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
Expense__c
Expense
+!!Expense Number!!Name
-!!Admin Global Edit!!Admin_Global_Edit__c
-!!Amount!!Amount__c
#!!Amount To Bill!!Amount_To_Bill__c
#!!Amount To Reimburse!!Amount_To_Reimburse__c
-!!Applied Expense Rate!!Applied_Expense_Rate__c
-!!Approved!!Approved__c
-!!Approved for Billing!!Approved_for_Billing__c
-!!Approved for Vendor Payment!!Approved_for_Vendor_Payment__c
-!!Assignment!!Assignment__c
-!!Attachments moved to ER!!Attachments_moved_to_ER__c
-!!Audit Notes!!Audit_Notes__c
-!!Audit Notes History!!Audit_Notes_History__c
-!!Bill Date!!Bill_Date__c
-!!Bill Transaction!!Bill_Transaction__c
-!!Billable!!Billable__c
#!!Billable Amount!!Billable_Amount__c
#!!Billable Fee Flat!!Billable_Fee_Flat__c
-!!Billable Fee Flat Amount!!Billable_Fee_Flat_Amount__c
-!!Billable Fee Percentage!!Billable_Fee_Percentage__c
-!!Billed!!Billed__c
-!!Billing Amount!!Billing_Amount__c
-!!Billing Amount (Pre-Fee Subtotal)!!Billing_Amount_Pre_Fee_Subtotal__c
-!!Billing Currency!!Billing_Currency__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 Allocation!!Budget_Allocation__c
-!!Cost Transaction!!Cost_Transaction__c
-!!Description!!Description__c
-!!Distance!!Distance__c
#!!Eligible for Billing!!Eligible_for_Billing__c
-!!Exchange Rate (Billing Currency)!!Exchange_Rate_Billing_Currency__c
-!!Exchange Rate (Incurred Currency)!!Exchange_Rate_Incurred_Currency__c
-!!Exchange Rate (Reimbursement Currency)!!Exchange_Rate_Reimbursement_Currency__c
-!!Exchange Rate (Resource-Defined)!!Exchange_Rate_Resource_Defined__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!Expense Date!!Expense_Date__c
-!!Expense Report!!Expense_Report__c
-!!Expense Split Parent!!Expense_Split_Parent__c
-!!Include In Financials!!Include_In_Financials__c
-!!Incurred Tax!!Incurred_Tax__c
-!!Incurred Tax Non-Billable!!Incurred_Tax_Non_Billable__c
-!!Invoice Date!!Invoice_Date__c
-!!Invoice Number!!Invoice_Number__c
-!!Invoice Transaction!!Invoice_Transaction__c
-!!Invoiced!!Invoiced__c
-!!Lost Receipt!!Lost_Receipt__c
-!!Milestone!!Milestone__c
-!!Mobile Expense Reference ID!!Mobile_Expense_Reference_ID__c
#!!Non-Billable Amount!!Non_Billable_Amount__c
-!!Non-Billable Incurred Amount!!Non_Billable_Incurred_Amount__c
#!!Non-Billable Incurred Subtotal!!Non_Billable_Incurred_Subtotal__c
-!!Non-Reimbursable!!Non_Reimbursible__c
-!!Notes!!Notes__c
-!!Override Group!!Override_Group__c
#!!Override Group Currency Code!!Override_Group_Currency_Code__c
-!!Override Practice!!Override_Practice__c
#!!Override Practice Currency Code!!Override_Practice_Currency_Code__c
-!!Override Rate (Billing Currency)!!Override_Rate_Billing_Currency__c
-!!Override Rate (Incurred Currency)!!Override_Rate_Incurred_Currency__c
-!!Override Rate (Reimbursement Currency)!!Override_Rate_Reimbursement_Currency__c
-!!Override Region!!Override_Region__c
#!!Override Region Currency Code!!Override_Region_Currency_Code__c
-!!Project!!Project__c
-!!Project Methodology!!Project_Methodology__c
-!!Project Phase!!Project_Phase__c
-!!Rate Unit!!Rate_Unit__c
-!!Recognition Method!!Recognition_Method__c
-!!Reimbursement Amount!!Reimbursement_Amount__c
-!!Reimbursement Amount In Project Currency!!Reimbursement_Amount_In_Project_Currency__c
-!!Reimbursement Currency!!Reimbursement_Currency__c
-!!Resource!!Resource__c
-!!Revenue Transaction!!Revenue_Transaction__c
-!!Split Expense!!Split_Expense__c
-!!Split Notes!!Split_Notes__c
-!!Status!!Status__c
-!!Submitted!!Submitted__c
-!!Synchronous Update Required!!Synchronous_Update_Required__c
-!!Tax Type!!Tax_Type__c
-!!Third-Party Expenses App Expense ID!!Third_Party_Expenses_App_Expense_ID__c
-!!Type!!Type__c
-!!Vendor Invoice Item!!Vendor_Invoice_Item__c
+ Admin_Edit()
+ Multiple_Expense_Entry_UI()
+ Edit_Expenses()
+ Ready_to_Submit()
+ Clear_Billing_Data()
Expense_Limit_Rate__c
Expense Limit / Rate
+!!Expense Limit / Rate Name!!Name
-!!Active!!Is_Active__c
-!!Amount!!Amount__c
-!!Cascading!!Cascading__c
-!!Currency Effective Date!!Currency_Effective_Date__c
-!!Description!!Description__c
-!!End Date!!End_Date__c
-!!Group!!Group__c
-!!Practice!!Practice__c
-!!Project!!Project__c
-!!Rate!!Is_Rate__c
-!!Rate Unit!!Rate_Unit__c
-!!Region!!Region__c
-!!Resource Role!!Resource_Role__c
-!!Start Date!!Start_Date__c
-!!Type!!Type__c
Expense__c->Expense_Limit_Rate__c
Expense_Report__c
Expense Report
+!!Expense Report Name!!Name
-!!Action: Update Include In Financials!!Action_Check_Include_In_Financials__c
-!!Admin Global Edit!!Admin_Global_Edit__c
-!!Approved!!Approved__c
-!!Approver!!Approver__c
-!!Assignment!!Assignment__c
-!!Audit Notes!!Audit_Notes__c
-!!Audit Notes History!!Audit_Notes_History__c
-!!Billable!!Billable__c
-!!Description!!Description__c
-!!Disable Approval Auto Submit!!Disable_Approval_Auto_Submit__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!Expense Report Reference!!Expense_Report_Reference__c
-!!First Expense Date!!First_Expense_Date__c
-!!Include In Financials!!Include_In_Financials__c
-!!Last Expense Date!!Last_Expense_Date__c
-!!Lines Billed!!Billed__c
-!!Lines Invoiced!!Invoiced__c
-!!Milestone!!Milestone__c
-!!Override Group!!Override_Group__c
-!!Override Practice!!Override_Practice__c
-!!Override Region!!Override_Region__c
-!!Project!!Project__c
#!!Project Expense Notes!!Project_Expense_Notes__c
-!!Project Methodology!!Project_Methodology__c
-!!Project Phase!!Project_Phase__c
-!!Reimbursement Currency!!Reimbursement_Currency__c
-!!Resource!!Resource__c
-!!Status!!Status__c
-!!Submitted!!Submitted__c
-!!Third-Party Expenses App Report ID!!Third_Party_Expenses_App_Report_ID__c
-!!Total Billable Amount!!Total_Billable_Amount__c
-!!Total Non-Billable Amount!!Total_Non_Billable_Amount__c
-!!Total Reimbursement Amount!!Total_Reimbursement_Amount__c
+ Admin_Edit()
+ Multiple_Expense_Entry_UI()
+ Combine_Attachments()
+ Clear_Billing_Data()
Expense__c->Expense_Report__c
Contact
Contact
Expense__c->Contact
Budget_Allocation__c
Budget Allocation
Expense__c->Budget_Allocation__c
Expense_Report__c->Contact
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