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
Budget__c
Budget
+!!Budget Name!!Name
-!!Account!!Account__c
-!!Admin Global Edit!!Admin_Global_Edit__c
-!!Amount!!Amount__c
-!!Amount Consumed!!Amount_Consumed__c
-!!Amount Consumed Alert Threshold 1-2!!Amount_Consumed_Alert_Threshold_1__c
-!!Amount Consumed by Expenses!!Amount_Consumed_by_Expenses__c
-!!Amount Consumed by Milestone Fees!!Amount_Consumed_by_Milestones__c
-!!Amount Consumed by Misc Adjustments!!Amount_Consumed_by_Misc_Adjustments__c
-!!Amount Consumed by Timecard Splits!!Amount_Consumed_by_Timecard_Splits__c
#!!Amount Remaining!!Amount_Remaining__c
-!!Apply Billing Cap!!Apply_Billing_Cap__c
-!!Approved!!Approved__c
-!!Approver!!Approver__c
-!!Audit Notes!!Audit_Notes__c
-!!Budget Header!!Budget_Header__c
-!!Customer Reference!!Customer_Reference__c
-!!DEPRECATED: Approved for Billing!!Approved_for_Billing__c
-!!DEPRECATED: Bill Date!!Bill_Date__c
-!!DEPRECATED: Billable!!Billable__c
-!!DEPRECATED: Billed!!Billed__c
#!!DEPRECATED: Billing Event!!Billing_Event__c
#!!DEPRECATED: Billing Event Invoiced!!Billing_Event_Invoiced__c
-!!DEPRECATED: Billing Event Item!!Billing_Event_Item__c
#!!DEPRECATED: Billing Event Released!!Billing_Event_Released__c
#!!DEPRECATED: Billing Event Status!!Billing_Event_Status__c
-!!DEPRECATED: Billing Hold!!Billing_Hold__c
#!!DEPRECATED: Eligible for Billing!!Eligible_for_Billing__c
-!!DEPRECATED: Exclude from Billing!!Exclude_from_Billing__c
-!!DEPRECATED: Expense Amount!!Expense_Amount__c
-!!DEPRECATED: Invoice Date!!Invoice_Date__c
-!!DEPRECATED: Invoice Number!!Invoice_Number__c
-!!DEPRECATED: Invoiced!!Invoiced__c
-!!DEPRECATED: Pre-Billed Amount!!Pre_Billed_Amount__c
-!!DEPRECATED: Pre-Billed Amount!!PreBilledAmount__c
-!!DEPRECATED: Pre-Billed Transaction!!Pre_Billed_Transaction__c
#!!DEPRECATED: Total Amount!!Total_Amount__c
-!!Description!!Description__c
-!!Effective Date!!Effective_Date__c
-!!Expense Transaction!!Expense_Transaction__c
-!!Include In Financials!!Include_In_Financials__c
-!!Opportunity!!Opportunity__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
-!!Project!!Project__c
-!!Status!!Status__c
-!!Transaction!!Transaction__c
-!!Type!!Type__c
+ Clear_Billing_Data()
Billing_Event_Item__c
Billing Event Item
Budget__c->Billing_Event_Item__c
Expense__c
Expense
+!!Expense Number!!Name
-!!Admin Global Edit!!Admin_Global_Edit__c
-!!Amount!!Amount__c
#!!Amount To Bill!!Amount_To_Bill__c
#!!Amount To Reimburse!!Amount_To_Reimburse__c
-!!Applied Expense Rate!!Applied_Expense_Rate__c
-!!Approved!!Approved__c
-!!Approved for Billing!!Approved_for_Billing__c
-!!Approved for Vendor Payment!!Approved_for_Vendor_Payment__c
-!!Assignment!!Assignment__c
-!!Attachments moved to ER!!Attachments_moved_to_ER__c
-!!Audit Notes!!Audit_Notes__c
-!!Audit Notes History!!Audit_Notes_History__c
-!!Bill Date!!Bill_Date__c
-!!Bill Transaction!!Bill_Transaction__c
-!!Billable!!Billable__c
#!!Billable Amount!!Billable_Amount__c
#!!Billable Fee Flat!!Billable_Fee_Flat__c
-!!Billable Fee Flat Amount!!Billable_Fee_Flat_Amount__c
-!!Billable Fee Percentage!!Billable_Fee_Percentage__c
-!!Billed!!Billed__c
-!!Billing Amount!!Billing_Amount__c
-!!Billing Amount (Pre-Fee Subtotal)!!Billing_Amount_Pre_Fee_Subtotal__c
-!!Billing Currency!!Billing_Currency__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
-!!Cost Transaction!!Cost_Transaction__c
-!!Description!!Description__c
-!!Distance!!Distance__c
#!!Eligible for Billing!!Eligible_for_Billing__c
-!!Exchange Rate (Billing Currency)!!Exchange_Rate_Billing_Currency__c
-!!Exchange Rate (Incurred Currency)!!Exchange_Rate_Incurred_Currency__c
-!!Exchange Rate (Reimbursement Currency)!!Exchange_Rate_Reimbursement_Currency__c
-!!Exchange Rate (Resource-Defined)!!Exchange_Rate_Resource_Defined__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!Expense Date!!Expense_Date__c
-!!Expense Report!!Expense_Report__c
-!!Expense Split Parent!!Expense_Split_Parent__c
-!!Include In Financials!!Include_In_Financials__c
-!!Incurred Tax!!Incurred_Tax__c
-!!Incurred Tax Non-Billable!!Incurred_Tax_Non_Billable__c
-!!Invoice Date!!Invoice_Date__c
-!!Invoice Number!!Invoice_Number__c
-!!Invoice Transaction!!Invoice_Transaction__c
-!!Invoiced!!Invoiced__c
-!!Lost Receipt!!Lost_Receipt__c
-!!Milestone!!Milestone__c
-!!Mobile Expense Reference ID!!Mobile_Expense_Reference_ID__c
#!!Non-Billable Amount!!Non_Billable_Amount__c
-!!Non-Billable Incurred Amount!!Non_Billable_Incurred_Amount__c
#!!Non-Billable Incurred Subtotal!!Non_Billable_Incurred_Subtotal__c
-!!Non-Reimbursable!!Non_Reimbursible__c
-!!Notes!!Notes__c
-!!Override Group!!Override_Group__c
#!!Override Group Currency Code!!Override_Group_Currency_Code__c
-!!Override Practice!!Override_Practice__c
#!!Override Practice Currency Code!!Override_Practice_Currency_Code__c
-!!Override Rate (Billing Currency)!!Override_Rate_Billing_Currency__c
-!!Override Rate (Incurred Currency)!!Override_Rate_Incurred_Currency__c
-!!Override Rate (Reimbursement Currency)!!Override_Rate_Reimbursement_Currency__c
-!!Override Region!!Override_Region__c
#!!Override Region Currency Code!!Override_Region_Currency_Code__c
-!!Project!!Project__c
-!!Project Methodology!!Project_Methodology__c
-!!Project Phase!!Project_Phase__c
-!!Rate Unit!!Rate_Unit__c
-!!Recognition Method!!Recognition_Method__c
-!!Reimbursement Amount!!Reimbursement_Amount__c
-!!Reimbursement Amount In Project Currency!!Reimbursement_Amount_In_Project_Currency__c
-!!Reimbursement Currency!!Reimbursement_Currency__c
-!!Resource!!Resource__c
-!!Revenue Transaction!!Revenue_Transaction__c
-!!Split Expense!!Split_Expense__c
-!!Split Notes!!Split_Notes__c
-!!Status!!Status__c
-!!Submitted!!Submitted__c
-!!Synchronous Update Required!!Synchronous_Update_Required__c
-!!Tax Type!!Tax_Type__c
-!!Third-Party Expenses App Expense ID!!Third_Party_Expenses_App_Expense_ID__c
-!!Type!!Type__c
-!!Vendor Invoice Item!!Vendor_Invoice_Item__c
+ Admin_Edit()
+ Multiple_Expense_Entry_UI()
+ Ready_to_Submit()
+ Edit_Expenses()
+ Clear_Billing_Data()
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()
Expense__c->Milestone__c
Miscellaneous_Adjustment__c
Miscellaneous Adjustment
+!!Miscellaneous Adjustment Name!!Name
-!!Admin Global Edit!!Admin_Global_Edit__c
-!!Amount!!Amount__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
-!!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
-!!Description!!Description__c
-!!Effective Date!!Effective_Date__c
#!!Eligible for Billing!!Eligible_for_Billing__c
-!!Exclude from Billing!!Exclude_from_Billing__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
-!!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
-!!Project!!Project__c
-!!Recognition Method!!Recognition_Method__c
-!!Status!!Status__c
-!!Transaction!!Transaction__c
-!!Transaction Category!!Transaction_Category__c
-!!Vendor Account!!Vendor_Account__c
-!!Vendor Invoice Item!!Vendor_Invoice_Item__c
+ Clear_Billing_Data()
Timecard__c
Timecard Split
+!!Timecard Split Id!!Name
-!!Approved!!Approved__c
-!!Approved for Billing!!Approved_for_Billing__c
-!!Approved for Vendor Payment!!Approved_for_Vendor_Payment__c
-!!Assignment!!Assignment__c
-!!Bill Date!!Bill_Date__c
-!!Bill Transaction!!Bill_Transaction__c
-!!Billable!!Billable__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
#!!Cost Rate Currency Code!!Cost_Rate_Currency_Code__c
-!!Cost Rate Exchange Rate!!Cost_Rate_Exchange_Rate__c
-!!Cost Transaction!!Cost_Transaction__c
#!!Eligible for Billing!!Eligible_for_Billing__c
-!!End Date!!End_Date__c
-!!Est Vs Actuals!!Est_Vs_Actuals__c
-!!Estimated Time To Completion!!Estimated_Time_To_Completion__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!External Resource!!External_Resource__c
-!!Friday Hours!!Friday_Hours__c
-!!Friday Notes!!Friday_Notes__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
-!!Location - Fri!!Location_Fri__c
-!!Location - Mon!!Location_Mon__c
-!!Location - Sat!!Location_Sat__c
-!!Location - Sun!!Location_Sun__c
-!!Location - Thu!!Location_Thu__c
-!!Location - Tue!!Location_Tue__c
-!!Location - Wed!!Location_Wed__c
-!!Milestone!!Milestone__c
-!!Monday Hours!!Monday_Hours__c
-!!Monday Notes!!Monday_Notes__c
-!!Override Cost Group!!Override_Cost_Group__c
-!!Override Cost Group Currency Code!!Override_Cost_Group_Currency_Code__c
-!!Override Cost Practice!!Override_Cost_Practice__c
-!!Override Cost Practice Currency Code!!Override_Cost_Practice_Currency_Code__c
-!!Override Cost Region!!Override_Cost_Region__c
-!!Override Cost Region Currency Code!!Override_Cost_Region_Currency_Code__c
-!!Override Revenue Group!!Override_Revenue_Group__c
-!!Override Revenue Group Currency Code!!Override_Revenue_Group_Currency_Code__c
-!!Override Revenue Practice!!Override_Revenue_Practice__c
-!!Override Revenue Practice Currency Code!!Override_Revenue_Practice_Currency_Code__c
-!!Override Revenue Region!!Override_Revenue_Region__c
-!!Override Revenue Region Currency Code!!Override_Revenue_Region_Currency_Code__c
-!!Project!!Project__c
-!!Project Exchange Rate!!Project_Exchange_Rate__c
-!!Recognition Method!!Recognition_Method__c
-!!Resource!!Resource__c
-!!Revenue Transaction!!Revenue_Transaction__c
-!!Saturday Hours!!Saturday_Hours__c
-!!Saturday Notes!!Saturday_Notes__c
-!!Start Date!!Start_Date__c
-!!Status!!Status__c
-!!Submitted!!Submitted__c
-!!Sunday Hours!!Sunday_Hours__c
-!!Sunday Notes!!Sunday_Notes__c
-!!Synchronous Update Required!!Synchronous_Update_Required__c
-!!Thursday Hours!!Thursday_Hours__c
-!!Thursday Notes!!Thursday_Notes__c
-!!Time Credited!!Time_Credited__c
-!!Time Excluded!!Time_Excluded__c
-!!Time Transaction!!Time_Transaction__c
-!!Timecard Header!!Timecard_Header__c
-!!Timecard Notes!!Timecard_Notes__c
-!!Total Billable Amount!!Total_Billable_Amount__c
-!!Total Cost!!Total_Cost__c
-!!Total Days Worked!!Total_Days_Worked__c
-!!Total Hours!!Total_Hours__c
-!!Travel - Fri!!Travel_Fri__c
-!!Travel - Mon!!Travel_Mon__c
-!!Travel - Sat!!Travel_Sat__c
-!!Travel - Sun!!Travel_Sun__c
-!!Travel - Thu!!Travel_Thu__c
-!!Travel - Tue!!Travel_Tue__c
-!!Travel - Wed!!Travel_Wed__c
#!!Travel?!!Travel__c
-!!Tuesday Hours!!Tuesday_Hours__c
-!!Tuesday Notes!!Tuesday_Notes__c
-!!Vendor Invoice Item!!Vendor_Invoice_Item__c
-!!Wednesday Hours!!Wednesday_Hours__c
-!!Wednesday Notes!!Wednesday_Notes__c
+ Clear_Billing_Data()
Timecard__c->Milestone__c
Timecard__c->Billing_Event_Item__c
Billing_Event_Item__c->Expense__c
Billing_Event_Item__c->Milestone__c
Billing_Event_Item__c->Miscellaneous_Adjustment__c
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