Backlog Calculation Detail Fields

Backlog detail records contain the backlogRevenue that is expected from projects over a period of time for a region, practice or group. revenue calculated for a single regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., or projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets., in a specific time periodA period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong.. All revenue fields contain revenue from sub-levels if that option was selected in the backlog calculation.Here is a description of the fields on the Backlog Detail page.

Key:* – Mandatory field; R – Read-only.

Field     Description
Backlog Detail ID     Unique identifier for the backlog calculation.
Backlog Calculation     Backlog calculation to which the record belongs.
Region / Practice / Group / Project     The region, practice, group or project to which the backlog calculation belongs.
Is Reusable   R Indicates whether the object is to be overwritten, or reused, for backlog calculations on the same regions, practices, groups, projects and their associated time periods. This shows the value of the Reuse Detail Objects checkbox when the backlog calculation was run.
Time Period     The time period to which the backlog calculation detail record relates.

Revenue

Field     Description
Start Date     The date that the calculation starts from.
End Date     The end data of the calculation detail.
Time Revenue *   Billable revenue from scheduled assignments. For hourly Assignments, this is the number of Scheduled Hours multiplied by the Bill Rate. For assignments with a daily bill rate, this is the number of scheduled days multiplied by the bill rate.
Milestone Revenue *   The billable revenue from scheduled milestones.
Scheduled Hours     Number of hours scheduled based on assignment schedules and schedule exceptions during the calculation time range.
Unscheduled Revenue     Potential revenue, in the context of perpetual time periods (All Time Periods). Reflects unscheduled backlog of: Bookings - Billings - Scheduled Time - Scheduled Milestone – Inactive Project Backlog, where Bookings or Billings are calculated for all time periods.
Scheduled Days     Number of working days from the calculation start date to the calculation end date or assignment end date, whichever is earlier. For instance, if an assignmentConnection between a resource and a project. has a schedule of 4 hours Monday to Wednesday and the calculation period is an inclusive period of two weeks, the value would be six days (3 days/week * 2). Backlog calculation start and end dates are respected.
Note
Calculation of scheduled days respects hours to days rules when PSA is configured to do so.
Inactive Project Backlog     Unscheduled revenue from inactive projects, which is subtracted from unscheduled revenue in the backlog calculations. This value is calculated automatically when a projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. is marked inactive.

Concept Information

Backlog Calculations

Related Tasks

Calculating Backlog

Recalculating Backlog

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