SECTIONSUtilization Dataset PS Cloud Analytics Output Fields
Professional Services Cloud
The Utilization dataset stores fields associated with the Utilization object in PSA and its related records as well as other associated objects. The fields are:
| Field Type | Field Label | Field API Name | Description |
|---|---|---|---|
| Measures | Actual Hours | ValueActualHours | The number of actual hours. See Utilization Flow Intermediate Processing. |
| Billable Hours | ValueBillableHours | The number of billable hours. See Utilization Flow Intermediate Processing. | |
| Calendar Hours | ValueCalendarHours | The number of calendar hours. See Utilization Flow Intermediate Processing. | |
| Credited Hours | ValueCreditedHours | The number of credited hours. See Utilization Flow Intermediate Processing. | |
| Excluded Hours | ValueExcludedHours | The number of excluded hours. See Utilization Flow Intermediate Processing. | |
| Historical Billable Hours | ValueHistoricalBillableHours | The number of billable hours for the historical utilization period. | |
| Historical Calendar Hours | ValueHistoricalCalendarHours | The number of working hours for the historical utilization period. | |
| Historical Credited Hours | ValueHistoricalCreditedHours | The number of historical hours to count towards the numerator of the utilization calculation. | |
| Historical Excluded Hours | ValueHistoricalExcludedHours | The number of historical hours on projects where non-billable time for internal resources is excluded from the utilization calculation. | |
| Historical Non Billable Hours | ValueHistoricalNonBillableHours | The number of non billable hours calculated from timecards before the historical utilization cut-off date. | |
| Historical Scheduled Billable Hours | ValueHistoricalScheduledBillableHours | The number of billable hours calculated from assignments that were scheduled as part of an assignment before the historical utilization cut-off date. | |
| Historical Scheduled Credited Hours | ValueHistoricalScheduledCreditedHours | The number of scheduled hours before the historical utilization cut-off date that count towards the numerator of the utilization calculation. | |
| Historical Scheduled Excluded Hours | ValueHistoricalScheduledExcludedHours | The number of hours on future assignments that occur before the historical utilization cut-off date on projects where non-billable time for internal resources is excluded from the utilization calculation. | |
| Historical Scheduled Held Hours | ValueHistoricalScheduledHeldHours | The number of historical scheduled hours from resource requests with held resources that occur before the historical utilization cut-off date. | |
| Historical Scheduled Hours | ValueHistoricalScheduledHours | The number of hours on future assignments that occur before the historical utilization cut-off date. | |
| Historical Scheduled Non Billable Hours | ValueHistoricalScheduledNonBillableHours | The number of non-billable hours on future assignments that occur before the historical utilization cut-off date. | |
| Historical Utilization Target Hours | ValueHistoricalUtilizationTargetHours | The number of target hours to be worked before the historical utilization cut-off date. | |
| Scheduled Billable Hours | ValueScheduledBillableHours | The number of billable hours for the scheduled utilization period. | |
| Scheduled Calendar Hours | ValueScheduledCalendarHours | The number of calendar hours for the scheduled utilization period. | |
| Scheduled Credited Hours | ValueScheduledCreditedHours | The number of credited hours for the scheduled utilization period. | |
| Scheduled Excluded Hours | ValueScheduledExcludedHours | The number of excluded hours for the scheduled utilization period. | |
| Scheduled Held Hours | ValueScheduledHeldHours | The number of hours from resource requests with held resources for the scheduled utilization period. | |
| Scheduled Hours | ValueScheduledHours | The total number of hours for the scheduled utilization period. See Utilization Flow Intermediate Processing. | |
| Scheduled Utilization Target Hours | ValueScheduledUtilizationTargetHours | The number of target hours to be worked during the scheduled utilization period. | |
| Target Hours | ValueUtilizationTargetHours | The scheduled and historical target utilization hours. | |
| Dimension | Group ID Chain | GroupIdChain | System-generated list of identifiers of all of the groups associated with the contact. The groups' identifiers are listed in descending hierarchical order. |
| Group ID | GroupId | System-generated identifier of the group associated with the contact. | |
| Group Level XX | GroupNameXX | The name of a group associated with the contact. XX represents a number between 00 and 12, and determines the group's level in the hierarchy of groups associated with the contact. 00 is the highest level of group. | |
| Group Name | GroupNameChain | System-generated list of names of all of the groups associated with the contact. The groups' names are listed in descending hierarchical order. | |
| Has Resource | HasResource | Indicates if a resource is associated with a record. | |
| Is Report Master | IsReportMaster | Indicates if the utilization calculation is the master calculation. | |
| Is Resource Active | IsResourceActive | Indicates if the resource can be assigned to projects. | |
| Is Resource | IsResource | Indicates if the contact is a PSA resource. | |
| Practice ID Chain | PracticeIdChain | System-generated list of identifiers of all of the practices associated with the contact. The practices' identifiers are listed in descending hierarchical order. | |
| Practice ID | PracticeId | System-generated identifier of a practice associated with the contact. | |
| Practice Level XX | PracticeNameXX | The name of a practice associated with the contact. XX represents a number between 00 and 12, and determines the practice's level in the hierarchy of practices associated with the contact. 00 is the highest level of practice. | |
| Practice Name | PracticeNameChain | System-generated list of names of all of the practices associated with the contact. The practices' names are listed in descending hierarchical order. | |
| Region ID Chain | RegionIdChain | System-generated list of identifiers of all of the regions associated with the contact. The regions' identifiers are listed in descending hierarchical order. | |
| Region ID | RegionId | System-generated identifier of the region associated with the contact. | |
| Region Level XX | RegionNameXX | The name of a region associated with the contact. XX represents a number between 00 and 12, and determines the region's level in the hierarchy of region associated with the contact. 00 is the highest level of region. | |
| Region Name | RegionNameChain | System-generated list of names of all of the regions associated with the contact. The regions' names are listed in descending hierarchical order. | |
| Region/Practice/Group Type | RPGType | Identifies if the record is associated with a region, practice, or group. | |
| Resource Department | ResourceDepartment | The department associated with the resource. | |
| Resource External | ResourceExternal | Indicates if the PSA resource is an external resource. | |
| Resource ID | ResourceId | System-generated identifier of the resource associated with the utilization record. | |
| Resource Mailing City | ResourceMailingCity | For mailing purposes, the city associated with the resource. | |
| Resource Mailing Country | ResourceMailingCountry | For mailing purposes, the country associated with the resource. | |
| Resource Mailing State | ResourceMailingState | For mailing purposes, the state associated with the resource. | |
| Resource Name | ResourceName | The name of the resource. | |
| Resource Role | ResourceRole | The role of the resource. | |
| Resource Work Calendar | ResourceWorkCalendar | The work calendar associated with the resource. | |
| Salesforce Resource User ID | ResourceSalesforceUserId | System-generated identifier of the Salesforce User contact. | |
| Salesforce Resource User Photo URL | ResourceSalesforceUserPhotoUrl | The URL of the Salesforce User contact photo. | |
| Salesforce Resource Username | ResourceSalesforceUserName | Name of the Salesforce User contact. | |
| Time Period Name | TimePeriodName | The name of the time period used in the calculation. | |
| Time Period Type | TimePeriodType | The time period type used in the calculation. | |
| Utilization Calculation ID | UtilizationCalculationId | System-generated identifier of the parent utilization calculation associated with the utilization detail record. | |
| Utilization Calculation Name | UtilizationCalculationName | The name of the parent utilization calculation associated with the utilization detail record. | |
| Date | Historical Utilization End Date | HistoricalEndDate | The end date a historical utilization period. |
| Historical Utilization Start Date | HistoricalStartDate | The start date of a historical utilization period. | |
| Resource Last Date | ResourceLastDate | The last date of employment for the resource. | |
| Resource Start Date | ResourceStartDate | The date that the resource commenced employment. | |
| Scheduled Utilization End Date | ScheduledEndDate | The end date of a scheduled utilization period. | |
| Scheduled Utilization Start Date | ScheduledStartDate | The start date of a scheduled utilization period. | |
| Time Period End Date | TimePeriodEndDate | The exact end date of the time period. | |
| Time Period Start Date | TimePeriodStartDate | The exact start date of the time period. | |
| Utilization End Date | UtilizationEndDate | The end date of a utilization period. See Utilization Flow Intermediate Processing. | |
| Utilization Start Date | UtilizationStartDate | The start date of a utilization period. See Utilization Flow Intermediate Processing. |