SECTIONSProject Margin PS Cloud Analytics Input Fields
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
The main fields retrieved from the Project Actuals Converted object in PSA are as follows.
|
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
Augmented fields complement the data imported from the base objects, giving you a better view of your data.
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 |