Projects Class

Use the following attributes when querying project information:

Project ID

Displays the unique identifier for a project.

Project Name

Displays the name of the project.

Description

Displays the description for this project.

Company Name

Displays the name of the company.

Start Date

Displays the start date.

Finish Date

Displays the finish date.

Baseline Start Date

Displays the baseline start date of an investment.

Baseline Finish Date

Displays the baseline finish date of the investment.

Project Manager

Displays the first and last name of the project manager.

Charge Code

Displays the charge code associated with the project.

Stage

Displays the project lifecycle stage.

Goal

Defines the goal of this investment that aligns it with the main corporate strategy.

Status Comments

Displays comments about the overall status of the project.

Status Indicator

Indicates the status.

Stoplight values:

Status

Displays the overall status of the project.

Progress

Displays the progress status of the project.

Entity

Displays the project entity.

Active (Yes/No)

Displays whether an investment is active. Displays Yes if the investment is active and No if it is not.

Open for TE (Yes/No)

Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment.

Is Program [Yes/No]

Displays "Yes" if this project is a program and "No" if the project is not a program.

Is Template [Yes/No]

Displays "Yes" if this project is marked as a template and "No" if it is not marked as a template.

Risk

Displays

Risk - Flexibility:

Risk - Funding:

Risk - Human Interface:

Risk - Implementation:

Risk - Interdependency:

Risk - Objectives:

Risk - Organizational Culture:

Risk - Resource Availability:

Risk - Sponsorship:

Risk - Supportability:

Risk - Technical:

Planned Cost

Displays the planned cost for simple budgeting.

Planned Cost Start

Displays the planned cost start date.

Planned Cost Finish

Displays the planned finish date.

Planned Benefit

Displays the planned benefit for simple budgeting.

Planned Benefit Start

Displays the planned benefit start date.

Planned Benefit Finish

Displays the planned benefit finish date.

Planned NPV

Displays the Net Present Value calculated from the planned cost and planned benefit.

Planned ROI

Displays the return on investment as calculated from the planned cost and planned benefit.

Planned Breakeven

Displays the planned breakeven date.

Calculate NPV Data (Yes/No)

Indicates whether the Net-Present Value (NPV) date followed the investment's date. Displays Yes if the investment's net present value (NPV) includes the Planned NPV, Planned ROI, and Planned Breakeven data and No if the investment's net present value (NPV), does not include the Planned NPV, Planned ROI, and Planned Breakeven data.

Created Date

Displays the date and time this project was created.

Created By

Displays the name of the resource who last created this project.

Last Updated Date

Displays the date and time this project was last updated.

Last Updated By

Displays the resource that last updated this object or entity.

Programs

Use the following attributes when querying program information:

Program Name

Displays the name of the program for which data is being entered.

Product ID

Displays the unique identifier for the program.

Program Description

Displays the description of the program.

Program Start Date

Displays the start date of the program.

Program Finish Date

Displays the finish date of the program.

Program Manager

Displays the first and last name of the program manager.

Active (Yes/No)

Displays whether an investment is active. Displays Yes if the investment is active and No if it is not.

Risk Detail

Displays risk factors associated with the project.

Risk - Flexibility

Displays the risk factor on how flexible the organization can adapt to change based on current practices. Low risk means the project is not dependent on current practices and High risk means the project is highly dependent on current practices.

Values: Low, Medium, High

Risk - Funding

Displays the project's risk in funding. Low risk means funds are available without constraints. High risk means the funds are not allocated.

Values: Low, Medium, High

Risk - Human Interface

Displays the project's risk associated with the human interface. Low risk means the project has a well defined user interface (UI) and High risk means the project has a poorly defined user interface (UI).

Values: Low, Medium, High

Risk - Implementation

Displays the project's risk associated with implementation. Low risk means there are minor uncertainties with the implementation efforts and user acceptance. High risk means there are major uncertainties with implementation efforts and user acceptance.

Values: Low, Medium, High

Risk - Interdependencies

Displays the project's risk with interdependencies. Low risk means the project is not dependent on other projects and High risk means project dependencies exist.

Values: Low, Medium, High

Risk - Objectives

Displays the project's risk with objectives. Low risk means the requirements, objectives, scope, and benefits are reasonable, clearly defined, measurable, and verifiable. High risk means objectives are not reasonable, clearly defined, measurable, and verifiable.

Values: Low, Medium, High

Risk - Organizational Culture

Displays the project's risk with organizational culture. Low risk means the project requires little change to the organization culture, business processes, procedures or policies and High risk means the project requires major changes to the organization culture, business processes, procedures or policies.

Values: Low, Medium, High

Risk - Resource Availability

Displays the project's risk in resource availability. Low risk means internal resources are available without constraints and external resources are not required. High risk means internal resource availability is uncertain and external resources are required.

Values: Low, Medium, High

Risk - Sponsorship

Displays the project's risk with sponsorship. Low risk means the sponsorship is clearly identified and committed. High risk means the sponsorship is not clearly identified and uncommitted.

Values: Low, Medium, High

Risk - Supportability

Displays the project's risk with supportability. Low risk means the project's supportability is easy with minor updates. High risk means the project's supportability is difficult and requires major updates.

Values: Low, Medium, High

Risk - Technical

Displays the project's risk with technology. Low risk means the project's technology is proven and does not require any new internal and external expertise. High risk means the project's technology is unproven and requires external expertise.

Values: Low, Medium, High

Project Team Staff

Use the following attributes when querying project team staff information:

Resource Name

Displays the system generated effective full name of the resource. This field is a concatenation of the first and last name of the resource.

Project Role

Displays the project specific role for this resource.

Is Role (Yes/No)

Indicates whether this investment is derived from a role. Displays Yes if the investment is derived from a role and No if it is not.

Booking Status

Displays the booking status for the resource on this investment.

Values:

Request Status

Displays the requisition status when a requisition is linked to the team record. Project managers use the request status to monitor the state of their requisitions and to manually book a resource without using a formal requisition.

Values:

Open for TE (Yes/No)

Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment.

Allocation Start Date

Displays the start of the resource's allocation for the project.

Allocation Finish Date

Displays the finish of the resource's allocation for the project.

Hard Allocation Start Date

Displays the start of the resource's hard allocation to the project.

Hard Allocation Finish Date

Displays the end of the resource's hard allocation to the project.

Allocation Baseline Start Date

Displays the baseline start date of this project.

Allocation Baseline Finish Date

Displays the baseline finish date of this project.

Project WBS

Use the following attributes when querying work breakdown structure information:

Task ID

Displays the unique identifier for the task.

Task Name

Displays the name of the task.

WBS Phase Name

Displays the work breakdown structure phase name of a task.

WBS Activity Name

Displays the work breakdown structure activity name of a task.

Status

Displays the status of the task.

WBS Level

Displays the task's depth in the work breakdown structure.

WBS Record Type

Displays the work breakdown structure record type.

WBS Sequence Number

Displays the sequence number of the task.

Is Key (Yes/No)

Indicates this task as a key task. Displays Yes if the task is a key task and No if it is not.

Start Date

Displays the start date.

Finish Date

Displays the finish date.

Duration Days

Displays the duration days of the task.

Baseline Start Date

Displays the baseline start date for the task.

Baseline Finish Date

Displays the baseline finish date for the task.

Baseline Duration Days

Displays the baseline duration of this task.

Percent Complete

Displays the percentage complete calculation of this task.

Charge Code

Displays the charge code for this task.

Category

Displays the category name for this task.

WBS Phase Name Detail

Use the following attributes when querying work breakdown structure phase name detail information:

Internal Phase ID

Displays the system-generated internal phase ID.

Phase ID

Displays the unique identifier for the phase.

Phase Status

Displays the status of the phase.

Phase Sequence Number

Displays the order in which the phase appears in the work breakdown structure.

Is Key Phase (Yes/No)

Indicates this phase as a key phase. Displays Yes if the phase is a key phase and No if it is not.

Phase Start Date

Displays the actual start date of the phase.

Phase Finish Date

Displays the actual finish date of the phase.

Phase Duration

Displays the phase duration in days.

Phase Baseline Start Date

Displays the baseline start date of the phase.

Phase Baseline Finish Date

Displays the baseline finish date of the phase.

Phase Baseline Duration

Displays the baseline duration of the phase.

Phase Percent Complete

Displays the percentage complete calculation of the phase.

WBS Activity Name Detail

Use the following attributes when querying work breakdown structure activity name detail information:

Internal Activity ID

Displays the system generated internal activity ID.

WBS Activity ID

Displays the unique identifier for an activity.

Activity Status

Displays the activity status.

Activity Sequence Number

Displays the order in which the activity appears in the work breakdown structure.

Is Key Activity (Yes/No)

Indicates this activity as a key activity. Displays Yes if the activity is a key activity and No if it is not.

Activity Start Date

Displays the actual start date of an activity.

Activity Finish Date

Displays the actual finish date of an activity.

Activity Duration

Displays the activity duration in days.

Activity Baseline Start Date

Displays the baseline start date of an activity.

Activity Baseline Finish Date

Displays the baseline finish date of an activity.

Activity Baseline Duration

Displays the baseline duration of an activity.

Activity Percent Complete

Displays the percentage complete calculation of an activity.

Project Assignments

Use the following attributes when querying project assignments information:

Resource Name

Displays the system generated effective full name of the resource.

Resource ID

Displays the unique identifier for this resource.

Start Date

Displays the start date.

Finish Date

Displays the finish date.

Baseline Start Date

Displays the baseline start date of an investment.

Baseline Finish Date

Displays the baseline finish date of the investment.

Project Risks Class

Use the following attributes when querying project risks information:

Risk ID

Displays the ID of the risk.

Risk Name

Displays the name of the risk.

Risk Description

Displays the description of the risk.

Risk Symptoms

Displays the risk symptoms.

Risk Assigned To

Displays the system generated effective full name of the resource. This field concatenates the first and the last name of the resource.

Risk Category

Displays the name of the risk.

Risk Impact

Displays the risk impact of the project.

Values:

Risk Impact Date

Displays the date this risk.

Risk Impact Description

Displays the description of the risk.

Risk Assumptions

Defines the assumptions of this project.

Risk Priority

Displays the risk priority.

Values:

Risk Status

Displays the risk status.

Values:

Risk Probability

Displays the degree of probability.

Values:

Risk Response Type

Displays the approach to mitigate the risk.

Values:

Risk Target Resolution Date

Displays the targeted resolution date.

Risk Resolution

Displays the description of the resolution.

Risk Resolved Date

Displays the date the risks request was resolved.

Risk Resolved By

Displays the system generated effective full name of the resource. This field concatenates the first and the last name of the resource.

Risk Created Date

Displays the date and time this risk was created.

Risk Last Updated By

Displays the system generated effective full name of the resource. This field concatenates the first and last name of the resource.

Risk Last Updated Date

Displays the date and time this risk was last updated.

Project Issues Class

Use the following attributes when querying project issues:

Issue ID

Displays the unique identifier assigned to the issue.

Issue Name

Displays the name of the issue.

Issue Description

Displays the short description of the issue.

Issue Assigned To

Displays the name of the resource assigned to the issue.

Issue Category

Displays the issue category type.

Issue Priority

Displays the priority of the issue.

Values:

Issue Status

Displays the status of the issue.

Values:

Issue Target Resolution Date

Displays the targeted resolution date.

Issue Resolution

Displays the description of the resolution.

Issue Resolved Date

Displays the date the issue was resolved.

Issue Resolved By

Displays the resource who resolved this issue.

Issue Created Date

Displays the date and time this issue was created.

Issue Last Updated By

Displays the resource who last updated this issue.

Issue Last Updated Date

Displays the date and time this issue was last updated.

Project Change Requests Class

Use the following attributes when querying project change requests:

CR ID

Displays the unique identifier assigned to the change request.

CR Name

Displays the name of the change request.

CR Description

Displays the short description of the change request.

CR Owner

Displays the resource responsible for ensuring that the request is managed and tracked appropriately through its lifecycle. For example, If change request is created from a risk, the owner information is carried over to the change request.

CR Category

Displays the category to which the request is assigned.

CR Priority

Displays the priority of the change request.

Values:

CR Status

Displays the status of the change request.

Values:

CR Benefits

Displays how this change benefits the project.

CR Impact on Baseline

Displays the description of the impact on the baseline.

CR Impact on Other Projects

Displays how other projects are impacted by this request.

CR Assessor

Displays the resource responsible to assess the request.

CR Date Assessed

Displays the date by which the change request should be assessed.

CR Approved By

Displays the resource responsible to approve the request.

CR Approved Date

Displays the date the change request was approved.

CR Expected Close Date

Displays the targeted resolution date.

CR Next Review Date

Displays the date when the change request was reviewed.

CR Closed Date

Displays the date when this change request was closed.

CR Created Date

Displays the date and time when this change request was created.

CR Last Updated By

Displays the name of the resource who last updated this change request.

CR Last Updated Date

Displays the date and time this change request was last updated.

CR Change in Cost (Currency)

Displays the effect on cost.

CR Change in Schedule (Days)

Displays the effect on schedule.

CR Change in Resources (Count)

Displays the effect on resources.

Services Class

Use the following attributes when querying service information:

Service ID

Displays the unique identifier for the service.

Service Name

Displays the name of the service.

Service Manager

Displays the name of the resource who manages the service. By default the user who creates the service is the service manager.

Description

Displays the short description of the service.

Main Application

Displays the main application.

Start Date

Displays the start date.

Finish Date

Displays the finish date.

Baseline Start Date

Displays the baseline start date of an investment.

Baseline Finish Date

Displays the baseline finish date of the investment.

Set Planned Cost Dates [Yes/No]

Specifies if planned cost dates are synchronized with the investment dates. Displays Yes if planned cost dates are synchronized with the investment's start and finish date and No if planned cost dates are not synchronized with the investment's start and finish date.

Goal

Defines the goal of this investment that aligns it with the main corporate strategy.

Alignment

Displays the alignment score.

Stage

Displays the stage of the service.

Status

Displays the status of the investment.

Values: Approved, Rejected, Unapproved

Status Indicator

Indicates the status.

Stoplight values:

Priority

Indicates the relative importance to the organization's business goal.

Progress

Displays the level of work that has been completed.

Values:

Charge Code

Displays the charge code associated with the service.

Partition

Displays the partition associated with the service.

Is Required [Yes/No]

Displays whether the investment is required. Displays "Yes" if the investment is required for portfolio scenarios and "No" if the investment is not required for portfolio scenarios.

Active (Yes/No)

Displays whether an investment is active. Displays Yes if the investment is active and No if it is not.

Open for TE (Yes/No)

Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment.

Entity

Displays a short description for the entity associated with the service.

Track Mode

Displays the tracking method used to enter time for this investment, including the following:

Risk

Displays the short name for the risk.

Total Cost

Displays the total cost for a service.

Number of Incidents

Displays the total number of open incidents for this subscription.

Total Incident Actual Effort

Displays the total incident actual effort based on the following formula:

Total Incident Actual Effort = Actuals + remaining ETC
Total Labor Effort

Displays the total labor effort.

Planned Cost

Displays the planned cost for simple budgeting.

Planned Cost Start

Displays the planned cost start date.

Planned Cost Finish

Displays the planned finish date.

Planned Benefit

Displays the planned benefit for simple budgeting.

Planned Benefit Start

Displays the planned benefit start date.

Planned Benefit Finish

Displays the planned benefit finish date.

Planned NPV

Displays the Net Present Value calculated from the planned cost and planned benefit.

Planned ROI

Displays the return on investment as calculated from planned cost and planned benefit.

Planned Breakeven

Displays the planned break even date.

Calculate NPV Data (Yes/No)

Indicates whether the Net-Present Value (NPV) date followed the investment's date. Displays Yes if the investment's net present value (NPV) includes the Planned NPV, Planned ROI, and Planned Breakeven data and No if the investment's net present value (NPV), does not include the Planned NPV, Planned ROI, and Planned Breakeven data.

Created Date

Displays the date and time this service was created.

Created By

Displays the resource that created this service.

Last Updated Date

Displays the date and time this service was last updated.

Last Updated By

Displays the resource that last updated this service.

Service Team

Use the following attributes when querying service team information:

Resource Name

Displays the system generated effective full name of the resource.

Service Role

Displays the service specific role for the resource.

Is Role (Yes/No)

Indicates whether this investment is derived from a role. Displays Yes if the investment is derived from a role and No if it is not.

Booking Status

Displays the booking status for the resource on this investment.

Values:

Request Status

Displays the requisition status when a requisition is linked to the team record. Project managers use the request status to monitor the state of their requisitions and to manually book a resource without using a formal requisition.

Values:

Open for TE (Yes/No)

Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment.

Allocation Start Date

Displays the start of the resource's allocation for the service.

Allocation Finish Date

Displays the finish of the resource's allocation for the service.

Hard Allocation Start Date

Displays the start of the resource's hard allocation to the service.

Hard Allocation Finish Date

Displays the finish of the resource's hard allocation to the service.

Allocation Baseline Start Date

Displays the baseline start date of the service.

Allocation Baseline Finish Date

Displays the baseline finish date of the service.

Dates Class

You can use the following attributes to query dates:

Daily Date

Displays data on a daily basis.

Weekly Start Date

Displays the weekly start date.

Weekly End Date

Displays the weekly end date.

Monthly Start Date

Displays the monthly start date.

Monthly End Date

Displays the monthly end date.

Quarterly Start Date

Displays the quarterly start date.

Quarterly End Date

Displays the quarterly end date.

Previous Week [Weekly Dates]

Displays the previous week's dates for reports using weekly dates.

Previous Month [Daily Date]

Displays the previous month's dates for reports using daily dates.

Previous Month [Monthly Dates]

Displays the previous month's dates for reports using monthly dates.

Previous Quarter [Monthly Dates]

Displays the previous quarter's dates for reports using monthly dates.

Previous Quarter [Quarterly Dates]

Displays the previous quarter's dates for reports using quarterly dates.

Previous Year [Monthly Dates]

Displays the previous year's dates for reports using monthly dates.

Current Week [Weekly Dates]

Displays the current week's dates for reports using weekly dates.

Current Month [Daily Dates]

Displays the current month's dates for reports using daily dates.

Current Month [Monthly Dates]

Displays the current month's dates for reports using monthly dates.

Current Quarter [Monthly Dates]

Displays the current quarter's dates for reports using monthly dates.

Current Quarter [Quarterly Dates]

Displays the previous quarter's dates for reports using quarterly dates.

Current Year [Monthly Dates]

Displays the current year's dates for reports using monthly dates.

Next Week [Weekly Dates]

Displays the next week's dates for reports using weekly dates.

Next Month [Daily Dates]

Displays the next month’s dates for reports using daily dates.

Next Month [Monthly Dates]

Displays the next month’s dates for reports using monthly dates.

Next Quarter [Monthly Dates]

Displays the next quarter’s dates for reports using monthly dates.

Next Quarter [Quarterly Dates]

Displays the next quarter’s dates for reports using quarterly dates.

Next Year [Monthly Dates]

Displays the next year's dates for reports using monthly dates.

Measures Class

Use the following attributes when querying measure information:

Daily Date

Displays the date.

Weekly Start Date

Displays the weekly start date.

Weekly End Date

Displays the weekly end date.

Monthly Start Date

Displays the monthly start date.

Monthly End Date

Displays the monthly end date.

Quarterly Start Date

Displays the quarterly start date.

Quarterly End Date

Displays the quarterly end date.

Previous Week [Weekly Dates]

Displays the previous week's dates for reports using weekly dates.

Previous Month [Daily Date]

Displays the previous month's dates for reports using daily dates.

Previous Month [Monthly Dates]

Displays the previous month's dates for reports using monthly dates.

Previous Quarter [Monthly Dates]

Displays the previous quarter's dates for reports using monthly dates.

Previous Quarter [Quarterly Dates]

Displays the previous quarter's dates for reports using quarterly dates.

Previous Year [Monthly Dates]

Displays the previous year's dates for reports using monthly dates.

Current Week [Weekly Dates]

Displays the current week's dates for reports using weekly dates.

Current Month [Daily Dates]

Displays the current month's dates for reports using daily dates.

Current Month [Monthly Dates]

Displays the current month's dates for reports using monthly dates.

Current Quarter [Monthly Dates]

Displays the current quarter's dates for reports using monthly dates.

Current Quarter [Quarterly Dates]

Displays the previous quarter's dates for reports using quarterly dates.

Current Year [Monthly Dates]

Displays the current year's dates for reports using monthly dates.

Next Week [Weekly Dates]

Displays the next week's dates for reports using weekly dates.

Next Month [Daily Dates]

Displays the next month’s dates for reports using daily dates.

Next Month [Monthly Dates]

Displays the next month’s dates for reports using monthly dates.

Next Quarter [Monthly Dates]

Displays the next quarter’s dates for reports using monthly dates.

Next Quarter [Quarterly Dates]

Displays the next quarter’s dates for reports using quarterly dates.

Next Year [Monthly Dates]

Displays the next year's dates for reports using monthly dates.