PSA Object Model Diagrams
Home
Actuals
APIActualsService
Billing
APIBillingService
BillingEventsManager
Billing Events Integration
BillingDocumentService
Common
APICommonsService
Exceptions
APIException
Miscellaneous
MilestoneService
MultiCurrencyService
Objects
Assignment and Milestone
Backlog
Billing Batch
Billing Event Items
Billing Events
Budgets
Enhanced Forecasting Setup
Enhanced Services Forecasting
Expenses
Groups
Permission Controls
Planner Filters
Practices
Project Tasks
Project Versions
Projects
Regions
Resource (Contact)
Resource Actuals
Resource Requests
Revenue Recognition Forecast Versioning
Revenue Recognition Forecasting
Risks and Issues
Schedule and Rate Card
SF Objects
Skills
Teams
Time and Calendar
Time Variance
Timecard and Assignment Settings
Timecard API
Timecards
Transactions
Utilization
Utilization Analytics
Vendor Invoices
Project Versioning and Baselines
VersionConfigService
VersionService
Projects and Project Tasks
AddFromProjectTemplateService
CreateProjectFromTemplateService
SObjectCloneMapper
TaskManagementService
Resource Management
ResourceSearchService
Scheduling
AssignmentService
HoursToDaysRuleService
ScheduleService
SchedulingStrategyService
Services Forecasting
RevenueForecastScheduler
RevenueForecastService
RevenueForecastVersionService
Shift Management
TeamScheduleService
TeamScheduleTemplateService
Skills
SkillsService
Utilization Analytics
UtilizationAnalyticsService
G
Budget__c
Budget
+!!Budget Name!!Name
-!!Account!!Account__c
-!!Admin Global Edit!!Admin_Global_Edit__c
-!!Amount!!Amount__c
-!!Approved!!Approved__c
-!!Approved for Billing!!Approved_for_Billing__c
-!!Approver!!Approver__c
-!!Audit Notes!!Audit_Notes__c
-!!Bill Date!!Bill_Date__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 Header!!Budget_Header__c
-!!DEPRECATED: Pre-Billed Amount!!PreBilledAmount__c
-!!Description!!Description__c
-!!Effective Date!!Effective_Date__c
#!!Eligible for Billing!!Eligible_for_Billing__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!Expense Amount!!Expense_Amount__c
-!!Expense Transaction!!Expense_Transaction__c
-!!Include In Financials!!Include_In_Financials__c
-!!Invoice Date!!Invoice_Date__c
-!!Invoice Number!!Invoice_Number__c
-!!Invoiced!!Invoiced__c
-!!Opportunity!!Opportunity__c
-!!Override Project Group!!Override_Project_Group__c
#!!Override Project Group Currency Code!!Override_Project_Group_Currency_Code__c
-!!Override Project Practice!!Override_Project_Practice__c
#!!Override Project Practice Currency Code!!Override_Project_Practice_Currency_Code__c
-!!Override Project Region!!Override_Project_Region__c
#!!Override Project Region Currency Code!!Override_Project_Region_Currency_Code__c
-!!Pre-Billed Amount!!Pre_Billed_Amount__c
-!!Pre-Billed Transaction!!Pre_Billed_Transaction__c
-!!Project!!Project__c
-!!Status!!Status__c
#!!Total Amount!!Total_Amount__c
-!!Transaction!!Transaction__c
-!!Type!!Type__c
+ Clear_Billing_Data()
Budget_Header__c
Budget Header
+!!Budget Header Name!!Name
-!!Account!!Account__c
-!!Active!!Active__c
-!!Amount!!Amount__c
-!!Amount Consumed!!Amount_Consumed__c
-!!Amount Overrun Allowed!!Amount_Overrun_Allowed__c
-!!Amount Overrun Percentage!!Amount_Overrun_Percentage__c
#!!Amount Remaining!!Amount_Remaining__c
-!!Expense Amount!!Expense_Amount__c
-!!Expense Amount Consumed!!Expense_Amount_Consumed__c
-!!Expense Amount Overrun Allowed!!Expense_Amount_Overrun_Allowed__c
-!!Expense Amount Overrun Percentage!!Expense_Amount_Overrun_Percentage__c
#!!Expense Amount Remaining!!Expense_Amount_Remaining__c
#!!Maximum Consumable Total Amount!!Maximum_Consumable_Total_Amount__c
#!!Percent Total Amount Remaining!!Percent_Total_Amount_Remaining__c
-!!Project!!Project__c
#!!Total Amount!!Total_Amount__c
#!!Total Amount Consumed!!Total_Amount_Consumed__c
-!!Total Amount Overrun Allowed!!Total_Amount_Overrun_Allowed__c
-!!Total Amount Overrun Percentage!!Total_Amount_Overrun_Percentage__c
#!!Total Amount Remaining!!Total_Amount_Remaining__c
-!!Type!!Type__c
Budget__c->Budget_Header__c
Opportunity
Opportunity
-!!Batch Process!!BatchProcess__c
-!!DEPRECATED: Pre-Billed Amount!!PreBilledAmount__c
-!!Forecast Curve!!Forecast_Curve__c
-!!Group!!Group__c
-!!Is Change Request!!Is_Change_Request__c
-!!Is Services Opportunity!!Is_Services_Opportunity__c
-!!Parent Opportunity!!Parent_Opportunity__c
-!!Practice!!Practice__c
-!!Pre-Billed Amount!!Pre_Billed_Amount__c
-!!Primary Project!!Primary_Project__c
-!!Rate Card Discount Limit!!Rate_Card_Discount_Limit__c
-!!Rate Card Percentage Discount!!Rate_Card_Percentage_Discount__c
-!!Rate Card Set!!Rate_Card_Set__c
-!!Region!!Region__c
#!!Services Attached % From Products!!Services_Attached_Percent_From_Products__c
-!!Services Attached From Products!!Services_Attached_From_Products__c
-!!TEST ONLY Project End Date!!Test_Project_End_Date__c
-!!TEST ONLY Project Start Date!!Test_Project_Start_Date__c
+ Apply_Rate_Card_Discount()
+ Create_Change_Request()
+ Create_Project()
+ Run_Revenue_Forecast()
Budget__c->Opportunity
© Copyright 2009–2021 FinancialForce.com, inc. Confidential – all rights reserved. Various trademarks held by their respective owners.