SECTIONSEngagements 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
- Order and Inventory Management from Financial Analytics
Engagement Object
These are the 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 |
| 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.
|
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.
|
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. |
Order and Inventory Management Dataset
If you use Order and Inventory Management with the engagement functionality and your Financial Analytics app contains the Order and Inventory Management dataset, Engagement Analytics can include data from that dataset.
The Order and Inventory Management dataset contains multiple base objects from Order and Inventory Management, 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 Order and Inventory Management Fields.
These are the fields retrieved from the Order and Inventory Management 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 Order and Inventory Management 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 Order and Inventory Management 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 Order and Inventory Management 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 Order and Inventory Management 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 Order and Inventory Management 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. |