PSA Object Model Diagrams
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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
Service Estimation
SF Objects
Skills
Teams
Time and Calendar
Time Variance
Timecard and Assignment Settings
Timecard API
Timecards
Transactions
Utilization
Utilization Analytics
Vendor Invoices
G
Grp__c
Group
+!!Group Name!!Name
-!!Action: Update Current Time Period!!Action_Update_Current_Time_Period__c
-!!Action: Update Current Time Period!!Action_Update_Current_Time_Period__c
-!!Actuals: Last Update Date!!Actuals_Last_Update_Date__c
-!!Actuals: Last Update Date!!Actuals_Last_Update_Date__c
-!!Actuals: Last Updated By!!Actuals_Last_Updated_By__c
-!!Actuals: Last Updated By!!Actuals_Last_Updated_By__c
-!!Backlog: Last Update Date!!Backlog_Last_Update_Date__c
-!!Backlog: Last Update Date!!Backlog_Last_Update_Date__c
-!!Backlog: Last Updated By!!Backlog_Last_Updated_By__c
-!!Backlog: Last Updated By!!Backlog_Last_Updated_By__c
-!!Billable Hours (External)!!Billable_External_Hours__c
-!!Billable Hours (External)!!Billable_External_Hours__c
-!!Billable Hours (Internal)!!Billable_Internal_Hours__c
-!!Billable Hours (Internal)!!Billable_Internal_Hours__c
-!!Billed!!Billed__c
-!!Billed!!Billed__c
-!!Billings!!Billings__c
-!!Billings!!Billings__c
-!!Bookings!!Bookings__c
-!!Bookings!!Bookings__c
-!!Credited Hours!!Credited_Non_Billable_Internal_Hours__c
-!!Credited Hours!!Credited_Non_Billable_Internal_Hours__c
-!!Current Time Period!!Current_Time_Period__c
-!!Current Time Period!!Current_Time_Period__c
-!!Current Time Period End Date!!Current_Time_Period_End_Date__c
-!!Current Time Period End Date!!Current_Time_Period_End_Date__c
-!!Default Work Calendar!!Default_Work_Calendar__c
-!!Default Work Calendar!!Default_Work_Calendar__c
-!!Exclude from Utilization!!Exclude_From_Utilization__c
-!!Exclude from Utilization!!Exclude_From_Utilization__c
-!!Excluded Hours!!Excluded_Hours__c
-!!Excluded Hours!!Excluded_Hours__c
-!!Expense Budget!!Expense_Budget__c
-!!Expense Budget!!Expense_Budget__c
-!!Expense Costs!!Expense_Costs__c
-!!Expense Costs!!Expense_Costs__c
-!!External Costs!!External_Costs__c
-!!External Costs!!External_Costs__c
-!!Group ID Chain!!Group_ID_Chain__c
-!!Group ID Chain!!Group_ID_Chain__c
-!!Group Name Chain!!Group_Name_Chain__c
-!!Group Name Chain!!Group_Name_Chain__c
-!!Group Owner!!Group_Head__c
-!!Group Owner!!Group_Head__c
-!!Hierarchy Depth!!Hierarchy_Depth__c
-!!Hierarchy Depth!!Hierarchy_Depth__c
-!!Hist Sch Utilization Billable Hours!!Hist_Sch_Utilization_Billable_Hours__c
-!!Hist Sch Utilization Billable Hours!!Hist_Sch_Utilization_Billable_Hours__c
-!!Hist Sch Utilization Credited Hours!!Hist_Sch_Utilization_Credited_Hours__c
-!!Hist Sch Utilization Credited Hours!!Hist_Sch_Utilization_Credited_Hours__c
-!!Hist Sch Utilization Excluded Hours!!Hist_Sch_Utilization_Excluded_Hours__c
-!!Hist Sch Utilization Excluded Hours!!Hist_Sch_Utilization_Excluded_Hours__c
-!!Hist Sch Utilization Held Hours!!Hist_Sch_Utilization_Held_Hours__c
-!!Hist Sch Utilization Held Hours!!Hist_Sch_Utilization_Held_Hours__c
-!!Hist Sch Utilization Non Billable Hrs!!Hist_Sch_Utilization_Non_Billable_Hrs__c
-!!Hist Sch Utilization Non Billable Hrs!!Hist_Sch_Utilization_Non_Billable_Hrs__c
-!!Historical Utilization!!Historical_Utilization__c
-!!Historical Utilization!!Historical_Utilization__c
-!!Historical Utilization Billable Hours!!Historical_Utilization_Billable_Hours__c
-!!Historical Utilization Billable Hours!!Historical_Utilization_Billable_Hours__c
-!!Historical Utilization Calendar Hours!!Historical_Utilization_Calendar_Hours__c
-!!Historical Utilization Calendar Hours!!Historical_Utilization_Calendar_Hours__c
-!!Historical Utilization Credited Hours!!Historical_Utilization_Credited_Hours__c
-!!Historical Utilization Credited Hours!!Historical_Utilization_Credited_Hours__c
-!!Historical Utilization Excluded Hours!!Historical_Utilization_Excluded_Hours__c
-!!Historical Utilization Excluded Hours!!Historical_Utilization_Excluded_Hours__c
-!!Historical Utilization Non Billable Hrs!!Historical_Utilization_Non_Billable_Hrs__c
-!!Historical Utilization Non Billable Hrs!!Historical_Utilization_Non_Billable_Hrs__c
#!!Historical Utilization Target!!Historical_Utilization_Target__c
#!!Historical Utilization Target!!Historical_Utilization_Target__c
#!!Historical Utilization Target Attainment!!Historical_Utilization_Target_Attainment__c
#!!Historical Utilization Target Attainment!!Historical_Utilization_Target_Attainment__c
-!!Historical Utilization Target Hours!!Historical_Utilization_Target_Hours__c
-!!Historical Utilization Target Hours!!Historical_Utilization_Target_Hours__c
-!!Inactive Project Backlog!!Inactive_Project_Backlog__c
-!!Inactive Project Backlog!!Inactive_Project_Backlog__c
-!!Include In Forecasting!!Include_In_Forecasting__c
-!!Include In Forecasting!!Include_In_Forecasting__c
-!!Internal Budget!!Internal_Budget__c
-!!Internal Budget!!Internal_Budget__c
-!!Internal Costs!!Internal_Costs__c
-!!Internal Costs!!Internal_Costs__c
-!!Invoiced!!Invoiced__c
-!!Invoiced!!Invoiced__c
#!!Margin!!Margin__c
#!!Margin!!Margin__c
-!!Non-Billable Hours (External)!!Non_Billable_External_Hours__c
-!!Non-Billable Hours (External)!!Non_Billable_External_Hours__c
-!!Non-Billable Hours (Internal)!!Non_Billable_Internal_Hours__c
-!!Non-Billable Hours (Internal)!!Non_Billable_Internal_Hours__c
-!!Other Costs!!Other_Costs__c
-!!Other Costs!!Other_Costs__c
-!!Parent Group!!Parent_Group__c
-!!Parent Group!!Parent_Group__c
-!!Pass-Through Billings!!Pass_Through_Billings__c
-!!Pass-Through Billings!!Pass_Through_Billings__c
-!!Plan: Last Update Date!!Plan_Last_Update_Date__c
-!!Plan: Last Update Date!!Plan_Last_Update_Date__c
-!!Plan: Last Updated By!!Plan_Last_Updated_By__c
-!!Plan: Last Updated By!!Plan_Last_Updated_By__c
-!!Planned Billings!!Planned_Billings__c
-!!Planned Billings!!Planned_Billings__c
-!!Planned Bookings!!Planned_Bookings__c
-!!Planned Bookings!!Planned_Bookings__c
-!!Planned External Costs!!Planned_External_Costs__c
-!!Planned External Costs!!Planned_External_Costs__c
-!!Planned Internal Costs!!Planned_Internal_Costs__c
-!!Planned Internal Costs!!Planned_Internal_Costs__c
#!!Planned Margin!!Planned_Margin__c
#!!Planned Margin!!Planned_Margin__c
-!!Planned Revenue!!Planned_Revenue__c
-!!Planned Revenue!!Planned_Revenue__c
-!!Planned Utilization!!Planned_Utilization__c
-!!Planned Utilization!!Planned_Utilization__c
-!!Pre-Billed!!Pre_Billed__c
-!!Pre-Billed!!Pre_Billed__c
-!!Revenue!!Revenue__c
-!!Revenue!!Revenue__c
-!!Reversed Group ID Chain!!Reversed_ID_Chain__c
-!!Reversed Group ID Chain!!Reversed_ID_Chain__c
-!!Scheduled Backlog Calculated Date!!Scheduled_Backlog_Calculated_Date__c
-!!Scheduled Backlog Calculated Date!!Scheduled_Backlog_Calculated_Date__c
-!!Scheduled Backlog End Date!!Scheduled_Backlog_End_Date__c
-!!Scheduled Backlog End Date!!Scheduled_Backlog_End_Date__c
-!!Scheduled Milestone!!Scheduled_Milestone__c
-!!Scheduled Milestone!!Scheduled_Milestone__c
-!!Scheduled Time!!Scheduled_Time__c
-!!Scheduled Time!!Scheduled_Time__c
-!!Scheduled Utilization!!Scheduled_Utilization__c
-!!Scheduled Utilization!!Scheduled_Utilization__c
-!!Scheduled Utilization Billable Hours!!Scheduled_Utilization_Billable_Hours__c
-!!Scheduled Utilization Billable Hours!!Scheduled_Utilization_Billable_Hours__c
-!!Scheduled Utilization Calendar Hours!!Scheduled_Utilization_Calendar_Hours__c
-!!Scheduled Utilization Calendar Hours!!Scheduled_Utilization_Calendar_Hours__c
-!!Scheduled Utilization Credited Hours!!Scheduled_Utilization_Credited_Hours__c
-!!Scheduled Utilization Credited Hours!!Scheduled_Utilization_Credited_Hours__c
-!!Scheduled Utilization Excluded Hours!!Scheduled_Utilization_Excluded_Hours__c
-!!Scheduled Utilization Excluded Hours!!Scheduled_Utilization_Excluded_Hours__c
-!!Scheduled Utilization Held Hours!!Scheduled_Utilization_Held_Hours__c
-!!Scheduled Utilization Held Hours!!Scheduled_Utilization_Held_Hours__c
-!!Scheduled Utilization Non Billable Hrs!!Scheduled_Utilization_Non_Billable_Hrs__c
-!!Scheduled Utilization Non Billable Hrs!!Scheduled_Utilization_Non_Billable_Hrs__c
#!!Scheduled Utilization Target!!Scheduled_Utilization_Target__c
#!!Scheduled Utilization Target!!Scheduled_Utilization_Target__c
#!!Scheduled Utilization Target Attainment!!Scheduled_Utilization_Target_Attainment__c
#!!Scheduled Utilization Target Attainment!!Scheduled_Utilization_Target_Attainment__c
-!!Scheduled Utilization Target Hours!!Scheduled_Utilization_Target_Hours__c
-!!Scheduled Utilization Target Hours!!Scheduled_Utilization_Target_Hours__c
-!!Top-Level Group!!Top_Level_Group__c
-!!Top-Level Group!!Top_Level_Group__c
#!!Total Costs!!Total_Costs__c
#!!Total Costs!!Total_Costs__c
-!!Total Time Period Hours!!Total_Time_Period_Hours__c
-!!Total Time Period Hours!!Total_Time_Period_Hours__c
-!!Unscheduled Backlog!!Unscheduled_Backlog__c
-!!Unscheduled Backlog!!Unscheduled_Backlog__c
-!!Utilization!!Total_Utilization__c
-!!Utilization!!Utilization__c
-!!Utilization!!Total_Utilization__c
-!!Utilization!!Utilization__c
-!!Utilization Calculation Date!!Utilization_Calculation_Date__c
-!!Utilization Calculation Date!!Utilization_Calculation_Date__c
-!!Utilization Period End Date!!Utilization_Period_End_Date__c
-!!Utilization Period End Date!!Utilization_Period_End_Date__c
-!!Utilization Period Start Date!!Utilization_Period_Start_Date__c
-!!Utilization Period Start Date!!Utilization_Period_Start_Date__c
#!!Utilization Target!!Utilization_Target__c
#!!Utilization Target!!Utilization_Target__c
#!!Utilization Target Attainment!!Utilization_Target_Attainment__c
#!!Utilization Target Attainment!!Utilization_Target_Attainment__c
-!!Utilization Target Hours!!Utilization_Target_Hours__c
-!!Utilization Target Hours!!Utilization_Target_Hours__c
-!!Utilization: Elapsed Hours!!Utilization_Elapsed_Hours__c
-!!Utilization: Elapsed Hours!!Utilization_Elapsed_Hours__c
-!!Utilization: Last Calculation Date!!Utilization_Last_Calculation_Date__c
-!!Utilization: Last Calculation Date!!Utilization_Last_Calculation_Date__c
-!!Utilization: Last Update Date!!Utilization_Last_Update_Date__c
-!!Utilization: Last Update Date!!Utilization_Last_Update_Date__c
-!!Utilization: Last Updated By!!Utilization_Last_Updated_By__c
-!!Utilization: Last Updated By!!Utilization_Last_Updated_By__c
-!!Utilization: Over Full Time Period!!Utilization_Over_Full_Time_Period__c
-!!Utilization: Over Full Time Period!!Utilization_Over_Full_Time_Period__c
+ Calculate_Backlog()
+ Calculate_Forecast()
+ Calculate_Missing_Timecard()
+ Calculate_Time_Variance()
+ Calculate_Utilization()
+ View_Hierarchy()
+ View_Transactions()
Time_Period__c
Time Period
Grp__c->Time_Period__c
Group_Actuals__c
Group Actuals
+!!Group 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
-!!Group!!Group__c
#!!Group Owner!!Group_Head__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
-!!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
Group_Actuals__c->Grp__c
Group_Actuals__c->Time_Period__c
Group_Plan__c
Group Plan
+!!Group Plan Number!!Name
#!!End Date!!End_Date__c
-!!Group!!Group__c
#!!Group Owner!!Group_Owner__c
#!!Group Plan For!!Group_Plan_For__c
-!!Planned Billings!!Planned_Billings__c
-!!Planned Bookings!!Planned_Bookings__c
-!!Planned External Costs!!Planned_External_Costs__c
-!!Planned Internal Costs!!Planned_Internal_Costs__c
#!!Planned Margin!!Planned_Margin__c
-!!Planned Revenue!!Planned_Revenue__c
-!!Planned Utilization!!Planned_Utilization__c
#!!Start Date!!Start_Date__c
-!!Time Period!!Time_Period__c
#!!Time Period Type!!Time_Period_Type__c
-!!Unique Name!!Unique_Name__c
Group_Plan__c->Grp__c
Group_Plan__c->Time_Period__c
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