Professional Services Automation Object Model Diagrams
Home
Objects
Assignment and-Milestone.htm
Backlog.htm
Billing Batch.htm
Billing Event-Items.htm
Billing Events.htm
Budget Allocation.htm
Budgets.htm
Calendar Events.htm
Enhanced Forecasting-Setup.htm
Enhanced Services-Forecasting.htm
Expenses.htm
Experiences.htm
Groups.htm
Permission Controls.htm
Planner Filters.htm
Practices.htm
Project Tasks.htm
Project Versions.htm
Projects.htm
Regions.htm
Resource (Contact).htm
Resource Actuals.htm
Resource Requests.htm
Revenue Recognition-Forecast-Versioning.htm
Revenue Recognition-Forecasting.htm
Risks and-Issues.htm
Schedule and-Rate-Card.htm
SF Objects.htm
Shortlists.htm
Skills.htm
Teams.htm
Time and-Calendar.htm
Time Variance.htm
Timecard and-Assignment-Settings.htm
Timecard API.htm
Timecards.htm
Timer.htm
Transactions.htm
Utilization Analytics.htm
Utilization.htm
Vendor Invoices.htm
G
Assignment__c
Assignment
+!!Assignment Name!!Name
-!!Action: Refresh EVA Hours From Timecards!!Action_Refresh_EVA_Hours_From_Timecards__c
-!!Action: Refresh Expense Roll-Ups!!Action_Refresh_Expense_Rollups__c
-!!Action: Refresh Hours From Schedule!!Action_Refresh_Hours_From_Schedule__c
-!!Action: Refresh Timecard Roll-Ups!!Action_Refresh_Timecard_Rollups__c
-!!Action: Sync with External Calendar!!Action_Sync_With_External_Calendar__c
-!!API Assignment Correlation ID!!API_Assignment_Correlation_Id__c
-!!Assignment Daily Notes!!Assignment_Daily_Notes__c
-!!Assignment Daily Notes Last Updated!!Assignment_Daily_Notes_Last_Updated__c
-!!Assignment Number!!Assignment_Number__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
-!!Batch Sequence!!Batch_Sequence__c
#!!Batch Sequence Number!!Batch_Sequence_Number__c
-!!Bill Rate!!Bill_Rate__c
-!!Bill Rate is Daily Rate!!Daily_Bill_Rate__c
-!!Billable!!Is_Billable__c
-!!Billable Amount In Financials!!Billable_Amount_In_Financials__c
-!!Billable Amount Submitted!!Billable_Amount_Submitted__c
-!!Billable Days In Financials!!Billable_Days_In_Financials__c
-!!Billable Days Submitted!!Billable_Days_Submitted__c
-!!Billable Expenses In Financials!!Billable_Expenses_In_Financials__c
-!!Billable Expenses Submitted!!Billable_Expenses_Submitted__c
-!!Billable Hours In Financials!!Billable_Hours_In_Financials__c
-!!Billable Hours Submitted!!Billable_Hours_Submitted__c
-!!Budget Allocation!!Budget_Allocation__c
-!!Closed for Expense Entry!!Closed_for_Expense_Entry__c
-!!Closed for Time Entry!!Closed_for_Time_Entry__c
#!!Cost Rate!!Cost_Rate__c
-!!Cost Rate Amount!!Cost_Rate_Amount__c
-!!Cost Rate Currency Code!!Cost_Rate_Currency_Code__c
-!!Cost Rate is Daily Rate!!Daily_Cost_Rate__c
-!!Daily Timecard Notes Required!!Daily_Timecard_Notes_Required__c
-!!DEPRECATED: Utilization Run!!Utilization_Run__c
-!!Description!!Description__c
-!!Eligible for Schedule Recalculation!!Eligible_for_Schedule_Recalculation__c
#!!End Date!!End_Date__c
-!!Estimated Time To Completion!!Estimated_Time_To_Completion__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!Exclude from EVA Calculation!!Exclude_From_EVA_Calculation__c
-!!Exclude from External Calendar Sync!!Exclude_From_External_Calendar_Sync__c
-!!Exclude from Planners!!Exclude_from_Planners__c
-!!Exclude from Timecard Expense Rollups!!Exclude_From_Tc_Exp_Rollups__c
-!!Exclude from Utilization!!Exclude_From_Utilization__c
-!!Foundations Absence Correlation!!ERP_Absence_Correlation_Id__c
-!!Hours to Days Rule!!Hours_to_Days_Rule__c
-!!Location!!Location__c
-!!Milestone!!Milestone__c
-!!Nickname!!Nick_Name__c
-!!Non-Billable Days In Financials!!Non_Billable_Days_In_Financials__c
-!!Non-Billable Days Submitted!!Non_Billable_Days_Submitted__c
-!!Non-Billable Expenses In Financials!!Non_Billable_Expenses_In_Financials__c
-!!Non-Billable Expenses Submitted!!Non_Billable_Expenses_Submitted__c
-!!Non-Billable Hours In Financials!!Non_Billable_Hours_In_Financials__c
-!!Non-Billable Hours Submitted!!Non_Billable_Hours_Submitted__c
-!!Override Expense Group!!Override_Expense_Group__c
-!!Override Expense Practice!!Override_Expense_Practice__c
-!!Override Expense Region!!Override_Expense_Region__c
-!!Override RPG Audit Notes!!Override_RPG_Audit_Notes__c
-!!Override RPG Enabled!!Override_RPG_Enabled__c
-!!Override Timecard Cost Group!!Override_Timecard_Cost_Group__c
-!!Override Timecard Cost Practice!!Override_Timecard_Cost_Practice__c
-!!Override Timecard Cost Region!!Override_Timecard_Cost_Region__c
-!!Override Timecard Revenue Group!!Override_Timecard_Revenue_Group__c
-!!Override Timecard Revenue Practice!!Override_Timecard_Revenue_Practice__c
-!!Override Timecard Revenue Region!!Override_Timecard_Revenue_Region__c
-!!Percent Allocated!!Percent_Allocated__c
-!!Planned Bill Rate!!Planned_Bill_Rate__c
-!!Planned Hours!!Planned_Hours__c
#!!Planned Revenue (Hours)!!Planned_Revenue__c
-!!Project!!Project__c
-!!Project Task Hours!!Project_Task_Hours__c
-!!Projected Revenue!!Projected_Revenue__c
-!!Rate Card!!Rate_Card__c
-!!Recalculate Project Monitor Fields!!Recalculate_Project_Monitor_Fields__c
-!!Resource!!Resource__c
-!!Resource Cost Rate Date!!Resource_Cost_Rate_Date__c
-!!Resource Request!!Resource_Request__c
-!!Role!!Role__c
-!!Schedule!!Schedule__c
-!!Schedule Updated!!Schedule_Updated__c
#!!Scheduled Days!!Scheduled_Days__c
#!!Scheduled Hours!!Scheduled_Hours__c
#!!Send to Third-Party Expenses Application!!Send_to_Third_Party_Expenses_Application__c
-!!Show Assignment Methodologies Only!!Show_Assignment_Methodologies_Only__c
-!!Show Assignment Milestones Only!!Show_Assignment_Milestones_Only__c
-!!Show Assignment Phases Only!!Show_Assignment_Phases_Only__c
-!!Source!!Source__c
-!!Source Assignment!!Source_Assignment__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
-!!Team Member Swap Date!!Team_Member_Swap_Date__c
-!!Team Member Swapped Out!!Team_Member_Swapped_Out__c
-!!Team Schedule Slot!!Team_Schedule_Slot__c
-!!Team Schedule Slot Key!!Team_Schedule_Slot_Key__c
-!!Third-Party Expenses App Correlation ID!!Third_Party_Expenses_App_Correlation_ID__c
-!!Time Credited!!Time_Credited__c
-!!Time Excluded!!Time_Excluded__c
-!!Timecard External Costs In Financials!!Timecard_External_Costs_In_Financials__c
-!!Timecard External Costs Submitted!!Timecard_External_Costs_Submitted__c
-!!Timecard Internal Costs In Financials!!Timecard_Internal_Costs_In_Financials__c
-!!Timecard Internal Costs Submitted!!Timecard_Internal_Costs_Submitted__c
-!!Use for Syncing Time from Jira!!Default_Assignment_to_Sync_Jira_Worklog__c
-!!Use Project Currency For Resource Cost!!Use_Project_Currency_For_Resource_Cost__c
-!!Use Resource Currency For Resource Cost!!Use_Resource_Currency_For_Resource_Cost__c
-!!Use Resource Default Cost Rate!!Use_Resource_Default_Cost_Rate__c
-!!Use Resource Default Cost Rate as Daily!!Use_Resource_Default_Cost_Rate_as_Daily__c
+ Zero_Schedule()
+ Link_to_Milestones()
+ Link_To_Phases()
+ Link_To_Methodologies()
+ Close_Assignment()
+ Reschedule_Assignments()
+ Assign_Resource()
+ Assign_Multiple_Resources()
+ Assign_Multiple_Projects()
+ Close_Assignments()
+ Edit_Schedule()
+ Assign_Multiple_Milestones_to_Assignments()
Milestone__c
Milestone
+!!Milestone Name!!Name
-!!% Hours Completed for Recognition!!Percent_Hours_Completed_For_Recognition__c
-!!Action: Refresh Expense Roll-Ups!!Action_Refresh_Expense_Rollups__c
-!!Action: Refresh Timecard Roll-Ups!!Action_Refresh_Timecard_Rollups__c
-!!Actual Date!!Actual_Date__c
-!!Admin Global Edit!!Admin_Global_Edit__c
-!!Apply Default Bill Rate to Timecard!!Apply_Default_Bill_Rate_to_Timecard__c
-!!Approved!!Approved__c
-!!Approved for Billing!!Approved_for_Billing__c
-!!Approved for Vendor Payment!!Approved_for_Vendor_Payment__c
-!!Approver!!Approver__c
-!!Audit Notes!!Audit_Notes__c
-!!Bill Date!!Bill_Date__c
-!!Bill Transaction!!Bill_Transaction__c
-!!Billable Amount In Financials!!Billable_Amount_In_Financials__c
-!!Billable Amount Submitted!!Billable_Amount_Submitted__c
-!!Billable Days In Financials!!Billable_Days_In_Financials__c
-!!Billable Days Submitted!!Billable_Days_Submitted__c
-!!Billable Expenses In Financials!!Billable_Expenses_In_Financials__c
-!!Billable Expenses Submitted!!Billable_Expenses_Submitted__c
-!!Billable Hours In Financials!!Billable_Hours_In_Financials__c
-!!Billable Hours Submitted!!Billable_Hours_Submitted__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
-!!Budget Allocation!!Budget_Allocation__c
-!!Closed for Expense Entry!!Closed_for_Expense_Entry__c
-!!Closed for Time Entry!!Closed_for_Time_Entry__c
-!!Cost Transaction!!Cost_Transaction__c
-!!Default Bill Rate!!Default_Bill_Rate__c
-!!Default Bill Rate is Daily Rate!!Default_Bill_Rate_is_Daily_Rate__c
-!!Description!!Description__c
-!!Disable Project Task Hours Roll Up!!Disable_Project_Task_Hours_Roll_Up__c
#!!Eligible for Billing!!Eligible_for_Billing__c
-!!Estimated Time To Completion!!Estimated_Time_To_Completion__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!Exclude from Timecard Expense Rollups!!Exclude_From_Tc_Exp_Rollups__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
-!!Log Milestone Cost As External!!Log_Milestone_Cost_As_External__c
-!!Milestone Amount!!Milestone_Amount__c
-!!Milestone Cost!!Milestone_Cost__c
-!!Non-Billable Days In Financials!!Non_Billable_Days_In_Financials__c
-!!Non-Billable Days Submitted!!Non_Billable_Days_Submitted__c
-!!Non-Billable Expenses In Financials!!Non_Billable_Expenses_In_Financials__c
-!!Non-Billable Expenses Submitted!!Non_Billable_Expenses_Submitted__c
-!!Non-Billable Hours In Financials!!Non_Billable_Hours_In_Financials__c
-!!Non-Billable Hours Submitted!!Non_Billable_Hours_Submitted__c
-!!Opportunity Product!!Opportunity_Product__c
-!!Override Project Group!!Override_Project_Group__c
#!!Override Project Group Currency Code!!Override_Project_Group_Currency_Code__c
-!!Override Project Practice!!Override_Project_Practice__c
#!!Override Project Practice Currency Code!!Override_Project_Practice_Currency_Code__c
-!!Override Project Region!!Override_Project_Region__c
#!!Override Project Region Currency Code!!Override_Project_Region_Currency_Code__c
-!!Planned Hours!!Planned_Hours__c
-!!Project!!Project__c
-!!Project Currency Exchange Rate!!Project_Currency_Exchange_Rate__c
-!!Project Task Hours!!Project_Task_Hours__c
-!!Recognition Method!!Recognition_Method__c
-!!Requires Customer Sign-off!!Requires_Customer_Sign_off__c
-!!Source Milestone!!Source_Milestone__c
-!!Start Date!!Start_Date__c
-!!Status!!Status__c
-!!Target Date!!Target_Date__c
-!!Timecard External Costs In Financials!!Timecard_External_Costs_In_Financials__c
-!!Timecard External Costs Submitted!!Timecard_External_Costs_Submitted__c
-!!Timecard Internal Costs In Financials!!Timecard_Internal_Costs_In_Financials__c
-!!Timecard Internal Costs Submitted!!Timecard_Internal_Costs_Submitted__c
-!!Total Completed Points from Tasks!!Total_Completed_Points_from_Tasks__c
-!!Total Number of Completed Tasks!!Total_Number_of_Completed_Tasks__c
-!!Total Number of Tasks!!Total_Number_of_Tasks__c
-!!Total Points from Tasks!!Total_Points_from_Tasks__c
-!!Transaction!!Transaction__c
-!!Vendor Account!!Vendor_Account__c
-!!Vendor Invoice Item!!Vendor_Invoice_Item__c
+ Link_to_Assignments()
+ Clear_Billing_Data()
Assignment__c->Milestone__c
Budget_Allocation__c
Budget Allocation
Assignment__c->Budget_Allocation__c
Proj__c
Project
Assignment__c->Proj__c
Milestone__c->Budget_Allocation__c
Milestone__c->Proj__c
Assignment_Milestone__c
Assignment Milestone
+!!Name!!Name
-!!Assignment!!Assignment__c
-!!Milestone!!Milestone__c
#!!Resource Id!!Resource_Id__c
+ New_Assignment_Milestone()
+ New_Milestone_Assignment()
Assignment_Milestone__c->Assignment__c
Assignment_Milestone__c->Milestone__c
Assignment_Daily_Note__c
Assignment Daily Note
+!!Assignment Daily Note Number!!Name
-!!Assignment!!Assignment__c
-!!Date!!Date__c
#!!LastModifiedByUsername!!LastModifiedByUsername__c
-!!Note!!Note__c
#!!Project!!Project__c
#!!Resource!!Resource__c
Assignment_Daily_Note__c->Assignment__c
Budget_Allocation__c->Proj__c
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