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