Region, Practice, and Group Plan 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. plan.

Information

Key:
* – Mandatory field
R – Read-only

Field			Description
Currency	*		Currency of the plan.
Region/Practice/Group	*		RPG to which the plan applies.
Region/Practice/Group Owner			Owner of the RPG Abbreviation of region, practice, group..
Region/Practice/Group Plan For			RPG name and time period name.
Start/End Date			Start/End Date of the RPG plan.
Time Period	*		Time period to which the plan applies.
Time Period Type		R	Type of 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. to which the time period belongs.
Unique Name			Unique name of the RPG plan.

Plan

Field	Description
Planned Bookings	Planned numbers for the RPG in the time period.
Planned Billings
Planned External Costs
Planned Internal Costs
Planned Margin
Planned Revenue
Planned Utilization

Note:

These are fields are not validated (other than for format) or used in any formulae at this time; they are for simple planning purposes only. You can set Salesforce field-level security on these fields if required.