Billings Dataset 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 Object

This flow uses Timecards, Milestones, Estimates Vs Actuals, Expense and Expense Report, Budgets, and Miscellaneous Adjustments as base objects to retrieve PSA field information. It also uses these objects to look up to other PSA objects to complement the data necessary to generate the Billings Dataset.

Timecard

The main fields retrieved from the Timecard object in PSA are as follows.

Fields Retrieved from the Timecard Object
Field Label	Field API Name	Description
Bill Date	pse__Bill_Date__c	The bill date from the timecard split populates the Billing Date field in the resulting dataset.
Currency	CurrencyIsoCode	Joins the Conversion Rate field with theSalesforceCurrency Type object.
End Date	pse__End_Date__c	Populates the End Date field in the resulting dataset.
Name		Populates the Name field in the resulting dataset.
Project Exchange Rate	pse__Project_Exchange_Rate__c	Populates the Project Exchange Rate field in the resulting dataset.
Project ID	pse__Project__c	Populates the Project ID field in the resulting dataset with the project associated with the timecard.
Record ID		Populates the Record ID field in the resulting dataset.
Resource ID	pse__Resource__c	Populates the Resource ID field in the resulting dataset with the resource associated with the timecard.
Status	pse__Status__c
Total Billable Amount	pse__Total_Billable_Amount__c	Populates the Billings Value field in the resulting dataset.
Duplicate Total Billable Amount		We use this field to duplicate the amount for an associated timecard.
Total Days Worked	pse__Total_Days_Worked__c	Populates the Total Days field in the resulting dataset.
Total Hours	pse__Total_Hours__c	Populates the Total Hours field in the resulting dataset.

Milestone

The main fields retrieved from the Milestone object in PSA are as follows.

Fields Retrieved from the Milestone Object
Field Label	Field API Name	Description
Actual Date	pse__ Actual_Date__c	Populates the End Date field in the resulting dataset with the end date of milestones with a type of "Actual".
Approved	pse__Approved__c	The identifier and name of the milestone approver populate the Approver ID and Approver Name in the resulting dataset.
Bill Date	pse__Bill_Date__c	Populates the Billing Date field in the resulting dataset.
Billable Days In Financials	pse__Billable_Days_In_Financials__c	Populates the Total Billable Days field in the resulting dataset.
Billable Hours In Financials	pse__Billable_Hours_In_Financials__c	Populates the Total Billable Hours field in the resulting dataset.
Currency ISO Code	CurrencyIsoCode	Joins the Conversion Rate field with theSalesforceCurrency Type object.
Default Bill Rate is Daily Rate	pse_Default_Bill_Rate_is_Daily_Rate__c
Description	pse__Description__c	Populates the Description field in the resulting dataset.
Include In Financials	pse__Include_In_Financials__c	Used to populate milestone values. SeeBillings Flow Intermediate Processing.
Milestone Amount	pse__Milestone_Amount__c	Populates the Billings Value field in the resulting dataset.
Milestone Name	Name	Populates the Name field in the resulting dataset.
Project Currency Exchange Rate	pse__Project_Currency_Exchange_Rate__c	Populates the Project Exchange Rate field in the resulting dataset.
Project ID	Project__c	Populates the Project ID field in the resulting dataset with the project associated with the milestone.
Record ID		Populates the Record ID field in the resulting dataset.
Duplicate Milestone Amount		We use this field to duplicate the associated milestone amount. Any billable amounts from timecards or expenses are excluded.
Target Date	pse__Target_Date__c	Populates the End Date field in the resulting dataset with the end date of milestones with a type of "Scheduled".
Transaction ID	pse__Transaction__c	The Project Currency Exchange Rate in the transaction populates the Project Exchange Rate in the resulting dataset.

Estimates Vs Actuals

The main fields retrieved from the Estimates Vs Actuals object in PSA are as follows.

Fields Retrieved from the Estimates Vs Actuals Object
Field Label	Field API Name	Description
Assignment	pse__Assignment__c
Currency ISO Code	CurrencyIsoCode	Joins the Conversion Rate field with theSalesforceCurrency Type object.
End Date	pse__End_Date__c	Populates the End Date field in the resulting dataset.
Estimated Days	pse__Estimated_Days__c	Populates the Total Days field in the resulting dataset.
Estimated Hours	pse__Estimated_Hours__c	Populates the Total Hours field in the resulting dataset.
Est Vs Actuals Name	Name	Populates the Name field in the resulting dataset.
Project Currency Exchange Rate	pse__Project_Currency_Exchange_Rate__c	Populates the Project Exchange Rate field in the resulting dataset.
Project ID	pse__Project__c	Populates the Project ID field in the resulting dataset with the project associated with the EvA.
Record ID		Populates the Record ID field in the resulting dataset.
Resource ID	pse__Resource__c	Populates the Resource ID field in the resulting dataset with the resource associated with the EvA.
Scheduled Bill Rate	pse__Scheduled_Bill_Rate__c	Populates the Scheduled Bill Rate Billings Value field in the resulting dataset.
Scheduled Bill Rate is Daily Rate	pse__Scheduled_Bill_Rate_is_Daily_Rate__c	Used to calculate EvA values. SeeBillings Flow Intermediate Processing.
Time Period ID	pse__Time_Period__c	The name, type, start date, and end date in the time period record populate the Time Period Name, Time Period Type, Time Period Start Date, and Time Period End Date in the resulting dataset.

Expense

The main fields retrieved from the Expense object in PSA are as follows.

Fields Retrieved from the Expense Object
Field Label	Field API Name	Description
Bill Date	pse__Bill_Date__c	Populates the Billing Date field in the resulting dataset.
Billing Amount	pse__Billing_Amount__c	Used to populate expense values. SeeBillings Flow Intermediate Processing.
Currency ISO Code	CurrencyIsoCode	Joins the Conversion Rate field with theSalesforceCurrency Type object.
Description	pse__Description__c	Populates the Description field in the resulting dataset.
Expense Date	pse__Expense_Date__c	Populates the End Date field in the resulting dataset.
Include In Financials	pse__Include_In_Financials__c	Used to populate expense values. SeeBillings Flow Intermediate Processing.
Expense Number	Name	Populates the Name field in the resulting dataset.
Project ID	pse__Project__c	Populates the Project ID field in the resulting dataset with the project associated with the expense.
Record ID		Populates the Record ID field in the resulting dataset.
Revenue Transaction	pse__Revenue_Transaction__c	The Project Currency Exchange Rate in the revenue transaction populates the Project Exchange Rate in the resulting dataset.

Miscellaneous Adjustments

The main fields retrieved from the Miscellaneous Adjustments object in PSA are as follows.

Fields Retrieved from the Miscellaneous Adjustments Object
Field Label	Field API Name	Description
Amount	pse__ Amount__c	Used to populate miscellaneous adjustment values. SeeBillings Flow Intermediate Processing.
Bill Date	pse__Bill_Date__c	Populates the Billing Date field in the resulting dataset.
Currency ISO Code	CurrencyIsoCode	Joins the Conversion Rate field with theSalesforceCurrency Type object.
Description	pse__Description__c	Populates the Description field in the resulting dataset.
Effective Date	pse__Effective_Date__c	Populates the End Date field in the resulting dataset.
Include In Financials	pse__ Include_In_Financials__c	Used to populate miscellaneous adjustment values. SeeBillings Flow Intermediate Processing.
Miscellaneous Adjustment Name	Name	Populates the Name field in the resulting dataset.
Project ID	pse__Project__c	Populates the Project ID field in the resulting dataset with the project associated with the miscellaneous adjustment.
Record ID		Populates the Record ID field in the resulting dataset.
Duplicate Amount		We use this field to duplicate the amount for miscellaneous adjustments.
Transaction Category	pse__Transaction_Category__c	Used to populate miscellaneous adjustment values. SeeBillings Flow Intermediate Processing.
Transaction ID	pse__Transaction__c	The Project Currency Exchange Rate in the transaction populates the Project Exchange Rate in the resulting dataset.

Budget

The main fields retrieved from the Budget object in PSA are as follows.

Fields Retrieved from the Budget Object
Field Label	Field API Name	Description
Amount	pse__ Amount__c
Bill Date	pse__Bill_Date__c	Populates the Billing Date field in the resulting dataset.
Budget Name	Name	Populates the Name field in the resulting dataset.
Currency ISO Code	CurrencyIsoCode	Joins the Conversion Rate field with theSalesforceCurrency Type object.
Effective Date	pse__Effective_Date__c	Populates the End Date field in the resulting dataset.
Project ID	pse__Project__c	Populates the Project ID field in the resulting dataset with the project associated with the budget.
Record ID		Populates the Record ID field in the resulting dataset.
Type	pse__Type__c	Populates the Subtype field in the resulting dataset.
Transaction ID	pse__ Transaction__c	The Project Currency Exchange Rate in the transaction populates the Project Exchange Rate in the resulting dataset.

Augmented Fields

Augmented fields complement the data imported from the base objects, giving you a better view of your data.

Note:

These fields are imported directly from your PSA environment. For more information about these fields, see the PSA field reference guide for their corresponding PSA object.

Key: → — Lookup path between objects

For more information about the calculated fields, see Billings Flow Intermediate Processing.

Augmented Fields
PSA Object	Lookup Path	Fields
Time Period	N/A	End Date
		Start Date
		Time Period Name
		Type
Transaction	N/A	Project Currency Exchange Rate
Resource (Contact)	N/A	External Resource
		Full Name
		Group ID
		Is Resource
		Is Resource Active
		Last Date
		Mailing City
		Mailing Country
		Mailing State/Province
		Practice ID
		Region ID
		Resource Role
		Salesforce User ID
		Start Date
		Work Calendar
	→ Resource → Region	IdChain	*
		NameXX	*
		NameChain	*
	→ Resource → Practice	IdChain	*
		NameXX	*
		NameChain	*
	→ Resource → Group	IdChain	*
		NameXX	*
		NameChain	*
	→ Resource → Salesforce User	Name
	→ Resource → Salesforce User	Full Photo URL
Project	N/A	Account ID
		Active
		Allow Expenses Without Assignment
		Allow Self-Staffing
		Allow Timecards Without Assignment
		Billings
		Bookings
		Closed for Expense Entry
		Closed for Time Entry
		Company
		Currency
		End Date
		Financial Status
		Group ID
		Location
		Planned Hours
		Practice ID
		Pre-Bill Type
		Project Manager
		Project Name
		Project Status
		Project Type
		Record ID
		Region ID
		Schedule Status
		Scope Status
		Start Date
		Template
		Billed
		Expense Budget
		Expense Costs
		External Costs
		Internal Costs
		Internal Time Cost
		Invoiced
		Margin
		Master Project
		Other Costs
		Parent Project
		Pass-through Billings
		Project Phase
		Revenue
		Tasks Total Percent Complete (Points)
		Tasks Total Points
		Tasks Total Points Complete
		Time Credited
		Time Excluded
		Total Assigned Hours
		Total Costs
		Total Number of Tasks
		Total Submitted Hours
		Unscheduled Backlog
		Percent Hours Complete
		Scheduled Hours Remaining
		Recognition Method
	→ Project → Region	IdChain	*
		NameXX	*
		NameChain	*
	→ Project → Practice	IdChain	*
		NameXX	*
		NameChain	*
	→ Project → Group	IdChain	*
		NameXX	*
		NameChain	*
→ Project → Time Period	End Date
	Start Date
	Time Period Name
	Type
→ Project → Account	Name
	Account Type
	Billing Country
	Industry
	Annual Revenue
	Employees
→ Project → Project Manager (Contact)	Name
→ Project → Project Manager (Contact)	Department

Dataset Intermediate Processing

Billings Flow Intermediate Processing

Dataset Output Fields

Billings Dataset PS Cloud Analytics Output Fields

Dashboards

PSA Billings Dashboard

PSA Project Burnup Plus Dashboard

PSA Project Burnup Dashboard

PSA Project Overview Dashboard