Project 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.

Fields Retrieved from the Project Actuals Converted Object
Field Label Field API Name Description
Billings pse__ Billings__c Populates the Billings Value field in the resulting dataset.
Currency ISO Code CurrencyIsoCode Populates the Project Currency ISO Code field in the resulting dataset.
End Date pse__End_Date__c Populates the Time Period End Date field in the resulting dataset.
Expense Costs pse__Expense_Costs__c Populates the Expense Costs field in the resulting dataset.
External Costs pse__External_Costs__c Populates the External Costs field in the resulting dataset.
Internal Costs pse__Internal_Costs__c Populates the Internal Costs field in the resulting dataset.
Other Costs pse__Other_Costs__c Populates the Other Costs field in the resulting dataset.
Pass-Through Billings pse__Pass_Through_Billings__c Populates the Pass Through Billings Value field in the resulting dataset.
pse__Project_Manager__c Populates the Project Manager Name field in the resulting dataset.
Start Date pse__Start_Date__c Populates the Time Period Start Date field in the resulting dataset.
Time Period Type pse__Time_Period_Type__c Populates the Time Period Type field in the resulting dataset.
Total Costs pse__Total_Costs__c Populates the Total Costs field in the resulting dataset.
Project pse__Project__c The Name, Is Billable, and Project Manager ID fields from the associated project record, and Salesforce User and Name fields from the contact record for the project manager associated with the project, populate the related fields in the resulting dataset.