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
Budget__c
Budget
+!!Budget Name!!Name
-!!Account!!Account__c
-!!Admin Global Edit!!Admin_Global_Edit__c
-!!Amount!!Amount__c
-!!Amount Consumed!!Amount_Consumed__c
-!!Amount Consumed Alert Threshold 1-2!!Amount_Consumed_Alert_Threshold_1__c
-!!Amount Consumed by Expenses!!Amount_Consumed_by_Expenses__c
-!!Amount Consumed by Milestone Fees!!Amount_Consumed_by_Milestones__c
-!!Amount Consumed by Misc Adjustments!!Amount_Consumed_by_Misc_Adjustments__c
-!!Amount Consumed by Timecard Splits!!Amount_Consumed_by_Timecard_Splits__c
-!!Amount Released for Invoicing!!Amount_Released__c
#!!Amount Remaining!!Amount_Remaining__c
-!!Apply Billing Cap!!Apply_Billing_Cap__c
-!!Approved!!Approved__c
-!!Approved for Billing!!Approved_for_Billing__c
-!!Approver!!Approver__c
-!!Audit Notes!!Audit_Notes__c
-!!Bill Date!!Bill_Date__c
-!!Billable!!Billable__c
-!!Billed!!Billed__c
#!!Billing Event!!Billing_Event__c
#!!Billing Event Invoiced!!Billing_Event_Invoiced__c
-!!Billing Event Item!!Billing_Event_Item__c
#!!Billing Event Released!!Billing_Event_Released__c
#!!Billing Event Status!!Billing_Event_Status__c
-!!Billing Hold!!Billing_Hold__c
-!!Budget Header!!Budget_Header__c
-!!Customer Reference!!Customer_Reference__c
-!!DEPRECATED: Pre-Billed Amount!!PreBilledAmount__c
-!!Description!!Description__c
-!!Effective Date!!Effective_Date__c
#!!Eligible for Billing!!Eligible_for_Billing__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!Expense Amount!!Expense_Amount__c
-!!Expense Transaction!!Expense_Transaction__c
-!!Include In Financials!!Include_In_Financials__c
-!!Invoice Date!!Invoice_Date__c
-!!Invoice Number!!Invoice_Number__c
-!!Invoiced!!Invoiced__c
-!!Opportunity!!Opportunity__c
-!!Override Project Group!!Override_Project_Group__c
#!!Override Project Group Currency Code!!Override_Project_Group_Currency_Code__c
-!!Override Project Practice!!Override_Project_Practice__c
#!!Override Project Practice Currency Code!!Override_Project_Practice_Currency_Code__c
-!!Override Project Region!!Override_Project_Region__c
#!!Override Project Region Currency Code!!Override_Project_Region_Currency_Code__c
-!!Pre-Billed Amount!!Pre_Billed_Amount__c
-!!Pre-Billed Transaction!!Pre_Billed_Transaction__c
-!!Project!!Project__c
-!!Status!!Status__c
#!!Total Amount!!Total_Amount__c
-!!Transaction!!Transaction__c
-!!Type!!Type__c
+ Clear_Billing_Data()
Budget_Header__c
Budget Header
+!!Budget Header Name!!Name
-!!Account!!Account__c
-!!Active!!Active__c
-!!Amount!!Amount__c
-!!Amount Consumed!!Amount_Consumed__c
-!!Amount Overrun Allowed!!Amount_Overrun_Allowed__c
-!!Amount Overrun Percentage!!Amount_Overrun_Percentage__c
#!!Amount Remaining!!Amount_Remaining__c
-!!Expense Amount!!Expense_Amount__c
-!!Expense Amount Consumed!!Expense_Amount_Consumed__c
-!!Expense Amount Overrun Allowed!!Expense_Amount_Overrun_Allowed__c
-!!Expense Amount Overrun Percentage!!Expense_Amount_Overrun_Percentage__c
#!!Expense Amount Remaining!!Expense_Amount_Remaining__c
#!!Maximum Consumable Total Amount!!Maximum_Consumable_Total_Amount__c
#!!Percent Total Amount Remaining!!Percent_Total_Amount_Remaining__c
-!!Project!!Project__c
#!!Total Amount!!Total_Amount__c
#!!Total Amount Consumed!!Total_Amount_Consumed__c
-!!Total Amount Overrun Allowed!!Total_Amount_Overrun_Allowed__c
-!!Total Amount Overrun Percentage!!Total_Amount_Overrun_Percentage__c
#!!Total Amount Remaining!!Total_Amount_Remaining__c
-!!Type!!Type__c
Budget__c->Budget_Header__c
Opportunity
Opportunity
-!!DEPRECATED: Pre-Billed Amount!!PreBilledAmount__c
-!!Forecast Curve!!Forecast_Curve__c
-!!Group!!Group__c
-!!Is Change Request!!Is_Change_Request__c
-!!Is Services Opportunity!!Is_Services_Opportunity__c
-!!Parent Opportunity!!Parent_Opportunity__c
-!!Practice!!Practice__c
-!!Pre-Billed Amount!!Pre_Billed_Amount__c
-!!Primary Project!!Primary_Project__c
-!!Rate Card Discount Limit!!Rate_Card_Discount_Limit__c
-!!Rate Card Percentage Discount!!Rate_Card_Percentage_Discount__c
-!!Rate Card Set!!Rate_Card_Set__c
-!!Region!!Region__c
#!!Services Attached % From Products!!Services_Attached_Percent_From_Products__c
-!!Services Attached From Products!!Services_Attached_From_Products__c
+ Apply_Rate_Card_Discount()
+ Create_Change_Request()
+ Run_Revenue_Forecast()
+ Create_Project()
Budget__c->Opportunity
Budget_Allocation__c
Budget Allocation
+!!Budget Allocation Name!!Name
-!!Billable Expenses Budget!!Billable_Expenses_Budget__c
-!!Customer Purchase Order!!Customer_Purchase_Order__c
-!!Default!!Is_Default__c
#!!Internal Budget 1 Percent Allocation!!Internal_Budget_1_Percent_Formula__c
-!!Internal Budget 1-3!!Internal_Budget_1__c
-!!Internal Budget 2 Percent Allocation!!Internal_Budget_2_Percent_Allocation__c
-!!Internal Budget 3 Percent Allocation!!Internal_Budget_3_Percent_Allocation__c
-!!Non-Billable Expenses Budget!!Non_Billable_Expenses_Budget__c
-!!Project!!Project__c
Budget_Allocation__c->Budget__c
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