PSA Data Dictionary

Actuals

Config Key: asm-actuals

Contains configuration options related to how roll up of actuals (e.g. timecards, expenses, milestone, etc.) occur across the system (into regions, practices, groups)

Option NameTypeDescriptionDefault Value
BillableExternalHoursCategories Text List of categories (in the transaction object) that will be rolled up into this actuals category Billable External Hours
BillableExternalHoursDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which billable external hours are not rolled up
BillableInternalHoursCategories Text List of categories (in the transaction object) that will be rolled up into this actuals category Billable Internal Hours
BillableInternalHoursDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which billable internal hours are not rolled up
BilledRevenueCategories Text List of categories (in the transaction object) that will be rolled up into this actuals category Billed Revenue
BilledRevenueDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which this actuals field are not rolled up
BillingsCategories Text List of categories (in the transaction object) that are rolled up into this actuals category Ready-to-Bill Revenue
BillingsDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which this actuals field are not rolled up
BookingsCategories Text List of categories (in the transaction object) that are rolled up into this actuals category Booked Revenue
BookingsDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which this actuals field are not rolled up
CalculationBatchSize Number Apex batch size to use for actuals calculation from the verifier 200
CalculationDeltaBatchSize Number Apex batch size to use for actuals calculation from transaction deltas 200
CalculationMode Picklist Determines when actuals are calculated. If Immediate, actuals are calculated as transactions are inserted/updated. If Scheduled, an asynchronous process is used to calculate actuals from transactions periodically. Scheduled
CreditedNonBillableInternalHoursCategories Text List of categories (in the transaction object) that will be rolled up into this actuals category Credited Non-Billable Internal Hours
CreditedNonBillableInternalHoursDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which this actuals field are not rolled up
DeleteBatchRunInParallel Boolean Run the 6 actauls delete batches in parallel (true) or in series (false). Enable only if FlexQueue is enabled. false
DeleteBatchSize Number Apex batch size to use for actuals deletion from the verifier 200
ExcludedHoursCategories Text List of categories (in the transaction object) that will be rolled up into this actuals category Excluded Hours
ExcludedHoursDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which this actuals field are not rolled up
ExpenseBudgetCategories Text List of categories (in the transaction object) that will be rolled up into this actuals category Expense Budget
ExpenseBudgetDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which this actuals field are not rolled up
ExpenseCostsCategories Text List of categories (in the transaction object) that are rolled up into this actuals category Expense Cost
ExpenseCostsDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which this actuals field are not rolled up
ExternalCostsCategories Text List of categories (in the transaction object) that are rolled up into this actuals category External Cost
ExternalCostsDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which this actuals field are not rolled up
IgnoreCategories Text Categories that are not included in any of the other rollup categories (e.g. Bookings, Billings, etc.) but are used in the transaction log. Applicable only if PSE is customized to use new transaction categories. Budgeted Cost
Budgeted Expense Cost
InternalBudgetCategories Text List of categories (in the transaction object) that are rolled up into this actuals category Internal Budget
InternalBudgetDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which this actuals field are not rolled up
InternalCostsCategories Text List of categories (in the transaction object) that are rolled up into this actuals category Internal Cost
InternalCostsDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which this actuals field are not rolled up
InvoicedRevenueCategories Text List of categories (in the transaction object) that will be rolled up into this actuals category Invoiced Revenue
InvoicedRevenueDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which this actuals field are not rolled up
NonBillableExternalHoursCategories Text List of categories (in the transaction object) that will be rolled up into this actuals category Non-Billable External Hours
NonBillableExternalHoursDisabled Picklist List of entities (Region, Practice, Group, Project, Resource) for which this actuals field are not rolled up
NonBillableInternalHoursCategories Text List of categories (in the transaction object) that will be rolled up into this actuals category Non-Billable Internal Hours
NonBillableInternalHoursDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which this actuals field are not rolled up
OtherCostsCategories Text List of categories (in the transaction object) that are rolled up into this actuals category Other Cost
OtherCostsDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which this actuals field are not rolled up
PassThroughBillingsCategories Text List of categories (in the transaction object) that are rolled up into this actuals category Pass-Through Ready-to-Bill Revenue
PassThroughBillingsDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which this actuals field are not rolled up
PreBilledCategories Text Transaction categories rolled up in the Pre-Billed actuals field Pre-Billed Revenue
PreBilledDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which Pre-Billed amounts are not rolled up
ProjectConversionCurrencies Text Which currencies in which to create converted project actuals.
RevenueCategories Text List of categories (in the transaction object) that are rolled up into this actuals category Revenue
RevenueDisabled Picklist List of entity names (Region, Practice, Group, Project, Resource) for which this actuals field are not rolled up
TimeRollUpsDisabled Text List of entity names (Region, Practice, Group, Project, Resource) for which time-based actuals (i.e. anything that is a number of hours) are not calculated
ValueRollUpsDisabled Text List of entity names (Region, Practice, Group, Project, Resource) for which value-based actuals (i.e. anything that is a $ amount)are not calculated Resource
VerifierMaxScope Number This config is used make the maximum number of query rows (of Actuals records) configurable. Value will be used for specifying the limit in select query. Scopes significantly greater than 25000 risk the query row governor limit on results display. 10000