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
Grp__c
Group
+!!Group Name!!Name
-!!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
-!!Backlog: Last Update Date!!Backlog_Last_Update_Date__c
-!!Backlog: Last Updated By!!Backlog_Last_Updated_By__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 Work Calendar!!Default_Work_Calendar__c
-!!Exclude from Utilization!!Exclude_From_Utilization__c
-!!Excluded Hours!!Excluded_Hours__c
-!!Expense Budget!!Expense_Budget__c
-!!Expense Costs!!Expense_Costs__c
-!!External Costs!!External_Costs__c
-!!Group ID Chain!!Group_ID_Chain__c
-!!Group Name Chain!!Group_Name_Chain__c
-!!Group Owner!!Group_Head__c
-!!Hierarchy Depth!!Hierarchy_Depth__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
-!!Inactive Project Backlog!!Inactive_Project_Backlog__c
-!!Include In Forecasting!!Include_In_Forecasting__c
-!!Internal Budget!!Internal_Budget__c
-!!Internal Costs!!Internal_Costs__c
-!!Invoiced!!Invoiced__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
-!!Parent Group!!Parent_Group__c
-!!Pass-Through Billings!!Pass_Through_Billings__c
-!!Plan: Last Update Date!!Plan_Last_Update_Date__c
-!!Plan: Last Updated By!!Plan_Last_Updated_By__c
-!!Planned Billings!!Planned_Billings__c
-!!Planned Bookings!!Planned_Bookings__c
-!!Planned External Costs!!Planned_External_Costs__c
-!!Planned Internal Costs!!Planned_Internal_Costs__c
#!!Planned Margin!!Planned_Margin__c
-!!Planned Revenue!!Planned_Revenue__c
-!!Planned Utilization!!Planned_Utilization__c
-!!Pre-Billed!!Pre_Billed__c
-!!Revenue!!Revenue__c
-!!Reversed Group ID Chain!!Reversed_ID_Chain__c
-!!Scheduled Backlog Calculated Date!!Scheduled_Backlog_Calculated_Date__c
-!!Scheduled Backlog End Date!!Scheduled_Backlog_End_Date__c
-!!Scheduled Milestone!!Scheduled_Milestone__c
-!!Scheduled Time!!Scheduled_Time__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
-!!Top-Level Group!!Top_Level_Group__c
#!!Total Costs!!Total_Costs__c
-!!Total Time Period Hours!!Total_Time_Period_Hours__c
-!!Unscheduled Backlog!!Unscheduled_Backlog__c
-!!Utilization!!Utilization__c
-!!Utilization!!Total_Utilization__c
-!!Utilization Calculation Date!!Utilization_Calculation_Date__c
-!!Utilization Period End Date!!Utilization_Period_End_Date__c
-!!Utilization Period Start Date!!Utilization_Period_Start_Date__c
#!!Utilization Target!!Utilization_Target__c
#!!Utilization Target Attainment!!Utilization_Target_Attainment__c
-!!Utilization Target Hours!!Utilization_Target_Hours__c
-!!Utilization: Elapsed Hours!!Utilization_Elapsed_Hours__c
-!!Utilization: Last Calculation Date!!Utilization_Last_Calculation_Date__c
-!!Utilization: Last Update Date!!Utilization_Last_Update_Date__c
-!!Utilization: Last Updated By!!Utilization_Last_Updated_By__c
-!!Utilization: Over Full Time Period!!Utilization_Over_Full_Time_Period__c
+ Calculate_Time_Variance()
+ Calculate_Forecast()
+ Calculate_Backlog()
+ View_Hierarchy()
+ Calculate_Utilization()
+ View_Transactions()
+ Calculate_Missing_Timecard()
Time_Period__c
Time Period
Grp__c->Time_Period__c
Group_Actuals__c
Group Actuals
+!!Group Actuals For!!Name
-!!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
#!!End Date!!End_Date__c
-!!Excluded Hours!!Excluded_Hours__c
-!!Expense Budget!!Expense_Budget__c
-!!Expense Costs!!Expense_Costs__c
-!!External Costs!!External_Costs__c
-!!Group!!Group__c
#!!Group Owner!!Group_Head__c
#!!Has Difference in Verification!!Has_Difference_In_Verification__c
-!!Individual Billable Hours (External)!!NRV_Billable_External_Hours__c
-!!Individual Billable Hours (Internal)!!NRV_Billable_Internal_Hours__c
-!!Individual Billed!!NRV_Billed__c
-!!Individual Billings!!NRV_Billings__c
-!!Individual Bookings!!NRV_Bookings__c
-!!Individual Credited Hours!!NRV_Credited_Non_Billable_Internal_Hours__c
#!!Individual Difference in Verification!!NRV_Has_Difference_In_Verification__c
-!!Individual Excluded Hours!!NRV_Excluded_Hours__c
-!!Individual Expense Budget!!NRV_Expense_Budget__c
-!!Individual Expense Costs!!NRV_Expense_Costs__c
-!!Individual External Costs!!NRV_External_Costs__c
-!!Individual Internal Budget!!NRV_Internal_Budget__c
-!!Individual Internal Costs!!NRV_Internal_Costs__c
-!!Individual Invoiced!!NRV_Invoiced__c
#!!Individual Margin!!NRV_Margin__c
-!!Individual Non-Billable Hours (External)!!NRV_Non_Billable_External_Hours__c
-!!Individual Non-Billable Hours (Internal)!!NRV_Non_Billable_Internal_Hours__c
-!!Individual Other Costs!!NRV_Other_Costs__c
-!!Individual Pass-Through Billings!!NRV_Pass_Through_Billings__c
-!!Individual Pre-Billed!!NRV_Pre_Billed__c
-!!Individual Revenue!!NRV_Revenue__c
#!!Individual Total Costs!!NRV_Total_Costs__c
-!!Internal Budget!!Internal_Budget__c
-!!Internal Costs!!Internal_Costs__c
-!!Invoiced!!Invoiced__c
-!!Is Verification!!Is_Verification__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
-!!Pre-Billed!!Pre_Billed__c
-!!Revenue!!Revenue__c
-!!Scheduled Backlog Calculated Date!!Scheduled_Backlog_Calculated_Date__c
-!!Scheduled Milestone!!Scheduled_Milestone__c
-!!Scheduled Time!!Scheduled_Time__c
#!!Start Date!!Start_Date__c
-!!Time Period!!Time_Period__c
#!!Time Period Type!!Time_Period_Type__c
#!!Total Costs!!Total_Costs__c
-!!Unique Name!!Unique_Name__c
-!!Unscheduled Backlog!!Unscheduled_Backlog__c
-!!Verified By!!Verified_By__c
Group_Actuals__c->Grp__c
Group_Actuals__c->Time_Period__c
Group_Plan__c
Group Plan
+!!Group Plan Number!!Name
#!!End Date!!End_Date__c
-!!Group!!Group__c
#!!Group Owner!!Group_Owner__c
#!!Group Plan For!!Group_Plan_For__c
-!!Planned Billings!!Planned_Billings__c
-!!Planned Bookings!!Planned_Bookings__c
-!!Planned External Costs!!Planned_External_Costs__c
-!!Planned Internal Costs!!Planned_Internal_Costs__c
#!!Planned Margin!!Planned_Margin__c
-!!Planned Revenue!!Planned_Revenue__c
-!!Planned Utilization!!Planned_Utilization__c
#!!Start Date!!Start_Date__c
-!!Time Period!!Time_Period__c
#!!Time Period Type!!Time_Period_Type__c
-!!Unique Name!!Unique_Name__c
Group_Plan__c->Grp__c
Group_Plan__c->Time_Period__c
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