Professional Services Automation Data Dictionary

Time_Period__c

Label: Time Period

The divisions of time that your services organization is concerned with. Time periods have types such as Month (e.g. November 2014), Quarter (e.g. Q4 2014), Year (e.g. 2014), or Perpetual (‘All Time’). Time periods drive how actuals are categorized, how forecasting is done, how billing events are generated, and most other time-specific functions within PSA. Always create one perpetual time period with an end date well into the future.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
Closed_For_Forecasting_Date_Time__c Date Marked as Closed for Forecasting Spring 2021 The date and time that the time period was closed for forecasting.

DateTime false
Closed_For_Forecasting__c Closed for Forecasting Spring 2020 If selected, this time period is closed for forecasting.

Checkbox false
End_Date__c End Date Pre-Spring 2018 Date true
Start_Date__c Start Date Pre-Spring 2018 Date true
Type__c Type Pre-Spring 2018 Picklist:
Month
Other
Perpetual
Quarter
SemiMonthly
Week
Year
false


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