Custom Opportunity Fields

Here is a description of the PSA fields that you can add to the standard Salesforce Opportunity page layouts. Some of these fields may not be visible or editable at all times, or in all package combinations.

Field   Description
Is Change Request   Indicates whether this opportunity is a change requestA type of opportunity that you can create from an existing project..
Is Parent Opportunity Services   Indicates whether the related parent opportunity is a services opportunity.
Is Services Opportunity   Indicates whether this opportunity is a services opportunity.
Parent Opportunity   Lookup to an optional parent opportunity.
Pre-Billed Amount   Currency value of any services already billed for this opportunity.
Region/Practice/Group   Lookup to the related regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects..
Services Attached % From Products   Percentage rate of services attached from products. See notes.
Services Attached From Products   Currency value of any services attached from products.
Notes
The attached rate of a product represents how many complementary products are sold for each primary product. For example, the average number of DVD discs (complementary product) purchased for each DVD player (primary product) sold, or the number of console-specific video games purchased for each console sold.
In the services industry, the attach rate (or the Professional Services Capture Rate) represents the ratio between the revenue from products to revenue from services for that product.

Concept Information

Setting up the Application

Related Tasks

Actuals

Amending Configuration Values

Importing and Exporting Configuration

Currency

Managing Configuration

Configuration Settings

Data Management

Permission Controls

Managing Profiles, Security and Sharing

Managing Business Records

Creating Miscellaneous Adjustments

Setting up Accounts and Opportunities

Setting up Multiple Expense Entry

Backlog Calculation

Managing Profiles

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