Deferred Revenue Reporting Transactions Dataset Output Fields

Each row of the Deferred Revenue Reporting Transactions dataset represents either recognized revenue or estimated revenue for a record from the Project Reporting dataset that has a revenue recognition template.

Rows that have the Amount Recognized field populated represent recognized revenue. These values are retrieved from revenue recognition transaction lines.

Rows that have the EvA Scheduled Amount field populated represent estimated revenue. These values are retrieved from estimates vs. actuals records in the Project Reporting dataset.

The following PSA records from the Project Reporting dataset are included:

  • Expenses
  • Milestones
  • Miscellaneous adjustments
  • Projects
  • Timecard splits

The following table describes the fields available in the Deferred Revenue Reporting Transactions dataset, grouped by their type within Analytics.

Dataset Fields
Field Type Field Label Field API Name Description
Measure Amount Recognized ValueAmountRecognized

The total amount of revenue recognized in the revenue recognition transaction line.

This is populated from the Amount Recognized field on the revenue recognition transaction line.

This is blank for rows that represent estimated revenue.
EvA Scheduled Amount ValueEVABillings

The estimated revenue for the project in this period.

This is populated from the EvA Scheduled Amount field in the Project Reporting dataset.

This is blank for rows that represent recognized revenue.
Source Billed Amount ValueSourceBilled

The total amount billed for the project.

This is populated from the Project Billed Amount field in the Project Reporting dataset.
Source Billings ValueSourceBillings

The total ready-to-bill revenue for the project.

This is populated from the Project Billings field in the Project Reporting dataset.
Source Revenue ValueSourceBookings

The booked revenue for the project.

This is populated from the Project Bookings field in the Project Reporting dataset.
Dimension Account ID AccountId The ID of the account related to the project.
Account Name AccountName The name of the account related to the project.
Company ID CompanyId The ID of the Foundations company related to the project.
Company Name CompanyName The name of the Foundations company related to the project.
Currency ISO Code CurrencyIsoCode The currency of the record that the dataset row relates to.
EvA Time Period Name EVATimePeriodName The name of the time period to which the estimates versus actuals record relates.
EvA Time Period Type EVATimePeriodType The type of time period to which the estimates versus actuals record relates.
ID Id

The ID of the record that the dataset row relates to. This can be any of the following:

  • Expense
  • Milestone
  • Miscellaneous adjustment
  • Project
  • Timecard split
Object ID ObjectId

The ID of the record that the dataset row relates to. This can be any of the following:

  • Estimates versus actuals
  • Expense
  • Milestone
  • Miscellaneous adjustment
  • Project
  • Timecard split
Object Name ObjectName

The name of the record that the dataset row relates to. This can be any of the following:

  • Estimates versus actuals
  • Expense
  • Milestone
  • Miscellaneous adjustment
  • Project
  • Timecard split
Object Type SourceReportingType

The type of record that the dataset row relates to. The following options are available:

  • "Est Vs Actuals"
  • "Expenses"
  • "Milestones"
  • "Misc Adjustments"
  • "Projects"
  • "Timecards"
Period Name PeriodName The name of the recognition period that the revenue recognition transaction belongs to.
Product Name ProductName The name of the product that the revenue recognition transaction line relates to.
Recognized Record ID RecognizedRecordId

The ID of the record that the revenue recognition transaction line relates to. This can be any of the following:

  • Expense
  • Milestone
  • Miscellaneous adjustment
  • Project
  • Timecard split
Revenue Recognition Template RRTemplate The ID of the template that was used to recognize the revenue.
Source ID SourceId The ID of the related project.
Source Name SourceName The name of the related project.
Status TransactionStatus

The current status of the revenue recognition transaction.
Transaction ID TransactionId The ID of the related revenue recognition transaction.
Transaction Line ID TransactionLineId The ID of the revenue recognition transaction line.
Transaction Line Number TransactionLineNumber The name of the revenue recognition transaction line.
Transaction Number TransactionNumber The name of the revenue recognition line.
Transaction Period TransactionPeriod The name of the recognition period that the revenue recognition transaction belongs to
Date End Date EndDate

The end date of the PSA business record.

This field is retrieved directly from the Project Reporting dataset.
Period End Date PeriodEndDate The end date of the recognition period that the revenue recognition transaction belongs to
Period Start Date PeriodStartDate The start date of the recognition period that the revenue recognition transaction belongs to
Start Date StartDate

The start date of the PSA business record.

This field is retrieved directly from the Project Reporting dataset.
Transaction Date TransactionDate

The date on which the revenue was recognized.

This is populated from the Recognized Date field on the revenue recognition transaction line.