Professional Services Automation Object Model Diagrams
G Assignment_Project_Methodology__c Assignment Project Methodology +Name+NameName -Assignment-Assignment__cAssignment__c -Project Methodology-Project_Methodology__cProject_Methodology__c + New_Assignment_Methodology() + New_Methodology_Assignment() Project_Methodology__c Project Methodology +Project Methodology Name+NameName -Description-Description__cDescription__c -End Date-End_Date__cEnd_Date__c -Project-Project__cProject__c -Source Project Methodology-Source_Project_Methodology__cSource_Project_Methodology__c -Start Date-Start_Date__cStart_Date__c + Link_to_Assignments() Assignment_Project_Methodology__c->Project_Methodology__c Assignment__c Assignment Assignment_Project_Methodology__c->Assignment__c Assignment_Project_Phase__c Assignment Project Phase +Name+NameName -Assignment-Assignment__cAssignment__c -Project Phase-Project_Phase__cProject_Phase__c + New_Phase_Assignment() + New_Assignment_Phase() Project_Phase__c Project Phase +Project Phase Name+NameName -Description-Description__cDescription__c -End Date-End_Date__cEnd_Date__c -Project-Project__cProject__c -Source Project Phase-Source_Project_Phase__cSource_Project_Phase__c -Start Date-Start_Date__cStart_Date__c + Link_To_Assignments() Assignment_Project_Phase__c->Project_Phase__c Assignment_Project_Phase__c->Assignment__c Proj__c Project +Project Name+NameName -% Hours Completed for Recognition-Percent_Hours_Completed_For_Recognition__cPercent_Hours_Completed_For_Recognition__c -Account-Account__cAccount__c -Action: Count Billing Eligible Records-Action_Count_Billing_Eligible_Records__cAction_Count_Billing_Eligible_Records__c -Action: Update Current Time Period-Action_Update_Current_Time_Period__cAction_Update_Current_Time_Period__c -Active-Is_Active__cIs_Active__c -Actuals: Last Recalc Date-Actuals_Last_Recalc_Date__cActuals_Last_Recalc_Date__c -Actuals: Last Update Date-Actuals_Last_Update_Date__cActuals_Last_Update_Date__c -Actuals: Last Updated By-Actuals_Last_Updated_By__cActuals_Last_Updated_By__c -Actuals: Need Recalc-Actuals_Need_Recalc__cActuals_Need_Recalc__c -Add BEIs To Existing Batches-Add_BEIs_To_Existing_Batches__cAdd_BEIs_To_Existing_Batches__c -Adjust End Date-Adjust_End_Date__cAdjust_End_Date__c -Alert Recipient-Email_Alert_Recipient__cEmail_Alert_Recipient__c -Alert Threshold-Alert_Threshold__cAlert_Threshold__c -Allow Expenses Without Assignment-Allow_Expenses_Without_Assignment__cAllow_Expenses_Without_Assignment__c -Allow Self-Staffing-Allow_Self_Staffing__cAllow_Self_Staffing__c -Allow Timecards Without Assignment-Allow_Timecards_Without_Assignment__cAllow_Timecards_Without_Assignment__c -API Time Period-API_Time_Period__cAPI_Time_Period__c -Apply Billing Cap-Apply_Billing_Cap__cApply_Billing_Cap__c -Approval Status-Estimate_Approval_Status__cEstimate_Approval_Status__c -Auto-Cap Billing-Auto_Cap_Project_Billing__cAuto_Cap_Project_Billing__c -Backlog: Last Update Date-Backlog_Last_Update_Date__cBacklog_Last_Update_Date__c -Backlog: Last Updated By-Backlog_Last_Updated_By__cBacklog_Last_Updated_By__c -Baseline-Baseline__cBaseline__c #Baseline End Date#Baseline_End_Date__cBaseline_End_Date__c #Baseline Project Phase#Baseline_Project_Phase__cBaseline_Project_Phase__c #Baseline Project Status#Baseline_Project_Status__cBaseline_Project_Status__c #Baseline Stage#Baseline_Stage__cBaseline_Stage__c #Baseline Start Date#Baseline_Start_Date__cBaseline_Start_Date__c -Batch Sequence-Batch_Sequence__cBatch_Sequence__c #Batch Sequence Number#Batch_Sequence_Number__cBatch_Sequence_Number__c -Billable-Is_Billable__cIs_Billable__c -Billable Expense Fee Flat-Billable_Expense_Fee_Flat__cBillable_Expense_Fee_Flat__c -Billable Expense Fee Percentage-Billable_Expense_Fee_Percentage__cBillable_Expense_Fee_Percentage__c -Billable Hours (External)-Billable_External_Hours__cBillable_External_Hours__c -Billable Hours (Internal)-Billable_Internal_Hours__cBillable_Internal_Hours__c -Billed-Billed__cBilled__c -Billing Eligible Budgets-Billing_Eligible_Budgets__cBilling_Eligible_Budgets__c -Billing Eligible Expenses-Billing_Eligible_Expenses__cBilling_Eligible_Expenses__c -Billing Eligible Last Updated-Billing_Eligible_Last_Updated__cBilling_Eligible_Last_Updated__c -Billing Eligible Milestones-Billing_Eligible_Milestones__cBilling_Eligible_Milestones__c -Billing Eligible Misc Adjustments-Billing_Eligible_Misc_Adjustments__cBilling_Eligible_Misc_Adjustments__c -Billing Eligible Timecard Splits-Billing_Eligible_Timecard_Splits__cBilling_Eligible_Timecard_Splits__c -Billing Queues Need Recalc-Billing_Queues_Need_Recalc__cBilling_Queues_Need_Recalc__c -Billing Type-Billing_Type__cBilling_Type__c -Billings-Billings__cBillings__c -Bookings-Bookings__cBookings__c -Closed for Expense Entry-Closed_for_Expense_Entry__cClosed_for_Expense_Entry__c -Closed for Time Entry-Closed_for_Time_Entry__cClosed_for_Time_Entry__c -Company-Company__cCompany__c -Copy Child Records from Template Async-Copy_Child_Records_from_Template_Async__cCopy_Child_Records_from_Template_Async__c -Credited Hours-Credited_Non_Billable_Internal_Hours__cCredited_Non_Billable_Internal_Hours__c -Current Time Period-Current_Time_Period__cCurrent_Time_Period__c -Current Time Period End Date-Current_Time_Period_End_Date__cCurrent_Time_Period_End_Date__c -Daily Timecard Notes Required-Daily_Timecard_Notes_Required__cDaily_Timecard_Notes_Required__c #Duration (Days)#Duration__cDuration__c -End Date-End_Date__cEnd_Date__c -Engagement-Engagement__cEngagement__c -Estimated Hours at Completion-Estimated_Hours_at_Completion__cEstimated_Hours_at_Completion__c -Exclude from Backlog-Exclude_from_Backlog__cExclude_from_Backlog__c -Exclude From Billing-Exclude_From_Billing__cExclude_From_Billing__c -Exclude from EVA Calculation-Exclude_From_EVA_Calculation__cExclude_From_EVA_Calculation__c -Exclude from Monitor Rollup-Exclude_From_Monitor_Rollup__cExclude_From_Monitor_Rollup__c -Exclude from Project Planner-Exclude_from_Project_Planner__cExclude_from_Project_Planner__c -Exclude from Project Variance Batch-Exclude_from_Project_Variance_Batch__cExclude_from_Project_Variance_Batch__c -Exclude Project From Display On Billing-ExcludeProjectFromDisplayOnBilling__cExcludeProjectFromDisplayOnBilling__c -Excluded Hours-Excluded_Hours__cExcluded_Hours__c -Expense Budget-Expense_Budget__cExpense_Budget__c -Expense Costs-Expense_Costs__cExpense_Costs__c -Expense Notes-Expense_Notes__cExpense_Notes__c -External Costs-External_Costs__cExternal_Costs__c -External Time Cost-External_Time_Cost__cExternal_Time_Cost__c -Financial Status-Financial_Status__cFinancial_Status__c #Financial Status#Financial_Visual__cFinancial_Visual__c -Forecast Curve-Forecast_Curve__cForecast_Curve__c -Group-Group__cGroup__c -Hierarchy Depth-Hierarchy_Depth__cHierarchy_Depth__c -Hours Cut Off Date-Hours_Cut_Off_Date__cHours_Cut_Off_Date__c -Hours to Days Rule-Hours_to_Days_Rule__cHours_to_Days_Rule__c -Inactive Project Backlog-Inactive_Project_Backlog__cInactive_Project_Backlog__c -Include In Forecasting-Include_In_Forecasting__cInclude_In_Forecasting__c -Internal Budget-Internal_Budget__cInternal_Budget__c -Internal Costs-Internal_Costs__cInternal_Costs__c -Internal Time Cost-Internal_Time_Cost__cInternal_Time_Cost__c -Invoiced-Invoiced__cInvoiced__c -Jira Correlation ID-Jira_Correlation_ID__cJira_Correlation_ID__c -Jira Project-Jira_Project__cJira_Project__c -Jira Project Key-Jira_Project_Key__cJira_Project_Key__c -Jira Project Type-Jira_Project_Type__cJira_Project_Type__c #Jira Project URL#Jira_Project_URL__cJira_Project_URL__c -Location-Location__cLocation__c #Margin#Margin__cMargin__c -Master Project-Master_Project__cMaster_Project__c -Milestone Cost-Milestone_Cost__cMilestone_Cost__c -Non-Billable Hours (External)-Non_Billable_External_Hours__cNon_Billable_External_Hours__c -Non-Billable Hours (Internal)-Non_Billable_Internal_Hours__cNon_Billable_Internal_Hours__c -Notes-Notes__cNotes__c -Opportunity-Opportunity__cOpportunity__c -Opportunity Owner-Opportunity_Owner__cOpportunity_Owner__c -Other Costs-Other_Costs__cOther_Costs__c -Parent Project-Parent_Project__cParent_Project__c -Pass-Through Billings-Pass_Through_Billings__cPass_Through_Billings__c -Percent Hours Complete-Percent_Hours_Complete__cPercent_Hours_Complete__c #Percentage Used#Percentage_Used__cPercentage_Used__c -Planned Hours-Planned_Hours__cPlanned_Hours__c -Practice-Practice__cPractice__c -Pre-Bill Type-Pre_Bill_Type__cPre_Bill_Type__c -Pre-Billed-Pre_Billed__cPre_Billed__c -Project ID-Project_ID__cProject_ID__c -Project ID Chain-Project_ID_Chain__cProject_ID_Chain__c -Project Manager-Project_Manager__cProject_Manager__c -Project Name Chain-Project_Name_Chain__cProject_Name_Chain__c -Project Phase-Project_Phase__cProject_Phase__c -Project Status-Project_Status__cProject_Status__c #Project Status#Status_Visual__cStatus_Visual__c -Project Status Notes-Project_Status_Notes__cProject_Status_Notes__c -Project Type-Project_Type__cProject_Type__c -Rate Card Discount Limit-Rate_Card_Discount_Limit__cRate_Card_Discount_Limit__c -Rate Card Percentage Discount-Rate_Card_Percentage_Discount__cRate_Card_Percentage_Discount__c -Rate Card Set-Rate_Card_Set__cRate_Card_Set__c -Recognition Method-Recognition_Method__cRecognition_Method__c -Region-Region__cRegion__c #Remaining Amount#Remaining_Amount__cRemaining_Amount__c -Requires Dependency Sync-Requires_Dependency_Sync__cRequires_Dependency_Sync__c -Revenue-Revenue__cRevenue__c -Revenue Forecast Batch Update Pending-Revenue_Forecast_Batch_Update_Pending__cRevenue_Forecast_Batch_Update_Pending__c -Revenue Forecast Last Updated-Revenue_Forecast_Last_Updated__cRevenue_Forecast_Last_Updated__c -Revenue Forecast Processing Status-Revenue_Forecast_Processing_Status__cRevenue_Forecast_Processing_Status__c #Schedule Status#Schedule_Visual__cSchedule_Visual__c -Schedule Status-Schedule_Status__cSchedule_Status__c -Scheduled Backlog Calculated Date-Scheduled_Backlog_Calculated_Date__cScheduled_Backlog_Calculated_Date__c -Scheduled Backlog End Date-Scheduled_Backlog_End_Date__cScheduled_Backlog_End_Date__c -Scheduled Hours Remaining-Scheduled_Hours_Remaining__cScheduled_Hours_Remaining__c -Scheduled Milestone-Scheduled_Milestone__cScheduled_Milestone__c -Scheduled Time-Scheduled_Time__cScheduled_Time__c -Scope Status-Scope_Status__cScope_Status__c #Scope Status#Scope_Visual__cScope_Visual__c #Send to Third-Party Expenses Application#Send_to_Third_Party_Expenses_Application__cSend_to_Third_Party_Expenses_Application__c -Services Billing Time Period Type-Services_Billing_Time_Period_Type__cServices_Billing_Time_Period_Type__c -Share with Project Manager-Share_with_Project_Manager__cShare_with_Project_Manager__c -Share with Project Team-Share_with_Project_Resources__cShare_with_Project_Resources__c -Stage-Stage__cStage__c -Start Date-Start_Date__cStart_Date__c -Sync with Jira-Sync_With_Jira__cSync_With_Jira__c #Tasks Total Percent Complete (Points)#Tasks_Total_Percent_Complete_Points__cTasks_Total_Percent_Complete_Points__c -Tasks Total Points-Tasks_Total_Points__cTasks_Total_Points__c -Tasks Total Points Complete-Tasks_Total_Points_Complete__cTasks_Total_Points_Complete__c -Template-Is_Template__cIs_Template__c -Time Credited-Time_Credited__cTime_Credited__c -Time Excluded-Time_Excluded__cTime_Excluded__c -Time Logged in Days-Time_Logged_In_Days__cTime_Logged_In_Days__c -Time Zone-Time_Zone__cTime_Zone__c -Total Assigned Hours-Total_Assigned_Hours__cTotal_Assigned_Hours__c #Total Costs#Total_Costs__cTotal_Costs__c -Total Number of Tasks-Total_Number_of_Tasks__cTotal_Number_of_Tasks__c -Total Projected Revenue From Assignments-Total_Projected_Revenue_From_Assignments__cTotal_Projected_Revenue_From_Assignments__c -Total Submitted Hours-Total_Submitted_Hours__cTotal_Submitted_Hours__c -Unscheduled Backlog-Unscheduled_Backlog__cUnscheduled_Backlog__c -Variance at Completion-Variance_at_Completion__cVariance_at_Completion__c -Variance from Plan-Variance_From_Plan__cVariance_From_Plan__c -Work Calendar-Work_Calendar__cWork_Calendar__c + Project_Gantt() + Create_Change_Request() + Create_Project() + Create_Project_From_Template() + View_Unfilled_Resource_Requests() + Project_Planner_Practice() + Share_Project() + Apply_Rate_Card_Discount() + Project_Planner_Region() + Project_Billing() + Project_Planner_Group() + Manage_Resource_Replacement() + Create_Project_Version() + Manage_Project_Tasks() + Run_Revenue_Forecast() + Gantt() + Copy_From_Template() + Project_Planner() Project_Actuals__c Project Actuals +Project Actuals For+NameName -Billable Hours (External)-Billable_External_Hours__cBillable_External_Hours__c -Billable Hours (Internal)-Billable_Internal_Hours__cBillable_Internal_Hours__c -Billed-Billed__cBilled__c -Billings-Billings__cBillings__c -Bookings-Bookings__cBookings__c -Credited Hours-Credited_Non_Billable_Internal_Hours__cCredited_Non_Billable_Internal_Hours__c #End Date#End_Date__cEnd_Date__c -Excluded Hours-Excluded_Hours__cExcluded_Hours__c -Expense Budget-Expense_Budget__cExpense_Budget__c -Expense Costs-Expense_Costs__cExpense_Costs__c -External Costs-External_Costs__cExternal_Costs__c #Has Difference in Verification#Has_Difference_In_Verification__cHas_Difference_In_Verification__c -Individual Billable Hours (External)-NRV_Billable_External_Hours__cNRV_Billable_External_Hours__c -Individual Billable Hours (Internal)-NRV_Billable_Internal_Hours__cNRV_Billable_Internal_Hours__c -Individual Billed-NRV_Billed__cNRV_Billed__c -Individual Billings-NRV_Billings__cNRV_Billings__c -Individual Bookings-NRV_Bookings__cNRV_Bookings__c -Individual Credited Hours-NRV_Credited_Non_Billable_Internal_Hours__cNRV_Credited_Non_Billable_Internal_Hours__c #Individual Difference in Verification#NRV_Has_Difference_In_Verification__cNRV_Has_Difference_In_Verification__c -Individual Excluded Hours-NRV_Excluded_Hours__cNRV_Excluded_Hours__c -Individual Expense Budget-NRV_Expense_Budget__cNRV_Expense_Budget__c -Individual Expense Costs-NRV_Expense_Costs__cNRV_Expense_Costs__c -Individual External Costs-NRV_External_Costs__cNRV_External_Costs__c -Individual Internal Budget-NRV_Internal_Budget__cNRV_Internal_Budget__c -Individual Internal Costs-NRV_Internal_Costs__cNRV_Internal_Costs__c -Individual Invoiced-NRV_Invoiced__cNRV_Invoiced__c #Individual Margin#NRV_Margin__cNRV_Margin__c -Individual Non-Billable Hours (External)-NRV_Non_Billable_External_Hours__cNRV_Non_Billable_External_Hours__c -Individual Non-Billable Hours (Internal)-NRV_Non_Billable_Internal_Hours__cNRV_Non_Billable_Internal_Hours__c -Individual Other Costs-NRV_Other_Costs__cNRV_Other_Costs__c -Individual Pass-Through Billings-NRV_Pass_Through_Billings__cNRV_Pass_Through_Billings__c -Individual Pre-Billed-NRV_Pre_Billed__cNRV_Pre_Billed__c -Individual Revenue-NRV_Revenue__cNRV_Revenue__c #Individual Total Costs#NRV_Total_Costs__cNRV_Total_Costs__c -Internal Budget-Internal_Budget__cInternal_Budget__c -Internal Costs-Internal_Costs__cInternal_Costs__c -Invoiced-Invoiced__cInvoiced__c -Is Verification-Is_Verification__cIs_Verification__c #Margin#Margin__cMargin__c -Non-Billable Hours (External)-Non_Billable_External_Hours__cNon_Billable_External_Hours__c -Non-Billable Hours (Internal)-Non_Billable_Internal_Hours__cNon_Billable_Internal_Hours__c -Other Costs-Other_Costs__cOther_Costs__c -Pass-Through Billings-Pass_Through_Billings__cPass_Through_Billings__c -Pre-Billed-Pre_Billed__cPre_Billed__c -Project-Project__cProject__c #Project Manager#Project_Manager__cProject_Manager__c -Revenue-Revenue__cRevenue__c -Scheduled Backlog Calculated Date-Scheduled_Backlog_Calculated_Date__cScheduled_Backlog_Calculated_Date__c -Scheduled Milestone-Scheduled_Milestone__cScheduled_Milestone__c -Scheduled Time-Scheduled_Time__cScheduled_Time__c #Start Date#Start_Date__cStart_Date__c -Time Period-Time_Period__cTime_Period__c #Time Period Type#Time_Period_Type__cTime_Period_Type__c #Total Costs#Total_Costs__cTotal_Costs__c -Unique Name-Unique_Name__cUnique_Name__c -Unscheduled Backlog-Unscheduled_Backlog__cUnscheduled_Backlog__c -Verified By-Verified_By__cVerified_By__c Project_Actuals__c->Proj__c Project_Location__c Project Location +Project Location Name+NameName -Description-Description__cDescription__c -End Date-End_Date__cEnd_Date__c -Project-Project__cProject__c -Source Project Location-Source_Project_Location__cSource_Project_Location__c -Start Date-Start_Date__cStart_Date__c Project_Location__c->Proj__c Project_Phase__c->Proj__c Project_Methodology__c->Proj__c Project_Source__c Project Source +Name+NameName -Action-Action__cAction__c -Project-Project__cProject__c -Source-Source__cSource__c -Status-Status__cStatus__c Project_Source__c->Proj__c Assignment__c->Proj__c
© Copyright 2009–2024 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.