Project Reporting 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 Objects

This flow uses the following objects derived from PSA:

• Budget
• Estimates Versus Actuals
• Expense
• Milestone
• Miscellaneous Adjustment
• Project
• Project Source
• Project Task
• Project Task Assignment
• Resource Request
• Resource Skill Request
• Task Time
• Timecard
• Timecard Split

Fields derived from the following Services Estimator objects are also optionally included in this dataset:

• Estimate
• Estimate Role Request
• Estimate Task

Assignment

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

Fields Retrieved from the Assignment Object

Field Label	Field API Name	Description
Bill Rate	pse__Bill_Rate__c	Populates the related assignment bill rate fields in the resulting dataset.
Bill Rate Is Daily Rate	pse__Daily_Bill_Rate__c	Enables daily bill rate values to display in the resulting dataset.
Billable Amount in Financials	pse__Billable_Amount_In_Financials__c	Populates the Assignment Billable Amount field in the resulting dataset.
Billable Amount Submitted	pse__Billable_Amount_Submitted__c	Populates the related assignment billable amount fields in the resulting dataset.
Billable Days In Financials	pse__Billable_Days_In_Financials__c	Populates the Assignment Billable Days in Financials field in the resulting dataset.
Billable Hours in Financials	pse__Billable_Hours_In_Financials__c	Populates the Assignment Billable Hours in Financials field in the resulting dataset.
Billable?	pse__Is_Billable__c	Populates the Assignment Billable field in the resulting dataset.
Budget Allocation	pse__Budget_Allocation__c	Populates the related budget allocation fields in the resulting dataset.
Cost Rate Amount	pse__Cost_Rate_Amount__c	Populates the related assignment cost rate fields in the resulting dataset.
Created Date	AssignmentCreatedDate	Populates the Assignment Created Date field in the resulting dataset.
Currency	CurrencyISOCode	Populates the Currency ISO Code field in the resulting dataset.
Location	pse__Location__c	Populates the Assignment Location field in the resulting dataset.
Milestone	pse__Milestone__c	Populates the Milestone Name field in the resulting dataset.
Name	pse__Assignment__c	Populates the Assignment Name field in the resulting dataset.
Name	Name	Populates the related assignment name fields in the resulting dataset.
Non-Billable Days in Financials	pse__Non_Billable_Days_In_Financials__c	Populates the Assignment Non-Billable Days in Financials field in the resulting dataset.
Non-Billable Hours in Financials	pse__Non_Billable_Hours_In_Financials__c	Populates the Assignment Non-Billable Hours in Financials field in the resulting dataset.
Planned Bill Rate	pse__Planned_Bill_Rate__c	Populates the Assignment Planned Bill Rate field in the resulting dataset.
Planned Hours	pse__Planned_Hours__c	Populates the Assignment Planned Hours field in the resulting dataset.
Status	pse__Status__c	Populates the Status field in the resulting dataset.
Resource	pse__Resource__c	Populates the Resource Name field in the resulting dataset.
End Date	pse__End_Date__c	Populates the Assignment End Date field in the resulting dataset.
Planned Revenue (Hours)	pse__Planned_Revenue__c	Populates the Assignment Planned Revenue (Hours) field in the resulting dataset.
Planned Bill Rate	pse__Planned_Bill_Rate__c	Populates the Assignment Planned Bill Rate field in the resulting dataset.
Project	pse__Project__c	Populates the Project Name field in the resulting dataset.
Scheduled Days	pse__Scheduled_Days__c	Populates the Assignment Scheduled Days field in the resulting dataset.
Scheduled Hours	pse__Scheduled_Hours__c	Populates the Assignment Scheduled Hours field in the resulting dataset.
Source Assignment	pse__Source_Assignment__c	Populates the related assignment source fields in the resulting dataset.
Start Date	pse__Start_Date__c	Populates the Assignment Start Date field 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	Populates the related budget amount fields in the resulting dataset.
Bill Date	pse__Bill_Date__c	Populates the Budget Bill Date field in the resulting dataset.
Currency	CurrencyISOCode	Populates the Currency ISO Code field in the resulting dataset.
Description	pse__Description__c	Populates the Description field in the resulting dataset.
Effective Date	pse__Effective_Date__c	Populates the Budget Effective Date field in the resulting dataset.
ID	Id	Populates the budget-related ID fields in the resulting dataset.
Name	Name	Populates the budget-related name fields in the resulting dataset.
Project	pse__Project__c	Populates the budget-related project fields in the resulting dataset.
Status	pse__Status__c	Populates the Budget Status field in the resulting dataset.
Transaction	pse__Transaction__c	Populates the related budget allocation fields in the resulting dataset.
Type	pse__Type__c	Populates the Budget Type field in the resulting dataset.

Estimate

The main fields retrieved from the Estimate object in Services Estimator are as follows.

Fields Retrieved from the Estimate Object

Field Label	Field API Name	Description
Account	ffscpq_Account_c	Populates the estimate-related account fields in the resulting dataset.
Amount	ffscpq_Amount_c	Populates the Estimate Amount field in the resulting dataset.
Apply Discount to Cost Contingency	ffscpq_Apply_Discount_To_Cost_Contingency_c	Populates the Estimate Apply Discount To Cost Contingency field in the resulting dataset.
Apply Discount to Expense	ffscpq_Apply_Discount_To_Expense_c	Populates the Estimate Apply Discount To Expense field in the resulting dataset.
Approval Status	ffscpq_Approval_Status_c	Populates the Estimate Approval Status field in the resulting dataset.
Billing Type	ffscpq_Billing_Type_c	Populates the Estimate Billing Type field in the resulting dataset.
Cost	ffscpq_Cost_c	Populates the Estimate Cost field in the resulting dataset.
Cost Contingency	ffscpq_Cost_Contingency_c	Populates the Estimate Cost Contingency field in the resulting dataset.
Created Date	CreatedDate	Populates the Estimate Created Date field in the resulting dataset.
Currency	CurrencyIsoCode	Populates the Estimate Currency field in the resulting dataset.
Discount (%)	ffscpq_Percent_Discount_c	Populates the Estimate Discount (%) field in the resulting dataset.
Discount (Amount)	ffscpq_Discount_c	Populates the Estimate Discount (Amount) field in the resulting dataset.
Duration (Days)	ffscpq_Duration_c	Populates the Estimate Duration (Days) field in the resulting dataset.
End Date	ffscpq_End_Date_c	Populates the Estimate End Date field in the resulting dataset.
Estimate Name	Name	Populates the Estimate Name field in the resulting dataset.
Expense	ffscpq_Expense_c	Populates the Estimate Expense field in the resulting dataset.
Global Discount (%)	ffscpq_Percent_Global_Discount_c	Populates the Estimate Global Discount (%) field in the resulting dataset.
Global Discount (Amount)	ffscpq_Global_Discount_c	Populates the Estimate Global Discount (Amount) field in the resulting dataset.
Group	ffscpq_Group_c	Populates the estimate group fields in the resulting dataset.
Margin (%)	ffscpq_Percent_Margin_c	Populates the Estimate Margin (%) field in the resulting dataset.
Margin (Amount)	ffscpq_Margin_c	Populates the Estimate Margin (Amount) field in the resulting dataset.
Net Amount	ffscpq_Net_Amount_c	Populates the Estimate Net Amount field in the resulting dataset.
Opportunity	ffscpq_Opportunity_c	Populates the estimate-related opportunity fields in the resulting dataset.
Owner	OwnerId	Populates the estimate owner fields in the resulting dataset.
Practice	ffscpq_Practice_c	Populates the estimate practice fields in the resulting dataset.
Primary	ffscpq_Is_Primary_c	Populates the Estimate Primary field in the resulting dataset.
Region	ffscpq_Region_c	Populates the estimate region fields in the resulting dataset.
Record ID	Id	Populates the estimated-related ID fields in the resulting dataset.
Start Date	ffscpq_Start_Date_c	Populates the Estimate Start Date field in the resulting dataset.
Total Bill Amount of Vendor Line Items	ffscpq__Total_Vendor_Line_Item_Bill_Amount__c	Populates the Estimate Total Vendor Line Item Bill Amount field in the resulting dataset.
Total Hours	ffscpq__Total_Hours__c	Populates the Estimate Total Hours field in the resulting dataset.

Estimate Role Request

The main fields retrieved from the Estimate Role Request object in Services Estimator are as follows.

Fields Retrieved from the Estimate Role Request Object

Field Label	Field API Name	Description
Average Cost Rate	ffscpq__Average_Cost_Rate__c	Populates the Est Role Request Average Cost Rate field in the resulting dataset.
Bill Rate Override	ffscpq__Bill_Rate_Override__c	Populates the Est Role Request Bill Rate Override field in the resulting dataset.
Cost Rate Override	ffscpq__Cost_Rate_Override__c	Populates the Est Role Request Cost Rate Override field in the resulting dataset.
Discount (%)	ffscpq__Percent_Discount__c	Populates the Est Role Request Discount (%) field in the resulting dataset.
End Date	ffscpq__End_Date__c	Populates the Est Role Request End Date field in the resulting dataset.
Estimate	ffscpq__Estimate__c	Populates the related estimate fields in the resulting dataset.
Estimate Task	ffscpq__Estimate_Task__c	Populates the Est Role Request Estimate Task Name field in the resulting dataset.
External Resource	ffscpq__External_Resource__c	Populates the Est Role Request Is External Resource field in the resulting dataset.
Group	ffscpq__Group__c	Populates the Est Role Request Group ID field in the resulting dataset.
Hours	ffscpq__Hours__c	Populates the Est Role Request Hours field in the resulting dataset.
Practice	ffscpq__Practice__c	Populates the Est Role Request Practice ID field in the resulting dataset.
Region	ffscpq__Region__c	Populates the Est Role Request Region ID field in the resulting dataset.
Requested Bill Rate	ffscpq__Requested_Bill_Rate__c	Populates the Est Role Request Requested Bill Rate field in the resulting dataset.
Resource Role	ffscpq__Resource_Role__c	Populates the related resource role fields in the resulting dataset.
Start Date	ffscpq__Start_Date__c	Populates the Est Role Request Start Date field in the resulting dataset.
Suggested Bill Rate	ffscpq__Suggested_Bill_Rate__c	Populates the Est Role Request Suggested Bill Rate field in the resulting dataset.
Record ID	Id	Populates the Est Role Request ID field in the resulting dataset.
Estimate Role Request Name	Name	Populates the Est Role Request Name field in the resulting dataset.

Estimate Task

The main fields retrieved from the Estimate Task object in Services Estimator are as follows.

Fields Retrieved from the Estimate Task Object

Field Label	Field API Name	Description
Bill Amount	ffscpq__Bill_Amount__c	Populates the Estimate Task Bill Amount field in the resulting dataset.
Cost Amount	ffscpq__Cost_Amount__c	Populates the Estimate Task Cost Amount field in the resulting dataset.
Margin	ffscpq__Margin__c	Populates the Estimate Task Margin field in the resulting dataset.
Net Bill Amount	ffscpq__Net_Bill_Amount__c	Populates the Estimate Task Net Bill Amount field in the resulting dataset.
Record ID	Id	Populates the Estimate Task ID field in the resulting dataset.
Estimate Task Name	Name	Populates the Estimate Task Name field in the resulting dataset.
End Date	ffscpq__End_Date__c	Populates the Estimate Task End Date field in the resulting dataset.
Estimate	ffscpq__Estimate__c	Populates the related estimate fields in the resulting dataset.
Peer Order	ffscpq__Order__c	Populates the Estimate Task Peer Order field in the resulting dataset.
Discount (%)	ffscpq__Percent_Discount__c	Populates the Estimate Task Discount (%) field in the resulting dataset.
Start Date	ffscpq__Start_Date__c	Populates the Estimate Task Start Date field in the resulting dataset.

Estimates Versus Actuals

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

Fields Retrieved from the Est Vs Actuals Object

Field Label	Field API Name	Description
Actual Days	pse__Actual_Days__c	Populates the EvA Actual Days field in the resulting dataset.
Actual Average Bill Rate	pse__Actual_Average_Bill_Rate__c	Populates the EvA Actual Average Bill Rate field in the resulting dataset.
Actual Billable Amount	pse__Actual_Billable_Amount__c	Populates the vA Actual Billable Amount field in the resulting dataset.
Actual Hours	pse__Actual_Hours__c	Populates the EvA Actual Hours field in the resulting dataset.
Assignment	pse__Assignment__c	Populates the EvA Assignment Name field in the resulting dataset.
Currency	CurrencyISOCode	Populates the Currency ISO Code field in the resulting dataset.
Days Percent Variance	pse__Days_Percent_Variance__c	Populates the EvA Days Percent Variance field in the resulting dataset.
Days Variance	pse__Days_Variance__c	Populates the EvA Days Variance field in the resulting dataset.
End Date	pse__End_Date__c	Populates the EvA End Date field in the resulting dataset.
Estimated Days	pse__Estimated_Days__c	Populates the EvA Estimated Days field in the resulting dataset.
Estimated Hours	pse__Estimated_Hours__c	Populates the EvA Estimated Hours field in the resulting dataset.
Hours Percent Variance	pse__Percent_Variance__c	Populates the EvA Hours Percent Variance field in the resulting dataset.
Hours Variance	pse__Variance__c	Populates the EvA Hours Variance field in the resulting dataset.
ID	Id	Populates the related EvA ID fields in the resulting dataset.
Name	Name	Populates the related EvA name fields in the resulting dataset.
Project Currency Exchange Rate	pse__Project_Currency_Exchange_Rate__c	Populates the related project currency exchange rate fields in the resulting dataset.
Scheduled Bill Rate	pse__Scheduled_Bill_Rate__c	Populates the EvA Scheduled Bill Rate field in the resulting dataset.
Scheduled Bill Rate is Daily Rate	pse__Scheduled_Bill_Rate_is_Daily_Rate__c	Populates the EvA Scheduled Bill Rate is Daily Rate field in the resulting dataset.
Project	pse__Project__c	Fields of the project associated with the EvA populate the project-related fields in the resulting dataset. For more information, see Project.
Resource	pse__Resource__c	Fields of the resource associated with the EvA populate the resource-related fields in the resulting dataset. For more information, see Resource .
Time Period	pse__Time_Period__c	Fields of the time period associated with the EvA populate the time period-related fields in the resulting dataset. For more information, see Time Period.

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
Actuals Template	ffrrtemplate__c	Populates the Actuals Template ID field in the resulting dataset.
Bill Date	pse__Bill_Date__c	Populates the Billing Date field in the resulting dataset.
Billing Amount	pse__Billing_Amount__c	Populates the Expense Billing Amount field in the resulting dataset.
Budget Allocation	pse__Budget_Allocation__c	Populates the Expense Budget Allocation ID field in the resulting dataset.
Currency	CurrencyISOCode	Populates the Currency ISO Code field in the resulting dataset.
Description	pse__Description__c	Populates the Description field in the resulting dataset.
Distance	pse__Distance__c	Populates the Expense Distance field in the resulting dataset.
Expense Date	pse__Expense_Date__c	Populates the Expense Date field in the resulting dataset.
Expense Number	Name	Populates the Expense Number field in the resulting dataset.
ID	Id	Populates the related expense ID fields in the resulting dataset.
Include In Financials	pse__Include_In_Financials__c	Populates the Include In Financials field in the resulting dataset.
Lost Receipt	pse__Lost_Receipt__c	Populates the Expense Lost Receipt field in the resulting dataset.
Milestone	pse__Milestone__c	Populates the Milestone Name field in the resulting dataset.
Name	Name	Populates the Name field in the resulting dataset.
Rate Unit	pse__Rate_Unit__c	Populates the Expense Rate Unit field in the resulting dataset.
Reimbursement Amount In Project Currency	pse__Reimbursement_Amount_In_Project_Currency__c	Populates the Expense Reimbursement Amount field in the resulting dataset.
Resource	pse__Resource__c	Populates the Resource Name field in the resulting dataset.
Revenue Transaction	pse__Revenue_Transaction__c	Populates the related revenue transaction fields in the resulting dataset.
Status	pse__Status__c	Populates the Status field in the resulting dataset.
Type	pse__Type__c	Populates the Expense Type field in the resulting dataset.
Project	pse__Project__c	Fields of the project associated with the expense populate the project-related fields in the resulting dataset. For more information, see Project.

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
Actuals Template	ffrrtemplate__c	The Revenue Management template used for recognizing revenue and amortizing cost for the milestone. Notes: This field is only used if the Revenue Management checkbox is selected on the PS Cloud Core Analytics setup record. This is an unmanaged field. The API name and label might be different in your org. The API name of this field is determined according to the Actuals Template field in the Revenue Management Settings custom setting. If the custom setting field is not populated, the default Revenue Management value is used for the API name of the field.
Actual Date	pse__Actual_Date__c	Populates the Milestone Actual Date field in the resulting dataset.
Approved	pse__Approved__c	Populates the Approved field in the resulting dataset.
Bill Date	pse__Bill_Date__c	Populates the Milestone Bill Date field in the resulting dataset.
Billable Amount in Financials	pse__Billable_Amount_In_Financials__c	Populates the Milestone Billable Amount in Financials field in the resulting dataset.
Billable Days In Financials	pse__Billable_Days_In_Financials__c	Populates the Milestone Billable Days in Financials field in the resulting dataset.
Billable Expenses In Financials	pse__Billable_Expenses_In_Financials__c	Populates the Milestone Billable Expenses in Financials field in the resulting dataset.
Billable Hours In Financials	pse__Billable_Hours_In_Financials__c	Populates the Milestone Billable Hours in Financials field in the resulting dataset.
Budget Allocation	pse__Budget_Allocation__c	Populates the related budget allocation fields in the resulting dataset.
Currency	CurrencyISOCode	Populates the Currency ISO Code field in the resulting dataset.
Default Bill Rate	pse__Default_Bill_Rate__c	Populates the Milestone Default Bill Rate field in the resulting dataset.
Default Bill Rate is Daily Rate	pse__Default_Bill_Rate_is_Daily_Rate__c	Determines whether the milestone default bill rate is treated as a daily rate in the resulting dataset.
Description	pse__Description__c	Populates the Description field in the resulting dataset.
ID	Id	Populates the related milestone ID fields in the resulting dataset.
Include In Financials	pse__Include_In_Financials__c	Populates the Include In Financials field in the resulting dataset.
Milestone Amount	pse__Milestone_Amount__c	Populates the Milestone Amount field in the resulting dataset.
Milestone Cost	pse__Milestone_Cost__c	Populates the Milestone Cost field in the resulting dataset.
Name	Name	Populates the Milestone Name field in the resulting dataset.
Non-Billable Hours in Financials	pse__Non_Billable_Hours_In_Financials__c	Populates the Milestone Non-Billable Hours in Financials field in the resulting dataset.
Override Project Group	pse__Override_Project_Group__c	Populates the Milestone Override Project Group field in the resulting dataset.
Override Project Practice	pse__Override_Project_Practice__c	Populates the Milestone Override Project Practice field in the resulting dataset.
Override Project Region	pse__Override_Project_Region__c	Populates the Milestone Override Project Region field in the resulting dataset.
Planned Hours	pse__Planned_Hours__c	Populates the Milestone Planned Hours field in the resulting dataset.
Project Billings Value	pse__Billings__c	Populates the Project Billings field in the resulting dataset.
Project Currency Exchange Rate	pse__Project_Currency_Exchange_Rate__c	Populates the related project currency exchange rate fields in the resulting dataset.
Source Milestone	pse__Source_Milestone__c	Populates the related source milestone fields in the resulting dataset.
Status	pse__Status__c	Populates the Milestone Status field in the resulting dataset.
Target Date	pse__Target_Date__c	Populates the Milestone Target Date field in the resulting dataset.
Transaction	pse__Transaction__c	Populates the related budget allocation fields in the resulting dataset.
Project	pse__Project__c	We use this field to look up the corresponding PSA object for the following fields Project.

Miscellaneous Adjustment

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

Fields Retrieved from the Miscellaneous Adjustment Object

Field Label	Field API Name	Description
Actuals Template	ffrrtemplate__c	The Revenue Management template used for recognizing revenue and amortizing cost for the miscellaneous adjustment. Notes: This field is only used if the Revenue Management checkbox is selected on the PS Cloud Core Analytics setup record. This is an unmanaged field. The API name and label might be different in your org. The API name of this field is determined according to the Actuals Template field in the Revenue Management Settings custom setting. If the custom setting field is not populated, the default Revenue Management value is used for the API name of the field.
Amount	pse__Amount__c	Populates the related misc adjustment amount fields in the resulting dataset.
Approved	pse__Approved__c	Populates the Misc Adjustment Approved field in the resulting dataset.
Bill Date	pse__Bill_Date__c	Populates the Misc Adjustment Bill Date field in the resulting dataset.
Budget Allocation	pse__Budget_Allocation__c	Populates the related budget allocation fields in the resulting dataset.
Description	pse__Description__c	Populates the Misc Adjustment Description field in the resulting dataset.
Currency	Currency ISO Code	Populates the Currency ISO Code field in the resulting dataset.
Effective Date	pse__Effective_Date__c	Populates the Misc Adjustment Effective Date field in the resulting dataset.
Include In Financials	pse__Include_In_Financials__c	Populates the Include In Financials field in the resulting dataset.
ID	Id	Populates the related misc adjustment ID fields in the resulting dataset.
Invoice Date	pse__Invoice_Date__c	Populates the Misc Adjustment Invoice Date field in the resulting dataset.
Invoiced	pse__Invoiced__c	Populates the Misc Adjustment Invoiced field in the resulting dataset.
Miscellaneous Adjustment Name	Name	Populates the Misc Adjustment Name field in the resulting dataset.
Name	Name	Populates the related misc adjustment name fields in the resulting dataset.
Status	pse__Status__c	Populates the Misc Adjustment Status field in the resulting dataset.
Transaction	pse__Transaction__c	Populates the related budget allocation fields in the resulting dataset.
Transaction Category	pse__Transaction_Category__c	Populates the Misc Adjustment Transaction Category field in the resulting dataset.
Transaction Category	pse__Transaction_Category__c	Populates the Misc Adjustment Transaction Category field in the resulting dataset.
Vendor Account	pse__Vendor_Account__c	Populates the Misc Adjustment Vendor Account field in the resulting dataset.
Project	pse__Project__c	We use this field to look up the corresponding PSA object for the following fields Project.

Project

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

Fields Retrieved from the Project Object

Field Label	Field API Name	Description
Actuals Template	ffrrtemplate__c	The Revenue Management template used for recognizing revenue and amortizing cost for the project. Notes: This field is only used if the Revenue Management checkbox is selected on the PS Cloud Core Analytics setup record. This is an unmanaged field. The API name and label might be different in your org. The API name of this field is determined according to the Actuals Template field in the Revenue Management Settings custom setting. If the custom setting field is not populated, the default Revenue Management value is used for the API name of the field.
Account	pse__Account__c	Populates the related project account fields in the resulting dataset.
Allow Expenses without Assignment	pse__Allow_Expenses_Without_Assignment__c	Populates the Project Allow Expenses Without Assignment field in the resulting dataset.
Allow Self-Staffing	pse__Allow_Self_Staffing__c	Populates the Project Allow Self-Staffing field in the resulting dataset.
Allow Timecards without Assignment	pse__Allow_Timecards_Without_Assignment__c	Populates the Project Allow Timecards Without Assignment field in the resulting dataset.
Billable Hours (External)	pse__Billable_External_Hours__c	Populates the related project billable hours fields in the resulting dataset.
Billable Hours (Internal)	pse__Billable_Internal_Hours__c	Populates the related project billable hours fields in the resulting dataset.
Billing Type	pse__Billing_Type__c	Populates the Project Billing Type field in the resulting dataset.
Billings	pse__Billings__c	Populates the Project Billings field in the resulting dataset.
Bookings	pse__Bookings__c	Populates the Project Bookings field in the resulting dataset.
Billed	pse__Billed__c	Populates the Project Billed Amount field in the resulting dataset.
Closed for Expense Entry	pse__Closed_for_Expense_Entry__c	Populates the Project Closed for Expense Entry field in the resulting dataset.
Closed for time Entry	pse__Closed_for_Time_Entry__c	Populates the Project Closed for Time Entry field in the resulting dataset.
Company	pse__Company__c	Populates the related project company fields in the resulting dataset.
Credited Hours	pse__Credited_Non_Billable_Internal_Hours__c	Populates the Project Credited Hours field in the resulting dataset.
Current Time Period	pse__Current_Time_Period__c	Populates the related project time period fields in the resulting dataset.
End Date	pse__End_Date__c	Populates the Project End Date field in the resulting dataset.
Estimated Hours at Completion	pse__Estimated_Hours_at_Completion__c	Populates the Project Estimated Hours at Completion field in the resulting dataset.
Excluded Hours	pse__Excluded_Hours__c	Populates the related project excluded hours fields in the resulting dataset.
Expense Budget	pse__Expense_Budget__c	Populates the Project Expense Budget field in the resulting dataset.
Expense Costs	pse__Expense_Costs__c	Populates the Project Expense Costs field in the resulting dataset.
External Costs	pse__External_Costs__c	Populates the Project External Costs field in the resulting dataset.
External Time Cost	pse__External_Time_Cost__c	Populates the Project External Time Cost field in the resulting dataset.
Financial Status	pse__Financial_Status__c	Populates the Project Financial Status field in the resulting dataset.
Group	pse__Group__c	Populates the related project group fields in the resulting dataset.
Hierarchy Depth	pse__Hierarchy_Depth__c	Populates the Project Hierarchy Depth field in the resulting dataset.
ID	Id	Populates the related project ID fields in the resulting dataset.
Duplicate Amount	pse__Duplicate_Amount__c	We use this field to duplicate the amount for miscellaneous adjustments.
Internal Budget	pse__Internal_Budget__c	Populates the Project Internal Budget field in the resulting dataset.
Internal Costs	pse__Internal_Costs__c	Populates the Project Internal Costs field in the resulting dataset.
Internal Time Cost	pse__Internal_Time_Cost__c	Populates the Project Internal Time Cost field in the resulting dataset.
Invoiced	pse__Invoiced__c	Populates the Project Invoiced Amount field in the resulting dataset.
Active	pse__Is_Active__c	Populates the Project Is Active field in the resulting dataset.
Billable	pse__Is_Billable__c	Populates the Project Billable field in the resulting dataset.
Template	pse__Is_Template__c	Populates the Project Is Template field in the resulting dataset.
Location	Location	Populates the Project Location field in the resulting dataset.
Margin	pse__Margin__c	Populates the related project margin fields in the resulting dataset.
Master Project	pse__Master_Project__c	Populates the related master project fields in the resulting dataset.
Milestone Cost	pse__Milestone_Cost__c	Populates the Project Milestone Cost field in the resulting dataset.
Name	Name	Populates the related project name fields in the resulting dataset.
Non-Billable Hours (External)	pse__Non_Billable_External_Hours__c	Populates the related project non-billable hours fields in the resulting dataset.
Non-Billable Hours (Internal)	pse__Non_Billable_Internal_Hours__c	Populates the related project non-billable hours fields in the resulting dataset.
Opportunity	pse__Opportunity__c	Populates the related project opportunity fields in the resulting dataset.
Other Costs	pse__Other_Costs__c	Populates the Project Other Costs field in the resulting dataset.
Parent Project	pse__Parent_Project__c	Populates the related parent project fields in the resulting dataset.
Pass-through Billings	pse__Pass_Through_Billings__c	Populates the Project Pass-Through Billings field in the resulting dataset.
Percent Hours Complete	pse__Percent_Hours_Complete__c	Populates the Project Percent Hours Complete field in the resulting dataset.
Planned Hours	pse__Planned_Hours__c	Populates the Project Planned Hours field in the resulting dataset.
Practice	pse__Practice__c	Populates the related project practice fields in the resulting dataset.
Pre-Bill Type	pse__Pre_Bill_Type__c	Populates the Project Pre-Bill Type field in the resulting dataset.
Pre-Billed	pse__Pre_Billed__c	Populates the Project Pre-Billed field in the resulting dataset.
Bookings	pse__Bookings__c	Populates the Project Bookings field in the resulting dataset.
Project Currency ISO Code	Project.CurrencyIsoCode	Populates the Project Currency ISO Code field in the resulting dataset.
Engagement	pse__Engagement__c	Populates the Project Engagement ID field in the resulting dataset.
Project ID	pse__Project_ID__c	Populates the Project Display ID field in the resulting dataset.
Active	pse__Is_Active__c	Populates the Project Is Active field in the resulting dataset.
Project Manager	pse__Project_Manager__c	Populates the related project manager fields in the resulting dataset.
Project Phase	pse__Project_Phase__c	Populates the Project Phase field in the resulting dataset.
Project Type	pse__Project_Type__c	Populates the Project Type field in the resulting dataset.
Project Status	pse__Project_Status__c	Populates the Project Status field in the resulting dataset.
Recognition Method	pse__Recognition_Method__c	Populates the Project Recognition Method field in the resulting dataset.
Region	pse__Region__c	Populates the related project region fields in the resulting dataset.
Revenue	pse__Revenue__c	Populates the Project Revenue field in the resulting dataset.
Schedule Status	pse__Schedule_Status__c	Populates the Project Schedule Status field in the resulting dataset.
Scheduled Hours Remaining	pse__Scheduled_Hours_Remaining__c	Populates the Project Scheduled Hours Remaining field in the resulting dataset.
Scope Status	pse__Scope_Status__c	Populates the Project Scope Status field in the resulting dataset.
Stage	pse__Stage__c	Populates the Project Stage field in the resulting dataset.
Start Date	pse__Start_Date__c	Populates the related project start date fields in the resulting dataset.
Tasks Total Percent Complete (Points)	pse__Tasks_Total_Percent_Complete_Points__c	Populates the related project task completion fields in the resulting dataset.
Tasks Total Points Complete	pse__Tasks_Total_Points_Complete__c	Populates the related project task completion fields in the resulting dataset.
Time Credited	pse__Time_Credited__c	Populates the Project Time Credited field in the resulting dataset.
Time Excluded	pse__Time_Excluded__c	Populates the Project Time Excluded field in the resulting dataset.
Time Zone	pse__Time_Zone__c	Populates the Project Time Zone field in the resulting dataset.
Total Assigned Hours	pse__Total_Assigned_Hours__c	Populates the related project assigned hours fields in the resulting dataset.
Total costs	pse__Total_Costs__c	Populates the related project total cost fields in the resulting dataset.
Total Number of Tasks	pse__Total_Number_of_Tasks__c	Populates the related project total tasks fields in the resulting dataset.
Total Submitted Hours	Hours pse__Total_Submitted_Hours__c	Populates the related project submitted hours fields in the resulting dataset.
Unscheduled Backlog	pse__Unscheduled_Backlog__c	Populates the Project Unscheduled Backlog field in the resulting dataset.
Variance at Completion	pse__Variance_at_Completion__c	Populates the Project Variance at Completion field in the resulting dataset.
Variance from Plan	pse__Variance_From_Plan__c	Populates the Project Variance from Plan field in the resulting dataset.
Duration (Days)	pse_Duration_c	Populates the Project Duration (Days) field in the resulting dataset.

Project Source

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

Fields Retrieved from the Project Source Object

Field Label	Field API Name	Description
Record ID	Id	Populates the related project source ID fields in the resulting dataset.
Name	Name	Populates the related project source name fields in the resulting dataset.
Project	pse__Project__c	Populates the related source project template fields in the resulting dataset.
Source	pse__Source__c	Populates the related project source fields in the resulting dataset.
Source Estimate	ffscpq__Source_Estimate__c	Populates the related source estimate fields in the resulting dataset.

Project Task

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

Fields Retrieved from the Project Task Object

Field Label	Field API Name	Description
Actual End Date	pse_Actual_End_Date_c	Populates the Project Task Actual End Date field in the resulting dataset.
Actual Hours	pse_Actual_Hours_c	Populates the Project Task Actual Hours field in the resulting dataset.
Actual Start Date	pse_Actual_Start_Date_c	Populates the Project Task Actual Start Date field in the resulting dataset.
Assigned Resources	pse_Assigned_Resources_c	Populates the Project Task Assigned Resources field in the resulting dataset.
Blocked	pse_Blocked_c	Populates the Project Task Blocked field in the resulting dataset.
Completed	pse_Completed_c	Populates the Project Task Completed field in the resulting dataset.
Description	pse_Description_c	Populates the Project Task Description field in the resulting dataset.
Duration Units	pse_Duration_Unit_c	Populates the Project Task Duration Units field in the resulting dataset.
End Date	pse_End_Date_c	Populates the Project Task End Date field in the resulting dataset.
Estimated Hours	pse_Estimated_Hours_c	Populates the Project Task Estimated Hours field in the resulting dataset.
Estimated Time To Completion (Task)	pse_Estimated_Time_To_Completion_c	Populates the Project Task Estimated Time To Completion field in the resulting dataset.
Hierarchy Depth	pse_Hierarchy_Depth_c	Populates the Project Task Hierarchy Depth field in the resulting dataset.
Hours Remaining	pse_Hours_Remaining_c	Populates the Project Task Hours Remaining field in the resulting dataset.
Milestone	pse_Milestone_c	Populates the related milestone fields in the resulting dataset.
Parent Task	pse_Parent_Task_c	Populates the related parent task fields in the resulting dataset.
Parent Task End Date	pse_Parent_Task_End_Date_c	Populates the Project Task Parent Task End Date field in the resulting dataset.
Parent Project Project Task Start Date	pse_Parent_Task_Start_Date_c	Populates the Project Task Parent Task Start Date field in the resulting dataset.
Peer Order	pse_Order_c	Populates the Project Task Peer Order field in the resulting dataset.
Percent Complete (Hours)	pse_Percent_Complete_Hours_c	Populates the Project Task Percent Complete (Hours) field in the resulting dataset.
Percent Complete (Points)	pse_Percent_Complete_Points_c	Populates the Project Task Percent Complete (Points) field in the resulting dataset.
Percent Complete (Tasks)	pse_Percent_Complete_Tasks_c	Populates the Project Task Percent Complete (Tasks) field in the resulting dataset.
Points	pse_Points_c	Populates the Project Task Points field in the resulting dataset.
Points Baseline	pse_Points_Baseline_c	Populates the Project Task Points Baseline field in the resulting dataset.
Points Complete	pse_Points_Complete_c	Populates the Project Task Points Complete field in the resulting dataset.
Points Remaining	pse_Points_Remaining_c	Populates the Project Task Points Remaining field in the resulting dataset.
Priority	pse_Priority_c	Populates the Project Task Priority field in the resulting dataset.
Project	pse_Project_c	Populates the related project fields in the resulting dataset.
Project Task Name	Name	Populates the Project Task Name field in the resulting dataset.
Projected Hours	pse_Projected_Hours_c	Populates the Project Task Projected Hours field in the resulting dataset.
Source Project Task	pse__Source_Project_Task__c	Populates the related source project task fields in the resulting dataset.
Start Date	pse_Start_Date_c	Populates the Project Task Start Date field in the resulting dataset.
Started	pse_Started_c	Populates the Project Task Started field in the resulting dataset.
Status	pse_Status_c	Populates the Project Task Status field in the resulting dataset.
Task Name Chain	pse_Task_Name_Chain_c	Populates the Project Task Name Chain field in the resulting dataset.
WBS Element Number	pse_WBS_Element_Number_c	Populates the Project Task WBS Element Number field in the resulting dataset.
Account Name	Account_Name__c	We use this field to look up the corresponding PSA object for the following fields Account.

Project Task Assignment

The main fields retrieved from the Project Task Assignment object in PSA are as follows.

Fields Retrieved from the Project Task Assignment Object

Field Label	Field API Name	Description
Allocation Hours	pse__Allocation_Hours__c	Populates the PTA Allocation Hours field in the resulting dataset.
Allocation Percentage	pse__Allocation_Percentage__c	Populates the PTA Allocation Percentage field in the resulting dataset.
Assignment	pse__Assignment__c	Populates the related assignment fields in the resulting dataset.
End Date	pse__End_Date__c	Populates the PTA End Date field in the resulting dataset.
External Resource	pse__External_Resource__c	Populates the PTA External Resource ID field in the resulting dataset.
Hours	pse__Hours__c	Populates the PTA Hours field in the resulting dataset.
Project	pse__Project__c	Populates the related project fields in the resulting dataset.
Project ID	pse__Project_ID__c	Populates the related project ID fields in the resulting dataset.
Resource	pse__Resource__c	Populates the related resource fields in the resulting dataset.
Resource Request	pse__Resource_Request__c	Populates the related resource request fields in the resulting dataset.
Resource Role	pse__Resource_Role__c	Populates the PTA Resource Role field in the resulting dataset.
Start Date	pse__Start_Date__c	Populates the PTA Start Date field in the resulting dataset.

Resource Request

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

Fields Retrieved from the Resource Request Object

Field Label	Field API Name	Description
Record ID	Id	Populates the related resource request ID fields in the resulting dataset.
Name	Name	Populates the RR Name field in the resulting dataset.
Created Date	ResourceRequestCreatedDate	Populates the RR Created Date field in the resulting dataset.
End Date	pse__End_Date__c	Populates the RR End Date field in the resulting dataset.
Exclude from Utilization	pse__Exclude_From_Utilization__c	Populates the RR Excluded field in the resulting dataset.
Resource Held	pse__Resource_Held__c	Populates the RR Resource Held field in the resulting dataset.
Resource Role	pse__Resource_Role__c	Populates the RR Role field in the resulting dataset.
Requested Hours	pse__SOW_Hours__c	Populates the RR Requested Hours field in the resulting dataset.
Resource	pse__Staffer_Resource__c	Populates the related resource fields in the resulting dataset.
Start Date	pse__Start_Date__c	Populates the RR Start Date field in the resulting dataset.
Currency	CurrencyIsoCode	Populates the Currency ISO Code field in the resulting dataset.
Owner ID	OwnerId	Populates the RR Owner ID field in the resulting dataset.
Assignment	pse__Assignment__c	Populates the related resource request assignment fields in the resulting dataset.
Group	pse__Group__c	Populates the related resource request group fields in the resulting dataset.
Milestone	pse__Milestone__c	Populates the related milestone fields in the resulting dataset.
Practice	pse__Practice__c	Populates the related resource request practice fields in the resulting dataset.
Primary Skill / Certification	pse__Primary_Skill_Certification__c	Populates the RR Primary Skill ID field in the resulting dataset.
Primary Skill Minimum Rating	pse__Primary_Skill_Minimum_Rating__c	Populates the RR Minimum Rating field in the resulting dataset.
Project	pse__Project__c	Populates the related project fields in the resulting dataset.
Region	pse__Region__c	Populates the related resource request region fields in the resulting dataset.
Request Priority	pse__Request_Priority__c	Populates the RR Priority field in the resulting dataset.
Suggested Bill Rate Currency Code	pse_Suggested_Bill_Rate_Currency_Code__c	Populates the RR Suggested Bill Rate Currency Code field in the resulting dataset.
Suggested Bill Rate Number	psa_Suggested_Bill_Rate_Number__c	Populates the RR Suggested Bill Rate Number field in the resulting dataset.
Suggested Resource	pse__Resource__c	Populates the related suggested resource fields in the resulting dataset.
Opportunity	pse__Opportunity__c	We use this field to look up the corresponding PSA object for the following fields Opportunity.

Resource Skill Request

The main fields retrieved from the Resource Request Skill object in PSA are as follows.

Fields Retrieved from the Resource Request Skill Object

Field Label	Field API Name	Description
Record ID	Id	Populates the related resource skill request ID fields in the resulting dataset.
Name	Name	Populates the related resource skill request name fields in the resulting dataset.
Resource Request	pse__Resource_Request__c	Populates the related resource request fields in the resulting dataset.
Skill / Certification	pse__Skill_Certification__c	Populates the related skill fields in the resulting dataset.
Desirable	pse__Desirable__c	Populates the related skill desirable fields in the resulting dataset.

Task Time

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

Fields Retrieved from the Task Time Object

Field Label	Field API Name	Description
Currency	CurrencyIsoCode	Populates the Currency ISO Code field in the resulting dataset.
Record ID	Id	Populates the related task time ID fields in the resulting dataset.
Name	Name	Populates the related task time name fields in the resulting dataset.
Friday Hours	pse__Friday_Hours__c	Populates the related task time hours fields in the resulting dataset.
Monday Hours	pse__Monday_Hours__c	Populates the related task time hours fields in the resulting dataset.
Project Task	pse__Project_Task__c	Populates the related project task fields in the resulting dataset.
Saturday Hours	pse__Saturday_Hours__c	Populates the related task time hours fields in the resulting dataset.
Start Date	pse__Start_Date__c	Populates the related task time start date fields in the resulting dataset.
Sunday Hours	pse__Sunday_Hours__c	Populates the related task time hours fields in the resulting dataset.
Thursday Hours	pse__Thursday_Hours__c	Populates the related task time hours fields in the resulting dataset.
Timecard	pse__Timecard__c	Populates the related timecard fields in the resulting dataset.
Tuesday Hours	pse__Tuesday_Hours__c	Populates the related task time hours fields in the resulting dataset.
Wednesday Hours	pse__Wednesday_Hours__c	Populates the related task time hours fields in the resulting 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
Actuals Template	ffrrtemplate__c	The Revenue Management template used for recognizing revenue and amortizing cost for the timecard split. Notes: This field is only used if the Revenue Management checkbox is selected on the PS Cloud Core Analytics setup record. This is an unmanaged field. The API name and label might be different in your org. The API name of this field is determined according to the Actuals Template field in the Revenue Management Settings custom setting. If the custom setting field is not populated, the default Revenue Management value is used for the API name of the field.
Bill Date	pse__Bill_Date__c	Populates the Timecard Bill Date field in the resulting dataset.
Billable	pse__Is_Billable__c	Populates the Timecard Billable field in the resulting dataset.
Billed	pse__Billed__c	Populates the Timecard Billed field in the resulting dataset.
Budget Allocation	pse__Budget_Allocation__c	Populates the related budget allocation fields in the resulting dataset.
Currency	CurrencyIsoCode	Populates the Currency ISO Code field in the resulting dataset.
Duplicate Total Billable Amount	pse__Duplicate_Total_Billable_Amount__c	We use this field to duplicate the amount for an associated timecard.
End Date	pse__End_Date__c	Populates the Timecard End Date field in the resulting dataset.
ID	Id	Populates the related timecard ID fields in the resulting dataset.
Milestone	pse__Milestone__c	Populates the related milestone fields in the resulting dataset.
Name	Name	Populates the related timecard name fields in the resulting dataset.
Project Exchange Rate	pse__Project_Exchange_Rate__c	Populates the related project exchange rate fields in the resulting dataset.
Start Date	pse__Start_Date__c	Populates the Timecard Start Date field in the resulting dataset.
Status	pse__Status__c	Populates the Timecard Status field in the resulting dataset.
Total Billable Amount	pse__Total_Billable_Amount__c	Populates the Timecard Total Billable Amount field in the resulting dataset.
Total Cost	pse__Total_Cost__c	Populates the Timecard Total Cost field in the resulting dataset.
Total Days Worked	pse__Total_Days_Worked__c	Populates the Timecard Total Days Worked field in the resulting dataset.
Total Hours	pse__Total_Hours__c	Populates the Timecard Total Hours field in the resulting dataset.
Project	pse__Project__c	We use this field to look up the corresponding PSA object for the following fields Project.
Resource	pse__Resource__c	We use this field to look up the corresponding PSA object for the following fields Resource .

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

Augmented Fields

Object	Lookup Path	Field Label	Field API Name
Time Period		End Date	pse__End_Date__c
		Start Date	pse__Start_Date__c
		Time Period Name	Name
		Type	Type
Currency Type		Conversion Rate	ConversionRate
Resource		Department	Department
		External Resource	pse__External_Resource__c
		Name	Name
		Group	pse__Group__c
		Is Resource	pse__Is_Resource__c
		Is Resource Active	pse__Is_Resource_Active__c
		Last Date	pse__Last_Date__c
		Mailing City	MailingCity
		Mailing Country	MailingCountry
		Mailing State/Province	MailingState
		Practice	pse__Practice__c
		Region ID	pse__Region__c
		Resource Role	pse__Resource_Role__c
		Salesforce User	pse__Salesforce_User__c
		Start Date	pse__Start_Date__c
		Work Calendar	pse__Work_Calendar__c
	→ Resource → Region	Reversed ID Chain	pse__Reversed_ID_Chain__c
	→ Resource → Practice	Reversed Practice ID Chain	pse__Reversed_ID_Chain__c
	→ Resource → Group	Reversed Group ID Chain	pse__Reversed_ID_Chain__c
	→ Resource → User	Name	Name
		Full Photo URL	SalesforceUser.FullPhotoUrl
Project	→ Project → Account	Account Name	Name
		Annual Revenue	AnnualRevenue
		Employees	NumberOfEmployees
		Industry	Industry
		Type	Type
		Billing Country	BillingCountry
	→ Project → Region	Reversed Region ID Chain	pse__Reversed_ID_Chain__c
	→ Project → Practice	Reversed Practice ID Chain	pse__Reversed_ID_Chain__c
	→ Project → Group	Reversed Group ID Chain	pse__Reversed_ID_Chain__c
	→ Project → Time Period	End Date	pse__End_Date__c
		Start Date	pse__Start_Date__c
		Time Period Name	Name
		Type	pse__Type__c
	→ Project → Project Manager (Contact)	Name	Name
	→ Project → Opportunity	Name	Name
	→ Project → Project Source	Source Estimate	ffscpq__Source_Estimate__c
Opportunity	→ Account	Billing Country	BillingCountry
		ID	Id
		Industry	Industry
		Account Name	Name
		Type	Type
		Stage	StageName
Account		Account Name	Account_Name__c