Professional Services Automation Object Model Diagrams
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Objects
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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
Utilization__c
Utilization
-!!Assignment Batch Size!!Assignment_Batch_Size__c
-!!Batch Deletion Cut-Off Point!!Batch_Deletion_Cutoff__c
-!!Calculate Cross Products!!Calculate_Cross_Products__c
-!!Calculate Held Resource Request Time!!Calculate_Held_Resource_Request_Time__c
-!!Calculate Summary By Role!!Calculate_Summary_By_Role__c
-!!Calculate Unheld Resource Request Time!!Calculate_Unheld_Resource_Request_Time__c
-!!Custom Filters for Unheld RR Utilization!!CustomFiltersforUnheldRRUtilization__c
-!!Default Opportunity Probability!!Default_Opportunity_Probability__c
-!!Deletion Batch Size!!Deletion_Batch_Size__c
-!!Deletion Child Record Batch Size!!Deletion_Child_Record_Batch_Size__c
-!!DEPRECATED: Use Utilization Calculation!!Use_Utilization_Calculation__c
-!!Disable Legacy Utilization!!Disable_Legacy_Utilization__c
-!!Historical UTE Work Cal Start Day!!Historical_UTE_Work_Cal_Start_Day__c
-!!Minimum Opportunity Probability!!Minimum_Opportunity_Probability__c
-!!Resource Batch Size!!Resource_Batch_Size__c
-!!Resource Request Batch Size!!Resource_Request_Batch_Size__c
-!!Target Utilization Approach!!Target_Utilization_Approach__c
-!!Timecard Batch Size!!Timecard_Batch_Size__c
-!!Timecard Statuses!!Timecard_Statuses__c
-!!Uncheck Master Based On Type/Parent!!Uncheck_Master_Based_On_Time_Parent__c
-!!Use Start Date and Last Date on Resource!!Use_Last_Date_on_Resource__c
-!!Use Utilization Engine!!Use_Utilization_Engine__c
-!!Use Utilization Engine for Shift Mgmt!!Use_Utilization_Engine_TOD__c
-!!Utilization Eng Max Range Shift Mgmt!!Utilization_Engine_Max_Range_TOD__c
-!!Utilization Eng Start Range Shift Mgmt!!Utilization_Engine_Start_Range_TOD__c
-!!Utilization Engine Batch Size!!Utilization_Engine_Batch_Size__c
-!!Utilization Engine Max Range!!Utilization_Engine_Max_Range__c
-!!Utilization Engine Start Range!!Utilization_Engine_Start_Range__c
Utilization_Calculation__c
Utilization Calculation
+!!Utilization Calculation Name!!Name
-!!Batch Id!!Batch_Id__c
-!!Batch Id Unheld Calc!!Batch_Id_Unheld_Calc__c
-!!Calculate Historical Utilization!!Calculate_Historical_Utilization__c
-!!Calculate Scheduled Utilization!!Calculate_Scheduled_Utilization__c
-!!Default Opportunity Probability!!Default_Opportunity_Probability__c
-!!Delete Prior Calculation!!Delete_Prior_Calculation__c
-!!Deleted Date!!Deleted_Date__c
-!!Error Details!!Error_Details__c
-!!Excluded Roles!!Excluded_Roles__c
-!!Group!!Group__c
-!!Historical Utilization Cut-Off Date!!Historical_Utilization_Cut_Off_Date__c
-!!Historical Utilization End Date!!Historical_Utilization_End_Date__c
-!!Historical Utilization Start Date!!Historical_Utilization_Start_Date__c
-!!Include Sublevels!!Include_Sublevels__c
-!!Include Sublevels in Subtotals!!Include_Sublevels_in_Subtotals__c
-!!Is Report Master!!Is_Report_Master__c
-!!Minimum Opportunity Probability!!Minimum_Opportunity_Probability__c
-!!Practice!!Practice__c
-!!Region!!Region__c
-!!Resource!!Resource__c
-!!Scheduled Utilization End Date!!Scheduled_Utilization_End_Date__c
-!!Scheduled Utilization Start Date!!Scheduled_Utilization_Start_Date__c
-!!Status!!Status__c
-!!Subtotal by Group!!Subtotal_by_Group__c
-!!Subtotal by Practice!!Subtotal_by_Practice__c
-!!Subtotal by Region!!Subtotal_by_Region__c
-!!Time Period!!Time_Period__c
-!!Time Period Types!!Time_Period_Types__c
-!!Type!!Type__c
+ Calculate_Utilization()
Time_Period__c
Time Period
Utilization_Calculation__c->Time_Period__c
Contact
Contact
Utilization_Calculation__c->Contact
Utilization_Detail__c
Utilization Detail
+!!Utilization Detail Id!!Name
-!!Group!!Group__c
-!!Historical Billable Hours!!Historical_Billable_Hours__c
-!!Historical Calendar Hours!!Historical_Calendar_Hours__c
-!!Historical Credited Hours!!Historical_Credited_Hours__c
-!!Historical End Date!!Historical_End_Date__c
-!!Historical Excluded Hours!!Historical_Excluded_Hours__c
-!!Historical Non-Billable Hours!!Historical_Non_Billable_Hours__c
-!!Historical Scheduled Billable Hours!!Hist_Sch_Billable_Hours__c
-!!Historical Scheduled Credited Hours!!Hist_Sch_Credited_Hours__c
-!!Historical Scheduled Excluded Hours!!Hist_Sch_Excluded_Hours__c
-!!Historical Scheduled Held Hours!!Hist_Sch_Held_Hours__c
-!!Historical Scheduled Non-Billable Hours!!Hist_Sch_Non_Billable_Hours__c
-!!Historical Start Date!!Historical_Start_Date__c
#!!Historical Utilization!!Historical_Utilization__c
#!!Historical Utilization (Billable Only)!!Historical_Utilization_Billable_Only__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
#!!Is Report Master!!Is_Report_Master__c
-!!Practice!!Practice__c
-!!Region!!Region__c
-!!Resource!!Resource__c
-!!Scheduled Billable Hours!!Scheduled_Billable_Hours__c
-!!Scheduled Calendar Hours!!Scheduled_Calendar_Hours__c
-!!Scheduled Credited Hours!!Scheduled_Credited_Hours__c
-!!Scheduled End Date!!Scheduled_End_Date__c
-!!Scheduled Excluded Hours!!Scheduled_Excluded_Hours__c
-!!Scheduled Held Hours!!Scheduled_Held_Hours__c
-!!Scheduled Non-Billable Hours!!Scheduled_Non_Billable_Hours__c
-!!Scheduled Start Date!!Scheduled_Start_Date__c
#!!Scheduled Utilization!!Scheduled_Utilization__c
#!!Scheduled Utilization (Billable Only)!!Scheduled_Utilization_Billable_Only__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
-!!Template Key!!Template_Key__c
-!!Time Period!!Time_Period__c
-!!Time Period Type!!Time_Period_Type__c
#!!Total Utilization!!Total_Utilization__c
#!!Total Utilization (Billable Only)!!Total_Utilization_Billable_Only__c
-!!Type!!Type__c
-!!Utilization Calculation!!Utilization_Calculation__c
#!!Utilization Target!!Utilization_Target__c
#!!Utilization Target Attainment!!Utilization_Target_Attainment__c
-!!Utilization Target Hours!!Utilization_Target_Hours__c
Utilization_Detail__c->Utilization_Calculation__c
Utilization_Detail__c->Time_Period__c
Utilization_Detail__c->Contact
Utilization_Engine__c
Utilization Engine
+!!Utilization Engine Name!!Name
-!!-1-31!!data_1_1__c
-!!Month 1-12!!data_1__c
-!!month 1-14 day total!!data_month_1_14ds__c
-!!month 1-21 day total!!data_month_1_21ds__c
-!!month 1-28 day total!!data_month_1_28ds__c
-!!month 1-7 day total!!data_month_1_7ds__c
-!!month 10-14 day total!!data_month_10_14ds__c
-!!month 10-21 day total!!data_month_10_21ds__c
-!!month 10-28 day total!!data_month_10_28ds__c
-!!month 10-7 day total!!data_month_10_7ds__c
-!!month 11-14 day total!!data_month_11_14ds__c
-!!month 11-21 day total!!data_month_11_21ds__c
-!!month 11-28 day total!!data_month_11_28ds__c
-!!month 11-7 day total!!data_month_11_7ds__c
-!!month 12-14 day total!!data_month_12_14ds__c
-!!month 12-21 day total!!data_month_12_21ds__c
-!!month 12-28 day total!!data_month_12_28ds__c
-!!month 12-7 day total!!data_month_12_7ds__c
-!!month 2-14 day total!!data_month_2_14ds__c
-!!month 2-21 day total!!data_month_2_21ds__c
-!!month 2-28 day total!!data_month_2_28ds__c
-!!month 2-7 day total!!data_month_2_7ds__c
-!!month 3-14 day total!!data_month_3_14ds__c
-!!month 3-21 day total!!data_month_3_21ds__c
-!!month 3-28 day total!!data_month_3_28ds__c
-!!month 3-7 day total!!data_month_3_7ds__c
-!!month 4-14 day total!!data_month_4_14ds__c
-!!month 4-21 day total!!data_month_4_21ds__c
-!!month 4-28 day total!!data_month_4_28ds__c
-!!month 4-7 day total!!data_month_4_7ds__c
-!!month 5-14 day total!!data_month_5_14ds__c
-!!month 5-21 day total!!data_month_5_21ds__c
-!!month 5-28 day total!!data_month_5_28ds__c
-!!month 5-7 day total!!data_month_5_7ds__c
-!!month 6-14 day total!!data_month_6_14ds__c
-!!month 6-21 day total!!data_month_6_21ds__c
-!!month 6-28 day total!!data_month_6_28ds__c
-!!month 6-7 day total!!data_month_6_7ds__c
-!!month 7-14 day total!!data_month_7_14ds__c
-!!month 7-21 day total!!data_month_7_21ds__c
-!!month 7-28 day total!!data_month_7_28ds__c
-!!month 7-7 day total!!data_month_7_7ds__c
-!!month 8-14 day total!!data_month_8_14ds__c
-!!month 8-21 day total!!data_month_8_21ds__c
-!!month 8-28 day total!!data_month_8_28ds__c
-!!month 8-7 day total!!data_month_8_7ds__c
-!!month 9-14 day total!!data_month_9_14ds__c
-!!month 9-21 day total!!data_month_9_21ds__c
-!!month 9-28 day total!!data_month_9_28ds__c
-!!month 9-7 day total!!data_month_9_7ds__c
-!!Period!!Period__c
-!!Resource!!Resource__c
-!!Type!!Type__c
-!!Year!!data__c
Utilization_Engine__c->Contact
Utilization_Summary__c
Utilization Summary
+!!Utilization Summary Name!!Name
-!!Actual Billable Hours!!Actual_Billable_Hours__c
-!!Actual Credited Hours!!Actual_Credited_Hours__c
-!!Actual Excluded Hours!!Actual_Excluded_Hours__c
-!!Actual Non-Billable Hours!!Actual_Non_Billable_Hours__c
-!!Assigned Billable Hours!!Assigned_Billable_Hours__c
-!!Assigned Credited Hours!!Assigned_Credited_Hours__c
-!!Assigned Excluded Hours!!Assigned_Excluded_Hours__c
-!!Assigned Non-Billable Hours!!Assigned_Non_Billable_Hours__c
-!!Calendar Hours!!Calendar_Hours__c
-!!Group!!Group__c
-!!Held Hours!!Held_Hours__c
-!!Held Hours Opp Pct Weighted!!Held_Hours_Opp_Pct_Weighted__c
-!!Practice!!Practice__c
-!!Region!!Region__c
#!!Remaining Capacity!!Remaining_Capacity__c
-!!Resource Role!!Resource_Role__c
-!!Target Hours!!Target_Hours__c
-!!Template Key!!Template_Key__c
-!!Time Period!!Time_Period__c
#!!Total Hours!!Total_Hours__c
#!!Total Hours Opp Pct Weighted!!Total_Hours_Opp_Pct_Weighted__c
-!!Type!!Type__c
-!!Unheld Hours!!Unheld_Hours__c
-!!Unheld Hours Opp Pct Weighted!!Unheld_Hours_Opp_Pct_Weighted__c
-!!Utilization Calculation!!Utilization_Calculation__c
Utilization_Summary__c->Utilization_Calculation__c
Utilization_Summary__c->Time_Period__c
Contact->Time_Period__c
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