Delivery Tracker Component Fields and Buttons
Here is a description of the fields on the Delivery Tracker component.
Project Fields
Field |
Description |
---|---|
Currency ISO Code | The default currency selected on the project. |
End Date | The end date of the project. |
Project Manager | The Project Manager assigned to the project. This is a lookup to the related contact. |
Project Name | The name of the project. |
Project Status | Indicates the status of the project, based on the color displayed in the corresponding Project Status picklist. |
Start Date | The start date of the project. |
Actuals Fields
Field |
Description |
---|---|
Billed | Sum of billed amounts. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to billed revenue after they are billed/invoiced. Milestones contribute to billed and invoiced revenue after they are billed/invoiced. |
Billings | Sum of ready-to-bill revenue from timecards, milestones, and miscellaneous adjustments. |
Bookings | Booked revenue for this project. Budgets of type Customer PO and Customer PO Change Order contribute to bookings. |
Margin | Sum of Billings and Pass-Through Billings minus Total Costs. |
Total Cost | Total costs from all projects in the project hierarchy. |
Filter Panel Fields
Field |
Description |
---|---|
Account | Lookup to the account which the record is associated with. |
Group | Lookup to the group which the record is associated with. |
Include Full Project Hierarchy | If selected, Delivery Tracker displays the full hierarchy for applicable projects. |
Opportunity | Lookup to the opportunity which the record is associated with. |
Period | The actuals period to filter by. The default selection is --None--. |
Period Type | The actuals period type to filter by. The default selection is Perpetual. |
Practice | Lookup to the practice which the record is associated with. |
Project | Lookup to the project which the record is associated with. |
Region | Lookup to the region which the record is associated with. |
Saved Filters | Filter sets saved in the Delivery Tracker filter panel. |
Buttons
Button | Description |
---|---|
Refreshes the data displayed. | |
Change View |
Enables you to switch between the views available:
|
Collapses all records in the hierarchy so that only the highest level records are visible. | |
Expands all records in the hierarchy so that all of the project records are visible. | |
Opens the filter panel to enable you to filter the programs and project hierarchies displayed. | |
Project Currency | Enables you to convert the actuals fields displayed to different currencies. |
Filter Panel Buttons
Button | Description |
---|---|
Clear | Clears the currently selected filters in the filter panel. |
Delete | Enables the user to delete the currently selected filter, in the Delivery Tracker Filter Panel. |
Edit | Enables the user to edit the currently selected filter, in the Delivery Tracker Filter Panel. |
Reset |
Resets the filter panel to the original values displayed. The filter panel reset has different behavior depending on which page layout it is added to:
|
Save | Saves amendments to the currently selected filter criteria, in the Delivery Tracker filter panel. |
Save As | Saves the currently selected filter criteria for reuse, on the Delivery Tracker on app pages. |
Displays the Save and Save As options for saving filters. | |
Displays the Edit and Delete options for editing and deleting filters. |