Deferred Revenue Reporting Billings Input Fields

Input fields are the foundation of the Deferred Revenue Reporting Billings dataset. These fields are extracted from your org and from existing Analytics datasets by the recipe when you create the Engagement Analytics app. The data is then processed to populate your app's dataset.

Base Objects

The Engagement Analytics recipe combines the data from the several PSA objects with data from your existing Project Reporting dataset from PS Cloud Core Analytics to extract field information.

The following PSA objects are imported:

Billing Event
Billing Event Item
Expense
Milestone
Miscellaneous Adjustment
Project
Timecard Split

The recipe also imports the Salesforce Currency Type object.

Currency Type Object

These are the fields retrieved from the Currency Type object:

Fields Retrieved from the Currency Type Object
Field Label	Field API Name	Description
Conversion Rate	ConversionRate	We use this to convert the Amount value of the billing event item back to its original currency.
Currency ISO Code	IsoCode	We use this to link the currency type to the billing event item.

Billing Event and Billing Event Item Objects

These are the main fields retrieved from the Billing Event and Billing Event Item objects in PSA. For more information about these fields, see Billing Fields.

Fields Retrieved from the Billing Event Object
Field Label	Field API Name	Description
Date	pse__Date__c	We use this field to populate the Billing Date field in the resulting dataset.
Invoiced	pse__Invoiced__c	We use this field to populate the Status field in the resulting dataset.
Name	Name	We use this field to populate the Billing Event Number field in the resulting dataset.
Record ID	Id	We use this field to join the billing event with its child billing event item records. We also use this field to populate the Billing Event ID field in the resulting dataset.
Released	pse__Is_Released__c	We use this field to populate the Status field in the resulting dataset.

Fields Retrieved from the Billing Event Item Object
Field Label	Field API Name	Description
Amount	pse__Amount__c	We use this field to populate the Amount Billed (Document) and Amount Billed (Dual) fields in the resulting dataset.
Billing Event	pse__Billing_Event__c	We use this field to join the billing event item with its parent billing event record.
Expense	pse__Expense__c	We use this field to link the billing event item to the expense record that the item was created for. We also use it to populate the Source Child ID field in the resulting dataset.
Milestone	pse__Milestone__c	We use this field to link the billing event item to the milestone record that the item was created for. We also use it to populate the Source Child ID field in the resulting dataset.
Miscellaneous Adjustment	pse__Miscellaneous_Adjustment__c	We use this field to link the billing event item to the miscellaneous adjustment record that the item was created for. We also use it to populate the Source Child ID field in the resulting dataset.
Name	Name	We use this field to populate the Description field in the resulting dataset.
Record ID	Id	We use this field to populate the Billing Event Item ID field in the resulting dataset.
Summary	pse__Summary__c	We use this field to populate the Description field in the resulting dataset.
Timecard Split	pse__Timecard_Split__c	We use this field to link the billing event item to the timecard split record that the item was created for. We also use it to populate the Source Child ID field in the resulting dataset.

Expense Object

These are the main fields retrieved from the Expense object in PSA. For more information about these fields, see Expense and Expense Report Fields.

Fields Retrieved from the Expense Object
Field Label	Field API Name	Description
Actuals Template	ffrrtemplate__c	We use this field to filter out expenses without a revenue recognition template. Note: This is an unmanaged field. The label of this field might be different in your org.
Project	pse__Project__c	We use this field to link the expense to its parent project.
Record ID	Id	We use this field to populate the ID and Source Child ID fields in resulting dataset. We also use this field to extend the record with data retrieved from the Project Reporting dataset.

Milestone Object

These are the main fields retrieved from the Milestone object in PSA. For more information about these fields, see Milestone Fields.

Fields Retrieved from the Milestone Object
Field Label	Field API Name	Description
Actuals Template	ffrrtemplate__c	We use this field to filter out milestones without a revenue recognition template. Note: This is an unmanaged field. The label of this field might be different in your org.
Project	pse__Project__c	We use this field to link the milestone to its parent project.
Record ID	Id	We use this field to populate the ID and Source Child ID fields in resulting dataset. We also use this field to extend the record with data retrieved from the Project Reporting dataset.

Miscellaneous Adjustment Object

These are the main fields retrieved from the Miscellaneous Adjustment object in PSA. For more information about these fields, see Miscellaneous Adjustment Fields.

Fields Retrieved from the Miscellaneous Adjustment Object
Field Label	Field API Name	Description
Actuals Template	ffrrtemplate__c	We use this field to filter out miscellaneous adjustments without a revenue recognition template. Note: This is an unmanaged field. The label of this field might be different in your org.
Project	pse__Project__c	We use this field to link the miscellaneous adjustment to its parent project.
Record ID	Id	We use this field to populate the ID and Source Child ID fields in resulting dataset. We also use this field to extend the record with data retrieved from the Project Reporting dataset.

Project Object

These are the main fields retrieved from the Project object in PSA.

Fields Retrieved from the Project Object
Field Label	Field API Name	Description
Actuals Template	ffrrtemplate__c	We use this field to filter out projects without a revenue recognition template. Note: This is an unmanaged field. The label of this field might be different in your org.
Record ID	Id	We use this field to populate the ID and Object ID fields in resulting dataset. We also use this field to extend the record with data retrieved from the Project Reporting dataset.

Timecard Split Object

These are the main fields retrieved from the Timecard Split object in PSA. For more information about these fields, see Timecard Split Fields.

Fields Retrieved from the Timecard Split Object
Field Label	Field API Name	Description
Actuals Template	ffrrtemplate__c	We use this field to filter out timecard splits without a revenue recognition template. Note: This is an unmanaged field. The label of this field might be different in your org.
Project	pse__Project__c	We use this field to link the timecard split to its parent project.
Record ID	Id	We use this field to populate the ID and Source Child ID fields in resulting dataset. We also use this field to extend the record with data retrieved from the Project Reporting dataset.

Project Reporting Dataset

These are the fields retrieved from the Project Reporting dataset. For more information about these fields, see Project Reporting Dataset Output Fields.

Fields Retrieved from the Project Reporting Dataset
Label	Name	Description
Account ID	AccountId	These fields are extracted directly from the Project Reporting dataset and are available in the resulting dataset.
Account Name	AccountName
End Date	EndDate	These fields are extracted directly from the Project Reporting dataset and are available in the resulting dataset.
Project Exchange Rate	ValueProjectExchangeRate
Start Date	StartDate
Currency ISO Code	CurrencyIsoCode	We use this field to populate the Source Currency field in the resulting dataset.
Name	Name	We use this field to populate the Object Name field in the resulting dataset.
Object Type	ProjectReportingType	We use this field to populate the Object Type field in the resulting dataset. We also use this field to filter out records that are not required.
Project Billed Amount	ValueProjectBilled	We use this field to populate the Source Billed Amount field in the resulting dataset.
Project Billings	ValueProjectBillings	We use this field to populate the Source Billings field in the resulting dataset.
Project Company ID	ProjectCompanyId	We use this field to populate the Company ID field in the resulting dataset.
Project Company Name	ProjectCompanyName	We use this field to populate the Company Name field in the resulting dataset.
Project ID	ProjectId	We use this field to populate the Source ID field in the resulting dataset.
Project Name	ProjectName	We use this field to populate the Source Name field in the resulting dataset.
Project Start Date	ProjectStartDate	We use this field to populate the Source Start Date field in the resulting dataset.
Record ID	RecordId	We use this field to populate the Object ID field in the resulting dataset. We also use this field to join the Project Reporting data with the records directly retrieved from PSA objects.

Concepts

Engagement Analytics Data Reference

Reference

Deferred Revenue Reporting Billings Intermediate Processing

Deferred Revenue Reporting Billings Dataset Output Fields