Professional Services Automation Data Dictionary

pse__Est_Vs_Actuals__c

Label: Est Vs Actuals

Compares the estimated and actual hours worked by a resource on an assignment, derived from scheduled hours and entered timecard hours respectively. PSA generates Est Vs Actuals when you create or update assignments and schedules, and when timecard hours are entered for an assignment.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
pse__Actual_Average_Bill_Rate__c Actual Average Bill Rate Pre-Spring 2018 Actual Billable Amount divided by Actual Hours or Actual Days as appropriate

Formula:
IF(OR(pse__Actual_Days__c = 0, pse__Actual_Hours__c = 0), 0, IF ( pse__Assignment__r.pse__Daily_Bill_Rate__c, (pse__Actual_Billable_Amount__c / pse__Actual_Days__c), (pse__Actual_Billable_Amount__c / pse__Actual_Hours__c)))
Currency(18,4) false
pse__Actual_Billable_Amount__c Actual Billable Amount Pre-Spring 2018 The billable amount of timecard hours

Currency(18,2) false 0
pse__Actual_Days_Aggregated__c Actual Days (Aggregated) Pre-Spring 2018 Actual number of days worked in the time period based on aggregated timecards by week.

Number(18,6) false
pse__Actual_Days__c Actual Days Pre-Spring 2018 Number(18,6) false
pse__Actual_Hours__c Actual Hours Pre-Spring 2018 Number(12,2) true
pse__Assignment__c Assignment Pre-Spring 2018 Looks up to: pse__Assignment__c
Lookup false
pse__Days_Percent_Variance__c Days Percent Variance Pre-Spring 2018 Formula:
IF(pse__Estimated_Days__c=0,0,(pse__Actual_Days__c - pse__Estimated_Days__c) / pse__Estimated_Days__c)
Percent(18,2) false
pse__Days_Variance__c Days Variance Pre-Spring 2018 Formula:
pse__Actual_Days__c - pse__Estimated_Days__c
Number(18,6) false
pse__End_Date__c End Date Pre-Spring 2018 End date of the time period for this record. This should not be confused with the end date of the associated assignment or timecards.

Date true
pse__Estimated_Days__c Estimated Days Pre-Spring 2018 Number(18,6) false
pse__Estimated_Hours__c Estimated Hours Pre-Spring 2018 Number(12,2) true
pse__Percent_Variance__c Hours Percent Variance Pre-Spring 2018 Formula:
IF(pse__Estimated_Hours__c != 0,(pse__Actual_Hours__c - pse__Estimated_Hours__c) / pse__Estimated_Hours__c,0)
Percent(18,2) false
pse__Project_Currency_Exchange_Rate__c Project Currency Exchange Rate Fall 2019 Project (bill rate) exchange rate, relative to corporate currency, calculated on the end date of the schedule.

Number(18,6) false
pse__Project_Manager__c Project Manager Pre-Spring 2018 Linked to the project manager for the project. This allows for easier workflow alerts to be sent

Looks up to: Contact

Lookup false
pse__Project__c Project Pre-Spring 2018 Looks up to: pse__Proj__c
Lookup false
pse__Requested_Billable_Amount__c (Beta) Requested Billable Amount Summer 2025 Calculated using the resource request's bill rate, or bill rate card if dated rates are used. The relevant rates are applied to the resource request's hours in the period covered by the EVA.

Currency(18,2) false
pse__Resource_Request_Bill_Rate__c Resource Request Bill Rate Fall 2019 Calculated by dividing Requested Billable Amount by the resource request's hours in the period covered by the EVA.

Currency(18,2) false 0
pse__Resource_Request_Days__c Resource Request Days Fall 2019 The number of requested days scheduled for the work on the held resource request during the time period.

Number(18,6) false
pse__Resource_Request_Hours__c Resource Request Hours Fall 2019 The number of requested hours scheduled on the held resource request.

Number(12,2) false
pse__Resource_Request__c Resource Request Fall 2019 Lookup to the held resource request relating to this Estimates Versus Actuals record.

Looks up to: pse__Resource_Request__c
Lookup false
pse__Resource__c Resource Pre-Spring 2018 Linked to the resource record for the assignment. This allows for easier workflow alerts to be sent

Looks up to: Contact

Lookup false
pse__Scheduled_Bill_Rate__c Scheduled Bill Rate Pre-Spring 2018 Calculated by dividing Scheduled Billable Amount by the estimated number of hours or days, depending on whether the Bill Rate is Daily Rate field is selected on the assignment. If Scheduled Billable Amount is blank, this is the bill rate from the assignment.

Formula:
IF( ISBLANK(pse__Scheduled_Billable_Amount__c), BLANKVALUE(pse__Assignment__r.pse__Bill_Rate__c, 0.0), IF( IF(pse__Scheduled_Bill_Rate_is_Daily_Rate__c == 'true', pse__Estimated_Days__c == 0, pse__Estimated_Hours__c == 0), 0, pse__Scheduled_Billable_Amount__c / IF(pse__Scheduled_Bill_Rate_is_Daily_Rate__c == 'true', pse__Estimated_Days__c, pse__Estimated_Hours__c) ) )
Currency(18,4) false
pse__Scheduled_Bill_Rate_is_Daily_Rate__c Scheduled Bill Rate is Daily Rate Pre-Spring 2018 Formula:
IF(pse__Assignment__r.pse__Daily_Bill_Rate__c, 'true', 'false')
Text false
pse__Scheduled_Billable_Amount__c (Beta) Scheduled Billable Amount Spring 2025 Calculated using the assignment's bill rate, or bill rate card if dated rates are used. Depending on whether Bill Rate is Daily Rate is selected on the assignment, the relevant rates are applied to the hours or days set out on the assignment's schedule.

Currency(18,2) false
pse__Start_Date__c Start Date Pre-Spring 2018 Start date of the time period for this record. This should not be confused with the start date of the associated assignment or timecards.

Date true
pse__Time_Period_Type__c Time Period Type Pre-Spring 2018 The type of time period this time span represents

Picklist:
Month
Quarter
Week
false
pse__Time_Period__c Time Period Pre-Spring 2018 The associated time period

Looks up to: pse__Time_Period__c
Lookup false
pse__Timecards_Submitted__c Timecards Submitted Pre-Spring 2018 Checkbox false
pse__Variance__c Hours Variance Pre-Spring 2018 Formula:
pse__Actual_Hours__c - pse__Estimated_Hours__c
Number(18,2) false


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