PSA Resource Fields

Custom Fields

Here is a description of the fields that you can add to the standard Salesforce Contact page layouts. Some of these fields might not be visible or editable at all times, or in all package combinations.

Contact Information

Here is a description of the fields in the Contact Information section.

Key:
* – Mandatory field
R – Read-only

Field		Description
Account Name		Lookup to the account In this context, accounts are organizations or people that you conduct business with, such as customers or vendors. Account is a standard Salesforce object. Certinia accounts can be any Account Record Type. to which the contact is to be associated with.
Contact Currency	*	The currency that the resource A contact that works on a project. is to claim expenses in.
Contact Owner	R	User to which the contact belongs.
Last Date		The last date of employment for the resource. PSA automatically populates this field when resource details are entered via the API, however, you can enter a value manually. See Foundations PSA Messaging Settings for more information.
Reports To		The project manager or contact to which the contact reports to.
Start Date		The date that the resource commenced employment. PSA automatically populates this field when resource details are entered via the API, however, you can enter a value manually. See Foundations PSA Messaging Settings for more information.

Resource Information

Here is a description of the fields in the Resource Information section.

Field		Description
Allow Timecards Without Assignment		Indicates whether the resource is to be treated as a global resource and as such can enter time on any project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. even when the project normally requires assignments for time entry.
Default Cost Rate		Default cost of this resource, used in cost calculations on projects. Note: If you use FLS Field Level Security to suppress access to the Default Cost Rate field on a Resource for a user who is creating assignments, we recommend you apply the same access restrictions to the Cost Rate Amount field on the Assignment object.
Default Cost Rate is Daily Rate		Indicates the default cost rate is a daily rate. If deselected, the default cost rate is an hourly rate.
Exclude from Missing Timecards		Indicates whether the resource is to be excluded from missing timecard A record that indicates a resource has not entered a timecard. Missing timecards are calculated based on criteria defined by your administrator. generation.
Exclude from Resource Planner		Indicates whether the resource is to be excluded from the resource planner A graphical tool that gives you an organized, comprehensive view of resources and the projects to which they are assigned..
Exclude from Time Calculations		Indicates whether the resource is to be excluded from timecard A mechanism for logging time against a project or an assignment. calculations.
Exclude from Time Variance		Indicates whether the resource is to be excluded from time variance The difference between a resource's scheduled working hours and the hours worked per calendar week. calculations.
External Resource		Indicates whether this is a PSA external resource.
Is Resource		Indicates whether this contact is a PSA resource. Must be set to checked if you to want use this setting to allow Geocoding Services to populate the Longitude and Latitude fields with the contact's coordinates based on their address details.
Is Resource Active		Indicates whether this is an active resource that can be assigned to projects. Must be set to checked if you to want use this setting to allow Geocoding Services to populate the Longitude and Latitude fields with the contact's coordinates based on their address details.
Region/Practice/Group		Lookups to the related 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..
Employment Status		The resource's employment status. PSA automatically populates this field when resource details are entered via the API, however, you can enter a value manually. See Foundations PSA Messaging Settings for more information.
Employment Status Effective Date		The date the resource's employment status becomes effective. PSA automatically populates this field when resource details are entered via the API, however, you can enter a value manually. See Foundations PSA Messaging Settings for more information.
Resource Role		Role for this resource, used when creating resource requests to identify needs. This picklist on the Contact object must match the corresponding picklist on the Resource Request object.
Salesforce User		Salesforce user for this resource used to associate this contact with the resource's Salesforce login name. You must enter this if the resource will enter their own timecards and expenses. You can leave it blank for external resources that enter timecards and expenses via a proxy. Note: Only one resource can be associated with a Salesforce user. When you enter a value for this field, you must ensure that no other resource has the same value set in this field.
Work Calendar		Work calendar for this resource.

Selected Time Period

Actual values at a given point in time, based on selected time period, for the resource.

Field		Description
Action: Update Current Time Period		Indicates whether the system is to update the time period when the resource contact record is saved.
Current Time Period	*	Lookup to related 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..
Current Time Period End Date		Last date of the selected time period for which actuals Totals for a given time period. are calculated.

Resource Actuals

These fields are automatically calculated by PSA.

Revenue Actuals

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 resource. Budgets of type Customer PO and Customer PO Change Order contribute to Bookings.
Expense Budget	R	Sum of expense budgets for the resource. 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 resource. 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 Invoiced after they are billed/invoiced; milestones contribute to Invoiced after they are billed/invoiced.
Pass-Through Billings	R	Sum of pass-through billings. Expenses, if billable, contribute to pass-through billings when they are billable.
Pre-Billed		Amount billed earlier.
Revenue	R	Revenue is not calculated or rolled up. You can 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 resource A contact that works on a project. actuals Totals for a given time period..

Cost Actuals

Field		Description
Expense Costs	R	Sum of expenses. Expenses always contribute to expense costs, whether they are billable or not.
External Costs	R	The sum of external costs for the resource if external. The external resource cost is multiplied by timecard A mechanism for logging time against a project or an assignment. hours, whether billable or not. Milestones may contribute to a flat external cost if the External Cost field is filled in on 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 the Log Cost as External checkbox is selected. For instance, when you count subcontractor fees as a flat cost amount that helped you reach the milestone and achieve the billings.
Internal Costs	R	Internal costs for the resource. Internal resource cost multiplied by timecard hours, whether billable or not.
Other Costs	R	Any other RPG Abbreviation of region, practice, group. costs from projects. From miscellaneous adjustments of transaction category "Other Cost," e.g., material costs.
Total Costs	R	The total costs from for the resource. This includes internal costs, external costs, expenses and other costs from all projects in the RPG Abbreviation of region, practice, group. hierarchy.

Margin

Field		Description
Margin	R	The RPG margin. This is the billings minus total costs including internal costs, external costs, expenses and other costs from all projects in the RPG hierarchy.

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.

Resource Time Actuals

Key:
* – Mandatory.
R – Read-only

Field		Description
Action: Calculate Utilization	R	Indicates whether the resource's utilization figures are to be re-calculated when you click Save.
Billable Hours (External)	R	Hours from timecards marked billable for external resources (e.g., contractor doing billable customer work); not included in utilization calculation.
Billable Hours (Internal)	R	Hours from timecards marked billable for internal resources; counted towards numerator of utilization calculation.
Credited Hours	R	Hours taken from timecards for the resource where the project has Time Credited checkbox selected. This value counts towards the numerator of the utilization calculation.
Excluded Hours	R	Hours taken from timecards for the resource where the project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. has Time Excluded checkbox selected.
Non-Billable Hours (External)	R	Hours from project timecards marked non-billable for external resources, e.g., contractor working on internal budget project; not included in utilization calculation.
Non-Billable Hours (Internal)	R	Hours from project timecards marked non-billable for internal resources; not included in utilization calculation.

Resource Utilization

Key: O = Obsolete. This field is no longer in use; R – Read-only; M – Fields are removed from the default layout in Summer 2023. However, you can add them manually, if required.

Field	Key	Description
Hist Sch Utilization Billable Hours	M	Number of billable hours calculated from resource schedules before the Historical Utilization Cut-Off Date.
Hist Sch Utilization Excluded Hours	M	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	M	Number of non-billable hours calculated from resource schedules before the Historical Utilization Cut-Off Date.
Historical Scheduled Held Hours	M	Number of hours from held resource requests where the Resource lookup field contains a value and the Resource Held checkbox is selected.
Historical Utilization	M	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	M	Billable hours calculated from the resource's timecards.
Historical Utilization Calendar Hours	M	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 2nd 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	M	Historical hours from RPG Abbreviation of region, practice, group. 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	M	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	M	Number of non billable hours calculated from timecards before the Historical Utilization Cut-Off Date.
Historical Utilization Target	M	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	M	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	M	Target hours to be worked by the resource during the time period. This does not include hours in the future.
Hits Sch Utilization Credited Hours	M	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.
Scheduled Held Hours	M	Number of hours from held resource requests where the Resource lookup field contains a value and the Resource Held checkbox is selected.
Scheduled Utilization	M	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	M	The scheduled utilization billable hours total for 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..
Scheduled Utilization Calendar Hours	M	The scheduled utilization calendar hours total for the current time period.
Scheduled Utilization Credited Hours	M	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	M	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 (optionally via configuration) are subtracted from denominator of utilization calculation.
Scheduled Utilization Non Billable Hrs	M	Number of non-billable hours calculated from resource schedules after the Historical Utilization Cut-Off Date.
Scheduled Utilization Target	M	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	M	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	M	Target hours to be worked by the resource during the time period. This does not include hours in the past.
Total Time Period Hours	O	This field is now obsolete.
Utilization Target	M	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	M	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 Average	M	Percentage Utilization Target Average. The formula for this field is: Utilization Target Hours / ( Historical Utilization Calendar Hours + Scheduled Utilization Calendar Hours)
Utilization Target Hours	M	The scheduled and historical target utilization hours.
Utilization: Last Calculation Date	M	Date when last Utilization calculation was run.
Utilization: Last Update Date	M	Date on which the Utilization fields were last updated.
Utilization: Last Updated By	M	Name of the user who made the last change to the Utilization fields.
Utilization: Over Full Time Period	O	This field is obsolete.

Integration Hub

The following fields are available for Integration Hub Connector: Concur - PSA and Integration Hub Connector: Jira - PSA

Integration Hub Connector: Concur - PSA

The following field is available if you are using the Integration Hub Connector: Concur - PSA.

Key: R – Read-only

Field		Description
Send to Third-Party Expenses Application	R	Formula field that indicates if the resource is eligible for syncing with a third-party expenses application, for example, with Concur. Automatically selected if the Is Resource and Is Resource Active fields are selected.

Field

Description

Send to Third-Party Expenses Application

Formula field that indicates if the resource is eligible for syncing with a third-party expenses application, for example, with Concur.

Automatically selected if the Is Resource and Is Resource Active fields are selected.

Integration Hub Connector: Jira - PSA

The following fields are available if you are using the Integration Hub Connector: Jira - PSA.

Key: * – Mandatory field

Field		Description
Sync with Jira		Determines if the resource is eligible for syncing with Jira.
Email	*	Email address of the resource. If you want to sync the resource with Jira using the Integration Hub Connector: Jira - PSA, this field is required and its value must be unique for each resource.
Jira Correlation ID		Username of the Jira user. Automatically populated after the resource is synced with Jira. Note: You must not edit this field unless you are manually correlating the resource with an existing Jira user.

System Fields

The following field is used by PSA to maintain resource records.

Field			Description
API Resource Correlation ID			The unique identifier that links a resource to a third-party HCM application. PSA automatically populates this field when resource details are entered via the API, however, you can enter a value manually. Note: The following custom settings use this field to make changes to the resource record: Create Records as Active Resources Update Resource Employment Dates Only manually enter an API resource correlation ID if you want these changes to occur. See Foundations PSA Messaging Settings for more information.