Here is a description of the PSA fields and button that you can add to the standard Salesforce Opportunity page layouts.
Some of these fields may not be visible or editable at all times, or in all package combinations.
| Field | Description | |
|---|---|---|
| Forecast Curve | A lookup to the related Forecast Curve field. Used when a forecast curve is applied to an opportunity. For more information, see Enhanced Services Forecasting Overview. | |
| Is Change Request | Indicates whether this opportunity is a change requestA type of opportunity that you can create from an existing project.. | |
| Is Parent Opportunity Services | Indicates whether the related parent opportunity is a services opportunity. | |
| Is Services Opportunity | Indicates whether this opportunity is a services opportunity. | |
| Parent Opportunity | Lookup to an optional parent opportunity. | |
| Pre-Billed Amount | Currency value of any services already billed for this opportunity. | |
| 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 opportunity. | |
| Region/Practice/Group | Lookup to the related 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.. | |
| Services Attached % From Products | Percentage rate of services attached from products. See notes. | |
| Services Attached From Products | Currency value of any services attached from products. |
| Button | Description |
|---|---|
| Apply Rate Card Discount | Enables you to apply rate card discount to opportunity resource requests that have not been assigned or held. |