Professional Services Automation Object Model Diagrams
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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 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
Billing_Event__c
Billing Event
+!!Name!!Name
-!!Approved!!Is_Approved__c
-!!Approver!!Approver__c
-!!Auto-Generated Due to Billing Cap!!Auto_Generated_Due_To_Billing_Cap__c
-!!Billing Contact!!Billing_Contact__c
-!!Billing Event Batch!!Billing_Event_Batch__c
-!!Billing Event Calculation!!Billing_Event_Calculation__c
#!!Budget Remaining!!Budget_Remaining__c
-!!Customer Reference!!Customer_Reference__c
-!!Date!!Date__c
-!!Event Key!!Event_Key__c
-!!Invoice Date!!Invoice_Date__c
-!!Invoice Number!!Invoice_Number__c
-!!Invoiced!!Invoiced__c
-!!Project!!Project__c
-!!Released!!Is_Released__c
-!!Rounded Summary Amount!!Rounded_Summary_Amount__c
-!!Skip Sync Check!!Skip_Sync_Check__c
-!!Status!!Status__c
-!!Summary Amount!!Summary_Amount__c
+ ClearBillingData()
+ Invoice_Detail()
+ Recalc_Detail()
+ Create_Billing_Documents()
+ Release_Detail()
+ Create_Billing_Document()
+ Clear_Billing_Data()
+ Recalc()
+ Release()
+ Invoice()
Billing_Event_Batch__c
Billing Event Batch
+!!Name!!Name
-!!Account!!Account__c
-!!Batch Key!!Batch_Key__c
-!!Billing Event Calculation!!Billing_Event_Calculation__c
-!!Group!!Group__c
-!!Practice!!Practice__c
-!!Region!!Region__c
-!!Released!!Is_Released__c
-!!Summary Amount!!Summary_Amount__c
-!!Time Period!!Time_Period__c
+ Release()
Billing_Event__c->Billing_Event_Batch__c
Billing_Event_Calculation__c
Billing Event Calculation
Billing_Event__c->Billing_Event_Calculation__c
Billing_Event_Batch__c->Billing_Event_Calculation__c
Billing_Event_Item__c
Billing Event Item
+!!Name!!Name
-!!Allocated Budget!!Allocated_Budget__c
-!!Amount!!Amount__c
-!!Billing Event!!Billing_Event__c
-!!Billing Event Batch!!Billing_Event_Batch__c
-!!Billing Event Calculation!!Billing_Event_Calculation__c
-!!Budget!!Budget__c
-!!Category!!Category__c
-!!Customer Reference!!Customer_Reference__c
-!!Date!!Date__c
-!!Description!!Description__c
-!!Expense!!Expense__c
#!!Invoiced!!Invoiced__c
-!!Milestone!!Milestone__c
-!!Miscellaneous Adjustment!!Miscellaneous_Adjustment__c
-!!Object Id!!Object_Id__c
-!!Product or Service!!ProductService__c
-!!Project!!Project__c
-!!Quantity!!Quantity__c
#!!Released!!Is_Released__c
-!!Rounded Amount!!Rounded_Amount__c
-!!Subcategory!!Subcategory__c
#!!Summary!!Summary__c
-!!Timecard Split!!Timecard_Split__c
-!!Unit Price!!Unit_Price__c
+ ClearBillingData()
+ Clear_Billing_Data()
Billing_Event_Item__c->Billing_Event__c
Billing_Event_Item__c->Billing_Event_Batch__c
Billing_Event_Item__c->Billing_Event_Calculation__c
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