This article provides a dictionary of all out of the box OnePlan fields
Display Name |
Internal Name |
Type |
System Field |
Description |
Read Only |
Choices |
Writable Plan Types |
Template |
---|---|---|---|---|---|---|---|---|
State |
State |
Choice |
TRUE |
FALSE |
Proposed, Active, Closed, On Hold |
Portfolio, Program, Project, Epic, Engagement, Objective, Key Result, Idea, Products, Capabilities, Applications, Value Stream, Accounts |
Strategic Portfolio Management |
|
Priority |
Priority |
Choice |
TRUE |
FALSE |
(1) High , (2) Medium , (3) Low |
Strategic Portfolio Management |
||
Budget |
Budget |
Currency |
FALSE |
FALSE |
N/A |
Objective, Key Result, Portfolio, Program, Project, Epic, Products, Applications, Accounts, Engagement |
Strategic Portfolio Management |
|
Timesheet Type |
TimesheetType |
Choice |
TRUE |
FALSE |
Assigned To Only, Open To Team, Open To Everyone |
Project, Epic, Engagement |
Strategic Portfolio Management |
|
Actual Hours |
TimesheetHours |
Number |
TRUE |
FALSE |
N/A |
Project, Epic, Portfolio, Program, Engagement |
Strategic Portfolio Management |
|
Timesheet Charge |
TimesheetChargeLevel |
Choice |
TRUE |
FALSE |
Project Level, Task Level |
Project, Epic, Engagement |
Strategic Portfolio Management |
|
Category |
ProjectType |
Choice |
FALSE |
Categorize plans based on their type using a predefined list, enhancing organization and reporting. |
FALSE |
Process Improvement, Strategic, Compliance, Organizational Change, IT, Business Transformation, Innovation, Other |
Portfolio, Project, Program, Epic, Idea, Products, Capabilities, Applications, Value Stream, Engagement |
Strategic Portfolio Management |
Estimated Start |
EstimatedStart |
Date |
TRUE |
FALSE |
N/A |
Objective, Portfolio, Program, Project, Epic, Products, Applications, Accounts, Engagement |
Strategic Portfolio Management |
|
Business Unit |
BusinessUnit |
Choice |
FALSE |
Organize plans by business units or departments using a predefined list, ensuring alignment with each unit's objectives. |
FALSE |
IT, Product Development, Marketing |
Enterprise Architecture, Portfolio, Program, Project, Epic, Objective, Key Result, Idea, Products, Capabilities, Applications, Value Stream, Accounts, Engagement |
Strategic Portfolio Management |
Estimated End |
EstimatedEnd |
Date |
TRUE |
FALSE |
N/A |
Portfolio, Program, Project, Epic, Objective, Products, Applications, Accounts, Key Result, Engagement |
Strategic Portfolio Management |
|
Executive Sponsor |
ExecutiveSponsor |
User |
FALSE |
FALSE |
N/A |
Portfolio, Program, Project, Epic, Idea |
Strategic Portfolio Management |
|
Funding Source |
FundingSource |
Choice |
FALSE |
FALSE |
Customer, Hardware Budget, Software Budget |
Project, Epic |
Strategic Portfolio Management |
|
Manager |
Manager |
User |
FALSE |
FALSE |
N/A |
Program, Portfolio, Project, Epic, Engagement, Accounts |
Strategic Portfolio Management |
|
Overall Health |
OverallHealth |
Choice |
FALSE |
FALSE |
(1) On Track, (2) At Risk, (3) Off Track |
Strategic Portfolio Management |
||
Forecast |
Forecast |
Currency |
FALSE |
FALSE |
N/A |
Portfolio, Program, Project, Epic, Engagement, Objective, Key Result, Idea, Products, Capabilities, Applications, Value Stream, Accounts |
Strategic Portfolio Management |
|
Schedule Health |
ScheduleHealth |
Choice |
FALSE |
FALSE |
(1) On Track, (2) At Risk, (3) Off Track |
Portfolio, Program, Project, Epic, Engagement, Accounts, Applications, Products |
Strategic Portfolio Management |
|
Remaining Budget |
RemainingBudget |
Currency |
FALSE |
TRUE |
N/A |
Portfolio, Program, Project, Epic, Engagement, Products, Applications, Accounts |
Strategic Portfolio Management |
|
Budget Variance |
BudgetVariance |
Currency |
FALSE |
TRUE |
N/A |
Portfolio, Project, Epic, Program, Engagement |
Strategic Portfolio Management |
|
Financial Health |
FinancialHealth |
Choice |
FALSE |
FALSE |
(1) On Track, (2) At Risk, (3) Off Track |
Portfolio, Program, Project, Epic, Engagement, Accounts |
Strategic Portfolio Management |
|
Benefits |
Benefits |
Currency |
FALSE |
FALSE |
N/A |
Objective, Key Result, Portfolio, Program, Project, Epic, Products, Applications, Accounts |
Strategic Portfolio Management |
|
Effort Health |
EffortHealth |
Choice |
FALSE |
FALSE |
(1) On Track, (2) At Risk, (3) Off Track |
Portfolio, Program, Project, Epic, Engagement, Accounts |
Strategic Portfolio Management |
|
ROI |
ROI |
Number |
FALSE |
TRUE |
N/A |
Portfolio, Program, Project, Epic, Engagement, Objective, Products, Applications, Accounts |
Strategic Portfolio Management |
|
Issue Health |
IssueHealth |
Choice |
FALSE |
FALSE |
(1) On Track, (2) At Risk, (3) Off Track |
Portfolio, Program, Project, Epic, Engagement, Applications, Accounts |
Strategic Portfolio Management |
|
Funding Available |
FundingAvailable |
Yes/No |
FALSE |
FALSE |
N/A |
Project, Epic, Engagement |
Strategic Portfolio Management |
|
Committed Effort |
CommittedEffort |
Number |
FALSE |
FALSE |
N/A |
Portfolio, Program, Project, Epic, Accounts, Engagement |
Strategic Portfolio Management |
|
Scheduled Effort |
ScheduledEffort |
Number |
FALSE |
0 |
FALSE |
N/A |
Strategic Portfolio Management |
|
Remaining Effort |
RemainingEffort |
Number |
FALSE |
TRUE |
N/A |
Portfolio, Program, Project, Epic, Engagement |
Strategic Portfolio Management |
|
Effort Variance |
EffortVariance |
Number |
FALSE |
TRUE |
N/A |
Portfolio, Program, Project, Epic, Accounts, Engagement |
Strategic Portfolio Management |
|
Needs Staffing |
NeedsStaffing |
Yes/No |
FALSE |
FALSE |
N/A |
Project, Epic, Engagement, Portfolio |
Strategic Portfolio Management |
|
Strategic Alignment |
StrategicAlignment |
Choice |
FALSE |
How aligned is your strategy with your long term purpose? |
FALSE |
Extreme, Strong, Moderate, Low, None, Not Rated |
Portfolio, Program, Project, Epic, Engagement, Accounts, Applications, Products, Idea, Objective |
Strategic Portfolio Management |
Lower Cost |
LowerCost |
Choice |
FALSE |
FALSE |
Extreme, Strong, Moderate, Low, None, Not Rated |
Portfolio, Program, Project, Epic, Engagement, Accounts, Applications, Products, Idea, Objective |
Strategic Portfolio Management |
|
Improve Employee Retention |
ImproveEmployeeRetention |
Choice |
FALSE |
How does this meet the Organizational goal of keeping talented employees by fostering a positive work atmosphere to promote engagement, showing appreciation to employees, and providing competitive pay and benefits and healthy work-life balance? |
FALSE |
Extreme, Strong, Moderate, Low, None, Not Rated |
Portfolio, Program, Project, Epic, Engagement, Applications, Accounts, Products, Idea, Objective |
Strategic Portfolio Management |
Risk |
Risk |
Choice |
FALSE |
Assess the probabilities and consequences of risk events if they are realized. |
FALSE |
0, 1, 2, 3, 5, 8, 13, 21, 34 |
Portfolio, Program, Project, Epic, Engagement, Objective, Key Result, Products, Applications |
Strategic Portfolio Management |
Prioritization Score |
PrioritizationScore |
Number |
FALSE |
TRUE |
N/A |
Portfolio, Program, Project, Epic, Engagement, Accounts, Applications, Idea, Objective, Key Result, Products |
Strategic Portfolio Management |
|
Actuals |
Actuals |
Currency |
TRUE |
FALSE |
N/A |
Portfolio, Program, Project, Epic, Engagement |
Strategic Portfolio Management |
|
PowerApp ID |
PowerAppID |
Text |
FALSE |
0 |
TRUE |
N/A |
Strategic Portfolio Management |
|
Goals |
Goals |
Choice |
FALSE |
Align plans with strategic goals by selecting from a predefined list, ensuring each plan contributes to overall business objectives. |
FALSE |
Customer Satisfaction, Grow Business, Run Business, Transformation |
Portfolio, Program, Project, Epic, Idea, Key Result, Objective, Products, Capabilities, Applications, Value Stream, Accounts, Engagement |
Strategic Portfolio Management |
Description |
Description |
Multi Line Text |
FALSE |
FALSE |
N/A |
Strategic Portfolio Management |
||
Business Case |
BusinessCase |
Multi Line Text |
FALSE |
FALSE |
N/A |
Project, Epic, Engagement |
Strategic Portfolio Management |
|
Value Statement |
ValueStatement |
Multi Line Text |
FALSE |
FALSE |
N/A |
Epic, Idea, Project, Engagement |
Strategic Portfolio Management |
|
Accomplishments |
Accomplishments |
Multi Line Text |
FALSE |
FALSE |
N/A |
Project, Epic, Key Result, Program, Accounts, Engagement |
Strategic Portfolio Management |
|
Planned Activities |
PlannedActivities |
Multi Line Text |
FALSE |
0 |
FALSE |
N/A |
Strategic Portfolio Management |
|
Additional Comments |
AdditionalComments |
Multi Line Text |
FALSE |
FALSE |
N/A |
Program, Project, Epic, Idea, Accounts, Engagement |
Strategic Portfolio Management |
|
Portfolio |
PlanType_EnterpriseProject |
Lookup |
TRUE |
0 |
TRUE |
N/A |
Strategic Portfolio Management |
|
Program |
PlanType_Program |
Lookup |
TRUE |
TRUE |
N/A |
Strategic Portfolio Management |
||
Program Budget |
ProgramBudget |
Currency |
FALSE |
FALSE |
N/A |
Program |
Strategic Portfolio Management |
|
Remaining Budget Allocation |
RemainingBudgetAllocation |
Currency |
FALSE |
TRUE |
N/A |
Program |
Strategic Portfolio Management |
|
Jira Project Names |
JiraProjectNames |
Choice |
FALSE |
FALSE |
N/A |
Strategic Portfolio Management |
||
Active Risks |
ActiveRisks |
Number |
FALSE |
TRUE |
N/A |
Portfolio, Program, Project, Epic, Key Result, Products, Applications, Engagement, Accounts |
Strategic Portfolio Management |
|
Active Issues |
ActiveIssues |
Number |
FALSE |
TRUE |
N/A |
Portfolio, Program, Project, Epic, Key Result, Products, Applications, Accounts, Engagement |
Strategic Portfolio Management |
|
Active Changes |
ActiveChanges |
Number |
FALSE |
TRUE |
N/A |
Project, Epic, Portfolio, Program, Key Result, Products, Applications, Accounts, Engagement |
Strategic Portfolio Management |
|
Tasks In Progress |
TasksinProgress |
Number |
FALSE |
TRUE |
N/A |
Project, Epic, Engagement, Products, Applications |
Strategic Portfolio Management |
|
Tasks At Risks |
TasksAtRisks |
Number |
FALSE |
TRUE |
N/A |
Project, Epic, Engagement, Products, Applications |
Strategic Portfolio Management |
|
Tasks Off Track |
TasksOffTrack |
Number |
FALSE |
TRUE |
N/A |
Project, Epic, Engagement, Products, Applications |
Strategic Portfolio Management |
|
# of Backlog Tasks |
ofBacklogTasks |
Number |
FALSE |
TRUE |
N/A |
Epic |
Strategic Portfolio Management |
|
# of Features |
ofFeatures |
Number |
FALSE |
TRUE |
N/A |
Epic, Project |
Strategic Portfolio Management |
|
# of User Stories |
ofUserStories |
Number |
FALSE |
TRUE |
N/A |
Epic, Project |
Strategic Portfolio Management |
|
Backlog Points |
BacklogPoints |
Number |
FALSE |
TRUE |
N/A |
Epic |
Strategic Portfolio Management |
|
Business Value |
BusinessValue |
Choice |
FALSE |
FALSE |
0, 1, 2, 3, 5, 8, 13, 21, 34 |
Project, Epic, Idea, Engagement |
Strategic Portfolio Management |
|
Risk Reduction |
RiskReduction |
Choice |
FALSE |
. |
FALSE |
Extreme, Strong, Moderate, Low, None, Not Rated |
Portfolio, Program, Project, Epic, Engagement, Idea, Products, Applications, Accounts, Objective |
Strategic Portfolio Management |
SWAG |
SWAG |
Choice |
FALSE |
FALSE |
0, 1, 2, 3, 5, 8, 13, 21, 34 |
Idea, Objective, Key Result, Project, Epic, Products, Applications |
Strategic Portfolio Management |
|
Time Criticality |
TimeCriticality |
Choice |
FALSE |
FALSE |
0, 1, 2, 3, 5, 8, 13, 21, 34 |
Portfolio, Program, Project, Epic, Engagement, Objective, Key Result, Idea, Products, Capabilities, Applications, Value Stream, Accounts |
Strategic Portfolio Management |
|
Cost of Delay |
CostofDelay |
Number |
FALSE |
TRUE |
N/A |
Idea, Epic, Project, Engagement |
Strategic Portfolio Management |
|
WSJF |
WSJF |
Number |
FALSE |
0 |
TRUE |
N/A |
Strategic Portfolio Management |
|
Value Area |
ValueArea |
Choice |
FALSE |
FALSE |
Business, Architectural |
Project, Engagement, Epic |
Strategic Portfolio Management |
|
Epic Points |
EpicPoints |
Number |
FALSE |
0 |
FALSE |
N/A |
Epic, Project |
Strategic Portfolio Management |
Remaining Points |
RemainingPoints |
Number |
FALSE |
TRUE |
N/A |
Epic, Project |
Strategic Portfolio Management |
|
Objective |
PlanType_Objective |
Lookup |
TRUE |
TRUE |
N/A |
Strategic Portfolio Management |
||
Lead |
Lead |
User |
FALSE |
FALSE |
N/A |
Objective, Key Result, Enterprise Architecture, Products, Applications, Capabilities, Value Stream, Program, Project, Epic, Accounts, Engagement |
Strategic Portfolio Management |
|
Metric |
Metric |
Choice |
FALSE |
FALSE |
No Metric, #, %, $ |
Key Result |
Strategic Portfolio Management |
|
Current Number |
CurrentNumber |
Number |
FALSE |
0 |
FALSE |
N/A |
Key Result, Objective |
Strategic Portfolio Management |
Target Number |
TargetNumber |
Number |
FALSE |
FALSE |
N/A |
Key Result, Objective |
Strategic Portfolio Management |
|
Current Metric |
CurrentMetric |
Number |
FALSE |
TRUE |
N/A |
Key Result, Objective |
Strategic Portfolio Management |
|
Status |
Status |
Choice |
TRUE |
FALSE |
(1) On Track, (2) At Risk, (3) Off Track |
Objective, Key Result, Enterprise Architecture, Products, Capabilities, Applications, Value Stream, Idea, Epic, Project, Program, Portfolio, Accounts, Engagement |
Strategic Portfolio Management |
|
Associated Objectives |
AssociatedObjectives |
Multi Lookup |
FALSE |
FALSE |
N/A |
Idea, Key Result, Program, Project, Epic, Products, Capabilities, Applications, Value Stream |
Strategic Portfolio Management |
|
Requested By |
RequestedBy |
User |
FALSE |
FALSE |
N/A |
Strategic Portfolio Management |
||
Product |
Product |
Choice |
FALSE |
0 |
FALSE |
Dynamics 365, Office 365, Azure |
Strategic Portfolio Management |
|
Associated Portfolio |
AssociatedPortfolio |
Lookup |
FALSE |
FALSE |
N/A |
Project, Epic, Program |
Strategic Portfolio Management |
|
Associated Programs |
AssociatedPrograms |
Multi Lookup |
FALSE |
FALSE |
N/A |
Portfolio, Project, Epic |
Strategic Portfolio Management |
|
# of In Progress Tasks |
NoofInProgressTasks |
Number |
FALSE |
TRUE |
N/A |
Project, Epic |
Strategic Portfolio Management |
|
# of Not Started Tasks |
NoofNotStartedTasks |
Number |
FALSE |
TRUE |
N/A |
Project, Epic |
Strategic Portfolio Management |
|
Compliance |
Insights_Compliance |
Number |
TRUE |
TRUE |
N/A |
Portfolio, Program, Project, Epic, Objective, Key Result, Engagement |
Strategic Portfolio Management |
|
Governance Problems |
Insights_Problems |
Number |
TRUE |
0 |
TRUE |
N/A |
Strategic Portfolio Management |
|
Governance Warnings |
Insights_Warnings |
Number |
TRUE |
0 |
TRUE |
N/A |
Strategic Portfolio Management |
|
# of Late Tasks |
NoofLateTasks |
Number |
FALSE |
TRUE |
N/A |
Project, Epic |
Strategic Portfolio Management |
|
Approval Status |
ApprovalStatus |
Choice |
FALSE |
FALSE |
Approved, Rejected, On Hold |
Idea |
Strategic Portfolio Management |
|
Associated Key Results |
AssociatedResults |
Multi Lookup |
FALSE |
FALSE |
N/A |
Objective, Project, Epic, Products, Idea, Capabilities, Applications, Value Stream, Key Result, Portfolio, Program |
Strategic Portfolio Management |
|
Default Task Type |
DefaultTaskType |
Choice |
TRUE |
FALSE |
Fixed Duration, Fixed Effort, Fixed Units, Fixed Duration/Effort Driven |
Program, Project, Epic, Products, Applications, Accounts, Engagement |
Strategic Portfolio Management |
|
Budget Trend |
BudgetTrend |
Number |
FALSE |
TRUE |
N/A |
Objective, Key Result, Portfolio, Program, Project, Epic, Products, Applications, Accounts, Engagement |
Strategic Portfolio Management |
|
Compliance Trend |
ComplianceTrend |
Number |
FALSE |
TRUE |
N/A |
Portfolio, Program, Project, Epic, Objective, Key Result, Engagement |
Strategic Portfolio Management |
|
Active Issues Trend |
ActiveIssuesTrend |
Number |
FALSE |
TRUE |
N/A |
Project, Epic, Products, Applications, Engagement, Accounts |
Strategic Portfolio Management |
|
Active Changes Trend |
ActiveChangesTrend |
Number |
FALSE |
TRUE |
N/A |
Project, Epic, Products, Applications, Key Result, Portfolio, Program, Accounts, Engagement |
Strategic Portfolio Management |
|
State Trend |
StateTrend |
Text |
FALSE |
TRUE |
N/A |
Project, Epic, Engagement |
Strategic Portfolio Management |
|
Plan Budget |
PlanBudget |
Currency |
FALSE |
TRUE |
N/A |
Key Result |
Strategic Portfolio Management |
|
Metric Trend |
MetricTrend |
Text |
FALSE |
TRUE |
N/A |
Key Result |
Strategic Portfolio Management |
|
Current Metric Trend |
CurrentMetricTrend |
Number |
FALSE |
TRUE |
N/A |
Objective, Key Result |
Strategic Portfolio Management |
|
Default Task Mode |
DefaultTaskMode |
Choice |
TRUE |
FALSE |
Auto Schedule, Manual Schedule |
Program, Project, Epic, Products, Applications, Accounts, Engagement |
Strategic Portfolio Management |
|
Enterprise Architecture |
PlanType_EnterpriseArchitecture |
Lookup |
TRUE |
TRUE |
N/A |
Strategic Portfolio Management |
||
Associated Applications |
AssociatedApplications |
Multi Lookup |
FALSE |
FALSE |
N/A |
Idea, Project, Epic, Value Stream, Capabilities, Key Result, Products, Objective, Applications |
Strategic Portfolio Management |
|
Associated Capabilities |
AssociatedCapabilities |
Multi Lookup |
FALSE |
FALSE |
N/A |
Products, Applications, Value Stream, Idea |
Strategic Portfolio Management |
|
Associated Products |
AssociatedProducts |
Multi Lookup |
FALSE |
FALSE |
N/A |
Products, Objective, Key Result, Project, Epic, Value Stream, Capabilities, Idea |
Strategic Portfolio Management |
|
Value Proposition |
ValueProposition |
Multi Line Text |
FALSE |
FALSE |
N/A |
Value Stream |
Strategic Portfolio Management |
|
Solutions |
Solutions |
Multi Line Text |
FALSE |
FALSE |
N/A |
Value Stream |
Strategic Portfolio Management |
|
Solution Context |
SolutionContext |
Multi Line Text |
FALSE |
FALSE |
N/A |
Value Stream |
Strategic Portfolio Management |
|
People and Locations |
PeopleandLocations |
Multi Line Text |
FALSE |
FALSE |
N/A |
Value Stream |
Strategic Portfolio Management |
|
Customer Segments |
CustomerSegments |
Multi Line Text |
FALSE |
FALSE |
N/A |
Value Stream |
Strategic Portfolio Management |
|
Channels |
Channels |
Multi Line Text |
FALSE |
FALSE |
N/A |
Value Stream |
Strategic Portfolio Management |
|
Customer Relationships |
CustomerRelationships |
Multi Line Text |
FALSE |
FALSE |
N/A |
Value Stream |
Strategic Portfolio Management |
|
ARTs and Suppliers |
ARTsandSuppliers |
Multi Line Text |
FALSE |
FALSE |
N/A |
Value Stream |
Strategic Portfolio Management |
|
Value Stream Roles |
ValueStreamRoles |
Multi Line Text |
FALSE |
FALSE |
N/A |
Value Stream |
Strategic Portfolio Management |
|
Vision |
Vision |
Multi Line Text |
FALSE |
FALSE |
N/A |
Products, Applications |
Strategic Portfolio Management |
|
Mission |
Mission |
Multi Line Text |
FALSE |
FALSE |
N/A |
Products, Applications |
Strategic Portfolio Management |
|
Strengths |
Strengths |
Multi Line Text |
FALSE |
FALSE |
N/A |
Products, Applications |
Strategic Portfolio Management |
|
Weaknesses |
Weaknesses |
Multi Line Text |
FALSE |
FALSE |
N/A |
Products, Applications |
Strategic Portfolio Management |
|
Opportunity |
Opportunity |
Multi Line Text |
FALSE |
FALSE |
N/A |
Products, Applications |
Strategic Portfolio Management |
|
Threats |
Threats |
Multi Line Text |
FALSE |
FALSE |
N/A |
Products, Applications |
Strategic Portfolio Management |
|
Associated Value Stream |
AssociatedValueStream |
Multi Lookup |
FALSE |
FALSE |
N/A |
Project, Epic, Applications, Products, Portfolio, Program, Objective, Key Result, Idea, Capabilities, Value Stream |
Strategic Portfolio Management |
|
Status Trend |
StatusTrend |
Text |
FALSE |
TRUE |
N/A |
Project, Epic |
Strategic Portfolio Management |
|
Associated Initiatives |
AssociatedInitiatives |
Multi Lookup |
FALSE |
FALSE |
N/A |
Strategic Portfolio Management |
||
Functional Fit |
FunctionalFit |
Choice |
FALSE |
FALSE |
N/A |
Applications |
Strategic Portfolio Management |
|
Account Executive |
AccountExecutive |
User |
FALSE |
FALSE |
N/A |
Accounts |
Strategic Portfolio Management |
|
Primary Contact |
PrimaryContact |
Text |
FALSE |
FALSE |
N/A |
Accounts |
Strategic Portfolio Management |
|
Customer Manager |
CustomerManager |
Text |
FALSE |
FALSE |
N/A |
Engagement, Accounts |
Strategic Portfolio Management |
|
Address |
Address |
Multi Line Text |
FALSE |
FALSE |
N/A |
Accounts |
Strategic Portfolio Management |
|
Customer Sponsor |
CustomerSponsor |
Text |
FALSE |
FALSE |
N/A |
Engagement, Accounts |
Strategic Portfolio Management |
|
PO |
PO |
Text |
FALSE |
FALSE |
N/A |
Engagement |
Strategic Portfolio Management |
|
SOW Provided |
SOWProvided |
Yes/No |
FALSE |
FALSE |
N/A |
Engagement |
Strategic Portfolio Management |
|
Billing Method |
BillingMethod |
Choice |
FALSE |
FALSE |
N/A |
Engagement |
Strategic Portfolio Management |
|
Closed |
Closed |
Yes/No |
FALSE |
FALSE |
N/A |
Engagement |
Strategic Portfolio Management |
|
Industry |
Industry |
Choice |
FALSE |
FALSE |
N/A |
Accounts |
Strategic Portfolio Management |
|
Market Cap |
MarketCap |
Currency |
FALSE |
FALSE |
N/A |
Accounts |
Strategic Portfolio Management |
|
Num of Employees |
NumofEmployees |
Number |
FALSE |
FALSE |
N/A |
Accounts |
Strategic Portfolio Management |
|
Website |
Website |
Hyperlink |
FALSE |
FALSE |
N/A |
Accounts |
Strategic Portfolio Management |
|
Contract Amount |
ContractAmount |
Currency |
FALSE |
FALSE |
N/A |
Engagement, Accounts |
Strategic Portfolio Management |
|
Contract Variance |
ContractVariance |
Currency |
FALSE |
TRUE |
N/A |
Engagement |
Strategic Portfolio Management |
|
Target Margin |
TargetMargin |
Number |
FALSE |
FALSE |
N/A |
Engagement |
||
Contract Hours |
ContractHours |
Number |
FALSE |
FALSE |
N/A |
Engagement |
||
Invoiced Amount |
InvoicedAmount |
Currency |
FALSE |
FALSE |
N/A |
Engagement |
||
Scope Health |
ScopeHealth |
Choice |
FALSE |
FALSE |
N/A |
|||
Overall Health Status |
OverallHealthStatus |
Multi Line Text |
FALSE |
FALSE |
N/A |
|||
Scope Health Status |
ScopeHealthStatus |
Multi Line Text |
FALSE |
FALSE |
N/A |
|||
Financial Health Status |
FinancialHealthStatus |
Multi Line Text |
FALSE |
FALSE |
N/A |
|||
Issue Health Status |
IssueHealthStatus |
Multi Line Text |
FALSE |
FALSE |
N/A |
Portfolio, Program, Project, Epic, Engagement, Products, Applications |
||
Effort Health Status |
EffortHealthStatus |
Multi Line Text |
FALSE |
FALSE |
N/A |
|||
Schedule Health Status |
ScheduleHealthStatus |
Multi Line Text |
FALSE |
FALSE |
N/A |
|||
Contract Amount Trend |
ContractAmountTrend |
Currency |
FALSE |
FALSE |
N/A |
Engagement |
||
Key Accomplishments |
KeyAccomplishmentsThisReportingPeriod |
Multi Line Text |
FALSE |
This Reporting Period |
FALSE |
N/A |
||
Upcoming Tasks |
UpcomingTasksforNext2Weeks |
Multi Line Text |
FALSE |
In the next 2 Weeks |
FALSE |
N/A |
||
Estimated Cost |
EstimatedCost |
Currency |
FALSE |
TRUE |
N/A |
Engagement |
||
Actual Cost |
ActualCost |
Currency |
FALSE |
FALSE |
N/A |
Engagement |
||
Estimated Revenue |
EstimatedRevenue |
Currency |
FALSE |
TRUE |
N/A |
Engagement |
||
Estimated Revenue Trend |
EstimatedRevenueTrend |
Currency |
FALSE |
TRUE |
N/A |
Engagement |
||
Estimated Profit |
EstimatedProfit |
Currency |
FALSE |
FALSE |
N/A |
Engagement |
||
Estimated Profit Trend |
EstimatedProfitTrend |
Currency |
FALSE |
TRUE |
N/A |
Engagement |
||
Associated Account |
AssociatedAccount |
Lookup |
FALSE |
FALSE |
N/A |
Engagement |
||
Actual Revenue |
ActualRevenue |
Currency |
FALSE |
TRUE |
N/A |
Engagement |
||
Budget Used |
BudgetUsed |
Number |
FALSE |
TRUE |
N/A |
Engagement |
||
Margin |
Margin |
Number |
FALSE |
TRUE |
N/A |
Engagement |
||
Actual Margin |
ActualMargin |
Number |
FALSE |
TRUE |
N/A |
Engagement |
||
Margin Variance |
MarginVariance |
Number |
FALSE |
TRUE |
N/A |
Engagement |
||
Plans Estimated Cost |
PlansEstimatedCost |
Currency |
FALSE |
TRUE |
N/A |
Accounts |
||
Plans Estimated Profit |
PlansEstimatedProfit |
Currency |
FALSE |
TRUE |
N/A |
Accounts |
||
Plans Estimated Revenue |
PlansEstimatedRevenue |
Currency |
FALSE |
TRUE |
N/A |
Accounts |
||
Plans Estimated Cost Trend |
PlansEstimatedCostTrend |
Currency |
FALSE |
TRUE |
N/A |
Accounts |
||
Plans Estimated Profit Trend |
PlansEstimatedProfitTrend |
Currency |
FALSE |
TRUE |
N/A |
Accounts |
||
Plans Estimated Revenue Trend |
PlansEstimatedRevenueTrend |
Currency |
FALSE |
TRUE |
N/A |
Accounts |
||
Name |
Name |
Text |
TRUE |
0 |
FALSE |
N/A |
0 |
|
Owner |
Owner |
Text |
TRUE |
0 |
FALSE |
N/A |
0 |
|
Start |
StartDate |
Text |
TRUE |
0 |
FALSE |
N/A |
0 |
|
End |
EndDate |
Text |
TRUE |
0 |
FALSE |
N/A |
0 |
|
Effort |
Effort |
Text |
TRUE |
0 |
FALSE |
N/A |
0 |
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