Billings Flow PSA Input Fields

The input fields are the foundation of every dataset in PS Cloud Analytics. These fields are imported from your org environment by the dataflow when you create the Analytics app, the data is then processed to populate your apps' datasets.

Base Object

This flow uses Timecards, Milestones, Estimates Vs Actuals, Expense and Expense Report, Budgets, and Miscellaneous Adjustments as base objects to retrieve PSA field information. It also uses these objects to look up to other PSA objects to complement the data necessary to generate the Billings Dataset.

Timecard

These are the main fields retrieved from the Timecard object in PSA.

Field	Description
Bill Date	These fields are imported directly from your PSA environment. For more information about these fields, see Timecard Fields.
End Date
Name
Project Exchange Rate
Record ID
Status
Total Billable Amount
Total Days Worked
Total Hours
Currency ISO Code	We use this field to match and augment the Conversion Rate field with the Currency Type Salesforce object.
Project ID	We use this field to look up the corresponding PSA object for the following fields Project
Resource ID	We use this field to look up the corresponding PSA object for the following fields Resource (Contact)

Milestone

These are the main fields retrieved from the Milestone object in PSA.

Field	Description
Actual Date	These fields are imported directly from your PSA environment. For more information about these fields, see Milestone Fields.
Approved
Bill Date
Billable Days In Financials
Billable Hours In Financials
Default Bill Rate is Daily Rate
Description
Include In Financials
Milestone Amount
Name
Project Currency Exchange Rate
Record ID
Target Date
Currency ISO Code	We use this field to match and augment the Conversion Rate field with the Currency Type Salesforce object.
Transaction ID	We use this field to look up the corresponding PSA object for the following fields Transaction
Project ID	We use this field to look up the corresponding PSA object for the following fields Project

Estimates Vs Actuals

These are the main fields retrieved from the Estimates Vs Actuals object in PSA.

Field	Description
Assignment	These fields are imported directly from your PSA environment. For more information about these fields, see Estimates Versus Actuals Fields.
End Date
Estimated Days
Estimated Hours
Name
Project Currency Exchange Rate
Record ID
Scheduled Bill Rate
Scheduled Bill Rate is Daily Rate
Currency ISO Code	We use this field to match and augment the Conversion Rate field with the Currency Type Salesforce object.
Project ID	We use this field to look up the corresponding PSA object for the following fields Project
Resource ID	We use this field to look up the corresponding PSA object for the following fields Resource (Contact)
Time Period ID	We use this field to look up the corresponding PSA object for the following fields Time Period

Expense

These are the main fields retrieved from the Expense object in PSA.

Field	Description
Bill Date	These fields are imported directly from your PSA environment. For more information about these fields, see Expense Report Page Fields.
Billing Amount
Description
Expense Date
Include In Financials
Name
Record ID
Currency ISO Code	We use this field to match and augment the Conversion Rate field with the Currency Type Salesforce object.
Revenue Transaction	We use this field to look up the corresponding PSA object for the following fields Transaction
Project ID	We use this field to look up the corresponding PSA object for the following fields Project

Miscellaneous Adjustments

These are the main fields retrieved from the Miscellaneous Adjustments object in PSA.

Field	Description
Amount	These fields are imported directly from your PSA environment. For more information about these fields, see Miscellaneous Adjustment Fields.
Bill Date
Description
Effective Date
Include In Financials
Name
Record ID
Transaction Category
Currency ISO Code	We use this field to match and augment the Conversion Rate field with the Currency Type Salesforce object.
Transaction ID	We use this field to look up the corresponding PSA object for the following fields Transaction
Project ID	We use this field to look up the corresponding PSA object for the following fields Project

Budget

These are the main fields retrieved from the Budget object in PSA.

Field	Description
Amount	These fields are imported directly from your PSA environment. For more information about these fields, see Budget Fields.
Bill Date
Budget Name
Effective Date
Record ID
Type
Currency ISO Code	We use this field to match and augment the Conversion Rate field with the Currency Type Salesforce object.
Transaction ID	We use this field to look up the corresponding PSA object for the following fields Transaction
Project	We use this field to look up the corresponding PSA object for the following fields Project

Augmented Fields

The augment fields complement the data imported from the base objects allowing you to have a deeper visualization of your data.

Note: These fields are imported directly from your PSA environment. For more information about these fields, see the PSA field reference guide for their corresponding PSA object.

Key: → — Lookup path between objects

For more information about the calculated fields, see Billings Flow Intermediate Processing.

PSA Object	Lookup Path	Fields
Time Period	N/A	End Date
		Start Date
		Time Period Name
		Type
Transaction	N/A	Project Currency Exchange Rate
Resource (Contact)	N/A	External Resource
		Full Name
		Group ID
		Is Resource
		Is Resource Active
		Last Date
		Mailing City
		Mailing Country
		Mailing State/Province
		Practice ID
		Region ID
		Resource Role
		Salesforce User ID
		Start Date
		Work Calendar
	→ Resource → Region	IdChain	*
		NameXX	*
		NameChain	*
	→ Resource → Practice	IdChain	*
		NameXX	*
		NameChain	*
	→ Resource → Group	IdChain	*
		NameXX	*
		NameChain	*
	→ Resource → Salesforce User	Name
		Full Photo URL
Project	N/A	Account ID
		Active
		Allow Expenses Without Assignment
		Allow Self-Staffing
		Allow Timecards Without Assignment
		Billings
		Bookings
		Closed for Expense Entry
		Closed for Time Entry
		Company
		Currency
		End Date
		Financial Status
		Group ID
		Location
		Planned Hours
		Practice ID
		Pre-Bill Type
		Project Manager
		Project Name
		Project Status
		Project Type
		Record ID
		Region ID
		Schedule Status
		Scope Status
		Start Date
		Template
		Billed
		Expense Budget
		Expense Costs
		External Costs
		Internal Costs
		Internal Time Cost
		Invoiced
		Margin
		Master Project
		Other Costs
		Parent Project
		Pass-through Billings
		Project Phase
		Revenue
		Tasks Total Percent Complete (Points)
		Tasks Total Points
		Tasks Total Points Complete
		Time Credited
		Time Excluded
		Total Assigned Hours
		Total Costs
		Total Number of Tasks
		Total Submitted Hours
		Unscheduled Backlog
		Percent Hours Complete
		Scheduled Hours Remaining
		Recognition Method
	→ Project → Region	IdChain	*
		NameXX	*
		NameChain	*
	→ Project → Practice	IdChain	*
		NameXX	*
		NameChain	*
	→ Project → Group	IdChain	*
		NameXX	*
		NameChain	*
→ Project → Time Period	End Date
	Start Date
	Time Period Name
	Type
→ Project → Account	Name
	Account Type
	Billing Country
	Industry
	Annual Revenue
	Employees
→ Project → Project Manager (Contact)	Name
	Department