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
Version__c
Version
+!!Version Name!!Name
-!!Baseline!!Baseline__c
-!!Batch Apex Job Id!!Batch_Apex_Job_Id__c
-!!Batch Process!!Batch_Process__c
-!!Notes!!Notes__c
-!!Project!!Project__c
-!!Status!!Status__c
+ View_Project_Versions()
+ Create_Project_Version()
+ Delete_Project_Version()
Version_Config__c
Version Config
+!!Version Config Name!!Name
-!!Default!!Default__c
-!!Fields To Include!!Capture_Config__c
-!!Summary!!Summary__c
-!!Unique Name!!Unique_Name__c
VersionItem_Assignment__c
Version Item Assignment
+!!Version Item Assignment Name!!Name
-!!Assignment Name!!Assignment_Name__c
-!!Assignment Number!!Assignment_Number__c
-!!Bill Rate!!Bill_Rate__c
-!!Billable!!Is_Billable__c
-!!Cost Rate!!Cost_Rate__c
-!!Cost Rate Amount!!Cost_Rate_Amount__c
-!!Cost Rate Currency Code!!Cost_Rate_Currency_Code__c
-!!End Date!!End_Date__c
-!!Location!!Location__c
-!!Milestone Id!!MilestoneId__c
-!!Milestone Name!!MilestoneName__c
-!!Original Created By Id!!OriginalCreatedById__c
-!!Original Created By Name!!OriginalCreatedByName__c
-!!Original Created Date!!OriginalCreatedDate__c
-!!Original Id!!OriginalId__c
-!!Original Last Modified By Id!!OriginalLastModifiedById__c
-!!Original Last Modified By Name!!OriginalLastModifiedByName__c
-!!Original Last Modified Date!!OriginalLastModifiedDate__c
-!!Original Owner Id!!OriginalOwnerId__c
-!!Original Owner Name!!OriginalOwnerName__c
-!!Percentage Allocated!!Percentage_Allocated__c
-!!Project Task Hours!!Project_Task_Hours__c
-!!Rate Card Id!!Rate_CardId__c
-!!Rate Card Name!!Rate_CardName__c
-!!Resource!!Resource__c
-!!Resource Id!!ResourceId__c
-!!Resource Name!!ResourceName__c
-!!Resource Request Id!!Resource_RequestId__c
-!!Resource Request Name!!Resource_RequestName__c
-!!Role!!Role__c
-!!Schedule Id!!ScheduleId__c
-!!Schedule Name!!ScheduleName__c
-!!Scheduled Hours!!Scheduled_Hours__c
-!!Start Date!!Start_Date__c
-!!Status!!Status__c
-!!Time Credited!!Time_Credited__c
-!!Time Excluded!!Time_Excluded__c
-!!Version!!Version__c
VersionItem_Assignment__c->Version__c
VersionItem_Budget__c
Version Item Budget
+!!Version Item Budget Name!!Name
-!!Account Id!!AccountId__c
-!!AccountName!!AccountName__c
-!!Amount!!Amount__c
-!!Approved!!Approved__c
-!!Billable!!Billable__c
-!!Billed!!Billed__c
-!!Budget Name!!Budget_Name__c
-!!Effective Date!!Effective_Date__c
-!!Expense Amount!!Expense_Amount__c
-!!Include In Financials!!Include_In_Financials__c
-!!Invoiced!!Invoiced__c
-!!Opportunity Id!!OpportunityId__c
-!!Opportunity Name!!OpportunityName__c
-!!Original Created By Id!!OriginalCreatedById__c
-!!Original Created By Name!!OriginalCreatedByName__c
-!!Original Created Date!!OriginalCreatedDate__c
-!!Original Id!!OriginalId__c
-!!Original Last Modified By Id!!OriginalLastModifiedById__c
-!!Original Last Modified By Name!!Original_Last_Modified_By_Name__c
-!!Original Last Modified Date!!OriginalLastModifiedDate__c
-!!Original Owner Name!!OriginalOwnerName__c
-!!OriginalOwnerId!!OriginalOwnerId__c
-!!Status!!Status__c
-!!Total Amount!!Total_Amount__c
-!!Transaction Id!!TransactionId__c
-!!Transaction Name!!TransactionName__c
-!!Type!!Type__c
-!!Version!!Version__c
VersionItem_Budget__c->Version__c
VersionItem_EstimatesVsActuals__c
Version Item Estimates Vs Actuals
+!!Version Item Estimates Vs Actuals Name!!Name
-!!Actual Days!!Actual_Days__c
-!!Actual Hours!!Actual_Hours__c
-!!Assignment Id!!AssignmentId__c
-!!Assignment Name!!AssignmentName__c
-!!End Date!!End_Date__c
-!!Estimated Days!!Estimated_Days__c
-!!Estimated Hours!!Estimated_Hours__c
-!!Estimates Vs Actuals Name!!EstimatesVsActualsName__c
-!!Original Created By Id!!OriginalCreatedById__c
-!!Original Created By Name!!OriginalCreatedByName__c
-!!Original Created Date!!OriginalCreatedDate__c
-!!Original Id!!OriginalId__c
-!!Original Last Modified By Id!!OriginalLastModifiedById__c
-!!Original Last Modified By Name!!OriginalLastModifiedByName__c
-!!Original Last Modified Date!!OriginalLastModifiedDate__c
-!!Original Owner Id!!OriginalOwnerId__c
-!!Original Owner Name!!OriginalOwnerName__c
-!!Resource Id!!ResourceId__c
-!!Resource Name!!ResourceName__c
-!!Start Date!!Start_Date__c
-!!Time Period Id!!TimePeriodId__c
-!!Time Period Name!!TimePeriodName__c
-!!Time Period Type!!Time_Period_Type__c
-!!Version!!Version__c
VersionItem_EstimatesVsActuals__c->Version__c
VersionItem_Milestone__c
Version Item Milestone
+!!Version Item Milestone Name!!Name
-!!Actual Date!!Actual_Date__c
-!!Approved!!Approved__c
-!!Approved for Billing!!Approved_for_Billing__c
-!!Bill Date!!Bill_Date__c
-!!Billed!!Billed__c
-!!Include In Financials!!Include_In_Financials__c
-!!Invoice Date!!Invoice_Date__c
-!!Log Milestone Cost As External!!Log_Milestone_Cost_As_External__c
-!!Milestone Amount!!Milestone_Amount__c
-!!Milestone Cost!!Milestone_Cost__c
-!!Milestone Name!!MilestoneName__c
-!!Original Created By Id!!OriginalCreatedById__c
-!!Original Created By Name!!OriginalCreatedByName__c
-!!Original Created Date!!OriginalCreatedDate__c
-!!Original Id!!OriginalId__c
-!!Original Last Modified By Id!!OriginalLastModifiedById__c
-!!Original Last Modified By Name!!OriginalLastModifiedByName__c
-!!Original Last Modified Date!!OriginalLastModifiedDate__c
-!!Original Owner Id!!OriginalOwnerId__c
-!!Original Owner Name!!OriginalOwnerName__c
-!!Planned Hours!!Planned_Hours__c
-!!Project Task Hours!!Project_Task_Hours__c
-!!Status!!Status__c
-!!Target Date!!Target_Date__c
-!!Total Number of Tasks!!Total_Number_of_Tasks__c
-!!Version!!Version__c
VersionItem_Milestone__c->Version__c
VersionItem_Phase__c
Version Item Phase
+!!Version Item Phase Name!!Name
-!!Description!!Description__c
-!!End Date!!End_Date__c
-!!Original Created By Id!!OriginalCreatedById__c
-!!Original Created By Name!!OriginalCreatedByName__c
-!!Original Created Date!!OriginalCreatedDate__c
-!!Original Id!!OriginalId__c
-!!Original Last Modified By Id!!OriginalLastModifiedById__c
-!!Original Last Modified By Name!!OriginalLastModifiedByName__c
-!!Original Last Modified Date!!OriginalLastModifiedDate__c
-!!Original Owner Id!!OriginalOwnerId__c
-!!Original Owner Name!!OriginalOwnerName__c
-!!Project Phase Name!!ProjectPhaseName__c
-!!Start Date!!Start_Date__c
-!!Version!!Version__c
VersionItem_Phase__c->Version__c
VersionItem_ProjectDetail__c
Version Item Project Detail
+!!Version Item Project Detail Name!!Name
-!!Account Id!!AccountId__c
-!!Account Name!!AccountName__c
-!!Active!!Is_Active__c
-!!Billable!!Is_Billable__c
-!!Billing Type!!Billing_Type__c
-!!End Date!!End_Date__c
-!!Group Id!!GroupId__c
-!!Group Name!!GroupName__c
-!!Opportunity Id!!OpportunityId__c
-!!Opportunity Name!!OpportunityName__c
-!!Original Created By Id!!OriginalCreatedById__c
-!!Original Created By Name!!OriginalCreatedByName__c
-!!Original Created Date!!OriginalCreatedDate__c
-!!Original Id!!OriginalId__c
-!!Original Last Modified By Id!!OriginalLastModifiedById__c
-!!Original Last Modified By Name!!OriginalLastModifiedByName__c
-!!Original Last Modified Date!!OriginalLastModifiedDate__c
-!!Original Owner Id!!OriginalOwnerId__c
-!!Original Owner Name!!OriginalOwnerName__c
-!!Practice Id!!PracticeId__c
-!!Practice Name!!PracticeName__c
-!!Project Manager Id!!Project_ManagerId__c
-!!Project Manager Name!!Project_ManagerName__c
-!!Project Name!!Project_Name__c
-!!Project Phase!!Project_Phase__c
-!!Project Status!!Project_Status__c
-!!Project Type!!Project_Type__c
-!!Region Id!!RegionId__c
-!!Region Name!!RegionName__c
-!!Stage!!Stage__c
-!!Start Date!!Start_Date__c
-!!Total Costs!!Total_Costs__c
-!!Version!!Version__c
VersionItem_ProjectDetail__c->Version__c
VersionItem_ResourceRequest__c
Version Item Resource Request
+!!Version Item Resource Request Name!!Name
-!!Account!!Account__c
-!!Assignment Id!!AssignmentId__c
-!!Assignment Name!!AssignmentName__c
-!!End Date!!End_Date__c
-!!Milestone Id!!MilestoneId__c
-!!Milestone Name!!MilestoneName__c
-!!Original Created By Id!!OriginalCreatedById__c
-!!Original Created By Name!!OriginalCreatedByName__c
-!!Original Created Date!!OriginalCreatedDate__c
-!!Original Id!!OriginalId__c
-!!Original Last Modified By Id!!OriginalLastModifiedById__c
-!!Original Last Modified By Name!!OriginalLastModifiedByName__c
-!!Original Last Modified Date!!OriginalLastModifiedDate__c
-!!Original Owner Id!!OriginalOwnerId__c
-!!Original Owner Name!!OriginalOwnerName__c
-!!Percent Allocated!!Percent_Allocated__c
-!!Request Priority!!Request_Priority__c
-!!Requested Bill Rate!!Requested_Bill_Rate__c
-!!Requested Hours!!SOW_Hours__c
-!!Resource Held!!Resource_Held__c
-!!Resource Id!!Staffer_ResourceId__c
-!!Resource Name!!Staffer_ResourceName__c
-!!Resource Request Id!!ResourceRequestId__c
-!!Resource Request Name!!Resource_Request_Name__c
-!!Resource Role!!Resource_Role__c
-!!Start Date!!Start_Date__c
-!!Status!!Status__c
-!!Suggested Resource Id!!ResourceId__c
-!!Suggested Resource Name!!ResourceName__c
-!!Version!!Version__c
VersionItem_ResourceRequest__c->Version__c
VersionItem_Task__c
Version Item Task
+!!Version Item Task Name!!Name
-!!Actual End Date and Time!!Actual_End_Date_Time__c
-!!Actual Hours!!Actual_Hours__c
-!!Actual Start Date and Time!!Actual_Start_Date_Time__c
-!!Assigned Resources!!Assigned_Resources__c
-!!Blocked!!Blocked__c
-!!Completed!!Completed__c
-!!End Date and Time!!End_Date_Time__c
-!!Estimated Hours!!Estimated_Hours__c
-!!Hierarchy Depth!!Hierarchy_Depth__c
-!!Hours Remaining!!Hours_Remaining__c
-!!Original Created By Id!!OriginalCreatedById__c
-!!Original Created By Name!!OriginalCreatedByName__c
-!!Original Created Date!!OriginalCreatedDate__c
-!!Original Id!!OriginalId__c
-!!Original Last Modified By Id!!OriginalLastModifiedById__c
-!!Original Last Modified By Name!!OriginalLastModifiedByName__c
-!!Original Last Modified Date!!OriginalLastModifiedDate__c
-!!Original Owner Id!!OriginalOwnerId__c
-!!Original Owner Name!!OriginalOwnerName__c
-!!Parent Task Id!!ParentTaskId__c
-!!Parent Task Name!!ParentTaskName__c
-!!Peer Order!!Order__c
-!!Percent Complete (Hours)!!Percent_Complete_Hours__c
-!!Points!!Points__c
-!!Project Task Name!!ProjectTaskName__c
-!!Start Date and Time!!Start_Date_Time__c
-!!Status!!Status__c
-!!Summary!!Summary__c
-!!Task Key Chain!!Task_Key_Chain__c
-!!Task Number!!Task_Number__c
-!!Version!!Version__c
VersionItem_Task__c->Version__c
VersionItem_Risk__c
Version Item Risk
+!!Version Item Risk Name!!Name
-!!Account Id!!AccountId__c
-!!Account Name!!AccountName__c
-!!Closed!!Closed__c
-!!Closed Date!!Closed_Date__c
-!!Comments!!Comments__c
-!!Contingency!!Contingency__c
-!!Date Raised!!Date_Raised__c
-!!Impact!!Impact__c
-!!Issue Id!!Issue_Id__c
-!!Issue Name!!Issue_Name__c
-!!Likelihood!!Likelihood__c
-!!Milestone Id!!MilestoneId__c
-!!Milestone Name!!MilestoneName__c
-!!Mitigation Plan!!Mitigation_Plan__c
-!!Opportunity Id!!OpportunityId__c
-!!Opportunity Name!!OpportunityName__c
-!!Original Id!!OriginalId__c
-!!Project Task Id!!ProjectTaskId__c
-!!Project Task Name!!ProjectTaskName__c
-!!Risk Description!!Risk_Description__c
-!!Risk Name!!Risk_Name__c
-!!Risk Number!!Risk_Number__c
-!!Risk Owner Id!!RiskOwnerId__c
-!!Risk Owner Name!!RiskOwnerName__c
-!!Severity!!Severity__c
-!!Status!!Status__c
-!!Version!!Version__c
VersionItem_Risk__c->Version__c
VersionItem_Issue__c
Version Item Issue
+!!Version Item Issue Name!!Name
-!!Account Id!!AccountId__c
-!!Account Name!!AccountName__c
-!!Action Plan!!Action_Plan__c
-!!Closed!!Closed__c
-!!Closed Date!!Closed_Date__c
-!!Comments!!Comments__c
-!!Date Raised!!Date_Raised__c
-!!Impact!!Impact__c
-!!Issue Description!!Issue_Description__c
-!!Issue Name!!Issue_Name__c
-!!Issue Number!!Issue_Number__c
-!!Issue Owner Id!!IssueOwnerId__c
-!!Issue Owner Name!!IssueOwnerName__c
-!!Milestone Id!!MilestoneId__c
-!!Milestone Name!!MilestoneName__c
-!!Opportunity Id!!OpportunityId__c
-!!Opportunity Name!!OpportunityName__c
-!!Original Id!!OriginalId__c
-!!Priority!!Priority__c
-!!Project Task Id!!ProjectTaskId__c
-!!Project Task Name!!ProjectTaskName__c
-!!Risk Id!!Risk_Id__c
-!!Risk Name!!Risk_Name__c
-!!Severity!!Severity__c
-!!Status!!Status__c
-!!Version!!Version__c
VersionItem_Issue__c->Version__c
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