Professional Services Automation Object Model Diagrams
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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
Name
-Action: Refresh EVA Hours From Timecards
-Action_Refresh_EVA_Hours_From_Timecards__c
Action_Refresh_EVA_Hours_From_Timecards__c
-Action: Refresh Expense Roll-Ups
-Action_Refresh_Expense_Rollups__c
Action_Refresh_Expense_Rollups__c
-Action: Refresh Hours From Schedule
-Action_Refresh_Hours_From_Schedule__c
Action_Refresh_Hours_From_Schedule__c
-Action: Refresh Timecard Roll-Ups
-Action_Refresh_Timecard_Rollups__c
Action_Refresh_Timecard_Rollups__c
-Action: Sync with External Calendar
-Action_Sync_With_External_Calendar__c
Action_Sync_With_External_Calendar__c
-API Assignment Correlation ID
-API_Assignment_Correlation_Id__c
API_Assignment_Correlation_Id__c
-Assignment Daily Notes
-Assignment_Daily_Notes__c
Assignment_Daily_Notes__c
-Assignment Daily Notes Last Updated
-Assignment_Daily_Notes_Last_Updated__c
Assignment_Daily_Notes_Last_Updated__c
-Assignment Number
-Assignment_Number__c
Assignment_Number__c
#Average Cost Rate
#Average_Cost_Rate__c
Average_Cost_Rate__c
-Average Cost Rate Currency Code
-Average_Cost_Rate_Currency_Code__c
Average_Cost_Rate_Currency_Code__c
-Average Cost Rate Number
-Average_Cost_Rate_Number__c
Average_Cost_Rate_Number__c
-Batch Sequence
-Batch_Sequence__c
Batch_Sequence__c
#Batch Sequence Number
#Batch_Sequence_Number__c
Batch_Sequence_Number__c
-Bill Rate
-Bill_Rate__c
Bill_Rate__c
-Bill Rate is Daily Rate
-Daily_Bill_Rate__c
Daily_Bill_Rate__c
-Billable
-Is_Billable__c
Is_Billable__c
-Billable Amount In Financials
-Billable_Amount_In_Financials__c
Billable_Amount_In_Financials__c
-Billable Amount Submitted
-Billable_Amount_Submitted__c
Billable_Amount_Submitted__c
-Billable Days In Financials
-Billable_Days_In_Financials__c
Billable_Days_In_Financials__c
-Billable Days Submitted
-Billable_Days_Submitted__c
Billable_Days_Submitted__c
-Billable Expenses In Financials
-Billable_Expenses_In_Financials__c
Billable_Expenses_In_Financials__c
-Billable Expenses Submitted
-Billable_Expenses_Submitted__c
Billable_Expenses_Submitted__c
-Billable Hours In Financials
-Billable_Hours_In_Financials__c
Billable_Hours_In_Financials__c
-Billable Hours Submitted
-Billable_Hours_Submitted__c
Billable_Hours_Submitted__c
-Budget Allocation
-Budget_Allocation__c
Budget_Allocation__c
-Closed for Expense Entry
-Closed_for_Expense_Entry__c
Closed_for_Expense_Entry__c
-Closed for Time Entry
-Closed_for_Time_Entry__c
Closed_for_Time_Entry__c
#Cost Rate
#Cost_Rate__c
Cost_Rate__c
-Cost Rate Amount
-Cost_Rate_Amount__c
Cost_Rate_Amount__c
-Cost Rate Currency Code
-Cost_Rate_Currency_Code__c
Cost_Rate_Currency_Code__c
-Cost Rate is Daily Rate
-Daily_Cost_Rate__c
Daily_Cost_Rate__c
-Daily Timecard Notes Required
-Daily_Timecard_Notes_Required__c
Daily_Timecard_Notes_Required__c
-DEPRECATED: Utilization Run
-Utilization_Run__c
Utilization_Run__c
-Description
-Description__c
Description__c
-Eligible for Schedule Recalculation
-Eligible_for_Schedule_Recalculation__c
Eligible_for_Schedule_Recalculation__c
#End Date
#End_Date__c
End_Date__c
-Estimated Time To Completion
-Estimated_Time_To_Completion__c
Estimated_Time_To_Completion__c
-Exclude from Billing
-Exclude_from_Billing__c
Exclude_from_Billing__c
-Exclude from EVA Calculation
-Exclude_From_EVA_Calculation__c
Exclude_From_EVA_Calculation__c
-Exclude from External Calendar Sync
-Exclude_From_External_Calendar_Sync__c
Exclude_From_External_Calendar_Sync__c
-Exclude from Planners
-Exclude_from_Planners__c
Exclude_from_Planners__c
-Exclude from Timecard Expense Rollups
-Exclude_From_Tc_Exp_Rollups__c
Exclude_From_Tc_Exp_Rollups__c
-Exclude from Utilization
-Exclude_From_Utilization__c
Exclude_From_Utilization__c
-Foundations Absence Correlation
-ERP_Absence_Correlation_Id__c
ERP_Absence_Correlation_Id__c
-Hours to Days Rule
-Hours_to_Days_Rule__c
Hours_to_Days_Rule__c
-Location
-Location__c
Location__c
-Milestone
-Milestone__c
Milestone__c
-Nickname
-Nick_Name__c
Nick_Name__c
-Non-Billable Days In Financials
-Non_Billable_Days_In_Financials__c
Non_Billable_Days_In_Financials__c
-Non-Billable Days Submitted
-Non_Billable_Days_Submitted__c
Non_Billable_Days_Submitted__c
-Non-Billable Expenses In Financials
-Non_Billable_Expenses_In_Financials__c
Non_Billable_Expenses_In_Financials__c
-Non-Billable Expenses Submitted
-Non_Billable_Expenses_Submitted__c
Non_Billable_Expenses_Submitted__c
-Non-Billable Hours In Financials
-Non_Billable_Hours_In_Financials__c
Non_Billable_Hours_In_Financials__c
-Non-Billable Hours Submitted
-Non_Billable_Hours_Submitted__c
Non_Billable_Hours_Submitted__c
-Override Expense Group
-Override_Expense_Group__c
Override_Expense_Group__c
-Override Expense Practice
-Override_Expense_Practice__c
Override_Expense_Practice__c
-Override Expense Region
-Override_Expense_Region__c
Override_Expense_Region__c
-Override RPG Audit Notes
-Override_RPG_Audit_Notes__c
Override_RPG_Audit_Notes__c
-Override RPG Enabled
-Override_RPG_Enabled__c
Override_RPG_Enabled__c
-Override Timecard Cost Group
-Override_Timecard_Cost_Group__c
Override_Timecard_Cost_Group__c
-Override Timecard Cost Practice
-Override_Timecard_Cost_Practice__c
Override_Timecard_Cost_Practice__c
-Override Timecard Cost Region
-Override_Timecard_Cost_Region__c
Override_Timecard_Cost_Region__c
-Override Timecard Revenue Group
-Override_Timecard_Revenue_Group__c
Override_Timecard_Revenue_Group__c
-Override Timecard Revenue Practice
-Override_Timecard_Revenue_Practice__c
Override_Timecard_Revenue_Practice__c
-Override Timecard Revenue Region
-Override_Timecard_Revenue_Region__c
Override_Timecard_Revenue_Region__c
-Percent Allocated
-Percent_Allocated__c
Percent_Allocated__c
-Planned Bill Rate
-Planned_Bill_Rate__c
Planned_Bill_Rate__c
-Planned Hours
-Planned_Hours__c
Planned_Hours__c
#Planned Revenue (Hours)
#Planned_Revenue__c
Planned_Revenue__c
-Project
-Project__c
Project__c
-Project Task Hours
-Project_Task_Hours__c
Project_Task_Hours__c
-Projected Revenue
-Projected_Revenue__c
Projected_Revenue__c
-Rate Card
-Rate_Card__c
Rate_Card__c
-Recalculate Project Monitor Fields
-Recalculate_Project_Monitor_Fields__c
Recalculate_Project_Monitor_Fields__c
-Resource
-Resource__c
Resource__c
-Resource Cost Rate Date
-Resource_Cost_Rate_Date__c
Resource_Cost_Rate_Date__c
-Resource Request
-Resource_Request__c
Resource_Request__c
-Role
-Role__c
Role__c
-Schedule
-Schedule__c
Schedule__c
-Schedule Updated
-Schedule_Updated__c
Schedule_Updated__c
#Scheduled Days
#Scheduled_Days__c
Scheduled_Days__c
#Scheduled Hours
#Scheduled_Hours__c
Scheduled_Hours__c
#Send to Third-Party Expenses Application
#Send_to_Third_Party_Expenses_Application__c
Send_to_Third_Party_Expenses_Application__c
-Show Assignment Methodologies Only
-Show_Assignment_Methodologies_Only__c
Show_Assignment_Methodologies_Only__c
-Show Assignment Milestones Only
-Show_Assignment_Milestones_Only__c
Show_Assignment_Milestones_Only__c
-Show Assignment Phases Only
-Show_Assignment_Phases_Only__c
Show_Assignment_Phases_Only__c
-Source
-Source__c
Source__c
-Source Assignment
-Source_Assignment__c
Source_Assignment__c
#Start Date
#Start_Date__c
Start_Date__c
-Status
-Status__c
Status__c
#Suggested Bill Rate
#Suggested_Bill_Rate__c
Suggested_Bill_Rate__c
-Suggested Bill Rate Currency Code
-Suggested_Bill_Rate_Currency_Code__c
Suggested_Bill_Rate_Currency_Code__c
-Suggested Bill Rate Number
-Suggested_Bill_Rate_Number__c
Suggested_Bill_Rate_Number__c
-Team Member Swap Date
-Team_Member_Swap_Date__c
Team_Member_Swap_Date__c
-Team Member Swapped Out
-Team_Member_Swapped_Out__c
Team_Member_Swapped_Out__c
-Team Schedule Slot
-Team_Schedule_Slot__c
Team_Schedule_Slot__c
-Team Schedule Slot Key
-Team_Schedule_Slot_Key__c
Team_Schedule_Slot_Key__c
-Third-Party Expenses App Correlation ID
-Third_Party_Expenses_App_Correlation_ID__c
Third_Party_Expenses_App_Correlation_ID__c
-Time Credited
-Time_Credited__c
Time_Credited__c
-Time Excluded
-Time_Excluded__c
Time_Excluded__c
-Timecard External Costs In Financials
-Timecard_External_Costs_In_Financials__c
Timecard_External_Costs_In_Financials__c
-Timecard External Costs Submitted
-Timecard_External_Costs_Submitted__c
Timecard_External_Costs_Submitted__c
-Timecard Internal Costs In Financials
-Timecard_Internal_Costs_In_Financials__c
Timecard_Internal_Costs_In_Financials__c
-Timecard Internal Costs Submitted
-Timecard_Internal_Costs_Submitted__c
Timecard_Internal_Costs_Submitted__c
-Use for Syncing Time from Jira
-Default_Assignment_to_Sync_Jira_Worklog__c
Default_Assignment_to_Sync_Jira_Worklog__c
-Use Project Currency For Resource Cost
-Use_Project_Currency_For_Resource_Cost__c
Use_Project_Currency_For_Resource_Cost__c
-Use Resource Currency For Resource Cost
-Use_Resource_Currency_For_Resource_Cost__c
Use_Resource_Currency_For_Resource_Cost__c
-Use Resource Default Cost Rate
-Use_Resource_Default_Cost_Rate__c
Use_Resource_Default_Cost_Rate__c
-Use Resource Default Cost Rate as Daily
-Use_Resource_Default_Cost_Rate_as_Daily__c
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
Name
-% Hours Completed for Recognition
-Percent_Hours_Completed_For_Recognition__c
Percent_Hours_Completed_For_Recognition__c
-Action: Refresh Expense Roll-Ups
-Action_Refresh_Expense_Rollups__c
Action_Refresh_Expense_Rollups__c
-Action: Refresh Timecard Roll-Ups
-Action_Refresh_Timecard_Rollups__c
Action_Refresh_Timecard_Rollups__c
-Actual Date
-Actual_Date__c
Actual_Date__c
-Admin Global Edit
-Admin_Global_Edit__c
Admin_Global_Edit__c
-Apply Default Bill Rate to Timecard
-Apply_Default_Bill_Rate_to_Timecard__c
Apply_Default_Bill_Rate_to_Timecard__c
-Approved
-Approved__c
Approved__c
-Approved for Billing
-Approved_for_Billing__c
Approved_for_Billing__c
-Approved for Vendor Payment
-Approved_for_Vendor_Payment__c
Approved_for_Vendor_Payment__c
-Approver
-Approver__c
Approver__c
-Audit Notes
-Audit_Notes__c
Audit_Notes__c
-Bill Date
-Bill_Date__c
Bill_Date__c
-Bill Transaction
-Bill_Transaction__c
Bill_Transaction__c
-Billable Amount In Financials
-Billable_Amount_In_Financials__c
Billable_Amount_In_Financials__c
-Billable Amount Submitted
-Billable_Amount_Submitted__c
Billable_Amount_Submitted__c
-Billable Days In Financials
-Billable_Days_In_Financials__c
Billable_Days_In_Financials__c
-Billable Days Submitted
-Billable_Days_Submitted__c
Billable_Days_Submitted__c
-Billable Expenses In Financials
-Billable_Expenses_In_Financials__c
Billable_Expenses_In_Financials__c
-Billable Expenses Submitted
-Billable_Expenses_Submitted__c
Billable_Expenses_Submitted__c
-Billable Hours In Financials
-Billable_Hours_In_Financials__c
Billable_Hours_In_Financials__c
-Billable Hours Submitted
-Billable_Hours_Submitted__c
Billable_Hours_Submitted__c
-Billed
-Billed__c
Billed__c
#Billing Event
#Billing_Event__c
Billing_Event__c
#Billing Event Invoiced
#Billing_Event_Invoiced__c
Billing_Event_Invoiced__c
-Billing Event Item
-Billing_Event_Item__c
Billing_Event_Item__c
#Billing Event Released
#Billing_Event_Released__c
Billing_Event_Released__c
#Billing Event Status
#Billing_Event_Status__c
Billing_Event_Status__c
-Billing Hold
-Billing_Hold__c
Billing_Hold__c
-Budget Allocation
-Budget_Allocation__c
Budget_Allocation__c
-Closed for Expense Entry
-Closed_for_Expense_Entry__c
Closed_for_Expense_Entry__c
-Closed for Time Entry
-Closed_for_Time_Entry__c
Closed_for_Time_Entry__c
-Cost Transaction
-Cost_Transaction__c
Cost_Transaction__c
-Default Bill Rate
-Default_Bill_Rate__c
Default_Bill_Rate__c
-Default Bill Rate is Daily Rate
-Default_Bill_Rate_is_Daily_Rate__c
Default_Bill_Rate_is_Daily_Rate__c
-Description
-Description__c
Description__c
-Disable Project Task Hours Roll Up
-Disable_Project_Task_Hours_Roll_Up__c
Disable_Project_Task_Hours_Roll_Up__c
#Eligible for Billing
#Eligible_for_Billing__c
Eligible_for_Billing__c
-Estimated Time To Completion
-Estimated_Time_To_Completion__c
Estimated_Time_To_Completion__c
-Exclude from Billing
-Exclude_from_Billing__c
Exclude_from_Billing__c
-Exclude from Timecard Expense Rollups
-Exclude_From_Tc_Exp_Rollups__c
Exclude_From_Tc_Exp_Rollups__c
-Include In Financials
-Include_In_Financials__c
Include_In_Financials__c
-Invoice Date
-Invoice_Date__c
Invoice_Date__c
-Invoice Number
-Invoice_Number__c
Invoice_Number__c
-Invoice Transaction
-Invoice_Transaction__c
Invoice_Transaction__c
-Invoiced
-Invoiced__c
Invoiced__c
-Log Milestone Cost As External
-Log_Milestone_Cost_As_External__c
Log_Milestone_Cost_As_External__c
-Milestone Amount
-Milestone_Amount__c
Milestone_Amount__c
-Milestone Cost
-Milestone_Cost__c
Milestone_Cost__c
-Non-Billable Days In Financials
-Non_Billable_Days_In_Financials__c
Non_Billable_Days_In_Financials__c
-Non-Billable Days Submitted
-Non_Billable_Days_Submitted__c
Non_Billable_Days_Submitted__c
-Non-Billable Expenses In Financials
-Non_Billable_Expenses_In_Financials__c
Non_Billable_Expenses_In_Financials__c
-Non-Billable Expenses Submitted
-Non_Billable_Expenses_Submitted__c
Non_Billable_Expenses_Submitted__c
-Non-Billable Hours In Financials
-Non_Billable_Hours_In_Financials__c
Non_Billable_Hours_In_Financials__c
-Non-Billable Hours Submitted
-Non_Billable_Hours_Submitted__c
Non_Billable_Hours_Submitted__c
-Opportunity Product
-Opportunity_Product__c
Opportunity_Product__c
-Override Project Group
-Override_Project_Group__c
Override_Project_Group__c
#Override Project Group Currency Code
#Override_Project_Group_Currency_Code__c
Override_Project_Group_Currency_Code__c
-Override Project Practice
-Override_Project_Practice__c
Override_Project_Practice__c
#Override Project Practice Currency Code
#Override_Project_Practice_Currency_Code__c
Override_Project_Practice_Currency_Code__c
-Override Project Region
-Override_Project_Region__c
Override_Project_Region__c
#Override Project Region Currency Code
#Override_Project_Region_Currency_Code__c
Override_Project_Region_Currency_Code__c
-Planned Hours
-Planned_Hours__c
Planned_Hours__c
-Project
-Project__c
Project__c
-Project Currency Exchange Rate
-Project_Currency_Exchange_Rate__c
Project_Currency_Exchange_Rate__c
-Project Task Hours
-Project_Task_Hours__c
Project_Task_Hours__c
-Recognition Method
-Recognition_Method__c
Recognition_Method__c
-Requires Customer Sign-off
-Requires_Customer_Sign_off__c
Requires_Customer_Sign_off__c
-Source Milestone
-Source_Milestone__c
Source_Milestone__c
-Start Date
-Start_Date__c
Start_Date__c
-Status
-Status__c
Status__c
-Target Date
-Target_Date__c
Target_Date__c
-Timecard External Costs In Financials
-Timecard_External_Costs_In_Financials__c
Timecard_External_Costs_In_Financials__c
-Timecard External Costs Submitted
-Timecard_External_Costs_Submitted__c
Timecard_External_Costs_Submitted__c
-Timecard Internal Costs In Financials
-Timecard_Internal_Costs_In_Financials__c
Timecard_Internal_Costs_In_Financials__c
-Timecard Internal Costs Submitted
-Timecard_Internal_Costs_Submitted__c
Timecard_Internal_Costs_Submitted__c
-Total Completed Points from Tasks
-Total_Completed_Points_from_Tasks__c
Total_Completed_Points_from_Tasks__c
-Total Number of Completed Tasks
-Total_Number_of_Completed_Tasks__c
Total_Number_of_Completed_Tasks__c
-Total Number of Tasks
-Total_Number_of_Tasks__c
Total_Number_of_Tasks__c
-Total Points from Tasks
-Total_Points_from_Tasks__c
Total_Points_from_Tasks__c
-Transaction
-Transaction__c
Transaction__c
-Vendor Account
-Vendor_Account__c
Vendor_Account__c
-Vendor Invoice Item
-Vendor_Invoice_Item__c
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
Name
-Assignment
-Assignment__c
Assignment__c
-Milestone
-Milestone__c
Milestone__c
#Resource Id
#Resource_Id__c
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
Name
-Assignment
-Assignment__c
Assignment__c
-Date
-Date__c
Date__c
#LastModifiedByUsername
#LastModifiedByUsername__c
LastModifiedByUsername__c
-Note
-Note__c
Note__c
#Project
#Project__c
Project__c
#Resource
#Resource__c
Resource__c
Assignment_Daily_Note__c->Assignment__c
Budget_Allocation__c->Proj__c
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