Here is a description of the fields on the PSA Analytics Setup object.
|
Field |
Description |
|---|---|
| Active | Indicates the PSA Analytics Setup record used to create the PSA Core Analytics app. You can have only one active PSA Analytics Setup configuration record. |
| Additional Project Fields | Stores additional fields from the Project object added to the datasets created in the PSA Core Analytics app. This includes user-generated custom fields and packaged custom fields. |
| Additional Contact Fields | Stores additional fields from the Contact object added to the datasets created in the PSA Core Analytics app. This includes user-generated custom fields and packaged custom fields. |
| Additional Project Field API Names | Stores the API names of additional fields from the Project object added to the datasets created in the PSA Core Analytics app. This includes user-generated custom fields and packaged custom fields. |
| Additional Contact Field API Names | Stores the API names of additional fields from the Contact object added to the datasets created in the PSA Core Analytics app. This includes user-generated custom fields and packaged custom fields. |
| Billing Forecast | If selected, creates the Billing Forecast Summaries and Billing Forecast Details datasets and the Billing Forecasts dashboard in PSA Core Analytics. |
| Fiscal Year Start Month | Indicates the month set as the start of your fiscal year. The default option is January. |
| Object Sharing | If selected, your org's PSA object sharing model is used to control the data displayed in PSA Core Analytics. |
| Permission Controls | If selected, applies permission controls from PSA to the Revenue Forecast dataset and dashboard. |
| Project Margin | If selected, creates the Project Margin dataset and the Total Project Margin (Workspace) dashboard in PSA Core Analytics. |
| PSA Analytics Setup Name | The name of the PSA Analytics Setup record. |
| Revenue Forecast | If selected, creates the Revenue Forecast dataset in PSA Core Analytics. |
| Services CPQ | If selected, creates the SCPQ Estimator and SCPQ Estimate Manager dashboards in PSA Core Analytics. |
| Utilization Results | If selected, creates the Utilization Results dataset in PSA Core Analytics. |
| Revenue Management Fields |
Depending on your Revenue Management settings for the Project object, this field enables you to add data derived from the following fields to the Project Reporting dataset in PSA Core Analytics:
|