Professional Services Automation Object Model Diagrams
G Estimate__c Estimate +!!Estimate Name!!Name -!!Account!!Account__c -!!Added to Opportunity!!Is_Pushed_To_Opportunity__c -!!Amount!!Amount__c -!!Apply Discount to Cost Contingency!!Apply_Discount_To_Cost_Contingency__c -!!Approval Status!!Approval_Status__c -!!Average Hourly Bill Rate!!Average_Hourly_Bill_Rate__c -!!Bill Amount (Independent Records)!!Bill_Amount_Independent_Records__c -!!Billable Contingency Amnt (Ind Records)!!Billable_Contingency_Amnt_Ind_Records__c -!!Billable Expense Amount (Ind Records)!!Billable_Expense_Amount_Ind_Records__c -!!Billing Type!!Billing_Type__c -!!Cost!!Cost__c -!!Cost Amount (Independent Records)!!Cost_Amount_Independent_Records__c -!!Cost Contingency!!Cost_Contingency__c -!!DEP: Vendor Line Items Bill Amount!!Vendor_Line_Item_Total_Bill_Amount__c -!!DEP: Vendor Line Items Cost Amount!!Vendor_Line_Item_Total_Cost_Amount__c -!!DEPRECATED: Apply Discount to Expense!!Apply_Discount_To_Expense__c -!!Description!!Description__c #!!Discount (%)!!Percent_Discount__c -!!Discount (Amount)!!Discount__c #!!Duration (Days)!!Duration__c #!!Duration (Weeks)!!Duration_Weeks__c -!!End Date!!End_Date__c -!!Global Discount (%)!!Percent_Global_Discount__c #!!Global Discount (Amount)!!Global_Discount__c -!!Group!!Group__c -!!Independent Line Set Billing Type!!Independent_Line_Set_Billing_Type__c -!!Independent Line Set Fixed Price Mgn (%)!!Independent_Line_Set_FP_Margin_Percent__c -!!Locked!!Is_Locked__c #!!Margin (%)!!Percent_Margin__c #!!Margin (Amount)!!Margin__c #!!Net Amount!!Net_Amount__c -!!Net Bill Amount (Independent Records)!!Net_Bill_Amount_Independent_Records__c -!!Non-Billable Expenses (Ind Records)!!Non_Billable_Expenses_Ind_Records__c -!!Opportunity!!Opportunity__c -!!Opportunity Product!!Opportunity_Line_Item__c -!!Practice!!Practice__c -!!Primary!!Is_Primary__c -!!Product!!Product__c -!!Project!!Project__c -!!Region!!Region__c -!!Role Request Uplift (%)!!Role_Request_Uplift_Percentage__c -!!Role Request Uplift Cutoff Date!!Role_Request_Uplift_Cut_Off_Date__c -!!Scoping Session!!Scoping_Session__c -!!Stage!!Stage_Name__c -!!Start Date!!Start_Date__c #!!State!!State__c -!!Template!!Is_Template__c -!!Total Bill Amount of Vendor Line Items!!Total_Vendor_Line_Item_Bill_Amount__c -!!Total Billable Contingency Amount!!Total_Billable_Contingency_Amount__c -!!Total Billable Expenses!!Expense__c -!!Total Cost Amount of Vendor Line Items!!Total_Vendor_Line_Item_Cost_Amount__c -!!Total Hours!!Total_Hours__c -!!Total Non-Billable Expenses!!Total_Non_Billable_Expenses__c -!!Use Work Calendars for Scheduling!!Use_Work_Calendars_For_Scheduling__c -!!Vendor Line Item Bill Amnt (Ind Records)!!Vendor_Line_Item_Bill_Amnt_Ind_Records__c -!!Vendor Line Item Cost Amnt (Ind Records)!!Vendor_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__c -!!Total Vendor Line Item Bill Amount!!Total_Vendor_Line_Item_Bill_Amount__c Estimate__c->OpportunityLineItem Scoping_Session__c Scoping Session +!!Scoping Session Name!!Name -!!Description!!Description__c -!!Estimate!!Estimate__c -!!Opportunity!!Opportunity__c Estimate__c->Scoping_Session__c Estimated_Expense__c Estimated Expense +!!Estimated Expense Number!!Name -!!Amount!!Amount__c -!!Estimate!!Estimate__c -!!Estimate Product!!Estimate_Product_Instance__c -!!Estimated Expense Name!!Estimated_Expense_Name__c -!!Non-Billable!!Non_Billable__c -!!Opportunity!!Opportunity__c -!!Source Estimated Expense!!Source_Estimated_Expense__c -!!Type!!Type__c Estimated_Expense__c->Estimate__c Estimate_Product_Instance__c Estimate Product Instance +!!Estimate Product Instance Name!!Name -!!Added to Opportunity!!Is_Pushed_To_Opportunity__c -!!Bill Amount!!Bill_Amount__c -!!Bill Amount (Estimate Currency)!!Bill_Amount_Estimate_Currency__c -!!Billable Expense Amount!!Billable_Expense_Amount__c -!!Billable Expense Amount (Estimate Curr)!!Billable_Expense_Amount_Estimate_Curr__c -!!Billing Type!!Billing_Type__c -!!Cost Amount!!Cost_Amount__c -!!Cost Amount (Estimate Currency)!!Cost_Amount_Estimate_Currency__c -!!Description!!Description__c -!!Discount (%)!!Percent_Discount__c -!!End Date!!End_Date__c -!!Estimate!!Estimate__c -!!Estimate Product!!Estimate_Product__c -!!Fixed Price Margin (%)!!Fixed_Price_Margin_Percent__c -!!Hours Multiplier!!Hours_Multiplier__c -!!Net Bill Amount!!Net_Bill_Amount__c -!!Net Bill Amount (Estimate Currency)!!Net_Bill_Amount_Estimate_Currency__c -!!Opportunity Product!!Opportunity_Line_Item__c -!!Peer Order!!Order__c -!!Processing Records!!Is_Processing__c -!!Project!!Project__c -!!Scoping Session Estimate Product!!Scoping_Session_Estimate_Product__c -!!Start Date!!Start_Date__c -!!Total Billable Contingency Amount!!Total_Billable_Contingency_Amount__c -!!Total Non-Billable Expenses!!Total_Non_Billable_Expenses__c -!!Total Non-Billable Expenses (Est Curr)!!Total_Non_Billable_Expenses_Est_Curr__c -!!Vendor Line Item Bill Amount (Est Curr)!!Vendor_Line_Item_Bill_Amount_Est_Curr__c -!!Vendor Line Item Cost Amount (Est Curr)!!Vendor_Line_Item_Cost_Amount_Est_Curr__c -!!Vendor Line Item Total Bill Amount!!Vendor_Line_Item_Total_Bill_Amount__c -!!Vendor Line Item Total Cost Amount!!Vendor_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!!Name -!!Billing Type!!Billing_Type__c -!!Create Milestone!!Create_Milestone__c -!!Discount (%)!!Percent_Discount__c -!!End Date!!End_Date__c -!!Estimate!!Estimate__c -!!Estimate Product!!Estimate_Product__c -!!Fixed Price Margin (%)!!Fixed_Price_Margin_Percent__c -!!Milestone!!Milestone__c -!!Net Bill Amount!!Net_Bill_Amount__c -!!Peer Order!!Order__c -!!Source Line Set!!Source_Line_Set__c -!!Start Date!!Start_Date__c Estimate_Line_Set__c->Estimate__c Estimate_Line_Set__c->Estimate_Product_Instance__c Estimate_Phase__c Estimate Phase +!!Estimate Phase Name!!Name -!!End Date!!End_Date__c -!!Estimate!!Estimate__c -!!Estimate Phase Type!!Estimate_Phase_Type__c -!!Start Date!!Start_Date__c Estimate_Phase__c->Estimate__c Estimate_Phase_Type__c Estimate Phase Type +!!Estimate Phase Type Name!!Name -!!Active!!Active__c -!!Color!!Color__c Estimate_Phase__c->Estimate_Phase_Type__c Estimate_Product__c Estimate Product +!!Estimate Product Name!!Name -!!Active!!Is_Active__c -!!Default Billing Type!!Default_Billing_Type__c -!!Default Fixed Price Margin (%)!!Default_Fixed_Price_Margin_Percent__c -!!Description!!Description__c -!!Product!!Product__c Estimate_Product_Instance__c->Estimate__c Estimate_Product_Instance__c->Estimate_Product__c Estimate_Product_Instance__c->OpportunityLineItem Scoping_Session_Estimate_Product__c Scoping Session Estimate Product +!!Scoping Session Estimate Product Name!!Name -!!Display Order!!Display_Order__c -!!Estimate Product!!Estimate_Product__c -!!Scoping Requirement Set!!Scoping_Requirement_Set__c -!!Scoping Session!!Scoping_Session__c Estimate_Product_Instance__c->Scoping_Session_Estimate_Product__c Estimate_Product_Item__c Estimate Product Item +!!Estimate Product Item Name!!Name -!!Estimate!!Estimate__c -!!Estimate Product!!Estimate_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!!Name #!!Actual Cost Rate!!Actual_Cost_Rate__c -!!Average Cost Rate!!Average_Cost_Rate__c -!!Bill Amount!!Amount__c -!!Bill Rate Override!!Bill_Rate_Override__c -!!Calculate Hours by Percentage!!Is_Hours_Calculated__c -!!Cost Amount!!Cost_Amount__c -!!Cost Rate Override!!Cost_Rate_Override__c -!!Discount (%)!!Percent_Discount__c -!!End Date!!End_Date__c -!!Estimate!!Estimate__c -!!Estimate Line Set!!Estimate_Line_Set__c -!!Estimate Product!!Estimate_Product__c -!!Estimate Task!!Estimate_Task__c -!!External Resource!!External_Resource__c -!!Group!!Group__c -!!Hours!!Hours__c #!!Margin (%)!!Percent_Margin__c #!!Margin (Amount)!!Margin__c #!!Net Bill Amount!!Net_Amount__c -!!Original Hours!!Original_Hours__c -!!Peer Order!!Order__c -!!Percent Allocation for Calculated Hours!!Percent_Allocation_for_Calculated_Hours__c -!!Practice!!Practice__c -!!Pushed Schedule Out of Sync!!Is_Pushed_Schedule_Out_of_Sync__c -!!Rate Card!!Rate_Card__c -!!Region!!Region__c #!!Requested Bill Rate!!Requested_Bill_Rate__c -!!Resource Request!!Resource_Request__c -!!Resource Role!!Resource_Role__c -!!Role for Calculated Hours!!Role_for_Calculated_Hours__c -!!Schedule!!Schedule__c -!!Source Estimate!!Source_Estimate__c -!!Source Role Request!!Source_Role_Request__c -!!Start Date!!Start_Date__c -!!Suggested Bill Rate!!Suggested_Bill_Rate__c -!!Suggested Resource!!Suggested_Resource__c #!!Total Discount!!Total_Discount__c -!!Work Calendar!!Work_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!!Name -!!Bill Amount!!Bill_Amount__c -!!Cost Amount!!Cost_Amount__c -!!Cumulative Task Discount (%)!!Cumulative_Task_Discount__c -!!Discount (%)!!Percent_Discount__c -!!End Date!!End_Date__c -!!Estimate!!Estimate__c -!!Estimate Line Set!!Estimate_Line_Set__c -!!Estimate Product!!Estimate_Product__c -!!Hours!!Hours__c -!!Margin!!Margin__c -!!Net Bill Amount!!Net_Bill_Amount__c -!!Parent Estimate Task!!Parent_Estimate_Task__c -!!Peer Order!!Order__c -!!Source Estimate!!Source_Estimate__c -!!Source Estimate Task!!Source_Estimate_Task__c -!!Start Date!!Start_Date__c -!!Top-Level Parent Estimate Task!!Top_Level_Parent_Estimate_Task__c Estimate_Role_Request__c->Estimate_Task__c pse__Resource_Request__c pse__Resource_Request__c -!!Estimate!!Estimate__c -!!Role Request Schedule!!Role_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!!Name -!!Estimate Role Request!!Estimate_Role_Request__c -!!Minimum Rating!!Minimum_Rating__c -!!Skill / Certification!!Skill_Certification__c -!!Source Role Skill Request!!Source_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!!Name -!!Estimate!!Estimate__c -!!Override Date!!Override_Date__c -!!Time Period!!Time_Period__c Estimate_Time_Period_Override__c->Estimate__c Estimate_Vendor_Line_Item__c Estimate Vendor Line Item +!!Estimate Vendor Line Item Name!!Name -!!Bill Amount!!Bill_Amount__c -!!Billing Date!!Billing_Date__c -!!Cost Amount!!Cost_Amount__c -!!Create Milestone!!Create_Milestone__c -!!Description!!Description__c -!!Estimate!!Estimate__c -!!Estimate Product!!Estimate_Product_Instance__c #!!Margin (%)!!Margin_Percent__c -!!Milestone!!Milestone__c -!!Opportunity!!Opportunity__c -!!Source Vendor Line Item!!Source_Vendor_Line_Item__c -!!Vendor Account!!Account__c -!!Vendor Billing Date!!Vendor_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__c -!!Source Estimate!!Source_Estimate__c -!!Source Estimate Product Instance!!Source_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!!Name -!!Action Type!!Action_Type__c -!!Field Value!!Field_Value__c -!!Flow!!Flow__c -!!Modify Field Value Operator!!Modify_Field_Value_Operator__c -!!Run Order!!Run_Order__c -!!Scoping Requirement Response!!Scoping_Requirement_Response__c -!!Target Field!!Target_Field__c -!!Target Object!!Target_Object__c Scoping_Requirement_Response__c Scoping Requirement Response +!!Scoping Requirement Response Name!!Name -!!Default Response!!Is_Default_Selected_Response__c -!!Display Order!!Display_Order__c -!!Response Type!!Response_Type__c -!!Scoping Requirement!!Scoping_Requirement__c -!!Scoping Requirement Response Body!!Scoping_Requirement_Response_Body__c -!!Target Field!!Target_Field__c -!!Target Object!!Target_Object__c Scoping_Action__c->Scoping_Requirement_Response__c Scoping_Action_Condition__c Scoping Action Condition +!!Scoping Action Condition Name!!Name -!!Field!!Field__c -!!Filter Value!!Filter_Value__c -!!Operator!!Operator__c -!!Scoping Action!!Scoping_Action__c Scoping_Action_Condition__c->Scoping_Action__c Scoping_Requirement__c Scoping Requirement +!!Scoping Requirement Name!!Name -!!Display and Run Order!!Display_And_Run_Order__c -!!Scoping Requirement Body!!Scoping_Requirement_Body__c -!!Scoping Requirement Set!!Scoping_Requirement_Set__c -!!Section!!Section__c Scoping_Requirement_Set__c Scoping Requirement Set +!!Scoping Requirement Set Name!!Name -!!Active!!Is_Active__c -!!Description!!Description__c -!!Estimate Product!!Estimate_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!!Name -!!Notes!!Notes__c -!!Scoping Requirement!!Scoping_Requirement__c -!!Scoping Requirement Response!!Scoping_Requirement_Response__c -!!Scoping Requirement Response Value!!Scoping_Requirement_Response_Value__c -!!Scoping Session Estimate Product!!Scoping_Session_Estimate_Product__c Scoping_Requirement_Result__c->Scoping_Requirement__c Scoping_Requirement_Result__c->Scoping_Requirement_Response__c Scoping_Requirement_Result__c->Scoping_Session_Estimate_Product__c Scoping_Requirement_Set__c->Estimate_Product__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
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