the value of the project start date. | |
| Project End Date | This is the value of the project end date. | |
| Dimensions | Time Period ID | This is the identification number for the Backlog Detail object's time period. |
| Time Period Type | This is the time period for the Backlog Detail object. By default the values of this field are: Week, Month, Quarter, and Year. | |
| Backlog Type | This field varies in function of the data, it can be either Backlog or Unscheduled Backlog. | |
| Backlog Calculation Error Details | Details of errors that occurred during processing. | |
| Backlog Calculation Status | The status of the backlog calculation. | |
| Record ID | The identification number of the Backlog Detail record. | |
| Project ID | The identification number of the project. | |
| Project Name | The name of the project. | |
| Project Stage | The value of the Project object Stage field. | |
| Project Status | The value of the Project object Status field. | |
| Project Active | The value of the Project object Is Active boolean field. | |
| Project Billable | The value of the Project object Is Billable boolean field. | |
| Project Billing Type | The value of the Project object Billing Type field. | |
| Account ID | The identification number of the account related to the project. | |
| Account Name | The name of the account related to the project. | |
| Project Company ID | Lookup to the related Foundations company. | |
| Project Company Name | The name of the related Foundations company. | |
| Project Currency ISO Code | When working with multiple currencies, allows you to choose a currency to report the project figures in when different from the default currency for your Salesforce org. | |
| Project Display ID | The unique "PR-{000000}" field displayed on a Project record. | |
| Project Opportunity ID | The identification number of the opportunity related to the project. | |
| Project Opportunity Name | The name of the opportunity related to the project. | |
| Project Manager ID | The identification number of the manager assigned to the project. | |
| Project Manager Name | The name of the manager assigned to the project. | |
| Project Group ID | The identification number of the group related to the project. | |
| Project Group Name | The concatenation between the RPG levels of the group related to the project. | |
| Project Group Level XX | The RPG level of the group related to the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the project. | |
| Project Practice ID | The identification number of the practice related to the project. | |
| Project Practice Name | The concatenation between the RPG levels of the practice related to the project. | |
| Project Practice Level XX | The RPG level of the practice related to the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the project. | |
| Project Region ID | The identification number of the region related to the project. | |
| Project Region Name | The concatenation between the RPG levels of the region related to the project. | |
| Project Region Level XX | The RPG level of the region related to the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the project. | |
| Backlog Calculation Region/Practice/Group Hierarchy Depth | Depending on the backlog calculation this value can be the RPG hierarchy level of the region, practice, or group related to the calculation. | |
| Backlog Calculation Region/Practice/Group Type |
Depending on the backlog calculation this value can be the RPG type of the records related to the calculation. The possible types are:
|
|
| Backlog Detail Region/Practice/Group Hierarchy Depth | Depending on the backlog detail this value can be the RPG hierarchy level of the region, practice, or group related to the calculation. | |
| Backlog Detail Region/Practice/Group Type |
Depending on the backlog detail this value can be the RPG type of the records related to the calculation. The possible types are:
|
|
| Project Region/Practice/Group Hierarchy Depth | Depending on the calculation this value can be the RPG hierarchy level of the region, practice, or group related project associated with the calculation. | |
| Project Region/Practice/Group Type |
Depending on the backlog calculation this value can be the RPG type of the projects associated with the calculation. The possible types are:
|
|
| Hidden | pse__Project__c.pse__Proj_Share.UserOrGroupId | Hidden field, related to the security predicate implementation. |
| pse__Project__c.StandardUserType | Hidden field, related to the security predicate implementation. |