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 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
Forecast_Enhanced_Detail_Category__c
Billing Forecast Detail Category
+Billing Forecast Detail Category Name
+Name
Name
-Actuals
-Actuals__c
Actuals__c
#Adjusted Value
#Adjusted_Value__c
Adjusted_Value__c
-Billing Forecast Detail
-Forecast_Enhanced_Detail__c
Forecast_Enhanced_Detail__c
-Billing Forecast Override
-Forecast_Enhanced_Override__c
Forecast_Enhanced_Override__c
-Billing Forecast Setup Category
-Forecast_Setup_Category__c
Forecast_Setup_Category__c
-Billing Forecast Total Value
-Forecast_Value__c
Forecast_Value__c
-Billings: Expenses
-Billings_Expenses__c
Billings_Expenses__c
-Billings: Milestones
-Billings_Milestones__c
Billings_Milestones__c
-Billings: Misc Adjustments
-Billings_Misc_Adjustments__c
Billings_Misc_Adjustments__c
-Billings: Timecards
-Billings_Timecards__c
Billings_Timecards__c
#Category Label
#Category_Label__c
Category_Label__c
-Override Created By
-Override_CreatedBy__c
Override_CreatedBy__c
#Override Created Date
#Override_CreatedDate__c
Override_CreatedDate__c
#Override Notes
#Override_Notes__c
Override_Notes__c
#Override Value
#Override_Value__c
Override_Value__c
-Scheduled Backlog
-Scheduled_Backlog__c
Scheduled_Backlog__c
-Scheduled: Assignments
-Scheduled_Assignments__c
Scheduled_Assignments__c
-Scheduled: Held RRs
-Scheduled_Held_Resource_Requests__c
Scheduled_Held_Resource_Requests__c
-Scheduled: Milestones
-Scheduled_Milestones__c
Scheduled_Milestones__c
-Scheduled: Unheld RRs
-Scheduled_Unheld_Resource_Requests__c
Scheduled_Unheld_Resource_Requests__c
-Unscheduled Backlog
-Unscheduled_Backlog__c
Unscheduled_Backlog__c
Forecast_Enhanced_Detail__c
Billing Forecast Detail
+Billing Forecast Detail Name
+Name
Name
-Billing Forecast Calculation
-Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Calculation__c
-Billings: Budgets
-Billings_Budgets__c
Billings_Budgets__c
-Billings: Expenses
-Billings_Expenses__c
Billings_Expenses__c
-Billings: Milestones
-Billings_Milestones__c
Billings_Milestones__c
-Billings: Misc Adjustments
-Billings_Misc_Adjustments__c
Billings_Misc_Adjustments__c
-Billings: Timecards
-Billings_Timecards__c
Billings_Timecards__c
-Opportunity
-Opportunity__c
Opportunity__c
-Parent Billing Forecast Summary
-Parent_Summary__c
Parent_Summary__c
-Perpetual Backlog: Budgets
-Perpetual_Backlog_Budgets__c
Perpetual_Backlog_Budgets__c
-Perpetual Backlog: Held RRs
-Perpetual_Backlog_Held_RR__c
Perpetual_Backlog_Held_RR__c
-Perpetual Backlog: Unheld RRs
-Perpetual_Backlog_Unheld_RR__c
Perpetual_Backlog_Unheld_RR__c
-Perpetual Billings: Budgets
-Perpetual_Billings_Budgets__c
Perpetual_Billings_Budgets__c
-Perpetual Billings: Expenses
-Perpetual_Billings_Expenses__c
Perpetual_Billings_Expenses__c
-Perpetual Billings: Milestones
-Perpetual_Billings_Milestones__c
Perpetual_Billings_Milestones__c
-Perpetual Billings: Misc Adjustments
-Perpetual_Billings_Misc_Adjustments__c
Perpetual_Billings_Misc_Adjustments__c
-Perpetual Billings: Timecards
-Perpetual_Billings_Timecards__c
Perpetual_Billings_Timecards__c
-Project
-Project__c
Project__c
-Scheduled: Assignments
-Scheduled_Assignments__c
Scheduled_Assignments__c
-Scheduled: Held Resource Requests
-Scheduled_Held_Resource_Requests__c
Scheduled_Held_Resource_Requests__c
-Scheduled: Milestones
-Scheduled_Milestones__c
Scheduled_Milestones__c
-Scheduled: Unheld Resource Requests
-Scheduled_Unheld_Resource_Requests__c
Scheduled_Unheld_Resource_Requests__c
-Unscheduled Backlog
-Unscheduled_Backlog__c
Unscheduled_Backlog__c
-Unscheduled Revenue
-Unscheduled_Revenue__c
Unscheduled_Revenue__c
Forecast_Enhanced_Detail_Category__c->Forecast_Enhanced_Detail__c
Forecast_Enhanced_Override__c
Billing Forecast Override
+Billing Forecast Override Name
+Name
Name
-Billing Forecast Calculation
-Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Calculation__c
-Billing Forecast Detail Category
-Forecast_Enhanced_Detail_Category__c
Forecast_Enhanced_Detail_Category__c
-Billing Forecast Summary Category
-Forecast_Enhanced_Summary_Category__c
Forecast_Enhanced_Summary_Category__c
-Group
-Group__c
Group__c
-Is Active
-Is_Active__c
Is_Active__c
-Notes
-Notes__c
Notes__c
-Opportunity
-Opportunity__c
Opportunity__c
-Override Value
-Override_Value__c
Override_Value__c
-Practice
-Practice__c
Practice__c
-Project
-Project__c
Project__c
-Region
-Region__c
Region__c
Forecast_Enhanced_Detail_Category__c->Forecast_Enhanced_Override__c
Forecast_Enhanced_Summary__c
Billing Forecast Summary
+Billing Forecast Summary Name
+Name
Name
-Billing Forecast Calculation
-Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Calculation__c
-Group
-Group__c
Group__c
-Group Plan
-Group_Plan__c
Group_Plan__c
-Parent Billing Forecast Summary
-Parent_Summary__c
Parent_Summary__c
-Practice
-Practice__c
Practice__c
-Practice Plan
-Practice_Plan__c
Practice_Plan__c
-Region
-Region__c
Region__c
-Region Plan
-Region_Plan__c
Region_Plan__c
Forecast_Enhanced_Calculation__c
Billing Forecast Calculation
+Billing Forecast Calculation Name
+Name
Name
-Backlog Calculation
-Backlog_Calculation__c
Backlog_Calculation__c
-Batch Id
-Batch_Id__c
Batch_Id__c
-Batch Process
-Batch_Process__c
Batch_Process__c
-Billing Forecast Setup
-Forecast_Setup__c
Forecast_Setup__c
-Committed
-Committed__c
Committed__c
-Current
-Current__c
Current__c
-Group
-Group__c
Group__c
-Practice
-Practice__c
Practice__c
-Region
-Region__c
Region__c
-Status
-Status__c
Status__c
-Time Period
-Time_Period__c
Time_Period__c
-Total Number of Logs
-Total_Number_Of_Logs__c
Total_Number_Of_Logs__c
+ View_Forecast()
Forecast_Enhanced_Summary__c->Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Detail__c->Forecast_Enhanced_Summary__c
Forecast_Enhanced_Detail__c->Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Calculation_Log__c
Billing Forecast Calculation Log
+Billing Forecast Calculation Log Name
+Name
Name
-Billing Forecast Calculation
-Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Calculation__c
-Message
-Message__c
Message__c
Forecast_Enhanced_Calculation_Log__c->Forecast_Enhanced_Calculation__c
Forecast_Enhanced_Summary_Category__c
Billing Forecast Summary Category
+Billing Forecast Summary Category Name
+Name
Name
#Adjusted Value
#Adjusted_Value__c
Adjusted_Value__c
-Billing Forecast Opportunities Value
-Forecast_Opportunities_Value__c
Forecast_Opportunities_Value__c
-Billing Forecast Override
-Forecast_Enhanced_Override__c
Forecast_Enhanced_Override__c
-Billing Forecast Projects Value
-Forecast_Projects_Value__c
Forecast_Projects_Value__c
-Billing Forecast Setup Category
-Forecast_Setup_Category__c
Forecast_Setup_Category__c
-Billing Forecast Sublevels Value
-Forecast_Sublevels_Value__c
Forecast_Sublevels_Value__c
-Billing Forecast Summary
-Forecast_Enhanced_Summary__c
Forecast_Enhanced_Summary__c
-Billing Forecast Total Value
-Forecast_Value__c
Forecast_Value__c
#Category Label
#Category_Label__c
Category_Label__c
-Override Created By
-Override_CreatedBy__c
Override_CreatedBy__c
#Override Created Date
#Override_CreatedDate__c
Override_CreatedDate__c
#Override Notes
#Override_Notes__c
Override_Notes__c
-Override Roll-Up Variance
-Override_Rollup_Variance__c
Override_Rollup_Variance__c
#Override Value
#Override_Value__c
Override_Value__c
Forecast_Enhanced_Summary_Category__c->Forecast_Enhanced_Summary__c
Forecast_Enhanced_Override__c->Forecast_Enhanced_Summary_Category__c
Forecast_Enhanced_Override__c->Forecast_Enhanced_Calculation__c
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