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()
Budget_Header__c
Budget Header
+!!Budget Header Name!!Name
-!!Account!!Account__c
-!!Active!!Active__c
-!!Amount!!Amount__c
-!!Amount Consumed!!Amount_Consumed__c
-!!Amount Overrun Allowed!!Amount_Overrun_Allowed__c
-!!Amount Overrun Percentage!!Amount_Overrun_Percentage__c
#!!Amount Remaining!!Amount_Remaining__c
-!!Expense Amount!!Expense_Amount__c
-!!Expense Amount Consumed!!Expense_Amount_Consumed__c
-!!Expense Amount Overrun Allowed!!Expense_Amount_Overrun_Allowed__c
-!!Expense Amount Overrun Percentage!!Expense_Amount_Overrun_Percentage__c
#!!Expense Amount Remaining!!Expense_Amount_Remaining__c
#!!Maximum Consumable Total Amount!!Maximum_Consumable_Total_Amount__c
#!!Percent Total Amount Remaining!!Percent_Total_Amount_Remaining__c
-!!Project!!Project__c
#!!Total Amount!!Total_Amount__c
#!!Total Amount Consumed!!Total_Amount_Consumed__c
-!!Total Amount Overrun Allowed!!Total_Amount_Overrun_Allowed__c
-!!Total Amount Overrun Percentage!!Total_Amount_Overrun_Percentage__c
#!!Total Amount Remaining!!Total_Amount_Remaining__c
-!!Type!!Type__c
Budget__c->Budget_Header__c
Opportunity
Opportunity
-!!DEPRECATED: Pre-Billed Amount!!PreBilledAmount__c
-!!Forecast Curve!!Forecast_Curve__c
-!!Group!!Group__c
-!!Is Change Request!!Is_Change_Request__c
-!!Is Services Opportunity!!Is_Services_Opportunity__c
-!!Parent Opportunity!!Parent_Opportunity__c
-!!Practice!!Practice__c
-!!Pre-Billed Amount!!Pre_Billed_Amount__c
-!!Primary Project!!Primary_Project__c
-!!Rate Card Discount Limit!!Rate_Card_Discount_Limit__c
-!!Rate Card Percentage Discount!!Rate_Card_Percentage_Discount__c
-!!Rate Card Set!!Rate_Card_Set__c
-!!Region!!Region__c
#!!Services Attached % From Products!!Services_Attached_Percent_From_Products__c
-!!Services Attached From Products!!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
-!!Billable Expenses Budget!!Billable_Expenses_Budget__c
-!!Customer Purchase Order!!Customer_Purchase_Order__c
-!!Default!!Is_Default__c
#!!Internal Budget 1 Percent Allocation!!Internal_Budget_1_Percent_Formula__c
-!!Internal Budget 1-3!!Internal_Budget_1__c
-!!Internal Budget 2 Percent Allocation!!Internal_Budget_2_Percent_Allocation__c
-!!Internal Budget 3 Percent Allocation!!Internal_Budget_3_Percent_Allocation__c
-!!Non-Billable Expenses Budget!!Non_Billable_Expenses_Budget__c
-!!Project!!Project__c
Budget_Allocation__c->Budget__c
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