Professional Services Automation Object Model Diagrams
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Objects
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Billing Batch
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Enhanced Forecasting Setup
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Groups
Permission Controls
Planner Filters
Practices
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Project Versions
Projects
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Resource Actuals
Resource Requests
Revenue Recognition Forecast Versioning
Risks and Issues
Schedule and Rate Card
Services Forecasting
SF Objects
Shortlists
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Time and Calendar
Time Variance
Timecard and Assignment Settings
Timecard API
Timecards
Timer
Transactions
Utilization
Utilization Analytics
Vendor Invoices
G
Forecast_Batch_Settings__c
Billing Forecast Batch Settings
-!!Billing Forecast Batch Size!!Forecast_Batch_Size__c
-!!Maximum Queue Size!!Maximum_Queue_Size__c
-!!Notification Recipients!!Notifications_Recipients__c
-!!Notifications by Chatter!!Notifications_Chatter__c
-!!Notifications by Email!!Notifications_Email__c
-!!Notifications by Task!!Notifications_Task__c
Forecast_Curve__c
Billing Forecast Curve
+!!Billing Forecast Curve Name!!Name
-!!Lag!!Lag__c
#!!Max Billing Forecast Period!!Max_Forecast_Period__c
-!!Total Curve Period!!Total_Curve_Period__c
Forecast_Curve_Detail__c
Billing Forecast Curve Detail
+!!Billing Forecast Curve Detail Name!!Name
-!!Billing Forecast Curve!!Forecast_Curve__c
-!!Percent Burndown!!Percent_Burndown__c
-!!Period!!Period__c
-!!Sequence!!Sequence__c
Forecast_Curve_Detail__c->Forecast_Curve__c
Forecast_Setup__c
Billing Forecast Setup
+!!Billing Forecast Setup Name!!Name
-!!Active!!Is_Active__c
-!!Actuals Cutoff Offset!!Actuals_Cutoff_Offset__c
-!!Default Opportunity Curve!!Default_Opportunity_Curve__c
-!!Default Project Curve!!Default_Project_Curve__c
-!!Use Is Services Product On Opp Product!!Use_Is_Services_Product_On_Opp_Product__c
-!!Use Opportunity Curve for Products!!Use_Opportunity_Curve_For_Products__c
Forecast_Setup__c->Forecast_Curve__c
Forecast_Setup_Category__c
Billing Forecast Setup Category
+!!Billing Forecast Setup Category Name!!Name
-!!Billing Forecast Setup!!Forecast_Setup__c
-!!Billings!!Billings_Actuals__c
-!!Category Order!!Order__c
-!!Expenses!!Expense_Actuals__c
-!!Held Resource Requests!!Scheduled_Held_Resource_Requests__c
-!!Label!!Label__c
-!!Opportunities!!Opportunities__c
-!!Scheduled Assignments!!Scheduled_Assignments__c
-!!Scheduled Milestones!!Scheduled_Milestones__c
-!!Unheld Resource Requests!!Scheduled_Unheld_Resource_Requests__c
-!!Unscheduled Backlog!!Unscheduled_Backlog__c
-!!zDeprecated:Category Order!!Ordinal__c
Forecast_Setup_Category__c->Forecast_Setup__c
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