Billings Dataset PS Cloud Analytics Output Fields

The Billings dataset includes fields from the Est Vs Actuals, Milestones, Expenses, Miscellaneous Adjustments, Budgets, and Timecards objects in PSA, as well as other associated objects.

Note: Project currency value for the Billings dataset does not support Advanced Currency Management even if it is enabled. Any value that is not in corporate currency is converted using static conversion rates. This applies to the following fields:
  • Billings Value (Project Currency)
  • Actual Bill Rate Billings Value (Project Currency)
  • Scheduled Bill Rate Billings Value (Project Currency)

Key: G — Generic fields; C — Calculated fields; D — Drillable fields; H — Hidden fields

Billings Fields

Field Type

Field Label

Field API Name

Field API Name

 

Description
Measure Actual Bill Rate Billings Value (Project Currency) ValueActualBillRateBillingsProjectCurrency C For records with the type timecard, milestone, or miscellaneous adjustment. If the subtype is "Actual", this field takes the value of the ValueBillingsProjectCurrency field. If the subtype is not "Actual", the value is zero.
Actual Bill Rate Billings Value ValueActualBillRateBillings C For records with the type timecard, milestone, or miscellaneous adjustment. If the subtype is "Actual", this field takes the value of the ValueBillings field. If the subtype is not "Actual", the value is zero.
Actual Bill Rate Total Days ValueActualBillRateTotalDays C For records with the type timecard. If the subtype is "Actual", this field takes the value of the ValueTotalDays field. If the subtype is not "Actual", the value is zero.
Actual Bill Rate Total Hours ValueActualBillRateTotalHours C For records with the type timecard. If the subtype is "Actual", this field takes the value of the ValueTotalHours field. If the subtype is not "Actual", the value is zero.
Billings Value (Project Currency) ValueBillingsProjectCurrency   Billing amount, converted to the project currency using the static rate from Manage Currencies in the PSA org setup. For more information, see ValueBillings in Billings Flow Intermediate Processing.
Billings Value ValueBillings  

Billing amount, converted to the corporate currency using the Project Exchange Rate field. For more information, see ValueBillings in Billings Flow Intermediate Processing.
Project Account Annual Revenue ValueProjectAccountAnnualRevenue   Estimated annual revenue of the account associated with the project.
Project Account Number Of Employees ValueProjectAccountNumberOfEmployees   Number of employees working at the company represented by the account associated with the project.
Project Billed Amount ValueProjectBilled   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.
Project Exchange Rate ValueProjectExchangeRate   Transaction exchange rate of the currency for the project to that the billing belongs to.
Project Expense Budget ValueProjectExpenseBudget   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 Order, Internal Budget or Internal Budget Change Request.
Project Expense Costs ValueProjectExpenseCosts   Sum of approved expenses in expense reports, whether billable or not.
Project External Costs ValueProjectExternalCosts   Sum of external costs, whether billable or not.
Project Internal Budget ValueProjectInternalBudget   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.
Project Internal Costs ValueProjectInternalCosts   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
Project Internal Time Cost ValueProjectInternalTimeCost   Sum of the aggregated cost calculation for internal resources in scheduled project backlog.
Project Invoiced Amount ValueProjectInvoiced   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.
Project Margin Amount ValueProjectMargin   Billing amount minus total costs.
Project Other Costs ValueProjectOtherCosts   Any other project costs, such as material or capital costs incurred on the project.
Project Pass-Through Billings ValueProjectPassThroughBillings   Sum of pass-through billings, including expenses.
Project Percent Hours Complete ValueProjectPercentHoursComplete  

Percentage of hours already completed on the project. Calculated as follows:

(Total Submitted Hours / Estimated Hours at Completion) * by 100.
Project Revenue ValueProjectRevenue   Revenue is not calculated or rolled up. A miscellaneous adjustment is used to show revenue on the project actuals.
Project Scheduled Hours Remaining ValueProjectScheduledHoursRemaining   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.
Project Tasks Total Percent Complete (Percent) ValueProjectTasksTotalPercentCompletePoints   Percentage of project tasks that are complete, based on task points.
Project Tasks Total Points Complete ValueProjectTasksTotalPointsComplete   Total points for all completed project tasks.
Project Tasks Total Points ValueProjectTasksTotalPoints   Total points for all project tasks.
Project Total Assigned Hours ValueProjectTotalAssignedHours   Total number of hours from project assignments.
Project Total Costs ValueProjectTotalCosts   Total costs from all projects in the project hierarchy.
Project Total Number of Tasks ValueProjectTotalNumberOfTasks   Total number of project tasks.
Project Total Submitted Hours ValueProjectTotalSubmittedHours   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.
Project Unscheduled Backlog ValueProjectUnscheduledBacklog   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.
Scheduled Bill Rate Billings Value (Project Currency) ValueScheduledBillRateBillingsProjectCurrency C For records with the type est vs. actuals or milestone. If the subtype is "Scheduled", this field takes the value of the ValueBillingsProjectCurrency field. If the subtype is not "Scheduled", the value is zero.
Scheduled Bill Rate Billings Value ValueScheduledBillRateBillings C For records with the type est vs. actuals or milestone. If the subtype is "Scheduled", this field takes the value of the ValueBillings field. If the subtype is not "Scheduled", the value is zero.
Scheduled Bill Rate Total Days ValueScheduledBillRateTotalDays C For records with the type est vs. actuals. If the subtype is "Scheduled", this field takes the value of the ValueTotalDays field. If the subtype is not "Scheduled", the value is zero.
Scheduled Bill Rate Total Hours ValueScheduledBillRateTotalHours C For records with the type est vs. actuals. If the subtype is "Scheduled", this field takes the value of the ValueTotalHours field. If the subtype is not "Scheduled", the value is zero.
Total Billable Days ValueTotalBillableDays C

Total billable days for a record.
Total Billable Hours ValueTotalBillableHours C Total billable hours for a record.
Total Days ValueTotalDays   Value for Total Days Worked in PSA.
Total Hours ValueTotalHours   Value for Total Hours in PSA.
Date Billing Date BillingDate  

Billing date, which varies depending on the record type, as follows:

  • For Timecards, the billing date is the timecard split bill date field.
  • For Expenses, the billing date is the bill date field.
  • For Misc. Adjustments, the billing date is the bill date field.
  • For Milestones, the billing date is the bill date field.
  • For Estimates Vs. Actuals, the billing date is the end date field.
End Date EndDate  

End date, which varies depending on the record type, as follows:

  • For Timecards, the end date is the timecard split end date field.
  • For Expenses, the end date is the expense date field.
  • For Misc. Adjustments, the end date is the effective date field.
  • For Milestones, if the subtype is actual the end date is the actual date field. If the subtype is scheduled the end date is the target date field.
  • For Estimates Vs. Actuals, the end date is the end date field.
Project End Date ProjectEndDate   End date of the associated project.
Project Start Date ProjectStartDate   Start date of the associated project.
Project Time Period End Date ProjectTimePeriodEndDate   End date for the time period of the associated project.
Project Time Period Start Date ProjectTimePeriodEndDate   Start date for the time period of the associated project.
Resource Last Date ResourceLastDate   Last date of the associated resource.
Resource Start Date ResourceStartDate   Start date of the associated resource.
Time Period End Date TimePeriodEndDate   End date of the associated time period.
Time Period Start Date TimePeriodStartDate   Start date of the associated time period.
Dimension Currency ISO Code CurrencyIsoCode   The integration user's default currency ISO code. This field identifies the currency ISO code that is displayed in the PS Cloud Analytics dashboards. See the Salesforce Help for more information about user currencies.
Description Description   Description of the Expense, Misc. Adjustment or Milestone object from which it is derived.
HasFirstLevelProject HasFirstLevelProject H  
Is Resource Active IsResourceActive   Indicates whether this is an active resource that can be assigned to projects. See Resource fields in the PSA Help.
Is Resource IsResource   Indicates whether this contact is a PSA resource. See Resource fields in the PSA Help.
KPI Subcategory Subcategory H  
Master Project ID ProjectMasterProjectId G Identifier of the highest project in the hierarchy.
Master Project Name ProjectMasterProjectName G Name of the highest project in the hierarchy.
Name Name   Name of the Timecard, Expense, Misc. Adjustment, Milestone or Estimates Vs. Actuals object from which it is derived.
Parent Project ID ProjectParentProjectId G Identifier of the project in the next level up in the project hierarchy.
Parent Project Name ProjectParentProjectName D, G Name of the project in the next level up in the project hierarchy.
Project Account Billing Country ProjectAccountBillingCountry G Billing country of the account associated with the project.
Project Account ID ProjectAccountId   Identifier of the account associated with the project.
Project Account Industry ProjectAccountIndustry G The industry specified for the account related to the opportunity associated with the project.
Project Account Name ProjectAccountName G, D Name of the account associated with the project.
Project Account Type ProjectAccountType G Type of account associated with the project.
Project Allow Expenses Without Assignment ProjectAllowExpensesWithoutAssignment G Enables the entry of timecards and expenses without the resource requiring an assignment.
Project Allow Self-Staffing ProjectAllowSelfStaffing G Indicates whether resources have permission to create their own assignments for the project. This overrides the staffing permission controls for the project or resource.
Project Allow Timecards Without Assignment ProjectAllowTimecardsWithoutAssignment G Enables the entry of timecards and expenses without the resource requiring an assignment.
ProjectBurnupKPIType ProjectBurnupKPIType H  
Project Closed For Expense Entry ProjectClosedForExpenseEntry G Indicates whether this project is closed for expense entry.
Project Closed For Time Entry ProjectClosedForTimeEntry G Indicates whether this project is closed for timecard entry.
Project Company ID ProjectCompanyId G Identifier of the company associated with the project.
Project Company Name ProjectCompanyName G Name of the company associated with the project.
Project Currency ISO Code ProjectCurrencyIsoCode  

When working with multiple currencies, allows you to choose a currency to report the project figures when different from the default currency for your Salesforce org.
Project Display ID ProjectDisplayId G Unique "PR-{000000}" field displayed on a Project record.
Project Financial Status ProjectFinancialStatus G Indicates the current financial status of a project.
Project Group ID Chain ProjectGroupIdChain   System-generated chain for linking to the project group.
Project Group ID ProjectGroupId G Identifier of the group associated with the project.
Project Group Level XX ProjectGroupNameXX   RPG level of the group associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group associated with the project.
Project Group Name ProjectGroupNameChain   Concatenation between the RPG levels of the group associated with the project.
Project ID ProjectId   Identifier of the project associated with the Est Vs Actuals.
Project Is Template ProjectIsTemplate G Identifies if the project is a template.
Project Location ProjectLocation G Location of the project.
Project Manager ID ProjectManagerId G Identifier of the manager record assigned to the project.
Project Manager Name ProjectManagerName D, G Name of the manager assigned to the project.
Project Name ProjectName D, G Name of the project.
Project Phase ProjectPhase G Current phase of the project.
Project Practice ID Chain ProjectPracticeIdChain   System-generated chain for linking to the project practice.
Project Practice ID ProjectPracticeId G Identifier of the practice associated with the project.
Project Practice Level XX ProjectPracticeNameXX   RPG level of the practice associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice associated with the project.
Project Practice Name ProjectPracticeNameChain   Concatenation between the RPG levels of the practice associated with the project.
Project Pre-Bill Type ProjectPreBillType G 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 Recognition Method ProjectRecognitionMethod G Recognition method to apply to this record for Revenue Forecasting.
Project Region ID Chain ProjectRegionIdChain   System-generated chain for linking to the project region.
Project Region ID ProjectRegionId G Identifier of the region associated with the project.
Project Region Level XX ProjectRegionNameXX   RPG level of the region associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region associated with the project.
Project Region Name ProjectRegionNameChain   Concatenation between the RPG levels of the region associated with the project.
Project Schedule Status ProjectScheduleStatus G Indicates whether the project is on schedule.
Project Scope Status ProjectScopeStatus G Indicates the current scope status of the project.
Project Status ProjectStatus G Status of the project.
Project Time Credited ProjectTimeCredited G Indicates whether non-billable time are to be credited for utilization.
Project Time Excluded ProjectTimeExcluded G Indicates whether non-billable time counts for or against utilization.
Project Time Period Name ProjectTimePeriodName G Name of the time period associated with the project.
Project Time Period Type ProjectTimePeriodType G Type of the time period associated with the project.
Project Type ProjectType G Type of project.
ProjectGroupNameChainAsc ProjectGroupNameChainAsc G System-generated chain for linking to the group associated with the project, formatted in ascending hierarchical order.
ProjectPracticeNameChainAsc ProjectPracticeNameChainAsc G System-generated chain for linking to the practice associated with the project, formatted in ascending hierarchical order.
ProjectRegionNameChainAsc ProjectRegionNameChainAsc G System-generated chain for linking to the region associated with the project, formatted in ascending hierarchical order.
Record ID RecordId G Identifier of the record.
Resource Department ResourceDepartment   Department the resource belongs to.
Resource External ResourceExternal   System-generated chain for linking to the group.
Resource Group ID Chain ResourceGroupIdChain   Lookup to the group associated with the resource.
Resource Group ID ResourceGroupId   Identifier of the group associated with the contact.
Resource Group Level XX ResourceGroupName01   RPG level of the group associated with the contact, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group associated with the contact.
Resource Group Name ResourceGroupNameChain   Concatenation between the RPG levels of the group associated with the contact.
Resource ID ResourceId   Identifier of the contact associated with the Est Vs Actuals.
Resource Mailing City ResourceMailingCity   Mailing city associated with the resource. See Resource fields in the PSA Help.
Resource Mailing Country ResourceMailingCountry   Mailing city country associated with the resource. See Resource fields in the PSA Help.
Resource Mailing State ResourceMailingState D, G Mailing city state or province associated with the resource. See Resource fields in the PSA Help.
Resource Name ResourceName   Name of the resource.
Resource Practice ID Chain ResourcePracticeIdChain   System-generated chain for linking to the practice.
Resource Practice ID ResourcePracticeId   Identifier of the practice associated with the contact.
Resource Practice Level XX ResourcePracticeNameXX   RPG level of the practice associated with the contact, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice associated with the contact.
Resource Practice Name ResourcePracticeNameChain   Concatenation between the RPG levels of the practice associated with the contact.
Resource Region ID Chain ResourceRegionIdChain   System-generated chain for linking to the region.
Resource Region ID ResourceRegionId   Identifier of the region associated with the contact.
Resource Region Level XX ResourceRegionNameXX   RPG level of the region associated with the contact, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region associated with the contact.
Resource Region Name ResourceRegionNameChain   Concatenation between the RPG levels of the region associated with the contact.
Resource Role ResourceRole   Role assigned to the resource.
Resource Work Calendar ResourceWorkCalendar   Identifier of the resource's work calendar.
Salesforce Resource User ID ResourceSalesforceUserId   Identifier of the Salesforce User contact.
Salesforce Resource User Photo URL ResourceSalesforceUserPhotoUrl   URL of the Salesforce User contact photo.
Salesforce Resource Username ResourceSalesforceUserName   Name of the Salesforce User contact.
Subtype Subtype  

Depending on the base object this field can be:

  • An indicator of whether a Billings related record is Actual or Scheduled.
  • The type of Budget. Available types of Budget are: Customer Purchase Order, Vendor Purchase Order, Work Order, Customer Purchase Order Change Request, Vendor Purchase Order Change Request, and Work Order Change Request.
Time Period Name TimePeriodName   Name of the time period.
Time Period Type TimePeriodType  

Calendar unit of the time period for the utilization detail record, such as:

  • Month
  • Perpetual
  • Quarter
  • Week
  • Year
Type Type   Type of billing. It varies in function of the record type, Time for Est Vs Actuals records and Timecard records, and Milestone for Milestones records.
Hidden pse__Project__c.pse__Proj_Share.UserOrGroupId   H Associated with the security predicate implementation.
pse__Project__c.StandardUserType   H Associated with the security predicate implementation.