Project Reporting Dataset PSA Analytics Output Fields

The Project Reporting dataset includes fields from the Timecard Split, Milestone, Est vs Actuals, Expense, Miscellaneous Adjustment, Budget, Assignment, and Project objects in PSA as well as other associated objects.

This dataset contains a number of generic fields. These are fields such as Object Type or Description, which are derived from a range of objects. Generic fields enable you to apply a filter such as Type to multiple objects.

Dimension fields from the project object are generic. They are populated across all objects and can be filtered by on all objects. For more information see Object Type.

Some of the fields in this dataset are drillable. When displayed in a dashboard table, these fields can be clicked to access them in your PSA data environment.

Video Tutorials

The following video tutorials demonstrate how to build lenses and dashboards with the Project Reporting dataset.

Building Dashboards with the Project Reporting Dataset

Getting Started with the Project Reporting Dataset

Key: G — Generic fields; C — Calculated fields; D — Drillable fields

Project Reporting Fields

Field Type

Field

 

Description
Dimension Approved G

Derived from the following objects:

  • Expenses
  • Milestone
Assignment Location   Location for the assignment.
Budget Status   The status of the Budget.
Budget Type   The type of Budget.
Currency ISO Code G

This field identifies the currency ISO code derived from the following objects:

  • Assignment
  • Timecard
  • Milestone
  • Expense
  • Miscellaneous Adjustment
  • Est vs Actuals
  • Budget
Description G

Derived from the following objects:

  • Milestone
  • Expenses
  • Miscellaneous Adjustments
  • Budget
EvA Scheduled Bill Rate is Daily Rate   Indicates whether the scheduled bill rate is a daily rate.
EvA Time Period   The time period to which the estimates versus actuals numbers relate.
EvA Time Period Name   The name of the time period.
EvA Time Period Type   The type of time period this time span represents.
Expense Lost Receipt   Enables users to submit expenses without receipt attachments even if receipt attachments are required.
Expense Number D The number of the expense record to which the group of receipt attachments belong.
Expense Rate Unit   Unit of measurement to use for an expense rate.
Expense Type   The type of expense, such as Business Meals, Car Rental, Taxi.
Include In Financials G

Derived from the following objects:

  • Expense
  • Milestone

Indicates whether the expense is to be included in the financial roll-up to the project and RPGs.
Is Milestone Late C See Calculated Fields.
Is Resource  

Derived from the Resource (Contact) object in the Billings dataset.

 

Indicates whether this contact is a PSA resource. See Resource Fields in the PSA Help.
Is Resource Active  

Derived from the Resource (Contact) object in the Billings dataset.

Indicates whether this is an active resource that can be assigned to projects. See PSA Resource Fields in the PSA Help.
Master Project ID G The identification number of the highest project in the hierarchy.
Master Project ID   The identification number of the highest project in the hierarchy.
Master Project Name G The name of the highest project in the hierarchy.
Master Project Name   The name of project at the highest level in the hierarchy.
Milestone ID   The identification number of the Milestone.
Milestone Name D, G

The name of the Milestone.
Milestone Status   The status of the Milestone.
Misc Adjustment Approved   Indicates whether the miscellaneous adjustment is approved.
Misc Adjustment Description   Description of the transaction.
Misc Adjustment Invoiced   Indicates the miscellaneous adjustment has been invoiced.
Misc Adjustment Name   Name of the miscellaneous adjustment.
Misc Adjustment Status   Approval status of the miscellaneous adjustment.
Misc Adjustment Transaction Category   Transaction category to which the miscellaneous adjustment applies.
Misc Adjustment Vendor Account   Vendor account to which the miscellaneous adjustment applies.
Name D, G

Derived from the following objects:

  • Timecard
  • Resource (Contact)
  • Milestone
  • Est Vs Actuals
  • Expense
  • Account
  • Miscellaneous Adjustment
  • Budget
  • Project Manager (Contact)
  • Opportunity
  • Assignment
  • Project
Object Type G

The project reporting type. Available options are:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Expenses
  • Milestones
  • Misc Adjustments
  • Projects
  • Timecards
  • Resource Requests
Parent Project ID G The identification number of the project in the next level up in the project hierarchy.
Parent Project Name D, G The name of the project in the next level up in the project hierarchy.
Account Billing Country G The billing address country of the account associated with the project or opportunity.
Account ID G The identification number of the account associated with the project or opportunity.
Account Industry G The account industry of the account associated with the project or opportunity.
Account Name G, D The name of the account associated with the project or opportunity.
Account Type G The type of account associated with the project or opportunity.
Project Allow Expenses Without Assignment G Enables the entry of timecards and expenses without the resource requiring an assignment.
Project Allow Self-Staffing G Indicates whether resources have permission to create their own assignments for the project. This overrides the staffing permission controls for the project or resource.
Project Allow Timecards Without Assignment G Enables the entry of timecards and expenses without the resource requiring an assignment.
Project Billable   Indicates if the project is billable to a customer.
Project Billing Type   The type of billing, such as Fixed Price or Time and Materials.
Project Closed for Expense Entry G Indicates whether this project is closed for expense entry.
Project Closed for Time Entry G Indicates whether this project is closed for timecard entry.
Project Company ID G Lookup to the related Foundations company.
Project Company Name G The name of the related Foundations company.
Project Currency Exchange Rate C, G

See Calculated Fields for more information on the objects from which this field is derived.
Project Currency ISO Code G 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 G The unique "PR-{000000}" field displayed on a Project record.
Project Engagement ID G The identification number of the Engagement associated with this project.
Project Financial Status G Indicates the current financial status of a project.
Project Group ID G The identification number of the group related to the project.
Project Group ID Chain G System-generated chain for linking to the group.
Project Group Name G The name of the group derived from the project.
Project ID G Unique project identifier assigned by the system.
Project Is Active G Indicates whether this project is active.
Project Is Template G Indicates whether this project is a template
Project Location G The location of the project.
Project Manager ID G The identification number of the contact associated with the project.
Project Manager Name D, G The name of the contact associated with the project.
Project Name D, G The name of the project. This generic field is present on all records in this dataset that are related to the Project object.
Project Opportunity ID   The identification number of the Opportunity associated with the Project.
Project Opportunity Name   The name of the Opportunity associated with the Project.
Project Phase G Current phase of the project.
Project Practice ID G The identification number of the practice to which the project actuals roll up to.
Project Practice ID Chain G System-generated chain for linking to the Practice.
Project Practice Name G The name of the practice associated with the project.
Project Pre-Bill Type G The type of pre-billing selected for the project. This indicates whether the customer has been pre-billed for a part of the budget or all of it.
Project Recognition Method G Recognition method to apply to this record for Revenue Forecasting.
Project Region ID G Lookup to the related region to which the project actuals roll up to.
Project Region ID Chain G System-generated chain for linking to the region.
Project Task Assignment Resource Name   The name of the resource associated with the project task assignment.
Project Schedule Status G Indicates whether the project is on schedule.
Project Scope Status G Indicates the current scope status.
Project Stage   The current stage of the project.
Project Status G Indicates the status of the project.
Project Time Credited G Indicates whether non-billable time are to be credited for utilization.
Project Time Excluded G Indicates whether non-billable time are to neither count for nor against utilization.
Project Time Period Name G The name of the Time Period associated with the Project.
Project Time Period Type G The type of Time Period associated with the Project.
Project Time Zone G The project's time zone. All project task start and end times use this time zone.
Project Type G Classification of the project.
Record ID G The unique identifier for every record derived from every object used in the Project Reporting dataset.
Resource Department   The department the resource belongs to.
Resource External   Indicates whether the resource is external.
Resource Group ID   Lookup to the group related to the resource.
Resource Group ID Chain   System-generated chain for linking to the group.
Resource Group Name   The name of the group related to the resource.
Resource ID   The identification number of the resource.
Resource Mailing City   The mailing city portion of the address specified for the resource.
Resource Mailing Country   The mailing country portion of the address specified for the resource.
Resource Mailing State   The mailing state portion of the address specified for the resource.
Resource Name D, G The name of the resource.
Resource Practice ID   Lookup to the practice associated with the resource.
Resource Practice ID Chain   System-generated chain for linking to the practice.
Resource Practice Name   The name of the practice associated with the resource.
Resource Region ID   Lookup to the region associated with the resource.
Resource Region ID Chain   System-generated chain for linking to the region.
Resource Region Name   The name of the region associated with the resource.
Resource Role   The role assigned to the resource.
Resource Request Assignment ID   The ID of the assignment to which the resource request relates.
Resource Request Assignment Name   The name of the assignment to which the resource request relates.
Resource Request Excluded   Indicates whether the resource request is excluded from utilization calculations.
Resource Request Group ID   The ID of the group to which the resource request relates.
Resource Request Group ID Chain   System-generated chain for linking to the RPG ID related to the Resource Request.
Resource Request Group Name XX   The RPG level of the group related to the Resource Request, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the resource request.
Resource Request Group Name Chain   System-generated chain for linking to the RPG ID related to the Resource Request.
Resource Request Name   The name of the resource request.
Resource Request Opportunity ID   The ID of the opportunity related to the resource request.
Resource Request Opportunity Name   The name of the opportunity related to the resource request.
Resource Request Opportunity Stage Name   The name of the stage of the opportunity related to the resource request.
Resource Request Owner ID   The ID of the owner of the resource request.
Resource Request Owner Name   The name of the owner of the resource request.
Resource Request Practice ID   The ID of the practice related to the resource request.
Resource Request Practice ID Chain   System-generated chain for linking to the practice.
Resource Request Practice Name   The name of the practice related to the resource request.
Resource Request Primary Skill ID   The ID of the primary skill or certification of the resource request.
Resource Request Primary Skill Name   Name of the skill or certification to add to the request, such as "Java" or "Project Management".
Resource Request Priority   Priority of the resource request.
Resource Request Minimum Rating   The minimum level of exposure or ability the requested resource must have in the requested skill or certification.
Resource Request Region ID   The ID of the region related to the resource request.
Resource Request Region ID Chain   System-generated chain for linking to the region.
Resource Request Region Name   The name of a specific resource that you want to use.
Resource Request Resource ID   The ID of the resource related to the resource request.
Resource Request Resource G The name of the resource related to the resource request.
Resource Request Suggested Resource Name   Name of a specific resource that you want to use.
Resource Request Suggested Resource ID   The ID of the specific resource that you want to use.
Resource Request Role   The role of the requested resource.
Resource Request Resource Held   Indicates whether the resource is to be reserved for this resource request.
Resource Request Status   Status of the resource request.
Resource Request Skills  

The skill/certification from the resource skill request associated with the resource request.
Resource Work Calendar   The identification number of the resource's work calendar.
Salesforce Resource User ID   The identification number of the Salesforce user.
Salesforce Resource User Photo URL   Defines a URL — absolute or relative— that points to the image to use for a resource.
Salesforce Resource Username   The username assigned to the resource.
Status G

Derived from the following objects:

  • Budget
  • Assignment
  • Timecard
  • Expenses
Timecard Billable   Indicates whether the hours on the timecard can be charged to a customer.
Timecard Status   The current status of the timecard.
Measure Assignment Billable Amount D of billable hours the resource logged against the assignment.
Assignment Billable Days in Financials   of billable hours the resource logged against the assignment.
Assignment Billable Hours in Financials   Number of billable hours the resource logged against the assignment.
Assignment Non-Billable Days in Financials   Number of non-billable days the resource logged against the assignment, which you can view in the project and RPG actuals.
Assignment Non-Billable Hours in Financials   Number of non-billable hours the resource logged against the assignment, which you can view in the project and RPG actuals.
Assignment Planned Hours   Number of hours originally planned for the assignment.
Assignment Planned Revenue (Hours) C, D See Calculated Fields.
Assignment Scheduled Days   The total number of hours scheduled for the assignment.
Assignment Scheduled Hours   The total number of hours scheduled for the assignment.
Budget Amount D Amount of budget.
EvA Actual Average Bill Rate D Timecard Billable Amount divided by Actual Hours or Actual Days.
EvA Actual Billable Amount D The billable amount calculated from the resource's timecards.
EvA Actual Days   Actual number of days worked during the time period
EvA Actual Hours   Actual number of working hours entered on timecards.
EvA Days Percent Variance   Percentage variation between the estimated and actual days. The formula for the calculation is: (Actual Days – Estimated Days) / Estimated Days.
EvA Days Variance   Difference between the estimated and actual days. The formula for the calculation is: Actual Days – Estimated Days.
EvA Estimated Days   Number of days scheduled for work during the time period.
EvA Estimated Hours   Number of hours scheduled for work during the time period.
EvA Hours Percent Variance   Percentage variation between the estimated and actual hours. The formula for the calculation is: (Actual Hours – Estimated Hours) / Estimated Hours.
EvA Hours Variance   Difference between the estimated and actual hours. The formula for the calculation is: Actual Hours – Estimated Hours.
EvA Scheduled Amount C, D See Calculated Fields.
EvA Scheduled Bill Rate D The assignment bill rate multiplied by the estimated hours shown on the Estimates Versus Actuals page, or multiplied by the estimated days if a daily bill rate is in use.
Expense Billing Amount D Amount to bill the customer.
Expense Distance   Distance traveled for auto mileage reimbursement.
Expense Reimbursement Amount   Expense amount to reimburse the resource.
Milestone Amount D Amount to be billed for achievement of this milestone.
Milestone Billable Amount in Financials D Currency value of billable hours logged against the milestone that can be viewed in project and RPG actuals.
Milestone Billable Days in Financials   Number of billable days logged against the milestone that can be viewed in project and RPG actuals.
Milestone Billable Expenses in Financials D Pass-through billable expenses logged against the milestone that can be viewed in project and RPG actuals.
Milestone Billable Hours in Financials   Number of billable hours logged against the milestone that can be viewed in project and RPG actuals.
Milestone Cost   Estimated cost of the milestone, based on resource cost.
Milestone Days Late C See Calculated Fields.
Milestone Default Bill Rate D Bill Rate to be copied to child timecards when PSA is configured to do so.
Milestone Planned Hours   Total number of planned hours from all resources for this milestone. This field exists on projects, assignments and milestones
Misc Adjustment Amount D Amount for the internal adjustment.
Project Account Annual Revenue   Estimated annual revenue of the account associated with the project.
Project Account Number Of Employees   Number of employees working at the company represented by this account.
Project Billed Amount   Sum of billed amounts. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to billed revenue after they are billed/invoiced. Milestones contribute to billed and invoiced revenue after they are billed/invoiced.
Project Billings   Sum of billed amounts. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to billed revenue after they are billed or invoiced. Milestones contribute to billed and invoiced revenue after they are billed or invoiced.
Project Bookings   Booked revenue for this project. Budgets of type Customer PO and Customer PO Change Order contribute to bookings.
Project Credited Hours   Hours taken from timecards where the project has Time Credited selected.
Project Estimated Hours at Completion   An estimate of the total hours to be spent on a project. Calculated using Total Submitted Hours plus Scheduled Hours Remaining.
Project Expense Budget   Sum of expense budgets for the project. The Expense Amount field of a budget contributes to this field if the budget is of type: Customer PO, Customer PO Change Order, Internal Budget or Internal Budget Change Request.
Project Expense Costs   Sum of approved expenses in expense reports, whether billable or not.
Project External Costs   Sum of external costs, whether billable or not.
Project External Time Cost   of the aggregated cost calculation for external resources in scheduled project backlog.
Project Group Level XX G The RPG level of the group related to the contact, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the contact.
Project Internal Budget   Sum of internal budgets for the project. The Amount field of a budget contributes to this field if the budget is of type: Internal Budget or Internal Budget Change Request.
Project Internal Costs   Sum of internal costs, whether billable or not. Internal costs are only for resources that are not marked as External. They are calculated using this formula: Approved timecard hours * Cost rate
Project Internal Time Cost   of the aggregated cost calculation for internal resources in scheduled project backlog.
Project Invoiced Amount   Sum of invoiced amounts. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to invoiced revenue after they are billed/invoiced. Milestones contribute to invoiced revenue after they are billed/invoiced.
Project Margin Amount   Billings minus Total Costs.
Project Milestone Cost   Taken from the Milestone Cost value recorded on the corresponding milestone record.
Project Other Costs   Any other project costs, such as material or capital costs incurred on the project.
Project Pass-Through Billings   Sum of pass-through billings, including expenses.
Project Percent Hours Complete   The percentage of hours already completed on the project. Calculated using Total Submitted Hours divided by Estimated Hours at Completion multiplied by 100.
Project Practice Level XX G 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 Pre-Billed   Amount already billed for the project.
Project Record Type   Derived from the Record ID on the Project object. Used to distinguish projects from estimates and playbooks.
Project Region Level XX G 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.
Project Revenue G Revenue is not calculated or rolled up. A miscellaneous adjustment is used to show revenue on the project actuals.
Project Revenue   Revenue is not calculated or rolled up. A miscellaneous adjustment is used to show revenue on the project actuals.
Project Scheduled Hours Remaining   The number of hours not yet spent on a project. Calculated using assignments whose end date comes after the Hours Cut Off Date and takes into account scheduled hours and schedule exceptions.
Project Tasks Total Percent Complete (Points)   Percentage of project tasks that are complete based on task points.
Project Tasks Total Points Complete   Total of points on completed project tasks.
Project Tasks Total Points   Total of points on all project tasks.
Project Total Assigned Hours   Total number of hours from project assignments.
Project Total Costs   Total costs from all projects in the project hierarchy.
Project Total Number of Tasks   Total number of project tasks.
Project Total Submitted Hours   The number of hours spent on a project. Calculated using the total hours on submitted or approved timecards, when the Assignment lookup is not blank and the end date is before or the same as the date in the Hours Cut Off Date field.
Project Unscheduled Backlog   Value of the unscheduled backlog. This field only applies to perpetual time periods, usually all time periods. This is the remainder of project budget bookings that have not yet been allocated to actuals or to milestones or assignments. This is the budget minus actuals billings and scheduled milestone and time backlog. These might be in different time periods, so only the unscheduled backlog for the All Time Periods calculation for is usable.
Project Variance at Completion   The difference between the original number of planned project hours and the Estimated Hours at Completion. Calculated using Planned Hours on a project minus Estimated Hours at Completion.
Project Variance from Plan   The difference between the number of planned project hours and the number of submitted or approved timecard hours. Calculated using Planned Hours on a project minus Total Submitted Hours.
Resource Group Level XX   The RPG level of the group related to the contact, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the contact.
Resource Practice Level XX   The RPG level of the practice related to the contact, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the contact.
Resource Region Level XX   The RPG level of the region related to the contact, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the contact.
Resource Request Opp Probability (%)   The probability of the opportunity related to the resource request, expressed as a percentage.
Resource Request Requested Hours   Estimated number of hours for the resource.
Timecard Total Billable Amount D Total amount to be billed to the customer.
Timecard Total Cost D Total cost incurred for the hours on the timecard split.
Timecard Total Days Worked   Total number of days worked based on the number of hours entered on each day of the timecard.
Timecard Total Hours   Total hours for the timecard line.
Date Assignment End Date   End date of the assignment schedule.
Assignment Start Date   Start date of the assignment schedule
Billing Date G

This field is derived from the following objects in PSA:

  • Timecard
  • Expense
  • Budget
  • Miscellaneous Adjustment
  • Project
  • Milestone
  • Est vs Actual
  • Assignment
Budget Bill Date   Bill date for the budget.
Budget Effective Date   Date this budget becomes effective.
End Date G

Derived from the from the following objects:

  • Timecards
  • Expenses
  • Budget
  • Miscellaneous Adjustment
  • Projects
  • Milestones
  • Est Vs Actuals
  • Assignment

 

See Calculated Fields for more information on how this field is calculated on the Milestone object.
EvA End Date   The end date of the time period of the report.
EvA Start Date   The start date of the time period of the report.
EvA Time Period End Date   The end date of the time period to which the estimates versus actuals numbers relate.
Eva Time Period Start Date   The start date of the time period to which the estimates versus actuals numbers relate.
Expense Date   Date of the expense.
Misc Adjustment Bill Date   Bill date for the miscellaneous adjustment.
Milestone Actual Date   Actual date of completion.
Milestone Bill Date   Bill date for the milestone.
Milestone Target Date   Target date for completion of the milestone.
Misc Adjustment Bill Date   Bill date for the miscellaneous adjustment.
Misc Adjustment Effective Date   Date to which the adjustment applies from.
Misc Adjustment Invoice Date   The date of the invoice.
Project End Date G Date the project ends.
Project Start Date G Date the project starts.
Project Time Period End Date G The end date of the time period to which the project relates.
Project Time Period Start Date G The start date of the time period to which the project relates.
Resource Last Date   The last date of employment for the resource.
Resource Start Date   The date that the resource commenced employment.
Resource Request End Date   The estimated end date for the resource request.
Resource Request Start Date   The estimated start date for the Resource Request.
Start Date G

Derived from the from the following objects:

  • Timecards
  • Expenses
  • Budget
  • Miscellaneous Adjustment
  • Project
  • Milestone
  • Est Vs Actuals
  • Assignment

 
Time Period End Date   Exact End Date of the time period.
Time Period Start Date G Exact Start Date of the time period.
Timecard Bill Date   The date the timecard split was charged to the project or customer.
Timecard End Date   End date for the week that the timecard covers.
Timecard Start Date   Start date for the week that the timecard covers.

Default Fields

Where no value is available for the following fields, "N/A" is displayed in the lenses or dashboards in which they occur: