Professional Services Automation Data Dictionary

pse__Expense_Limit_Rate__c

Label: Expense Limit / Rate

Depending on the type of expense incurred, either enforces a maximum amount (for example, Personal Meals) or calculates an amount based on a per-unit rate (for example, Auto Mileage). You can create a limit or rate for a particular time period or role. Also depends on the project's region, practice, or group (RPG). Expense limits/rates have a lookup relationship to one of the following: RPG or project.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
pse__Amount__c Amount Pre-Spring 2018 Currency(18,4) false 0.00
pse__Cascading__c Cascading Pre-Spring 2018 If checked, this checkbox determines whether the limit or rate applies to the child Projects/Regions/Practices/Groups of the specified Project/Region/Practice/Group.

Checkbox false
pse__Currency_Effective_Date__c Currency Effective Date Pre-Spring 2018 Date true Today()
pse__Description__c Description Pre-Spring 2018 TextArea false
pse__End_Date__c End Date Pre-Spring 2018 Expense Limit/Rate end date

Date false
pse__Group__c Group Pre-Spring 2018 Looks up to: pse__Grp__c
Lookup false
pse__Is_Active__c Active Pre-Spring 2018 Checkbox true
pse__Is_Rate__c Rate Pre-Spring 2018 Checkbox false
pse__Practice__c Practice Pre-Spring 2018 Looks up to: pse__Practice__c
Lookup false
pse__Project__c Project Pre-Spring 2018 Looks up to: pse__Proj__c
Lookup false
pse__Rate_Unit__c Rate Unit Pre-Spring 2018 Picklist:
Kilometer
Mile
false
pse__Region__c Region Pre-Spring 2018 Looks up to: pse__Region__c
Lookup false
pse__Resource_Role__c Resource Role Pre-Spring 2018 MultiselectPicklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer
false
pse__Start_Date__c Start Date Pre-Spring 2018 Expense Limit/Rate start date.

Date false
pse__Type__c Type Pre-Spring 2018 Picklist:
Airfare
Auto Mileage
Business Meals
Car Rental
Employee Relations
Gasoline
General and Admin Expenses
IT Equipment and Services
Lodging (Room and Tax)
Miscellaneous
Office Supplies and Services
Personal Meals
Phone
Postage and Shipping
Recruiting
Subway
Taxi
false


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