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__c
Revenue Forecast
+!!Revenue Forecast Name!!Name
-!!Actual Hours!!Actual_Hours__c
-!!Actual Weighted Effort!!Actual_Weighted_Effort__c
#!!Actuals!!Actuals__c
#!!Corp: Actuals!!Corp_Actuals__c
-!!Corp: Currency!!Corp_Currency__c
-!!Corp: Revenue Pending Recognition!!Corp_Revenue_Pending_Recognition__c
-!!Corp: Revenue Recognized to Date!!Corp_Revenue_Recognized_To_Date__c
-!!Corp: Scheduled Revenue!!Corp_Scheduled_Revenue__c
-!!Corp: Unscheduled Revenue!!Corp_Unscheduled_Revenue__c
-!!Last Updated!!Last_Updated__c
-!!Milestone!!Milestone__c
-!!Opportunity!!Opportunity__c
-!!Opportunity Probability (%)!!Opportunity_Probability__c
-!!Project!!Project__c
-!!Revenue Pending Recognition!!Revenue_Pending_Recognition__c
-!!Revenue Recognized to Date!!Revenue_Recognized_To_Date__c
-!!Scheduled Hours!!Scheduled_Hours__c
-!!Scheduled Revenue!!Scheduled_Revenue__c
-!!Scheduled Weighted Effort!!Scheduled_Weighted_Effort__c
-!!Time Period!!Time_Period__c
#!!Time Period End!!Time_Period_End__c
#!!Time Period Start!!Time_Period_Start__c
-!!Unscheduled Hours!!Unscheduled_Hours__c
-!!Unscheduled Revenue!!Unscheduled_Revenue__c
+ Run_Revenue_Forecast_Opportunity()
+ Run_Revenue_Forecast()
Milestone__c
Milestone
Revenue_Forecast__c->Milestone__c
Opportunity
Opportunity
Revenue_Forecast__c->Opportunity
Proj__c
Project
Revenue_Forecast__c->Proj__c
Time_Period__c
Time Period
Revenue_Forecast__c->Time_Period__c
Revenue_Forecast_Batch__c
Revenue Forecast Batch
+!!Revenue Forecast Name!!Name
-!!Batch ID!!Batch_Id__c
-!!Batch Process!!Batch_Process__c
-!!Status!!Status__c
Revenue_Forecast_Batch_Lock__c
Revenue Forecast Batch Lock
+!!Revenue Forecast Batch Lock Name!!Name
-!!Record ID!!Record_Id__c
Revenue_Forecast_Batch_Log__c
Revenue Forecast Batch Log
+!!Revenue Forecast Batch Log Name!!Name
-!!Message!!Message__c
-!!Opportunity!!Opportunity__c
-!!Project!!Project__c
-!!Revenue Forecast Batch!!Revenue_Forecast_Batch__c
Revenue_Forecast_Batch_Log__c->Revenue_Forecast_Batch__c
Revenue_Forecast_Batch_Log__c->Opportunity
Revenue_Forecast_Batch_Log__c->Proj__c
Revenue_Forecast_Batch_Status__c
Revenue Forecast Batch Status
+!!Revenue Forecast Batch Status Name!!Name
-!!Opportunity!!Opportunity__c
-!!Record ID!!Record_Id__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
Revenue_Forecast_Batch_Status__c->Opportunity
Revenue_Forecast_Setup__c
Revenue Forecast Setup
+!!Revenue Forecast Setup Name!!Name
-!!Active!!Active__c
-!!Actuals Cutoff Day!!Actuals_Cutoff_Day__c
-!!Assignment % Complete Weighting Field!!Assignment_Percent_Comp_Weighting_Field__c
-!!Assignment Bill Rate Field!!Assignment_Bill_Rate_Field__c
-!!Custom Date for Deliverable Expenses!!Custom_Date_For_Deliverable_Expenses__c
-!!Custom Date for Deliverable Milestones!!Custom_Date_For_Deliverable_Milestones__c
-!!Custom Date for Deliverable Misc Adjusts!!Custom_Date_For_Deliverable_Misc_Adjusts__c
-!!Custom Filter Field Set!!Custom_Filter_Field_Set__c
-!!Exclude Actuals After Cutoff Day!!Exclude_Actuals_After_Cutoff_Day__c
-!!Exclude from Forecast Assignment Field!!Exclude_From_Forecast_Assignment_Field__c
-!!Exclude from Forecast RR Field!!Exclude_From_Forecast_Resource_Req_Field__c
-!!Exclude Opportunities!!Exclude_Opportunities__c
-!!Exclude Opportunities for Versions!!Exclude_Opportunities_For_Versions__c
-!!Exclude Probability from Opportunities!!Exclude_Opportunity_Probabilities__c
-!!Exclude Resource Requests on Project!!Exclude_Resource_Requests_On_Project__c
-!!Exclude Revenue Recognition Actuals!!Exclude_Revenue_Recognition_Actuals__c
-!!Exclude Scheduled Hrs in Closed Periods!!Exclude_Scheduled_Hrs_in_Closed_Periods__c
-!!Exclude Unscheduled Revenue for Versions!!Exclude_Unscheduled_Revenue_For_Versions__c
-!!Expected Project End Date Field on Opp!!Project_End_Date_on_Opportunity__c
-!!Expected Project Start Date Field on Opp!!Project_Start_Date_on_Opportunity__c
-!!Forecast Factor Batch Size!!Forecast_Factor_Batch_Size__c
-!!Hover Details Field Set on Milestone!!Hover_Details_Field_Set_On_Milestone__c
-!!Hover Details Field Set on Opportunity!!Hover_Details_Field_Set_On_Opportunity__c
-!!Hover Details Field Set on Project!!Hover_Details_Field_Set_On_Project__c
-!!Include Best Case!!Include_Best_Case__c
-!!Include RRs on Opportunities!!Include_RRs_on_Opportunities__c
-!!Include Worst Case!!Include_Worst_Case__c
-!!Maximum Concurrent Jobs!!Maximum_Concurrent_Jobs__c
-!!Object for Version Grouping!!Version_Grouping_Primary__c
-!!Opportunity Batch Size!!Opportunity_Batch_Size__c
-!!Opportunity Best Case Threshold (%)!!Opportunity_Best_Case_Threshold__c
-!!Opportunity Expected Threshold (%)!!Opportunity_Expected_Case_Threshold__c
-!!Opportunity Scheduler Batch Size!!Opportunity_Scheduler_Batch_Size__c
-!!Opportunity Worst Case Threshold (%)!!Opportunity_Worst_Case_Threshold__c
-!!Persist Adjustments Across Versions!!Persist_Adjustments_Across_Versions__c
-!!Project Batch Size!!Project_Batch_Size__c
-!!Project Scheduler Batch Size!!Project_Scheduler_Batch_Size__c
-!!Resource Request Bill Rate Field!!Resource_Request_Bill_Rate_Field__c
-!!Respect Permission Controls!!Respect_Permission_Controls__c
-!!Retain Pending Revenue in Closed Periods!!Retain_Pending_Revenue_In_Closed_Periods__c
-!!RR % Complete Weighting Field!!Res_Req_Percent_Comp_Weighting_Field__c
-!!Total Hours Field on Project!!Total_Hours_Field_on_Project__c
-!!Total Revenue Field on Milestone!!Milestone_Total_Revenue_Field__c
-!!Total Revenue Field on Project!!Project_Total_Revenue_Field__c
-!!Use Mid Month Forecast Calculations!!Use_Mid_Month_Forecast_Calculations__c
-!!Use Sched and Actual Hrs for % Complete!!Use_Sched_And_Actual_Hrs_In_Percent_Comp__c
-!!Use Weighting for % Complete!!Use_Weighted_Percent_Comp_Calc__c
-!!Version Detail Batch Size!!Version_Detail_Batch_Size__c
-!!Version Forecast Period!!Version_Forecast_Period__c
-!!Version Forecast Period Override!!Version_Forecast_Period_Override__c
Revenue_Forecast_Staging__c
Revenue Forecast Staging
+!!Revenue Forecast Staging Name!!Name
-!!Actual Hours!!Actual_Hours__c
-!!Actual Weighted Effort!!Actual_Weighted_Effort__c
-!!Milestone!!Milestone__c
-!!Project!!Project__c
-!!Revenue Pending Recognition!!Revenue_Pending_Recognition__c
-!!Revenue Recognized to Date!!Revenue_Recognized_To_Date__c
-!!Revenue Source!!Revenue_Source__c
-!!Revenue Type!!Revenue_Type__c
-!!Scheduled Hours!!Scheduled_Hours__c
-!!Scheduled Revenue!!Scheduled_Revenue__c
-!!Scheduled Weighted Effort!!Scheduled_Weighted_Effort__c
-!!Time Period!!Time_Period__c
-!!Unscheduled Hours!!Unscheduled_Hours__c
-!!Unscheduled Revenue!!Unscheduled_Revenue__c
Revenue_Forecast_Staging__c->Milestone__c
Revenue_Forecast_Staging__c->Proj__c
Revenue_Forecast_Staging__c->Time_Period__c
Revenue_Forecast_Type__c
Revenue Forecast Type
+!!Revenue Forecast Type Name!!Name
#!!Actuals!!Actuals__c
#!!Corp: Actuals!!Corp_Actuals__c
-!!Corp: Currency!!Corp_Currency__c
-!!Corp: Revenue Pending Recognition!!Corp_Revenue_Pending_Recognition__c
-!!Corp: Revenue Recognized to Date!!Corp_Revenue_Recognized_To_Date__c
-!!Corp: Scheduled Revenue!!Corp_Scheduled_Revenue__c
-!!Corp: Unscheduled Revenue!!Corp_Unscheduled_Revenue__c
-!!Milestone!!Milestone__c
-!!Opportunity!!Opportunity__c
-!!Project!!Project__c
-!!Revenue Forecast!!Revenue_Forecast__c
-!!Revenue Pending Recognition!!Revenue_Pending_Recognition__c
-!!Revenue Recognized to Date!!Revenue_Recognized_To_Date__c
-!!Revenue Source!!Revenue_Source__c
-!!Revenue Type!!Revenue_Type__c
-!!Scheduled Revenue!!Scheduled_Revenue__c
-!!Unscheduled Revenue!!Unscheduled_Revenue__c
Revenue_Forecast_Type__c->Revenue_Forecast__c
Revenue_Forecast_Type__c->Milestone__c
Revenue_Forecast_Type__c->Opportunity
Revenue_Forecast_Type__c->Proj__c
Milestone__c->Proj__c
Opportunity->Proj__c
Proj__c->Time_Period__c
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