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
Contact
Contact
-!!Action: Calculate Utilization!!Action_Calculate_Utilization__c
-!!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
-!!Allow Timecards Without Assignment!!Allow_Timecards_Without_Assignment__c
-!!API Resource Correlation ID!!API_Resource_Correlation_Id__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 Cost Rate!!Default_Cost_Rate__c
-!!Default Cost Rate is Daily Rate!!Daily_Default_Cost_Rate__c
-!!Employment Status!!Employment_Status__c
-!!Employment Status Effective Date!!Employment_Status_Effective_Date__c
-!!Exclude From Missing Timecards!!Exclude_From_Missing_Timecards__c
-!!Exclude from Resource Planner!!Exclude_from_Resource_Planner__c
-!!Exclude from Time Calculations!!Exclude_From_Time_Calculations__c
-!!Exclude From Time Variance Calculations!!Exclude_From_Time_Variance__c
-!!Excluded Hours!!Excluded_Hours__c
-!!Expense Budget!!Expense_Budget__c
-!!Expense Costs!!Expense_Costs__c
-!!External Costs!!External_Costs__c
-!!External Resource!!External_Resource__c
-!!Foundations Worker Correlation!!ERP_Worker_Correlation_Id__c
-!!Group!!Group__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
-!!Internal Budget!!Internal_Budget__c
-!!Internal Costs!!Internal_Costs__c
-!!Invoiced!!Invoiced__c
-!!Is Resource!!Is_Resource__c
-!!Is Resource Active!!Is_Resource_Active__c
-!!Jira Correlation ID!!Jira_Correlation_Username__c
-!!Last Date!!Last_Date__c
-!!Latitude (PSA)!!Latitude_PSA__c
-!!Longitude (PSA)!!Longitude_PSA__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
-!!Practice!!Practice__c
-!!Pre-Billed!!Pre_Billed__c
-!!Region!!Region__c
-!!Resource Role!!Resource_Role__c
-!!Revenue!!Revenue__c
-!!Salesforce User!!Salesforce_User__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
#!!Send to Third-Party Expenses Application!!Send_to_Third_Party_Expenses_Application__c
-!!Start Date!!Start_Date__c
-!!Sync with Jira!!Sync_with_Jira__c
#!!Total Costs!!Total_Costs__c
-!!Total Time Period Hours!!Total_Time_Period_Hours__c
-!!Utilization!!Total_Utilization__c
-!!Utilization Target!!Utilization_Target__c
#!!Utilization Target Attainment!!Utilization_Target_Attainment__c
#!!Utilization Target Average!!Utilization_Target_Average__c
-!!Utilization Target Hours!!Utilization_Target_Hours__c
-!!Utilization: Last Calculation Date!!Utilization_Calculation_Date__c
-!!Utilization: Last Update Date!!Utilization_Last_Update_Date__c
-!!Utilization: Last Updated By!!Utilization_Last_Updated_By__c
-!!Work Calendar!!Work_Calendar__c
+ Resource_Planner_Group()
+ Resource_Planner_Practice()
+ Resource_Planner()
+ Resource_Planner_Detail()
+ Calculate_Utilization()
Resource_Change__c
Resource Change
+!!Resource Change Name!!Name
-!!Change Date!!Change_Date__c
-!!New Group!!New_Group__c
-!!New Is Resource!!New_Is_Resource__c
-!!New Is Resource Active!!New_Is_Resource_Active__c
-!!New Practice!!New_Practice__c
-!!New Region!!New_Region__c
-!!New Resource Role!!New_Resource_Role__c
-!!New Utilization Target!!New_Utilization_Target__c
-!!New Work Calendar!!New_Work_Calendar__c
-!!Old Group!!Old_Group__c
-!!Old Is Resource!!Old_Is_Resource__c
-!!Old Is Resource Active!!Old_Is_Resource_Active__c
-!!Old Practice!!Old_Practice__c
-!!Old Region!!Old_Region__c
-!!Old Resource Role!!Old_Resource_Role__c
-!!Old Utilization Target!!Old_Utilization_Target__c
-!!Old Work Calendar!!Old_Work_Calendar__c
-!!Resource!!Resource__c
Resource_Change__c->Contact
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