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OData Table Dictionary

  • Updated

This article explains what data tables are available in the OnePlan OData feed, along with some best practices when working with this data.

The information in this article is designed to get you familiar with the data in the oData feed.

Note

This article is a work in progress.

 

Stable Tables

This section details all of the stable, or consistent data tables that will always be available in the oData feed, regardless of how your OnePlan environment is configured.

Activities

Description: The Activities table contains data on all Activities related to work items in the Work Planner.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • Id
  • WorkPlaId
  • TaskId
  • Name
  • State
  • AssignedTo

Assignments

Description: The Assignments table holds data on all of the resources that are assigned to each work item in the environment.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

Association

Description: The Association table stores all of the associations between all of the different plan types. So if you connect a program to an objective, or if you connect a key result to an objective, or a project to an epic, etc., the Association table grabs all of the plan level look-up fields, finds all the dependencies including multi-select lookups, and lays them all out for you.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • AssociationId

  • Field

  • PlanId

  • RelatedId

Capacity

Description: The Capacity table holds data on the number of hours that resources are available in any given month or day. There is a row per resource per month.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • ResourceId

  • Date

  • Capacity

  • Units

Costs

Description: The Costs table contains data on all financial plans created in the Financial Planner. In the Costs table, there is a line for each row of data or cost category and or detail row. This would generally be joined back to the Plans table.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • Id

  • TpId

  • CostTypeId

  • CostType

  • ParentCostCategoryId

  • CostCategory

  • WorkPlanId

  • Date

  • Cost

  • DetailRow

  • ExternalId

  • IsLeaf

  • Cost_USD

  • Cost_CAD

  • Cost_AUD

  • ExpenseType

  • ExpenseType_Id

  • Description

ModelerModel

Description: The ModelerModel table contains all of the information for a Model created in the Portfolio Modeler.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • Id

  • Name

  • Description

  • ParentId

  • Created

  • CreatedBy

  • Modified

  • ModifiedBy

  • NumberOfScenarios

ModelerScenario

Description: The ModelScenario table holds all data for Scenarios created within Models in the Portfolio Modeler. Each Model may contain one or more scenarios. Data on those Scenarios is stored in this table, and related back to the ModelerModel table using the ParentModelId.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • Id

  • Name

  • UserId

  • ParentModelId

  • Personal

  • TotalPlans

  • TotalCheckedPlans

  • TotalBenefits

  • TargetBenefits

  • TotalBudget

  • TargetBudget

  • TotalForecast

  • TargetForecast

ModelerScenarioPlan

Description: The ModelScenarioPlan table contains data on all plans that are associated with the different Scenarios in a Model. Each Scenario may contain one or more plans. Data on those plans is stored in this table, and related back to the ModelerScenario table using the ParentScenarioId.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • Id

  • ParentScenarioId

  • ParentScenarioName

  • Name

  • Checked

  • Priority

PlanDependency

Description: The PlanDependency table contains data on all of the dependencies between plans (i.e.predecessors and successors).

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • DependencyId

  • FromPlan

  • ToPlan

  • Type

  • Description

PlanInsights

Description: The PlanInsights table holds data on all plan-level Insights in your OnePlan environment.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • Id

  • WorkPlanId

  • Plan

  • InsightId

  • Level

  • IsCompliance

  • ResultText

  • Details

Plans

Description: The Plans table holds data on all of the Plans of all Plan Types in your OnePlan environment. This is the main and most important data table in the OData feed.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • Id

  • Name

  • Created

  • Modified

  • Creator

  • Editor

  • Folder

  • ParentPlanId

  • ProcessStep

  • ProcessStepStart

  • ProcessStepIndex

  • Archived

  • PlanType

  • PlanId

  • PortfolioPriority

  • Summary_Milestone

  • State_Id

  • State_Value

  • Priority_Id

  • Priority_Value

  • Budget

  • TimesheetHours

  • TimesheetType_Id

  • TimesheetType_Value

  • TimesheetChargeLevel_Id

  • TimesheetChargeLevel_Value

  • EstimatedStart

  • EstimatedEnd

  • ExecutiveSponsor

  • ExecutiveSponsor_Value

  • Manager

  • Manager_Value

  • Stage_Id

  • Stage_Value

  • ProjectType_Id

  • ProjectType_Value

  • BusinessUnit_Id

  • BusinessUnit_Value

  • Forecast

  • RemainingBudget

  • BudgetVariance

  • Benefits

  • ROI

  • FundingAvailable

  • FundingSource_Id

  • FundingSource_Value

  • CommittedEffort

  • ScheduledEffort

  • RemainingEffort

  • EffortVariance

  • OverallHealth_Id

  • OverallHealth_Value

  • ScheduleHealth_Id

  • ScheduleHealth_Value

  • FinancialHealth_Id

  • FinancialHealth_Value

  • EffortHealth_Id

  • EffortHealth_Value

  • IssueHealth_Id

  • IssueHealth_Value

  • NeedsStaffing

  • StrategicAlignment_Id

  • StrategicAlignment_Value

  • LowerCost_Id

  • LowerCost_Value

  • ImproveEmployeeRetention_Id

  • ImproveEmployeeRetention_Value

  • Risk_Id

  • Risk_Value

  • PrioritizationScore

  • Actuals

  • PowerAppID

  • Goals_Id

  • Goals_Value

  • Description

  • BusinessCase

  • ValueStatement

  • Accomplishments

  • PlannedActivities

  • AdditionalComments

  • PlanType_EnterpriseProject_Id

  • PlanType_EnterpriseProject_Value

  • PlanType_Program_Id

  • PlanType_Program_Value

  • ProgramBudget

  • RemainingBudgetAllocation

  • JiraProjectNames_Id

  • JiraProjectNames_Value

  • TeamProjectsAreas_Id

  • TeamProjectsAreas_Value

  • ActiveRisks

  • ActiveIssues

  • ActiveChanges

  • TasksinProgress

  • TasksAtRisks

  • TasksOffTrack

  • ofBacklogTasks

  • ofFeatures

  • ofUserStories

  • BacklogPoints

  • BusinessValue_Id

  • BusinessValue_Value

  • RiskReduction_Id

  • RiskReduction_Value

  • SWAG_Id

  • SWAG_Value

  • TimeCriticality_Id

  • TimeCriticality_Value

  • CostofDelay

  • WSJF

  • ValueArea_Id

  • ValueArea_Value

  • EpicPoints

  • RemainingPoints

  • PlanType_Objective_Id

  • PlanType_Objective_Value

  • Lead

  • Lead_Value

  • Metric_Id

  • Metric_Value

  • CurrentNumber

  • TargetNumber

  • CurrentMetric

  • Status_Id

  • Status_Value

  • AssociatedObjectives

  • AssociatedObjectives_Value

  • RequestedBy

  • RequestedBy_Value

  • Product_Id

  • Product_Value

  • AssociatedPortfolio_Id

  • AssociatedPortfolio_Value

  • AssociatedPrograms

  • AssociatedPrograms_Value

  • NoofInProgressTasks

  • NoofNotStartedTasks

  • Insights_Compliance

  • Insights_Problems

  • Insights_Warnings

  • NoofLateTasks

  • ApprovalStatus_Id

  • ApprovalStatus_Value

  • AssociatedResults

  • AssociatedResults_Value

  • ProjectCount

  • Count

  • DefaultTaskType_Id

  • DefaultTaskType_Value

  • OverallHealthTrend

  • BudgetTrend

  • ComplianceTrend

  • ActiveIssuesTrend

  • ActiveChangesTrend

  • StateTrend

  • PlanBudget

  • MetricTrend

  • CurrentMetricTrend

  • DefaultTaskMode_Id

  • DefaultTaskMode_Value

  • PlanType_EnterpriseArchitecture_Id

  • PlanType_EnterpriseArchitecture_Value

  • AssociatedApplications

  • AssociatedApplications_Value

  • AssociatedCapabilities

  • AssociatedCapabilities_Value

  • AssociatedProducts

  • AssociatedProducts_Value

  • ValueProposition

  • Solutions

  • SolutionContext

  • PeopleandLocations

  • CustomerSegments

  • Channels

  • CustomerRelationships

  • ARTsandSuppliers

  • ValueStreamRoles

  • Vision

  • Mission

  • Strengths

  • Weaknesses

  • Opportunity

  • Threats

  • AssociatedValueStream

  • AssociatedValueStream_Value

  • StatusTrend

  • AssociatedInitiatives

  • AssociatedInitiatives_Value

  • Summary_Status

  • Summary_Complete

  • Summary_EstimatedCost

  • Summary_EstimatedRevenue

  • Summary_State

  • Summary_TimesheetHours

  • Summary_Priority

  • Summary_TaskStatus

  • Summary_StatusNotes

  • Summary_RemainingEffort

  • Summary_ActualCost

  • Summary_RemainingCost

  • Summary_ActualRevenue

  • Summary_RemainingRevenue

  • Summary_Points

  • Summary_Description

  • Summary_Impact

  • Summary_Category

  • Summary_RiskStage

  • Summary_Mitigation

  • Summary_CostImpact

  • Summary_TopicArea

  • Summary_DecisionDate

  • Summary_DecisionImpact

  • Summary_DecisionMakers

  • Summary_ShowinReports

  • Summary_MSPWBS

  • Summary_Contingency

  • Summary_Resolution

  • Summary_Exposure

  • Summary_Probability

  • Summary_Risk

  • Summary_ItemType

  • Summary_BusinessValue

  • Summary_BaselinePercentDone

  • Summary_BaselineEndDate

  • Summary_BaselineEffort

  • Summary_BaselineStartDate

  • Summary_BaselineRemainingEffort

  • Summary_ChargeType

  • Summary_Team

  • Summary_FixedCost

  • Summary_FixedRevenue

  • Summary_Rate

  • Summary_LastBaselineDate

  • Summary_StartDate

  • Summary_EndDate

  • Summary_Effort

  • Summary_Duration

  • Summary_PercentDone

  • Summary_taskorder

  • Summary_WBS

Resources

Description: The Resources table contains data on all of the resources in your OnePlan environment.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • UserId

  • Name

  • Email

  • Generic

  • Inactive

  • ExternalId

  • Permissions

  • Quantity

  • Department_Id

  • Department_Value

  • Role_Id

  • Role_Value

  • Cost

  • Rate

  • Manager

  • Manager_DisplayName

  • TimesheetsAdmin

  • TimesheetManager

  • TimesheetManager_DisplayName

  • Insights_Compliance

  • Insights_Problems

  • Insights_Warnings

  • AvailableFrom

  • AvailableTo

ResPlan

Description: The ResPlan table contains data for all resource plans in your OnePlan environment.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • Id

  • CostTypeId

  • CostType

  • WorkPlanId

  • Date

  • Hours

  • ResourceId

  • ResourceName

  • State

  • ProjectManagerStatus

  • ResourceManagerStatus

  • Notes

ResPlanLog

Description: The ResPlanLog table contains data that is captured when resource negotiations are turned on. It tracks when things like approvals and rejections happen. Then the ResPlanLog joins back to the ResPlan table. So, for each resource plan (ResPlan) line, there might be one or more log items saying this line was submitted by this person on this date and was approved by this person on this date.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • Id

  • ResPlanId

  • PostDate

  • Status

  • ResourceId

  • Message

StatusReports

Description: The StatusReports table contains plan data when you generate a status report. The StatusReports table is kind of a snapshot in time of a given plan's plan-level data.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

Tasks

Description: The Tasks table holds data on all work items in your OnePlan environment. This includes task issues, risks, changes, etc. Any work item types that you create will all roll into the Tasks table.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

TaskDependency

Description: The TaskDependency table holds dependency information on all work items in your OnePlan environment.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

Teams

Description: The Teams table contains data from the Shared With forms for all plans in your OnePlan environment.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • PlanId

  • UserId

  • Name

  • Level

  • Inherited

TimeOff

Description: The TimeOff table holds data related to time off requests that are created and tracked in your OnePlan environment.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • Id

  • UserId

  • ResourceName

  • TimeOffCategoty

  • Start

  • End

  • HoursPerDay

  • Notes

  • Status

  • Approver

  • ApproverName

  • DateApproved

TimesheetAudit

Description: The TimesheetAudit table contains data that is captured when timesheet approvals are turned on. It tracks when things like approvals and rejections happen.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • AuditId

  • TimesheetId

  • TimesheetLineId

  • Action

  • UserOfAction

  • UserIdOfAction

  • DateOfAction

  • Message

  • IsApp

Timesheets

Description: The Timesheets table holds all timesheet data, pulled from the timesheet rows themselves, in your OnePlan environment. Generally, you need to join the Timesheets table back to the Plans, Tasks, and Resources tables.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

Available Fields:

  • PeriodIndex

  • PeriodName

  • PeriodStart

  • PeriodEnd

  • UserId

  • TimesheetId

  • PlanId

  • TaskId

  • Submitted

  • TimeApproved

  • PlanApproved

  • ModifiedBy

  • Modified

  • EntryDate

  • Hours

  • Line_Notes

  • Class

  • Billable

  • Day_Notes

  • ChargeType

Variable Tables

As you customize OnePlan to meet the needs of your organization, new tables will be created in the oData feed.

Plan_[PlanType]

Description: "Plan_" tables, such as Plan_Epics can change depending on the configuration of your Plan Types. For each new Plan Type you configure, a new "Plan_" table will be created.

Out of the Box Links to Other Tables:

Best Practices, Tips, and Tricks:

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