PSA Object Model Diagrams
G Opportunity Opportunity -!!Batch Process!!BatchProcess__c -!!Batch Process!!BatchProcess__c -!!DEPRECATED: Pre-Billed Amount!!PreBilledAmount__c -!!DEPRECATED: Pre-Billed Amount!!PreBilledAmount__c -!!Forecast Curve!!Forecast_Curve__c -!!Forecast Curve!!Forecast_Curve__c -!!Group!!Group__c -!!Group!!Group__c -!!Is Change Request!!Is_Change_Request__c -!!Is Change Request!!Is_Change_Request__c -!!Is Services Opportunity!!Is_Services_Opportunity__c -!!Is Services Opportunity!!Is_Services_Opportunity__c -!!Parent Opportunity!!Parent_Opportunity__c -!!Parent Opportunity!!Parent_Opportunity__c -!!Practice!!Practice__c -!!Practice!!Practice__c -!!Pre-Billed Amount!!Pre_Billed_Amount__c -!!Pre-Billed Amount!!Pre_Billed_Amount__c -!!Primary Project!!Primary_Project__c -!!Primary Project!!Primary_Project__c -!!Rate Card Discount Limit!!Rate_Card_Discount_Limit__c -!!Rate Card Discount Limit!!Rate_Card_Discount_Limit__c -!!Rate Card Percentage Discount!!Rate_Card_Percentage_Discount__c -!!Rate Card Percentage Discount!!Rate_Card_Percentage_Discount__c -!!Rate Card Set!!Rate_Card_Set__c -!!Rate Card Set!!Rate_Card_Set__c -!!Region!!Region__c -!!Region!!Region__c #!!Services Attached % From Products!!Services_Attached_Percent_From_Products__c #!!Services Attached % From Products!!Services_Attached_Percent_From_Products__c -!!Services Attached From Products!!Services_Attached_From_Products__c -!!Services Attached From Products!!Services_Attached_From_Products__c -!!TEST ONLY Project End Date!!Test_Project_End_Date__c -!!TEST ONLY Project End Date!!Test_Project_End_Date__c -!!TEST ONLY Project Start Date!!Test_Project_Start_Date__c -!!TEST ONLY Project Start Date!!Test_Project_Start_Date__c + Apply_Rate_Card_Discount() + Create_Change_Request() + Create_Project() + Run_Revenue_Forecast() + Run_Revenue_Forecast() Proj__c Project +!!Project Name!!Name -!!% Hours Completed for Recognition!!Percent_Hours_Completed_For_Recognition__c -!!% Hours Completed for Recognition!!Percent_Hours_Completed_For_Recognition__c -!!Account!!Account__c -!!Account!!Account__c -!!Action: Count Billing Eligible Records!!Action_Count_Billing_Eligible_Records__c -!!Action: Count Billing Eligible Records!!Action_Count_Billing_Eligible_Records__c -!!Action: Update Current Time Period!!Action_Update_Current_Time_Period__c -!!Action: Update Current Time Period!!Action_Update_Current_Time_Period__c -!!Active!!Is_Active__c -!!Active!!Is_Active__c -!!Actuals: Last Recalc Date!!Actuals_Last_Recalc_Date__c -!!Actuals: Last Recalc Date!!Actuals_Last_Recalc_Date__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 -!!Actuals: Need Recalc!!Actuals_Need_Recalc__c -!!Actuals: Need Recalc!!Actuals_Need_Recalc__c -!!Add BEIs To Existing Batches!!Add_BEIs_To_Existing_Batches__c -!!Add BEIs To Existing Batches!!Add_BEIs_To_Existing_Batches__c -!!Alert Recipient!!Email_Alert_Recipient__c -!!Alert Recipient!!Email_Alert_Recipient__c -!!Alert Threshold!!Alert_Threshold__c -!!Alert Threshold!!Alert_Threshold__c -!!Allow Expenses Without Assignment!!Allow_Expenses_Without_Assignment__c -!!Allow Expenses Without Assignment!!Allow_Expenses_Without_Assignment__c -!!Allow Self-Staffing!!Allow_Self_Staffing__c -!!Allow Self-Staffing!!Allow_Self_Staffing__c -!!Allow Timecards Without Assignment!!Allow_Timecards_Without_Assignment__c -!!Allow Timecards Without Assignment!!Allow_Timecards_Without_Assignment__c -!!Amount!!Amount__c -!!Amount!!Amount__c -!!Apply Billing Cap!!Apply_Billing_Cap__c -!!Apply Billing Cap!!Apply_Billing_Cap__c -!!Approval Status!!Estimate_Approval_Status__c -!!Approval Status!!Estimate_Approval_Status__c -!!Auto-Cap Billing!!Auto_Cap_Project_Billing__c -!!Auto-Cap Billing!!Auto_Cap_Project_Billing__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 -!!Baseline!!Baseline__c -!!Baseline!!Baseline__c #!!Baseline End Date!!Baseline_End_Date__c #!!Baseline End Date!!Baseline_End_Date__c #!!Baseline Project Phase!!Baseline_Project_Phase__c #!!Baseline Project Phase!!Baseline_Project_Phase__c #!!Baseline Project Status!!Baseline_Project_Status__c #!!Baseline Project Status!!Baseline_Project_Status__c #!!Baseline Stage!!Baseline_Stage__c #!!Baseline Stage!!Baseline_Stage__c #!!Baseline Start Date!!Baseline_Start_Date__c #!!Baseline Start Date!!Baseline_Start_Date__c -!!Batch Sequence!!Batch_Sequence__c -!!Batch Sequence!!Batch_Sequence__c #!!Batch Sequence Number!!Batch_Sequence_Number__c #!!Batch Sequence Number!!Batch_Sequence_Number__c -!!Billable!!Is_Billable__c -!!Billable!!Is_Billable__c -!!Billable Expense Fee Flat!!Billable_Expense_Fee_Flat__c -!!Billable Expense Fee Flat!!Billable_Expense_Fee_Flat__c -!!Billable Expense Fee Percentage!!Billable_Expense_Fee_Percentage__c -!!Billable Expense Fee Percentage!!Billable_Expense_Fee_Percentage__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 -!!Billing Eligible Budgets!!Billing_Eligible_Budgets__c -!!Billing Eligible Budgets!!Billing_Eligible_Budgets__c -!!Billing Eligible Expenses!!Billing_Eligible_Expenses__c -!!Billing Eligible Expenses!!Billing_Eligible_Expenses__c -!!Billing Eligible Last Updated!!Billing_Eligible_Last_Updated__c -!!Billing Eligible Last Updated!!Billing_Eligible_Last_Updated__c -!!Billing Eligible Milestones!!Billing_Eligible_Milestones__c -!!Billing Eligible Milestones!!Billing_Eligible_Milestones__c -!!Billing Eligible Misc Adjustments!!Billing_Eligible_Misc_Adjustments__c -!!Billing Eligible Misc Adjustments!!Billing_Eligible_Misc_Adjustments__c -!!Billing Eligible Timecard Splits!!Billing_Eligible_Timecard_Splits__c -!!Billing Eligible Timecard Splits!!Billing_Eligible_Timecard_Splits__c -!!Billing Queues Need Recalc!!Billing_Queues_Need_Recalc__c -!!Billing Queues Need Recalc!!Billing_Queues_Need_Recalc__c -!!Billing Type!!Billing_Type__c -!!Billing Type!!Billing_Type__c -!!Billings!!Billings__c -!!Billings!!Billings__c -!!Bookings!!Bookings__c -!!Bookings!!Bookings__c -!!Closed for Expense Entry!!Closed_for_Expense_Entry__c -!!Closed for Expense Entry!!Closed_for_Expense_Entry__c -!!Closed for Time Entry!!Closed_for_Time_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 -!!Copy Child Records from Template Async!!Copy_Child_Records_from_Template_Async__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 -!!Daily Timecard Notes Required!!Daily_Timecard_Notes_Required__c -!!Daily Timecard Notes Required!!Daily_Timecard_Notes_Required__c -!!Discount (%)!!Percent_Discount__c -!!Discount (%)!!Percent_Discount__c #!!Discount (Amount)!!Discount__c #!!Discount (Amount)!!Discount__c #!!Duration (Days)!!Duration__c #!!Duration (Days)!!Duration__c -!!End Date!!End_Date__c -!!End Date!!End_Date__c -!!Engagement!!Engagement__c -!!Estimated Cost!!Estimated_Cost__c -!!Estimated Cost!!Estimated_Cost__c -!!Estimated Hours at Completion!!Estimated_Hours_at_Completion__c -!!Estimated Hours at Completion!!Estimated_Hours_at_Completion__c #!!Estimated Margin (%)!!Percent_Estimated_Margin__c #!!Estimated Margin (%)!!Percent_Estimated_Margin__c #!!Estimated Margin (Amount)!!Estimated_Margin__c #!!Estimated Margin (Amount)!!Estimated_Margin__c -!!Exclude from Backlog!!Exclude_from_Backlog__c -!!Exclude from Backlog!!Exclude_from_Backlog__c -!!Exclude From Billing!!Exclude_From_Billing__c -!!Exclude From Billing!!Exclude_From_Billing__c -!!Exclude from Project Planner!!Exclude_from_Project_Planner__c -!!Exclude from Project Planner!!Exclude_from_Project_Planner__c -!!Exclude from Project Variance Batch!!Exclude_from_Project_Variance_Batch__c -!!Exclude from Project Variance Batch!!Exclude_from_Project_Variance_Batch__c -!!Exclude Project From Display On Billing!!ExcludeProjectFromDisplayOnBilling__c -!!Exclude Project From Display On Billing!!ExcludeProjectFromDisplayOnBilling__c -!!Excluded Hours!!Excluded_Hours__c -!!Excluded Hours!!Excluded_Hours__c -!!Expense (Amount)!!Expense__c -!!Expense (Amount)!!Expense__c -!!Expense Budget!!Expense_Budget__c -!!Expense Budget!!Expense_Budget__c -!!Expense Costs!!Expense_Costs__c -!!Expense Costs!!Expense_Costs__c -!!Expense Notes!!Expense_Notes__c -!!Expense Notes!!Expense_Notes__c -!!External Costs!!External_Costs__c -!!External Costs!!External_Costs__c -!!External Time Cost!!External_Time_Cost__c -!!External Time Cost!!External_Time_Cost__c -!!Financial Status!!Financial_Status__c #!!Financial Status!!Financial_Visual__c -!!Financial Status!!Financial_Status__c #!!Financial Status!!Financial_Visual__c -!!Forecast Curve!!Forecast_Curve__c -!!Forecast Curve!!Forecast_Curve__c -!!Group!!Group__c -!!Group!!Group__c -!!Hierarchy Depth!!Hierarchy_Depth__c -!!Hierarchy Depth!!Hierarchy_Depth__c -!!Hours Cut Off Date!!Hours_Cut_Off_Date__c -!!Hours Cut Off Date!!Hours_Cut_Off_Date__c -!!Hours to Days Rule!!Hours_to_Days_Rule__c -!!Hours to Days Rule!!Hours_to_Days_Rule__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 -!!Internal Time Cost!!Internal_Time_Cost__c -!!Internal Time Cost!!Internal_Time_Cost__c -!!Invoiced!!Invoiced__c -!!Invoiced!!Invoiced__c -!!Jira Correlation ID!!Jira_Correlation_ID__c -!!Jira Correlation ID!!Jira_Correlation_ID__c -!!Jira Project!!Jira_Project__c -!!Jira Project!!Jira_Project__c -!!Jira Project Key!!Jira_Project_Key__c -!!Jira Project Key!!Jira_Project_Key__c -!!Jira Project Type!!Jira_Project_Type__c -!!Jira Project Type!!Jira_Project_Type__c #!!Jira Project URL!!Jira_Project_URL__c #!!Jira Project URL!!Jira_Project_URL__c -!!Location!!Location__c -!!Location!!Location__c #!!Margin!!Margin__c #!!Margin!!Margin__c -!!Master Project!!Master_Project__c -!!Master Project!!Master_Project__c -!!Milestone Cost!!Milestone_Cost__c -!!Milestone Cost!!Milestone_Cost__c #!!Net Amount!!Net_Amount__c #!!Net Amount!!Net_Amount__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 -!!Notes!!Notes__c -!!Notes!!Notes__c -!!Opportunity!!Opportunity__c -!!Opportunity!!Opportunity__c -!!Opportunity Owner!!Opportunity_Owner__c -!!Opportunity Owner!!Opportunity_Owner__c -!!Other Costs!!Other_Costs__c -!!Other Costs!!Other_Costs__c -!!Parent Project!!Parent_Project__c -!!Parent Project!!Parent_Project__c -!!Pass-Through Billings!!Pass_Through_Billings__c -!!Pass-Through Billings!!Pass_Through_Billings__c -!!Percent Hours Complete!!Percent_Hours_Complete__c -!!Percent Hours Complete!!Percent_Hours_Complete__c #!!Percentage Used!!Percentage_Used__c #!!Percentage Used!!Percentage_Used__c -!!Planned Hours!!Planned_Hours__c -!!Planned Hours!!Planned_Hours__c -!!Practice!!Practice__c -!!Practice!!Practice__c -!!Pre-Bill Type!!Pre_Bill_Type__c -!!Pre-Bill Type!!Pre_Bill_Type__c -!!Pre-Billed!!Pre_Billed__c -!!Pre-Billed!!Pre_Billed__c -!!Primary Estimate!!Is_Primary_Estimate__c -!!Primary Estimate!!Is_Primary_Estimate__c -!!Project ID!!Project_ID__c -!!Project ID!!Project_ID__c -!!Project ID Chain!!Project_ID_Chain__c -!!Project ID Chain!!Project_ID_Chain__c -!!Project Manager!!Project_Manager__c -!!Project Manager!!Project_Manager__c -!!Project Name Chain!!Project_Name_Chain__c -!!Project Name Chain!!Project_Name_Chain__c -!!Project Phase!!Project_Phase__c -!!Project Phase!!Project_Phase__c -!!Project Status!!Project_Status__c #!!Project Status!!Status_Visual__c -!!Project Status!!Project_Status__c #!!Project Status!!Status_Visual__c -!!Project Status Notes!!Project_Status_Notes__c -!!Project Status Notes!!Project_Status_Notes__c -!!Project Type!!Project_Type__c -!!Project Type!!Project_Type__c -!!Rate Card Discount Limit!!Rate_Card_Discount_Limit__c -!!Rate Card Discount Limit!!Rate_Card_Discount_Limit__c -!!Rate Card Percentage Discount!!Rate_Card_Percentage_Discount__c -!!Rate Card Percentage Discount!!Rate_Card_Percentage_Discount__c -!!Rate Card Set!!Rate_Card_Set__c -!!Rate Card Set!!Rate_Card_Set__c -!!Recognition Method!!Recognition_Method__c -!!Recognition Method!!Recognition_Method__c -!!Region!!Region__c -!!Region!!Region__c #!!Remaining Amount!!Remaining_Amount__c #!!Remaining Amount!!Remaining_Amount__c -!!Requires Dependency Sync!!Requires_Dependency_Sync__c -!!Requires Dependency Sync!!Requires_Dependency_Sync__c -!!Revenue!!Revenue__c -!!Revenue!!Revenue__c -!!Revenue Forecast Batch Update Pending!!Revenue_Forecast_Batch_Update_Pending__c -!!Revenue Forecast Batch Update Pending!!Revenue_Forecast_Batch_Update_Pending__c -!!Revenue Forecast Last Updated!!Revenue_Forecast_Last_Updated__c -!!Revenue Forecast Last Updated!!Revenue_Forecast_Last_Updated__c -!!Revenue Forecast Processing Status!!Revenue_Forecast_Processing_Status__c -!!Revenue Forecast Processing Status!!Revenue_Forecast_Processing_Status__c -!!Schedule Status!!Schedule_Status__c #!!Schedule Status!!Schedule_Visual__c -!!Schedule Status!!Schedule_Status__c #!!Schedule Status!!Schedule_Visual__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 Hours Remaining!!Scheduled_Hours_Remaining__c -!!Scheduled Hours Remaining!!Scheduled_Hours_Remaining__c -!!Scheduled Milestone!!Scheduled_Milestone__c -!!Scheduled Milestone!!Scheduled_Milestone__c -!!Scheduled Time!!Scheduled_Time__c -!!Scheduled Time!!Scheduled_Time__c -!!Scope Status!!Scope_Status__c #!!Scope Status!!Scope_Visual__c -!!Scope Status!!Scope_Status__c #!!Scope Status!!Scope_Visual__c #!!Send to Third-Party Expenses Application!!Send_to_Third_Party_Expenses_Application__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 -!!Services Billing Time Period Type!!Services_Billing_Time_Period_Type__c -!!Share with Project Manager!!Share_with_Project_Manager__c -!!Share with Project Manager!!Share_with_Project_Manager__c -!!Share with Project Resources!!Share_with_Project_Resources__c -!!Share with Project Resources!!Share_with_Project_Resources__c -!!Stage!!Stage__c -!!Stage!!Stage__c -!!Start Date!!Start_Date__c -!!Start Date!!Start_Date__c -!!Sync with Jira!!Sync_With_Jira__c -!!Sync with Jira!!Sync_With_Jira__c #!!Tasks Total Percent Complete (Points)!!Tasks_Total_Percent_Complete_Points__c #!!Tasks Total Percent Complete (Points)!!Tasks_Total_Percent_Complete_Points__c -!!Tasks Total Points!!Tasks_Total_Points__c -!!Tasks Total Points!!Tasks_Total_Points__c -!!Tasks Total Points Complete!!Tasks_Total_Points_Complete__c -!!Tasks Total Points Complete!!Tasks_Total_Points_Complete__c -!!Template!!Is_Template__c -!!Template!!Is_Template__c -!!Time Credited!!Time_Credited__c -!!Time Credited!!Time_Credited__c -!!Time Excluded!!Time_Excluded__c -!!Time Excluded!!Time_Excluded__c -!!Time Zone!!Time_Zone__c -!!Time Zone!!Time_Zone__c -!!Total Assigned Hours!!Total_Assigned_Hours__c -!!Total Assigned Hours!!Total_Assigned_Hours__c #!!Total Costs!!Total_Costs__c #!!Total Costs!!Total_Costs__c -!!Total Number of Tasks!!Total_Number_of_Tasks__c -!!Total Number of Tasks!!Total_Number_of_Tasks__c -!!Total Projected Revenue From Assignments!!Total_Projected_Revenue_From_Assignments__c -!!Total Projected Revenue From Assignments!!Total_Projected_Revenue_From_Assignments__c -!!Total Submitted Hours!!Total_Submitted_Hours__c -!!Total Submitted Hours!!Total_Submitted_Hours__c -!!Unscheduled Backlog!!Unscheduled_Backlog__c -!!Unscheduled Backlog!!Unscheduled_Backlog__c -!!Variance at Completion!!Variance_at_Completion__c -!!Variance at Completion!!Variance_at_Completion__c -!!Variance from Plan!!Variance_From_Plan__c -!!Variance from Plan!!Variance_From_Plan__c -!!Work Calendar!!Work_Calendar__c -!!Work Calendar!!Work_Calendar__c + Apply_Rate_Card_Discount() + Copy_From_Template() + Create_Change_Request() + Create_Project() + Create_Project_From_Template() + Create_Project_Version() + Gantt() + Manage_Project_Tasks() + Manage_Resource_Replacement() + Project_Billing() + Project_Gantt() + Project_Planner() + Project_Planner_Group() + Project_Planner_Practice() + Project_Planner_Region() + Share_Project() + View_Unfilled_Resource_Requests() + Run_Revenue_Forecast() + Run_Revenue_Forecast() Opportunity->Proj__c Resource_Request__c Resource Request +!!Resource Request Id!!Name #!!Account!!Account__c #!!Account!!Account__c #!!Account Link!!Account_Link__c #!!Account Link!!Account_Link__c #!!AccountId!!AccountId__c #!!AccountId!!AccountId__c -!!Allow Candidates to Self-Nominate!!Allow_Candidates_to_Self_Nominate__c -!!Allow Candidates to Self-Nominate!!Allow_Candidates_to_Self_Nominate__c -!!Assignment!!Assignment__c -!!Assignment!!Assignment__c #!!Average Cost Rate!!Average_Cost_Rate__c #!!Average Cost Rate!!Average_Cost_Rate__c -!!Average Cost Rate Currency Code!!Average_Cost_Rate_Currency_Code__c -!!Average Cost Rate Currency Code!!Average_Cost_Rate_Currency_Code__c -!!Average Cost Rate Number!!Average_Cost_Rate_Number__c -!!Average Cost Rate Number!!Average_Cost_Rate_Number__c -!!Eligible for Schedule Recalculation!!Eligible_for_Schedule_Recalculation__c -!!Eligible for Schedule Recalculation!!Eligible_for_Schedule_Recalculation__c -!!End Date!!End_Date__c -!!End Date!!End_Date__c -!!Exclude from Planners!!Exclude_from_Planners__c -!!Exclude from Planners!!Exclude_from_Planners__c -!!Exclude from Utilization!!Exclude_From_Utilization__c -!!Exclude from Utilization!!Exclude_From_Utilization__c -!!Group!!Group__c -!!Group!!Group__c -!!Information for Prospective Candidates!!Information_for_Prospective_Candidates__c -!!Information for Prospective Candidates!!Information_for_Prospective_Candidates__c -!!Latitude (PSA)!!Latitude_PSA__c -!!Latitude (PSA)!!Latitude_PSA__c -!!Longitude (PSA)!!Longitude_PSA__c -!!Longitude (PSA)!!Longitude_PSA__c -!!Milestone!!Milestone__c -!!Milestone!!Milestone__c -!!Notes!!Notes__c -!!Notes!!Notes__c -!!Opportunity!!Opportunity__c -!!Opportunity!!Opportunity__c #!!Opportunity Probability (%)!!Opportunity_Probability__c #!!Opportunity Probability (%)!!Opportunity_Probability__c -!!Percent Allocated!!Percent_Allocated__c -!!Percent Allocated!!Percent_Allocated__c -!!Planned Bill Rate!!Planned_Bill_Rate__c -!!Planned Bill Rate!!Planned_Bill_Rate__c -!!Practice!!Practice__c -!!Practice!!Practice__c -!!Preferred Schedule!!Preferred_Schedule__c -!!Preferred Schedule!!Preferred_Schedule__c -!!Primary Skill / Certification!!Primary_Skill_Certification__c -!!Primary Skill / Certification!!Primary_Skill_Certification__c -!!Primary Skill Minimum Rating!!Primary_Skill_Minimum_Rating__c -!!Primary Skill Minimum Rating!!Primary_Skill_Minimum_Rating__c -!!Project!!Project__c -!!Project!!Project__c -!!Rate Card!!Rate_Card__c -!!Rate Card!!Rate_Card__c -!!Region!!Region__c -!!Region!!Region__c -!!Related Resource Request Staffed On!!Related_Resource_Request_Staffed_On__c -!!Related Resource Request Staffed On!!Related_Resource_Request_Staffed_On__c #!!Request Billable Amount!!Request_Billable_Amount__c #!!Request Billable Amount!!Request_Billable_Amount__c -!!Request Priority!!Request_Priority__c -!!Request Priority!!Request_Priority__c -!!Requested Bill Rate!!Requested_Bill_Rate__c -!!Requested Bill Rate!!Requested_Bill_Rate__c -!!Requested Hours!!SOW_Hours__c -!!Requested Hours!!SOW_Hours__c -!!Resource!!Staffer_Resource__c -!!Resource!!Staffer_Resource__c -!!Resource Held!!Resource_Held__c -!!Resource Held!!Resource_Held__c -!!Resource Request Name!!Resource_Request_Name__c -!!Resource Request Name!!Resource_Request_Name__c -!!Resource Request Set!!Resource_Request_Set__c -!!Resource Request Set!!Resource_Request_Set__c -!!Resource Role!!Resource_Role__c -!!Resource Role!!Resource_Role__c -!!Self-Nomination Deadline!!Self_Nomination_Deadline__c -!!Self-Nomination Deadline!!Self_Nomination_Deadline__c -!!Staffed Related Resource Request!!Staffed_Related_Resource_Request__c -!!Staffed Related Resource Request!!Staffed_Related_Resource_Request__c -!!Staffer Approval Required!!Staffer_Approval_Required__c -!!Staffer Approval Required!!Staffer_Approval_Required__c -!!Start Date!!Start_Date__c -!!Start Date!!Start_Date__c -!!Status!!Status__c -!!Status!!Status__c #!!Suggested Bill Rate!!Suggested_Bill_Rate__c #!!Suggested Bill Rate!!Suggested_Bill_Rate__c -!!Suggested Bill Rate Currency Code!!Suggested_Bill_Rate_Currency_Code__c -!!Suggested Bill Rate Currency Code!!Suggested_Bill_Rate_Currency_Code__c -!!Suggested Bill Rate Number!!Suggested_Bill_Rate_Number__c -!!Suggested Bill Rate Number!!Suggested_Bill_Rate_Number__c -!!Suggested Resource!!Resource__c -!!Suggested Resource!!Resource__c -!!Update Related Resource Requests!!Update_Related_Resource_Requests__c -!!Update Related Resource Requests!!Update_Related_Resource_Requests__c -!!Utilization Run!!Utilization_Run__c -!!Utilization Run!!Utilization_Run__c -!!Work City (PSA)!!Work_City_PSA__c -!!Work City (PSA)!!Work_City_PSA__c -!!Work Country (PSA)!!Work_Country_PSA__c -!!Work Country (PSA)!!Work_Country_PSA__c -!!Work State/Province (PSA)!!Work_State_PSA__c -!!Work State/Province (PSA)!!Work_State_PSA__c -!!Work Street (PSA)!!Work_Street_PSA__c -!!Work Street (PSA)!!Work_Street_PSA__c -!!Work Zip/Postal Code (PSA)!!Work_PostalCode_PSA__c -!!Work Zip/Postal Code (PSA)!!Work_PostalCode_PSA__c + Assign_Selected_Held_Resource_Requests() + Create_Resource_Request_Set() + Load_in_Planners() + Mass_Update_Resource_Requests() + OppAddResReqFromTemplate() + Request_Resources() + Request_Resources_For_Project() + Reschedule_Resource_Requests() + Search_Resources() + View_Unfilled_Resource_Requests() Resource_Request__c->Opportunity Resource_Request__c->Proj__c Milestone__c Milestone +!!Milestone Name!!Name -!!% Hours Completed for Recognition!!Percent_Hours_Completed_For_Recognition__c -!!% Hours Completed for Recognition!!Percent_Hours_Completed_For_Recognition__c -!!Action: Refresh Expense Roll-Ups!!Action_Refresh_Expense_Rollups__c -!!Action: Refresh Expense Roll-Ups!!Action_Refresh_Expense_Rollups__c -!!Action: Refresh Timecard Roll-Ups!!Action_Refresh_Timecard_Rollups__c -!!Action: Refresh Timecard Roll-Ups!!Action_Refresh_Timecard_Rollups__c -!!Actual Date!!Actual_Date__c -!!Actual Date!!Actual_Date__c -!!Admin Global Edit!!Admin_Global_Edit__c -!!Admin Global Edit!!Admin_Global_Edit__c -!!Apply Default Bill Rate to Timecard!!Apply_Default_Bill_Rate_to_Timecard__c -!!Apply Default Bill Rate to Timecard!!Apply_Default_Bill_Rate_to_Timecard__c -!!Approved!!Approved__c -!!Approved!!Approved__c -!!Approved for Billing!!Approved_for_Billing__c -!!Approved for Billing!!Approved_for_Billing__c -!!Approved for Vendor Payment!!Approved_for_Vendor_Payment__c -!!Approved for Vendor Payment!!Approved_for_Vendor_Payment__c -!!Approver!!Approver__c -!!Approver!!Approver__c -!!Audit Notes!!Audit_Notes__c -!!Audit Notes!!Audit_Notes__c -!!Bill Date!!Bill_Date__c -!!Bill Date!!Bill_Date__c -!!Bill Transaction!!Bill_Transaction__c -!!Bill Transaction!!Bill_Transaction__c -!!Billable Amount In Financials!!Billable_Amount_In_Financials__c -!!Billable Amount In Financials!!Billable_Amount_In_Financials__c -!!Billable Amount Submitted!!Billable_Amount_Submitted__c -!!Billable Amount Submitted!!Billable_Amount_Submitted__c -!!Billable Days In Financials!!Billable_Days_In_Financials__c -!!Billable Days In Financials!!Billable_Days_In_Financials__c -!!Billable Days Submitted!!Billable_Days_Submitted__c -!!Billable Days Submitted!!Billable_Days_Submitted__c -!!Billable Expenses In Financials!!Billable_Expenses_In_Financials__c -!!Billable Expenses In Financials!!Billable_Expenses_In_Financials__c -!!Billable Expenses Submitted!!Billable_Expenses_Submitted__c -!!Billable Expenses Submitted!!Billable_Expenses_Submitted__c -!!Billable Hours In Financials!!Billable_Hours_In_Financials__c -!!Billable Hours In Financials!!Billable_Hours_In_Financials__c -!!Billable Hours Submitted!!Billable_Hours_Submitted__c -!!Billable Hours Submitted!!Billable_Hours_Submitted__c -!!Billed!!Billed__c -!!Billed!!Billed__c #!!Billing Event!!Billing_Event__c #!!Billing Event!!Billing_Event__c #!!Billing Event Invoiced!!Billing_Event_Invoiced__c #!!Billing Event Invoiced!!Billing_Event_Invoiced__c -!!Billing Event Item!!Billing_Event_Item__c -!!Billing Event Item!!Billing_Event_Item__c #!!Billing Event Released!!Billing_Event_Released__c #!!Billing Event Released!!Billing_Event_Released__c #!!Billing Event Status!!Billing_Event_Status__c #!!Billing Event Status!!Billing_Event_Status__c -!!Billing Hold!!Billing_Hold__c -!!Billing Hold!!Billing_Hold__c -!!Closed for Expense Entry!!Closed_for_Expense_Entry__c -!!Closed for Expense Entry!!Closed_for_Expense_Entry__c -!!Closed for Time Entry!!Closed_for_Time_Entry__c -!!Closed for Time Entry!!Closed_for_Time_Entry__c -!!Cost Transaction!!Cost_Transaction__c -!!Cost Transaction!!Cost_Transaction__c -!!Default Bill Rate!!Default_Bill_Rate__c -!!Default Bill Rate!!Default_Bill_Rate__c -!!Default Bill Rate is Daily Rate!!Default_Bill_Rate_is_Daily_Rate__c -!!Default Bill Rate is Daily Rate!!Default_Bill_Rate_is_Daily_Rate__c -!!Description!!Description__c -!!Description!!Description__c -!!Disable Project Task Hours Roll Up!!Disable_Project_Task_Hours_Roll_Up__c -!!Disable Project Task Hours Roll Up!!Disable_Project_Task_Hours_Roll_Up__c #!!Eligible for Billing!!Eligible_for_Billing__c #!!Eligible for Billing!!Eligible_for_Billing__c -!!Estimated Time To Completion!!Estimated_Time_To_Completion__c -!!Estimated Time To Completion!!Estimated_Time_To_Completion__c -!!Exclude from Billing!!Exclude_from_Billing__c -!!Exclude from Billing!!Exclude_from_Billing__c -!!Include In Financials!!Include_In_Financials__c -!!Include In Financials!!Include_In_Financials__c -!!Invoice Date!!Invoice_Date__c -!!Invoice Date!!Invoice_Date__c -!!Invoice Number!!Invoice_Number__c -!!Invoice Number!!Invoice_Number__c -!!Invoice Transaction!!Invoice_Transaction__c -!!Invoice Transaction!!Invoice_Transaction__c -!!Invoiced!!Invoiced__c -!!Invoiced!!Invoiced__c -!!Log Milestone Cost As External!!Log_Milestone_Cost_As_External__c -!!Log Milestone Cost As External!!Log_Milestone_Cost_As_External__c -!!Milestone Amount!!Milestone_Amount__c -!!Milestone Amount!!Milestone_Amount__c -!!Milestone Cost!!Milestone_Cost__c -!!Milestone Cost!!Milestone_Cost__c -!!Non-Billable Days In Financials!!Non_Billable_Days_In_Financials__c -!!Non-Billable Days In Financials!!Non_Billable_Days_In_Financials__c -!!Non-Billable Days Submitted!!Non_Billable_Days_Submitted__c -!!Non-Billable Days Submitted!!Non_Billable_Days_Submitted__c -!!Non-Billable Expenses In Financials!!Non_Billable_Expenses_In_Financials__c -!!Non-Billable Expenses In Financials!!Non_Billable_Expenses_In_Financials__c -!!Non-Billable Expenses Submitted!!Non_Billable_Expenses_Submitted__c -!!Non-Billable Expenses Submitted!!Non_Billable_Expenses_Submitted__c -!!Non-Billable Hours In Financials!!Non_Billable_Hours_In_Financials__c -!!Non-Billable Hours In Financials!!Non_Billable_Hours_In_Financials__c -!!Non-Billable Hours Submitted!!Non_Billable_Hours_Submitted__c -!!Non-Billable Hours Submitted!!Non_Billable_Hours_Submitted__c -!!Override Project Group!!Override_Project_Group__c -!!Override Project Group!!Override_Project_Group__c #!!Override Project Group Currency Code!!Override_Project_Group_Currency_Code__c #!!Override Project Group Currency Code!!Override_Project_Group_Currency_Code__c -!!Override Project Practice!!Override_Project_Practice__c -!!Override Project Practice!!Override_Project_Practice__c #!!Override Project Practice Currency Code!!Override_Project_Practice_Currency_Code__c #!!Override Project Practice Currency Code!!Override_Project_Practice_Currency_Code__c -!!Override Project Region!!Override_Project_Region__c -!!Override Project Region!!Override_Project_Region__c #!!Override Project Region Currency Code!!Override_Project_Region_Currency_Code__c #!!Override Project Region Currency Code!!Override_Project_Region_Currency_Code__c -!!Planned Hours!!Planned_Hours__c -!!Planned Hours!!Planned_Hours__c -!!Project!!Project__c -!!Project!!Project__c -!!Project Currency Exchange Rate!!Project_Currency_Exchange_Rate__c -!!Project Currency Exchange Rate!!Project_Currency_Exchange_Rate__c -!!Project Task Hours!!Project_Task_Hours__c -!!Project Task Hours!!Project_Task_Hours__c -!!Recognition Method!!Recognition_Method__c -!!Recognition Method!!Recognition_Method__c -!!Requires Customer Sign-off!!Requires_Customer_Sign_off__c -!!Requires Customer Sign-off!!Requires_Customer_Sign_off__c -!!Start Date!!Start_Date__c -!!Start Date!!Start_Date__c -!!Status!!Status__c -!!Status!!Status__c -!!Target Date!!Target_Date__c -!!Target Date!!Target_Date__c -!!Timecard External Costs In Financials!!Timecard_External_Costs_In_Financials__c -!!Timecard External Costs In Financials!!Timecard_External_Costs_In_Financials__c -!!Timecard External Costs Submitted!!Timecard_External_Costs_Submitted__c -!!Timecard External Costs Submitted!!Timecard_External_Costs_Submitted__c -!!Timecard Internal Costs In Financials!!Timecard_Internal_Costs_In_Financials__c -!!Timecard Internal Costs In Financials!!Timecard_Internal_Costs_In_Financials__c -!!Timecard Internal Costs Submitted!!Timecard_Internal_Costs_Submitted__c -!!Timecard Internal Costs Submitted!!Timecard_Internal_Costs_Submitted__c -!!Total Completed Points from Tasks!!Total_Completed_Points_from_Tasks__c -!!Total Completed Points from Tasks!!Total_Completed_Points_from_Tasks__c -!!Total Number of Completed Tasks!!Total_Number_of_Completed_Tasks__c -!!Total Number of Completed Tasks!!Total_Number_of_Completed_Tasks__c -!!Total Number of Tasks!!Total_Number_of_Tasks__c -!!Total Number of Tasks!!Total_Number_of_Tasks__c -!!Total Points from Tasks!!Total_Points_from_Tasks__c -!!Total Points from Tasks!!Total_Points_from_Tasks__c -!!Transaction!!Transaction__c -!!Transaction!!Transaction__c -!!Vendor Account!!Vendor_Account__c -!!Vendor Account!!Vendor_Account__c -!!Vendor Invoice Item!!Vendor_Invoice_Item__c -!!Vendor Invoice Item!!Vendor_Invoice_Item__c + Clear_Billing_Data() + Link_to_Assignments() Resource_Request__c->Milestone__c Rate_Card__c Rate Card Resource_Request__c->Rate_Card__c Milestone__c->Proj__c Project_Task__c Project_Task__c Project_Task__c->Proj__c Project_Task__c->Milestone__c Project_Source__c Project Source +!!Name!!Name -!!Project!!Project__c -!!Source!!Source__c Project_Source__c->Proj__c Project_Task_Assignment__c Project Task Assignment Project_Task_Assignment__c->Resource_Request__c Project_Task_Assignment__c->Project_Task__c
© Copyright 2009–2021 FinancialForce.com, inc. Confidential – all rights reserved. Various trademarks held by their respective owners.