Professional Services Automation Data Dictionary

pse__Assignment_Settings__c

Label: Assignment Settings

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
pse__Adjust_Hours_Strategy_Respects_Holidays__c Adjust Hours Strategy Respects Holidays Pre-Spring 2018 If it is true, then Schedules created by "Adjust Hours Per Day" will respect holidays and create exceptions for them and adjust hours by spreading hours across other days.

 Checkbox false
pse__Allow_Resource_Currency_on_Assignment__c Allow Resource Currency Code on Assn Pre-Spring 2018 If selected, the Cost Rate Currency Code on an assignment can be manually updated to the resource currency code.

 Checkbox false
pse__AssigRes_IsResource_Active_Lookup_FIlter__c AssigRes IsResource Active Lookup FIlter Pre-Spring 2018 Checkbox false
pse__AssigRes_Is_Resource_Lookup_Filter__c AssigRes Is Resource Lookup Filter Pre-Spring 2018 Checkbox false
pse__Assign_Multi_Res_Assignment_Fieldset__c Assign Multiple Resources Field Set Summer 2026 Defines additional custom columns in the Assignment Details grid of the Assign Multiple Resources to Project window.

 Text(255) false
pse__Assign_Multi_Resources_Columns_Field_Set__c Assign Multiple Resources Columns Spring 2023 Defines the columns that display in the Assign Multiple Resources to Project window.

 Text(50) false
pse__Assign_Multi_Resources_to_Project_Limit__c Assign Resources to Project Limit Spring 2026 The maximum number of resources that can be assigned at once using the Project Action: Assign Multiple Resources to Project action. If no value is set, the default value is 250.

 Number(5,0) false 250
pse__Assign_Resource_Custom_Lookup_Columns__c Assign Resource Custom Lookup Columns Pre-Spring 2018 Text(255) false "Name,Account.Name,Is_Resource__c,Is_Resource_Active__c,Resource_Role__c"
pse__Assign_Resource_Custom_Lookup__c Assign Resource Custom Lookup Pre-Spring 2018 Checkbox false
pse__Assign_Resource_Milestone_Lookup_Columns__c Assign Resource Milestone Lookup Columns Pre-Spring 2018 Field to hold the comma separated list field api names that will displayed as column in milestone lookup popup.

 Text(255) false "Name"
pse__Assign_Resource_Milestone_Lookup__c Assign Resource Milestone Lookup Pre-Spring 2018 Field to control display of custom milestone lookup on UI

 Checkbox false
pse__Assign_Resource_Milestone_Required__c Assign Resource Milestone Required Pre-Spring 2018 Field to mark custom milestone as required or not. If true, it is will be required and else not.

 Checkbox false
pse__Assignment_Name_Project_Name_Max_Length__c Assignment Name Project Name Max Length Pre-Spring 2018 Configuration of Max-Length of Project Name in auto generated Assignment Name.

 Number(2,0) false 38
pse__Assignment_Name_Resource_Name_Max_Length__c Assignment Name Resource Name Max Length Pre-Spring 2018 Configuration of Max-Length of Resource Name in auto generated Assignment Name.

 Number(2,0) false 38
pse__Assignment_Revenue_Sync_Job_Size__c Update Dated Revenue: Job Size Winter 2026 The number of records processed per job by the asynchronous process that updates planned and projected revenue on assignments that use dated resource bill rates. The default is 200.

 Number(4,0) false 200
pse__Auto_Assign_Allow_Non_Exact_Matching__c DEPRECATED: AA: Allow Non-Exact Matching Summer 2022 This field is obsolete.

 Checkbox false
pse__Auto_Share_with_New_Resource__c Auto Share with New Resource Pre-Spring 2018 Defines whether to share an assignment and schedule with the resource's Salesforce user on creation or when the resource is changed. You can set the value to Read or Edit to define the level of sharing. If no value is set, no action is taken.

 Text(5) false
pse__Close_Assignment_Limit__c Close Assignment Limit Spring 2026 The maximum number of assignments that can be closed using the Close Assignment action on a Project and Contact. If no value is set, the default is 1800.

 Number(5,0) false 1800
pse__Cost_Rate_Hidden__c Hide Cost Rate Column Summer 2026 If selected, the Cost Rate column does not display in the Assign Multiple Resources to Project window.

 Checkbox false
pse__Create_Assignments_from_PT_Limit__c Create Assignments from PT Limit Spring 2026 The maximum number of assignments that can be created at once using the Project Action: Create Assignments from Project Tasks action. If no value is set, the default value is 250.

 Number(5,0) false 250
pse__Day_Of_Week_Hidden__c Hide Day of Week Columns Summer 2026 If selected, the day-of-week columns (Sunday through Saturday) do not display in the Assign Multiple Resources to Project window.

 Checkbox false
pse__Default_Scheduling_Strategy_Unheld_RRs__c Default Scheduling Strategy Unheld RRs Summer 2024 Indicates the scheduling strategy for unheld resource requests created directly on a project, opportunity, or a work planner. Valid values are: Adjust Hours Per Day Calculate End Date, Ignore Availability Custom Percent Allocation Whole Hours Distribution Zero Hour Schedule

 Text(40) false
pse__Default_Scheduling_Strategy__c Default Scheduling Strategy Fall 2021 Indicates the default scheduling strategy used in holding and assigning resources. Valid values are: Adjust Hours Per Day Calculate End Date, Level Schedule Calculate End Date, Ignore Availability Custom Percent Allocation Whole Hours Distribution Zero Hour Schedule

Text(60) false
pse__Delete_Share_from_Old_Resource__c Delete Share from Old Resource Pre-Spring 2018 Defines whether the existing share of the assignment and schedule with the resource's Salesforce user is deleted when the resource on the assignment is changed.

 Checkbox false
pse__Disable_Bill_Rate_Null_Check_in_Trigger__c Disable Bill Rate Null Check in Trigger Pre-Spring 2018 When selected, PSA does not check that bill rates have been applied.

 Checkbox true
pse__Disable_RPG_Role_Defaulting__c Disable RPG and Role Filter Defaults Fall 2019 Disables the default values for the Region, Practice, Group, and Role filters on the Assign Resource page.

 Checkbox false
pse__Display_Planned_Bill_Rate__c Display Planned Bill Rate Pre-Spring 2018 Checkbox false
pse__Edit_Schedule_Default_Strategy__c Edit Schedule Default Strategy Pre-Spring 2018 The default scheduling strategy for the Edit Assignment Schedule page. Possible values are "level", "ignore", "day" and ''PercentAllocation" for "Calculate End Date, Level Schedule", "Calculate End Date, Ignore Availability", "Adjust Hours Per Day" and "Percent Allocation" respectively

 Text(255) false "ignore"
pse__Hide_Adjust_Hours_Scheduling_Strategy__c Hide Adjust Hours Scheduling Strategy Pre-Spring 2018 Indicates whether the Adjust Hours Per Day scheduling strategy is hidden on the Assign Resource to Project, Edit Assignment Schedule and Staffer Worksheet pages.

 Checkbox false
pse__Hide_Custom_Scheduling_Strategy__c Hide Custom Scheduling Strategy Pre-Spring 2018 Indicates whether the Custom Scheduling Strategy is hidden on the Assign Resource to Project and Staffer Worksheet pages.

 Checkbox false
pse__Hide_Ignore_Avail_Scheduling_Strategy__c Hide Ignore Avail Scheduling Strategy Pre-Spring 2018 Indicates whether the Calculate End Date Ignore Availability scheduling strategy is hidden on the Assign Resource to Project, Edit Assignment Schedule and Staffer Worksheet pages.

 Checkbox false
pse__Hide_Level_Schedule_Scheduling_Strategy__c Hide Level Schedule Scheduling Strategy Pre-Spring 2018 Indicates whether the Calculate End Date Level Schedule scheduling strategy is hidden on the Assign Resource to Project, Edit Assignment Schedule and Staffer Worksheet pages.

 Checkbox false
pse__Hide_Percent_Alloc_Scheduling_Strategy__c Hide Percent Alloc Scheduling Strategy Pre-Spring 2018 Indicates whether the Percent Allocation scheduling strategy is hidden on the Assign Resource to Project, Edit Assignment Schedule and Staffer Worksheet pages.

 Checkbox false
pse__Hide_Scheduling_Strategy_Section__c Hide Schedule Selection Section Summer 2025 Indicates whether the Schedule Selection section is hidden in the Create Resource Request window in work planners and the Project and Opportunity pages.

 Checkbox false
pse__Hide_Whole_Hours_Scheduling_Strategy__c Hide Whole Hours Scheduling Strategy Summer 2026 Indicates whether the Whole Hours Distribution scheduling strategy is hidden on the Assign Resource to Project, Edit Assignment Schedule, and Staffer Worksheet pages.

 Checkbox false
pse__Hide_Zero_Hour_Scheduling_Strategy__c Hide Zero Hour Scheduling Strategy Pre-Spring 2018 Indicates whether the Zero Hour Schedule scheduling strategy is hidden on the Assign Resource to Project and Staffer Worksheet pages.

 Checkbox false
pse__Link_Assignment_Header_Tooltip_Fields__c Link Assignment Header Tooltip Fields Pre-Spring 2018 Comma delimited list of API names of fields to be listed when hovering over the tooltip icon on the Link Assignment to Milestones page.

 TextArea false "Assignment_Number__c,Project__r.Name,Resource__r.Name,Is_Billable__c,Start_Date__c,End_Date__c,Scheduled_Hours__c"
pse__Link_Assignments_to_Milestone_Limit__c Link Assignments to Milestone Limit Spring 2026 The maximum number of assignments that can be linked to milestones using the mass action Milestone: Link Assignments action. If no value is set, the default is 6000.

 Number(5,0) false 6000
pse__Link_Methodology_Header_Tooltip_Fields__c Link Methodology Header Tooltip Fields Pre-Spring 2018 Comma delimited list of API names of fields to be listed when hovering over the tooltip icon on the Link Methodology to Assignments page.

 TextArea false "Name,project__r.name"
pse__Link_Milestone_Header_Tooltip_Fields__c Link Milestone Header Tooltip Fields Pre-Spring 2018 Comma delimited list of API names of fields to be listed when hovering over the tooltip icon on the Link Milestone to Assignments page.

 TextArea false "Name,Target_Date__c,Milestone_Amount__c"
pse__Link_Phase_Header_Tooltip_Fields__c Link Phase Header Tooltip Fields Pre-Spring 2018 Comma delimited list of API names of fields to be listed when hovering over the tooltip icon on the Link Phase to Assignments page.

 TextArea false "Name,project__r.name"
pse__Mass_Assign_Budget_Allocation_Editable__c Mass Assign Budget Allocation Editable Summer 2024 When true the Budget Allocation field is shown in the assignment detail section of the Assign Multiple Resources to Project window.

 Checkbox false
pse__Mass_Assign_Budget_Allocation_Required__c Mass Assign Budget Allocation Required Summer 2024 When true the Budget Allocation field must be completed for each assignment to be created on the Assign Multiple Resources to Project window.

 Checkbox false
pse__Mass_Assign_Milestone_Editable__c Mass Assign Milestone Editable Pre-Spring 2018 When true the Milestone field is shown in the quick update section and assignment detail section of the Mass Assign Resources to Project page. The field is also shown on the Mass Assign Projects to Resource page.

 Checkbox false
pse__Mass_Assign_Milestone_Required__c Mass Assign Milestone Required Pre-Spring 2018 When true the Milestone field must be completed for each assignment to be created on the Mass Assign Projects to Resource page and the Mass Assign Resources to Project page.

 Checkbox false
pse__Mass_Assign_Projects_Load_Limit__c Mass Assign Projects Load Limit Pre-Spring 2018 Controls how many projects are returned in the results when searching on the Mass Assign Projects To Resource page. Values higher than 2000 are not recommended due to risk of exceeding platform view state. Default value is 1000.

 Number(5,0) false 1000
pse__Mass_Assignments_Default_Ignore_Holidays__c Mass Assignments Default Ignore Holidays Pre-Spring 2018 Determines whether the Mass Assignment Ignore Holidays checkbox is checked by default.

 Checkbox true
pse__Multi_Assign_Assignment_Fieldset_Name__c Multi Assign Assignment Fieldset Name Pre-Spring 2018 Allows users to create a custom fieldset on the Assignment object and write the fieldset's API name to this custom setting. Fields added to this fieldset are displayed as read-only fields on the Multi Assigned Assignment to Milestone UI.

 Text(255) true "LinkMilestoneAssignmentColumns"
pse__Multi_Assign_Milestone_Fieldset_Name__c Multi Assign Milestone Fieldset Name Pre-Spring 2018 Allows users to create a custom fieldset on the Milestone object and write the fieldset's API name to this custom setting. Fields added to this fieldset are displayed as read-only fields on the Multi Assigned Assignment to Milestone UI.

 Text(255) true "LinkAssignmentMilestoneColumns"
pse__Percent_Allocation_Hidden__c Hide Percent Allocation Column Summer 2026 If selected, the Percent Allocation column does not display in the Assign Multiple Resources to Project window.

 Checkbox false
pse__Planned_Hours_Hidden__c Hide Planned Hours Column Summer 2026 If selected, the Planned Hours column does not display in the Assign Multiple Resources to Project window.

 Checkbox false
pse__Retain_Schedule_On_Assign__c Retain Schedule On Assign Spring 2021 If selected, and the Display Schedule Options Window for the Resourcing component is enabled, users can select whether to retain the preferred schedule on the resource request when assigning a resource. If selected, and the Lightning App Builder property is disabled, the preferred schedule is retained automatically when assigning a resource.

 Checkbox false
pse__Retain_Schedule_On_Hold__c Retain Schedule On Hold Summer 2023 If selected, and the Display Schedule Options Window for the Resourcing component is enabled, users can select whether to retain the preferred schedule on the resource request when holding a resource. If selected, and the Lightning App Builder property is disabled, the preferred schedule is retained automatically when holding a resource.

 Checkbox false
pse__Retain_Schedule_On_Unassign__c Retain Schedule On Unassign Summer 2024 If selected, the preferred schedule on the resource request is retained when unassigning a resource.

 Checkbox false
pse__Retain_Schedule_On_Unhold__c Retain Schedule On Unhold Summer 2024 If selected, the preferred schedule on the resource request is retained when unholding a resource.

 Checkbox false
pse__Retain_schedule_exceptions_on_update__c Retain schedule exceptions on update Pre-Spring 2018 If deselected, when a schedule's date range is changed, schedule exceptions that are partly or wholly outside the schedule's date range are deleted. Note: This potentially alters part of the schedule that is still within range. If selected, when a schedule's date range is changed, schedule exceptions that are wholly outside the schedule's date range are deleted. Schedule exceptions that are partly outside the schedule's date range are shortened to fit within the new schedule date range.

 Checkbox false
pse__Role_Hidden__c Role Hidden Pre-Spring 2018 If selected, the Role field is hidden when assigning a resource using the Assign Resource to Project page or action on a project. This requires the Role Required on Creation setting to be deselected.

 Checkbox false
pse__Role_Required_On_Creation__c Role Required On Creation Pre-Spring 2018 If selected, the Role field is required when assigning a resource using the Assign Resource to Project page or action on a project.

 Checkbox false
pse__Scheduled_Hours_Hidden__c Hide Scheduled Hours Column Summer 2026 If selected, the Scheduled Hours column does not display in the Assign Multiple Resources to Project window.

 Checkbox false
pse__Sync_Assignments_To_DRR_Job_Size__c Update Revenue from DRR: Job Size Winter 2026 The number of records processed per job by the asynchronous process that updates revenue on assignments to reflect updates to dated resource rates. The default is 400.

 Number(8,0) false 400
pse__Sync_Assignments_To_DRR_Max_Jobs__c Update from DRR Changes: Max Jobs Winter 2026 The maximum number of jobs that are run at once by the asynchronous process that updates cost and revenue values on assignments to reflect updates to dated resource rates. This value, along with the value in either the Update Revenue from DRR: Job Size or Update Costs from DRR: Job Size setting, determines the number of assignments queried simultaneously. By default, this setting is blank, but you can configure it if the asynchronous process is blocking other processes from running at the same time.

 Number(8,0) false
pse__Timecard_Statuses__c Timecard Statuses Pre-Spring 2018 Text(255) false "Submitted,Approved"
pse__Unlink_Assignments_to_Milestone_Limit__c Unlink Assignments to Milestone Limit Spring 2026 The maximum number of assignments that can be unlinked from milestones using the mass action Milestone: Unlink Assignments action. If no value is set, the default is 4000.

 Number(5,0) false 4000
pse__Update_Assignment_Cost_Amount_Job_Size__c Update Dated Costs: Job Size Spring 2026 The number of records processed per job by the asynchronous process that updates the Projected Cost Amount on assignments that use dated resource rates. The default is 200.

 Number(4,0) false 200
pse__Update_Assignment_Cost_Amount_Sync_Limit__c Update Dated Costs: Sync Limit Spring 2026 The number of assignments that use dated resource rates, whose Projected Cost Amount is recalculated immediately on save. When the sync limit is reached, additional records are recalculated in an asynchronous process. The default is 200.

 Number(4,0) false 200
pse__Update_Costs_From_DRR_Job_Size__c Update Costs from DRR: Job Size Summer 2026 The number of records processed per job by the asynchronous process that updates the Projected Cost Amount on assignments to reflect updates to dated resource rates. The default is 400.

 Number(4,0) false 400
pse__Update_Dated_Revenue_Sync_Limit__c Update Dated Revenue: Sync Limit Summer 2026 The number of assignments that use dated resource rates, whose projected and planned revenue is recalculated immediately on save. When the sync limit is reached, additional records are recalculated in an asynchronous process. The default is 200.

 Number(4,0) false 200
pse__Update_Future_Scheduled_Hours__c Update Future Scheduled Hours Winter 2026 If selected, updated future scheduled hours will be updated when an assignment schedule is edited.

 Checkbox false
pse__Use_Default_Cost_Rate_Clear_on_Assigning__c Use Default Cost Rate Clear on Assigning Pre-Spring 2018 Indicates whether the default value of the Use Default Cost Rate checkbox is unchecked on the Assign Resource to Project, Mass Assign Resources to Project and Mass Assign Projects To Resource pages.

 Checkbox false
pse__Use_Default_Cost_Rate_Hidden__c Hide Use Default Cost Rate Column Summer 2026 If selected, the Use Default Cost Rate column does not display in the Assign Multiple Resources to Project window.

 Checkbox false
pse__Use_Scheduled_Days__c Use Scheduled Days for Calculations Fall 2018 Use the value recorded in the Scheduled Days field on assignments for calculations on the Project Cost and Revenue Summary.

 Checkbox false


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