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
Budget__c
Budget
+Budget Name
+Name
Name
-Account
-Account__c
Account__c
-Admin Global Edit
-Admin_Global_Edit__c
Admin_Global_Edit__c
-Amount
-Amount__c
Amount__c
-Amount Consumed
-Amount_Consumed__c
Amount_Consumed__c
-Amount Consumed Alert Threshold 1-2
-Amount_Consumed_Alert_Threshold_1__c
Amount_Consumed_Alert_Threshold_1__c
-Amount Consumed by Expenses
-Amount_Consumed_by_Expenses__c
Amount_Consumed_by_Expenses__c
-Amount Consumed by Milestone Fees
-Amount_Consumed_by_Milestones__c
Amount_Consumed_by_Milestones__c
-Amount Consumed by Misc Adjustments
-Amount_Consumed_by_Misc_Adjustments__c
Amount_Consumed_by_Misc_Adjustments__c
-Amount Consumed by Timecard Splits
-Amount_Consumed_by_Timecard_Splits__c
Amount_Consumed_by_Timecard_Splits__c
#Amount Remaining
#Amount_Remaining__c
Amount_Remaining__c
-Apply Billing Cap
-Apply_Billing_Cap__c
Apply_Billing_Cap__c
-Approved
-Approved__c
Approved__c
-Approver
-Approver__c
Approver__c
-Audit Notes
-Audit_Notes__c
Audit_Notes__c
-Budget Header
-Budget_Header__c
Budget_Header__c
-Customer Reference
-Customer_Reference__c
Customer_Reference__c
-DEPRECATED: Approved for Billing
-Approved_for_Billing__c
Approved_for_Billing__c
-DEPRECATED: Bill Date
-Bill_Date__c
Bill_Date__c
-DEPRECATED: Billable
-Billable__c
Billable__c
-DEPRECATED: Billed
-Billed__c
Billed__c
#DEPRECATED: Billing Event
#Billing_Event__c
Billing_Event__c
#DEPRECATED: Billing Event Invoiced
#Billing_Event_Invoiced__c
Billing_Event_Invoiced__c
-DEPRECATED: Billing Event Item
-Billing_Event_Item__c
Billing_Event_Item__c
#DEPRECATED: Billing Event Released
#Billing_Event_Released__c
Billing_Event_Released__c
#DEPRECATED: Billing Event Status
#Billing_Event_Status__c
Billing_Event_Status__c
-DEPRECATED: Billing Hold
-Billing_Hold__c
Billing_Hold__c
#DEPRECATED: Eligible for Billing
#Eligible_for_Billing__c
Eligible_for_Billing__c
-DEPRECATED: Exclude from Billing
-Exclude_from_Billing__c
Exclude_from_Billing__c
-DEPRECATED: Expense Amount
-Expense_Amount__c
Expense_Amount__c
-DEPRECATED: Invoice Date
-Invoice_Date__c
Invoice_Date__c
-DEPRECATED: Invoice Number
-Invoice_Number__c
Invoice_Number__c
-DEPRECATED: Invoiced
-Invoiced__c
Invoiced__c
-DEPRECATED: Pre-Billed Amount
-Pre_Billed_Amount__c
Pre_Billed_Amount__c
-DEPRECATED: Pre-Billed Amount
-PreBilledAmount__c
PreBilledAmount__c
-DEPRECATED: Pre-Billed Transaction
-Pre_Billed_Transaction__c
Pre_Billed_Transaction__c
#DEPRECATED: Total Amount
#Total_Amount__c
Total_Amount__c
-Description
-Description__c
Description__c
-Effective Date
-Effective_Date__c
Effective_Date__c
-Expense Transaction
-Expense_Transaction__c
Expense_Transaction__c
-Include In Financials
-Include_In_Financials__c
Include_In_Financials__c
-Opportunity
-Opportunity__c
Opportunity__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
-Project
-Project__c
Project__c
-Status
-Status__c
Status__c
-Transaction
-Transaction__c
Transaction__c
-Type
-Type__c
Type__c
+ Clear_Billing_Data()
Budget_Header__c
Budget Header
+Budget Header Name
+Name
Name
-Account
-Account__c
Account__c
-Active
-Active__c
Active__c
-Amount
-Amount__c
Amount__c
-Amount Consumed
-Amount_Consumed__c
Amount_Consumed__c
-Amount Overrun Allowed
-Amount_Overrun_Allowed__c
Amount_Overrun_Allowed__c
-Amount Overrun Percentage
-Amount_Overrun_Percentage__c
Amount_Overrun_Percentage__c
#Amount Remaining
#Amount_Remaining__c
Amount_Remaining__c
-Expense Amount
-Expense_Amount__c
Expense_Amount__c
-Expense Amount Consumed
-Expense_Amount_Consumed__c
Expense_Amount_Consumed__c
-Expense Amount Overrun Allowed
-Expense_Amount_Overrun_Allowed__c
Expense_Amount_Overrun_Allowed__c
-Expense Amount Overrun Percentage
-Expense_Amount_Overrun_Percentage__c
Expense_Amount_Overrun_Percentage__c
#Expense Amount Remaining
#Expense_Amount_Remaining__c
Expense_Amount_Remaining__c
#Maximum Consumable Total Amount
#Maximum_Consumable_Total_Amount__c
Maximum_Consumable_Total_Amount__c
#Percent Total Amount Remaining
#Percent_Total_Amount_Remaining__c
Percent_Total_Amount_Remaining__c
-Project
-Project__c
Project__c
#Total Amount
#Total_Amount__c
Total_Amount__c
#Total Amount Consumed
#Total_Amount_Consumed__c
Total_Amount_Consumed__c
-Total Amount Overrun Allowed
-Total_Amount_Overrun_Allowed__c
Total_Amount_Overrun_Allowed__c
-Total Amount Overrun Percentage
-Total_Amount_Overrun_Percentage__c
Total_Amount_Overrun_Percentage__c
#Total Amount Remaining
#Total_Amount_Remaining__c
Total_Amount_Remaining__c
-Type
-Type__c
Type__c
Budget__c->Budget_Header__c
Opportunity
Opportunity
-DEPRECATED: Pre-Billed Amount
-PreBilledAmount__c
PreBilledAmount__c
-Forecast Curve
-Forecast_Curve__c
Forecast_Curve__c
-Group
-Group__c
Group__c
-Is Change Request
-Is_Change_Request__c
Is_Change_Request__c
-Is Services Opportunity
-Is_Services_Opportunity__c
Is_Services_Opportunity__c
-Parent Opportunity
-Parent_Opportunity__c
Parent_Opportunity__c
-Practice
-Practice__c
Practice__c
-Pre-Billed Amount
-Pre_Billed_Amount__c
Pre_Billed_Amount__c
-Primary Project
-Primary_Project__c
Primary_Project__c
-Rate Card Discount Limit
-Rate_Card_Discount_Limit__c
Rate_Card_Discount_Limit__c
-Rate Card Percentage Discount
-Rate_Card_Percentage_Discount__c
Rate_Card_Percentage_Discount__c
-Rate Card Set
-Rate_Card_Set__c
Rate_Card_Set__c
-Region
-Region__c
Region__c
#Services Attached % From Products
#Services_Attached_Percent_From_Products__c
Services_Attached_Percent_From_Products__c
-Services Attached From Products
-Services_Attached_From_Products__c
Services_Attached_From_Products__c
+ Create_Change_Request()
+ Create_Project()
+ Apply_Rate_Card_Discount()
+ Run_Revenue_Forecast()
Budget__c->Opportunity
Budget_Allocation__c
Budget Allocation
+Budget Allocation Name
+Name
Name
-Billable Expenses Budget
-Billable_Expenses_Budget__c
Billable_Expenses_Budget__c
-Customer Purchase Order
-Customer_Purchase_Order__c
Customer_Purchase_Order__c
-Default
-Is_Default__c
Is_Default__c
#Internal Budget 1 Percent Allocation
#Internal_Budget_1_Percent_Formula__c
Internal_Budget_1_Percent_Formula__c
-Internal Budget 1-3
-Internal_Budget_1__c
Internal_Budget_1__c
-Internal Budget 2 Percent Allocation
-Internal_Budget_2_Percent_Allocation__c
Internal_Budget_2_Percent_Allocation__c
-Internal Budget 3 Percent Allocation
-Internal_Budget_3_Percent_Allocation__c
Internal_Budget_3_Percent_Allocation__c
-Non-Billable Expenses Budget
-Non_Billable_Expenses_Budget__c
Non_Billable_Expenses_Budget__c
-Project
-Project__c
Project__c
Budget_Allocation__c->Budget__c
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