Metadata Changes when Enabling Revenue Recognition for PSA

When you enable the Enabling Revenue Recognition for PSA feature in Feature Console, the following fields are created:

Object	Field	Description
Project	Actuals Template	Lookup to a template for recognizing revenue on the project. This field is not used by the standard integration which recognizes revenue on source records at Level 2 in the object hierarchy.
	Include in Revenue Recognition	Indicates whether or not the project is included for revenue recognition.
	Recognized to Date	Stores the revenue that has been recognized to date for the project.
	Total Projected Revenue	The total projected revenue amount.
	% Complete	The percentage of the project that is complete.
Milestone	Actuals Template	Lookup to a template for recognizing revenue on the milestone.
	Include in Revenue Recognition	Indicates whether or not the milestone is included for revenue recognition.
	Recognized to Date	Stores the revenue that has been recognized to date for the milestone.
	Start Date	The milestone's start date.
	% Complete	The percentage of the milestone that is complete.
Expense	Actuals Template	Lookup to a template for recognizing revenue on the expense.
	Start Date	The expense's start date.
	% Complete	The percentage of the expense that is complete.
Timecard Split	Actuals Template	Lookup to a template for recognizing revenue on the timecard split.
	Bill Rate	The timecard split's bill rate.
	Resource Name	The resource name on the timecard split.
	% Complete	The percentage of the timecard split that is complete.
Miscellaneous Adjustment	Actuals Template	Lookup to a template for recognizing revenue on the miscellaneous adjustment.
	Include in Revenue Recognition	Indicates whether or not the miscellaneous adjustment is included for revenue recognition.
	Start Date	The miscellaneous adjustment's start date.
	% Complete	The percentage of the miscellaneous adjustment that is complete.
Recognition Transaction Line	Project	Lookup to the project associated with this recognition transaction line.
	Milestone	Lookup to the milestone associated with this recognition transaction line.
	Expense	Lookup to the expense associated with this recognition transaction line.
	Timecard Split	Lookup to the timecard split associated with this recognition transaction line.
	Miscellaneous Adjustment	Lookup to the miscellaneous adjustment associated with this recognition transaction line.

Recognition Settings

This table lists the recognition settings records that are created for the PSA source objects.

	Project	Milestone	Expense	Timecard Split	Misc. Adjustment
Recognition Settings Name	Project Settings	Milestone Settings	Expense Settings	Timecard Split Settings	Miscellaneous Adjustment Settings
Settings Level	Primary	Level 2	Level 2	Level 2	Level 2
Parent Lookup	blank	pse__Proj__c	pse__Proj__c	pse__Proj__c	pse__Proj__c
Object	pse__Proj__c	pse__Milestone__c	pse__Expense__c	pse__Timecard__c	pse__Miscellaneous_Adjustment__c
Settings Type	Actual	Actual	Actual	Actual	Actual
Value Type	Revenue	Revenue	Revenue	Revenue	Revenue
Reference	pse__Account__c		pse__Resource__c	ffrrResourceName__c
Description	Name	pse__Description__c	pse__Description__c	Name	Name
Start Date	pse__Start_Date__c	ffrrStartDate__c	ffrrStartDate__c	pse__Start_Date__c	ffrrStartDate__c
End Date	pse__End_Date__c	pse__Target_Date__c	pse__Expense_Date__c	pse__End_Date__c	pse__Effective_Date__c
Total Revenue	ffrrTotalProjectedRevenue__c	pse__Milestone_Amount__c	pse__Billable_Amount__c	pse__Total_Billable_Amount__c	pse__Amount__c
Active Field	pse__Is_Active__c	pse__Approved__c	pse__Submitted__c	pse__Submitted__c	pse__Approved__c
Active Value	TRUE	TRUE	TRUE	TRUE	TRUE
Include Active Value	Include	Include	Include	Include	Include
Currency	CurrencyISO	CurrencyISO	CurrencyISO	CurrencyISO	CurrencyISO
% Complete	ffrrPercentComplete__c	ffrrPercentComplete__c	ffrrPercentComplete__c	ffrrPercentComplete__c	ffrrPercentComplete__c
Completed Field	ffrrIncludeinRevenueRecognition__c	ffrrIncludeinRevenueRecognition__c	pse__Approved__c	pse__Approved__c	ffrrIncludeinRevenueRecognition__c
Completed Value	TRUE	TRUE	TRUE	TRUE	TRUE
Include Completed Value	Include	Include	Include	Include	Include
Total Units		pse__Billable_Days_In_Financials__c		pse__Total_Hours__c
Rate		pse__Default_Bill_Rate__c		ffrrBillRate__c
Revenue Recognized to date Value	ffrrRecognizedToDate__c	ffrrRecognizedToDate__c
Income Statement*	9999	9999	9999	9999	9999
Balance Sheet*	9999	9999	9999	9999	9999
Fixed IS GLA Code	TRUE	TRUE	TRUE	TRUE	TRUE
Fixed BS GLA Code	TRUE	TRUE	TRUE	TRUE	TRUE