RPG Plan Fields

Here is a description of the fields on a Region/Practice/Group Plan.

Information

Key: * – Mandatory field; R – Read-only.

Field			Description
Currency	*		Currency of the plan.
Region/Practice/Group	*		Region/Practice/Group to which the plan applies.
Region/Practice/Group Owner			Owner of the Region/Practice/Group.
Region/Practice/Group Plan For			Region/Practice/Group name and time period name.
Start/End Date			Start/End Date of the Region/Practice/Group plan.
Time Period	*		Time period to which the plan applies.
Time Period Type		R	Type of time period to which the Time Period belongs.
Unique Name			Unique name of the Region/Practice/Group plan.

Plan

Field	Description
Planned Bookings	Planned numbers for the Region/Practice/Group in the Time Period.
Planned Billings
Planned External Costs
Planned Internal Costs
Planned Margin
Planned Revenue
Planned Utilization

Note

These are fields are not validated (other than for format) or used in any formulas at this time; they are for simple planning purposes only. You can set Salesforce field-level security on these fields if required.