Available to Bill Selection Criteria

The Project Reporting dataset includes the Available to Bill field for the following business records:

  • Expenses
  • Milestones
  • Miscellaneous Adjustments
  • Timecards

When using the PSA Project Billings dashboard, the following criteria determine when Available to Bill is true for the different business records. A business record is only included in the dashboard's data if its Available to Bill field is true.

Milestone:
pse__Include_In_Financials__c = true
pse__Billed__c = false
pse__Exclude_from_Billing__c = false
pse__Invoiced__c = false
Proj__c is populated
pse__Project__r.pse__Account__c is populated
pse__Project__r.pse__Exclude_From_Billing__c = false

Timecard:
pse__Include_In_Financials__c = true
pse__Billed__c = false
pse__Billable__c = true
pse__Exclude_from_Billing__c = false
pse__Invoiced__c = false
Proj__c is populated
pse__Project__r.pse__Account__c is populated
pse__Project__r.pse__Exclude_From_Billing__c = false

Expense:
pse__Include_In_Financials__c = true
pse__Billed__c = false
pse__Billable__c = true
pse__Exclude_from_Billing__c = false
pse__Invoiced__c = false
Proj___c is populated
pse__Project__r.pse__Account__c is populated
pse__Project__r.pse__Exclude_From_Billing__c = false

Miscellaneous Adjustments:
pse__Include_In_Financials__c = true
pse__Billed__c = false
pse__Exclude_from_Billing__c = false
pse__Invoiced__c = false
Proj___c is populated
pse__Project__r.pse__Account__c is populated
pse__Project__r.pse__Exclude_From_Billing__c = false