SECTIONSProject Margin Dataset PS Cloud Analytics Output Fields
The Project Margin dataset stores fields associated with the project margin calculations in PSA, this dataset is used by the Project Margin dashboard and its related workspace in Lightning.
Key: G — Generic fields; C — Calculated fields; D — Drillable fields; H — Hidden fields
|
Field Type |
Field Label |
Field API Name |
|
Description |
|---|---|---|---|---|
| Measures | Billings Value | ValueBillings | Converted value of the billings of a project's actuals. | |
| Expense Costs | ValueExpenseCosts | Converted value of the expense costs of a project's actuals. | ||
| External Costs | ValueExternalCosts | Converted value of the external costs of a project's actuals. | ||
| Internal Costs | ValueInternalCosts | Converted value of the internal costs of a project's actuals. | ||
| Other Costs | ValueOtherCosts | Converted value of the other costs of a project's actuals. | ||
| Pass Through Billings Value | ValuePassThroughBillings | Converted value of the pass through billings of a project. | ||
| Total Billings Value | ValueTotalBillings | C | Sum total of a project's billings and pass through billings. | |
| Total Costs | ValueTotalCosts | C | Sum total of a project's internal, external, other, and expense costs. | |
| Dates | Time Period End Date | TimePeriodEndDate | End date of the time period associated with the calculation. | |
| Time Period Start Date | TimePeriodStartDate | Start date of the time period associated with the calculation. | ||
| Dimensions | Project Company ID | ProjectCompanyId | Lookup to the associated Foundations company. | |
| Project Company Name | ProjectCompanyName | Name of the associated Foundations company. | ||
| Project Currency ISO Code | ProjectCurrencyIsoCode | When working with multiple currencies, allows you to choose a currency to report the project figures in when different from the default currency for your Salesforce org. | ||
| Project Display ID | ProjectDisplayId | Unique "PR-{000000}" field displayed on a project record. | ||
| Project ID | ProjectId | Identifier of the project record. | ||
| Project Manager ID | ProjectManagerId | Identifier of the project manager record. | ||
| Project Manager Name | ProjectManagerName | Name of the project manager. | ||
| Project Name | ProjectName | Name of the project. | ||
| Time Period Type | TimePeriodType |
Calendar unit of the time period for the project record, such as:
|