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
Monthly Availabilities
Permission Controls
Planner Filters
Portfolio
Practices
Project Tasks
Project Versions
Projects
RAID
Regions
Resource (Contact)
Resource Actuals
Resource Requests
Revenue Recognition Forecast Versioning
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
Timecard_Adjustment__c
Timecard Adjustment
+!!Timecard Adjustment Name!!Name
-!!Adjustment Reason!!Adjustment_Reason__c
-!!New Timecard!!New_Timecard__c
-!!Original Timecard!!Original_Timecard__c
Timecard_Header__c
Timecard
+!!Timecard Id!!Name
-!!Additional Notes!!Additional_Notes__c
-!!Admin Global Edit!!Admin_Global_Edit__c
-!!Approved!!Approved__c
-!!Approver!!Approver__c
-!!Assignment!!Assignment__c
-!!Audit Notes!!Audit_Notes__c
-!!Audit Notes History!!Audit_Notes_History__c
-!!Bill Rate!!Bill_Rate__c
-!!Bill Rate Defaulted from Milestone!!Bill_Rate_Defaulted_from_Milestone__c
-!!Bill Rate is Daily Rate!!Daily_Bill_Rate__c
-!!Billable!!Billable__c
-!!Billed!!Billed__c
#!!Cost Rate!!Cost_Rate__c
-!!Cost Rate Amount!!Cost_Rate_Amount__c
-!!Cost Rate Currency Code!!Cost_Rate_Currency_Code__c
-!!Cost Rate Exchange Rate!!Cost_Rate_Exchange_Rate__c
-!!Cost Rate is Daily Rate!!Daily_Cost_Rate__c
-!!Dated Bill Rates Apply!!Dated_Bill_Rates_Apply__c
-!!Days Worked Override!!Days_Worked_Override__c
-!!Disable Approval Auto Submit!!Disable_Approval_Auto_Submit__c
-!!End Date!!End_Date__c
-!!Errors!!Errors__c
-!!Estimated Time To Completion!!Estimated_Time_To_Completion__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!Exclude from Daily Maximum!!Exclude_from_Daily_Maximum__c
-!!Exclude from Utilization!!Exclude_From_Utilization__c
-!!External Resource!!External_Resource__c
-!!Friday Bill Rate!!Friday_Bill_Rate__c
-!!Friday Days!!Friday_Days__c
-!!Friday Hours!!Friday_Hours__c
-!!Friday Notes!!Friday_Notes__c
#!!Hours To Days Rule (Assignment)!!Hours_To_Days_Rule_Assignment__c
#!!Hours To Days Rule (Project)!!Hours_To_Days_Rule_Project__c
-!!Include In Financials!!Include_In_Financials__c
-!!Invoiced!!Invoiced__c
-!!Location - Friday!!Location_Fri__c
-!!Location - Monday!!Location_Mon__c
-!!Location - Saturday!!Location_Sat__c
-!!Location - Sunday!!Location_Sun__c
-!!Location - Thursday!!Location_Thu__c
-!!Location - Tuesday!!Location_Tue__c
-!!Location - Wednesday!!Location_Wed__c
-!!Milestone!!Milestone__c
-!!Monday Bill Rate!!Monday_Bill_Rate__c
-!!Monday Days!!Monday_Days__c
-!!Monday Hours!!Monday_Hours__c
-!!Monday Notes!!Monday_Notes__c
-!!Override Cost Group!!Override_Cost_Group__c
-!!Override Cost Practice!!Override_Cost_Practice__c
-!!Override Cost Region!!Override_Cost_Region__c
-!!Override Revenue Group!!Override_Revenue_Group__c
-!!Override Revenue Practice!!Override_Revenue_Practice__c
-!!Override Revenue Region!!Override_Revenue_Region__c
-!!Primary Location!!Primary_Location__c
-!!Primary Project Location!!Primary_Project_Location__c
-!!Project!!Project__c
-!!Project Exchange Rate!!Project_Exchange_Rate__c
-!!Project Location - Friday!!Project_Location_Fri__c
-!!Project Location - Monday!!Project_Location_Mon__c
-!!Project Location - Saturday!!Project_Location_Sat__c
-!!Project Location - Sunday!!Project_Location_Sun__c
-!!Project Location - Thursday!!Project_Location_Thu__c
-!!Project Location - Tuesday!!Project_Location_Tue__c
-!!Project Location - Wednesday!!Project_Location_Wed__c
-!!Project Methodology!!Project_Methodology_Object__c
-!!Project Methodology!!Project_Methodology__c
-!!Project Phase!!Project_Phase_Object__c
-!!Project Phase!!Project_Phase__c
-!!Project Task Hours!!Project_Task_Hours__c
-!!Resource!!Resource__c
-!!Saturday Bill Rate!!Saturday_Bill_Rate__c
-!!Saturday Days!!Saturday_Days__c
-!!Saturday Hours!!Saturday_Hours__c
-!!Saturday Notes!!Saturday_Notes__c
-!!Start Date!!Start_Date__c
-!!Status!!Status__c
-!!Submitted!!Submitted__c
-!!Summed Total Billable Amount!!Summed_Total_Billable_Amount__c
-!!Sunday Bill Rate!!Sunday_Bill_Rate__c
-!!Sunday Days!!Sunday_Days__c
-!!Sunday Hours!!Sunday_Hours__c
-!!Sunday Notes!!Sunday_Notes__c
-!!Thursday Bill Rate!!Thursday_Bill_Rate__c
-!!Thursday Days!!Thursday_Days__c
-!!Thursday Hours!!Thursday_Hours__c
-!!Thursday Notes!!Thursday_Notes__c
-!!Time Credited!!Time_Credited__c
-!!Time Excluded!!Time_Excluded__c
-!!Time Logged in Days!!Time_Logged_In_Days__c
-!!Time Logged with Start And End Time!!Time_Logged_With_Start_And_End_Time__c
-!!Timecard Notes!!Timecard_Notes__c
-!!Timecard UI Save/Submit Needed!!Timecard_UI_Save_Submit_Needed__c
-!!Timer Session!!Timer_Session__c
#!!Total Billable Amount!!Total_Billable_Amount__c
#!!Total Cost!!Total_Cost__c
#!!Total Days Worked!!Total_Days_Worked__c
-!!Total Days Worked Advanced!!Total_Days_Worked_Advanced__c
#!!Total Hours!!Total_Hours__c
-!!Travel - Friday!!Travel_Fri__c
-!!Travel - Monday!!Travel_Mon__c
-!!Travel - Saturday!!Travel_Sat__c
-!!Travel - Sunday!!Travel_Sun__c
-!!Travel - Thursday!!Travel_Thu__c
-!!Travel - Tuesday!!Travel_Tue__c
-!!Travel - Wednesday!!Travel_Wed__c
#!!Travel Week!!Travel_Week__c
-!!Tuesday Bill Rate!!Tuesday_Bill_Rate__c
-!!Tuesday Days!!Tuesday_Days__c
-!!Tuesday Hours!!Tuesday_Hours__c
-!!Tuesday Notes!!Tuesday_Notes__c
-!!Wednesday Bill Rate!!Wednesday_Bill_Rate__c
-!!Wednesday Days!!Wednesday_Days__c
-!!Wednesday Hours!!Wednesday_Hours__c
-!!Wednesday Notes!!Wednesday_Notes__c
+ Admin_Edit()
+ Clear_Billing_Data()
+ edit_in_time_entry()
+ Time_Entry()
Timecard_Adjustment__c->Timecard_Header__c
Est_Vs_Actuals__c
Est Vs Actuals
+!!Est Vs Actuals Name!!Name
#!!Actual Average Bill Rate!!Actual_Average_Bill_Rate__c
-!!Actual Billable Amount!!Actual_Billable_Amount__c
-!!Actual Days!!Actual_Days__c
-!!Actual Days (Aggregated)!!Actual_Days_Aggregated__c
-!!Actual Days Subtotal!!Actual_Days_Subtotal__c
-!!Actual Hours!!Actual_Hours__c
-!!Actual Hours Subtotal!!Actual_Hours_Subtotal__c
-!!Assignment!!Assignment__c
#!!Days Percent Variance!!Days_Percent_Variance__c
#!!Days Variance!!Days_Variance__c
-!!End Date!!End_Date__c
-!!Estimated Days!!Estimated_Days__c
-!!Estimated Hours!!Estimated_Hours__c
#!!Hours Percent Variance!!Percent_Variance__c
#!!Hours Variance!!Variance__c
-!!Project!!Project__c
-!!Project Currency Exchange Rate!!Project_Currency_Exchange_Rate__c
-!!Project Manager!!Project_Manager__c
-!!Requested Billable Amount!!Requested_Billable_Amount__c
-!!Resource!!Resource__c
-!!Resource Request!!Resource_Request__c
-!!Resource Request Bill Rate!!Resource_Request_Bill_Rate__c
-!!Resource Request Days!!Resource_Request_Days__c
-!!Resource Request Hours!!Resource_Request_Hours__c
#!!Scheduled Bill Rate!!Scheduled_Bill_Rate__c
#!!Scheduled Bill Rate is Daily Rate!!Scheduled_Bill_Rate_is_Daily_Rate__c
-!!Scheduled Billable Amount!!Scheduled_Billable_Amount__c
-!!Start Date!!Start_Date__c
-!!Time Period!!Time_Period__c
-!!Time Period Type!!Time_Period_Type__c
-!!Timecards Submitted!!Timecards_Submitted__c
-!!Unique Name!!Unique_Name__c
Proj__c
Project
Est_Vs_Actuals__c->Proj__c
Assignment__c
Assignment
Est_Vs_Actuals__c->Assignment__c
Missing_Timecard__c
Missing Timecard
+!!Missing Timecard Name!!Name
-!!Date Timecard Entered!!Date_Timecard_Entered__c
-!!Include Sublevels!!Include_Sublevels__c
-!!Missing Timecard Calculation!!Missing_Timecard_Calculation__c
-!!Resource!!Resource__c
-!!Week End Date!!End_Date__c
-!!Week Start Date!!Start_Date__c
+ Schedule_Missing_Timecard()
Timecard__c
Timecard Split
+!!Timecard Split Id!!Name
-!!Approved!!Approved__c
-!!Approved for Billing!!Approved_for_Billing__c
-!!Approved for Vendor Payment!!Approved_for_Vendor_Payment__c
-!!Assignment!!Assignment__c
#!!Average Bill Rate!!Weighted_Average_Bill_Rate__c
-!!Bill Date!!Bill_Date__c
-!!Bill Transaction!!Bill_Transaction__c
-!!Billable!!Billable__c
-!!Billed!!Billed__c
#!!Billing Event!!Billing_Event__c
#!!Billing Event Invoiced!!Billing_Event_Invoiced__c
-!!Billing Event Item!!Billing_Event_Item__c
#!!Billing Event Released!!Billing_Event_Released__c
#!!Billing Event Status!!Billing_Event_Status__c
-!!Billing Hold!!Billing_Hold__c
-!!Budget Allocation!!Budget_Allocation__c
#!!Cost Rate Currency Code!!Cost_Rate_Currency_Code__c
-!!Cost Rate Exchange Rate!!Cost_Rate_Exchange_Rate__c
-!!Cost Transaction!!Cost_Transaction__c
-!!DEPRECATED: Synchronous Update Required!!Synchronous_Update_Required__c
#!!Duplicate Total Billable Amount!!Duplicate_Total_Billable_Amount__c
#!!Eligible for Billing!!Eligible_for_Billing__c
-!!End Date!!End_Date__c
-!!Est Vs Actuals!!Est_Vs_Actuals__c
-!!Estimated Time To Completion!!Estimated_Time_To_Completion__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!External Resource!!External_Resource__c
-!!Friday Bill Rate!!Friday_Bill_Rate__c
-!!Friday Hours!!Friday_Hours__c
-!!Friday Notes!!Friday_Notes__c
-!!Include In Financials!!Include_In_Financials__c
-!!Invoice Date!!Invoice_Date__c
-!!Invoice Number!!Invoice_Number__c
-!!Invoice Transaction!!Invoice_Transaction__c
-!!Invoiced!!Invoiced__c
-!!Location - Fri!!Location_Fri__c
-!!Location - Mon!!Location_Mon__c
-!!Location - Sat!!Location_Sat__c
-!!Location - Sun!!Location_Sun__c
-!!Location - Thu!!Location_Thu__c
-!!Location - Tue!!Location_Tue__c
-!!Location - Wed!!Location_Wed__c
-!!Milestone!!Milestone__c
-!!Monday Bill Rate!!Monday_Bill_Rate__c
-!!Monday Hours!!Monday_Hours__c
-!!Monday Notes!!Monday_Notes__c
-!!Override Cost Group!!Override_Cost_Group__c
-!!Override Cost Group Currency Code!!Override_Cost_Group_Currency_Code__c
-!!Override Cost Practice!!Override_Cost_Practice__c
-!!Override Cost Practice Currency Code!!Override_Cost_Practice_Currency_Code__c
-!!Override Cost Region!!Override_Cost_Region__c
-!!Override Cost Region Currency Code!!Override_Cost_Region_Currency_Code__c
-!!Override Revenue Group!!Override_Revenue_Group__c
-!!Override Revenue Group Currency Code!!Override_Revenue_Group_Currency_Code__c
-!!Override Revenue Practice!!Override_Revenue_Practice__c
-!!Override Revenue Practice Currency Code!!Override_Revenue_Practice_Currency_Code__c
-!!Override Revenue Region!!Override_Revenue_Region__c
-!!Override Revenue Region Currency Code!!Override_Revenue_Region_Currency_Code__c
-!!Project!!Project__c
-!!Project Exchange Rate!!Project_Exchange_Rate__c
-!!Recognition Method!!Recognition_Method__c
-!!Resource!!Resource__c
-!!Revenue Transaction!!Revenue_Transaction__c
-!!Saturday Bill Rate!!Saturday_Bill_Rate__c
-!!Saturday Hours!!Saturday_Hours__c
-!!Saturday Notes!!Saturday_Notes__c
-!!Start Date!!Start_Date__c
-!!Status!!Status__c
-!!Submitted!!Submitted__c
-!!Sunday Bill Rate!!Sunday_Bill_Rate__c
-!!Sunday Hours!!Sunday_Hours__c
-!!Sunday Notes!!Sunday_Notes__c
-!!Thursday Bill Rate!!Thursday_Bill_Rate__c
-!!Thursday Hours!!Thursday_Hours__c
-!!Thursday Notes!!Thursday_Notes__c
-!!Time Credited!!Time_Credited__c
-!!Time Excluded!!Time_Excluded__c
-!!Time Transaction!!Time_Transaction__c
-!!Timecard Header!!Timecard_Header__c
-!!Timecard Notes!!Timecard_Notes__c
-!!Total Billable Amount!!Total_Billable_Amount__c
-!!Total Cost!!Total_Cost__c
-!!Total Days Worked!!Total_Days_Worked__c
-!!Total Hours!!Total_Hours__c
-!!Travel - Fri!!Travel_Fri__c
-!!Travel - Mon!!Travel_Mon__c
-!!Travel - Sat!!Travel_Sat__c
-!!Travel - Sun!!Travel_Sun__c
-!!Travel - Thu!!Travel_Thu__c
-!!Travel - Tue!!Travel_Tue__c
-!!Travel - Wed!!Travel_Wed__c
#!!Travel?!!Travel__c
-!!Tuesday Bill Rate!!Tuesday_Bill_Rate__c
-!!Tuesday Hours!!Tuesday_Hours__c
-!!Tuesday Notes!!Tuesday_Notes__c
-!!Vendor Invoice Item!!Vendor_Invoice_Item__c
-!!Wednesday Bill Rate!!Wednesday_Bill_Rate__c
-!!Wednesday Hours!!Wednesday_Hours__c
-!!Wednesday Notes!!Wednesday_Notes__c
+ Clear_Billing_Data()
Timecard__c->Est_Vs_Actuals__c
Timecard__c->Timecard_Header__c
Timecard__c->Proj__c
Timecard__c->Assignment__c
Budget_Allocation__c
Budget Allocation
Timecard__c->Budget_Allocation__c
Time_Date__c
Time Date
+!!Time Date Name!!Name
-!!Date!!Date__c
#!!Day Of Week!!Day_Of_Week__c
-!!Hours!!Hours__c
-!!Timecard!!Timecard__c
Time_Date__c->Timecard_Header__c
Timecard_Header__c->Proj__c
Timecard_Header__c->Assignment__c
Assignment__c->Proj__c
Assignment__c->Budget_Allocation__c
Budget_Allocation__c->Proj__c
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