Professional Services Automation Data Dictionary

pse__Group_Plan__c

Label: Group Plan

Captures planned bookings, billings, costs, margin, revenue, and utilization for the group over a defined time period. Apart from services forecasting, fields on this object are not validated (other than for format) or used in any formulae. Groups and time periods have a master-detail relationship with group plans.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
pse__End_Date__c End Date Pre-Spring 2018 Formula:
pse__Time_Period__r.pse__End_Date__c
Date false
pse__Group_Owner__c Group Owner Pre-Spring 2018 Formula:
pse__Group__r.pse__Group_Head__r.FirstName & " " & pse__Group__r.pse__Group_Head__r.LastName
Text false
pse__Group_Plan_For__c Group Plan For Pre-Spring 2018 Concatenated Group and Time Period Names (with a hyphen, ' - ', in between).

Formula:
pse__Group__r.Name & ' - ' & pse__Time_Period__r.Name
Text false
pse__Group__c Group Pre-Spring 2018 Looks up to: pse__Grp__c
MasterDetail
pse__Planned_Billings__c Planned Billings Pre-Spring 2018 Currency(18,2) false
pse__Planned_Bookings__c Planned Bookings Pre-Spring 2018 Currency(18,2) false
pse__Planned_External_Costs__c Planned External Costs Pre-Spring 2018 Currency(18,2) false
pse__Planned_Internal_Costs__c Planned Internal Costs Pre-Spring 2018 Currency(18,2) false
pse__Planned_Margin__c Planned Margin Pre-Spring 2018 Formula:
pse__Planned_Billings__c - pse__Planned_External_Costs__c - pse__Planned_Internal_Costs__c
Currency(18,2) false
pse__Planned_Revenue__c Planned Revenue Pre-Spring 2018 Currency(18,2) false
pse__Planned_Utilization__c Planned Utilization Pre-Spring 2018 Percent(5,2) false
pse__Start_Date__c Start Date Pre-Spring 2018 Formula:
pse__Time_Period__r.pse__Start_Date__c
Date false
pse__Time_Period_Type__c Time Period Type Pre-Spring 2018 Formula:
TEXT(pse__Time_Period__r.pse__Type__c)
Text false
pse__Time_Period__c Time Period Pre-Spring 2018 Looks up to: pse__Time_Period__c
MasterDetail
pse__Unique_Name__c Unique Name Pre-Spring 2018 Unique system field: concatenation of Group and Time Period IDs with a hyphen ('-') in between

Text(80) false


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