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
| 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. |
|
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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. |