Glossary of Terms and Key Objects
TABLE OF CONTENTS
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
Object Relationship
Glossary of Terms
Apex Business
Proximity Vernacular
Opportunity
Request for Tender / Tender / Opportunity / Bid
Account
Client / Vendor / Supplier
Contact
Client Contact / Staff
Project
Job / Engagement
Timecard
Time Entry / Time Recording
Region
Location (State) - Geographic location of Project delivery
Practice
Combination of:
Solutions - Commercial / Legal / Consulting
Delivery Method - Onsite / Advisory / Product
Rate Cards
Bill rates - Standard (rack rates) or Panel
Resource Request
Prospective book of a staff member on an Opportunity
Assignment
A booking of a staff member on a Job
Resource
A Proximity staff member
Role
The level held by a Resource on a job