Professional Services Automation Data Dictionary

Group_Plan__c

Label: Group Plan

Captures planned bookings, billings, costs, margin, revenue, and utilization for the group over a defined time period. Apart from services forecasting, fields on this object are not validated (other than for format) or used in any formulae. Groups and time periods have a master-detail relationship with group plans.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
End_Date__c End Date Pre-Spring 2018 Formula:
Time_Period__r.End_Date__c
Date
Group_Owner__c Group Owner Pre-Spring 2018 Formula:
Group__r.Group_Head__r.FirstName & " " & Group__r.Group_Head__r.LastName
Text
Group_Plan_For__c Group Plan For Pre-Spring 2018 Concatenated Group and Time Period Names (with a hyphen, ' - ', in between).

Formula:
Group__r.Name & ' - ' & Time_Period__r.Name
Text
Group__c Group Pre-Spring 2018 Looks up to: Grp__c
MasterDetail
Planned_Billings__c Planned Billings Pre-Spring 2018 Currency(18,2)
Planned_Bookings__c Planned Bookings Pre-Spring 2018 Currency(18,2)
Planned_External_Costs__c Planned External Costs Pre-Spring 2018 Currency(18,2)
Planned_Internal_Costs__c Planned Internal Costs Pre-Spring 2018 Currency(18,2)
Planned_Margin__c Planned Margin Pre-Spring 2018 Formula:
Planned_Billings__c - Planned_External_Costs__c - Planned_Internal_Costs__c
Currency(18,2)
Planned_Revenue__c Planned Revenue Pre-Spring 2018 Currency(18,2)
Planned_Utilization__c Planned Utilization Pre-Spring 2018 Percent(5,2)
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
Unique_Name__c Unique Name Pre-Spring 2018 Unique system field: concatenation of Group and Time Period IDs with a hyphen ('-') in between

Text(80)


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