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 Forecast Calculation			Stores the parameters used to run a billing forecast calculation against a region, practice, or group.
Billing Forecast Calculation Log		Billing Forecast Calculation	Stores details of any errors that occurred when a billing forecast calculation was run.
Billing Forecast Curve			Contains one or more billing forecast curve details to measure varying anticipated revenue over a defined sequence of time (such as a quarter).
Billing Forecast Curve Detail		Billing Forecast Curve	Represents a single sequence of time used within a billing forecast curve, and includes the percentage of the total forecast amount of revenue anticipated within that time period.
Billing Forecast Detail			Stores the billing forecast records created for a project or opportunity.
Billing Forecast Detail Category		Billing Forecast Detail	Stores the weighted category totals for the related project or opportunity.
Billing Forecast Override			Stores information on an override applied to a billing forecast summary category or billing forecast detail category.
Billing Forecast Run Info			For internal use only. Used to input the information required for the billing forecast calculation run.
Billing Forecast Setup			Contains the information required to configure and run a billing forecast calculation.
Billing Forecast Setup Category		Billing Forecast Setup	Stores details about the weighted billing forecast categories, such as Best Case or Expected, used in a billing forecast calculation. There must be at least one category assigned to the billing forecast setup details for a billing forecast calculation to run.
Billing Forecast Summary			Stores the billing forecast records created for a region, practice, or group.
Billing Forecast Summary Category		Billing Forecast Summary	Stores the weighted category totals for the related region, practice, or group.
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.
Create Billing Documents Batch			Stores the status and details of Create Billing Documents Batch Apex jobs.
Create Billing Documents Batch Log		Create Billing Documents Batch	Stores the results of each Create Billing Documents Batch iteration.
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.
Group			Level of hierarchy containing business verticals to which projects and resources belong.
Group Actuals		Group 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 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 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.
Preference			Stores the details of User Preferences.
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.
Project Variance Batch			Stores the status and details of Project Variance batch Apex jobs.
Project Variance Batch Log			Stores the results of each Project Variance batch iteration.
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.
Resource Transmission		Timecard Transmission	Stores the transmission status and ID for each resource in a timecard transmission between a third-party payroll or HCM application and PSA.
Revenue Forecast			Stores the revenue forecast for a project or an opportunity.
Revenue Forecast Batch Lock			Indicates whether the revenue forecast batch job is currently running.
Revenue Forecast Batch Log			Stores details of any errors that occurred when a revenue forecast was run.
Revenue Forecast Batch Status			Stores the status of Revenue Forecasting batch Apex jobs.
Revenue Forecast Setup			Stores the settings for running a revenue forecast.
Revenue Forecast Type		Revenue Forecast	Stores the revenue forecast for a relevant object, for example Milestone or Est Vs Actuals.
Skill / Certification Zone		Skills and Certification	Contains the region, practice, or group to which a resource's skill applies.
Team			A collection of resources who work on a specific time shift as part of Shift Management.
Team Membership		Team	A record of team identifiers and permissions.
Team Schedule		Team	The schedule team members work as part of a shift in Shift Management.
Team Schedule Slot		Team Schedule	A time slot or shift in Shift Management.
Team Schedule Slot Template		Team Schedule	A template of a time slot. Defines start and end time as well as the time slot type used.
Team Schedule Time Slot Type		Team Schedule	Defines if a schedule is regular, holiday or weekend and if it is "blocking" (not intended to overlap with other schedules) or "non-blocking" (scheduled without consideration of other obligations).
Team Schedule Template		Team Schedule Template	A template of a team schedule.
Timecard			A record of time booked against a project, assignment or milestone.
Timecard Split		Timecard	A whole timecard or part of a timecard.
Timecard Transmission			Stores the results of each timecard transmission between a third-party payroll or HCM application and PSA.
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.