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_Settings__c
Assignment Settings
-!!Adjust Hours Strategy Respects Holidays!!Adjust_Hours_Strategy_Respects_Holidays__c
-!!Allow Resource Currency Code on Assn!!Allow_Resource_Currency_on_Assignment__c
-!!Assign Multiple Resources Columns!!Assign_Multi_Resources_Columns_Field_Set__c
-!!Assign Resource Custom Lookup!!Assign_Resource_Custom_Lookup__c
-!!Assign Resource Custom Lookup Columns!!Assign_Resource_Custom_Lookup_Columns__c
-!!Assign Resource Milestone Lookup!!Assign_Resource_Milestone_Lookup__c
-!!Assign Resource Milestone Lookup Columns!!Assign_Resource_Milestone_Lookup_Columns__c
-!!Assign Resource Milestone Required!!Assign_Resource_Milestone_Required__c
-!!Assignment Name Project Name Max Length!!Assignment_Name_Project_Name_Max_Length__c
-!!Assignment Name Resource Name Max Length!!Assignment_Name_Resource_Name_Max_Length__c
-!!AssigRes Is Resource Lookup Filter!!AssigRes_Is_Resource_Lookup_Filter__c
-!!AssigRes IsResource Active Lookup FIlter!!AssigRes_IsResource_Active_Lookup_FIlter__c
-!!Auto Share with New Resource!!Auto_Share_with_New_Resource__c
-!!Auto-Assign: Allow Non-Exact Matching!!Auto_Assign_Allow_Non_Exact_Matching__c
-!!Default Scheduling Strategy!!Default_Scheduling_Strategy__c
-!!Default Scheduling Strategy Unheld RRs!!Default_Scheduling_Strategy_Unheld_RRs__c
-!!Delete Share from Old Resource!!Delete_Share_from_Old_Resource__c
-!!Disable Bill Rate Null Check in Trigger!!Disable_Bill_Rate_Null_Check_in_Trigger__c
-!!Disable RPG and Role Filter Defaults!!Disable_RPG_Role_Defaulting__c
-!!Display Planned Bill Rate!!Display_Planned_Bill_Rate__c
-!!Edit Schedule Default Strategy!!Edit_Schedule_Default_Strategy__c
-!!Hide Adjust Hours Scheduling Strategy!!Hide_Adjust_Hours_Scheduling_Strategy__c
-!!Hide Custom Scheduling Strategy!!Hide_Custom_Scheduling_Strategy__c
-!!Hide Ignore Avail Scheduling Strategy!!Hide_Ignore_Avail_Scheduling_Strategy__c
-!!Hide Level Schedule Scheduling Strategy!!Hide_Level_Schedule_Scheduling_Strategy__c
-!!Hide Percent Alloc Scheduling Strategy!!Hide_Percent_Alloc_Scheduling_Strategy__c
-!!Hide Zero Hour Scheduling Strategy!!Hide_Zero_Hour_Scheduling_Strategy__c
-!!Link Assignment Header Tooltip Fields!!Link_Assignment_Header_Tooltip_Fields__c
-!!Link Methodology Header Tooltip Fields!!Link_Methodology_Header_Tooltip_Fields__c
-!!Link Milestone Header Tooltip Fields!!Link_Milestone_Header_Tooltip_Fields__c
-!!Link Phase Header Tooltip Fields!!Link_Phase_Header_Tooltip_Fields__c
-!!Mass Assign Budget Allocation Editable!!Mass_Assign_Budget_Allocation_Editable__c
-!!Mass Assign Budget Allocation Required!!Mass_Assign_Budget_Allocation_Required__c
-!!Mass Assign Milestone Editable!!Mass_Assign_Milestone_Editable__c
-!!Mass Assign Milestone Required!!Mass_Assign_Milestone_Required__c
-!!Mass Assign Projects Load Limit!!Mass_Assign_Projects_Load_Limit__c
-!!Mass Assignments Default Ignore Holidays!!Mass_Assignments_Default_Ignore_Holidays__c
-!!Multi Assign Assignment Fieldset Name!!Multi_Assign_Assignment_Fieldset_Name__c
-!!Multi Assign Milestone Fieldset Name!!Multi_Assign_Milestone_Fieldset_Name__c
-!!Retain schedule exceptions on update!!Retain_schedule_exceptions_on_update__c
-!!Retain Schedule On Assign!!Retain_Schedule_On_Assign__c
-!!Retain Schedule On Hold!!Retain_Schedule_On_Hold__c
-!!Retain Schedule On Unassign!!Retain_Schedule_On_Unassign__c
-!!Retain Schedule On Unhold!!Retain_Schedule_On_Unhold__c
-!!Role Hidden!!Role_Hidden__c
-!!Role Required On Creation!!Role_Required_On_Creation__c
-!!Timecard Statuses!!Timecard_Statuses__c
-!!Update Project Monitor Fields Batch Size!!Update_Project_Monitor_Fields_Batch_Size__c
-!!Update Project Monitor Fields Sync Limit!!Update_Project_Monitor_Fields_Sync_Limit__c
-!!Use Default Cost Rate Clear on Assigning!!Use_Default_Cost_Rate_Clear_on_Assigning__c
-!!Use Scheduled Days for Calculations!!Use_Scheduled_Days__c
Est_Vs_Actuals_Settings__c
Est Vs Actuals Settings
-!!Adjust Past Est on Records with Actuals!!Adjust_Past_Est_on_Records_with_Actuals__c
-!!Calculate EVA Actuals Incrementally!!Calculate_EVA_Actuals_Incrementally__c
-!!Delete Est Vs Actuals Batch Size!!Delete_Est_Vs_Actuals_Batch_Size__c
-!!Delete Out of Range Records With Actuals!!Delete_Out_of_Range_Records_With_Actuals__c
-!!Disable Automatic Weekly Time Periods!!Use_Week_Time_Periods_If_In_Range__c
-!!Enable EVA Process Notification!!Enable_Eva_Process_Notification__c
-!!Generate Custom Time Period Records!!Generate_Custom_Time_Period_Records__c
-!!Generate Monthly Records!!Generate_Monthly_Records__c
-!!Generate Quarterly Records!!Generate_Quarterly_Records__c
-!!Generate Weekly Records!!Generate_Weekly_Records__c
-!!Process Out Of Range Timecards!!Process_Out_Of_Range_Timecards__c
-!!Timecard Statuses!!Timecard_Statuses__c
-!!Update Actuals Batch Size!!Update_Actuals_Batch_Size__c
-!!Update Estimates Batch Size!!Update_Estimates_Batch_Size__c
-!!Update Project Manager Field Batch Size!!Update_Project_Manager_Batch_Size__c
-!!Update Project Manager Field Sync Limit!!Update_Project_Manager_Sync_Limit__c
-!!Update Project Manager From Project!!Update_Project_Manager_From_Project__c
Missing_Timecards__c
Missing Timecards
-!!Check Assignments for internal Resource!!Check_Assignments_for_internal_Resource__c
-!!Ignore Closed Assignments!!Ignore_Closed_Assignments__c
-!!Use Resource Work Calendar Week Start!!Use_Resource_Work_Calendar_Week_Start__c
Timecard_Approval_UI__c
Timecard Approval UI
-!!Always Group Timecard Approvals!!Always_Group_Timecard_Approvals__c
-!!Filter Section Field Set Name!!Filter_Section_Field_Set_Name__c
-!!Number Of Timecards Shown Per Page!!Number_Of_Timecards_Shown_Per_Page__c
-!!Selected Primary Group!!Selected_Primary_Group__c
-!!Selected Secondary Group!!Selected_Secondary_Group__c
-!!Show Daily Notes With Hours!!Show_Daily_Notes_With_Hours__c
-!!Show Week Dates As Column Headers!!Show_Week_Dates_As_Column_Headers__c
-!!Timecard Tooltip Fieldset Name!!Timecard_Tooltip_Fieldset_Name__c
-!!Tooltip Fields!!Tooltip_Fields__c
Timecard_Entry_UI_Global__c
Timecard Entry UI Global
-!!Allow Time Entry for Summary Task!!Allow_Time_Entry_For_Summary_Task__c
-!!Allow timecard with negative hours!!Allow_timecard_with_negative_hours__c
-!!Assignment Lookup Fieldset Name!!Assignment_Lookup_Fieldset_Name__c
-!!Assignments load date restriction!!Assignments_load_date_restriction__c
-!!Assignments Status Values!!Assignments_load_status_values__c
-!!Check For Previous Week Timecards!!Check_For_Previous_Week_Timecards__c
-!!Day hour auto revert ceiling!!Day_hour_auto_revert_ceiling__c
-!!Day hour auto revert floor!!Day_hour_auto_revert_floor__c
-!!Disable Hours in Timecard Copy!!Disable_Hours_in_Timecard_Copy__c
-!!Enable Timecard Async Submit!!Enable_Timecard_Async_Submit__c
-!!Enforce Submit All Timecards!!Enforce_submit_all_timecards__c
-!!Project Lookup Fieldset Name!!Project_Lookup_Fieldset_Name__c
-!!Projects load date restriction!!Projects_load_date_restriction__c
-!!Redirect Notification To Time Entry!!Redirect_Notification_To_Time_Entry__c
-!!Resource access!!Resource_access__c
-!!Resource Lookup Fieldset Name!!Resource_Lookup_Fieldset_Name__c
-!!Save timecard with zero hours!!Save_timecard_with_zero_hours__c
-!!Schedule editable!!Schedule_editable__c
-!!Submit timecard with zero hours!!submit_timecard_with_zero_hours__c
-!!TC Sorted By Order!!TC_Sorted_By_Order__c
-!!Time Entry Save Batch Size!!TC_Entry_Save_Batch_Size__c
-!!Time Entry Submit Batch Size!!Save_submit_batch_size__c
-!!Timecard edit status values!!Timecard_edit_status_values__c
-!!Timecard save button action!!Timecard_save_button_action__c
-!!Timecard submit button action!!Timecard_submit_button_action__c
-!!Use Local Storage For Column Preferences!!Use_Local_Storage_For_Column_Preferences__c
-!!Use Project Location Records!!Use_Project_Location_Records__c
-!!Use Project Methodology Records!!Use_Project_Methodology_Records__c
-!!Use Project Phase Records!!Use_Project_Phase_Records__c
-!!Week start day!!Week_start_day__c
Timecard_Entry_UI_Personal__c
Timecard Entry UI Personal
-!!Additional Fields!!Additional_Fields__c
-!!Allow Zero Entry!!Allow_Zero_Entry__c
-!!Assignment project editable after save!!Assignment_project_editable_after_save__c
-!!Assignment tooltip fields!!Assignment_tooltip_fields__c
-!!Combine Similar Timecards!!Combine_Similar_Timecards__c
-!!Copy AdditionalFields From Previous Week!!Copy_AdditionalFields_From_Previous_Week__c
-!!Copy ETC From Previous Week!!Copy_ETC_From_Previous_Week__c
-!!Copy Hours From Previous Week!!Copy_Hours_From_Previous_Week__c
-!!Copy Locations From Previous Week!!Copy_Locations_From_Previous_Week__c
-!!Copy Methodology From Previous Week!!Copy_Methodology_From_Previous_Week__c
-!!Copy Milestone From Previous Week!!Copy_Milestone_From_Previous_Week__c
-!!Copy Notes From Previous Week!!Copy_Notes_From_Previous_Week__c
-!!Copy Phase From Previous Week!!Copy_Phase_From_Previous_Week__c
-!!Copy Schedule Assignment Daily Notes!!Copy_Schedule_Assignment_Daily_Notes__c
-!!Copy Task Hours From Previous Week!!Copy_Task_Hours_From_Previous_Week__c
-!!Copy Tasks From Previous Week!!Copy_Tasks_From_Previous_Week__c
-!!Copy Travel From Previous Week!!Copy_Travel_From_Previous_Week__c
-!!Default billable!!Default_billable__c
-!!Default Single Resource Search Result!!Default_Single_Resource_Search_Result__c
-!!Default Week Offset!!Default_Week_Offset__c
-!!Empty lines to append on add lines!!Empty_lines_to_append_on_add_lines__c
-!!Empty timecard lines to append by def!!Empty_timecard_lines_to_append_by_def__c
-!!Hide Copy From Previous Week Button!!Hide_Copy_From_Previous_Week_Button__c
-!!Hide Copy Schedules Button!!Hide_Copy_Schedules_Button__c
-!!Hide Expand Tasks!!Hide_Expand_Tasks__c
-!!Hide Notes Column!!Hide_Notes_Column__c
-!!Hide Save Button!!Hide_Save_Button__c
-!!Hide Show All Tasks/My Tasks!!Hide_Show_All_Tasks_My_Tasks__c
-!!Hide Submit Button!!Hide_Submit_Button__c
-!!Holiday Color Code!!Holiday_Color_Code__c
-!!Hours Cell Pixel Width!!Hours_cell_pixel_width__c
-!!Lock Timecard Hours in Calculated Mode!!Hide_Timecard_Hours_in_Calculated_Mode__c
-!!Max Resource Hours Per Day!!Max_Resource_Hours_Per_Day__c
-!!Maximum Resource Hours Per Week!!Maximum_Resource_Hours_Per_Week__c
-!!Minimum Resource Hours Per Week!!Minimum_Resource_Hours_Per_Week__c
-!!Nickname Editable!!Nickname_Editable__c
-!!Note location allowed!!Note_location_allowed__c
-!!Pre Populate Task!!Pre_Populate_Task__c
-!!Proj assig dropdown account custom field!!Proj_assig_dropdown_account_custom_field__c
-!!Project editable after save audit Notes!!Project_editable_after_save_audit_Notes__c
-!!Project Task Tooltip Fieldset Name!!Project_Task_Tooltip_Fieldset_Name__c
-!!Project tooltip fields!!Project_tooltip_fields__c
-!!Restrict Task Based On Assignment!!Restrict_Task_Based_On_Assignment__c
-!!Restrict Task Based On Milestone!!Restrict_Task_Based_On_Milestone__c
-!!Save Column Preferences!!Save_Column_Preferences__c
-!!Schedule Assignment Tooltip Fields!!Schedule_assignment_tooltip_fields__c
-!!Schedule grid weekend delta!!Schedule_grid_weekend_delta__c
-!!Schedule Project Tooltip Fields!!Schedule_project_tooltip_fields__c
-!!Show Alert For NonZero HolidayHours!!Show_Alert_For_NonZero_HolidayHours__c
-!!Show Alert For NonZero WeekendHours!!Show_Alert_For_NonZero_WeekendHours__c
-!!Show Billable NonBillable Hours!!Show_Billable_NonBillable_Hours__c
-!!Show Easy Entry Popup!!Show_Easy_Entry_Popup__c
-!!Show Milestone As Field!!Show_Milestone_As_Field__c
-!!Show ProjectName Assignment Dropdown!!Show_ProjectName_Assignment_Dropdown__c
-!!Show Recall On Timecards!!Show_Recall_On_Timecards__c
-!!Show schedule grid!!Show_schedule_grid__c
-!!Show Schedule Grid Expanded By Default!!Show_Schedule_Grid_Expanded_By_Default__c
-!!Show Schedule Tooltips!!Show_schedule_tooltips__c
-!!Show Travel!!Show_Travel__c
-!!Status/Recall Column Not Fixed!!Status_Recall_Column_Not_Fixed__c
-!!Task Statuses To Hide!!Task_Statuses_To_Hide__c
-!!Task Time Entry Mode!!Task_Time_Entry_Mode__c
-!!Task Time: Filter task dates!!Task_Time_Entry_Date_Filter__c
-!!Task Time: Only show assigned tasks.!!Task_Time_Entry_Assignment_Filter__c
-!!TC Header Row Editable Fieldset Name!!TC_Header_Row_Editable_Fieldset_Name__c
-!!TC Header Row Readonly Fieldset Name!!TC_Header_Row_Readonly_Fieldset_Name__c
-!!TC HeaderRow Left Editable Fieldset Name!!TC_HeaderRow_Left_Editable_Fieldset_Name__c
-!!TC Hour Fields To Copy From Schedule!!TC_Hour_Fields_To_Copy_From_Schedule__c
-!!TC Notes Field Editable Fieldset Name!!TC_Notes_Field_Editable_Fieldset_Name__c
-!!TC Notes Field Readonly Fieldset Name!!TC_Notes_Field_Readonly_Fieldset_Name__c
-!!TC Status To Hide!!TC_Status_To_Hide__c
-!!Top assignment to show count!!Top_assignment_to_show_count__c
-!!Top project to show count!!Top_project_to_show_count__c
-!!Top_assignment_week_load_limit!!Top_assignment_week_load_limit__c
-!!Use assignment id!!Use_assignment_id__c
-!!Weekend Color Code!!Weekend_Color_Code__c
-!!Width px for project assig drop down!!Width_px_for_project_assig_drop_down__c
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