PSA Object Model Diagrams
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Billing Batch
Billing Event Items
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Revenue Recognition Forecasting
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Schedule and Rate Card
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Timecard and Assignment Settings
Timecard API
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Utilization Analytics
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G
Account
Account
-!!Add BEIs To Existing Batches!!Add_BEIs_To_Existing_Batches__c
-!!Add BEIs To Existing Batches!!Add_BEIs_To_Existing_Batches__c
-!!Foundations Worker Correlation!!ERP_Worker_Correlation_Id__c
-!!Foundations Worker Correlation!!ERP_Worker_Correlation_Id__c
-!!Services Billing Time Period Type!!Services_Billing_Time_Period_Type__c
-!!Services Billing Time Period Type!!Services_Billing_Time_Period_Type__c
+ Account_Billing()
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()
OpportunityLineItem
OpportunityLineItem
-!!Added To Project!!Added_To_Project__c
-!!Added To Project!!Added_To_Project__c
-!!IsServicesProductLine!!IsServicesProductLine__c
-!!IsServicesProductLine!!IsServicesProductLine__c
Product2
Product2
-!!Forecast Curve!!Forecast_Curve__c
-!!Forecast Curve!!Forecast_Curve__c
-!!IsServicesProduct!!IsServicesProduct__c
-!!IsServicesProduct!!IsServicesProduct__c
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