Professional Services Automation Data Dictionary

Project_Task_Assignment__c

Label: Project Task Assignment

Project task assignments are distinct from standard assignments. They associate a resource or resource role (for example, Project Manager) with a project task. Project tasks have a master-detail relationship with project task assignments.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Action_Sync_With_External_Calendar__c Action: Sync with External Calendar Spring 2023 Checkbox to sync PTA with external calendar.

Checkbox false
Actual_Cost__c Actual Cost Spring 2023 The actual cost of the project task assignment, which is calculated by multiplying its timecard actual hours by the cost rate of the assigned resources.

Currency(18,2) 0.00
Allocation_Hours__c Allocation Hours Fall 2019 The number of hours allocated to a resource for a project task assignment.

Number(7,2)
Allocation_Percentage__c Allocation Percentage Spring 2019 The percentage resource and/or role allocation of the task's estimated hours.

Percent(5,2)
Assignment__c Assignment Pre-Spring 2018 Looks up to: Assignment__c
Lookup
End_Date__c End Date Pre-Spring 2018 Formula:
IF( NOT(ISBLANK(Assignment__c)), Assignment__r.End_Date__c, IF(NOT(ISBLANK(Resource_Request__r.Preferred_Schedule__c)), Resource_Request__r.Preferred_Schedule__r.End_Date__c, Resource_Request__r.End_Date__c ) )
Date
Estimated_Cost__c Estimated Cost Spring 2023 The estimated cost of the project task assignment, calculated from the allocated hours and the default cost rates of the assigned resources.

Currency(18,2) 0.00
Estimated_Hours__c Estimated Hours Spring 2023 The hours allocated to the resource on the project task assignment.

Number(18,2)
Exclude_From_External_Calendar_Sync__c Exclude from External Calendar Sync Spring 2023 When selected, the project task assignment is not synced with an external calendar and the existing calendar events are also deleted if any.

Checkbox false
External_Resource__c External Resource Pre-Spring 2018 Text(255)
Hours__c Hours Pre-Spring 2018 The number of scheduled hours.

Formula:
IF( AND(NOT(ISBLANK(Assignment__c)), NOT(ISBLANK(Assignment__r.Scheduled_Hours__c)) ), Assignment__r.Scheduled_Hours__c, IF( NOT(ISBLANK(Resource_Request__c)), IF( AND( NOT(ISBLANK(Resource_Request__r.Preferred_Schedule__c)), NOT(ISBLANK( Resource_Request__r.Preferred_Schedule__r.Scheduled_Hours__c)) ), Resource_Request__r.Preferred_Schedule__r.Scheduled_Hours__c, IF( NOT(ISBLANK(Resource_Request__r.SOW_Hours__c)), Resource_Request__r.SOW_Hours__c, 0) ), 0) )
Number(18,2)
Project_ID__c Project ID Pre-Spring 2018 Formula:
Project_Task__r.Project__c
Text
Project_Task_End_Date__c Project Task End Date Pre-Spring 2018 Formula:
Project_Task__r.End_Date__c
Date
Project_Task_Start_Date__c Project Task Start Date Pre-Spring 2018 Formula:
Project_Task__r.Start_Date__c
Date
Project_Task__c Project Task Pre-Spring 2018 Project Task to which the Resource is being Associated

Looks up to: Project_Task__c
MasterDetail
Project__c Project Pre-Spring 2018 Formula:
IF(OR(ISNULL(Project_Task__c),(Project_Task__c=''),ISNULL(Project_Task__r.Project__c),(Project_Task__r.Project__c='')),'',HYPERLINK('/'&Project_Task__r.Project__c,IF(OR(ISNULL(Project_Task__r.Project__r.Name),(Project_Task__r.Project__r.Name='')),Project_Task__r.Project__c,Project_Task__r.Project__r.Name)))
Text
Resource_Request__c Resource Request Pre-Spring 2018 Looks up to: Resource_Request__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 Resource Pre-Spring 2018 Resource being associated with the Project Task

Looks up to: Contact

Lookup
Schedule_Type__c Schedule Type Pre-Spring 2018 Formula:
IF( NOT(ISBLANK(Assignment__c)), $Label.pta_schedule_type_assignment, IF(NOT(ISBLANK(Resource_Request__c)), IF(NOT(ISBLANK(Resource_Request__r.Preferred_Schedule__c)), $Label.pta_schedule_type_rr_schedule, $Label.pta_schedule_type_rr_dates ), $Label.pta_schedule_type_rr_none ) )
Text
Start_Date__c Start Date Pre-Spring 2018 Formula:
IF( NOT(ISBLANK(Assignment__c)), Assignment__r.Start_Date__c, IF(NOT(ISBLANK(Resource_Request__r.Preferred_Schedule__c)), Resource_Request__r.Preferred_Schedule__r.Start_Date__c, Resource_Request__r.Start_Date__c ) )
Date


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