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 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
Services_Credits_Allocation__c
Services Credits Allocation
+!!Services Credits Allocation Name!!Name
-!!Account!!Account__c
-!!Allocation Type!!Allocation_Type__c
-!!Amount Paid for Credits!!Amount_Paid_for_Credits__c
-!!Amount Paid for Credits Number!!Amount_Paid_for_Credits_Number__c
-!!Internal Value of Credits!!Internal_Value_of_Credits__c
-!!Internal Value of Credits Number!!Internal_Value_of_Credits_Number__c
-!!Milestone!!Milestone__c
-!!Services Credits Allocated!!Services_Credits_Allocated__c
Account
Account
Services_Credits_Allocation__c->Account
Services_Credits_Consumption__c
Services Credits Consumption
+!!Services Credits Consumption Name!!Name
-!!Account!!Account__c
#!!Amount Paid for Credits!!Amount_Paid_for_Credits__c
#!!Amount Paid for Credits Number!!Amount_Paid_for_Credits_Number__c
-!!Amount Paid per Credit!!Amount_Paid_per_Credit__c
-!!Amount Paid per Credit Number!!Amount_Paid_per_Credit_Number__c
-!!Consumption Type!!Consumption_Type__c
#!!Internal Value of Credits!!Internal_Value_of_Credits__c
#!!Internal Value of Credits Number!!Internal_Value_of_Credits_Number__c
-!!Internal Value per Credit!!Internal_Value_per_Credit__c
-!!Internal Value per Credit Number!!Internal_Value_per_Credit_Number__c
-!!Services Credits Allocation!!Services_Credits_Allocation__c
-!!Services Credits Consumed!!Services_Credits_Consumed__c
-!!Services Credits Customer Purchase!!Services_Credits_Purchase__c
Services_Credits_Consumption__c->Services_Credits_Allocation__c
Services_Credits_Purchase__c
Services Credits Customer Purchase
+!!Services Credits Customer Purchase Name!!Name
-!!Account!!Account__c
-!!Amount Paid per Credit!!Amount_Paid_per_Credit__c
-!!Amount Paid per Credit Number!!Amount_Paid_per_Credit_Number__c
-!!Description!!Description__c
-!!Expiry Date!!Expiry_Date__c
-!!Internal Value per Credit!!Internal_Value_per_Credit__c
-!!Internal Value per Credit Number!!Internal_Value_per_Credit_Number__c
-!!Number of Services Credits!!Number_of_Services_Credits__c
-!!Services Credits Allocated!!Credits_Allocated__c
#!!Services Credits Available!!Credits_Available__c
-!!Services Credits Expired!!Credits_Expired__c
-!!Start Date!!Start_Date__c
Services_Credits_Consumption__c->Services_Credits_Purchase__c
Services_Credits_Consumption__c->Account
Services_Credits_Purchase__c->Account
Services_Credits_Settings__c
Services Credits Settings
-!!Allocate Credits with Past Expiry Date!!Allocate_Credits_With_Past_Expiry_Date__c
-!!Milestone Status: No Allocation Required!!Milestone_Status_No_Allocation_Required__c
Milestone__c
Milestone
Milestone__c->Services_Credits_Allocation__c
Milestone__c->Account
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