Purpose The Project Revenue (& Cost) fact tables are designed to display quantitative data related to the revenues (and costs) associated with projects. This table integrates with dimension tables, such as project_details and client_details, to provide detailed insights into the financial performance of projects. The primary purpose is to support project management and strategic decision-making … Read more
Purpose For the calculation of Project Forecast Use Case Owner: Martyn ColeTypical Use Case: Project Reporting PortalStyle: Fact Please use project.forecast Source Key Parameters CompanyProjectCustomer Sample Exec Response SEQ Dates Entity Measures Codes Project Other Codes SQL
Purpose The Project Time (& Expenses) fact tables are designed to display quantitative data related to the time and (expenses) associated with projects. This table integrates with dimension tables, such as project_details and employee_details to provide detailed insights into the utilisation of resources and the costs incurred. The primary purpose is to support project management … Read more
Purpose For the calculation of Resource Utilisation Use Case Owner: Martyn ColeTypical Use Case: Project Reporting PortalStyle: Fact Code & Source related to Resource.Capacity Source Key Parameters CompanyResourceProject Sample Exec Response SEQ Entity Dates Measures Codes SQL
Purpose For the calculation of Resource Utilisation Use Case Owner: Martyn ColeTypical Use Case: Project Reporting PortalStyle: Fact Code & Source related to Resource.Activity Source Key Parameters CompanyResource Sample Exec Response SEQ Entity Dates Measures Codes SQL
Purpose For the Calculation of Resource Utilisation Use Case Owner: Martyn ColeTypical Use Case: Project Reporting PortalStyle: Fact Code & Source related to Resource.Capacity Source Key Parameters CompanyResourceAbsence Group Sample Exec Response SEQ Entity Dates Measures Codes Resource Other Codes SQL
The Projects entity and its related entities are exclusive to PSA. Project is the top-level entity that is used to capture the work and cost side of operations. Here is a list of the related entities:
When you approve a timesheet or expense, or invoice a contract in PSA, the business transaction is captured in the Actual entity. This entity can serve as the basis for almost all finance-related reports in PSA. The Actual entity captures the cost and sales transactions for the business event. It also captures many relevant attributes. When you’re working with … Read more
Project resources use the Bookable Resource entities from Universal Resource Scheduling (URS) that are shared with other apps, such as Microsoft Dynamics 365 Field Service. Here is a list of the entities that you might have to use when you report on project resources: