PSA Object Model Diagrams
Home
Objects
Assignment and Milestone
Backlog
Billing Batch
Billing Event Items
Billing Events
Budgets
Enhanced Forecasting Setup
Enhanced Services Forecasting
Expenses
Groups
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
SF Objects
Skills
Teams
Time and Calendar
Time Variance
Timecard and Assignment Settings
Timecard API
Timecards
Transactions
Utilization
Utilization Analytics
Vendor Invoices
G
Expense__c
Expense
+!!Expense Number!!Name
-!!Admin Global Edit!!Admin_Global_Edit__c
-!!Admin Global Edit!!Admin_Global_Edit__c
-!!Amount!!Amount__c
-!!Amount!!Amount__c
#!!Amount To Bill!!Amount_To_Bill__c
#!!Amount To Bill!!Amount_To_Bill__c
#!!Amount To Reimburse!!Amount_To_Reimburse__c
#!!Amount To Reimburse!!Amount_To_Reimburse__c
-!!Applied Expense Rate!!Applied_Expense_Rate__c
-!!Applied Expense Rate!!Applied_Expense_Rate__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
-!!Assignment!!Assignment__c
-!!Assignment!!Assignment__c
-!!Attachments moved to ER!!Attachments_moved_to_ER__c
-!!Attachments moved to ER!!Attachments_moved_to_ER__c
-!!Audit Notes!!Audit_Notes__c
-!!Audit Notes!!Audit_Notes__c
-!!Audit Notes History!!Audit_Notes_History__c
-!!Audit Notes History!!Audit_Notes_History__c
-!!Bill Date!!Bill_Date__c
-!!Bill Date!!Bill_Date__c
-!!Bill Transaction!!Bill_Transaction__c
-!!Bill Transaction!!Bill_Transaction__c
-!!Billable!!Billable__c
-!!Billable!!Billable__c
#!!Billable Amount!!Billable_Amount__c
#!!Billable Amount!!Billable_Amount__c
#!!Billable Fee Flat!!Billable_Fee_Flat__c
#!!Billable Fee Flat!!Billable_Fee_Flat__c
-!!Billable Fee Flat Amount!!Billable_Fee_Flat_Amount__c
-!!Billable Fee Flat Amount!!Billable_Fee_Flat_Amount__c
-!!Billable Fee Percentage!!Billable_Fee_Percentage__c
-!!Billable Fee Percentage!!Billable_Fee_Percentage__c
-!!Billed!!Billed__c
-!!Billed!!Billed__c
-!!Billing Amount!!Billing_Amount__c
-!!Billing Amount!!Billing_Amount__c
-!!Billing Amount (Pre-Fee Subtotal)!!Billing_Amount_Pre_Fee_Subtotal__c
-!!Billing Amount (Pre-Fee Subtotal)!!Billing_Amount_Pre_Fee_Subtotal__c
-!!Billing Currency!!Billing_Currency__c
-!!Billing Currency!!Billing_Currency__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
-!!Cost Transaction!!Cost_Transaction__c
-!!Cost Transaction!!Cost_Transaction__c
-!!Description!!Description__c
-!!Description!!Description__c
-!!Distance!!Distance__c
-!!Distance!!Distance__c
#!!Eligible for Billing!!Eligible_for_Billing__c
#!!Eligible for Billing!!Eligible_for_Billing__c
-!!Exchange Rate (Billing Currency)!!Exchange_Rate_Billing_Currency__c
-!!Exchange Rate (Billing Currency)!!Exchange_Rate_Billing_Currency__c
-!!Exchange Rate (Incurred Currency)!!Exchange_Rate_Incurred_Currency__c
-!!Exchange Rate (Incurred Currency)!!Exchange_Rate_Incurred_Currency__c
-!!Exchange Rate (Reimbursement Currency)!!Exchange_Rate_Reimbursement_Currency__c
-!!Exchange Rate (Reimbursement Currency)!!Exchange_Rate_Reimbursement_Currency__c
-!!Exchange Rate (Resource-Defined)!!Exchange_Rate_Resource_Defined__c
-!!Exchange Rate (Resource-Defined)!!Exchange_Rate_Resource_Defined__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!Expense Date!!Expense_Date__c
-!!Expense Date!!Expense_Date__c
-!!Expense Report!!Expense_Report__c
-!!Expense Report!!Expense_Report__c
-!!Expense Split Parent!!Expense_Split_Parent__c
-!!Expense Split Parent!!Expense_Split_Parent__c
-!!Include In Financials!!Include_In_Financials__c
-!!Include In Financials!!Include_In_Financials__c
-!!Incurred Tax!!Incurred_Tax__c
-!!Incurred Tax!!Incurred_Tax__c
-!!Incurred Tax Non-Billable!!Incurred_Tax_Non_Billable__c
-!!Incurred Tax Non-Billable!!Incurred_Tax_Non_Billable__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
-!!Lost Receipt!!Lost_Receipt__c
-!!Lost Receipt!!Lost_Receipt__c
-!!Milestone!!Milestone__c
-!!Milestone!!Milestone__c
-!!Mobile Expense Reference ID!!Mobile_Expense_Reference_ID__c
-!!Mobile Expense Reference ID!!Mobile_Expense_Reference_ID__c
#!!Non-Billable Amount!!Non_Billable_Amount__c
#!!Non-Billable Amount!!Non_Billable_Amount__c
-!!Non-Billable Incurred Amount!!Non_Billable_Incurred_Amount__c
-!!Non-Billable Incurred Amount!!Non_Billable_Incurred_Amount__c
#!!Non-Billable Incurred Subtotal!!Non_Billable_Incurred_Subtotal__c
#!!Non-Billable Incurred Subtotal!!Non_Billable_Incurred_Subtotal__c
-!!Non-Reimbursable!!Non_Reimbursible__c
-!!Non-Reimbursable!!Non_Reimbursible__c
-!!Notes!!Notes__c
-!!Notes!!Notes__c
-!!Override Group!!Override_Group__c
-!!Override Group!!Override_Group__c
#!!Override Group Currency Code!!Override_Group_Currency_Code__c
#!!Override Group Currency Code!!Override_Group_Currency_Code__c
-!!Override Practice!!Override_Practice__c
-!!Override Practice!!Override_Practice__c
#!!Override Practice Currency Code!!Override_Practice_Currency_Code__c
#!!Override Practice Currency Code!!Override_Practice_Currency_Code__c
-!!Override Rate (Billing Currency)!!Override_Rate_Billing_Currency__c
-!!Override Rate (Billing Currency)!!Override_Rate_Billing_Currency__c
-!!Override Rate (Incurred Currency)!!Override_Rate_Incurred_Currency__c
-!!Override Rate (Incurred Currency)!!Override_Rate_Incurred_Currency__c
-!!Override Rate (Reimbursement Currency)!!Override_Rate_Reimbursement_Currency__c
-!!Override Rate (Reimbursement Currency)!!Override_Rate_Reimbursement_Currency__c
-!!Override Region!!Override_Region__c
-!!Override Region!!Override_Region__c
#!!Override Region Currency Code!!Override_Region_Currency_Code__c
#!!Override Region Currency Code!!Override_Region_Currency_Code__c
-!!Project!!Project__c
-!!Project!!Project__c
-!!Project Methodology!!Project_Methodology__c
-!!Project Methodology!!Project_Methodology__c
-!!Project Phase!!Project_Phase__c
-!!Project Phase!!Project_Phase__c
-!!Rate Unit!!Rate_Unit__c
-!!Rate Unit!!Rate_Unit__c
-!!Recognition Method!!Recognition_Method__c
-!!Recognition Method!!Recognition_Method__c
-!!Reimbursement Amount!!Reimbursement_Amount__c
-!!Reimbursement Amount!!Reimbursement_Amount__c
-!!Reimbursement Amount In Project Currency!!Reimbursement_Amount_In_Project_Currency__c
-!!Reimbursement Amount In Project Currency!!Reimbursement_Amount_In_Project_Currency__c
-!!Reimbursement Currency!!Reimbursement_Currency__c
-!!Reimbursement Currency!!Reimbursement_Currency__c
-!!Resource!!Resource__c
-!!Resource!!Resource__c
-!!Revenue Transaction!!Revenue_Transaction__c
-!!Revenue Transaction!!Revenue_Transaction__c
-!!Split Expense!!Split_Expense__c
-!!Split Expense!!Split_Expense__c
-!!Split Notes!!Split_Notes__c
-!!Split Notes!!Split_Notes__c
-!!Status!!Status__c
-!!Status!!Status__c
-!!Submitted!!Submitted__c
-!!Submitted!!Submitted__c
-!!Synchronous Update Required!!Synchronous_Update_Required__c
-!!Synchronous Update Required!!Synchronous_Update_Required__c
-!!Tax Type!!Tax_Type__c
-!!Tax Type!!Tax_Type__c
-!!Third-Party Expenses App Expense ID!!Third_Party_Expenses_App_Expense_ID__c
-!!Third-Party Expenses App Expense ID!!Third_Party_Expenses_App_Expense_ID__c
-!!Type!!Type__c
-!!Type!!Type__c
-!!Vendor Invoice Item!!Vendor_Invoice_Item__c
-!!Vendor Invoice Item!!Vendor_Invoice_Item__c
+ Admin_Edit()
+ Clear_Billing_Data()
+ Edit_Expenses()
+ Multiple_Expense_Entry_UI()
+ Ready_to_Submit()
Expense_Limit_Rate__c
Expense Limit / Rate
+!!Expense Limit / Rate Name!!Name
-!!Active!!Is_Active__c
-!!Active!!Is_Active__c
-!!Amount!!Amount__c
-!!Amount!!Amount__c
-!!Cascading!!Cascading__c
-!!Cascading!!Cascading__c
-!!Currency Effective Date!!Currency_Effective_Date__c
-!!Currency Effective Date!!Currency_Effective_Date__c
-!!Description!!Description__c
-!!Description!!Description__c
-!!End Date!!End_Date__c
-!!End Date!!End_Date__c
-!!Group!!Group__c
-!!Group!!Group__c
-!!Practice!!Practice__c
-!!Practice!!Practice__c
-!!Project!!Project__c
-!!Project!!Project__c
-!!Rate!!Is_Rate__c
-!!Rate!!Is_Rate__c
-!!Rate Unit!!Rate_Unit__c
-!!Rate Unit!!Rate_Unit__c
-!!Region!!Region__c
-!!Region!!Region__c
-!!Resource Role!!Resource_Role__c
-!!Resource Role!!Resource_Role__c
-!!Start Date!!Start_Date__c
-!!Start Date!!Start_Date__c
-!!Type!!Type__c
-!!Type!!Type__c
Expense__c->Expense_Limit_Rate__c
Expense_Report__c
Expense Report
+!!Expense Report Name!!Name
-!!Action: Update Include In Financials!!Action_Check_Include_In_Financials__c
-!!Action: Update Include In Financials!!Action_Check_Include_In_Financials__c
-!!Admin Global Edit!!Admin_Global_Edit__c
-!!Admin Global Edit!!Admin_Global_Edit__c
-!!Approved!!Approved__c
-!!Approved!!Approved__c
-!!Approver!!Approver__c
-!!Approver!!Approver__c
-!!Assignment!!Assignment__c
-!!Assignment!!Assignment__c
-!!Audit Notes!!Audit_Notes__c
-!!Audit Notes!!Audit_Notes__c
-!!Audit Notes History!!Audit_Notes_History__c
-!!Audit Notes History!!Audit_Notes_History__c
-!!Billable!!Billable__c
-!!Billable!!Billable__c
-!!Description!!Description__c
-!!Description!!Description__c
-!!Disable Approval Auto Submit!!Disable_Approval_Auto_Submit__c
-!!Disable Approval Auto Submit!!Disable_Approval_Auto_Submit__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!Exclude from Billing!!Exclude_from_Billing__c
-!!Expense Report Reference!!Expense_Report_Reference__c
-!!Expense Report Reference!!Expense_Report_Reference__c
-!!First Expense Date!!First_Expense_Date__c
-!!First Expense Date!!First_Expense_Date__c
-!!Include In Financials!!Include_In_Financials__c
-!!Include In Financials!!Include_In_Financials__c
-!!Last Expense Date!!Last_Expense_Date__c
-!!Last Expense Date!!Last_Expense_Date__c
-!!Lines Billed!!Billed__c
-!!Lines Billed!!Billed__c
-!!Lines Invoiced!!Invoiced__c
-!!Lines Invoiced!!Invoiced__c
-!!Milestone!!Milestone__c
-!!Milestone!!Milestone__c
-!!Override Group!!Override_Group__c
-!!Override Group!!Override_Group__c
-!!Override Practice!!Override_Practice__c
-!!Override Practice!!Override_Practice__c
-!!Override Region!!Override_Region__c
-!!Override Region!!Override_Region__c
-!!Project!!Project__c
-!!Project!!Project__c
#!!Project Expense Notes!!Project_Expense_Notes__c
#!!Project Expense Notes!!Project_Expense_Notes__c
-!!Project Methodology!!Project_Methodology__c
-!!Project Methodology!!Project_Methodology__c
-!!Project Phase!!Project_Phase__c
-!!Project Phase!!Project_Phase__c
-!!Reimbursement Currency!!Reimbursement_Currency__c
-!!Reimbursement Currency!!Reimbursement_Currency__c
-!!Resource!!Resource__c
-!!Resource!!Resource__c
-!!Status!!Status__c
-!!Status!!Status__c
-!!Submitted!!Submitted__c
-!!Submitted!!Submitted__c
-!!Third-Party Expenses App Report ID!!Third_Party_Expenses_App_Report_ID__c
-!!Third-Party Expenses App Report ID!!Third_Party_Expenses_App_Report_ID__c
-!!Total Billable Amount!!Total_Billable_Amount__c
-!!Total Billable Amount!!Total_Billable_Amount__c
-!!Total Non-Billable Amount!!Total_Non_Billable_Amount__c
-!!Total Non-Billable Amount!!Total_Non_Billable_Amount__c
-!!Total Reimbursement Amount!!Total_Reimbursement_Amount__c
-!!Total Reimbursement Amount!!Total_Reimbursement_Amount__c
+ Admin_Edit()
+ Clear_Billing_Data()
+ Combine_Attachments()
+ Multiple_Expense_Entry_UI()
Expense__c->Expense_Report__c
Contact
Contact
Expense__c->Contact
Expense_Report__c->Contact
© Copyright 2009–2022 FinancialForce.com, inc. All rights reserved. Various trademarks held by their respective owners.