Professional Services Automation Data Dictionary

Milestone__c

Label: Milestone

A target event used to track project progress. In Time and Materials (T&M) projects, individual milestone records are generally not billable, whereas in Fixed Price or mixed projects all or some generally are. You can group together timecards and expenses, submitted by assigned resources, with milestones on the same project, or associate milestones with a fixed external cost. Milestones have a linear (non-hierarchical) relationship with one another.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Action_Refresh_Expense_Rollups__c Action: Refresh Expense Roll-Ups Spring 2020 If checked on save, recalculates information from expenses associated with the milestone.

 Checkbox false
Action_Refresh_Timecard_Rollups__c Action: Refresh Timecard Roll-Ups Spring 2020 If checked on save, recalculates information from timecards associated with the milestone.

 Checkbox false
Actual_Date__c Actual Date Pre-Spring 2018 Date
Admin_Global_Edit__c Admin Global Edit Pre-Spring 2018 If checked, allows Admin to make 'global' changes to the Milestone, including edits to the Milestone's Project, Resource, Currency, or Date, even if Include In Financials is checked. Config requirement: Actuals Calculation Mode must be set to 'Scheduled'.

 Checkbox false
Apply_Default_Bill_Rate_to_Timecard__c Apply Default Bill Rate to Timecard Pre-Spring 2018 If checked, and if default-timecard-bill-rate-from-milestone config is set to true, Default Bill Rate will be defaulted onto any child Timecards.

 Checkbox false
Approved__c Approved Pre-Spring 2018 This checkbox should be checked when the Milestone is approved - typically by a workflow driven by the Status field.

 Checkbox false
Approved_for_Billing__c Approved for Billing Pre-Spring 2018 Checkbox false
Approved_for_Vendor_Payment__c Approved for Vendor Payment Pre-Spring 2018 Checkbox false
Approver__c Approver Pre-Spring 2018 Looks up to: User

 Lookup
Audit_Notes__c Audit Notes Pre-Spring 2018 TextArea
Bill_Date__c Bill Date Pre-Spring 2018 Date
Bill_Transaction__c Bill Transaction Pre-Spring 2018 Looks up to: Transaction__c
 Lookup
Billable_Amount_In_Financials__c Billable Amount In Financials Pre-Spring 2018 Currency(18,2) 0.00
Billable_Amount_Submitted__c Billable Amount Submitted Pre-Spring 2018 Currency(18,2) 0.00
Billable_Days_In_Financials__c Billable Days In Financials Pre-Spring 2018 Number(18,6) 0
Billable_Days_Submitted__c Billable Days Submitted Pre-Spring 2018 Number(18,6) 0
Billable_Expenses_In_Financials__c Billable Expenses In Financials Pre-Spring 2018 Currency(18,2) 0.00
Billable_Expenses_Submitted__c Billable Expenses Submitted Pre-Spring 2018 Currency(18,2) 0.00
Billable_Hours_In_Financials__c Billable Hours In Financials Pre-Spring 2018 Number(14,2) 0.00
Billable_Hours_Submitted__c Billable Hours Submitted Pre-Spring 2018 Number(14,2) 0.00
Billed__c Billed Pre-Spring 2018 Checkbox false
Billing_Event_Invoiced__c Billing Event Invoiced Pre-Spring 2018 Reflects Invoiced flag value on Billing Event Item's parent Billing Event

Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),$Label.common_label_n_a,IF(Billing_Event_Item__r.Billing_Event__r.Invoiced__c,$Label.common_label_yes,$Label.common_label_no))
 Text
Billing_Event_Item__c Billing Event Item Pre-Spring 2018 Looks up to: Billing_Event_Item__c
 Lookup
Billing_Event_Released__c Billing Event Released Pre-Spring 2018 Reflects Released flag value on Billing Event Item's parent Billing Event

Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),$Label.common_label_n_a,IF(Billing_Event_Item__r.Billing_Event__r.Is_Released__c,$Label.common_label_yes,$Label.common_label_no))
 Text
Billing_Event_Status__c Billing Event Status Pre-Spring 2018 Status pick list value on Billing Event Item's parent Billing Event

Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),'',TEXT(Billing_Event_Item__r.Billing_Event__r.Status__c))
 Text
Billing_Event__c Billing Event Pre-Spring 2018 Formula hyperlink to the Billing Event (parent record to the Bill Event Item) if any.

Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),'',HYPERLINK('/'&Billing_Event_Item__r.Billing_Event__c, IF(OR(ISNULL(Billing_Event_Item__r.Billing_Event__r.Name),ISBLANK(Billing_Event_Item__r.Billing_Event__r.Name)),Billing_Event_Item__r.Billing_Event__c,(Billing_Event_Item__r.Billing_Event__r.Name))))
 Text
Billing_Hold__c Billing Hold Pre-Spring 2018 If true, this item cannot be billed

 Checkbox false
Budget_Allocation__c Budget Allocation Spring 2024 The budget allocation relating to the milestone. This will determine which of the project's budgets are consumed by the milestone and in what proportions.

Looks up to: Budget_Allocation__c
 Lookup
Closed_for_Expense_Entry__c Closed for Expense Entry Pre-Spring 2018 If checked, indicates that Expense Reports and Expenses may no longer be entered for this Milestone. Is checked automatically when the Milestone's Project is Closed for Expense Entry.

 Checkbox false
Closed_for_Time_Entry__c Closed for Time Entry Pre-Spring 2018 If checked, indicates that Timecards may no longer be entered for this Milestone. Is checked automatically when the Milestone's Project is Closed for Time Entry.

 Checkbox false
Cost_Transaction__c Cost Transaction Pre-Spring 2018 Looks up to: Transaction__c
 Lookup
Default_Bill_Rate__c Default Bill Rate Pre-Spring 2018 If configured, Timecards for this Milestone will inherit this Bill Rate. In order for this to happen, the default-timecard-bill-rate-from-milestone Milestone config must be true (default false) and the 'Apply Default Bill Rate to Timecard' checkbox on the Milestone must be checked. Defaults to and must always be same currency as Project.

 Currency(18,4)
Default_Bill_Rate_is_Daily_Rate__c Default Bill Rate is Daily Rate Pre-Spring 2018 If checked, this means that the Default Bill Rate value signifies a rate per day rather than a rate per hour.

 Checkbox false
Description__c Description Pre-Spring 2018 LongTextArea(32000)
Disable_Project_Task_Hours_Roll_Up__c Disable Project Task Hours Roll Up Pre-Spring 2018 Checkbox false
Eligible_for_Billing__c Eligible for Billing Pre-Spring 2018 Indicates Milestone is in a state that is eligible for Billing Event Generation (not including the Approved for Billing flag, which may also be required per global config). This means all of the following conditions must be met: Billing Hold = false Exclude from Billing = false Include In Financials = true Billed = false Invoiced = false Billing Event Item = {blank} Project = {not blank} Project's Account = {not blank} Project Exclude From Billing = false

Formula:
IF(AND(NOT(Billing_Hold__c),NOT(Exclude_from_Billing__c),Include_In_Financials__c,NOT(Billed__c),NOT(Invoiced__c),OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c)),NOT(OR(ISNULL(Project__c),ISBLANK(Project__c))),NOT(OR(ISNULL(Project__r.Account__c),ISBLANK(Project__r.Account__c))),NOT(Project__r.Exclude_From_Billing__c)),$Label.common_label_yes,$Label.common_label_no)
 Text
Estimated_Time_To_Completion__c Estimated Time To Completion Pre-Spring 2018 Number(8,2) 0.00
Exclude_From_Tc_Exp_Rollups__c Exclude from Timecard Expense Rollups Spring 2024 When selected, the milestone is excluded from the rollup calculations.

 Checkbox false
Exclude_from_Billing__c Exclude from Billing Pre-Spring 2018 If checked, never bill this business record. Same effect as Billing Hold, but intended to reflect a permanent exclusion from Billing Generation.

 Checkbox false
Include_In_Financials__c Include In Financials Pre-Spring 2018 Checkbox false
Invoice_Date__c Invoice Date Pre-Spring 2018 Date
Invoice_Number__c Invoice Number Pre-Spring 2018 Text(80)
Invoice_Transaction__c Invoice Transaction Pre-Spring 2018 Looks up to: Transaction__c
 Lookup
Invoiced__c Invoiced Pre-Spring 2018 Checkbox false
Log_Milestone_Cost_As_External__c Log Milestone Cost As External Pre-Spring 2018 Checkbox false
Milestone_Amount__c Milestone Amount Pre-Spring 2018 Billable Amount associated with the Milestone itself (not including billable amounts from child Timecards/Expenses). This is primarily intended to be used for fixed-fee Projects. Defaults to and must always be same currency as Project.

 Currency(18,2) 0.00
Milestone_Cost__c Milestone Cost Pre-Spring 2018 External fixed-fee cost associated with Milestone, not including any costs associated with child Timecards and Expenses. This is intended to be used when the vendor cost incurred in fulfilling the Milestone is itself fixed-fee, and thus not captured in Timecards/Expenses. Defaults to and must always be same currency as Project.

 Currency(18,2) 0.00
Non_Billable_Days_In_Financials__c Non-Billable Days In Financials Pre-Spring 2018 Number(18,6) 0
Non_Billable_Days_Submitted__c Non-Billable Days Submitted Pre-Spring 2018 Number(18,6) 0
Non_Billable_Expenses_In_Financials__c Non-Billable Expenses In Financials Pre-Spring 2018 Currency(18,2) 0.00
Non_Billable_Expenses_Submitted__c Non-Billable Expenses Submitted Pre-Spring 2018 Currency(18,2) 0.00
Non_Billable_Hours_In_Financials__c Non-Billable Hours In Financials Pre-Spring 2018 Number(14,2) 0.00
Non_Billable_Hours_Submitted__c Non-Billable Hours Submitted Pre-Spring 2018 Number(14,2) 0.00
Opportunity_Product__c Opportunity Product Summer 2022 Lookup to the relevant opportunity product.

Looks up to: OpportunityLineItem

 Lookup
Override_Project_Group_Currency_Code__c Override Project Group Currency Code Pre-Spring 2018 Formula:
TEXT(Override_Project_Group__r.CurrencyIsoCode)
 Text
Override_Project_Group__c Override Project Group Pre-Spring 2018 If this field is set, it overrides the Group to which a Milestone's Transactions will roll up for Group Actuals, even if its Project is in a different Group. Typically a Milestone's Transactions roll up to its Project's Group. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.

Looks up to: Grp__c
 Lookup
Override_Project_Practice_Currency_Code__c Override Project Practice Currency Code Pre-Spring 2018 Formula:
TEXT(Override_Project_Practice__r.CurrencyIsoCode)
 Text
Override_Project_Practice__c Override Project Practice Pre-Spring 2018 If this field is set, it overrides the Practice to which a Milestone's Transactions will roll up for Practice Actuals, even if its Project is in a different Practice. Typically a Milestone's Transactions roll up to its Project's Practice. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.

Looks up to: Practice__c
 Lookup
Override_Project_Region_Currency_Code__c Override Project Region Currency Code Pre-Spring 2018 Formula:
TEXT(Override_Project_Region__r.CurrencyIsoCode)
 Text
Override_Project_Region__c Override Project Region Pre-Spring 2018 If this field is set, it overrides the Region to which a Milestone's Transactions will roll up for Regional Actuals, even if its Project is in a different Region. Typically a Milestone's Transactions roll up to its Project's Region. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.

Looks up to: Region__c
 Lookup
Percent_Hours_Completed_For_Recognition__c % Hours Completed for Recognition Spring 2020 Percentage of hours completed, for revenue forecasts using the % Complete recognition method. For more information, see the PSA Help.

 Percent(5,2)
Planned_Hours__c Planned Hours Pre-Spring 2018 Number(18,2)
Project_Currency_Exchange_Rate__c Project Currency Exchange Rate Fall 2019 Project (Bill Rate) Exchange Rate, relative to corporate currency, calculated on the actual or the target date of the milestone.

 Number(18,6)
Project_Task_Hours__c Project Task Hours Pre-Spring 2018 Number(18,2)
Project__c Project Pre-Spring 2018 Looks up to: Proj__c
 Lookup
Recognition_Method__c Recognition Method Fall 2019 The recognition method to apply to this record for revenue forecasting.

 Picklist
Requires_Customer_Sign_off__c Requires Customer Sign-off Pre-Spring 2018 Checkbox false
Start_Date__c Start Date Spring 2020 The start date of this milestone.

 Date
Status__c Status Pre-Spring 2018 Picklist:
Approved
Canceled
Open
Planned
Target_Date__c Target Date Pre-Spring 2018 Date
Timecard_External_Costs_In_Financials__c Timecard External Costs In Financials Pre-Spring 2018 Currency(18,2) 0.00
Timecard_External_Costs_Submitted__c Timecard External Costs Submitted Pre-Spring 2018 Currency(18,2) 0.00
Timecard_Internal_Costs_In_Financials__c Timecard Internal Costs In Financials Pre-Spring 2018 Currency(18,2) 0.00
Timecard_Internal_Costs_Submitted__c Timecard Internal Costs Submitted Pre-Spring 2018 Currency(18,2) 0.00
Total_Completed_Points_from_Tasks__c Total Completed Points from Tasks Pre-Spring 2018 Number(16,2)
Total_Number_of_Completed_Tasks__c Total Number of Completed Tasks Pre-Spring 2018 Number(12,0)
Total_Number_of_Tasks__c Total Number of Tasks Pre-Spring 2018 Number(12,0)
Total_Points_from_Tasks__c Total Points from Tasks Pre-Spring 2018 Number(16,2)
Transaction__c Transaction Pre-Spring 2018 Looks up to: Transaction__c
 Lookup
Vendor_Account__c Vendor Account Pre-Spring 2018 The vendor account to use for vendor invoicing

Looks up to: Account

 Lookup
Vendor_Invoice_Item__c Vendor Invoice Item Pre-Spring 2018 Looks up to: Vendor_Invoice_Item__c
 Lookup


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