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
Assignment_Project_Methodology__c
Assignment Project Methodology
+!!Name!!Name
-!!Assignment!!Assignment__c
-!!Project Methodology!!Project_Methodology__c
+ New_Methodology_Assignment()
+ New_Assignment_Methodology()
Project_Methodology__c
Project Methodology
+!!Project Methodology Name!!Name
-!!Description!!Description__c
-!!End Date!!End_Date__c
-!!Project!!Project__c
-!!Source Project Methodology!!Source_Project_Methodology__c
-!!Start Date!!Start_Date__c
+ Link_to_Assignments()
Assignment_Project_Methodology__c->Project_Methodology__c
Assignment__c
Assignment
Assignment_Project_Methodology__c->Assignment__c
Assignment_Project_Phase__c
Assignment Project Phase
+!!Name!!Name
-!!Assignment!!Assignment__c
-!!Project Phase!!Project_Phase__c
+ New_Phase_Assignment()
+ New_Assignment_Phase()
Project_Phase__c
Project Phase
+!!Project Phase Name!!Name
-!!Description!!Description__c
-!!End Date!!End_Date__c
-!!Project!!Project__c
-!!Source Project Phase!!Source_Project_Phase__c
-!!Start Date!!Start_Date__c
+ Link_To_Assignments()
Assignment_Project_Phase__c->Project_Phase__c
Assignment_Project_Phase__c->Assignment__c
Proj__c
Project
+!!Project Name!!Name
-!!% Hours Completed for Recognition!!Percent_Hours_Completed_For_Recognition__c
-!!Account!!Account__c
-!!Action: Count Billing Eligible Records!!Action_Count_Billing_Eligible_Records__c
-!!Action: Update Current Time Period!!Action_Update_Current_Time_Period__c
-!!Active!!Is_Active__c
-!!Actuals: Last Recalc Date!!Actuals_Last_Recalc_Date__c
-!!Actuals: Last Update Date!!Actuals_Last_Update_Date__c
-!!Actuals: Last Updated By!!Actuals_Last_Updated_By__c
-!!Actuals: Need Recalc!!Actuals_Need_Recalc__c
-!!Add BEIs To Existing Batches!!Add_BEIs_To_Existing_Batches__c
-!!Adjust End Date!!Adjust_End_Date__c
-!!Alert Recipient!!Email_Alert_Recipient__c
-!!Alert Threshold!!Alert_Threshold__c
-!!Allow Expenses Without Assignment!!Allow_Expenses_Without_Assignment__c
-!!Allow Self-Staffing!!Allow_Self_Staffing__c
-!!Allow Timecards Without Assignment!!Allow_Timecards_Without_Assignment__c
-!!API Time Period!!API_Time_Period__c
-!!Apply Billing Cap!!Apply_Billing_Cap__c
-!!Approval Status!!Estimate_Approval_Status__c
-!!Auto-Cap Billing!!Auto_Cap_Project_Billing__c
-!!Backlog: Last Update Date!!Backlog_Last_Update_Date__c
-!!Backlog: Last Updated By!!Backlog_Last_Updated_By__c
-!!Baseline!!Baseline__c
#!!Baseline End Date!!Baseline_End_Date__c
#!!Baseline Project Phase!!Baseline_Project_Phase__c
#!!Baseline Project Status!!Baseline_Project_Status__c
#!!Baseline Stage!!Baseline_Stage__c
#!!Baseline Start Date!!Baseline_Start_Date__c
-!!Batch Sequence!!Batch_Sequence__c
#!!Batch Sequence Number!!Batch_Sequence_Number__c
-!!Bill to Budget Cap!!Bill_To_Budget_Cap_Bulk_Release__c
-!!Billable!!Is_Billable__c
-!!Billable Expense Fee Flat!!Billable_Expense_Fee_Flat__c
-!!Billable Expense Fee Percentage!!Billable_Expense_Fee_Percentage__c
-!!Billable Hours (External)!!Billable_External_Hours__c
-!!Billable Hours (Internal)!!Billable_Internal_Hours__c
-!!Billed!!Billed__c
-!!Billing Eligible Budgets!!Billing_Eligible_Budgets__c
-!!Billing Eligible Expenses!!Billing_Eligible_Expenses__c
-!!Billing Eligible Last Updated!!Billing_Eligible_Last_Updated__c
-!!Billing Eligible Milestones!!Billing_Eligible_Milestones__c
-!!Billing Eligible Misc Adjustments!!Billing_Eligible_Misc_Adjustments__c
-!!Billing Eligible Timecard Splits!!Billing_Eligible_Timecard_Splits__c
-!!Billing Queues Need Recalc!!Billing_Queues_Need_Recalc__c
-!!Billing Type!!Billing_Type__c
-!!Billings!!Billings__c
-!!Bookings!!Bookings__c
-!!Closed for Expense Entry!!Closed_for_Expense_Entry__c
-!!Closed for Time Entry!!Closed_for_Time_Entry__c
-!!Company!!Company__c
-!!Copy Child Records from Template Async!!Copy_Child_Records_from_Template_Async__c
-!!Credited Hours!!Credited_Non_Billable_Internal_Hours__c
-!!Current Time Period!!Current_Time_Period__c
-!!Current Time Period End Date!!Current_Time_Period_End_Date__c
-!!Daily Timecard Notes Required!!Daily_Timecard_Notes_Required__c
#!!Duration (Days)!!Duration__c
-!!End Date!!End_Date__c
-!!Engagement!!Engagement__c
-!!Estimated Hours at Completion!!Estimated_Hours_at_Completion__c
-!!Exclude from Backlog!!Exclude_from_Backlog__c
-!!Exclude From Billing!!Exclude_From_Billing__c
-!!Exclude from EVA Calculation!!Exclude_From_EVA_Calculation__c
-!!Exclude from Hours Variance Calculation!!Exclude_from_Project_Variance_Batch__c
-!!Exclude from Monitor Rollup!!Exclude_From_Monitor_Rollup__c
-!!Exclude from Project Planner!!Exclude_from_Project_Planner__c
-!!Exclude Project From Display On Billing!!ExcludeProjectFromDisplayOnBilling__c
-!!Excluded Hours!!Excluded_Hours__c
-!!Expense Budget!!Expense_Budget__c
-!!Expense Costs!!Expense_Costs__c
-!!Expense Notes!!Expense_Notes__c
-!!External Costs!!External_Costs__c
-!!External Time Cost!!External_Time_Cost__c
-!!Financial Status!!Financial_Status__c
#!!Financial Status!!Financial_Visual__c
-!!Forecast Curve!!Forecast_Curve__c
-!!Group!!Group__c
-!!Hierarchy Depth!!Hierarchy_Depth__c
-!!Hours Cut Off Date!!Hours_Cut_Off_Date__c
-!!Hours to Days Rule!!Hours_to_Days_Rule__c
-!!Inactive Project Backlog!!Inactive_Project_Backlog__c
-!!Include In Forecasting!!Include_In_Forecasting__c
-!!Internal Budget!!Internal_Budget__c
-!!Internal Costs!!Internal_Costs__c
-!!Internal Time Cost!!Internal_Time_Cost__c
-!!Invoiced!!Invoiced__c
-!!Jira Correlation ID!!Jira_Correlation_ID__c
-!!Jira Project!!Jira_Project__c
-!!Jira Project Key!!Jira_Project_Key__c
-!!Jira Project Type!!Jira_Project_Type__c
#!!Jira Project URL!!Jira_Project_URL__c
-!!Location!!Location__c
#!!Margin!!Margin__c
-!!Master Project!!Master_Project__c
-!!Milestone Cost!!Milestone_Cost__c
-!!Non-Billable Hours (External)!!Non_Billable_External_Hours__c
-!!Non-Billable Hours (Internal)!!Non_Billable_Internal_Hours__c
-!!Notes!!Notes__c
-!!Opportunity!!Opportunity__c
-!!Opportunity Owner!!Opportunity_Owner__c
-!!Other Costs!!Other_Costs__c
-!!Parent Project!!Parent_Project__c
-!!Pass-Through Billings!!Pass_Through_Billings__c
-!!Percent Hours Complete!!Percent_Hours_Complete__c
#!!Percentage Used!!Percentage_Used__c
-!!Planned Hours!!Planned_Hours__c
-!!Practice!!Practice__c
-!!Pre-Bill Type!!Pre_Bill_Type__c
-!!Pre-Billed!!Pre_Billed__c
-!!Project ID!!Project_ID__c
-!!Project ID Chain!!Project_ID_Chain__c
-!!Project Manager!!Project_Manager__c
-!!Project Name Chain!!Project_Name_Chain__c
-!!Project Phase!!Project_Phase__c
-!!Project Status!!Project_Status__c
#!!Project Status!!Status_Visual__c
-!!Project Status Notes!!Project_Status_Notes__c
-!!Project Type!!Project_Type__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
-!!Recognition Method!!Recognition_Method__c
-!!Region!!Region__c
#!!Remaining Amount!!Remaining_Amount__c
-!!Requires Dependency Sync!!Requires_Dependency_Sync__c
-!!Revenue!!Revenue__c
-!!Revenue Forecast Batch Update Pending!!Revenue_Forecast_Batch_Update_Pending__c
-!!Revenue Forecast Last Updated!!Revenue_Forecast_Last_Updated__c
-!!Revenue Forecast Processing Status!!Revenue_Forecast_Processing_Status__c
-!!Schedule Status!!Schedule_Status__c
#!!Schedule Status!!Schedule_Visual__c
-!!Scheduled Backlog Calculated Date!!Scheduled_Backlog_Calculated_Date__c
-!!Scheduled Backlog End Date!!Scheduled_Backlog_End_Date__c
-!!Scheduled Hours Remaining!!Scheduled_Hours_Remaining__c
-!!Scheduled Milestone!!Scheduled_Milestone__c
-!!Scheduled Time!!Scheduled_Time__c
-!!Scope Status!!Scope_Status__c
#!!Scope Status!!Scope_Visual__c
#!!Send to Third-Party Expenses Application!!Send_to_Third_Party_Expenses_Application__c
-!!Services Billing Time Period Type!!Services_Billing_Time_Period_Type__c
-!!Share with Project Manager!!Share_with_Project_Manager__c
-!!Share with Project Team!!Share_with_Project_Resources__c
-!!Stage!!Stage__c
-!!Start Date!!Start_Date__c
-!!Sync with Jira!!Sync_With_Jira__c
#!!Tasks Total Percent Complete (Points)!!Tasks_Total_Percent_Complete_Points__c
-!!Tasks Total Points!!Tasks_Total_Points__c
-!!Tasks Total Points Complete!!Tasks_Total_Points_Complete__c
-!!Template!!Is_Template__c
-!!Time Credited!!Time_Credited__c
-!!Time Excluded!!Time_Excluded__c
-!!Time Logged in Days!!Time_Logged_In_Days__c
-!!Time Zone!!Time_Zone__c
-!!Total Assigned Hours!!Total_Assigned_Hours__c
#!!Total Costs!!Total_Costs__c
-!!Total Number of Tasks!!Total_Number_of_Tasks__c
-!!Total Projected Revenue From Assignments!!Total_Projected_Revenue_From_Assignments__c
-!!Total Submitted Hours!!Total_Submitted_Hours__c
-!!Unscheduled Backlog!!Unscheduled_Backlog__c
-!!Variance at Completion!!Variance_at_Completion__c
-!!Variance from Plan!!Variance_From_Plan__c
-!!Work Calendar!!Work_Calendar__c
+ Project_Planner_Practice()
+ Copy_From_Template()
+ Project_Planner_Region()
+ Apply_Rate_Card_Discount()
+ Create_Change_Request()
+ Project_Planner()
+ View_Unfilled_Resource_Requests()
+ Share_Project()
+ Run_Revenue_Forecast()
+ Create_Project_Version()
+ Project_Planner_Group()
+ Create_Project()
+ Project_Gantt()
+ Project_Billing()
+ Create_Project_From_Template()
+ Manage_Project_Tasks()
+ Gantt()
+ Manage_Resource_Replacement()
Project_Actuals__c
Project Actuals
+!!Project Actuals For!!Name
-!!Billable Hours (External)!!Billable_External_Hours__c
-!!Billable Hours (Internal)!!Billable_Internal_Hours__c
-!!Billed!!Billed__c
-!!Billings!!Billings__c
-!!Bookings!!Bookings__c
-!!Credited Hours!!Credited_Non_Billable_Internal_Hours__c
#!!End Date!!End_Date__c
-!!Excluded Hours!!Excluded_Hours__c
-!!Expense Budget!!Expense_Budget__c
-!!Expense Costs!!Expense_Costs__c
-!!External Costs!!External_Costs__c
#!!Has Difference in Verification!!Has_Difference_In_Verification__c
-!!Individual Billable Hours (External)!!NRV_Billable_External_Hours__c
-!!Individual Billable Hours (Internal)!!NRV_Billable_Internal_Hours__c
-!!Individual Billed!!NRV_Billed__c
-!!Individual Billings!!NRV_Billings__c
-!!Individual Bookings!!NRV_Bookings__c
-!!Individual Credited Hours!!NRV_Credited_Non_Billable_Internal_Hours__c
#!!Individual Difference in Verification!!NRV_Has_Difference_In_Verification__c
-!!Individual Excluded Hours!!NRV_Excluded_Hours__c
-!!Individual Expense Budget!!NRV_Expense_Budget__c
-!!Individual Expense Costs!!NRV_Expense_Costs__c
-!!Individual External Costs!!NRV_External_Costs__c
-!!Individual Internal Budget!!NRV_Internal_Budget__c
-!!Individual Internal Costs!!NRV_Internal_Costs__c
-!!Individual Invoiced!!NRV_Invoiced__c
#!!Individual Margin!!NRV_Margin__c
-!!Individual Non-Billable Hours (External)!!NRV_Non_Billable_External_Hours__c
-!!Individual Non-Billable Hours (Internal)!!NRV_Non_Billable_Internal_Hours__c
-!!Individual Other Costs!!NRV_Other_Costs__c
-!!Individual Pass-Through Billings!!NRV_Pass_Through_Billings__c
-!!Individual Pre-Billed!!NRV_Pre_Billed__c
-!!Individual Revenue!!NRV_Revenue__c
#!!Individual Total Costs!!NRV_Total_Costs__c
-!!Internal Budget!!Internal_Budget__c
-!!Internal Costs!!Internal_Costs__c
-!!Invoiced!!Invoiced__c
-!!Is Verification!!Is_Verification__c
#!!Margin!!Margin__c
-!!Non-Billable Hours (External)!!Non_Billable_External_Hours__c
-!!Non-Billable Hours (Internal)!!Non_Billable_Internal_Hours__c
-!!Other Costs!!Other_Costs__c
-!!Pass-Through Billings!!Pass_Through_Billings__c
-!!Pre-Billed!!Pre_Billed__c
-!!Project!!Project__c
#!!Project Manager!!Project_Manager__c
-!!Revenue!!Revenue__c
-!!Scheduled Backlog Calculated Date!!Scheduled_Backlog_Calculated_Date__c
-!!Scheduled Milestone!!Scheduled_Milestone__c
-!!Scheduled Time!!Scheduled_Time__c
#!!Start Date!!Start_Date__c
-!!Time Period!!Time_Period__c
#!!Time Period Type!!Time_Period_Type__c
#!!Total Costs!!Total_Costs__c
-!!Unique Name!!Unique_Name__c
-!!Unscheduled Backlog!!Unscheduled_Backlog__c
-!!Verified By!!Verified_By__c
Project_Actuals__c->Proj__c
Project_Location__c
Project Location
+!!Project Location Name!!Name
-!!Description!!Description__c
-!!End Date!!End_Date__c
-!!Project!!Project__c
-!!Source Project Location!!Source_Project_Location__c
-!!Start Date!!Start_Date__c
Project_Location__c->Proj__c
Project_Phase__c->Proj__c
Project_Methodology__c->Proj__c
Project_Source__c
Project Source
+!!Name!!Name
-!!Action!!Action__c
-!!Project!!Project__c
-!!Source!!Source__c
-!!Status!!Status__c
Project_Source__c->Proj__c
Assignment__c->Proj__c
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