PSA Data Dictionary

Transaction Follow Rules

Config Key: asm.base.transaction.follows

Configurations that determine if Transaction amounts or time should be rolled up to the Region, Practice, or Group of the Transaction's Project or the Transaction's Resource (this always defaults to Project if Transaction has no Resource.

Option NameTypeDescriptionDefault Value
Group_Tx_Cost_Follows Text Determines whether (non-expense) Cost transactions are attached to the Group of the business record's Resource (if any) or Project. Defaults to Resource. Resource
Group_Tx_Expense_Follows Text Determines whether (both revenue and cost) Expense transactions are attached to the Group of the business record's Resource (if any) or Project. Defaults to Project. Project
Group_Tx_Revenue_Follows Text Determines whether (non-expense) Revenue transactions are attached to the Group of the business record's Resource (if any) or Project. Defaults to Project. Project
Group_Tx_Time_Follows Text Determines whether Time transactions are attached to the Group of the business record's Resource (if any) or Project. Defaults to Resource. Resource
Practice_Tx_Cost_Follows Text Determines whether (non-expense) Cost transactions are attached to the Practice of the business record's Resource (if any) or Project. Defaults to Resource. Resource
Practice_Tx_Expense_Follows Text Determines whether (both revenue and cost) Expense transactions are attached to the Practice of the business record's Resource (if any) or Project. Defaults to Project. Project
Practice_Tx_Revenue_Follows Text Determines whether (non-expense) Revenue transactions are attached to the Practice of the business record's Resource (if any) or Project. Defaults to Project. Project
Practice_Tx_Time_Follows Text Determines whether Time transactions are attached to the Practice of the business record's Resource (if any) or Project. Defaults to Resource. Resource
Region_Tx_Cost_Follows Text Determines whether (non-expense) Cost transactions are attached to the Region of the business record's Resource (if any) or Project. Defaults to Resource. Resource
Region_Tx_Expense_Follows Text Determines whether (both revenue and cost) Expense transactions are attached to the Region of the business record's Resource (if any) or Project. Defaults to Project. Project
Region_Tx_Revenue_Follows Text Determines whether (non-expense) Revenue transactions are attached to the Region of the business record's Resource (if any) or Project. Defaults to Project. Project
Region_Tx_Time_Follows Text Determines whether Time transactions are attached to the Region of the business record's Resource (if any) or Project. Defaults to Resource. Resource