Professional Services Automation Object Model Diagrams
Home
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
Practice__c
Practice
+Practice Name
+Name
Name
-Action: Update Current Time Period
-Action_Update_Current_Time_Period__c
Action_Update_Current_Time_Period__c
-Actuals: Last Update Date
-Actuals_Last_Update_Date__c
Actuals_Last_Update_Date__c
-Actuals: Last Updated By
-Actuals_Last_Updated_By__c
Actuals_Last_Updated_By__c
-Backlog: Last Update Date
-Backlog_Last_Update_Date__c
Backlog_Last_Update_Date__c
-Backlog: Last Updated By
-Backlog_Last_Updated_By__c
Backlog_Last_Updated_By__c
-Billable Hours (External)
-Billable_External_Hours__c
Billable_External_Hours__c
-Billable Hours (Internal)
-Billable_Internal_Hours__c
Billable_Internal_Hours__c
-Billed
-Billed__c
Billed__c
-Billings
-Billings__c
Billings__c
-Bookings
-Bookings__c
Bookings__c
-Credited Hours
-Credited_Non_Billable_Internal_Hours__c
Credited_Non_Billable_Internal_Hours__c
-Current Time Period
-Current_Time_Period__c
Current_Time_Period__c
-Current Time Period End Date
-Current_Time_Period_End_Date__c
Current_Time_Period_End_Date__c
-Default Work Calendar
-Default_Work_Calendar__c
Default_Work_Calendar__c
-Exclude from Utilization
-Exclude_From_Utilization__c
Exclude_From_Utilization__c
-Excluded Hours
-Excluded_Hours__c
Excluded_Hours__c
-Expense Budget
-Expense_Budget__c
Expense_Budget__c
-Expense Costs
-Expense_Costs__c
Expense_Costs__c
-External Costs
-External_Costs__c
External_Costs__c
-Global Practice
-Global_Practice__c
Global_Practice__c
-Hierarchy Depth
-Hierarchy_Depth__c
Hierarchy_Depth__c
-Hist Sch Utilization Billable Hours
-Hist_Sch_Utilization_Billable_Hours__c
Hist_Sch_Utilization_Billable_Hours__c
-Hist Sch Utilization Credited Hours
-Hist_Sch_Utilization_Credited_Hours__c
Hist_Sch_Utilization_Credited_Hours__c
-Hist Sch Utilization Excluded Hours
-Hist_Sch_Utilization_Excluded_Hours__c
Hist_Sch_Utilization_Excluded_Hours__c
-Hist Sch Utilization Held Hours
-Hist_Sch_Utilization_Held_Hours__c
Hist_Sch_Utilization_Held_Hours__c
-Hist Sch Utilization Non Billable Hrs
-Hist_Sch_Utilization_Non_Billable_Hrs__c
Hist_Sch_Utilization_Non_Billable_Hrs__c
-Historical Utilization
-Historical_Utilization__c
Historical_Utilization__c
-Historical Utilization Billable Hours
-Historical_Utilization_Billable_Hours__c
Historical_Utilization_Billable_Hours__c
-Historical Utilization Calendar Hours
-Historical_Utilization_Calendar_Hours__c
Historical_Utilization_Calendar_Hours__c
-Historical Utilization Credited Hours
-Historical_Utilization_Credited_Hours__c
Historical_Utilization_Credited_Hours__c
-Historical Utilization Excluded Hours
-Historical_Utilization_Excluded_Hours__c
Historical_Utilization_Excluded_Hours__c
-Historical Utilization Non Billable Hrs
-Historical_Utilization_Non_Billable_Hrs__c
Historical_Utilization_Non_Billable_Hrs__c
#Historical Utilization Target
#Historical_Utilization_Target__c
Historical_Utilization_Target__c
#Historical Utilization Target Attainment
#Historical_Utilization_Target_Attainment__c
Historical_Utilization_Target_Attainment__c
-Historical Utilization Target Hours
-Historical_Utilization_Target_Hours__c
Historical_Utilization_Target_Hours__c
-Inactive Project Backlog
-Inactive_Project_Backlog__c
Inactive_Project_Backlog__c
-Include In Forecasting
-Include_In_Forecasting__c
Include_In_Forecasting__c
-Internal Budget
-Internal_Budget__c
Internal_Budget__c
-Internal Costs
-Internal_Costs__c
Internal_Costs__c
-Invoiced
-Invoiced__c
Invoiced__c
#Margin
#Margin__c
Margin__c
-Non-Billable Hours (External)
-Non_Billable_External_Hours__c
Non_Billable_External_Hours__c
-Non-Billable Hours (Internal)
-Non_Billable_Internal_Hours__c
Non_Billable_Internal_Hours__c
-Other Costs
-Other_Costs__c
Other_Costs__c
-Parent Practice
-Parent_Practice__c
Parent_Practice__c
-Pass-Through Billings
-Pass_Through_Billings__c
Pass_Through_Billings__c
-Plan: Last Update Date
-Plan_Last_Update_Date__c
Plan_Last_Update_Date__c
-Plan: Last Updated By
-Plan_Last_Updated_By__c
Plan_Last_Updated_By__c
-Planned Billings
-Planned_Billings__c
Planned_Billings__c
-Planned Bookings
-Planned_Bookings__c
Planned_Bookings__c
-Planned External Costs
-Planned_External_Costs__c
Planned_External_Costs__c
-Planned Internal Costs
-Planned_Internal_Costs__c
Planned_Internal_Costs__c
#Planned Margin
#Planned_Margin__c
Planned_Margin__c
-Planned Revenue
-Planned_Revenue__c
Planned_Revenue__c
-Planned Utilization
-Planned_Utilization__c
Planned_Utilization__c
-Practice ID Chain
-Practice_ID_Chain__c
Practice_ID_Chain__c
-Practice Name Chain
-Practice_Name_Chain__c
Practice_Name_Chain__c
-Practice Owner
-Practice_Head__c
Practice_Head__c
-Pre-Billed
-Pre_Billed__c
Pre_Billed__c
-Revenue
-Revenue__c
Revenue__c
-Reversed Practice ID Chain
-Reversed_ID_Chain__c
Reversed_ID_Chain__c
-Scheduled Backlog Calculated Date
-Scheduled_Backlog_Calculated_Date__c
Scheduled_Backlog_Calculated_Date__c
-Scheduled Backlog End Date
-Scheduled_Backlog_End_Date__c
Scheduled_Backlog_End_Date__c
-Scheduled Milestone
-Scheduled_Milestone__c
Scheduled_Milestone__c
-Scheduled Time
-Scheduled_Time__c
Scheduled_Time__c
-Scheduled Utilization
-Scheduled_Utilization__c
Scheduled_Utilization__c
-Scheduled Utilization Billable Hours
-Scheduled_Utilization_Billable_Hours__c
Scheduled_Utilization_Billable_Hours__c
-Scheduled Utilization Calendar Hours
-Scheduled_Utilization_Calendar_Hours__c
Scheduled_Utilization_Calendar_Hours__c
-Scheduled Utilization Credited Hours
-Scheduled_Utilization_Credited_Hours__c
Scheduled_Utilization_Credited_Hours__c
-Scheduled Utilization Excluded Hours
-Scheduled_Utilization_Excluded_Hours__c
Scheduled_Utilization_Excluded_Hours__c
-Scheduled Utilization Held Hours
-Scheduled_Utilization_Held_Hours__c
Scheduled_Utilization_Held_Hours__c
-Scheduled Utilization Non Billable Hrs
-Scheduled_Utilization_Non_Billable_Hrs__c
Scheduled_Utilization_Non_Billable_Hrs__c
#Scheduled Utilization Target
#Scheduled_Utilization_Target__c
Scheduled_Utilization_Target__c
#Scheduled Utilization Target Attainment
#Scheduled_Utilization_Target_Attainment__c
Scheduled_Utilization_Target_Attainment__c
-Scheduled Utilization Target Hours
-Scheduled_Utilization_Target_Hours__c
Scheduled_Utilization_Target_Hours__c
#Total Costs
#Total_Costs__c
Total_Costs__c
-Total Time Period Hours
-Total_Time_Period_Hours__c
Total_Time_Period_Hours__c
-Unscheduled Backlog
-Unscheduled_Backlog__c
Unscheduled_Backlog__c
-Utilization
-Utilization__c
Utilization__c
-Utilization
-Total_Utilization__c
Total_Utilization__c
-Utilization Calculation Date
-Utilization_Calculation_Date__c
Utilization_Calculation_Date__c
-Utilization Period End Date
-Utilization_Period_End_Date__c
Utilization_Period_End_Date__c
-Utilization Period Start Date
-Utilization_Period_Start_Date__c
Utilization_Period_Start_Date__c
#Utilization Target
#Utilization_Target__c
Utilization_Target__c
#Utilization Target Attainment
#Utilization_Target_Attainment__c
Utilization_Target_Attainment__c
-Utilization Target Hours
-Utilization_Target_Hours__c
Utilization_Target_Hours__c
-Utilization: Elapsed Hours
-Utilization_Elapsed_Hours__c
Utilization_Elapsed_Hours__c
-Utilization: Last Calculation Date
-Utilization_Last_Calculation_Date__c
Utilization_Last_Calculation_Date__c
-Utilization: Last Update Date
-Utilization_Last_Update_Date__c
Utilization_Last_Update_Date__c
-Utilization: Last Updated By
-Utilization_Last_Updated_By__c
Utilization_Last_Updated_By__c
-Utilization: Over Full Time Period
-Utilization_Over_Full_Time_Period__c
Utilization_Over_Full_Time_Period__c
+ View_Transactions()
+ View_Hierarchy()
+ Calculate_Backlog()
+ Calculate_Forecast()
+ Calculate_Utilization()
+ Calculate_Missing_Timecard()
+ Calculate_Time_Variance()
Time_Period__c
Time Period
Practice__c->Time_Period__c
Practice_Actuals__c
Practice Actuals
+Practice Actuals For
+Name
Name
-Billable Hours (External)
-Billable_External_Hours__c
Billable_External_Hours__c
-Billable Hours (Internal)
-Billable_Internal_Hours__c
Billable_Internal_Hours__c
-Billed
-Billed__c
Billed__c
-Billings
-Billings__c
Billings__c
-Bookings
-Bookings__c
Bookings__c
-Credited Hours
-Credited_Non_Billable_Internal_Hours__c
Credited_Non_Billable_Internal_Hours__c
#End Date
#End_Date__c
End_Date__c
-Excluded Hours
-Excluded_Hours__c
Excluded_Hours__c
-Expense Budget
-Expense_Budget__c
Expense_Budget__c
-Expense Costs
-Expense_Costs__c
Expense_Costs__c
-External Costs
-External_Costs__c
External_Costs__c
#Has Difference in Verification
#Has_Difference_In_Verification__c
Has_Difference_In_Verification__c
-Individual Billable Hours (External)
-NRV_Billable_External_Hours__c
NRV_Billable_External_Hours__c
-Individual Billable Hours (Internal)
-NRV_Billable_Internal_Hours__c
NRV_Billable_Internal_Hours__c
-Individual Billed
-NRV_Billed__c
NRV_Billed__c
-Individual Billings
-NRV_Billings__c
NRV_Billings__c
-Individual Bookings
-NRV_Bookings__c
NRV_Bookings__c
-Individual Credited Hours
-NRV_Credited_Non_Billable_Internal_Hours__c
NRV_Credited_Non_Billable_Internal_Hours__c
#Individual Difference in Verification
#NRV_Has_Difference_In_Verification__c
NRV_Has_Difference_In_Verification__c
-Individual Excluded Hours
-NRV_Excluded_Hours__c
NRV_Excluded_Hours__c
-Individual Expense Budget
-NRV_Expense_Budget__c
NRV_Expense_Budget__c
-Individual Expense Costs
-NRV_Expense_Costs__c
NRV_Expense_Costs__c
-Individual External Costs
-NRV_External_Costs__c
NRV_External_Costs__c
-Individual Internal Budget
-NRV_Internal_Budget__c
NRV_Internal_Budget__c
-Individual Internal Costs
-NRV_Internal_Costs__c
NRV_Internal_Costs__c
-Individual Invoiced
-NRV_Invoiced__c
NRV_Invoiced__c
#Individual Margin
#NRV_Margin__c
NRV_Margin__c
-Individual Non-Billable Hours (External)
-NRV_Non_Billable_External_Hours__c
NRV_Non_Billable_External_Hours__c
-Individual Non-Billable Hours (Internal)
-NRV_Non_Billable_Internal_Hours__c
NRV_Non_Billable_Internal_Hours__c
-Individual Other Costs
-NRV_Other_Costs__c
NRV_Other_Costs__c
-Individual Pass-Through Billings
-NRV_Pass_Through_Billings__c
NRV_Pass_Through_Billings__c
-Individual Pre-Billed
-NRV_Pre_Billed__c
NRV_Pre_Billed__c
-Individual Revenue
-NRV_Revenue__c
NRV_Revenue__c
#Individual Total Costs
#NRV_Total_Costs__c
NRV_Total_Costs__c
-Internal Budget
-Internal_Budget__c
Internal_Budget__c
-Internal Costs
-Internal_Costs__c
Internal_Costs__c
-Invoiced
-Invoiced__c
Invoiced__c
-Is Verification
-Is_Verification__c
Is_Verification__c
#Margin
#Margin__c
Margin__c
-Non-Billable Hours (External)
-Non_Billable_External_Hours__c
Non_Billable_External_Hours__c
-Non-Billable Hours (Internal)
-Non_Billable_Internal_Hours__c
Non_Billable_Internal_Hours__c
-Other Costs
-Other_Costs__c
Other_Costs__c
-Pass-Through Billings
-Pass_Through_Billings__c
Pass_Through_Billings__c
-Practice
-Practice__c
Practice__c
#Practice Owner
#Practice_Head__c
Practice_Head__c
-Pre-Billed
-Pre_Billed__c
Pre_Billed__c
-Revenue
-Revenue__c
Revenue__c
-Scheduled Backlog Calculated Date
-Scheduled_Backlog_Calculated_Date__c
Scheduled_Backlog_Calculated_Date__c
-Scheduled Milestone
-Scheduled_Milestone__c
Scheduled_Milestone__c
-Scheduled Time
-Scheduled_Time__c
Scheduled_Time__c
#Start Date
#Start_Date__c
Start_Date__c
-Time Period
-Time_Period__c
Time_Period__c
#Time Period Type
#Time_Period_Type__c
Time_Period_Type__c
#Total Costs
#Total_Costs__c
Total_Costs__c
-Unique Name
-Unique_Name__c
Unique_Name__c
-Unscheduled Backlog
-Unscheduled_Backlog__c
Unscheduled_Backlog__c
-Verified By
-Verified_By__c
Verified_By__c
Practice_Actuals__c->Practice__c
Practice_Actuals__c->Time_Period__c
Practice_Plan__c
Practice Plan
+Practice Plan Number
+Name
Name
#End Date
#End_Date__c
End_Date__c
-Planned Billings
-Planned_Billings__c
Planned_Billings__c
-Planned Bookings
-Planned_Bookings__c
Planned_Bookings__c
-Planned External Costs
-Planned_External_Costs__c
Planned_External_Costs__c
-Planned Internal Costs
-Planned_Internal_Costs__c
Planned_Internal_Costs__c
#Planned Margin
#Planned_Margin__c
Planned_Margin__c
-Planned Revenue
-Planned_Revenue__c
Planned_Revenue__c
-Planned Utilization
-Planned_Utilization__c
Planned_Utilization__c
-Practice
-Practice__c
Practice__c
#Practice Owner
#Practice_Owner__c
Practice_Owner__c
#Practice Plan For
#Practice_Plan_For__c
Practice_Plan_For__c
#Start Date
#Start_Date__c
Start_Date__c
-Time Period
-Time_Period__c
Time_Period__c
#Time Period Type
#Time_Period_Type__c
Time_Period_Type__c
-Unique Name
-Unique_Name__c
Unique_Name__c
Practice_Plan__c->Practice__c
Practice_Plan__c->Time_Period__c
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