Region, Practice, and Group Fields

Here is a description of the fields on a region A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practice A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., or group A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. record.

Field		Description
Default Work Calendar		Default work calendar to use when working with resource schedules.
Exclude from Utilization		Indicates whether data in an RPG and any sub-RPGs are excluded from utilization calculations when a calculation is run on a parent of the RPG. For example, resources in a practice and any sub-practices are excluded from utilization calculations when a calculation is run on a parent of the practice. Include Sublevels must also be selected. Note: Excluding an RPG has no effect when utilization is calculated on a different type of RPG. For example, excluding a practice when utilization is calculated by region. However, if utilization is calculated by region with subtotals by practice, excluded practices are considered and data in the excluded practices and sub-practices is not included.
Include In Forecasting		Indicates whether this RPG's planned and actual numbers are to be included when forecasting for an RPG above it in the hierarchy.
Region/Practice/Group Name		Name of the RPG.
Region/Practice/Group Owner		Person in the RPG responsible for its management.

Current Period Plan

Field		Description
Planned Bookings		Fields that you can use to compare against actuals Totals for a given time period..
Planned Internal Costs
Planned Billings
Planned External Costs
Planned Margin
Planned Utilization
Plan: Last Update Date		Date on which the Current Period Plan fields were last updated.
Plan: Last Updated By		Name of the user who made the last change to the Current Period Plan fields.

Selected Time Period

To determine which actuals to display.

Field		Description
Action: Update Current Time Period		Indicates whether RPG numbers are to be updated within the current time period A period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong. when you save the RPG.
Current Time Period		Time period for which RPG numbers are calculated and displayed.
Current Time Period End Date		Last day of the current time period set on the RPG.

Actuals

Calculated actual values at a given point in time, based on selected time period, for the RPG.

Revenue Actuals

Key: R – Read-only

Field		Description
Billed	R	Sum of billed amounts. Timecards; expenses, if billable, contribute to billed revenue after they are billed/invoiced; milestones contribute to billed and invoiced revenue after they are billed/invoiced.
Billings	R	Sum of ready-to-bill revenue from timecards, milestones, and miscellaneous adjustments.
Bookings	R	Booked revenue for the RPG. Budgets of type Customer PO and Customer PO Change Order contribute to bookings.
Expense Budget	R	Sum of expense budgets for the region, practice or group. The Expense Amount field of a budget contributes to this field if the budget is of type: Customer PO, Customer PO Change Order, Internal Budget or Internal Budget Change Request.
Internal Budget	R	Sum of internal budgets for the region, practice or group. The Amount field of a budget contributes to this field if the budget is of type: Internal Budget or Internal Budget Change Request.
Invoiced	R	Sum of invoiced amounts. Expenses, if billable, contribute to this field after they are billed/invoiced; milestones contribute to this field after they are billed/invoiced.
Pass-Through Billing	R	Sum of pass-through billings. Expenses, if billable, contribute to pass-through billings.
Pre-Billed		Amount already billed for the project.
Revenue	R	Revenue is not calculated or rolled up. Enter a miscellaneous adjustment A catch-all business record that allows you to correct data entry errors or adjust transactions. of type "ready to bill revenue" to show revenue on the RPG actuals.

Cost Actuals

Key: R – Read-only

Field		Description
Expense Costs		Sum of expenses. Expenses always contribute to expense costs, whether they are billable or not.
External Costs		Sum of external costs. External resource cost multiplied by billable or non-billable timecard A mechanism for logging time against a project or an assignment. hours. Milestones may contribute to the flat external cost when there is a value in the "External Cost" field, and the "Log Cost as External" checkbox is checked. For example, when you count subcontractor fees as a flat cost amount that helped you reach the milestone A fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. and achieve the billings.
Internal Costs		Internal costs for the RPG Abbreviation of region, practice, group.. Internal resource cost multiplied by timecard hours, whether billable or not.
Other Costs		Any other RPG costs from projects. For example, any other miscellaneous costs such as material costs. The Amount field of a budget also contributes to this field if the budget is of type Work Order or Work Order Change Request.
Total Costs		Total costs from all projects in the RPG (internal, external, expense and other costs from each project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. in the RPG hierarchy).

Margin

Key: R – Read-only

Field		Description
Margin		Billings minus total costs (internal, external, expense A record of expenses incurred by resources assigned to a project or opportunity. and other costs from each project in the RPG hierarchy).

Miscellaneous Adjustments

Miscellaneous adjustments may contribute to any bucket since the category of the amount is up to the user. If the category is Ready-To-Bill or Pass-through-Ready-to-Bill, then they may also contribute to billed and invoiced revenue after they are billed or invoiced.

Change Record

These fields record the user who last made changes to the actuals fields and when the change was made.

Field		Description
Actuals: Last Update Date		Date on which the Actuals fields were last updated.
Actuals: Last Updated By		Name of the user who made the last change to the Actuals fields.

Time Actuals

These fields are calculated by the system and represent actual values at a given point in time, based on selected time period A period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong..

Key: R – Read-only

Field		Description
Billable Hours (External)	R	Hours from RPG Abbreviation of region, practice, group. project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. timecards marked as billable for external resources. For example, a contractor contributing to billable customer work. Not included in utilization calculation.
Billable Hours (Internal)	R	Hours from RPG project timecards marked billable for internal resources; counted towards numerator of utilization calculation.
Credited Hours	R	Hours from RPG timecards where the project has "Time Credited" checked, indicating hours for this project will count towards numerator of the utilization calculation.
Excluded Hours	R	Hours from RPG timecards where the project has "Time Excluded" checked, indicating hours for this project (optionally via configuration) be subtracted from denominator of the utilization calculation.
Non-Billable Hours (External)	R	Hours from RPG project timecards marked as non-billable for external resources. For example, a contractor working on a project with an internal budget. Not included in the utilization calculation.
Non-Billable Hours (Internal)	R	Hours from RPG project timecards marked non-billable for internal resources; not included in utilization calculation.

Utilization

Field			Description
Hist Sch Utilization Billable Hours			Number of billable hours calculated from resource schedules before the historical utilization cut-off date.
Hist Sch Utilization Credited Hours			Scheduled hours before the historical utilization cut-off date from RPG timecards where the Time Credited checkbox is selected on the project, indicating hours for the project count towards numerator of the utilization calculation.
Hist Sch Utilization Excluded Hours			Scheduled hours before the historical utilization cut-off date from RPG Timecards where the Time Excluded checkbox is selected on the project, indicating hours for the project are subtracted from denominator of utilization calculation.
Hist Sch Utilization Non Billable Hrs			Number of non-billable hours calculated from resource schedules before the hstorical utilization cut-off date.
Historical Scheduled Held Hours			Number of hours from held resource requests where the Resource lookup field contains a value and the Resource Held checkbox is selected.
Historical Utilization		R	Historical utilization calculated from the resource timecards and assignment schedule information. The formula for this field is: (Billable Historical Timecard Hours + Credited Historical Timecard Hours) / (Historical Calendar Hours - Excluded Historical Timecard Hours).
Historical Utilization Billable Hours		R	Billable hours calculated from the resource's timecards.
Historical Utilization Calendar Hours			The number of working hours for the resource for the historical utilization period calculated. For instance, if you calculate the historical utilization for the month of December on 2 December, the Historical Utilization Calendar Hours will be 24 if the time period starts on the last day of November and the working calendar for the resource is 8 hours per day.
Historical Utilization Credited Hours			Historical hours from RPG timecards where the Time Credited checkbox is selected on the project, indicating hours for the project count towards numerator of the utilization calculation. These are hours that occur before the historical utilization cut-off date.
Historical Utilization Excluded Hours			Hours from RPG timecards where the Time Excluded checkbox is selected on the project, indicating hours for this project are subtracted from denominator of utilization calculation. These are hours that occur before the historical utilization cut-off date.
Historical Utilization Non Billable Hrs			Number of non billable hours calculated from timecards before the historical utilization cut-off date.
Historical Utilization Target		R	Percentage utilization target for the resource during the selected time period. The formula for this field is: Historical Utilization Target Hours / Historical Utilization Calendar Hours * 100.
Historical Utilization Target Attainment		R	Percentage indicating how much of their historical utilization target, the resource actually achieved during the time period selected. The formula for this field is: Historical Utilization / Historical Utilization Target.
Historical Utilization Target Hours			Target hours to be worked by the resource during the time period. This does not include hours in the future.
Scheduled Held Hours			Number of hours from held resource requests where the Resource lookup field contains a value and the Resource Held checkbox is selected.
Scheduled Utilization			The scheduled utilization percentage for the current time period. The formula for this field is: (Scheduled Billable Hours + Scheduled Credited Hours) / (Scheduled Calendar Hours - Scheduled Excluded Hours).
Scheduled Utilization Billable Hours			The scheduled utilization billable hours total for the current time period.
Scheduled Utilization Calendar Hours			The scheduled utilization calendar hours total for the current time period.
Scheduled Utilization Credited Hours			Scheduled hours after the Historical utilization cut-off date from RPG timecards where the Time Credited checkbox is selected on the project, indicating hours for the project count towards numerator of the utilization calculation.
Scheduled Utilization Excluded Hours			Scheduled hours after the Historical utilization cut-off date from RPG timecards where the Time Excluded checkbox is selected on the project, indicating hours for this project are subtracted from denominator of utilization calculation.
Scheduled Utilization Target			Percentage scheduled utilization target for the resource during the selected time period. The formula for this field is: Scheduled Utilization Target Hours / Scheduled Utilization Calendar Hours.
Scheduled Utilization Target Attainment			Percentage indicating how much of their scheduled utilization target, the resource will achieve during the time period selected. The formula for this field is: Scheduled Utilization / Scheduled Utilization Target.
Scheduled Utilization Target Hours			Target hours to be worked by the resource during the time period. This does not include hours in the past.
Scheduled_Utilization_Non_Billable_Hrs			Number of non-billable hours calculated from resource schedules after the historical utilization cut-off date.
Utilization		R	Percentage indicating the overall utilization including scheduled and historical utilization. The formula for this field is: (Scheduled Billable Hours + Historical Billable Hours + Scheduled Credited Hours + Historical Credited Hours) / (Scheduled Calendar Hours + Historical Calendar Hours - Scheduled Excluded Hours - Historical Excluded Hours). Note: This field must have the API name pse__Total_Utilization__c.
Utilization Target			A target percentage of utilization for this resource. The formula for this field is: Utilization Target Hours / ( Historical Calendar Hours + Scheduled Calendar Hours.
Utilization Target Attainment			Overall historical and scheduled utilization percentage for the current time period divided by Utilization Target. The formula for this field is: Utilization / Utilization Target Average.
Utilization Target Hours			The scheduled and historical target utilization hours.
Utilization: Last Calculation Date		R	Date when last utilization calculation was run.
Utilization: Last Update Date			Date on which the Utilization fields were last updated.
Utilization: Last Updated By			Name of the user who made the last change to the Utilization fields.

Backlog

Field		Description
Scheduled Time		Value of scheduled time backlog. This value depends on the time period. For instance if the backlog is calculated for all time periods, the value includes all time periods up to the end of the last assignment.
Scheduled Milestone		Value of scheduled milestone backlog.This value depends on the time period. For instance if the backlog is calculated for all time periods, the value includes all time periods up to the end of the last future milestone.
Unscheduled Backlog		Value of unscheduled hours backlog. This is revenue from work that is not yet assigned to resources on projects for a region, practice or group during a time period.
Scheduled Backlog Calculated Date		Start date of scheduled backlog calculation (usually today).
Scheduled Backlog End Date		End date of scheduled backlog calculation.
Inactive Project Backlog		The amount of backlog (bookings - billings) that was made inactive when a contained project (including projects from sub-regions) became inactive. For parent regions, this is a cumulative value.
Backlog: Last Update Date		Date on which the Backlog fields were last updated.
Backlog: Last Updated By		Name of the user who made the last change to the Backlog fields.

 Region/Practice/Group Hierarchy

Field	Description
Parent Region/Practice/Group	RPG parent. The next level up in the hierarchy.
Region/Practice/Group Name Chain	System-generated chain for linking to the RPG.
Headquarters Region/Global Practice/Top Group	Highest RPG in the chain.
Region/Practice/Group ID Chain	System-generated chain for linking to the RPG.
Reversed Region/Practice/Group ID Chain	System-generated reversed chain for linking to the RPG.
Hierarchy Depth	Level down in the hierarchy of this RPG.
Custom Links	Any custom links your organization may have added.

Accounting Integration

If Services Resource Planning is installed in your org, additional fields are available on the Region, Practice, and Group objects. For more information, see Region, Practice, and Group Fields.

Optional Related Lists

• Immediate Sub-Regions, Practices or Groups
• Opportunities
• Resource Requests
• Projects
• Resources
• Billing Forecast Calculations
• Headquarters Region, Global Practice or Top Group
• Billing Event Batches
• Permission Controls
• Rate Cards
• Skill / Certification Zones
• Expense Limits / Rates
• Billing Event Calculations

Lightning Actions

You can add the following Lightning actions to the standard Region, Practice, and Group object page layouts.

Action		Description
Calculate Backlog		Calculate backlog for the region, practice, or group.
Calculate Missing Timecards		Calculate missing timecards for the region, practice, or group.
Calculate Time Variance		Calculate time variance for the region, practice, or group.
Calculate Utilization		Calculate utilization for the region, practice, or group.