Professional Services Automation Data Dictionary

Utilization_Setup__c

Label: Utilization Setup

Stores the settings for utilization runs.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Active__c Active Fall 2021 Indicates the utilization setup record used for utilization runs. You can only have one active utilization setup record.

Checkbox true
Assignment_Batch_Size__c Assignment Batch Size Fall 2021 The maximum number of assignment records to process in a single batch for a utilization run.

Number(18,0) 250
Calculate_Hours_For_Threshold_Values__c Calculate Hours For Threshold Values Spring 2023 When selected, calculates the unheld resource request hours and weighted hours for the given threshold values associated with the opportunity success probability.

Checkbox false
End_Date__c End Date Spring 2022 The end date of the custom utilization period.

Date
Held_Resource_Request_Batch_Size__c Held Resource Request Batch Size Fall 2021 The maximum number of held resource request records to process in a single batch for a utilization run.

Number(18,0) 250
Only_Include_Changes__c Only Include Changes Fall 2021 When selected, only records from the earlier change are included, resulting in quicker runs.

Checkbox false
Resource_Batch_Size__c Resource Batch Size Fall 2021 The maximum number of resource records to process in a single batch for a utilization run.

Number(18,0) 25
Schedule_Exception_Batch_Size__c Schedule Exception Batch Size Fall 2021 The maximum number of schedule exceptions to process in a single batch for a utilization run.

Number(18,0) 250
Send_Failure_Email__c Send Failure Email Spring 2023 If selected, an email is sent when a Utilization Run is unsuccessful.

Checkbox true
Send_Failure_Notification__c Send Failure Notification Spring 2023 If selected, a notification is sent when a Utilization Run is unsuccessful.

Checkbox true
Send_Success_Email__c Send Success Email Spring 2023 If selected, an email is sent when a Utilization Run is successful.

Checkbox false
Send_Success_Notification__c Send Success Notification Spring 2023 If selected, a notification is sent when a Utilization Run is successful.

Checkbox true
Start_Date__c Start Date Spring 2022 The start date of the custom utilization period.

Date
Subtract_Holidays_From_Calendar_Hours__c Subtract Holidays From Calendar Hours Summer 2023 Determines whether holidays should be subtracted from calendar hours when performing a Utilization run.

Checkbox true
Threshold_Value_1__c Threshold Value 1 Spring 2023 Threshold value 1 for calculating the hours and weighted hours for unheld resource requests on the utilization result record.

Percent(5,2) 0.4
Threshold_Value_2__c Threshold Value 2 Spring 2023 Threshold value 2 for calculating the hours and weighted hours for unheld resource requests on the utilization result record.

Percent(5,2) 0.5
Threshold_Value_3__c Threshold Value 3 Spring 2023 Threshold value 3 for calculating the hours and weighted hours for unheld resource requests on the utilization result record.

Percent(5,2) 0.6
Threshold_Value_4__c Threshold Value 4 Spring 2023 Threshold value 4 for calculating the hours and weighted hours for unheld resource requests on the utilization result record.

Percent(5,2) 0.7
Threshold_Value_5__c Threshold Value 5 Spring 2023 Threshold value 5 for calculating the hours and weighted hours for unheld resource requests on the utilization result record.

Percent(5,2) 0.8
Threshold_Value_6__c Threshold Value 6 Spring 2023 Threshold value 6 for calculating the hours and weighted hours for unheld resource requests on the utilization result record.

Percent(5,2) 0.9
Timecard_Batch_Size__c Timecard Batch Size Fall 2021 The maximum number of timecard to process in a single batch for a utilization run.

Number(18,0) 1400
Timecard_Statuses__c Timecard Statuses Summer 2023 A comma-separated list of timecard status values that are used to determine which timecards are used for Utilization Analytics.

Text(255) "Submitted,Approved"
Unheld_Resource_Request_Batch_Size__c Unheld Resource Request Batch Size Spring 2021 The maximum number of unheld resource request records to process in a single batch for a utilization run.

Number(18,0) 500
Utilization_Period__c Utilization Period Fall 2021 The utilization period covered by the utilization run.

Picklist:
Current and Next Year
Custom
Last
Current and Next Quarter
Last
Current and Next Year
Utilization_Result_Batch_Size__c Utilization Result Batch Size Fall 2021 The maximum number of utilization result records to process per batch.

Number(18,0) 9900
Utilization_Run_Monitor_Interval__c Utilization Run Monitor Interval Spring 2021 The frequency in minutes that the Utilization Run Monitor executes after a utilization run has started.

Number(18,0) 60
Work_Calendar_Batch_Size__c Work Calendar Batch Size Fall 2021 The maximum number of work calendars to process in a single batch for a utilization run.

Number(18,0) 300


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