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 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
Account
Account
-!!Add BEIs To Existing Batches!!Add_BEIs_To_Existing_Batches__c
-!!Foundations Worker Correlation!!ERP_Worker_Correlation_Id__c
-!!Services Billing Time Period Type!!Services_Billing_Time_Period_Type__c
+ Account_Billing()
Opportunity
Opportunity
-!!DEPRECATED: Pre-Billed Amount!!PreBilledAmount__c
-!!Forecast Curve!!Forecast_Curve__c
-!!Group!!Group__c
-!!Is Change Request!!Is_Change_Request__c
-!!Is Services Opportunity!!Is_Services_Opportunity__c
-!!Parent Opportunity!!Parent_Opportunity__c
-!!Practice!!Practice__c
-!!Pre-Billed Amount!!Pre_Billed_Amount__c
-!!Primary Project!!Primary_Project__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
-!!Region!!Region__c
#!!Services Attached % From Products!!Services_Attached_Percent_From_Products__c
-!!Services Attached From Products!!Services_Attached_From_Products__c
+ Apply_Rate_Card_Discount()
+ Create_Change_Request()
+ Run_Revenue_Forecast()
+ Create_Project()
OpportunityLineItem
OpportunityLineItem
-!!Added to Project!!Added_To_Project__c
-!!Is Services Product Line!!IsServicesProductLine__c
Product2
Product2
-!!Forecast Curve!!Forecast_Curve__c
-!!Is Services Product!!IsServicesProduct__c
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