Custom Object Descriptions

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.
Billing Queue     Contains records linking to business objects (budget, expense, milestone, miscellaneous adjustment, project, and timecard split) that are ready to be billed.
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 skills.
Skill and Certifications Rating   Contact, Skill and Certification Records a resource's level of 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.

Related Concepts

Managing Profiles, Security and Sharing

Related Tasks

Managing Profiles

Applications

Custom Object Permissions

VisualForce Page Access

Custom App Settings

Tab Settings

Apex Class Access

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