Key Objects and Object Relationship Model

Key Objects in Apex Business

Accounts

Companies we deal with. Either companies who buy our services (Clients) or companies we buy from (Vendors)

Contacts

People we deal with. Either external people (CRM Contacts) or Proximity staff (PSA Resources).

Opportunities

Work we are considering or actively bidding for

Resource Requests

Proximity staff being considered for an Opportunity

Projects

Work we are delivering

Assignments

The glue between a Project and a Resource (A Resource is Assigned to a Project)

Timecards

Time worked on an Assignment by a Resource

Schedules

The planned hours per week a Resource will work on a job

Work Calendars

The contracted hours a Resource works for Proximity per week