Here is a description of the PSA fields, Visualforce pages, and buttons 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 | |
|---|---|---|
| Forecast Curve | A lookup to the related Forecast Curve field. Used when a forecast curve is applied to an opportunity. For more information, see Enhanced Services Forecasting Overview and Managing Curves for Forecast Calculations. | |
| 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. | |
| Rate Card Percentage Discount | Sets the discount in percent applicable on a rate card's suggested bill rate when creating or updating a resource request or assignment on a project. | |
| Rate Card Discount Limit | Sets the rate card's minimum suggested bill rate to which the discount will be applied. | |
| Rate Card Set | Specifies the rate card set, composed of multiple separate rate cards, which determines which rate cards are applied to the 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. |
The following notes apply to the Opportunity Cost and Revenue Summary:
Key: R – Read-only.
| Field | Description | |
|---|---|---|
| Bill Rate | R |
Taken from the combined value of the Suggested Bill Rate Number and Suggested Bill Rate Currency Code fields on a resource request. |
| Cost Rate | R | Taken from the Average Cost Rate field on a resource request. If the resource request is a held resource request, the cost rate is taken from the Default Cost Rate field on the resource. If Default Cost Rate is Daily Rate is set to false on a resource, the Default Cost Rate is used. If, however, Default Cost Rate is Daily Rate is set to true on a resource, the cost rate is calculated as follows:
The cost rate value in the Totals row shows the average cost rate (Total Estimated Cost divided by Total Hours). |
| Estimated Cost | R | Total Hours multiplied by Cost Rate, broken down by role. |
| Estimated Margin % | R | Total Estimated Margin divided by the Total Estimated Revenue, expressed as a percentage. |
| Estimated Revenue | R | Total Hours multiplied by Bill Rate, broken down by role.
|
| Role | R | Lists the roles that appear on all relevant resource requests. If multiple resource requests are recorded for a single role, the values for Total Hours, Estimated Cost, and Estimated Revenue are totaled and displayed on one line, provided the following are the same:
|
| Total Estimated Cost | R | The sum of the values in the Estimated Cost column. |
| Total Estimated Margin | R | Total Estimated Revenue minus the Total Estimated Cost. |
| Total Estimated Revenue | R | The sum of the values in the Estimated Revenue column. |
| Total Hours | R | Total number of hours recorded on the relevant resource requests, taken from the Requested Hours field. |
| Button | Description |
|---|---|
| Apply Rate Card Discount | Enables you to apply a rate card discount to opportunity resource requests that have not been assigned or held. |