Professional Services Automation Data Dictionary

Resource_Request__c

Label: Resource Request

Operating as a means of asking for resources to staff an existing or planned project, resource requests collect information to help users responsible for staffing and assignment creation to choose the right resource. The user requesting the resource (e.g., project manager or sales professional) may create a resource request from an opportunity or project, or generate them based on project tasks and project task assignments. Held resource requests, or “soft bookings”, occur when a named resource has been reserved for a project or opportunity, but not yet assigned to the project.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
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
Distance_Threshold_Unit__c Distance Unit Spring 2024 The unit of distance.

Picklist:
Kilometers (km)
Miles (mi)
Distance_Threshold__c Maximum Distance Spring 2024 The maximum limit of the distance between the location of the resource and the resource request site.

Number(18,2)
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 DEPRECATED: 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


© Copyright 2009–2024 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.