| Account__c |
Account |
Pre-Spring 2018 |
Looks up to: Account
|
Lookup |
|
| Action_Count_Billing_Eligible_Records__c |
Action: Count Billing Eligible Records |
Pre-Spring 2018 |
Saving the Project with this checkbox checked updates the fields that track Billing Eligible Business Records (TC Splits, Expenses, Milestones, Misc Adjustments, Budgets) for this Project and also auto-unchecks this Action checkbox.
|
Checkbox |
false |
| Action_Update_Current_Time_Period__c |
Action: Update Current Time Period |
Pre-Spring 2018 |
|
Checkbox |
true |
| Actuals_Last_Recalc_Date__c |
Actuals: Last Recalc Date |
Pre-Spring 2018 |
|
DateTime |
|
| Actuals_Last_Update_Date__c |
Actuals: Last Update Date |
Pre-Spring 2018 |
|
DateTime |
|
| Actuals_Last_Updated_By__c |
Actuals: Last Updated By |
Pre-Spring 2018 |
Looks up to: User
|
Lookup |
|
| Actuals_Need_Recalc__c |
Actuals: Need Recalc |
Pre-Spring 2018 |
|
Checkbox |
false |
| Add_BEIs_To_Existing_Batches__c |
Add BEIs To Existing Batches |
Pre-Spring 2018 |
If selected, all existing billing event items are added to an existing billing event instead of creating a new billing event.
|
Checkbox |
false |
| Alert_Threshold__c |
Alert Threshold |
Spring 2020 |
Triggers an email when Percentage Used equals or exceeds the percentage value entered. Apply Billing Cap must be selected and there must also be a contact in the Alert Recipient field.
|
Percent(3,0) |
|
| Allow_Expenses_Without_Assignment__c |
Allow Expenses Without Assignment |
Pre-Spring 2018 |
If this field is checked, then Expense Reports (and Expenses) may be logged for this project without the Resource on the Expense Report needing to have an open and current Assignment for the Project.
|
Checkbox |
false |
| Allow_Self_Staffing__c |
Allow Self-Staffing |
Pre-Spring 2018 |
|
Checkbox |
false |
| Allow_Timecards_Without_Assignment__c |
Allow Timecards Without Assignment |
Pre-Spring 2018 |
If this field is checked, then Timecards may be logged for this project without the Resource on the Timecard needing to have an open and current Assignment for the Project. Such projects are typically called "Global" projects - e.g. Vacation, Sick Leave, Maternity/Paternity Leave.
|
Checkbox |
false |
| Amount__c |
Amount |
Fall 2021 |
The estimated total amount for this estimate before discounts are applied.
|
Currency(18,4) |
|
| Apply_Billing_Cap__c |
Apply Billing Cap |
Spring 2020 |
Checkbox to trigger an email when the project billings total is over a threshold percentage of its bookings total. There must be a contact in the Alert Recipient field and there must also be a value in the Alert Threshold field.
|
Checkbox |
false |
| Auto_Cap_Project_Billing__c |
Auto-Cap Billing |
Fall 2020 |
A checkbox on a project layout that is used to stop the release of billing events that exceed the project's billing cap, if applied.
|
Checkbox |
false |
| Backlog_Last_Update_Date__c |
Backlog: Last Update Date |
Pre-Spring 2018 |
|
DateTime |
|
| Backlog_Last_Updated_By__c |
Backlog: Last Updated By |
Pre-Spring 2018 |
Looks up to: User
|
Lookup |
|
| Baseline_End_Date__c |
Baseline End Date |
Fall 2018 |
End date recorded on the project baseline.
Formula:
Baseline__r.End_Date__c
|
Date |
|
| Baseline_Project_Phase__c |
Baseline Project Phase |
Fall 2018 |
Project phase recorded on the project baseline.
Formula:
Baseline__r.Project_Phase__c
|
Text |
|
| Baseline_Project_Status__c |
Baseline Project Status |
Fall 2018 |
Project status recorded on the project baseline.
Formula:
Baseline__r.Project_Status__c
|
Text |
|
| Baseline_Stage__c |
Baseline Stage |
Fall 2018 |
Stage recorded on the project baseline.
Formula:
Baseline__r.Stage__c
|
Text |
|
| Baseline_Start_Date__c |
Baseline Start Date |
Fall 2018 |
Start date recorded on the project baseline.
Formula:
Baseline__r.Start_Date__c
|
Date |
|
| Baseline__c |
Baseline |
Fall 2018 |
Baseline version of this project.
Looks up to: VersionItem_ProjectDetail__c
|
Lookup |
|
| Batch_Sequence_Number__c |
Batch Sequence Number |
Pre-Spring 2018 |
Formula:
VALUE(Batch_Sequence__c)
|
Number(18,0) |
|
| Batch_Sequence__c |
Batch Sequence |
Pre-Spring 2018 |
Used for reliable sorting of projects so a large collection of projects can be split into batches.
|
AutoNumber |
|
| Billable_Expense_Fee_Flat__c |
Billable Expense Fee Flat |
Pre-Spring 2018 |
Flat fee in Project currency by which to increase the billable amount of any Expense logged for the Project. The calculation will apply any percentage expense fee*before* this flat expense fee amount.
|
Currency(18,2) |
0 |
| Billable_Expense_Fee_Percentage__c |
Billable Expense Fee Percentage |
Pre-Spring 2018 |
Fee percentage by which to increase the billable amount of any Expense logged for the Project. 0% means no increase (default), whereas 100% means double. The calculation will apply the percentage expense fee*before* any flat expense fee.
|
Percent(8,2) |
0 |
| Billable_External_Hours__c |
Billable Hours (External) |
Pre-Spring 2018 |
|
Number(18,2) |
0.00 |
| Billable_Internal_Hours__c |
Billable Hours (Internal) |
Pre-Spring 2018 |
|
Number(18,2) |
0.00 |
| Billed__c |
Billed |
Pre-Spring 2018 |
|
Currency(18,2) |
0.00 |
| Billing_Eligible_Budgets__c |
Billing Eligible Budgets |
Pre-Spring 2018 |
Number of Budgets that are currently available for billing event generation. The maximum number of records you can track is 1999.
|
Number(6,0) |
0 |
| Billing_Eligible_Expenses__c |
Billing Eligible Expenses |
Pre-Spring 2018 |
Number of Expenses that are currently available for billing event generation. The maximum number of records you can track is 1999.
|
Number(6,0) |
0 |
| Billing_Eligible_Last_Updated__c |
Billing Eligible Last Updated |
Pre-Spring 2018 |
When counts of Billing Eligible business records are updated on the Project, this Date field is set to indicate when the data was last captured.
|
Date |
|
| Billing_Eligible_Milestones__c |
Billing Eligible Milestones |
Pre-Spring 2018 |
Number of Milestones that are currently available for billing event generation. The maximum number of records you can track is 1999.
|
Number(6,0) |
0 |
| Billing_Eligible_Misc_Adjustments__c |
Billing Eligible Misc Adjustments |
Pre-Spring 2018 |
Number of Miscellaneous Adjustments that are currently available for billing event generation. The maximum number of records you can track is 1999.
|
Number(6,0) |
0 |
| Billing_Eligible_Timecard_Splits__c |
Billing Eligible Timecard Splits |
Pre-Spring 2018 |
Number of Timecard Splits that are currently available for billing event generation. The maximum number of records you can track is 1999.
|
Number(6,0) |
0 |
| Billing_Queues_Need_Recalc__c |
Billing Queues Need Recalc |
Pre-Spring 2018 |
|
Checkbox |
false |
| Billing_Type__c |
Billing Type |
Pre-Spring 2018 |
|
Picklist:
Fixed Price
Time and Materials |
|
| Billings__c |
Billings |
Pre-Spring 2018 |
|
Currency(18,2) |
0.00 |
| Bookings__c |
Bookings |
Pre-Spring 2018 |
|
Currency(18,2) |
0.00 |
| Closed_for_Expense_Entry__c |
Closed for Expense Entry |
Pre-Spring 2018 |
|
Checkbox |
false |
| Closed_for_Time_Entry__c |
Closed for Time Entry |
Pre-Spring 2018 |
|
Checkbox |
false |
| Company__c |
Company |
Fall 2019 |
Looks up to: fferpcore__Company__c
|
Lookup |
|
| Copy_Child_Records_from_Template_Async__c |
Copy Child Records from Template Async |
Pre-Spring 2018 |
If true, project child records copied using the Create Project From Template UI are created in asynchronous mode.
|
Checkbox |
false |
| Credited_Non_Billable_Internal_Hours__c |
Credited Hours |
Pre-Spring 2018 |
|
Number(18,2) |
0.00 |
| Current_Time_Period_End_Date__c |
Current Time Period End Date |
Pre-Spring 2018 |
|
Date |
TODAY() |
| Current_Time_Period__c |
Current Time Period |
Pre-Spring 2018 |
Looks up to: Time_Period__c
|
Lookup |
|
| Daily_Timecard_Notes_Required__c |
Daily Timecard Notes Required |
Pre-Spring 2018 |
|
Checkbox |
false |
| Discount__c |
Discount (Amount) |
Fall 2021 |
The amount to discount from the total estimated amount for the estimate.
Formula:
Amount__c * Percent_Discount__c
|
Currency(18,2) |
|
| Duration__c |
Duration (Days) |
Fall 2021 |
The duration of the project in days.
Formula:
End_Date__c - Start_Date__c
|
Number(18,0) |
|
| Email_Alert_Recipient__c |
Alert Recipient |
Spring 2020 |
Lookup to available contacts. An email is sent to the selected contact when the value in the Percentage Used field equals or exceeds the value in the Alert Threshold field. No email is sent if this field is blank or if no email address is recorded for the selected contact. Apply Billing Cap must be selected and there must also be a value in the Alert Threshold field.
Looks up to: Contact
|
Lookup |
|
| End_Date__c |
End Date |
Pre-Spring 2018 |
|
Date |
|
| Engagement__c |
Engagement |
Spring 2021 |
Engagement this project relates to.
Looks up to: fferpcore__ff_Engagement__c
|
Lookup |
|
| Estimate_Approval_Status__c |
Approval Status |
Fall 2021 |
The current status of this estimate in the approval process.
|
Picklist:
Approved
Draft
Rejected
Submitted |
"Draft" |
| Estimated_Cost__c |
Estimated Cost |
Fall 2021 |
The estimated total cost of this estimate.
|
Currency(18,4) |
|
| Estimated_Hours_at_Completion__c |
Estimated Hours at Completion |
Spring 2019 |
An estimate of the total hours to be spent on a project. Calculated using Total Submitted Hours plus Scheduled Hours Remaining.
|
Number(18,2) |
|
| Estimated_Margin__c |
Estimated Margin (Amount) |
Fall 2021 |
The difference between the estimated amount and estimated cost for this estimate.
Formula:
Net_Amount__c - Estimated_Cost__c
|
Currency(18,2) |
|
| ExcludeProjectFromDisplayOnBilling__c |
Exclude Project From Display On Billing |
Pre-Spring 2018 |
If selected, excludes the project from displaying on the billing screen.
|
Checkbox |
false |
| Exclude_From_Billing__c |
Exclude From Billing |
Pre-Spring 2018 |
If true, do not include this project when generating billing events
|
Checkbox |
false |
| Exclude_from_Backlog__c |
Exclude from Backlog |
Pre-Spring 2018 |
|
Checkbox |
false |
| Exclude_from_Project_Planner__c |
Exclude from Project Planner |
Pre-Spring 2018 |
Allows exclusion of a project from the project planner
|
Checkbox |
false |
| Exclude_from_Project_Variance_Batch__c |
Exclude from Project Variance Batch |
Spring 2019 |
When checked, excludes a project from the Calculate Hours Variance on Projects batch job that is run from the PSA Administration tab.
|
Checkbox |
false |
| Excluded_Hours__c |
Excluded Hours |
Pre-Spring 2018 |
|
Number(18,2) |
0.00 |
| Expense_Budget__c |
Expense Budget |
Pre-Spring 2018 |
|
Currency(18,2) |
0.00 |
| Expense_Costs__c |
Expense Costs |
Pre-Spring 2018 |
|
Currency(18,2) |
0.00 |
| Expense_Notes__c |
Expense Notes |
Pre-Spring 2018 |
|
TextArea |
|
| Expense__c |
Expense (Amount) |
Fall 2021 |
The expenses to add to the total estimated amount and cost for the estimate.
|
Currency(18,2) |
|
| External_Costs__c |
External Costs |
Pre-Spring 2018 |
|
Currency(18,2) |
0.00 |
| External_Time_Cost__c |
External Time Cost |
Pre-Spring 2018 |
|
Currency(18,2) |
|
| Financial_Status__c |
Financial Status |
Fall 2018 |
Select the current financial status from the picklist. Alternatively, use Process Builder or workflow rules to use your own logic to control the behavior of the corresponding color indicator field.
|
Picklist:
Green
Red
Yellow |
|
| Financial_Visual__c |
Financial Status |
Fall 2018 |
Shows the financial status of the project based on the color selected from the corresponding Financial Status picklist.
Formula:
IF(ISPICKVAL(Financial_Status__c,"Yellow"),IMAGE("/resource/pse__StatusImages/yellow.png","2-Yellow"),IF(ISPICKVAL(Financial_Status__c,"Red"),IMAGE("/resource/pse__StatusImages/red.png","3-Red"),IF(ISPICKVAL(Financial_Status__c,"Green"),IMAGE("/resource/pse__StatusImages/green.png","1-Green"),"")))
|
Text |
|
| Forecast_Curve__c |
Forecast Curve |
Pre-Spring 2018 |
Looks up to: Forecast_Curve__c
|
Lookup |
|
| Group__c |
Group |
Pre-Spring 2018 |
Looks up to: Grp__c
|
Lookup |
|
| Hierarchy_Depth__c |
Hierarchy Depth |
Pre-Spring 2018 |
|
Number(2,0) |
0 |
| Hours_Cut_Off_Date__c |
Hours Cut Off Date |
Spring 2019 |
The date used to calculate a project's variance values. The date last week that corresponds to the last day in the project's work calendar is used. If no work calendar exists, last Sunday's date is used.
|
Date |
|
| Hours_to_Days_Rule__c |
Hours to Days Rule |
Pre-Spring 2018 |
Specifies rules for converting hours to days for timecards against this project
Looks up to: Hours_to_Days_Rule__c
|
Lookup |
|
| Inactive_Project_Backlog__c |
Inactive Project Backlog |
Pre-Spring 2018 |
The amount of backlog (bookings - billings) that was made inactive when the project (and/or sub-projects) became inactive. For parent projects, this is a cumulative value. NOTE: this field is only intended to be updated by PSE.
|
Currency(18,2) |
|
| Include_In_Forecasting__c |
Include In Forecasting |
Pre-Spring 2018 |
Does this project participate in project forecasting?
|
Checkbox |
false |
| Internal_Budget__c |
Internal Budget |
Pre-Spring 2018 |
|
Currency(18,2) |
0.00 |
| Internal_Costs__c |
Internal Costs |
Pre-Spring 2018 |
|
Currency(18,2) |
0.00 |
| Internal_Time_Cost__c |
Internal Time Cost |
Pre-Spring 2018 |
|
Currency(18,2) |
|
| Invoiced__c |
Invoiced |
Pre-Spring 2018 |
|
Currency(18,2) |
0.00 |
| Is_Active__c |
Active |
Pre-Spring 2018 |
|
Checkbox |
false |
| Is_Billable__c |
Billable |
Pre-Spring 2018 |
|
Checkbox |
false |
| Is_Primary_Estimate__c |
Primary Estimate |
Fall 2021 |
Indicates that this estimate is the primary version for the opportunity.
|
Checkbox |
false |
| Is_Template__c |
Template |
Pre-Spring 2018 |
|
Checkbox |
false |
| Jira_Correlation_ID__c |
Jira Correlation ID |
Fall 2019 |
Unique identifier of the project or issue in Jira. Used for synchronization.
|
Text(255) |
|
| Jira_Project_Key__c |
Jira Project Key |
Fall 2019 |
Unique key of the project in Jira used to prefix issue keys.
|
Text(10) |
|
| Jira_Project_Type__c |
Jira Project Type |
Fall 2019 |
Project type in Jira.
|
Picklist:
business
software |
|
| Jira_Project_URL__c |
Jira Project URL |
Fall 2019 |
URL to the related project in Jira.
Formula:
IF(Sync_With_Jira__c && !ISBLANK(Jira_Correlation_ID__c) && (ISPICKVAL(Jira_Project__c , '') || ISPICKVAL(Jira_Project__c , 'None')), HYPERLINK($Setup.Integration_Hub_Connector_Jira_PSA__c.Jira_Application_URL__c + '/browse/' + Jira_Project_Key__c, 'View Project in Jira', '_blank'), IF(Sync_With_Jira__c && !ISBLANK(Jira_Correlation_ID__c) && (!ISBLANK(TEXT(Jira_Project__c))), HYPERLINK($Setup.Integration_Hub_Connector_Jira_PSA__c.Jira_Application_URL__c + '/browse/' + TEXT(Jira_Project__c), 'View Project in Jira', '_blank'),''))
|
Text |
|
| Jira_Project__c |
Jira Project |
Fall 2019 |
Picklist containing available Jira project keys. Key of the Jira project this project will be created as an issue for.
|
Picklist:
None |
|
| Location__c |
Location |
Pre-Spring 2018 |
|
MultiselectPicklist:
ALABAMA
ALASKA
AMERICAN SAMOA
ANZAC
ARIZONA
ARKANSAS
ASIA
CALIFORNIA
CANADA
COLORADO
CONNECTICUT
DELAWARE
DISTRICT OF COLUMBIA
EMEA
FEDERATED STATES OF MICRONESIA
FLORIDA
GEORGIA
GUAM
HAWAII
IDAHO
ILLINOIS
INDIANA
IOWA
KANSAS
KENTUCKY
LATIN AMERICA
LOUISIANA
MAINE
MARSHALL ISLANDS
MARYLAND
MASSACHUSETTS
MEXICO
MICHIGAN
MINNESOTA
MISSISSIPPI
MISSOURI
MONTANA
NEBRASKA
NEVADA
NEW HAMPSHIRE
NEW JERSEY
NEW MEXICO
NEW YORK
NORTH CAROLINA
NORTH DAKOTA
NORTHERN MARIANA ISLANDS
OHIO
OKLAHOMA
OREGON
OTHER
PALAU
PENNSYLVANIA
PUERTO RICO
RHODE ISLAND
SOUTH CAROLINA
SOUTH DAKOTA
TENNESSEE
TEXAS
UTAH
VERMONT
VIRGIN ISLANDS
VIRGINIA
WASHINGTON
WEST VIRGINIA
WISCONSIN
WYOMING |
|
| Margin__c |
Margin |
Pre-Spring 2018 |
Formula:
Billings__c + Pass_Through_Billings__c - Internal_Costs__c - External_Costs__c - Expense_Costs__c - Other_Costs__c
|
Currency(18,2) |
|
| Master_Project__c |
Master Project |
Pre-Spring 2018 |
Looks up to: Proj__c
|
Lookup |
|
| Milestone_Cost__c |
Milestone Cost |
Pre-Spring 2018 |
|
Currency(18,2) |
|
| Net_Amount__c |
Net Amount |
Fall 2021 |
The estimated total amount for this estimate after discounts are applied.
Formula:
Amount__c - Discount__c
|
Currency(18,4) |
|
| Non_Billable_External_Hours__c |
Non-Billable Hours (External) |
Pre-Spring 2018 |
|
Number(18,2) |
0.00 |
| Non_Billable_Internal_Hours__c |
Non-Billable Hours (Internal) |
Pre-Spring 2018 |
|
Number(18,2) |
0.00 |
| Notes__c |
Notes |
Pre-Spring 2018 |
Staffing project notes
|
TextArea |
|
| Opportunity_Owner__c |
Opportunity Owner |
Pre-Spring 2018 |
Looks up to: User
|
Lookup |
|
| Opportunity__c |
Opportunity |
Pre-Spring 2018 |
Looks up to: Opportunity
|
Lookup |
|
| Other_Costs__c |
Other Costs |
Pre-Spring 2018 |
|
Currency(18,2) |
0.00 |
| Parent_Project__c |
Parent Project |
Pre-Spring 2018 |
Looks up to: Proj__c
|
Lookup |
|
| Pass_Through_Billings__c |
Pass-Through Billings |
Pre-Spring 2018 |
|
Currency(18,2) |
0.00 |
| Percent_Discount__c |
Discount (%) |
Fall 2021 |
The percentage to discount from the total estimated amount for the estimate.
|
Percent(18,2) |
0 |
| Percent_Estimated_Margin__c |
Estimated Margin (%) |
Fall 2021 |
The estimated margin as a percentage of the total estimated amount.
Formula:
Estimated_Margin__c / Net_Amount__c
|
Percent(18,2) |
|
| Percent_Hours_Complete__c |
Percent Hours Complete |
Spring 2019 |
The percentage of hours already completed on the project. Calculated using Total Submitted Hours divided by Estimated Hours at Completion multiplied by 100.
|
Percent(18,0) |
|
| Percent_Hours_Completed_For_Recognition__c |
% Hours Completed for Recognition |
Spring 2020 |
Percentage of hours completed on this project, to be used in Revenue Forecasting calculations. The value is calculated in the following way: (Sum of approved timecard hours/Value in the field selected from the Total Hours Field on Project picklist on the relevant Forecast Setup record) multiplied by 100. If there is no active forecast setup record, the Total Hours Field on Project defaults to Estimated Hours at Completion. This field is only populated when "% Complete" is displayed in the Recognition Method field, or when you are using the integration with FinancialForce Revenue Management and this project looks up to a FinancialForce Revenue Management template of type "% Complete".
|
Percent(5,2) |
|
| Percentage_Used__c |
Percentage Used |
Spring 2020 |
The percentage of bookings that are already ready-to-bill, including any pre-billed amount.
Formula:
IF( OR( Bookings__c = 0.00, ISBLANK( Bookings__c ) , Apply_Billing_Cap__c = false) , null, (Billings__c + Pre_Billed__c) / Bookings__c)
|
Percent(3,0) |
|
| Planned_Hours__c |
Planned Hours |
Pre-Spring 2018 |
|
Number(18,2) |
|
| Practice__c |
Practice |
Pre-Spring 2018 |
Looks up to: Practice__c
|
Lookup |
|
| Pre_Bill_Type__c |
Pre-Bill Type |
Pre-Spring 2018 |
|
Picklist:
Full
None
Partial |
|
| Pre_Billed__c |
Pre-Billed |
Pre-Spring 2018 |
|
Currency(18,2) |
0.00 |
| Project_ID_Chain__c |
Project ID Chain |
Pre-Spring 2018 |
|
Text(255) |
|
| Project_ID__c |
Project ID |
Pre-Spring 2018 |
|
AutoNumber |
|
| Project_Manager__c |
Project Manager |
Pre-Spring 2018 |
Person responsible for this project (optional). If not provided, it's assumed that the record Owner is the project manager.
Looks up to: Contact
|
Lookup |
|
| Project_Name_Chain__c |
Project Name Chain |
Pre-Spring 2018 |
|
Text(255) |
|
| Project_Phase__c |
Project Phase |
Pre-Spring 2018 |
|
Picklist:
Deployment
Design
Development
Maintenance
Planning
Requirements
Strategy
Support
Testing
Training |
|
| Project_Status_Notes__c |
Project Status Notes |
Pre-Spring 2018 |
|
TextArea |
|
| Project_Status__c |
Project Status |
Pre-Spring 2018 |
Select the current project status from the picklist. Alternatively, use Process Builder or workflow rules to use your own logic to control the behavior of the corresponding color indicator field.
|
Picklist:
Green
Red
Yellow |
|
| Project_Type__c |
Project Type |
Pre-Spring 2018 |
A descriptive classification of the project
|
Picklist:
Customer Project
Internal
Paid Time Off |
|
| Rate_Card_Discount_Limit__c |
Rate Card Discount Limit |
Pre-Spring 2018 |
The rate card's minimum suggested bill rate to which the discount will be applied.
|
Number(18,4) |
|
| Rate_Card_Percentage_Discount__c |
Rate Card Percentage Discount |
Pre-Spring 2018 |
The discount in percent applicable on a rate card's suggested bill rate when creating or updating a resource request or assignment on a project.
|
Percent(5,2) |
|
| Rate_Card_Set__c |
Rate Card Set |
Pre-Spring 2018 |
A rate card set, composed of multiple separate rate cards, determines which rate cards are applied to a project
Looks up to: Rate_Card_Set__c
|
Lookup |
|
| Recognition_Method__c |
Recognition Method |
Fall 2019 |
The recognition method to apply to this record for revenue forecasting.
|
Picklist |
|
| Region__c |
Region |
Pre-Spring 2018 |
Looks up to: Region__c
|
Lookup |
|
| Remaining_Amount__c |
Remaining Amount |
Spring 2020 |
The bookings amount minus ready-to-bill records and any pre-billed amount.
Formula:
IF( OR( Bookings__c = 0.00, Apply_Billing_Cap__c = false) , NULL , Bookings__c - (Billings__c + Pre_Billed__c ) )
|
Currency(18,2) |
|
| Requires_Dependency_Sync__c |
Requires Dependency Sync |
Pre-Spring 2018 |
|
Checkbox |
false |
| Revenue_Forecast_Batch_Update_Pending__c |
Revenue Forecast Batch Update Pending |
Fall 2019 |
Indicates when this project is queued ready for revenue forecast processing. This is a system controlled field.
|
Checkbox |
false |
| Revenue_Forecast_Last_Updated__c |
Revenue Forecast Last Updated |
Fall 2019 |
Date and time when this revenue forecast was last updated.
|
DateTime |
|
| Revenue_Forecast_Processing_Status__c |
Revenue Forecast Processing Status |
Fall 2019 |
The processing status of this revenue forecast.
|
Picklist:
Complete
Error
Not Started
Pending
Processing |
|
| Revenue__c |
Revenue |
Pre-Spring 2018 |
|
Currency(18,2) |
0.00 |
| Schedule_Status__c |
Schedule Status |
Fall 2018 |
Select the current schedule status from the picklist. Alternatively, use Process Builder or workflow rules to use your own logic to control the behavior of the corresponding color indicator field.
|
Picklist:
Green
Red
Yellow |
|
| Schedule_Visual__c |
Schedule Status |
Fall 2018 |
Shows whether the project is on schedule, based on the color selected from the corresponding Schedule Status picklist.
Formula:
IF(ISPICKVAL(Schedule_Status__c,"Yellow"),IMAGE("/resource/pse__StatusImages/yellow.png","2-Yellow"),IF(ISPICKVAL(Schedule_Status__c,"Red"),IMAGE("/resource/pse__StatusImages/red.png","3-Red"),IF(ISPICKVAL(Schedule_Status__c,"Green"),IMAGE("/resource/pse__StatusImages/green.png","1-Green"),"")))
|
Text |
|
| Scheduled_Backlog_Calculated_Date__c |
Scheduled Backlog Calculated Date |
Pre-Spring 2018 |
|
Date |
Today() |
| Scheduled_Backlog_End_Date__c |
Scheduled Backlog End Date |
Pre-Spring 2018 |
|
Date |
|
| Scheduled_Hours_Remaining__c |
Scheduled Hours Remaining |
Spring 2019 |
The number of hours not yet spent on a project. Calculated using assignments whose end date comes after the Hours Cut Off Date and takes into account scheduled hours and schedule exceptions.
|
Number(18,2) |
|
| Scheduled_Milestone__c |
Scheduled Milestone |
Pre-Spring 2018 |
|
Currency(18,2) |
|
| Scheduled_Time__c |
Scheduled Time |
Pre-Spring 2018 |
|
Currency(18,2) |
|
| Scope_Status__c |
Scope Status |
Fall 2018 |
Select the current scope status from the picklist. Alternatively, use Process Builder or workflow rules to use your own logic to control the behavior of the corresponding color indicator field.
|
Picklist:
Green
Red
Yellow |
|
| Scope_Visual__c |
Scope Status |
Fall 2018 |
Shows whether the project is in scope, based on the color selected from the corresponding Scope Status picklist.
Formula:
IF(ISPICKVAL(Scope_Status__c,"Yellow"),IMAGE("/resource/pse__StatusImages/yellow.png","2-Yellow"),IF(ISPICKVAL(Scope_Status__c,"Red"),IMAGE("/resource/pse__StatusImages/red.png","3-Red"),IF(ISPICKVAL(Scope_Status__c,"Green"),IMAGE("/resource/pse__StatusImages/green.png","1-Green"),"")))
|
Text |
|
| Send_to_Third_Party_Expenses_Application__c |
Send to Third-Party Expenses Application |
Spring 2019 |
Controls whether or not the project is sent to a third-party expenses application.
Formula:
AND(Is_Active__c, NOT(Closed_for_Expense_Entry__c))
|
Checkbox |
|
| Services_Billing_Time_Period_Type__c |
Services Billing Time Period Type |
Pre-Spring 2018 |
|
Picklist:
Month
Quarter
Week
Year |
|
| Share_with_Project_Manager__c |
Share with Project Manager |
Pre-Spring 2018 |
If true, sharing rules are created for this record and its children so that the user designated as Project Manager has access to them.
|
Checkbox |
false |
| Share_with_Project_Resources__c |
Share with Project Resources |
Pre-Spring 2018 |
|
Checkbox |
false |
| Stage__c |
Stage |
Pre-Spring 2018 |
|
Picklist:
Canceled
Completed
In Progress
Missing Paperwork
On Hold
Planned |
|
| Start_Date__c |
Start Date |
Pre-Spring 2018 |
|
Date |
|
| Status_Visual__c |
Project Status |
Fall 2018 |
Shows the status of the project based on the color selected from the corresponding Project Status picklist.
Formula:
IF(ISPICKVAL(Project_Status__c,"Yellow"),IMAGE("/resource/pse__StatusImages/yellow.png","2-Yellow"),IF(ISPICKVAL(Project_Status__c,"Red"),IMAGE("/resource/pse__StatusImages/red.png","3-Red"),IF(ISPICKVAL(Project_Status__c,"Green"),IMAGE("/resource/pse__StatusImages/green.png","1-Green"),"")))
|
Text |
|
| Sync_With_Jira__c |
Sync with Jira |
Fall 2019 |
Controls whether the project is synchronized with Jira.
|
Checkbox |
false |
| Tasks_Total_Percent_Complete_Points__c |
Tasks Total Percent Complete (Points) |
Pre-Spring 2018 |
Formula:
IF (Tasks_Total_Points__c=0, 0, Tasks_Total_Points_Complete__c/Tasks_Total_Points__c)
|
Percent(18,2) |
|
| Tasks_Total_Points_Complete__c |
Tasks Total Points Complete |
Pre-Spring 2018 |
|
Number(11,2) |
0 |
| Tasks_Total_Points__c |
Tasks Total Points |
Pre-Spring 2018 |
|
Number(11,2) |
0 |
| Time_Credited__c |
Time Credited |
Pre-Spring 2018 |
This checkbox should be checked for non-billable projects for which consulting time is credited towards utilization.
|
Checkbox |
false |
| Time_Excluded__c |
Time Excluded |
Pre-Spring 2018 |
This checkbox should be checked for non-billable projects for which time should neither count for or against utilization.
|
Checkbox |
false |
| Time_Zone__c |
Time Zone |
Fall 2019 |
The project's time zone. All project task start and end times use this time zone.
|
Picklist:
Africa/Algiers
Africa/Cairo
Africa/Casablanca
Africa/Johannesburg
Africa/Nairobi
America/Adak
America/Anchorage
America/Argentina/Buenos_Aires
America/Bogota
America/Caracas
America/Chicago
America/Denver
America/El_Salvador
America/Halifax
America/Indiana/Indianapolis
America/Lima
America/Los_Angeles
America/Mazatlan
America/Mexico_City
America/New_York
America/Panama
America/Phoenix
America/Puerto_Rico
America/Santiago
America/Sao_Paulo
America/Scoresbysund
America/St_Johns
America/Tijuana
Asia/Baghdad
Asia/Baku
Asia/Bangkok
Asia/Beirut
Asia/Colombo
Asia/Dhaka
Asia/Dubai
Asia/Ho_Chi_Minh
Asia/Hong_Kong
Asia/Jakarta
Asia/Jerusalem
Asia/Kabul
Asia/Kamchatka
Asia/Karachi
Asia/Kathmandu
Asia/Kolkata
Asia/Kuala_Lumpur
Asia/Kuwait
Asia/Manila
Asia/Rangoon
Asia/Riyadh
Asia/Seoul
Asia/Shanghai
Asia/Singapore
Asia/Taipei
Asia/Tashkent
Asia/Tbilisi
Asia/Tehran
Asia/Tokyo
Asia/Yekaterinburg
Asia/Yerevan
Atlantic/Azores
Atlantic/Bermuda
Atlantic/Cape_Verde
Atlantic/South_Georgia
Australia/Adelaide
Australia/Brisbane
Australia/Darwin
Australia/Lord_Howe
Australia/Perth
Australia/Sydney
Europe/Amsterdam
Europe/Athens
Europe/Berlin
Europe/Brussels
Europe/Bucharest
Europe/Dublin
Europe/Helsinki
Europe/Istanbul
Europe/Lisbon
Europe/London
Europe/Minsk
Europe/Moscow
Europe/Paris
Europe/Prague
Europe/Rome
GMT
Pacific/Auckland
Pacific/Chatham
Pacific/Enderbury
Pacific/Fiji
Pacific/Gambier
Pacific/Guadalcanal
Pacific/Honolulu
Pacific/Kiritimati
Pacific/Marquesas
Pacific/Niue
Pacific/Norfolk
Pacific/Pago_Pago
Pacific/Pitcairn
Pacific/Tongatapu |
|
| Total_Assigned_Hours__c |
Total Assigned Hours |
Pre-Spring 2018 |
|
Number(18,2) |
|
| Total_Costs__c |
Total Costs |
Pre-Spring 2018 |
Formula:
Internal_Costs__c + External_Costs__c + Expense_Costs__c + Other_Costs__c
|
Currency(18,2) |
|
| Total_Number_of_Tasks__c |
Total Number of Tasks |
Pre-Spring 2018 |
|
Number(8,0) |
0 |
| Total_Projected_Revenue_From_Assignments__c |
Total Projected Revenue From Assignments |
Pre-Spring 2018 |
|
Currency(18,2) |
|
| Total_Submitted_Hours__c |
Total Submitted Hours |
Spring 2019 |
The number of hours spent on a project. Calculated using the total hours on submitted or approved timecards, when the Assignment lookup is not blank and the end date is before or the same as the date in the Hours Cut Off Date field.
|
Number(18,2) |
|
| Unscheduled_Backlog__c |
Unscheduled Backlog |
Pre-Spring 2018 |
|
Currency(18,2) |
0.00 |
| Variance_From_Plan__c |
Variance from Plan |
Spring 2019 |
The difference between the number of planned project hours and the number of submitted or approved timecard hours. Calculated using Planned Hours on a project minus Total Submitted Hours.
|
Number(18,2) |
|
| Variance_at_Completion__c |
Variance at Completion |
Spring 2019 |
The difference between the original number of planned project hours and the Estimated Hours at Completion. Calculated using Planned Hours on a project minus Estimated Hours at Completion.
|
Number(18,2) |
|
| Work_Calendar__c |
Work Calendar |
Pre-Spring 2018 |
Looks up to: Work_Calendar__c
|
Lookup |
|
