Region, Practice and Group Fields

Here is a description of the fields on a regionClosedA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceClosedA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. or groupClosedA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. record.

Field   Description
Region/Practice/Group Name   Name of the RPGClosedAbbreviation of region, practice, group..
Region/Practice/Group Owner   Person in the RPG responsible for its management.
Include In Forecasting   Indicates whether this RPG's planned and actual numbers are to be included when forecasting for an RPG above it in the hierarchy.
Default Work Calendar   Default work calendar to use when working with resource schedules.

Current Period Plan

Field   Description
Planned Bookings     Fields that you can use to compare against actualsClosedTotals for a given time period..
Planned Internal Costs  
Planned Billings  
Planned External Costs  
Planned Margin  
Planned Utilization  
Plan: Last Update Date   Date on which the Current Period Plan fields were last updated.
Plan: Last Updated By   Name of the user who made the last change to the Current Period Plan fields.

Selected Time Period

To determine which actuals to display.

Field   Description
Action: Update Current Time Period   Indicates whether RPG numbers are to be updated within the current time periodClosedA period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong. when you save the RPG.
Current Time Period   Time period for which RPG numbers are calculated and displayed.
Current Time Period End Date   Last day of the current time period set on the RPG.

Actuals

Calculated actual values at a given point in time, based on selected time period, for the RPG.

Revenue Actuals

Key: R – Read-only.

Field   Description
Billed R Sum of billed amounts. Timecards; expenses, if billable, contribute to billed revenue after they are billed/invoiced; milestones contribute to billed and invoiced revenue after they are billed/invoiced.
Billings R Sum of ready-to-bill revenue from timecards, milestones, and miscellaneous adjustments.
Bookings R Booked revenue for the RPG. Budgets of type Customer PO and Customer PO Change Order contribute to bookings.
Expense Budget R Sum of expense budgets for the region, practice or group. The Expense Amount field of a budget contributes to this field if the budget is of type: Customer PO, Customer PO Change Order, Internal Budget or Internal Budget Change Request.
Internal Budget R Sum of internal budgets for the region, practice or group. The Amount field of a budget contributes to this field if the budget is of type: Internal Budget or Internal Budget Change Request.
Invoiced R Sum of invoiced amounts. Expenses, if billable, contribute to this field after they are billed/invoiced; milestones contribute to this field after they are billed/invoiced.
Pass-Through Billing R Sum of pass-through billings. Expenses, if billable, contribute to pass-through billings.
Revenue R Revenue is not calculated or rolled up. Enter a miscellaneous adjustmentClosedA catch-all business record that allows you to correct data entry errors or adjust transactions. of type "ready to bill revenue" to show revenue on the RPG actuals.

Cost Actuals

Key: R – Read-only.

Field   Description
Expense Costs   Sum of expenses. Expenses always contribute to expense costs, whether they are billable or not.
External Costs   Sum of external costs. External resource cost multiplied by timecardClosedA mechanism for logging time against a project or an assignment. hours, whether billable or not; milestones may contribute to flat external cost if the "External Cost" field is filled in, and the "Log Cost as External" checkbox is checked (e.g., when you count subcontractor fees as a flat cost amount that helped you reach the milestoneClosedA fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. and achieve the billings).
Internal Costs   Internal costs for the RPGClosedAbbreviation of region, practice, group.. Internal resource cost multiplied by timecard hours, whether billable or not.
Other Costs   Any other RPG costs from projects. From miscellaneous adjustments of transaction category "Other Cost," e.g., material costs. The Amount field of a budget also contributes to this field if the budget is of type Work Order or Work Order Change Request.
Total Costs   Total costs from all projects in the RPG (internal, external, expense and other costs from each projectClosedA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. in the RPG hierarchy).

Margin

Key: R – Read-only.

Field   Description
Margin   Billings minus total costs (internal, external, expenseClosedA record of expenses incurred by resources assigned to a project or opportunity. and other costs from each project in the RPG hierarchy).

Miscellaneous Adjustments

Miscellaneous adjustments may contribute to any bucket since the category of the amount is up to the user. If the category is Ready-To-Bill or Pass-through-Ready-to-Bill, then they may also contribute to billed and invoiced revenue after they are billed or invoiced.

Change Record

These fields record the user who last made changes to the actuals fields and when the change was made.

Field   Description
Actuals: Last Update Date   Date on which the Actuals fields were last updated.
Actuals: Last Updated By   Name of the user who made the last change to the Actuals fields.

Time Actuals

These fields are calculated by the system and represent actual values at a given point in time, based on selected time periodClosedA period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong..

Key: R – Read-only.

Field   Description
Billable Hours (External) R Hours from RPGClosedAbbreviation of region, practice, group. projectClosedA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. timecards marked billable for external resources (e.g., contractor doing billable customer work); not included in utilization calculation.
Billable Hours (Internal) R Hours from RPG project timecards marked billable for internal resources; counted towards numerator of utilization calculation.
Credited Hours R Hours from RPG timecards where the project has "Time Credited" checked, indicating hours for this project will count towards numerator of the utilization calculation.
Excluded Hours R Hours from RPG timecards where the project has "Time Excluded" checked, indicating hours for this project (optionally via configuration) be subtracted from denominator of the utilization calculation.
Non-Billable Hours (External) R Hours from RPG project timecards marked non-billable for external resources, e.g., contractor working on internal budget project; not included in the utilization calculation.
Non-Billable Hours (Internal) R Hours from RPG project timecards marked non-billable for internal resources; not included in utilization calculation.

Utilization

Field     Description
Hist Sch Utilization Billable Hours     Number of billable hours calculated from resource schedules before the Historical Utilization Cut-Off Date.
Hist Sch Utilization Credited Hours     Scheduled hours before the Historical Utilization Cut-Off Date from RPG timecards where the Time Credited checkbox is selected on the project, indicating hours for the project count towards numerator of the utilization calculation.
Hist Sch Utilization Excluded Hours     Scheduled hours before the Historical Utilization Cut-Off Date from RPG Timecards where the Time Excluded checkbox is selected on the project, indicating hours for the project are subtracted from denominator of utilization calculation.
Hist Sch Utilization Non Billable Hrs     Number of non-billable hours calculated from resource schedules before the Historical Utilization Cut-Off Date.
Historical Scheduled Held Hours     Number of hours from held resource requests where the Resource lookup field contains a value and the Resource Held checkbox is selected.
Historical Utilization   R Historical utilization calculated from the resource timecards and assignment schedule information. The formula for this field is:
(Billable Historical Timecard Hours + Credited Historical Timecard Hours) / (Historical Calendar Hours - Excluded Historical Timecard Hours).
Historical Utilization Billable Hours   R Billable hours calculated from the resource's timecards.
Historical Utilization Calendar Hours     The number of working hours for the resource for the historical utilization period calculated. For instance, if you calculate the historical utilization for the month of December on 2nd December, the Historical Utilization Calendar Hours will be 24 if the time period starts on the last day of November and the working calendar for the resource is 8 hours per day.
Historical Utilization Credited Hours     Historical hours from RPG timecards where the Time Credited checkbox is selected on the project, indicating hours for the project count towards numerator of the utilization calculation. These are hours that occur before the Historical Utilization Cut-Off Date.
Historical Utilization Excluded Hours     Hours from RPG timecards where the Time Excluded checkbox is selected on the project, indicating hours for this project are subtracted from denominator of utilization calculation. These are hours that occur before the Historical Utilization Cut-Off Date.
Historical Utilization Non Billable Hrs     Number of non billable hours calculated from timecards before the Historical Utilization Cut-Off Date.
Historical Utilization Target   R Percentage utilization target for the resource during the selected time period. The formula for this field is:
Historical Utilization Target Hours / Historical Utilization Calendar Hours * 100.
Historical Utilization Target Attainment   R Percentage indicating how much of their historical utilization target, the resource actually achieved during the time period selected. The formula for this field is:
Historical Utilization / Historical Utilization Target.
Historical Utilization Target Hours     Target hours to be worked by the resource during the time period. This does not include hours in the future.
Scheduled Held Hours     Number of hours from held resource requests where the Resource lookup field contains a value and the Resource Held checkbox is selected.
Scheduled Utilization     The scheduled utilization percentage for the current time period. The formula for this field is:
(Scheduled Billable Hours + Scheduled Credited Hours) / (Scheduled Calendar Hours - Scheduled Excluded Hours).
Scheduled Utilization Billable Hours     The scheduled utilization billable hours total for the current time period.
Scheduled Utilization Calendar Hours     The scheduled utilization calendar hours total for the current time period.
Scheduled Utilization Credited Hours     Scheduled hours after the Historical Utilization Cut-Off Date from RPG timecards where the Time Credited checkbox is selected on the project, indicating hours for the project count towards numerator of the utilization calculation.
Scheduled Utilization Excluded Hours     Scheduled hours after the Historical Utilization Cut-Off Date from RPG timecards where the Time Excluded checkbox is selected on the project, indicating hours for this project are subtracted from denominator of utilization calculation.
Scheduled Utilization Target     Percentage scheduled utilization target for the resource during the selected time period. The formula for this field is:
Scheduled Utilization Target Hours / Scheduled Utilization Calendar Hours.
Scheduled Utilization Target Attainment     Percentage indicating how much of their scheduled utilization target, the resource will achieve during the time period selected. The formula for this field is:
Scheduled Utilization / Scheduled Utilization Target.
Scheduled Utilization Target Hours     Target hours to be worked by the resource during the time period. This does not include hours in the past.
Scheduled_Utilization_Non_Billable_Hrs     Number of non-billable hours calculated from resource schedules after the Historical Utilization Cut-Off Date.
Utilization   R Percentage indicating the overall utilization including scheduled and historical utilization. The formula for this field is:
(Scheduled Billable Hours + Historical Billable Hours + Scheduled Credited Hours + Historical Credited Hours) / (Scheduled Calendar Hours + Historical Calendar Hours - Scheduled Excluded Hours - Historical Excluded Hours).
Note: Note
This field must have the API name pse__Total_Utilization__c.
Utilization Target     A target percentage of utilization for this resource. The formula for this field is:
Utilization Target Hours / ( Historical Calendar Hours + Scheduled Calendar Hours.
Utilization Target Attainment     Overall historical and scheduled utilization percentage for the current time period divided by Utilization Target. The formula for this field is:
Utilization / Utilization Target Average.
Utilization Target Hours     The scheduled and historical target utilization hours.
Utilization: Last Calculation Date   R Date when last utilization calculation was run.
Utilization: Last Update Date     Date on which the Utilization fields were last updated.
Utilization: Last Updated By     Name of the user who made the last change to the Utilization fields.

Backlog

Field   Description
Scheduled Time   Value of scheduled time backlog. This value depends on the time period. For instance if the backlog is calculated for all time periods, the value includes all time periods up to the end of the last assignment.
Scheduled Milestone   Value of scheduled milestone backlog.This value depends on the time period. For instance if the backlog is calculated for all time periods, the value includes all time periods up to the end of the last future milestone.
Unscheduled Backlog   Value of unscheduled hours backlog. This is revenue from work that is not yet assigned to resources on projects for a region, practice or group during a time period.
Scheduled Backlog Calculated Date   Start date of scheduled backlog calculation (usually today).
Scheduled Backlog End Date   End date of scheduled backlog calculation.
Inactive Project Backlog   The amount of backlog (bookings - billings) that was made inactive when a contained project (including projects from sub-regions) became inactive. For parent regions, this is a cumulative value.
Backlog: Last Update Date   Date on which the Backlog fields were last updated.
Backlog: Last Updated By   Name of the user who made the last change to the Backlog fields.

 Region/Practice/Group Hierarchy

Field Description
Parent Region/Practice/Group RPG parent. The next level up in the hierarchy.
Region/Practice/Group Name Chain System-generated chain for linking to the RPG.
Headquarters Region/Global Practice/Top Group Highest RPG in the chain.
Region/Practice/Group ID Chain System-generated chain for linking to the RPG.
Hierarchy Depth Level down in the hierarchy of this RPG.
Custom Links Any custom links your organization may have added.

Optional Related Lists