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
Forecast_Enhanced_Detail_Category__c
Billing Forecast Detail Category
+Billing Forecast Detail Category Name
+Name
Name
-Actuals
-Actuals__c
Actuals__c
#Adjusted Value
#Adjusted_Value__c
Adjusted_Value__c
-Billing Forecast Detail
-Forecast_Enhanced_Detail__c
Forecast_Enhanced_Detail__c
-Billing Forecast Override
-Forecast_Enhanced_Override__c
Forecast_Enhanced_Override__c
-Billing Forecast Setup Category
-Forecast_Setup_Category__c
Forecast_Setup_Category__c
-Billing Forecast Total Value
-Forecast_Value__c
Forecast_Value__c
-Billings: Expenses
-Billings_Expenses__c
Billings_Expenses__c
-Billings: Milestones
-Billings_Milestones__c
Billings_Milestones__c
-Billings: Misc Adjustments
-Billings_Misc_Adjustments__c
Billings_Misc_Adjustments__c
-Billings: Timecards
-Billings_Timecards__c
Billings_Timecards__c
#Category Label
#Category_Label__c
Category_Label__c
-Override Created By
-Override_CreatedBy__c
Override_CreatedBy__c
#Override Created Date
#Override_CreatedDate__c
Override_CreatedDate__c
#Override Notes
#Override_Notes__c
Override_Notes__c
#Override Value
#Override_Value__c
Override_Value__c
-Scheduled Backlog
-Scheduled_Backlog__c
Scheduled_Backlog__c
-Scheduled: Assignments
-Scheduled_Assignments__c
Scheduled_Assignments__c
-Scheduled: Held RRs
-Scheduled_Held_Resource_Requests__c
Scheduled_Held_Resource_Requests__c
-Scheduled: Milestones
-Scheduled_Milestones__c
Scheduled_Milestones__c
-Scheduled: Unheld RRs
-Scheduled_Unheld_Resource_Requests__c
Scheduled_Unheld_Resource_Requests__c
-Unscheduled Backlog
-Unscheduled_Backlog__c
Unscheduled_Backlog__c
Forecast_Enhanced_Detail__c
Billing Forecast Detail
+Billing Forecast Detail Name
+Name
Name
-Billing Forecast Calculation
-Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Calculation__c
-Billings: Budgets
-Billings_Budgets__c
Billings_Budgets__c
-Billings: Expenses
-Billings_Expenses__c
Billings_Expenses__c
-Billings: Milestones
-Billings_Milestones__c
Billings_Milestones__c
-Billings: Misc Adjustments
-Billings_Misc_Adjustments__c
Billings_Misc_Adjustments__c
-Billings: Timecards
-Billings_Timecards__c
Billings_Timecards__c
-Opportunity
-Opportunity__c
Opportunity__c
-Parent Billing Forecast Summary
-Parent_Summary__c
Parent_Summary__c
-Perpetual Backlog: Budgets
-Perpetual_Backlog_Budgets__c
Perpetual_Backlog_Budgets__c
-Perpetual Backlog: Held RRs
-Perpetual_Backlog_Held_RR__c
Perpetual_Backlog_Held_RR__c
-Perpetual Backlog: Unheld RRs
-Perpetual_Backlog_Unheld_RR__c
Perpetual_Backlog_Unheld_RR__c
-Perpetual Billings: Budgets
-Perpetual_Billings_Budgets__c
Perpetual_Billings_Budgets__c
-Perpetual Billings: Expenses
-Perpetual_Billings_Expenses__c
Perpetual_Billings_Expenses__c
-Perpetual Billings: Milestones
-Perpetual_Billings_Milestones__c
Perpetual_Billings_Milestones__c
-Perpetual Billings: Misc Adjustments
-Perpetual_Billings_Misc_Adjustments__c
Perpetual_Billings_Misc_Adjustments__c
-Perpetual Billings: Timecards
-Perpetual_Billings_Timecards__c
Perpetual_Billings_Timecards__c
-Project
-Project__c
Project__c
-Scheduled: Assignments
-Scheduled_Assignments__c
Scheduled_Assignments__c
-Scheduled: Held Resource Requests
-Scheduled_Held_Resource_Requests__c
Scheduled_Held_Resource_Requests__c
-Scheduled: Milestones
-Scheduled_Milestones__c
Scheduled_Milestones__c
-Scheduled: Unheld Resource Requests
-Scheduled_Unheld_Resource_Requests__c
Scheduled_Unheld_Resource_Requests__c
-Unscheduled Backlog
-Unscheduled_Backlog__c
Unscheduled_Backlog__c
-Unscheduled Revenue
-Unscheduled_Revenue__c
Unscheduled_Revenue__c
Forecast_Enhanced_Detail_Category__c->Forecast_Enhanced_Detail__c
Forecast_Enhanced_Override__c
Billing Forecast Override
+Billing Forecast Override Name
+Name
Name
-Billing Forecast Calculation
-Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Calculation__c
-Billing Forecast Detail Category
-Forecast_Enhanced_Detail_Category__c
Forecast_Enhanced_Detail_Category__c
-Billing Forecast Summary Category
-Forecast_Enhanced_Summary_Category__c
Forecast_Enhanced_Summary_Category__c
-Group
-Group__c
Group__c
-Is Active
-Is_Active__c
Is_Active__c
-Notes
-Notes__c
Notes__c
-Opportunity
-Opportunity__c
Opportunity__c
-Override Value
-Override_Value__c
Override_Value__c
-Practice
-Practice__c
Practice__c
-Project
-Project__c
Project__c
-Region
-Region__c
Region__c
Forecast_Enhanced_Detail_Category__c->Forecast_Enhanced_Override__c
Forecast_Enhanced_Summary__c
Billing Forecast Summary
+Billing Forecast Summary Name
+Name
Name
-Billing Forecast Calculation
-Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Calculation__c
-Group
-Group__c
Group__c
-Group Plan
-Group_Plan__c
Group_Plan__c
-Parent Billing Forecast Summary
-Parent_Summary__c
Parent_Summary__c
-Practice
-Practice__c
Practice__c
-Practice Plan
-Practice_Plan__c
Practice_Plan__c
-Region
-Region__c
Region__c
-Region Plan
-Region_Plan__c
Region_Plan__c
Forecast_Enhanced_Calculation__c
Billing Forecast Calculation
+Billing Forecast Calculation Name
+Name
Name
-Backlog Calculation
-Backlog_Calculation__c
Backlog_Calculation__c
-Batch Id
-Batch_Id__c
Batch_Id__c
-Batch Process
-Batch_Process__c
Batch_Process__c
-Billing Forecast Setup
-Forecast_Setup__c
Forecast_Setup__c
-Committed
-Committed__c
Committed__c
-Current
-Current__c
Current__c
-Group
-Group__c
Group__c
-Practice
-Practice__c
Practice__c
-Region
-Region__c
Region__c
-Status
-Status__c
Status__c
-Time Period
-Time_Period__c
Time_Period__c
-Total Number of Logs
-Total_Number_Of_Logs__c
Total_Number_Of_Logs__c
+ View_Forecast()
Forecast_Enhanced_Summary__c->Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Detail__c->Forecast_Enhanced_Summary__c
Forecast_Enhanced_Detail__c->Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Calculation_Log__c
Billing Forecast Calculation Log
+Billing Forecast Calculation Log Name
+Name
Name
-Billing Forecast Calculation
-Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Calculation__c
-Message
-Message__c
Message__c
Forecast_Enhanced_Calculation_Log__c->Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Summary_Category__c
Billing Forecast Summary Category
+Billing Forecast Summary Category Name
+Name
Name
#Adjusted Value
#Adjusted_Value__c
Adjusted_Value__c
-Billing Forecast Opportunities Value
-Forecast_Opportunities_Value__c
Forecast_Opportunities_Value__c
-Billing Forecast Override
-Forecast_Enhanced_Override__c
Forecast_Enhanced_Override__c
-Billing Forecast Projects Value
-Forecast_Projects_Value__c
Forecast_Projects_Value__c
-Billing Forecast Setup Category
-Forecast_Setup_Category__c
Forecast_Setup_Category__c
-Billing Forecast Sublevels Value
-Forecast_Sublevels_Value__c
Forecast_Sublevels_Value__c
-Billing Forecast Summary
-Forecast_Enhanced_Summary__c
Forecast_Enhanced_Summary__c
-Billing Forecast Total Value
-Forecast_Value__c
Forecast_Value__c
#Category Label
#Category_Label__c
Category_Label__c
-Override Created By
-Override_CreatedBy__c
Override_CreatedBy__c
#Override Created Date
#Override_CreatedDate__c
Override_CreatedDate__c
#Override Notes
#Override_Notes__c
Override_Notes__c
-Override Roll-Up Variance
-Override_Rollup_Variance__c
Override_Rollup_Variance__c
#Override Value
#Override_Value__c
Override_Value__c
Forecast_Enhanced_Summary_Category__c->Forecast_Enhanced_Summary__c
Forecast_Enhanced_Override__c->Forecast_Enhanced_Summary_Category__c
Forecast_Enhanced_Override__c->Forecast_Enhanced_Calculation__c
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