Backlog Calculations Overview

A backlog is revenue that is expected from projects over a period of time for a regionClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. or groupClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects.. You can run backlog calculations from a region, practice or group, or the Backlog Calculations tab.

Backlog calculations use Salesforce Batch Apex. This reduces the possibility of hitting Salesforce platform governor limits. You can:

  • Schedule backlog calculations to run on days and at times you specify, in weekly or monthly intervals.
  • Calculate backlog and related details for a region, practice or group, and optionally projects within them.
  • Copy backlog calculations to the backlog section of any region, practice group or project.

When you calculate backlog, each backlog calculation and its related backlog details are stored as separate records using new Salesforce custom objects. The records are available in each region, practice, group and project related list. You can use these records for reporting.

Inactive projects are not processed as part of backlog calculations.

Scheduling Backlog Calculations

Note: You must have permission to use the PSA Administration page.

You can schedule a backlog calculation from PSA Scheduled Actions on the PSA Administration page. For more information, see PSA Administration and Scheduling Backlog Calculations.

Backlog Calculations Tab

Open the Backlog Calculations tab from App Launcher to display a list of existing calculations. This page enables you to view, edit or create calculations. .
  • Click an existing calculation to view or edit its details, and then calculate the backlog again, if needed.
  • Click List View Controls to create, delete or configure list views.
  • Import calculation records from a CSV file to create and update records.
  • Change the owner of a selected calculation.
Note:
We recommend that you run backlog calculations from a Region, Practice, or Group record page. If you create a new backlog calculation using the App Launcher | Backlog Calculations | New, ensure that the Region, Practice, or Group field has a value.

Scheduled and Unscheduled Backlog

Scheduled backlog refers to expected revenue relating to resources assigned or milestones scheduled on a projectClosed A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets.. Unscheduled backlog refers to expected revenue relating to allocated funds on a project, without resources assigned or milestones scheduled.

When you use a perpetual time period to calculate backlog, scheduled and unscheduled backlog revenue is included in backlog calculation. When a perpetual time period is not used, unscheduled backlog revenue is not included. See Time Period Types for more information.

Milestones in Backlog Detail

Milestones are rolled up to the Milestone Revenue field of the backlog detail record when the following conditions are met:

  • Include in Financials checkbox is not selected on the milestone.
  • Milestone Target Date is greater than the backlog calculation Start Date.
  • Milestone Status Value is listed in the Milestone Statuses field of the Backlog custom setting. This is primarily to exclude milestones with a status of canceled.

Displaying Backlog in Converted Currencies

If your organization uses multiple currencies, you can display your backlog calculations converted into any or all of your organization's currencies. For details on enabling this feature, see Setting Alternate Backlog Currencies.

Estimating Backlog for Resource Requests

Backlog estimates for resource requests use the following resource request bill rate and cost rate fields, which are described in order of priority.

Bill Rate

Rate Fields Used

Currency Rate Fields Used

The bill rate defined in the Resource Request Bill Rate Field setting. The currency defined in the Resource Request Bill Currency Field custom setting.
Suggested Bill Rate Suggested Bill Rate Currency Code
Requested Bill Rate Currency ISO Code from the Resource Request
0 Currency ISO Code from the Resource Request

Cost Rate

Rate Fields Used

Currency Rate Fields Used

The cost rate defined in the Resource Request Cost Rate Field setting. The currency defined in the Resource Request Cost Currency Field custom setting.
The default cost rate for a Resource attached to the Resource Request (a Held Resource Request) Currency ISO Code from the Resource
Average Cost Rate Average Cost Rate Currency Code
The default cost rate for the Suggested Resource Currency ISO Code from the Resource
0 Currency ISO Code from the Resource Request