Project Margin Dataset PSA Analytics Output Fields
The Project Margin dataset stores fields associated with the project margin calculations in PSA, this dataset is used by the Project Margin dashboard and its related workspace in Lightning.
Field Type |
Field |
Description |
---|---|---|
Measures | Billings Value | This is the converted value of the billings of a project actuals. |
Expense Costs | This is the converted value of the expense costs of a project actuals. | |
External Costs | This is the converted value of the external costs of a project actuals. | |
Internal Costs | This is the converted value of the internal costs of a project actuals. | |
Other Costs | This is the converted value of the other costs of a project actuals. | |
Pass Through Billings Value | This is the converted value of the pass through billings of a project. | |
Total Billings Value | A calculated field. This is the sum of the pass through billings value plus the billings value of a project. | |
Total Costs | A formula. This is the sum of the internal, external, other, and expense costs values of a project. | |
Dates | Time Period Start Date | The start date of the time period related to the calculation. |
Time Period End Date | The end date of the time period related to the calculation. | |
Dimensions | 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 ID | The identification number of the project record. | |
Project Name | The name of the project. | |
Project Manager ID | The identification number of the project manager record. | |
Project Manager Name | The name of the project manager. | |
Time Period Type | By default the values of this field are: Week, Month, Quarter, and Year. |