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
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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
Forecast_Enhanced_Detail_Category__c
Billing Forecast Detail Category
+!!Billing Forecast Detail Category Name!!Name
-!!Actuals!!Actuals__c
#!!Adjusted Value!!Adjusted_Value__c
-!!Billing Forecast Detail!!Forecast_Enhanced_Detail__c
-!!Billing Forecast Override!!Forecast_Enhanced_Override__c
-!!Billing Forecast Setup Category!!Forecast_Setup_Category__c
-!!Billing Forecast Total Value!!Forecast_Value__c
-!!Billings: Expenses!!Billings_Expenses__c
-!!Billings: Milestones!!Billings_Milestones__c
-!!Billings: Misc Adjustments!!Billings_Misc_Adjustments__c
-!!Billings: Timecards!!Billings_Timecards__c
#!!Category Label!!Category_Label__c
-!!Override Created By!!Override_CreatedBy__c
#!!Override Created Date!!Override_CreatedDate__c
#!!Override Notes!!Override_Notes__c
#!!Override Value!!Override_Value__c
-!!Scheduled Backlog!!Scheduled_Backlog__c
-!!Scheduled: Assignments!!Scheduled_Assignments__c
-!!Scheduled: Held RRs!!Scheduled_Held_Resource_Requests__c
-!!Scheduled: Milestones!!Scheduled_Milestones__c
-!!Scheduled: Unheld RRs!!Scheduled_Unheld_Resource_Requests__c
-!!Unscheduled Backlog!!Unscheduled_Backlog__c
Forecast_Enhanced_Detail__c
Billing Forecast Detail
+!!Billing Forecast Detail Name!!Name
-!!Billing Forecast Calculation!!Forecast_Enhanced_Calculation__c
-!!Billings: Budgets!!Billings_Budgets__c
-!!Billings: Expenses!!Billings_Expenses__c
-!!Billings: Milestones!!Billings_Milestones__c
-!!Billings: Misc Adjustments!!Billings_Misc_Adjustments__c
-!!Billings: Timecards!!Billings_Timecards__c
-!!Opportunity!!Opportunity__c
-!!Parent Billing Forecast Summary!!Parent_Summary__c
-!!Perpetual Backlog: Budgets!!Perpetual_Backlog_Budgets__c
-!!Perpetual Backlog: Held RRs!!Perpetual_Backlog_Held_RR__c
-!!Perpetual Backlog: Unheld RRs!!Perpetual_Backlog_Unheld_RR__c
-!!Perpetual Billings: Budgets!!Perpetual_Billings_Budgets__c
-!!Perpetual Billings: Expenses!!Perpetual_Billings_Expenses__c
-!!Perpetual Billings: Milestones!!Perpetual_Billings_Milestones__c
-!!Perpetual Billings: Misc Adjustments!!Perpetual_Billings_Misc_Adjustments__c
-!!Perpetual Billings: Timecards!!Perpetual_Billings_Timecards__c
-!!Project!!Project__c
-!!Scheduled: Assignments!!Scheduled_Assignments__c
-!!Scheduled: Held Resource Requests!!Scheduled_Held_Resource_Requests__c
-!!Scheduled: Milestones!!Scheduled_Milestones__c
-!!Scheduled: Unheld Resource Requests!!Scheduled_Unheld_Resource_Requests__c
-!!Unscheduled Backlog!!Unscheduled_Backlog__c
-!!Unscheduled Revenue!!Unscheduled_Revenue__c
Forecast_Enhanced_Detail_Category__c->Forecast_Enhanced_Detail__c
Forecast_Enhanced_Override__c
Billing Forecast Override
+!!Billing Forecast Override Name!!Name
-!!Billing Forecast Calculation!!Forecast_Enhanced_Calculation__c
-!!Billing Forecast Detail Category!!Forecast_Enhanced_Detail_Category__c
-!!Billing Forecast Summary Category!!Forecast_Enhanced_Summary_Category__c
-!!Group!!Group__c
-!!Is Active!!Is_Active__c
-!!Notes!!Notes__c
-!!Opportunity!!Opportunity__c
-!!Override Value!!Override_Value__c
-!!Practice!!Practice__c
-!!Project!!Project__c
-!!Region!!Region__c
Forecast_Enhanced_Detail_Category__c->Forecast_Enhanced_Override__c
Forecast_Enhanced_Summary__c
Billing Forecast Summary
+!!Billing Forecast Summary Name!!Name
-!!Billing Forecast Calculation!!Forecast_Enhanced_Calculation__c
-!!Group!!Group__c
-!!Group Plan!!Group_Plan__c
-!!Parent Billing Forecast Summary!!Parent_Summary__c
-!!Practice!!Practice__c
-!!Practice Plan!!Practice_Plan__c
-!!Region!!Region__c
-!!Region Plan!!Region_Plan__c
Forecast_Enhanced_Calculation__c
Billing Forecast Calculation
+!!Billing Forecast Calculation Name!!Name
-!!Backlog Calculation!!Backlog_Calculation__c
-!!Batch Id!!Batch_Id__c
-!!Batch Process!!Batch_Process__c
-!!Billing Forecast Setup!!Forecast_Setup__c
-!!Committed!!Committed__c
-!!Current!!Current__c
-!!Group!!Group__c
-!!Practice!!Practice__c
-!!Region!!Region__c
-!!Status!!Status__c
-!!Time Period!!Time_Period__c
-!!Total Number of Logs!!Total_Number_Of_Logs__c
+ View_Forecast()
Forecast_Enhanced_Summary__c->Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Detail__c->Forecast_Enhanced_Summary__c
Forecast_Enhanced_Detail__c->Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Calculation_Log__c
Billing Forecast Calculation Log
+!!Billing Forecast Calculation Log Name!!Name
-!!Billing Forecast Calculation!!Forecast_Enhanced_Calculation__c
-!!Message!!Message__c
Forecast_Enhanced_Calculation_Log__c->Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Summary_Category__c
Billing Forecast Summary Category
+!!Billing Forecast Summary Category Name!!Name
#!!Adjusted Value!!Adjusted_Value__c
-!!Billing Forecast Opportunities Value!!Forecast_Opportunities_Value__c
-!!Billing Forecast Override!!Forecast_Enhanced_Override__c
-!!Billing Forecast Projects Value!!Forecast_Projects_Value__c
-!!Billing Forecast Setup Category!!Forecast_Setup_Category__c
-!!Billing Forecast Sublevels Value!!Forecast_Sublevels_Value__c
-!!Billing Forecast Summary!!Forecast_Enhanced_Summary__c
-!!Billing Forecast Total Value!!Forecast_Value__c
#!!Category Label!!Category_Label__c
-!!Override Created By!!Override_CreatedBy__c
#!!Override Created Date!!Override_CreatedDate__c
#!!Override Notes!!Override_Notes__c
-!!Override Roll-Up Variance!!Override_Rollup_Variance__c
#!!Override Value!!Override_Value__c
Forecast_Enhanced_Summary_Category__c->Forecast_Enhanced_Summary__c
Forecast_Enhanced_Override__c->Forecast_Enhanced_Summary_Category__c
Forecast_Enhanced_Override__c->Forecast_Enhanced_Calculation__c
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