Resource Hero Rollup Fields

The following Resource Hero rollup fields, when created on your custom object, will be automatically kept up to date by Resource Hero.  While you could choose whatever you like for the field Label, take special care to copy the field names exactly as is listed.

Forecast Rollups

NameDescription / Help TextTypeField NameDetails
RH Total Forecast HoursThe total of all hours inputted within the forecast matrix.NumberRH_Total_HoursLength:  16
Decimal Places:  2
Default Value:  0
RH Total Forecast AmountThe total amount based on the sum of all forecast hours inputted multiplied by the assignment rate.CurrencyRH_Total_AmountLength:  16
Decimal Places:  2
Default Value:  0
RH Total Forecast CostThe total cost based on the sum of all forecast hours inputted multiplied by individual resource cost rates.CurrencyRH_Total_Forecast_CostLength:  16
Decimal Places:  2
Default Value:  0

Actual Rollups

NameDescription / Help TextTypeField NameDetails
RH Total Actual HoursThe total of all hours inputted within the actual and time tracking matrices.NumberRH_Total_Actual_HoursLength:  16
Decimal Places:  2
Default Value:  0
RH Total Actual AmountThe total amount based on the sum of all actual hours inputted multiplied by the assignment rates.CurrencyRH_Total_Actual_AmountLength:  16
Decimal Places:  2
Default Value:  0
RH Total Actual CostThe total cost based on the sum of all actual hours inputted multiplied by individual resource cost rates.CurrencyRH_Total_Actual_CostLength:  16
Decimal Places:  2
Default Value:  0

Comparison Fields

NameDescription / Help TextTypeField NameDetailsFormula
RH Remaining Forecast HoursA formula that calculates the difference between the Actual and Forecasted hours.Formula – NumberRH_Remaining_Forecast_HoursLength:  16
Decimal Places:  2 
RH_Total_Hours__c – RH_Total_Actual_Hours__c
RH Remaining Forecast AmountA formula that calculates the difference between the Actual and Forecasted amount. Formula – CurrencyRH_Remaining_Forecast_AmountLength:  16
Decimal Places:  2 
RH_Total_Amount__c – RH_Total_Actual_Amount__c
RH Remaining Forecast CostA formula that calculates the difference between the Actual and Forecasted cost.Formula – CurrencyRH_Remaining_Forecast_CostLength:  16
Decimal Places:  2 
RH_Total_Forecast_Cost__c – RH_Total_Actual_Cost__c

Other Fields

NameDescription / Help TextTypeField NameDetailsFormula
RH Blended RateA formula that calculates the blended rate by dividing the total Forecasted hours by the total Forecasted Amount. Formula – CurrencyCalculated_Blended_RateLength:  16
Decimal Places:  2 
IF(RH_Total_Hours__c > 0, RH_Total_Amount__c / RH_Total_Hours__c , 0)

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