Backlog Calculation Fields
Here is a description of the fields on the Calculate Backlog page.
Information
Key:
* – Mandatory.
64 – the maximum number of characters that the field accepts.
Field | Description | ||
---|---|---|---|
Backlog Calculation Name | * | 64 | Name of the backlog![]() |
Calculate Project Backlog |
Indicates whether the backlog calculation is to include projects contained within or linked to the region We recommend leaving this option selected. |
||
Copy Fields for Current Time Period |
Select this to update the region, practice, group, or project records with values from the backlog detail records directly, and create Backlog Calculation and Backlog Detail object records. We recommend that you use the backlog calculation and backlog detail object records for reporting instead. |
||
End Date |
The end date for backlog calculations. If you leave the field blank, all records from the start date are processed. Backlog calculations include any time periods with dates that intersect with the End Date, but numbers do not include dates that are outside the end date. Enter an End Date that includes the entire time period We recommend the End Date should be no more than ten years beyond the current date. |
||
Include Sublevels | Select this to include all sublevels of the region![]() ![]() ![]() ![]() |
||
Region/Practice/Group | The region, practice or group on which the backlog calculation is to be run. When you run a backlog calculation from a region, practice or group, the field is pre-populated with that region, practice or group . | ||
Reuse Detail Objects |
Select this to overwrite existing backlog detail records for the same regions, practices, groups, projects, and associated time periods. We recommend that you select this option to avoid using unnecessary space. |
||
Start Calculating From |
Selecting one of these options sets the start date of the calculation. This is based on the calendar in your Salesforce user account. The default is Today. |
||
Start Date | * |
If you haven't selected an option from the Start Calculating From field, enter a date. We recommended that you use the day immediately after your organization's last time entry. |
|
Time Period Types | * |
Time period types for which to calculate backlog. All time period We recommend you do not use the Week time period type when calculating backlog. |
Schedule
Field | Description | ||||||
---|---|---|---|---|---|---|---|
Schedule Frequency |
The frequency that the backlog calculation is to run. Schedule recurring weekly or monthly batch jobs.
|
||||||
Schedule Start Time | The approximate time at which the backlog calculation is to be scheduled for. |
Lightning Actions
You can add the following Lightning action to the standard Backlog Calculation object page layout.
Action | Description |
---|---|
Calculate Backlog |
Calculate backlog based on an existing backlog calculation for a region, practice or group. |