| Action_Refresh_Expense_Rollups__c |
Action: Refresh Expense Roll-Ups |
Spring 2020 |
If checked on save, recalculates information from expenses associated with the milestone.
|
Checkbox |
|
false |
| Action_Refresh_Timecard_Rollups__c |
Action: Refresh Timecard Roll-Ups |
Spring 2020 |
If checked on save, recalculates information from timecards associated with the milestone.
|
Checkbox |
|
false |
| Actual_Date__c |
Actual Date |
Pre-Spring 2018 |
|
Date |
false |
|
| Admin_Global_Edit__c |
Admin Global Edit |
Pre-Spring 2018 |
If checked, allows Admin to make 'global' changes to the Milestone, including edits to the Milestone's Project, Resource, Currency, or Date, even if Include In Financials is checked. Config requirement: Actuals Calculation Mode must be set to 'Scheduled'.
|
Checkbox |
|
false |
| Apply_Default_Bill_Rate_to_Timecard__c |
Apply Default Bill Rate to Timecard |
Pre-Spring 2018 |
If checked, and if default-timecard-bill-rate-from-milestone config is set to true, Default Bill Rate will be defaulted onto any child Timecards.
|
Checkbox |
|
false |
| Approved__c |
Approved |
Pre-Spring 2018 |
This checkbox should be checked when the Milestone is approved - typically by a workflow driven by the Status field.
|
Checkbox |
|
false |
| Approved_for_Billing__c |
Approved for Billing |
Pre-Spring 2018 |
|
Checkbox |
|
false |
| Approved_for_Vendor_Payment__c |
Approved for Vendor Payment |
Pre-Spring 2018 |
|
Checkbox |
|
false |
| Approver__c |
Approver |
Pre-Spring 2018 |
Looks up to: User
|
Lookup |
false |
|
| Audit_Notes__c |
Audit Notes |
Pre-Spring 2018 |
|
TextArea |
false |
|
| Bill_Date__c |
Bill Date |
Pre-Spring 2018 |
|
Date |
false |
|
| Bill_Transaction__c |
Bill Transaction |
Pre-Spring 2018 |
Looks up to: Transaction__c
|
Lookup |
false |
|
| Billable_Amount_In_Financials__c |
Billable Amount In Financials |
Pre-Spring 2018 |
|
Currency(18,2) |
false |
0.00 |
| Billable_Amount_Submitted__c |
Billable Amount Submitted |
Pre-Spring 2018 |
|
Currency(18,2) |
false |
0.00 |
| Billable_Days_In_Financials__c |
Billable Days In Financials |
Pre-Spring 2018 |
|
Number(18,6) |
false |
0 |
| Billable_Days_Submitted__c |
Billable Days Submitted |
Pre-Spring 2018 |
|
Number(18,6) |
false |
0 |
| Billable_Expenses_In_Financials__c |
Billable Expenses In Financials |
Pre-Spring 2018 |
|
Currency(18,2) |
false |
0.00 |
| Billable_Expenses_Submitted__c |
Billable Expenses Submitted |
Pre-Spring 2018 |
|
Currency(18,2) |
false |
0.00 |
| Billable_Hours_In_Financials__c |
Billable Hours In Financials |
Pre-Spring 2018 |
|
Number(14,2) |
false |
0.00 |
| Billable_Hours_Submitted__c |
Billable Hours Submitted |
Pre-Spring 2018 |
|
Number(14,2) |
false |
0.00 |
| Billed__c |
Billed |
Pre-Spring 2018 |
|
Checkbox |
|
false |
| Billing_Event_Invoiced__c |
Billing Event Invoiced |
Pre-Spring 2018 |
Reflects Invoiced flag value on Billing Event Item's parent Billing Event
Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),$Label.common_label_n_a,IF(Billing_Event_Item__r.Billing_Event__r.Invoiced__c,$Label.common_label_yes,$Label.common_label_no))
|
Text |
false |
|
| Billing_Event_Item__c |
Billing Event Item |
Pre-Spring 2018 |
Looks up to: Billing_Event_Item__c
|
Lookup |
false |
|
| Billing_Event_Released__c |
Billing Event Released |
Pre-Spring 2018 |
Reflects Released flag value on Billing Event Item's parent Billing Event
Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),$Label.common_label_n_a,IF(Billing_Event_Item__r.Billing_Event__r.Is_Released__c,$Label.common_label_yes,$Label.common_label_no))
|
Text |
false |
|
| Billing_Event_Status__c |
Billing Event Status |
Pre-Spring 2018 |
Status pick list value on Billing Event Item's parent Billing Event
Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),'',TEXT(Billing_Event_Item__r.Billing_Event__r.Status__c))
|
Text |
false |
|
| Billing_Event__c |
Billing Event |
Pre-Spring 2018 |
Formula hyperlink to the Billing Event (parent record to the Bill Event Item) if any.
Formula:
IF(OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c),ISNULL(Billing_Event_Item__r.Billing_Event__c),ISBLANK(Billing_Event_Item__r.Billing_Event__c)),'',HYPERLINK('/'&Billing_Event_Item__r.Billing_Event__c, IF(OR(ISNULL(Billing_Event_Item__r.Billing_Event__r.Name),ISBLANK(Billing_Event_Item__r.Billing_Event__r.Name)),Billing_Event_Item__r.Billing_Event__c,(Billing_Event_Item__r.Billing_Event__r.Name))))
|
Text |
false |
|
| Billing_Hold__c |
Billing Hold |
Pre-Spring 2018 |
If true, this item cannot be billed
|
Checkbox |
|
false |
| Budget_Allocation__c |
Budget Allocation |
Spring 2024 |
The budget allocation relating to the milestone. This will determine which of the project's budgets are consumed by the milestone and in what proportions.
Looks up to: Budget_Allocation__c
|
Lookup |
false |
|
| Closed_for_Expense_Entry__c |
Closed for Expense Entry |
Pre-Spring 2018 |
If checked, indicates that Expense Reports and Expenses may no longer be entered for this Milestone. Is checked automatically when the Milestone's Project is Closed for Expense Entry.
|
Checkbox |
|
false |
| Closed_for_Time_Entry__c |
Closed for Time Entry |
Pre-Spring 2018 |
If checked, indicates that Timecards may no longer be entered for this Milestone. Is checked automatically when the Milestone's Project is Closed for Time Entry.
|
Checkbox |
|
false |
| Cost_Transaction__c |
Cost Transaction |
Pre-Spring 2018 |
Looks up to: Transaction__c
|
Lookup |
false |
|
| Default_Bill_Rate__c |
Default Bill Rate |
Pre-Spring 2018 |
If configured, Timecards for this Milestone will inherit this Bill Rate. In order for this to happen, the default-timecard-bill-rate-from-milestone Milestone config must be true (default false) and the 'Apply Default Bill Rate to Timecard' checkbox on the Milestone must be checked. Defaults to and must always be same currency as Project.
|
Currency(18,4) |
false |
|
| Default_Bill_Rate_is_Daily_Rate__c |
Default Bill Rate is Daily Rate |
Pre-Spring 2018 |
If checked, this means that the Default Bill Rate value signifies a rate per day rather than a rate per hour.
|
Checkbox |
|
false |
| Description__c |
Description |
Pre-Spring 2018 |
|
LongTextArea(32000) |
|
|
| Disable_Project_Task_Hours_Roll_Up__c |
Disable Project Task Hours Roll Up |
Pre-Spring 2018 |
|
Checkbox |
|
false |
| Eligible_for_Billing__c |
Eligible for Billing |
Pre-Spring 2018 |
Indicates Milestone is in a state that is eligible for Billing Event Generation (not including the Approved for Billing flag, which may also be required per global config). This means all of the following conditions must be met: Billing Hold = false Exclude from Billing = false Include In Financials = true Billed = false Invoiced = false Billing Event Item = {blank} Project = {not blank} Project's Account = {not blank} Project Exclude From Billing = false
Formula:
IF(AND(NOT(Billing_Hold__c),NOT(Exclude_from_Billing__c),Include_In_Financials__c,NOT(Billed__c),NOT(Invoiced__c),OR(ISNULL(Billing_Event_Item__c),ISBLANK(Billing_Event_Item__c)),NOT(OR(ISNULL(Project__c),ISBLANK(Project__c))),NOT(OR(ISNULL(Project__r.Account__c),ISBLANK(Project__r.Account__c))),NOT(Project__r.Exclude_From_Billing__c)),$Label.common_label_yes,$Label.common_label_no)
|
Text |
false |
|
| Estimated_Time_To_Completion__c |
Estimated Time To Completion |
Pre-Spring 2018 |
|
Number(8,2) |
false |
0.00 |
| Exclude_From_Tc_Exp_Rollups__c |
Exclude from Timecard Expense Rollups |
Summer 2024 |
When selected, the milestone is excluded from the rollup calculations.
|
Checkbox |
|
false |
| Exclude_from_Billing__c |
Exclude from Billing |
Pre-Spring 2018 |
If checked, never bill this business record. Same effect as Billing Hold, but intended to reflect a permanent exclusion from Billing Generation.
|
Checkbox |
|
false |
| Include_In_Financials__c |
Include In Financials |
Pre-Spring 2018 |
|
Checkbox |
|
false |
| Invoice_Date__c |
Invoice Date |
Pre-Spring 2018 |
|
Date |
false |
|
| Invoice_Number__c |
Invoice Number |
Pre-Spring 2018 |
|
Text(80) |
false |
|
| Invoice_Transaction__c |
Invoice Transaction |
Pre-Spring 2018 |
Looks up to: Transaction__c
|
Lookup |
false |
|
| Invoiced__c |
Invoiced |
Pre-Spring 2018 |
|
Checkbox |
|
false |
| Log_Milestone_Cost_As_External__c |
Log Milestone Cost As External |
Pre-Spring 2018 |
|
Checkbox |
|
false |
| Milestone_Amount__c |
Milestone Amount |
Pre-Spring 2018 |
Billable Amount associated with the Milestone itself (not including billable amounts from child Timecards/Expenses). This is primarily intended to be used for fixed-fee Projects. Defaults to and must always be same currency as Project.
|
Currency(18,2) |
false |
0.00 |
| Milestone_Cost__c |
Milestone Cost |
Pre-Spring 2018 |
External fixed-fee cost associated with Milestone, not including any costs associated with child Timecards and Expenses. This is intended to be used when the vendor cost incurred in fulfilling the Milestone is itself fixed-fee, and thus not captured in Timecards/Expenses. Defaults to and must always be same currency as Project.
|
Currency(18,2) |
false |
0.00 |
| Non_Billable_Days_In_Financials__c |
Non-Billable Days In Financials |
Pre-Spring 2018 |
|
Number(18,6) |
false |
0 |
| Non_Billable_Days_Submitted__c |
Non-Billable Days Submitted |
Pre-Spring 2018 |
|
Number(18,6) |
false |
0 |
| Non_Billable_Expenses_In_Financials__c |
Non-Billable Expenses In Financials |
Pre-Spring 2018 |
|
Currency(18,2) |
false |
0.00 |
| Non_Billable_Expenses_Submitted__c |
Non-Billable Expenses Submitted |
Pre-Spring 2018 |
|
Currency(18,2) |
false |
0.00 |
| Non_Billable_Hours_In_Financials__c |
Non-Billable Hours In Financials |
Pre-Spring 2018 |
|
Number(14,2) |
false |
0.00 |
| Non_Billable_Hours_Submitted__c |
Non-Billable Hours Submitted |
Pre-Spring 2018 |
|
Number(14,2) |
false |
0.00 |
| Opportunity_Product__c |
Opportunity Product |
Summer 2022 |
Lookup to the relevant opportunity product.
Looks up to: OpportunityLineItem
|
Lookup |
false |
|
| Override_Project_Group_Currency_Code__c |
Override Project Group Currency Code |
Pre-Spring 2018 |
Formula:
TEXT(Override_Project_Group__r.CurrencyIsoCode)
|
Text |
false |
|
| Override_Project_Group__c |
Override Project Group |
Pre-Spring 2018 |
If this field is set, it overrides the Group to which a Milestone's Transactions will roll up for Group Actuals, even if its Project is in a different Group. Typically a Milestone's Transactions roll up to its Project's Group. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.
Looks up to: Grp__c
|
Lookup |
false |
|
| Override_Project_Practice_Currency_Code__c |
Override Project Practice Currency Code |
Pre-Spring 2018 |
Formula:
TEXT(Override_Project_Practice__r.CurrencyIsoCode)
|
Text |
false |
|
| Override_Project_Practice__c |
Override Project Practice |
Pre-Spring 2018 |
If this field is set, it overrides the Practice to which a Milestone's Transactions will roll up for Practice Actuals, even if its Project is in a different Practice. Typically a Milestone's Transactions roll up to its Project's Practice. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.
Looks up to: Practice__c
|
Lookup |
false |
|
| Override_Project_Region_Currency_Code__c |
Override Project Region Currency Code |
Pre-Spring 2018 |
Formula:
TEXT(Override_Project_Region__r.CurrencyIsoCode)
|
Text |
false |
|
| Override_Project_Region__c |
Override Project Region |
Pre-Spring 2018 |
If this field is set, it overrides the Region to which a Milestone's Transactions will roll up for Regional Actuals, even if its Project is in a different Region. Typically a Milestone's Transactions roll up to its Project's Region. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals.
Looks up to: Region__c
|
Lookup |
false |
|
| Percent_Hours_Completed_For_Recognition__c |
% Hours Completed for Recognition |
Spring 2020 |
Percentage of hours completed, for revenue forecasts using the % Complete recognition method. For more information, see the PSA Help.
|
Percent(5,2) |
false |
|
| Planned_Hours__c |
Planned Hours |
Pre-Spring 2018 |
|
Number(18,2) |
false |
|
| Project_Currency_Exchange_Rate__c |
Project Currency Exchange Rate |
Fall 2019 |
Project (Bill Rate) Exchange Rate, relative to corporate currency, calculated on the actual or the target date of the milestone.
|
Number(18,6) |
false |
|
| Project_Task_Hours__c |
Project Task Hours |
Pre-Spring 2018 |
|
Number(18,2) |
false |
|
| Project__c |
Project |
Pre-Spring 2018 |
Looks up to: Proj__c
|
Lookup |
false |
|
| Recognition_Method__c |
Recognition Method |
Fall 2019 |
The recognition method to apply to this record for revenue forecasting.
|
Picklist |
false |
|
| Requires_Customer_Sign_off__c |
Requires Customer Sign-off |
Pre-Spring 2018 |
|
Checkbox |
|
false |
| Services_Credits_Allocation__c |
Services Credits Allocation |
Winter 2025 |
The allocation record that includes the details of the services credits that have been allocated to the milestone. This field is automatically updated when the services credits allocation process completes.
Looks up to: Services_Credits_Allocation__c
|
Lookup |
false |
|
| Services_Credits__c |
Services Credits |
Winter 2025 |
The number of services credits allocated to the milestone.
|
Number(18,0) |
false |
|
| Source_Milestone__c |
Source Milestone |
Summer 2024 |
The source milestone from which the new milestone is copied.
Looks up to: Milestone__c
|
Lookup |
false |
|
| Start_Date__c |
Start Date |
Spring 2020 |
The start date of this milestone.
|
Date |
false |
|
| Status__c |
Status |
Pre-Spring 2018 |
|
Picklist:
Approved
Canceled
Open
Planned |
false |
|
| Target_Date__c |
Target Date |
Pre-Spring 2018 |
|
Date |
true |
|
| Timecard_External_Costs_In_Financials__c |
Timecard External Costs In Financials |
Pre-Spring 2018 |
|
Currency(18,2) |
false |
0.00 |
| Timecard_External_Costs_Submitted__c |
Timecard External Costs Submitted |
Pre-Spring 2018 |
|
Currency(18,2) |
false |
0.00 |
| Timecard_Internal_Costs_In_Financials__c |
Timecard Internal Costs In Financials |
Pre-Spring 2018 |
|
Currency(18,2) |
false |
0.00 |
| Timecard_Internal_Costs_Submitted__c |
Timecard Internal Costs Submitted |
Pre-Spring 2018 |
|
Currency(18,2) |
false |
0.00 |
| Total_Completed_Points_from_Tasks__c |
Total Completed Points from Tasks |
Pre-Spring 2018 |
|
Number(16,2) |
false |
|
| Total_Number_of_Completed_Tasks__c |
Total Number of Completed Tasks |
Pre-Spring 2018 |
|
Number(12,0) |
false |
|
| Total_Number_of_Tasks__c |
Total Number of Tasks |
Pre-Spring 2018 |
|
Number(12,0) |
false |
|
| Total_Points_from_Tasks__c |
Total Points from Tasks |
Pre-Spring 2018 |
|
Number(16,2) |
false |
|
| Transaction__c |
Transaction |
Pre-Spring 2018 |
Looks up to: Transaction__c
|
Lookup |
false |
|
| Vendor_Account__c |
Vendor Account |
Pre-Spring 2018 |
The vendor account to use for vendor invoicing
Looks up to: Account
|
Lookup |
false |
|
| Vendor_Invoice_Item__c |
Vendor Invoice Item |
Pre-Spring 2018 |
Looks up to: Vendor_Invoice_Item__c
|
Lookup |
false |
|
