Here is a description of the fields on 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. record.
| Field | Description | |
|---|---|---|
| Region/Practice/Group Name | Name of the RPGAbbreviation of region, practice, group.. | |
| Region/Practice/Group Owner | Person in the RPG responsible for its management. | |
| Include In Forecasting | Indicates whether this RPG's planned and actual numbers are to be included when forecasting for an RPG above it in the hierarchy. | |
| Default Work Calendar | Default work calendar to use when working with resource schedules. |
| Field | Description | |
|---|---|---|
| Planned Bookings | Fields that you can use to compare against actualsTotals for a given time period.. | |
| Planned Internal Costs | ||
| Planned Billings | ||
| Planned External Costs | ||
| Planned Margin | ||
| Planned Utilization | ||
| Plan: Last Update Date | Date on which the Current Period Plan fields were last updated. | |
| Plan: Last Updated By | Name of the user who made the last change to the Current Period Plan fields. |
To determine which actuals to display.
| Field | Description | |
|---|---|---|
| Action: Update Current Time Period | Indicates whether RPG numbers are to be updated within 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. when you save the RPG. | |
| Current Time Period | Time period for which RPG numbers are calculated and displayed. | |
| Current Time Period End Date | Last day of the current time period set on the RPG. |
Calculated actual values at a given point in time, based on selected time period, for the RPG.
Key: R – Read-only.
| Field | Description | |
|---|---|---|
| Billed | R | Sum of billed amounts. Timecards; expenses, if billable, contribute to billed revenue after they are billed/invoiced; milestones contribute to billed and invoiced revenue after they are billed/invoiced. |
| Billings | R | Sum of ready-to-bill revenue from timecards, milestones, and miscellaneous adjustments. |
| Bookings | R | Booked revenue for the RPG. Budgets of type Customer PO and Customer PO Change Order contribute to bookings. |
| Expense Budget | R | Sum of expense budgets for the region, practice or group. 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 | R | Sum of internal budgets for the region, practice or group. The Amount field of a budget contributes to this field if the budget is of type: Internal Budget or Internal Budget Change Request. |
| Invoiced | R | Sum of invoiced amounts. Expenses, if billable, contribute to this field after they are billed/invoiced; milestones contribute to this field after they are billed/invoiced. |
| Pass-Through Billing | R | Sum of pass-through billings. Expenses, if billable, contribute to pass-through billings. |
| Revenue | R | 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. of type "ready to bill revenue" to show revenue on the RPG actuals. |
Key: R – Read-only.
| Field | Description | |
|---|---|---|
| Expense Costs | Sum of expenses. Expenses always contribute to expense costs, whether they are billable or not. | |
| External Costs | Sum of external costs. External resource cost multiplied by timecardA mechanism for logging time against a project or an assignment. hours, whether billable or not; milestones may contribute to flat external cost if the "External Cost" field is filled in, and the "Log Cost as External" checkbox is checked (e.g., when you count subcontractor fees as a flat cost amount that helped you reach the milestoneA fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. and achieve the billings). | |
| Internal Costs | Internal costs for the RPGAbbreviation of region, practice, group.. Internal resource cost multiplied by timecard hours, whether billable or not. | |
| Other Costs | Any other RPG costs from projects. From miscellaneous adjustments of transaction category "Other Cost," e.g., material costs. 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 RPG (internal, external, expense and other costs from each projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. in the RPG hierarchy). |
Key: R – Read-only.
| Field | Description | |
|---|---|---|
| Margin | Billings minus total costs (internal, external, expenseA record of expenses incurred by resources assigned to a project or opportunity. and other costs from each project in the RPG hierarchy). |
Miscellaneous adjustments may contribute to any bucket since the category of the amount is up to the user. If the category is Ready-To-Bill or Pass-through-Ready-to-Bill, then they may also contribute to billed and invoiced revenue after they are billed or invoiced.
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. |
These fields are calculated by the system and represent actual values at a given point in time, based on selected 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..
Key: R – Read-only.
| Field | Description | |
|---|---|---|
| Billable Hours (External) | R | Hours from RPGAbbreviation of region, practice, group. projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. timecards marked billable for external resources (e.g., contractor doing billable customer work); not included in utilization calculation. |
| Billable Hours (Internal) | R | Hours from RPG project timecards marked billable for internal resources; counted towards numerator of utilization calculation. |
| Credited Hours | R | Hours from RPG timecards where the project has "Time Credited" checked, indicating hours for this project will count towards numerator of the utilization calculation. |
| Excluded Hours | R | Hours from RPG timecards where the project has "Time Excluded" checked, indicating hours for this project (optionally via configuration) be subtracted from denominator of the utilization calculation. |
| Non-Billable Hours (External) | R | Hours from RPG project timecards marked non-billable for external resources, e.g., contractor working on internal budget project; not included in the utilization calculation. |
| Non-Billable Hours (Internal) | R | Hours from RPG project timecards marked non-billable for internal resources; not included in utilization calculation. |
| Field | Description |
|---|---|
| Parent Region/Practice/Group | RPG parent. The next level up in the hierarchy. |
| Region/Practice/Group Name Chain | System-generated chain for linking to the RPG. |
| Headquarters Region/Global Practice/Top Group | Highest RPG in the chain. |
| Region/Practice/Group ID Chain | System-generated chain for linking to the RPG. |
| Hierarchy Depth | Level down in the hierarchy of this RPG. |
| Custom Links | Any custom links your organization may have added. |