| BillableExternalHoursCategories |
The specific transaction categories to track. The amount for the category is rolled up to the Billable Hours (External) field in Region, Practice, Group, Resource, and Projects. |
Billable External Hours |
| BillableExternalHoursDisabled |
Contains values for hierarchies that should not be tracked. |
|
| BillableInternalHoursCategories |
The specific transaction categories to track. The amount for the category is rolled up to the Billable Hours (Internal) field in Region, Practice, Group, Resource, and Projects. |
Billable Internal Hours |
| BillableInternalHoursDisabled |
Contains values for hierarchies that should not be tracked. |
|
| BilledRevenueCategories |
The specific transaction categories to track. The amount for the category is rolled up to the Billable Hours (Internal) field in Region, Practice, Group, Resource, and Projects. |
Billed Revenue |
| BilledRevenueDisabled |
Contains values for hierarchies that should not be tracked. |
|
| BillingsCategories |
The specific transaction categories to track. The amount for the category is rolled up to the Billings field in Region, Practice, Group, Resource, and Projects. |
Ready-to-Bill Revenue |
| BillingsDisabled |
Contains values for hierarchies that should not be tracked. |
|
| BookingsCategories |
The specific transaction categories to track. The amount for the category is rolled up to the Bookings field in Region, Practice, Group, Resource, and Projects. |
Booked Revenue |
| BookingsDisabled |
Contains values for hierarchies that should not be tracked. |
|
| CalculationBatchSize |
Apex batch size for actuals calculation in the Actuals Verifier. |
|
| CalculationDeltaBatchSize |
Apex batch size for actuals calculation when processing transaction deltas. |
|
| CalculationMode |
Determines when actuals are calculated. If you want PSA to periodically calculate actuals from transactions, set the value to Scheduled, otherwise set the value to Immediate. |
|
| CreditedNonBillableInternalHoursCategories |
The specific transaction categories to track. The amount for the category is rolled up to the Credited Hours field in Region, Practice, Group, Resource, and Projects. |
Credited Non-Billable Internal Hours |
| CreditedNonBillableInternalHoursDisabled |
Contains values for hierarchies that should not be tracked. |
|
| DeleteBatchRunInParallel |
Specifies if batch jobs should be run in parallel or in a series when using the actuals verifier to delete all actuals and re-calculate. If set to true, batch jobs are run in parallel. If set to false, batch jobs are run in series. Do not set this value to true unless you have enabled the Salesforce flex queue. |
False |
| DeleteBatchSize |
The number actuals records to delete per batch for all 6 types of actuals. |
200 |
| ExcludedHoursCategories |
The specific transaction categories to track. The amount for the category is rolled up to the Excluded Hours field in Region, Practice, Group, Resource, and Projects. |
Excluded Hours |
| ExcludedHoursDisabled |
Contains values for hierarchies that should not be tracked. |
|
| ExpenseBudgetCategories |
The specific transaction categories to track. The amount for the category is rolled up to the Expense Budget field in Region, Practice, Group, Resource, and Projects. |
Expense Budget |
| ExpenseBudgetDisabled |
Contains values for hierarchies that should not be tracked. |
|
| ExpenseCostsCategories |
The specific transaction categories to track. The amount for the category is rolled up to the Expense Costs field in Region, Practice, Group, Resource, and Projects. |
Expense Cost |
| ExpenseCostsDisabled |
Contains values for hierarchies that should not be tracked. |
|
| ExternalCostsCategories |
The specific transaction categories to track. The amount for the category is rolled up to the External Costs field in Region, Practice, Group, Resource, and Projects. |
External Costs |
| ExternalCostsDisabled |
Contains values for hierarchies that should not be tracked. |
|
| IgnoreCategories |
Transaction categories that are not included in any of the other roll up categories but are used in the transaction log. This setting is only used when PSA is configured to use new transaction categories. |
|
| InternalBudgetCategories |
The specific transaction categories to track. The amount for the category is rolled up to the Internal Budget field in Region, Practice, Group, Resource, and Projects. |
Internal Budget |
| InternalBudgetDisabled |
Contains values for hierarchies that should not be tracked. |
|
| InternalCostsCategories |
The specific transaction categories to track. The amount for the category is rolled up to the Internal Costs field in Region, Practice, Group, Resource, and Projects. |
Internal Cost |
| InternalCostsDisabled |
Contains values for hierarchies that should not be tracked. |
|
|
InvoicedRevenueCategories |
The specific transaction categories to track. The amount for the category is rolled up to the Internal Budget field in Region, Practice, Group, Resource, and Projects. |
Internal Budget |
| InvoicedRevenueDisabled |
Contains values for hierarchies that should not be tracked. |
|
| NonBillableExternalHoursCategories |
The specific transaction categories to track. The amount for the category is rolled up to the Non-Billable Hours (External) field in Region, Practice, Group, Resource, and Projects. |
Non-Billable External Hours |
| NonBillableExternalHoursDisabled |
Contains values for hierarchies that should not be tracked. |
|
| NonBillableInternalHoursCategories |
The specific transaction categories to track. The amount for the category is rolled up to the Non-Billable Hours (Internal) field in Region, Practice, Group, Resource, and Projects. |
Non-Billable Internal Hours |
| NonBillableInternalHoursDisabled |
Contains values for hierarchies that should not be tracked. |
|
| OtherCostsCategories |
The specific transaction categories to track. The amount for the category is rolled up to the Other Costs field in Region, Practice, Group, Resource, and Projects. |
Other Cost |
| OtherCostsDisabled |
Contains values for hierarchies that should not be tracked. |
|
| PassThroughBillingsCategories |
The specific transaction categories to track. The amount for the category is rolled up to the
Pass-Through Billings field in Region, Practice, Group, Resource, and Projects. |
Pass-Through Ready-to-Bill Revenue |
| PassThroughBillingsDisabled |
Contains values for hierarchies that should not be tracked. |
|
| PreBilledCategories |
The specific transaction categories to track. The amount for the category is rolled up to the Pre-Billed field in Region, Practice, Group, Resource, and Projects. |
Pre-Billed Revenue |
| PreBilledDisabled |
Contains values for hierarchies that should not be tracked. |
|
| ProjectConversionCurrencies |
The currency value for which to create converted project actual records. You can add one existing currency value per record. |
There is no default value. |
| RevenueCategories |
The specific transaction categories to track. The amount for the category is rolled up to the
Revenue field in Region, Practice, Group, Resource, and Projects. |
Revenue |
| RevenueDisabled |
Contains values for hierarchies that should not be tracked. |
|
| TimeRollUpsDisabled |
List of entity names such as Region, Practice, Group, Project, or Resource for which time-based actuals are not calculated. Amounts in hours are not calculated. |
|
| ValueRollUpsDisabled |
List of entity names (Region, Practice, Group, Project, Resource) for which value-based actuals are not calculated. Amounts in a currency are not calculated. |
Resource |
| VerifierMaxScope |
Query row limit for the Actuals Verifier. You can enter a value up to 50,000. |
10,000 |
A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature. contains information on categories of actuals and how they are rolled up to resources, projects, regions, practices and groups.