Transaction__c

Label: Transaction

A granular representation of an entity, expressed in units of time or currency, within PSA. Transactions are associated with a project; those related to timecards or expenses will also reference the associated resource. When eligible (typically when “Include In Financials” is selected on its related business record) the transaction amount or hours roll up to the project or resource, or, depending on configuration, their associated region, practice, or group. Never delete transaction records from a production organization.

Field Name	Field Label	Created in Version	Description	Type	Required	Default Value
Amount_Group_Currency__c	Amount (Group Currency)	Spring 2022	Transaction amount converted to group's currency. Formula: Amount__c * ( Group_Currency_Exchange_Rate__c / Project_Currency_Exchange_Rate__c )	Number(18,2)	false
Amount_Practice_Currency__c	Amount (Practice Currency)	Spring 2022	Transaction amount converted to practice's currency. Formula: Amount__c * ( Practice_Currency_Exchange_Rate__c / Project_Currency_Exchange_Rate__c )	Number(18,2)	false
Amount_Region_Currency__c	Amount (Region Currency)	Spring 2022	Transaction amount converted to region's currency. Formula: Amount__c * ( Region_Currency_Exchange_Rate__c / Project_Currency_Exchange_Rate__c )	Number(18,2)	false
Amount__c	Amount	Pre-Spring 2018		Currency(18,2)	true	0.00
Budget__c	Budget	Pre-Spring 2018	Looks up to: Budget__c	Lookup	false
Category__c	Category	Pre-Spring 2018		Picklist: Billable External Hours Billable Internal Hours Billed Revenue Booked Revenue Budgeted Cost Budgeted Expense Cost Credited Non-Billable Internal Hours Excluded Hours Expense Budget Expense Cost External Cost Internal Budget Internal Cost Invoiced Revenue Non-Billable External Hours Non-Billable Internal Hours Other Cost Pass-Through Ready-to-Bill Revenue Pre-Billed Revenue Ready-to-Bill Revenue Revenue	false
Effective_Date__c	Effective Date	Pre-Spring 2018		Date	false	TODAY()
Expense__c	Expense	Pre-Spring 2018	Looks up to: Expense__c	Lookup	false
Group_Currency_Code__c	Group Currency Code	Pre-Spring 2018		Text(3)	false
Group_Currency_Exchange_Rate__c	Group Currency Exchange Rate	Pre-Spring 2018		Number(18,6)	false
Group__c	Group	Pre-Spring 2018	Looks up to: Grp__c	Lookup	false
Hours__c	Hours	Pre-Spring 2018		Number(5,2)	false	0.00
Is_Project_Move__c	Is Project Move	Summer 2024	Field to identify transaction deltas that are part of a project move.	Checkbox		false
Milestone__c	Milestone	Pre-Spring 2018	Looks up to: Milestone__c	Lookup	false
Miscellaneous_Adjustment__c	Miscellaneous Adjustment	Pre-Spring 2018	Looks up to: Miscellaneous_Adjustment__c	Lookup	false
Overridden_Group__c	Overridden Group	Pre-Spring 2018	If checked, this checkbox indicates that the Group for the Transaction has been set independently from usual 'follows rules' for roll-ups. Instead, it has been overridden at the business record (Budget, Milestone, Misc Adjustment) level.	Checkbox		false
Overridden_Practice__c	Overridden Practice	Pre-Spring 2018	If checked, this checkbox indicates that the Practice for the Transaction has been set independently from usual 'follows rules' for roll-ups. Instead, it has been overridden at the business record (Budget, Milestone, Misc Adjustment) level.	Checkbox		false
Overridden_Region__c	Overridden Region	Pre-Spring 2018	If checked, this checkbox indicates that the Region for the Transaction has been set independently from usual 'follows rules' for roll-ups. Instead, it has been overridden at the business record (Budget, Milestone, Misc Adjustment) level.	Checkbox		false
Practice_Currency_Code__c	Practice Currency Code	Pre-Spring 2018		Text(3)	false
Practice_Currency_Exchange_Rate__c	Practice Currency Exchange Rate	Pre-Spring 2018		Number(18,6)	false
Practice__c	Practice	Pre-Spring 2018	Looks up to: Practice__c	Lookup	false
Project_Currency_Code__c	Project Currency Code	Pre-Spring 2018		Text(3)	false
Project_Currency_Exchange_Rate__c	Project Currency Exchange Rate	Pre-Spring 2018		Number(18,6)	false	1
Project__c	Project	Pre-Spring 2018	Looks up to: Proj__c	Lookup	false
Region_Currency_Code__c	Region Currency Code	Pre-Spring 2018		Text(3)	false
Region_Currency_Exchange_Rate__c	Region Currency Exchange Rate	Pre-Spring 2018		Number(18,6)	false
Region__c	Region	Pre-Spring 2018	Looks up to: Region__c	Lookup	false
Related_Record_Deleted__c	Related Record Ineligible	Pre-Spring 2018		Checkbox		false
Related_Record_ID__c	Related Record ID	Pre-Spring 2018		Text(18)	false
Related_Record_Name__c	Related Record Name	Pre-Spring 2018		Text(80)	false
Related_Record__c	Related Record	Pre-Spring 2018	Formula: IF(ISNULL(Related_Record_ID__c),'',HYPERLINK('/'&Related_Record_ID__c, IF(ISNULL(Related_Record_Name__c),Related_Record_ID__c,Related_Record_Name__c)))	Text	false
Resource_Currency_Code__c	Resource Currency Code	Pre-Spring 2018		Text(3)	false
Resource_Currency_Exchange_Rate__c	Resource Currency Exchange Rate	Pre-Spring 2018		Number(18,6)	false
Resource__c	Resource	Pre-Spring 2018	Looks up to: Contact	Lookup	false
Timecard__c	Timecard	Pre-Spring 2018	Looks up to: Timecard__c	Lookup	false
Type__c	Type	Pre-Spring 2018		Picklist: Budget Expense Invoice (Inbound) Invoice (Outbound) Milestone Miscellaneous Adjustment Purchase Order Sales Order Timecard	false
isBilled__c	For Billing	Pre-Spring 2018		Checkbox		false
isCost__c	Is Cost	Pre-Spring 2018		Checkbox		false
isExpense__c	Is Expense	Pre-Spring 2018		Checkbox		false
isInvoiced__c	For Invoicing	Pre-Spring 2018		Checkbox		false
isRevenue__c	Is Revenue	Pre-Spring 2018		Checkbox		false
isTime__c	Is Time	Pre-Spring 2018		Checkbox		false