Whether you’re managing a small team or overseeing a large-scale project, the RH Project object equips you with the necessary features to optimize efficiency and ensure successful project outcomes.
The RH Project detail page
The summary section contains fields to set key information about the project to include the start and end date, the assigned project manager, status, and budget information.
The Manage Assignments lightning component allows you to quickly add, update or remove resource assignments from a Project.
The Resource Hero Matrix interface works just like a spreadsheet and was designed to make entering forecasts or actuals over multiple dates as easy as possible.
Snapshots allow you to capture a point-in-time picture of your forecasts at the beginning or key stages of a project.
Rollups and calculated fields show information about the Project.
Inline report charts show Project data by month, resource, or role.
Track work against a project by entering hours, category and notes.
Project Fields
RH Projects includes a variety of rollup and calculation fields that give you insights into your project forecasts at the time the snapshot was created, allowing you to compare this information to current project data.
To Date Fields
Many rollups and calculations have both a standard and To Date variant. To Date fields include all data up to, and including, the current date and are recalculated when relevant changes are made to the underlying data (i.e. forecasts are updated) and on a nightly basis.
Percent Chart Fields
Many percent-based calculations have both a standard numeric and a chart visualization variant. Standard fields will be of type Formula (Percent) while the chart variants will be of type Formula (Text). Chart fields will also include a chart suffix in their API names.
Summary
Field Label
Type
Description / Help Text
Project Manager
Lookup (Resource)
The name of the project manager responsible for overseeing the project.
Status
Picklist
The current status of the project.
Estimated Completion %
Percent
Entered by the project manager, the percentage of the project that is estimated to be completed.
Snapshot
Lookup (Snapshot)
Select a snapshot related to this RH Project to enable comparison between the forecast data at the time the snapshot was created and the current forecasts.
Timeline
Field Label
Type
Description / Help Text
Start Date
Date
The date when the project is scheduled to begin.
End Date
Date
The date when the project is scheduled to be completed.
Days
Formula (Number)
The total number of days between the start date and end date.
Days Elapsed
Formula (Number)
The number of days that have passed since the project start date. The value will show as zero if today’s date is less than the start date.
% Days Elapsed
Formula (Percent)
The percentage of the total project duration that has elapsed. It is calculated based on the Start Date, End Date, and today’s date.
Days Remaining
Formula (Number)
The number of days left until the project end date. The value will show as zero if today’s date is past the end date.
% Days Remaining
Formula (Percent)
The percentage of the total project duration that remains. It is calculated based on the Start Date, End Date, and today’s date.
Budgeting
Field Label
Type
Description / Help Text
Budget
Currency
The total allocated budget for the project.
Budget Remaining
Formula (Currency)
The remaining budget for the project. It is calculated by subtracting the Actual Cost from the Budget.
% of Budget Used:
Formula (Percent)
The percentage of the total project budget that has been used. It is calculated by dividing the Actual Cost by the Budget.
Days Until Budget Depletion
Formula (Number)
The estimated number of days until the project budget is depleted. It is calculated by dividing the Budget Remaining by the Daily Burn Rate.
Hour Fields
Field Label
Type
Description / Help Text
Forecast Hours
Number
The total projected hours required for the entire duration of the project. It includes the forecasted hours for all resources assigned to the project.
Forecast Hours To Date
Number
The total projected hours required up to the current date, including forecasted hours for all assigned resources.
Actual Hours
Number
The total hours worked on the project to date. It sums the hours tracked by all resources assigned to the project.
Billable Hours
Number
The total hours worked on the project that are billable to the client. It aggregates the hours tracked by all billable resources assigned to the project.
Snapshot Hours
Number
A point-in-time capture of the forecasted hours for the project, based on the snapshot selected in the Snapshot field.
Snapshot Hours To Date
Number
A point-in-time capture of the forecasted hours up to the current date, based on the snapshot selected in the Snapshot field.
Hours-Based Calculations
Field Label
Type
Description / Help Text
Actual % of Forecast Hours
Formula (Percent)
The percentage of actual hours worked relative to the total forecasted hours. It shows how much of the forecasted hours have been utilized.
Actual % of Forecast Hours To Date
Formula (Percent)
The percentage of actual hours worked relative to the forecasted hours up to the current date.
Billable % of Forecast Hours
Formula (Percent)
The percentage of billable hours relative to the total forecasted hours. It shows how much of the forecasted hours have been utilized.
Billable % of Forecast Hours To Date
Formula (Percent)
The percentage of billable hours relative to the forecasted hours up to the current date.
Billable % of Actual Hours
Formula (Percent)
The percentage of billable hours relative to the actual hours worked. It shows how much of the actual hours have been billable.
Snapshot % of Forecast Hours
Formula (Percent)
The percentage of the forecasted hours captured in the snapshot, based on the snapshot selected in the Snapshot field.
Snapshot % of Forecast Hours To Date
Formula (Percent)
The percentage of the forecasted hours up to the current date captured in the snapshot, based on the snapshot selected in the Snapshot field.
Cost Fields
Field Label
Type
Description / Help Text
Forecast Cost
Currency
The total projected cost for the entire duration of the project. It is based on the forecasted hours and the cost rates for each resource assigned to the project.
Forecast Cost To Date
Currency
The total projected cost up to the current date, based on forecasted hours and resource cost rates.
Actual Cost
Currency
The total cost incurred for the project to date. It is calculated by multiplying the actual hours worked by the appropriate cost rate for each resource and summing these values.
Billable Cost
Currency
The total cost incurred for billable hours worked on the project. It is calculated by multiplying the billable hours worked by the appropriate cost rate for each resource and summing these values.
Snapshot Cost
Currency
A point-in-time capture of the forecasted costs for the project, based on the snapshot selected in the Snapshot field.
Snapshot Cost To Date
Currency
A point-in-time capture of the forecasted costs up to the current date, based on the snapshot selected in the Snapshot field.
Cost-Based Calculations
Field Label
Type
Description / Help Text
Actual % of Forecast Cost
Formula (Percent)
The Actual % of Forecast Cost field represents the percentage of actual costs incurred relative to the total forecasted costs. It shows how much of the forecasted cost has been realized.
Actual % of Forecast Cost To Date
Formula (Percent)
The Actual % of Forecast Cost To Date field represents the percentage of actual costs incurred relative to the forecasted costs up to the current date.
Snapshot % of Forecast Costs
Formula (Percent)
The percentage of the forecasted costs captured in the snapshot, based on the snapshot selected in the Snapshot field.
Snapshot % of Forecast Costs To Date
Formula (Percent)
The percentage of the forecasted costs up to the current date captured in the snapshot, based on the snapshot selected in the Snapshot field.
Amount / Revenue Fields
Field Label
Type
Description / Help Text
Forecast Amount
Currency
The total projected revenue for the entire duration of the project. It is based on the forecasted hours and the assignment bill rates for the project.
Forecast Amount To Date
Currency
The total projected revenue up to the current date, based on forecasted hours and assignment bill rates.
Actual Amount
Currency
The total possible revenue generated from the project to date, assuming all hours were billable. It is calculated by multiplying the actual hours worked by the bill rate for each resource assignment and summing these values.
Billable Amount
Currency
The total revenue generated from billable hours worked on the project. It is calculated by multiplying the billable hours worked by the bill rate for each resource assignment and summing these values.
Snapshot Amount
Currency
A point-in-time capture of the forecasted revenue for the project, based on the snapshot selected in the Snapshot field.
Snapshot Amount To Date
Currency
A point-in-time capture of the forecasted revenue up to the current date, based on the snapshot selected in the Snapshot field.
Amount / Revenue-based Calculations
Field Label
Type
Description / Help Text
Billable % of Forecast Amount
Formula (Percent)
The percentage of billable amounts relative to the total forecasted amount. It shows how much of the forecasted revenue has been realized.
Billable % of Forecast Amount To Date
Formula (Percent)
The percentage of billable amounts relative to the forecasted amount up to the current date.
Snapshot % of Forecast Amount
Formula (Percent)
The percentage of the forecasted amount captured in the snapshot, based on the snapshot selected in the Snapshot field.
Snapshot % of Forecast Amount To Date
Formula (Percent)
The percentage of the forecasted amount up to the current date captured in the snapshot, based on the snapshot selected in the Snapshot field.
Profit / Margin Fields
Field Label
Type
Description / Help Text
Planned Gross Profit
Formula (Currency)
The projected profitability of a particular project or venture. It is calculated by subtracting the Forecast Costs from the Forecast Amount.
Planned Gross Profit To Date
Formula (Currency)
The projected profitability of a particular project up to the current date. It is calculated by subtracting the Forecast Costs To Date from the Forecast Amount To Date.
Planned Gross Margin
Formula (Percent)
The percentage of forecasted profitability relative to the Forecast Amount. It is calculated by dividing the difference between Forecast Amount and Forecast Cost by the Forecast Amount.
Planned Gross Margin To Date
Formula (Percent)
The percentage of forecasted profitability relative to the Forecast Amount To Date. It is calculated by dividing the difference between Forecast Amount To Date and Forecast Costs To Date by the Forecast Amount To Date.
Gross Profit
Formula (Currency)
The actual profitability of a project. It is determined by subtracting the Actual Costs from the Billable Amount.
Gross Margin
Formula (Percent)
The actual profitability percentage relative to the Billable Amount. It is calculated by dividing the difference between Billable Amount and Actual Costs by the Billable Amount.
Rate Analysis Fields
Field Label
Type
Description / Help Text
Blended Cost Rate
Formula (Currency)
The average actual cost per hour of a project. It is calculated by dividing the total actual cost by the total actual hours.
Blended Bill Rate
Formula (Currency)
The average actual revenue per hour of a project. It is calculated by dividing the total billable amount by the total billable hours.
Blended Margin
Formula (Percent)
The actual profitability per hour. It is calculated by subtracting the Blended Cost Rate from the Blended Bill Rate.
Planned Blended Cost Rate
Formula (Currency)
The average forecasted cost per hour of a project. It is calculated by dividing the total forecast cost by the total forecast hours.
Planned Blended Cost Rate To Date
Formula (Currency)
The average forecasted cost per hour of a project up to the current date. It is calculated by dividing the total forecast cost to date by the total forecast hours to date.
Planned Blended Bill Rate
Formula (Currency)
The average forecasted revenue per hour of a project. It is calculated by dividing the total forecast amount by the total forecast hours.
Planned Blended Bill Rate To Date
Formula (Currency)
The average forecasted revenue per hour of a project up to the current date. It is calculated by dividing the total forecast amount to date by the total forecast hours to date.
Planned Blended Margin
Formula (Percent)
The forecasted profitability per hour. It is calculated by subtracting the Planned Blended Cost Rate from the Planned Blended Bill Rate.
Planned Blended Margin To Date
Formula (Percent)
The forecasted profitability per hour up to the current date. It is calculated by subtracting the Planned Blended Cost Rate To Date from the Planned Blended Bill Rate To Date.
Other Fields
Field Label
Type
Description / Help Text
Has Future Forecast Hours
Formula (Checkbox)
Used by backend logic to determine if To Date calculations need to be reprocessed during scheduled recalculations.
Has Snapshot Selected
Formula (Checkbox)
Formula field that checks if a value has been populated in the Snapshot field. It is used to show or hide various snapshot fields on the layout.
Is New
Formula (Checkbox)
Indicates if the project or record is newly created.
I’m the project manager
Formula (Checkbox)
Formula field that checks if the user related to the selected Project Manager is the current logged-in user.
To Date Last Updated
Formula (Date)
The date when To Date calculations were last updated.
Daily Burn Rate
Formula (Currency)
The average daily cost incurred for the project. It is calculated by dividing the Actual Cost by the Days Elapsed.
