Region, Practice, and Group Fields
Here is a description of the fields on a 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., or group A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. record.
Key: M – Fields are removed from the default layout in Summer 2023. However, you can add them manually, if required.
| Field | Description | |
|---|---|---|
| Default Work Calendar | Default work calendar to use when working with resource schedules. | |
| Exclude from Utilization | M | Indicates whether data in an RPG and any sub-RPGs are excluded from utilization calculations when a calculation is run on a parent of the RPG. For example, resources in a practice and any sub-practices are excluded from utilization calculations when a calculation is run on a parent of the practice. Include Sublevels must also be selected. |
| Include In Forecasting | Indicates whether this RPG's planned and actual numbers are to be included when forecasting for an RPG above it in the hierarchy. | |
| Region/Practice/Group Name | Name of the RPG. | |
| Region/Practice/Group Owner | Person in the RPG responsible for its management. |
Current Period Plan
| Field | Description | |
|---|---|---|
| Planned Bookings | Fields that you can use to compare against actuals Totals for a given time period.. |
|
| Planned Internal Costs | ||
| Planned Billings | ||
| Planned External Costs | ||
| Planned Margin | ||
| Planned Utilization | ||
| Plan: Last Update Date | Date on which the Current Period Plan fields were last updated. | |
| Plan: Last Updated By | Name of the user who made the last change to the Current Period Plan fields. |
Selected Time Period
To determine which actuals to display.
| Field | Description | |
|---|---|---|
| Action: Update Current Time Period | Indicates whether RPG numbers are to be updated within 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. when you save the RPG. |
|
| Current Time Period | Time period for which RPG numbers are calculated and displayed. | |
| Current Time Period End Date | Last day of the current time period set on the RPG. |
Actuals
Calculated actual values at a given point in time, based on selected time period, for the RPG.
Revenue Actuals
Key: R – Read-only
| Field | Description | |
|---|---|---|
| Billed | R | Sum of billed amounts. Timecards; expenses, if billable, contribute to billed revenue after they are billed/invoiced; milestones contribute to billed and invoiced revenue after they are billed/invoiced. |
| Billings | R | Sum of ready-to-bill revenue from timecards, milestones, and miscellaneous adjustments. |
| Bookings | R | Booked revenue for the RPG. Budgets of type Customer PO and Customer PO Change Order contribute to bookings. |
| Expense Budget | R | Sum of expense budgets for the region, practice or group. 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 | R | Sum of internal budgets for the region, practice or group. The Amount field of a budget contributes to this field if the budget is of type: Internal Budget or Internal Budget Change Request. |
| Invoiced | R | Sum of invoiced amounts. Expenses, if billable, contribute to this field after they are billed/invoiced; milestones contribute to this field after they are billed/invoiced. |
| Pass-Through Billing | R | Sum of pass-through billings. Expenses, if billable, contribute to pass-through billings. |
| Pre-Billed | Amount already billed for the project. | |
| Revenue | R | 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. of type "ready to bill revenue" to show revenue on the RPG actuals. |
NRV Revenue Actuals
Non-Rolled Up Value (NRV) actuals fields enable you to view the source of the rolled-up actuals fields.
| Field | Description | |
|---|---|---|
| NRV Billed | Non-rolled up value (NRV) of the amounts marked as billed. Derived from this project alone, separate from child project roll ups. | |
| NRV 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. | |
| NRV 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. | |
| NRV Expense Budget | Non-rolled up value (NRV) of expense budget amounts. Derived from this project alone, separate from child project roll ups. | |
| NRV 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. | |
| NRV Invoiced | Non-rolled up value (NRV) of the invoiced amounts. Derived from this project alone, separate from child project roll ups. | |
| NRV 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. | |
| NRV 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. | |
| NRV 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. | |
| NRV Revenue | Non-rolled up value (NRV) of miscellaneous adjustment revenue amounts. Derived from this project alone, separate from child project roll ups. |
Cost Actuals
Key: R – Read-only
| Field | Description | |
|---|---|---|
| Expense Costs | Sum of expenses. Expenses always contribute to expense costs, whether they are billable or not. | |
| External Costs | Sum of external costs. External resource cost multiplied by billable or non-billable timecard A mechanism for logging time against a project or an assignment. hours. Milestones may contribute to the flat external cost when there is a value in the "External Cost" field, and the "Log Cost as External" checkbox is checked. For example, when you count subcontractor fees as a flat cost amount that helped you reach the milestone A fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. and achieve the billings. |
|
| Internal Costs | Internal costs for the RPG Abbreviation of region, practice, group.. Internal resource cost multiplied by timecard hours, whether billable or not. |
|
| Other Costs | Any other RPG costs from projects. For example, any other miscellaneous costs such as material costs. 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 RPG (internal, external, expense and other costs from each project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. in the RPG hierarchy). |
NRV Cost Actuals
Non-Rolled Up Value (NRV) actuals fields enable you to view the source of the rolled-up actuals fields.
| Field | Description | |
|---|---|---|
| NRV Internal Costs | Non-rolled up value (NRV) of costs from internal resources. Derived from this project alone, separate from child project roll ups. | |
| NRV External Costs | Non-rolled up value (NRV) of costs from external resources. Derived from this project alone, separate from child project roll ups. | |
| NRV Expense Costs | Non-rolled up value (NRV) of costs associated with expenses. Derived from this project alone, separate from child project roll ups. | |
| NRV Other Costs | Non-rolled up value (NRV) of miscellaneous adjustment other cost amounts. Derived from this project alone, separate from child project roll ups. | |
| NRV 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. |
Margin
Key: R – Read-only
| Field | Description | |
|---|---|---|
| Margin | Billings minus total costs (internal, external, expense A record of expenses incurred by resources assigned to a project or opportunity. and other costs from each project in the RPG hierarchy). |
|
| NRV 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. |
Miscellaneous Adjustments
Miscellaneous adjustments may contribute to any bucket since the category of the amount is up to the user. If the category is Ready-To-Bill or Pass-through-Ready-to-Bill, then they may also contribute to billed and invoiced revenue after they are billed or invoiced.
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. |
Time Actuals
These fields are calculated by the system and represent actual values at a given point in time, based on selected 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..
Key: R – Read-only
| Field | Description | |
|---|---|---|
| Billable Hours (External) | R | Hours from RPG Abbreviation of region, practice, group. project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. timecards marked as billable for external resources. For example, a contractor contributing to billable customer work. Not included in utilization calculation. |
| Billable Hours (Internal) | R | Hours from RPG project timecards marked billable for internal resources; counted towards numerator of utilization calculation. |
| Credited Hours | R | Hours from RPG timecards where the project has "Time Credited" checked, indicating hours for this project will count towards numerator of the utilization calculation. |
| Excluded Hours | R | Hours from RPG timecards where the project has "Time Excluded" checked, indicating hours for this project (optionally via configuration) be subtracted from denominator of the utilization calculation. |
| Non-Billable Hours (External) | R | Hours from RPG project timecards marked as non-billable for external resources. For example, a contractor working on a project with an internal budget. Not included in the utilization calculation. |
| Non-Billable Hours (Internal) | R | Hours from RPG project timecards marked non-billable for internal resources; not included in utilization calculation. |
NRV Time Actuals
Non-Rolled Up Value (NRV) actuals fields enable you to view the source of the rolled-up actuals fields.
| Field | Description | |
|---|---|---|
| NRV Billable Hours (External) | R | Non-rolled up value (NRV) of billable timecard hours from external resources. Derived from this project alone, separate from child project roll ups. |
| NRV Billable Hours (Internal) | R | Non-rolled up value (NRV) of billable timecard hours from internal resources. Derived from this project alone, separate from child project roll ups. |
| NRV Credited Hours | R |
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. |
| NRV Excluded Hours | R | 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. |
| NRV Non-Billable Hours (External) | R | Non-rolled up value (NRV) of Non-Billable timecard hours from external resources. Derived from this project alone, separate from child project roll ups. |
| NRV Non-Billable Hours (Internal) | R | Non-rolled up value (NRV) of Non-Billable timecard hours from internal resources. Derived from this project alone, separate from child project roll ups. |
Utilization
Key: M – Fields are removed from the default layout in Summer 2023. However, you can add them manually, if required.
Backlog
Region/Practice/Group Hierarchy
| Field | Description |
|---|---|
| Parent Region/Practice/Group | RPG parent. The next level up in the hierarchy. |
| Region/Practice/Group Name Chain | System-generated chain for linking to the RPG. |
| Headquarters Region/Global Practice/Top Group | Highest RPG in the chain. |
| Region/Practice/Group ID Chain | System-generated chain for linking to the RPG. |
| Reversed Region/Practice/Group ID Chain | System-generated reversed chain for linking to the RPG. |
| Hierarchy Depth | Level down in the hierarchy of this RPG. |
| Custom Links | Any custom links your organization may have added. |
Accounting Connector
If PSA – Accounting Connector is installed in your org, additional fields are available on the Region, Practice, and Group objects. For more information, see Region, Practice, and Group Fields.
Optional Related Lists
- Immediate Sub-Regions, Practices or Groups
- Opportunities
- Resource Requests
- Projects
- Resources
- Billing Forecast Calculations
- Headquarters Region, Global Practice or Top Group
- Billing Event Batches
- Permission Controls
- Rate Cards
- Skill or Certification Zones
- Expense Limits / Rates
- Billing Event Calculations
Lightning Actions
You can add the following Lightning actions to the standard Region, Practice, and Group object page layouts.
Key: M – Action is removed from the default layout in Summer 2023. However, you can add it manually, if required.
| Action |
|
Description |
|---|---|---|
|
Calculate Backlog |
Calculate backlog for the region, practice, or group. | |
| Calculate Missing Timecards | Calculate missing timecards for the region, practice, or group. | |
| Calculate Time Variance | Calculate time variance for the region, practice, or group. | |
| Calculate Utilization | M | Calculate utilization for the region, practice, or group. |