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
Resource_Request__c
Resource Request
+!!Resource Request Id!!Name
#!!Account!!Account__c
#!!Account Link!!Account_Link__c
#!!AccountId!!AccountId__c
-!!Allow Candidates to Self-Nominate!!Allow_Candidates_to_Self_Nominate__c
-!!Assignment!!Assignment__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
-!!Eligible for Schedule Recalculation!!Eligible_for_Schedule_Recalculation__c
-!!End Date!!End_Date__c
-!!Exclude from Planners!!Exclude_from_Planners__c
-!!Exclude from Utilization!!Exclude_From_Utilization__c
-!!Group!!Group__c
-!!Information for Prospective Candidates!!Information_for_Prospective_Candidates__c
-!!Latitude (PSA)!!Latitude_PSA__c
-!!Longitude (PSA)!!Longitude_PSA__c
-!!Milestone!!Milestone__c
-!!Notes!!Notes__c
-!!Opportunity!!Opportunity__c
#!!Opportunity Probability (%)!!Opportunity_Probability__c
-!!Percent Allocated!!Percent_Allocated__c
-!!Planned Bill Rate!!Planned_Bill_Rate__c
-!!Practice!!Practice__c
-!!Preferred Schedule!!Preferred_Schedule__c
-!!Primary Skill Minimum Rating!!Primary_Skill_Minimum_Rating__c
-!!Primary Skill or Certification!!Primary_Skill_Certification__c
-!!Processing Stage!!Processing_Stage__c
-!!Project!!Project__c
-!!Rate Card!!Rate_Card__c
-!!Region!!Region__c
-!!Related Resource Request Staffed On!!Related_Resource_Request_Staffed_On__c
#!!Request Billable Amount!!Request_Billable_Amount__c
-!!Request Priority!!Request_Priority__c
-!!Requested Bill Rate!!Requested_Bill_Rate__c
-!!Requested Hours!!SOW_Hours__c
-!!Resource!!Staffer_Resource__c
-!!Resource Held!!Resource_Held__c
-!!Resource Request Name!!Resource_Request_Name__c
-!!Resource Request Set!!Resource_Request_Set__c
-!!Resource Role!!Resource_Role__c
-!!Self-Nomination Deadline!!Self_Nomination_Deadline__c
-!!Staffed Related Resource Request!!Staffed_Related_Resource_Request__c
-!!Staffer Approval Required!!Staffer_Approval_Required__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
-!!Suggested Resource!!Resource__c
-!!Update Related Resource Requests!!Update_Related_Resource_Requests__c
-!!Utilization Run!!Utilization_Run__c
-!!Work City (PSA)!!Work_City_PSA__c
-!!Work Country (PSA)!!Work_Country_PSA__c
-!!Work State/Province (PSA)!!Work_State_PSA__c
-!!Work Street (PSA)!!Work_Street_PSA__c
-!!Work Zip/Postal Code (PSA)!!Work_PostalCode_PSA__c
+ Search_Resources()
+ Assign_Selected_Held_Resource_Requests()
+ View_Unfilled_Resource_Requests()
+ Create_Resource_Request_Set()
+ OppAddResReqFromTemplate()
+ Load_in_Planners()
+ Request_Resources()
+ Reschedule_Resource_Requests()
+ Mass_Update_Resource_Requests()
+ Request_Resources_For_Project()
Resource_Request_Set__c
Resource Request Set
+!!Resource Request Set Name!!Name
-!!Account!!Account__c
-!!Master Resource Request!!Master_Resource_Request__c
-!!Opportunity!!Opportunity__c
-!!Project!!Project__c
-!!Staffed On!!Staffed_On__c
-!!Staffed Resource Request!!Staffed_Resource_Request__c
Resource_Request__c->Resource_Request_Set__c
Skill__c
Skill or Certification
Resource_Request__c->Skill__c
Contact
Contact
Resource_Request__c->Contact
Resource_Skill_Request__c
Resource Skill Request
+!!Resource Skill Request Number!!Name
-!!Desirable!!Desirable__c
-!!Match All!!Match_All__c
-!!Minimum Rating!!Minimum_Rating__c
-!!Primary!!Is_Primary__c
-!!Resource Request!!Resource_Request__c
-!!Skill or Certification!!Skill_Certification__c
#!!Skill or Certification!!Skill_or_Certification__c
#!!Skill Record Type!!Skill_Record_Type__c
-!!Skill Set!!Skill_Set__c
Resource_Skill_Request__c->Resource_Request__c
Resource_Skill_Request__c->Skill__c
RR_Milestone__c
Resource Request Milestone Junction
+!!RR Milestone Name!!Name
-!!Milestone!!Milestone__c
-!!Resource Request!!Resource_Request__c
RR_Milestone__c->Resource_Request__c
Candidate__c
Candidate
+!!Candidate Name!!Name
-!!Resource!!Resource__c
-!!Resource Request!!Resource_Request__c
Candidate__c->Resource_Request__c
Candidate__c->Contact
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