Overview of projectServiceAutomation

CDM standard entities

Entities

Name	Description
Account	Business that represents a customer or potential customer. The company that is billed in business transactions.
AccountPriceList	Sales price list for this customer to capture special pricing agreements for products, roles and categories.
ActualDataExport	Data export entity for the actual entity.
BatchJob	Placeholder for workflows used for machine learning scenarios.
BookableResourceCategory	Categorize resources that have capacity into categories such as roles.
BookableResourceCategoryAssn	Association entity to model the categorization of resources.
BookableResourceCharacteristic	Associates resources with their characteristics and specifies the proficiency level of a resource for that characteristic.
Characteristic	Skills, education and certifications of resources.
ContactPriceList	Specific sales price list for this customer to capture special pricing agreements for products, roles, and categories.
ContractLineInvoiceSchedule	List of dates that shows when invoicing for this customer should be run. This list is used by the invoice creation job.
ContractLineScheduleOfValue	List of billing milestones and invoice amounts for this project contract line.
Delegation	Delegation of time, expense entities among users
Estimate	Labor, cost, and revenue estimates for a project.
EstimateLine	Estimates on a per day timescale.
Expense	Main container that holds expense information.
ExpenseCategory	Main container that holds expense category information.
ExpenseReceipt	Table that contains expense receipt information.
Fact	Aggregated fact entity for actual transactions.
FieldComputation	Product properties whose values are to be considered as factors for quantity computation on a transaction line.
FindWorkEvent	Entity used for counting the number of times resources apply for open positions and other behavioral attributes of resources.
IntegrationJob	Staging table for integration data
IntegrationJobDetail	Staging table for integration data lines
Invoice	Order that has been billed.
InvoiceFrequency	Setup entity for invoice schedules.
InvoiceFrequencyDetail	List of days expressed as dates or day of week for a specific invoice schedule template.
InvoiceLineTransaction	Transactions that are associated to an invoice line.
InvoiceProduct	Line item in an invoice containing detailed billing information for a product.
Journal	Unposted business transactions, for example, time and expense.
JournalLine	Unposted business transaction line details.
Opportunity	Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion.
OpportunityLineResourceCategory	List of roles that will be considered as costs when understanding the profit of an opportunity line (Deprecated in v3.0)
OpportunityLineTransaction	Sales estimate detail of an opportunity line (Deprecated in v3.0)
OpportunityLineTransactionCategory	List of transaction categories that will be considered as costs when computing the profit of an opportunity line (Deprecated in v3.0)
OpportunityLineTransactionClassification	List of transaction classification heads, which are four broad cost categories of time, expense, material, and fee, that will be considered as costs when computing the profit of an opportunity line (Deprecated in v3.0)
OpportunityPriceList	Sales price list that will used by the opportunity to set default sales prices on all project-based components such as time and expense.
OpportunityProduct	Association between an opportunity and a product.
Order	Quote that has been accepted.
OrderLineResourceCategory	List of roles that will be considered as costs when computing the profit of a project contract line.
OrderLineTransaction	Sales estimate detail of an project contract line.
OrderLineTransactionCategory	List of transaction categories that will be considered as costs when computing the profit of a project contract line.
OrderLineTransactionClassification	List of transaction classification heads, which are four broad cost categories of time, expense, material, and fee, that will be considered as costs when computing the profit of a project contract line.
OrderPriceList	Sales price list used on the contract to set default sales prices on all project-based components such as time and expense.
OrderProduct	Line item in a sales order.
PriceList	Entity that defines pricing levels.
PricingDimension
PricingDimensionFieldName	Provides ability to override the field name for pricing dimension if the entity doesn't follow the same naming convention for the pricing dimension field as the price entity.
ProcessNotes	Stores messages or notes relevant to an operation or process executed by an entity.
Product	Information about products and their pricing information.
Project	Delivery entity in an engagement.
ProjectApproval
ProjectParameter	List of settings that determine the behavior of the project-based service solution.
ProjectParameterPriceList	Set of default cost and sales price lists that the company uses when there are no specific pricing agreements for cost and sales.
ProjectPriceList
ProjectServiceApproval	Container for approvals.
ProjectTask	Tasks related to project.
ProjectTaskDependency	Dependency data between tasks.
ProjectTaskStatusUser	User status for project tasks (Deprecated in v3.0).
ProjectTeam	Entity used to model relationship between resources and project teams.
ProjectTeamMemberSignUp	Entity used to capture all resources that have applied for open position on projects.
ProjectTransactionCategory	(Deprecated in v3.0)
Quote	Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer.
QuoteLineAnalyticsBreakdown	Reporting entity that is used to show quoted sales and estimated cost amounts by various dimensions.
QuoteLineInvoiceSchedule	List of dates on which invoicing for this customer should be run. This list is used by an invoice creation job.
QuoteLineResourceCategory	List of roles that will be considered as costs when understanding the profit of a quote line.
QuoteLineScheduleOfValue	List of billing milestones and invoice amounts for this quote line.
QuoteLineTransaction	Sales estimate detail of a quote line.
QuoteLineTransactionCategory	List of transaction categories that will be considered as costs when computing the profit of a quote line.
QuoteLineTransactionClassification	List of transaction classification heads, the four broad cost classifications of time, expense, material, and fee, that will be considered as costs when computing the profit of a quote line.
QuotePriceList	Sales price list that will used by the quote to default sales prices on all project-based components such as time and expense.
QuoteProduct	Product line item in a quote. The details include such information as product ID, description, quantity, and cost.
RatingModel	Represents a model to evaluate skills or other related entities.
ResourceAssignment	Entity used to keep track of resource assignment header information on tasks.
ResourceAssignmentDetail	Entity used to keep track of resource assignment details on tasks.
ResourceCategoryPriceLevel	List of prices by role on a price list.
ResourceRequest	Entity that wraps the resource requirement to capture the type of resources, skills, and location required.
ResultCache	Cache for scored work items per resource that are returned from Azure Machine Learning.
RoleCompetencyRequirement	Entity used to associate skills in a role.
RolePriceMarkup	List of markups for prices by role on a price list.
RoleUtilization	Gathers data about utilization per role to display in a chart
TimeEntry	Entity used for time entry.
TimeOffCalendar	Relationship table for time off calendar entries.
TransactionCategory	Business transaction categories to classify costs and revenue.
TransactionCategoryClassification	Entity used to associate a category broadly as time, expense or material.
TransactionCategoryHierarchyElement	Hierarchical relationship of the transaction category with a root node.
TransactionCategoryPriceLevel	List of prices by category on a price list.
TransactionConnection	System entity used to establish connections between the cost, unbilled revenue, and billed revenue components of a transaction as they happen.
TransactionType	Broad classification, such as time or expense, and the context such cost, unbilled revenue, or billed revenue of a project actual.
UserWorkHistory	Entity used to look up resources based on demonstrated skills.