Professional Services Automation Object Model Diagrams
G Budget__c Budget +!!Budget Name!!Name -!!Account!!Account__c -!!Admin Global Edit!!Admin_Global_Edit__c -!!Amount!!Amount__c -!!Approved!!Approved__c -!!Approved for Billing!!Approved_for_Billing__c -!!Approver!!Approver__c -!!Audit Notes!!Audit_Notes__c -!!Bill Date!!Bill_Date__c -!!Billable!!Billable__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 -!!Budget Header!!Budget_Header__c -!!DEPRECATED: Pre-Billed Amount!!PreBilledAmount__c -!!Description!!Description__c -!!Effective Date!!Effective_Date__c #!!Eligible for Billing!!Eligible_for_Billing__c -!!Exclude from Billing!!Exclude_from_Billing__c -!!Expense Amount!!Expense_Amount__c -!!Expense Transaction!!Expense_Transaction__c -!!Include In Financials!!Include_In_Financials__c -!!Invoice Date!!Invoice_Date__c -!!Invoice Number!!Invoice_Number__c -!!Invoiced!!Invoiced__c -!!Opportunity!!Opportunity__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 -!!Pre-Billed Amount!!Pre_Billed_Amount__c -!!Pre-Billed Transaction!!Pre_Billed_Transaction__c -!!Project!!Project__c -!!Status!!Status__c #!!Total Amount!!Total_Amount__c -!!Transaction!!Transaction__c -!!Type!!Type__c + Clear_Billing_Data() Expense__c Expense +!!Expense Number!!Name -!!Admin Global Edit!!Admin_Global_Edit__c -!!Amount!!Amount__c #!!Amount To Bill!!Amount_To_Bill__c #!!Amount To Reimburse!!Amount_To_Reimburse__c -!!Applied Expense Rate!!Applied_Expense_Rate__c -!!Approved!!Approved__c -!!Approved for Billing!!Approved_for_Billing__c -!!Approved for Vendor Payment!!Approved_for_Vendor_Payment__c -!!Assignment!!Assignment__c -!!Attachments moved to ER!!Attachments_moved_to_ER__c -!!Audit Notes!!Audit_Notes__c -!!Audit Notes History!!Audit_Notes_History__c -!!Bill Date!!Bill_Date__c -!!Bill Transaction!!Bill_Transaction__c -!!Billable!!Billable__c #!!Billable Amount!!Billable_Amount__c #!!Billable Fee Flat!!Billable_Fee_Flat__c -!!Billable Fee Flat Amount!!Billable_Fee_Flat_Amount__c -!!Billable Fee Percentage!!Billable_Fee_Percentage__c -!!Billed!!Billed__c -!!Billing Amount!!Billing_Amount__c -!!Billing Amount (Pre-Fee Subtotal)!!Billing_Amount_Pre_Fee_Subtotal__c -!!Billing Currency!!Billing_Currency__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 -!!Cost Transaction!!Cost_Transaction__c -!!Description!!Description__c -!!Distance!!Distance__c #!!Eligible for Billing!!Eligible_for_Billing__c -!!Exchange Rate (Billing Currency)!!Exchange_Rate_Billing_Currency__c -!!Exchange Rate (Incurred Currency)!!Exchange_Rate_Incurred_Currency__c -!!Exchange Rate (Reimbursement Currency)!!Exchange_Rate_Reimbursement_Currency__c -!!Exchange Rate (Resource-Defined)!!Exchange_Rate_Resource_Defined__c -!!Exclude from Billing!!Exclude_from_Billing__c -!!Expense Date!!Expense_Date__c -!!Expense Report!!Expense_Report__c -!!Expense Split Parent!!Expense_Split_Parent__c -!!Include In Financials!!Include_In_Financials__c -!!Incurred Tax!!Incurred_Tax__c -!!Incurred Tax Non-Billable!!Incurred_Tax_Non_Billable__c -!!Invoice Date!!Invoice_Date__c -!!Invoice Number!!Invoice_Number__c -!!Invoice Transaction!!Invoice_Transaction__c -!!Invoiced!!Invoiced__c -!!Lost Receipt!!Lost_Receipt__c -!!Milestone!!Milestone__c -!!Mobile Expense Reference ID!!Mobile_Expense_Reference_ID__c #!!Non-Billable Amount!!Non_Billable_Amount__c -!!Non-Billable Incurred Amount!!Non_Billable_Incurred_Amount__c #!!Non-Billable Incurred Subtotal!!Non_Billable_Incurred_Subtotal__c -!!Non-Reimbursable!!Non_Reimbursible__c -!!Notes!!Notes__c -!!Override Group!!Override_Group__c #!!Override Group Currency Code!!Override_Group_Currency_Code__c -!!Override Practice!!Override_Practice__c #!!Override Practice Currency Code!!Override_Practice_Currency_Code__c -!!Override Rate (Billing Currency)!!Override_Rate_Billing_Currency__c -!!Override Rate (Incurred Currency)!!Override_Rate_Incurred_Currency__c -!!Override Rate (Reimbursement Currency)!!Override_Rate_Reimbursement_Currency__c -!!Override Region!!Override_Region__c #!!Override Region Currency Code!!Override_Region_Currency_Code__c -!!Project!!Project__c -!!Project Methodology!!Project_Methodology__c -!!Project Phase!!Project_Phase__c -!!Rate Unit!!Rate_Unit__c -!!Recognition Method!!Recognition_Method__c -!!Reimbursement Amount!!Reimbursement_Amount__c -!!Reimbursement Amount In Project Currency!!Reimbursement_Amount_In_Project_Currency__c -!!Reimbursement Currency!!Reimbursement_Currency__c -!!Resource!!Resource__c -!!Revenue Transaction!!Revenue_Transaction__c -!!Split Expense!!Split_Expense__c -!!Split Notes!!Split_Notes__c -!!Status!!Status__c -!!Submitted!!Submitted__c -!!Synchronous Update Required!!Synchronous_Update_Required__c -!!Tax Type!!Tax_Type__c -!!Third-Party Expenses App Expense ID!!Third_Party_Expenses_App_Expense_ID__c -!!Type!!Type__c -!!Vendor Invoice Item!!Vendor_Invoice_Item__c + Edit_Expenses() + Ready_to_Submit() + Clear_Billing_Data() + Multiple_Expense_Entry_UI() + Admin_Edit() 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() Expense__c->Milestone__c Miscellaneous_Adjustment__c Miscellaneous Adjustment +!!Miscellaneous Adjustment Name!!Name -!!Admin Global Edit!!Admin_Global_Edit__c -!!Amount!!Amount__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 -!!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 -!!Description!!Description__c -!!Effective Date!!Effective_Date__c #!!Eligible for Billing!!Eligible_for_Billing__c -!!Exclude from Billing!!Exclude_from_Billing__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 -!!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 -!!Project!!Project__c -!!Recognition Method!!Recognition_Method__c -!!Status!!Status__c -!!Transaction!!Transaction__c -!!Transaction Category!!Transaction_Category__c -!!Vendor Account!!Vendor_Account__c -!!Vendor Invoice Item!!Vendor_Invoice_Item__c + Clear_Billing_Data() Timecard__c Timecard Split +!!Timecard Split Id!!Name -!!Approved!!Approved__c -!!Approved for Billing!!Approved_for_Billing__c -!!Approved for Vendor Payment!!Approved_for_Vendor_Payment__c -!!Assignment!!Assignment__c -!!Bill Date!!Bill_Date__c -!!Bill Transaction!!Bill_Transaction__c -!!Billable!!Billable__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 #!!Cost Rate Currency Code!!Cost_Rate_Currency_Code__c -!!Cost Rate Exchange Rate!!Cost_Rate_Exchange_Rate__c -!!Cost Transaction!!Cost_Transaction__c #!!Eligible for Billing!!Eligible_for_Billing__c -!!End Date!!End_Date__c -!!Est Vs Actuals!!Est_Vs_Actuals__c -!!Estimated Time To Completion!!Estimated_Time_To_Completion__c -!!Exclude from Billing!!Exclude_from_Billing__c -!!External Resource!!External_Resource__c -!!Friday Hours!!Friday_Hours__c -!!Friday Notes!!Friday_Notes__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 -!!Location - Fri!!Location_Fri__c -!!Location - Mon!!Location_Mon__c -!!Location - Sat!!Location_Sat__c -!!Location - Sun!!Location_Sun__c -!!Location - Thu!!Location_Thu__c -!!Location - Tue!!Location_Tue__c -!!Location - Wed!!Location_Wed__c -!!Milestone!!Milestone__c -!!Monday Hours!!Monday_Hours__c -!!Monday Notes!!Monday_Notes__c -!!Override Cost Group!!Override_Cost_Group__c -!!Override Cost Group Currency Code!!Override_Cost_Group_Currency_Code__c -!!Override Cost Practice!!Override_Cost_Practice__c -!!Override Cost Practice Currency Code!!Override_Cost_Practice_Currency_Code__c -!!Override Cost Region!!Override_Cost_Region__c -!!Override Cost Region Currency Code!!Override_Cost_Region_Currency_Code__c -!!Override Revenue Group!!Override_Revenue_Group__c -!!Override Revenue Group Currency Code!!Override_Revenue_Group_Currency_Code__c -!!Override Revenue Practice!!Override_Revenue_Practice__c -!!Override Revenue Practice Currency Code!!Override_Revenue_Practice_Currency_Code__c -!!Override Revenue Region!!Override_Revenue_Region__c -!!Override Revenue Region Currency Code!!Override_Revenue_Region_Currency_Code__c -!!Project!!Project__c -!!Project Exchange Rate!!Project_Exchange_Rate__c -!!Recognition Method!!Recognition_Method__c -!!Resource!!Resource__c -!!Revenue Transaction!!Revenue_Transaction__c -!!Saturday Hours!!Saturday_Hours__c -!!Saturday Notes!!Saturday_Notes__c -!!Start Date!!Start_Date__c -!!Status!!Status__c -!!Submitted!!Submitted__c -!!Sunday Hours!!Sunday_Hours__c -!!Sunday Notes!!Sunday_Notes__c -!!Synchronous Update Required!!Synchronous_Update_Required__c -!!Thursday Hours!!Thursday_Hours__c -!!Thursday Notes!!Thursday_Notes__c -!!Time Credited!!Time_Credited__c -!!Time Excluded!!Time_Excluded__c -!!Time Transaction!!Time_Transaction__c -!!Timecard Header!!Timecard_Header__c -!!Timecard Notes!!Timecard_Notes__c -!!Total Billable Amount!!Total_Billable_Amount__c -!!Total Cost!!Total_Cost__c -!!Total Days Worked!!Total_Days_Worked__c -!!Total Hours!!Total_Hours__c -!!Travel - Fri!!Travel_Fri__c -!!Travel - Mon!!Travel_Mon__c -!!Travel - Sat!!Travel_Sat__c -!!Travel - Sun!!Travel_Sun__c -!!Travel - Thu!!Travel_Thu__c -!!Travel - Tue!!Travel_Tue__c -!!Travel - Wed!!Travel_Wed__c #!!Travel?!!Travel__c -!!Tuesday Hours!!Tuesday_Hours__c -!!Tuesday Notes!!Tuesday_Notes__c -!!Vendor Invoice Item!!Vendor_Invoice_Item__c -!!Wednesday Hours!!Wednesday_Hours__c -!!Wednesday Notes!!Wednesday_Notes__c + Clear_Billing_Data() Timecard__c->Milestone__c Billing_Event_Item__c Billing Event Item Timecard__c->Billing_Event_Item__c Billing_Event_Item__c->Budget__c Billing_Event_Item__c->Expense__c Billing_Event_Item__c->Milestone__c Billing_Event_Item__c->Miscellaneous_Adjustment__c
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