Alphabetical Index of Fields

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

# of Backlog Tasks

Internal Name: ofBacklogTasks

Description: Count of tasks categorized as backlog.

Field Type: Number

Read Only?: Yes

System?: No

Rollup Work Type: Backlog

• Rollup Filter: Condition: ItemType = Backlog Task

# of Features

Internal Name: ofFeatures

Description: Count of features categorized as backlog.

Field Type: Number

Read Only?: Yes

System?: No

Rollup Work Type: Backlog

• Rollup Filter: Condition: ItemType = Feature

 

 # of Late Tasks

Internal Name: NoofLateTasks

Description: Count of tasks that are past their due date and not 100% complete.

Field Type: Number

Read Only?: Yes

System?: No

Rollup Work Type: Task

Rollup Filter: Condition: AND
  •EndDate < [Today] AND
  •PercentDone ≠ 100 AND
  •leaf = True

 

# of Tasks At Risk

Internal Name: TasksAtRisks

Description: Count of tasks that are at risk.

Field Type: Number

Read Only?: Yes

System?: No

Rollup Work Type: Task

• Rollup Filter: Condition:  TaskStatus = At Risk

 

# of Tasks In Progress

Internal Name: TasksinProgress

Description: Count of tasks that are currently in progress.

Field Type: Number

Read Only?: Yes

System?: No

Rollup Work Type: Task

• Rollup Filter: Condition: AND Status = InProgress AND leaf = True

 

# of Tasks Not Started

Internal Name: NoofNotStartedTasks

Description: Count of tasks that have not been started yet.

Field Type: Number

Read Only?: Yes

System?: No

Rollup Work Type: Task

• Rollup Filter: Condition: AND Status = NotStarted AND leaf = True

 

# of Tasks Off Track

Internal Name: TasksOffTrack

Description: Count of tasks that are off track.

Field Type: Number

Read Only?: Yes

System?: No

Rollup Work Type: Task

• Rollup Filter: Condition: TaskStatus = Off Track

 

# of User Stories

Internal Name: ofUserStories

Description: Count of user stories categorized as backlog.

Field Type: Number

Read Only?: Yes

System?: No

Rollup Work Type: Backlog

• Rollup Filter: Condition:  ItemType = User Story

 

Acceptance Criteria

Internal Name: AcceptanceCriteria

Field Type: Rich Text

Read Only?: No

System?: No

 

Accomplishments

Internal Name: Accomplishments

Description: Detailed descriptions of accomplishments.

Field Type: Rich Text

Read Only?: No

System?: No

 

Account Executive

Internal Name: AccountExecutive

Description: The user is assigned as the account executive.

Field Type: Person

Read Only?: No

System?: No

 

Account Type

Internal Name: AccountType

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Customer
• Prospect
• Partner
• Internal

 

Active Changes

Internal Name: ActiveChanges

Description: Count of active changes.

Field Type: Number

Read Only?: Yes

System?: No

Rollup Work Type: Change

• Rollup Filter: Condition: State = Committed

 

Active Changes Trend

Internal Name: ActiveChangesTrend

Description: Trend analysis of active changes.

Field Type: Number

Read Only?: Yes

System?: No

 

Active Issues

Internal Name: ActiveIssues

Description: Count of active issues.

Field Type: Number

Read Only?: Yes

System?: No

Rollup Work Type: Issue

• Rollup Filter: Condition: State = Committed

 

Active Issues Trend

Internal Name: ActiveIssuesTrend

Description: Trend analysis of active issues.

Field Type: Number

Read Only?: Yes

System?: No

 

Active Risks

Internal Name: ActiveRisks

Description: Count of active risks.

Field Type: Number

Read Only?: Yes

System?: No

Rollup Work Type: Risk

• Rollup Filter: Condition:  State = Committed

 

Actual Cost

Internal Name: ActualCost

Description: Sum of actual costs.

Field Type: Currency

Read Only?: Yes

System?: Yes

Rollup Work Type: Task

• Rollup Filter: Condition:  leaf = False

 

Actual Hours

Internal Name: TimesheetHours

Description: Total actual hours recorded. Timesheet hours coming from the resource plan.

Field Type: Number

Read Only?: No

System?: Yes

 

Actual Margin

Internal Name: ActualMargin

Description: Difference between the project's actual revenue and its actual costs.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: ([Plan.ActualRevenue]-[Plan.ActualCost])/([Plan.ActualRevenue])*100

 

Actual Profit

Internal Name: ActualProfit

Field Type: Currency

Read Only?: Yes

System?: No

Rollup Work Type: Task

• Rollup Filter: Condition: leaf = False

 

Actual Revenue

Internal Name: ActualRevenue

Description: Sum of actual revenue.

Field Type: Currency

Read Only?: Yes

System?: No

Rollup Work Type: Task

• Rollup Filter: Condition:  leaf = False

 

Actuals

Internal Name: Actuals

Description: Total actual hours recorded. Timesheet hours coming from the resource plan.

Field Type: Currency

Read Only?: No

System?: Yes

 

Additional Comments

Internal Name: AdditionalComments

Description: Additional comments or notes.

Field Type: Rich Text

Read Only?: No

System?: No

 

Address

Internal Name: Address

Description: Address details for the plan.

Field Type: Rich Text

Read Only?: No

System?: No

 

Application Category

Internal Name: ApplicationCategory

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Commercial Off-the-Shelf (COTS)
• Custom
• SaaS
• Legacy

 

Approval Status

Internal Name: ApprovalStatus

Description: Status of approval.

Field Type: Choice (single)

Read Only?: No

System?: Yes

Choice Values:

• Approved
• Rejected
• On Hold

 

Associated Account

Internal Name: AssociatedAccounts

Description: Lookup field for associated account. Used to associate items from one Plan Type to another.

Field Type: Lookup (multi)

Read Only?: No

System?: No

 

Associated Applications

Internal Name: AssociatedApplications

Description: Lookup field for associated applications. Used to associate items from one Plan Type to another.

Field Type: Lookup (multi)

Read Only?: No

System?: No

 

Associated Benefit

Internal Name: AssociatedBenefitRealization

Description: Lookup field for associated benefits. Used to associate items from one Plan Type to another.

Field Type: Lookup (multi)

Read Only?: No

System?: No

 

Associated Challenge

Internal Name: AssociatedChallenge

Description: Lookup field for associated ideas. Used to associate items from one Plan Type to another.

Field Type: Lookup (multi)

Read Only?: No

System?: No

 

Associated Engagements

Internal Name: AssociatedEngagements

Description: Lookup field for associated engagements. Used to associate items from one Plan Type to another.

Field Type: Lookup (multi)

Read Only?: No

System?: No

 

Associated Epics

Internal Name: AssociatedEpics

Description: Lookup field for associated epics. Used to associate items from one Plan Type to another.

Field Type: Lookup (multi)

Read Only?: No

System?: No

 

Associated Ideas

Internal Name: AssociatedIdeas

Description: Lookup field for associated ideas. Used to associate items from one Plan Type to another.

Field Type: Lookup (multi)

Read Only?: No

System?: No

 

Associated Key Results

Internal Name: AssociatedResults

Description: Lookup field for associated key results. Used to associate items from one Plan Type to another.

Field Type: Lookup (multi)

Read Only?: No

System?: No

 

Associated Portfolio

Internal Name: AssociatedPortfolio

Description: Lookup field for associated portfolio. Used to associate items from one Plan Type to another.

Field Type: Lookup (single)

Read Only?: No

System?: No

 

Associated Products

Internal Name: AssociatedProducts

Description: Lookup field for associated products. Used to associate items from one Plan Type to another.

Field Type: Lookup (multi)

Read Only?: No

System?: No

 

Associated Programs

Internal Name: AssociatedPrograms

Description: Lookup field for associated programs. Used to associate items from one Plan Type to another.

Field Type: Lookup (multi)

Read Only?: No

System?: No

 

Associated Projects

Internal Name: AssociatedInitiatives

Description: Lookup field for associated projects. Used to associate items from one Plan Type to another.

Field Type: Lookup (multi)

Read Only?: No

System?: No

 

Associated Requirements

Internal Name: AssociatedRequirements

Description: Lookup field for associated requirements. Used to associate items from one Plan Type to another.

Field Type: Lookup (multi)

Read Only?: No

System?: No

 

Associated Risk

Internal Name: AssociatedRisk

Description: Lookup field for associated enterprise risks. Used to associate items from one Plan Type to another.

Field Type: Lookup (multi)

Read Only?: No

System?: No

 

Assumptions

Internal Name: Assumptions

Description: Documented assumptions made for the plan.

Field Type: Rich Text

Read Only?: No

System?: No

 

Audit Notes

Internal Name: AuditNotes

Description: Detailed notes during project audits.

Field Type: Rich Text

Read Only?: No

System?: No

 

Backlog Points

Internal Name: BacklogPoints

Description: Sum of points for backlog items.

Field Type: Number

Read Only?: Yes

System?: No

Rollup Work Type: Backlog

 

Benefit Category

Internal Name: BenefitCategory

Description: Categorization of the benefit associated with the item.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Revenue Increase
• Cost Reduction
• Cost Avoidance
• Efficiency Gain
• Risk Reduction
• Compliance
• Customer Satisfaction

 

Benefit Status

Internal Name: BenefitStatus

Description: Current status of the benefit.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Identified
• Approved
• In Progress
• Realizing
• Realized
• Not Realized
• On Hold
• Cancelled

 

Benefit Strategic Alignment

Internal Name: BenefitStrategicAlignment

Description: Strategic alignment category of the benefit.

Field Type: Choice (multi)

Read Only?: No

System?: No

Choice Values:

• •  Growth
• •  Innovation
• •  Operational Excellence
• •  Risk & Compliance
• •  Customer Experience
• •  Digital Transformation

 

Benefit Type

Internal Name: BenefitType

Description: Type of benefit associated with the plan.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Financial
• Non-Financial
• Strategic
• Customer
• Operational

Benefits

Internal Name: Benefits

Description: Total financial benefits of the plan.

Field Type: Currency

Read Only?: No

System?: No

 

Billing Method

Internal Name: BillingMethod

Description: Method of billing.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Time & Materials
• Fixed Price
• Milestone
• Pre-Paid in Full
• Monthly Subscription

 

Budget

Internal Name: Budget

Description: Total budget of the plan. This comes from the Budget Financial Plan.

Field Type: Currency

Read Only?: No

System?: No

 

Budget Trend

Internal Name: BudgetTrend

Description: Trend analysis of a plan's budget.

Field Type: Number

Read Only?: Yes

System?: No

 

Budget Used

Internal Name: BudgetUsed

Description: Percentage of budget used.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: ([Plan.ActualRevenue]/[Plan.EstimatedRevenue])*100

 

Budget Variance

Internal Name: BudgetVariance

Description: Difference between budget and forecast costs.

Field Type: Currency

Read Only?: Yes

System?: No

Calculation: [Plan.Budget]-[Plan.Forecast]

 

Business Capabilities

Internal Name: PlanType_BusinessCapabilities

Description: Lookup field for associated business capabilities. Used to associate items from one Plan Type to another.

Field Type: Lookup (single)

Read Only?: Yes

System?: No

 

Business Case

Internal Name: BusinessCase

Description: Detailed description of the business case.

Field Type: Rich Text

Read Only?: No

System?: No

 

Business Criticality

Internal Name: BusinessCriticality

Description: Assessment of the business criticality of the plan.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• High
• Medium
• Low

 

Business Driver

Internal Name: BusinessDriver

Description: Business driver of the plan.

Field Type: Choice (multi)

Read Only?: No

System?: No

Choice Values:

• Revenue Growth
• Cost Reduction
• Compliance
• Customer Experience
• Operational Efficiency

 

Business Need

Internal Name: PlanType_BusinessNeed

Description:  Lookup field for associated business needs. Used to associate items from one Plan Type to another.

Field Type: Lookup (single)

Read Only?: Yes

System?: Yes

 

Business Objective

Internal Name: BusinessObjective

Description:  Business objective associated with the plan.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Improve Customer Experience
• Increase Revenue
• Reduce Costs
• Enhance Operational Efficiency
• Drive Innovation
• Meet Compliance Requirements

 

Business Unit

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 (single)

Read Only?: No

System?: No

Choice Values:

• Applications
• Capital Planning
• Finance
• Human Resources
• IT
• Marketing
• Operations
• Product Development
• Professional Services
• R&D
• Sales
• Transformation

 

Business Value

Internal Name: BusinessValue

Description: Assigned business value using a predefined scale. Used to calculate WSJF in Agile Prioritization.

Field Type: Choice (single)

Read Only?: No

System?: Yes

Choice Values:

• 0
• 1
• 2
• 3
• 5
• 8
• 13
• 21
• 34

 

Capability Level

Internal Name: CapabilityLevel

Description: Assessment of the capability level associated with the plan.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Level 1 (High-level)
• Level 2 (Sub-capability)
• Level 3 (Detailed)

 

CapEx

Internal Name: CapEx

Description: Capital expenditure associated with the plan.

Field Type: Currency

Read Only?: No

System?: No

 

Category

Internal Name: Category

Description: Category classification of the plan.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Strategic
• Operational
• Financial
• Compliance
• Technical
• Resource
• Schedule

 

Challenge

Internal Name: PlanType_Challenge

Description: A challenge that the ideas are trying to solve.

Field Type: Lookup (single)

Read Only?: Yes

System?: Yes

 

Challenge Category

Internal Name: ChallengeCategory

Description: Category of the challenge for the associated idea.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Product
• Process
• Service
• Technology
• Market/Customer

 

Closed

Internal Name: Closed

Description: Indicates whether the item is closed.

Field Type: Boolean

Read Only?: No

System?: No

 

Committed By

Internal Name: Model_CommittedBy

Description: The user who committed the plan in the scenario modeler.

Field Type: Person

Read Only?: Yes

System?: Yes

 

Committed Effort

Internal Name: CommittedEffort

Description: Total committed effort in hours.

Field Type: Number

Read Only?: No

System?: Yes

 

Committed End

Internal Name: Model_CommittedEnd

Field Type: Date

Read Only?: Yes

System?: Yes

 

Committed Model Name

Internal Name: Model_CommittedModelName

Field Type: Text

Read Only?: Yes

System?: Yes

 

Committed On

Internal Name: Model_CommittedOn

Field Type: Date

Read Only?: Yes

System?: Yes

 

Committed Priority

Internal Name: Model_Priority

Field Type: Number

Read Only?: Yes

System?: Yes

 

Committed Scenario Name

Internal Name: Model_CommittedScenarioName

Field Type: Text

Read Only?: Yes

System?: Yes

 

Committed Scenario Status

Internal Name: Model_ScenarioStatus

Field Type: Choice (single)

Read Only?: Yes

System?: Yes

Choice Values:

• IN
• OUT

 

Committed Start

Internal Name: Model_CommittedStart

Field Type: Date

Read Only?: Yes

System?: Yes

 

Competitive Positioning

Internal Name: CompetitivePositioning

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Challenger
• Follower
• Leader
• Niche

 

Compliance

Internal Name: Insights_Compliance

Description: Compliance score or metric. Comes from Insights compliance calculations.

Field Type: Number

Read Only?: Yes

System?: Yes

 

Compliance Requirement

Internal Name: ComplianceRequirement

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• SOX
• GDPR
• HIPAA
• ISO27001
• PCI

 

Compliance Risk

Internal Name: ComplianceRisk

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• High
• Medium
• Low

 

Compliance Trend

Internal Name: ComplianceTrend

Description: Trend analysis of compliance metrics.

Field Type: Number

Read Only?: Yes

System?: No

 

Contract Amount

Internal Name: ContractAmount

Description: Total contract amount in currency.

Field Type: Currency

Read Only?: No

System?: No

 

Contract Amount Trend

Internal Name: ContractAmountTrend

Description: Trend analysis of contract amounts.

Field Type: Currency

Read Only?: Yes

System?: No

 

Contract Hours

Internal Name: ContractHours

Description: Total contract hours.

Field Type: Number

Read Only?: No

System?: No

 

Contract Variance

Internal Name: ContractVariance

Description: Difference between contract amount and estimated revenue.

Field Type: Currency

Read Only?: Yes

System?: No

Calculation: [Plan.ContractAmount]-[Summary.EstimatedRevenue]

 

Control Owner

Internal Name: ControlOwner

Field Type: Person

Read Only?: No

System?: No

 

Control Reference

Internal Name: ControlReference

Field Type: Text

Read Only?: No

System?: No

 

Cost of Delay

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

Read Only?: Yes

System?: No

Calculation: ([Plan.BusinessValue] + [Plan.Risk]) + [Plan.TimeCriticality]

 

Cost to Develop

Internal Name: CosttoDevelop

Field Type: Currency

Read Only?: Yes

System?: No

Calculation: [Plan.Budget]

 

Current Metric

Internal Name: CurrentMetric

Description: Current metric as a percentage of the target.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: ([Plan.CurrentNumber]/[Plan.TargetNumber])*100

 

Current Metric Trend

Internal Name: CurrentMetricTrend

Description: Trend analysis of the current metric.

Field Type: Number

Read Only?: Yes

System?: No

 

Current Number

Internal Name: CurrentNumber

Description: Current number or value.

Field Type: Number

Read Only?: No

System?: No

 

Customer Adoption Status

Internal Name: CustomerAdoptionStatus

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Pilot
• Low
• Moderate
• High

 

Customer Manager

Internal Name: CustomerManager

Description: Name of the customer manager.

Field Type: Text

Read Only?: No

System?: No

 

Customer Sponsor

Internal Name: CustomerSponsor

Description: Name of the customer sponsor.

Field Type: Text

Read Only?: No

System?: No

 

Default Task Mode

Internal Name: DefaultTaskMode

Description: Default mode for scheduling tasks.

Field Type: Choice (single)

Read Only?: No

System?: Yes

Choice Values:

• Auto Schedule
• Manual Schedule

 

Default Task Type

Internal Name: DefaultTaskType

Description: Default type for tasks.

Field Type: Choice (single)

Read Only?: No

System?: Yes

Choice Values:

• Fixed Duration
• Fixed Effort
• Fixed Units
• Fixed Duration/Effort Driven

Description

Internal Name: Description

Description: Detailed description of the item.

Field Type: Rich Text

Read Only?: No

System?: No

 

Effort

Internal Name: Effort

Description: Total effort required for the project.

Field Type: Text

Read Only?: No

System?: Yes

 

Effort Health

Internal Name: EffortHealth

Description: Health status of the effort required.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

•  (1) On Track
• (2) At Risk
• (3) Off Track

 

Effort Health Status

Internal Name: EffortHealthStatus

Description: Detailed status of the effort health.

Field Type: Rich Text

Read Only?: No

System?: No

 

Effort Variance

Internal Name: EffortVariance

Description: Difference between committed effort and scheduled effort.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: [Plan.CommittedEffort]-[Plan.ScheduledEffort]

 

End

Internal Name: EndDate

Description: End date of the Plan.

Field Type: Text

Read Only?: No

System?: Yes

 

Engagement Type

Internal Name: EngagementType

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Advisory
• Custom Development
• Implementation
• Support
• Training

 

Epic Points

Internal Name: EpicPoints

Description: Total points for epics.

Field Type: Number

Read Only?: No

System?: No

 

Escalation Level

Internal Name: EscalationLevel

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Team
• Department
• Executive
• Board

 

Estimate at Completion

Internal Name: EAC

Field Type: Currency

Read Only?: No

System?: No

 

Estimated Cost

Internal Name: EstimatedCost

Description: Sum of estimated costs.

Field Type: Currency

Read Only?: Yes

System?: No

Rollup Work Type: Task

• Rollup Filter: Condition: AND  leaf = True

 

Estimated Cost Trend

Internal Name: EstimatedCostTrend

Field Type: Currency

Read Only?: Yes

System?: No

 

Estimated Effort

Internal Name: EstimatedEffort

Field Type: Number

Read Only?: No

System?: No

 

Estimated End

Internal Name: EstimatedEnd

Description: Estimated end date of the plan.

Field Type: Date

Read Only?: No

System?: Yes

 

Estimated Financial Impact

Internal Name: EstimatedFinancialImpact

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• <$250K
• $250K–$1M
• $1M–$5M
• $5M–$10M
• >$10M

 

Estimated Profit

Internal Name: EstimatedProfit

Description: Sum of estimated profits from the plan.

Field Type: Currency

Read Only?: Yes

System?: No

Rollup Work Type: Task

• Rollup Filter: Condition: AND leaf = True

 

Estimated Profit Trend

Internal Name: EstimatedProfitTrend

Description: Trend analysis of estimated profits.

Field Type: Currency

Read Only?: Yes

System?: No

 

Estimated Revenue

Internal Name: EstimatedRevenue

Description: Sum of estimated revenues for the plan.

Field Type: Currency

Read Only?: Yes

System?: No

Rollup Work Type: Task

• Rollup Filter: Condition: AND leaf = True

 

Estimated Revenue Trend

Internal Name: EstimatedRevenueTrend

Description: Trend analysis of estimated revenues.

Field Type: Currency

Read Only?: Yes

System?: No

 

Estimated Start

Internal Name: EstimatedStart

Description: Estimated start date of the plan.

Field Type: Date

Read Only?: No

System?: Yes

 

Estimated Time to Implement

Internal Name: EstimatedTimetoImplement

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• <1 Month
• 1–3 Months
• 3–6 Months
• >6 Months

 

Executive Sponsor

Internal Name: ExecutiveSponsor

Description: User assigned as the executive sponsor.

Field Type: Person

Read Only?: No

System?: No

 

Feasibility Assessment

Internal Name: FeasibilityAssessment

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• High
• Medium
• Low

 

Financial Health

Internal Name: FinancialHealth

Description: Health status of the financials.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• (1) On Track
• (2) At Risk
• (3) Off Track

 

Financial Health Status

Internal Name: FinancialHealthStatus

Description: Detailed status of the financial health.

Field Type: Rich Text

Read Only?: No

System?: No

 

Forecast

Internal Name: Forecast

Description: Forecasted financials in currency.

Field Type: Currency

Read Only?: No

System?: No

 

Functional Fit

Internal Name: FunctionalFit

Description: Assessment of how well the plan fits functionally.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Unreasonable
• Insufficient
• Appropriate
• Perfect

 

Funding Available

Internal Name: FundingAvailable

Description: Indicates whether funding is available.

Field Type: Boolean (Y/N)

Read Only?: No

System?: No

 

Funding Source

Internal Name: FundingSource

Description: Identifies the source of funding for the plan.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Customer
• Hardware Budget
• Software Budget

 

Future State Vision

Internal Name: FutureStateVision

Field Type: Rich Text

Read Only?: No

System?: No

 

Governance Problems

Internal Name: Insights_Problems

Description: Number of governance problems identified.

Field Type: Number

Read Only?: Yes

System?: Yes

 

Governance Warnings

Internal Name: Insights_Warnings

Description: Number of governance warnings identified.

Field Type: Number

Read Only?: Yes

System?: Yes

 

Hosting Location

Internal Name: HostingLocation

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• AWS
• Azure
• Google Cloud
• Internal Datacenter
• Other

 

Idea Category

Internal Name: IdeaCategory

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Cost Saving
• Customer Experience
• New Product
• Product Enhancement
• Revenue Generation
• Sustainability

 

Impact

Internal Name: Impact

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Very Low
• Low
• Medium
• High
• Very High

 

Impact Score

Internal Name: ImpactScore

Field Type: Number

Read Only?: No

System?: No

Calculation: [Plan.Likelihood]*[Plan.Impact]

 

Improve Employee Retention

Internal Name: ImproveEmployeeRetention

Description: Identify how this project helps meet the Organizational goal of keeping talented employees.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Extreme
• Strong
• Moderate
• Low
• None
• Not Rated

 

Industry

Internal Name: Industry

Description: Industry classification.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Accounting
• Agriculture and Non-petrol Natural Resource Extraction
• Broadcasting, Printing and Publishing
• Brokers
• Building Supply Retail
• Business Services
• Clinics Durable Manufacturing
• Consulting
• Consumer Services
• Design, Direction and Creative Management
• Distributors, Dispatchers and Processors
• Doctor's Offices and Clinics
• Durable Manufacturing
• Eating and Drinking Places
• Entertainment Retail
• Equipment Rental and Leasing
• Financial
• Food and Tobacco Processing
• Inbound Capital Intensive Processing
• Inbound Repair and Services
• Information Technology/Software/Hardware
• Legal Services
• Non-Durable Merchandise Retail
• Outbound Consumer Services
• Petrochemical Extraction and Distribution
• SIG Affiliations
• Service Retail
• Social Services
• Special Outbound Trade Contractors
• Specialty Realty
• Transportation
• Utility Creation and Distribution
• Vehicle Retail
• Wholesale

 

Innovation Score

Internal Name: InnovationScore

Description: Number between 1-10

Field Type: Number

Read Only?: No

System?: No

 

Investment Category

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 (single)

Read Only?: No

System?: No

Choice Values:

• Customer Satisfaction
• Grow Business
• Run Business
• Transformation

 

Invoiced Amount

Internal Name: InvoicedAmount

Description: Total amount invoiced.

Field Type: Currency

Read Only?: No

System?: No

 

Issue Health

Internal Name: IssueHealth

Description: Health status of issues.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• (1) On Track
• (2) At Risk
• (3) Off Track

 

Issue Health Status

Internal Name: IssueHealthStatus

Description: Detailed status of issue health.

Field Type: Rich Text

Read Only?: No

System?: No

 

Key Accomplishments This Reporting Period

Internal Name: KeyAccomplishmentsThisReportingPeriod

Description: Key accomplishments for this reporting period.

Field Type: Rich Text

Read Only?: No

System?: No

 

Last Assessment Date

Internal Name: LastAssessmentDate

Field Type: Date

Read Only?: No

System?: No

 

Lead

Internal Name: Lead

Description: User assigned as the lead.

Field Type: Person

Read Only?: No

System?: No

 

Likelihood

Internal Name: Likelihood

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Very Low
• Low
• Medium
• High
• Very High

 

Lower Cost

Internal Name: LowerCost

Description: Assessment of how the plan lowers costs.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Extreme
• Strong
• Moderate
• Low
• None
• Not Rated

 

Manager

Internal Name: Manager

Description: User assigned as the manager.

Field Type: Person

Read Only?: No

System?: No

 

Margin

Internal Name: Margin

Description: Calculated margin percentage.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: ([Plan.EstimatedRevenue]-[Plan.EstimatedCost])/([Plan.EstimatedRevenue])*100

 

Margin Variance

Internal Name: MarginVariance

Description: Difference between planned margin and actual margin.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: ([Plan.Margin]-[Plan.ActualMargin])

 

Market Cap

Internal Name: MarketCap

Description: Market capitalization in currency.

Field Type: Currency

Read Only?: No

System?: No

 

Market Segment

Internal Name: MarketSegment

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• B2B
• B2C
• Education
• Enterprise
• Government
• Healthcare
• SMB

 

Maturity Level

Internal Name: MaturityLevel

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Ad-Hoc
• Defined
• Managed
• Optimized

 

Mission

Internal Name: Mission

Description: Detailed mission statement.

Field Type: Rich Text

Read Only?: No

System?: No

 

Mitigation Owner

Internal Name: MitigationOwner

Field Type: Person

Read Only?: No

System?: No

 

Mitigation Status

Internal Name: MitigationStatus

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Not Started
• In Progress
• On Hold
• Completed
• Cancelled

 

Mitigation Strategy

Internal Name: MitigationStrategy

Field Type: Rich Text

Read Only?: No

System?: No

 

Name

Internal Name: Name

Field Type: Text

Read Only?: No

System?: Yes

 

Needs Staffing

Internal Name: NeedsStaffing

Description: Indicates whether staffing is needed.

Field Type: Boolean

Read Only?: No

System?: No

 

Net Value

Internal Name: NetValue

Field Type: Currency

Read Only?: No

System?: No

Calculation: [Plan.Benefits]-[Plan.Forecast]

 

Next Review Date

Internal Name: NextReviewDate

Field Type: Date

Read Only?: No

System?: No

 

Num of Employees

Internal Name: NumofEmployees

Description: Number of employees.

Field Type: Number

Read Only?: No

System?: No

 

Objective

Internal Name: PlanType_Objective

Description: Lookup field for associated objectives.

Field Type: Lookup (single)

Read Only?: Yes

System?: Yes

 

OpEx

Internal Name: OpEx

Field Type: Currency

Read Only?: No

System?: No

 

Opportunity

Internal Name: Opportunity

Description: Detailed description of opportunities.

Field Type: Rich Text

Read Only?: No

System?: No

 

Overall Health

Internal Name: OverallHealth

Description: Overall health status of the plan.

Field Type: Choice (single)

Read Only?: No

System?: No

Calculation: (1) On Track = Status equals On Track  |  (2) At Risk = Status equals At Risk  |  (3) Off Track = Status equals Off Track

Choice Values:

• (1) On Track
• (2) At Risk
• (3) Off Track

 

Overall Health Status

Internal Name: OverallHealthStatus

Description: Detailed status of overall health.

Field Type: Rich Text

Read Only?: No

System?: No

 

Owner

Internal Name: Owner

Field Type: Text

Read Only?: No

System?: Yes

 

Pain Points/Gaps

Internal Name: PainPoints

Field Type: Rich Text

Read Only?: No

System?: No

 

People and Locations

Internal Name: PeopleandLocations

Description: Details of people and locations involved.

Field Type: Rich Text

Read Only?: No

System?: No

 

Planned Activities

Internal Name: PlannedActivities

Description: Planned activities for the reporting period.

Field Type: Rich Text

Read Only?: No

System?: No

 

Plans Estimated Cost

Internal Name: PlansEstimatedCost

Description: Sum of estimated costs for plans.

Field Type: Currency

Read Only?: Yes

System?: No

Rollup Work Type: Account (Associated Plan)

 

Plans Estimated Cost Trend

Internal Name: PlansEstimatedCostTrend

Description: Trend analysis of estimated costs for plans.

Field Type: Currency

Read Only?: Yes

System?: No

 

Plans Estimated Profit

Internal Name: PlansEstimatedProfit

Description: Sum of estimated profits for plans.

Field Type: Currency

Read Only?: Yes

System?: No

Rollup Work Type: Account (Associated Plan)

 

Plans Estimated Profit Trend

Internal Name: PlansEstimatedProfitTrend

Description: Trend analysis of estimated profits for plans.

Field Type: Currency

Read Only?: Yes

System?: No

 

Plans Estimated Revenue

Internal Name: PlansEstimatedRevenue

Description: Sum of estimated revenues for plans.

Field Type: Currency

Read Only?: No

System?: No

Rollup Work Type: Account (Associated Plan)

 

Plans Estimated Revenue Trend

Internal Name: PlansEstimatedRevenueTrend

Description: Trend analysis of estimated revenues for plans.

Field Type: Currency

Read Only?: Yes

System?: No

 

PO

Internal Name: PO

Description: Purchase order details.

Field Type: Text

Read Only?: No

System?: No

 

Portfolio

Internal Name: PlanType_EnterpriseProject

Description: Lookup field for associated portfolios.

Field Type: Lookup (single)

Read Only?: Yes

System?: Yes

 

Primary Contact

Internal Name: PrimaryContact

Description: Name of the primary contact.

Field Type: Text

Read Only?: No

System?: No

 

Prioritization Score

Internal Name: PrioritizationScore

Description: Calculated score for prioritization based on strategic alignment, cost reduction, employee retention, and risk reduction.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: ((([Plan.StrategicAlignment]*0.25)+([Plan.LowerCost]*0.25))+([Plan.ImproveEmployeeRetention]*0.25))+([Plan.RiskReduction]*0.25)

 

Priority

Internal Name: Priority

Description: Priority level of the plan.

Field Type: Choice (single)

Read Only?: No

System?: Yes

Choice Values:

• (1) High
• (2) Medium
• (3) Low

 

Product

Internal Name: Product

Description: Product associated with the plan.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Dynamics 365
• Office 365
• Azure

 

Product Line

Internal Name: PlanType_ProductLine

Field Type: Lookup (single)

Read Only?: Yes

System?: Yes

 

Product Type

Internal Name: ProductType

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Hardware
• Hybrid
• Platform
• Service
• Software
• Subscription

 

Program

Internal Name: PlanType_Program

Description: Lookup field for associated program.

Field Type: Lookup (single)

Read Only?: Yes

System?: Yes

 

Program Budget

Internal Name: ProgramBudget

Description: Total budget for the program.

Field Type: Currency

Read Only?: No

System?: No

 

Realization Window

Internal Name: RealizationWindow

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Short-term (0–6m)
• Medium-term (6–18m)
• Long-term (18+m)

 

Region

Internal Name: Region

Description: NA: North America
SA: South America
EU:  Europe
APAC: Asia-Pacific
EMEA → Europe, Middle East, and Africa
LATAM: Latin America
MEA: Middle East & Africa

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• NA
• SA
• EU
• APAC
• EMEA
• LATAM
• MEA

 

Regulatory Dependencies

Internal Name: RegulatoryDependencies

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Approved
• Non-Compliant
• None
• Pending

Release Date

Internal Name: ReleaseDate

Field Type: Date

Read Only?: No

System?: No

 

Remaining Budget

Internal Name: RemainingBudget

Description: Remaining budget after actuals are deducted.

Field Type: Currency

Read Only?: Yes

System?: No

Calculation: [Plan.Budget]-[Plan.Actuals]

 

Remaining Budget Allocation

Internal Name: RemainingBudgetAllocation

Description: Remaining budget allocation after program budget is deducted.

Field Type: Currency

Read Only?: Yes

System?: No

Calculation: [Plan.ProgramBudget]-[Plan.Budget]

 

Remaining Effort

Internal Name: RemainingEffort

Description: Remaining effort after actual hours are deducted.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: [Plan.CommittedEffort]-[Plan.TimesheetHours]

 

Remaining Points

Internal Name: RemainingPoints

Description: Remaining points after backlog points are deducted.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: [Plan.EpicPoints]-[Plan.BacklogPoints]

 

Remaining Revenue

Internal Name: RemainingRevenue

Field Type: Currency

Read Only?: Yes

System?: No

Rollup Work Type: Task

• Rollup Filter: Condition: AND leaf = True

 

Remaining Revenue Trend

Internal Name: RemainingRevenueTrend

Field Type: Number

Read Only?: Yes

System?: No

 

Replacement Plan

Internal Name: ReplacementPlan

Description: Notes about roadmap or upcoming replacement

Field Type: Rich Text

Read Only?: No

System?: No

 

Requested By

Internal Name: RequestedBy

Description: User who requested the plan.

Field Type: Person

Read Only?: No

System?: No

 

Requirement Source

Internal Name: RequirementSource

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• User Story
• Use Case
• Business Rule
• Interview
• Workshop
• External Regulation

 

Requirement Type

Internal Name: RequirementType

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Functional
• Non-Functional
• UI/UX
• Security
• Performance
• Regulatory

 

Revenue Actual

Internal Name: RevenueActual

Field Type: Currency

Read Only?: No

System?: No

 

Revenue Estimate

Internal Name: RevenueEstimate

Field Type: Currency

Read Only?: No

System?: No

 

Revenue Potential

Internal Name: RevenuePotential

Field Type: Currency

Read Only?: No

System?: No

 

Risk

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 (single)

Read Only?: No

System?: No

Choice Values:

• 0
• 1
• 2
• 3
• 5
• 8
• 13
• 21
• 34

 

Risk Appetite Alignment

Internal Name: RiskAppetiteAlignment

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Within Appetite
• Exceeds Appetite

 

Risk Level

Internal Name: RiskLevel

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• (1) High
• (2) Medium
• (3) Low

 

Risk Rating

Internal Name: RiskRating

Field Type: Choice (single)

Read Only?: Yes

System?: No

Calculation: Low = Impact Score <=5  |  Moderate = Impact Score >5 and <11  |  High = Impact Score >10 and <16  |  Critical = Impact Score >15 and <26

Choice Values:

• Low
• Moderate
• High
• Critical

 

Risk Reduction

Internal Name: RiskReduction

Description: Assessment of how the plan reduces risks.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Extreme
• Strong
• Moderate
• Low
• None
• Not Rated

 

Risk Response

Internal Name: RiskResponse

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Avoid
• Mitigate
• Transfer
• Accept

 

Risk Status

Internal Name: RiskStatus

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Open
• Active
• Closed
• Monitoring
• Escalated

 

Risk Status Trend

Internal Name: RiskStatusTrend

Field Type: Text

Read Only?: No

System?: No

 

ROI

Internal Name: ROI

Description: Calculated return on investment percentage.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: ([Plan.Benefits]-[Plan.Budget])/[Plan.Budget]*100

 

Schedule Health

Internal Name: ScheduleHealth

Description: Health status of the schedule.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• (1) On Track
• (2) At Risk
• (3) Off Track

 

Schedule Health Status

Internal Name: ScheduleHealthStatus

Description: Detailed status of schedule health.

Field Type: Rich Text

Read Only?: No

System?: No

 

Scheduled Effort

Internal Name: ScheduledEffort

Description: Total scheduled effort in hours.

Field Type: Number

Read Only?: No

System?: No

 

Scope Health

Internal Name: ScopeHealth

Description: Health status of the scope.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• (1) On Track
• (2) At Risk
• (3) Off Track

 

Scope Health Status

Internal Name: ScopeHealthStatus

Description: Detailed status of scope health.

Field Type: Rich Text

Read Only?: No

System?: No

 

Security Risk

Internal Name: SecurityRisk

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• High
• Medium
• Low

 

Service Line

Internal Name: ServiceLine

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Consulting
• Data & Analytics
• IT Services
• Managed Services
• PMO Services

 

SLA/Availability Requirement

Internal Name: SLAAvailabilityRequirement

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• 99.99%
• 99.9%
• 99%
• <99%

 

Source

Internal Name: Source

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Internal Stakeholder
• Market Research
• Customer Feedback

• Compliance Requirement

   

SOW Provided

Internal Name: SOWProvided

Description: Indicates whether a statement of work (SOW) is provided.

Field Type: Boolean (y/n)

Read Only?: No

System?: No

 

Start

Internal Name: StartDate

Field Type: Text

Read Only?: No

System?: Yes

 

State

Internal Name: State

Description: Current state of the plan.

Field Type: Choice (single)

Read Only?: No

System?: Yes

Choice Values:

• Proposed
• Active
• Closed
• On Hold

 

State Trend

Internal Name: StateTrend

Description: Trend analysis of the state of the plan.

Field Type: Text

Read Only?: Yes

System?: No

 

Status

Internal Name: Status

Description: Current status of the plan.

Field Type: Choice (single)

Read Only?: No

System?: Yes

Choice Values:

• (1) On Track
• (2) At Risk
• (3) Off Track

 

Status Trend

Internal Name: StatusTrend

Description: Trend analysis of the status of the plan.

Field Type: Text

Read Only?: Yes

System?: No

 

Strategic Alignment

Internal Name: StrategicAlignment

Description: Select how aligned your strategy is with your long-term purpose.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Extreme
• Strong
• Moderate
• Low
• None
• Not Rated

 

Strategic Fit

Internal Name: StrategicFit

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• High
• Medium
• Low

 

Strengths

Internal Name: Strengths

Description: Detailed descriptions of strengths.

Field Type: Rich Text

Read Only?: No

System?: No

 

Sub-Category

Internal Name: SubCategory

Field Type: Choice (single)

Filter Choice Field: Category

Read Only?: No

System?: No

Choice Values:

• Market Shift
• Competitive Pressure
• M&A
• Regulatory Change
• Process Failure
• Human Error
• Supply Chain
• Facility Risk
• Budget Overrun
• Fraud
• Cost Variance
• Revenue Drop
• Privacy
• Audit
• Legal
• Policy Violation
• Cybersecurity
• System Outage
• Data Integrity
• Obsolescence
• Staffing Shortage
• Skill Gap
• Contractor Gap
• Equipment Limited
• Delay Risk
• Milestone Slippage
• Dependency Risk
• Long Lead Items

These fields need to be mapped correctly for the cascading lookup to function properly.

Category          Map to Sub-Category Choices

Strategic:          Market Shift, Competitive Pressure, M&A, Regulatory Change

Operational:     Process Failure, Human Error, Supply Chain, Facility Risk

Financial:          Budget Overrun, Fraud, Cost Variance, Revenue Drop

Compliance:     Privacy, Audit, Legal, Policy Violation

Technical:          Cybersecurity, System Outage, Data Integrity, Obsolescence

Resource:          Staffing Shortage, Skill Gap, Contractor Gap, Equipment Limited

Schedule:          Delay Risk, Milestone Slippage, Dependency Risk, Long Lead Items      

 

Submission Date

Internal Name: SubmissionDate

Field Type: Date

Read Only?: No

System?: No

 

SWAG

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 (single)

Read Only?: No

System?: No

Choice Values:

• 0
• 1
• 2
• 3
• 5
• 8
• 13
• 21
• 34

 

Target Margin

Internal Name: TargetMargin

Description: Target margin percentage.

Field Type: Number

Read Only?: No

System?: No

 

Target Number

Internal Name: TargetNumber

Description: Target number or value.

Field Type: Number

Read Only?: No

System?: No

 

Target Number Trend

Internal Name: TargetNumberTrend

Field Type: Number

Read Only?: Yes

System?: No

 

Target Release

Internal Name: TargetRelease

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Q1 2026
• Q2 2026
• Q3 2026
• Q4 2026

 

Technical Fit

Internal Name: TechnicalFit

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Modern
• Moderate
• Legacy

 

Threats

Internal Name: Threats

Description: Detailed descriptions of potential threats.

Field Type: Rich Text

Read Only?: No

System?: No

 

Time Criticality

Internal Name: TimeCriticality

Description: Assessment of the time criticality of the plan.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• 0
• 1
• 2
• 3
• 5
• 8
• 13
• 21
• 34

 

Timesheet Charge

Internal Name: TimesheetChargeLevel

Description: Level at which timesheet charges are applied.

Field Type: Choice (single)

Read Only?: No

System?: Yes

Choice Values:

• Project Level
• Task Level

 

Timesheet Type

Internal Name: TimesheetType

Description: Type of timesheet used.

Field Type: Choice (single)

Read Only?: No

System?: Yes

Choice Values:

• Assigned To Only
• Open To Team
• Open To Everyone

 

Trigger

Internal Name: Trigger

Field Type: Rich Text

Read Only?: No

System?: No

 

Type

Internal Name: ProjectType

Description: Categorize plans based on their type using a predefined list, enhancing organization and reporting.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Process Improvement
• Strategic
• Compliance
• Organizational Change
• IT
• Business Transformation
• Innovation
• Other

FIELD NAME CHANGE: This field was formerly called Category.

 

Unit of Measure

Internal Name: Metric

Description: Type of metric used.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• No Metric
• #
• %
• $
• Hours
• Score

FIELD NAME CHANGE: This field was formerly called Metric.

 

Unit of Measure Trend

Internal Name: MetricTrend

Description: Trend analysis of the selected metric.

Field Type: Text

Read Only?: Yes

System?: No

FIELD NAME CHANGE: This field was formerly called Metric Trend. 

 

Upcoming Tasks for Next 2 Weeks

Internal Name: UpcomingTasksforNext2Weeks

Description: Tasks planned for the next two weeks.

Field Type: Rich Text

Read Only?: No

System?: No

 

Urgency

Internal Name: Urgency

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Critical (Immediate)
• Short Term (<6 months)
• Long Term (>6 months)

 

User Count

Internal Name: UserCount

Field Type: Number

Read Only?: No

System?: No

 

Value Area

Internal Name: ValueArea

Description: Area of value the plan contributes to.

Field Type: Choice (single)

Read Only?: No

System?: No

Choice Values:

• Business
• Architectural

 

Value Proposition

Internal Name: ValueProposition

Description: Detailed description of the value proposition.

Field Type: Rich Text

Read Only?: No

System?: No

 

Value Statement

Internal Name: ValueStatement

Description: Detailed value statement.

Field Type: Rich Text

Read Only?: No

System?: No

 

Vision

Internal Name: Vision

Description: Vision statement for the plan.

Field Type: Rich Text

Read Only?: No

System?: No

 

Weaknesses

Internal Name: Weaknesses

Description: Detailed descriptions of weaknesses.

Field Type: Rich Text

Read Only?: No

System?: No

 

Website

Internal Name: Website

Description: Hyperlink to the website.

Field Type: URL

Read Only?: No

System?: No

 

WSJF

Internal Name: WSJF

Description: Weighted Shortest Job First (WSJF) score.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: (([Plan.BusinessValue]+[Plan.Risk])+[Plan.TimeCriticality])/[Plan.SWAG]

 

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

Internal Name: PercentDone

Description: Indicates the completion percentage of a task based on its status.

Field Type: Number

Read Only?: No

System?: Yes

Calculation:

0% - Status = Not Started;

0% - State= Not Proposed;

50% - Status = In Progress;

50% - State = Active;

50% - Complete = False AND % Done = 100%;

100% - Status = Completed;

100% - State = Closed;

100% - Complete = True

 

Actual Cost

Internal Name: TotalActualCost

Description: Represents the Labor Cost plus the Fixed Cost on a project.

Field Type: Currency

Read Only?: Yes

System?: No

Calculation: [ActualCost] + [FixedCost]

 

Actual Labor Cost

Internal Name: ActualCost

Description: Timesheet hours * Cost for a resource.

Field Type: Currency

Read Only?: Yes

System?: Yes

 

Actual Labor Revenue

Internal Name: ActualRevenue

Description: Represents the actual revenue generated from labor.

Field Type: Currency

Read Only?: Yes

System?: Yes

 

Actual Margin

Internal Name: ActualMargin

Description: Indicates the actual margin percentage.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: ([ActualRevenue]-[ActualCost])/([ActualRevenue])*100

 

Actual Profit

Internal Name: ActualProfit

Description: Represents the actual profit earned.

Field Type: Currency

Read Only?: Yes

System?: No

Calculation: (([ActualRevenue]+[FixedCost])-([ActualCost]+[FixedCost]))

 

Actual Revenue

Internal Name: TotalActualRevenue

Description: Multiplies the Timesheet Hours by the Rate Field for each line item in your Work Plan.

Field Type: Currency

Read Only?: Yes

System?: No

 

Baseline % Done

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

System?: Yes

 

Baseline Due

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

System?: Yes

 

Baseline Effort

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

System?: Yes

 

Baseline Remaining Effort

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

System?: Yes

 

Baseline Start

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

System?: Yes

 

Budget Used

Internal Name: BudgetUsed

Description: Indicates the percentage of the budget that has been used.

Field Type: Number

Read Only?: No

System?: No

Calculation: (([ActualRevenue]+[FixedCost])/([AssignmentRevenue]+[FixedCost]))*100

 

Business Value

Internal Name: BusinessValue

Description: Classify the business value of a task.

Field Type: Choice

Read Only?: No

System?: No

Choice Values:

• Architectural
• Business

 

Category

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

System?: No

Choice Values:

• Stakeholder
• Scope
• Schedule
• Resource
• Technical
• Budget
• Other

 

Charge Type

Internal Name: ChargeType

Description: Classify the type of charge associated with a task.

Field Type: Choice

Read Only?: No

System?: No

Choice Values:

• Chargeable
• Not Chargeable
• Complimentary

 

Chargeable Hours

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

System?: No

 

Complete

Internal Name: Complete

Description: Indicates whether a task is complete.

Field Type: Yes/No

Read Only?: No

System?: Yes

Calculation:

TRUE - Status = Completed;

TRUE – State = Closed;

TRUE - % Done = 100;

FALSE – Status not equal to Completed;

FALSE – State = Proposed;

FALSE – State = Active;

FALSE = % Done not equal to 100

 

Contingency

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: Rich Text

Read Only?: No

System?: No

 

Cost Impact

Internal Name: CostImpact

Description: Represents the financial impact of a task.

Field Type: Currency

Read Only?: No

System?: No

 

Critical

Internal Name: critical

Description: Indicates whether a task is on the critical path.

Field Type: Yes/No

Read Only?: Yes

System?: Yes

 

Deadline Date

Internal Name: Deadline

Description: Represents the deadline date for a task.

Field Type: Date

Read Only?: No

System?: No

 

DeadlineCalc

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

Read Only?: Yes

System?: No

Calculation: DATEDIFF([Deadline],[EndDate])

 

Decision Date

Internal Name: DecisionDate

Description: Represents the date a decision is made.

Field Type: Date

Read Only?: No

System?: No

 

Decision Impact

Internal Name: DecisionImpact

Description: Provides details on the impact of a decision.

Field Type: Rich Text

Read Only?: No

System?: No

 

Decision Owner(s)

Internal Name: DecisionMakers

Description: Lists the individuals responsible for making decisions.

Field Type: Rich Text

Read Only?: No

System?: No

 

Description

Internal Name: Description

Description: Provides a detailed description of a task.

Field Type: Rich Text

Read Only?: No

System?: No

 

Due

Internal Name: EndDate

Description: Represents the due date for a task.

Field Type: Date

Read Only?: No

System?: Yes

 

Effort

Internal Name: Effort

Description: Represents the total effort required for a task.

Field Type: Number

Read Only?: No

System?: Yes

 

Estimated Cost

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) and adds any Fixed Cost items.

Field Type: Currency

Read Only?: Yes

System?: Yes

Calculation: [AssignmentCost]+[FixedCost]

 

Estimated Profit

Internal Name: EstimatedProfit

Description: Represents the estimated profit for a task.

Field Type: Currency

Read Only?: Yes

System?: No

Calculation: [AssignmentRevenue]-[AssignmentCost]

 

Estimated Revenue

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) and adds any Fixed Budget items.

Field Type: Currency

Read Only?: Yes

System?: Yes

Calculation: [AssignmentRevenue]+[FixedBudget]

 

Expense Type

Internal Name: Financial_a0671c7b03f4cf89bda76ba3612c14cb

Description: Categorizes the expense as either Capital Expenditure (CapEx) or Operational Expenditure (OpEx).

Field Type: Choice

Read Only?: No

System?: Yes

Choice Values:

• OpEx
• CapEx

 

Exposure

Internal Name: Exposure

Description: Calculates the probability times the impact to give an exposure score.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: [Probability]*[Impact]

 

Fixed Budget

Internal Name: FixedBudget

Description: Represents the fixed revenue associated with a task.

Field Type: Currency

Read Only?: No

System?: No

 

Fixed Cost

Internal Name: FixedCost

Description: Allows tracking of fixed costs on a project.

Field Type: Currency

Read Only?: No

System?: No

 

Health Status

Internal Name: TaskStatus

Description: Indicates the current health status of a task.

Field Type: Choice

Read Only?: No

System?: No

Choice Values:

• (1) On Track
• (2) At Risk
• (3) Off Track

 

Impact

Internal Name: Impact

Description: Indicates the impact level of a task.

Field Type: Choice

Read Only?: No

System?: No

Choice Values:

• (1) Critical = 10
• (2) High = 8
• (3) Medium = 5
• (4) Low = 1

 

Item Type

Internal Name: ItemType

Description: Classifies the type of work item.

Field Type: Choice

Read Only?: No

System?: No

Choice Values:

• Feature
• User Story
• Task
• Bug
• Issue
• Impediment
• Product Backlog Item
• Requirement
• Change Request
• Risk
• Review

 

Labor Cost

Internal Name: LaborCost

Description: Represents the labor cost associated with a task.

Field Type: Currency

Read Only?: Yes

System?: No

Calculation: [AssignmentCost]

 

Labor Revenue

Internal Name: LaborRevenue

Description: Represents the labor revenue associated with a task.

Field Type: Currency

Read Only?: Yes

System?: No

Calculation: [AssignmentRevenue]

 

Margin

Internal Name: Margin

Description: Indicates the margin percentage for a task.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: ([AssignmentRevenue]-[AssignmentCost])/([AssignmentRevenue])*100

 

Margin Variance

Internal Name: MarginVariance

Description: Indicates the difference between the estimated margin and the actual margin.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: [Margin]-[ActualMargin]

 

Mitigation

Internal Name: Mitigation

Description: Provides details on the actions taken to mitigate risks.

Field Type: Rich Text

Read Only?: No

System?: No

 

MSP WBS

Internal Name: MSPWBS

Description: Represents the Work Breakdown Structure (WBS) code from Microsoft Project.

Field Type: Text

Read Only?: Yes

System?: No

 

Name

Internal Name: Name

Description: Specifies the name of the task or item.

Field Type: Text

Read Only?: No

System?: Yes

 

Non-Labor Cost

Internal Name: NonLaborCost

Field Type: Currency

Read Only?: No

System?: No

 

Owner

Internal Name: Owner

Field Type: User

Read Only?: No

System?: Yes

 

Points

Internal Name: Points

Description: Represents the points assigned to a task, often used in agile methodologies.

Field Type: Number

Read Only?: No

System?: No

 

Priority

Internal Name: Priority

Description: Classifies the priority level of a task.

Field Type: Choice

Read Only?: No

System?: No

Choice Values:

• (1) Critical
• (2) High
• (3) Normal
• (4) Low

 

Probability

Internal Name: Probability

Description: Indicates the likelihood of a risk occurring.

Field Type: Number (percent)

Read Only?: No

System?: No

 

Profit Variance

Internal Name: ProfitVariance

Description: Indicates the difference between the estimated profit and the actual profit.

Field Type: Currency

Read Only?: Yes

System?: No

Calculation: [EstimatedProfit]-[ActualProfit]

 

Rate

Internal Name: Rate

Description: Represents the rate associated with a task or resource.

Field Type: Currency

Read Only?: No

System?: No

 

Remaining Chargeable Effort

Internal Name: RemainingChargeableEffort

Description: Indicates the remaining chargeable effort for a task.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: [ChargeableHours]-[TimesheetHours]

 

Remaining Cost

Internal Name: RemainingCost

Description: Represents the remaining cost to be incurred for a task.

Field Type: Currency

Read Only?: Yes

System?: No

Calculation: (([AssignmentCost]+[FixedCost])-([ActualCost]+[FixedCost]))

 

Remaining Effort

Internal Name: RemainingEffort

Description: Indicates the remaining effort required to complete a task.

Field Type: Number

Read Only?: Yes

System?: No

Calculation: [Effort]-[TimesheetHours]

 

Remaining Labor Cost

Internal Name: RemainingLaborCost

Field Type: Currency

Read Only?: No

System?: No

 

Remaining Revenue

Internal Name: RemainingRevenue

Description: Represents the remaining revenue to be earned from a task.

Field Type: Currency

Read Only?: Yes

System?: No

Calculation: [EstimatedRevenue]-[TotalActualRevenue]

 

Resolution

Internal Name: Resolution

Description: Provides details on the resolution of an issue or task.

Field Type: Rich Text

Read Only?: No

System?: No

 

Risk Level

Internal Name: Risk

Description: Classifies the risk level of a task.

Field Type: Choice

Read Only?: No

System?: No

Choice Values:

• 1 - High
• 2 - Medium
• 3 - Low

 

Risk Stage

Internal Name: RiskStage

Description: Indicates the current stage of a risk.

Field Type: Choice

Read Only?: No

System?: No

Choice Values:

• Identify
• Mitigating
• Monitoring
• Closed

 

Start

Internal Name: StartDate

Description: Represents the start date of a task.

Field Type: Date

Read Only?: No

System?: Yes

 

State

Internal Name: State

Description: Classifies the state of a task.

Field Type: Choice

Read Only?: No

System?: Yes

Choice Values:

• Proposed
• Active
• Closed

Calculation:

Proposed - Status = Not Started;

Proposed – Complete = False;

Proposed - % Done = 0;

Active - Status = In Progress;

Active - % Done < 100;

Closed - Status = Completed;

Closed - % Done = 100;

Closed – Complete = True

 

Status

Internal Name: Status

Description: Indicates the current status of a task.

Field Type: Choice

Read Only?: No

System?: Yes

Choice Values:

• Not Started
• In Progress
• Completed
• Deferred
• Waiting for someone else

Calculation:

Not Started - % Done = 0;

Not Started – State = Proposed;

In Progress - % Done= 0;

In Progress – State = Active;

In Progress - Complete = False AND % Done = 100;

Completed - Complete = True;

Completed - % Done = 100;

Completed – State = Closed

 

Status Notes

Internal Name: StatusNotes

Description: Provides additional notes on the status of a task.

Field Type: Text

Read Only?: No

System?: No

 

Timesheet Hours

Internal Name: TimesheetHours

Description: Represents the number of hours recorded in timesheets for the task.

Field Type: Number

Read Only?: Yes

System?: Yes

 

Topic Area

Internal Name: TopicArea

Description: Provides details on the topic area related to a task.

Field Type: Rich Text

Read Only?: No

System?: No

 

Total Cost

Internal Name: TotalCost

Field Type: Currency

Read Only?: No

System?: No

 

Work Item Id

Internal Name: WorkItemIdentifier

Description: Displays the Work Item Id generated by the system.

Field Type: Text

Read Only?: Yes

System?: Yes