Custom Opportunity Fields

These sections describe the PSA fields, Visualforce pages, and buttons that you can add to the standard Salesforce Opportunity page layouts.

Fields

Some of these fields might not be visible or editable at all times, or in all package combinations.

Field		Description
Amount	*	The amount of the opportunity.
Billing Forecast Curve		A lookup to the related Billing Forecast Curve field. Used when a billing forecast curve is applied to an opportunity. For more information, see Billing Forecasting Overview and Managing Curves for Billing Forecasts.
Close Date	*	The closing date of the opportunity.
Is Change Request		Indicates whether this opportunity is a change request A type of opportunity that you can create from an existing project..
Is Parent Opportunity Services		Indicates whether the related parent opportunity is a services opportunity.
Is Services Opportunity		Indicates whether this opportunity is a services opportunity.
Opportunity Name	*	Name of the opportunity.
Opportunity Owner	*	Lookup for the contact who owns the opportunity.
Parent Opportunity		Lookup to an optional parent opportunity.
Pre-Billed Amount		Currency value of any services already billed for this opportunity.
Rate Card Percentage Discount		Sets the discount in percent applicable on a rate card's suggested bill rate when creating or updating a resource request or assignment on a project.
Rate Card Discount Limit		Sets the rate card's minimum suggested bill rate to which the discount will be applied.
Rate Card Set		Specifies the rate card set, composed of multiple separate rate cards, which determines which rate cards are applied to the opportunity.
Region/Practice/Group		Lookup 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./group A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects..
Services Attached % From Products		Percentage rate of services attached from products. See notes.
Services Attached From Products		Currency value of any services attached from products.
Stage	*	Specifies the current stage of the opportunity.

Note:

The attached rate of a product represents how many complementary products are sold for each primary product. For example, the average number of DVD discs (complementary product) purchased for each DVD player (primary product) sold, or the number of console-specific video games purchased for each console sold.

In the services industry, the attach rate (or the Professional Services Capture Rate) represents the ratio between the revenue from products to revenue from services for that product.

Visualforce Pages

Opportunity Cost and Revenue Summary

The following notes apply to the Opportunity Cost and Revenue Summary:

• The Cost and Revenue Summary respects the permissions that relate to cost rate and bill rate calculations. If there are any missing permissions on individual fields, partial values are displayed with an information message.
• Values are calculated and displayed in the opportunity currency.
• The Resource Requests table is shown only if there are resource requests for the opportunity.
• The Services Products table is shown only if there are product line items on the opportunity that have the Is Services Product Line checkbox selected.

Resource Requests

The Resource Requests table shows the cost and revenue details of the resource requests for the opportunity.

All fields are read-only.

Field	Description
Bill Rate	Taken from the combined value of the Suggested Bill Rate Number and Suggested Bill Rate Currency Code fields on a resource request. If the Suggested Bill Rate Number field on a resource request is blank or zero, the value in the Requested Bill Rate Number field is used. If the Requested Bill Rate Number field on a resource request is blank, a hyphen is displayed. The bill rate value in the Totals row shows the average bill rate (Total Estimated Revenue divided by Total Hours). This figure is rounded to two decimal places.
Cost Rate	Taken from the Average Cost Rate field on a resource request. If the resource request is a held resource request, the cost rate is taken from the Default Cost Rate field on the resource. If Default Cost Rate is Daily Rate is deselected on a resource, the Default Cost Rate is used. If, however, Default Cost Rate is Daily Rate is selected on a resource, the cost rate is calculated as follows: The Default Cost Rate is divided by the average of non-zero or non-blank hours recorded in the Mon to Sun fields on the resource's work calendar. If all Mon to Sun fields on the associated work calendar are zero or blank, the Default Cost Rate is divided by the Standard Hours Per Day value on the resource's work calendar. If the Standard Hours Per Day value is zero or blank, or the resource does not have a work calendar, the Default Cost Rate is divided by eight. The cost rate value in the Totals row shows the average cost rate (Total Estimated Cost divided by Total Hours). This figure is rounded to two decimal places.
Estimated Cost	Total Hours multiplied by Cost Rate for each role.
Estimated Revenue	Total Hours multiplied by Bill Rate for each role.
Resource Role	Lists the roles that appear on all relevant resource requests. If there are multiple resource requests for a single role, the values for Total Hours Per Role, Estimated Cost, and Estimated Revenue are totaled and displayed on one line. The following values need to be the same in each resource request for the role: Cost Rate Bill Rate Currency
Total Hours Per Role	The combined hours of resources for specific roles, taken from the Requested Hours field on the resource requests.

Services Products

The Services Products table shows the cost and revenue details of the opportunity product line items that have been identified as services. The Date field is always shown, but only populated if a date has been entered on the line item.

The figures in the Total Price column are shown in the opportunity currency.

All fields are read only.

Totals Summary

This section shows the totals for the opportunity, calculated from the resource request and services products figures.

Field	Description
Total Estimated Costs	The sum of the values in the Estimated Cost column.
Total Estimated Margin	Total Estimated Revenue minus the Total Estimated Costs.
Total Estimated Margin %	Total Estimated Margin divided by the Total Estimated Revenue, displayed as a percentage.
Total Estimated Revenue	The total estimated revenue from resource requests and services products.
Total Estimated Hours	Total number of hours recorded on the relevant resource requests, taken from the Requested Hours field.

Buttons

Button or Action	Description
Apply Rate Card Discount	Enables you to apply a rate card discount to opportunity resource requests that have not been assigned or held.
New Resource Request	Enables you to create a new resource request for this opportunity.
Run Revenue Forecast	Enables you to run a revenue forecast for this opportunity.
Update Resource Requests	Enables you to update and delete multiple resource requests simultaneously for this opportunity.