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
Revenue_Forecast_Version__c
Revenue Forecast Version
+!!Revenue Forecast Version Name!!Name
-!!Apex Job ID!!Apex_Job_Id__c
-!!Batch Process!!Batch_Process__c
-!!Batch Processing Status!!Batch_Processing_Status__c
-!!Corp: Currency!!Corp_Currency__c
-!!Date and Time Locked!!Locked_Datetime__c
-!!Exclude Probability from Opportunities!!Exclude_Opportunity_Probabilities__c
-!!Include Best Case!!Include_Best_Case__c
-!!Include Worst Case!!Include_Worst_Case__c
-!!Locked!!Locked__c
-!!Object for Version Grouping!!Version_Grouping_Primary__c
-!!Opportunity Best Case Threshold (%)!!Opportunity_Best_Case_Threshold__c
-!!Opportunity Expected Threshold (%)!!Opportunity_Expected_Case_Threshold__c
-!!Opportunity Worst Case Threshold (%)!!Opportunity_Worst_Case_Threshold__c
-!!Status!!Status__c
Revenue_Forecast_Version_Adjustment__c
Revenue Forecast Version Adjustment
+!!Revenue Forecast Version Adjustment Name!!Name
-!!Active!!Active__c
-!!Adjusted By!!Adjusted_By__c
-!!Adjustment Date!!Adjustment_Date__c
-!!Corp: Adjustment Value!!Corp_Adjustment_Value__c
-!!Corp: Currency!!Corp_Currency__c
-!!Exchange Rate!!Exchange_Rate__c
-!!Expiration Date!!Expiration_Date__c
-!!Group!!Group__c
-!!Milestone!!Milestone__c
-!!Notes!!Notes__c
-!!Opportunity!!Opportunity__c
-!!Practice!!Practice__c
-!!Project!!Project__c
-!!Region!!Region__c
-!!Revenue Forecast Version!!Revenue_Forecast_Version__c
-!!Scenario!!Scenario__c
-!!Time Period!!Time_Period__c
-!!Unique identifier!!Unique_Identifier__c
Revenue_Forecast_Version_Adjustment__c->Revenue_Forecast_Version__c
Grp__c
Group
Revenue_Forecast_Version_Adjustment__c->Grp__c
Milestone__c
Milestone
Revenue_Forecast_Version_Adjustment__c->Milestone__c
Opportunity
Opportunity
Revenue_Forecast_Version_Adjustment__c->Opportunity
Practice__c
Practice
Revenue_Forecast_Version_Adjustment__c->Practice__c
Proj__c
Project
Revenue_Forecast_Version_Adjustment__c->Proj__c
Region__c
Region
Revenue_Forecast_Version_Adjustment__c->Region__c
Time_Period__c
Time Period
Revenue_Forecast_Version_Adjustment__c->Time_Period__c
Revenue_Forecast_Version_Batch_Log__c
Revenue Forecast Version Batch Log
+!!Revenue Forecast Version Batch Log Name!!Name
-!!Message!!Message__c
-!!Revenue Forecast Version!!Revenue_Forecast_Version__c
Revenue_Forecast_Version_Batch_Log__c->Revenue_Forecast_Version__c
Revenue_Forecast_Version_Detail__c
Revenue Forecast Version Detail
+!!Revenue Forecast Version Detail Name!!Name
-!!% Complete: Milestone: Pending!!Percent_Complete_Milestone_Pending__c
-!!% Complete: Milestone: Recognized!!Percent_Complete_Milestone_Recognized__c
-!!% Complete: Milestone: Scheduled!!Percent_Complete_Milestone_Scheduled__c
-!!% Complete: Milestone: Unscheduled!!Percent_Complete_Milestone_Unscheduled__c
-!!% Complete: Project: Pending!!Percent_Complete_Project_Pending__c
-!!% Complete: Project: Recognized!!Percent_Complete_Project_Recognized__c
-!!% Complete: Project: Scheduled!!Percent_Complete_Project_Scheduled__c
-!!% Complete: Project: Unscheduled!!Percent_Complete_Project_Unscheduled__c
#!!Actuals Total!!Actuals_Total__c
-!!Corp: % Complete: Milestone: Pending!!Corp_Percent_Complete_Milestone_P__c
-!!Corp: % Complete: Milestone: Recognized!!Corp_Percent_Complete_Milestone_R__c
-!!Corp: % Complete: Milestone: Scheduled!!Corp_Percent_Complete_Milestone_S__c
-!!Corp: % Complete: Milestone: Unscheduled!!Corp_Percent_Complete_Milestone_U__c
-!!Corp: % Complete: Project: Pending!!Corp_Percent_Complete_Project_P__c
-!!Corp: % Complete: Project: Recognized!!Corp_Percent_Complete_Project_R__c
-!!Corp: % Complete: Project: Scheduled!!Corp_Percent_Complete_Project_S__c
-!!Corp: % Complete: Project: Unscheduled!!Corp_Percent_Complete_Project_U__c
#!!Corp: Actuals Total!!Corp_Actuals_Total__c
-!!Corp: Currency!!Corp_Currency__c
-!!Corp: Deliverable: EVA: Scheduled!!Corp_Eva_S__c
-!!Corp: Deliverable: Expense: Pending!!Corp_Expense_P__c
-!!Corp: Deliverable: Expense: Recognized!!Corp_Expense_R__c
-!!Corp: Deliverable: MA: Pending!!Corp_Misc_Adjustment_P__c
-!!Corp: Deliverable: MA: Recognized!!Corp_Misc_Adjustment_R__c
-!!Corp: Deliverable: Milestone: Pending!!Corp_Milestone_P__c
-!!Corp: Deliverable: Milestone: Recognized!!Corp_Milestone_R__c
-!!Corp: Deliverable: Milestone: Scheduled!!Corp_Milestone_S__c
-!!Corp: Deliverable: Timecard: Pending!!Corp_Timecard_P__c
-!!Corp: Deliverable: Timecard: Recognized!!Corp_Timecard_R__c
-!!Corp: Equal Split: Milestone: Pending!!Corp_Equal_Split_Milestone_P__c
-!!Corp: Equal Split: Milestone: Recognized!!Corp_Equal_Split_Milestone_R__c
-!!Corp: Equal Split: Milestone: Scheduled!!Corp_Equal_Split_Milestone_S__c
-!!Corp: Equal Split: Project: Pending!!Corp_Equal_Split_Project_P__c
-!!Corp: Equal Split: Project: Recognized!!Corp_Equal_Split_Project_R__c
-!!Corp: Equal Split: Project: Scheduled!!Corp_Equal_Split_Project_S__c
-!!Corp: Opportunity: Unscheduled!!Corp_Opportunity_U__c
-!!Corp: Opportunity: Unscheduled Best!!Corp_Opportunity_U_Best__c
-!!Corp: Opportunity: Unscheduled Worst!!Corp_Opportunity_U_Worst__c
#!!Corp: Scheduled Total!!Corp_Scheduled_Total__c
-!!Deliverable: EVA: Scheduled!!Eva_Scheduled__c
-!!Deliverable: Expense: Pending!!Expense_Pending__c
-!!Deliverable: Expense: Recognized!!Expense_Recognized__c
-!!Deliverable: Milestone: Pending!!Milestone_Pending__c
-!!Deliverable: Milestone: Recognized!!Milestone_Recognized__c
-!!Deliverable: Milestone: Scheduled!!Milestone_Scheduled__c
-!!Deliverable: Misc Adjustment: Pending!!Misc_Adjustment_Pending__c
-!!Deliverable: Misc Adjustment: Recognized!!Misc_Adjustment_Recognized__c
-!!Deliverable: Timecard: Pending!!Timecard_Pending__c
-!!Deliverable: Timecard: Recognized!!Timecard_Recognized__c
-!!Equal Split: Milestone: Pending!!Equal_Split_Milestone_Pending__c
-!!Equal Split: Milestone: Recognized!!Equal_Split_Milestone_Recognized__c
-!!Equal Split: Milestone: Scheduled!!Equal_Split_Milestone_Scheduled__c
-!!Equal Split: Project: Pending!!Equal_Split_Project_Pending__c
-!!Equal Split: Project: Recognized!!Equal_Split_Project_Recognized__c
-!!Equal Split: Project: Scheduled!!Equal_Split_Project_Scheduled__c
-!!Group!!Group__c
-!!Milestone!!Milestone__c
-!!Opportunity!!Opportunity__c
-!!Opportunity Probability (%)!!Opportunity_Probability__c
-!!Opportunity: Unscheduled!!Opportunity_Unscheduled__c
-!!Opportunity: Unscheduled Best!!Opportunity_Unscheduled_Best__c
-!!Opportunity: Unscheduled Worst!!Opportunity_Unscheduled_Worst__c
-!!Practice!!Practice__c
-!!Project!!Project__c
-!!Region!!Region__c
-!!Revenue Forecast Version!!Revenue_Forecast_Version__c
#!!Scheduled Total!!Scheduled_Total__c
-!!Time Period!!Time_Period__c
-!!Time Period End!!Time_Period_End__c
-!!Time Period Start!!Time_Period_Start__c
Revenue_Forecast_Version_Detail__c->Revenue_Forecast_Version__c
Revenue_Forecast_Version_Detail__c->Grp__c
Revenue_Forecast_Version_Detail__c->Milestone__c
Revenue_Forecast_Version_Detail__c->Opportunity
Revenue_Forecast_Version_Detail__c->Practice__c
Revenue_Forecast_Version_Detail__c->Proj__c
Revenue_Forecast_Version_Detail__c->Region__c
Revenue_Forecast_Version_Detail__c->Time_Period__c
Grp__c->Time_Period__c
Milestone__c->Grp__c
Milestone__c->Practice__c
Milestone__c->Proj__c
Milestone__c->Region__c
Opportunity->Grp__c
Opportunity->Practice__c
Opportunity->Proj__c
Opportunity->Region__c
Practice__c->Time_Period__c
Proj__c->Grp__c
Proj__c->Practice__c
Proj__c->Region__c
Proj__c->Time_Period__c
Region__c->Time_Period__c
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