Project Reporting Dataset Output Fields

The Project Reporting dataset includes fields derived from the following objects in 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

The Project Reporting dataset contains a number of generic fields. These are fields such as Object Type or Description, which are derived from a range of objects. Generic fields enable you to apply a filter such as Type to multiple objects.

Note:

The object types contained within this dataset's generic fields vary according to whether you have added optional Services CPQ data to the Project Reporting dataset.

Dimension fields from the project object are generic. They are populated across all objects and can be filtered by on all objects. For more information see Object Type.

Some of the fields in this dataset are drillable. When displayed in a dashboard table, these fields can be clicked to access them in your PSA or Services CPQ data environment.

Field Naming Conventions

Fields in this dataset are named according to the following convention, to indicate their source in your data environment: {object}{field name}.

Exceptions to this naming convention are:

  • Fields calculated in the dataflow.
  • Generic fields derived from two or more objects in your data environment.

Video Tutorials

The following video tutorials demonstrate how to build lenses and dashboards with the Project Reporting dataset.

Building Dashboards with the Project Reporting Dataset

Getting Started with the Project Reporting Dataset

Project Reporting Fields

Key: G — Generic fields; C — Calculated fields; D — Drillable fields

Project Reporting Fields

Field Type

Field

 

Description

Dimension Account Billing Country G

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Account ID G

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Account Industry G

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Account Name G, D

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Account Type G

The type of account associated with the project, opportunity or estimate.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Approved G

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Assignment Location   Location for the assignment.
Billed G Indicates whether the budget, milestone, estimate, miscellaneous adjustment, or timecard has been charged to the project or customer.
Budget Billed   Indicates whether the budget has been charged to the project or customer.
Budget Status   The status of the Budget.
Budget Type   The type of Budget.
Currency ISO Code G

This field identifies the currency ISO code derived from the following objects:

  • Assignment
  • Timecard
  • Milestone
  • Expense
  • Estimate
  • Miscellaneous Adjustment
  • Est vs Actuals
  • Budget
Description G

This field is derived from the following object types in the Project Reporting dataset:

  • Milestone
  • Expenses
  • Miscellaneous Adjustments
  • Budget
Est Role Request Estimate Task ID   The identification number of the estimate task the role request is for.
Est Role Request Estimate Task Name   The name of the estimate task the role request is for.
Est Role Request Group ID   The identification number of the group for which this role request is for.
Est Role Request Group Name   The name of the group for which this role request is for.
Est Role Request ID   The identification number of the estimate role request.
Est Role Request Is External Resource   Indicates this estimate role request is for an external resource.
Est Role Request Name D The name of this estimate role request.
Est Role Request Practice ID   The identification number of the practice for which this role request is for.
Est Role Request Practice Name   The name of the practice for which this role request is for.
Est Role Request Region ID   The identification number of the region for which this role request is for.
Est Role Request Region Name   The name of the region for which this role request is for.
Estimate (Earliest Created)   The first created estimate row for a given estimate.
Estimate Account ID   The identification number of the account associated with the estimate.
Estimate Account Name   The name of the account associated with the estimate.
Estimate Apply Discount To Cost Contingency   Indicates whether the discount is to be applied to the cost contingency.
Estimate Apply Discount To Expense   Indicates whether the discount is to be applied to the expense.
Estimate Billing Type   Indicates the billing type set for the estimate, for example "Fixed Price".
Estimate Group ID   The identification number of the group that is associated with this estimate.
Estimate Group ID Chain   System-generated chain for linking to the group.
Estimate Group Level XX   The RPG level of the group related to the estimate, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the estimate.
Estimate ID   The identification number of the estimate.
Estimate Name   The name of the estimate.
Estimate Owner ID   The identification number of the estimate owner.
Estimate Owner Name   The name of the estimate owner.
Estimate Practice ID   The identification number of the practice that is associated with this estimate.
Estimate Practice ID Chain   System-generated chain for linking to the practice.
Estimate Practice Level XX   The RPG level of the practice related to the estimate, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the estimate.
Estimate Primary   Indicates that this estimate is the primary version for the opportunity.
Estimate Region ID   The identification number of the region that is associated with this estimate.
Estimate Region ID Chain   System-generated chain for linking to the region.
Estimate Region Level XX   The RPG level of the region related to the estimate, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the estimate.
Estimate Task ID   The identification number of this estimate task.
Estimate Task Name   The name of this estimate task.
EvA Assignment Name   The name of the Assignment associated with the EVA record.
EvA Scheduled Bill Rate is Daily Rate   Indicates whether the scheduled bill rate is a daily rate.
EvA Time Period   The time period to which the estimates versus actuals numbers relate.
EvA Time Period Name   The name of the time period.
EvA Time Period Type   The type of time period this time span represents.
Expense Lost Receipt   Enables users to submit expenses without receipt attachments even if receipt attachments are required.
Expense Number D The number of the expense record to which the group of receipt attachments belong.
Expense Rate Unit   Unit of measurement to use for an expense rate.
Expense Type   The type of expense, such as Business Meals, Car Rental, Taxi.
Has Project G

Indicates whether an estimate or resource request record is associated with a project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Include In Financials G

Derived from the following objects:

  • Expense
  • Milestone
  • Misc Adjustments

Indicates whether the expense is to be included in the financial roll-up to the project and RPGs.

Is Milestone Late C See Calculated Fields.
Is Resource  

Derived from the Resource (Contact) object in the Project Reporting dataset.

 

Indicates whether this contact is a PSA resource. See PSA Resource Fields.

Is Resource Active  

Derived from the Resource (Contact) object in the Project Reporting dataset.

Indicates whether this is an active resource that can be assigned to projects. See PSA Resource Fields.

Master Project ID   The identification number of the highest project in the hierarchy.
Master Project ID G

The identification number of the highest project in the hierarchy.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Master Project Name G

The name of the highest project in the hierarchy.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Milestone Billed   Indicates whether the milestone has been charged to the project or customer.
Milestone ID  

The identification number of the Milestone.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Milestone Name D, G

The name of the Milestone.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Milestone Status   The status of the Milestone.
Misc Adjustment Approved   Indicates whether the miscellaneous adjustment is approved.
Misc Adjustment Billed   Indicates whether the miscellaneous adjustment has been charged to the project or customer.
Misc Adjustment Description   Description of the transaction.
Misc Adjustment Invoiced   Indicates the miscellaneous adjustment has been invoiced.
Misc Adjustment Name   Name of the miscellaneous adjustment.
Misc Adjustment Status   Approval status of the miscellaneous adjustment.
Misc Adjustment Transaction Category   Transaction category to which the miscellaneous adjustment applies.
Misc Adjustment Vendor Account   Vendor account to which the miscellaneous adjustment applies.
Name D, G

Derived from the following objects:

  • Timecard
  • Resource (Contact)
  • Milestone
  • Est Vs Actuals
  • Expense
  • Account
  • Miscellaneous Adjustment
  • Budget
  • Project Manager (Contact)
  • Opportunity
  • Assignment
  • Project
Object Type G

The project reporting type. Available options are:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Expenses
  • Milestones
  • Misc Adjustments
  • Projects
  • Timecards
  • Resource Requests
Opportunity Account Billing Country G The billing country of the account associated with the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Opportunity Account Industry G The industry specified for the account associated with the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Opportunity Account Name G The name of the account associated with the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Opportunity Account Type G The type of account associated with the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Opportunity ID G

Identification number of the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Opportunity Name G, D

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Opportunity Owner ID G

The identification number of the owner of the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Opportunity Owner Name G

The name of the owner of the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Opportunity Stage G The stage of the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards

Parent Project ID G The identification number of the project in the next level up in the project hierarchy.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Parent Project Name D, G The name of the project in the next level up in the project hierarchy.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Allow Expenses Without Assignment G Enables the entry of timecards and expenses without the resource requiring an assignment.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Allow Self-Staffing G Indicates whether resources have permission to create their own assignments for the project. This overrides the staffing permission controls for the project or resource.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Allow Timecards Without Assignment G Enables the entry of timecards and expenses without the resource requiring an assignment.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Billable   Indicates if the project is billable to a customer.
Project Billing Type   The type of billing, such as Fixed Price or Time and Materials.
Project Closed for Expense Entry G Indicates whether this project is closed for expense entry.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Closed for Time Entry G Indicates whether this project is closed for timecard entry.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards

Project Company ID G Lookup to the related Foundations company.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards

Project Company Name G The name of the related Foundations company.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Currency Exchange Rate C, G

See Calculated Fields for more information on the objects from which this field is derived.

Project Currency ISO Code G When working with multiple currencies, allows you to choose a currency to report the project figures in when different from the default currency for your Salesforce org.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Display ID G The unique "PR-{000000}" field displayed on a Project record.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Engagement ID G

The identification number of the Engagement associated with this project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Projects
  • Timecards
Project Estimate Group ID Chain G System-generated chain for linking to the group related to the estimate associated with the project.
Project Estimate Group Name G The name of the group associated with the estimate associated with the project.
Project Estimate Group Name XX G The RPG level of the group related to the estimate associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the estimate associated with the project.
Project Estimate ID G The identification number of the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Name G The name of the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Owner ID G The identification number of the owner of the estimate from which the project originated.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Owner Name G The name of the owner of the estimate from which the project originated.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Practice ID Chain G System-generated chain for linking to the practice related to the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Practice Name G The name of the practice associated with the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Practice Name XX G The RPG level of the practice related to the estimate associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Region ID Chain G System-generated chain for linking to the region related to the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Region Name G The name of the region associated with the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Region Name XX G The RPG level of the region related to the estimate associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Financial Status G Indicates the current financial status of a project.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Group ID G The identification number of the group related to the project.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Group ID Chain G System-generated chain for linking to the group.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Group Name G The name of the group derived from the project.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Hierarchy Depth   The project's level within the project hierarchy.
Project ID G Unique project identifier assigned by the system.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project ID Chain   ID for system-generated chain for linking to the project.
Project Is Active G Indicates whether this project is active.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Is Template G Indicates whether this project is a template.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Location G The location of the project.
Project Manager ID G

The identification number of the contact associated with the project.
This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects Resource Requests
  • Timecards
Project Manager Name D, G

The name of the contact associated with the project.
This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Name D, G The name of the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Name Chain G Name of system-generated chain for linking to the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Opportunity Account Industry G

The industry specified for the account associated with the opportunity associated with the project.
This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Opportunity Account Name G

The name of the account associated with the opportunity associated with the project.
This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Opportunity Account Type G The type of account associated with the opportunity associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Opportunity ID G The identification number of the opportunity associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Opportunity Name G The name of the opportunity associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Opportunity Owner ID G The identification number of the contact who owns the related opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Opportunity Owner Name G The name of the contact who owns the related opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Opportunity Stage G The stage of the related opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards

Project Phase G

Current phase of the project.
This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Practice ID G The identification number of the practice to which the project actuals roll up to.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Practice ID Chain G System-generated chain for linking to the Practice.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Practice Name G The name of the practice associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Pre-Bill Type G The type of pre-billing selected for the project. This indicates whether the customer has been pre-billed for a part of the budget or all of it.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Recognition Method G Recognition method to apply to this record for Revenue Forecasting.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Region ID G Lookup to the related region to which the project actuals roll up to.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Region ID Chain G System-generated chain for linking to the region.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Region Name G The name of the related region to which the project actuals roll up to.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Schedule Status G Indicates whether the project is on schedule.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Scope Status G Indicates the current scope status.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Source Project Template ID   The identification number of the project template on which the project is based.
Project Source Project Template Name   The name of the project template on which the project is based.
Project Stage   The current stage of the project.
Project Status G Indicates the status of the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Task Assigned Resources   System generated list of assigned resources. The list is generated from the project task assignment.
Project Task Blocked   Indicates whether the task is blocked.
Project Task Completed   Indicates whether the task is completed.
Project Task Description   Description of the project task.
Project Task Duration Units   Specifies the units of time used for project tasks.
Project Task Name G

The name of the task.
This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Task Name Chain   List of parent task names up to the top-level task.
Project Task Name   The name representing the project task and its children if applicable.
Project Task Parent Task ID   The identification number of the parent task associated with the project task.
Project Task Priority   The current priority of the task.
Project Task Started   Indicates whether the task has been started.
Project Task Status   The status of the project task.
Project Time Credited G Indicates whether non-billable time are to be credited for utilization.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Time Excluded G Indicates whether non-billable time are to neither count for nor against utilization.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Time Period Name G The name of the Time Period associated with the Project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Time Period Type G The type of Time Period associated with the Project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Time Zone G The project's time zone. All project task start and end times use this time zone.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Type G Classification of the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
PTA Assignment ID   The identification number of the assignment related to the project task assignment.
PTA External Resource ID   The identification number of the external resource assigned to the project task.
PTA ID   The identification number of the project task assignment.
PTA Name   The name of the project task assignment.
PTA Project Task ID   The identification number of the project task associated with the project task assignment.
PTA Project Task Name   The name of the project task associated with the project task assignment.
PTA Resource ID   The identification number of the resource associated with the project task.
PTA Resource Name   The name of the resource associated with the project task assignment.
PTA Resource Request ID   The identification number of the resource request associated with the project task.
PTA Resource Request Name   The name of the resource request associated with the project task.
PTA Resource Role   The resource role associated with the project task.
Record ID G The unique identifier for every record derived from every object used in the Project Reporting dataset.
Resource Department   The department the resource belongs to.
Resource External   Indicates whether the resource is external.
Resource Group ID   Lookup to the group related to the resource.
Resource Group ID Chain   System-generated chain for linking to the group.
Resource Group Name   The name of the group related to the resource.
Resource ID   The identification number of the resource.
Resource Mailing City   The mailing city portion of the address specified for the resource.
Resource Mailing Country   The mailing country portion of the address specified for the resource.
Resource Mailing State   The mailing state portion of the address specified for the resource.
Resource Name D, G The name of the resource.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Resource Practice ID   Lookup to the practice associated with the resource.
Resource Practice ID Chain   System-generated chain for linking to the practice.
Resource Practice Name   The name of the practice associated with the resource.
Resource Region ID   Lookup to the region associated with the resource.
Resource Region ID Chain   System-generated chain for linking to the region.
Resource Region Name   The name of the region associated with the resource.
Resource Request Minimum Rating   The minimum level of exposure or ability the requested resource must have in the requested skill or certification.
Resource Request Assignment ID   The ID of the assignment to which the resource request relates.
Resource Request Assignment Name   The name of the assignment to which the resource request relates.
Resource Request Excluded   Indicates whether the resource request is excluded from utilization calculations.
Resource Request Group ID   The ID of the group to which the resource request relates.
Resource Request Group ID Chain   System-generated chain for linking to the RPG ID related to the Resource Request.
Resource Request Group Name Chain   System-generated chain for linking to the RPG ID related to the Resource Request.
Resource Request Group Name XX   The RPG level of the group related to the Resource Request, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the resource request.
Resource Request Name   The name of the resource request.
Resource Request Opportunity ID   The ID of the opportunity related to the resource request.
Resource Request Opportunity Name   The name of the opportunity related to the resource request.
Resource Request Opportunity Owner ID   The identification number of the owner of the opportunity related to the resource request.
Resource Request Opportunity Stage   The name of the stage of the opportunity related to the resource request.
Resource Request Owner ID   The ID of the owner of the resource request.
Resource Request Owner Name   The name of the owner of the resource request.
Resource Request Practice ID   The ID of the practice related to the resource request.
Resource Request Practice ID Chain   System-generated chain for linking to the practice.
Resource Request Practice Name   The name of the practice related to the resource request.
Resource Request Primary Skill ID   The ID of the primary skill or certification of the resource request.
Resource Request Primary Skill Name   Name of the skill or certification to add to the request, such as "Java" or "Project Management".
Resource Request Priority   Priority of the resource request.
Resource Request Region ID   The ID of the region related to the resource request.
Resource Request Region ID Chain   System-generated chain for linking to the region.
Resource Request Region Name   The name of a specific resource that you want to use.
Resource Request Resource G The name of the resource related to the resource request.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards

Resource Request Resource Held   Indicates whether the resource is to be reserved for this resource request.
Resource Request Resource ID   The ID of the resource related to the resource request.
Resource Request Role   The role of the requested resource.
Resource Request Skills  

The skill/certification from the resource skill request associated with the resource request.

Resource Request Status   Status of the resource request.
Resource Request Suggested Resource ID   The ID of the specific resource that you want to use.
Resource Request Suggested Resource Name   Name of a specific resource that you want to use.
Resource Role   The role assigned to the resource.
Resource Work Calendar   The identification number of the resource's work calendar.
Salesforce Resource User ID   The identification number of the Salesforce user.
Salesforce Resource User Photo URL   Defines a URL — absolute or relative— that points to the image to use for a resource.
Salesforce Resource Username   The username assigned to the resource.
Status G

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Timecard Billable   Indicates whether the hours on the timecard can be charged to a customer.
Timecard Billed   Indicates whether the timecard has been charged to the project or customer.
Timecard Status   The current status of the timecard.
Measure Assignment Billable Amount D Number of billable hours the resource logged against the assignment.
Assignment Billable Days in Financials   Number of billable hours the resource logged against the assignment.
Assignment Billable Hours in Financials   Number of billable hours the resource logged against the assignment.
Assignment Non-Billable Days in Financials   Number of non-billable days the resource logged against the assignment, which you can view in the project and RPG actuals.
Assignment Non-Billable Hours in Financials   Number of non-billable hours the resource logged against the assignment, which you can view in the project and RPG actuals.
Assignment Cost Rate   The cost rate for the assignment.
Assignment Planned Bill Rate   The bill rate used during the planning activities for an assignment to assess potential value.
Assignment Planned Hours   Number of hours originally planned for the assignment.
Assignment Planned Revenue (Hours) C, D See Calculated Fields.
Assignment Scheduled Days   The total number of hours scheduled for the assignment.
Assignment Scheduled Hours   The total number of hours scheduled for the assignment.
Budget Amount D Amount of budget.
Est Role Request Hours   The number of hours the resource role will be required for.
Est Role Request Average Cost Rate   The average cost rate on this role request's associated rate card.
Est Role Request Requested Bill Rate   The requested bill rate for this role request with any discounts applied.
Est Role Request Bill Rate Override   The amount to override the bill rate on the rate card associated with this role request by.
Est Role Request Cost Rate Override   The amount to override the cost rate on the rate card associated with this role request by.
Est Role Request Suggested Bill Rate   The suggested bill rate on this role request's associated rate card.
Estimate Amount   The total amount for this estimate before discounts are applied.
Estimate Cost Contingency   The cost contingency amount to add to the total amount and cost for this estimate.
Estimate Cost   The total cost of this estimate.
Estimate Discount (%)   The discount of estimate tasks as a percentage of the total amount.
Estimate Discount (Amount)   The total value of discounts applied to this estimate's tasks.
Estimate Duration (Days)   The duration of the estimate in days.
Estimate Expense (Amount)   The expenses to add to the total amount and cost for the estimate.
Estimate Global Discount (%)   The percentage to discount from the total amount for this estimate.
Estimate Global Discount (Amount)   The amount to discount from the total amount for this estimate.
Estimate Margin (%)   The margin as a percentage of the total amount.
Estimate Margin (Amount)   The difference between the amount and cost for this estimate.
Estimate Net Amount   The total amount for this estimate after discounts are applied.
Estimate Opportunity Probability (%)   The probability of the opportunity associated with the estimate, expressed as a percentage.
Estimate Task Bill Amount   The total amount for this estimate task before discounts are applied.
Estimate Task Cost Amount   The total cost of this estimate task.
Estimate Task Margin   The difference between the bill amount and cost amount for this estimate task.
Estimate Task Net Bill Amount   The total amount for this estimate task after discounts are applied.
Est Role Request Discount (%)   The percentage discount applied to the bill rate of this role request.
Estimate Task Discount (%)   The discount of estimate tasks as a percentage of the total amount.
Estimate Task Peer Order   Internal use only.
Estimate Time to Close (Days) C This field is calculated by subtracting the date on which the first estimate was created from the date on which the opportunity was closed.
EvA Actual Average Bill Rate D Timecard Billable Amount divided by Actual Hours or Actual Days.
EvA Actual Billable Amount D The billable amount calculated from the resource's timecards.
EvA Actual Days   Actual number of days worked during the time period
EvA Actual Hours   Actual number of working hours entered on timecards.
EvA Days Percent Variance   Percentage variation between the estimated and actual days. The formula for the calculation is: (Actual Days – Estimated Days) / Estimated Days.
EvA Days Variance   Difference between the estimated and actual days. The formula for the calculation is: Actual Days – Estimated Days.
EvA Estimated Days   Number of days scheduled for work during the time period.
EvA Estimated Hours   Number of hours scheduled for work during the time period.
EvA Hours Percent Variance   Percentage variation between the estimated and actual hours. The formula for the calculation is: (Actual Hours – Estimated Hours) / Estimated Hours.
EvA Hours Variance   Difference between the estimated and actual hours. The formula for the calculation is: Actual Hours – Estimated Hours.
EvA Scheduled Amount C, D See Calculated Fields.
EvA Scheduled Bill Rate D The assignment bill rate multiplied by the estimated hours shown on the Estimates Versus Actuals page, or multiplied by the estimated days if a daily bill rate is in use.
Expense Billing Amount D Amount to bill the customer.
Expense Distance   Distance traveled for auto mileage reimbursement.
Expense Reimbursement Amount   Expense amount to reimburse the resource.
Milestone Amount D Amount to be billed for achievement of this milestone.
Milestone Billable Amount in Financials D Currency value of billable hours logged against the milestone that can be viewed in project and RPG actuals.
Milestone Billable Days in Financials   Number of billable days logged against the milestone that can be viewed in project and RPG actuals.
Milestone Billable Expenses in Financials D Pass-through billable expenses logged against the milestone that can be viewed in project and RPG actuals.
Milestone Billable Hours in Financials   Number of billable hours logged against the milestone that can be viewed in project and RPG actuals.
Milestone Cost   Estimated cost of the milestone, based on resource cost.
Milestone Days Late C See Calculated Fields.
Milestone Default Bill Rate D Bill Rate to be copied to child timecards when PSA is configured to do so.
Milestone Planned Hours   Total number of planned hours from all resources for this milestone. This field exists on projects, assignments and milestones
Misc Adjustment Amount D Amount for the internal adjustment.
 
Project Account Annual Revenue   Estimated annual revenue of the account associated with the project.
Project Account Number Of Employees   Number of employees working at the company represented by this account.
Project Billed Amount   Sum of billed amounts. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to billed revenue after they are billed/invoiced. Milestones contribute to billed and invoiced revenue after they are billed/invoiced.
Project Billings   Sum of billed amounts. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to billed revenue after they are billed or invoiced. Milestones contribute to billed and invoiced revenue after they are billed or invoiced.
Project Bookings   Booked revenue for this project. Budgets of type Customer PO and Customer PO Change Order contribute to bookings.
Project Cost Amortized C

Cost amortized to date for the project. This is only populated when amortizing costs at the project level, as opposed to amortizing costs at the milestone, timecard, or expense level.

This value is populated from the field specified in the Amortized to Date Value field on the Revenue Management settings record for the Project object.

Note:

This field is only available if all of the following are true:

  • You use Revenue Management.
  • You selected the Revenue Management Fields checkbox on the PS Cloud Core Analytics setup record.
  • The Amortized to Date Value field is populated on the settings record for the Project object.
Project Credited Hours   Hours taken from timecards where the project has Time Credited selected.
Project Duration (Days)   The duration of the project in days.
Project Estimated Hours at Completion   An estimate of the total hours to be spent on a project. Calculated using Total Submitted Hours plus Scheduled Hours Remaining.
Project Expense Budget   Sum of expense budgets for the project. The Expense Amount field of a budget contributes to this field if the budget is of type: Customer PO, Customer PO Change Order, Internal Budget or Internal Budget Change Request.
Project Expense Costs   Sum of approved expenses in expense reports, whether billable or not.
Project External Costs   Sum of external costs, whether billable or not.
Project External Time Cost   of the aggregated cost calculation for external resources in scheduled project backlog.
Project Group Level XX G The RPG level of the group related to the contact, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the contact.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Internal Budget   Sum of internal budgets for the project. The Amount field of a budget contributes to this field if the budget is of type: Internal Budget or Internal Budget Change Request.
Project Internal Costs   Sum of internal costs, whether billable or not. Internal costs are only for resources that are not marked as External. They are calculated using this formula: Approved timecard hours * Cost rate
Project Internal Time Cost   of the aggregated cost calculation for internal resources in scheduled project backlog.
Project Invoiced Amount   Sum of invoiced amounts. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to invoiced revenue after they are billed/invoiced. Milestones contribute to invoiced revenue after they are billed/invoiced.
Project Margin Amount   Billings minus Total Costs.
Project Milestone Cost   Taken from the Milestone Cost value recorded on the corresponding milestone record.
Project Other Costs   Any other project costs, such as material or capital costs incurred on the project.
Project Pass-Through Billings   Sum of pass-through billings, including expenses.
Project Percent Hours Complete   The percentage of hours already completed on the project. Calculated using Total Submitted Hours divided by Estimated Hours at Completion multiplied by 100.
Project Practice Level XX G The RPG level of the practice related to the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Pre-Billed   Amount already billed for the project.
Project Record Type   Derived from the Record ID on the Project object. Used to distinguish projects from estimates and playbooks.
Project Region Level XX G The RPG level of the region related to the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Revenue   Revenue is not calculated or rolled up. A miscellaneous adjustment is used to show revenue on the project actuals.
Project Revenue Recognized C

Revenue recognized to date for the project. This is only populated when recognizing revenue at the project level, as opposed to recognizing revenue at the milestone, timecard, or expense level.

This value is populated from the field specified in the Recognized To Date Value field on the Revenue Management settings record for the Project object.

Note:

This field is only available if all of the following are true:

  • You use Revenue Management.
  • You selected the Revenue Management Fields checkbox on the PS Cloud Core Analytics setup record.
  • The Recognized To Date Value field is populated on the settings record for the Project object.
Project Scheduled Hours Remaining   The number of hours not yet spent on a project. Calculated using assignments whose end date comes after the Hours Cut Off Date and takes into account scheduled hours and schedule exceptions.
Project Task Actual Hours   Hours spent on this task.
PTA Allocation Percentage   The percentage resource and/or role allocation of the task's estimated hours.
PTA Hours   The number of scheduled hours.
Project Task Estimated Hours   The estimated number of hours for the project task.
Project Task Estimated Time To Completion   Estimated time required to complete the project task.
Project Task Hierarchy Depth   Number of parent tasks to the top-level task.
Project Task Hours Remaining   The estimated number of hours remaining to complete this task.
Project Task Peer Order   Internal use only.
Project Task Percent Complete (Hours)   Formula field. When the Estimated Time To Completion (Task) field is not set, the calculation is Actual Hours divided by Estimated Hours multiplied by 100. When the Estimated Time To Completion (Task) field is set with a value, the formula is calculated differently. This calculation is from Actual Hours divided by the sum of Actual Hours and Estimated Time To Completion (Task) multiplied by 100.
Project Task Percent Complete (Points)   The total number of completed project task points divided by total number of project task points related to this one. This includes child tasks. This field updates as the project is completed.
Project Task Percent Complete (Tasks)   The total number of completed project tasks divided by total number of project tasks related to this one. This includes child tasks. This field updates as the project is completed.
Project Task Points Baseline   Points allocated to the task.
Project Task Points Complete   Indicates the number of project task points that are completed.
Project Task Points Remaining   Indicates the number of project task points that are yet to be completed.
Project Task Points   The burn-down points. For example, you can assign a complex task a higher number of points than a simpler one.
Project Task Projected Hours   The sum of Actual Hours and Estimated Time To Completion (Task). When Estimated Time to Completion (Task) is not set, the Projected Hours value uses and displays the value of the Estimated Hours field.
Project Task WBS Element Number   An identifier you can use to link the task to an external task management system.
Project Tasks Total Percent Complete (Points)   Percentage of project tasks that are complete based on task points.
Project Tasks Total Points   Total of points on all project tasks.
Project Tasks Total Points Complete   Total of points on completed project tasks.
Project Total Assigned Hours   Total number of hours from project assignments.
Project Total Cost Amortized C

Cost amortized to date for the project. This is only populated when amortizing costs for individual business records linked to the project, for example, for its milestones, timecards, or expenses. This value is a sum of the amortized to date values from the lower-level business records. This field is not populated if you amortize costs at the project level.

This value is populated from the field specified in the Total Amortized to Date Value field on the Revenue Management settings record for the Project object.

Notes:

This field is only available if all of the following are true:

  • You use Revenue Management.
  • You selected the Revenue Management Fields checkbox on the PS Cloud Core Analytics setup record.
  • The Total Amortized to Date Value field is populated on the settings record for the Project object.
Project Total Costs   Total costs from all projects in the project hierarchy.
Project Total Number of Tasks   Total number of project tasks.
Project Total Revenue Recognized C

Revenue recognized to date for the project. This is only populated when recognizing revenue for individual business records linked to the project, for example, for its milestones, timecards, or expenses. This value is a sum of the recognized to date values from the lower-level business records. This field is not populated if you recognize revenue at the project level.

This value is populated from the field specified in the Total Recognized to Date Value field on the Revenue Management settings record for the Project object.

Note:

This field is only available if all of the following are true:

  • You use Revenue Management.
  • You selected the Revenue Management Fields checkbox on the PS Cloud Core Analytics setup record.
  • The Total Recognized to Date Value field is populated on the settings record for the Project object.
Project Total Submitted Hours   The number of hours spent on a project. Calculated using the total hours on submitted or approved timecards, when the Assignment lookup is not blank and the end date is before or the same as the date in the Hours Cut Off Date field.
Project Unscheduled Backlog   Value of the unscheduled backlog. This field only applies to perpetual time periods, usually all time periods. This is the remainder of project budget bookings that have not yet been allocated to actuals or to milestones or assignments. This is the budget minus actuals billings and scheduled milestone and time backlog. These might be in different time periods, so only the unscheduled backlog for the All Time Periods calculation for is usable.
Project Variance at Completion   The difference between the original number of planned project hours and the Estimated Hours at Completion. Calculated using Planned Hours on a project minus Estimated Hours at Completion.
Project Variance from Plan   The difference between the number of planned project hours and the number of submitted or approved timecard hours. Calculated using Planned Hours on a project minus Total Submitted Hours.
Resource Group Level XX   The RPG level of the group related to the contact, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the contact.
Resource Practice Level XX   The RPG level of the practice related to the contact, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the contact.
Resource Region Level XX   The RPG level of the region related to the contact, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the contact.
Resource Request Opp Probability (%) C The probability of the opportunity related to the resource request, expressed as a percentage. See Calculated Fields.
Resource Request Requested Hours   Estimated number of hours for the resource.
Resource Request Weighted Requested Hours C The hours on the resource request weighted by opportunity probability. See Calculated Fields.
     
Timecard Total Billable Amount D Total amount to be billed to the customer.
Timecard Total Cost D Total cost incurred for the hours on the timecard split.
Timecard Total Days Worked   Total number of days worked based on the number of hours entered on each day of the timecard.
Timecard Total Hours   Total hours for the timecard line.
Date Assignment End Date   End date of the assignment schedule.
Assignment Start Date   Start date of the assignment schedule
Billing Date G

This field is derived from the following objects in PSA:

  • Timecard
  • Expense
  • Budget
  • Miscellaneous Adjustment
  • Project
  • Milestone
  • Est vs Actual
  • Assignment
Budget Bill Date   Bill date for the budget.
Budget Effective Date   Date this budget becomes effective.
End Date G

Derived from the from the following objects:

  • Timecards
  • Expenses
  • Budget
  • Miscellaneous Adjustment
  • Projects
  • Milestones
  • Est Vs Actuals
  • Assignment

 

See Calculated Fields for more information on how this field is calculated on the Milestone object.

Est Role Request End Date   The date this estimate role request ends.
Est Role Request Start Date   The date this estimate task starts.
Estimate Created Date   The date on which the estimate was created.
Estimate End Date   The end date of the estimate.
Estimate Start Date   The start date of the estimate.
Estimate Task End Date   The date this estimate task ends.
Estimate Task Start Date   The date this estimate task starts.
EvA End Date   The end date of the time period of the report.
EvA Start Date   The start date of the time period of the report.
EvA Time Period End Date   The end date of the time period to which the estimates versus actuals numbers relate.
Eva Time Period Start Date   The start date of the time period to which the estimates versus actuals numbers relate.
Expense Date   Date of the expense.
Milestone Actual Date   Actual date of completion.
Milestone Bill Date   Bill date for the milestone.
Milestone Target Date   Target date for completion of the milestone.
Misc Adjustment Bill Date   Bill date for the miscellaneous adjustment.
Misc Adjustment Bill Date   Bill date for the miscellaneous adjustment.
Misc Adjustment Effective Date   Date to which the adjustment applies from.
Misc Adjustment Invoice Date   The date of the invoice.
Opportunity Close Date G The close date of the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project End Date G Date the project ends.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Opportunity Close Date G The close date of the opportunity related to the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Start Date G Date the project starts.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Task Actual End Date   Date of when the task actually ended.
Project Task Actual Start Date   Date of when the task actually started.
Project Task Assignment End Date   The end date of the project task assignment.
Project Task Assignment Start Date   The start date of the project task assignment.
Project Task End Date   The end date of the project task.
Project Task Parent Task End Date   The end date of the parent task associated with the project task.
Project Task Parent Task Start Date   The start date of the parent task associated with the project task.
Project Task Start Date   The date on which work for this task is projected to start.
Project Time Period End Date G The end date of the time period to which the project relates.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Time Period Start Date G The start date of the time period to which the project relates.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Resource Last Date   The last date of employment for the resource.
Resource Request End Date   The estimated end date for the resource request.
Resource Request Start Date   The estimated start date for the Resource Request.
Resource Start Date   The date that the resource commenced employment.
Start Date G

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards

 

Time Period End Date   Exact End Date of the time period.
Timecard Bill Date   The date the timecard split was charged to the project or customer.
Timecard End Date   End date for the week that the timecard covers.
Timecard Start Date   Start date for the week that the timecard covers.

Default Fields

Where no value is available for the following fields, "N/A" is displayed in the lenses or dashboards in which they occur:

  • Assignment Location
  • Budget Status
  • Budget Type
  • EvA Time Period Name
  • EvA Time Period Type
  • Expense Number
  • Expense Rate Unit
  • Expense Type
  • Is Resource
  • Is Resource Active
  • Milestone Name
  • Milestone Status
  • Misc Adjustment Approved
  • Misc Adjustment Bill Date
  • Misc Adjustment Description
  • Misc Adjustment Effective Date
  • Misc Adjustment Invoice Date
  • Misc Adjustment Invoiced
  • Misc Adjustment Name
  • Misc Adjustment Status
  • Misc Adjustment Transaction Category
  • Misc Adjustment Vendor Account
  • Resource Department
  • Resource External
  • Resource Group Name
  • Resource Name
  • Resource Practice Name
  • Resource Region Name
  • Resource Role
  • Resource Work Calendar
  • Timecard Billable
  • Timecard Status