Group_Plan__c

Label: Group Plan

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

Field Name	Field Label	Created in Version	Description	Type	Required
End_Date__c	End Date	Pre-Spring 2018	Formula: Time_Period__r.End_Date__c	Date	false
Group_Owner__c	Group Owner	Pre-Spring 2018	Formula: Group__r.Group_Head__r.FirstName & " " & Group__r.Group_Head__r.LastName	Text	false
Group_Plan_For__c	Group Plan For	Pre-Spring 2018	Concatenated Group and Time Period Names (with a hyphen, ' - ', in between). Formula: Group__r.Name & ' - ' & Time_Period__r.Name	Text	false
Group__c	Group	Pre-Spring 2018	Looks up to: Grp__c	MasterDetail
Planned_Billings__c	Planned Billings	Pre-Spring 2018		Currency(18,2)	false
Planned_Bookings__c	Planned Bookings	Pre-Spring 2018		Currency(18,2)	false
Planned_External_Costs__c	Planned External Costs	Pre-Spring 2018		Currency(18,2)	false
Planned_Internal_Costs__c	Planned Internal Costs	Pre-Spring 2018		Currency(18,2)	false
Planned_Margin__c	Planned Margin	Pre-Spring 2018	Formula: Planned_Billings__c - Planned_External_Costs__c - Planned_Internal_Costs__c	Currency(18,2)	false
Planned_Revenue__c	Planned Revenue	Pre-Spring 2018		Currency(18,2)	false
Planned_Utilization__c	Planned Utilization	Pre-Spring 2018		Percent(5,2)	false
Start_Date__c	Start Date	Pre-Spring 2018	Formula: Time_Period__r.Start_Date__c	Date	false
Time_Period_Type__c	Time Period Type	Pre-Spring 2018	Formula: TEXT(Time_Period__r.Type__c)	Text	false
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 Group and Time Period IDs with a hyphen ('-') in between	Text(80)	false