Professional Services Automation Object Model Diagrams
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Objects
Assignment and Milestone
Backlog
Billing Batch
Billing Event Items
Billing Events
Budgets
Enhanced Forecasting Setup
Enhanced Services Forecasting
Expenses
Experiences
Groups
Permission Controls
Planner Filters
Practices
Project Tasks
Project Versions
Projects
Regions
Resource (Contact)
Resource Actuals
Resource Requests
Revenue Recognition Forecast Versioning
Revenue Recognition Forecasting
Risks and Issues
Schedule and Rate Card
SF Objects
Skills
Teams
Time and Calendar
Time Variance
Timecard and Assignment Settings
Timecard API
Timecards
Timer
Transactions
Utilization
Utilization Analytics
Vendor Invoices
G
Assignment__c
Assignment
+!!Assignment Name!!Name
-!!Action: Refresh EVA Hours From Timecards!!Action_Refresh_EVA_Hours_From_Timecards__c
-!!Action: Refresh Expense Roll-Ups!!Action_Refresh_Expense_Rollups__c
-!!Action: Refresh Hours From Schedule!!Action_Refresh_Hours_From_Schedule__c
-!!Action: Refresh Timecard Roll-Ups!!Action_Refresh_Timecard_Rollups__c
-!!Action: Sync with External Calendar!!Action_Sync_With_External_Calendar__c
-!!API Assignment Correlation ID!!API_Assignment_Correlation_Id__c
-!!Assignment Daily Notes!!Assignment_Daily_Notes__c
-!!Assignment Daily Notes Last Updated!!Assignment_Daily_Notes_Last_Updated__c
-!!Assignment Number!!Assignment_Number__c
#!!Average Cost Rate!!Average_Cost_Rate__c
-!!Average Cost Rate Currency Code!!Average_Cost_Rate_Currency_Code__c
-!!Average Cost Rate Number!!Average_Cost_Rate_Number__c
-!!Batch Sequence!!Batch_Sequence__c
#!!Batch Sequence Number!!Batch_Sequence_Number__c
-!!Bill Rate!!Bill_Rate__c
-!!Bill Rate is Daily Rate!!Daily_Bill_Rate__c
-!!Billable!!Is_Billable__c
-!!Billable Amount In Financials!!Billable_Amount_In_Financials__c
-!!Billable Amount Submitted!!Billable_Amount_Submitted__c
-!!Billable Days In Financials!!Billable_Days_In_Financials__c
-!!Billable Days Submitted!!Billable_Days_Submitted__c
-!!Billable Expenses In Financials!!Billable_Expenses_In_Financials__c
-!!Billable Expenses Submitted!!Billable_Expenses_Submitted__c
-!!Billable Hours In Financials!!Billable_Hours_In_Financials__c
-!!Billable Hours Submitted!!Billable_Hours_Submitted__c
-!!Closed for Expense Entry!!Closed_for_Expense_Entry__c
-!!Closed for Time Entry!!Closed_for_Time_Entry__c
#!!Cost Rate!!Cost_Rate__c
-!!Cost Rate Amount!!Cost_Rate_Amount__c
-!!Cost Rate Currency Code!!Cost_Rate_Currency_Code__c
-!!Cost Rate is Daily Rate!!Daily_Cost_Rate__c
-!!Daily Timecard Notes Required!!Daily_Timecard_Notes_Required__c
-!!Description!!Description__c
-!!Eligible for Schedule Recalculation!!Eligible_for_Schedule_Recalculation__c
#!!End Date!!End_Date__c
-!!Estimated Time To Completion!!Estimated_Time_To_Completion__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!Exclude from EVA Calculation!!Exclude_From_EVA_Calculation__c
-!!Exclude from External Calendar Sync!!Exclude_From_External_Calendar_Sync__c
-!!Exclude from Planners!!Exclude_from_Planners__c
-!!Exclude from Timecard Expense Rollups!!Exclude_From_Tc_Exp_Rollups__c
-!!Exclude from Utilization!!Exclude_From_Utilization__c
-!!Foundations Absence Correlation!!ERP_Absence_Correlation_Id__c
-!!Hours to Days Rule!!Hours_to_Days_Rule__c
-!!Location!!Location__c
-!!Milestone!!Milestone__c
-!!Nickname!!Nick_Name__c
-!!Non-Billable Days In Financials!!Non_Billable_Days_In_Financials__c
-!!Non-Billable Days Submitted!!Non_Billable_Days_Submitted__c
-!!Non-Billable Expenses In Financials!!Non_Billable_Expenses_In_Financials__c
-!!Non-Billable Expenses Submitted!!Non_Billable_Expenses_Submitted__c
-!!Non-Billable Hours In Financials!!Non_Billable_Hours_In_Financials__c
-!!Non-Billable Hours Submitted!!Non_Billable_Hours_Submitted__c
-!!Override Expense Group!!Override_Expense_Group__c
-!!Override Expense Practice!!Override_Expense_Practice__c
-!!Override Expense Region!!Override_Expense_Region__c
-!!Override RPG Audit Notes!!Override_RPG_Audit_Notes__c
-!!Override RPG Enabled!!Override_RPG_Enabled__c
-!!Override Timecard Cost Group!!Override_Timecard_Cost_Group__c
-!!Override Timecard Cost Practice!!Override_Timecard_Cost_Practice__c
-!!Override Timecard Cost Region!!Override_Timecard_Cost_Region__c
-!!Override Timecard Revenue Group!!Override_Timecard_Revenue_Group__c
-!!Override Timecard Revenue Practice!!Override_Timecard_Revenue_Practice__c
-!!Override Timecard Revenue Region!!Override_Timecard_Revenue_Region__c
-!!Percent Allocated!!Percent_Allocated__c
-!!Planned Bill Rate!!Planned_Bill_Rate__c
-!!Planned Hours!!Planned_Hours__c
#!!Planned Revenue (Hours)!!Planned_Revenue__c
-!!Project!!Project__c
-!!Project Task Hours!!Project_Task_Hours__c
-!!Projected Revenue!!Projected_Revenue__c
-!!Rate Card!!Rate_Card__c
-!!Resource!!Resource__c
-!!Resource Cost Rate Date!!Resource_Cost_Rate_Date__c
-!!Resource Request!!Resource_Request__c
-!!Role!!Role__c
-!!Schedule!!Schedule__c
-!!Schedule Updated!!Schedule_Updated__c
#!!Scheduled Days!!Scheduled_Days__c
#!!Scheduled Hours!!Scheduled_Hours__c
#!!Send to Third-Party Expenses Application!!Send_to_Third_Party_Expenses_Application__c
-!!Show Assignment Methodologies Only!!Show_Assignment_Methodologies_Only__c
-!!Show Assignment Milestones Only!!Show_Assignment_Milestones_Only__c
-!!Show Assignment Phases Only!!Show_Assignment_Phases_Only__c
-!!Source!!Source__c
#!!Start Date!!Start_Date__c
-!!Status!!Status__c
#!!Suggested Bill Rate!!Suggested_Bill_Rate__c
-!!Suggested Bill Rate Currency Code!!Suggested_Bill_Rate_Currency_Code__c
-!!Suggested Bill Rate Number!!Suggested_Bill_Rate_Number__c
-!!Team Member Swap Date!!Team_Member_Swap_Date__c
-!!Team Member Swapped Out!!Team_Member_Swapped_Out__c
-!!Team Schedule Slot!!Team_Schedule_Slot__c
-!!Team Schedule Slot Key!!Team_Schedule_Slot_Key__c
-!!Third-Party Expenses App Correlation ID!!Third_Party_Expenses_App_Correlation_ID__c
-!!Time Credited!!Time_Credited__c
-!!Time Excluded!!Time_Excluded__c
-!!Timecard External Costs In Financials!!Timecard_External_Costs_In_Financials__c
-!!Timecard External Costs Submitted!!Timecard_External_Costs_Submitted__c
-!!Timecard Internal Costs In Financials!!Timecard_Internal_Costs_In_Financials__c
-!!Timecard Internal Costs Submitted!!Timecard_Internal_Costs_Submitted__c
-!!Use for Syncing Time from Jira!!Default_Assignment_to_Sync_Jira_Worklog__c
-!!Use Project Currency For Resource Cost!!Use_Project_Currency_For_Resource_Cost__c
-!!Use Resource Currency For Resource Cost!!Use_Resource_Currency_For_Resource_Cost__c
-!!Use Resource Default Cost Rate!!Use_Resource_Default_Cost_Rate__c
-!!Use Resource Default Cost Rate as Daily!!Use_Resource_Default_Cost_Rate_as_Daily__c
-!!Utilization Run!!Utilization_Run__c
+ Link_To_Phases()
+ Close_Assignments()
+ Assign_Multiple_Projects()
+ Edit_Schedule()
+ Link_To_Methodologies()
+ Close_Assignment()
+ Assign_Resource()
+ Link_to_Milestones()
+ Reschedule_Assignments()
+ Assign_Multiple_Resources()
+ Zero_Schedule()
+ Assign_Multiple_Milestones_to_Assignments()
Milestone__c
Milestone
+!!Milestone Name!!Name
-!!% Hours Completed for Recognition!!Percent_Hours_Completed_For_Recognition__c
-!!Action: Refresh Expense Roll-Ups!!Action_Refresh_Expense_Rollups__c
-!!Action: Refresh Timecard Roll-Ups!!Action_Refresh_Timecard_Rollups__c
-!!Actual Date!!Actual_Date__c
-!!Admin Global Edit!!Admin_Global_Edit__c
-!!Apply Default Bill Rate to Timecard!!Apply_Default_Bill_Rate_to_Timecard__c
-!!Approved!!Approved__c
-!!Approved for Billing!!Approved_for_Billing__c
-!!Approved for Vendor Payment!!Approved_for_Vendor_Payment__c
-!!Approver!!Approver__c
-!!Audit Notes!!Audit_Notes__c
-!!Bill Date!!Bill_Date__c
-!!Bill Transaction!!Bill_Transaction__c
-!!Billable Amount In Financials!!Billable_Amount_In_Financials__c
-!!Billable Amount Submitted!!Billable_Amount_Submitted__c
-!!Billable Days In Financials!!Billable_Days_In_Financials__c
-!!Billable Days Submitted!!Billable_Days_Submitted__c
-!!Billable Expenses In Financials!!Billable_Expenses_In_Financials__c
-!!Billable Expenses Submitted!!Billable_Expenses_Submitted__c
-!!Billable Hours In Financials!!Billable_Hours_In_Financials__c
-!!Billable Hours Submitted!!Billable_Hours_Submitted__c
-!!Billed!!Billed__c
#!!Billing Event!!Billing_Event__c
#!!Billing Event Invoiced!!Billing_Event_Invoiced__c
-!!Billing Event Item!!Billing_Event_Item__c
#!!Billing Event Released!!Billing_Event_Released__c
#!!Billing Event Status!!Billing_Event_Status__c
-!!Billing Hold!!Billing_Hold__c
-!!Closed for Expense Entry!!Closed_for_Expense_Entry__c
-!!Closed for Time Entry!!Closed_for_Time_Entry__c
-!!Cost Transaction!!Cost_Transaction__c
-!!Default Bill Rate!!Default_Bill_Rate__c
-!!Default Bill Rate is Daily Rate!!Default_Bill_Rate_is_Daily_Rate__c
-!!Description!!Description__c
-!!Disable Project Task Hours Roll Up!!Disable_Project_Task_Hours_Roll_Up__c
#!!Eligible for Billing!!Eligible_for_Billing__c
-!!Estimated Time To Completion!!Estimated_Time_To_Completion__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!Exclude from Timecard Expense Rollups!!Exclude_From_Tc_Exp_Rollups__c
-!!Include In Financials!!Include_In_Financials__c
-!!Invoice Date!!Invoice_Date__c
-!!Invoice Number!!Invoice_Number__c
-!!Invoice Transaction!!Invoice_Transaction__c
-!!Invoiced!!Invoiced__c
-!!Log Milestone Cost As External!!Log_Milestone_Cost_As_External__c
-!!Milestone Amount!!Milestone_Amount__c
-!!Milestone Cost!!Milestone_Cost__c
-!!Non-Billable Days In Financials!!Non_Billable_Days_In_Financials__c
-!!Non-Billable Days Submitted!!Non_Billable_Days_Submitted__c
-!!Non-Billable Expenses In Financials!!Non_Billable_Expenses_In_Financials__c
-!!Non-Billable Expenses Submitted!!Non_Billable_Expenses_Submitted__c
-!!Non-Billable Hours In Financials!!Non_Billable_Hours_In_Financials__c
-!!Non-Billable Hours Submitted!!Non_Billable_Hours_Submitted__c
-!!Opportunity Product!!Opportunity_Product__c
-!!Override Project Group!!Override_Project_Group__c
#!!Override Project Group Currency Code!!Override_Project_Group_Currency_Code__c
-!!Override Project Practice!!Override_Project_Practice__c
#!!Override Project Practice Currency Code!!Override_Project_Practice_Currency_Code__c
-!!Override Project Region!!Override_Project_Region__c
#!!Override Project Region Currency Code!!Override_Project_Region_Currency_Code__c
-!!Planned Hours!!Planned_Hours__c
-!!Project!!Project__c
-!!Project Currency Exchange Rate!!Project_Currency_Exchange_Rate__c
-!!Project Task Hours!!Project_Task_Hours__c
-!!Recognition Method!!Recognition_Method__c
-!!Requires Customer Sign-off!!Requires_Customer_Sign_off__c
-!!Start Date!!Start_Date__c
-!!Status!!Status__c
-!!Target Date!!Target_Date__c
-!!Timecard External Costs In Financials!!Timecard_External_Costs_In_Financials__c
-!!Timecard External Costs Submitted!!Timecard_External_Costs_Submitted__c
-!!Timecard Internal Costs In Financials!!Timecard_Internal_Costs_In_Financials__c
-!!Timecard Internal Costs Submitted!!Timecard_Internal_Costs_Submitted__c
-!!Total Completed Points from Tasks!!Total_Completed_Points_from_Tasks__c
-!!Total Number of Completed Tasks!!Total_Number_of_Completed_Tasks__c
-!!Total Number of Tasks!!Total_Number_of_Tasks__c
-!!Total Points from Tasks!!Total_Points_from_Tasks__c
-!!Transaction!!Transaction__c
-!!Vendor Account!!Vendor_Account__c
-!!Vendor Invoice Item!!Vendor_Invoice_Item__c
+ Link_to_Assignments()
+ Clear_Billing_Data()
Assignment__c->Milestone__c
Proj__c
Project
Assignment__c->Proj__c
Milestone__c->Proj__c
Assignment_Milestone__c
Assignment Milestone
+!!Name!!Name
-!!Assignment!!Assignment__c
-!!Milestone!!Milestone__c
#!!Resource Id!!Resource_Id__c
+ New_Milestone_Assignment()
+ New_Assignment_Milestone()
Assignment_Milestone__c->Assignment__c
Assignment_Milestone__c->Milestone__c
Assignment_Daily_Note__c
Assignment Daily Note
+!!Assignment Daily Note Number!!Name
-!!Assignment!!Assignment__c
-!!Date!!Date__c
#!!LastModifiedByUsername!!LastModifiedByUsername__c
-!!Note!!Note__c
#!!Project!!Project__c
#!!Resource!!Resource__c
Assignment_Daily_Note__c->Assignment__c
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