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
Revenue_Forecast__c
Revenue Forecast
+!!Revenue Forecast Name!!Name
#!!Actuals!!Actuals__c
#!!Actuals!!Actuals__c
#!!Corp: Actuals!!Corp_Actuals__c
#!!Corp: Actuals!!Corp_Actuals__c
-!!Corp: Currency!!Corp_Currency__c
-!!Corp: Currency!!Corp_Currency__c
-!!Corp: Revenue Pending Recognition!!Corp_Revenue_Pending_Recognition__c
-!!Corp: Revenue Pending Recognition!!Corp_Revenue_Pending_Recognition__c
-!!Corp: Revenue Recognized to Date!!Corp_Revenue_Recognized_To_Date__c
-!!Corp: Revenue Recognized to Date!!Corp_Revenue_Recognized_To_Date__c
-!!Corp: Scheduled Revenue!!Corp_Scheduled_Revenue__c
-!!Corp: Scheduled Revenue!!Corp_Scheduled_Revenue__c
-!!Corp: Unscheduled Revenue!!Corp_Unscheduled_Revenue__c
-!!Corp: Unscheduled Revenue!!Corp_Unscheduled_Revenue__c
-!!Last Updated!!Last_Updated__c
-!!Last Updated!!Last_Updated__c
-!!Milestone!!Milestone__c
-!!Milestone!!Milestone__c
-!!Opportunity!!Opportunity__c
-!!Opportunity!!Opportunity__c
-!!Opportunity Probability (%)!!Opportunity_Probability__c
-!!Opportunity Probability (%)!!Opportunity_Probability__c
-!!Project!!Project__c
-!!Project!!Project__c
-!!Revenue Pending Recognition!!Revenue_Pending_Recognition__c
-!!Revenue Pending Recognition!!Revenue_Pending_Recognition__c
-!!Revenue Recognized to Date!!Revenue_Recognized_To_Date__c
-!!Revenue Recognized to Date!!Revenue_Recognized_To_Date__c
-!!Scheduled Revenue!!Scheduled_Revenue__c
-!!Scheduled Revenue!!Scheduled_Revenue__c
-!!Time Period!!Time_Period__c
-!!Time Period!!Time_Period__c
#!!Time Period End!!Time_Period_End__c
#!!Time Period End!!Time_Period_End__c
#!!Time Period Start!!Time_Period_Start__c
#!!Time Period Start!!Time_Period_Start__c
-!!Unscheduled Revenue!!Unscheduled_Revenue__c
-!!Unscheduled Revenue!!Unscheduled_Revenue__c
+ Run_Revenue_Forecast()
+ Run_Revenue_Forecast_Opportunity()
+ Run_Revenue_Forecast()
+ Run_Revenue_Forecast_Opportunity()
Milestone__c
Milestone
Revenue_Forecast__c->Milestone__c
Opportunity
Opportunity
Revenue_Forecast__c->Opportunity
Proj__c
Project
Revenue_Forecast__c->Proj__c
Time_Period__c
Time Period
Revenue_Forecast__c->Time_Period__c
Revenue_Forecast_Batch__c
Revenue Forecast Batch
+!!Revenue Forecast Name!!Name
-!!Batch ID!!Batch_Id__c
-!!Batch ID!!Batch_Id__c
-!!Batch Process!!Batch_Process__c
-!!Batch Process!!Batch_Process__c
-!!Status!!Status__c
-!!Status!!Status__c
Revenue_Forecast_Batch_Lock__c
Revenue Forecast Batch Lock
+!!Revenue Forecast Batch Lock Name!!Name
-!!Record ID!!Record_Id__c
-!!Record ID!!Record_Id__c
Revenue_Forecast_Batch_Log__c
Revenue Forecast Batch Log
+!!Revenue Forecast Batch Log Name!!Name
-!!Message!!Message__c
-!!Message!!Message__c
-!!Opportunity!!Opportunity__c
-!!Opportunity!!Opportunity__c
-!!Project!!Project__c
-!!Project!!Project__c
-!!Revenue Forecast Batch!!Revenue_Forecast_Batch__c
-!!Revenue Forecast Batch!!Revenue_Forecast_Batch__c
Revenue_Forecast_Batch_Log__c->Revenue_Forecast_Batch__c
Revenue_Forecast_Batch_Log__c->Opportunity
Revenue_Forecast_Batch_Log__c->Proj__c
Revenue_Forecast_Batch_Status__c
Revenue Forecast Batch Status
+!!Revenue Forecast Batch Status Name!!Name
-!!Opportunity!!Opportunity__c
-!!Opportunity!!Opportunity__c
-!!Record ID!!Record_Id__c
-!!Record ID!!Record_Id__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
Revenue_Forecast_Batch_Status__c->Opportunity
Revenue_Forecast_Setup__c
Revenue Forecast Setup
+!!Revenue Forecast Setup Name!!Name
-!!Active!!Active__c
-!!Active!!Active__c
-!!Custom Date for Deliverable Milestones!!Custom_Date_For_Deliverable_Milestones__c
-!!Custom Date for Deliverable Milestones!!Custom_Date_For_Deliverable_Milestones__c
-!!Custom Filter Field Set!!Custom_Filter_Field_Set__c
-!!Custom Filter Field Set!!Custom_Filter_Field_Set__c
-!!Exclude Opportunities!!Exclude_Opportunities__c
-!!Exclude Opportunities!!Exclude_Opportunities__c
-!!Exclude Opportunities for Versions!!Exclude_Opportunities_For_Versions__c
-!!Exclude Opportunities for Versions!!Exclude_Opportunities_For_Versions__c
-!!Exclude Probability from Opportunities!!Exclude_Opportunity_Probabilities__c
-!!Exclude Probability from Opportunities!!Exclude_Opportunity_Probabilities__c
-!!Exclude Resource Requests on Project!!Exclude_Resource_Requests_On_Project__c
-!!Exclude Resource Requests on Project!!Exclude_Resource_Requests_On_Project__c
-!!Exclude Revenue Recognition Actuals!!Exclude_Revenue_Recognition_Actuals__c
-!!Exclude Revenue Recognition Actuals!!Exclude_Revenue_Recognition_Actuals__c
-!!Exclude Scheduled Hrs in Closed Periods!!Exclude_Scheduled_Hrs_in_Closed_Periods__c
-!!Exclude Scheduled Hrs in Closed Periods!!Exclude_Scheduled_Hrs_in_Closed_Periods__c
-!!Exclude Unscheduled Revenue for Versions!!Exclude_Unscheduled_Revenue_For_Versions__c
-!!Exclude Unscheduled Revenue for Versions!!Exclude_Unscheduled_Revenue_For_Versions__c
-!!Expected Project End Date Field on Opp!!Project_End_Date_on_Opportunity__c
-!!Expected Project End Date Field on Opp!!Project_End_Date_on_Opportunity__c
-!!Expected Project Start Date Field on Opp!!Project_Start_Date_on_Opportunity__c
-!!Expected Project Start Date Field on Opp!!Project_Start_Date_on_Opportunity__c
-!!Forecast Factor Batch Size!!Forecast_Factor_Batch_Size__c
-!!Forecast Factor Batch Size!!Forecast_Factor_Batch_Size__c
-!!Hover Details Field Set on Milestone!!Hover_Details_Field_Set_On_Milestone__c
-!!Hover Details Field Set on Milestone!!Hover_Details_Field_Set_On_Milestone__c
-!!Hover Details Field Set on Opportunity!!Hover_Details_Field_Set_On_Opportunity__c
-!!Hover Details Field Set on Opportunity!!Hover_Details_Field_Set_On_Opportunity__c
-!!Hover Details Field Set on Project!!Hover_Details_Field_Set_On_Project__c
-!!Hover Details Field Set on Project!!Hover_Details_Field_Set_On_Project__c
-!!Include Best Case!!Include_Best_Case__c
-!!Include Best Case!!Include_Best_Case__c
-!!Include Worst Case!!Include_Worst_Case__c
-!!Include Worst Case!!Include_Worst_Case__c
-!!Object for Version Grouping!!Version_Grouping_Primary__c
-!!Object for Version Grouping!!Version_Grouping_Primary__c
-!!Opportunity Batch Size!!Opportunity_Batch_Size__c
-!!Opportunity Batch Size!!Opportunity_Batch_Size__c
-!!Opportunity Best Case Threshold (%)!!Opportunity_Best_Case_Threshold__c
-!!Opportunity Best Case Threshold (%)!!Opportunity_Best_Case_Threshold__c
-!!Opportunity Expected Threshold (%)!!Opportunity_Expected_Case_Threshold__c
-!!Opportunity Expected Threshold (%)!!Opportunity_Expected_Case_Threshold__c
-!!Opportunity Worst Case Threshold (%)!!Opportunity_Worst_Case_Threshold__c
-!!Opportunity Worst Case Threshold (%)!!Opportunity_Worst_Case_Threshold__c
-!!Project Batch Size!!Project_Batch_Size__c
-!!Project Batch Size!!Project_Batch_Size__c
-!!Respect Permission Controls!!Respect_Permission_Controls__c
-!!Respect Permission Controls!!Respect_Permission_Controls__c
-!!Retain Pending Revenue in Closed Periods!!Retain_Pending_Revenue_In_Closed_Periods__c
-!!Retain Pending Revenue in Closed Periods!!Retain_Pending_Revenue_In_Closed_Periods__c
-!!Total Hours Field on Project!!Total_Hours_Field_on_Project__c
-!!Total Hours Field on Project!!Total_Hours_Field_on_Project__c
-!!Use Sched and Actual Hrs for % Complete!!Use_Sched_And_Actual_Hrs_In_Percent_Comp__c
-!!Use Sched and Actual Hrs for % Complete!!Use_Sched_And_Actual_Hrs_In_Percent_Comp__c
-!!Version Detail Batch Size!!Version_Detail_Batch_Size__c
-!!Version Detail Batch Size!!Version_Detail_Batch_Size__c
-!!Version Forecast Period!!Version_Forecast_Period__c
-!!Version Forecast Period!!Version_Forecast_Period__c
Revenue_Forecast_Type__c
Revenue Forecast Type
+!!Revenue Forecast Type Name!!Name
#!!Actuals!!Actuals__c
#!!Actuals!!Actuals__c
#!!Corp: Actuals!!Corp_Actuals__c
#!!Corp: Actuals!!Corp_Actuals__c
-!!Corp: Currency!!Corp_Currency__c
-!!Corp: Currency!!Corp_Currency__c
-!!Corp: Revenue Pending Recognition!!Corp_Revenue_Pending_Recognition__c
-!!Corp: Revenue Pending Recognition!!Corp_Revenue_Pending_Recognition__c
-!!Corp: Revenue Recognized to Date!!Corp_Revenue_Recognized_To_Date__c
-!!Corp: Revenue Recognized to Date!!Corp_Revenue_Recognized_To_Date__c
-!!Corp: Scheduled Revenue!!Corp_Scheduled_Revenue__c
-!!Corp: Scheduled Revenue!!Corp_Scheduled_Revenue__c
-!!Corp: Unscheduled Revenue!!Corp_Unscheduled_Revenue__c
-!!Corp: Unscheduled Revenue!!Corp_Unscheduled_Revenue__c
-!!Milestone!!Milestone__c
-!!Milestone!!Milestone__c
-!!Opportunity!!Opportunity__c
-!!Opportunity!!Opportunity__c
-!!Project!!Project__c
-!!Project!!Project__c
-!!Revenue Forecast!!Revenue_Forecast__c
-!!Revenue Forecast!!Revenue_Forecast__c
-!!Revenue Pending Recognition!!Revenue_Pending_Recognition__c
-!!Revenue Pending Recognition!!Revenue_Pending_Recognition__c
-!!Revenue Recognized to Date!!Revenue_Recognized_To_Date__c
-!!Revenue Recognized to Date!!Revenue_Recognized_To_Date__c
-!!Revenue Source!!Revenue_Source__c
-!!Revenue Source!!Revenue_Source__c
-!!Revenue Type!!Revenue_Type__c
-!!Revenue Type!!Revenue_Type__c
-!!Scheduled Revenue!!Scheduled_Revenue__c
-!!Scheduled Revenue!!Scheduled_Revenue__c
-!!Unscheduled Revenue!!Unscheduled_Revenue__c
-!!Unscheduled Revenue!!Unscheduled_Revenue__c
Revenue_Forecast_Type__c->Revenue_Forecast__c
Revenue_Forecast_Type__c->Milestone__c
Revenue_Forecast_Type__c->Opportunity
Revenue_Forecast_Type__c->Proj__c
Milestone__c->Proj__c
Opportunity->Proj__c
Proj__c->Time_Period__c
© Copyright 2009–2022 FinancialForce.com, inc. All rights reserved. Various trademarks held by their respective owners.