Professional Services Automation Data Dictionary

Grp__c

Label: Group

An entity that usually represents a functional business area or business vertical. Groups are organized as an independent hierarchy determined by the Parent Group field, with parent and child records of the same type. Every group in the hierarchy may contain projects, resources (contacts), and other objects. The hierarchy allows roll-ups of revenue, cost, and time totals.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Action_Update_Current_Time_Period__c Action: Update Current Time Period Pre-Spring 2018 Checkbox true
Actuals_Last_Update_Date__c Actuals: Last Update Date Pre-Spring 2018 DateTime
Actuals_Last_Updated_By__c Actuals: Last Updated By Pre-Spring 2018 Looks up to: User

Lookup
Backlog_Last_Update_Date__c Backlog: Last Update Date Pre-Spring 2018 DateTime
Backlog_Last_Updated_By__c Backlog: Last Updated By Pre-Spring 2018 Looks up to: User

Lookup
Billable_External_Hours__c Billable Hours (External) Pre-Spring 2018 Number(18,2) 0.00
Billable_Internal_Hours__c Billable Hours (Internal) Pre-Spring 2018 Number(18,2) 0.00
Billed__c Billed Pre-Spring 2018 Currency(18,2) 0.00
Billings__c Billings Pre-Spring 2018 Currency(18,2) 0.00
Bookings__c Bookings Pre-Spring 2018 Currency(18,2) 0.00
Credited_Non_Billable_Internal_Hours__c Credited Hours Pre-Spring 2018 Number(18,2) 0.00
Current_Time_Period_End_Date__c Current Time Period End Date Pre-Spring 2018 Date TODAY()
Current_Time_Period__c Current Time Period Pre-Spring 2018 Looks up to: Time_Period__c
Lookup
Default_Work_Calendar__c Default Work Calendar Pre-Spring 2018 Looks up to: Work_Calendar__c
Lookup
Exclude_From_Utilization__c Exclude from Utilization Spring 2020 When selected, data in this group and any sub-groups are excluded from Utilization calculations when a calculation is run on a parent of this group.

Checkbox false
Excluded_Hours__c Excluded Hours Pre-Spring 2018 Number(18,2) 0.00
Expense_Budget__c Expense Budget Pre-Spring 2018 Currency(18,2) 0.00
Expense_Costs__c Expense Costs Pre-Spring 2018 Currency(18,2) 0.00
External_Costs__c External Costs Pre-Spring 2018 Currency(18,2) 0.00
Group_Head__c Group Owner Pre-Spring 2018 Looks up to: Contact

Lookup
Group_ID_Chain__c Group ID Chain Pre-Spring 2018 Text(255)
Group_Name_Chain__c Group Name Chain Pre-Spring 2018 Text(255)
Hierarchy_Depth__c Hierarchy Depth Pre-Spring 2018 Number(2,0) 0
Hist_Sch_Utilization_Billable_Hours__c Hist Sch Utilization Billable Hours Pre-Spring 2018 The historical scheduled utilization billable hours total for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Number(18,2)
Hist_Sch_Utilization_Credited_Hours__c Hist Sch Utilization Credited Hours Pre-Spring 2018 The historical scheduled utilization credited hours total for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Number(18,2)
Hist_Sch_Utilization_Excluded_Hours__c Hist Sch Utilization Excluded Hours Pre-Spring 2018 The historical scheduled utilization excluded hours total for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Number(18,2)
Hist_Sch_Utilization_Held_Hours__c Hist Sch Utilization Held Hours Pre-Spring 2018 Number(18,2)
Hist_Sch_Utilization_Non_Billable_Hrs__c Hist Sch Utilization Non Billable Hrs Pre-Spring 2018 The historical scheduled utilization non-billable hours total for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Number(18,2)
Historical_Utilization_Billable_Hours__c Historical Utilization Billable Hours Pre-Spring 2018 The historical utilization billable hours total for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Number(18,2)
Historical_Utilization_Calendar_Hours__c Historical Utilization Calendar Hours Pre-Spring 2018 The historical utilization calendar hours for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Number(18,2)
Historical_Utilization_Credited_Hours__c Historical Utilization Credited Hours Pre-Spring 2018 The historical utilization credited hours total for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Number(18,2)
Historical_Utilization_Excluded_Hours__c Historical Utilization Excluded Hours Pre-Spring 2018 The historical utilization excluded hours total for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Number(18,2)
Historical_Utilization_Non_Billable_Hrs__c Historical Utilization Non Billable Hrs Pre-Spring 2018 The historical utilization non-billable hours total for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Number(18,2)
Historical_Utilization_Target_Attainment__c Historical Utilization Target Attainment Pre-Spring 2018 Formula:
IF(Historical_Utilization_Target__c = 0, IF(Historical_Utilization__c <= 0,0,1), Historical_Utilization__c / Historical_Utilization_Target__c )
Percent(18,2)
Historical_Utilization_Target_Hours__c Historical Utilization Target Hours Pre-Spring 2018 Number(18,2)
Historical_Utilization_Target__c Historical Utilization Target Pre-Spring 2018 Formula:
IF(Historical_Utilization_Calendar_Hours__c = 0, 0, Historical_Utilization_Target_Hours__c / Historical_Utilization_Calendar_Hours__c )
Percent(18,2)
Historical_Utilization__c Historical Utilization Pre-Spring 2018 The historical utilization percentage for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Percent(10,2)
Inactive_Project_Backlog__c Inactive Project Backlog Pre-Spring 2018 Currency(18,2)
Include_In_Forecasting__c Include In Forecasting Pre-Spring 2018 Does this group participate in forecasting?

Checkbox false
Internal_Budget__c Internal Budget Pre-Spring 2018 Currency(18,2) 0.00
Internal_Costs__c Internal Costs Pre-Spring 2018 Currency(18,2) 0.00
Invoiced__c Invoiced Pre-Spring 2018 Currency(18,2) 0.00
Margin__c Margin Pre-Spring 2018 Formula:
Billings__c + Pass_Through_Billings__c - External_Costs__c - Internal_Costs__c - Expense_Costs__c - Other_Costs__c
Currency(18,2)
Non_Billable_External_Hours__c Non-Billable Hours (External) Pre-Spring 2018 Number(18,2) 0.00
Non_Billable_Internal_Hours__c Non-Billable Hours (Internal) Pre-Spring 2018 Number(18,2) 0.00
Other_Costs__c Other Costs Pre-Spring 2018 Currency(18,2) 0.00
Parent_Group__c Parent Group Pre-Spring 2018 Looks up to: Grp__c
Lookup
Pass_Through_Billings__c Pass-Through Billings Pre-Spring 2018 Currency(18,2) 0.00
Plan_Last_Update_Date__c Plan: Last Update Date Pre-Spring 2018 DateTime
Plan_Last_Updated_By__c Plan: Last Updated By Pre-Spring 2018 Looks up to: User

Lookup
Planned_Billings__c Planned Billings Pre-Spring 2018 Currency(18,2) 0.00
Planned_Bookings__c Planned Bookings Pre-Spring 2018 Currency(18,2) 0.00
Planned_External_Costs__c Planned External Costs Pre-Spring 2018 Currency(18,2) 0.00
Planned_Internal_Costs__c Planned Internal Costs Pre-Spring 2018 Currency(18,2) 0.00
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) 0.0
Planned_Utilization__c Planned Utilization Pre-Spring 2018 Percent(5,2) 0.00
Pre_Billed__c Pre-Billed Pre-Spring 2018 Currency(18,2) 0.00
Revenue__c Revenue Pre-Spring 2018 Currency(18,2) 0.00
Reversed_ID_Chain__c Reversed Group ID Chain Fall 2020 System-generated reversed chain for linking to the group.

Text(255)
Scheduled_Backlog_Calculated_Date__c Scheduled Backlog Calculated Date Pre-Spring 2018 Date Today()
Scheduled_Backlog_End_Date__c Scheduled Backlog End Date Pre-Spring 2018 Date
Scheduled_Milestone__c Scheduled Milestone Pre-Spring 2018 Currency(18,2)
Scheduled_Time__c Scheduled Time Pre-Spring 2018 Currency(18,2)
Scheduled_Utilization_Billable_Hours__c Scheduled Utilization Billable Hours Pre-Spring 2018 The scheduled utilization billable hours total for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Number(18,2)
Scheduled_Utilization_Calendar_Hours__c Scheduled Utilization Calendar Hours Pre-Spring 2018 The scheduled utilization calendar hours total for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Number(16,0)
Scheduled_Utilization_Credited_Hours__c Scheduled Utilization Credited Hours Pre-Spring 2018 The scheduled utilization credited hours total for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Number(18,2)
Scheduled_Utilization_Excluded_Hours__c Scheduled Utilization Excluded Hours Pre-Spring 2018 The scheduled utilization excluded hours total for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Number(18,2)
Scheduled_Utilization_Held_Hours__c Scheduled Utilization Held Hours Pre-Spring 2018 Number(18,2)
Scheduled_Utilization_Non_Billable_Hrs__c Scheduled Utilization Non Billable Hrs Pre-Spring 2018 The scheduled utilization non-billable hours total for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Number(18,2)
Scheduled_Utilization_Target_Attainment__c Scheduled Utilization Target Attainment Pre-Spring 2018 Formula:
IF(Scheduled_Utilization_Target__c = 0, IF(Scheduled_Utilization__c <= 0,0,1), Scheduled_Utilization__c / Scheduled_Utilization_Target__c )
Percent(18,2)
Scheduled_Utilization_Target_Hours__c Scheduled Utilization Target Hours Pre-Spring 2018 Number(18,2)
Scheduled_Utilization_Target__c Scheduled Utilization Target Pre-Spring 2018 Formula:
IF(Scheduled_Utilization_Calendar_Hours__c = 0, 0, Scheduled_Utilization_Target_Hours__c / Scheduled_Utilization_Calendar_Hours__c )
Percent(18,2)
Scheduled_Utilization__c Scheduled Utilization Pre-Spring 2018 The scheduled utilization percentage for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Percent(10,2)
Top_Level_Group__c Top-Level Group Pre-Spring 2018 Looks up to: Grp__c
Lookup
Total_Costs__c Total Costs Pre-Spring 2018 Formula:
Internal_Costs__c + External_Costs__c + Expense_Costs__c + Other_Costs__c
Currency(18,2)
Total_Time_Period_Hours__c Total Time Period Hours Pre-Spring 2018 [DEPRECATED, no longer used]

Number(18,2)
Total_Utilization__c Utilization Pre-Spring 2018 The overall (historical + scheduled) utilization percentage for the current time period. This value has been copied from the associated Utilization Detail object for this time period.

Percent(10,2)
Unscheduled_Backlog__c Unscheduled Backlog Pre-Spring 2018 Currency(18,2)
Utilization_Calculation_Date__c Utilization Calculation Date Pre-Spring 2018 The date that the utilization fields were last updated

Date Today()
Utilization_Elapsed_Hours__c Utilization: Elapsed Hours Pre-Spring 2018 [DEPRECATED, no longer used]

Number(18,2)
Utilization_Last_Calculation_Date__c Utilization: Last Calculation Date Pre-Spring 2018 Date
Utilization_Last_Update_Date__c Utilization: Last Update Date Pre-Spring 2018 DateTime
Utilization_Last_Updated_By__c Utilization: Last Updated By Pre-Spring 2018 Looks up to: User

Lookup
Utilization_Over_Full_Time_Period__c Utilization: Over Full Time Period Pre-Spring 2018 [DEPRECATED, no longer used]

Percent(18,2)
Utilization_Period_End_Date__c Utilization Period End Date Pre-Spring 2018 Date
Utilization_Period_Start_Date__c Utilization Period Start Date Pre-Spring 2018 Date
Utilization_Target_Attainment__c Utilization Target Attainment Pre-Spring 2018 Formula:
IF(Utilization_Target__c = 0, IF(Total_Utilization__c <= 0,0,1), Total_Utilization__c / Utilization_Target__c )
Percent(18,2)
Utilization_Target_Hours__c Utilization Target Hours Pre-Spring 2018 Number(18,2)
Utilization_Target__c Utilization Target Pre-Spring 2018 Formula:
IF(Historical_Utilization_Calendar_Hours__c + Scheduled_Utilization_Calendar_Hours__c = 0, 0, Utilization_Target_Hours__c / ( Historical_Utilization_Calendar_Hours__c + Scheduled_Utilization_Calendar_Hours__c ) )
Percent(18,2)
Utilization__c Utilization Pre-Spring 2018 [DEPRECATED, no longer used]

Percent(18,2) 0.00


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