Professional Services Automation Data Dictionary

pse__Project_Task_Assignment__c

Label: Project Task Assignment

Project task assignments are distinct from standard assignments. They associate a resource or resource role (for example, Project Manager) with a project task. Project tasks have a master-detail relationship with project task assignments.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
pse__Action_Sync_With_External_Calendar__c Action: Sync with External Calendar Spring 2023 Checkbox to sync PTA with external calendar.

Checkbox false
pse__Actual_Cost__c Actual Cost Spring 2023 The actual cost of the project task assignment, which is calculated by multiplying its timecard actual hours by the cost rate of the assigned resources.

Currency(18,2) false 0.00
pse__Allocation_Hours__c Allocation Hours Fall 2019 The number of hours allocated to a resource for a project task assignment.

Number(7,2) false
pse__Allocation_Percentage__c Allocation Percentage Spring 2019 The percentage resource and/or role allocation of the task's estimated hours.

Percent(5,2) false
pse__Assignment__c Assignment Pre-Spring 2018 Looks up to: pse__Assignment__c
Lookup false
pse__End_Date__c End Date Pre-Spring 2018 Formula:
IF( NOT(ISBLANK(pse__Assignment__c)), pse__Assignment__r.pse__End_Date__c, IF(NOT(ISBLANK(pse__Resource_Request__r.pse__Preferred_Schedule__c)), pse__Resource_Request__r.pse__Preferred_Schedule__r.pse__End_Date__c, pse__Resource_Request__r.pse__End_Date__c ) )
Date false
pse__Estimated_Cost__c Estimated Cost Spring 2023 The estimated cost of the project task assignment, calculated from the allocated hours and the default cost rates of the assigned resources.

Currency(18,2) false 0.00
pse__Estimated_Hours__c Estimated Hours Spring 2023 The hours allocated to the resource on the project task assignment.

Number(18,2) false
pse__Exclude_From_External_Calendar_Sync__c Exclude from External Calendar Sync Spring 2023 When selected, the project task assignment is not synced with an external calendar and the existing calendar events are also deleted if any.

Checkbox false
pse__External_Resource__c External Resource Pre-Spring 2018 Text(255) false
pse__Hours__c Hours Pre-Spring 2018 The number of scheduled hours.

Formula:
IF( AND(NOT(ISBLANK(pse__Assignment__c)), NOT(ISBLANK(pse__Assignment__r.pse__Scheduled_Hours__c)) ), pse__Assignment__r.pse__Scheduled_Hours__c, IF( NOT(ISBLANK(pse__Resource_Request__c)), IF( AND( NOT(ISBLANK(pse__Resource_Request__r.pse__Preferred_Schedule__c)), NOT(ISBLANK( pse__Resource_Request__r.pse__Preferred_Schedule__r.pse__Scheduled_Hours__c)) ), pse__Resource_Request__r.pse__Preferred_Schedule__r.pse__Scheduled_Hours__c, IF( NOT(ISBLANK(pse__Resource_Request__r.pse__SOW_Hours__c)), pse__Resource_Request__r.pse__SOW_Hours__c, 0) ), 0) )
Number(18,2) false
pse__Project_ID__c Project ID Pre-Spring 2018 Formula:
pse__Project_Task__r.pse__Project__c
Text false
pse__Project_Task_End_Date__c Project Task End Date Pre-Spring 2018 Formula:
pse__Project_Task__r.pse__End_Date__c
Date false
pse__Project_Task_Start_Date__c Project Task Start Date Pre-Spring 2018 Formula:
pse__Project_Task__r.pse__Start_Date__c
Date false
pse__Project_Task__c Project Task Pre-Spring 2018 Project Task to which the Resource is being Associated

Looks up to: pse__Project_Task__c
MasterDetail
pse__Project__c Project Pre-Spring 2018 Formula:
IF(OR(ISNULL(pse__Project_Task__c),(pse__Project_Task__c=''),ISNULL(pse__Project_Task__r.pse__Project__c),(pse__Project_Task__r.pse__Project__c='')),'',HYPERLINK('/'&pse__Project_Task__r.pse__Project__c,IF(OR(ISNULL(pse__Project_Task__r.pse__Project__r.Name),(pse__Project_Task__r.pse__Project__r.Name='')),pse__Project_Task__r.pse__Project__c,pse__Project_Task__r.pse__Project__r.Name)))
Text false
pse__Resource_Request__c Resource Request Pre-Spring 2018 Looks up to: pse__Resource_Request__c
Lookup false
pse__Resource_Role__c Resource Role Pre-Spring 2018 Picklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer
false
pse__Resource__c Resource Pre-Spring 2018 Resource being associated with the Project Task

Looks up to: Contact

Lookup false
pse__Schedule_Type__c Schedule Type Pre-Spring 2018 Formula:
IF( NOT(ISBLANK(pse__Assignment__c)), $Label.pta_schedule_type_assignment, IF(NOT(ISBLANK(pse__Resource_Request__c)), IF(NOT(ISBLANK(pse__Resource_Request__r.pse__Preferred_Schedule__c)), $Label.pta_schedule_type_rr_schedule, $Label.pta_schedule_type_rr_dates ), $Label.pta_schedule_type_rr_none ) )
Text false
pse__Start_Date__c Start Date Pre-Spring 2018 Formula:
IF( NOT(ISBLANK(pse__Assignment__c)), pse__Assignment__r.pse__Start_Date__c, IF(NOT(ISBLANK(pse__Resource_Request__r.pse__Preferred_Schedule__c)), pse__Resource_Request__r.pse__Preferred_Schedule__r.pse__Start_Date__c, pse__Resource_Request__r.pse__Start_Date__c ) )
Date false


© Copyright 2009–2025 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.