| AccountId__c |
AccountId |
Pre-Spring 2018 |
The Id of the Account associated with the related Opportunity, if one exists; otherwise, the Id of the Account associated with the related Project, if one exists.
Formula:
IF(AND(NOT(ISNULL(Opportunity__c)),NOT(Opportunity__c=''),NOT(ISNULL(Opportunity__r.AccountId)),NOT(Opportunity__r.AccountId='')), Opportunity__r.AccountId, IF(AND(NOT(ISNULL(Project__c)),NOT(Project__c=''),NOT(ISNULL(Project__r.Account__c)),NOT(Project__r.Account__c='')),Project__r.Account__c,null))
|
Text |
|
| Account_Link__c |
Account Link |
Pre-Spring 2018 |
A link to the Account associated with the related Opportunity, if one exists; otherwise, a link to the Account associated with the related Project, if one exists.
Formula:
IF(ISNULL(AccountId__c),'',HYPERLINK('/'&AccountId__c, IF(ISNULL(Account__c),AccountId__c,Account__c)))
|
Text |
|
| Account__c |
Account |
Pre-Spring 2018 |
The Name of the Account associated with the related Opportunity, if one exists; otherwise, the Name of the Account associated with the related Project, if one exists.
Formula:
IF(AND(NOT(ISNULL(Opportunity__c)),NOT(Opportunity__c=''),NOT(ISNULL(Opportunity__r.AccountId)),NOT(Opportunity__r.AccountId=''),NOT(ISNULL(Opportunity__r.Account.Name)),NOT(ISBLANK(Opportunity__r.Account.Name))),Opportunity__r.Account.Name, IF(AND(NOT(ISNULL(Project__c)),NOT(Project__c=''),NOT(ISNULL(Project__r.Account__c)),NOT(Project__r.Account__c=''),NOT(ISNULL(Project__r.Account__r.Name)),NOT(ISBLANK(Project__r.Account__r.Name))),Project__r.Account__r.Name,null))
|
Text |
|
| Allow_Candidates_to_Self_Nominate__c |
Allow Candidates to Self-Nominate |
Fall 2021 |
If selected, allows prospective candidates to view this resource request and express interest. An assignment is not created.
|
Checkbox |
false |
| Assignment__c |
Assignment |
Pre-Spring 2018 |
Looks up to: Assignment__c
|
Lookup |
|
| Average_Cost_Rate_Currency_Code__c |
Average Cost Rate Currency Code |
Pre-Spring 2018 |
|
Text(3) |
|
| Average_Cost_Rate_Number__c |
Average Cost Rate Number |
Pre-Spring 2018 |
|
Number(18,2) |
|
| Average_Cost_Rate__c |
Average Cost Rate |
Pre-Spring 2018 |
Formula:
Average_Cost_Rate_Currency_Code__c & ' ' & TEXT(Average_Cost_Rate_Number__c)
|
Text |
|
| Eligible_for_Schedule_Recalculation__c |
Eligible for Schedule Recalculation |
Pre-Spring 2018 |
|
Checkbox |
false |
| End_Date__c |
End Date |
Pre-Spring 2018 |
|
Date |
|
| Exclude_From_Utilization__c |
Exclude from Utilization |
Spring 2020 |
If selected, this resource request is excluded from utilization calculations.
|
Checkbox |
false |
| Exclude_from_Planners__c |
Exclude from Planners |
Pre-Spring 2018 |
When selected, excludes the resource request from Work Planners and from the Resource and Project Planners. Any excluded resource requests are omitted from totals calculations in all planners and from color coding in the Resource and Project Planners.
|
Checkbox |
false |
| Group__c |
Group |
Pre-Spring 2018 |
Looks up to: Grp__c
|
Lookup |
|
| Information_for_Prospective_Candidates__c |
Information for Prospective Candidates |
Fall 2021 |
Details to help prospective candidates decide whether to self-nominate for this resource request.
|
TextArea |
|
| Latitude_PSA__c |
Latitude (PSA) |
Pre-Spring 2018 |
|
Number(10,8) |
|
| Longitude_PSA__c |
Longitude (PSA) |
Pre-Spring 2018 |
|
Number(11,8) |
|
| Milestone__c |
Milestone |
Pre-Spring 2018 |
Looks up to: Milestone__c
|
Lookup |
|
| Notes__c |
Notes |
Pre-Spring 2018 |
|
TextArea |
|
| Opportunity_Probability__c |
Opportunity Probability (%) |
Pre-Spring 2018 |
Formula:
Opportunity__r.Probability
|
Percent(18,2) |
|
| Opportunity__c |
Opportunity |
Pre-Spring 2018 |
Looks up to: Opportunity
|
Lookup |
|
| Percent_Allocated__c |
Percent Allocated |
Pre-Spring 2018 |
|
Percent(3,0) |
1 |
| Planned_Bill_Rate__c |
Planned Bill Rate |
Pre-Spring 2018 |
This field is the bill rate used during the planning activities for an assignment to assess potential value. It is mainly used for fixed price projects where the actual bill rate is 0
|
Currency(18,4) |
|
| Practice__c |
Practice |
Pre-Spring 2018 |
Looks up to: Practice__c
|
Lookup |
|
| Preferred_Schedule__c |
Preferred Schedule |
Pre-Spring 2018 |
Looks up to: Schedule__c
|
Lookup |
|
| Primary_Skill_Certification__c |
Primary Skill or Certification |
Pre-Spring 2018 |
Looks up to: Skill__c
|
Lookup |
|
| Primary_Skill_Minimum_Rating__c |
Primary Skill Minimum Rating |
Pre-Spring 2018 |
Added to simplify reports. Not intended for editing.
|
Text(255) |
|
| Processing_Stage__c |
Processing Stage |
Summer 2022 |
If set, this indicates the current processing stage of the resource request.
|
Picklist:
Auto-Assign Initiated
Auto-Assigned
Eligible for Auto-Assign |
|
| Project__c |
Project |
Pre-Spring 2018 |
Looks up to: Proj__c
|
Lookup |
|
| Rate_Card__c |
Rate Card |
Pre-Spring 2018 |
Looks up to: Rate_Card__c
|
Lookup |
|
| Region__c |
Region |
Pre-Spring 2018 |
Looks up to: Region__c
|
Lookup |
|
| Related_Resource_Request_Staffed_On__c |
Related Resource Request Staffed On |
Pre-Spring 2018 |
Date and time on which a resource request in the same resource request set was staffed.
|
DateTime |
|
| Request_Billable_Amount__c |
Request Billable Amount |
Pre-Spring 2018 |
Formula:
Requested_Bill_Rate__c * SOW_Hours__c
|
Number(18,2) |
|
| Request_Priority__c |
Request Priority |
Pre-Spring 2018 |
|
Picklist:
High
Low
Normal |
|
| Requested_Bill_Rate__c |
Requested Bill Rate |
Pre-Spring 2018 |
|
Currency(18,4) |
|
| Resource_Held__c |
Resource Held |
Pre-Spring 2018 |
|
Checkbox |
false |
| Resource_Request_Name__c |
Resource Request Name |
Pre-Spring 2018 |
|
Text(255) |
|
| Resource_Request_Set__c |
Resource Request Set |
Pre-Spring 2018 |
Lookup to the related resource request set.
Looks up to: Resource_Request_Set__c
|
Lookup |
|
| Resource_Role__c |
Resource Role |
Pre-Spring 2018 |
|
Picklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer |
|
| Resource__c |
Suggested Resource |
Pre-Spring 2018 |
Looks up to: Contact
|
Lookup |
|
| SOW_Hours__c |
Requested Hours |
Pre-Spring 2018 |
|
Number(18,2) |
|
| Self_Nomination_Deadline__c |
Self-Nomination Deadline |
Fall 2021 |
The closing date for self-nominations.
|
Date |
|
| Staffed_Related_Resource_Request__c |
Staffed Related Resource Request |
Pre-Spring 2018 |
Lookup to the related resource request, which is staffed.
Looks up to: Resource_Request__c
|
Lookup |
|
| Staffer_Approval_Required__c |
Staffer Approval Required |
Pre-Spring 2018 |
|
Checkbox |
false |
| Staffer_Resource__c |
Resource |
Pre-Spring 2018 |
This resource will be picked by Staffer for this resource request.
Looks up to: Contact
|
Lookup |
|
| Start_Date__c |
Start Date |
Pre-Spring 2018 |
|
Date |
|
| Status__c |
Status |
Pre-Spring 2018 |
|
Picklist:
Assigned
Cancelled
Draft
Hold
Ready to Staff
Tentative |
|
| Suggested_Bill_Rate_Currency_Code__c |
Suggested Bill Rate Currency Code |
Pre-Spring 2018 |
|
Text(3) |
|
| Suggested_Bill_Rate_Number__c |
Suggested Bill Rate Number |
Pre-Spring 2018 |
|
Number(18,2) |
|
| Suggested_Bill_Rate__c |
Suggested Bill Rate |
Pre-Spring 2018 |
Formula:
Suggested_Bill_Rate_Currency_Code__c & ' ' & TEXT(Suggested_Bill_Rate_Number__c)
|
Text |
|
| Update_Related_Resource_Requests__c |
Update Related Resource Requests |
Pre-Spring 2018 |
Indicates whether the staffing fields on the resource request are updated when a resource request belonging to the same resource request set as this one is staffed.
|
Checkbox |
false |
| Utilization_Run__c |
Utilization Run |
Spring 2021 |
The ID of the utilization run that most recently processed this resource request.
|
Text(255) |
|
| Work_City_PSA__c |
Work City (PSA) |
Pre-Spring 2018 |
|
Text(40) |
|
| Work_Country_PSA__c |
Work Country (PSA) |
Pre-Spring 2018 |
|
Text(40) |
|
| Work_PostalCode_PSA__c |
Work Zip/Postal Code (PSA) |
Pre-Spring 2018 |
|
Text(20) |
|
| Work_State_PSA__c |
Work State/Province (PSA) |
Pre-Spring 2018 |
|
Text(20) |
|
| Work_Street_PSA__c |
Work Street (PSA) |
Pre-Spring 2018 |
|
TextArea |
|
