Backlog Dataset PS Cloud Analytics Output Fields

The Backlog dataset stores fields associated with the Project and Backlog Detail objects in PSA and its related records as well as other associated objects. The fields are:

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

Backlog Fields

Field Type

Field Label

Field API Name

 

Description
Measure Backlog Amount ValueBacklogAmount   Backlog amount. If the backlog type is Backlog, this is calculated as the sum of Time Revenue plus Milestone Revenue of the Backlog Detail object. If the backlog type is Unscheduled Backlog, this is the value of the Unscheduled Revenue field on the Backlog Detail object.
Inactive Project Backlog ValueInactiveProjectBacklog   Value of the Backlog Detail object Inactive Project Backlog.
Milestone Revenue ValueMilestoneRevenue   Value of the Backlog Detail object Milestone Revenue.
Project Account Annual Revenue ValueProjectAccountAnnualRevenue   Estimated annual revenue of the account associated with the project.
Project Account Number Of Employees ValueProjectAccountNumberOfEmployees   Number of employees working at the company represented by the account associated with the project.
Project Billable Hours (External) ValueProjectBillableExternalHours   Value of the project's external billable hours.
Project Billable Hours (Internal) ValueProjectBillableInternalHours   Value of the project's internal billable hours.
Project Billed Amount ValueProjectBilled   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 Bookings Value ValueProjectBookings   Value of the project's bookings.
Project Credited Hours ValueProjectCreditedHours   Hours taken from timecards where the project has Time Credited selected.
Project Delivered Services Value ValueProjectBillings   Value of the project's billings.
Project Excluded Hours ValueProjectExcludedHours   Number of submitted hours that are excluded.
Project Expense Budget ValueProjectExpenseBudget   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 ValueProjectExpenseCosts   Sum of approved expenses in expense reports, whether billable or not.
Project External Costs ValueProjectExternalCosts   Sum of external costs, whether billable or not.
Project Internal Budget ValueProjectInternalBudget   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 ValueProjectInternalCosts   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 ValueProjectInternalTimeCost   Sum of the aggregated cost calculation for internal resources in scheduled project backlog.
Project Invoiced Amount ValueProjectInvoiced   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 ValueProjectMargin   Billing amount minus total costs.
Project Non-Billable Hours (External) ValueProjectNonBillableExternalHours   Sum of external non-billable hours for the project.
Project Non-Billable Hours (Internal) ValueProjectNonBillableInternalHours   Sum of internal non-billable hours for the project.
Project Other Costs ValueProjectOtherCosts   Any other project costs, such as material or capital costs incurred on the project.
Project Pass-Through Billings ValueProjectPassThroughBillings   Sum of pass-through billings, including expenses.
Project Percent Hours Complete ValueProjectPercentHoursComplete   Percentage of hours already completed on the project. Calculated using Total Submitted Hours divided by Estimated Hours at Completion multiplied by 100.
Project Planned Hours ValueProjectPlannedHours   Value of the project's planned hours.
Project Remaining Planned Hours ValueProjectRemainingPlannedHours C

Remaining planned hours for the project, calculated as follows:

Planned Hours for the project - (Billable External Hours + Billable Internal Hours)
Project Revenue ValueProjectRevenue   Revenue is not calculated or rolled up. A miscellaneous adjustment is used to show revenue on the project actuals.
Project Scheduled Hours Remaining ValueProjectScheduledHoursRemaining   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 Tasks Total Percent Complete (Points) ValueProjectTasksTotalPercentCompletePoints   Percentage of project tasks that are complete based on task points.
Project Tasks Total Points ValueProjectTasksTotalPoints   Total of points on all project tasks.
Project Tasks Total Points Complete ValueProjectTasksTotalPointsComplete   Total of points on completed project tasks.
Project Total Assigned Hours ValueProjectTotalAssignedHours   Total number of hours from project assignments.
Project Total Costs ValueProjectTotalCosts   Total costs from all projects in the project hierarchy.
Project Total Number of Tasks ValueProjectTotalNumberOfTasks   Total number of project tasks.
Project Total Submitted Hours ValueProjectTotalSubmittedHours   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 ValueProjectUnscheduledBacklog   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.
Time Revenue ValueTimeRevenue   Billable revenue from scheduled assignments.
Unscheduled Revenue ValueUnscheduledRevenue   Potential revenue, in the context of perpetual time periods (All Time Periods).
Value Billings ValueBillings   Total billing amounts in the backlog calculations.
Value Bookings ValueBookings   Total booking amounts in the backlog calculations.
Value External Time Cost ValueExternalTimeCost   Value of the aggregated cost calculation for external resources in scheduled project backlog.
Value Held Resource Request External Cost ValueHeldResourceRequestExternalCost   Total costs for external held resource requests in the backlog calculations.
Value Held Resource Request Hours ValueHeldResourceRequestHours   Total hours held resource requests in the backlog calculations.
Value Held Resource Request Internal Cost ValueHeldResourceRequestInternalCost   Total costs for internal held resource requests in the backlog calculations.
Value Held Resource Request Revenue ValueHeldResourceRequestRevenue   Total revenue for held resource requests in the backlog calculations.
Value Internal Time Cost ValueInternalTimeCost   Value of the aggregated cost calculation for internal resources in scheduled project backlog.
Value Milestone Cost ValueMilestoneCost   Value of the milestone cost calculation in scheduled project backlog.
Value Scheduled Days ValueScheduledDays   Number of working days from the calculation start date to the calculation end date or assignment end date, whichever is earlier.
Value Scheduled Hours ValueScheduledHours   Number of hours scheduled based on assignment schedules and schedule exceptions during the calculation time range.
Value Unheld Resource Request Cost ValueUnheldResourceRequestCost   Total costs for unheld resource requests in the backlog calculations.
Value Unheld Resource Request Hours ValueUnheldResourceRequestHours   Total hours for unheld resource requests in the backlog calculations.
Value Unheld Resource Request Revenue ValueUnheldResourceRequestRevenue   Total revenue for unheld resource requests in the backlog calculations.
Date Backlog Calculation End Date BacklogCalculationEndDate   End date of the backlog calculation associated with the record.
Backlog Calculation Start Date BacklogCalculationStartDate   Start date of the backlog calculation associated with the record.
Project Backlog Last Update Date ProjectBacklogLastUpdateDate   Date that the Backlog fields were last updated on.
Project End Date ProjectEndDate   End date of the project.
Project Start Date ProjectStartDate   Start date of the project.
Project Time Period End Date ProjectTimePeriodEndDate   End date for the time period of the associated project.
Project Time Period Start Date ProjectTimePeriodStartDate   Start date for the time period of the associated project.
Time Period End Date TimePeriodEndDate   End date of the associated time period.
Time Period Start Date TimePeriodStartDate   Start date of the associated time period.
  Dimension Account ID ProjectAccountId   Identifier of the account associated with the project.
Account Name ProjectAccountName   Name of the account associated with the project.
Backlog Calculation Error Details BacklogCalculationErrorDetails   Details of errors that occurred during processing.
Backlog Calculation Group ID Chain BacklogCalculationGroupIdChain   System-generated chain for linking to the group.
Backlog Calculation Group ID BacklogCalculationGroupId   Identifier of the group associated with the backlog calculation.
Backlog Calculation Group Level XX BacklogCalculationGroupNameXX   RPG level of the group associated with the backlog calculation, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group associated with the backlog calculation.
Backlog Calculation Group Name BacklogCalculationGroupNameChain   Concatenation between the RPG levels of the group associated with the backlog calculation.
Backlog Calculation ID BacklogCalculationId   Identifier of the backlog calculation.
Backlog Calculation Name BacklogCalculationName   Name of the backlog calculation.
Backlog Calculation Practice ID Chain BacklogCalculationPracticeIdChain   System-generated chain for linking to the practice.
Backlog Calculation Practice ID BacklogCalculationPracticeId   Identifier of the practice associated with the backlog calculation.
Backlog Calculation Practice Level XX BacklogCalculationPracticeNameXX   RPG level of the practice associated with the backlog calculation, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice associated with the backlog calculation.
Backlog Calculation Practice Name BacklogCalculationPracticeNameChain   Concatenation between the RPG levels of the practice associated with the backlog calculation.
Backlog Calculation Region ID Chain BacklogCalculationRegionIdChain   System-generated chain for linking to the region.
Backlog Calculation Region ID BacklogCalculationRegionId   Identifier of the region associated with the backlog calculation.
Backlog Calculation Region Level XX BacklogCalculationRegionNameXX   RPG level of the region associated with the backlog calculation, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region associated with the backlog calculation.
Backlog Calculation Region Name BacklogCalculationRegionNameChain   Concatenation between the RPG levels of the region associated with the backlog calculation.
Backlog Calculation Region/Practice/Group Hierarchy Depth BacklogCalculationRPGHierarchyDepth   Depending on the backlog calculation, this value is the RPG hierarchy level of the region, practice, or group associated with the calculation.
Backlog Calculation Region/Practice/Group Type BacklogCalculationRPGType  

Depending on the backlog calculation, this value is the RPG type of the records associated with the calculation, as follows:

  • Region
  • Practice
  • Group
Backlog Calculation Status BacklogCalculationStatus   Status of the backlog calculation.
Backlog Detail Converted ID BacklogDetailConvertedId   Identifier of the backlog detail converted record associated with the project.
Backlog Detail ID BacklogDetailId   Identifier of the backlog detail record associated with the project.
Backlog Type BacklogType  

Type of backlog, as follows:

  • Backlog
  • Unscheduled Backlog
Currency ISO Code Currency   The integration user's default currency ISO code. This field identifies the currency ISO code that is displayed in the PS Cloud Analytics dashboards. See the Salesforce Help for more information about user currencies.
Has Project HasProject   Indicates whether the backlog detail record is associated with a project.
Include Sublevels IncludeSublevels   Indicates whether the backlog calculation applies to all sub-levels of the selected region, practice, or group.
Is Report Master IsReportMaster   Indicates whether the backlog calculation is the master calculation for the combination of region, practice, and group.
Master Project ID ProjectMasterProjectId   Identifier of the highest project in the hierarchy.
Parent Project ID ProjectParentProjectId G Identifier of the project in the next level up in the project hierarchy.
Parent Project Name ProjectParentProjectName D, G Name of the project in the next level up in the project hierarchy.
Project Account Billing Country ProjectAccountBillingCountry   Billing country of the account associated with the project.
Project Account Industry ProjectAccountIndustry   The industry specified for the account related to the opportunity associated with the project.
Project Account Type ProjectAccountType   Type of account associated with the project.
Project Active ProjectIsActive G Indicates whether the project is active.
Project Allow Expenses Without Assignment ProjectAllowExpensesWithoutAssignment G Enables the entry of timecards and expenses without the resource requiring an assignment.
Project Allow Self-Staffing ProjectAllowSelfStaffing G Indicates whether resources have permission to create their own assignments for the project.
Project Allow Timecards Without Assignment ProjectAllowTimecardsWithoutAssignment G Enables the entry of timecards and expenses without the resource requiring an assignment.
Project Billable ProjectIsBillable   Indicates if the project is billable to a customer.
Project Billing Type ProjectBillingType   Value of the Project object Billing Type field.
Project Closed for Expense Entry ProjectClosedForExpenseEntry   Type of billing, such as Fixed Price or Time and Materials.
Project Closed for Time Entry ProjectClosedForTimeEntry G Indicates whether this project is closed for expense entry.
Project Company ID ProjectCompanyId G Lookup to the related Foundations company.
Project Company Name ProjectCompanyName G Name of the related Foundations company.
Project Currency ISO Code ProjectCurrencyIsoCode 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.
Project Display ID ProjectDisplayId G Unique "PR-{000000}" field displayed on a project record.
Project Financial Status ProjectFinancialStatus G Indicates the current financial status of a project.
Project Group ID Chain ProjectGroupIdChain G System-generated chain for linking to the group.
Project Group ID ProjectGroupId G Identifier of the group associated with the project.
Project Group Level XX ProjectGroupNameXX   RPG level of the group associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group associated with the project.
Project Group Name ProjectGroupNameChain G Concatenation between the RPG levels of the group associated with the project.
Project ID ProjectId G Identifier of the project.
Project Is Template ProjectIsTemplate G Indicates whether this project is a template.
Project Location ProjectLocation G Location of the project.
Project Manager ID ProjectManagerId G Identifier of the manager assigned to the project.
Project Manager Name ProjectManagerName D, G Name of the manager assigned to the project.
Project Name ProjectName D, G Name of the project.
Project Opportunity ID ProjectOpportunityId G Identifier of the opportunity associated with the project.
Project Opportunity Name ProjectOpportunityName G Name of the opportunity associated with the project.
Project Phase ProjectPhase G Current phase of the project.
Project Practice ID Chain ProjectPracticeIdChain G System-generated chain for linking to the practice.
Project Practice ID ProjectPracticeId G Identifier of the practice associated with the project.
Project Practice Level XX ProjectPracticeNameXX   RPG level of the practice associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice associated with the project.
Project Practice Name ProjectPracticeNameChain G Concatenation between the RPG levels of the practice associated with the project.
Project Pre-Bill Type ProjectPreBillType G Type of pre-billing selected for the project.
Project Recognition Method ProjectRecognitionMethod G Recognition method to apply to this record for revenue forecasting.
Project Region ID Chain ProjectRegionIdChain G System-generated chain for linking to the region.
Project Region ID ProjectRegionId G Identifier of the region associated with the project.
Project Region Level XX ProjectRegionNameXX   RPG level of the region associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region associated with the project.
Project Region Name ProjectRegionNameChain G Concatenation between the RPG levels of the region associated with the project.
Project Region/Practice/Group Hierarchy Depth ProjectRPGHierarchyDepth  

Depending on the backlog calculation, this value is the RPG hierarchy level of the region, practice, or group associated with the calculation.
Project Region/Practice/Group Type ProjectRPGType  

Depending on the backlog calculation, this value is the RPG type of the projects associated with the calculation, as follows:

  • Region
  • Practice
  • Group
Project Schedule Status ProjectScheduleStatus G Indicates whether the project is on schedule.
Project Scope Status ProjectScopeStatus G Indicates the current scope status.
Project Stage ProjectStage   Current stage of the project.
Project Status ProjectStatus G Indicates the status of the project.
Project Time Credited ProjectTimeCredited G Indicates whether non-billable time is to be credited for utilization.
Project Time Excluded ProjectTimeExcluded G Indicates whether non-billable time counts for or against utilization.
Project Time Period Name ProjectTimePeriodName G Name of the time period associated with the project.
Project Time Period Type ProjectTimePeriodType G Type of time period associated with the project.
Project Type ProjectType G Classification of the project.
Time Period ID TimePeriodId   Identifier for the Backlog Detail object's time period.
Time Period Name TimePeriodName   Name for the Backlog Detail object's time period.
Time Period Types TimePeriodTypes   Time period types that backlog is to be calculated for.
Time Period Type TimePeriodType  

Time period for the backlog detail record, as follows:

  • Week
  • Month
  • Quarter
  • Year
Hidden pse__Project__c.pse__Proj_Share.UserOrGroupId   H Associated with the security predicate implementation.
pse__Project__c.StandardUserType   H Associated with the security predicate implementation.