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
Region__c
Region
+!!Region Name!!Name
-!!Action: Update Current Time Period!!Action_Update_Current_Time_Period__c
-!!Actuals: Last Update Date!!Actuals_Last_Update_Date__c
-!!Actuals: Last Updated By!!Actuals_Last_Updated_By__c
-!!Backlog: Last Update Date!!Backlog_Last_Update_Date__c
-!!Backlog: Last Updated By!!Backlog_Last_Updated_By__c
-!!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
-!!Current Time Period!!Current_Time_Period__c
-!!Current Time Period End Date!!Current_Time_Period_End_Date__c
-!!Default Work Calendar!!Default_Work_Calendar__c
-!!Exclude from Utilization!!Exclude_From_Utilization__c
-!!Excluded Hours!!Excluded_Hours__c
-!!Expense Budget!!Expense_Budget__c
-!!Expense Costs!!Expense_Costs__c
-!!External Costs!!External_Costs__c
-!!Headquarters Region!!Headquarters_Region__c
-!!Hierarchy Depth!!Hierarchy_Depth__c
-!!Hist Sch Utilization Billable Hours!!Hist_Sch_Utilization_Billable_Hours__c
-!!Hist Sch Utilization Credited Hours!!Hist_Sch_Utilization_Credited_Hours__c
-!!Hist Sch Utilization Excluded Hours!!Hist_Sch_Utilization_Excluded_Hours__c
-!!Hist Sch Utilization Held Hours!!Hist_Sch_Utilization_Held_Hours__c
-!!Hist Sch Utilization Non Billable Hrs!!Hist_Sch_Utilization_Non_Billable_Hrs__c
-!!Historical Utilization!!Historical_Utilization__c
-!!Historical Utilization Billable Hours!!Historical_Utilization_Billable_Hours__c
-!!Historical Utilization Calendar Hours!!Historical_Utilization_Calendar_Hours__c
-!!Historical Utilization Credited Hours!!Historical_Utilization_Credited_Hours__c
-!!Historical Utilization Excluded Hours!!Historical_Utilization_Excluded_Hours__c
-!!Historical Utilization Non Billable Hrs!!Historical_Utilization_Non_Billable_Hrs__c
#!!Historical Utilization Target!!Historical_Utilization_Target__c
#!!Historical Utilization Target Attainment!!Historical_Utilization_Target_Attainment__c
-!!Historical Utilization Target Hours!!Historical_Utilization_Target_Hours__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
-!!Invoiced!!Invoiced__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
-!!Parent Region!!Parent_Region__c
-!!Pass-Through Billings!!Pass_Through_Billings__c
-!!Plan: Last Update Date!!Plan_Last_Update_Date__c
-!!Plan: Last Updated By!!Plan_Last_Updated_By__c
-!!Planned Billings!!Planned_Billings__c
-!!Planned Bookings!!Planned_Bookings__c
-!!Planned External Costs!!Planned_External_Costs__c
-!!Planned Internal Costs!!Planned_Internal_Costs__c
#!!Planned Margin!!Planned_Margin__c
-!!Planned Revenue!!Planned_Revenue__c
-!!Planned Utilization!!Planned_Utilization__c
-!!Pre-Billed!!Pre_Billed__c
-!!Region ID Chain!!Region_ID_Chain__c
-!!Region Name Chain!!Region_Name_Chain__c
-!!Region Owner!!Region_Head__c
-!!Revenue!!Revenue__c
-!!Reversed Region ID Chain!!Reversed_ID_Chain__c
-!!Scheduled Backlog Calculated Date!!Scheduled_Backlog_Calculated_Date__c
-!!Scheduled Backlog End Date!!Scheduled_Backlog_End_Date__c
-!!Scheduled Milestone!!Scheduled_Milestone__c
-!!Scheduled Time!!Scheduled_Time__c
-!!Scheduled Utilization!!Scheduled_Utilization__c
-!!Scheduled Utilization Billable Hours!!Scheduled_Utilization_Billable_Hours__c
-!!Scheduled Utilization Calendar Hours!!Scheduled_Utilization_Calendar_Hours__c
-!!Scheduled Utilization Credited Hours!!Scheduled_Utilization_Credited_Hours__c
-!!Scheduled Utilization Excluded Hours!!Scheduled_Utilization_Excluded_Hours__c
-!!Scheduled Utilization Held Hours!!Scheduled_Utilization_Held_Hours__c
-!!Scheduled Utilization Non Billable Hrs!!Scheduled_Utilization_Non_Billable_Hrs__c
#!!Scheduled Utilization Target!!Scheduled_Utilization_Target__c
#!!Scheduled Utilization Target Attainment!!Scheduled_Utilization_Target_Attainment__c
-!!Scheduled Utilization Target Hours!!Scheduled_Utilization_Target_Hours__c
#!!Total Costs!!Total_Costs__c
-!!Total Time Period Hours!!Total_Time_Period_Hours__c
-!!Unscheduled Backlog!!Unscheduled_Backlog__c
-!!Utilization!!Total_Utilization__c
-!!Utilization!!Utilization__c
-!!Utilization Calculation Date!!Utilization_Calculation_Date__c
-!!Utilization Period End Date!!Utilization_Period_End_Date__c
-!!Utilization Period Start Date!!Utilization_Period_Start_Date__c
#!!Utilization Target!!Utilization_Target__c
#!!Utilization Target Attainment!!Utilization_Target_Attainment__c
-!!Utilization Target Hours!!Utilization_Target_Hours__c
-!!Utilization: Elapsed Hours!!Utilization_Elapsed_Hours__c
-!!Utilization: Last Calculation Date!!Utilization_Last_Calculation_Date__c
-!!Utilization: Last Update Date!!Utilization_Last_Update_Date__c
-!!Utilization: Last Updated By!!Utilization_Last_Updated_By__c
-!!Utilization: Over Full Time Period!!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
Region__c->Time_Period__c
Regional_Actuals__c
Regional Actuals
+!!Region 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
-!!Region!!Region__c
#!!Region Owner!!Region_Head__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
Regional_Actuals__c->Region__c
Regional_Actuals__c->Time_Period__c
Region_Plan__c
Region Plan
+!!Regional Plan Number!!Name
#!!End Date!!End_Date__c
-!!Planned Billings!!Planned_Billings__c
-!!Planned Bookings!!Planned_Bookings__c
-!!Planned External Costs!!Planned_External_Costs__c
-!!Planned Internal Costs!!Planned_Internal_Costs__c
#!!Planned Margin!!Planned_Margin__c
-!!Planned Revenue!!Planned_Revenue__c
-!!Planned Utilization!!Planned_Utilization__c
-!!Region!!Region__c
#!!Region Owner!!Region_Owner__c
#!!Region Plan For!!Region_Plan_For__c
#!!Start Date!!Start_Date__c
-!!Time Period!!Time_Period__c
#!!Time Period Type!!Time_Period_Type__c
-!!Unique Name!!Unique_Name__c
Region_Plan__c->Region__c
Region_Plan__c->Time_Period__c
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