Professional Services Automation Object Model Diagrams
G Assignment_Project_Methodology__c Assignment Project Methodology +!!Name!!Name -!!Assignment!!Assignment__c -!!Project Methodology!!Project_Methodology__c + New_Assignment_Methodology() + New_Methodology_Assignment() Project_Methodology__c Project Methodology +!!Project Methodology Name!!Name -!!Description!!Description__c -!!End Date!!End_Date__c -!!Project!!Project__c -!!Start Date!!Start_Date__c + Link_to_Assignments() Assignment_Project_Methodology__c->Project_Methodology__c Assignment__c Assignment Assignment_Project_Methodology__c->Assignment__c Assignment_Project_Phase__c Assignment Project Phase +!!Name!!Name -!!Assignment!!Assignment__c -!!Project Phase!!Project_Phase__c + New_Phase_Assignment() + New_Assignment_Phase() Project_Phase__c Project Phase +!!Project Phase Name!!Name -!!Description!!Description__c -!!End Date!!End_Date__c -!!Project!!Project__c -!!Start Date!!Start_Date__c + Link_To_Assignments() Assignment_Project_Phase__c->Project_Phase__c Assignment_Project_Phase__c->Assignment__c Proj__c Project +!!Project Name!!Name -!!% Hours Completed for Recognition!!Percent_Hours_Completed_For_Recognition__c -!!Account!!Account__c -!!Action: Count Billing Eligible Records!!Action_Count_Billing_Eligible_Records__c -!!Action: Update Current Time Period!!Action_Update_Current_Time_Period__c -!!Active!!Is_Active__c -!!Actuals: Last Recalc Date!!Actuals_Last_Recalc_Date__c -!!Actuals: Last Update Date!!Actuals_Last_Update_Date__c -!!Actuals: Last Updated By!!Actuals_Last_Updated_By__c -!!Actuals: Need Recalc!!Actuals_Need_Recalc__c -!!Add BEIs To Existing Batches!!Add_BEIs_To_Existing_Batches__c -!!Adjust End Date!!Adjust_End_Date__c -!!Alert Recipient!!Email_Alert_Recipient__c -!!Alert Threshold!!Alert_Threshold__c -!!Allow Expenses Without Assignment!!Allow_Expenses_Without_Assignment__c -!!Allow Self-Staffing!!Allow_Self_Staffing__c -!!Allow Timecards Without Assignment!!Allow_Timecards_Without_Assignment__c -!!API Time Period!!API_Time_Period__c -!!Apply Billing Cap!!Apply_Billing_Cap__c -!!Approval Status!!Estimate_Approval_Status__c -!!Auto-Cap Billing!!Auto_Cap_Project_Billing__c -!!Backlog: Last Update Date!!Backlog_Last_Update_Date__c -!!Backlog: Last Updated By!!Backlog_Last_Updated_By__c -!!Baseline!!Baseline__c #!!Baseline End Date!!Baseline_End_Date__c #!!Baseline Project Phase!!Baseline_Project_Phase__c #!!Baseline Project Status!!Baseline_Project_Status__c #!!Baseline Stage!!Baseline_Stage__c #!!Baseline Start Date!!Baseline_Start_Date__c -!!Batch Sequence!!Batch_Sequence__c #!!Batch Sequence Number!!Batch_Sequence_Number__c -!!Billable!!Is_Billable__c -!!Billable Expense Fee Flat!!Billable_Expense_Fee_Flat__c -!!Billable Expense Fee Percentage!!Billable_Expense_Fee_Percentage__c -!!Billable Hours (External)!!Billable_External_Hours__c -!!Billable Hours (Internal)!!Billable_Internal_Hours__c -!!Billed!!Billed__c -!!Billing Eligible Budgets!!Billing_Eligible_Budgets__c -!!Billing Eligible Expenses!!Billing_Eligible_Expenses__c -!!Billing Eligible Last Updated!!Billing_Eligible_Last_Updated__c -!!Billing Eligible Milestones!!Billing_Eligible_Milestones__c -!!Billing Eligible Misc Adjustments!!Billing_Eligible_Misc_Adjustments__c -!!Billing Eligible Timecard Splits!!Billing_Eligible_Timecard_Splits__c -!!Billing Queues Need Recalc!!Billing_Queues_Need_Recalc__c -!!Billing Type!!Billing_Type__c -!!Billings!!Billings__c -!!Bookings!!Bookings__c -!!Closed for Expense Entry!!Closed_for_Expense_Entry__c -!!Closed for Time Entry!!Closed_for_Time_Entry__c -!!Company!!Company__c -!!Copy Child Records from Template Async!!Copy_Child_Records_from_Template_Async__c -!!Credited Hours!!Credited_Non_Billable_Internal_Hours__c -!!Current Time Period!!Current_Time_Period__c -!!Current Time Period End Date!!Current_Time_Period_End_Date__c -!!Daily Timecard Notes Required!!Daily_Timecard_Notes_Required__c #!!Duration (Days)!!Duration__c -!!End Date!!End_Date__c -!!Engagement!!Engagement__c -!!Estimated Hours at Completion!!Estimated_Hours_at_Completion__c -!!Exclude from Backlog!!Exclude_from_Backlog__c -!!Exclude From Billing!!Exclude_From_Billing__c -!!Exclude from Project Planner!!Exclude_from_Project_Planner__c -!!Exclude from Project Variance Batch!!Exclude_from_Project_Variance_Batch__c -!!Exclude Project From Display On Billing!!ExcludeProjectFromDisplayOnBilling__c -!!Excluded Hours!!Excluded_Hours__c -!!Expense Budget!!Expense_Budget__c -!!Expense Costs!!Expense_Costs__c -!!Expense Notes!!Expense_Notes__c -!!External Costs!!External_Costs__c -!!External Time Cost!!External_Time_Cost__c -!!Financial Status!!Financial_Status__c #!!Financial Status!!Financial_Visual__c -!!Forecast Curve!!Forecast_Curve__c -!!Group!!Group__c -!!Hierarchy Depth!!Hierarchy_Depth__c -!!Hours Cut Off Date!!Hours_Cut_Off_Date__c -!!Hours to Days Rule!!Hours_to_Days_Rule__c -!!Inactive Project Backlog!!Inactive_Project_Backlog__c -!!Include In Forecasting!!Include_In_Forecasting__c -!!Internal Budget!!Internal_Budget__c -!!Internal Costs!!Internal_Costs__c -!!Internal Time Cost!!Internal_Time_Cost__c -!!Invoiced!!Invoiced__c -!!Jira Correlation ID!!Jira_Correlation_ID__c -!!Jira Project!!Jira_Project__c -!!Jira Project Key!!Jira_Project_Key__c -!!Jira Project Type!!Jira_Project_Type__c #!!Jira Project URL!!Jira_Project_URL__c -!!Location!!Location__c #!!Margin!!Margin__c -!!Master Project!!Master_Project__c -!!Milestone Cost!!Milestone_Cost__c -!!Non-Billable Hours (External)!!Non_Billable_External_Hours__c -!!Non-Billable Hours (Internal)!!Non_Billable_Internal_Hours__c -!!Notes!!Notes__c -!!Opportunity!!Opportunity__c -!!Opportunity Owner!!Opportunity_Owner__c -!!Other Costs!!Other_Costs__c -!!Parent Project!!Parent_Project__c -!!Pass-Through Billings!!Pass_Through_Billings__c -!!Percent Hours Complete!!Percent_Hours_Complete__c #!!Percentage Used!!Percentage_Used__c -!!Planned Hours!!Planned_Hours__c -!!Practice!!Practice__c -!!Pre-Bill Type!!Pre_Bill_Type__c -!!Pre-Billed!!Pre_Billed__c -!!Project ID!!Project_ID__c -!!Project ID Chain!!Project_ID_Chain__c -!!Project Manager!!Project_Manager__c -!!Project Name Chain!!Project_Name_Chain__c -!!Project Phase!!Project_Phase__c #!!Project Status!!Status_Visual__c -!!Project Status!!Project_Status__c -!!Project Status Notes!!Project_Status_Notes__c -!!Project Type!!Project_Type__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 -!!Recognition Method!!Recognition_Method__c -!!Region!!Region__c #!!Remaining Amount!!Remaining_Amount__c -!!Requires Dependency Sync!!Requires_Dependency_Sync__c -!!Revenue!!Revenue__c -!!Revenue Forecast Batch Update Pending!!Revenue_Forecast_Batch_Update_Pending__c -!!Revenue Forecast Last Updated!!Revenue_Forecast_Last_Updated__c -!!Revenue Forecast Processing Status!!Revenue_Forecast_Processing_Status__c #!!Schedule Status!!Schedule_Visual__c -!!Schedule Status!!Schedule_Status__c -!!Scheduled Backlog Calculated Date!!Scheduled_Backlog_Calculated_Date__c -!!Scheduled Backlog End Date!!Scheduled_Backlog_End_Date__c -!!Scheduled Hours Remaining!!Scheduled_Hours_Remaining__c -!!Scheduled Milestone!!Scheduled_Milestone__c -!!Scheduled Time!!Scheduled_Time__c #!!Scope Status!!Scope_Visual__c -!!Scope Status!!Scope_Status__c #!!Send to Third-Party Expenses Application!!Send_to_Third_Party_Expenses_Application__c -!!Services Billing Time Period Type!!Services_Billing_Time_Period_Type__c -!!Share with Project Manager!!Share_with_Project_Manager__c -!!Share with Project Team!!Share_with_Project_Resources__c -!!Stage!!Stage__c -!!Start Date!!Start_Date__c -!!Sync with Jira!!Sync_With_Jira__c #!!Tasks Total Percent Complete (Points)!!Tasks_Total_Percent_Complete_Points__c -!!Tasks Total Points!!Tasks_Total_Points__c -!!Tasks Total Points Complete!!Tasks_Total_Points_Complete__c -!!Template!!Is_Template__c -!!Time Credited!!Time_Credited__c -!!Time Excluded!!Time_Excluded__c -!!Time Logged in Days!!Time_Logged_In_Days__c -!!Time Zone!!Time_Zone__c -!!Total Assigned Hours!!Total_Assigned_Hours__c #!!Total Costs!!Total_Costs__c -!!Total Number of Tasks!!Total_Number_of_Tasks__c -!!Total Projected Revenue From Assignments!!Total_Projected_Revenue_From_Assignments__c -!!Total Submitted Hours!!Total_Submitted_Hours__c -!!Unscheduled Backlog!!Unscheduled_Backlog__c -!!Variance at Completion!!Variance_at_Completion__c -!!Variance from Plan!!Variance_From_Plan__c -!!Work Calendar!!Work_Calendar__c + Create_Project_From_Template() + Project_Planner() + Manage_Resource_Replacement() + Copy_From_Template() + Run_Revenue_Forecast() + View_Unfilled_Resource_Requests() + Project_Planner_Group() + Project_Planner_Region() + Project_Billing() + Project_Gantt() + Project_Planner_Practice() + Share_Project() + Create_Project() + Apply_Rate_Card_Discount() + Gantt() + Create_Change_Request() + Manage_Project_Tasks() + Create_Project_Version() Project_Actuals__c Project Actuals +!!Project Actuals For!!Name -!!Billable Hours (External)!!Billable_External_Hours__c -!!Billable Hours (Internal)!!Billable_Internal_Hours__c -!!Billed!!Billed__c -!!Billings!!Billings__c -!!Bookings!!Bookings__c -!!Credited Hours!!Credited_Non_Billable_Internal_Hours__c #!!End Date!!End_Date__c -!!Excluded Hours!!Excluded_Hours__c -!!Expense Budget!!Expense_Budget__c -!!Expense Costs!!Expense_Costs__c -!!External Costs!!External_Costs__c #!!Has Difference in Verification!!Has_Difference_In_Verification__c -!!Internal Budget!!Internal_Budget__c -!!Internal Costs!!Internal_Costs__c -!!Invoiced!!Invoiced__c -!!Is Verification!!Is_Verification__c #!!Margin!!Margin__c -!!Non-Billable Hours (External)!!Non_Billable_External_Hours__c -!!Non-Billable Hours (Internal)!!Non_Billable_Internal_Hours__c -!!Other Costs!!Other_Costs__c -!!Pass-Through Billings!!Pass_Through_Billings__c -!!Pre-Billed!!Pre_Billed__c -!!Project!!Project__c #!!Project Manager!!Project_Manager__c -!!Revenue!!Revenue__c -!!Scheduled Backlog Calculated Date!!Scheduled_Backlog_Calculated_Date__c -!!Scheduled Milestone!!Scheduled_Milestone__c -!!Scheduled Time!!Scheduled_Time__c #!!Start Date!!Start_Date__c -!!Time Period!!Time_Period__c #!!Time Period Type!!Time_Period_Type__c #!!Total Costs!!Total_Costs__c -!!Unique Name!!Unique_Name__c -!!Unscheduled Backlog!!Unscheduled_Backlog__c -!!Verified By!!Verified_By__c Project_Actuals__c->Proj__c Project_Location__c Project Location +!!Project Location Name!!Name -!!Description!!Description__c -!!End Date!!End_Date__c -!!Project!!Project__c -!!Start Date!!Start_Date__c Project_Location__c->Proj__c Project_Phase__c->Proj__c Project_Methodology__c->Proj__c Project_Source__c Project Source +!!Name!!Name -!!Project!!Project__c -!!Source!!Source__c Project_Source__c->Proj__c Assignment__c->Proj__c
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