Professional Services Automation Data Dictionary

Project_Task__c

Label: Project Task

Represents a unit or collection of work associated with a project, often tracked for completion with points and for effort with hours. You can associate one or more resources or roles with a project task through corresponding child project task assignments. If configured, resources can enter the number of hours that they have spent on a particular task on the Timecard Entry page, accessed from the Log a Timecard with Task Time link or button. Resources can log Timecards against one or multiple tasks.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Action_Sync_With_External_Calendar__c Action: Sync with External Calendar Spring 2023 When selected, all PTAs related to the project task are synced with an external calendar.

 Checkbox false
Actual_Cost__c Actual Cost Spring 2023 The actual cost of the project task, rolled up from the actual costs of its project task assignments. If a summary task, this also includes the costs of any timecards logged against it.

 Currency(18,2) 0.00
Actual_End_Date_Time__c Actual End Date & Time Pre-Spring 2018 DateTime
Actual_End_Date__c Actual End Date Pre-Spring 2018 Formula:
DATEVALUE( Actual_End_Date_Time__c)
 Date
Actual_Hours__c Actual Hours Pre-Spring 2018 Number(18,2)
Actual_Start_Date_Time__c Actual Start Date & Time Pre-Spring 2018 DateTime
Actual_Start_Date__c Actual Start Date Pre-Spring 2018 Formula:
DATEVALUE( Actual_Start_Date_Time__c)
 Date
Assigned_Resources_Long__c Assigned Resources (Long) Pre-Spring 2018 LongTextArea(32000)
Assigned_Resources__c Assigned Resources Pre-Spring 2018 Text(255)
Blocked__c Blocked Pre-Spring 2018 Checkbox false
Closed_for_Time_Entry__c Closed for Time Entry Pre-Spring 2018 Checkbox false
Completed__c Completed Pre-Spring 2018 Will be checked if the task has been completed

 Checkbox false
Description__c Description Pre-Spring 2018 TextArea
Do_Not_Auto_Update_Parents__c Do Not Auto Update Parents Pre-Spring 2018 Checkbox false
Do_Not_Auto_Update_This_Task__c Do Not Auto Update This Task Pre-Spring 2018 Checkbox false
Duration_Unit__c Duration Units Pre-Spring 2018 Specifies the units of time used for project tasks. Valid values are hours or days. The default value is days.

 Text(10) "days"
End_Date_Time__c End Date & Time Pre-Spring 2018 The date & time on which work for this Task is supposed to end. Timecards may still be entered for a Task after this date as long as it is not closed for time entry.

 DateTime
End_Date__c End Date Pre-Spring 2018 Formula:
DATEVALUE(End_Date_Time__c)
 Date
Estimated_Cost__c Estimated Cost Spring 2023 The estimated cost of the project task, which is rolled up from the estimated costs of its project task assignments.

 Currency(18,2) 0.00
Estimated_Hours_Rollup__c Estimated Hours Rollup Summer 2022 Estimated hours on this task. If a task is parent, estimated hours are rolled up from child tasks.

 Number(18,2) 0
Estimated_Hours__c Estimated Hours Pre-Spring 2018 Number(18,2)
Estimated_Time_To_Completion__c Estimated Time To Completion (Task) Pre-Spring 2018 Number(18,2)
Exclude_From_External_Calendar_Sync__c Exclude from External Calendar Sync Spring 2023 When selected, the PTAs related to the project task are not synced with an external calendar and the existing events are also deleted from that calendar.

 Checkbox false
External_Task_ID__c External Task ID Pre-Spring 2018 External Task ID for integration with non-Salesforce task management systems or applications. Integrations should use this field for the external system ID to maintain integrity and allow upserts.

 Text(100)
Flag_Information__c Flag - Information Pre-Spring 2018 LongTextArea(32768)
Flag_Task_Dates_No_Coverage__c Flag - Task Dates - No Coverage Pre-Spring 2018 Checkbox false
Flag_Task_Dates_Partial_Coverage__c Flag - Task Dates - Partial Coverage Pre-Spring 2018 Checkbox false
Flag_Task_End_Milestone_Bounds__c Flag - Task End - Milestone Bounds Pre-Spring 2018 Checkbox false
Flag_Task_End_Project_Bounds__c Flag - Task End - Project Bounds Pre-Spring 2018 Checkbox false
Flag_Task_Hours_No_Coverage__c Flag - Task Hours - No Coverage Pre-Spring 2018 Checkbox false
Flag_Task_Hours_Partial_Coverage__c Flag - Task Hours - Partial Coverage Pre-Spring 2018 Checkbox false
Flag_Task_Start_Milestone_Bounds__c Flag - Task Start - Milestone Bounds Pre-Spring 2018 Checkbox false
Flag_Task_Start_Project_Bounds__c Flag - Task Start - Project Bounds Pre-Spring 2018 Checkbox false
Hierarchy_Depth__c Hierarchy Depth Pre-Spring 2018 System field showing the number of Parent Tasks 'up the chain' to the Top-level Parent Task. Top-level Tasks themselves have a Hierarchy Depth of 0, their immediate child Tasks have a Hierarchy Depth of 1, and so on.

 Number(2,0) 0
Hours_Remaining__c Hours Remaining Pre-Spring 2018 Formula:
IF ( ISBLANK(Estimated_Time_To_Completion__c), IF (Estimated_Hours__c - Actual_Hours__c < 0, 0, /* Never allow this field to go below 0 */ Estimated_Hours__c - Actual_Hours__c ), Estimated_Time_To_Completion__c )
 Number(18,2)
Jira_Correlation_ID__c Jira Correlation ID Fall 2020 Unique ID of the related issue in Jira. Used for synchronization.

 Text(255)
Jira_Issue_Type_Category__c Jira Issue Type Category Fall 2020 Indicates whether the issue type the project task will be created as in Jira is a standard issue or a sub-task issue type.

 Picklist:
Standard Issue Type
Sub-Task Issue Type
Jira_Issue_Type__c Jira Issue Type Fall 2020 Type of issue the project task is created as in Jira. You can add custom issue types to the picklist. The values are case-sensitive and must exist in your Jira application. After adding a new issue type, you must update the dependency with the Jira Issue Type Category field.

 Picklist:
Bug
Epic
Story
Sub-task
Task
Long_Description__c Long Description Pre-Spring 2018 LongTextArea(32000)
Milestone__c Milestone Pre-Spring 2018 The Project Milestone that covers this Task.

Looks up to: Milestone__c
 Lookup
Notes__c Notes Pre-Spring 2018 LongTextArea(32768)
Number_of_Assignments__c Number of Assignments Pre-Spring 2018 Roll-up summary field totaling the number of Project Task Assignments

 Summary
Order__c Peer Order Pre-Spring 2018 Number(8,0)
Override_Estimated_Hours__c Override Estimated Hours Summer 2022 The estimated hours value to override the rolled up estimated hours at summary task.

 Number(18,2) 0
Override_Points_Complete__c Override Points Complete Summer 2022 Points Complete to override the points complete rolled up at summary task.

 Number(10,2) 0
Override_Points__c Override Points Summer 2022 Points to override the points rolled up at summary task.

 Number(10,2) 0
Parent_Task_End_Date_Time__c Parent Task End Date & Time Pre-Spring 2018 Formula:
Parent_Task__r.End_Date_Time__c
 DateTime
Parent_Task_End_Date__c Parent Task End Date Pre-Spring 2018 End date of the current Project Task's Parent Task

Formula:
Parent_Task__r.End_Date_Time__c
 Date
Parent_Task_Start_Date_Time__c Parent Task Start Date & Time Pre-Spring 2018 Formula:
Parent_Task__r.Start_Date_Time__c
 DateTime
Parent_Task_Start_Date__c Parent Task Start Date Pre-Spring 2018 Formula for the start date of the current Project Task's Parent Task

Formula:
Parent_Task__r.Start_Date_Time__c
 Date
Parent_Task__c Parent Task Pre-Spring 2018 This lookup captures Task hierarchies: sub-Tasks have a Parent Task lookup value for the next higher-level Task in the Task hierarchy. Note that this is separate and distinct from temporal (dependent/predecessor) relationships between Tasks.

Looks up to: Project_Task__c
 Lookup
Percent_Complete_Hours__c Percent Complete (Hours) Pre-Spring 2018 Formula field calculated from Actual Hours divided by Estimated Hours multiplied by 100. When a value is set in Estimated Time To Completion (Task), calculated from Actual Hours divided by the sum of Actual Hours and Estimated Time To Completion (Task) multiplied by 100.

Formula:
IF ( ISBLANK(Estimated_Time_To_Completion__c), IF ( Estimated_Hours__c == 0, 0, /* 0% on no estimate to match behavior of points */ Actual_Hours__c/Estimated_Hours__c ) , IF ( (Estimated_Time_To_Completion__c + Actual_Hours__c == 0), 0, /* 0% on no estimate to match behavior of points */ (Actual_Hours__c/(Estimated_Time_To_Completion__c + Actual_Hours__c)) ))
Percent(18,2)
Percent_Complete_Points__c Percent Complete (Points) Pre-Spring 2018 Percent(5,2) 0
Percent_Complete_Tasks__c Percent Complete (Tasks) Pre-Spring 2018 Percent(5,2) 0
Points_Baseline__c Points Baseline Pre-Spring 2018 Number(10,2)
Points_Complete_Rollup__c Points Complete Rollup Summer 2022 Points Complete on this task. If a task is parent, points complete are rolled up from the child tasks.

 Number(10,2) 0
Points_Complete__c Points Complete Pre-Spring 2018 Number(10,2) 0
Points_Remaining__c Points Remaining Pre-Spring 2018 Formula:
Points__c - Points_Complete__c
 Number(18,2)
Points_Rollup__c Points Rollup Summer 2022 Points on this task. If a task is parent, points are rolled up from the child tasks.

 Number(10,2) 0
Points__c Points Pre-Spring 2018 Number(10,2)
Priority__c Priority Pre-Spring 2018 Pick list that may be customized to reflect possible priority levels that can be associated with Project Tasks.

 Picklist:
P1
P2
P3
P4
P5
Project__c Project Pre-Spring 2018 The Project that the Task is a part of.

Looks up to: Proj__c
 Lookup
Projected_Hours__c Projected Hours Pre-Spring 2018 Formula:
IF (ISBLANK(Estimated_Time_To_Completion__c), Estimated_Hours__c, Actual_Hours__c + Estimated_Time_To_Completion__c)
 Number(18,2)
Source_Project_Task__c Source Project Task Summer 2024 The source project task from which the new project task is copied.

Looks up to: Project_Task__c
 Lookup
Start_Date_Time__c Start Date & Time Pre-Spring 2018 The date & time on which work for this Task is supposed to start. Timecards may still be entered for a Task before this date as long as it is not closed for time entry.

 DateTime
Start_Date__c Start Date Pre-Spring 2018 Formula:
DATEVALUE(Start_Date_Time__c)
 Date
Started__c Started Pre-Spring 2018 Will be checked if the task has been started

 Checkbox false
Status__c Status Pre-Spring 2018 Pick list for Project Task status that may be customized as needed for possible Task status values

 Picklist:
Blocked
Complete
Deferred
Draft
Planned
Started
Summary__c Summary Pre-Spring 2018 Indicated if this is a task that has children. If summary task values and time should be rolled up from sub tasks. Values should not be entered directly for this task

 Checkbox false
Sync_with_Jira__c Sync with Jira Fall 2020 Controls whether the project task is synchronized with Jira.

 Checkbox false
Synchronize_Milestone_And_Task__c Synchronize Milestone and Task Spring 2020 When selected, the related milestone target date and the task end date will be synchronized when modified in Gantt.

 Checkbox false
Task_ID_Chain__c Task ID Chain Pre-Spring 2018 System field showing the delimited list of Parent Task IDs 'up the chain' to the Top-level Parent Task. Top-level Parent Tasks will have a Task ID Chain value equal to their own ID. Their immediate child Tasks will have a Task ID Chain value equal to their own ID, then the ID of their Parent Task, and so on.

 Text(255)
Task_Key_Chain__c Task Key Chain Pre-Spring 2018 Text(255)
Task_Key__c Task Key Pre-Spring 2018 Internal alternative id. Not intended for display

 Text(15)
Task_Name_Chain_Long__c Task Name Chain (Long) Pre-Spring 2018 This is a new field to hold task name chain. This field has same behavior as the "Task Name Chain" field. But the new data type (long text area) will allow name chain for larger number for project tasks in a hierarchy as compare to the old one (255 chars)

 LongTextArea(32768)
Task_Name_Chain__c Task Name Chain Pre-Spring 2018 System field showing the delimited list of Parent Task Names 'up the chain' to the Top-level Parent Task. Top-level Parent Tasks will have a Task Name Chain value equal to their own Name. Their immediate child Tasks will have a Task Name Chain value equal to their own Name, then the name of their Parent Task, and so on.

 Text(255)
Task_Number__c Task Number Pre-Spring 2018 Internal number not intended for display

 AutoNumber
Timecard_Actual_Hours__c Timecard Actual Hours Spring 2023 Number(18,2)
Timecard_Hours__c Timecard Hours Pre-Spring 2018 Summary
Top_level_Parent_Task__c Top-level Parent Task Pre-Spring 2018 System field which shows the top-level Parent Task (parent task's parent's parent etc.) for the current Task. Top-level Tasks have no Parent Task or Top-level Parent Task themselves.

Looks up to: Project_Task__c
 Lookup
WBS_Element_Number__c WBS Element Number Pre-Spring 2018 Work Breakdown Structure Element Number or ID. May correspond to external Task Management system.

 Text(100)
Work_Calendar__c Work Calendar Fall 2019 The work calendar used to schedule a project task.

Looks up to: Work_Calendar__c
 Lookup
Work_Remaining__c Work Remaining Pre-Spring 2018 Number(18,2)


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