Professional Services Automation Data Dictionary

Practice_Actuals__c

Label: Practice Actuals

Represents rolled-up revenues and costs expressed in the practice currency for a particular time period, as well as total hours for the parent practice. Practices and time periods have a master-detail relationship with group actuals.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
Billable_External_Hours__c Billable Hours (External) Pre-Spring 2018 Billable timecard hours from external resources.

Number(18,2) false 0.00
Billable_Internal_Hours__c Billable Hours (Internal) Pre-Spring 2018 Billable timecard hours from internal resources.

Number(18,2) false 0.00
Billed__c Billed Pre-Spring 2018 Sum of the amounts marked as billed.

Currency(18,2) false 0.00
Billings__c Billings Pre-Spring 2018 Sum of of ready-to-bill revenue from business records.

Currency(18,2) false 0.00
Bookings__c Bookings Pre-Spring 2018 Sum of amount from Customer POs and Customer PO Change budgets.

Currency(18,2) false 0.00
Credited_Non_Billable_Internal_Hours__c Credited Hours Pre-Spring 2018 Credited Non-Billable timecard hours from internal resource.

Number(18,2) false 0.00
End_Date__c End Date Pre-Spring 2018 Formula:
Time_Period__r.End_Date__c
Date false
Excluded_Hours__c Excluded Hours Pre-Spring 2018 Excluded Non-Billable timecard hours from internal resource.

Number(18,2) false 0.00
Expense_Budget__c Expense Budget Pre-Spring 2018 Sum of expense amount from budgets.

Currency(18,2) false 0.00
Expense_Costs__c Expense Costs Pre-Spring 2018 Sum of costs associated with expenses.

Currency(18,2) false 0.00
External_Costs__c External Costs Pre-Spring 2018 Sum of costs from external resources.

Currency(18,2) false 0.00
Has_Difference_In_Verification__c Has Difference in Verification Fall 2021 Formula to identify the differences between actuals and verification actuals.

Formula:
AND( NOT(ISBLANK(pse__Verified_By__c)), OR( (ROUND(pse__Bookings__c, 2) != ROUND(pse__Verified_By__r.pse__Bookings__c, 2)), (ROUND(pse__Pre_Billed__c, 2) != ROUND(pse__Verified_By__r.pse__Pre_Billed__c, 2)), (ROUND(pse__Billings__c, 2) != ROUND(pse__Verified_By__r.pse__Billings__c, 2)), (ROUND(pse__Billings__c, 2) != ROUND(pse__Verified_By__r.pse__Billings__c, 2)), (ROUND(pse__Billable_External_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Billable_External_Hours__c, 2)), (ROUND(pse__Billable_Internal_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Billable_Internal_Hours__c, 2)), (ROUND(pse__Billed__c, 2) != ROUND(pse__Verified_By__r.pse__Billed__c, 2)), (ROUND(pse__Credited_Non_Billable_Internal_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Credited_Non_Billable_Internal_Hours__c, 2)), (ROUND(pse__Excluded_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Excluded_Hours__c, 2)), (ROUND(pse__Internal_Budget__c, 2) != ROUND(pse__Verified_By__r.pse__Internal_Budget__c, 2)), (ROUND(pse__Expense_Budget__c, 2) != ROUND(pse__Verified_By__r.pse__Expense_Budget__c, 2)), (ROUND(pse__Expense_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__Expense_Costs__c, 2)), (ROUND(pse__External_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__External_Costs__c, 2)), (ROUND(pse__Internal_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__Internal_Costs__c, 2)), (ROUND(pse__Invoiced__c, 2) != ROUND(pse__Verified_By__r.pse__Invoiced__c, 2)), (ROUND(pse__Non_Billable_External_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Non_Billable_External_Hours__c, 2)), (ROUND(pse__Non_Billable_Internal_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__Non_Billable_Internal_Hours__c, 2)), (ROUND(pse__Other_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__Other_Costs__c, 2)), (ROUND(pse__Pass_Through_Billings__c, 2) != ROUND(pse__Verified_By__r.pse__Pass_Through_Billings__c, 2)), (ROUND(pse__Revenue__c, 2) != ROUND(pse__Verified_By__r.pse__Revenue__c, 2)), (ROUND(pse__Total_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__Total_Costs__c, 2)), NRV_Has_Difference_In_Verification__c ) )
Checkbox false
Internal_Budget__c Internal Budget Pre-Spring 2018 Sum of Internal Budget and Internal Budget Change Request amounts.

Currency(18,2) false 0.00
Internal_Costs__c Internal Costs Pre-Spring 2018 Sum of costs from internal resources.

Currency(18,2) false 0.00
Invoiced__c Invoiced Pre-Spring 2018 Sum of the invoiced amounts.

Currency(18,2) false 0.00
Is_Verification__c Is Verification Pre-Spring 2018 Contains true if this record serves to verify the contents of another record

Checkbox false
Margin__c Margin Pre-Spring 2018 Sum of Billings and Pass-Through Billings minus Total Costs.

Formula:
Billings__c + Pass_Through_Billings__c - Internal_Costs__c - External_Costs__c - Expense_Costs__c - Other_Costs__c
Currency(18,2) false
NRV_Billable_External_Hours__c Individual Billable Hours (External) Summer 2023 Individual value of billable timecard hours from external resources. Derived from this project alone, separate from child project roll ups.

Number(18,2) false 0.00
NRV_Billable_Internal_Hours__c Individual Billable Hours (Internal) Summer 2023 Individual value of billable timecard hours from internal resources. Derived from this project alone, separate from child project roll ups.

Number(18,2) false 0.00
NRV_Billed__c Individual Billed Summer 2023 Individual value of the amounts marked as billed. Derived from this project alone, separate from child project roll ups.

Currency(18,2) false 0.00
NRV_Billings__c Individual Billings Summer 2023 Individual value of ready-to-bill revenue from business records. Derived from this project alone, separate from child project roll ups.

Currency(18,2) false 0.00
NRV_Bookings__c Individual Bookings Summer 2023 Individual value of Customer POs and Customer PO Change Order budget amounts. Derived from this project alone, separate from child project roll ups.

Currency(18,2) false 0.00
NRV_Credited_Non_Billable_Internal_Hours__c Individual Credited Hours Summer 2023 Individual value of credited Non-Billable timecard hours from internal resource. Derived from this project alone, separate from child project roll ups.

Number(18,2) false 0.00
NRV_Excluded_Hours__c Individual Excluded Hours Summer 2023 Individual value of excluded Non-Billable timecard hours from internal resource. Derived from this project alone, separate from child project roll ups.

Number(18,2) false 0.00
NRV_Expense_Budget__c Individual Expense Budget Summer 2023 Individual value of expense budget amounts. Derived from this project alone, separate from child project roll ups.

Currency(18,2) false 0.00
NRV_Expense_Costs__c Individual Expense Costs Summer 2023 Individual value of costs associated with expenses. Derived from this project alone, separate from child project roll ups.

Currency(18,2) false 0.00
NRV_External_Costs__c Individual External Costs Summer 2023 Individual value of costs from external resources. Derived from this project alone, separate from child project roll ups.

Currency(18,2) false 0.00
NRV_Has_Difference_In_Verification__c Individual Difference in Verification Summer 2023 Formula to identify the differences between actuals and verification actuals for individual fields. This formula is used in Has_Difference_In_Verification__c.

Formula:
AND( NOT(ISBLANK(pse__Verified_By__c)), OR( (ROUND(pse__NRV_Bookings__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Bookings__c, 2)), (ROUND(pse__NRV_Pre_Billed__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Pre_Billed__c, 2)), (ROUND(pse__NRV_Billings__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Billings__c, 2)), (ROUND(pse__NRV_Billings__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Billings__c, 2)), (ROUND(pse__NRV_Billable_External_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Billable_External_Hours__c, 2)), (ROUND(pse__NRV_Billable_Internal_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Billable_Internal_Hours__c, 2)), (ROUND(pse__NRV_Billed__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Billed__c, 2)), (ROUND(pse__NRV_Credited_Non_Billable_Internal_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Credited_Non_Billable_Internal_Hours__c, 2)), (ROUND(pse__NRV_Excluded_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Excluded_Hours__c, 2)), (ROUND(pse__NRV_Internal_Budget__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Internal_Budget__c, 2)), (ROUND(pse__NRV_Expense_Budget__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Expense_Budget__c, 2)), (ROUND(pse__NRV_Expense_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Expense_Costs__c, 2)), (ROUND(pse__NRV_External_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_External_Costs__c, 2)), (ROUND(pse__NRV_Internal_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Internal_Costs__c, 2)), (ROUND(pse__NRV_Invoiced__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Invoiced__c, 2)), (ROUND(pse__NRV_Non_Billable_External_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Non_Billable_External_Hours__c, 2)), (ROUND(pse__NRV_Non_Billable_Internal_Hours__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Non_Billable_Internal_Hours__c, 2)), (ROUND(pse__NRV_Other_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Other_Costs__c, 2)), (ROUND(pse__NRV_Pass_Through_Billings__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Pass_Through_Billings__c, 2)), (ROUND(pse__NRV_Revenue__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Revenue__c, 2)), (ROUND(pse__NRV_Total_Costs__c, 2) != ROUND(pse__Verified_By__r.pse__NRV_Total_Costs__c, 2)) ) )
Checkbox false
NRV_Internal_Budget__c Individual Internal Budget Summer 2023 Individual value of Internal Budget and Internal Budget Change Request amounts. Derived from this project alone, separate from child project roll ups.

Currency(18,2) false 0.00
NRV_Internal_Costs__c Individual Internal Costs Summer 2023 Individual value of costs from internal resources. Derived from this project alone, separate from child project roll ups.

Currency(18,2) false 0.00
NRV_Invoiced__c Individual Invoiced Summer 2023 Individual value of the invoiced amounts. Derived from this project alone, separate from child project roll ups.

Currency(18,2) false 0.00
NRV_Margin__c Individual Margin Summer 2023 Individual value of Billings and Pass-Through Billings minus Total Costs. Derived from this project alone, separate from child project roll ups.

Formula:
NRV_Billings__c + NRV_Pass_Through_Billings__c - NRV_Internal_Costs__c - NRV_External_Costs__c - NRV_Expense_Costs__c - NRV_Other_Costs__c
Currency(18,2) false
NRV_Non_Billable_External_Hours__c Individual Non-Billable Hours (External) Summer 2023 Individual value of Non-Billable timecard hours from external resources. Derived from this project alone, separate from child project roll ups.

Number(18,2) false 0.00
NRV_Non_Billable_Internal_Hours__c Individual Non-Billable Hours (Internal) Summer 2023 Individual value of Non-Billable timecard hours from internal resources. Derived from this project alone, separate from child project roll ups.

Number(18,2) false 0.00
NRV_Other_Costs__c Individual Other Costs Summer 2023 Individual value of miscellaneous adjustment other cost amounts. Derived from this project alone, separate from child project roll ups.

Currency(18,2) false 0.00
NRV_Pass_Through_Billings__c Individual Pass-Through Billings Summer 2023 Individual value of Billable expense and miscellaneous adjustment pass-through-ready-to-bill revenue amounts. Derived from this project alone, separate from child project roll ups.

Currency(18,2) false 0.00
NRV_Pre_Billed__c Individual Pre-Billed Summer 2023 Individual value of pre-billed amounts from budgets or miscellaneous adjustments. Derived from this project alone, separate from child project roll ups.

Currency(18,2) false 0.00
NRV_Revenue__c Individual Revenue Summer 2023 Individual value of miscellaneous adjustment revenue amounts. Derived from this project alone, separate from child project roll ups.

Currency(18,2) false 0.00
NRV_Total_Costs__c Individual Total Costs Summer 2023 Individual value of internal, external, expense and other costs. Derived from this project alone, separate from child project roll ups.

Formula:
NRV_Internal_Costs__c + NRV_External_Costs__c + NRV_Expense_Costs__c + NRV_Other_Costs__c
Currency(18,2) false
Non_Billable_External_Hours__c Non-Billable Hours (External) Pre-Spring 2018 Non-Billable timecard hours from external resources.

Number(18,2) false 0.00
Non_Billable_Internal_Hours__c Non-Billable Hours (Internal) Pre-Spring 2018 Non-Billable timecard hours from internal resources.

Number(18,2) false 0.00
Other_Costs__c Other Costs Pre-Spring 2018 Sum of miscellaneous adjustment other cost amounts.

Currency(18,2) false 0.00
Pass_Through_Billings__c Pass-Through Billings Pre-Spring 2018 Sum of Billable expense and miscellaneous adjustment pass-through-ready-to-bill revenue amounts.

Currency(18,2) false 0.00
Practice_Head__c Practice Owner Pre-Spring 2018 Formula:
Practice__r.Practice_Head__r.FirstName & " " & Practice__r.Practice_Head__r.LastName
Text false
Practice__c Practice Pre-Spring 2018 Looks up to: Practice__c
MasterDetail
Pre_Billed__c Pre-Billed Pre-Spring 2018 Sum of pre-billed amounts from budgets or miscellaneous adjustments.

Currency(18,2) false 0.00
Revenue__c Revenue Pre-Spring 2018 Sum of revenue amount from miscellaneous adjustments.

Currency(18,2) false 0.00
Scheduled_Backlog_Calculated_Date__c Scheduled Backlog Calculated Date Pre-Spring 2018 Date false Today()
Scheduled_Milestone__c Scheduled Milestone Pre-Spring 2018 Currency(18,2) false
Scheduled_Time__c Scheduled Time Pre-Spring 2018 Currency(18,2) 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
Total_Costs__c Total Costs Pre-Spring 2018 Sum of internal, external, expense and other costs.

Formula:
Internal_Costs__c + External_Costs__c + Expense_Costs__c + Other_Costs__c
Currency(18,2) false
Unique_Name__c Unique Name Pre-Spring 2018 Text(80) true
Unscheduled_Backlog__c Unscheduled Backlog Pre-Spring 2018 Currency(18,2) false
Verified_By__c Verified By Pre-Spring 2018 Self-join to store a temporary recalculation of the actuals for verification purposes

Looks up to: Practice_Actuals__c
Lookup false


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