Backlog Calculations

Clicking the Backlog Calculations tab displays the backlog calculations home page. More about the home page.

• In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
• In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
• From the list, you can click any backlog calculation name to go directly to its detail.
• Click New to create a new backlog calculation or click Calculate Backlog on a region, practice or group.

Recent Choice		Description
Recently Viewed		The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created		The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified		The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.

A backlog is revenue that is expected from projects over a period of time for a 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. or groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects..

Scheduled backlog refers to expected revenue pertaining to resources assigned or milestones scheduled on a projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets.. Unscheduled backlog refers to expected revenue pertaining to allocated funds on a project, without resources assigned or milestones scheduled.

Note

There are two versions of backlog processing. If your administrator has enabled both versions FinancialForce strongly recommends that you use the new version.

Backlog calculations are carried out using Salesforce Batch Apex. This reduces the possibility of hitting Salesforce platform governor limits. You can:

• Schedule backlog calculations to run at times you specify in daily, weekly or monthly intervals.
• Calculate backlog and related details for a region, practice or group, and optionally projects within them.
• Copy backlog calculations to the backlog section of any region, practice group or project.

When you calculate backlog, each backlog calculation and its related backlog details are stored as separate records using new Salesforce custom objects. The records are available in each region, practice, group and project related list. You can use these records for reporting.

You initiate a backlog calculation and then you can choose whether you want to schedule it or run it immediately.

Milestones are rolled up to the Milestone Revenue field of the backlog detail record when the following conditions are met:

• Include in Financials checkbox is not selected on the milestone.
• Milestone Target Date is greater than the backlog calculation Start Date.
• Milestone Status Value is listed in the Milestone Statuses field of the Backlog custom setting. This is primarily to exclude milestones with a status of canceled.

Inactive projects are not processed as part of backlog calculations.

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