Deferred Revenue Reporting Transactions Dataset Output Fields

Each row of the Deferred Revenue Reporting Transactions dataset represents either recognized revenue or forecasted revenue for a record from the Project Reporting dataset that has a revenue recognition template.

Rows that have the Amount Recognized field populated represent recognized revenue. These values are retrieved from revenue recognition transaction lines.

Rows that have the Revenue Forecast Scheduled Revenue field populated represent forecasted revenue. These values are retrieved from revenue forecast records from the Revenue Forecast dataset.

The following PSA records from the Project Reporting dataset are included:

  • Expenses
  • Milestones
  • Miscellaneous adjustments
  • Projects
  • Timecard splits

The following table describes the fields available in the Deferred Revenue Reporting Transactions dataset, grouped by their type within Analytics.

Dataset Fields
Field Type Field Label Field API Name Description
Measure Amount Recognized (Document Currency)

ValueAmountRecognizedDocument

The total amount of revenue recognized in the revenue recognition transaction line in the document currency.

Note:

If you recognize revenue at the project level, this field contains the same value as the Amount Recognized (Dual Currency) field.
Amount Recognized (Dual Currency)

ValueAmountRecognized

 The total amount of revenue recognized in the revenue recognition transaction line in the corporate currency.
Conversion Rate ConversionRate The exchange rate from the corporate currency to the currency of the PSA business record.
ValueProjectExchangeRate ValueProjectExchangeRate

The exchange rate from the corporate currency to the project currency.

This field is directly retrieved from the Project Reporting dataset.
Revenue Forecast Scheduled Revenue ValueRevenueForecastScheduledRevenue

The total scheduled revenue for the project in this period.

This is populated from the Scheduled Revenue Value field in the Revenue Forecast dataset.

This is only populated for milestones.
Source Billed Amount ValueSourceBilled

The total amount billed for the project.

This is populated from the Project Billed Amount field in the Project Reporting dataset.
Source Billings ValueSourceBillings

The total ready-to-bill revenue for the project.

This is populated from the Project Billings field in the Project Reporting dataset.
Dimension Account ID AccountId The ID of the account related to the project.
Account Name AccountName The name of the account related to the project.
Company ID CompanyId The ID of the Foundations company related to the project.
Company Name CompanyName The name of the Foundations company related to the project.
ID Id

The ID of the record that the dataset row relates to. This can be any of the following:

  • Expense
  • Milestone
  • Miscellaneous adjustment
  • Project
  • Timecard split
Object ID ObjectId

The ID of the record that the dataset row relates to. This can be any of the following:

  • Expense
  • Milestone
  • Miscellaneous adjustment
  • Project
  • Timecard split
Object Name ObjectName

The name of the record that the dataset row relates to. This can be any of the following:

  • Expense
  • Milestone
  • Miscellaneous adjustment
  • Project
  • Timecard split
Object Type SourceReportingType

The type of record that the dataset row relates to. The following options are available:

  • "Expenses"
  • "Milestones"
  • "Misc Adjustments"
  • "Projects"
  • "Timecards"
Period Name PeriodName The name of the recognition period that the revenue recognition transaction belongs to.
Product Name ProductName The name of the product that the revenue recognition transaction line relates to.
Recognized Record ID RecognizedRecordId

The ID of the record that the revenue recognition transaction line relates to. This can be any of the following:

  • Expense
  • Milestone
  • Miscellaneous adjustment
  • Project
  • Timecard split
Revenue Forecast Version Name RevenueForecastVersionName The name of the revenue forecast version.
Revenue Forecast Time Period Name RevenueForecastTimePeriodName The name of the time period that the revenue forecast belongs to.
Revenue Recognition Template RRTemplate The ID of the template that was used to recognize the revenue.
Source Currency CurrencyIsoCode The currency of the record that the dataset row relates to.
Source ID SourceId The ID of the related project.
Source Name SourceName The name of the related project.
Status TransactionStatus

The current status of the revenue recognition transaction.
Transaction ID TransactionId The ID of the related revenue recognition transaction.
Transaction Line ID TransactionLineId The ID of the revenue recognition transaction line.
Transaction Line Number TransactionLineNumber The name of the revenue recognition transaction line.
Transaction Number TransactionNumber The name of the revenue recognition line.
Transaction Period TransactionPeriod The name of the recognition period that the revenue recognition transaction belongs to
Date End Date EndDate

The end date of the PSA business record.

This field is retrieved directly from the Project Reporting dataset.
Period End Date PeriodEndDate The end date of the recognition period that the revenue recognition transaction belongs to.
Period Start Date PeriodStartDate The start date of the recognition period that the revenue recognition transaction belongs to.
Source Start Date SourceStartDate The start date of the project.
Revenue Forecast Created Date RevenueForecastCreatedDate The date on which the revenue forecast was created.
Start Date StartDate

The start date of the PSA business record.

This field is retrieved directly from the Project Reporting dataset.
Transaction Date TransactionDate

The date on which the revenue was recognized.

This is populated from the Recognized Date field on the revenue recognition transaction line.