Professional Services Automation Data Dictionary

Practice_Plan__c

Label: Practice Plan

Captures planned bookings, billings, costs, margin, revenue, and utilization for the practice 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. Practices and time periods have a master-detail relationship with practice plans.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
End_Date__c End Date Pre-Spring 2018 Formula:
Time_Period__r.End_Date__c
Date
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)
Practice_Owner__c Practice Owner Pre-Spring 2018 Formula:
Practice__r.Practice_Head__r.FirstName & " " & Practice__r.Practice_Head__r.LastName
Text
Practice_Plan_For__c Practice Plan For Pre-Spring 2018 Concatenated Practice and Time Period Names (with a hyphen, ' - ', in between).

Formula:
Practice__r.Name & ' - ' & Time_Period__r.Name
Text
Practice__c Practice Pre-Spring 2018 Looks up to: Practice__c
MasterDetail
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 Practice and Time Period IDs with a hyphen ('-') in between

Text(80)


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