Professional Services Automation Object Model Diagrams
G Estimate__c Estimate +Estimate Name+NameName -Account-Account__cAccount__c -Added to Opportunity-Is_Pushed_To_Opportunity__cIs_Pushed_To_Opportunity__c -Amount-Amount__cAmount__c -Apply Discount to Cost Contingency-Apply_Discount_To_Cost_Contingency__cApply_Discount_To_Cost_Contingency__c -Approval Status-Approval_Status__cApproval_Status__c -Average Hourly Bill Rate-Average_Hourly_Bill_Rate__cAverage_Hourly_Bill_Rate__c -Bill Amount (Independent Records)-Bill_Amount_Independent_Records__cBill_Amount_Independent_Records__c -Billable Expense Amount (Ind Records)-Billable_Expense_Amount_Ind_Records__cBillable_Expense_Amount_Ind_Records__c -Billing Type-Billing_Type__cBilling_Type__c -Cost-Cost__cCost__c -Cost Amount (Independent Records)-Cost_Amount_Independent_Records__cCost_Amount_Independent_Records__c -Cost Contingency-Cost_Contingency__cCost_Contingency__c -DEP: Vendor Line Items Bill Amount-Vendor_Line_Item_Total_Bill_Amount__cVendor_Line_Item_Total_Bill_Amount__c -DEP: Vendor Line Items Cost Amount-Vendor_Line_Item_Total_Cost_Amount__cVendor_Line_Item_Total_Cost_Amount__c -DEPRECATED: Apply Discount to Expense-Apply_Discount_To_Expense__cApply_Discount_To_Expense__c -Description-Description__cDescription__c #Discount (%)#Percent_Discount__cPercent_Discount__c -Discount (Amount)-Discount__cDiscount__c #Duration (Days)#Duration__cDuration__c #Duration (Weeks)#Duration_Weeks__cDuration_Weeks__c -End Date-End_Date__cEnd_Date__c -Global Discount (%)-Percent_Global_Discount__cPercent_Global_Discount__c #Global Discount (Amount)#Global_Discount__cGlobal_Discount__c -Group-Group__cGroup__c -Independent Line Set Billing Type-Independent_Line_Set_Billing_Type__cIndependent_Line_Set_Billing_Type__c -Independent Line Set Fixed Price Mgn (%)-Independent_Line_Set_FP_Margin_Percent__cIndependent_Line_Set_FP_Margin_Percent__c -Locked-Is_Locked__cIs_Locked__c #Margin (%)#Percent_Margin__cPercent_Margin__c #Margin (Amount)#Margin__cMargin__c #Net Amount#Net_Amount__cNet_Amount__c -Net Bill Amount (Independent Records)-Net_Bill_Amount_Independent_Records__cNet_Bill_Amount_Independent_Records__c -Non-Billable Expenses (Ind Records)-Non_Billable_Expenses_Ind_Records__cNon_Billable_Expenses_Ind_Records__c -Opportunity-Opportunity__cOpportunity__c -Opportunity Product-Opportunity_Line_Item__cOpportunity_Line_Item__c -Practice-Practice__cPractice__c -Primary-Is_Primary__cIs_Primary__c -Product-Product__cProduct__c -Project-Project__cProject__c -Region-Region__cRegion__c -Role Request Uplift (%)-Role_Request_Uplift_Percentage__cRole_Request_Uplift_Percentage__c -Role Request Uplift Cutoff Date-Role_Request_Uplift_Cut_Off_Date__cRole_Request_Uplift_Cut_Off_Date__c -Stage-Stage_Name__cStage_Name__c -Start Date-Start_Date__cStart_Date__c #State#State__cState__c -Template-Is_Template__cIs_Template__c -Total Bill Amount of Vendor Line Items-Total_Vendor_Line_Item_Bill_Amount__cTotal_Vendor_Line_Item_Bill_Amount__c -Total Billable Expenses-Expense__cExpense__c -Total Cost Amount of Vendor Line Items-Total_Vendor_Line_Item_Cost_Amount__cTotal_Vendor_Line_Item_Cost_Amount__c -Total Hours-Total_Hours__cTotal_Hours__c -Total Non-Billable Expenses-Total_Non_Billable_Expenses__cTotal_Non_Billable_Expenses__c -Vendor Line Item Bill Amnt (Ind Records)-Vendor_Line_Item_Bill_Amnt_Ind_Records__cVendor_Line_Item_Bill_Amnt_Ind_Records__c -Vendor Line Item Cost Amnt (Ind Records)-Vendor_Line_Item_Cost_Amnt_Ind_Records__cVendor_Line_Item_Cost_Amnt_Ind_Records__c + Generate_Document() Opportunity Opportunity Estimate__c->Opportunity OpportunityLineItem OpportunityLineItem -Total Estimated Expenses Billable Amount-Total_Estimated_Expense_Amount__cTotal_Estimated_Expense_Amount__c -Total Vendor Line Item Bill Amount-Total_Vendor_Line_Item_Bill_Amount__cTotal_Vendor_Line_Item_Bill_Amount__c Estimate__c->OpportunityLineItem Estimated_Expense__c Estimated Expense +Estimated Expense Number+NameName -Amount-Amount__cAmount__c -Estimate-Estimate__cEstimate__c -Estimate Product-Estimate_Product_Instance__cEstimate_Product_Instance__c -Estimated Expense Name-Estimated_Expense_Name__cEstimated_Expense_Name__c -Non-Billable-Non_Billable__cNon_Billable__c -Opportunity-Opportunity__cOpportunity__c -Source Estimated Expense-Source_Estimated_Expense__cSource_Estimated_Expense__c -Type-Type__cType__c Estimated_Expense__c->Estimate__c Estimate_Product_Instance__c Estimate Product Instance +Estimate Product Instance Name+NameName -Added to Opportunity-Is_Pushed_To_Opportunity__cIs_Pushed_To_Opportunity__c -Bill Amount-Bill_Amount__cBill_Amount__c -Bill Amount (Estimate Currency)-Bill_Amount_Estimate_Currency__cBill_Amount_Estimate_Currency__c -Billable Expense Amount-Billable_Expense_Amount__cBillable_Expense_Amount__c -Billable Expense Amount (Estimate Curr)-Billable_Expense_Amount_Estimate_Curr__cBillable_Expense_Amount_Estimate_Curr__c -Billing Type-Billing_Type__cBilling_Type__c -Cost Amount-Cost_Amount__cCost_Amount__c -Cost Amount (Estimate Currency)-Cost_Amount_Estimate_Currency__cCost_Amount_Estimate_Currency__c -Description-Description__cDescription__c -Discount (%)-Percent_Discount__cPercent_Discount__c -End Date-End_Date__cEnd_Date__c -Estimate-Estimate__cEstimate__c -Estimate Product-Estimate_Product__cEstimate_Product__c -Fixed Price Margin (%)-Fixed_Price_Margin_Percent__cFixed_Price_Margin_Percent__c -Net Bill Amount-Net_Bill_Amount__cNet_Bill_Amount__c -Net Bill Amount (Estimate Currency)-Net_Bill_Amount_Estimate_Currency__cNet_Bill_Amount_Estimate_Currency__c -Opportunity Product-Opportunity_Line_Item__cOpportunity_Line_Item__c -Peer Order-Order__cOrder__c -Processing Records-Is_Processing__cIs_Processing__c -Project-Project__cProject__c -Start Date-Start_Date__cStart_Date__c -Total Non-Billable Expenses-Total_Non_Billable_Expenses__cTotal_Non_Billable_Expenses__c -Total Non-Billable Expenses (Est Curr)-Total_Non_Billable_Expenses_Est_Curr__cTotal_Non_Billable_Expenses_Est_Curr__c -Vendor Line Item Bill Amount (Est Curr)-Vendor_Line_Item_Bill_Amount_Est_Curr__cVendor_Line_Item_Bill_Amount_Est_Curr__c -Vendor Line Item Cost Amount (Est Curr)-Vendor_Line_Item_Cost_Amount_Est_Curr__cVendor_Line_Item_Cost_Amount_Est_Curr__c -Vendor Line Item Total Bill Amount-Vendor_Line_Item_Total_Bill_Amount__cVendor_Line_Item_Total_Bill_Amount__c -Vendor Line Item Total Cost Amount-Vendor_Line_Item_Total_Cost_Amount__cVendor_Line_Item_Total_Cost_Amount__c Estimated_Expense__c->Estimate_Product_Instance__c Estimated_Expense__c->Opportunity Estimate_Line_Set__c Estimate Line Set +Estimate Line Set Name+NameName -Billing Type-Billing_Type__cBilling_Type__c -Create Milestone-Create_Milestone__cCreate_Milestone__c -Discount (%)-Percent_Discount__cPercent_Discount__c -End Date-End_Date__cEnd_Date__c -Estimate-Estimate__cEstimate__c -Estimate Product-Estimate_Product__cEstimate_Product__c -Fixed Price Margin (%)-Fixed_Price_Margin_Percent__cFixed_Price_Margin_Percent__c -Milestone-Milestone__cMilestone__c -Net Bill Amount-Net_Bill_Amount__cNet_Bill_Amount__c -Peer Order-Order__cOrder__c -Source Line Set-Source_Line_Set__cSource_Line_Set__c -Start Date-Start_Date__cStart_Date__c Estimate_Line_Set__c->Estimate__c Estimate_Line_Set__c->Estimate_Product_Instance__c Estimate_Phase__c Estimate Phase +Estimate Phase Name+NameName -End Date-End_Date__cEnd_Date__c -Estimate-Estimate__cEstimate__c -Estimate Phase Type-Estimate_Phase_Type__cEstimate_Phase_Type__c -Start Date-Start_Date__cStart_Date__c Estimate_Phase__c->Estimate__c Estimate_Phase_Type__c Estimate Phase Type +Estimate Phase Type Name+NameName -Active-Active__cActive__c -Color-Color__cColor__c Estimate_Phase__c->Estimate_Phase_Type__c Estimate_Product__c Estimate Product +Estimate Product Name+NameName -Active-Is_Active__cIs_Active__c -Default Billing Type-Default_Billing_Type__cDefault_Billing_Type__c -Default Fixed Price Margin (%)-Default_Fixed_Price_Margin_Percent__cDefault_Fixed_Price_Margin_Percent__c -Description-Description__cDescription__c -Product-Product__cProduct__c Estimate_Product_Instance__c->Estimate__c Estimate_Product_Instance__c->Estimate_Product__c Estimate_Product_Instance__c->OpportunityLineItem Estimate_Product_Item__c Estimate Product Item +Estimate Product Item Name+NameName -Estimate-Estimate__cEstimate__c -Estimate Product-Estimate_Product__cEstimate_Product__c Estimate_Product_Item__c->Estimate__c Estimate_Product_Item__c->Estimate_Product__c Estimate_Role_Request__c Estimate Role Request +Estimate Role Request Name+NameName #Actual Cost Rate#Actual_Cost_Rate__cActual_Cost_Rate__c -Average Cost Rate-Average_Cost_Rate__cAverage_Cost_Rate__c -Bill Amount-Amount__cAmount__c -Bill Rate Override-Bill_Rate_Override__cBill_Rate_Override__c -Calculate Hours by Percentage-Is_Hours_Calculated__cIs_Hours_Calculated__c -Cost Amount-Cost_Amount__cCost_Amount__c -Cost Rate Override-Cost_Rate_Override__cCost_Rate_Override__c -Discount (%)-Percent_Discount__cPercent_Discount__c -End Date-End_Date__cEnd_Date__c -Estimate-Estimate__cEstimate__c -Estimate Line Set-Estimate_Line_Set__cEstimate_Line_Set__c -Estimate Product-Estimate_Product__cEstimate_Product__c -Estimate Task-Estimate_Task__cEstimate_Task__c -External Resource-External_Resource__cExternal_Resource__c -Group-Group__cGroup__c -Hours-Hours__cHours__c #Margin (%)#Percent_Margin__cPercent_Margin__c #Margin (Amount)#Margin__cMargin__c #Net Bill Amount#Net_Amount__cNet_Amount__c -Peer Order-Order__cOrder__c -Percent Allocation for Calculated Hours-Percent_Allocation_for_Calculated_Hours__cPercent_Allocation_for_Calculated_Hours__c -Practice-Practice__cPractice__c -Pushed Schedule Out of Sync-Is_Pushed_Schedule_Out_of_Sync__cIs_Pushed_Schedule_Out_of_Sync__c -Rate Card-Rate_Card__cRate_Card__c -Region-Region__cRegion__c #Requested Bill Rate#Requested_Bill_Rate__cRequested_Bill_Rate__c -Resource Request-Resource_Request__cResource_Request__c -Resource Role-Resource_Role__cResource_Role__c -Role for Calculated Hours-Role_for_Calculated_Hours__cRole_for_Calculated_Hours__c -Schedule-Schedule__cSchedule__c -Source Estimate-Source_Estimate__cSource_Estimate__c -Source Role Request-Source_Role_Request__cSource_Role_Request__c -Start Date-Start_Date__cStart_Date__c -Suggested Bill Rate-Suggested_Bill_Rate__cSuggested_Bill_Rate__c -Suggested Resource-Suggested_Resource__cSuggested_Resource__c #Total Discount#Total_Discount__cTotal_Discount__c -Work Calendar-Work_Calendar__cWork_Calendar__c Estimate_Role_Request__c->Estimate__c Estimate_Role_Request__c->Estimate_Line_Set__c Estimate_Role_Request__c->Estimate_Product_Instance__c Estimate_Task__c Estimate Task +Estimate Task Name+NameName -Bill Amount-Bill_Amount__cBill_Amount__c -Cost Amount-Cost_Amount__cCost_Amount__c -Cumulative Task Discount (%)-Cumulative_Task_Discount__cCumulative_Task_Discount__c -Discount (%)-Percent_Discount__cPercent_Discount__c -End Date-End_Date__cEnd_Date__c -Estimate-Estimate__cEstimate__c -Estimate Line Set-Estimate_Line_Set__cEstimate_Line_Set__c -Estimate Product-Estimate_Product__cEstimate_Product__c -Hours-Hours__cHours__c -Margin-Margin__cMargin__c -Net Bill Amount-Net_Bill_Amount__cNet_Bill_Amount__c -Parent Estimate Task-Parent_Estimate_Task__cParent_Estimate_Task__c -Peer Order-Order__cOrder__c -Source Estimate-Source_Estimate__cSource_Estimate__c -Source Estimate Task-Source_Estimate_Task__cSource_Estimate_Task__c -Start Date-Start_Date__cStart_Date__c -Top-Level Parent Estimate Task-Top_Level_Parent_Estimate_Task__cTop_Level_Parent_Estimate_Task__c Estimate_Role_Request__c->Estimate_Task__c pse__Resource_Request__c pse__Resource_Request__c -Estimate-Estimate__cEstimate__c -Role Request Schedule-Role_Request_Schedule__cRole_Request_Schedule__c Estimate_Role_Request__c->pse__Resource_Request__c Estimate_Role_Skill_Request__c Estimate Role Skill Request +Estimate Role Skill Request Name+NameName -Estimate Role Request-Estimate_Role_Request__cEstimate_Role_Request__c -Minimum Rating-Minimum_Rating__cMinimum_Rating__c -Skill / Certification-Skill_Certification__cSkill_Certification__c -Source Role Skill Request-Source_Role_Skill_Request__cSource_Role_Skill_Request__c Estimate_Role_Skill_Request__c->Estimate_Role_Request__c Estimate_Task__c->Estimate__c Estimate_Task__c->Estimate_Line_Set__c Estimate_Task__c->Estimate_Product_Instance__c Estimate_Time_Period_Override__c Estimate Time Period Override +Estimate Time Period Override Name+NameName -Estimate-Estimate__cEstimate__c -Override Date-Override_Date__cOverride_Date__c -Time Period-Time_Period__cTime_Period__c Estimate_Time_Period_Override__c->Estimate__c Estimate_Vendor_Line_Item__c Estimate Vendor Line Item +Estimate Vendor Line Item Name+NameName -Bill Amount-Bill_Amount__cBill_Amount__c -Billing Date-Billing_Date__cBilling_Date__c -Cost Amount-Cost_Amount__cCost_Amount__c -Create Milestone-Create_Milestone__cCreate_Milestone__c -Description-Description__cDescription__c -Estimate-Estimate__cEstimate__c -Estimate Product-Estimate_Product_Instance__cEstimate_Product_Instance__c #Margin (%)#Margin_Percent__cMargin_Percent__c -Milestone-Milestone__cMilestone__c -Opportunity-Opportunity__cOpportunity__c -Source Vendor Line Item-Source_Vendor_Line_Item__cSource_Vendor_Line_Item__c -Vendor Account-Account__cAccount__c -Vendor Billing Date-Vendor_Billing_Date__cVendor_Billing_Date__c Estimate_Vendor_Line_Item__c->Estimate__c Estimate_Vendor_Line_Item__c->Estimate_Product_Instance__c Estimate_Vendor_Line_Item__c->Opportunity pse__Project_Source__c pse__Project_Source__c -Entire Estimate to Single Project-Entire_Estimate_to_Single_Project__cEntire_Estimate_to_Single_Project__c -Source Estimate-Source_Estimate__cSource_Estimate__c -Source Estimate Product Instance-Source_Estimate_Product_Instance__cSource_Estimate_Product_Instance__c pse__Project_Source__c->Estimate__c pse__Project_Source__c->Estimate_Product_Instance__c pse__Resource_Request__c->Estimate__c Scoping_Action__c Scoping Action +Scoping Action Name+NameName -Action Type-Action_Type__cAction_Type__c -Field Value-Field_Value__cField_Value__c -Flow-Flow__cFlow__c -Modify Field Value Operator-Modify_Field_Value_Operator__cModify_Field_Value_Operator__c -Run Order-Run_Order__cRun_Order__c -Scoping Requirement Response-Scoping_Requirement_Response__cScoping_Requirement_Response__c -Target Field-Target_Field__cTarget_Field__c -Target Object-Target_Object__cTarget_Object__c Scoping_Requirement_Response__c Scoping Requirement Response +Scoping Requirement Response Name+NameName -Default Response-Is_Default_Selected_Response__cIs_Default_Selected_Response__c -Display Order-Display_Order__cDisplay_Order__c -Scoping Requirement-Scoping_Requirement__cScoping_Requirement__c -Scoping Requirement Response Body-Scoping_Requirement_Response_Body__cScoping_Requirement_Response_Body__c Scoping_Action__c->Scoping_Requirement_Response__c Scoping_Action_Condition__c Scoping Action Condition +Scoping Action Condition Name+NameName -Field-Field__cField__c -Filter Value-Filter_Value__cFilter_Value__c -Operator-Operator__cOperator__c -Scoping Action-Scoping_Action__cScoping_Action__c Scoping_Action_Condition__c->Scoping_Action__c Scoping_Requirement__c Scoping Requirement +Scoping Requirement Name+NameName -Display and Run Order-Display_And_Run_Order__cDisplay_And_Run_Order__c -Scoping Requirement Body-Scoping_Requirement_Body__cScoping_Requirement_Body__c -Scoping Requirement Set-Scoping_Requirement_Set__cScoping_Requirement_Set__c Scoping_Requirement_Set__c Scoping Requirement Set +Scoping Requirement Set Name+NameName -Active-Is_Active__cIs_Active__c -Description-Description__cDescription__c -Estimate Product-Estimate_Product__cEstimate_Product__c Scoping_Requirement__c->Scoping_Requirement_Set__c Scoping_Requirement_Response__c->Scoping_Requirement__c Scoping_Requirement_Result__c Scoping Requirement Result +Scoping Requirement Result Name+NameName -Scoping Requirement-Scoping_Requirement__cScoping_Requirement__c -Scoping Requirement Response-Scoping_Requirement_Response__cScoping_Requirement_Response__c -Scoping Session Estimate Product-Scoping_Session_Estimate_Product__cScoping_Session_Estimate_Product__c Scoping_Requirement_Result__c->Scoping_Requirement__c Scoping_Requirement_Result__c->Scoping_Requirement_Response__c Scoping_Session_Estimate_Product__c Scoping Session Estimate Product +Scoping Session Estimate Product Name+NameName -Display Order-Display_Order__cDisplay_Order__c -Estimate Product-Estimate_Product__cEstimate_Product__c -Scoping Requirement Set-Scoping_Requirement_Set__cScoping_Requirement_Set__c -Scoping Session-Scoping_Session__cScoping_Session__c Scoping_Requirement_Result__c->Scoping_Session_Estimate_Product__c Scoping_Requirement_Set__c->Estimate_Product__c Scoping_Session__c Scoping Session +Scoping Session Name+NameName -Description-Description__cDescription__c -Estimate-Estimate__cEstimate__c -Opportunity-Opportunity__cOpportunity__c Scoping_Session__c->Estimate__c Scoping_Session__c->Opportunity Scoping_Session_Estimate_Product__c->Estimate_Product__c Scoping_Session_Estimate_Product__c->Scoping_Requirement_Set__c Scoping_Session_Estimate_Product__c->Scoping_Session__c
© Copyright 2009–2024 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.