Engagements Input Fields

Input fields are the foundation of the Engagements dataset. These fields are extracted from your org and from existing Business Analytics datasets by the recipe when you create the Engagement Analytics app. The data is then processed to populate your app's dataset.

Base Objects

The Engagement Analytics recipe combines the data from the Engagement object with data from your existing Business Analytics datasets to extract field information. Depending on how you set up your Engagement Analytics app, the following datasets are used:

  • Billing Contracts from Financial Analytics
  • Project Reporting from PS Cloud Core Analytics
  • Supply Chain Management Core from Financial Analytics

Engagement Object

These are the fields retrieved from the Engagement object:

Fields Retrieved from the Engagement Object

Field Label

Field API Name

Description

Currency CurrencyIsoCode These fields are imported directly from your Foundations environment. For more information about these fields, see Engagement Fields.
Description fferpcore__Description__c
End Date fferpcore__EndDate__c
Engagement Number Name
Record ID Id
Start Date fferpcore__StartDate__c

Billing Contracts Dataset

If you use Billing Central with the engagement functionality and your Financial Analytics app contains the Billing Contracts dataset, Engagement Analytics can include data from that dataset.

The Billing Contract and the Billing Contract Line Item objects are the base objects of the Billing Contracts dataset. Engagement Analytics leverages this and imports fields that are useful in the context of an engagement.

For more information about these fields, see Billing Contracts Dataset Output Fields.

These are the fields retrieved from the Billing Contracts dataset.

Fields Retrieved from the Billing Contracts Dataset

Field Label

Field API Name

Description

Contract ARR Value ValueContractFfbcAnnualRecurringRevenue

These fields are extracted directly from the Billing Contracts dataset and are available in the Engagements dataset. Some of the fields are also used to calculate other fields. For more information, see Calculated Fields and Engagements Dataset Output Fields.

Contract ID ContractId
Contract Line Item ARR ValueContractLineItemFfbcAnnualRecurringRevenue
Contract Line Item ID ContractLineItemId
Contract Line Item MRR ValueContractLineItemFfbcMonthlyRecurringRevenue
Contract Line Item Name ContractLineItemName
Contract MRR Value ValueContractFfbcMonthlyRecurringRevenue
Contract Name ContractFfbcContractName
Contract Number ContractName
Contract Renewal Reminder Date ContractFfbcRenewalReminderDate
Contract Status ContractFfbcStatus
Product Billing Type ProductFfbcBillingType
Product Name ProductName
Account Name AccountName

We use this field to populate the Account field in the Engagements dataset.

Company Name CompanyName We use this field to populate the Company field in the Engagements dataset.
Contract Currency ISO Code ContractFfbcCurrencyIsoCode We use this field to populate the Source Currency ISO Code field in the Engagements dataset.
Contract End Date ContractFfbcEndDate We use this field to populate the End Date field in the Engagements dataset.
Contract Engagement ID ContractFfbcEngagementId We use this field to join the record from the Billing Contracts dataset with the data retrieved directly from the Engagement object.
Contract Line Item Revenue Recognized ValueRevenueRecognizedContractLineItem If this field is available in the Billing Contracts dataset, we use it to populate the Revenue Recognized field in the Engagements dataset.
Contract Line Item Total Contract Line Value ValueContractLineItemFfbcTotalContractLineValue We use this field to populate the Revenue field in the Engagements dataset.
Contract Line Item Total Billed ValueContractLineItemFfbcTotalBilled We use this field to populate the Invoiced field in the Engagements dataset.
Contract Start Date ContractFfbcStartDate We use this field to populate the Start Date field in the Engagements dataset.
Contract Total Contract Value ValueContractFfbcTotalContractValue We use this field to populate the Timeline Revenue field in the Engagements dataset.

Project Reporting Dataset

If you use PSA with the engagement functionality and your PS Cloud Core Analytics app contains the Project Reporting dataset, Engagement Analytics can include data from that dataset.

The Project object is one of the base objects of the Project Reporting dataset. Engagement Analytics leverages this and imports only project records from the dataset. Other types of records and fields that are not useful in the context of an engagement are excluded from the resulting dataset.

For more information about these fields, seeProject Reporting Dataset Output Fields.

These are the fields retrieved from the Project Reporting dataset.

Fields Retrieved from the Project Reporting Dataset

Field Label

Field API Name

Description

Project Billings ValueProjectBillings

These fields are extracted directly from the Project Reporting dataset and are available in the Engagements dataset. Some of the fields are also used to calculate other fields. For more information, see Calculated Fields and Engagements Dataset Output Fields.

Project Expense Costs ValueProjectExpenseCosts
Project External Costs ValueProjectExternalCosts
Project Financial Status ProjectFinancialStatus
Project Group Name ProjectGroupNameChain
Project ID ProjectId
Project Internal Costs ValueProjectInternalCosts
Project Is Active ProjectIsActive
Project Name ProjectName
Project Other Costs ValueProjectOtherCosts
Project Pass-Through Billings ValueProjectPassThroughBillings
Project Practice Name ProjectPracticeNameChain
Project Region Name ProjectRegionNameChain
Project Schedule Status ProjectScheduleStatus
Project Scope Status ProjectScopeStatus
Project Status ProjectStatus
Project Account Name ProjectAccountName We use this field to populate the Account field in the Engagements dataset.
Project Bookings ValueProjectBookings We use this field to populate the Revenue and Timeline Revenue fields in the Engagements dataset.
Project Company Name ProjectCompanyName We use this field to populate the Company field in the Engagements dataset.
Project Cost Amortized ValueProjectCostAmortized If this field is available in the Project Reporting dataset and the Project Total Cost Amortized field is not available or is not populated for the project, we use this field to populate the Cost Amortized field in the Engagements dataset.
Project Currency ISO Code ProjectCurrencyIsoCode We use this field to populate the Source Currency ISO Code field in the Engagements dataset.
Project Display ID ProjectDisplayId We use this field to populate the Project Number and Source Number fields in the Engagements dataset.
Project End Date ProjectEndDate We use this field to populate the End Date field in the Engagements dataset.
Project Engagement ID ProjectEngagementId We use this field to join the record from the Project Reporting dataset with the data retrieved directly from the Engagement object.
Project ID ProjectId We use this field to populate the Source ID field in the Engagements dataset.
Project Invoiced Amount ValueProjectInvoiced We use this field to populate the Invoiced field in the Engagements dataset.
Project Revenue Recognized ValueProjectRevenueRecognized If this field is available in the Project Reporting dataset and the Project Total Revenue Recognized field is not available or is not populated for the project, we use this field to populate the Revenue Recognized field in the Engagements dataset.
Project Start Date ProjectStartDate We use this field to populate the Start Date field in the Engagements dataset.
Project Total Cost Amortized ValueProjectTotalCostAmortized If this field is available in the Project Reporting dataset and its value is populated for the project, we use it to populate the Cost Amortized field in the Engagements dataset.
Project Total Costs ValueProjectTotalCosts We use this field to populate the Cost field in the Engagements dataset.
Project Total Revenue Recognized ValueProjectTotalRevenueRecognized If this field is available in the Project Reporting dataset and its value is populated for the project, we use it to populate the Revenue Recognized field in the Engagements dataset.

Supply Chain Management Core Dataset

If you use SCM with the engagement functionality and your Financial Analytics app contains the Supply Chain Management Core dataset, Engagement Analytics can include data from that dataset.

The Supply Chain Management Core dataset contains multiple base objects from SCM, including the Sales Order and the Sales Order Line Item objects. Engagement Analytics leverages this and imports fields that are useful in the context of an engagement.

For more information about these fields, see Supply Chain Management Core Fields.

These are the fields retrieved from the Supply Chain Management Core dataset.

Fields Retrieved from the Supply Chain Management Core Dataset

Field Label

Field API Name

Description

Sales Order Account Name SalesOrderAccountName We use this field to populate the Account field in the Engagements dataset.
Sales Order Date SalesOrderDate We use this field to populate the Start Date field in the Engagements dataset.
Sales Order Engagement Name SalesOrderEngagementName We use this field to populate the Engagement Name field in the Engagements dataset.
Sales Order Line Item Commitment Date SalesOrderLineCustomerCommitmentDate We use this field to populate the End Date field in the Engagements dataset.
Sales Order Line Item Cost Amortized ValueSalesOrderLineCostAmortized If this field is available in the Supply Chain Management Core dataset, we use it to populate the Cost Amortized field in the Engagements dataset.
Sales Order Line Item Current Promise SalesOrderLineCurrentPromiseDate We use this field to populate the End Date field in the Engagements dataset.
Sales Order Line Item Margin ValueSalesOrderLineMargin We use this field to populate the Margin field in the Engagements dataset.
Sales Order Line Item Number SalesOrderLineNumber This field is extracted directly from the Supply Chain Management Core dataset and is available in the Engagements dataset. For more information, see Engagements Dataset Output Fields.
Sales Order Line Item Projected Margin ValueSalesOrderLineProjectedMargin We use this field to populate the Projected Margin field in the Engagements dataset.
Sales Order Line Item Revenue Recognized ValueSalesOrderLineRevenueRecognized If this field is available in the Supply Chain Management Core dataset, we use it to populate the Revenue Recognized field in the Engagements dataset.
Sales Order Line Item Total Billed Amount ValueSalesOrderLineTotalBilledAmount We use this field to populate the Invoiced field in the Engagements dataset.
Sales Order Line Item Total Cost ValueSalesOrderLineTotalCost We use this field to populate the Cost field in the Engagements dataset.
Sales Order Name SalesOrderName We use this field to populate the Source Name field in the Engagements dataset.
Sales Order Number SalesOrderNumber We use this field to populate the Source Name and Source Number fields in the Engagements dataset.
Sales Order Shipment Status SalesOrderShipmentStatus This field is extracted directly from the Supply Chain Management Core dataset and is available in the Engagements dataset. For more information, see Engagements Dataset Output Fields.
Sales Order Total Value ValueSalesOrderTotalValue We use this field to populate the Timeline Revenue field in the Engagements dataset.
Sales Order Approval Date SalesOrderApprovalDate We use this field to populate the Start Date field in the Engagements dataset.
Sales Order Currency ISO Code SalesOrderCurrencyIsoCode We use this field to populate the Source Currency ISO Code field in the Engagements dataset.
Sales Order Engagement ID SalesOrderEngagementId We use this field to join the record from the Supply Chain Management Core dataset with the data retrieved directly from the Engagement object.
Sales Order ID SalesOrderId We use this field to populate the Source ID field in the Engagements dataset.
Sales Order Line Item Extended Price ValueSalesOrderLineExtPrice We use this field to populate the Revenue field in the Engagements dataset.
Sales Order Line Item Unit Cost ValueSalesOrderLineUnitCost We use this field to populate the Cost field in the Engagements dataset.