If you decide not to use the standard profiles you might find the following descriptions useful when deciding which permissions to grant.
| Custom Object | Master Object | Description | |
|---|---|---|---|
| App Log | Contains information about actions in PSA such as Billing | ||
| Assignment | Contains the connections between resources and projects. | ||
| Assignment Daily Note | Assignment | Stores daily notes for assignments. | |
| Assignment Milestone | Assignment Milestone | Stores relationships between assignments and milestones. | |
| Backlog Calculation | Stores calculated revenue from projects over a period of time for regions, practices and groups. | ||
| Backlog Detail | Contains calculated revenue from a single project, region, practice or group over a single time period. | ||
| Billing Event | Invoicing structure containing billing event items. | ||
| Billing Event Batch | Contains sets of billing events grouped by account or project. | ||
| Billing Event Item | Contains line items in a billing event. Each billing event item relates to a single timecard split, expense, milestone or miscellaneous adjustment. | ||
| Budget | Contains budgets that represent customer purchase orders, internal budgets, outbound vendor purchase orders and work orders. | ||
| Budget Header | Attached to a budget when a Vendor Purchase Order Budget is created. | ||
| Configuration Group | Contains groups of configuration options that logically represent areas of PSA. | ||
| Configuration Option | Contains configuration options that control behavior of PSA. | ||
| Configuration Value | Configuration Option | Contains the values of configuration options. | |
| Currency | Contains currencies used in PSA Advanced Multi-currency. | ||
| Currency Exchange Rate | Currency | Contains dated exchange rated used in PSA Advanced Multi-currency. | |
| Est Vs Actuals | Tracks the differences between scheduled hours and actual hours entered on timecards. | ||
| Expense | Contains records of expenses incurred by resources working on a project. | ||
| Expense Limit / Rate | Contains maximum limits and rates that govern expense amounts depending on expense type and the project's region, practice and group. | ||
| Expense Report | Contains groups of expense records. An expense report contains expenses for a resource working on a particular project. | ||
| Forecast | Time Period | Captures the Services Team's forecasts by Region, Practice and Group, or project. | |
| Forecast Worksheet | Time Period | Contains fields used to help users set their forecasts. | |
| Group | Level of hierarchy containing business verticals to which projects and resources belong. | ||
| Group Actuals | Group Time Preiod | Contains rolled-upTerm used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. revenue, cost, and total time for the parent group. | |
| Group Plan | Group Time Period | Contains planned numbers for the group for a time period. | |
| Holiday | Contains the number of hours to be worked on a specific holiday. | ||
| Hours to Days Rule | Contains specific rules used convert the number of hours on a timecard into a number of days when using daily billing rates. | ||
| Milestone | Contains fixed targets, which when achieved, can be billed to a customer for a fixed fee or by logging time against it. | ||
| Miscellaneous Adjustment | Contains business records that creates a transaction of a specified category and amount, allowing you to correct errors in data entry or adjust transactions. | ||
| Missing Timecard | Contains records of resources that have not completed a timecard. | ||
| Permission Control | Permission controls govern a single user's permission to perform specific functions within FinancialForce PSA. | ||
| Practice | Level of hierarchy to which projects and resources belong. | ||
| Practice Actuals | Practice Time Period | Contains rolled-upTerm used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. revenue, cost, and total time for the parent practice. | |
| Practice Plan | Practice Time Period | Contains planned numbers of a practice for a time period. | |
| Project | A project is a collection of activities and related items to be managed over a defined time range, such as a timecard, expense, milestone and budget. | ||
| Project Actuals | Project | Contains rolled-upTerm used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. revenue, cost, and total time for the parent project. | |
| Project Location | Project | Contains locations that you can associate with a project. | |
| Project Methodology | Project | Contains methodologies that you can associate with a project. | |
| Project Phase | Project | Contains phases that you can associate with a project. | |
| Project Task | Project | A unit or collection of work for a project that one or more resources can carry out. | |
| Project Task Assignment | Project Task | Connection between a project task and a resource who is to work on the project task. | |
| Project Task Dependency | Project Task | Defines the dependency relationship between one task and another. | |
| Project Task Points Complete History | Project Task | Records history of points complete fields on a project task. | |
| Project Task Points History | Project Task | Records history of points fields on a project task. | |
| Rate Card | Contains information on suggested bill rates and average cost rates for different services roles within regions, practices and groups. | ||
| Region | Level of hierarchy to which projects and resources belong. | ||
| Regional Actual | Region, Time Period | Contains rolled-upTerm used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. revenue, cost, and total time for the parent region. | |
| Region Plans | Region, Time Period | Contains planned numbers of a region for a time period. | |
| Resource Actual | Contact, Time Period | Contains rolled-upTerm used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. totals for a resource in a particular time period. Resource actuals can also contain utilization information. | |
| Resource Change | Contact | Records changes to resource records. | |
| Resource Request | Contains requests for resources prior to assigning them to work on a particular project. | ||
| Resource Request Set | Resource Request | Group of resource requests that you can use to hold several resources for a single request. | |
| Resource Skill Request | Resource Request | Contains a list of skills or certifications requested for a resource prior to staffing them on a project. | |
| Schedule | A schedule is associated with an assignment and represents the start and end dates, and weekly working hours for that assignment. | ||
| Schedule Exception | Schedule | Contains exceptions to the working pattern in a schedule. | |
| Skill and Certification | Contains skills or certifications used to describe staffing requirements of projects and to track individual resource competencies. | ||
| Skill and Certifications Rating | Contact, Skill and Certification | Records a resource's level of competency for a skill or certification. | |
| Skill / Certification Zone | Skills and Certification | Contains the region, practice or group to which a resource's skill applies. | |
| Timecard | A record of time booked against a project, assignment or milestone. | ||
| Timecard Split | Timecard | A whole timecard or part of a timecard. | |
| Time Date | Timecard | Timecard splits allow part of a timecard to be billed when that timecard spans the boundary of a time period. | |
| Time Period | A period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong. | ||
| Transaction | Contains records of actions carried out in PSA. Transactions are created, updated, and deleted when you carry out actions in PSA. | ||
| Transaction Deltas | Contains records of unprocessed transactions that have been queued for processing. | ||
| Utilization Calculation | Contains resource utilization information for a particular point in time. | ||
| Utilization Detail | Utilization Calculations | Contains utilization details for a single resource, region, practice or group. | |
| Vendor Invoice | Contains invoices from external vendors. | ||
| Vendor Invoice Item | Vendor Invoice | A line item for a vendor invoice. A vendor invoice item is associated with an expense, milestone, miscellaneous adjustment, or a timecard split. | |
| Work Calendar | Contains the work calendar for a resource, region, practice, or group. | ||
| Work Queues | Contains scheduled and batch jobs for PSA. |