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
Est_Vs_Actuals__c
Est Vs Actuals
+!!Est Vs Actuals Name!!Name
#!!Actual Average Bill Rate!!Actual_Average_Bill_Rate__c
-!!Actual Billable Amount!!Actual_Billable_Amount__c
-!!Actual Days!!Actual_Days__c
-!!Actual Days (Aggregated)!!Actual_Days_Aggregated__c
-!!Actual Hours!!Actual_Hours__c
-!!Assignment!!Assignment__c
#!!Days Percent Variance!!Days_Percent_Variance__c
#!!Days Variance!!Days_Variance__c
-!!End Date!!End_Date__c
-!!Estimated Days!!Estimated_Days__c
-!!Estimated Hours!!Estimated_Hours__c
#!!Hours Percent Variance!!Percent_Variance__c
#!!Hours Variance!!Variance__c
-!!Project!!Project__c
-!!Project Currency Exchange Rate!!Project_Currency_Exchange_Rate__c
-!!Project Manager!!Project_Manager__c
-!!Resource!!Resource__c
-!!Resource Request!!Resource_Request__c
-!!Resource Request Bill Rate!!Resource_Request_Bill_Rate__c
-!!Resource Request Days!!Resource_Request_Days__c
-!!Resource Request Hours!!Resource_Request_Hours__c
#!!Scheduled Bill Rate!!Scheduled_Bill_Rate__c
#!!Scheduled Bill Rate is Daily Rate!!Scheduled_Bill_Rate_is_Daily_Rate__c
-!!Start Date!!Start_Date__c
-!!Time Period!!Time_Period__c
-!!Time Period Type!!Time_Period_Type__c
-!!Timecards Submitted!!Timecards_Submitted__c
Proj__c
Project
Est_Vs_Actuals__c->Proj__c
Assignment__c
Assignment
Est_Vs_Actuals__c->Assignment__c
Missing_Timecard__c
Missing Timecard
+!!Missing Timecard Name!!Name
-!!Date Timecard Entered!!Date_Timecard_Entered__c
-!!Include Sublevels!!Include_Sublevels__c
-!!Missing Timecard Calculation!!Missing_Timecard_Calculation__c
-!!Resource!!Resource__c
-!!Week End Date!!End_Date__c
-!!Week Start Date!!Start_Date__c
+ Schedule_Missing_Timecard()
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->Est_Vs_Actuals__c
Timecard_Header__c
Timecard
+!!Timecard Id!!Name
-!!Additional Notes!!Additional_Notes__c
-!!Admin Global Edit!!Admin_Global_Edit__c
-!!Approved!!Approved__c
-!!Approver!!Approver__c
-!!Assignment!!Assignment__c
-!!Audit Notes!!Audit_Notes__c
-!!Audit Notes History!!Audit_Notes_History__c
-!!Bill Rate!!Bill_Rate__c
-!!Bill Rate Defaulted from Milestone!!Bill_Rate_Defaulted_from_Milestone__c
-!!Bill Rate is Daily Rate!!Daily_Bill_Rate__c
-!!Billable!!Billable__c
-!!Billed!!Billed__c
#!!Cost Rate!!Cost_Rate__c
-!!Cost Rate Amount!!Cost_Rate_Amount__c
-!!Cost Rate Currency Code!!Cost_Rate_Currency_Code__c
-!!Cost Rate Exchange Rate!!Cost_Rate_Exchange_Rate__c
-!!Cost Rate is Daily Rate!!Daily_Cost_Rate__c
-!!Days Worked Override!!Days_Worked_Override__c
-!!Disable Approval Auto Submit!!Disable_Approval_Auto_Submit__c
-!!End Date!!End_Date__c
-!!Estimated Time To Completion!!Estimated_Time_To_Completion__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!Exclude from Daily Maximum!!Exclude_from_Daily_Maximum__c
-!!Exclude from Utilization!!Exclude_From_Utilization__c
-!!External Resource!!External_Resource__c
-!!Friday Days!!Friday_Days__c
-!!Friday Hours!!Friday_Hours__c
-!!Friday Notes!!Friday_Notes__c
#!!Hours To Days Rule (Assignment)!!Hours_To_Days_Rule_Assignment__c
#!!Hours To Days Rule (Project)!!Hours_To_Days_Rule_Project__c
-!!Include In Financials!!Include_In_Financials__c
-!!Invoiced!!Invoiced__c
-!!Location - Friday!!Location_Fri__c
-!!Location - Monday!!Location_Mon__c
-!!Location - Saturday!!Location_Sat__c
-!!Location - Sunday!!Location_Sun__c
-!!Location - Thursday!!Location_Thu__c
-!!Location - Tuesday!!Location_Tue__c
-!!Location - Wednesday!!Location_Wed__c
-!!Milestone!!Milestone__c
-!!Monday Days!!Monday_Days__c
-!!Monday Hours!!Monday_Hours__c
-!!Monday Notes!!Monday_Notes__c
-!!Override Cost Group!!Override_Cost_Group__c
-!!Override Cost Practice!!Override_Cost_Practice__c
-!!Override Cost Region!!Override_Cost_Region__c
-!!Override Revenue Group!!Override_Revenue_Group__c
-!!Override Revenue Practice!!Override_Revenue_Practice__c
-!!Override Revenue Region!!Override_Revenue_Region__c
-!!Primary Location!!Primary_Location__c
-!!Primary Project Location!!Primary_Project_Location__c
-!!Project!!Project__c
-!!Project Exchange Rate!!Project_Exchange_Rate__c
-!!Project Location - Friday!!Project_Location_Fri__c
-!!Project Location - Monday!!Project_Location_Mon__c
-!!Project Location - Saturday!!Project_Location_Sat__c
-!!Project Location - Sunday!!Project_Location_Sun__c
-!!Project Location - Thursday!!Project_Location_Thu__c
-!!Project Location - Tuesday!!Project_Location_Tue__c
-!!Project Location - Wednesday!!Project_Location_Wed__c
-!!Project Methodology!!Project_Methodology_Object__c
-!!Project Methodology!!Project_Methodology__c
-!!Project Phase!!Project_Phase_Object__c
-!!Project Phase!!Project_Phase__c
-!!Project Task Hours!!Project_Task_Hours__c
-!!Resource!!Resource__c
-!!Saturday Days!!Saturday_Days__c
-!!Saturday Hours!!Saturday_Hours__c
-!!Saturday Notes!!Saturday_Notes__c
-!!Start Date!!Start_Date__c
-!!Status!!Status__c
-!!Submitted!!Submitted__c
-!!Sunday Days!!Sunday_Days__c
-!!Sunday Hours!!Sunday_Hours__c
-!!Sunday Notes!!Sunday_Notes__c
-!!Thursday Days!!Thursday_Days__c
-!!Thursday Hours!!Thursday_Hours__c
-!!Thursday Notes!!Thursday_Notes__c
-!!Time Credited!!Time_Credited__c
-!!Time Excluded!!Time_Excluded__c
-!!Time Logged in Days!!Time_Logged_In_Days__c
-!!Timecard Notes!!Timecard_Notes__c
-!!Timecard UI Save/Submit Needed!!Timecard_UI_Save_Submit_Needed__c
-!!Timer Session!!Timer_Session__c
#!!Total Billable Amount!!Total_Billable_Amount__c
#!!Total Cost!!Total_Cost__c
#!!Total Days Worked!!Total_Days_Worked__c
-!!Total Days Worked Advanced!!Total_Days_Worked_Advanced__c
#!!Total Hours!!Total_Hours__c
-!!Travel - Friday!!Travel_Fri__c
-!!Travel - Monday!!Travel_Mon__c
-!!Travel - Saturday!!Travel_Sat__c
-!!Travel - Sunday!!Travel_Sun__c
-!!Travel - Thursday!!Travel_Thu__c
-!!Travel - Tuesday!!Travel_Tue__c
-!!Travel - Wednesday!!Travel_Wed__c
#!!Travel Week!!Travel_Week__c
-!!Tuesday Days!!Tuesday_Days__c
-!!Tuesday Hours!!Tuesday_Hours__c
-!!Tuesday Notes!!Tuesday_Notes__c
-!!Wednesday Days!!Wednesday_Days__c
-!!Wednesday Hours!!Wednesday_Hours__c
-!!Wednesday Notes!!Wednesday_Notes__c
+ edit_in_time_entry()
+ Clear_Billing_Data()
+ Time_Entry()
+ Admin_Edit()
Timecard__c->Timecard_Header__c
Timecard__c->Proj__c
Timecard__c->Assignment__c
Time_Date__c
Time Date
+!!Time Date Name!!Name
-!!Date!!Date__c
#!!Day Of Week!!Day_Of_Week__c
-!!Hours!!Hours__c
-!!Timecard!!Timecard__c
Time_Date__c->Timecard_Header__c
Timecard_Header__c->Proj__c
Timecard_Header__c->Assignment__c
Assignment__c->Proj__c
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