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
Utilization__c
Utilization
-Assignment Batch Size
-Assignment_Batch_Size__c
Assignment_Batch_Size__c
-Batch Deletion Cut-Off Point
-Batch_Deletion_Cutoff__c
Batch_Deletion_Cutoff__c
-Calculate Cross Products
-Calculate_Cross_Products__c
Calculate_Cross_Products__c
-Calculate Held Resource Request Time
-Calculate_Held_Resource_Request_Time__c
Calculate_Held_Resource_Request_Time__c
-Calculate Summary By Role
-Calculate_Summary_By_Role__c
Calculate_Summary_By_Role__c
-Calculate Unheld Resource Request Time
-Calculate_Unheld_Resource_Request_Time__c
Calculate_Unheld_Resource_Request_Time__c
-Custom Filters for Unheld RR Utilization
-CustomFiltersforUnheldRRUtilization__c
CustomFiltersforUnheldRRUtilization__c
-Default Opportunity Probability
-Default_Opportunity_Probability__c
Default_Opportunity_Probability__c
-Deletion Batch Size
-Deletion_Batch_Size__c
Deletion_Batch_Size__c
-Deletion Child Record Batch Size
-Deletion_Child_Record_Batch_Size__c
Deletion_Child_Record_Batch_Size__c
-DEPRECATED: Use Utilization Calculation
-Use_Utilization_Calculation__c
Use_Utilization_Calculation__c
-Disable Legacy Utilization
-Disable_Legacy_Utilization__c
Disable_Legacy_Utilization__c
-Historical UTE Work Cal Start Day
-Historical_UTE_Work_Cal_Start_Day__c
Historical_UTE_Work_Cal_Start_Day__c
-Minimum Opportunity Probability
-Minimum_Opportunity_Probability__c
Minimum_Opportunity_Probability__c
-Resource Batch Size
-Resource_Batch_Size__c
Resource_Batch_Size__c
-Resource Request Batch Size
-Resource_Request_Batch_Size__c
Resource_Request_Batch_Size__c
-Target Utilization Approach
-Target_Utilization_Approach__c
Target_Utilization_Approach__c
-Timecard Batch Size
-Timecard_Batch_Size__c
Timecard_Batch_Size__c
-Timecard Statuses
-Timecard_Statuses__c
Timecard_Statuses__c
-Uncheck Master Based On Type/Parent
-Uncheck_Master_Based_On_Time_Parent__c
Uncheck_Master_Based_On_Time_Parent__c
-Use Start Date and Last Date on Resource
-Use_Last_Date_on_Resource__c
Use_Last_Date_on_Resource__c
-Use Utilization Engine
-Use_Utilization_Engine__c
Use_Utilization_Engine__c
-Use Utilization Engine for Shift Mgmt
-Use_Utilization_Engine_TOD__c
Use_Utilization_Engine_TOD__c
-Utilization Eng Max Range Shift Mgmt
-Utilization_Engine_Max_Range_TOD__c
Utilization_Engine_Max_Range_TOD__c
-Utilization Eng Start Range Shift Mgmt
-Utilization_Engine_Start_Range_TOD__c
Utilization_Engine_Start_Range_TOD__c
-Utilization Engine Batch Size
-Utilization_Engine_Batch_Size__c
Utilization_Engine_Batch_Size__c
-Utilization Engine Max Range
-Utilization_Engine_Max_Range__c
Utilization_Engine_Max_Range__c
-Utilization Engine Start Range
-Utilization_Engine_Start_Range__c
Utilization_Engine_Start_Range__c
Utilization_Calculation__c
Utilization Calculation
+Utilization Calculation Name
+Name
Name
-Batch Id
-Batch_Id__c
Batch_Id__c
-Batch Id Unheld Calc
-Batch_Id_Unheld_Calc__c
Batch_Id_Unheld_Calc__c
-Calculate Historical Utilization
-Calculate_Historical_Utilization__c
Calculate_Historical_Utilization__c
-Calculate Scheduled Utilization
-Calculate_Scheduled_Utilization__c
Calculate_Scheduled_Utilization__c
-Default Opportunity Probability
-Default_Opportunity_Probability__c
Default_Opportunity_Probability__c
-Delete Prior Calculation
-Delete_Prior_Calculation__c
Delete_Prior_Calculation__c
-Deleted Date
-Deleted_Date__c
Deleted_Date__c
-Error Details
-Error_Details__c
Error_Details__c
-Excluded Roles
-Excluded_Roles__c
Excluded_Roles__c
-Group
-Group__c
Group__c
-Historical Utilization Cut-Off Date
-Historical_Utilization_Cut_Off_Date__c
Historical_Utilization_Cut_Off_Date__c
-Historical Utilization End Date
-Historical_Utilization_End_Date__c
Historical_Utilization_End_Date__c
-Historical Utilization Start Date
-Historical_Utilization_Start_Date__c
Historical_Utilization_Start_Date__c
-Include Sublevels
-Include_Sublevels__c
Include_Sublevels__c
-Include Sublevels in Subtotals
-Include_Sublevels_in_Subtotals__c
Include_Sublevels_in_Subtotals__c
-Is Report Master
-Is_Report_Master__c
Is_Report_Master__c
-Minimum Opportunity Probability
-Minimum_Opportunity_Probability__c
Minimum_Opportunity_Probability__c
-Practice
-Practice__c
Practice__c
-Region
-Region__c
Region__c
-Resource
-Resource__c
Resource__c
-Scheduled Utilization End Date
-Scheduled_Utilization_End_Date__c
Scheduled_Utilization_End_Date__c
-Scheduled Utilization Start Date
-Scheduled_Utilization_Start_Date__c
Scheduled_Utilization_Start_Date__c
-Status
-Status__c
Status__c
-Subtotal by Group
-Subtotal_by_Group__c
Subtotal_by_Group__c
-Subtotal by Practice
-Subtotal_by_Practice__c
Subtotal_by_Practice__c
-Subtotal by Region
-Subtotal_by_Region__c
Subtotal_by_Region__c
-Time Period
-Time_Period__c
Time_Period__c
-Time Period Types
-Time_Period_Types__c
Time_Period_Types__c
-Type
-Type__c
Type__c
+ Calculate_Utilization()
Time_Period__c
Time Period
Utilization_Calculation__c->Time_Period__c
Contact
Contact
Utilization_Calculation__c->Contact
Utilization_Detail__c
Utilization Detail
+Utilization Detail Id
+Name
Name
-Group
-Group__c
Group__c
-Historical Billable Hours
-Historical_Billable_Hours__c
Historical_Billable_Hours__c
-Historical Calendar Hours
-Historical_Calendar_Hours__c
Historical_Calendar_Hours__c
-Historical Credited Hours
-Historical_Credited_Hours__c
Historical_Credited_Hours__c
-Historical End Date
-Historical_End_Date__c
Historical_End_Date__c
-Historical Excluded Hours
-Historical_Excluded_Hours__c
Historical_Excluded_Hours__c
-Historical Non-Billable Hours
-Historical_Non_Billable_Hours__c
Historical_Non_Billable_Hours__c
-Historical Scheduled Billable Hours
-Hist_Sch_Billable_Hours__c
Hist_Sch_Billable_Hours__c
-Historical Scheduled Credited Hours
-Hist_Sch_Credited_Hours__c
Hist_Sch_Credited_Hours__c
-Historical Scheduled Excluded Hours
-Hist_Sch_Excluded_Hours__c
Hist_Sch_Excluded_Hours__c
-Historical Scheduled Held Hours
-Hist_Sch_Held_Hours__c
Hist_Sch_Held_Hours__c
-Historical Scheduled Non-Billable Hours
-Hist_Sch_Non_Billable_Hours__c
Hist_Sch_Non_Billable_Hours__c
-Historical Start Date
-Historical_Start_Date__c
Historical_Start_Date__c
#Historical Utilization
#Historical_Utilization__c
Historical_Utilization__c
#Historical Utilization (Billable Only)
#Historical_Utilization_Billable_Only__c
Historical_Utilization_Billable_Only__c
#Historical Utilization Target
#Historical_Utilization_Target__c
Historical_Utilization_Target__c
#Historical Utilization Target Attainment
#Historical_Utilization_Target_Attainment__c
Historical_Utilization_Target_Attainment__c
-Historical Utilization Target Hours
-Historical_Utilization_Target_Hours__c
Historical_Utilization_Target_Hours__c
#Is Report Master
#Is_Report_Master__c
Is_Report_Master__c
-Practice
-Practice__c
Practice__c
-Region
-Region__c
Region__c
-Resource
-Resource__c
Resource__c
-Scheduled Billable Hours
-Scheduled_Billable_Hours__c
Scheduled_Billable_Hours__c
-Scheduled Calendar Hours
-Scheduled_Calendar_Hours__c
Scheduled_Calendar_Hours__c
-Scheduled Credited Hours
-Scheduled_Credited_Hours__c
Scheduled_Credited_Hours__c
-Scheduled End Date
-Scheduled_End_Date__c
Scheduled_End_Date__c
-Scheduled Excluded Hours
-Scheduled_Excluded_Hours__c
Scheduled_Excluded_Hours__c
-Scheduled Held Hours
-Scheduled_Held_Hours__c
Scheduled_Held_Hours__c
-Scheduled Non-Billable Hours
-Scheduled_Non_Billable_Hours__c
Scheduled_Non_Billable_Hours__c
-Scheduled Start Date
-Scheduled_Start_Date__c
Scheduled_Start_Date__c
#Scheduled Utilization
#Scheduled_Utilization__c
Scheduled_Utilization__c
#Scheduled Utilization (Billable Only)
#Scheduled_Utilization_Billable_Only__c
Scheduled_Utilization_Billable_Only__c
#Scheduled Utilization Target
#Scheduled_Utilization_Target__c
Scheduled_Utilization_Target__c
#Scheduled Utilization Target Attainment
#Scheduled_Utilization_Target_Attainment__c
Scheduled_Utilization_Target_Attainment__c
-Scheduled Utilization Target Hours
-Scheduled_Utilization_Target_Hours__c
Scheduled_Utilization_Target_Hours__c
-Template Key
-Template_Key__c
Template_Key__c
-Time Period
-Time_Period__c
Time_Period__c
-Time Period Type
-Time_Period_Type__c
Time_Period_Type__c
#Total Utilization
#Total_Utilization__c
Total_Utilization__c
#Total Utilization (Billable Only)
#Total_Utilization_Billable_Only__c
Total_Utilization_Billable_Only__c
-Type
-Type__c
Type__c
-Utilization Calculation
-Utilization_Calculation__c
Utilization_Calculation__c
#Utilization Target
#Utilization_Target__c
Utilization_Target__c
#Utilization Target Attainment
#Utilization_Target_Attainment__c
Utilization_Target_Attainment__c
-Utilization Target Hours
-Utilization_Target_Hours__c
Utilization_Target_Hours__c
Utilization_Detail__c->Utilization_Calculation__c
Utilization_Detail__c->Time_Period__c
Utilization_Detail__c->Contact
Utilization_Engine__c
Utilization Engine
+Utilization Engine Name
+Name
Name
--1-31
-data_1_1__c
data_1_1__c
-Month 1-12
-data_1__c
data_1__c
-month 1-14 day total
-data_month_1_14ds__c
data_month_1_14ds__c
-month 1-21 day total
-data_month_1_21ds__c
data_month_1_21ds__c
-month 1-28 day total
-data_month_1_28ds__c
data_month_1_28ds__c
-month 1-7 day total
-data_month_1_7ds__c
data_month_1_7ds__c
-month 10-14 day total
-data_month_10_14ds__c
data_month_10_14ds__c
-month 10-21 day total
-data_month_10_21ds__c
data_month_10_21ds__c
-month 10-28 day total
-data_month_10_28ds__c
data_month_10_28ds__c
-month 10-7 day total
-data_month_10_7ds__c
data_month_10_7ds__c
-month 11-14 day total
-data_month_11_14ds__c
data_month_11_14ds__c
-month 11-21 day total
-data_month_11_21ds__c
data_month_11_21ds__c
-month 11-28 day total
-data_month_11_28ds__c
data_month_11_28ds__c
-month 11-7 day total
-data_month_11_7ds__c
data_month_11_7ds__c
-month 12-14 day total
-data_month_12_14ds__c
data_month_12_14ds__c
-month 12-21 day total
-data_month_12_21ds__c
data_month_12_21ds__c
-month 12-28 day total
-data_month_12_28ds__c
data_month_12_28ds__c
-month 12-7 day total
-data_month_12_7ds__c
data_month_12_7ds__c
-month 2-14 day total
-data_month_2_14ds__c
data_month_2_14ds__c
-month 2-21 day total
-data_month_2_21ds__c
data_month_2_21ds__c
-month 2-28 day total
-data_month_2_28ds__c
data_month_2_28ds__c
-month 2-7 day total
-data_month_2_7ds__c
data_month_2_7ds__c
-month 3-14 day total
-data_month_3_14ds__c
data_month_3_14ds__c
-month 3-21 day total
-data_month_3_21ds__c
data_month_3_21ds__c
-month 3-28 day total
-data_month_3_28ds__c
data_month_3_28ds__c
-month 3-7 day total
-data_month_3_7ds__c
data_month_3_7ds__c
-month 4-14 day total
-data_month_4_14ds__c
data_month_4_14ds__c
-month 4-21 day total
-data_month_4_21ds__c
data_month_4_21ds__c
-month 4-28 day total
-data_month_4_28ds__c
data_month_4_28ds__c
-month 4-7 day total
-data_month_4_7ds__c
data_month_4_7ds__c
-month 5-14 day total
-data_month_5_14ds__c
data_month_5_14ds__c
-month 5-21 day total
-data_month_5_21ds__c
data_month_5_21ds__c
-month 5-28 day total
-data_month_5_28ds__c
data_month_5_28ds__c
-month 5-7 day total
-data_month_5_7ds__c
data_month_5_7ds__c
-month 6-14 day total
-data_month_6_14ds__c
data_month_6_14ds__c
-month 6-21 day total
-data_month_6_21ds__c
data_month_6_21ds__c
-month 6-28 day total
-data_month_6_28ds__c
data_month_6_28ds__c
-month 6-7 day total
-data_month_6_7ds__c
data_month_6_7ds__c
-month 7-14 day total
-data_month_7_14ds__c
data_month_7_14ds__c
-month 7-21 day total
-data_month_7_21ds__c
data_month_7_21ds__c
-month 7-28 day total
-data_month_7_28ds__c
data_month_7_28ds__c
-month 7-7 day total
-data_month_7_7ds__c
data_month_7_7ds__c
-month 8-14 day total
-data_month_8_14ds__c
data_month_8_14ds__c
-month 8-21 day total
-data_month_8_21ds__c
data_month_8_21ds__c
-month 8-28 day total
-data_month_8_28ds__c
data_month_8_28ds__c
-month 8-7 day total
-data_month_8_7ds__c
data_month_8_7ds__c
-month 9-14 day total
-data_month_9_14ds__c
data_month_9_14ds__c
-month 9-21 day total
-data_month_9_21ds__c
data_month_9_21ds__c
-month 9-28 day total
-data_month_9_28ds__c
data_month_9_28ds__c
-month 9-7 day total
-data_month_9_7ds__c
data_month_9_7ds__c
-Period
-Period__c
Period__c
-Resource
-Resource__c
Resource__c
-Type
-Type__c
Type__c
-Year
-data__c
data__c
Utilization_Engine__c->Contact
Utilization_Summary__c
Utilization Summary
+Utilization Summary Name
+Name
Name
-Actual Billable Hours
-Actual_Billable_Hours__c
Actual_Billable_Hours__c
-Actual Credited Hours
-Actual_Credited_Hours__c
Actual_Credited_Hours__c
-Actual Excluded Hours
-Actual_Excluded_Hours__c
Actual_Excluded_Hours__c
-Actual Non-Billable Hours
-Actual_Non_Billable_Hours__c
Actual_Non_Billable_Hours__c
-Assigned Billable Hours
-Assigned_Billable_Hours__c
Assigned_Billable_Hours__c
-Assigned Credited Hours
-Assigned_Credited_Hours__c
Assigned_Credited_Hours__c
-Assigned Excluded Hours
-Assigned_Excluded_Hours__c
Assigned_Excluded_Hours__c
-Assigned Non-Billable Hours
-Assigned_Non_Billable_Hours__c
Assigned_Non_Billable_Hours__c
-Calendar Hours
-Calendar_Hours__c
Calendar_Hours__c
-Group
-Group__c
Group__c
-Held Hours
-Held_Hours__c
Held_Hours__c
-Held Hours Opp Pct Weighted
-Held_Hours_Opp_Pct_Weighted__c
Held_Hours_Opp_Pct_Weighted__c
-Practice
-Practice__c
Practice__c
-Region
-Region__c
Region__c
#Remaining Capacity
#Remaining_Capacity__c
Remaining_Capacity__c
-Resource Role
-Resource_Role__c
Resource_Role__c
-Target Hours
-Target_Hours__c
Target_Hours__c
-Template Key
-Template_Key__c
Template_Key__c
-Time Period
-Time_Period__c
Time_Period__c
#Total Hours
#Total_Hours__c
Total_Hours__c
#Total Hours Opp Pct Weighted
#Total_Hours_Opp_Pct_Weighted__c
Total_Hours_Opp_Pct_Weighted__c
-Type
-Type__c
Type__c
-Unheld Hours
-Unheld_Hours__c
Unheld_Hours__c
-Unheld Hours Opp Pct Weighted
-Unheld_Hours_Opp_Pct_Weighted__c
Unheld_Hours_Opp_Pct_Weighted__c
-Utilization Calculation
-Utilization_Calculation__c
Utilization_Calculation__c
Utilization_Summary__c->Utilization_Calculation__c
Utilization_Summary__c->Time_Period__c
Contact->Time_Period__c
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