Professional Services Automation Object Model Diagrams
Home
Objects
Assignment and Milestone
Backlog
Billing Batch
Billing Event Items
Billing Events
Budget Allocation
Budgets
Calendar Events
Enhanced Forecasting Setup
Enhanced Services Forecasting
Expenses
Experiences
Groups
Permission Controls
Planner Filters
Practices
Project Tasks
Project Versions
Projects
Regions
Resource (Contact)
Resource Actuals
Resource Requests
Revenue Recognition Forecast Versioning
Risks and Issues
Schedule and Rate Card
Services Credits
Services Forecasting
SF Objects
Shortlists
Skills
Teams
Time and Calendar
Time Variance
Timecard and Assignment Settings
Timecard API
Timecards
Timer
Transactions
Utilization
Utilization Analytics
Vendor Invoices
G
Assignment__c
Assignment
+Assignment Name
+Name
Name
-Action: Refresh EVA Hours From Timecards
-Action_Refresh_EVA_Hours_From_Timecards__c
Action_Refresh_EVA_Hours_From_Timecards__c
-Action: Refresh Expense Roll-Ups
-Action_Refresh_Expense_Rollups__c
Action_Refresh_Expense_Rollups__c
-Action: Refresh Hours From Schedule
-Action_Refresh_Hours_From_Schedule__c
Action_Refresh_Hours_From_Schedule__c
-Action: Refresh Timecard Roll-Ups
-Action_Refresh_Timecard_Rollups__c
Action_Refresh_Timecard_Rollups__c
-Action: Sync with External Calendar
-Action_Sync_With_External_Calendar__c
Action_Sync_With_External_Calendar__c
-API Assignment Correlation ID
-API_Assignment_Correlation_Id__c
API_Assignment_Correlation_Id__c
-Assignment Daily Notes
-Assignment_Daily_Notes__c
Assignment_Daily_Notes__c
-Assignment Daily Notes Last Updated
-Assignment_Daily_Notes_Last_Updated__c
Assignment_Daily_Notes_Last_Updated__c
-Assignment Number
-Assignment_Number__c
Assignment_Number__c
#Average Cost Rate
#Average_Cost_Rate__c
Average_Cost_Rate__c
-Average Cost Rate Currency Code
-Average_Cost_Rate_Currency_Code__c
Average_Cost_Rate_Currency_Code__c
-Average Cost Rate Number
-Average_Cost_Rate_Number__c
Average_Cost_Rate_Number__c
-Batch Sequence
-Batch_Sequence__c
Batch_Sequence__c
#Batch Sequence Number
#Batch_Sequence_Number__c
Batch_Sequence_Number__c
-Bill Rate
-Bill_Rate__c
Bill_Rate__c
-Bill Rate is Daily Rate
-Daily_Bill_Rate__c
Daily_Bill_Rate__c
-Billable
-Is_Billable__c
Is_Billable__c
-Billable Amount In Financials
-Billable_Amount_In_Financials__c
Billable_Amount_In_Financials__c
-Billable Amount Submitted
-Billable_Amount_Submitted__c
Billable_Amount_Submitted__c
-Billable Days In Financials
-Billable_Days_In_Financials__c
Billable_Days_In_Financials__c
-Billable Days Submitted
-Billable_Days_Submitted__c
Billable_Days_Submitted__c
-Billable Expenses In Financials
-Billable_Expenses_In_Financials__c
Billable_Expenses_In_Financials__c
-Billable Expenses Submitted
-Billable_Expenses_Submitted__c
Billable_Expenses_Submitted__c
-Billable Hours In Financials
-Billable_Hours_In_Financials__c
Billable_Hours_In_Financials__c
-Billable Hours Submitted
-Billable_Hours_Submitted__c
Billable_Hours_Submitted__c
-Budget Allocation
-Budget_Allocation__c
Budget_Allocation__c
-Closed for Expense Entry
-Closed_for_Expense_Entry__c
Closed_for_Expense_Entry__c
-Closed for Time Entry
-Closed_for_Time_Entry__c
Closed_for_Time_Entry__c
#Cost Rate
#Cost_Rate__c
Cost_Rate__c
-Cost Rate Amount
-Cost_Rate_Amount__c
Cost_Rate_Amount__c
-Cost Rate Currency Code
-Cost_Rate_Currency_Code__c
Cost_Rate_Currency_Code__c
-Cost Rate is Daily Rate
-Daily_Cost_Rate__c
Daily_Cost_Rate__c
-Daily Timecard Notes Required
-Daily_Timecard_Notes_Required__c
Daily_Timecard_Notes_Required__c
-DEPRECATED: Utilization Run
-Utilization_Run__c
Utilization_Run__c
-Description
-Description__c
Description__c
-Eligible for Schedule Recalculation
-Eligible_for_Schedule_Recalculation__c
Eligible_for_Schedule_Recalculation__c
#End Date
#End_Date__c
End_Date__c
-Estimated Time To Completion
-Estimated_Time_To_Completion__c
Estimated_Time_To_Completion__c
-Exclude from Billing
-Exclude_from_Billing__c
Exclude_from_Billing__c
-Exclude from EVA Calculation
-Exclude_From_EVA_Calculation__c
Exclude_From_EVA_Calculation__c
-Exclude from External Calendar Sync
-Exclude_From_External_Calendar_Sync__c
Exclude_From_External_Calendar_Sync__c
-Exclude from Planners
-Exclude_from_Planners__c
Exclude_from_Planners__c
-Exclude from Timecard Expense Rollups
-Exclude_From_Tc_Exp_Rollups__c
Exclude_From_Tc_Exp_Rollups__c
-Exclude from Utilization
-Exclude_From_Utilization__c
Exclude_From_Utilization__c
-Foundations Absence Correlation
-ERP_Absence_Correlation_Id__c
ERP_Absence_Correlation_Id__c
-Hours to Days Rule
-Hours_to_Days_Rule__c
Hours_to_Days_Rule__c
-Location
-Location__c
Location__c
-Milestone
-Milestone__c
Milestone__c
-Nickname
-Nick_Name__c
Nick_Name__c
-Non-Billable Days In Financials
-Non_Billable_Days_In_Financials__c
Non_Billable_Days_In_Financials__c
-Non-Billable Days Submitted
-Non_Billable_Days_Submitted__c
Non_Billable_Days_Submitted__c
-Non-Billable Expenses In Financials
-Non_Billable_Expenses_In_Financials__c
Non_Billable_Expenses_In_Financials__c
-Non-Billable Expenses Submitted
-Non_Billable_Expenses_Submitted__c
Non_Billable_Expenses_Submitted__c
-Non-Billable Hours In Financials
-Non_Billable_Hours_In_Financials__c
Non_Billable_Hours_In_Financials__c
-Non-Billable Hours Submitted
-Non_Billable_Hours_Submitted__c
Non_Billable_Hours_Submitted__c
-Override Expense Group
-Override_Expense_Group__c
Override_Expense_Group__c
-Override Expense Practice
-Override_Expense_Practice__c
Override_Expense_Practice__c
-Override Expense Region
-Override_Expense_Region__c
Override_Expense_Region__c
-Override RPG Audit Notes
-Override_RPG_Audit_Notes__c
Override_RPG_Audit_Notes__c
-Override RPG Enabled
-Override_RPG_Enabled__c
Override_RPG_Enabled__c
-Override Timecard Cost Group
-Override_Timecard_Cost_Group__c
Override_Timecard_Cost_Group__c
-Override Timecard Cost Practice
-Override_Timecard_Cost_Practice__c
Override_Timecard_Cost_Practice__c
-Override Timecard Cost Region
-Override_Timecard_Cost_Region__c
Override_Timecard_Cost_Region__c
-Override Timecard Revenue Group
-Override_Timecard_Revenue_Group__c
Override_Timecard_Revenue_Group__c
-Override Timecard Revenue Practice
-Override_Timecard_Revenue_Practice__c
Override_Timecard_Revenue_Practice__c
-Override Timecard Revenue Region
-Override_Timecard_Revenue_Region__c
Override_Timecard_Revenue_Region__c
-Percent Allocated
-Percent_Allocated__c
Percent_Allocated__c
-Planned Bill Rate
-Planned_Bill_Rate__c
Planned_Bill_Rate__c
-Planned Hours
-Planned_Hours__c
Planned_Hours__c
#Planned Revenue (Hours)
#Planned_Revenue__c
Planned_Revenue__c
-Project
-Project__c
Project__c
-Project Task Hours
-Project_Task_Hours__c
Project_Task_Hours__c
-Projected Revenue
-Projected_Revenue__c
Projected_Revenue__c
-Rate Card
-Rate_Card__c
Rate_Card__c
-Recalculate Project Monitor Fields
-Recalculate_Project_Monitor_Fields__c
Recalculate_Project_Monitor_Fields__c
-Resource
-Resource__c
Resource__c
-Resource Cost Rate Date
-Resource_Cost_Rate_Date__c
Resource_Cost_Rate_Date__c
-Resource Request
-Resource_Request__c
Resource_Request__c
-Role
-Role__c
Role__c
-Schedule
-Schedule__c
Schedule__c
-Schedule Updated
-Schedule_Updated__c
Schedule_Updated__c
#Scheduled Days
#Scheduled_Days__c
Scheduled_Days__c
#Scheduled Hours
#Scheduled_Hours__c
Scheduled_Hours__c
#Send to Third-Party Expenses Application
#Send_to_Third_Party_Expenses_Application__c
Send_to_Third_Party_Expenses_Application__c
-Show Assignment Methodologies Only
-Show_Assignment_Methodologies_Only__c
Show_Assignment_Methodologies_Only__c
-Show Assignment Milestones Only
-Show_Assignment_Milestones_Only__c
Show_Assignment_Milestones_Only__c
-Show Assignment Phases Only
-Show_Assignment_Phases_Only__c
Show_Assignment_Phases_Only__c
-Source
-Source__c
Source__c
-Source Assignment
-Source_Assignment__c
Source_Assignment__c
#Start Date
#Start_Date__c
Start_Date__c
-Status
-Status__c
Status__c
#Suggested Bill Rate
#Suggested_Bill_Rate__c
Suggested_Bill_Rate__c
-Suggested Bill Rate Currency Code
-Suggested_Bill_Rate_Currency_Code__c
Suggested_Bill_Rate_Currency_Code__c
-Suggested Bill Rate Number
-Suggested_Bill_Rate_Number__c
Suggested_Bill_Rate_Number__c
-Team Member Swap Date
-Team_Member_Swap_Date__c
Team_Member_Swap_Date__c
-Team Member Swapped Out
-Team_Member_Swapped_Out__c
Team_Member_Swapped_Out__c
-Team Schedule Slot
-Team_Schedule_Slot__c
Team_Schedule_Slot__c
-Team Schedule Slot Key
-Team_Schedule_Slot_Key__c
Team_Schedule_Slot_Key__c
-Third-Party Expenses App Correlation ID
-Third_Party_Expenses_App_Correlation_ID__c
Third_Party_Expenses_App_Correlation_ID__c
-Time Credited
-Time_Credited__c
Time_Credited__c
-Time Excluded
-Time_Excluded__c
Time_Excluded__c
-Timecard External Costs In Financials
-Timecard_External_Costs_In_Financials__c
Timecard_External_Costs_In_Financials__c
-Timecard External Costs Submitted
-Timecard_External_Costs_Submitted__c
Timecard_External_Costs_Submitted__c
-Timecard Internal Costs In Financials
-Timecard_Internal_Costs_In_Financials__c
Timecard_Internal_Costs_In_Financials__c
-Timecard Internal Costs Submitted
-Timecard_Internal_Costs_Submitted__c
Timecard_Internal_Costs_Submitted__c
-Use for Syncing Time from Jira
-Default_Assignment_to_Sync_Jira_Worklog__c
Default_Assignment_to_Sync_Jira_Worklog__c
-Use Project Currency For Resource Cost
-Use_Project_Currency_For_Resource_Cost__c
Use_Project_Currency_For_Resource_Cost__c
-Use Resource Currency For Resource Cost
-Use_Resource_Currency_For_Resource_Cost__c
Use_Resource_Currency_For_Resource_Cost__c
-Use Resource Default Cost Rate
-Use_Resource_Default_Cost_Rate__c
Use_Resource_Default_Cost_Rate__c
-Use Resource Default Cost Rate as Daily
-Use_Resource_Default_Cost_Rate_as_Daily__c
Use_Resource_Default_Cost_Rate_as_Daily__c
+ Assign_Resource()
+ Reschedule_Assignments()
+ Zero_Schedule()
+ Close_Assignment()
+ Link_to_Milestones()
+ Close_Assignments()
+ Link_To_Phases()
+ Assign_Multiple_Projects()
+ Assign_Multiple_Milestones_to_Assignments()
+ Edit_Schedule()
+ Assign_Multiple_Resources()
+ Link_To_Methodologies()
Milestone__c
Milestone
+Milestone Name
+Name
Name
-% Hours Completed for Recognition
-Percent_Hours_Completed_For_Recognition__c
Percent_Hours_Completed_For_Recognition__c
-Action: Refresh Expense Roll-Ups
-Action_Refresh_Expense_Rollups__c
Action_Refresh_Expense_Rollups__c
-Action: Refresh Timecard Roll-Ups
-Action_Refresh_Timecard_Rollups__c
Action_Refresh_Timecard_Rollups__c
-Actual Date
-Actual_Date__c
Actual_Date__c
-Admin Global Edit
-Admin_Global_Edit__c
Admin_Global_Edit__c
-Apply Default Bill Rate to Timecard
-Apply_Default_Bill_Rate_to_Timecard__c
Apply_Default_Bill_Rate_to_Timecard__c
-Approved
-Approved__c
Approved__c
-Approved for Billing
-Approved_for_Billing__c
Approved_for_Billing__c
-Approved for Vendor Payment
-Approved_for_Vendor_Payment__c
Approved_for_Vendor_Payment__c
-Approver
-Approver__c
Approver__c
-Audit Notes
-Audit_Notes__c
Audit_Notes__c
-Bill Date
-Bill_Date__c
Bill_Date__c
-Bill Transaction
-Bill_Transaction__c
Bill_Transaction__c
-Billable Amount In Financials
-Billable_Amount_In_Financials__c
Billable_Amount_In_Financials__c
-Billable Amount Submitted
-Billable_Amount_Submitted__c
Billable_Amount_Submitted__c
-Billable Days In Financials
-Billable_Days_In_Financials__c
Billable_Days_In_Financials__c
-Billable Days Submitted
-Billable_Days_Submitted__c
Billable_Days_Submitted__c
-Billable Expenses In Financials
-Billable_Expenses_In_Financials__c
Billable_Expenses_In_Financials__c
-Billable Expenses Submitted
-Billable_Expenses_Submitted__c
Billable_Expenses_Submitted__c
-Billable Hours In Financials
-Billable_Hours_In_Financials__c
Billable_Hours_In_Financials__c
-Billable Hours Submitted
-Billable_Hours_Submitted__c
Billable_Hours_Submitted__c
-Billed
-Billed__c
Billed__c
#Billing Event
#Billing_Event__c
Billing_Event__c
#Billing Event Invoiced
#Billing_Event_Invoiced__c
Billing_Event_Invoiced__c
-Billing Event Item
-Billing_Event_Item__c
Billing_Event_Item__c
#Billing Event Released
#Billing_Event_Released__c
Billing_Event_Released__c
#Billing Event Status
#Billing_Event_Status__c
Billing_Event_Status__c
-Billing Hold
-Billing_Hold__c
Billing_Hold__c
-Budget Allocation
-Budget_Allocation__c
Budget_Allocation__c
-Closed for Expense Entry
-Closed_for_Expense_Entry__c
Closed_for_Expense_Entry__c
-Closed for Time Entry
-Closed_for_Time_Entry__c
Closed_for_Time_Entry__c
-Cost Transaction
-Cost_Transaction__c
Cost_Transaction__c
-Default Bill Rate
-Default_Bill_Rate__c
Default_Bill_Rate__c
-Default Bill Rate is Daily Rate
-Default_Bill_Rate_is_Daily_Rate__c
Default_Bill_Rate_is_Daily_Rate__c
-Description
-Description__c
Description__c
-Disable Project Task Hours Roll Up
-Disable_Project_Task_Hours_Roll_Up__c
Disable_Project_Task_Hours_Roll_Up__c
#Eligible for Billing
#Eligible_for_Billing__c
Eligible_for_Billing__c
-Estimated Time To Completion
-Estimated_Time_To_Completion__c
Estimated_Time_To_Completion__c
-Exclude from Billing
-Exclude_from_Billing__c
Exclude_from_Billing__c
-Exclude from Timecard Expense Rollups
-Exclude_From_Tc_Exp_Rollups__c
Exclude_From_Tc_Exp_Rollups__c
-Include In Financials
-Include_In_Financials__c
Include_In_Financials__c
-Invoice Date
-Invoice_Date__c
Invoice_Date__c
-Invoice Number
-Invoice_Number__c
Invoice_Number__c
-Invoice Transaction
-Invoice_Transaction__c
Invoice_Transaction__c
-Invoiced
-Invoiced__c
Invoiced__c
-Log Milestone Cost As External
-Log_Milestone_Cost_As_External__c
Log_Milestone_Cost_As_External__c
-Milestone Amount
-Milestone_Amount__c
Milestone_Amount__c
-Milestone Cost
-Milestone_Cost__c
Milestone_Cost__c
-Non-Billable Days In Financials
-Non_Billable_Days_In_Financials__c
Non_Billable_Days_In_Financials__c
-Non-Billable Days Submitted
-Non_Billable_Days_Submitted__c
Non_Billable_Days_Submitted__c
-Non-Billable Expenses In Financials
-Non_Billable_Expenses_In_Financials__c
Non_Billable_Expenses_In_Financials__c
-Non-Billable Expenses Submitted
-Non_Billable_Expenses_Submitted__c
Non_Billable_Expenses_Submitted__c
-Non-Billable Hours In Financials
-Non_Billable_Hours_In_Financials__c
Non_Billable_Hours_In_Financials__c
-Non-Billable Hours Submitted
-Non_Billable_Hours_Submitted__c
Non_Billable_Hours_Submitted__c
-Opportunity Product
-Opportunity_Product__c
Opportunity_Product__c
-Override Project Group
-Override_Project_Group__c
Override_Project_Group__c
#Override Project Group Currency Code
#Override_Project_Group_Currency_Code__c
Override_Project_Group_Currency_Code__c
-Override Project Practice
-Override_Project_Practice__c
Override_Project_Practice__c
#Override Project Practice Currency Code
#Override_Project_Practice_Currency_Code__c
Override_Project_Practice_Currency_Code__c
-Override Project Region
-Override_Project_Region__c
Override_Project_Region__c
#Override Project Region Currency Code
#Override_Project_Region_Currency_Code__c
Override_Project_Region_Currency_Code__c
-Planned Hours
-Planned_Hours__c
Planned_Hours__c
-Project
-Project__c
Project__c
-Project Currency Exchange Rate
-Project_Currency_Exchange_Rate__c
Project_Currency_Exchange_Rate__c
-Project Task Hours
-Project_Task_Hours__c
Project_Task_Hours__c
-Recognition Method
-Recognition_Method__c
Recognition_Method__c
-Requires Customer Sign-off
-Requires_Customer_Sign_off__c
Requires_Customer_Sign_off__c
-Services Credits
-Services_Credits__c
Services_Credits__c
-Services Credits Allocation
-Services_Credits_Allocation__c
Services_Credits_Allocation__c
-Source Milestone
-Source_Milestone__c
Source_Milestone__c
-Start Date
-Start_Date__c
Start_Date__c
-Status
-Status__c
Status__c
-Target Date
-Target_Date__c
Target_Date__c
-Timecard External Costs In Financials
-Timecard_External_Costs_In_Financials__c
Timecard_External_Costs_In_Financials__c
-Timecard External Costs Submitted
-Timecard_External_Costs_Submitted__c
Timecard_External_Costs_Submitted__c
-Timecard Internal Costs In Financials
-Timecard_Internal_Costs_In_Financials__c
Timecard_Internal_Costs_In_Financials__c
-Timecard Internal Costs Submitted
-Timecard_Internal_Costs_Submitted__c
Timecard_Internal_Costs_Submitted__c
-Total Completed Points from Tasks
-Total_Completed_Points_from_Tasks__c
Total_Completed_Points_from_Tasks__c
-Total Number of Completed Tasks
-Total_Number_of_Completed_Tasks__c
Total_Number_of_Completed_Tasks__c
-Total Number of Tasks
-Total_Number_of_Tasks__c
Total_Number_of_Tasks__c
-Total Points from Tasks
-Total_Points_from_Tasks__c
Total_Points_from_Tasks__c
-Transaction
-Transaction__c
Transaction__c
-Vendor Account
-Vendor_Account__c
Vendor_Account__c
-Vendor Invoice Item
-Vendor_Invoice_Item__c
Vendor_Invoice_Item__c
+ Link_to_Assignments()
+ Clear_Billing_Data()
Assignment__c->Milestone__c
Budget_Allocation__c
Budget Allocation
Assignment__c->Budget_Allocation__c
Proj__c
Project
Assignment__c->Proj__c
Milestone__c->Budget_Allocation__c
Milestone__c->Proj__c
Assignment_Milestone__c
Assignment Milestone
+Name
+Name
Name
-Assignment
-Assignment__c
Assignment__c
-Milestone
-Milestone__c
Milestone__c
#Resource Id
#Resource_Id__c
Resource_Id__c
+ New_Milestone_Assignment()
+ New_Assignment_Milestone()
Assignment_Milestone__c->Assignment__c
Assignment_Milestone__c->Milestone__c
Assignment_Daily_Note__c
Assignment Daily Note
+Assignment Daily Note Number
+Name
Name
-Assignment
-Assignment__c
Assignment__c
-Date
-Date__c
Date__c
#LastModifiedByUsername
#LastModifiedByUsername__c
LastModifiedByUsername__c
-Note
-Note__c
Note__c
#Project
#Project__c
Project__c
#Resource
#Resource__c
Resource__c
Assignment_Daily_Note__c->Assignment__c
Budget_Allocation__c->Proj__c
© Copyright 2009–2025 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.