Calculating Backlog

To calculate backlogClosed Revenue that is expected from projects over a period of time for a region, practice or group. 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.:

  1. Open a record from a region, practice or group.
  2. Click Calculate Backlog. The Calculate Backlog window opens.
  3. As a minimum, enter the name and start date for the calculation.

    For details of other fields, see Backlog Calculation Fields.

    Any changes that you make are remembered between sessions, when you use the same browser.

  4. Click Calculate. The Calculate Backlog window closes and the calculation is processed.

You can open this calculation from the Backlog Calculations related list on the region, practice or group that it was calculated for, or from the list view on the Backlog Calculations tab.

The Backlog Calculation record shows the details of the calculation and a related list that contains the backlog details.

If your org is configured to display alternate currencies, a Backlog Details Converted related list contains the backlog details in these currencies. For more information, see Setting Alternate Backlog Currencies.

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.
  1. From a region, practice or group, click Calculate Backlog. The Calculate Backlog page opens.
  2. As a minimum, enter the name and start date for the calculation.

    For details of other fields, see Backlog Calculation Fields.

  3. Click Calculate. The Backlog Calculation page opens, showing the details of the calculation.

    If your org is configured to display alternate currencies, the Backlog Details Converted related list contains the backlog details in these currencies. For more information, see Setting Alternate Backlog Currencies.

You can also open this calculation from the Backlog Calculations related list on the region, practice or group that it was calculated for, or from the list view on the Backlog Calculations tab.

Recalculating From an Existing Backlog Calculation

To recalculate a backlog from an existing backlog calculation:

  1. Open the existing calculation from the region, practice or group Backlog Calculations related list, or from the Backlog Calculations tab.
  2. Click Calculate Backlog.
  3. Change the details, as needed.
  4. Click Calculate.
  1. Open the existing calculation from the Backlog Calculations related list in a region, practice or group record, or from the list view on the Backlog Calculations page.
  2. Click Calculate Backlog.
  3. Change the details, as needed.
  4. To recalculate immediately, click Calculate. To schedule the calculation, click Schedule.