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