Project Reporting Flow 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 Objects
This flow uses the following objects derived from PSA:
- Budget
- Estimates Versus Actuals
- Expense
- Milestone
- Miscellaneous Adjustment
- Project
- Project Source
- Project Task
- Project Task Assignment
- Resource Request
- Resource Skill Request
- Task Time
- Timecard
- Timecard Split
Fields derived from the following Services CPQ objects are also optionally included in this dataset:
- Estimate
- Estimate Role Request
- Estimate Task
Assignment
These are the main fields retrieved from the Assignment object in PSA.
Field Label |
Field API Name |
Description |
---|---|---|
Bill Rate | pse__Bill_Rate__c | These fields are imported directly from your PSA environment. For more information see Assignment Fields. |
Billable Amount in Financials | pse__Billable_Amount_In_Financials__c | |
Billable Amount Submitted | pse__Billable_Amount_Submitted__c | |
Billable Days In Financials | pse__Billable_Days_In_Financials__c | |
Billable Hours in Financials | pse__Billable_Hours_In_Financials__c | |
Currency | CurrencyISOCode | |
Cost Rate Amount | pse__Cost_Rate_Amount__c | |
Bill Rate Is Daily Rate | pse__Daily_Bill_Rate__c | |
Billable? | Billable__c | |
Location | pse__Location__c | |
Milestone | pse__Milestone__c | |
Name | pse__Assignment__c | |
Name | Name | |
Non-Billable Days in Financials | pse__Non_Billable_Days_In_Financials__c | |
Non-Billable Hours in Financials | pse__Non_Billable_Hours_In_Financials__c | |
Planned Bill Rate | pse__Planned_Bill_Rate__c | |
Planned Hours | pse__Planned_Hours__c | |
Status | pse__Status__c | |
Resource | pse__Resource__c | |
End Date | pse__End_Date__c | |
Planned Revenue (Hours) | pse__Planned_Revenue__c | |
Planned Bill Rate | pse__Planned_Bill_Rate__c | |
Project | pse__Project__c | |
Scheduled Days | pse__Scheduled_Days__c | |
Scheduled Hours | pse__Scheduled_Hours__c | |
Start Date | pse__Start_Date__c |
Budget
These are the main fields retrieved from the Budget object in PSA.
Field Label |
Field API Name |
Description |
---|---|---|
Amount | pse__Amount__c | These fields are imported directly from your PSA environment. For more information see Budget Fields. |
Bill Date | pse__Bill_Date__c | |
Currency | CurrencyISOCode | |
Description | pse__Description__c | |
Effective Date | pse__Effective_Date__c | |
ID | Id | |
Name | Name | |
Project | pse__Project__c | |
Status | pse__Status__c | |
Transaction | pse__Transaction__c | |
Type | pse__Type__c |
Estimate
These are the main fields retrieved from the Estimate object in PSA.
Field Label |
Field API Name |
Description |
---|---|---|
Account | ffscpq_Account_c | These fields are imported directly from your PSA environment. For more information see Estimate Fields. |
Amount | ffscpq_Amount_c | |
Apply Discount to Cost Contingency | ffscpq_Apply_Discount_To_Cost_Contingency_c | |
Apply Discount to Expense | ffscpq_Apply_Discount_To_Expense_c | |
Approval Status | ffscpq_Approval_Status_c | |
Billing Type | ffscpq_Billing_Type_c | |
Cost | ffscpq_Cost_c | |
Cost Contingency | ffscpq_Cost_Contingency_c | |
Created Date | CreatedDate | |
Currency | CurrencyIsoCode | |
Discount (%) | ffscpq_Percent_Discount_c | |
Discount (Amount) | ffscpq_Discount_c | |
Duration (Days) | ffscpq_Duration_c | |
End Date | ffscpq_End_Date_c | |
Estimate Name | Name | |
Expense | ffscpq_Expense_c | |
Global Discount (%) | ffscpq_Percent_Global_Discount_c | |
Global Discount (Amount) | ffscpq_Global_Discount_c | |
Group | ffscpq_Group_c | |
Margin (%) | ffscpq_Percent_Margin_c | |
Margin (Amount) | ffscpq_Margin_c | |
Net Amount | ffscpq_Net_Amount_c | |
Opportunity | ffscpq_Opportunity_c | |
Owner | OwnerId | |
Practice | ffscpq_Practice_c | |
Primary | ffscpq_Is_Primary_c | |
Region | ffscpq_Region_c | |
Record ID | Id | |
Start Date | ffscpq_Start_Date_c |
Estimate Role Request
These are the main fields retrieved from the Estimate Role Request object in PSA.
Field Label |
Field API Name |
Description |
---|---|---|
Average Cost Rate | ffscpq__Average_Cost_Rate__c | These fields are imported directly from your PSA environment. For more information, see Estimate Role Request Fields. |
Bill Rate Override | ffscpq__Bill_Rate_Override__c | |
Cost Rate Override | ffscpq__Cost_Rate_Override__c | |
Discount (%) | ffscpq__Percent_Discount__c | |
End Date | ffscpq__End_Date__c | |
Estimate | ffscpq__Estimate__c | |
Estimate Task | ffscpq__Estimate_Task__c | |
External Resource | ffscpq__External_Resource__c | |
Group | ffscpq__Group__c | |
Hours | ffscpq__Hours__c | |
Practice | ffscpq__Practice__c | |
Region | ffscpq__Region__c | |
Requested Bill Rate | ffscpq__Requested_Bill_Rate__c | |
Resource Role | ffscpq__Resource_Role__c | |
Start Date | ffscpq__Start_Date__c | |
Suggested Bill Rate | ffscpq__Suggested_Bill_Rate__c | |
Record ID | Id | |
Estimate Role Request Name | Name |
Estimate Task
These are the main fields retrieved from the Estimate Task object in PSA.
Field Label |
Field API Name |
Description |
---|---|---|
Bill Amount | ffscpq__Bill_Amount__c | These fields are imported directly from your PSA environment. For more information, see Estimate Task Fields. |
Cost Amount | ffscpq__Cost_Amount__c | |
Margin | ffscpq__Margin__c | |
Net Bill Amount | ffscpq__Net_Bill_Amount__c | |
Record ID | Id | |
Estimate Task Name | Name | |
End Date | ffscpq__End_Date__c | |
Estimate | ffscpq__Estimate__c | |
Peer Order | ffscpq__Order__c | |
Discount (%) | ffscpq__Percent_Discount__c | |
Start Date | ffscpq__Start_Date__c |
Estimates Versus Actuals
These are the main fields retrieved from the Est Vs Actuals object in PSA.
Field Label |
Field API Name |
Description |
---|---|---|
Actual Days | pse__Actual_Days__c | These fields are imported directly from your PSA environment. For more information see Estimates Versus Actuals Fields. |
Actual Average Bill Rate | pse__Actual_Average_Bill_Rate__c | |
Actual Billable Amount | pse__Actual_Billable_Amount__c | |
Actual Hours | pse__Actual_Hours__c | |
Assignment | pse__Assignment__c | |
Currency | CurrencyISOCode | |
Days Percent Variance | pse__Days_Percent_Variance__c | |
Days Variance | pse__Days_Variance__c | |
End Date | pse__End_Date__c | |
Estimated Days | pse__Estimated_Days__c | |
Estimated Hours | pse__Estimated_Hours__c | |
Hours Percent Variance | pse__Percent_Variance__c | |
Hours Variance | pse__Variance__c | |
ID | Id | |
Name | Name | |
Project Currency Exchange Rate | pse__Project_Currency_Exchange_Rate__c | |
Scheduled Bill Rate | pse__Scheduled_Bill_Rate__c | |
Scheduled Bill Rate is Daily Rate | pse__Scheduled_Bill_Rate_is_Daily_Rate__c | |
Project | pse__Project__c | We use this field to look up the corresponding PSA object for the following fields Project. |
Resource | pse__Resource__c | We use this field to look up the corresponding PSA object for the following fields Resource . |
Time Period | pse__Time_Period__c | 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 Label |
Field API Name |
Description |
---|---|---|
Actuals Template | ffrrtemplate__c |
The Revenue Management template used for recognizing revenue and amortizing cost for the expense. |
Bill Date | pse__Bill_Date__c | These fields are imported directly from your PSA environment. For more information see Expense Report Page Fields. |
Billing Amount | pse__Billing_Amount__c | |
Currency | CurrencyISOCode | |
Description | pse__Description__c | |
Distance | pse__Distance__c | |
Expense Date | pse__Expense_Date__c | |
Expense Number | Name | |
ID | Id | |
Include In Financials | pse__Include_In_Financials__c | |
Lost Receipt | pse__Lost_Receipt__c | |
Milestone | pse__Milestone__c | |
Name | Name | |
Rate Unit | pse__Rate_Unit__c | |
Reimbursement Amount In Project Currency | pse__Reimbursement_Amount_In_Project_Currency__c | |
Resource | pse__Resource__c | |
Revenue Transaction | pse__Revenue_Transaction__c | |
Status | pse__Status__c | |
Type | pse__Type__c | |
Project | pse__Project__c | We use this field to look up the corresponding PSA object for the following fields Project. |
Milestone
These are the main fields retrieved from the Milestone object in PSA.
Field Label |
Field API Name |
Description |
---|---|---|
Actuals Template | ffrrtemplate__c |
The Revenue Management template used for recognizing revenue and amortizing cost for the milestone. |
Actual Date | pse__Actual_Date__c | These fields are imported directly from your PSA environment. For more information see Milestone Fields. |
Approved | pse__Approved__c | |
Bill Date | pse__Bill_Date__c | |
Billable Amount in Financials | pse__Billable_Amount_In_Financials__c | |
Billable Days In Financials | pse__Billable_Days_In_Financials__c | |
Billable Expenses In Financials | pse__Billable_Expenses_In_Financials__c | |
Billable Hours In Financials | pse__Billable_Hours_In_Financials__c | |
Currency | CurrencyISOCode | |
Default Bill Rate | pse__Default_Bill_Rate__c | |
Default Bill Rate is Daily Rate | pse__Default_Bill_Rate_is_Daily_Rate__c | |
Description | pse__Description__c | |
ID | Id | |
Include In Financials | pse__Include_In_Financials__c | |
Milestone Amount | pse__Milestone_Amount__c | |
Milestone Cost | pse__Milestone_Cost__c | |
Name | Name | |
Non-Billable Hours in Financials | pse__Non_Billable_Hours_In_Financials__c | |
Override Project Group | pse__Override_Project_Group__c | |
Override Project Practice | pse__Override_Project_Practice__c | |
Override Project Region | pse__Override_Project_Region__c | |
Planned Hours | pse__Planned_Hours__c | |
Project Billings Value | pse__Billings__c | |
Project Currency Exchange Rate | pse__Project_Currency_Exchange_Rate__c | |
Status | pse__Status__c | |
Target Date | pse__Target_Date__c | |
Transaction | pse__Transaction__c | |
Project | pse__Project__c | We use this field to look up the corresponding PSA object for the following fields Project. |
Miscellaneous Adjustment
These are the main fields retrieved from the Miscellaneous Adjustment object in PSA.
Field Label |
Field API Name |
Description |
---|---|---|
Actuals Template | ffrrtemplate__c |
The Revenue Management template used for recognizing revenue and amortizing cost for the miscellaneous adjustment. |
Amount | pse__Amount__c | These fields are imported directly from your PSA environment. For more information see Miscellaneous Adjustment Fields. |
Description | pse__Description__c | |
Bill Date | pse__Bill_Date__c | |
Name | Name | |
Currency | Currency ISO Code | |
Effective Date | pse__Effective_Date__c | |
Include In Financials | pse__Include_In_Financials__c | |
ID | Id | |
Transaction | pse__Transaction__c | |
Transaction Category | pse__Transaction_Category__c | |
Approved | pse__Approved__c | |
Bill Date | pse__Bill_Date__c | |
Description | pse__Description__c | |
Effective Date | pse__Effective_Date__c | |
Invoice Date | pse__Invoice_Date__c | |
Invoiced | pse__Invoiced__c | |
Miscellaneous Adjustment Name | Name | |
Status | pse__Status__c | |
Transaction Category | pse__Transaction_Category__c | |
Vendor Account | pse__Vendor_Account__c | |
Project | pse__Project__c | We use this field to look up the corresponding PSA object for the following fields Project. |
Project
These are the main fields retrieved from the Project object in PSA.
Field Label |
Field API Name |
Description |
---|---|---|
Actuals Template | ffrrtemplate__c |
The Revenue Management template used for recognizing revenue and amortizing cost for the project. |
Account | pse__Account__c | These fields are imported directly from your PSA environment. For more information see Project Fields. |
Allow Expenses without Assignment | pse__Allow_Expenses_Without_Assignment__c | |
Allow Self-Staffing | pse__Allow_Self_Staffing__c | |
Allow Timecards without Assignment | pse__Allow_Timecards_Without_Assignment__c | |
Billable Hours (External) | pse__Billable_External_Hours__c | |
Billable Hours (Internal) | pse__Billable_Internal_Hours__c | |
Billing Type | pse__Billing_Type__c | |
Billings | pse__Billings__c | |
Bookings | pse__Bookings__c | |
Billed | pse__Billed__c | |
Closed for Expense Entry | pse__Closed_for_Expense_Entry__c | |
Closed for time Entry | pse__Closed_for_Time_Entry__c | |
Company | pse__Company__c | |
Credited Hours | pse__Credited_Non_Billable_Internal_Hours__c | |
Current Time Period | pse__Current_Time_Period__c | |
End Date | pse__End_Date__c | |
Estimated Hours at Completion | pse__Estimated_Hours_at_Completion__c | |
Excluded Hours | pse__Excluded_Hours__c | |
Expense Budget | pse__Expense_Budget__c | |
Expense Costs | pse__Expense_Costs__c | |
External Costs | pse__External_Costs__c | |
External Time Cost | pse__External_Time_Cost__c | |
Financial Status | pse__Financial_Status__c | |
Group | pse__Group__c | |
Hierarchy Depth | pse__Hierarchy_Depth__c | |
ID | Id | |
Internal Budget | pse__Internal_Budget__c | |
Internal Costs | pse__Internal_Costs__c | |
Internal Time Cost | pse__Internal_Time_Cost__c | |
Invoiced | pse__Invoiced__c | |
Active | pse__Is_Active__c | |
Billable | pse__Is_Billable__c | |
Template | pse__Is_Template__c | |
Location | Location | |
Margin | pse__Margin__c | |
Master Project | pse__Master_Project__c | |
Milestone Cost | pse__Milestone_Cost__c | |
Name | Name | |
Non-Billable Hours (External) | pse__Non_Billable_External_Hours__c | |
Non-Billable Hours (Internal) | pse__Non_Billable_Internal_Hours__c | |
Opportunity | pse__Opportunity__c | |
Other Costs | pse__Other_Costs__c | |
Parent Project | pse__Parent_Project__c | |
Pass-through Billings | pse__Pass_Through_Billings__c | |
Percent Hours Complete | pse__Percent_Hours_Complete__c | |
Planned Hours | pse__Planned_Hours__c | |
Practice | pse__Practice__c | |
Pre-Bill Type | pse__Pre_Bill_Type__c | |
Pre-Billed | pse__Pre_Billed__c | |
Bookings | pse__Bookings__c | |
Project Currency ISO Code | Project.CurrencyIsoCode | |
Engagement | pse__Engagement__c | |
Project ID | pse__Project_ID__c | |
Active | pse__Is_Active__c | |
Project Manager | pse__Project_Manager__c | |
Project Phase | pse__Project_Phase__c | |
Project Type | pse__Project_Type__c | |
Project Status | pse__Project_Status__c | |
Recognition Method | pse__Recognition_Method__c | |
Region | pse__Region__c | |
Revenue | pse__Revenue__c | |
Schedule Status | pse__Schedule_Status__c | |
Scheduled Hours Remaining | pse__Scheduled_Hours_Remaining__c | |
Scope Status | pse__Scope_Status__c | |
Stage | pse__Stage__c | |
Start Date | pse__Start_Date__c | |
Tasks Total Percent Complete (Points) | pse__Tasks_Total_Percent_Complete_Points__c | |
Tasks Total Points Complete | pse__Tasks_Total_Points_Complete__c | |
Time Credited | pse__Time_Credited__c | |
Time Excluded | pse__Time_Excluded__c | |
Time Zone | pse__Time_Zone__c | |
Total Assigned Hours | pse__Total_Assigned_Hours__c | |
Total costs | pse__Total_Costs__c | |
Total Number of Tasks | pse__Total_Number_of_Tasks__c | |
Total Submitted Hours | Hours pse__Total_Submitted_Hours__c | |
Unscheduled Backlog | pse__Unscheduled_Backlog__c | |
Variance at Completion | pse__Variance_at_Completion__c | |
Variance from Plan | pse__Variance_From_Plan__c | |
Duration (Days) | pse_Duration_c |
Project Source
These are the main fields retrieved from the Project Source object in PSA.
Field Label |
Field API Name |
|
---|---|---|
Record ID | Id | These fields are imported directly from your PSA data environment. For more information see Project Source Fields. |
Name | Name | |
Project | pse__Project__c | |
Source | pse__Source__c | |
Source Estimate | ffscpq__Source_Estimate__c |
Project Task
These are the main fields retrieved from the Project Task object in PSA.
Field Label | Field API Name |
Description |
---|---|---|
Actual End Date | pse_Actual_End_Date_c | These fields are imported directly from your PSA environment. For more information, Project Task Fields. |
Actual Hours | pse_Actual_Hours_c | |
Actual Start Date | pse_Actual_Start_Date_c | |
Assigned Resources | pse_Assigned_Resources_c | |
Blocked | pse_Blocked_c | |
Completed | pse_Completed_c | |
Description | pse_Description_c | |
Duration Units | pse_Duration_Unit_c | |
End Date | pse_End_Date_c | |
Estimated Hours | pse_Estimated_Hours_c | |
Estimated Time To Completion (Task) | pse_Estimated_Time_To_Completion_c | |
Hierarchy Depth | pse_Hierarchy_Depth_c | |
Hours Remaining | pse_Hours_Remaining_c | |
Milestone | pse_Milestone_c | |
Parent Task | pse_Parent_Task_c | |
Parent Task End Date | pse_Parent_Task_End_Date_c | |
Parent Project Project Task Start Date | pse_Parent_Task_Start_Date_c | |
Peer Order | pse_Order_c | |
Percent Complete (Hours) | pse_Percent_Complete_Hours_c | |
Percent Complete (Points) | pse_Percent_Complete_Points_c | |
Percent Complete (Tasks) | pse_Percent_Complete_Tasks_c | |
Points | pse_Points_c | |
Points Baseline | pse_Points_Baseline_c | |
Points Complete | pse_Points_Complete_c | |
Points Remaining | pse_Points_Remaining_c | |
Priority | pse_Priority_c | |
Project | pse_Project_c | |
Project Task Name | Name | |
Projected Hours | pse_Projected_Hours_c | |
Start Date | pse_Start_Date_c | |
Started | pse_Started_c | |
Status | pse_Status_c | |
Task Name Chain | pse_Task_Name_Chain_c | |
WBS Element Number | pse_WBS_Element_Number_c | |
Account Name | Account_Name__c | We use this field to look up the corresponding PSA object for the following fields Account. |
Project Task Assignment
These are the main fields retrieved from the Project Task Assignment object in PSA.
Field Label |
Field API Name |
Description |
---|---|---|
Allocation Hours | pse__Allocation_Hours__c | These fields are imported directly from your PSA data environment. For more information see Project Fields. |
Allocation Percentage | pse__Allocation_Percentage__c | |
Assignment | pse__Assignment__c | |
End Date | pse__End_Date__c | |
External Resource | pse__External_Resource__c | |
Hours | pse__Hours__c | |
Project | pse__Project__c | |
Project ID | pse__Project_ID__c | |
Resource | pse__Resource__c | |
Resource Request | pse__Resource_Request__c | |
Resource Role | pse__Resource_Role__c | |
Start Date | pse__Start_Date__c |
Resource Request
These are the main fields retrieved from the Resource Request object in PSA.
Field Label |
Field API Name |
Description |
---|---|---|
Record ID | Id | These fields are imported directly from your PSA environment. For more information see Resource Request Fields. |
Name | Name | |
End Date | pse__End_Date__c | |
Exclude from Utilization | pse__Exclude_From_Utilization__c | |
Resource Held | pse__Resource_Held__c | |
Resource Role | pse__Resource_Role__c | |
Requested Hours | pse__SOW_Hours__c | |
Resource | pse__Staffer_Resource__c | |
Start Date | pse__Start_Date__c | |
Currency | CurrencyIsoCode | |
Owner ID | OwnerId | |
Assignment | pse__Assignment__c | |
Group | pse__Group__c | |
Milestone | pse__Milestone__c | |
Practice | pse__Practice__c | |
Primary Skill / Certification | pse__Primary_Skill_Certification__c | |
Primary Skill Minimum Rating | pse__Primary_Skill_Minimum_Rating__c | |
Project | pse__Project__c | |
Region | pse__Region__c | |
Request Priority | pse__Request_Priority__c | |
Suggested Resource | pse__Resource__c | |
Opportunity | pse__Opportunity__c | We use this field to look up the corresponding PSA object for the following fields Opportunity. |
Resource Skill Request
These are the main fields retrieved from the Resource Request Skill object in PSA.
Field Label |
Field API Name |
Description |
---|---|---|
Record ID | Id | These fields are imported directly from your PSA environment. For more information see Resource Request Fields. |
Name | Name | |
Resource Request | pse__Resource_Request__c | |
Skill / Certification | pse__Skill_Certification__c | |
Desirable | pse__Desirable__c |
Task Time
These are the main fields retrieved from the Task Time object in PSA.
Field Label |
Field API Name |
Description |
---|---|---|
Currency |
CurrencyIsoCode |
These fields are imported directly from your PSA environment. For more information, Task Time Fields |
Record ID |
Id |
|
Name |
Name |
|
Friday Hours |
pse__Friday_Hours__c |
|
Monday Hours |
pse__Monday_Hours__c |
|
Project Task |
pse__Project_Task__c |
|
Saturday Hours |
pse__Saturday_Hours__c |
|
Start Date |
pse__Start_Date__c |
|
Sunday Hours |
pse__Sunday_Hours__c |
|
Thursday Hours |
pse__Thursday_Hours__c |
|
Timecard |
pse__Timecard__c |
|
Tuesday Hours |
pse__Tuesday_Hours__c |
|
Wednesday Hours |
pse__Wednesday_Hours__c |
Timecard
These are the main fields retrieved from the Timecard object in PSA.
Field Label |
Field API Name |
Description |
---|---|---|
Actuals Template | ffrrtemplate__c |
The Revenue Management template used for recognizing revenue and amortizing cost for the timecard split. |
Bill Date | pse__Bill_Date__c | These fields are imported directly from your PSA environment. For more information see Timecard Entry Fields. |
Billable | pse__Billable__c | |
Billed | pse__Billed__c | |
Currency | CurrencyIsoCode | |
End Date | pse__End_Date__c | |
ID | Id | |
Milestone | pse__Milestone__c | |
Name | Name | |
Project Exchange Rate | pse__Project_Exchange_Rate__c | |
Start Date | pse__Start_Date__c | |
Status | pse__Status__c | |
Total Billable Amount | pse__Total_Billable_Amount__c | |
Total Cost | pse__Total_Cost__c | |
Total Days Worked | pse__Total_Days_Worked__c | |
Total Hours | pse__Total_Hours__c | |
Project | pse__Project__c | We use this field to look up the corresponding PSA object for the following fields Project. |
Resource | pse__Resource__c | We use this field to look up the corresponding PSA object for the following fields Resource . |
Augmented Fields
The augment fields complement the data imported from the base objects allowing you to have a deeper visualization of your data.
Key: → — Lookup path between objects; * — Calculated in field in the dataflow.