| ffscpq__Actual_Cost_Rate__c |
Actual Cost Rate |
September 2025 |
The cost rate for the role request. This is the average cost rate unless a cost rate override is applied.
Formula:
IF( ffscpq__Use_Dated_Resource_Cost_Rates__c == TRUE, NULL, IF( NOT(ISBLANK(ffscpq__Cost_Rate_Override__c)), ffscpq__Cost_Rate_Override__c, IF( AND( (NOT(ISBLANK(ffscpq__Suggested_Resource__c))), (NOT(ISBLANK(ffscpq__Suggested_Resource__r.pse__Default_Cost_Rate__c))), (NOT($Setup.ffscpq__Services_CPQ_Settings__c.ffscpq__Disable_Role_Request_Suggested_Resource__c)), (NOT($Setup.ffscpq__Services_CPQ_Settings__c.ffscpq__Disable_Suggested_Resource_Cost_Rate__c)), (NOT(ffscpq__Suggested_Resource__r.pse__Daily_Default_Cost_Rate__c)), (TEXT(ffscpq__Suggested_Resource__r.CurrencyIsoCode)= TEXT(ffscpq__Estimate__r.CurrencyIsoCode)) ), ffscpq__Suggested_Resource__r.pse__Default_Cost_Rate__c, ffscpq__Average_Cost_Rate__c ) ) )
|
Currency(18,9) |
false |
|
| ffscpq__Amount__c |
Bill Amount |
September 2025 |
The total bill amount for the role request before discounts are applied.
|
Currency(18,4) |
false |
|
| ffscpq__Average_Cost_Rate__c |
Average Cost Rate |
September 2025 |
The average cost rate on the role request's associated rate card.
|
Currency(18,4) |
false |
|
| ffscpq__Bill_Rate_Card__c |
Bill Rate Card |
September 2025 |
Bill rate card with dated rates for this role request. Overrides any bill rate set by a card in the Rate Card field.
Looks up to: pse__Rate_Card__c
|
Lookup |
false |
|
| ffscpq__Bill_Rate_Override__c |
Bill Rate Override |
September 2025 |
The amount to override the bill rate on the rate card associated with the role request by.
|
Currency(18,4) |
false |
|
| ffscpq__Cost_Amount__c |
Cost Amount |
September 2025 |
The total cost amount for the role request.
|
Currency(18,4) |
false |
|
| ffscpq__Cost_Rate_Card__c |
Cost Rate Card |
September 2025 |
Cost rate card with dated rates for this role request. Overrides any cost rate set by a card in the Rate Card field.
Looks up to: pse__Rate_Card__c
|
Lookup |
false |
|
| ffscpq__Cost_Rate_Override__c |
Cost Rate Override |
September 2025 |
The amount to override the cost rate on the rate card associated with the role request by.
|
Currency(18,4) |
false |
|
| ffscpq__End_Date__c |
End Date |
September 2025 |
The date the role request ends.
|
Date |
true |
|
| ffscpq__Estimate_Line_Set__c |
Estimate Line Set |
September 2025 |
The line set that relates to the role request.
Looks up to: ffscpq__Estimate_Line_Set__c
|
Lookup |
false |
|
| ffscpq__Estimate_Product__c |
Estimate Product |
September 2025 |
The estimate product that relates to the role request.
Looks up to: ffscpq__Estimate_Product_Instance__c
|
Lookup |
false |
|
| ffscpq__Estimate_Task__c |
Estimate Task |
September 2025 |
The task that relates to the role request.
Looks up to: ffscpq__Estimate_Task__c
|
Lookup |
false |
|
| ffscpq__Estimate__c |
Estimate |
September 2025 |
The estimate that relates to the role request.
Looks up to: ffscpq__Estimate__c
|
Lookup |
false |
|
| ffscpq__External_Resource__c |
External Resource |
September 2025 |
Indicates the estimate role request is for an external resource.
|
Checkbox |
false |
false |
| ffscpq__Group__c |
Group |
September 2025 |
The group that relates to the role request.
Looks up to: pse__Grp__c
|
Lookup |
false |
|
| ffscpq__Hours__c |
Hours |
September 2025 |
The number of hours the resource role will be required for.
|
Number(18,2) |
true |
|
| ffscpq__Is_Hours_Calculated__c |
Calculate Hours by Percentage |
September 2025 |
If selected, the hours of the role request are calculated from the hours of other role requests on the related estimate.
|
Checkbox |
|
false |
| ffscpq__Is_Pushed_Schedule_Out_of_Sync__c |
Pushed Schedule Out of Sync |
September 2025 |
|
Checkbox |
|
false |
| ffscpq__Margin__c |
Margin (Amount) |
September 2025 |
The difference between the net amount and cost for the role request.
Formula:
ffscpq__Net_Amount__c - ffscpq__Cost_Amount__c
|
Currency(18,2) |
false |
|
| ffscpq__Net_Amount__c |
Net Bill Amount |
September 2025 |
The total bill amount for the role request after discounts are applied.
Formula:
ffscpq__Amount__c * (1 - ffscpq__Total_Discount__c)
|
Currency(18,4) |
false |
|
| ffscpq__Order__c |
Peer Order |
September 2025 |
For system use. Used to determine the hierarchy of the role request.
|
Number(8,0) |
false |
|
| ffscpq__Original_Hours__c |
Original Hours |
September 2025 |
The original hours of the role request before the hours multiplier was applied.
|
Number(18,2) |
|
0 |
| ffscpq__Percent_Allocation_for_Calculated_Hours__c |
Percent Allocation for Calculated Hours |
September 2025 |
The percentage allocation of the hours of the parent record to use when calculating the hours for the role request.
|
Percent(18,2) |
false |
|
| ffscpq__Percent_Discount__c |
Discount (%) |
September 2025 |
The percentage discount applied to the role request when its billing type is Time and Materials.
|
Percent(5,2) |
false |
|
| ffscpq__Percent_FTE__c |
Full-Time Equivalent (%) |
September 2025 |
The percentage Full-Time Equivalent (FTE) hours for the role request.
|
Percent(18,2) |
false |
|
| ffscpq__Percent_Margin__c |
Margin (%) |
September 2025 |
The margin as a percentage of the amount.
Formula:
IF(ffscpq__Net_Amount__c = 0, 0, ffscpq__Margin__c / ffscpq__Net_Amount__c)
|
Percent(18,2) |
false |
|
| ffscpq__Practice__c |
Practice |
September 2025 |
The practice that relates to the role request.
Looks up to: pse__Practice__c
|
Lookup |
false |
|
| ffscpq__Rate_Card__c |
Rate Card |
September 2025 |
The rate card that relates to the role request.
Looks up to: pse__Rate_Card__c
|
Lookup |
false |
|
| ffscpq__Region__c |
Region |
September 2025 |
The region that relates to the role request.
Looks up to: pse__Region__c
|
Lookup |
false |
|
| ffscpq__Requested_Bill_Rate__c |
Requested Bill Rate |
September 2025 |
The requested bill rate for the role request with any discounts applied.
Formula:
IF( ffscpq__Use_Dated_Resource_Bill_Rates__c == TRUE, NULL, IF( OR(ISBLANK(ffscpq__Hours__c), ffscpq__Hours__c = 0), 0, ffscpq__Net_Amount__c / ffscpq__Hours__c ) )
|
Currency(18,9) |
false |
|
| ffscpq__Resource_Request__c |
Resource Request |
September 2025 |
The resource request created from the role request.
Looks up to: pse__Resource_Request__c
|
Lookup |
false |
|
| ffscpq__Resource_Role__c |
Resource Role |
September 2025 |
The resource role requested.
|
Picklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer |
true |
|
| ffscpq__Role_for_Calculated_Hours__c |
Role for Calculated Hours |
September 2025 |
The role to use when calculating the hours for a role request.
|
Picklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer |
false |
|
| ffscpq__Schedule__c |
Schedule |
September 2025 |
The schedule created for the estimate role request.
Looks up to: pse__Schedule__c
|
Lookup |
false |
|
| ffscpq__Source_Estimate__c |
Source Estimate |
September 2025 |
The estimate that was used as a template in the creation of the role request.
Looks up to: ffscpq__Estimate__c
|
Lookup |
false |
|
| ffscpq__Source_Role_Request__c |
Source Role Request |
September 2025 |
The role request that was used as a template in the creation of the role request.
Looks up to: ffscpq__Estimate_Role_Request__c
|
Lookup |
false |
|
| ffscpq__Start_Date__c |
Start Date |
September 2025 |
The date the role request starts.
|
Date |
true |
|
| ffscpq__Suggested_Bill_Rate__c |
Suggested Bill Rate |
September 2025 |
The suggested bill rate on the role request's associated rate card.
|
Currency(18,4) |
false |
|
| ffscpq__Suggested_Resource__c |
Suggested Resource |
September 2025 |
The recommended resource for the role request.
Looks up to: Contact
|
Lookup |
false |
|
| ffscpq__Total_Discount__c |
Total Discount |
September 2025 |
The total discount applied to the role request. This is the sum of the global discount on the estimate, the discount on the related estimate product, line set, and task, and the discount of the role request.
Formula:
IF(ffscpq__Estimate_Product__c <> NULL && ISPICKVAL(ffscpq__Estimate_Product__r.ffscpq__Billing_Type__c, 'Fixed Price'), 1- (1-IF(ISBLANK(ffscpq__Estimate__r.ffscpq__Percent_Global_Discount__c),0,ffscpq__Estimate__r.ffscpq__Percent_Global_Discount__c)) * (1 - IF(ISBLANK(ffscpq__Estimate_Product__r.ffscpq__Percent_Discount__c),0,ffscpq__Estimate_Product__r.ffscpq__Percent_Discount__c)), 1- (1-IF(ISBLANK(ffscpq__Estimate__r.ffscpq__Percent_Global_Discount__c),0,ffscpq__Estimate__r.ffscpq__Percent_Global_Discount__c)) * (1 - IF(ISBLANK(ffscpq__Estimate_Product__r.ffscpq__Percent_Discount__c),0,ffscpq__Estimate_Product__r.ffscpq__Percent_Discount__c)) * (1 - IF(ISBLANK(ffscpq__Estimate_Line_Set__r.ffscpq__Percent_Discount__c), 0, ffscpq__Estimate_Line_Set__r.ffscpq__Percent_Discount__c)) * (1 - IF(ISBLANK(ffscpq__Estimate_Task__r.ffscpq__Cumulative_Task_Discount__c),0,ffscpq__Estimate_Task__r.ffscpq__Cumulative_Task_Discount__c)) * (1 - IF(ISBLANK(ffscpq__Percent_Discount__c),0,ffscpq__Percent_Discount__c)))
|
Percent(5,9) |
false |
|
| ffscpq__Use_Dated_Resource_Bill_Rates__c |
Use Dated Resource Bill Rates |
September 2025 |
If selected, only rate cards with dated resource bill rates can be matched to the role request.
|
Checkbox |
|
false |
| ffscpq__Use_Dated_Resource_Cost_Rates__c |
Use Dated Resource Cost Rates |
September 2025 |
If selected, only rate cards with dated resource cost rates can be matched to the role request.
|
Checkbox |
|
false |
| ffscpq__Work_Calendar__c |
Work Calendar |
September 2025 |
The work calendar that relates to the role request.
Looks up to: pse__Work_Calendar__c
|
Lookup |
false |
|
