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
Contact
Contact
-!!Action: Calculate Utilization!!Action_Calculate_Utilization__c
-!!Action: Update Current Time Period!!Action_Update_Current_Time_Period__c
-!!Actuals: Last Update Date!!Actuals_Last_Update_Date__c
-!!Actuals: Last Updated By!!Actuals_Last_Updated_By__c
-!!Allow Timecards Without Assignment!!Allow_Timecards_Without_Assignment__c
-!!API Resource Correlation ID!!API_Resource_Correlation_Id__c
-!!Billable Hours (External)!!Billable_External_Hours__c
-!!Billable Hours (Internal)!!Billable_Internal_Hours__c
-!!Billed!!Billed__c
-!!Billings!!Billings__c
-!!Bookings!!Bookings__c
-!!Credited Hours!!Credited_Non_Billable_Internal_Hours__c
-!!Current Time Period!!Current_Time_Period__c
-!!Current Time Period End Date!!Current_Time_Period_End_Date__c
-!!Default Cost Rate!!Default_Cost_Rate__c
-!!Default Cost Rate is Daily Rate!!Daily_Default_Cost_Rate__c
-!!Employment Status!!Employment_Status__c
-!!Employment Status Effective Date!!Employment_Status_Effective_Date__c
-!!Exclude From Missing Timecards!!Exclude_From_Missing_Timecards__c
-!!Exclude from Resource Planner!!Exclude_from_Resource_Planner__c
-!!Exclude from Time Calculations!!Exclude_From_Time_Calculations__c
-!!Exclude From Time Variance Calculations!!Exclude_From_Time_Variance__c
-!!Excluded Hours!!Excluded_Hours__c
-!!Expense Budget!!Expense_Budget__c
-!!Expense Costs!!Expense_Costs__c
-!!External Costs!!External_Costs__c
-!!External Resource!!External_Resource__c
-!!Foundations Worker Correlation!!ERP_Worker_Correlation_Id__c
-!!Group!!Group__c
-!!Hist Sch Utilization Billable Hours!!Hist_Sch_Utilization_Billable_Hours__c
-!!Hist Sch Utilization Credited Hours!!Hist_Sch_Utilization_Credited_Hours__c
-!!Hist Sch Utilization Excluded Hours!!Hist_Sch_Utilization_Excluded_Hours__c
-!!Hist Sch Utilization Held Hours!!Hist_Sch_Utilization_Held_Hours__c
-!!Hist Sch Utilization Non Billable Hrs!!Hist_Sch_Utilization_Non_Billable_Hrs__c
-!!Historical Utilization!!Historical_Utilization__c
-!!Historical Utilization Billable Hours!!Historical_Utilization_Billable_Hours__c
-!!Historical Utilization Calendar Hours!!Historical_Utilization_Calendar_Hours__c
-!!Historical Utilization Credited Hours!!Historical_Utilization_Credited_Hours__c
-!!Historical Utilization Excluded Hours!!Historical_Utilization_Excluded_Hours__c
-!!Historical Utilization Non Billable Hrs!!Historical_Utilization_Non_Billable_Hrs__c
#!!Historical Utilization Target!!Historical_Utilization_Target__c
#!!Historical Utilization Target Attainment!!Historical_Utilization_Target_Attainment__c
-!!Historical Utilization Target Hours!!Historical_Utilization_Target_Hours__c
-!!Internal Budget!!Internal_Budget__c
-!!Internal Costs!!Internal_Costs__c
-!!Invoiced!!Invoiced__c
-!!Is Resource!!Is_Resource__c
-!!Is Resource Active!!Is_Resource_Active__c
-!!Jira Correlation ID!!Jira_Correlation_Username__c
-!!Last Date!!Last_Date__c
-!!Latitude (PSA)!!Latitude_PSA__c
-!!Longitude (PSA)!!Longitude_PSA__c
#!!Margin!!Margin__c
-!!Non-Billable Hours (External)!!Non_Billable_External_Hours__c
-!!Non-Billable Hours (Internal)!!Non_Billable_Internal_Hours__c
-!!Other Costs!!Other_Costs__c
-!!Pass-Through Billings!!Pass_Through_Billings__c
-!!Practice!!Practice__c
-!!Pre-Billed!!Pre_Billed__c
-!!Region!!Region__c
-!!Resource Role!!Resource_Role__c
-!!Revenue!!Revenue__c
-!!Salesforce User!!Salesforce_User__c
-!!Scheduled Utilization!!Scheduled_Utilization__c
-!!Scheduled Utilization Billable Hours!!Scheduled_Utilization_Billable_Hours__c
-!!Scheduled Utilization Calendar Hours!!Scheduled_Utilization_Calendar_Hours__c
-!!Scheduled Utilization Credited Hours!!Scheduled_Utilization_Credited_Hours__c
-!!Scheduled Utilization Excluded Hours!!Scheduled_Utilization_Excluded_Hours__c
-!!Scheduled Utilization Held Hours!!Scheduled_Utilization_Held_Hours__c
-!!Scheduled Utilization Non Billable Hrs!!Scheduled_Utilization_Non_Billable_Hrs__c
#!!Scheduled Utilization Target!!Scheduled_Utilization_Target__c
#!!Scheduled Utilization Target Attainment!!Scheduled_Utilization_Target_Attainment__c
-!!Scheduled Utilization Target Hours!!Scheduled_Utilization_Target_Hours__c
#!!Send to Third-Party Expenses Application!!Send_to_Third_Party_Expenses_Application__c
-!!Start Date!!Start_Date__c
-!!Sync with Jira!!Sync_with_Jira__c
#!!Total Costs!!Total_Costs__c
-!!Total Time Period Hours!!Total_Time_Period_Hours__c
-!!Utilization!!Total_Utilization__c
-!!Utilization Target!!Utilization_Target__c
#!!Utilization Target Attainment!!Utilization_Target_Attainment__c
#!!Utilization Target Average!!Utilization_Target_Average__c
-!!Utilization Target Hours!!Utilization_Target_Hours__c
-!!Utilization: Last Calculation Date!!Utilization_Calculation_Date__c
-!!Utilization: Last Update Date!!Utilization_Last_Update_Date__c
-!!Utilization: Last Updated By!!Utilization_Last_Updated_By__c
-!!Work Calendar!!Work_Calendar__c
+ Resource_Planner_Group()
+ Resource_Planner()
+ Resource_Planner_Detail()
+ Resource_Planner_Practice()
+ Calculate_Utilization()
Resource_Change__c
Resource Change
+!!Resource Change Name!!Name
-!!Change Date!!Change_Date__c
-!!New Group!!New_Group__c
-!!New Is Resource!!New_Is_Resource__c
-!!New Is Resource Active!!New_Is_Resource_Active__c
-!!New Practice!!New_Practice__c
-!!New Region!!New_Region__c
-!!New Resource Role!!New_Resource_Role__c
-!!New Utilization Target!!New_Utilization_Target__c
-!!New Work Calendar!!New_Work_Calendar__c
-!!Old Group!!Old_Group__c
-!!Old Is Resource!!Old_Is_Resource__c
-!!Old Is Resource Active!!Old_Is_Resource_Active__c
-!!Old Practice!!Old_Practice__c
-!!Old Region!!Old_Region__c
-!!Old Resource Role!!Old_Resource_Role__c
-!!Old Utilization Target!!Old_Utilization_Target__c
-!!Old Work Calendar!!Old_Work_Calendar__c
-!!Resource!!Resource__c
Resource_Change__c->Contact
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