Project Margin Flow PSA Input Fields

Professional Services Cloud

The input fields are the foundation of every dataset in PS Cloud Analytics. These fields are imported from your org environment by the dataflow when you create the Analytics app, the data is then processed to populate your apps' datasets.

Base Objects

This flow uses Project Actuals Converted as the base object to extract PSA field information. It also uses this object to look up to other PSA objects to complement the data necessary to generate the Project Margin Dataset.

Project Actuals Converted

This are the main fields retrieved from the Project Actuals Converted object in PSA.

Field

Description

Billings

These fields are extracted directly from your PSA environment. For more information about these fields, see Project Fields.

Currency ISO Code
End Date
Expense Costs
External Costs
Internal Costs
Other Costs
Pass-Through Billings
Start Date
Time Period Type
Total Costs
Project

We use this field to look up the corresponding PSA object for the following fields Project

Augmented Fields

The augment fields complement the data imported from the base objects allowing you to have a deeper visualization of your data.

Note: These fields are imported directly from your PSA environment. For more information about these fields, see the PSA field reference guide for their corresponding PSA object.

Key: → — Lookup path between objects

For more information about the calculated fields, see the Project Margin Flow Intermediate Processing.

PSA Object

Lookup Path

Fields

 

Project N/A Name  
Is Billable  
Project Manager ID  
→ Project → Project Manager (Contact)

Salesforce User

Name