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
Assignment_Project_Methodology__c
Assignment Project Methodology
+!!Name!!Name
-!!Assignment!!Assignment__c
-!!Project Methodology!!Project_Methodology__c
+ New_Assignment_Methodology()
+ New_Methodology_Assignment()
Project_Methodology__c
Project Methodology
+!!Project Methodology Name!!Name
-!!Description!!Description__c
-!!End Date!!End_Date__c
-!!Project!!Project__c
-!!Source Project Methodology!!Source_Project_Methodology__c
-!!Start Date!!Start_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!!Name
-!!Assignment!!Assignment__c
-!!Project Phase!!Project_Phase__c
+ New_Phase_Assignment()
+ New_Assignment_Phase()
Project_Phase__c
Project Phase
+!!Project Phase Name!!Name
-!!Description!!Description__c
-!!End Date!!End_Date__c
-!!Project!!Project__c
-!!Source Project Phase!!Source_Project_Phase__c
-!!Start Date!!Start_Date__c
+ Link_To_Assignments()
Assignment_Project_Phase__c->Project_Phase__c
Assignment_Project_Phase__c->Assignment__c
Proj__c
Project
+!!Project Name!!Name
-!!% Hours Completed for Recognition!!Percent_Hours_Completed_For_Recognition__c
-!!Account!!Account__c
-!!Action: Count Billing Eligible Records!!Action_Count_Billing_Eligible_Records__c
-!!Action: Update Current Time Period!!Action_Update_Current_Time_Period__c
-!!Active!!Is_Active__c
-!!Actuals: Last Recalc Date!!Actuals_Last_Recalc_Date__c
-!!Actuals: Last Update Date!!Actuals_Last_Update_Date__c
-!!Actuals: Last Updated By!!Actuals_Last_Updated_By__c
-!!Actuals: Need Recalc!!Actuals_Need_Recalc__c
-!!Add BEIs To Existing Batches!!Add_BEIs_To_Existing_Batches__c
-!!Adjust End Date!!Adjust_End_Date__c
-!!Alert Recipient!!Email_Alert_Recipient__c
-!!Alert Threshold!!Alert_Threshold__c
-!!Allow Expenses Without Assignment!!Allow_Expenses_Without_Assignment__c
-!!Allow Self-Staffing!!Allow_Self_Staffing__c
-!!Allow Timecards Without Assignment!!Allow_Timecards_Without_Assignment__c
-!!API Time Period!!API_Time_Period__c
-!!Apply Billing Cap!!Apply_Billing_Cap__c
-!!Approval Status!!Estimate_Approval_Status__c
-!!Auto-Cap Billing!!Auto_Cap_Project_Billing__c
-!!Backlog: Last Update Date!!Backlog_Last_Update_Date__c
-!!Backlog: Last Updated By!!Backlog_Last_Updated_By__c
-!!Baseline!!Baseline__c
#!!Baseline End Date!!Baseline_End_Date__c
#!!Baseline Project Phase!!Baseline_Project_Phase__c
#!!Baseline Project Status!!Baseline_Project_Status__c
#!!Baseline Stage!!Baseline_Stage__c
#!!Baseline Start Date!!Baseline_Start_Date__c
-!!Batch Sequence!!Batch_Sequence__c
#!!Batch Sequence Number!!Batch_Sequence_Number__c
-!!Billable!!Is_Billable__c
-!!Billable Expense Fee Flat!!Billable_Expense_Fee_Flat__c
-!!Billable Expense Fee Percentage!!Billable_Expense_Fee_Percentage__c
-!!Billable Hours (External)!!Billable_External_Hours__c
-!!Billable Hours (Internal)!!Billable_Internal_Hours__c
-!!Billed!!Billed__c
-!!Billing Eligible Budgets!!Billing_Eligible_Budgets__c
-!!Billing Eligible Expenses!!Billing_Eligible_Expenses__c
-!!Billing Eligible Last Updated!!Billing_Eligible_Last_Updated__c
-!!Billing Eligible Milestones!!Billing_Eligible_Milestones__c
-!!Billing Eligible Misc Adjustments!!Billing_Eligible_Misc_Adjustments__c
-!!Billing Eligible Timecard Splits!!Billing_Eligible_Timecard_Splits__c
-!!Billing Queues Need Recalc!!Billing_Queues_Need_Recalc__c
-!!Billing Type!!Billing_Type__c
-!!Billings!!Billings__c
-!!Bookings!!Bookings__c
-!!Closed for Expense Entry!!Closed_for_Expense_Entry__c
-!!Closed for Time Entry!!Closed_for_Time_Entry__c
-!!Company!!Company__c
-!!Copy Child Records from Template Async!!Copy_Child_Records_from_Template_Async__c
-!!Credited Hours!!Credited_Non_Billable_Internal_Hours__c
-!!Current Time Period!!Current_Time_Period__c
-!!Current Time Period End Date!!Current_Time_Period_End_Date__c
-!!Daily Timecard Notes Required!!Daily_Timecard_Notes_Required__c
#!!Duration (Days)!!Duration__c
-!!End Date!!End_Date__c
-!!Engagement!!Engagement__c
-!!Estimated Hours at Completion!!Estimated_Hours_at_Completion__c
-!!Exclude from Backlog!!Exclude_from_Backlog__c
-!!Exclude From Billing!!Exclude_From_Billing__c
-!!Exclude from EVA Calculation!!Exclude_From_EVA_Calculation__c
-!!Exclude from Monitor Rollup!!Exclude_From_Monitor_Rollup__c
-!!Exclude from Project Planner!!Exclude_from_Project_Planner__c
-!!Exclude from Project Variance Batch!!Exclude_from_Project_Variance_Batch__c
-!!Exclude Project From Display On Billing!!ExcludeProjectFromDisplayOnBilling__c
-!!Excluded Hours!!Excluded_Hours__c
-!!Expense Budget!!Expense_Budget__c
-!!Expense Costs!!Expense_Costs__c
-!!Expense Notes!!Expense_Notes__c
-!!External Costs!!External_Costs__c
-!!External Time Cost!!External_Time_Cost__c
-!!Financial Status!!Financial_Status__c
#!!Financial Status!!Financial_Visual__c
-!!Forecast Curve!!Forecast_Curve__c
-!!Group!!Group__c
-!!Hierarchy Depth!!Hierarchy_Depth__c
-!!Hours Cut Off Date!!Hours_Cut_Off_Date__c
-!!Hours to Days Rule!!Hours_to_Days_Rule__c
-!!Inactive Project Backlog!!Inactive_Project_Backlog__c
-!!Include In Forecasting!!Include_In_Forecasting__c
-!!Internal Budget!!Internal_Budget__c
-!!Internal Costs!!Internal_Costs__c
-!!Internal Time Cost!!Internal_Time_Cost__c
-!!Invoiced!!Invoiced__c
-!!Jira Correlation ID!!Jira_Correlation_ID__c
-!!Jira Project!!Jira_Project__c
-!!Jira Project Key!!Jira_Project_Key__c
-!!Jira Project Type!!Jira_Project_Type__c
#!!Jira Project URL!!Jira_Project_URL__c
-!!Location!!Location__c
#!!Margin!!Margin__c
-!!Master Project!!Master_Project__c
-!!Milestone Cost!!Milestone_Cost__c
-!!Non-Billable Hours (External)!!Non_Billable_External_Hours__c
-!!Non-Billable Hours (Internal)!!Non_Billable_Internal_Hours__c
-!!Notes!!Notes__c
-!!Opportunity!!Opportunity__c
-!!Opportunity Owner!!Opportunity_Owner__c
-!!Other Costs!!Other_Costs__c
-!!Parent Project!!Parent_Project__c
-!!Pass-Through Billings!!Pass_Through_Billings__c
-!!Percent Hours Complete!!Percent_Hours_Complete__c
#!!Percentage Used!!Percentage_Used__c
-!!Planned Hours!!Planned_Hours__c
-!!Practice!!Practice__c
-!!Pre-Bill Type!!Pre_Bill_Type__c
-!!Pre-Billed!!Pre_Billed__c
-!!Project ID!!Project_ID__c
-!!Project ID Chain!!Project_ID_Chain__c
-!!Project Manager!!Project_Manager__c
-!!Project Name Chain!!Project_Name_Chain__c
-!!Project Phase!!Project_Phase__c
-!!Project Status!!Project_Status__c
#!!Project Status!!Status_Visual__c
-!!Project Status Notes!!Project_Status_Notes__c
-!!Project Type!!Project_Type__c
-!!Rate Card Discount Limit!!Rate_Card_Discount_Limit__c
-!!Rate Card Percentage Discount!!Rate_Card_Percentage_Discount__c
-!!Rate Card Set!!Rate_Card_Set__c
-!!Recognition Method!!Recognition_Method__c
-!!Region!!Region__c
#!!Remaining Amount!!Remaining_Amount__c
-!!Requires Dependency Sync!!Requires_Dependency_Sync__c
-!!Revenue!!Revenue__c
-!!Revenue Forecast Batch Update Pending!!Revenue_Forecast_Batch_Update_Pending__c
-!!Revenue Forecast Last Updated!!Revenue_Forecast_Last_Updated__c
-!!Revenue Forecast Processing Status!!Revenue_Forecast_Processing_Status__c
#!!Schedule Status!!Schedule_Visual__c
-!!Schedule Status!!Schedule_Status__c
-!!Scheduled Backlog Calculated Date!!Scheduled_Backlog_Calculated_Date__c
-!!Scheduled Backlog End Date!!Scheduled_Backlog_End_Date__c
-!!Scheduled Hours Remaining!!Scheduled_Hours_Remaining__c
-!!Scheduled Milestone!!Scheduled_Milestone__c
-!!Scheduled Time!!Scheduled_Time__c
-!!Scope Status!!Scope_Status__c
#!!Scope Status!!Scope_Visual__c
#!!Send to Third-Party Expenses Application!!Send_to_Third_Party_Expenses_Application__c
-!!Services Billing Time Period Type!!Services_Billing_Time_Period_Type__c
-!!Share with Project Manager!!Share_with_Project_Manager__c
-!!Share with Project Team!!Share_with_Project_Resources__c
-!!Stage!!Stage__c
-!!Start Date!!Start_Date__c
-!!Sync with Jira!!Sync_With_Jira__c
#!!Tasks Total Percent Complete (Points)!!Tasks_Total_Percent_Complete_Points__c
-!!Tasks Total Points!!Tasks_Total_Points__c
-!!Tasks Total Points Complete!!Tasks_Total_Points_Complete__c
-!!Template!!Is_Template__c
-!!Time Credited!!Time_Credited__c
-!!Time Excluded!!Time_Excluded__c
-!!Time Logged in Days!!Time_Logged_In_Days__c
-!!Time Zone!!Time_Zone__c
-!!Total Assigned Hours!!Total_Assigned_Hours__c
#!!Total Costs!!Total_Costs__c
-!!Total Number of Tasks!!Total_Number_of_Tasks__c
-!!Total Projected Revenue From Assignments!!Total_Projected_Revenue_From_Assignments__c
-!!Total Submitted Hours!!Total_Submitted_Hours__c
-!!Unscheduled Backlog!!Unscheduled_Backlog__c
-!!Variance at Completion!!Variance_at_Completion__c
-!!Variance from Plan!!Variance_From_Plan__c
-!!Work Calendar!!Work_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!!Name
-!!Billable Hours (External)!!Billable_External_Hours__c
-!!Billable Hours (Internal)!!Billable_Internal_Hours__c
-!!Billed!!Billed__c
-!!Billings!!Billings__c
-!!Bookings!!Bookings__c
-!!Credited Hours!!Credited_Non_Billable_Internal_Hours__c
#!!End Date!!End_Date__c
-!!Excluded Hours!!Excluded_Hours__c
-!!Expense Budget!!Expense_Budget__c
-!!Expense Costs!!Expense_Costs__c
-!!External Costs!!External_Costs__c
#!!Has Difference in Verification!!Has_Difference_In_Verification__c
-!!Individual Billable Hours (External)!!NRV_Billable_External_Hours__c
-!!Individual Billable Hours (Internal)!!NRV_Billable_Internal_Hours__c
-!!Individual Billed!!NRV_Billed__c
-!!Individual Billings!!NRV_Billings__c
-!!Individual Bookings!!NRV_Bookings__c
-!!Individual Credited Hours!!NRV_Credited_Non_Billable_Internal_Hours__c
#!!Individual Difference in Verification!!NRV_Has_Difference_In_Verification__c
-!!Individual Excluded Hours!!NRV_Excluded_Hours__c
-!!Individual Expense Budget!!NRV_Expense_Budget__c
-!!Individual Expense Costs!!NRV_Expense_Costs__c
-!!Individual External Costs!!NRV_External_Costs__c
-!!Individual Internal Budget!!NRV_Internal_Budget__c
-!!Individual Internal Costs!!NRV_Internal_Costs__c
-!!Individual Invoiced!!NRV_Invoiced__c
#!!Individual Margin!!NRV_Margin__c
-!!Individual Non-Billable Hours (External)!!NRV_Non_Billable_External_Hours__c
-!!Individual Non-Billable Hours (Internal)!!NRV_Non_Billable_Internal_Hours__c
-!!Individual Other Costs!!NRV_Other_Costs__c
-!!Individual Pass-Through Billings!!NRV_Pass_Through_Billings__c
-!!Individual Pre-Billed!!NRV_Pre_Billed__c
-!!Individual Revenue!!NRV_Revenue__c
#!!Individual Total Costs!!NRV_Total_Costs__c
-!!Internal Budget!!Internal_Budget__c
-!!Internal Costs!!Internal_Costs__c
-!!Invoiced!!Invoiced__c
-!!Is Verification!!Is_Verification__c
#!!Margin!!Margin__c
-!!Non-Billable Hours (External)!!Non_Billable_External_Hours__c
-!!Non-Billable Hours (Internal)!!Non_Billable_Internal_Hours__c
-!!Other Costs!!Other_Costs__c
-!!Pass-Through Billings!!Pass_Through_Billings__c
-!!Pre-Billed!!Pre_Billed__c
-!!Project!!Project__c
#!!Project Manager!!Project_Manager__c
-!!Revenue!!Revenue__c
-!!Scheduled Backlog Calculated Date!!Scheduled_Backlog_Calculated_Date__c
-!!Scheduled Milestone!!Scheduled_Milestone__c
-!!Scheduled Time!!Scheduled_Time__c
#!!Start Date!!Start_Date__c
-!!Time Period!!Time_Period__c
#!!Time Period Type!!Time_Period_Type__c
#!!Total Costs!!Total_Costs__c
-!!Unique Name!!Unique_Name__c
-!!Unscheduled Backlog!!Unscheduled_Backlog__c
-!!Verified By!!Verified_By__c
Project_Actuals__c->Proj__c
Project_Location__c
Project Location
+!!Project Location Name!!Name
-!!Description!!Description__c
-!!End Date!!End_Date__c
-!!Project!!Project__c
-!!Source Project Location!!Source_Project_Location__c
-!!Start Date!!Start_Date__c
Project_Location__c->Proj__c
Project_Phase__c->Proj__c
Project_Methodology__c->Proj__c
Project_Source__c
Project Source
+!!Name!!Name
-!!Action!!Action__c
-!!Project!!Project__c
-!!Source!!Source__c
-!!Status!!Status__c
Project_Source__c->Proj__c
Assignment__c->Proj__c
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