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
Utilization__c
Utilization
-Assignment Batch Size
-Assignment_Batch_Size__c
Assignment_Batch_Size__c
-Batch Deletion Cut-Off Point
-Batch_Deletion_Cutoff__c
Batch_Deletion_Cutoff__c
-Calculate Cross Products
-Calculate_Cross_Products__c
Calculate_Cross_Products__c
-Calculate Held Resource Request Time
-Calculate_Held_Resource_Request_Time__c
Calculate_Held_Resource_Request_Time__c
-Calculate Summary By Role
-Calculate_Summary_By_Role__c
Calculate_Summary_By_Role__c
-Calculate Unheld Resource Request Time
-Calculate_Unheld_Resource_Request_Time__c
Calculate_Unheld_Resource_Request_Time__c
-Custom Filters for Unheld RR Utilization
-CustomFiltersforUnheldRRUtilization__c
CustomFiltersforUnheldRRUtilization__c
-Default Opportunity Probability
-Default_Opportunity_Probability__c
Default_Opportunity_Probability__c
-Deletion Batch Size
-Deletion_Batch_Size__c
Deletion_Batch_Size__c
-Deletion Child Record Batch Size
-Deletion_Child_Record_Batch_Size__c
Deletion_Child_Record_Batch_Size__c
-DEPRECATED: Use Utilization Calculation
-Use_Utilization_Calculation__c
Use_Utilization_Calculation__c
-Disable Legacy Utilization
-Disable_Legacy_Utilization__c
Disable_Legacy_Utilization__c
-Historical UTE Work Cal Start Day
-Historical_UTE_Work_Cal_Start_Day__c
Historical_UTE_Work_Cal_Start_Day__c
-Minimum Opportunity Probability
-Minimum_Opportunity_Probability__c
Minimum_Opportunity_Probability__c
-Resource Batch Size
-Resource_Batch_Size__c
Resource_Batch_Size__c
-Resource Request Batch Size
-Resource_Request_Batch_Size__c
Resource_Request_Batch_Size__c
-Target Utilization Approach
-Target_Utilization_Approach__c
Target_Utilization_Approach__c
-Timecard Batch Size
-Timecard_Batch_Size__c
Timecard_Batch_Size__c
-Timecard Statuses
-Timecard_Statuses__c
Timecard_Statuses__c
-Uncheck Master Based On Type/Parent
-Uncheck_Master_Based_On_Time_Parent__c
Uncheck_Master_Based_On_Time_Parent__c
-Use Start Date and Last Date on Resource
-Use_Last_Date_on_Resource__c
Use_Last_Date_on_Resource__c
-Use Utilization Engine
-Use_Utilization_Engine__c
Use_Utilization_Engine__c
-Use Utilization Engine for Shift Mgmt
-Use_Utilization_Engine_TOD__c
Use_Utilization_Engine_TOD__c
-Utilization Eng Max Range Shift Mgmt
-Utilization_Engine_Max_Range_TOD__c
Utilization_Engine_Max_Range_TOD__c
-Utilization Eng Start Range Shift Mgmt
-Utilization_Engine_Start_Range_TOD__c
Utilization_Engine_Start_Range_TOD__c
-Utilization Engine Batch Size
-Utilization_Engine_Batch_Size__c
Utilization_Engine_Batch_Size__c
-Utilization Engine Max Range
-Utilization_Engine_Max_Range__c
Utilization_Engine_Max_Range__c
-Utilization Engine Start Range
-Utilization_Engine_Start_Range__c
Utilization_Engine_Start_Range__c
Utilization_Calculation__c
Utilization Calculation
+Utilization Calculation Name
+Name
Name
-Batch Id
-Batch_Id__c
Batch_Id__c
-Batch Id Unheld Calc
-Batch_Id_Unheld_Calc__c
Batch_Id_Unheld_Calc__c
-Calculate Historical Utilization
-Calculate_Historical_Utilization__c
Calculate_Historical_Utilization__c
-Calculate Scheduled Utilization
-Calculate_Scheduled_Utilization__c
Calculate_Scheduled_Utilization__c
-Default Opportunity Probability
-Default_Opportunity_Probability__c
Default_Opportunity_Probability__c
-Delete Prior Calculation
-Delete_Prior_Calculation__c
Delete_Prior_Calculation__c
-Deleted Date
-Deleted_Date__c
Deleted_Date__c
-Error Details
-Error_Details__c
Error_Details__c
-Excluded Roles
-Excluded_Roles__c
Excluded_Roles__c
-Group
-Group__c
Group__c
-Historical Utilization Cut-Off Date
-Historical_Utilization_Cut_Off_Date__c
Historical_Utilization_Cut_Off_Date__c
-Historical Utilization End Date
-Historical_Utilization_End_Date__c
Historical_Utilization_End_Date__c
-Historical Utilization Start Date
-Historical_Utilization_Start_Date__c
Historical_Utilization_Start_Date__c
-Include Sublevels
-Include_Sublevels__c
Include_Sublevels__c
-Include Sublevels in Subtotals
-Include_Sublevels_in_Subtotals__c
Include_Sublevels_in_Subtotals__c
-Is Report Master
-Is_Report_Master__c
Is_Report_Master__c
-Minimum Opportunity Probability
-Minimum_Opportunity_Probability__c
Minimum_Opportunity_Probability__c
-Practice
-Practice__c
Practice__c
-Region
-Region__c
Region__c
-Resource
-Resource__c
Resource__c
-Scheduled Utilization End Date
-Scheduled_Utilization_End_Date__c
Scheduled_Utilization_End_Date__c
-Scheduled Utilization Start Date
-Scheduled_Utilization_Start_Date__c
Scheduled_Utilization_Start_Date__c
-Status
-Status__c
Status__c
-Subtotal by Group
-Subtotal_by_Group__c
Subtotal_by_Group__c
-Subtotal by Practice
-Subtotal_by_Practice__c
Subtotal_by_Practice__c
-Subtotal by Region
-Subtotal_by_Region__c
Subtotal_by_Region__c
-Time Period
-Time_Period__c
Time_Period__c
-Time Period Types
-Time_Period_Types__c
Time_Period_Types__c
-Type
-Type__c
Type__c
+ Calculate_Utilization()
Time_Period__c
Time Period
Utilization_Calculation__c->Time_Period__c
Contact
Contact
Utilization_Calculation__c->Contact
Utilization_Detail__c
Utilization Detail
+Utilization Detail Id
+Name
Name
-Group
-Group__c
Group__c
-Historical Billable Hours
-Historical_Billable_Hours__c
Historical_Billable_Hours__c
-Historical Calendar Hours
-Historical_Calendar_Hours__c
Historical_Calendar_Hours__c
-Historical Credited Hours
-Historical_Credited_Hours__c
Historical_Credited_Hours__c
-Historical End Date
-Historical_End_Date__c
Historical_End_Date__c
-Historical Excluded Hours
-Historical_Excluded_Hours__c
Historical_Excluded_Hours__c
-Historical Non-Billable Hours
-Historical_Non_Billable_Hours__c
Historical_Non_Billable_Hours__c
-Historical Scheduled Billable Hours
-Hist_Sch_Billable_Hours__c
Hist_Sch_Billable_Hours__c
-Historical Scheduled Credited Hours
-Hist_Sch_Credited_Hours__c
Hist_Sch_Credited_Hours__c
-Historical Scheduled Excluded Hours
-Hist_Sch_Excluded_Hours__c
Hist_Sch_Excluded_Hours__c
-Historical Scheduled Held Hours
-Hist_Sch_Held_Hours__c
Hist_Sch_Held_Hours__c
-Historical Scheduled Non-Billable Hours
-Hist_Sch_Non_Billable_Hours__c
Hist_Sch_Non_Billable_Hours__c
-Historical Start Date
-Historical_Start_Date__c
Historical_Start_Date__c
#Historical Utilization
#Historical_Utilization__c
Historical_Utilization__c
#Historical Utilization (Billable Only)
#Historical_Utilization_Billable_Only__c
Historical_Utilization_Billable_Only__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
#Is Report Master
#Is_Report_Master__c
Is_Report_Master__c
-Practice
-Practice__c
Practice__c
-Region
-Region__c
Region__c
-Resource
-Resource__c
Resource__c
-Scheduled Billable Hours
-Scheduled_Billable_Hours__c
Scheduled_Billable_Hours__c
-Scheduled Calendar Hours
-Scheduled_Calendar_Hours__c
Scheduled_Calendar_Hours__c
-Scheduled Credited Hours
-Scheduled_Credited_Hours__c
Scheduled_Credited_Hours__c
-Scheduled End Date
-Scheduled_End_Date__c
Scheduled_End_Date__c
-Scheduled Excluded Hours
-Scheduled_Excluded_Hours__c
Scheduled_Excluded_Hours__c
-Scheduled Held Hours
-Scheduled_Held_Hours__c
Scheduled_Held_Hours__c
-Scheduled Non-Billable Hours
-Scheduled_Non_Billable_Hours__c
Scheduled_Non_Billable_Hours__c
-Scheduled Start Date
-Scheduled_Start_Date__c
Scheduled_Start_Date__c
#Scheduled Utilization
#Scheduled_Utilization__c
Scheduled_Utilization__c
#Scheduled Utilization (Billable Only)
#Scheduled_Utilization_Billable_Only__c
Scheduled_Utilization_Billable_Only__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
-Template Key
-Template_Key__c
Template_Key__c
-Time Period
-Time_Period__c
Time_Period__c
-Time Period Type
-Time_Period_Type__c
Time_Period_Type__c
#Total Utilization
#Total_Utilization__c
Total_Utilization__c
#Total Utilization (Billable Only)
#Total_Utilization_Billable_Only__c
Total_Utilization_Billable_Only__c
-Type
-Type__c
Type__c
-Utilization Calculation
-Utilization_Calculation__c
Utilization_Calculation__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_Detail__c->Utilization_Calculation__c
Utilization_Detail__c->Time_Period__c
Utilization_Detail__c->Contact
Utilization_Engine__c
Utilization Engine
+Utilization Engine Name
+Name
Name
--1-31
-data_1_1__c
data_1_1__c
-Month 1-12
-data_1__c
data_1__c
-month 1-14 day total
-data_month_1_14ds__c
data_month_1_14ds__c
-month 1-21 day total
-data_month_1_21ds__c
data_month_1_21ds__c
-month 1-28 day total
-data_month_1_28ds__c
data_month_1_28ds__c
-month 1-7 day total
-data_month_1_7ds__c
data_month_1_7ds__c
-month 10-14 day total
-data_month_10_14ds__c
data_month_10_14ds__c
-month 10-21 day total
-data_month_10_21ds__c
data_month_10_21ds__c
-month 10-28 day total
-data_month_10_28ds__c
data_month_10_28ds__c
-month 10-7 day total
-data_month_10_7ds__c
data_month_10_7ds__c
-month 11-14 day total
-data_month_11_14ds__c
data_month_11_14ds__c
-month 11-21 day total
-data_month_11_21ds__c
data_month_11_21ds__c
-month 11-28 day total
-data_month_11_28ds__c
data_month_11_28ds__c
-month 11-7 day total
-data_month_11_7ds__c
data_month_11_7ds__c
-month 12-14 day total
-data_month_12_14ds__c
data_month_12_14ds__c
-month 12-21 day total
-data_month_12_21ds__c
data_month_12_21ds__c
-month 12-28 day total
-data_month_12_28ds__c
data_month_12_28ds__c
-month 12-7 day total
-data_month_12_7ds__c
data_month_12_7ds__c
-month 2-14 day total
-data_month_2_14ds__c
data_month_2_14ds__c
-month 2-21 day total
-data_month_2_21ds__c
data_month_2_21ds__c
-month 2-28 day total
-data_month_2_28ds__c
data_month_2_28ds__c
-month 2-7 day total
-data_month_2_7ds__c
data_month_2_7ds__c
-month 3-14 day total
-data_month_3_14ds__c
data_month_3_14ds__c
-month 3-21 day total
-data_month_3_21ds__c
data_month_3_21ds__c
-month 3-28 day total
-data_month_3_28ds__c
data_month_3_28ds__c
-month 3-7 day total
-data_month_3_7ds__c
data_month_3_7ds__c
-month 4-14 day total
-data_month_4_14ds__c
data_month_4_14ds__c
-month 4-21 day total
-data_month_4_21ds__c
data_month_4_21ds__c
-month 4-28 day total
-data_month_4_28ds__c
data_month_4_28ds__c
-month 4-7 day total
-data_month_4_7ds__c
data_month_4_7ds__c
-month 5-14 day total
-data_month_5_14ds__c
data_month_5_14ds__c
-month 5-21 day total
-data_month_5_21ds__c
data_month_5_21ds__c
-month 5-28 day total
-data_month_5_28ds__c
data_month_5_28ds__c
-month 5-7 day total
-data_month_5_7ds__c
data_month_5_7ds__c
-month 6-14 day total
-data_month_6_14ds__c
data_month_6_14ds__c
-month 6-21 day total
-data_month_6_21ds__c
data_month_6_21ds__c
-month 6-28 day total
-data_month_6_28ds__c
data_month_6_28ds__c
-month 6-7 day total
-data_month_6_7ds__c
data_month_6_7ds__c
-month 7-14 day total
-data_month_7_14ds__c
data_month_7_14ds__c
-month 7-21 day total
-data_month_7_21ds__c
data_month_7_21ds__c
-month 7-28 day total
-data_month_7_28ds__c
data_month_7_28ds__c
-month 7-7 day total
-data_month_7_7ds__c
data_month_7_7ds__c
-month 8-14 day total
-data_month_8_14ds__c
data_month_8_14ds__c
-month 8-21 day total
-data_month_8_21ds__c
data_month_8_21ds__c
-month 8-28 day total
-data_month_8_28ds__c
data_month_8_28ds__c
-month 8-7 day total
-data_month_8_7ds__c
data_month_8_7ds__c
-month 9-14 day total
-data_month_9_14ds__c
data_month_9_14ds__c
-month 9-21 day total
-data_month_9_21ds__c
data_month_9_21ds__c
-month 9-28 day total
-data_month_9_28ds__c
data_month_9_28ds__c
-month 9-7 day total
-data_month_9_7ds__c
data_month_9_7ds__c
-Period
-Period__c
Period__c
-Resource
-Resource__c
Resource__c
-Type
-Type__c
Type__c
-Year
-data__c
data__c
Utilization_Engine__c->Contact
Utilization_Summary__c
Utilization Summary
+Utilization Summary Name
+Name
Name
-Actual Billable Hours
-Actual_Billable_Hours__c
Actual_Billable_Hours__c
-Actual Credited Hours
-Actual_Credited_Hours__c
Actual_Credited_Hours__c
-Actual Excluded Hours
-Actual_Excluded_Hours__c
Actual_Excluded_Hours__c
-Actual Non-Billable Hours
-Actual_Non_Billable_Hours__c
Actual_Non_Billable_Hours__c
-Assigned Billable Hours
-Assigned_Billable_Hours__c
Assigned_Billable_Hours__c
-Assigned Credited Hours
-Assigned_Credited_Hours__c
Assigned_Credited_Hours__c
-Assigned Excluded Hours
-Assigned_Excluded_Hours__c
Assigned_Excluded_Hours__c
-Assigned Non-Billable Hours
-Assigned_Non_Billable_Hours__c
Assigned_Non_Billable_Hours__c
-Calendar Hours
-Calendar_Hours__c
Calendar_Hours__c
-Group
-Group__c
Group__c
-Held Hours
-Held_Hours__c
Held_Hours__c
-Held Hours Opp Pct Weighted
-Held_Hours_Opp_Pct_Weighted__c
Held_Hours_Opp_Pct_Weighted__c
-Practice
-Practice__c
Practice__c
-Region
-Region__c
Region__c
#Remaining Capacity
#Remaining_Capacity__c
Remaining_Capacity__c
-Resource Role
-Resource_Role__c
Resource_Role__c
-Target Hours
-Target_Hours__c
Target_Hours__c
-Template Key
-Template_Key__c
Template_Key__c
-Time Period
-Time_Period__c
Time_Period__c
#Total Hours
#Total_Hours__c
Total_Hours__c
#Total Hours Opp Pct Weighted
#Total_Hours_Opp_Pct_Weighted__c
Total_Hours_Opp_Pct_Weighted__c
-Type
-Type__c
Type__c
-Unheld Hours
-Unheld_Hours__c
Unheld_Hours__c
-Unheld Hours Opp Pct Weighted
-Unheld_Hours_Opp_Pct_Weighted__c
Unheld_Hours_Opp_Pct_Weighted__c
-Utilization Calculation
-Utilization_Calculation__c
Utilization_Calculation__c
Utilization_Summary__c->Utilization_Calculation__c
Utilization_Summary__c->Time_Period__c
Contact->Time_Period__c
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