Project Margin Dataset PS Cloud Analytics Output Fields

The Project Margin dataset stores fields associated with the project margin calculations in PSA, this dataset is used by the Project Margin dashboard and its related workspace in Lightning. These fields are:

Project Margin Fields

Field Type

Field

Description

Measures Billings Value This is the converted value of the billings of a project actuals.
Expense Costs This is the converted value of the expense costs of a project actuals.
External Costs This is the converted value of the external costs of a project actuals.
Internal Costs This is the converted value of the internal costs of a project actuals.
Other Costs This is the converted value of the other costs of a project actuals.
Pass Through Billings Value This is the converted value of the pass through billings of a project.
Total Billings Value A calculated field. This is the sum of the pass through billings value plus the billings value of a project.
Total Costs A formula. This is the sum of the internal, external, other, and expense costs values of a project.
Dates Time Period Start Date The start date of the time period related to the calculation.
Time Period End Date The end date of the time period related to the calculation.
  Dimensions Project Company ID Lookup to the related Foundations company.
Project Company Name The name of the related Foundations company.
Project Currency ISO Code 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 The unique "PR-{000000}" field displayed on a Project record.
Project ID The identification number of the project record.
Project Name The name of the project.
Project Manager ID The identification number of the project manager record.
Project Manager Name The name of the project manager.
Time Period Type By default the values of this field are: Week, Month, Quarter, and Year.