Project Reporting Flow PSA Input Fields

The input fields are the foundation of every dataset in PS Cloud Analytics. These fields are imported from your org environment by the dataflow when you create the Analytics app, the data is then processed to populate your apps' datasets.

Base Objects

This flow uses the following objects derived from PSA:

  • Budget
  • Estimates Versus Actuals
  • Expense
  • Milestone
  • Miscellaneous Adjustment
  • Project
  • Project Source
  • Project Task
  • Project Task Assignment
  • Resource Request
  • Resource Skill Request
  • Timecard
  • Timecard Split

Fields derived from the following Services CPQ objects are also optionally included in this dataset:

  • Estimate
  • Estimate Role Request
  • Estimate Task

Assignment

These are the main fields retrieved from the Assignment object in PSA.

Field Label

Field API Name

Description

Bill Rate pse__Bill_Rate__c These fields are imported directly from your PSA environment. For more information see Assignment Fields.
Billable Amount in Financials pse__Billable_Amount_In_Financials__c
Billable Amount Submitted pse__Billable_Amount_Submitted__c
Billable Days In Financials pse__Billable_Days_In_Financials__c
Billable Hours in Financials pse__Billable_Hours_In_Financials__c
Currency CurrencyISOCode
Cost Rate Amount pse__Cost_Rate_Amount__c
Bill Rate Is Daily Rate pse__Daily_Bill_Rate__c
Billable? Billable__c
Location pse__Location__c
Milestone pse__Milestone__c
Name pse__Assignment__c
Name Name
Non-Billable Days in Financials pse__Non_Billable_Days_In_Financials__c
Non-Billable Hours in Financials pse__Non_Billable_Hours_In_Financials__c
Planned Bill Rate pse__Planned_Bill_Rate__c
Planned Hours pse__Planned_Hours__c
Status pse__Status__c
Resource pse__Resource__c
End Date pse__End_Date__c
Planned Revenue (Hours) pse__Planned_Revenue__c
Planned Bill Rate pse__Planned_Bill_Rate__c
Project pse__Project__c
Scheduled Days pse__Scheduled_Days__c
Scheduled Hours pse__Scheduled_Hours__c
Start Date pse__Start_Date__c

Budget

These are the main fields retrieved from the Budget object in PSA.

Field Label

Field API Name

Description

Amount pse__Amount__c These fields are imported directly from your PSA environment. For more information see Budget Fields.
Bill Date pse__Bill_Date__c
Currency CurrencyISOCode
Description pse__Description__c
Effective Date pse__Effective_Date__c
ID Id
Name Name
Project pse__Project__c
Status pse__Status__c
Transaction pse__Transaction__c
Type pse__Type__c

Estimate

These are the main fields retrieved from the Estimate object in PSA.

Field Label

Field API Name

Description

Account ffscpq_Account_c These fields are imported directly from your PSA environment. For more information see Estimate Fields.
Amount ffscpq_Amount_c
Apply Discount to Cost Contingency ffscpq_Apply_Discount_To_Cost_Contingency_c
Apply Discount to Expense ffscpq_Apply_Discount_To_Expense_c
Approval Status ffscpq_Approval_Status_c
Billing Type ffscpq_Billing_Type_c
Cost ffscpq_Cost_c
Cost Contingency ffscpq_Cost_Contingency_c
Created Date CreatedDate
Currency CurrencyIsoCode
Discount (%) ffscpq_Percent_Discount_c
Discount (Amount) ffscpq_Discount_c
Duration (Days) ffscpq_Duration_c
End Date ffscpq_End_Date_c
Estimate Name Name
Expense ffscpq_Expense_c
Global Discount (%) ffscpq_Percent_Global_Discount_c
Global Discount (Amount) ffscpq_Global_Discount_c
Group ffscpq_Group_c
Margin (%) ffscpq_Percent_Margin_c
Margin (Amount) ffscpq_Margin_c
Net Amount ffscpq_Net_Amount_c
Opportunity ffscpq_Opportunity_c
Owner OwnerId
Practice ffscpq_Practice_c
Primary ffscpq_Is_Primary_c
Region ffscpq_Region_c
Record ID Id
Start Date ffscpq_Start_Date_c

Estimate Role Request

These are the main fields retrieved from the Estimate Role Request object in PSA.

Field Label

Field API Name

Description

Average Cost Rate ffscpq__Average_Cost_Rate__c These fields are imported directly from your PSA environment. For more information, see Estimate Role Request Fields.
Bill Rate Override ffscpq__Bill_Rate_Override__c
Cost Rate Override ffscpq__Cost_Rate_Override__c
Discount (%) ffscpq__Percent_Discount__c
End Date ffscpq__End_Date__c
Estimate ffscpq__Estimate__c
Estimate Task ffscpq__Estimate_Task__c
External Resource ffscpq__External_Resource__c
Group ffscpq__Group__c
Hours ffscpq__Hours__c
Practice ffscpq__Practice__c
Region ffscpq__Region__c
Requested Bill Rate ffscpq__Requested_Bill_Rate__c
Resource Role ffscpq__Resource_Role__c
Start Date ffscpq__Start_Date__c
Suggested Bill Rate ffscpq__Suggested_Bill_Rate__c
Record ID Id
Estimate Role Request Name Name

Estimate Task

These are the main fields retrieved from the Estimate Task object in PSA.

Field Label

Field API Name

Description

Bill Amount ffscpq__Bill_Amount__c These fields are imported directly from your PSA environment. For more information, see Estimate Task Fields.
Cost Amount ffscpq__Cost_Amount__c
Margin ffscpq__Margin__c
Net Bill Amount ffscpq__Net_Bill_Amount__c
Record ID Id
Estimate Task Name Name
End Date ffscpq__End_Date__c
Estimate ffscpq__Estimate__c
Peer Order ffscpq__Order__c
Discount (%) ffscpq__Percent_Discount__c
Start Date ffscpq__Start_Date__c

Estimates Versus Actuals

These are the main fields retrieved from the Est Vs Actuals object in PSA.

Field Label

Field API Name

Description

Actual Days pse__Actual_Days__c These fields are imported directly from your PSA environment. For more information see Estimates Versus Actuals Fields.
Actual Average Bill Rate pse__Actual_Average_Bill_Rate__c  
Actual Billable Amount pse__Actual_Billable_Amount__c
Actual Hours pse__Actual_Hours__c
Assignment pse__Assignment__c
Currency CurrencyISOCode
Days Percent Variance pse__Days_Percent_Variance__c
Days Variance pse__Days_Variance__c
End Date pse__End_Date__c
Estimated Days pse__Estimated_Days__c
Estimated Hours pse__Estimated_Hours__c
Hours Percent Variance pse__Percent_Variance__c
Hours Variance pse__Variance__c
ID Id
Name Name
Project Currency Exchange Rate pse__Project_Currency_Exchange_Rate__c
Scheduled Bill Rate pse__Scheduled_Bill_Rate__c
Scheduled Bill Rate is Daily Rate pse__Scheduled_Bill_Rate_is_Daily_Rate__c
Project pse__Project__c We use this field to look up the corresponding PSA object for the following fields Project.
Resource pse__Resource__c We use this field to look up the corresponding PSA object for the following fields Resource .
Time Period pse__Time_Period__c We use this field to look up the corresponding PSA object for the following fields Time Period.

Milestone

These are the main fields retrieved from the Milestone object in PSA.

Field Label

Field API Name

Description

Actual Date pse__Actual_Date__c These fields are imported directly from your PSA environment. For more information see Milestone Fields.
Approved pse__Approved__c
Bill Date pse__Bill_Date__c
Billable Amount in Financials pse__Billable_Amount_In_Financials__c
Billable Days In Financials pse__Billable_Days_In_Financials__c
Billable Expenses In Financials pse__Billable_Expenses_In_Financials__c
Billable Hours In Financials pse__Billable_Hours_In_Financials__c
Currency CurrencyISOCode
Default Bill Rate pse__Default_Bill_Rate__c
Default Bill Rate is Daily Rate pse__Default_Bill_Rate_is_Daily_Rate__c
Description pse__Description__c
ID Id
Include In Financials pse__Include_In_Financials__c
Milestone Amount pse__Milestone_Amount__c
Milestone Cost pse__Milestone_Cost__c
Name Name
Non-Billable Hours in Financials pse__Non_Billable_Hours_In_Financials__c
Override Project Group pse__Override_Project_Group__c
Override Project Practice pse__Override_Project_Practice__c
Override Project Region pse__Override_Project_Region__c
Planned Hours pse__Planned_Hours__c
Project Billings Value pse__Billings__c
Project Currency Exchange Rate pse__Project_Currency_Exchange_Rate__c
Status pse__Status__c
Target Date pse__Target_Date__c
Transaction pse__Transaction__c
Project pse__Project__c We use this field to look up the corresponding PSA object for the following fields Project.

Miscellaneous Adjustment

These are the main fields retrieved from the Miscellaneous Adjustment object in PSA.

Field Label

Field API Name

Description

Amount pse__Amount__c These fields are imported directly from your PSA environment. For more information see Miscellaneous Adjustment Fields.
Description pse__Description__c
Bill Date pse__Bill_Date__c
Name Name
Currency Currency ISO Code
Effective Date pse__Effective_Date__c
Include In Financials pse__Include_In_Financials__c
ID Id
Transaction pse__Transaction__c
Transaction Category pse__Transaction_Category__c
Approved pse__Approved__c
Bill Date pse__Bill_Date__c
Description pse__Description__c
Effective Date pse__Effective_Date__c
Invoice Date pse__Invoice_Date__c
Invoiced pse__Invoiced__c
Miscellaneous Adjustment Name Name
Status pse__Status__c
Transaction Category pse__Transaction_Category__c
Vendor Account pse__Vendor_Account__c
Project pse__Project__c We use this field to look up the corresponding PSA object for the following fields Project.

Project

These are the main fields retrieved from the Project object in PSA.

Field Label

Field API Name

Description

Account pse__Account__c These fields are imported directly from your PSA environment. For more information see Project Fields.
Allow Expenses without Assignment pse__Allow_Expenses_Without_Assignment__c
Allow Self-Staffing pse__Allow_Self_Staffing__c
Allow Timecards without Assignment pse__Allow_Timecards_Without_Assignment__c
Billable Hours (External) pse__Billable_External_Hours__c
Billable Hours (Internal) pse__Billable_Internal_Hours__c
Billing Type pse__Billing_Type__c
Billings pse__Billings__c
Bookings pse__Bookings__c
Billed pse__Billed__c
Closed for Expense Entry pse__Closed_for_Expense_Entry__c
Closed for time Entry pse__Closed_for_Time_Entry__c
Company pse__Company__c
Credited Hours pse__Credited_Non_Billable_Internal_Hours__c
Current Time Period pse__Current_Time_Period__c
End Date pse__End_Date__c
Estimated Hours at Completion pse__Estimated_Hours_at_Completion__c
Excluded Hours pse__Excluded_Hours__c
Expense Budget pse__Expense_Budget__c
Expense Costs pse__Expense_Costs__c
External Costs pse__External_Costs__c
External Time Cost pse__External_Time_Cost__c
Financial Status pse__Financial_Status__c
Group pse__Group__c
Hierarchy Depth pse__Hierarchy_Depth__c
ID Id
Internal Budget pse__Internal_Budget__c
Internal Costs pse__Internal_Costs__c
Internal Time Cost pse__Internal_Time_Cost__c
Invoiced pse__Invoiced__c
Active pse__Is_Active__c
Billable pse__Is_Billable__c
Template pse__Is_Template__c
Location Location
Margin pse__Margin__c
Master Project pse__Master_Project__c
Milestone Cost pse__Milestone_Cost__c
Name Name
Non-Billable Hours (External) pse__Non_Billable_External_Hours__c
Non-Billable Hours (Internal) pse__Non_Billable_Internal_Hours__c
Opportunity pse__Opportunity__c
Other Costs pse__Other_Costs__c
Parent Project pse__Parent_Project__c
Pass-through Billings pse__Pass_Through_Billings__c
Percent Hours Complete pse__Percent_Hours_Complete__c
Planned Hours pse__Planned_Hours__c
Practice pse__Practice__c
Pre-Bill Type pse__Pre_Bill_Type__c
Pre-Billed pse__Pre_Billed__c
Bookings pse__Bookings__c
Project Currency ISO Code Project.CurrencyIsoCode
Engagement pse__Engagement__c
Project ID pse__Project_ID__c
Active pse__Is_Active__c
Project Manager pse__Project_Manager__c
Project Phase pse__Project_Phase__c
Project Type pse__Project_Type__c
Project Status pse__Project_Status__c
Recognition Method pse__Recognition_Method__c
Region pse__Region__c
Revenue pse__Revenue__c
Schedule Status pse__Schedule_Status__c
Scheduled Hours Remaining pse__Scheduled_Hours_Remaining__c
Scope Status pse__Scope_Status__c
Stage pse__Stage__c
Start Date pse__Start_Date__c
Tasks Total Percent Complete (Points) pse__Tasks_Total_Percent_Complete_Points__c
Tasks Total Points Complete pse__Tasks_Total_Points_Complete__c
Time Credited pse__Time_Credited__c
Time Excluded pse__Time_Excluded__c
Time Zone pse__Time_Zone__c
Total Assigned Hours pse__Total_Assigned_Hours__c
Total costs pse__Total_Costs__c
Total Number of Tasks pse__Total_Number_of_Tasks__c
Total Submitted Hours Hours pse__Total_Submitted_Hours__c
Unscheduled Backlog pse__Unscheduled_Backlog__c
Variance at Completion pse__Variance_at_Completion__c
Variance from Plan pse__Variance_From_Plan__c
Duration (Days) pse_Duration_c

Project Source

These are the main fields retrieved from the Project Source object in PSA.

Field Label

Field API Name

 

Record ID Id These fields are imported directly from your PSA data environment. For more information see Project Source Fields.
Name Name
Project pse__Project__c
Source pse__Source__c
Source Estimate ffscpq__Source_Estimate__c

Project Task

These are the main fields retrieved from the Project Task object in PSA.

Field Label Field API Name

Description

Actual End Date pse_Actual_End_Date_c These fields are imported directly from your PSA environment. For more information, Project Task Fields.
Actual Hours pse_Actual_Hours_c
Actual Start Date pse_Actual_Start_Date_c
Assigned Resources pse_Assigned_Resources_c
Blocked pse_Blocked_c
Completed pse_Completed_c
Description pse_Description_c
Duration Units pse_Duration_Unit_c
End Date pse_End_Date_c
Estimated Hours pse_Estimated_Hours_c
Estimated Time To Completion (Task) pse_Estimated_Time_To_Completion_c
Hierarchy Depth pse_Hierarchy_Depth_c
Hours Remaining pse_Hours_Remaining_c
Milestone pse_Milestone_c
Parent Task pse_Parent_Task_c
Parent Task End Date pse_Parent_Task_End_Date_c
Parent Project Project Task Start Date pse_Parent_Task_Start_Date_c
Peer Order pse_Order_c
Percent Complete (Hours) pse_Percent_Complete_Hours_c
Percent Complete (Points) pse_Percent_Complete_Points_c
Percent Complete (Tasks) pse_Percent_Complete_Tasks_c
Points pse_Points_c
Points Baseline pse_Points_Baseline_c
Points Complete pse_Points_Complete_c
Points Remaining pse_Points_Remaining_c
Priority pse_Priority_c
Project pse_Project_c
Project Task Name Name
Projected Hours pse_Projected_Hours_c
Start Date pse_Start_Date_c
Started pse_Started_c
Status pse_Status_c
Task Name Chain pse_Task_Name_Chain_c
WBS Element Number pse_WBS_Element_Number_c
Account Name Account_Name__c We use this field to look up the corresponding PSA object for the following fields Account.

Project Task Assignment

These are the main fields retrieved from the Project Task Assignment object in PSA.

Field Label

Field API Name

Description

Allocation Hours pse__Allocation_Hours__c These fields are imported directly from your PSA data environment. For more information see Project Fields.
Allocation Percentage pse__Allocation_Percentage__c
Assignment pse__Assignment__c
End Date pse__End_Date__c
External Resource pse__External_Resource__c
Hours pse__Hours__c
Project pse__Project__c
Project ID pse__Project_ID__c
Resource pse__Resource__c
Resource Request pse__Resource_Request__c
Resource Role pse__Resource_Role__c
Start Date pse__Start_Date__c

Resource Request

These are the main fields retrieved from the Resource Request object in PSA.

Field Label

Field API Name

Description

Record ID Id These fields are imported directly from your PSA environment. For more information see Resource Request Fields.
Name Name
End Date pse__End_Date__c
Exclude from Utilization pse__Exclude_From_Utilization__c
Resource Held pse__Resource_Held__c
Resource Role pse__Resource_Role__c
Requested Hours pse__SOW_Hours__c
Resource pse__Staffer_Resource__c
Start Date pse__Start_Date__c
Currency CurrencyIsoCode
Owner ID OwnerId
Assignment pse__Assignment__c
Group pse__Group__c
Milestone pse__Milestone__c
Practice pse__Practice__c
Primary Skill / Certification pse__Primary_Skill_Certification__c
Primary Skill Minimum Rating pse__Primary_Skill_Minimum_Rating__c
Project pse__Project__c
Region pse__Region__c
Request Priority pse__Request_Priority__c
Suggested Resource pse__Resource__c
Opportunity pse__Opportunity__c We use this field to look up the corresponding PSA object for the following fields Opportunity.

Resource Skill Request

These are the main fields retrieved from the Resource Request Skill object in PSA.

Field Label

Field API Name

Description

Record ID Id These fields are imported directly from your PSA environment. For more information see Resource Request Fields.
Name Name
Resource Request pse__Resource_Request__c
Skill / Certification pse__Skill_Certification__c
Desirable pse__Desirable__c  

Timecard

These are the main fields retrieved from the Timecard object in PSA.

Field Label

Field API Name

Description

Bill Date pse__Bill_Date__c These fields are imported directly from your PSA environment. For more information see Timecard Entry Fields.
Billable pse__Billable__c
Billed pse__Billed__c
Currency CurrencyIsoCode
End Date pse__End_Date__c
ID Id
Milestone pse__Milestone__c
Name Name
Project Exchange Rate pse__Project_Exchange_Rate__c
Start Date pse__Start_Date__c
Status pse__Status__c
Total Billable Amount pse__Total_Billable_Amount__c
Total Cost pse__Total_Cost__c
Total Days Worked pse__Total_Days_Worked__c
Total Hours pse__Total_Hours__c
Project pse__Project__c We use this field to look up the corresponding PSA object for the following fields Project.
Resource pse__Resource__c We use this field to look up the corresponding PSA object for the following fields Resource .

Expense

These are the main fields retrieved from the Expense object in PSA.

Field Label

Field API Name

Description

Bill Date pse__Bill_Date__c These fields are imported directly from your PSA environment. For more information see Expense Report Page Fields.
Billing Amount pse__Billing_Amount__c
Currency CurrencyISOCode
Description pse__Description__c
Distance pse__Distance__c
Expense Date pse__Expense_Date__c
Expense Number Name
ID Id
Include In Financials pse__Include_In_Financials__c
Lost Receipt pse__Lost_Receipt__c
Milestone pse__Milestone__c
Name Name
Rate Unit pse__Rate_Unit__c
Reimbursement Amount In Project Currency pse__Reimbursement_Amount_In_Project_Currency__c
Resource pse__Resource__c
Revenue Transaction pse__Revenue_Transaction__c
Status pse__Status__c
Type pse__Type__c
Project pse__Project__c We use this field to look up the corresponding PSA object for the following fields Project.

Augmented Fields

The augment fields complement the data imported from the base objects allowing you to have a deeper visualization of your data.

Note:

These fields are imported directly from your PSA environment. For more information about these fields, see the PSA field reference guide for their corresponding PSA object.

Key: → — Lookup path between objects; * — Calculated in field in the dataflow.


Object

Lookup Path

Field Label

Field API Name

Time Period   End Date pse__End_Date__c
Start Date pse__Start_Date__c
Time Period Name Name
Type Type
Currency Type   Conversion Rate ConversionRate
Resource   Department Department
External Resource pse__External_Resource__c
Name Name
Group pse__Group__c
Is Resource pse__Is_Resource__c
Is Resource Active pse__Is_Resource_Active__c
Last Date pse__Last_Date__c
Mailing City MailingCity
Mailing Country MailingCountry
Mailing State/Province MailingState
Practice pse__Practice__c
Region ID pse__Region__c
Resource Role pse__Resource_Role__c
Salesforce User pse__Salesforce_User__c
Start Date pse__Start_Date__c
Work Calendar pse__Work_Calendar__c
→ Resource → Region Reversed ID Chain pse__Reversed_ID_Chain__c
→ Resource → Practice Reversed Practice ID Chain pse__Reversed_ID_Chain__c
→ Resource → Group Reversed Group ID Chain pse__Reversed_ID_Chain__c
→ Resource → User Name Name
Full Photo URL SalesforceUser.FullPhotoUrl
Project   → Project → Account Account Name Name
Annual Revenue AnnualRevenue
Employees NumberOfEmployees
Industry Industry
Type Type
Billing Country BillingCountry
→ Project → Region Reversed Region ID Chain pse__Reversed_ID_Chain__c
→ Project → Practice Reversed Practice ID Chain pse__Reversed_ID_Chain__c
→ Project → Group Reversed Group ID Chain pse__Reversed_ID_Chain__c
→ Project → Time Period End Date pse__End_Date__c
Start Date pse__Start_Date__c
Time Period Name Name
Type pse__Type__c
→ Project → Project Manager (Contact) Name Name
→ Project → Opportunity Name Name
  → Project → Project Source Source Estimate ffscpq__Source_Estimate__c
Opportunity → Account Billing Country BillingCountry
ID Id
Industry Industry
Account Name Name
Type Type
  Stage StageName
Account   Account Name Account_Name__c