Professional Services Automation Data Dictionary

pse__Resource_Request__c

Label: Resource Request

Operating as a means of asking for resources to staff an existing or planned project, resource requests collect information to help users responsible for staffing and assignment creation to choose the right resource. The user requesting the resource (e.g., project manager or sales professional) may create a resource request from an opportunity or project, or generate them based on project tasks and project task assignments. Held resource requests, or “soft bookings”, occur when a named resource has been reserved for a project or opportunity, but not yet assigned to the project.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
pse__AccountId__c AccountId Pre-Spring 2018 The Id of the Account associated with the related Opportunity, if one exists; otherwise, the Id of the Account associated with the related Project, if one exists.

Formula:
IF(AND(NOT(ISNULL(pse__Opportunity__c)),NOT(pse__Opportunity__c=''),NOT(ISNULL(pse__Opportunity__r.AccountId)),NOT(pse__Opportunity__r.AccountId='')), pse__Opportunity__r.AccountId, IF(AND(NOT(ISNULL(pse__Project__c)),NOT(pse__Project__c=''),NOT(ISNULL(pse__Project__r.pse__Account__c)),NOT(pse__Project__r.pse__Account__c='')),pse__Project__r.pse__Account__c,null))
 Text false
pse__Account_Link__c Account Link Pre-Spring 2018 A link to the Account associated with the related Opportunity, if one exists; otherwise, a link to the Account associated with the related Project, if one exists.

Formula:
IF(ISNULL(pse__AccountId__c),'',HYPERLINK('/'&pse__AccountId__c, IF(ISNULL(pse__Account__c),pse__AccountId__c,pse__Account__c)))
 Text false
pse__Account__c Account Pre-Spring 2018 The Name of the Account associated with the related Opportunity, if one exists; otherwise, the Name of the Account associated with the related Project, if one exists.

Formula:
IF(AND(NOT(ISNULL(pse__Opportunity__c)),NOT(pse__Opportunity__c=''),NOT(ISNULL(pse__Opportunity__r.AccountId)),NOT(pse__Opportunity__r.AccountId=''),NOT(ISNULL(pse__Opportunity__r.Account.Name)),NOT(ISBLANK(pse__Opportunity__r.Account.Name))),pse__Opportunity__r.Account.Name, IF(AND(NOT(ISNULL(pse__Project__c)),NOT(pse__Project__c=''),NOT(ISNULL(pse__Project__r.pse__Account__c)),NOT(pse__Project__r.pse__Account__c=''),NOT(ISNULL(pse__Project__r.pse__Account__r.Name)),NOT(ISBLANK(pse__Project__r.pse__Account__r.Name))),pse__Project__r.pse__Account__r.Name,null))
 Text false
pse__Allow_Candidates_to_Self_Nominate__c Allow Candidates to Self-Nominate Fall 2021 If selected, allows prospective candidates to view this resource request and express interest. An assignment is not created.

 Checkbox false
pse__Assignment_Source__c Assignment Source Summer 2025 For system use. Used to indicate the source that the related assignment is created from.

 Picklist:
Auto-Assign		 false
pse__Assignment__c Assignment Pre-Spring 2018 Looks up to: pse__Assignment__c
 Lookup false
pse__Auto_Assign__c Auto-Assign Summer 2025 If selected, a resource is automatically matched and assigned to the resource request, and an assignment is created.

 Checkbox false
pse__Auto_Staffing_Last_Enabled_By__c Auto-Staffing Last Enabled By Summer 2025 For system use. Used to indicate the last user that enabled auto-staffing for the resource request.

Looks up to: User

 Lookup
pse__Auto_Staffing_Last_Enabled__c Auto-Staffing Last Enabled Summer 2025 For system use. Used to indicate the most recent date and time that the user enabled auto-staffing for the resource request at.

 DateTime false
pse__Average_Cost_Rate_Currency_Code__c Average Cost Rate Currency Code Pre-Spring 2018 Text(3) false
pse__Average_Cost_Rate_Number__c Average Cost Rate Number Pre-Spring 2018 Number(18,2) false
pse__Average_Cost_Rate__c Average Cost Rate Pre-Spring 2018 Formula:
pse__Average_Cost_Rate_Currency_Code__c & ' ' & TEXT(pse__Average_Cost_Rate_Number__c)
 Text false
pse__Bill_Rate_Card__c (Beta) Bill Rate Card Spring 2025 Bill rate card with dated rates for this resource request. Overrides any bill rate set by a card in the Rate Card field.

Looks up to: pse__Rate_Card__c
 Lookup false
pse__Cost_Rate_Card__c (Beta) Cost Rate Card Spring 2025 Cost rate card with dated rates for this resource request. Overrides any cost rate set by a card in the Rate Card field.

Looks up to: pse__Rate_Card__c
 Lookup false
pse__Dated_Request_Billable_Amount__c (Beta) Dated Request Billable Amount Spring 2025 The billable amount for this resource request if dated rates apply. Dated rates apply if the resource request's Bill Rate Card field is populated.

 Currency(18,2) false
pse__Distance_Threshold_Unit__c Distance Unit Spring 2024 The unit of distance.

 Picklist:
Kilometers (km)
Miles (mi)		 false
pse__Distance_Threshold__c Maximum Distance Spring 2024 The maximum limit of the distance between the location of the resource and the resource request site.

 Number(18,2) false
pse__Eligible_for_Schedule_Recalculation__c Eligible for Schedule Recalculation Pre-Spring 2018 Checkbox false
pse__End_Date__c End Date Pre-Spring 2018 Date false
pse__Exclude_From_Utilization__c Exclude from Utilization Spring 2020 If selected, this resource request is excluded from utilization calculations.

 Checkbox false
pse__Exclude_from_Planners__c Exclude from Planners Pre-Spring 2018 When selected, excludes the resource request from Work Planners and from the Resource and Project Planners. Any excluded resource requests are omitted from totals calculations in all planners and from color coding in the Resource and Project Planners.

Checkbox false
pse__Group__c Group Pre-Spring 2018 Looks up to: pse__Grp__c
 Lookup false
pse__Information_for_Prospective_Candidates__c Information for Prospective Candidates Fall 2021 Details to help prospective candidates decide whether to self-nominate for this resource request.

 TextArea false
pse__Latitude_PSA__c Latitude (PSA) Pre-Spring 2018 Number(10,8) false
pse__Longitude_PSA__c Longitude (PSA) Pre-Spring 2018 Number(11,8) false
pse__Milestone__c Milestone Pre-Spring 2018 Looks up to: pse__Milestone__c
 Lookup false
pse__Notes__c Notes Pre-Spring 2018 TextArea false
pse__Opportunity_Probability__c Opportunity Probability (%) Pre-Spring 2018 Formula:
pse__Opportunity__r.Probability
 Percent(18,2) false
pse__Opportunity__c Opportunity Pre-Spring 2018 Looks up to: Opportunity

 Lookup false
pse__Percent_Allocated__c Percent Allocated Pre-Spring 2018 Percent(3,0) false 1
pse__Planned_Bill_Rate__c Planned Bill Rate Pre-Spring 2018 This field is the bill rate used during the planning activities for an assignment to assess potential value. It is mainly used for fixed price projects where the actual bill rate is 0

 Currency(18,4) false
pse__Practice__c Practice Pre-Spring 2018 Looks up to: pse__Practice__c
 Lookup false
pse__Preferred_Schedule__c Preferred Schedule Pre-Spring 2018 Looks up to: pse__Schedule__c
 Lookup false
pse__Primary_Skill_Certification__c Primary Skill or Certification Pre-Spring 2018 Looks up to: pse__Skill__c
 Lookup false
pse__Primary_Skill_Minimum_Rating__c Primary Skill Minimum Rating Pre-Spring 2018 Added to simplify reports. Not intended for editing.

 Text(255) false
pse__Processing_Stage__c Processing Stage Summer 2022 For system use. Used to indicate the current processing stage of the resource request.

 Picklist:
Auto-Assign: Completed
Auto-Assign: Error
Auto-Assign: In Progress
Auto-Assign: No Matched Resource
Auto-Assign: Pending		 false
pse__Project__c Project Pre-Spring 2018 Looks up to: pse__Proj__c
 Lookup false
pse__Rate_Card__c Rate Card Pre-Spring 2018 Looks up to: pse__Rate_Card__c
 Lookup false
pse__Region__c Region Pre-Spring 2018 Looks up to: pse__Region__c
 Lookup false
pse__Related_Resource_Request_Staffed_On__c Related Resource Request Staffed On Pre-Spring 2018 Date and time on which a resource request in the same resource request set was staffed.

 DateTime false
pse__Request_Billable_Amount__c Request Billable Amount Pre-Spring 2018 This is Requested Bill Rate multiplied by Requested Hours.

Formula:
pse__Requested_Bill_Rate__c * pse__SOW_Hours__c
 Number(18,2) false
pse__Request_Priority__c Request Priority Pre-Spring 2018 Picklist:
High
Low
Normal		 false
pse__Requested_Bill_Rate__c Requested Bill Rate Pre-Spring 2018 Currency(18,4) false
pse__Resource_Held__c Resource Held Pre-Spring 2018 Checkbox false
pse__Resource_Request_Name__c Resource Request Name Pre-Spring 2018 Text(255) false
pse__Resource_Request_Set__c Resource Request Set Pre-Spring 2018 Lookup to the related resource request set.

Looks up to: pse__Resource_Request_Set__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 Suggested Resource Pre-Spring 2018 Looks up to: Contact

 Lookup false
pse__SOW_Hours__c Requested Hours Pre-Spring 2018 Number(18,2) false
pse__Self_Nomination_Deadline__c Self-Nomination Deadline Fall 2021 The closing date for self-nominations.

 Date false
pse__Short_List__c Shortlist Summer 2024 Lookup to the Shortlist object from the resource request.

Looks up to: pse__Short_List__c
 Lookup false
pse__Source_Resource_Request__c Source Resource Request Summer 2024 The source resource request from which the new resource request is copied.

Looks up to: pse__Resource_Request__c
 Lookup false
pse__Staffed_Related_Resource_Request__c Staffed Related Resource Request Pre-Spring 2018 Lookup to the related resource request, which is staffed.

Looks up to: pse__Resource_Request__c
 Lookup false
pse__Staffer_Approval_Required__c Staffer Approval Required Pre-Spring 2018 Checkbox false
pse__Staffer_Resource__c Resource Pre-Spring 2018 This resource will be picked by Staffer for this resource request.

Looks up to: Contact

 Lookup false
pse__Start_Date__c Start Date Pre-Spring 2018 Date true
pse__Status__c Status Pre-Spring 2018 Picklist:
Assigned
Cancelled
Draft
Hold
Ready to Staff
Tentative		 false
pse__Suggested_Bill_Rate_Currency_Code__c Suggested Bill Rate Currency Code Pre-Spring 2018 Text(3) false
pse__Suggested_Bill_Rate_Number__c Suggested Bill Rate Number Pre-Spring 2018 Number(18,2) false
pse__Suggested_Bill_Rate__c Suggested Bill Rate Pre-Spring 2018 Formula:
IF(pse__Use_Dated_Resource_Bill_Rates__c ,NULL ,pse__Suggested_Bill_Rate_Currency_Code__c & ' ' & TEXT(pse__Suggested_Bill_Rate_Number__c))
 Text false
pse__Update_Related_Resource_Requests__c Update Related Resource Requests Pre-Spring 2018 Indicates whether the staffing fields on the resource request are updated when a resource request belonging to the same resource request set as this one is staffed.

 Checkbox false
pse__Use_Dated_Resource_Bill_Rates__c (Beta) Use Dated Resource Bill Rates Spring 2025 If selected, only rate cards with dated resource bill rates can be matched to the resource request.

 Checkbox false
pse__Use_Dated_Resource_Cost_Rates__c (Beta) Use Dated Resource Cost Rates Spring 2025 If selected, only rate cards with dated resource cost rates can be matched to the resource request.

 Checkbox false
pse__Utilization_Run__c DEPRECATED: Utilization Run Spring 2021 The ID of the utilization run that most recently processed this resource request.

 Text(255) false
pse__Work_City_PSA__c Work City (PSA) Pre-Spring 2018 Text(40) false
pse__Work_Country_PSA__c Work Country (PSA) Pre-Spring 2018 Text(40) false
pse__Work_PostalCode_PSA__c Work Zip/Postal Code (PSA) Pre-Spring 2018 Text(20) false
pse__Work_State_PSA__c Work State/Province (PSA) Pre-Spring 2018 The state or province of the work location for the resource request.

 Text(64) false
pse__Work_Street_PSA__c Work Street (PSA) Pre-Spring 2018 TextArea false
pse__Worked_With_Customer__c Worked with Customer Spring 2025 Defines whether resources matched to the resource request using the Resource Request Staffer page must have previously worked with the customer.

 Picklist:
No
Yes		 false


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