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 Name exactly as shown.
Forecast Rollups
| Field Label | Description / Help Text | Type | Field Name | Details |
|---|---|---|---|---|
| RH Total Forecast Hours | The total of all hours inputted within the forecast matrix. | Number | RH_Total_Hours | Length: 16 Decimal Places: 2 Default Value: 0 |
| RH Total Forecast Amount | The total amount based on the sum of all forecast hours inputted multiplied by the assignment rate. | Currency | RH_Total_Amount | Length: 16 Decimal Places: 2 Default Value: 0 |
| RH Total Forecast Cost | The total cost based on the sum of all forecast hours inputted multiplied by individual resource cost rates. | Currency | RH_Total_Forecast_Cost | Length: 16 Decimal Places: 2 Default Value: 0 |
Actual Rollups
| Field Label | Description / Help Text | Type | Field Name | Details |
|---|---|---|---|---|
| RH Total Actual Hours | The total of all hours inputted within the actual and time tracking matrices. | Number | RH_Total_Actual_Hours | Length: 16 Decimal Places: 2 Default Value: 0 |
| RH Total Actual Amount | The total amount based on the sum of all actual hours inputted multiplied by the assignment rates. | Currency | RH_Total_Actual_Amount | Length: 16 Decimal Places: 2 Default Value: 0 |
| RH Total Actual Cost | The total cost based on the sum of all actual hours inputted multiplied by individual resource cost rates. | Currency | RH_Total_Actual_Cost | Length: 16 Decimal Places: 2 Default Value: 0 |
Comparison Fields
| Field Label | Description / Help Text | Type | Field Name | Details | Formula |
|---|---|---|---|---|---|
| RH Remaining Forecast Hours | A formula that calculates the difference between the Actual and Forecasted hours. | Formula – Number | RH_Remaining_Forecast_Hours | Length: 16 Decimal Places: 2 | RH_Total_Hours__c – RH_Total_Actual_Hours__c |
| RH Remaining Forecast Amount | A formula that calculates the difference between the Actual and Forecasted amount. | Formula – Currency | RH_Remaining_Forecast_Amount | Length: 16 Decimal Places: 2 | RH_Total_Amount__c – RH_Total_Actual_Amount__c |
| RH Remaining Forecast Cost | A formula that calculates the difference between the Actual and Forecasted cost. | Formula – Currency | RH_Remaining_Forecast_Cost | Length: 16 Decimal Places: 2 | RH_Total_Forecast_Cost__c – RH_Total_Actual_Cost__c |
Other Fields
| Field Label | Description / Help Text | Type | Field Name | Details | Formula |
|---|---|---|---|---|---|
| RH Blended Rate | A formula that calculates the blended rate by dividing the total Forecasted hours by the total Forecasted Amount. | Formula – Currency | Calculated_Blended_Rate | Length: 16 Decimal Places: 2 | IF(RH_Total_Hours__c > 0, RH_Total_Amount__c / RH_Total_Hours__c , 0) |
