Alphabetical Index of Fields

Plan fields are top-level metadata fields that show on the Plan Details page and Portfolios page.

# of Backlog Tasks (ADT) (SPM)

• Internal Name: ofBacklogTasks
• Description: Count of tasks categorized as backlog.
• Field Type: Number
• Calculated?: Yes, Rollup
• Calculations:
  • Work Type = Backlog
  • Aggregate = Count
  • Filter = Item Type equal Task
• Read Only?: Yes

# of Completed Tasks (PSA)

• Internal Name: NoofCompletedTasks
• Description: Count of completed tasks in the work plan. 
• Field Type: Number
• Calculated?: Yes, Rollup
• Calculations:
  • Work Type = Tasks
  • Aggregate = Count
  • Filter = Status equal Completed
• Read Only?: Yes

# of Features (ADT) (SPM)

• Internal Name: ofFeatures
• Description: Count of features categorized as backlog.
• Field Type: Number
• Calculated?: Yes, Rollup
• Calculations:
  • Work Type = Backlog
  • Aggregate = Count
  • Filter = Item Type equal Feature
• Read Only?: Yes

# of In Progress Tasks (ADT) (PSA) (SPM)

• Internal Name: NoofInProgressTasks
• Description: Count of tasks currently in progress.
• Field Type: Number
• Calculated?: Yes, Rollup
• Calculations:
  • Work Type = Tasks
  • Aggregate = Count
  • Filter = Status equals In Progress
• Read Only?: Yes

# of Late Tasks (ADT) (SPM)

• Internal Name: NoofLateTasks
• Description: Count of tasks that are past their due date and not 100% complete.
• Field Type: Number
• Calculated?: Yes, Rollup
• Calculations:
  • Work Type = Tasks
  • Aggregate = Count
  • Filter = Due < [Today] AND % Done not equal 100
• Read Only?: Yes

# of Not Started Tasks (ADT) (PSA) (SPM)

• Internal Name: NoofNotStartedTasks
• Description: Count of tasks that have not been started yet.
• Field Type: Number
• Calculated?: Yes, Rollup
• Calculations:
  • Work Type = Tasks
  • Aggregate = Count
  • Filter = Status equals Not Started
• Read Only?: Yes

# of User Stories (ADT) (SPM)

• Internal Name: ofUserStories
• Description: Count of user stories categorized as backlog.
• Field Type: Number
• Calculated?: Yes, Rollup
• Calculations:
  • Work Type = Backlog
    Aggregate = Count
    Filter = Item Type equals User Story
• Read Only?: Yes

Accomplishments (ADT) (SPM)

• Internal Name: Accomplishments
• Description: Detailed descriptions of accomplishments.
• Field Type: Multi Line Text
• Read Only?: No

Account (System) (PSA)

• Internal Name: PlanType_Accounts0
• Description: 
• Field Type: Lookup
• Read Only?: Yes

Account Executive (ADT) (PSA) (SPM)

• Internal Name: AccountExecutive
• Description: The user assigned as the account executive.
• Field Type: User
• Read Only?: No

Active Changes (ADT) (PSA) (SPM)

• Internal Name: ActiveIssues
• Description: Count of active changes.
• Field Type: Number
• Calculated?: Yes, Rollup
• Calculations: 
  • Work Type = Change
  • Aggregate = Count
  • Filter = State equals Active
• Read Only?: Yes

Active Changes Trend (ADT) (PSA) (SPM)

• Internal Name: ActiveChangesTrend
• Description: Trend analysis of active changes.
• Field Type: Number
• Calculated?: Yes, Trend
• Calculations: Trend Field = Active Changes
• Read Only?: Yes

Active Issues (ADT) (PSA) (SPM)

• Internal Name: ActiveIssues
• Description: Count of active issues.
• Field Type: Number
• Calculated?: Yes, Rollup
• Calculations: 
  • Work Type = Issues
  • Aggregate = Count
  • Filter = State equals Active
• Read Only?: Yes

Active Issues Trend (ADT) (PSA) (SPM) 

• Internal Name: ActiveIssuesTrend
• Description: Trend analysis of active issues.
• Field Type: Number
• Calculated?: Yes, Trend
• Calculations: Trend Field = Active Issues
• Read Only?: Yes

Active Risks (ADT) (PSA) (SPM)

• Internal Name: ActiveRisks
• Description: Count of active risks.
• Field Type: Number
• Calculated?: Yes, Rollup
• Calculations: 
  • Work Type = Risks
  • Aggregate = Count
  • Filter = State equals Active
• Read Only?: Yes

Actual Cost (ADT) (PSA) (SPM)

• Internal Name: ActualCost
• Description: Sum of actual costs.
• Field Type: Currency
• Calculated?: Yes, Rollup
• Calculations:
  • Work Type = Tasks
  • Aggregate = Sum
  • Rollup Field = Actual Cost
  • Filter = leaf equals Yes
• Read Only?: Yes

Actual Fees (PSA)

• Internal Name: ActualFees
• Description: Indicates the total actual fees associated with a plan.
• Field Type: Currency
• Calculated?: Yes, Rollup
• Calculations:
  • Work Type = Tasks
  • Aggregate = Sum
  • Rollup Field = Actual Fees
• Read Only?: Yes

Actual Hours (System) (ADT) (PSA) (SPM)

• Internal Name: TimesheetHours
• Description: Total actual hours recorded. Timesheet hours coming from the resource plan.
• Field Type: Number
• Read Only?: No

Actual Margin (ADT) (SPM)

• Internal Name: ActualMargin
• Description: Difference between the project's actual revenue and its actual costs
• Field Type: Number
• Calculated?: Yes
• Calculations: ([Plan.ActualRevenue]-[Plan.ActualCost])/([Plan.ActualRevenue])*100
• Read Only?: Yes

Actual Revenue (ADT) (SPM)

• Internal Name: ActualRevenue
• Description: Sum of actual revenue.
• Field Type: Currency
• Calculated?: Yes, Rollup
• Calculations:
  • Work Type = Tasks
  • Aggregate = Sum
  • Rollup Field = Actual Revenue
  • Filter = leaf equals No
• Read Only?: Yes

Actuals (System) (ADT) (PSA) (SPM)

• Internal Name: Actuals
• Description: Total actual hours recorded. Timesheet hours coming from the resource plan.
• Field Type: Number
• Read Only?: No

Additional Comments (ADT) (PSA) (SPM)

• Internal Name: AdditionalComments
• Description: Additional comments or notes.
• Field Type: Multi Line Text
• Read Only?: No

Address (ADT) (PSA) (SPM)

• Internal Name: Address
• Description: Address details for the plan.
• Field Type: Multi Line Text
• Read Only?: No

Approval Status (ADT) (SPM)

• Internal Name: ApprovalStatus
• Description: Status of approval.
• Field Type: Choice
• Read Only?: No

ARTs and Suppliers (ADT) (SPM)

• Internal Name: ARTsandSuppliers
• Description: Details of ARTs and suppliers.
• Field Type: Multi Line Text
• Read Only?: No

Associated Account (ADT) (SPM)

• Internal Name: AssociatedAccount
• Description: Lookup field for associated account. Used to associate items from one Plan Type to another.
• Field Type: Lookup
• Read Only?: No

Associated Applications (ADT) (SPM)

• Internal Name: AssociatedApplications
• Description: Lookup field for associated applications. Used to associate items from one Plan Type to another.
• Field Type: Multi Lookup
• Read Only?: No

Associated Capabilities (ADT) (SPM)

• Internal Name: AssociatedCapabilities
• Description: Lookup field for associated capabilities. Used to associate items from one Plan Type to another.
• Field Type: Multi Lookup
• Read Only?: No

Associated Engagements (ADT) (SPM)

• Internal Name: AssociatedEngagements
• Description: Lookup field for associated engagements. Used to associate items from one Plan Type to another.
• Field Type: Multi Lookup
• Read Only?: No

Associated Initiatives (ADT) (SPM)

• Internal Name: AssociatedInitiatives
• Description: Lookup field for associated initiatives. Used to associate items from one Plan Type to another.
• Field Type: Multi Lookup
• Read Only?: No

Associated Key Results (ADT) (SPM)

• Internal Name: AssociatedResults
• Description: Lookup field for associated key results. Used to associate items from one Plan Type to another.
• Field Type: Multi Lookup
• Read Only?: No

Associated Objectives (ADT) (SPM)

• Internal Name: AssociatedObjectives
• Description: Lookup field for associated objectives. Used to associate items from one Plan Type to another.
• Field Type: Multi Lookup
• Read Only?: No

Associated Portfolio (ADT) (SPM)

• Internal Name: AssociatedPortfolio
• Description: Lookup field for associated portfolio. Used to associate items from one Plan Type to another.
• Field Type: Multi Lookup
• Read Only?: No

Associated Products (SPM) (SPM)

• Internal Name: AssociatedProducts
• Description: Lookup field for associated products. Used to associate items from one Plan Type to another.
• Field Type: Multi Lookup
• Read Only?: No

Associated Programs (ADT) (SPM)

• Internal Name: AssociatedPrograms
• Description: Lookup field for associated programs. Used to associate items from one Plan Type to another.
• Field Type: Multi Lookup
• Read Only?: No

Associated Projects (ADT) (SPM

• Internal Name: AssociatedProjects
• Description: Lookup field for associated projects. Used to associate items from one Plan Type to another.
• Field Type: Multi Lookup
• Read Only?: No

Associated Value Stream (ADT) (SPM)

• Internal Name: AssociatedValueStream
• Description: Lookup field for associated value streams. Used to associate items from one Plan Type to another.
• Field Type: Multi Lookup
• Read Only?: No

Backlog Points (ADT) (PSA) (SPM)

• Internal Name: BacklogPoints
• Description: Sum of points for backlog items.
• Field Type: Number
• Calculated?: Yes, Rollup
• Calculations:
  • Work Type = Backlog
  • Aggregate = Sum
  • Rollup Field = Points
• Read Only?: Yes

Benefits (ADT) (SPM)

• Internal Name: Benefits
• Description: Total financial benefits of the plan.
• Field Type: Currency
• Read Only?: No

Billing Method (ADT) (PSA) (SPM)

• Internal Name: BillingMethod
• Description: Method of billing.
• Field Type: Choice
• Read Only?: No

Budget (ADT) (PSA) (SPM)

• Internal Name: Budget
• Description: Total budget of the plan. This comes from the Budget Financial Plan.
• Field Type: Currency
• Read Only?: No

Budget Trend (ADT) (SPM)

• Internal Name: BudgetTrend
• Description: Trend analysis of a plan's budget.
• Field Type: Number
• Calculated?: Yes, Trend
• Calculations: Trend Field = Budget 
• Read Only?: Yes

Budget Used (ADT) (PSA) (SPM)

• Internal Name: BudgetUsed
• Description: Percentage of budget used.
• Field Type: Number
• Calculated?: Yes
• Calculations: ([Plan.ActualRevenue]/[Plan.EstimatedRevenue])*100
• Read Only?: Yes

Budget Variance (ADT) (PSA) (SPM)

• Internal Name: BudgetVariance
• Description: Difference between budget and forecast costs.
• Field Type: Currency
• Calculated?: Yes
• Calculations: [Plan.Budget]-[Plan.Forecast]
• Read Only?: Yes

Business Case (ADT) (SPM)

• Internal Name: BusinessCase
• Description: Detailed description of the business case.
• Field Type: Multi Line Text
• Read Only?: No

Business Unit (ADT) (SPM)

• Internal Name: BusinessUnit
• Description: Organize plans by business units or departments using a predefined list, ensuring alignment with each unit's objectives.
• Field Type: Choice
• Read Only?: No

Business Value (ADT) (SPM)

• Internal Name: BusinessValue
• Description: Assigned business value using a predefined scale. Used to calculate WSJF in Agile Prioritization.
• Field Type: Choice
• Read Only?: No

Category (ADT) (PSA) (SPM)

• Internal Name: ProjectType
• Description: Categorize plans based on their type using a predefined list, enhancing organization and reporting.
• Field Type: Choice
• Read Only?: No

Channels (ADT) (SPM)

• Internal Name: Channels
• Description: Details of communication channels.
• Field Type: Multi Line Text
• Read Only?: No

Closed (ADT) (SPM)

• Internal Name: Closed
• Description: Indicates whether the item is closed.
• Field Type: Yes/No
• Read Only?: No

Committed Effort (ADT) (SPM)

• Internal Name: CommittedEffort
• Description: Total committed effort in hours.
• Field Type: Number
• Read Only?: No

Committed Start Date (PSA)

• Internal Name: CommittedStartDate
• Description: Start date of the committed project work.
• Field Type: Date
• Read Only?: No

Company Cost (PSA)

• Internal Name: CompanyCost
• Description: Cost to the company for the project. 
• Field Type: Currency
• Read Only?: No

Compliance (System) (ADT) (PSA) (SPM)

• Internal Name: Insights_Compliance
• Description: Compliance score or metric. Comes from Insights compliance calculations. 
• Field Type: Number
• Read Only?: Yes

Compliance Trend (ADT) (PSA) (SPM)

• Internal Name: ComplianceTrend
• Description: Trend analysis of compliance metrics.
• Field Type: Number
• Calculated?: Yes, Trend
• Calculations: Trend Field = Compliance
• Read Only?: Yes

Contact (PSA)

• Internal Name: Contact
• Description: Contact information for the project.
• Field Type: Text
• Read Only?: No

Contract Amount (ADT) (PSA) (SPM)

• Internal Name: ContractAmount
• Description: Total contract amount in currency.
• Field Type: Currency
• Read Only?: No

Contract Amount Trend (ADT) (PSA) (SPM)

• Internal Name: ContractAmountTrend
• Description: Trend analysis of contract amounts.
• Field Type: Currecny
• Calculated?: Yes, Trend
• Calculations: Trend Field = Contract Amount
• Read Only?: No

Contract Hours (ADT) (PSA) (SPM)

• Internal Name: ContractHoursc
• Description: Total contract hours.
• Field Type: Number
• Read Only?: No

Contract Variance (ADT) (PSA) (SPM)

• Internal Name: ContractVariance
• Description: Difference between contract amount and estimated revenue.
• Field Type: Currency
• Calculated?: Yes
• Calculations: [Plan.ContractAmount]-[Summary.EstimatedRevenue]
• Read Only?: Yes

Cost of Delay (ADT) (SPM)

• Internal Name: CostofDelay
• Description: Calculated cost of delay based on business value, risk, and time criticality. Used to calculate WSJF in Agile Prioritization.
• Field Type: Number
• Calculated?: Yes
• Calculations: ([Plan.BusinessValue] + [Plan.Risk]) + [Plan.TimeCriticality]
• Read Only?: Yes

Currency (PSA)

• Internal Name: Currency
• Description: The currency used for the project.
• Field Type: Choice
• Read Only?: No

Current Metric (ADT) (SPM)

• Internal Name: CurrentMetric
• Description: Current metric as a percentage of the target.
• Field Type: Number
• Calculated?: Yes
• Calculations: ([Plan.CurrentNumber]/[Plan.TargetNumber])*100
• Read Only?: Yes

Currency Metric Trend (ADT) (SPM)

• Internal Name: CurrentMetricTrend
• Description: Trend analysis of the current metric.
• Field Type: Number
• Calculated?: Yes, Trend
• Calculations: Trend Field = Current Metric
• Read Only?: Yes

Current Number (ADT) (SPM)

• Internal Name: CurrentNumber
• Description: Current number or value.
• Field Type: Number
• Read Only?: No

Customer Manager (ADT) (PSA) (SPM)

• Internal Name: CustomerManager
• Description: Name of the customer manager.
• Field Type: Text
• Read Only?: No

Customer Relationships (ADT) (SPM)

• Internal Name: CustomerRelationships
• Description: Details of customer relationships.
• Field Type: Multi Line Text
• Read Only?: No

Customer Segments (ADT) (SPM)

• Internal Name: CustomerSegments
• Description: Details of customer segments.
• Field Type: Multi Line Text
• Read Only?: No

Customer Sponsor (ADT) (PSA) (SPM)

• Internal Name: CustomerSponsor
• Description: Name of the customer sponsor.
• Field Type: Text
• Read Only?: No

Date of Delivery (PSA)

• Internal Name: DateofDelivery
• Description: Date of the delivery of project deliverables.
• Field Type: Date
• Read Only?: No

Default Task Mode (System) (ADT) (PSA) (SPM)

• Internal Name: DefaultTaskMode
• Description: Default mode for scheduling tasks.
• Field Type: Choice
• Read Only?: No

Default Task Type (System) (ADT) (PSA) (SPM)

• Internal Name: DefaultTaskType
• Description: Default type for tasks.
• Field Type: Choice
• Read Only?: No

Delivery Manager Notes (PSA)

• Internal Name: DeliveryManagerNotes
• Description: Detailed notes from the project delivery manager.
• Field Type: Multi Line Text
• Read Only?: No

Description (ADT) (PSA) (SPM)

• Internal Name: Description
• Description: Detailed description of the item.
• Field Type: Multi Line Text
• Read Only?: No

Effort (System) (SPM)

• Internal Name: Effort
• Description: Total effort required for the project.
• Field Type: Text
• Read Only?: No

Effort Health (ADT) (PSA) (SPM)

• Internal Name: EffortHealth
• Description: Health status of the effort required.
• Field Type: Choice
• Read Only?: No

Effort Health Status (ADT) (PSA) (SPM)

• Internal Name: EffortHealthStatus
• Description: Detailed status of the effort health.
• Field Type: Multi Line Text
• Read Only?: No

Effort Variance (ADT) (PSA) (SPM)

• Internal Name: EffortVariance
• Description: Difference between committed effort and scheduled effort.
• Field Type: Number
• Calculated?: Yes
• Calculations: [Plan.CommittedEffort]-[Plan.ScheduledEffort]
• Read Only?: Yes

End (System) (SPM)

• Internal Name: EndDate
• Description: End date of the Plan.
• Field Type: Text
• Read Only?: No

Enterprise Architecture (System) (ADT) (SPM)

• Internal Name: PlanType_EnterpriseArchitecture
• Description: Lookup field for enterprise architecture plans.
• Field Type: Lookup
• Read Only?: Yes

Epic Points (ADT) (SPM)

• Internal Name: EpicPoints
• Description: Total points for epics.
• Field Type: Number
• Read Only?: No

Estimated Budget (PSA)

• Internal Name: EstimatedBudget
• Description: Estimated budget for the plan. 
• Field Type: Currency
• Read Only?: No

Estimated Budget Trend (PSA)

• Internal Name: EstimatedBudgetTrend
• Description: Trend analysis of the estimated budget for the plan. 
• Field Type: Currency
• Calculated?: Yes, Trend
• Calculations: Trend Field = Estimated Budget
• Read Only?: Yes

Estimated Cost (ADT) (PSA) (SPM)

• Internal Name: EstimatedCost
• Description: Sum of estimated costs.
• Field Type: Currency
• Calculated?: Yes, Rollup
• Calculations:
  • Work Type = Tasks
  • Aggregate = Sum
  • Rollup Field = Estimated Cost
  • Filter = leaf equals No
• Read Only?: Yes

Estimated End (System) (ADT) (PSA) (SPM)

• Internal Name: EstimatedEnd
• Description: Estimated end date of the plan. 
• Field Type: Date
• Read Only?: No

Estimated Profit (ADT) (PSA) (SPM)

• Internal Name: EstimatedProfit
• Description: Sum of estimated profits from the plan. 
• Field Type: Currency
• Calculated?: Yes, Trend
• Calculations:
  • Work Type = Tasks
  • Aggregate = Sum
  • Rollup Field = Estimated Profit
  • Filter = leaf equals No
• Read Only?: No

Estimated Profit Trend (ADT) (PSA) (SPM)

• Internal Name: EstimatedProfitTrend
• Description: Trend analysis of estimated profits.
• Field Type: Currency
• Calculated?: Yes, Trend
• Calculations: Trend Field = Estimated Profit
• Read Only?: Yes

Estimated Revenue (ADT) (SPM)

• Internal Name: EstimatedRevenue
• Description: Sum of estimated revenues for the plan.
• Field Type: Currency
• Calculated?: Yes, Rollup
• Calculations:
  • Work Type = Tasks
  • Aggregate = Sum
  • Rollup Field = Estimated Revenue
  • Filter = leaf equals No
• Read Only?: Yes

Estimated Revenue Trend (ADT) (SPM)

• Internal Name: EstimatedRevenueTrend
• Description: Trend analysis of estimated revenues.
• Field Type: Currency
• Calculated?: Yes, Trend
• Calculations: Trend Field = Estimated Revenue
• Read Only?: Yes

Estimated Start (System) (ADT) (PSA) (SPM)

• Internal Name: EstimatedStart
• Description: Estimated start date of the plan.
• Field Type: Date
• Read Only?: No

Executive Sponsor (ADT) (SPM)

• Internal Name: ExecutiveSponsor
• Description: User assigned as the executive sponsor.
• Field Type: User
• Read Only?: No

Financial Health (ADT) (PSA) (SPM)

• Internal Name: FinancialHealth
• Description: Health status of the financials.
• Field Type: Choice
• Read Only?: No

Financial Health Status (ADT) (PSA) (SPM)

• Internal Name: FinancialHealthStatus
• Description: Detailed status of the financial health.
• Field Type: Multi Line Text
• Read Only?: No

Forecast (ADT) (PSA) (SPM)

• Internal Name: Forecast
• Description: Forecasted financials in currency.
• Field Type: Currency
• Read Only?: No

Functional Fit (ADT) (SPM)

• Internal Name: FunctionalFit
• Description: Assessment of how well the plan fits functionally.
• Field Type: Choice
• Read Only?: No

Funding Available (ADT) (SPM)

• Internal Name: FundingAvailable
• Description: Indicates whether funding is available.
• Field Type: Yes/No
• Read Only?: No

Funding Source (ADT) (SPM)

• Internal Name: FundingSource
• Description: Identifies the source of funding for the plan.
• Field Type: Choice
• Read Only?: No

Goals (ADT) (SPM)

• Internal Name: Goals
• Description: Align plans with strategic goals by selecting from a predefined list, ensuring each plan contributes to overall business objectives.
• Field Type: Choice
• Read Only?: No

Governance Problems (System) (ADT) (PSA) (SPM)

• Internal Name: Insights_Problems
• Description: Number of governance problems identified.
• Field Type: Number
• Read Only?: Yes

Governance Warnings (System) (ADT) (PSA) (SPM)

• Internal Name: Insights_Warnings
• Description: Number of governance warnings identified.
• Field Type: Number
• Read Only?: Yes

Improve Employee Retention (ADT) (SPM)

• Internal Name: ImproveEmployeeRetention
• Description: Identify how this project helps meet the Organizational goal of keeping talented employees.
• Field Type: Choice
• Read Only?: No

Industry (ADT) (PSA) (SPM)

• Internal Name: Industry
• Description: Industry classification.
• Field Type: Choice
• Read Only?: No

Invoiced Amount (ADT) (PSA) (SPM)

• Internal Name: InvoicedAmount
• Description: Total amount invoiced.
• Field Type: Currecny
• Read Only?: No

Issue Health (ADT) (PSA) (SPM)

• Internal Name: IssueHealth
• Description: Health status of issues.
• Field Type: Choice
• Read Only?: No

Issue Health Status (ADT) (PSA) (SPM)

• Internal Name: IssueHealthStatus
• Description: Detailed status of issue health.
• Field Type: Multi Line Text
• Read Only?: No

Jira Project Names (ADT) (SPM)

• Internal Name: JiraProjectNames
• Description: Names of associated Jira projects.
• Field Type: Choice
• Read Only?: No

Key Accomplishments (ADP) (SPM)

• Internal Name: KeyAccomplishmentsThisReportingPeriod
• Description: Key accomplishments for this reporting period.
• Field Type: Multi Line Text
• Read Only?: No

Key Accomplishments This Reporting Period (PSA) 

• Internal Name: KeyAccomplishmentsThisReportingPeriod
• Description: Key accomplishments for this reporting period.
• Field Type: Multi Line Text
• Read Only?: No

Lead (ADT) (SPM)

• Internal Name: Lead
• Description: User assigned as the lead.
• Field Type: User
• Read Only?: No

Lower Cost (ADT) (SPM)

• Internal Name: LowerCost
• Description: Assessment of how the plan lowers costs.
• Field Type: Choice
• Read Only?: No

Manager (ADT) (PSA) (SPM)

• Internal Name: Manager
• Description: User assigned as the manager.
• Field Type: User
• Read Only?: Yes

Margin (ADT) (PSA) (SPM)

• Internal Name: Margin
• Description: Calculated margin percentage.
• Field Type: Number
• Calculated?: Yes
• Calculations: ([Plan.EstimatedRevenue]-[Plan.EstimatedCost])/([Plan.EstimatedRevenue])*100
• Read Only?: Yes

Margin Variance (ADT) (PSA) (SPM)

• Internal Name: MarginVariance
• Description: Difference between planned margin and actual margin.
• Field Type: Number
• Calculated?: Yes
• Calculations: ([Plan.Margin]-[Plan.ActualMargin])
• Read Only?: Yes

Market Cap (ADT) (PSA) (SPM)

• Internal Name: MarketCap
• Description: Market capitalization in currency.
• Field Type: Currency
• Read Only?: No

Metric (ADT) (SPM)

• Internal Name: Metric
• Description: Type of metric used.
• Field Type: Choice
• Read Only?: No

Metric Trend (ADT) (SPM)

• Internal Name: MetricTrend
• Description: Trend analysis of the selected metric.
• Field Type: Text
• Calculated?: Yes, Trend
• Calculations: Trend Field = Metric
• Read Only?: Yes

Mitigation Plan (PSA)

• Internal Name: MitigationPlan
• Description: Detailed mitigation plan for risks that identified for the plan. 
• Field Type: Text
• Read Only?: No

Mission (ADT) (SPM)

• Internal Name: Mission
• Description: Detailed mission statement.
• Field Type: Multi Line Text
• Read Only?: No

Needs Staffing (ADT) (PSA) (SPM)

• Internal Name: NeedsStaffing
• Description: Indicates whether staffing is needed.
• Field Type: Yes/No
• Read Only?: No

Num of Employees (ADT) (PSA) (SPM)

• Internal Name: NumofEmployees
• Description: Number of employees.
• Field Type: Number
• Read Only?: No

Objective (System) (ADT) (SPM)

• Internal Name: PlanType_Objective
• Description: Lookup field for associated objectives.
• Field Type: Lookup
• Read Only?: Yes

Opportunity (ADT) (SPM)

• Internal Name: Opportunity
• Description: Detailed description of opportunities.
• Field Type: Multi Line Text
• Read Only?: No

Opportunity Type (PSA)

• Internal Name: OpportunityType
• Description: Identify the type of opportunity from a set list of types. 
• Field Type: Choice
• Read Only?: No

Overall Health (ADT) (PSA) (SPM)

• Internal Name: OverallHealth
• Description: Overall health status of the plan.
• Field Type: Choice
• Calculated?: Yes
• Calculations: 
  • (1) On Track = Status equals (1) On Track
  • (2) At Risk = Status equals (2) At Risk
  • (3) Off Track = Status equals (3) Off Track
• Read Only?: No

Overall Health Status (ADT) (PSA) (SPM)

• Internal Name: OverallHealthStatus
• Description: Detailed status of overall health.
• Field Type: Multi Line Text
• Read Only?: No

Overall Health Trend (PSA)

• Internal Name: OverallHealthTrend
• Description: Trend analysis of the overall health of the plan.
• Field Type: Text
• Calculated?: Yes, Trend
• Calculations: Trend Field = Overall Health
• Read Only?: Yes

Overdue Tasks (PSA)

• Internal Name: OverdueTasks
• Description: Count of overdue tasks in a plan.
• Field Type: Number
• Calculated?: Yes, Rollup
• Calculations:
  • Work Type = Tasks
  • Aggregate = Count
  • Filter = Due is less than Today, and Complete equals No
• Read Only?: Yes

Parent Account (PSA)

• Internal Name: ParentAcount
• Description: Lookup field for associated parent accounts.
• Field Type: Lookup
• Read Only?: No

Period Ending (System) (PSA)

• Internal Name: PeriodEnding
• Description: Ending date of the plan period.
• Field Type: Date
• Read Only?: No

People and Locations (ADT) (SPM)

• Internal Name: PeopleandLocations
• Description: Details of people and locations involved.
• Field Type: Multi Line Text
• Read Only?: No

Plan Budget (ADT) (SPM)

• Internal Name: PlanBudget
• Description: Total budget for the plan.
• Field Type: Currency
• Calculated?: Yes, Rollup
• Calculations: 
  • Work Type = Plans
  • Lookup Field = Associated Key Results
  • Aggregate = Sum
  • Rollup Field = Budget
• Read Only?: Yes

Planned Activities (ADT) (PSA)

• Internal Name: PlannedActivities
• Description: Planned activities for the reporting period.
• Field Type: Multi Line Text
• Read Only?: No

Plans Estimated Cost (ADT) (SPM)

• Internal Name: PlansEstimatedCost
• Description: Sum of estimated costs for plans.
• Field Type: Currency
• Calculated?: Yes, Rollup
• Calculations: 
  • Work Type = Plans
  • Lookup Field = Associated Account
  • Aggregate = Sum
  • Rollup Field = Estimated Cost
• Read Only?: Yes

Plans Estimated Cost Trend (ADT) (SPM)

• Internal Name: PlansEstimatedCostTrend
• Description: Trend analysis of estimated costs for plans.
• Field Type: Currency
• Calculated?: Yes, Trend
• Calculations: Trend Field = Plans Estimated Cost
• Read Only?: Yes

Plans Estimated Profit (ADT) (SPM)

• Internal Name: PlansEstimatedProfit
• Description: Sum of estimated profits for plans.
• Field Type: Currency
• Calculated?: Yes, Rollup
• Calculations: 
  • Work Type = Plans
  • Lookup Field = Associated Account
  • Aggregate = Sum
  • Rollup Field = Estimated Profit
• Read Only?: Yes

Plans Estimated Profit Trend (ADT) (SPM)

• Internal Name: PlansEstimatedProfitTrend
• Description: Trend analysis of estimated profits for plans.
• Field Type: Currency
• Calculated?: Yes, Trend
• Calculations: Trend Field = Plans Estimated Profit
• Read Only?: Yes

Plans Estimated Revenue (ADT) (SPM)

• Internal Name: PlansEstimatedRevenue
• Description: Sum of estimated revenues for plans.
• Field Type: Currency
• Calculated?: Yes, Rollup
• Calculations: 
  • Work Type = Plans
  • Lookup Field = Associated Account
  • Aggregate = Sum
  • Rollup Field = Estimated Revenue
• Read Only?: Yes

Plans Estimated Revenue Trend (ADT) (SPM)

• Internal Name: PlansEstimatedRevenueTrend
• Description: Trend analysis of estimated revenues for plans.
• Field Type: Currency
• Calculated?: Yes, Trend
• Calculations: Trend Field = Plans Estimated Revenue
• Read Only?: Yes

PO (ADT) (PSA) (SPM)

• Internal Name: PO
• Description: Purchase order details.
• Field Type: Text
• Read Only?: No

Portfolio (System) (ADT) (SPM)

• Internal Name: PlanType_EnterpriseProject
• Description: Lookup field for associated portfolios.
• Field Type: Lookup
• Read Only?: Yes

PowerApp ID (ADT) (SPM)

• Internal Name: PowerAppID
• Description: Identifier for PowerApp items.
• Field Type: Text
• Read Only?: Yes

Primary Contact (ADT) (PSA) (SPM)

• Internal Name: PrimaryContact
• Description: Name of the primary contact.
• Field Type: Text
• Read Only?: No

Prioritization Score (ADT) (PSA) (SPM)

• Internal Name: PrioritizationScore
• Description: Calculated score for prioritization based on strategic alignment, cost reduction, employee retention, and risk reduction.
• Field Type: Number
• Calculated?: Yes
• Calculations: ((([Plan.StrategicAlignment] * 0.25) + ([Plan.LowerCost] * 0.25)) + ([Plan.ImproveEmployeeRetention] * 0.25)) + ([Plan.RiskReduction] * 0.25)
• Read Only?: Yes

Priority (System) (ADT) (PSA) (SPM)

• Internal Name: Priority
• Description: Priority level of the plan.
• Field Type: Choice
• Read Only?: No

Probability (PSA)

• Internal Name: Probability
• Description: The probability of the plan occuring.
• Field Type: Number
• Read Only?: No

Product (ADT) (SPM)

• Internal Name: Product
• Description: Product associated with the plan.
• Field Type: Choice
• Read Only?: No

Process Step (System) (PSA)

• Internal Name: ProcessStep
• Description: Identifies the process step the plan is currently in. 
• Field Type: Choice
• Read Only?: No

Profit % Margin (PSA)

• Internal Name: ProfitMargin
• Description: Profit margin from the project presented as a percentage. 
• Field Type: Number
• Read Only?: No

Program (System) (ADT) (SPM)

• Internal Name: PlanType_Program
• Description: Lookup field for associated program.
• Field Type: Lookup
• Read Only?: Yes

Program Budget (ADT) (SPM)

• Internal Name: ProgramBudget
• Description: Total budget for the program.
• Field Type: Currency
• Read Only?: No

Remaining Budget (ADT) (PSA) (SPM)

• Internal Name: RemainingBudget
• Description: Remaining budget after actuals are deducted.
• Field Type: Currency
• Calculated?: Yes
• Calculations: [Plan.Budget]-[Plan.Actuals]
• Read Only?: Yes

Remaining Budget Allocation (ADT) (PSA) (SPM)

• Internal Name: RemainingBudgetAllocation
• Description: Remaining budget allocation after program budget is deducted.
• Field Type: Currency
• Calculated?: Yes
• Calculations: [Plan.ProgramBudget]-[Plan.Budget]
• Read Only?: Yes

Remaining Effort (ADT) (PSA) (SPM)

• Internal Name: RemainingEffort
• Description: Remaining effort after actual hours are deducted.
• Field Type: Number
• Calculated?: Yes
• Calculations: [Plan.CommittedEffort]-[Plan.TimesheetHours]
• Read Only?: Yes

Remaining Points (ADT) (SPM)

• Internal Name: RemainingPoints
• Description: Remaining points after backlog points are deducted.
• Field Type: Number
• Calculated?: Yes
• Calculations: [Plan.EpicPoints]-[Plan.BacklogPoints]
• Read Only?: No

Requested By (ADT) (PSA) (SPM)

• Internal Name: RequestedBy
• Description: User who requested the plan.
• Field Type: User
• Read Only?: No

Risk (ADT) (PSA) (SPM)

• Internal Name: Risk
• Description: Assess the probabilities and consequences of risk events if they are realized. Used to calculate WSJF in Agile Prioritization.
• Field Type: Choice
• Read Only?: No

Risk Reduction (ADT) (SPM)

• Internal Name: RiskReduction
• Description: Assessment of how the plan reduces risks.
• Field Type: Choice
• Read Only?: No

ROI (ADT) (SPM)

• Internal Name: ROI
• Description: Calculated return on investment percentage.
• Field Type: Number
• Calculated?: Yes
• Calculations: ([Plan.Benefits]-[Plan.Budget])/[Plan.Budget]*100
• Read Only?: Yes

Schedule Health (ADT) (PSA) (SPM)

• Internal Name: ScheduleHealth
• Description: Health status of the schedule.
• Field Type: Choice
• Read Only?: No

Schedule Health Status (ADT) (PSA) (SPM)

• Internal Name: ScheduleHealthStatus
• Description: Detailed status of schedule health.
• Field Type: Multi Line Text
• Read Only?: No

Scheduled Effort (ADT) (PSA) (SPM)

• Internal Name: ScheduledEffort
• Description: Total scheduled effort in hours.
• Field Type: Number
• Read Only?: No

Scope Health (ADT) (PSA) (SPM)

• Internal Name: ScopeHealth
• Description: Health status of the scope.
• Field Type: Choice
• Read Only?: No

Scope Health Status (ADT) (PSA) (SPM)

• Internal Name: ScopeHealthStatus
• Description: Detailed status of scope health.
• Field Type: Multi Line Text
• Read Only?: No

Solution Context (ADT) (SPM)

• Internal Name: SolutionContext
• Description: Detailed context of the solution.
• Field Type: Multi Line Text
• Read Only?: No

Solutions (ADT) (SPM)

• Internal Name: Solutions
• Description: Detailed descriptions of solutions.
• Field Type: Multi Line Text
• Read Only?: No

SOW Provided (ADT) (PSA) (SPM)

• Internal Name: SOWProvided
• Description: Indicates whether a statement of work (SOW) is provided.
• Field Type: Yes/No
• Read Only?: No

State (System) (ADT) (PSA) (SPM)

• Internal Name: State
• Description: Current state of the plan.
• Field Type: Choice
• Read Only?: No

State Trend (ADT) (PSA) (SPM)

• Internal Name: StateTrend
• Description: Trend analysis of the state of the plan.
• Field Type: Text
• Calculated?: Yes, Trend
• Calculations: Trend Field = State
• Read Only?: Yes

Status (System) (ADT) (SPM)

• Internal Name: Status
• Description: Current status of the plan.
• Field Type: Choice
• Read Only?: No

Status Trend (ADT) (SPM)

• Internal Name: StatusTrend
• Description: Trend analysis of the status of the plan.
• Field Type: Text
• Calculated?: Yes, Trend
• Calculations: Trend Field = Status
• Read Only?: Yes

Strategic Alignment (ADT) (PSA) (SPM)

• Internal Name: StrategicAlignment
• Description: Select how aligned is your strategy with your long-term purpose.
• Field Type: Choice
• Read Only?: No

Strengths (ADT) (SPM)

• Internal Name: Strengths
• Description: Detailed descriptions of strengths.
• Field Type: Multi Line Text
• Read Only?: No

Support Notes (PSA)

• Internal Name: SupportNotes
• Description: Detailed notes on plan support. 
• Field Type: Multi Line Text
• Read Only?: No

SWAG (ADT) (SPM)

• Internal Name: SWAG
• Description: Identifies a rough estimate of the amount of work that needs to be done to complete a project.
• Field Type: Choice
• Read Only?: No

Target Margin (ADT) (PSA) (SPM)

• Internal Name: TargetMargin
• Description: Target margin percentage.
• Field Type: Number
• Read Only?: No

Target Number (ADT) (SPM)

• Internal Name: TargetNumber
• Description: Target number or value.
• Field Type: Number
• Read Only?: No

Tasks At Risks (ADT) (PSA) (SPM)

• Internal Name: TasksAtRisks
• Description: Count of tasks that are at risk.
• Field Type: Number
• Calculated?: Yes, Rollup
• Calculations: 
  • Work Type = Tasks
  • Aggregate = Count
  • Filter = Health Status equals (2) At Risk
• Read Only?: Yes

Tasks In Progress (ADT) (PSA) (SPM)

• Internal Name: TasksinProgress
• Description: Count of tasks that are currently in progress.
• Field Type: Number
• Calculated?: Yes, Rollup
• Calculations: 
  • Work Type = Tasks
  • Aggregate = Count
  • Filter =Status equals In Progress
• Read Only?: Yes

Tasks Off Track (ADT) (PSA) (SPM)

• Internal Name: TasksOffTrack
• Description: Count of tasks that are off track.
• Field Type: Number
• Calculated?: Yes, Rollup
• Calculations: 
  • Work Type = Tasks
  • Aggregate = Count
  • Filter = Health Status equals (3) Off Track
• Read Only?: Yes

Threats (ADT) (SPM)

• Internal Name: Threats
• Description: Detailed descriptions of potential threats.
• Field Type: Multi Line Text
• Read Only?: No

Time Criticality (ADT) (SPM)

• Internal Name: TimeCriticality
• Description: Assessment of the time criticality of the plan.
• Field Type: Choice
• Read Only?: No

Timesheet Charge (System) (ADT) (PSA) (SPM)

• Internal Name: TimesheetChargeLevel
• Description: Level at which timesheet charges are applied.
• Field Type: Choice
• Read Only?: No

Timesheet Type (System) (ADT) (PSA) (SPM)

• Internal Name: TimesheetType
• Description: Type of timesheet used.
• Field Type: Choice
• Read Only?: No

Type (PSA)

• Internal Name: Type
• Description: Identifies the service type of the plan. 
• Field Type: Choice
• Read Only?: No

Upcoming Tasks (ADT) (SPM)

• Internal Name: UpcomingTasksforNext2Weeks
• Description: Tasks planned for the next two weeks.
• Field Type: Multi Line Text
• Read Only?: No

Upcoming Tasks for the Next 2 Weeks (PSA)

• Internal Name: UpcomingTasksforNext2Weeks
• Description: Tasks planned for the next two weeks.
• Field Type: Multi Line Text
• Read Only?: No

Value Area (ADT) (SPM)

• Internal Name: ValueArea
• Description: Area of value the plan contributes to.
• Field Type: Choice
• Read Only?: No

Value Proposition (ADT) (SPM)

• Internal Name: ValueProposition
• Description: Detailed description of the value proposition.
• Field Type: Multi Line Text
• Read Only?: No

Value Statement (ADT) (SPM)

• Internal Name: ValueStatement
• Description: Detailed value statement.
• Field Type: Multi Line Text
• Read Only?: No

Value Stream Roles (ADT) (SPM)

• Internal Name: ValueStreamRoles
• Description: Detail of roles within the value stream.
• Field Type: Multi Line Text
• Read Only?: No

Vision (ADT) (SPM)

• Internal Name: Vision
• Description: Vision statement for the plan.
• Field Type: Multi Line Text
• Read Only?: No

Weaknesses (ADT) (SPM)

• Internal Name: Weaknesses
• Description: Detailed descriptions of weaknesses.
• Field Type: Multi Line Text
• Read Only?: No

Website (ADT) (PSA) (SPM)

• Internal Name: Website
• Description: Hyperlink to the website.
• Field Type: Hyperlink
• Read Only?: No

WSJF (ADT) (SPM)

• Internal Name: WSJF
• Description: Weighted Shortest Job First (WSJF) score.
• Field Type: Number
• Calculated?: Yes
• Calculations: (([Plan.BusinessValue] + [Plan.Risk]) + [Plan.TimeCriticality])/[Plan.SWAG]
• Read Only?: No

Work fields are the main fields where you enter metadata regarding your ongoing work. Work fields show on the Work Plan List and Board views. They also show in the My Work and Timesheet modules.

% Done (System) (ADT) (PSA) (SPM)

• Internal Name: PercentDone
• Description: Indicates the completion percentage of a task based on its status.
• Field Type: Number
• Calculated?: Yes
• Calculations:
  • 0% = Status equals Not Started
  • 50% = Status equals In Progress
  • 50% = Complete equals False AND % Done equals 100%
  • 100% = Status equals Completed
  • 100% = Complete equals True
• Read Only?: No

Actual Cost (System) (ADT) (PSA)

• Internal Name: TotalActualCost
• Description: Represents the Labor Cost plus the Fixed Cost on a project.
• Field Type: Currency
• Calculated?: Yes
• Calculations: [Actual Cost]+[Fixed Cost]
• Read Only?: Yes

Actual Fees (System) (PSA)

• Internal Name: ActualRevenue
• Description: Represents the actual fees associated with a task.
• Field Type: Currency
• Read Only?: No

Actual Finish (System) (PSA)

• Internal Name: ActualFinish
• Description: Marks the actual finish date of the task.
• Field Type: Date
• Read Only?: No

Actual Labor Cost (System) (ADT) (SPM)

• Internal Name: ActualCost
• Description: Timesheet hours * Cost for a resource
• Field Type: Currency
• Read Only?: Yes

Actual Labor Revenue (System) (ADT) (SPM)

• Internal Name: ActualRevenue
• Description: Represents the actual revenue generated from labor.
• Field Type: Currency
• Read Only?: Yes

Actual Margin (ADT) (SPM)

• Internal Name: ActualMargin
• Description: Indicates the actual margin percentage.
• Field Type: Number
• Calculated?: Yes
• Calculations: ([ActualRevenue]-[ActualCost])/([ActualRevenue])*100
• Read Only?: Yes

Actual Profit (ADT) (SPM)

• Internal Name: ActualProfit
• Description: Represents the actual profit earned.
• Field Type: Currency
• Calculated?: Yes
• Calculations: (([ActualRevenue]+[FixedCost])-([ActualCost]+[FixedCost]))
• Read Only?: Yes

Actual Profit YTD (PSA)

• Internal Name: ActualProfit
• Description: Represents the actual profit earned for the year to date.
• Field Type: Currency
• Calculated?: Yes
• Calculations: [ActualRevenue]-[ActualCost]
• Read Only?: Yes

Actual Revenue (ADT) (PSA) (SPM)

• Internal Name: TotalActualRevenue
• Description: Multiplies the Timesheet Hours by the Rate Field for each line item in your Work Plan.
• Field Type: Currency
• Calculated?: Yes
• Calculations: [ActualRevenue]+[FixedBudget]
• Read Only?: Yes

Actual Start (PSA)

• Internal Name: ActualStart
• Description: Marks the actual start date of the task.
• Field Type: Date
• Read Only?: No

AssignmentCost (PSA)

• Internal Name: AssignmentCost
• Description: Displays the cost of the task.
• Field Type: Currency
• Read Only?: Yes

AssignmentRevenue (PSA)

• Internal Name: AssignmentRevenue
• Description: Displays the revenue gained from the task. 
• Field Type: Currency
• Read Only?: Yes

Baseline % Done (System) (ADT) (PSA) (SPM)

• Internal Name: BaselinePercentDone
• Description: Indicates the baseline completion percentage of a task. Created when a user creates a baseline for a work plan.
• Field Type: Number
• Read Only?: Yes

Baseline Due (System) (ADT) (PSA) (SPM)

• Internal Name: BaselineEndDate
• Description: Represents the baseline due date of a task. Created when a user creates a baseline for a work plan.
• Field Type: Date
• Read Only?: Yes

Baseline Duration (System) (PSA)

• Internal Name: BaselineDuration
• Description: Indicates the baseline duration of a task. Created with a user creates a baseline for a work plan.
• Field Type: Number
• Read Only?: Yes

Baseline Effort (System) (ADT) (PSA) (SPM)

• Internal Name: BaselineEffort
• Description: Represents the baseline effort estimated for a task. Created when a user creates a baseline for a work plan.
• Field Type: Number
• Read Only?: Yes

Baseline Estimated Budget (System) (PSA)

• Internal Name: BaselineEstimatedRevenue
• Description: Indicates the remining baseline budget estimated for a task. Created when a user creates a baseline for a work plan.
• Field Type: Currency
• Read Only?: Yes

Baseline Estimated Cost (System) (PSA)

• Internal Name: BaselineEstimatedCost
• Description: Indicates the remining baseline cost for a task. Created when a user creates a baseline for a work plan.
• Field Type: Currency
• Read Only?: Yes

Baseline Remaining Effort (System) (ADT) (PSA) (SPM)

• Internal Name: BaselineRemainingEffort
• Description: Indicates the remaining baseline effort for a task. Created when a user creates a baseline for a work plan.
• Field Type: Number
• Read Only?: Yes

Baseline Start (System) (ADT) (PSA) (SPM)

• Internal Name: BaselineStartDate
• Description: Represents the baseline start date of a task. Created when a user creates a baseline for a work plan.
• Field Type: Date
• Read Only?: Yes

Budget Used (ADT) (PSA) (SPM)

• Internal Name: BudgetUsed
• Description: Indicates the percentage of the budget that has been used.
• Field Type: Number
• Calculated?: Yes
• Calculations: (([ActualRevenue]+[FixedCost])/([AssignmentRevenue]+[FixedCost]))*100
• Read Only?: Yes

Business Value (ADT) (SPM)

• Internal Name: BusinessValue
• Description: Classify the business value of a task.
• Field Type: Choice
• Read Only?: No

Category (ADT) (PSA) (SPM)

• Internal Name: Category
• Description: Identify different types of work by selecting from a predefined list of work type categories, enhancing organization and tracking.
• Field Type: Choice
• Read Only?: No

Chargeable Hours (ADT) (PSA)

• Internal Name: ChargeableHours
• Description: If the Charge Type field is set to Chargeable at the task level, it will add up the timesheet hours and show in this field.
• Field Type: Number
• Read Only?: No

Charge Type (ADT) (PSA) (SPM)

• Internal Name: ChargeType
• Description: Classify the type of charge associated with a task.
• Field Type: Choice
• Read Only?: No

Chargeable Planned Effort (PSA)

• Internal Name: ChargeablePlannedEffort
• Description: 
• Field Type: Number
• Read Only?: Yes

Complete (System) (ADT) (PSA) (SPM)

• Internal Name: Complete
• Description: Indicates whether a task is complete.
• Field Type: Yes/No
• Calculated?: Yes
• Calculations: 
  • TRUE = Status equals Completed
  • TRUE = % Done equals 100
  • FALSE = Status not equal Completed
  • FALSE = % Done not equal 100
• Read Only?: No

Contingency (ADT) (PSA) (SPM)

• Internal Name: Contingency
• Description: Used to address potential risks that might impact your project and what the plan is if that risk happens.
• Field Type: Multi Line Text
• Read Only?: No

Cost Impact (ADT) (PSA) (SPM)

• Internal Name: CostImpact
• Description: Represents the financial impact of a task.
• Field Type: Currency
• Read Only?: No

Critical (System) (ADT) (PSA) (SPM)

• Internal Name: critical
• Description: Indicates whether a task is on the critical path.
• Field Type: Yes/No
• Read Only?: Yes

Deadline (PSA)

• Internal Name: Deadline
• Description: Represents the deadline date for a task.
• Field Type: Date
• Read Only?: No

Deadline Date (ADT) (SPM)

• Internal Name: Deadline
• Description: Represents the deadline date for a task.
• Field Type: Date
• Read Only?: No

Deadline Calc (PSA) (SPM)

• Internal Name: DeadlineCalc
• Description: Calculates the difference between the deadline and the end date to give you the count of days between the end date and the deadline date.
• Field Type: Number
• Calculated?: Yes
• Calculations: DATEDIFF([Deadline],[EndDate])
• Read Only?: Yes

Decision Date (ADT) (PSA) (SPM)

• Internal Name: DecisionDate
• Description: Represents the date a decision is made.
• Field Type: Date
• Read Only?: No

Decision Impact (ADT) (PSA) (SPM)

• Internal Name: DecisionImpact
• Description: Provides details on the impact of a decision.
• Field Type: Multi Line Text
• Read Only?: No

Decision Maker(s) (ADT) (PSA) (SPM)

• Internal Name: DecisionMakers
• Description: Lists the individuals responsible for making decisions.
• Field Type: Multi Line Text
• Read Only?: No

Description (ADT) (PSA) (SPM)

• Internal Name: Description
• Description: Provides a detailed description of a task.
• Field Type: Multi Line Text
• Read Only?: No

Display (PSA)

• Internal Name: Display
• Description: 
• Field Type: Yes/no
• Read Only?:

Due (System) (SPM)

• Internal Name: EndDate
• Description: Represents the due date for a task.
• Field Type: Date
• Read Only?: No

Effort (System) (SPM)

• Internal Name: Effort
• Description: Represents the total effort required for a task.
• Field Type: Number
• Read Only?: No

Effort Used (PSA)

• Internal Name: EffortUsed
• Description: Represents the total effort used on a task.
• Field Type: Number
• Read Only?: Yes

Estimated Budget (System) (PSA)

• Internal Name: EstimatedRevenue
• Description: Represents the estimated budget for a task by adding the task revenue and fixed budget. 
• Field Type: Currency
• Calculated?: Yes
• Calculations: [AssignmentRevenue]+[FixedBudget]
• Read Only?: Yes

Estimated Cost (System) (ADT) (PSA) (SPM)

• Internal Name: EstimatedCost
• Description: Multiplies the Effort Field (from the Work Plan Schedule) by the Cost Field (from the Resource Center, based on who is assigned to the item).
• Field Type: Currency
• Calculated?: Yes
• Calculations: [AssignmentCost]+[FixedCost]
• Read Only?: Yes

Estimated Profit (ADT) (PSA) (SPM)

• Internal Name: EstimatedProfit
• Description: Represents the estimated profit for a task.
• Field Type: Currency
• Calculated?: Yes
• Calculations: [AssignmentRevenue]-[AssignmentCost]
• Read Only?: Yes

Estimated Revenue (System) (ADT) (SPM)

• Internal Name: EstimatedRevenue
• Description: Multiplies the Effort Field (from the Work Plan Schedule) by the Rate Field (from the Resource Center or the Rate Table for each line item).
• Field Type: Currency
• Calculated?: Yes
• Calculations: [AssignmentRevenue]+[FixedCost]
• Read Only?: Yes

Exposure (ADT) (SPM)

• Internal Name: Exposure
• Description: Calculates the probability times the impact to give an exposure score.
• Field Type: Number
• Calculated?: Yes
• Calculations: [Probability]*[Impact]
• Read Only?: Yes

Financials (PSA)

• Internal Name: Financials
• Description: 
• Field Type: Yes/No
• Read Only?: No

Fixed Actual Budget (PSA)

• Internal Name: FixedActualBudget
• Description: Indicates the fixed budget for a task based on actual costs. 
• Field Type: Currency
• Read Only?: No

Fixed Budget (PSA)

• Internal Name: FixedBudget
• Description: Indicates the fixed budget for a task. 
• Field Type: Currency
• Read Only?: No

Fixed Cost (ADT) (SPM)

• Internal Name: FixedCost
• Description: Allows tracking of fixed costs on a project.
• Field Type: Currency
• Read Only?: No

Fixed Revenue (ADT) (SPM)

• Internal Name: FixedBudget
• Description: Represents the fixed revenue associated with a task.
• Field Type: Currency
• Read Only?: No

Health Status (ADT) (PSA) (SPM)

• Internal Name: TaskStatus
• Description: Indicates the current health status of a task.
• Field Type: Choice
• Read Only?: No

Impact (ADT) (PSA) (SPM)

• Internal Name: Impact
• Description: Indicates the impact level of a task.
• Field Type: Choice
• Read Only?: No

Item Type (ADT) (PSA) (SPM)

• Internal Name: ItemType
• Description: Classifies the type of work item.
• Field Type: Choice
• Read Only?: No

Labor Cost (ADT) (SPM)

• Internal Name: LaborCost
• Description: Represents the labor cost associated with a task.
• Field Type: Currency
• Calculated?: Yes
• Calculations: [AssignmentCost]
• Read Only?: Yes

Labor Revenue (ADT) (SPM)

• Internal Name: LaborRevenue
• Description: Represents the labor revenue associated with a task.
• Field Type: Currency
• Calculated?: Yes
• Calculations: [AssignmentRevenue]
• Read Only?: Yes

Last Baseline Date (PSA)

• Internal Name: LastBaselineDate
• Description: Displays the last date a baseline was taken for the task.
• Field Type: Date
• Read Only?: Yes

Margin (ADT) (PSA) (SPM)

• Internal Name: Margin
• Description: Indicates the margin percentage for a task.
• Field Type: Number
• Calculated?: Yes
• Calculations: ([AssignmentRevenue]-[AssignmentCost])/([AssignmentRevenue])*100
• Read Only?: Yes

Margin Variance (ADT) (PSA) (SPM)

• Internal Name: MarginVariance
• Description: Indicates the difference between the estimated margin and the actual margin.
• Field Type: Number
• Calculated?: Yes
• Calculations: [Margin]-[ActualMargin]
• Read Only?: Yes

Mitigation (ADT) (PSA) (SPM)

• Internal Name: Mitigation
• Description: Provides details on the actions taken to mitigate risks.
• Field Type: Multi Line Text
• Read Only?: No

MSP WBS (ADT) (SPM)

• Internal Name: MSPWBS
• Description: Represents the Work Breakdown Structure (WBS) code from Microsoft Project.
• Field Type: Text
• Read Only?: Yes

Name (System) (SPM)

• Internal Name: Name
• Description: Specifies the name of the task or item.
• Field Type: Text
• Read Only?: No

Points (ADT) (PSA) (SPM)

• Internal Name: Points
• Description: Represents the points assigned to a task, often used in agile methodologies.
• Field Type: Number
• Read Only?: No

Priority (ADT) (PSA) (SPM)

• Internal Name: Priority
• Description: Classifies the priority level of a task.
• Field Type: Choice
• Read Only?: No

Probability (ADT) (PSA) (SPM)

• Internal Name: Probability
• Description: Indicates the likelihood of a risk occurring.
• Field Type: Number
• Read Only?: No

Profit Variance (ADT) (PSA) (SPM)

• Internal Name: ProfitVariance
• Description: Indicates the difference between the estimated profit and the actual profit.
• Field Type: Currency
• Calculated?: Yes
• Calculations: [EstimatedProfit]-[ActualProfit]
• Read Only?: Yes

Rate (ADT) (PSA) (SPM)

• Internal Name: Rate
• Description: Represents the rate associated with a task or resource.
• Field Type: Currency
• Read Only?: No

Remaining Chargeable Effort (ADT) (PSA) (SPM)

• Internal Name: RemainingChargeableEffort
• Description: Indicates the remaining chargeable effort for a task.
• Field Type: Number
• Calculated?: Yes
• Calculations: [EstimatedProfit]-[ActualProfit]
• Read Only?: Yes

Remaining Cost (ADT) (PSA) (SPM)

• Internal Name: RemainingCost
• Description: Represents the remaining cost to be incurred for a task.
• Field Type: Currency
• Calculated?: Yes
• Calculations: (([AssignmentCost]+[FixedCost])-([ActualCost]+[FixedCost]))
• Read Only?: Yes

Remaining Effort (ADT) (PSA) (SPM)

• Internal Name: RemainingEffort
• Description: Indicates the remaining effort required to complete a task.
• Field Type: Number
• Calculated?: Yes
• Calculations: [Effort]-[TimesheetHours]
• Read Only?: Yes

Remaining Revenue (ADT) (SPM)

• Internal Name: RemainingRevenue
• Description: Represents the remaining revenue to be earned from a task.
• Field Type: Currency
• Calculated?: Yes
• Calculations: [EstimatedRevenue]-[TotalActualRevenue]
• Read Only?: Yes

Resolution (ADT) (PSA) (SPM)

• Internal Name: Resolution
• Description: Provides details on the resolution of an issue or task.
• Field Type: Multi Line Text
• Read Only?: No

Risk (ADT) (PSA) (SPM)

• Internal Name: Risk
• Description: Classifies the risk level of a task.
• Field Type: Choice
• Read Only?: No

Risk Stage (ADT) (PSA) (SPM)

• Internal Name: RiskStage
• Description: Indicates the current stage of a risk.
• Field Type: Choice
• Read Only?: No

Show in Reports (ADT) (PSA) (SPM)

• Internal Name: ShowinReports
• Description: Indicates whether the task should be included in reports.
• Field Type: Yes/No
• Read Only?: No

Start (System) (SPM)

• Internal Name: StartDate
• Description: Represents the start date of a task.
• Field Type: Date
• Read Only?: No

State (System) (ADT) (PSA) (SPM)

• Internal Name: State
• Description: Classifies the state of a task.
• Field Type: Choice
• Calculated?: Yes
• Calculations:
  • Proposed = Status equals Not Started
  • Active = Status equals In Progress
  • Active = Status equals Deferred
  • Active = Status equals Waiting for someone else
  • Closed = Status equals Completed
• Read Only?: No

Status (System) (ADT) (PSA) (SPM)

• Internal Name: Status
• Description: Indicates the current status of a task.
• Field Type: Choice
• Calculated?: Yes
• Calculations:
  • Not Started = % Done equals 0
  • In Progress = Complete equals False AND % Done equals 100
  • In Progress = % Done not equal 0
  • Completed = Complete equals True
  • Completed = % Done equals 100
• Read Only?: No

Status Notes (ADT) (PSA) (SPM)

• Internal Name: StatusNotes
• Description: Provides additional notes on the status of a task.
• Field Type: Text
• Read Only?: No

Team (ADT) (PSA)

• Internal Name: Team
• Description: Indicates the team the task belongs to.
• Field Type: Choice
• Read Only?: No

Timesheet Hours (System) (ADT) (PSA) (SPM)

• Internal Name: TimesheetHours
• Description: Represents the number of hours recorded in timesheets for the task.
• Field Type: Number
• Read Only?: Yes

Topic Area (ADT) (PSA) (SPM)

• Internal Name: TopicArea
• Description: Provides details on the topic area related to a task.
• Field Type: Multi Line text
• Read Only?: No

Work Item Id (ADT) (SPM)

• Internal Name: WorkItemIdentifier
• Description: Displays the Work Item Id generated by the system. 
• Field Type: Text
• Read Only?: Yes