Here is a description of the fields that make up a projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. record. Some of these fields may not be visible or editable at all times, or in all package combinations.
Key: R – Read-only
| Field | Description | |
|---|---|---|
| Account | Lookup to the related accountAccounts in the context of FinancialForce PSA are the same as accounts in Salesforce. Users can create and view certain FinancialForce PSA data related to the account on the related lists. for the project. Enter the customer account for the project, unless you are using it to track items other than revenue such as vacations or internal non-billable projects. | |
| Actuals: Last Update Date | The date and time actuals were last updated for the project. | |
| Actuals: Last Updated By | Lookup to the related user for the last update date. | |
| Actuals: Need Recalc | Indicates whether project actuals need to be re-calculated for the project. When you change the master or parent project in a project hierarchy, the Actuals: Need Recalc checkbox is automatically selected on both the original master/parent project and the new master/parent project. You can control this behavior through the "handleProjectTrigger.SetActualsNeedRecalc" trigger setting. Projects for which actuals need to be recalculated are included when you recalculate project actuals for selected projects, either manually or on a schedule. For more information, see "Recalculating Resource and Project Actuals". |
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| Billing Type | Type of billing, such as Fixed Price or Time and Materials. A Time and Materials project tracks hours entered by resources with assignment and schedules as the main method of billing. | |
| Currency | 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. | |
| End Date | Date this project ends. | |
| Exclude from Backlog | Indicates whether the project is to be excluded from backlog calculations. | |
| Group | Lookup to the related groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the project actuals roll up to. | |
| Include in Forecasting | Indicates whether the project is to be included in forecasting. | |
| Location | The project's location. | |
| Notes | A field where you can enter project staffing notes. | |
| Opportunity | Lookup to the related opportunity. Enter the opportunity for the project unless you are using it to track items other than revenue such as vacations or internal non-billable projects. | |
| Opportunity Owner | Contact who owns the related opportunity. | |
| Practice | Lookup to the related practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the project actualsTotals for a given time period. roll up to. | |
| Pre-Bill Type | R | 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. |
| Project ID | R | Unique project identifier assigned by the system. |
| Project Manager | Lookup to the related contact. Used on the resource plannerA graphical tool that gives you an organized, comprehensive view of resources and the projects to which they are assigned... | |
| Project Name | Name of the project. Should relate to the accountAccounts in the context of FinancialForce PSA are the same as accounts in Salesforce. Users can create and view certain FinancialForce PSA data related to the account on the related lists. and opportunity. | |
| Project Phase | Current phase of the project. | |
| Project Type | Classification of the project. | |
| Rate Card Percentage Discount | Sets the discount in percent applicable on a rate card's suggested bill rate when creating or updating a resource request or assignment on a project. | |
| Rate Card Discount Limit | Sets the rate card's minimum suggested bill rate to which the discount will be applied. | |
| Rate Card Set | Specifies the rate card set, composed of multiple separate rate cards, which determines which rate cards are applied to the project. | |
| Region | Lookup to the related regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the project actuals roll up to. | |
| Services Billing Time Period Type | The time period type to use when generating billing events and billing event batches for the project. | |
| Share with Project Manager | Indicates whether project related business records such as milestones are shared with the project manager. | |
| Share with Project Resources | Indicates whether project related business records such as milestones are shared with resources assigned to the project. | |
| Stage | Current stage of the project. | |
| Start Date | Date this project starts. | |
| Template | Indicates whether this project is a template and appears in the list of projects when you select Create Project From Template. |
| Field | Description | |
|---|---|---|
| Planned Hours | The number of planned hours for the project. This field exists on projects, assignments and milestones and is for simple planning purposes. When a project is created from a template, the number of hours from the template is copied to this field. | |
| Project Status | Status of the project. The defaults are Red, Yellow and Green, but you can customize this picklist. | |
| Project Status Notes | Notes on the project status. |
Key: G – Used in global projects.
| Field | Description | |
|---|---|---|
| Active | Indicates whether this project is active. When deselected, this project's Scheduled Backlog will not be calculated or reflected in roll-ups. Also when deselected, you cannot enter, delete or materially update further business records on this project. | |
| Billable | G | Indicates whether this project is billable. When deselected this project's numbers will not be reflected in any billing information. |
| Exclude From Billing | Indicates whether this project should be excluded from billing events. | |
| Closed for Time Entry | Indicates whether this project is closed for timecard entry. | |
| Closed for Expense Entry | Indicates whether this project is closed for expense entry. | |
| Exclude from Project Planner | Indicates whether this project is hidden from view in the project plannerA graphical tool that gives you an organized, comprehensive view of projects and the resources assigned to them.. | |
| Allow Self Staffing | Indicates whether resources have permission to create their own assignments for the project. This overrides the staffing permission controls for the project or resource. | |
| Allow Timecards Without Assignment | G | Enables the entry of timecards without the resource requiring an assignmentConnection between a resource and a project.. |
| Allow Expenses Without Assignment | G | Enables the entry of timecards and expenses without the resource requiring an assignment. |
| Time Credited | Indicates whether non-billable time should be credited for utilization. For instance, you may want time spent on consulting to count towards utilization. | |
| Time Excluded | Indicates whether non-billable time should neither count for nor against utilization. | |
| Daily Timecard Notes Required | Makes the entry of timecard notes mandatory. | |
| Billable Expense Fee Percentage | Fee percentage by which to increase the billable amount of any Expense logged for the project. Set to 0% for no increase (default). Set to 100% to double the amount. The calculation applies the percentage expense fee before any flat expense fee. | |
| Billable Expense Fee Flat | The flat fee in project currency by which to increase the billable amount of an expense logged to the project. The increase is applied after any percentage fee increase. The default value is taken from the Billable Expense Fee Flat field on the project. | |
| Expense Notes | Makes the entry of expense notes mandatory. | |
| Share with Project Manager | Enables the sharing of project information with the user designated as project manager. | |
| Share with Project Resources | Enables the sharing of information such as milestones with resources assigned to the project. | |
| Hours to Days Rule | Lookup to the hours to days rule to apply when calculating the number of hours on a timecard day that count as a day or a half day when using daily rates for billing and cost calculations. For further information, see "About Hours to Days Rules". |
| Field | Description | |
|---|---|---|
| Tasks Total Points | Total of points on all project tasks. | |
| Tasks Total Points Complete | Total of points on completed project tasks. | |
| Tasks Total Percent Complete (Points) | R | Percentage of project tasks that are complete based on task points. |
| Total Number of Tasks | Total number of project tasks. |
Key: R – Read-only
| Field | Description | |
|---|---|---|
| Planned Hours | Number of hours planned for the project. | |
| Total Assigned Hours | R | Total number of hours from project assignments. |
| Total Projected Revenue From Assignments | R | Total projected revenue from all project assignments |
Key: R – Read-only
| Field | Description | |
|---|---|---|
| Action: Update Current Time Period | Indicates whether project numbers within the current time period are to be updated when you next save the project. Use this checkbox to update project numbers after changing the Project Time Period field. | |
| Current Time Period | R | Name of the current 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.. |
| Current Time Period End Date | R | Last day of current time period. |
Actual values, for the project, at a given point in time, based on selected time period. All read-only.
| Field | Description | |
|---|---|---|
| Billed | Sum of billed amounts. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to billed revenue after they are billed/invoiced. Milestones contribute to billed and invoiced revenue after they are billed/invoiced. | |
| Billings | Sum of ready-to-bill revenue from timecards and milestones. | |
| Bookings | Booked revenue for this project. Budgets of type Customer PO and Customer PO Change Order contribute to bookings. | |
| Expense Budget | Sum of expense budgets for the project. The Expense Amount field of a budget contributes to this field if the budget is of type: Customer PO, Customer PO Change Order, Internal Budget or Internal Budget Change Request. | |
| Internal Budget | 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. | |
| Invoiced | Sum of invoiced amounts. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to invoiced revenue after they are billed/invoiced. Milestones contribute to invoiced revenue after they are billed/invoiced. | |
| Pass-Through Billing | Sum of pass-through billings, including expenses. | |
| Pre-Billed | Amount already billed for the project. | |
| Revenue | Revenue is not calculated or rolled up. Enter a miscellaneous adjustmentA catch-all business record that allows you to correct data entry errors or adjust transactions. to show revenue on the project actualsTotals for a given time period.. | |
| Margin | Billings minus Total Costs. |
| Field | Description | |
|---|---|---|
| Internal Costs | Sum of internal costs, whether billable or not. Internal Costs are only for resources that are not marked External. This is calculated using this formula: approved timecard hours * cost rate + expense costs in approved expense reports. Expense costs include both billable and non-billable costs. |
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| External Costs | Sum of external costs, whether billable or not. Milestones may contribute to flat External Cost if the External Cost field is completed, and the Log Cost as External checkbox is selected. For example, when you count subcontractor fees as a flat cost amount that helped you reach the milestone and achieve the billings. |
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| Expense Costs | Sum of approved expenses in expense reports, whether billable or not. | |
| Other Costs | Any other project costs. Other costs might include things like material or capital costs incurred on the project.These are only generated through miscellaneous adjustments which can also generate any other category of revenue or cost. The Amount field of a budget also contributes to this field if the budget is of type Work Order or Work Order Change Request. | |
| Total Costs | Total costs from all projects in the project hierarchy. |
These fields record the user who last made changes to the actuals fields and when the change was made.
| Field | Description | |
|---|---|---|
| Actuals: Last Update Date | Date on which the Actuals fields were last updated. | |
| Actuals: Last Updated By | Name of the user who made the last change to the Actuals fields. |
| Field | Description | |
|---|---|---|
| Billable Hours (External) | Not included in utilization calculation. | |
| Billable Hours (Internal) | Included in utilization calculation. | |
| Credited Hours | Hours taken from timecards where the project has Time Credited checkbox selected. | |
| Excluded Hours | Hours taken from timecards where the project has Time Excluded checkbox selected. | |
| Non-Billable Hours (External) | Not included in utilization calculation. | |
| Non-Billable Hours (Internal) | Not included in utilization calculation. |
When you run a backlog calculation the details are copied from the backlog detail object to the project.
| Field | Description | |
|---|---|---|
| Scheduled Backlog Amount | Value of scheduled hours backlog. This is the expected revenue pertaining to resources assigned or milestones scheduled on a project. | |
| Scheduled Backlog Calculation Date | Start date of scheduled backlog calculation (usually today). | |
| Scheduled Backlog End Date | End date of scheduled backlog calculation | |
| Scheduled Milestone | Value of scheduled milestone backlog.This value depends on the time period. For instance if the backlog is calculated for all time periods, the value includes all time periods up to the end of the last future milestone. Milestone backlog is generated from amounts associated with milestones with target dates in the forward looking backlog date range that have not yet been achieved where Include In Financials is false. These milestones represent expected future billings. | |
| Scheduled Time | Value of scheduled time backlog. This value depends on the time period. For instance if the backlog is calculated for all time periods, the value includes all time periods up to the end of the last assignment. Scheduled time backlog is generated from billable assigned time multiplied by the assignment bill rate in the forward-looking backlog date range. This represents the future expected corresponding billable timecards. | |
| Unscheduled Backlog | Value of the unscheduled backlog. This field only applies to perpetual time periods, usually all time periods. This is the remainder of project budget bookings that have not yet been allocated to actuals or to milestones or assignments. This is the budget minus actuals billings and scheduled milestone and time backlog. These might be in different time periods, so only the unscheduled backlog for the All Time Periods calculation for is usable. | |
| Backlog: Last Update Date | Date on which the Backlog fields were last updated. | |
| Backlog: Last Updated By | Name of the user who made the last change to the Backlog fields. |
| Field | Description |
|---|---|
| Billing Eligible Last Updated | Displays the date on which the Billing Eligible fields were last updated on the project. |
| Action: Count Billing Eligible Records | Indicates whether the fields above are updated when you save the project. When you save the project, the checkbox is automatically deselected. |
| Billing Eligible Budgets | Number of budgets that are currently available for billing event generation. The maximum number of records you can track is 9999. |
| Billing Eligible Expenses | Number of expenses that are currently available for billing event generation. The maximum number of records you can track is 9999. |
| Billing Eligible Milestones | Number of milestones that are currently available for billing event generation. The maximum number of records you can track is 9999. |
| Billing Eligible Misc Adjustments | Number of miscellaneous adjustments that are currently available for billing event generation. The maximum number of records you can track is 9999. |
| Billing Eligible Timecard Splits | Number of timecard splits that are currently available for billing event generation. The maximum number of records you can track is 9999. |
In addition, for an item to be eligible for billing, the following applies:
| Field | Description | |
|---|---|---|
| Parent Project | Next level up in the project hierarchy. | |
| Master Project | Highest project in the hierarchy. | |
| Hierarchy Depth | Level within the project hierarchy. | |
| Project Name Chain | Name of system-generated chain for linking to the project. | |
| Project ID Chain | ID for system-generated chain for linking to the project. |
| Button | Description |
|---|---|
| Edit | Allows you to edit the project. |
| Delete | Allows you to delete the project. |
| Clone | Allows you to clone the project. |
| Create Change Request | Displays the Create Change Request page where you can create a new change request opportunity from the project. |
| Generate Resource Requests | Displays the Generate Resource Requests from Project Task Assignments page. |
| Project Planner | Displays the Project Planner. |
| Share Project | Displays the Share Project page where you can share related objects such as milestones with resources assigned to the project. |
| Manage Project Tasks / Project Gantt | Displays the PSA Task Management page where you can manage project tasks. |
Concept Information
Billing Event Items, Billing Events and Billing Event Batches
About Flexible Billing Periods
Related Tasks
Creating a Project from a Template
Billing Event Generation and Processing Overview
Processing Individual Billing Events
Recalculating Amounts in a Billing Event