Investments Universe › Investments Class

Investments Class

You can use the following attributes to query investments:

ID

Displays the unique identifier.

Name

Displays the name for the investment.

Detail Object: Internal Project ID

Description

Displays the description.

Start Date

Displays the actual start day of an investment.

Finish Date

Displays the actual finish day of an investment.

Baseline Start Date

Displays the baseline start date of an investment.

Baseline Finish Date

Displays the baseline finish date of an investment.

Manager

Displays the name of the resource responsible for managing the project.

Detail Object: Internal Project Manager ID

Charge Code

Displays charge codes, which can represent any breakdown of work associated with an investment.

Detail Object: Internal Charge Code ID

Goal

Displays the goal for the investment that aligns it with the main corporate strategy. This metric is used in portfolio analysis when you use comparable goal criteria across all portfolio investments.

Values: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, and Maintain the Business

Detail Object: Internal Goal Code

Status Comments

Displays any comments about the status of an investment.

Status Indicator

Indicates the project status.

Stoplight values:

• Green. The project is on track.
• Yellow. A minor variance exists in the overall status of the projects.
• Red. A significant variance exists in the overall status of the project.

  Detail Object: Internal Status Enum

Status

Displays the status of the investment.

Values: Approved, Rejected, and Unapproved

Detail Object: Internal Task Status Enum

Progress

Displays the completion progress of an investment.

Values: Completed, Not Started, and Started

Detail Object: Internal Progress Enum

Entity

Displays the entity that belongs to an investment.

Detail Object: Internal Entity ID

Track Mode

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

• Clarity. Staff members enter time against their assigned tasks using time sheets.
• None. Nonlabor resources, such as expenses, materials, and equipment track actuals through transaction vouchers, or through a desktop scheduler, such as Open Workbench and Microsoft Project.
• Other. Indicates that actuals are imported from a third-party program.

  Detail Object: Internal Track Mode Enum

Active (Yes/No)

Displays if the investment is active.

Open for TE (Yes/No)

Displays if the investment is open for time entry.

Is Template (Yes/No)

Displays if the investment is derived from a template.

Risk

Displays if an investment is at risk.

Detail Objects: Risk - Flexibility, Risk - Funding, Risk - Human interface, Risk - Implementation, Risk - Interdependency, Risk - Objectives, Risk - Organizational Culture, Risk - Resource Availability, Risk - Sponsorship, Risk - Supportability, and Risk - Technical

Created Date

Displays the creation date of the investment.

Created By

Displays the name of resource that created the investment.

Detail Object: Created By Internal ID

Last Updated Date

Displays the date when this item was last updated and saved.

Last Updated By

Displays the name of the resource who last updated and saved the item.

Detail Object: Last Updated By Internal ID