| Actual_Cost_Rate__c |
Actual Cost Rate |
Services CPQ June 2022 |
The cost rate for the role request. This is the average cost rate unless a cost rate override is applied.
Formula:
IF( NOT(ISBLANK(Cost_Rate_Override__c)), Cost_Rate_Override__c, IF( AND( (NOT(ISBLANK(Suggested_Resource__c))), (NOT(ISBLANK(Suggested_Resource__r.pse__Default_Cost_Rate__c))), (NOT($Setup.Services_CPQ_Settings__c.Disable_Role_Request_Suggested_Resource__c)), (NOT($Setup.Services_CPQ_Settings__c.Disable_Suggested_Resource_Cost_Rate__c)), (NOT(Suggested_Resource__r.pse__Daily_Default_Cost_Rate__c)), (TEXT(Suggested_Resource__r.CurrencyIsoCode)= TEXT(Estimate__r.CurrencyIsoCode)) ), Suggested_Resource__r.pse__Default_Cost_Rate__c, Average_Cost_Rate__c ) )
|
Currency(18,4) |
|
| Amount__c |
Bill Amount |
Services CPQ January 2022 |
The total bill amount for the role request before discounts are applied.
|
Currency(18,4) |
|
| Average_Cost_Rate__c |
Average Cost Rate |
Services CPQ November 2021 |
The average cost rate on the role request's associated rate card.
|
Currency(18,4) |
|
| Bill_Rate_Override__c |
Bill Rate Override |
Services CPQ Spring 2022 |
The amount to override the bill rate on the rate card associated with the role request by.
|
Currency(18,4) |
|
| Cost_Amount__c |
Cost Amount |
Services CPQ January 2022 |
The total cost amount for the role request.
|
Currency(18,4) |
|
| Cost_Rate_Override__c |
Cost Rate Override |
Services CPQ Spring 2022 |
The amount to override the cost rate on the rate card associated with the role request by.
|
Currency(18,4) |
|
| End_Date__c |
End Date |
Services CPQ November 2021 |
The date the role request ends.
|
Date |
|
| Estimate_Line_Set__c |
Estimate Line Set |
Services CPQ Spring 2022 |
The line set that relates to the role request.
Looks up to: Estimate_Line_Set__c
|
Lookup |
|
| Estimate_Product__c |
Estimate Product |
Services CPQ August 2022 |
The estimate product that relates to the role request.
Looks up to: Estimate_Product_Instance__c
|
Lookup |
|
| Estimate_Task__c |
Estimate Task |
Services CPQ November 2021 |
The task that relates to the role request.
Looks up to: Estimate_Task__c
|
Lookup |
|
| Estimate__c |
Estimate |
Services CPQ November 2021 |
The estimate that relates to the role request.
Looks up to: Estimate__c
|
Lookup |
|
| External_Resource__c |
External Resource |
Services CPQ Spring 2022 |
Indicates the estimate role request is for an external resource.
|
Checkbox |
false |
| Group__c |
Group |
Services CPQ November 2021 |
The group that relates to the role request.
Looks up to: pse__Grp__c
|
Lookup |
|
| Hours__c |
Hours |
Services CPQ November 2021 |
The number of hours the resource role will be required for.
|
Number(18,2) |
|
| Is_Hours_Calculated__c |
Calculate Hours by Percentage |
Services CPQ Spring 2023 |
If selected, the hours of the role request are calculated from the hours of other role requests on the related estimate.
|
Checkbox |
false |
| Is_Pushed_Schedule_Out_of_Sync__c |
Pushed Schedule Out of Sync |
Services CPQ Summer 2023 |
|
Checkbox |
false |
| Margin__c |
Margin (Amount) |
Services CPQ June 2023 |
The difference between the net amount and cost for the role request.
Formula:
Net_Amount__c - Cost_Amount__c
|
Currency(18,2) |
|
| Net_Amount__c |
Net Bill Amount |
Services CPQ January 2022 |
The total bill amount for the role request after discounts are applied.
Formula:
Requested_Bill_Rate__c * Hours__c
|
Currency(18,4) |
|
| Order__c |
Peer Order |
Services CPQ Summer 2022 |
For system use. Used to determine the hierarchy of the role request.
|
Number(8,0) |
|
| Percent_Allocation_for_Calculated_Hours__c |
Percent Allocation for Calculated Hours |
Services CPQ Spring 2023 |
The percentage allocation of the hours of the parent record to use when calculating the hours for the role request.
|
Percent(18,2) |
|
| Percent_Discount__c |
Discount (%) |
Services CPQ February 2022 |
The percentage discount applied to the role request when its billing type is Time and Materials.
|
Percent(5,2) |
|
| Percent_Margin__c |
Margin (%) |
Services CPQ June 2023 |
The margin as a percentage of the amount.
Formula:
Margin__c / Net_Amount__c
|
Percent(18,2) |
|
| Practice__c |
Practice |
Services CPQ November 2021 |
The practice that relates to the role request.
Looks up to: pse__Practice__c
|
Lookup |
|
| Rate_Card__c |
Rate Card |
Services CPQ September 2023 |
The rate card that relates to the role request.
Looks up to: pse__Rate_Card__c
|
Lookup |
|
| Region__c |
Region |
Services CPQ November 2021 |
The region that relates to the role request.
Looks up to: pse__Region__c
|
Lookup |
|
| Requested_Bill_Rate__c |
Requested Bill Rate |
Services CPQ January 2022 |
The requested bill rate for the role request with any discounts applied.
Formula:
IF(Estimate_Product__c <> NULL && ISPICKVAL(Estimate_Product__r.Billing_Type__c, 'Fixed Price'), Actual_Cost_Rate__c / (1 - (Estimate_Product__r.Fixed_Price_Margin_Percent__c)), IF(Estimate_Line_Set__c <> NULL && ISPICKVAL(Estimate_Line_Set__r.Billing_Type__c,'Fixed Price'), Actual_Cost_Rate__c / (1 - (Estimate_Line_Set__r.Fixed_Price_Margin_Percent__c)), IF(ISBLANK(Bill_Rate_Override__c), Suggested_Bill_Rate__c, Bill_Rate_Override__c))) * (1 - Total_Discount__c)
|
Currency(18,4) |
|
| Resource_Request__c |
Resource Request |
Services CPQ January 2022 |
The resource request created from the role request.
Looks up to: pse__Resource_Request__c
|
Lookup |
|
| Resource_Role__c |
Resource Role |
Services CPQ November 2021 |
The resource role requested.
|
Picklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer |
|
| Role_for_Calculated_Hours__c |
Role for Calculated Hours |
Services CPQ Spring 2023 |
The role to use when calculating the hours for a role request.
|
Picklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer |
|
| Schedule__c |
Schedule |
Services CPQ November 2021 |
The schedule created for the estimate role request.
Looks up to: pse__Schedule__c
|
Lookup |
|
| Source_Estimate__c |
Source Estimate |
Services CPQ January 2022 |
The estimate that was used as a template in the creation of the role request.
Looks up to: Estimate__c
|
Lookup |
|
| Source_Role_Request__c |
Source Role Request |
Services CPQ Winter 2024 |
The role request that was used as a template in the creation of the role request.
Looks up to: Estimate_Role_Request__c
|
Lookup |
|
| Start_Date__c |
Start Date |
Services CPQ November 2021 |
The date the role request starts.
|
Date |
|
| Suggested_Bill_Rate__c |
Suggested Bill Rate |
Services CPQ November 2021 |
The suggested bill rate on the role request's associated rate card.
|
Currency(18,4) |
|
| Suggested_Resource__c |
Suggested Resource |
Services CPQ October 2022 |
The recommended resource for the role request.
Looks up to: Contact
|
Lookup |
|
| Total_Discount__c |
Total Discount |
Services CPQ May 2023 |
The total discount applied to the role request. This is the sum of the global discount on the estimate, the discount on the related estimate product, line set, and task, and the discount of the role request.
Formula:
IF(Estimate_Product__c <> NULL && ISPICKVAL(Estimate_Product__r.Billing_Type__c, 'Fixed Price'), 1- (1-IF(ISBLANK(Estimate__r.Percent_Global_Discount__c),0,Estimate__r.Percent_Global_Discount__c)) * (1 - IF(ISBLANK(Estimate_Product__r.Percent_Discount__c),0,Estimate_Product__r.Percent_Discount__c)), 1- (1-IF(ISBLANK(Estimate__r.Percent_Global_Discount__c),0,Estimate__r.Percent_Global_Discount__c)) * (1 - IF(ISBLANK(Estimate_Product__r.Percent_Discount__c),0,Estimate_Product__r.Percent_Discount__c)) * (1 - IF(ISBLANK(Estimate_Line_Set__r.Percent_Discount__c), 0, Estimate_Line_Set__r.Percent_Discount__c)) * (1 - IF(ISBLANK(Estimate_Task__r.Cumulative_Task_Discount__c),0,Estimate_Task__r.Cumulative_Task_Discount__c)) * (1 - IF(ISBLANK(Percent_Discount__c),0,Percent_Discount__c)))
|
Percent(5,2) |
|
