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
Portfolio
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 Deliverables
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
Portfolio__c
Portfolio
+!!Portfolio Name!!Name
-!!Filter Type!!Filter_Type__c
-!!Number of Filtersets!!Filter_Set_Count__c
-!!Portfolio Description!!Portfolio_Description__c
Portfolio_Item__c
Portfolio Item
+!!Portfolio Item Name!!Name
-!!Excluded from portfolio!!Project_Is_Excluded__c
-!!Filter Set!!Filter_Set__c
-!!Portfolio!!Portfolio__c
-!!Project!!Project__c
Portfolio_Item__c->Portfolio__c
Proj__c
Project
Portfolio_Item__c->Proj__c
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