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