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