A backlog is revenue that is expected from projects over a period of time for a region
A 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.. Backlog calculations are normally initiated from the region, practice, or group tabs. When you initiate backlog calculations, you can choose whether you want to schedule it or run it immediately. For more information, see Calculating Backlog.
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.
Inactive projects are not processed as part of backlog calculations.
Backlog Calculations Tab
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. |
Scheduled and Unscheduled Backlog
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.
When you use a perpetual time period to calculate backlog, scheduled and unscheduled backlog revenue is included in backlog calculation. When a perpetual time period is not used, unscheduled backlog revenue is not included. See Time Period Types for more information.
Milestones in Backlog Detail
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.
Displaying Backlog in Converted Currencies
If your organization uses multiple currencies, you can display your backlog calculations converted into any or all of your organization's currencies. For details on enabling this feature, see Setting Alternate Backlog Currencies.
Estimating Backlog for Resource Requests
Backlog estimates on Resource Requests include both the Resource Request bill rate and cost rate. By default, the calculations use the following fields in order of priority:
Bill Rate
|
Rate Fields Used |
Currency Rate Fields Used |
|---|---|
| The bill rate defined in the Resource Request Bill Rate Field setting. | The currency defined in the Resource Request Bill Currency Field custom setting. |
| Suggested Bill Rate | Suggested Bill Rate Currency Code |
| Requested Bill Rate | Currency ISO Code from the Resource Request |
| 0 | Currency ISO Code from the Resource Request |
Cost Rate
|
Rate Fields Used |
Currency Rate Fields Used |
|---|---|
| The cost rate defined in the Resource Request Cost Rate Field setting. | The currency defined in the Resource Request Cost Currency Field custom setting. |
| The default cost rate for a Resource attached to the Resource Request (a Held Resource Request) | Currency ISO Code from the Resource |
| Average Cost Rate | Average Cost Rate Currency Code |
| The default cost rate for the Suggested Resource | Currency ISO Code from the Resource |
| 0 | Currency ISO Code from the Resource Request |