Project Reporting Dataset Output Fields
The Project Reporting dataset includes fields derived from the following objects in 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
The Project Reporting dataset contains a number of generic fields. These are fields such as Object Type or Description, which are derived from a range of objects. Generic fields enable you to apply a filter such as Type to multiple objects.
Dimension fields from the project object are generic. They are populated across all objects and can be filtered by on all objects. For more information see Object Type.
Some of the fields in this dataset are drillable. When displayed in a dashboard table, these fields can be clicked to access them in your PSA or Services CPQ data environment.
Field Naming Conventions
Fields in this dataset are named according to the following convention, to indicate their source in your data environment: {object}{field name}. However, for the purposes of this dataset, references to the Resource Request object are abbreviated to RR.
Exceptions to this naming convention are:
- Fields calculated in the dataflow.
- Generic fields derived from two or more objects in your data environment.
Video Tutorials
The following video tutorials demonstrate how to build lenses and dashboards with the Project Reporting dataset.
Building Dashboards with the Project Reporting Dataset
Getting Started with the Project Reporting Dataset
Project Reporting Fields
Key: G — Generic fields; C — Calculated fields; D — Drillable fields
Field Type | Field Label | Field API Name | Description | |
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Measure | Amount Available to Bill | ValueAmountAvailableToBill | G | The amount available to bill for an expense, milestone, misc adjustment, or timecard, in the corporate currency. |
Amount Available to Bill (Project Currency) | ValueAmountAvailableToBillProjectCurrency | G | The amount available to bill for an expense, milestone, misc adjustment, or timecard, in the project currency. | |
Assignment Billable Amount | ValueAssignmentBillings | D | Number of billable days the resource logged against the assignment. | |
Assignment Billable Days in Financials | ValueAssignmentTotalDays | Number of billable days the resource logged against the assignment from project and RPG actuals. | ||
Assignment Billable Hours in Financials | ValueAssignmentTotalHours | Number of billable hours the resource logged against the assignment from project and RPG actuals. | ||
Assignment Cost Rate Project Currency | ValueAssignmentCostRateProjectCurrency | The cost rate for the assignment in the project currency. | ||
Assignment Cost Rate | ValueAssignmentCostRate | The cost rate for the assignment in the corporate currency. | ||
Assignment Estimated Time To Completion | ValueAssignmentEstimatedTimeToCompletion | The estimated hours to complete the assignment. | ||
Assignment Non-Billable Days in Financials | ValueAssignmentNonBillableDaysInFinancials | Number of non-billable days the resource logged against the assignment from project and RPG actuals. | ||
Assignment Non-Billable Hours in Financials | ValueAssignmentNonBillableHoursInFinancials | Number of non-billable hours the resource logged against the assignment from project and RPG actuals. | ||
Assignment Planned Bill Rate | ValueAssignmentPlannedBillRate | The bill rate used during the planning activities for the assignment. | ||
Assignment Planned Hours | ValueAssignmentPlannedHours | Number of hours originally planned for the assignment. | ||
Assignment Planned Revenue (Hours) | ValueAssignmentPlannedRevenue | C, D | See Calculated Fields. | |
Assignment Scheduled Days | ValueAssignmentScheduledDays | The total number of days scheduled for the assignment. | ||
Assignment Scheduled Hours | ValueAssignmentScheduledHours | The total number of hours scheduled for the assignment. | ||
Assignment Suggested Bill Rate | ValueAssignmentSuggestedBillRateNumber | The suggested bill rate for the assignment. | ||
Budget Amount | ValueBudgetBillings | D | Amount of budget in the corporate currency. | |
Budget Amount (Project Currency) | ValueBudgetBillingsProjectCurrency | Amount of budget in the project currency. | ||
Days to Staff | ValueDaysToStaff | C |
The number of days taken to staff the resource request. |
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Est Role Request Average Cost Rate | ValueEstimateRoleRequestAverageCostRate | The average cost rate of the rate card associated with the role request. | ||
Est Role Request Bill Rate Override | ValueEstimateRoleRequestBillRateOverride | The amount to override the bill rate of the rate card associated with the role request. | ||
Est Role Request Cost Rate Override | ValueEstimateRoleRequestCostRateOverride | The amount to override the cost rate of the rate card associated with the role request. | ||
Est Role Request Discount (%) | ValueEstimateRoleRequestDiscountPercent | The percentage discount applied to the role request when its billing type is time and materials. | ||
Est Role Request Hours | ValueEstimateRoleRequestHours | The number of hours the resource role is required for. | ||
Est Role Request Requested Bill Rate | ValueEstimateRoleRequestRequestedBillRate | The requested bill rate for this role request, with any discounts applied. | ||
Est Role Request Suggested Bill Rate | ValueEstimateRoleRequestSuggestedBillRate | The suggested bill rate on the role request's associated rate card. | ||
Estimate Amount | ValueEstimateAmount | The total amount for this estimate before discounts are applied. | ||
Estimate Cost Contingency | ValueEstimateCostContingency | The cost contingency amount to add to the total amount and cost of the estimate. | ||
Estimate Cost | ValueEstimateCost | The total cost of the estimate. | ||
Estimate Discount (%) | ValueEstimateDiscountPercent | The total discount of the estimate as a percentage of the amount | ||
Estimate Discount (Amount) | ValueEstimateDiscountAmount | The total value of discounts applied to the estimate. | ||
Estimate Duration (Days) | ValueEstimateDuration | The duration of the estimate in days. | ||
Estimate Expense | ValueEstimateExpense | The expenses to add to the cost of the estimate. | ||
Estimate Global Discount (%) | ValueEstimateGlobalDiscountPercent | The amount to discount from the estimate, expressed as a percentage of the total amount. | ||
Estimate Global Discount (Amount) | ValueEstimateGlobalDiscountAmount | The amount to discount from the total amount of the estimate. | ||
Estimate Margin (%) | ValueEstimateMarginPercent | The difference between the amount and cost of the estimate, expressed as a percentage of the total amount. | ||
Estimate Margin (Amount) | ValueEstimateMarginAmount | The difference between the amount and cost of the estimate. | ||
Estimate Net Amount | ValueEstimateNetAmount | The total amount for the estimate after discounts are applied. | ||
Estimate Opportunity Probability (%) | ValueEstimateOpportunityProbability | The probability of the opportunity associated with the estimate, expressed as a percentage. | ||
Estimate Task Bill Amount | ValueEstimateTaskBillAmount | The total amount for the task before discounts are applied. | ||
Estimate Task Cost Amount | ValueEstimateTaskCostAmount | The total cost of the estimate task. | ||
Estimate Task Discount (%) | ValueEstimateTaskDiscountPercent | The discount of estimate tasks as a percentage of the total amount. | ||
Estimate Task Margin | ValueEstimateTaskMarginAmount | The percentage discount applied to the role requests associated with the task, when its billing type is Time and Materials. | ||
Estimate Task Net Bill Amount | ValueEstimateTaskNetBillAmount | The total amount for the task after discounts are applied. | ||
Estimate Task Peer Order | ValueEstimateTaskPeerOrder | For system use. Used to determine the hierarchy of the task. | ||
Estimate Time to Close (Days) | ValueEstimateTimeToClose | C | The number of days between the date the estimate was created and the date the estimate was closed. | |
Estimate Total Hours | ValueEstimateTotalHours | The total number of hours for the estimate. | ||
Estimate Total Vendor Line Item Bill Amount | ValueEstimateTotalVendorLineItemBillAmount | The bill amount of the vendor line items that are related to the estimate's records. | ||
EvA Absolute Hours Variance | ValueEVAAbsoluteHoursVariance | The difference between the estimated and actual hours as an absolute value. | ||
EvA Actual Average Bill Rate | ValueEVAActualAverageBillRate | D |
The average bill rate for the EvA actuals. This is calculated as:
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EvA Actual Billable Amount | ValueEVAActualBillableAmount | D | The billable amount calculated from the resource's timecards in the corporate currency. | |
EvA Actual Billable Amount (Project Currency) | ValueEVAActualBillableAmountProjectCurrency | The billable amount calculated from the resource's timecards in the project currency. | ||
EvA Actual Costs | ValueEVAActualCost | C |
The costs for the EvA actuals. The is calculated as:
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EvA Actual Days | ValueActualDaysEVA | Actual number of days worked during the time period | ||
EvA Actual Hours | ValueActualHoursEVA | Actual number of working hours entered on timecards. | ||
EvA Actual Margin | ValueEVAActualMargin | C |
The margin for the EvA actuals. This is calculated as:
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EvA Days Percent Variance | ValueEVADaysPercentVariance |
Difference between the estimated and actual days, expressed as a percentage. This is calculated as: ( |
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EvA Days Variance | ValueEVADaysVariance |
Difference between the estimated and actual days. This is calculated as:
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EvA Estimated Days | ValueEVATotalDays | Number of scheduled work days during the time period. | ||
EvA Estimated Hours | ValueEVATotalHours | Number of scheduled work hours during the time period. | ||
EvA Hours Percent Variance | ValueEVAHoursPercentVariance |
Difference between the estimated and actual hours, expressed as a percentage. This is calculated as: ( |
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EvA Hours Variance | ValueEVAHoursVariance |
Difference between the estimated and actual hours. This is calculated as:
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EvA Resource Weekly Capacity Hours | ValueEVAResourceWeeklyCapacityHours | The total weekly hours allocated to the resource on the EvA. This is calculated by joining the resource's calendar hours to the EvA resource record at assignment level. The value is duplicated per EvA assignment. Therefore, it is recommended that you take the average, as taking the sum will result in you getting an inflated value. | ||
EvA Scheduled Amount | ValueEVABillings | C, D | The scheduled billable amount of the EvA in the corporate currency. For more information, see Calculated Fields. | |
EvA Scheduled Amount (Project Currency) | ValueEVABillingsProjectCurrency | The scheduled billable amount of the EvA in the project currency. For more information, see Calculated Fields. | ||
EvA Scheduled Bill Rate | ValueEVAScheduledBillRate | D | The assignment bill rate multiplied by the estimated hours of the EvA. If a daily bill rate is in use, the assignment bill rate is multiplied by the estimated days. Value is displayed in corporate currency. | |
EvA Scheduled Costs | ValueEVAScheduledCost | C |
The scheduled costs of the EvA in the corporate currency. This is calculated as:
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EvA Scheduled Costs (Project Currency) | ValueEVAScheduledCostProjectCurrency |
The scheduled costs of the EvA in the project currency. This is calculated as:
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EvA Scheduled Margin | ValueEVAScheduledMargin | C |
The scheduled margin of the EvA. This is calculated as:
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Expense Amount Available to Bill | ValueExpenseAmountAvailableToBill | Expense amount available to bill to the customer in the corporate currency. | ||
Expense Amount Available to Bill (Project Currency) | ValueExpenseAmountAvailableToBillProjectCurrency | Expense amount available to bill to the customer in the project currency. | ||
Expense Billing Amount | ValueExpenseBillings | D | Expense amount to bill to the customer in the corporate currency. | |
Expense Billing Amount (Project Currency) | ValueExpenseBillingsProjectCurrency | Expense amount to bill to the customer in the project currency. | ||
Expense Distance | ValueExpenseDistance | Distance traveled for auto mileage reimbursement. | ||
Expense Reimbursement Amount | ValueExpenseReimbursementAmountInProjectCurrency | Expense amount to reimburse the resource in the project currency. | ||
Milestone Amount | ValueMilestoneBillings | D | Amount to be billed for the milestone in the corporate currency. | |
Milestone Amount Available to Bill | ValueMilestoneAmountAvailableToBill | Milestone amount available to bill to the customer in the corporate currency. | ||
Milestone Amount Available to Bill (Project Currency) | ValueMilestoneAmountAvailableToBillProjectCurrency | Milestone amount available to bill to the customer in the project currency. | ||
Milestone Amount (Project Currency) | ValueMilestoneBillingsProjectCurrency | Amount to be billed for the milestone in the project currency. | ||
Milestone Billable Amount in Financials | ValueMilestoneBillableAmountInFinancials | D | Currency value of billable hours logged against the milestone from project and RPG actuals. | |
Milestone Billable Days in Financials | ValueMilestoneTotalDays | Number of billable days the resource logged against the milestone from project and RPG actuals. | ||
Milestone Billable Expenses in Financials | ValueMilestoneBillableExpensesInFinancials | D | Pass-through billable expenses logged against the milestone from project and RPG actuals. | |
Milestone Billable Hours in Financials | ValueMilestoneTotalHours | Number of billable hours logged against the milestone from project and RPG actuals. | ||
Milestone Cost | ValueMilestoneCost | Estimated cost of the milestone, based on resource cost. | ||
Milestone Days Late | ValueMilestoneDaysLate | C | See Calculated Fields. | |
Milestone Default Bill Rate | ValueMilestoneDefaultBillRate | D | Bill Rate to be copied to child timecards when PSA is configured to do so. | |
Milestone Non-Billable Hours in Financials | ValueMilestoneNonBillableHoursInFinancials | Number of non-billable hours the resource logged against the milestone from project and RPG actuals. | ||
Milestone Planned Hours | ValuePlannedHours | Total number of planned hours from all resources for the milestone. | ||
Misc Adjustment Amount | ValueMiscAdjBillings | D |
Amount for the internal adjustment in the corporate currency. |
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Misc Adjustment Amount (Project Currency) | ValueMiscAdjBillingsProjectCurrency | Amount for the internal adjustment in the project currency. | ||
Project Account Annual Revenue | ValueProjectAccountAnnualRevenue | Estimated annual revenue of the account associated with the project. | ||
Project Account Number Of Employees | ValueProjectAccountNumberOfEmployees | Number of employees working at the company associated with the account. | ||
Project Billed Amount | ValueProjectBilled | Sum of billed amounts. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to billed revenue after they are billed or invoiced. Milestones contribute to billed and invoiced revenue after they are billed or invoiced. | ||
Project Billings | ValueProjectBillings | Sum of billed amounts. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to billed revenue after they are billed or invoiced. Milestones contribute to billed and invoiced revenue after they are billed or invoiced. | ||
Project Bookings | ValueProjectBookings | Booked revenue for the project. Budgets of type Customer PO and Customer PO Change Order contribute to bookings. | ||
Project Credited Hours | ValueProjectCreditedNonBillableInternalHours | Hours taken from timecards for projects with Time Credited selected. | ||
Project Duration (Days) | ValueProjectDuration | The duration of the project in days. | ||
Project Estimated Hours at Completion | ValueProjectEstimatedHoursAtCompletion | An estimate of the total hours to be spent on a project. Calculated using Total Submitted Hours plus Scheduled Hours Remaining. | ||
Project Exchange Rate | ValueProjectExchangeRate | The current exchange rate for converting project values to the project currency. | ||
Project Expense Budget | ValueProjectExpenseBudget |
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Project Expense Costs | ValueProjectExpenseCosts | Sum of approved expenses in expense reports, whether billable or not. | ||
Project External Costs | ValueProjectExternalCosts | Sum of external costs, whether billable or not. | ||
Project External Time Cost | ValueProjectExternalTimeCost | Value of the aggregated cost calculation for external resources in scheduled project backlog. | ||
Project Internal Budget | ValueProjectInternalBudget | Sum of internal budgets for the project. The Amount field of a budget contributes to this field if the budget is of type: Internal Budget or Internal Budget Change Request. | ||
Project Internal Costs | ValueProjectInternalCosts |
Sum of internal costs, whether billable or not. Internal costs are only for resources that are not marked as External. This is calculated as: Approved timecard hours * Cost rate |
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Project Internal Time Cost | ValueProjectInternalTimeCost | Sum of the aggregated cost calculation for internal resources in scheduled project backlog. | ||
Project Invoiced Amount | ValueProjectInvoiced | Sum of invoiced amounts. Expenses, timecard splits, and miscellaneous adjustments that are billable contribute to invoiced revenue after they are billed or invoiced. Milestones contribute to invoiced revenue after they are billed or invoiced. | ||
Project Margin (%) | ValueProjectMarginPercent | C |
The margin as a percentage of the total amount. This is calculated as:
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Project Margin Amount | ValueProjectMargin | The billing amount minus total costs. | ||
Project Milestone Cost | ValueProjectMilestoneCost | Estimated cost of the milestone, based on resource cost. | ||
Project Other Costs | ValueProjectOtherCosts | Any other project costs, such as material or capital costs incurred on the project. | ||
Project Pass-Through Billings | ValueProjectPassThroughBillings | Sum of pass-through billings, including expenses. | ||
Project Percent Hours Complete | ValueProjectPercentHoursComplete |
The percentage of hours already completed on the project. This is calculated as: (Total Submitted Hours / Estimated Hours at Completion) * by 100. |
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Project Planned Hours | ValueProjectPlannedHours | Value of the project's planned hours. | ||
Project Pre-Billed | ValueProjectPreBilled | Amount already billed for the project. | ||
Project Revenue | ValueProjectRevenue | Revenue is not calculated or rolled up. A miscellaneous adjustment is used to show revenue on the project actuals. | ||
Project Scheduled Hours Remaining | ValueProjectScheduledHoursRemaining | The number of hours not yet spent on a project. | ||
Project Task Actual Hours | ValueTaskActualHours | Hours spent on the task. | ||
Project Task Estimated Hours | ValueTaskEstimatedHours | The estimated number of hours for the project task. | ||
Project Task Estimated Time To Completion | ValueTaskEstimatedTimeToCompletion | Estimated time required to complete the project task. | ||
Project Task Hierarchy Depth | ValueTaskHierarchyDepth | Number of parent tasks to the top-level task. | ||
Project Task Hours Remaining | ValueTaskHoursRemaining | The estimated number of hours remaining to complete the task. | ||
Project Task Peer Order | ValueTaskPeerOrder | Internal use only. Used to determine the hierarchy of the project task. | ||
Project Task Percent Complete (Hours) | ValueTaskPercentCompleteHours |
The percentage of task hours that are complete. When the Estimated Time To Completion (Task) field is not set, calculated as: Actual Hours / Estimated Hours x 100 When the Estimated Time To Completion (Task) field is set with a value, calculated as: Actual Hours / sum(Actual Hours + Estimated Time To Completion (Task)) x 100 |
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Project Task Percent Complete (Points) | ValueTaskPercentCompletePoints | The total number of completed project task points divided by the total number of project task points for this task, including the points of child tasks associated with the project task. | ||
Project Task Percent Complete (Tasks) | ValueTaskPercentCompleteTasks | The total number of completed project tasks divided by the total number of completed project task associated with the project task, including child tasks. | ||
Project Task Points Baseline | ValueTaskPointsBaseline | Points allocated to the task. | ||
Project Task Points Complete | ValueTaskPointsComplete | The number of project task points that are complete. | ||
Project Task Points Remaining | ValueTaskPointsRemaining | The number of project task points that are yet to be completed. | ||
Project Task Points | ValueTaskPoints | The total number of points allocated to the task. | ||
Project Task Projected Hours | ValueTaskProjectedHours |
The total projected hours for the task, calculated as: Sum(Actual Hours + Estimated Time To Completion (Task)) If Estimated Time to Completion (Task) is blank, Estimated Hours is used. |
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Project Tasks Total Percent Complete (Points) | ValueProjectTasksTotalPercentCompletePoints | Percentage of project tasks that are complete based on task points. | ||
Project Tasks Total Points Complete | ValueProjectTasksTotalPointsComplete | Total number of points on completed project tasks. | ||
Project Tasks Total Points | ValueProjectTasksTotalPoints | Total of points on all project tasks. | ||
Project Total Assigned Hours | ValueProjectTotalAssignedHours | Total number of hours from project assignments. | ||
Project Total Costs | ValueProjectTotalCosts | Total costs of all projects in the project hierarchy. | ||
Project Total Number of Tasks | ValueProjectTotalNumberOfTasks | Total number of project tasks. | ||
Project Total Submitted Hours | ValueProjectTotalSubmittedHours | The number of hours spent on a project. Calculated using the total hours on submitted or approved timecards, when the Assignment lookup is not blank and the end date is before or the same as the date in the Hours Cut Off Date field. | ||
Project Unscheduled Backlog | ValueProjectUnscheduledBacklog | The remainder of project budget bookings that have not yet been allocated to actuals or to milestones or assignments. | ||
Project Variance at Completion | ValueProjectVarianceAtCompletion | The difference between the values in Planned Hours and Estimated Hours at Completion. | ||
Project Variance from Plan | ValueProjectVarianceFromPlan | The difference between the values in Planned Hours and Total Submitted Hours. | ||
PTA Allocation Hours | ValueAllocationHours | The hours allocated to the resource for the project task. | ||
PTA Allocation Percentage | ValueAllocationPercentage | The allocation percentage allocated to the resource for the project task. | ||
PTA Estimated Hours | ValueEstimatedHours | The estimated number of hours for the project task assignment. | ||
PTA Hours | ValueProjectTaskAssignmentHours | The number of scheduled hours for the project task assignment. | ||
RR Opportunity Probability (%) | ValueResourceRequestOpportunityProbability | C | The probability of the opportunity related to the resource request, expressed as a percentage. See Calculated Fields. | |
RR Requested Hours | ValueResourceRequestSOWHours | Estimated number of hours for the resource. | ||
RR Suggested Bill Rate | ValueResourceRequestSuggestedBillRate | C | The combined values in Suggested Bill Rate Number and Suggested Bill Rate Currency Code, in the corporate currency. | |
RR Suggested Bill Rate Number | ValueResourceRequestSuggestedBillRateNumber | Value of the suggested rate to bill the customer for time booked by the resource. | ||
RR Suggested Bill Rate (Project Currency) | ValueResourceRequestSuggestedBillRateProjectCurrency | C | The combined values in Suggested Bill Rate Number and Suggested Bill Rate Currency Code, in the project currency. | |
RR Weighted Requested Hours | ValueResourceRequestWeightedSOWHours | C | The hours on the resource request weighted by opportunity probability. See Calculated Fields. | |
ValueTimecardAmountAvailableToBill | ValueTimecardAmountAvailableToBill | The amount available to bill for the timecard in the corporate currency. | ||
Timecard Amount Available to Bill (Project Currency) | ValueTimecardAmountAvailableToBillProjectCurrency | The amount available to bill for the timecard in the project currency. | ||
Timecard Total Billable Amount | ValueTimecardBillings | D | Total amount to be billed to the customer in the corporate currency. | |
Timecard Total Billable Amount (Project Currency) | ValueTimecardBillingsProjectCurrency | Total amount to be billed to the customer in the project currency. | ||
Timecard Total Cost | ValueTimecardTotalCost | D | Total cost incurred for the hours on the timecard split. | |
Timecard Total Days Worked | ValueTimecardTotalDays | Total number of days worked based on the number of hours entered in each day of the timecard. | ||
Timecard Total Hours | ValueTimecardTotalHours | Total hours for the timecard line. |
Field Type | Field Label | Field API Name | Description | |
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Dimension | Account Billing Country | AccountBillingCountry | G |
This field is derived from the following object types in the Project Reporting dataset:
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Account ID | AccountId | G |
This field is derived from the following object types in the Project Reporting dataset:
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Account Industry | AccountIndustry | G |
This field is derived from the following object types in the Project Reporting dataset:
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Account Name | AccountName | G, D |
This field is derived from the following object types in the Project Reporting dataset:
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Account Type | AccountType | G |
The type of account associated with the project, opportunity or estimate. This field is derived from the following object types in the Project Reporting dataset:
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Actuals Template ID | ActualsTemplateId |
The ID of the Revenue Management template used for recognizing revenue and amortizing cost for the record. This field is derived from the following object types in the Project Reporting dataset:
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Allow Candidates to Self-Nominate | AllowCandidatesToSelfNominate | Allows prospective candidates to view and express interest in resource requests. | ||
Approved | Approved | G |
This field is derived from the following object types in the Project Reporting dataset:
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Assignment Billable | AssignmentIsBillable | Indicates whether the assignment is billable and therefore included in billing events. | ||
Assignment Budget Allocation ID | AssignmentBudgetAllocationID | Identifier of the budget allocation for the assignment. | ||
Assignment Budget Allocation Name | AssignmentBudgetAllocationName | Name of the budget allocation for the assignment. | ||
Assignment Cost Rate Currency Code | AssignmentCostRateCurrencyCode | Currency used to calculate the resource cost for the assignment. This is used when your organization uses multiple currencies. | ||
Assignment Description | AssignmentDescription | Description of the assignment. | ||
Assignment ID | AssignmentId | System-generated identifier of the assignment. | ||
Assignment Is Daily Cost Rate | AssignmentIsDailyCostRate | Indicates whether the cost rate of the assignment is a daily rate. | ||
Assignment Is Time Credited | AssignmentIsTimeCredited | Indicates whether time logged for the assignment is credited for utilization if it is not billable. | ||
Assignment Is Time Excluded | AssignmentIsTimeExcluded | Indicates whether the time entered by the resource on this assignment is excluded from the total number of utilization hours in the time period. | ||
Assignment Location | AssignmentLocation | Location for the assignment. | ||
Assignment Name | AssignmentName | The name of the assignment. | ||
Assignment Source Assignment ID | AssignmentSourceAssignmentID | System-generated identifier of the templated assignment. | ||
Assignment Source Assignment Name | AssignmentSourceAssignmentName | The name of the templated assignment. | ||
Assignment Use Proj Currency Res Cost | AssignmentUseProjectCurrencyForResourceCost | Indicates whether the project currency is used in the resource cost calculations when your organization uses multiple currencies. | ||
Assignment Use Res Default Cost Rate | AssignmentUseResourceDefaultCostRate | Indicates whether the resource currency is used in the resource cost calculations when your organization uses multiple currencies. | ||
Available To Bill | AvailableToBill |
Indicates whether the expense, milestone, miscellaneous adjustment, or timecard is available to bill. The criteria used by the PSA Project Billings dashboard to determine when Available to Bill is true for the different business records are set out in Available to Bill Selection Criteria. |
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Billed | Billed | G | Indicates whether the budget, milestone, estimate, miscellaneous adjustment, or timecard has been charged to the project or customer. | |
Billing Event Item | BillingEventItem |
Identifies the billing event item (if any) created for the expense, milestone, miscellaneous adjustment, or timecard. If a billing event item exists but is not released, the PSA Project Billings dashboard includes the business record in the "Pending Release" segment of its stacked bar charts. |
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Billing Hold | BillingHold |
Indicates whether billing for the expense, milestone, miscellaneous adjustment, or timecard is on hold. If true, the PSA Project Billings dashboard includes the business record in the "On Hold" segment of its stacked bar charts. |
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Billing Status | BillingStatus | The current status of the billing event. | ||
Budget Billed | BudgetBilled | Indicates whether the budget has been charged to the project or customer. | ||
Budget Status | BudgetStatus | The status of the Budget. | ||
Budget Type | BudgetType | The type of Budget. | ||
Currency ISO Code | CurrencyIsoCode | G |
This field identifies the currency ISO code derived from the following objects:
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Description | Description | G |
This field is derived from the following object types in the Project Reporting dataset:
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Est Role Request Estimate Task ID | EstimateRoleRequestEstimateTaskId | The identifier of the estimate task the role request is for. | ||
Est Role Request Estimate Task Name | EstimateRoleRequestEstimateTaskName | The name of the estimate task the role request is for. | ||
Est Role Request Group ID | EstimateRoleRequestGroupId | The identifier of the group for which this role request is for. | ||
Est Role Request Group Name | EstimateRoleRequestGroupName | The name of the group for which this role request is for. | ||
Est Role Request ID | EstimateRoleRequestId | The identifier of the estimate role request. | ||
Est Role Request Is External Resource | EstimateRoleRequestIsExternalResource | Indicates this estimate role request is for an external resource. | ||
Est Role Request Name | EstimateRoleRequestName | D | The name of this estimate role request. | |
Est Role Request Practice ID | EstimateRoleRequestPracticeId | The identifier of the practice for which this role request is for. | ||
Est Role Request Practice Name | EstimateRoleRequestPracticeName | The name of the practice for which this role request is for. | ||
Est Role Request Region ID | EstimateRoleRequestRegionId | The identifier of the region for which this role request is for. | ||
Est Role Request Region Name | EstimateRoleRequestRegionName | The name of the region for which this role request is for. | ||
Estimate (Earliest Created) | EstimateEarliest | The first created estimate row for a given estimate. | ||
Estimate Account ID | EstimateAccountId | The identifier of the account associated with the estimate. | ||
Estimate Account Name | EstimateAccountName | The name of the account associated with the estimate. | ||
Estimate Apply Discount To Cost Contingency | EstimateApplyDiscountToCostContingency | Indicates whether the discount is to be applied to the cost contingency. | ||
Estimate Apply Discount To Expense | EstimateApplyDiscountToExpense | Indicates whether the discount is to be applied to the expense. | ||
Estimate Approval Status | EstimateApprovalStatus | The current status of the estimate in the approval process. | ||
Estimate Billing Type | EstimateBillingType | Indicates the billing type set for the estimate, for example "Fixed Price". | ||
Estimate Currency | EstimateCurrency | The currency of the estimate. | ||
Estimate Group ID Chain | EstimateGroupIdChain | System-generated chain for linking to the group. | ||
Estimate Group ID | EstimateGroupId | The identifier of the group that is associated with this estimate. | ||
Estimate Group Level XX | EstimateGroupNameXX | The RPG level of the group related to the estimate, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the estimate. | ||
Estimate Group Name | EstimateGroupNameChain | System-generated chain for linking to the group associated with the estimate, formatted in descending hierarchical order. | ||
Estimate ID | EstimateId | The identifier of the estimate. | ||
Estimate Name | EstimateName | The name of the estimate. | ||
Estimate Owner ID | EstimateOwnerId | The identifier of the estimate owner. | ||
Estimate Owner Name | EstimateOwnerName | The name of the estimate owner. | ||
Estimate Practice ID Chain | EstimatePracticeIdChain | System-generated chain for linking to the practice. | ||
Estimate Practice ID | EstimatePracticeId | The identifier of the practice that is associated with this estimate. | ||
Estimate Practice Level XX | EstimatePracticeNameXX | The RPG level of the practice related to the estimate, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the estimate. | ||
Estimate Practice Name | EstimatePracticeNameChain | System-generated chain for linking to the practice associated with the estimate, formatted in descending hierarchical order. | ||
Estimate Primary | EstimatePrimary | Indicates that this estimate is the primary version for the opportunity. | ||
Estimate Region ID Chain | EstimateRegionIdChain | System-generated chain for linking to the region. | ||
Estimate Region ID | EstimateRegionId | The identifier of the region that is associated with this estimate. | ||
Estimate Region Level XX | EstimateRegionNameXX | The RPG level of the region related to the estimate, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the estimate. | ||
Estimate Region Name | EstimateRegionNameChain | System-generated chain for linking to the region associated with the estimate, formatted in descending hierarchical order. | ||
Estimate Task ID | EstimateTaskId | The identifier of this estimate task. | ||
Estimate Task Name | EstimateTaskName | The name of this estimate task. | ||
EvA Assignment ID | EVAAssignmentID | The identifier of the EvA assignment. | ||
EvA Assignment Name | EVAAssignmentName | The name of the Assignment associated with the EVA record. | ||
EvA Scheduled Bill Rate is Daily Rate | EVAScheduledBillRateIsDailyRate | Indicates whether the scheduled bill rate is a daily rate. | ||
EvA Time Period ID | EVATimePeriodID | The time period to which the estimates versus actuals numbers relate. | ||
EvA Time Period Name | EVATimePeriodName | The name of the time period. | ||
EvA Time Period Type | EVATimePeriodType | The type of time period this time span represents. | ||
Exclude from Billing | ExcludeFromBilling | G | Indicates whether the Milestone, Expense, Timecard, or Miscellaneous Adjustment have been excluded from billing generation. | |
Expense Billed | ExpenseBilled | Indicates whether the expense has been charged to the project or customer. | ||
Expense Budget Allocation ID | ExpenseBudgetAllocationID | Identifier of the budget allocation for the estimate. | ||
Expense Budget Allocation Name | ExpenseBudgetAllocationName | Name of the budget allocation for the estimate. | ||
Expense Lost Receipt | ExpenseLostReceipt | Enables users to submit expenses without receipt attachments even if receipt attachments are required. | ||
Expense Number | ExpenseNumber | D | The number of the expense record to which the group of receipt attachments belong. | |
Expense Rate Unit | ExpenseRateUnit | Unit of measurement to use for an expense rate. | ||
Expense Type | ExpenseType | The type of expense, such as Business Meals, Car Rental, Taxi. | ||
Has Project | HasProject | G |
Indicates whether an estimate or resource request record is associated with a project. This field is derived from the following object types in the Project Reporting dataset:
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Include In Financials | IncludeInFinancials | G |
Derived from the following objects:
Indicates whether the expense is to be included in the financial roll-up to the project and RPGs. |
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Is Milestone Late | IsMilestoneLate | C | See Calculated Fields. | |
Is Resource Active | IsResourceActive |
Derived from the Resource (Contact) object in the Project Reporting dataset. Indicates whether this is an active resource that can be assigned to projects. See PSA Resource Fields. |
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Is Resource | IsResource |
Derived from the Resource (Contact) object in the Project Reporting dataset. Indicates whether this contact is a PSA resource. See PSA Resource Fields. |
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Master Project ID | ProjectMasterProjectId | G |
The identifier of the highest project in the hierarchy. This field is derived from the following object types in the Project Reporting dataset:
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Master Project Name | ProjectMasterProjectName | G |
The name of the highest project in the hierarchy. This field is derived from the following object types in the Project Reporting dataset:
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Milestone Billed | MilestoneBilled | Indicates whether the milestone has been charged to the project or customer. | ||
Milestone Budget Allocation ID | MilestoneBudgetAllocationID | Identifier of the budget allocation for the milestone. | ||
Milestone Budget Allocation Name | MilestoneBudgetAllocationName | Name of the budget allocation for the milestone. | ||
Milestone ID | MilestoneId |
The identifier of the Milestone. This field is derived from the following object types in the Project Reporting dataset:
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Milestone Name | MilestoneName | D, G |
The name of the Milestone. This field is derived from the following object types in the Project Reporting dataset:
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Milestone Override Project Group | MilestoneOverrideProjectGroup |
The name of the group selected as the override project group on the milestone. |
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Milestone Override Project Practice | MilestoneOverrideProjectPractice | The name of the practice selected as the override project practice on the milestone. | ||
Milestone Override Project Region | MilestoneOverrideProjectRegion | The name of the region selected as the override project region on the milestone. | ||
Milestone Source Milestone ID | MilestoneSourceMilestoneID | System-generated identifier of the templated milestone. | ||
Milestone Source Milestone Name | MilestoneSourceMilestoneName | The name of the templated milestone. | ||
Milestone Status | MilestoneStatus | The status of the milestone. | ||
Misc Adjustment Approved | MiscAdjApproved | Indicates whether the miscellaneous adjustment is approved. | ||
Misc Adjustment Billed | MiscAdjBilled | Indicates whether the miscellaneous adjustment has been charged to the project or customer. | ||
Misc Adjustment Budget Allocation ID | MiscAdjustmentBudgetAllocationID | Identifier of the budget allocation for the miscellaneous adjustment. | ||
Misc Adjustment Budget Allocation Name | MiscAdjustmentBudgetAllocationName | Name of the budget allocation for the miscellaneous adjustment. | ||
Misc Adjustment Description | MiscAdjDescription | Description of the transaction. | ||
Misc Adjustment Invoiced | MiscAdjInvoiced | Indicates the miscellaneous adjustment has been invoiced. | ||
Misc Adjustment Name | MiscAdjName | Name of the miscellaneous adjustment. | ||
Misc Adjustment Override Project Group | MiscAdjustmentOverrideProjectGroup | The name of the group selected as the override project group on the miscellaneous adjustment. | ||
Misc Adjustment Override Proj Practice | MiscAdjustmentOverrideProjectPractice | The name of the practice selected as the override project practice on the miscellaneous adjustment. | ||
Misc Adjustment Override Project Region | MiscAdjustmentOverrideProjectRegion | The name of the region selected as the override project region on the miscellaneous adjustment. | ||
Misc Adjustment Status | MiscAdjStatus | Approval status of the miscellaneous adjustment. | ||
Misc Adjustment Transaction Category | MiscAdjTransactionCategory | Transaction category to which the miscellaneous adjustment applies. | ||
Misc Adjustment Vendor Account | MiscAdjVendorAccount | Vendor account to which the miscellaneous adjustment applies. | ||
Name | Name | D, G |
Derived from the following objects:
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Object Type | ProjectReportingType | G |
The project reporting type. Available options are:
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Opportunity Account Billing Country | OpportunityAccountBillingCountry | G |
The billing country of the account associated with the opportunity. This field is derived from the following object types in the Project Reporting dataset:
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Opportunity Account Industry | OpportunityAccountIndustry | G |
The industry specified for the account associated with the opportunity. This field is derived from the following object types in the Project Reporting dataset:
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Opportunity Account Name | OpportunityAccountName | G |
The name of the account associated with the opportunity. This field is derived from the following object types in the Project Reporting dataset:
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Opportunity Account Type | OpportunityAccountType | G |
The type of account associated with the opportunity. This field is derived from the following object types in the Project Reporting dataset:
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Opportunity ID | OpportunityId | G |
identifier of the opportunity. This field is derived from the following object types in the Project Reporting dataset:
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Opportunity Name | OpportunityName | G, D |
This field is derived from the following object types in the Project Reporting dataset:
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Opportunity Owner ID | OpportunityOwnerId | G |
The identifier of the owner of the opportunity. This field is derived from the following object types in the Project Reporting dataset:
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Opportunity Owner Name | OpportunityOwnerName | G |
The name of the owner of the opportunity. This field is derived from the following object types in the Project Reporting dataset:
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Opportunity Stage | OpportunityStageName | G |
The stage of the opportunity. This field is derived from the following object types in the Project Reporting dataset:
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Parent Project ID | ProjectParentProjectId | G |
The identifier of the project in the next level up in the project hierarchy. This field is derived from the following object types in the Project Reporting dataset:
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Parent Project Name | ProjectParentProjectName | D, G |
The name of the project in the next level up in the project hierarchy. This field is derived from the following object types in the Project Reporting dataset:
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Project Allow Expenses Without Assignment | ProjectAllowExpensesWithoutAssignment | G |
Enables the entry of timecards and expenses without the resource requiring an assignment. This field is derived from the following object types in the Project Reporting dataset:
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Project Allow Self-Staffing | ProjectAllowSelfStaffing | G |
Indicates whether resources have permission to create their own assignments for the project. This overrides the staffing permission controls for the project or resource. This field is derived from the following object types in the Project Reporting dataset:
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Project Allow Timecards Without Assignment | ProjectAllowTimecardsWithoutAssignment | G |
Enables the entry of timecards and expenses without the resource requiring an assignment. This field is derived from the following object types in the Project Reporting dataset:
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Project Billable | IsProjectBillable | Indicates if the project is billable to a customer. | ||
Project Billing Type | ProjectBillingType | The type of billing, such as Fixed Price or Time and Materials. | ||
Project Closed for Expense Entry | ProjectClosedForExpenseEntry | G |
Indicates whether this project is closed for expense entry. This field is derived from the following object types in the Project Reporting dataset:
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Project Closed for Time Entry | ProjectClosedForTimeEntry | G |
Indicates whether this project is closed for timecard entry. This field is derived from the following object types in the Project Reporting dataset:
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Project Company ID | ProjectCompanyId | G |
Lookup to the related Foundations company. This field is derived from the following object types in the Project Reporting dataset:
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Project Company Name | ProjectCompanyName | G |
The name of the related Foundations company. This field is derived from the following object types in the Project Reporting dataset:
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Project Currency ISO Code | ProjectCurrencyIsoCode | G |
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. This field is derived from the following object types in the Project Reporting dataset:
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Project Display ID | ProjectDisplayId | G |
The unique "PR-{000000}" field displayed on a Project record. This field is derived from the following object types in the Project Reporting dataset:
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Project Engagement ID | ProjectEngagementId | G |
The identifier of the Engagement associated with this project. This field is derived from the following object types in the Project Reporting dataset:
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Project Estimate Group ID Chain | ProjectEstimateGroupIdChain | G | System-generated chain for linking to the group related to the estimate associated with the project. | |
Project Estimate Group Name XX | ProjectEstimateGroupNameXX | G | The RPG level of the group related to the estimate associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the estimate associated with the project. | |
Project Estimate Group Name | ProjectEstimateGroupNameChain | G | The name of the group associated with the estimate associated with the project. | |
Project Estimate ID | ProjectEstimateId | G |
The identifier of the estimate associated with the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Estimate Name | ProjectEstimateName | G |
The name of the estimate associated with the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Estimate Owner ID | ProjectEstimateOwnerId | G |
The identifier of the owner of the estimate from which the project originated. This field is derived from the following object types in the Project Reporting dataset:
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Project Estimate Owner Name | ProjectEstimateOwnerName | G |
The name of the owner of the estimate from which the project originated. This field is derived from the following object types in the Project Reporting dataset:
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Project Estimate Practice ID Chain | ProjectEstimatePracticeIdChain | G |
System-generated chain for linking to the practice related to the estimate associated with the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Estimate Practice Name XX | ProjectEstimatePracticeNameXX | G |
The RPG level of the practice related to the estimate associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the estimate associated with the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Estimate Practice Name | ProjectEstimatePracticeNameChain | G |
The name of the practice associated with the estimate associated with the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Estimate Region ID Chain | ProjectEstimateRegionIdChain | G |
System-generated chain for linking to the region related to the estimate associated with the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Estimate Region Name XX | ProjectEstimateRegionNameXX | G |
The RPG level of the region related to the estimate associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the estimate associated with the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Estimate Region Name | ProjectEstimateRegionNameChain | G |
The name of the region associated with the estimate associated with the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Financial Status | ProjectFinancialStatus | G |
Indicates the current financial status of a project. This field is derived from the following object types in the Project Reporting dataset
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Project Group ID Chain | ProjectGroupIdChain | G |
System-generated chain for linking to the group. This field is derived from the following object types in the Project Reporting dataset
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Project Group ID | ProjectGroupId | G |
The identifier of the group related to the project. This field is derived from the following object types in the Project Reporting dataset
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Project Group Name | ProjectGroupNameChain | G |
System-generated chain for linking to the group related to the project, formatted in descending hierarchical order. This field is derived from the following object types in the Project Reporting dataset
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Project Group Level XX | ProjectGroupNameXX | The name of a group associated with the project. XX represents a number between 00 and 12, and determines the group's level in the hierarchy of groups associated with the project. 00 is the highest level of group. | ||
Project Group Name (Ascending) | ProjectGroupNameChainAsc | G |
System-generated chain for linking to the group related to the project, formatted in ascending hierarchical order. This field is derived from the following object types in the Project Reporting dataset
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Project Group Name | ProjectGroupNameChain | System-generated chain for linking to the group related to the project, formatted in descending hierarchical order. | ||
Project Hierarchy Depth | ProjectHierarchyDepth | The project's level within the project hierarchy. | ||
Project ID Chain | ProjectIdChain | ID for system-generated chain for linking to the project. | ||
Project ID | ProjectId | G |
Unique project identifier assigned by the system. This field is derived from the following object types in the Project Reporting dataset
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Project Is Active | ProjectIsActive | G |
Indicates whether this project is active. This field is derived from the following object types in the Project Reporting dataset
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Project Is Template | ProjectIsTemplate | G |
Indicates whether this project is a template. This field is derived from the following object types in the Project Reporting dataset:
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Project Location | ProjectLocation | G | The location of the project. | |
Project Manager ID | ProjectManagerId | G |
The identifier of the contact associated with the project.This field is derived from the following object types in the Project Reporting dataset:
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Project Manager Name | ProjectManagerName | D, G |
The name of the contact associated with the project.This field is derived from the following object types in the Project Reporting dataset:
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Project Name Chain | ProjectNameChain | G |
Name of system-generated chain for linking to the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Name | ProjectName | D, G |
The name of the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Opportunity Account ID | ProjectOpportunityAccountId | System-generated identifier of the account associated with the opportunity that the project was created from. | ||
Project Opportunity Account Industry | ProjectOpportunityAccountIndustry | G |
The industry specified for the account associated with the opportunity associated with the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Opportunity Account Name | ProjectOpportunityAccountName | G |
The name of the account associated with the opportunity associated with the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Opportunity Account Type | ProjectOpportunityAccountType | G |
The type of account associated with the opportunity associated with the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Opportunity ID | ProjectOpportunityId | G |
The identifier of the opportunity associated with the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Opportunity Name | ProjectOpportunityName | G |
The name of the opportunity associated with the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Opportunity Owner ID | ProjectOpportunityOwnerId | G |
The identifier of the contact who owns the related opportunity. This field is derived from the following object types in the Project Reporting dataset:
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Project Opportunity Owner Name | ProjectOpportunityOwnerName | G |
The name of the contact who owns the related opportunity. This field is derived from the following object types in the Project Reporting dataset:
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Project Opportunity Stage | ProjectOpportunityStageName | G |
The stage of the related opportunity. This field is derived from the following object types in the Project Reporting dataset:
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Project Owner ID | ProjectOwnerId | G |
The identifier of the project owner. This field is derived from the following object types in the Project Reporting dataset:
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Project Owner Name | ProjectOwnerName | G |
The name of the project owner. This field is derived from the following object types in the Project Reporting dataset:
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Project Phase | ProjectPhase | G |
Current phase of the project.This field is derived from the following object types in the Project Reporting dataset:
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Project Practice ID Chain | ProjectPracticeIdChain | G |
System-generated chain for linking to the Practice. This field is derived from the following object types in the Project Reporting dataset:
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Project Practice ID | ProjectPracticeId | G |
The identifier of the practice to which the project actuals roll up to. This field is derived from the following object types in the Project Reporting dataset:
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Project Practice Name (Ascending) | ProjectPracticeNameChainAsc | G |
System-generated chain for linking to the practice related to the project, formatted in ascending hierarchical order. This field is derived from the following object types in the Project Reporting dataset:
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Project Practice Name | ProjectPracticeNameChain | G |
System-generated chain for linking to the practice related to the project, formatted in descending hierarchical order. This field is derived from the following object types in the Project Reporting dataset:
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Project Pre-Bill Type | ProjectPreBillType | G |
The type of pre-billing selected for the project. This indicates whether the customer has been pre-billed for a part of the budget or all of it. This field is derived from the following object types in the Project Reporting dataset:
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Project Recognition Method | ProjectRecognitionMethod | G |
Recognition method to apply to this record for Revenue Forecasting. This field is derived from the following object types in the Project Reporting dataset:
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Project Record Type | ProjectRecordTypeName | The type of project record. | ||
Project Region ID Chain | ProjectRegionIdChain | G |
System-generated chain for linking to the region. This field is derived from the following object types in the Project Reporting dataset:
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Project Region ID | ProjectRegionId | G |
Lookup to the related region to which the project actuals roll up to. This field is derived from the following object types in the Project Reporting dataset:
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Project Region Level XX | ProjectRegionNameXX | The name of a region associated with the project. XX represents a number between 00 and 12, and determines the region's level in the hierarchy of region associated with the project. 00 is the highest level of region. | ||
Project Region Name (Ascending) | ProjectRegionNameChainAsc | G |
System-generated chain for linking to the region related to the project, formatted in ascending hierarchical order. This field is derived from the following object types in the Project Reporting dataset:
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Project Region Name | ProjectRegionNameChain | G |
System-generated chain for linking to the region related to the project, formatted in descending hierarchical order. This field is derived from the following object types in the Project Reporting dataset:
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Project Schedule Status | ProjectScheduleStatus | G |
Indicates whether the project is on schedule. This field is derived from the following object types in the Project Reporting dataset:
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Project Scope Status | ProjectScopeStatus | G |
Indicates the current scope status. This field is derived from the following object types in the Project Reporting dataset:
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Project Source Project Template ID | ProjectSourceTemplateId | The identifier of the project template on which the project is based. | ||
Project Source Project Template Name | ProjectSourceTemplateName | The name of the project template on which the project is based. | ||
Project Stage | ProjectStage | The current stage of the project. | ||
Project Status | ProjectStatus | G |
Indicates the status of the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Task Assigned Resources | TaskAssignedResources | System generated list of assigned resources. The list is generated from the project task assignment. | ||
Project Task Blocked | TaskBlocked | Indicates whether the task is blocked. | ||
Project Task Completed | TaskCompleted | Indicates whether the task is completed. | ||
Project Task Description | TaskDescription | Description of the project task. | ||
Project Task Duration Units | TaskDurationUnits | Specifies the units of time used for project tasks. | ||
Project Task ID | TaskId | System-generated identifier of the project task. | ||
Project Task Name Chain | TaskNameChain | List of parent task names up to the top-level task. | ||
Project Task Name | TaskName | G |
The name of the task.This field is derived from the following object types in the Project Reporting dataset:
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Project Task Parent Name | TaskParentTaskName | The name representing the project task and its children if applicable. | ||
Project Task Parent Task ID | TaskParentTask | The identifier of the parent task associated with the project task. | ||
Project Task Priority | TaskPriority | The current priority of the task. | ||
Project Task Source Project Task ID | ProjectTaskSourceProjectTaskID | The identifier of the templated project task. | ||
Project Task Source Project Task Name | ProjectTaskSourceProjectTaskName | The name of the templated project task. | ||
Project Task Started | TaskStarted | Indicates whether the task has been started. | ||
Project Task Status | TaskStatus | The status of the project task. | ||
Project Task Summary | Summary | Indicates whether the task is a summary task. | ||
Project Task WBS Element Number | TaskWBSElementNumber | System-generated identifier that links the task to an external task management system. | ||
Project Time Credited | ProjectTimeCredited | G |
Indicates whether non-billable time are to be credited for utilization. This field is derived from the following object types in the Project Reporting dataset:
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Project Time Excluded | ProjectTimeExcluded | G |
Indicates whether non-billable time are to neither count for nor against utilization. This field is derived from the following object types in the Project Reporting dataset:
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Project Time Period Name | ProjectTimePeriodName | G |
The name of the Time Period associated with the Project. This field is derived from the following object types in the Project Reporting dataset:
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Project Time Period Type | ProjectTimePeriodType | G |
The type of Time Period associated with the Project. This field is derived from the following object types in the Project Reporting dataset:
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Project Time Zone | ProjectTimeZone | G |
The project's time zone. All project task start and end times use this time zone. This field is derived from the following object types in the Project Reporting dataset:
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Project Type | ProjectType | G |
Classification of the project. This field is derived from the following object types in the Project Reporting dataset:
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PTA Assignment ID | ProjectTaskAssignmentAssignmentId | The identifier of the assignment related to the project task assignment. | ||
PTA External Resource ID | ProjectTaskAssignmentExternalResourceId | The identifier of the external resource assigned to the project task. | ||
PTA ID | ProjectTaskAssignmentId | The identifier of the project task assignment. | ||
PTA Name | ProjectTaskAssignmentName | The name of the project task assignment. | ||
PTA Project Task ID | ProjectTaskAssignmentTaskId | The identifier of the project task associated with the project task assignment. | ||
PTA Project Task Name | ProjectTaskAssignmentTaskName | The name of the project task associated with the project task assignment. | ||
PTA Resource ID | ProjectTaskAssignmentResourceId | The identifier of the resource associated with the project task. | ||
PTA Resource Name | ProjectTaskAssignmentResourceName | The name of the resource associated with the project task assignment. | ||
PTA Resource Request ID | ProjectTaskAssignmentResourceRequestId | The identifier of the resource request associated with the project task. | ||
PTA Resource Request Name | ProjectTaskAssignmentResourceRequestName | The name of the resource request associated with the project task. | ||
PTA Resource Role | ProjectTaskAssignmentResourceRole | The resource role associated with the project task. | ||
Record ID | RecordId | G | The unique identifier for every record derived from every object used in the Project Reporting dataset. | |
Resource Department | ResourceDepartment | The department the resource belongs to. | ||
Resource External | ResourceExternal | Indicates whether the resource is external. | ||
Resource Group ID Chain | ResourceGroupIdChain | System-generated chain for linking to the group. | ||
Resource Group ID | ResourceGroupId | Lookup to the group related to the resource. | ||
Resource Group Level XX | ResourceGroupNameXX | The name of a group associated with the resource. XX represents a number between 00 and 12, and determines the group's level in the hierarchy of groups associated with the resource. 00 is the highest level of group. | ||
Resource Group Name | ResourceGroupNameChain | The name of the group related to the resource. | ||
Resource ID | ResourceId | The identifier of the resource. | ||
Resource Mailing City | ResourceMailingCity | The mailing city portion of the address specified for the resource. | ||
Resource Mailing Country | ResourceMailingCountry | The mailing country portion of the address specified for the resource. | ||
Resource Mailing State | ResourceMailingState | The mailing state portion of the address specified for the resource. | ||
Resource Name | ResourceName | D, G |
The name of the resource. This field is derived from the following object types in the Project Reporting dataset:
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Resource Practice ID Chain | ResourcePracticeIdChain | System-generated chain for linking to the practice. | ||
Resource Practice ID | ResourcePracticeId | Lookup to the practice associated with the resource. | ||
Resource Practice Level XX | ResourcePracticeNameXX | The name of a practice associated with the resource. XX represents a number between 00 and 12, and determines the practice's level in the hierarchy of practices associated with the resource. 00 is the highest level of practice. | ||
Resource Practice Name | ResourcePracticeNameChain | The name of the practice associated with the resource. | ||
Resource Region ID Chain | ResourceRegionIdChain | System-generated chain for linking to the region. | ||
Resource Region ID | ResourceRegionId | Lookup to the region associated with the resource. | ||
Resource Region Level XX | ResourceRegionNameXX | The name of a region associated with the resource. XX represents a number between 00 and 12, and determines the region's level in the hierarchy of regions associated with the resource. 00 is the highest level of region. | ||
Resource Region Name | ResourceRegionNameChain | The name of the region associated with the resource. | ||
Resource Role | ResourceRole | The role of the resource. | ||
Resource Work Calendar | ResourceWorkCalendar | The work calendar associated with the resource. | ||
RR Assignment ID | ResourceRequestAssignmentId | The ID of the assignment to which the resource request relates. | ||
RR Assignment Name | ResourceRequestAssignmentName | The name of the assignment to which the resource request relates. | ||
RR Excluded | ResourceRequestExcludeFromUtilization | Indicates whether the resource request is excluded from utilization calculations. | ||
RR Group ID Chain | ResourceRequestGroupIdChain | System-generated chain for linking to the RPG ID related to the Resource Request. | ||
RR Group ID | ResourceRequestGroupId | The ID of the group to which the resource request relates. | ||
RR Group Level XX | ResourceRequestGroupNameXX | The RPG level of the group related to the Resource Request, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the resource request. | ||
RR Group Name (Ascending) | ResourceRequestGroupNameChainAsc | System-generated chain for linking to the group related to the Resource Request, formatted in ascending hierarchical order. | ||
RR Group Name | ResourceRequestGroupNameChain | System-generated chain for linking to the group related to the Resource Request, formatted in descending hierarchical order. | ||
RR Minimum Rating | ResourceRequestPrimarySkillMinimumRating | The minimum level of exposure or ability the requested resource must have in the requested skill or certification. | ||
RR Name | ResourceRequestName | The name of the resource request. | ||
RR Owner ID | ResourceRequestOwnerId | The ID of the owner of the resource request. | ||
RR Owner Name | ResourceRequestOwnerName | The name of the owner of the resource request. | ||
RR Practice ID Chain | ResourceRequestPracticeIdChain | System-generated chain for linking to the practice, formatted in descending hierarchical order. | ||
RR Practice ID | ResourceRequestPracticeId | The ID of the practice related to the resource request. | ||
RR Practice Level XX | ResourceRequestPracticeNameXX | The RPG level of the group related to the Resource Request, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the resource request. | ||
RR Practice Name (Ascending) | ResourceRequestPracticeNameChainAsc | System-generated chain for linking to the practice, formatted in ascending hierarchical order. | ||
RR Practice Name | ResourceRequestPracticeNameChain | The name of the practice related to the resource request. | ||
RR Primary Skill ID | ResourceRequestPrimarySkillId | The ID of the primary skill or certification of the resource request. | ||
RR Primary Skill Name | ResourceRequestPrimarySkillName | Name of the skill or certification to add to the request, such as "Java" or "Project Management". | ||
RR Priority | ResourceRequestPriority | Priority of the resource request. | ||
RR Region ID Chain | ResourceRequestRegionIdChain | System-generated chain for linking to the region, formatted in descending hierarchical order. | ||
RR Region ID | ResourceRequestRegionId | The ID of the region related to the resource request. | ||
RR Region Level XX | ResourceRequestRegionNameXX | The RPG level of the group related to the Resource Request, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the resource request. | ||
RR Region Name (Ascending) | ResourceRequestRegionNameChainAsc | System-generated chain for linking to the region, formatted in ascending hierarchical order. | ||
RR Region Name | ResourceRequestRegionNameChain | The name of the region related to the resource request. | ||
RR Resource Held | ResourceRequestResourceHeld | Indicates whether the resource is to be reserved for this resource request. | ||
RR Resource ID | ResourceRequestStafferResourceId | The ID of the resource related to the resource request. | ||
RR Resource | ResourceRequestStafferResourceName | G |
The name of the resource related to the resource request. This field is derived from the following object types in the Project Reporting dataset:
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RR Role | ResourceRequestRequiredResourceRole | The role of the requested resource. | ||
RR Skills | SkillRequest.Skill.Name |
The skill/certification from the resource skill request associated with the resource request. |
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RR Status | ResourceRequestStatus | Status of the resource request. | ||
RR Suggested Bill Rate Currency Code | ResourceRequestSuggestedBillRateCurrencyCode | The currency code of the suggested bill rate for the resource request. | ||
RR Suggested Resource ID | ResourceRequestSuggestedResourceId | The ID of the specific resource that you want to use. | ||
RR Suggested Resource Name | ResourceRequestSuggestedResourceName | Name of a specific resource that you want to use. | ||
Salesforce Resource User ID | ResourceSalesforceUserId | The identifier of the Salesforce user. | ||
Salesforce Resource User Photo URL | ResourceSalesforceUserPhotoUrl | Defines a URL — absolute or relative— that points to the image to use for a resource. | ||
Salesforce Resource Username | ResourceSalesforceUserName | The username assigned to the resource. | ||
Status | Status | G |
This field is derived from the following object types in the Project Reporting dataset:
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Timecard Billable | TimecardBillable | Indicates whether the hours on the timecard can be charged to a customer. | ||
Timecard Billed | TimecardBilled | Indicates whether the timecard has been charged to the project or customer. | ||
Timecard Budget Allocation ID | TimecardBudgetAllocationID | System-generated identifier of the budget allocation for the timecard. | ||
Timecard Budget Allocation Name | TimecardBudgetAllocationName | Name of the budget allocation for the timecard. | ||
Timecard Header Approver ID | TimecardHeaderApproverId | The User ID of the person who has approved the Timecard. This field is derived from the Timecard object which refers to the User object in the Project Reporting dataset. | ||
Timecard Header Approver Name | TimecardHeaderApproverName | D | The name of the person who has approved the Timecard. This field is derived from the Timecard object type in the Project Reporting dataset. | |
Timecard Header ID | TimecardHeaderId | System-generated identifier for the timecard. | ||
Timecard Header Name | TimecardHeaderName | The name of the timecard. | ||
Timecard Status | TimecardStatus | The current status of the timecard. |
Field Type | Field Label | Field API Name | Description | |
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Date | Assignment Created Date | AssignmentCreatedDate | The date the assignment was created. | |
Assignment End Date | AssignmentEndDate | The scheduled end date of the assignment schedule. | ||
Assignment Start Date | AssignmentStartDate | The start date of the assignment schedule. | ||
Billing Date | BillingDate | G |
Billing date, which varies depending on the record type, as follows:
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Budget Bill Date | BudgetBillingDate | The bill date for the budget. | ||
Budget Effective Date | BudgetEffectiveDate | The date the budget becomes effective. | ||
End Date | EndDate | G |
The date that work recorded against the record is scheduled to end. Values are derived from the following objects:
See Calculated Fields for more information on how this field is calculated on the Milestone object. |
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Est Role Request End Date | EstimateRoleRequestEndDate | The date the role request for the estimate ends. | ||
Est Role Request Start Date | EstimateRoleRequestStartDate | The date the role request for the estimate starts. | ||
Estimate Created Date | EstimateCreatedDate | The date the estimate was created. | ||
Estimate End Date | EstimateEndDate | The end date of the estimate. | ||
Estimate Start Date | EstimateStartDate | The start date of the estimate. | ||
Estimate Task End Date | EstimateTaskEndDate | The date this estimate task ends. | ||
Estimate Task Start Date | EstimateTaskStartDate | The date this estimate task starts. | ||
EvA Assignment End Date | EVAAssignmentEndDate | The end date of the EvA assignment. | ||
EvA End Date | EVAEndDate | The end date of the time period of the report. | ||
EvA Start Date | EVAStartDate | The start date of the time period of the report. | ||
EvA Time Period End Date | EVATimePeriodEndDate | The end date of the time period associated with the estimates versus actuals numbers. | ||
Eva Time Period Start Date | EVATimePeriodStartDate | The start date of the time period associated with the estimates versus actuals numbers. | ||
Expense Date | ExpenseDate | The date of the expense. | ||
Milestone Actual Date | MilestoneActualDate | The actual date of completion of the milestone. | ||
Milestone Bill Date | MilestoneBillDate | The date of billing of the milestone. | ||
Milestone Start Date | MilestoneStartDate | The start date of the milestone. | ||
Milestone Target Date | MilestoneTargetDate | Target date for completion of the milestone. | ||
Misc Adjustment Bill Date | MiscAdjBillDate | The bill date for the miscellaneous adjustment. | ||
Misc Adjustment Effective Date | MiscAdjEffectiveDate | The date the miscellaneous adjustment is effective from. | ||
Misc Adjustment Invoice Date | MiscAdjInvoiceDate | The date of invoice for the miscellaneous adjustment. | ||
Opportunity Close Date | OpportunityCloseDate | G |
The closing date of the opportunity. This field is derived from the following object types in the Project Reporting dataset:
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Project End Date | ProjectEndDate | G |
The scheduled end date of the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Opportunity Close Date | ProjectOpportunityCloseDate | G |
The close date of the opportunity associated with the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Start Date | ProjectStartDate | G |
The scheduled start date of the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Task Actual End Date | TaskActualEndDate | The actual end date of the project. | ||
Project Task Actual Start Date | TaskActualStartDate | The actual start date of the project. | ||
Project Task End Date | TaskEndDate | The end date of the project task. | ||
Project Task Parent Task End Date | TaskParentTaskEndDate | The end date of the parent task associated with the project task. | ||
Project Task Parent Task Start Date | TaskParentTaskStartDate | The start date of the parent task associated with the project task. | ||
Project Task Start Date | TaskStartDate | The date that work for the task is projected to start on. | ||
Project Time Period End Date | ProjectTimePeriodEndDate | G |
The end date of the time period associated with the project. This field is derived from the following object types in the Project Reporting dataset:
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Project Time Period Start Date | ProjectTimePeriodStartDate | G |
The start date of the time period associated with the project. This field is derived from the following object types in the Project Reporting dataset:
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PTA End Date | ProjectTaskAssignmentEndDate | The end date of the project task assignment. | ||
PTA Start Date | ProjectTaskAssignmentStartDate | The start date of the project task assignment. | ||
Resource Last Date | ResourceLastDate | The last date of employment of the resource. | ||
Resource Start Date | ResourceStartDate | The date that the resource commenced employment. | ||
RR Created Date | ResourceRequestCreatedDate | The date the resource request was created on. | ||
RR End Date | ResourceRequestEndDate | The estimated end date of the resource request. | ||
RR Start Date | ResourceRequestStartDate | The estimated start date for the resource request. | ||
Start Date | StartDate | G |
The start date of the project. This field is derived from the following object types in the Project Reporting dataset:
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Timecard Bill Date | TimecardBillDate | The date the timecard split was charged to the project or customer. | ||
Timecard End Date | TimecardEndDate | The end date of the week covered by the timecard. | ||
Timecard Header End Date | TimecardHeaderEndDate | G | The end date of the week for the timecard header associated with the timecard split. | |
Timecard Header Start Date | TimecardHeaderStartDate | G | The start date of the timecard header associated with the timecard split. | |
Timecard Start Date | TimecardStartDate | The start date of the week covered by the timecard. |
Default Fields
Where no value is available for the following fields, "N/A" is displayed in the lenses or dashboards in which they occur:
- Assignment Location
- Budget Status
- Budget Type
- EvA Time Period Name
- EvA Time Period Type
- Expense Number
- Expense Rate Unit
- Expense Type
- Is Resource
- Is Resource Active
- Milestone Name
- Milestone Status
- Misc Adjustment Approved
- Misc Adjustment Bill Date
- Misc Adjustment Description
- Misc Adjustment Effective Date
- Misc Adjustment Invoice Date
- Misc Adjustment Invoiced
- Misc Adjustment Name
- Misc Adjustment Status
- Misc Adjustment Transaction Category
- Misc Adjustment Vendor Account
- Resource Department
- Resource External
- Resource Group Name
- Resource Name
- Resource Practice Name
- Resource Region Name
- Resource Role
- Resource Work Calendar
- Timecard Billable
- Timecard Status