Project Fields

Here is a description of the fields that make up a project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. record. Some of these fields might not be visible or editable at all times, or in all package combinations.

Key: R – Read-only

Information and Project Detail

Field		Description
Account		Lookup to the related account In this context, accounts are organizations or people that you conduct business with, such as customers or vendors. Account is a standard Salesforce object. Certinia accounts can be any Account Record Type. for the project. Enter the customer account for the project, unless you are using it to track items other than revenue such as vacations or internal non-billable projects.
Actuals: Last Recalc Date		The date actuals were last recalculated for the project.
Actuals: Last Update Date		The date and time actuals were last updated for the project.
Actuals: Last Updated By		Lookup to the related user for the last update date.
Actuals: Need Recalc		Indicates whether project actuals need to be re-calculated for the project. For more information, see Actuals.
Adjust End Date		If selected, indicates the project's end date is adjusted automatically to match the end date of the project task with the latest end date in Gantt. For more information, see Gantt Preferences.
Baseline	R	Baseline version of this project.
Baseline End Date	R	End date recorded on the project baseline.
Baseline Phase	R	Project phase recorded on the project baseline.
Baseline Stage	R	Stage recorded on the project baseline.
Baseline Start Date	R	Start date recorded on the project baseline.
Billing Queues Need Recalc		Indicates whether billing queues need to be re-calculated for the project. When a process changes the Exclude from Billing field, the Billing Queues Need Recalc is automatically selected. Your administrator can write Apex to schedule project billing recalculation using the Billing Generate Queue class. Projects for which billing needs to be recalculated are included when the project billing recalculation occurs. For more information, see Scheduling Billing Queue Recalculation.
Billing Type		Type of billing, such as Fixed Price or Time and Materials. A Time and Materials project tracks hours entered by resources with assignment and schedules as the main method of billing.
Company		Lookup to the related Foundations company.
Copy Child Records from Template Async		Determines whether project-related data including tasks are created in asynchronous mode when you click Create Project From Template. This field is only enabled for use when your administrator has added it to the Create Project From Opp And Template Project Columns field set. See Project Field Sets for more information.
Currency		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.
End Date		Date this project ends.
Engagement		Lookup to the related engagement Represents a single customer engagement that can include diverse revenue streams. It links together related products for a customer within a given time frame, such as professional services, subscriptions, and goods. for the project. If you use the Billing Events integration to create billing documents from billing events, , the project's engagement is automatically copied to the billing documents. When the project related to a billing event has an engagement defined, the Engagement value is copied from the project to the Engagement lookup on the resulting billing documents. For more information, see Engagements.
Exclude from Backlog		Indicates whether the project is to be excluded from backlog calculations.
Exclude Project from Display on Billing		If selected, excludes the project from displaying on the billing screen.
Group		Lookup to the related group A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the project actuals roll up to.
Include In Forecasting		Indicates whether the project is to be included in forecasting.
Location		The project's location.
Notes		Enter project staffing notes.
Opportunity		Lookup to the related opportunity. Enter the opportunity for the project unless you are using it to track items other than revenue such as vacations or internal non-billable projects.
Opportunity Owner		Contact who owns the related opportunity.
Practice		Lookup to the related practice A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the project actuals Totals for a given time period. roll up to.
Pre-Bill Type	R	The type of pre-billing selected for the project. This indicates whether the customer has been pre-billed for a part of the budget or all of it.
Project ID	R	Unique project identifier assigned by the system.
Project Manager		Lookup to the related contact. Used on the resource planner A graphical tool that gives you an organized, comprehensive view of resources and the projects to which they are assigned.. If this contact does not have a Salesforce user and a budget's amount consumed threshold is reached, the resulting notification is sent to the project owner. Note: This field is mandatory if you are syncing the project to a Jira project using the Integration Hub Connector: Jira - PSA.
Project Name		Name of the project. Should relate to the account In this context, accounts are organizations or people that you conduct business with, such as customers or vendors. Account is a standard Salesforce object. Certinia accounts can be any Account Record Type. and opportunity.
Project Phase		Current phase of the project.
Project Type		Classification of the project.
Rate Card Discount Limit		Sets the rate card's minimum suggested bill rate to which the discount will be applied.
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 Set		Specifies the rate card set, composed of multiple separate rate cards, which determines which rate cards are applied to the project.
Region		Lookup to the related region A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which the project actuals roll up to.
Services Billing Time Period Type		The time period type to use when generating billing events and billing event batches for the project.
Share with Project Manager		Indicates whether project related business records such as milestones are shared with the project manager.
Share with Project Resources		Indicates whether project related business records such as milestones are shared with resources assigned to the project.
Stage		Current stage of the project.
Start Date		Date this project starts.
Template		Indicates whether this project is a template and appears in the list of projects when you click Create Project From Template.
Time Logged in Days		If selected, time is logged using days instead of hours.
Time Zone		The project time zone is used when creating tasks for a project in Gantt.
Version Config		The version config record to use when creating a version for this project. If not defined, your organization's default version config is used.
Work Calendar		The associated Work Calendar.

Project Tracking

Field	Description
Alert Recipient	The contact who is notified when billing exceeds the cap applied at project or budget level. For the project billing cap, Apply Billing Cap must be selected and there must be a value in the Alert Threshold field. An email is sent when the project's Percentage Used equals or exceeds the Alert Threshold. No email is sent if this field is blank or if no email address is recorded for the selected contact. For details of how to customize the email template, see the Salesforce help. To open the template: From Setup, in the Administration section, select Email | Classic Email Templates. Open the folder PSA: Billing & Invoice Management, and edit the template PSA - Project Threshold Alert. For a budget billing cap, a Salesforce notification is sent to the project manager and this contact when the value in a budget's Amount Consumed field reaches either of the thresholds set in the budget's two Amount Consumed Alert Thresholds fields.
Alert Threshold	Triggers an email when Percentage Used equals or exceeds the percentage value entered. Apply Billing Cap must be selected and there must also be a contact in the Alert Recipient field.
Apply Billing Cap	Checkbox to trigger an email when the project billings total is over a threshold percentage of its bookings total. There must be a contact in the Alert Recipient field and there must also be a value in the Alert Threshold field.
Auto-Cap Billing	If selected, billing events that will exceed the project's billing cap are stopped from being released.
Percentage Used	The percentage of bookings that are already ready-to-bill, including any pre-billed amount.
Remaining Amount	The bookings amount minus ready-to-bill records and any pre-billed amount.

Project Status

Field		Description
Baseline Project Status	R	Project status recorded on the project baseline.
Financial Status		Indicates the current financial status of a project, based on the color displayed in the corresponding Financial Status picklist.
Financial Status		Picklist linked to the corresponding Financial Status color indicator field. You can select the color manually (Green, Yellow, or Red). Alternatively, you can use Salesforce Flow Builder to apply your own logic and control the behavior of the Financial Status color indicator, based on the value displayed in another field. See the Salesforce Help for more information on Salesforce Flow Builder.
Planned Hours		The number of planned hours for the project. This field exists on projects, assignments, and milestones and is for simple planning purposes. When a project is created from a template, the number of hours from the template is copied to this field.
Project Status		Indicates the status of the project, based on the color displayed in the corresponding Project Status picklist.
Project Status		Picklist linked to the corresponding Project Status color indicator field. You can select the color manually (Green, Yellow, or Red). Alternatively, you can use Salesforce Flow Builder to apply your own logic and control the behavior of the Project Status color indicator field, using the value displayed in another field. For example, you could configure the Project Status field to update automatically by applying logic that uses the value in the Project End Date field. See the Salesforce Help for more information on Salesforce Flow Builder.
Project Status Notes		Notes on the project status.
Schedule Status		Indicates whether the project is on schedule, based on the color displayed in the corresponding Schedule Status picklist.
Schedule Status		Picklist linked to the corresponding Schedule Status color indicator field. You can select the color manually (Green, Yellow, or Red). Alternatively, you can use Salesforce Flow Builder to apply your own logic and control the behavior of the Schedule Status color indicator field, based on the value displayed in another field. See the Salesforce Help for more information on Salesforce Flow Builder.
Scope Status		Indicates the current scope status, based on the color displayed in the corresponding Scope Status picklist.
Scope Status		Picklist linked to the corresponding Scope Status color indicator field. You can select the color manually (Green, Yellow, or Red). Alternatively, you can use Salesforce Flow Builder to apply your own logic and control the behavior of the Scope Status color indicator field, based on the value displayed in another field. See the Salesforce Help for more information on Salesforce Flow Builder.

Project Attributes

Key: G - Used in global projects.

Field		Description
Active		Indicates whether this project is active. When deselected, this project's Scheduled Backlog will not be calculated or reflected in roll-ups. Also when deselected, you cannot enter, delete or materially update further business records on this project. Note: You cannot deactivate a project that has active child projects.
Billable	G	Indicates whether this project is billable. When deselected, this project's numbers will not be reflected in any billing information.
Exclude From Billing		Indicates whether this project should be excluded from billing events.
Exclude from Project Variance Batch		Indicates whether this project should be excluded from the Calculate Hours Variance on Projects batch job that is run from the PSA Administration tab.
Closed for Time Entry		Indicates whether this project is closed for timecard entry.
Closed for Expense Entry		Indicates whether this project is closed for expense entry.
Exclude from Project Planner		Indicates whether this project is hidden from view in the project planner A graphical tool that gives you an organized, comprehensive view of projects and the resources assigned to them..
Exclude from Monitor Rollup		When selected, excludes the selected project from the monitor fields rollup when changes are made to the assignments related to that project.
Exclude from EVA Calculation		When selected, the Est vs. Actuals are not calculated for the assignments under the selected projects.
Allow Self Staffing		Indicates whether resources have permission to create their own assignments for the project. This overrides the staffing permission controls for the project or resource.
Allow Timecards Without Assignment	G	Enables the entry of timecards without the resource requiring an assignment Connection between a resource and a project..
Allow Expenses Without Assignment	G	Enables the entry of timecards and expenses without the resource requiring an assignment.
Time Credited		Indicates if non-billable time for internal resources is credited for utilization. For example, you may want time spent on consulting to count towards utilization.
Time Excluded		Indicates if non-billable time for internal resources is excluded from the utilization calculation.
Daily Timecard Notes Required		Makes the entry of timecard notes mandatory.
Billable Expense Fee Percentage		Fee percentage by which to increase the billable amount of any Expense logged for the project. Set to 0% for no increase (default). Set to 100% to double the amount. The calculation applies the percentage expense fee before any flat expense fee.
Billable Expense Fee Flat		The flat fee in project currency by which to increase the billable amount of an expense logged to the project. The increase is applied after any percentage fee increase. The default value is taken from the Billable Expense Fee Flat field on the project.
Expense Notes		Makes the entry of expense notes mandatory.
Share with Project Manager		Enables the sharing of project information with the user designated as project manager.
Share with Project Resources		Enables the sharing of information such as milestones with resources assigned to the project.
Hours to Days Rule		Lookup to the hours to days rule to apply when calculating the number of hours on a timecard day that count as a day or a half day when using daily rates for billing and cost calculations. For further information, see About Hours to Days Rules.

Task Information

Field		Description
Tasks Total Points		Total of points on all project tasks.
Tasks Total Points Complete		Total of points on completed project tasks.
Tasks Total Percent Complete (Points)	R	Percentage of project tasks that are complete based on task points.
Total Number of Tasks		Total number of project tasks.

Project Monitor

Key: R – Read-only

Field		Description
Planned Hours		Number of hours planned for the project.
Total Assigned Hours	R	Total number of hours from project assignments.
Total Projected Revenue From Assignments	R	Total projected revenue from all project assignments

Selected Time Period

Key: R – Read-only

Field		Description
Action: Update Current Time Period		Indicates whether project numbers within the current time period are to be updated when you next save the project. Use this checkbox to update project numbers after changing the Project Time Period field.
Current Time Period	R	Name of the current 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..
Current Time Period End Date	R	Last day of current time period.

Actuals

Actual values, for the project, at a given point in time, based on selected time period. All read-only.

Revenue Actuals

Field		Description
Billed		Sum of billed amounts. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to billed revenue after they are billed/invoiced. Milestones contribute to billed and invoiced revenue after they are billed/invoiced.
Billings		Sum of ready-to-bill revenue from timecards, milestones, and miscellaneous adjustments.
Bookings		Booked revenue for this project. Budgets of type Customer PO and Customer PO Change Order contribute to bookings.
Expense Budget		Sum of expense budgets for the project. The Expense Amount field of a budget contributes to this field if the budget is of type: Customer PO, Customer PO Change Request, Internal Budget or Internal Budget Change Request. The Amount field of a budget contributes to this field if the budget is of type: Billable Expenses or Non-Billable Expenses. Miscellaneous adjustments of type Expense Budget also contribute to this field.
Internal Budget		Sum of internal budgets for the project. The Amount field of a budget contributes to this field if the budget is of type: Internal Budget or Internal Budget Change Request.
Invoiced		Sum of invoiced amounts. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to invoiced revenue after they are billed/invoiced. Milestones contribute to invoiced revenue after they are billed/invoiced.
Margin		Billings minus Total Costs.
Pass-Through Billing		Sum of pass-through billings, including expenses.
Pre-Billed		Amount already billed for the project.
Revenue		Revenue is not calculated or rolled up. Enter a miscellaneous adjustment A catch-all business record that allows you to correct data entry errors or adjust transactions. to show revenue on the project actuals Totals for a given time period..

Individual Revenue Actuals

Individual, or Non-Rolled-up Value (NRV), actuals fields enable you to view the source of the rolled-up actuals fields.

Field		Description
Individual Billed		Non-rolled up value (NRV) of the amounts marked as billed. Derived from this project alone, separate from child project roll ups.
Individual Billings		Non-rolled up value (NRV) of ready-to-bill revenue from business records. Derived from this project alone, separate from child project roll ups.
Individual Bookings		Non-rolled up value (NRV) of Customer POs and Customer PO Change Order budget amounts. Derived from this project alone, separate from child project roll ups.
Individual Expense Budget		Non-rolled up value (NRV) of expense budget amounts. Derived from this project alone, separate from child project roll ups.
Individual Internal Budget		Non-rolled up value (NRV) of Internal Budget and Internal Budget Change Request amounts. Derived from this project alone, separate from child project roll ups.
Individual Invoiced		Non-rolled up value (NRV) of the invoiced amounts. Derived from this project alone, separate from child project roll ups.
Individual Margin		Non-rolled up value (NRV) of Billings and Pass-Through Billings minus Total Costs. Derived from this project alone, separate from child project roll ups.
Individual Pass-Through Billing		Non-rolled up value (NRV) of Billable expense and miscellaneous adjustment pass-through-ready-to-bill revenue amounts. Derived from this project alone, separate from child project roll ups.
Individual Pre-Billed		Non-rolled up value (NRV) of pre-billed amounts from budgets or miscellaneous adjustments. Derived from this project alone, separate from child project roll ups.
Individual Revenue		Non-rolled up value (NRV) of miscellaneous adjustment revenue amounts. Derived from this project alone, separate from child project roll ups.

Cost Actuals

Field		Description
Internal Costs		Sum of internal costs, whether billable or not. Internal costs are only for resources that are not marked as External. They are calculated using this formula: Approved timecard hours * Cost rate
External Costs		Sum of external costs, whether billable or not. Milestones may contribute to flat External Cost if the External Cost field is completed, and the Log Cost as External checkbox is selected. For example, when you count subcontractor fees as a flat cost amount that helped you reach the milestone and achieve the billings.
Expense Costs		Sum of approved expenses in expense reports, whether billable or not.
Other Costs		Any other project costs. Other costs might include things like material or capital costs incurred on the project. These are only generated through miscellaneous adjustments which can also generate any other category of revenue or cost. The Amount field of a budget also contributes to this field if the budget is of type Work Order or Work Order Change Request.
Total Costs		Total costs from all projects in the project hierarchy.

Individual Cost Actuals

Individual, or Non-Rolled-up Value (NRV), actuals fields enable you to view the source of the rolled-up actuals fields.

Field		Description
Individual Internal Costs		Non-rolled up value (NRV) of costs from internal resources. Derived from this project alone, separate from child project roll ups.
Individual External Costs		Non-rolled up value (NRV) of costs from external resources. Derived from this project alone, separate from child project roll ups.
Individual Expense Costs		Non-rolled up value (NRV) of costs associated with expenses. Derived from this project alone, separate from child project roll ups.
Individual Other Costs		Non-rolled up value (NRV) of miscellaneous adjustment other cost amounts. Derived from this project alone, separate from child project roll ups.
Individual Total Costs		Non-rolled up value (NRV) of internal, external, expense and other costs. Derived from this project alone, separate from child project roll ups.

Change Record

These fields record the user who last made changes to the actuals fields and when the change was made.

Field		Description
Actuals: Last Update Date		Date on which the Actuals fields were last updated.
Actuals: Last Updated By		Name of the user who made the last change to the Actuals fields.

Project Variance

Note:

Project Variance values only relate to the project being viewed and don't include values from sub-projects.

Project Variance Fields

The following fields on the Project object enable you to monitor and report on project variance.

Tip:

To exclude a project from the Calculate Hours Variance on Projects batch job that is run from the PSA Administration tab, select Exclude from Project Variance Batch in the Project Attributes section.

Key: R – Read-only

Field		Description
Estimated Hours at Completion	R	An estimate of the total hours to be spent on a project. Calculated using Total Submitted Hours plus Scheduled Hours Remaining.
Hours Cut Off Date	R	The date used to calculate a project's variance values. The date last week that corresponds to the last day in the project's work calendar is used. If no work calendar exists, last Sunday's date is used.
Percent Hours Complete	R	The percentage of hours already completed on the project. Calculated using Total Submitted Hours divided by Estimated Hours at Completion multiplied by 100.
Scheduled Hours Remaining	R	The number of hours not yet spent on a project. Calculated using assignments whose end date comes after the Hours Cut Off Date and takes into account scheduled hours and schedule exceptions.
Total Submitted Hours	R	The number of hours spent on a project. Calculated using the total hours on submitted or approved timecards, when the Assignment lookup is not blank and the end date is before or the same as the date in the Hours Cut Off Date field.
Variance at Completion	R	The difference between the original number of planned project hours and the Estimated Hours at Completion. Calculated using Planned Hours on a project minus Estimated Hours at Completion.
Variance from Plan	R	The difference between the number of planned project hours and the number of submitted or approved timecard hours. Calculated using Planned Hours on a project minus Total Submitted Hours.

Project Variance Visualforce Page

Note:

The fields listed below are used by the Project Variance Visualforce page. If preferred, you can use the Project Variance fields on the Project object, as they enable you to monitor and report on Project Variance. For more information, see Project Variance Fields.

Key: R – Read-only

Field		Description
% Hours Complete	R	Percentage of hours already completed on the project against total anticipated hours. Calculated using Total Approved and Submitted Hours divided by Estimated Hours At Completion multiplied by 100.
Cut Off Date	R	Date used to calculate a project’s variance values. The last day in the week of the project's work calendar is used. Without a project work calendar, the last Sunday before today's date is used. Today's date is used when today is Sunday.
Estimated Hours At Completion	R	Latest estimate of the total hours to be spent on the project. Calculated using Total Approved and Submitted Hours plus Scheduled Hours Forward.
Scheduled Hours Forward	R	Hours not yet spent on a project. These are the total number of scheduled project hours (based on associated assignments) from a day after the cut off date up until the last scheduled date. This may be after the project end date when any assignments exceed the project end date.
Total Approved and Submitted Hours	R	Time spent on a project. Calculated from approved and submitted timecard hours on the project with a week ending date up to and inclusive of the cut off date. Timecards with a week ending date after the cut off date are excluded from the calculation even when time has been submitted and approved up to and including the cut off date.
Variance At Completion (VAC)	R	Difference between the original number of planned project hours and the current estimate for the total hours. Calculated using Planned Hours minus Estimated Hours At Completion. VAC may be a negative number when the Planned Hours field is not populated with a value, or when the current estimate for Total Hours exceeds Planned Hours.
Variance From Planned	R	Difference between the number of planned project hours and the number of approved or submitted timecard hours. Calculated using Planned Hours minus Total Approved and Submitted Hours. Planned Hours and Total Approved and Submitted Hours values relate to the project being viewed and exclude rolled up values from sub-projects.

Time Actuals

Field		Description
Billable Hours (External)		Billable timecard hours from external resources.
Billable Hours (Internal)		Billable timecard hours from internal resources. These hours typically contribute to utilization.
Credited Hours		Timecard hours from internal resources, where the timecard has the Time Credited checkbox checked. These hours typically contribute to utilization.
Excluded Hours		Timecard hours from internal resources, where the timecard has the Time Excluded checkbox selected. These hours are also typically subtracted from calendar hours in utilization.
Non-Billable Hours (External)		All non-billable timecard hours from external resources, even if the Time Credited or Time Excluded checkboxes are selected.
Non-Billable Hours (Internal)		Non-billable timecard hours from internal resources, where the Time Credited and Time Excluded checkboxes are both deselected.

Individual Time Actuals

Individual, or Non-Rolled-up Value (NRV), actuals fields enable you to view the source of the rolled-up actuals fields.

Field		Description
Individual Billable Hours (External)		Non-rolled up value (NRV) of billable timecard hours from external resources. Derived from this project alone, separate from child project roll ups.
Individual Billable Hours (Internal)		Non-rolled up value (NRV) of billable timecard hours from internal resources. Derived from this project alone, separate from child project roll ups.
Individual Credited Hours		Non-rolled up value (NRV) of credited Non-Billable timecard hours from internal resource. Derived from this project alone, separate from child project roll ups.
Individual Excluded Hours		Non-rolled up value (NRV) of excluded Non-Billable timecard hours from internal resource. Derived from this project alone, separate from child project roll ups.
Individual Non-Billable Hours (External)		Non-rolled up value (NRV) of Non-Billable timecard hours from external resources. Derived from this project alone, separate from child project roll ups.
Individual Non-Billable Hours (Internal)		Non-rolled up value (NRV) of Non-Billable timecard hours from internal resources. Derived from this project alone, separate from child project roll ups.

Backlog

When you run a backlog calculation the details are copied from the backlog detail object to the project.

Field		Description
External Time Cost		Value of the aggregated cost calculation for external resources in scheduled project backlog.
Billing Forecast Curve		A lookup to the related Billing Forecast Curve field. For more information, see Billing Forecasting Overview and Managing Curves for Billing Forecasts.
Internal Time Cost		Value of the aggregated cost calculation for internal resources in scheduled project backlog.
Milestone Cost		Value of the milestone cost calculation in scheduled project backlog. This value is zero unless the Log Milestone Cost As External field is selected on the Milestone object.
Scheduled Backlog Amount		Value of scheduled hours backlog. This is the expected revenue pertaining to resources assigned or milestones scheduled on a project.
Scheduled Backlog Calculation Date		Start date of scheduled backlog calculation (usually today).
Scheduled Backlog End Date		End date of scheduled backlog calculation
Scheduled Milestone		Value of scheduled milestone backlog.This value depends on the time period. For instance if the backlog is calculated for all time periods, the value includes all time periods up to the end of the last future milestone. Milestone backlog is generated from amounts associated with milestones with target dates in the forward looking backlog date range that have not yet been achieved where Include In Financials is false. These milestones represent expected future billings.
Scheduled Time		Value of scheduled time backlog. This value depends on the time period. For instance if the backlog is calculated for all time periods, the value includes all time periods up to the end of the last assignment. Scheduled time backlog is generated from billable assigned time multiplied by the assignment bill rate in the forward-looking backlog date range. This represents the future expected corresponding billable timecards.
Unscheduled Backlog		Value of the unscheduled backlog. This field only applies to perpetual time periods, usually all time periods. This is the remainder of project budget bookings that have not yet been allocated to actuals or to milestones or assignments. This is the budget minus actuals billings and scheduled milestone and time backlog. These might be in different time periods, so only the unscheduled backlog for the All Time Periods calculation for is usable.
Backlog: Last Update Date		Date on which the Backlog fields were last updated.
Backlog: Last Updated By		Name of the user who made the last change to the Backlog fields.

Billing Eligible Records

Key: 1999 - The maximum number of records you can track in this field is 1999.

Field	Key	Description
Action: Count Billing Eligible Records		Indicates whether the fields above are updated when you save the project. When you save the project, the checkbox is automatically deselected.
Add BEIs to Existing Batches		If selected, all existing billing event items are added to an existing billing event instead of creating a new billing event.
Billing Eligible Last Updated		Displays the date on which the Billing Eligible fields were last updated on the project.
Billing Eligible Budgets	1999	Number of budgets that are currently available for billing event generation.
Billing Eligible Expenses	1999	Number of expenses that are currently available for billing event generation.
Billing Eligible Milestones	1999	Number of milestones that are currently available for billing event generation.
Billing Eligible Misc Adjustments	1999	Number of miscellaneous adjustments that are currently available for billing event generation.
Billing Eligible Timecard Splits	1999	Number of timecard splits that are currently available for billing event generation.

In addition, for an item to be eligible for billing, the following applies:

• Project Account – A project account must be selected.
• Project Exclude from Billing – must be deselected.
• Business record Billing Hold – must be deselected.
• Business record Include In Financials – must be selected.
• Business record Billable – must be selected on Timecard Splits, Expenses, Budgets, Milestones and Miscellaneous Adjustments.
• Business record Billed – must be deselected.
• Business record Invoiced – must be deselected.
• Business record – must not have an existing Billing Event Item lookup value.
• If your administrator has set the PSA approvalsEnabled configuration option in the Billing Group is set to true, the business record Approved for Billing checkbox must be selected.
• On Miscellaneous Adjustments, the Transaction Category field must match one of the transaction categories in the PSA miscellaneousAdjustmentCategories option in the Billing configuration group A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature..

Project Hierarchy

Field		Description
Parent Project		Next level up in the project hierarchy.
Master Project		Highest project in the hierarchy.
Hierarchy Depth		Level within the project hierarchy.
Project Name Chain		Name of system-generated chain for linking to the project.
Project ID Chain		ID for system-generated chain for linking to the project.

Revenue Forecast

Field	Description
% Hours Completed for Recognition	Percentage of hours completed on this project. When you run a revenue forecast on this project and are not using weighting, the following calculation is used to work out the value in this field: (Sum of approved timecard hours/Value in the field selected from the Total Hours Field on Project picklist on the revenue forecast setup record) * 100. Note: If there is no active forecast setup record, the Total Hours Field on Project picklist defaults to Estimated Hours at Completion. For more information, see Revenue Forecast Setup Fields. If you are using weighting, the following calculation is used to work out the value in this field: (Weighted actual hours/Sum of weighted actual and scheduled hours) * 100. For more information on weighting, see Using Weighting. This field is only populated if one of the following applies: "% Complete" is displayed in the Recognition Method field. You are using the integration between PSA and Revenue Management and this project looks up to a template of type "% Complete" in Revenue Management.
Recognition Method	Recognition method to apply to this record for Revenue Forecasting. The options available are: Deliverable % Complete Equal Split: Months Equal Split: Months/Actual Days in Part Periods Equal Split: Months/Part Periods Equal Split: Days Equal Split: 4,4,5 Notes: This is a global picklist that is on several objects used in Revenue Forecasting. This field is not relevant if you are using the integration between PSA and Revenue Management.
Revenue Forecast Batch Update Pending	Indicates when this project is queued for revenue forecast processing. This is a system controlled field.
Revenue Forecast Last Updated	Date and time when this revenue forecast was last updated.
Revenue Forecast Processing Status	The processing status of this revenue forecast: "Not Started", "Pending", "Processing", "Error" or "Complete". If the process completes with errors, an error log is available from the Revenue Forecast Batch Logs related list. Refresh your browser to ensure the process status is up to date.

Gantt

A Gantt chart is usually displayed on the Project Plan tab of a project record, although an administrator can configure it to be displayed elsewhere on the page and can change the name of the tab.

For information on the buttons available in Gantt on a project record, see Project Gantt Lightning Component Fields.

Project Task Board

The Project Task Board is usually displayed on the Project Plan tab of a project record, although an administrator can configure it to be displayed elsewhere on the page and can change the name of the tab.

For information on the fields and buttons available on the Project Task Board, see Project Task Board Lightning Component Fields.

Project Cost and Revenue Summary

The Project Cost and Revenue Summary Visualforce page is usually displayed on the Financials tab of a project record.

Note the following:

• Values only relate to the project being viewed and don't include values from sub-projects.
• Empty fields or columns are not displayed.
• 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.
• Projects can include both Fixed Price and Time & Materials billing, depending on how resource bill rates and milestone amounts are implemented. If a milestone has zero in its Milestone Amount field, it is excluded from the summary because it is assumed that the revenue will come from the resource bill rates. Alternatively, if a milestone contains a value above zero in its Milestone Amount field, it is assumed that it is a fixed price milestone representing the revenue, and that the corresponding resource requests and assignments contain a zero bill rate value. This avoids double counting.
• Values are calculated and displayed in the project currency. If any values listed are not in the project currency, they will be converted to the project currency using today's exchange rate before being totaled. See Setting up Currencies for more information on configuring multi-currency conversion.

Note:

The fields listed below are used by Project Cost and Revenue Summary Visualforce page and are not fields on the Project object.

All fields are read-only.

Field	Description
Bill Rate	Taken from the Bill Rate field on an assignment, or 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 Bill Rate field is blank on an assignment, or the Requested Bill Rate Number field on a resource request is blank, a hyphen is displayed. If Bill Rate is Daily Rate is set to true on an assignment, the bill rate per hour is calculated and displayed. If, however, Use Scheduled Days for Calculations is set to true in the Assignment Settings custom setting, the bill rate per day is displayed. The bill rate value in the Totals row shows the average bill rate (Total Estimated Revenue divided by Total Hours), provided Use Scheduled Days for Calculations is set to false in the Assignment Settings custom setting. Note: If a resource request is linked to an assignment, the bill rate values are taken from the assignment only and bill rate values on the linked resource request are ignored.
Cost Rate	Taken from the Cost Rate field on an assignment, or 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 set to false on a resource, the Default Cost Rate is used. If, however, Default Cost Rate is Daily Rate is set to true 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. For assignments, if Cost Rate is Daily Rate is set to true, the cost rate per hour is calculated and displayed. If, however, Use Scheduled Days for Calculations is set to true in the Assignment Settings custom setting, the cost rate per day is displayed. The cost rate value in the Totals row shows the average cost rate (Total Estimated Cost divided by Total Hours), provided Use Scheduled Days for Calculations is set to true in the Assignment Settings custom setting. Note: If a resource request is linked to an assignment, the cost rate values are taken from the assignment only and cost rate values on the linked resource request are ignored.
Estimated Cost	If the cost rate is per hour, the value is Total Hours multiplied by Cost Rate, broken down by role. If the cost rate is per day, the value is Total Days multiplied by Cost Rate, broken down by role.
Estimated Margin %	Total Estimated Margin divided by the Total Estimated Revenue, expressed as a percentage.
Estimated Revenue	If the bill rate is per hour, the value is Total Hours multiplied by Bill Rate, broken down by role. If the bill rate is per day, the value is Total Days multiplied by Bill Rate, broken down by role.
Milestone Amount	Taken from the Milestone Amount value recorded on the corresponding milestone record.
Milestone Cost	Taken from the Milestone Cost value recorded on the corresponding milestone record. A Milestone Cost value is not displayed if Log Milestone Cost As External is false on the milestone record.
Milestone Name	Taken from the Milestone Name field on the corresponding milestone record.
Resource Role	Lists the roles that appear on all relevant assignments and resource requests. If multiple assignments and resource requests are recorded for a single role, the values for Total Hours, Estimated Cost, and Estimated Revenue are totaled and displayed on one line, provided the following are the same: Cost Rate Bill Rate Cost Rate unit of measurement (per hour/per day) Bill Rate unit of measurement (per hour/per day) Currency
Target Date	Taken from the Target Date value recorded on the corresponding milestone record.
Total Estimated Cost	The sum of the values in the Estimated Cost column plus the sum of the values in the Milestone Cost column.
Total Estimated Margin	Total Estimated Revenue minus the Total Estimated Cost.
Total Estimated Revenue	The sum of the values in the Estimated Revenue column plus the sum of the values in the Milestone Amount column.
Total Assigned Days	Total number of days recorded on the relevant assignments when Use Scheduled Days for Calculations is set to true in the Assignment Settings custom setting. This value only includes the days from assignments and not from resource requests.
Total Hours Per Role	The combined hours of resources for specific roles, calculated from the following fields: Requested Hours field on resource requests. Scheduled Hours field on assignments.
Total Hours/Days	This column is only displayed if Use Scheduled Days for Calculations is set to true in the Assignment Settings custom setting. The values in this column are broken down by role and are taken from the following fields: Scheduled Hours field on the relevant assignments Scheduled Days fields on the relevant assignments Requested Hours field on the relevant resource requests

Project Assignments Breakdown

The Project Assignments Breakdown grid is usually displayed on the Resources tab of a project record, although an administrator can configure it to be displayed elsewhere on the page. The grid is part of the Project Assignments Breakdown component.

For information about the grid, see Project Assignments Breakdown Fields.

Project Team Schedule

The Project Team Schedule is usually displayed on the Resources tab of a project record, although an administrator can configure it to be displayed elsewhere on the page.

For information on the fields available on the Project Team Schedule, see Project Team Schedule Lightning Component Fields

Project Budgets

The Project Budgets grid is usually displayed on the Financials tab of a project record, although an administrator can configure it to be displayed elsewhere on the page.

For information about the grid, see Project Budgets Fields.

Integration Hub

The following fields are available for Integration Hub Connector: Concur - PSA and Integration Hub Connector: Jira - PSA.

Integration Hub Connector: Concur - PSA

The following field is available if you are using the Integration Hub Connector: Concur - PSA.

Key: R – Read-only

Field		Description
Send to Third-Party Expenses Application	R	Formula field that indicates if the project is eligible for syncing with a third-party expenses application, for example, with Concur. Automatically selected if the Active field is selected and the Closed For Expense Entry field is not selected.

Integration Hub Connector: Jira - PSA

The following fields are available if you are using the Integration Hub Connector: Jira - PSA.

Key: * – Mandatory field R – Read-only

Field		Description
Sync with Jira		Determines if the project is eligible for syncing with Jira.
Jira Correlation ID		Unique identifier of the project in Jira. Automatically populated after the project is synced with Jira. Note: You must not edit this field unless you are manually correlating the project with an existing Jira project or issue.
Jira Project	*	Key of the Jira project this project will be created as an issue in. Notes: You must manually add the keys of your Jira projects to this picklist field. Only applicable if you are syncing PSA projects with Jira issues.
Jira Project Key	*	Unique key of the project in Jira used to prefix issues. Note: Only applicable if you are syncing PSA projects with Jira projects.
Jira Project Type	*	Project type in Jira. The following values are available: "Software" - the project is created in Jira using the Basic software development template. "Business" - the project is created in Jira using the Task management template. Notes: After a project is created in Jira, its type cannot be changed from PSA. If you need to change the project type, you must do so manually in both applications. Only applicable if you are syncing PSA projects with Jira projects.
Jira Project URL	R	Hyperlink to the related project in Jira. Note: Only applicable if you are syncing PSA projects with Jira projects.

Accounting Connector

If PSA – Accounting Connector is installed in your org, additional fields are available on the Project object. For more information, see Project Fields.

Optional Related Lists

• Assignments
• Billing Event Calculations
• Billing Event Items
• Budgets
• Expenses
• Expense Limits/Rates
• Expenses Reports
• Immediate Sub-Projects
• Master Project for Sub-Projects
• Milestones
• Miscellaneous Adjustments
• Permission Controls
• Primary Project for Opportunities
• Project Actuals
• Project Sources
• Project Variance Batch Log
• Resource Requests
• Revenue Forecasts
• Revenue Forecast Batch Logs
• Timecards
• Timecard Splits
• Transaction Log (administrator only)

Buttons

Button and Actions	Description
Apply Rate Card Discount	Enables you to apply a rate card discount to project resource requests that have not been assigned or held.
Create Change Request	Displays the Create Change Request page, which you can use to create a new change request opportunity from the project.
Create Version	Enables you to create a new project version.
Generate Resource Requests	Displays the Generate Resource Requests from Project Task Assignments page.
Manage Project Tasks / Project Gantt	Displays the PSA Task Management page where you can manage project tasks.
Project Planner	Displays the Project Planner.
Run Revenue Forecast	Enables you to run a revenue forecast for this project.
Share Project	Displays the Share Project page where you can share related objects such as milestones with resources assigned to the project.