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Regions, Practices and Groups

Regions, Practices and Groups (RPGs) offer visibility into plan, actual, utilization and forecasting data for your company's professional services resources:

• Region: Geographical entity used for financial accountability
• Practice: Organization entity, such as a horizontal product line
• Group: Business vertical, such as healthcare or financial services, or any other grouping needed.

RPGs give management teams a single location to track metrics that drive the business. RPG objects are analytic objects, and can have layered child objects. As users enter business transactions in PSA, it rolls up the data through the RPG hierarchy, which allows different levels of management to view the information.

When creating a new opportunity, you can attach RPGs as applicable. RPG attachments are inherited by projects created with the opportunity, and by resources assigned to the projects.

Note:

Note

Only one headquarters (top-level) Region, Global (top-level) Practice, or top-level Group is allowed. You must set the configuration options in the Hierarchy configuration groupA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. to enforce this. See Hierarchy Settings for further information.

Set up RPGAbbreviation of region, practice, group.s before creating any FinancialForce PSA Opportunities, Projects, Resources, Permission Controls or Assignments; these should be associated with 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. and/or groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. hierarchies. Once you set up a region, practice or group, it is available for selection in many pages in FinancialForce PSA. Whenever you select a region, practice or group in PSA, the functionality associated with that RPG is applied to that object. This automatically rolls-up the numbers for that entity to the RPG hierarchy. For instance:

• If you enter a region when adding a new resource, all the all numbers for that resource's timecard entry, expense entry, utilization and backlogRevenue that is expected from projects over a period of time for a region, practice or group. are included in that region's roll-upTerm used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. numbers.
• If you apply an expense limit or rate to a region, that expense limit or rate is applied to all resources with that region set in their contact record.

If a Cascading checkbox appears on a record, you can apply the function or data associated with that option to all child objects.

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