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
Practice__c
Practice
+Practice Name
+Name
Name
-Action: Update Current Time Period
-Action_Update_Current_Time_Period__c
Action_Update_Current_Time_Period__c
-Actuals: Last Update Date
-Actuals_Last_Update_Date__c
Actuals_Last_Update_Date__c
-Actuals: Last Updated By
-Actuals_Last_Updated_By__c
Actuals_Last_Updated_By__c
-Backlog: Last Update Date
-Backlog_Last_Update_Date__c
Backlog_Last_Update_Date__c
-Backlog: Last Updated By
-Backlog_Last_Updated_By__c
Backlog_Last_Updated_By__c
-Billable Hours (External)
-Billable_External_Hours__c
Billable_External_Hours__c
-Billable Hours (Internal)
-Billable_Internal_Hours__c
Billable_Internal_Hours__c
-Billed
-Billed__c
Billed__c
-Billings
-Billings__c
Billings__c
-Bookings
-Bookings__c
Bookings__c
-Credited Hours
-Credited_Non_Billable_Internal_Hours__c
Credited_Non_Billable_Internal_Hours__c
-Current Time Period
-Current_Time_Period__c
Current_Time_Period__c
-Current Time Period End Date
-Current_Time_Period_End_Date__c
Current_Time_Period_End_Date__c
-Default Work Calendar
-Default_Work_Calendar__c
Default_Work_Calendar__c
-Exclude from Utilization
-Exclude_From_Utilization__c
Exclude_From_Utilization__c
-Excluded Hours
-Excluded_Hours__c
Excluded_Hours__c
-Expense Budget
-Expense_Budget__c
Expense_Budget__c
-Expense Costs
-Expense_Costs__c
Expense_Costs__c
-External Costs
-External_Costs__c
External_Costs__c
-Global Practice
-Global_Practice__c
Global_Practice__c
-Hierarchy Depth
-Hierarchy_Depth__c
Hierarchy_Depth__c
-Hist Sch Utilization Billable Hours
-Hist_Sch_Utilization_Billable_Hours__c
Hist_Sch_Utilization_Billable_Hours__c
-Hist Sch Utilization Credited Hours
-Hist_Sch_Utilization_Credited_Hours__c
Hist_Sch_Utilization_Credited_Hours__c
-Hist Sch Utilization Excluded Hours
-Hist_Sch_Utilization_Excluded_Hours__c
Hist_Sch_Utilization_Excluded_Hours__c
-Hist Sch Utilization Held Hours
-Hist_Sch_Utilization_Held_Hours__c
Hist_Sch_Utilization_Held_Hours__c
-Hist Sch Utilization Non Billable Hrs
-Hist_Sch_Utilization_Non_Billable_Hrs__c
Hist_Sch_Utilization_Non_Billable_Hrs__c
-Historical Utilization
-Historical_Utilization__c
Historical_Utilization__c
-Historical Utilization Billable Hours
-Historical_Utilization_Billable_Hours__c
Historical_Utilization_Billable_Hours__c
-Historical Utilization Calendar Hours
-Historical_Utilization_Calendar_Hours__c
Historical_Utilization_Calendar_Hours__c
-Historical Utilization Credited Hours
-Historical_Utilization_Credited_Hours__c
Historical_Utilization_Credited_Hours__c
-Historical Utilization Excluded Hours
-Historical_Utilization_Excluded_Hours__c
Historical_Utilization_Excluded_Hours__c
-Historical Utilization Non Billable Hrs
-Historical_Utilization_Non_Billable_Hrs__c
Historical_Utilization_Non_Billable_Hrs__c
#Historical Utilization Target
#Historical_Utilization_Target__c
Historical_Utilization_Target__c
#Historical Utilization Target Attainment
#Historical_Utilization_Target_Attainment__c
Historical_Utilization_Target_Attainment__c
-Historical Utilization Target Hours
-Historical_Utilization_Target_Hours__c
Historical_Utilization_Target_Hours__c
-Inactive Project Backlog
-Inactive_Project_Backlog__c
Inactive_Project_Backlog__c
-Include In Forecasting
-Include_In_Forecasting__c
Include_In_Forecasting__c
-Internal Budget
-Internal_Budget__c
Internal_Budget__c
-Internal Costs
-Internal_Costs__c
Internal_Costs__c
-Invoiced
-Invoiced__c
Invoiced__c
#Margin
#Margin__c
Margin__c
-Non-Billable Hours (External)
-Non_Billable_External_Hours__c
Non_Billable_External_Hours__c
-Non-Billable Hours (Internal)
-Non_Billable_Internal_Hours__c
Non_Billable_Internal_Hours__c
-Other Costs
-Other_Costs__c
Other_Costs__c
-Parent Practice
-Parent_Practice__c
Parent_Practice__c
-Pass-Through Billings
-Pass_Through_Billings__c
Pass_Through_Billings__c
-Plan: Last Update Date
-Plan_Last_Update_Date__c
Plan_Last_Update_Date__c
-Plan: Last Updated By
-Plan_Last_Updated_By__c
Plan_Last_Updated_By__c
-Planned Billings
-Planned_Billings__c
Planned_Billings__c
-Planned Bookings
-Planned_Bookings__c
Planned_Bookings__c
-Planned External Costs
-Planned_External_Costs__c
Planned_External_Costs__c
-Planned Internal Costs
-Planned_Internal_Costs__c
Planned_Internal_Costs__c
#Planned Margin
#Planned_Margin__c
Planned_Margin__c
-Planned Revenue
-Planned_Revenue__c
Planned_Revenue__c
-Planned Utilization
-Planned_Utilization__c
Planned_Utilization__c
-Practice ID Chain
-Practice_ID_Chain__c
Practice_ID_Chain__c
-Practice Name Chain
-Practice_Name_Chain__c
Practice_Name_Chain__c
-Practice Owner
-Practice_Head__c
Practice_Head__c
-Pre-Billed
-Pre_Billed__c
Pre_Billed__c
-Revenue
-Revenue__c
Revenue__c
-Reversed Practice ID Chain
-Reversed_ID_Chain__c
Reversed_ID_Chain__c
-Scheduled Backlog Calculated Date
-Scheduled_Backlog_Calculated_Date__c
Scheduled_Backlog_Calculated_Date__c
-Scheduled Backlog End Date
-Scheduled_Backlog_End_Date__c
Scheduled_Backlog_End_Date__c
-Scheduled Milestone
-Scheduled_Milestone__c
Scheduled_Milestone__c
-Scheduled Time
-Scheduled_Time__c
Scheduled_Time__c
-Scheduled Utilization
-Scheduled_Utilization__c
Scheduled_Utilization__c
-Scheduled Utilization Billable Hours
-Scheduled_Utilization_Billable_Hours__c
Scheduled_Utilization_Billable_Hours__c
-Scheduled Utilization Calendar Hours
-Scheduled_Utilization_Calendar_Hours__c
Scheduled_Utilization_Calendar_Hours__c
-Scheduled Utilization Credited Hours
-Scheduled_Utilization_Credited_Hours__c
Scheduled_Utilization_Credited_Hours__c
-Scheduled Utilization Excluded Hours
-Scheduled_Utilization_Excluded_Hours__c
Scheduled_Utilization_Excluded_Hours__c
-Scheduled Utilization Held Hours
-Scheduled_Utilization_Held_Hours__c
Scheduled_Utilization_Held_Hours__c
-Scheduled Utilization Non Billable Hrs
-Scheduled_Utilization_Non_Billable_Hrs__c
Scheduled_Utilization_Non_Billable_Hrs__c
#Scheduled Utilization Target
#Scheduled_Utilization_Target__c
Scheduled_Utilization_Target__c
#Scheduled Utilization Target Attainment
#Scheduled_Utilization_Target_Attainment__c
Scheduled_Utilization_Target_Attainment__c
-Scheduled Utilization Target Hours
-Scheduled_Utilization_Target_Hours__c
Scheduled_Utilization_Target_Hours__c
#Total Costs
#Total_Costs__c
Total_Costs__c
-Total Time Period Hours
-Total_Time_Period_Hours__c
Total_Time_Period_Hours__c
-Unscheduled Backlog
-Unscheduled_Backlog__c
Unscheduled_Backlog__c
-Utilization
-Total_Utilization__c
Total_Utilization__c
-Utilization
-Utilization__c
Utilization__c
-Utilization Calculation Date
-Utilization_Calculation_Date__c
Utilization_Calculation_Date__c
-Utilization Period End Date
-Utilization_Period_End_Date__c
Utilization_Period_End_Date__c
-Utilization Period Start Date
-Utilization_Period_Start_Date__c
Utilization_Period_Start_Date__c
#Utilization Target
#Utilization_Target__c
Utilization_Target__c
#Utilization Target Attainment
#Utilization_Target_Attainment__c
Utilization_Target_Attainment__c
-Utilization Target Hours
-Utilization_Target_Hours__c
Utilization_Target_Hours__c
-Utilization: Elapsed Hours
-Utilization_Elapsed_Hours__c
Utilization_Elapsed_Hours__c
-Utilization: Last Calculation Date
-Utilization_Last_Calculation_Date__c
Utilization_Last_Calculation_Date__c
-Utilization: Last Update Date
-Utilization_Last_Update_Date__c
Utilization_Last_Update_Date__c
-Utilization: Last Updated By
-Utilization_Last_Updated_By__c
Utilization_Last_Updated_By__c
-Utilization: Over Full Time Period
-Utilization_Over_Full_Time_Period__c
Utilization_Over_Full_Time_Period__c
+ Calculate_Backlog()
+ Calculate_Time_Variance()
+ Calculate_Missing_Timecard()
+ View_Hierarchy()
+ Calculate_Forecast()
+ View_Transactions()
+ Calculate_Utilization()
Time_Period__c
Time Period
Practice__c->Time_Period__c
Practice_Actuals__c
Practice Actuals
+Practice Actuals For
+Name
Name
-Billable Hours (External)
-Billable_External_Hours__c
Billable_External_Hours__c
-Billable Hours (Internal)
-Billable_Internal_Hours__c
Billable_Internal_Hours__c
-Billed
-Billed__c
Billed__c
-Billings
-Billings__c
Billings__c
-Bookings
-Bookings__c
Bookings__c
-Credited Hours
-Credited_Non_Billable_Internal_Hours__c
Credited_Non_Billable_Internal_Hours__c
#End Date
#End_Date__c
End_Date__c
-Excluded Hours
-Excluded_Hours__c
Excluded_Hours__c
-Expense Budget
-Expense_Budget__c
Expense_Budget__c
-Expense Costs
-Expense_Costs__c
Expense_Costs__c
-External Costs
-External_Costs__c
External_Costs__c
#Has Difference in Verification
#Has_Difference_In_Verification__c
Has_Difference_In_Verification__c
-Individual Billable Hours (External)
-NRV_Billable_External_Hours__c
NRV_Billable_External_Hours__c
-Individual Billable Hours (Internal)
-NRV_Billable_Internal_Hours__c
NRV_Billable_Internal_Hours__c
-Individual Billed
-NRV_Billed__c
NRV_Billed__c
-Individual Billings
-NRV_Billings__c
NRV_Billings__c
-Individual Bookings
-NRV_Bookings__c
NRV_Bookings__c
-Individual Credited Hours
-NRV_Credited_Non_Billable_Internal_Hours__c
NRV_Credited_Non_Billable_Internal_Hours__c
#Individual Difference in Verification
#NRV_Has_Difference_In_Verification__c
NRV_Has_Difference_In_Verification__c
-Individual Excluded Hours
-NRV_Excluded_Hours__c
NRV_Excluded_Hours__c
-Individual Expense Budget
-NRV_Expense_Budget__c
NRV_Expense_Budget__c
-Individual Expense Costs
-NRV_Expense_Costs__c
NRV_Expense_Costs__c
-Individual External Costs
-NRV_External_Costs__c
NRV_External_Costs__c
-Individual Internal Budget
-NRV_Internal_Budget__c
NRV_Internal_Budget__c
-Individual Internal Costs
-NRV_Internal_Costs__c
NRV_Internal_Costs__c
-Individual Invoiced
-NRV_Invoiced__c
NRV_Invoiced__c
#Individual Margin
#NRV_Margin__c
NRV_Margin__c
-Individual Non-Billable Hours (External)
-NRV_Non_Billable_External_Hours__c
NRV_Non_Billable_External_Hours__c
-Individual Non-Billable Hours (Internal)
-NRV_Non_Billable_Internal_Hours__c
NRV_Non_Billable_Internal_Hours__c
-Individual Other Costs
-NRV_Other_Costs__c
NRV_Other_Costs__c
-Individual Pass-Through Billings
-NRV_Pass_Through_Billings__c
NRV_Pass_Through_Billings__c
-Individual Pre-Billed
-NRV_Pre_Billed__c
NRV_Pre_Billed__c
-Individual Revenue
-NRV_Revenue__c
NRV_Revenue__c
#Individual Total Costs
#NRV_Total_Costs__c
NRV_Total_Costs__c
-Internal Budget
-Internal_Budget__c
Internal_Budget__c
-Internal Costs
-Internal_Costs__c
Internal_Costs__c
-Invoiced
-Invoiced__c
Invoiced__c
-Is Verification
-Is_Verification__c
Is_Verification__c
#Margin
#Margin__c
Margin__c
-Non-Billable Hours (External)
-Non_Billable_External_Hours__c
Non_Billable_External_Hours__c
-Non-Billable Hours (Internal)
-Non_Billable_Internal_Hours__c
Non_Billable_Internal_Hours__c
-Other Costs
-Other_Costs__c
Other_Costs__c
-Pass-Through Billings
-Pass_Through_Billings__c
Pass_Through_Billings__c
-Practice
-Practice__c
Practice__c
#Practice Owner
#Practice_Head__c
Practice_Head__c
-Pre-Billed
-Pre_Billed__c
Pre_Billed__c
-Revenue
-Revenue__c
Revenue__c
-Scheduled Backlog Calculated Date
-Scheduled_Backlog_Calculated_Date__c
Scheduled_Backlog_Calculated_Date__c
-Scheduled Milestone
-Scheduled_Milestone__c
Scheduled_Milestone__c
-Scheduled Time
-Scheduled_Time__c
Scheduled_Time__c
#Start Date
#Start_Date__c
Start_Date__c
-Time Period
-Time_Period__c
Time_Period__c
#Time Period Type
#Time_Period_Type__c
Time_Period_Type__c
#Total Costs
#Total_Costs__c
Total_Costs__c
-Unique Name
-Unique_Name__c
Unique_Name__c
-Unscheduled Backlog
-Unscheduled_Backlog__c
Unscheduled_Backlog__c
-Verified By
-Verified_By__c
Verified_By__c
Practice_Actuals__c->Practice__c
Practice_Actuals__c->Time_Period__c
Practice_Plan__c
Practice Plan
+Practice Plan Number
+Name
Name
#End Date
#End_Date__c
End_Date__c
-Planned Billings
-Planned_Billings__c
Planned_Billings__c
-Planned Bookings
-Planned_Bookings__c
Planned_Bookings__c
-Planned External Costs
-Planned_External_Costs__c
Planned_External_Costs__c
-Planned Internal Costs
-Planned_Internal_Costs__c
Planned_Internal_Costs__c
#Planned Margin
#Planned_Margin__c
Planned_Margin__c
-Planned Revenue
-Planned_Revenue__c
Planned_Revenue__c
-Planned Utilization
-Planned_Utilization__c
Planned_Utilization__c
-Practice
-Practice__c
Practice__c
#Practice Owner
#Practice_Owner__c
Practice_Owner__c
#Practice Plan For
#Practice_Plan_For__c
Practice_Plan_For__c
#Start Date
#Start_Date__c
Start_Date__c
-Time Period
-Time_Period__c
Time_Period__c
#Time Period Type
#Time_Period_Type__c
Time_Period_Type__c
-Unique Name
-Unique_Name__c
Unique_Name__c
Practice_Plan__c->Practice__c
Practice_Plan__c->Time_Period__c
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