Professional Services Automation Data Dictionary

Project_Actuals__c

Label: Project Actuals

Represents rolled-up revenues and costs expressed in the project currency for a particular time period, as well as total hours for the parent project. Projects and time periods have a master-detail relationship with project actuals.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Billable_External_Hours__c Billable Hours (External) Pre-Spring 2018 Billable timecard hours from external resources.

Number(18,2) 0.00
Billable_Internal_Hours__c Billable Hours (Internal) Pre-Spring 2018 Billable timecard hours from internal resources.

Number(18,2) 0.00
Billed__c Billed Pre-Spring 2018 Sum of the amounts marked as billed.

Currency(18,2) 0.00
Billings__c Billings Pre-Spring 2018 Sum of of ready-to-bill revenue from business records.

Currency(18,2) 0.00
Bookings__c Bookings Pre-Spring 2018 Sum of amount from Customer POs and Customer PO Change budgets.

Currency(18,2) 0.00
Credited_Non_Billable_Internal_Hours__c Credited Hours Pre-Spring 2018 Credited Non-Billable timecard hours from internal resource.

Number(18,2) 0.00
End_Date__c End Date Pre-Spring 2018 Formula:
Time_Period__r.End_Date__c
Date
Excluded_Hours__c Excluded Hours Pre-Spring 2018 Excluded Non-Billable timecard hours from internal resource.

Number(18,2) 0.00
Expense_Budget__c Expense Budget Pre-Spring 2018 Sum of expense amount from budgets.

Currency(18,2) 0.00
Expense_Costs__c Expense Costs Pre-Spring 2018 Sum of costs associated with expenses.

Currency(18,2) 0.00
External_Costs__c External Costs Pre-Spring 2018 Sum of costs from external resources.

Currency(18,2) 0.00
Has_Difference_In_Verification__c Has Difference in Verification Fall 2021 Formula to identify the differences between actuals and verification actuals.

Formula:
AND( NOT(ISBLANK(pse__Verified_By__c)), OR( (ROUND(pse__Bookings__c, 2) != ROUND(pse__Verified_By__r.pse__Bookings__c, 2)), (ROUND(pse__Pre_Billed__c, 2) != ROUND(pse__Verified_By__r.pse__Pre_Billed__c, 2)), (ROUND(pse__Billings__c, 2) != ROUND(pse__Verified_By__r.pse__Billings__c, 2)), (ROUND(pse__Billings__c, 2) != ROUND(pse__Verified_By__r.pse__Billings__c, 2)), (ROUND(pse__Billable_External_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Billable_External_Hours__c, 2)), (ROUND(pse__Billable_Internal_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Billable_Internal_Hours__c, 2)), (ROUND(pse__Billed__c, 2) != ROUND(pse__Verified_By__r.pse__Billed__c, 2)), (ROUND(pse__Credited_Non_Billable_Internal_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Credited_Non_Billable_Internal_Hours__c, 2)), (ROUND(pse__Excluded_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Excluded_Hours__c, 2)), (ROUND(pse__Internal_Budget__c, 2) != ROUND(pse__Verified_By__r.pse__Internal_Budget__c, 2)), (ROUND(pse__Expense_Budget__c, 2) != ROUND(pse__Verified_By__r.pse__Expense_Budget__c, 2)), (ROUND(pse__Expense_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__Expense_Costs__c, 2)), (ROUND(pse__External_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__External_Costs__c, 2)), (ROUND(pse__Internal_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__Internal_Costs__c, 2)), (ROUND(pse__Invoiced__c, 2) != ROUND(pse__Verified_By__r.pse__Invoiced__c, 2)), (ROUND(pse__Non_Billable_External_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Non_Billable_External_Hours__c, 2)), (ROUND(pse__Non_Billable_Internal_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Non_Billable_Internal_Hours__c, 2)), (ROUND(pse__Other_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__Other_Costs__c, 2)), (ROUND(pse__Pass_Through_Billings__c, 2) != ROUND(pse__Verified_By__r.pse__Pass_Through_Billings__c, 2)), (ROUND(pse__Revenue__c, 2) != ROUND(pse__Verified_By__r.pse__Revenue__c, 2)), (ROUND(pse__Total_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__Total_Costs__c, 2)), NRV_Has_Difference_In_Verification__c ) )
Checkbox
Internal_Budget__c Internal Budget Pre-Spring 2018 Sum of Internal Budget and Internal Budget Change Request amounts.

Currency(18,2) 0.00
Internal_Costs__c Internal Costs Pre-Spring 2018 Sum of costs from internal resources.

Currency(18,2) 0.00
Invoiced__c Invoiced Pre-Spring 2018 Sum of the invoiced amounts.

Currency(18,2) 0.00
Is_Verification__c Is Verification Pre-Spring 2018 Contains true if this record serves to verify the contents of another record

Checkbox false
Margin__c Margin Pre-Spring 2018 Sum of Billings and Pass-Through Billings minus Total Costs.

Formula:
Billings__c + Pass_Through_Billings__c - Internal_Costs__c - External_Costs__c - Expense_Costs__c - Other_Costs__c
Currency(18,2)
NRV_Billable_External_Hours__c NRV Billable Hours (External) Summer 2023 Non-rolled up value (NRV) of billable timecard hours from external resources. Derived from this project alone, separate from child project roll ups.

Number(18,2) 0.00
NRV_Billable_Internal_Hours__c NRV Billable Hours (Internal) Summer 2023 Non-rolled up value (NRV) of billable timecard hours from internal resources. Derived from this project alone, separate from child project roll ups.

Number(18,2) 0.00
NRV_Billed__c NRV Billed Summer 2023 Non-rolled up value (NRV) of the amounts marked as billed. Derived from this project alone, separate from child project roll ups.

Currency(18,2) 0.00
NRV_Billings__c NRV Billings Summer 2023 Non-rolled up value (NRV) of ready-to-bill revenue from business records. Derived from this project alone, separate from child project roll ups.

Currency(18,2) 0.00
NRV_Bookings__c NRV Bookings Summer 2023 Non-rolled up value (NRV) of Customer POs and Customer PO Change Order budget amounts. Derived from this project alone, separate from child project roll ups.

Currency(18,2) 0.00
NRV_Credited_Non_Billable_Internal_Hours__c NRV Credited Hours Summer 2023 Non-rolled up value (NRV) of credited Non-Billable timecard hours from internal resource. Derived from this project alone, separate from child project roll ups.

Number(18,2) 0.00
NRV_Excluded_Hours__c NRV Excluded Hours Summer 2023 Non-rolled up value (NRV) of excluded Non-Billable timecard hours from internal resource. Derived from this project alone, separate from child project roll ups.

Number(18,2) 0.00
NRV_Expense_Budget__c NRV Expense Budget Summer 2023 Non-rolled up value (NRV) of expense budget amounts. Derived from this project alone, separate from child project roll ups.

Currency(18,2) 0.00
NRV_Expense_Costs__c NRV Expense Costs Summer 2023 Non-rolled up value (NRV) of costs associated with expenses. Derived from this project alone, separate from child project roll ups.

Currency(18,2) 0.00
NRV_External_Costs__c NRV External Costs Summer 2023 Non-rolled up value (NRV) of costs from external resources. Derived from this project alone, separate from child project roll ups.

Currency(18,2) 0.00
NRV_Has_Difference_In_Verification__c NRV Difference in Verification Summer 2023 Formula to identify the differences between actuals and verification actuals for NRV fields. This formula is used in Has_Difference_In_Verification__c.

Formula:
AND( NOT(ISBLANK(pse__Verified_By__c)), OR( (ROUND(pse__NRV_Bookings__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Bookings__c, 2)), (ROUND(pse__NRV_Pre_Billed__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Pre_Billed__c, 2)), (ROUND(pse__NRV_Billings__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Billings__c, 2)), (ROUND(pse__NRV_Billings__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Billings__c, 2)), (ROUND(pse__NRV_Billable_External_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Billable_External_Hours__c, 2)), (ROUND(pse__NRV_Billable_Internal_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Billable_Internal_Hours__c, 2)), (ROUND(pse__NRV_Billed__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Billed__c, 2)), (ROUND(pse__NRV_Credited_Non_Billable_Internal_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Credited_Non_Billable_Internal_Hours__c, 2)), (ROUND(pse__NRV_Excluded_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Excluded_Hours__c, 2)), (ROUND(pse__NRV_Internal_Budget__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Internal_Budget__c, 2)), (ROUND(pse__NRV_Expense_Budget__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Expense_Budget__c, 2)), (ROUND(pse__NRV_Expense_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Expense_Costs__c, 2)), (ROUND(pse__NRV_External_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_External_Costs__c, 2)), (ROUND(pse__NRV_Internal_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Internal_Costs__c, 2)), (ROUND(pse__NRV_Invoiced__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Invoiced__c, 2)), (ROUND(pse__NRV_Non_Billable_External_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Non_Billable_External_Hours__c, 2)), (ROUND(pse__NRV_Non_Billable_Internal_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Non_Billable_Internal_Hours__c, 2)), (ROUND(pse__NRV_Other_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Other_Costs__c, 2)), (ROUND(pse__NRV_Pass_Through_Billings__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Pass_Through_Billings__c, 2)), (ROUND(pse__NRV_Revenue__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Revenue__c, 2)), (ROUND(pse__NRV_Total_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Total_Costs__c, 2)) ) )
Checkbox
NRV_Internal_Budget__c NRV Internal Budget Summer 2023 Non-rolled up value (NRV) of Internal Budget and Internal Budget Change Request amounts. Derived from this project alone, separate from child project roll ups.

Currency(18,2) 0.00
NRV_Internal_Costs__c NRV Internal Costs Summer 2023 Non-rolled up value (NRV) of costs from internal resources. Derived from this project alone, separate from child project roll ups.

Currency(18,2) 0.00
NRV_Invoiced__c NRV Invoiced Summer 2023 Non-rolled up value (NRV) of the invoiced amounts. Derived from this project alone, separate from child project roll ups.

Currency(18,2) 0.00
NRV_Margin__c NRV Margin Summer 2023 Non-rolled up value (NRV) of Billings and Pass-Through Billings minus Total Costs. Derived from this project alone, separate from child project roll ups.

Formula:
NRV_Billings__c + NRV_Pass_Through_Billings__c - NRV_Internal_Costs__c - NRV_External_Costs__c - NRV_Expense_Costs__c - NRV_Other_Costs__c
Currency(18,2)
NRV_Non_Billable_External_Hours__c NRV Non-Billable Hours (External) Summer 2023 Non-rolled up value (NRV) of Non-Billable timecard hours from external resources. Derived from this project alone, separate from child project roll ups.

Number(18,2) 0.00
NRV_Non_Billable_Internal_Hours__c NRV Non-Billable Hours (Internal) Summer 2023 Non-rolled up value (NRV) of Non-Billable timecard hours from internal resources. Derived from this project alone, separate from child project roll ups.

Number(18,2) 0.00
NRV_Other_Costs__c NRV Other Costs Summer 2023 Non-rolled up value (NRV) of miscellaneous adjustment other cost amounts. Derived from this project alone, separate from child project roll ups.

Currency(18,2) 0.00
NRV_Pass_Through_Billings__c NRV Pass-Through Billings Summer 2023 Non-rolled up value (NRV) of Billable expense and miscellaneous adjustment pass-through-ready-to-bill revenue amounts. Derived from this project alone, separate from child project roll ups.

Currency(18,2) 0.00
NRV_Pre_Billed__c NRV Pre-Billed Summer 2023 Non-rolled up value (NRV) of pre-billed amounts from budgets or miscellaneous adjustments. Derived from this project alone, separate from child project roll ups.

Currency(18,2) 0.00
NRV_Revenue__c NRV Revenue Summer 2023 Non-rolled up value (NRV) of miscellaneous adjustment revenue amounts. Derived from this project alone, separate from child project roll ups.

Currency(18,2) 0.00
NRV_Total_Costs__c NRV Total Costs Summer 2023 Non-rolled up value (NRV) of internal, external, expense and other costs. Derived from this project alone, separate from child project roll ups.

Formula:
NRV_Internal_Costs__c + NRV_External_Costs__c + NRV_Expense_Costs__c + NRV_Other_Costs__c
Currency(18,2)
Non_Billable_External_Hours__c Non-Billable Hours (External) Pre-Spring 2018 Non-Billable timecard hours from external resources.

Number(18,2) 0.00
Non_Billable_Internal_Hours__c Non-Billable Hours (Internal) Pre-Spring 2018 Non-Billable timecard hours from internal resources.

Number(18,2) 0.00
Other_Costs__c Other Costs Pre-Spring 2018 Sum of miscellaneous adjustment other cost amounts.

Currency(18,2) 0.00
Pass_Through_Billings__c Pass-Through Billings Pre-Spring 2018 Sum of Billable expense and miscellaneous adjustment pass-through-ready-to-bill revenue amounts.

Currency(18,2) 0.00
Pre_Billed__c Pre-Billed Pre-Spring 2018 Sum of pre-billed amounts from budgets or miscellaneous adjustments.

Currency(18,2) 0.00
Project_Manager__c Project Manager Pre-Spring 2018 Formula:
Project__r.Project_Manager__r.FirstName & " " & Project__r.Project_Manager__r.LastName
Text
Project__c Project Pre-Spring 2018 Looks up to: Proj__c
MasterDetail
Revenue__c Revenue Pre-Spring 2018 Sum of revenue amount from miscellaneous adjustments.

Currency(18,2) 0.00
Scheduled_Backlog_Calculated_Date__c Scheduled Backlog Calculated Date Pre-Spring 2018 Date Today()
Scheduled_Milestone__c Scheduled Milestone Pre-Spring 2018 Currency(18,2)
Scheduled_Time__c Scheduled Time Pre-Spring 2018 Currency(18,2)
Start_Date__c Start Date Pre-Spring 2018 Formula:
Time_Period__r.Start_Date__c
Date
Time_Period_Type__c Time Period Type Pre-Spring 2018 Formula:
TEXT( Time_Period__r.Type__c )
Text
Time_Period__c Time Period Pre-Spring 2018 Looks up to: Time_Period__c
MasterDetail
Total_Costs__c Total Costs Pre-Spring 2018 Sum of internal, external, expense and other costs.

Formula:
Internal_Costs__c + External_Costs__c + Expense_Costs__c + Other_Costs__c
Currency(18,2)
Unique_Name__c Unique Name Pre-Spring 2018 Text(80)
Unscheduled_Backlog__c Unscheduled Backlog Pre-Spring 2018 Currency(18,2)
Verified_By__c Verified By Pre-Spring 2018 Self-join to store a temporary recalculation of the actuals for verification purposes

Looks up to: Project_Actuals__c
Lookup


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