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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 that the related parent opportunity is a services opportunity.
Is Services Opportunity		Indicates that 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.

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