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
Version__c
Version
+!!Version Name!!Name
-!!Baseline!!Baseline__c
-!!Batch Apex Job Id!!Batch_Apex_Job_Id__c
-!!Batch Process!!Batch_Process__c
-!!Notes!!Notes__c
-!!Project!!Project__c
-!!Status!!Status__c
+ Delete_Project_Version()
+ View_Project_Versions()
+ Create_Project_Version()
Version_Config__c
Version Config
+!!Version Config Name!!Name
-!!Default!!Default__c
-!!Fields To Include!!Capture_Config__c
-!!Summary!!Summary__c
-!!Unique Name!!Unique_Name__c
VersionItem_Assignment__c
Version Item Assignment
+!!Version Item Assignment Name!!Name
-!!Assignment Name!!Assignment_Name__c
-!!Assignment Number!!Assignment_Number__c
-!!Bill Rate!!Bill_Rate__c
-!!Billable!!Is_Billable__c
-!!Cost Rate!!Cost_Rate__c
-!!Cost Rate Amount!!Cost_Rate_Amount__c
-!!Cost Rate Currency Code!!Cost_Rate_Currency_Code__c
-!!End Date!!End_Date__c
-!!Location!!Location__c
-!!Milestone Id!!MilestoneId__c
-!!Milestone Name!!MilestoneName__c
-!!Original Created By Id!!OriginalCreatedById__c
-!!Original Created By Name!!OriginalCreatedByName__c
-!!Original Created Date!!OriginalCreatedDate__c
-!!Original Id!!OriginalId__c
-!!Original Last Modified By Id!!OriginalLastModifiedById__c
-!!Original Last Modified By Name!!OriginalLastModifiedByName__c
-!!Original Last Modified Date!!OriginalLastModifiedDate__c
-!!Original Owner Id!!OriginalOwnerId__c
-!!Original Owner Name!!OriginalOwnerName__c
-!!Percentage Allocated!!Percentage_Allocated__c
-!!Project Task Hours!!Project_Task_Hours__c
-!!Rate Card Id!!Rate_CardId__c
-!!Rate Card Name!!Rate_CardName__c
-!!Resource!!Resource__c
-!!Resource Id!!ResourceId__c
-!!Resource Name!!ResourceName__c
-!!Resource Request Id!!Resource_RequestId__c
-!!Resource Request Name!!Resource_RequestName__c
-!!Role!!Role__c
-!!Schedule Id!!ScheduleId__c
-!!Schedule Name!!ScheduleName__c
-!!Scheduled Hours!!Scheduled_Hours__c
-!!Start Date!!Start_Date__c
-!!Status!!Status__c
-!!Time Credited!!Time_Credited__c
-!!Time Excluded!!Time_Excluded__c
-!!Version!!Version__c
VersionItem_Assignment__c->Version__c
VersionItem_Budget__c
Version Item Budget
+!!Version Item Budget Name!!Name
-!!Account Id!!AccountId__c
-!!AccountName!!AccountName__c
-!!Amount!!Amount__c
-!!Approved!!Approved__c
-!!Billable!!Billable__c
-!!Billed!!Billed__c
-!!Budget Name!!Budget_Name__c
-!!Effective Date!!Effective_Date__c
-!!Expense Amount!!Expense_Amount__c
-!!Include In Financials!!Include_In_Financials__c
-!!Invoiced!!Invoiced__c
-!!Opportunity Id!!OpportunityId__c
-!!Opportunity Name!!OpportunityName__c
-!!Original Created By Id!!OriginalCreatedById__c
-!!Original Created By Name!!OriginalCreatedByName__c
-!!Original Created Date!!OriginalCreatedDate__c
-!!Original Id!!OriginalId__c
-!!Original Last Modified By Id!!OriginalLastModifiedById__c
-!!Original Last Modified By Name!!Original_Last_Modified_By_Name__c
-!!Original Last Modified Date!!OriginalLastModifiedDate__c
-!!Original Owner Name!!OriginalOwnerName__c
-!!OriginalOwnerId!!OriginalOwnerId__c
-!!Status!!Status__c
-!!Total Amount!!Total_Amount__c
-!!Transaction Id!!TransactionId__c
-!!Transaction Name!!TransactionName__c
-!!Type!!Type__c
-!!Version!!Version__c
VersionItem_Budget__c->Version__c
VersionItem_EstimatesVsActuals__c
Version Item Estimates Vs Actuals
+!!Version Item Estimates Vs Actuals Name!!Name
-!!Actual Days!!Actual_Days__c
-!!Actual Hours!!Actual_Hours__c
-!!Assignment Id!!AssignmentId__c
-!!Assignment Name!!AssignmentName__c
-!!End Date!!End_Date__c
-!!Estimated Days!!Estimated_Days__c
-!!Estimated Hours!!Estimated_Hours__c
-!!Estimates Vs Actuals Name!!EstimatesVsActualsName__c
-!!Original Created By Id!!OriginalCreatedById__c
-!!Original Created By Name!!OriginalCreatedByName__c
-!!Original Created Date!!OriginalCreatedDate__c
-!!Original Id!!OriginalId__c
-!!Original Last Modified By Id!!OriginalLastModifiedById__c
-!!Original Last Modified By Name!!OriginalLastModifiedByName__c
-!!Original Last Modified Date!!OriginalLastModifiedDate__c
-!!Original Owner Id!!OriginalOwnerId__c
-!!Original Owner Name!!OriginalOwnerName__c
-!!Resource Id!!ResourceId__c
-!!Resource Name!!ResourceName__c
-!!Start Date!!Start_Date__c
-!!Time Period Id!!TimePeriodId__c
-!!Time Period Name!!TimePeriodName__c
-!!Time Period Type!!Time_Period_Type__c
-!!Version!!Version__c
VersionItem_EstimatesVsActuals__c->Version__c
VersionItem_Milestone__c
Version Item Milestone
+!!Version Item Milestone Name!!Name
-!!Actual Date!!Actual_Date__c
-!!Approved!!Approved__c
-!!Approved for Billing!!Approved_for_Billing__c
-!!Bill Date!!Bill_Date__c
-!!Billed!!Billed__c
-!!Include In Financials!!Include_In_Financials__c
-!!Invoice Date!!Invoice_Date__c
-!!Log Milestone Cost As External!!Log_Milestone_Cost_As_External__c
-!!Milestone Amount!!Milestone_Amount__c
-!!Milestone Cost!!Milestone_Cost__c
-!!Milestone Name!!MilestoneName__c
-!!Original Created By Id!!OriginalCreatedById__c
-!!Original Created By Name!!OriginalCreatedByName__c
-!!Original Created Date!!OriginalCreatedDate__c
-!!Original Id!!OriginalId__c
-!!Original Last Modified By Id!!OriginalLastModifiedById__c
-!!Original Last Modified By Name!!OriginalLastModifiedByName__c
-!!Original Last Modified Date!!OriginalLastModifiedDate__c
-!!Original Owner Id!!OriginalOwnerId__c
-!!Original Owner Name!!OriginalOwnerName__c
-!!Planned Hours!!Planned_Hours__c
-!!Project Task Hours!!Project_Task_Hours__c
-!!Status!!Status__c
-!!Target Date!!Target_Date__c
-!!Total Number of Tasks!!Total_Number_of_Tasks__c
-!!Version!!Version__c
VersionItem_Milestone__c->Version__c
VersionItem_Phase__c
Version Item Phase
+!!Version Item Phase Name!!Name
-!!Description!!Description__c
-!!End Date!!End_Date__c
-!!Original Created By Id!!OriginalCreatedById__c
-!!Original Created By Name!!OriginalCreatedByName__c
-!!Original Created Date!!OriginalCreatedDate__c
-!!Original Id!!OriginalId__c
-!!Original Last Modified By Id!!OriginalLastModifiedById__c
-!!Original Last Modified By Name!!OriginalLastModifiedByName__c
-!!Original Last Modified Date!!OriginalLastModifiedDate__c
-!!Original Owner Id!!OriginalOwnerId__c
-!!Original Owner Name!!OriginalOwnerName__c
-!!Project Phase Name!!ProjectPhaseName__c
-!!Start Date!!Start_Date__c
-!!Version!!Version__c
VersionItem_Phase__c->Version__c
VersionItem_ProjectDetail__c
Version Item Project Detail
+!!Version Item Project Detail Name!!Name
-!!Account Id!!AccountId__c
-!!Account Name!!AccountName__c
-!!Active!!Is_Active__c
-!!Billable!!Is_Billable__c
-!!Billing Type!!Billing_Type__c
-!!End Date!!End_Date__c
-!!Group Id!!GroupId__c
-!!Group Name!!GroupName__c
-!!Opportunity Id!!OpportunityId__c
-!!Opportunity Name!!OpportunityName__c
-!!Original Created By Id!!OriginalCreatedById__c
-!!Original Created By Name!!OriginalCreatedByName__c
-!!Original Created Date!!OriginalCreatedDate__c
-!!Original Id!!OriginalId__c
-!!Original Last Modified By Id!!OriginalLastModifiedById__c
-!!Original Last Modified By Name!!OriginalLastModifiedByName__c
-!!Original Last Modified Date!!OriginalLastModifiedDate__c
-!!Original Owner Id!!OriginalOwnerId__c
-!!Original Owner Name!!OriginalOwnerName__c
-!!Practice Id!!PracticeId__c
-!!Practice Name!!PracticeName__c
-!!Project Manager Id!!Project_ManagerId__c
-!!Project Manager Name!!Project_ManagerName__c
-!!Project Name!!Project_Name__c
-!!Project Phase!!Project_Phase__c
-!!Project Status!!Project_Status__c
-!!Project Type!!Project_Type__c
-!!Region Id!!RegionId__c
-!!Region Name!!RegionName__c
-!!Stage!!Stage__c
-!!Start Date!!Start_Date__c
-!!Total Costs!!Total_Costs__c
-!!Version!!Version__c
VersionItem_ProjectDetail__c->Version__c
VersionItem_ResourceRequest__c
Version Item Resource Request
+!!Version Item Resource Request Name!!Name
-!!Account!!Account__c
-!!Assignment Id!!AssignmentId__c
-!!Assignment Name!!AssignmentName__c
-!!End Date!!End_Date__c
-!!Milestone Id!!MilestoneId__c
-!!Milestone Name!!MilestoneName__c
-!!Original Created By Id!!OriginalCreatedById__c
-!!Original Created By Name!!OriginalCreatedByName__c
-!!Original Created Date!!OriginalCreatedDate__c
-!!Original Id!!OriginalId__c
-!!Original Last Modified By Id!!OriginalLastModifiedById__c
-!!Original Last Modified By Name!!OriginalLastModifiedByName__c
-!!Original Last Modified Date!!OriginalLastModifiedDate__c
-!!Original Owner Id!!OriginalOwnerId__c
-!!Original Owner Name!!OriginalOwnerName__c
-!!Percent Allocated!!Percent_Allocated__c
-!!Request Priority!!Request_Priority__c
-!!Requested Bill Rate!!Requested_Bill_Rate__c
-!!Requested Hours!!SOW_Hours__c
-!!Resource Held!!Resource_Held__c
-!!Resource Id!!Staffer_ResourceId__c
-!!Resource Name!!Staffer_ResourceName__c
-!!Resource Request Id!!ResourceRequestId__c
-!!Resource Request Name!!Resource_Request_Name__c
-!!Resource Role!!Resource_Role__c
-!!Start Date!!Start_Date__c
-!!Status!!Status__c
-!!Suggested Resource Id!!ResourceId__c
-!!Suggested Resource Name!!ResourceName__c
-!!Version!!Version__c
VersionItem_ResourceRequest__c->Version__c
VersionItem_Task__c
Version Item Task
+!!Version Item Task Name!!Name
-!!Actual End Date and Time!!Actual_End_Date_Time__c
-!!Actual Hours!!Actual_Hours__c
-!!Actual Start Date and Time!!Actual_Start_Date_Time__c
-!!Assigned Resources!!Assigned_Resources__c
-!!Blocked!!Blocked__c
-!!Completed!!Completed__c
-!!End Date and Time!!End_Date_Time__c
-!!Estimated Hours!!Estimated_Hours__c
-!!Hierarchy Depth!!Hierarchy_Depth__c
-!!Hours Remaining!!Hours_Remaining__c
-!!Original Created By Id!!OriginalCreatedById__c
-!!Original Created By Name!!OriginalCreatedByName__c
-!!Original Created Date!!OriginalCreatedDate__c
-!!Original Id!!OriginalId__c
-!!Original Last Modified By Id!!OriginalLastModifiedById__c
-!!Original Last Modified By Name!!OriginalLastModifiedByName__c
-!!Original Last Modified Date!!OriginalLastModifiedDate__c
-!!Original Owner Id!!OriginalOwnerId__c
-!!Original Owner Name!!OriginalOwnerName__c
-!!Parent Task Id!!ParentTaskId__c
-!!Parent Task Name!!ParentTaskName__c
-!!Peer Order!!Order__c
-!!Percent Complete (Hours)!!Percent_Complete_Hours__c
-!!Points!!Points__c
-!!Project Task Name!!ProjectTaskName__c
-!!Start Date and Time!!Start_Date_Time__c
-!!Status!!Status__c
-!!Summary!!Summary__c
-!!Task Key Chain!!Task_Key_Chain__c
-!!Task Number!!Task_Number__c
-!!Version!!Version__c
VersionItem_Task__c->Version__c
VersionItem_Risk__c
Version Item Risk
+!!Version Item Risk Name!!Name
-!!Account Id!!AccountId__c
-!!Account Name!!AccountName__c
-!!Closed!!Closed__c
-!!Closed Date!!Closed_Date__c
-!!Comments!!Comments__c
-!!Contingency!!Contingency__c
-!!Date Raised!!Date_Raised__c
-!!Impact!!Impact__c
-!!Issue Id!!Issue_Id__c
-!!Issue Name!!Issue_Name__c
-!!Likelihood!!Likelihood__c
-!!Milestone Id!!MilestoneId__c
-!!Milestone Name!!MilestoneName__c
-!!Mitigation Plan!!Mitigation_Plan__c
-!!Opportunity Id!!OpportunityId__c
-!!Opportunity Name!!OpportunityName__c
-!!Original Id!!OriginalId__c
-!!Project Task Id!!ProjectTaskId__c
-!!Project Task Name!!ProjectTaskName__c
-!!Risk Description!!Risk_Description__c
-!!Risk Name!!Risk_Name__c
-!!Risk Number!!Risk_Number__c
-!!Risk Owner Id!!RiskOwnerId__c
-!!Risk Owner Name!!RiskOwnerName__c
-!!Severity!!Severity__c
-!!Status!!Status__c
-!!Version!!Version__c
VersionItem_Risk__c->Version__c
VersionItem_Issue__c
Version Item Issue
+!!Version Item Issue Name!!Name
-!!Account Id!!AccountId__c
-!!Account Name!!AccountName__c
-!!Action Plan!!Action_Plan__c
-!!Closed!!Closed__c
-!!Closed Date!!Closed_Date__c
-!!Comments!!Comments__c
-!!Date Raised!!Date_Raised__c
-!!Impact!!Impact__c
-!!Issue Description!!Issue_Description__c
-!!Issue Name!!Issue_Name__c
-!!Issue Number!!Issue_Number__c
-!!Issue Owner Id!!IssueOwnerId__c
-!!Issue Owner Name!!IssueOwnerName__c
-!!Milestone Id!!MilestoneId__c
-!!Milestone Name!!MilestoneName__c
-!!Opportunity Id!!OpportunityId__c
-!!Opportunity Name!!OpportunityName__c
-!!Original Id!!OriginalId__c
-!!Priority!!Priority__c
-!!Project Task Id!!ProjectTaskId__c
-!!Project Task Name!!ProjectTaskName__c
-!!Risk Id!!Risk_Id__c
-!!Risk Name!!Risk_Name__c
-!!Severity!!Severity__c
-!!Status!!Status__c
-!!Version!!Version__c
VersionItem_Issue__c->Version__c
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