Alphabetical Index of fields

  • Updated

This reference includes all fields defined within the core system processes in addition to solution templates: Adaptive and PSA. The Plan, Task and Resource level fields available to you depend on the solution template you chose when you created your OnePlan Group. Core system fields are the standard, default fields that OnePlan requires to function properly. Solution template fields are fields that if deleted, could have an impact on the overall use case.

If you do not want to use a system or solution fields, it is recommended that they can be hidden on the Quick Edit Forms and views but do not delete them.

** Note: Not all fields are shown in the Quick Edit or Views.

Values in parenthesis indicate the following

  • System: Core system fields assigned to all work item types for all processes

  • ADT: Used by the Adaptive Template

  • PSA: Used by the Professional Services Automation Template

Plan Level Fields

Misc

L - M

  • # of Backlog Tasks (ADT)

  • # of Completed Tasks (PSA)

  • # of Features (ADT)

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

  • # of Late Tasks (ADT)

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

  • # of User Stories (ADT)

  • % Done (ADT) (PSA)

  • Lead (ADT)

  • Lower Cost (ADT)

  • Manager (ADT) (PSA)

  • Margin (PSA)

  • Margin Variance (PSA)

  • Market Cap (PSA)

  • Metric (ADT)

  • Mitigation Plan (PSA)

  • Needs Staffing (ADT) (PSA)

  • Num of Employees (PSA)

A

N - O

  • Accomplishments (ADT)

  • Account (System) (PSA)

  • Active Changes (ADT)

  • Account Executive (PSA)

  • Active Issues (ADT) (PSA)

  • Active Risks (ADT) (PSA)

  • Actual Cost (PSA)

  • Actual Fees (PSA)

  • Actual Hours (System) (ADT) (PSA)

  • Actuals (System) (ADT) (PSA)

  • Additional Comments (ADT) (PSA)

  • Address (PSA)

  • Approval Status (ADT)

  • Associated Objectives (ADT)

  • Associated Portfolio (ADT)

  • Associated Programs (ADT)

  • Associated Results (ADT)

  • Needs Staffing (ADT)

  • Objective (System)

  • Objective (ADT)

  • Overall Health (ADT) (PSA)

  • Overall Health Status (PSA)

  • Overdue Tasks (PSA)

B

P

  • Backlog Points (ADT) (PSA)

  • Benefits (ADT)

  • Billing Method (PSA)

  • Budget (ADT) (PSA)

  • Budget Used (PSA)

  • Budget Variance (ADT) (PSA)

  • Business Case (ADT)

  • Business Unit (ADT)

  • Business Value (ADT)

  • Parent Account (PSA)

  • Period Ending (System) (ADT) (PSA)

  • Planned Activities (ADT) (PSA)

  • Portfolio (System)

  • PowerApp ID (ADT)

  • Prioritization Score (ADT)

  • Priority (System) (ADT) (PSA)

  • Probility (PSA)

  • Product (ADT)

  • Process Step (System) (ADT) (PSA)

  • Profit % Margin (PSA)

  • Program (System) (ADT)

  • Program Budget (ADT)

C

Q - R

  • Category (ADT) (PSA)

  • Committed Effort (ADT)

  • Committed Start Date (PSA)

  • Compliance (System) (ADT) (PSA)

  • Contract Amount (PSA)

  • Contract Variance (PSA)

  • Cost of Delay (ADT)

  • Currency (PSA)

  • Current Metric (ADT)

  • Current Number (ADT)

  • Customer Manager (PSA)

  • Customer Sponsor (PSA)

  • Remaining Budget (ADT) (PSA)

  • Remaining Budget Allocation (ADT) (PSA)

  • Remaining Effort (ADT) (PSA)

  • Remaining Points (ADT)

  • Requested By (System) (ADT) (PSA)

  • Risk (ADT) (PSA)

  • Risk Reduction (ADT)

  • ROI (ADT)

D - E

S

  • Date of Delivery (PSA)

  • Default Task Type (System)

  • Delivery Manager Notes (PSA)

  • Description (ADT) (PSA)

  • Effort Health (ADT) (PSA)

  • Effort Variance (ADT) (PSA)

  • Epic Points (ADT)

  • Estimated Budget (PSA)

  • Estimated Cost (PSA)

  • Estimated End (System) (ADT) (PSA)

  • Estimated Start (System)(ADT) (PSA)

  • Executive Sponsor (ADT)

  • Schedule Health (ADT) (PSA)

  • Schedule Health Status (PSA)

  • Scheduled Effort (ADT) (PSA)

  • Stage (ADT)

  • State (System) (ADT) (PSA)

  • Status (ADT)

  • Strategic Alignment (ADT) (PSA)

  • Support Notes (PSA)

  • SWAG (ADT)

F - G

T

  • Financial Health (ADT) (PSA)

  • Forecast (ADT) (PSA)

  • Funding Available (ADT)

  • Funding Source (ADT)

  • Goals (ADT)

  • Governance Problems (System) (ADT) (PSA)

  • Governance Warnings (System) (ADT) (PSA)

  • Target Margin (PSA)

  • Target Number (ADT)

  • Tasks At Risks (ADT) (PSA)

  • Tasks In Progress (ADT) (PSA)

  • Tasks Off Track (ADT) (PSA)

  • Team Projects Areas (ADT)

  • Time Criticality (ADT)

  • Timesheet Charge (System)(ADT) (PSA)

  • Timesheet Type (System) (ADT) (PSA)

H - I - J - K

U - V - W

  • Improve Employee Retention (ADT)

  • Industry (PSA)

  • Invoiced (PSA)

  • Issue Health (ADT) (PSA)

  • Issue Health Status (PSA)

  • Jira Project Names (ADT)

  • Key Accomplishments This Reporting Period (PSA)

  • Upcoming Tasks for the Next 2 Weeks (PSA)

  • Value Area (ADT)

  • Value Statement (ADT)

  • Webiste (PSA)

  • WSJF (ADT)

Work Fields

Misc

L - M

  • % Done (System) (ADT)(PSA)

  • Margin (PSA)

  • Margin Variance (PSA)

  • Milestone (PSA)

  • Mitigation (ADT)

  • MSP WBS (ADT)

A

N - O

  • Actual Cost (System) (ADT) (PSA)

  • Actual Fees (System) (PSA)

  • Actual Finish (ADT) (PSA)

  • Actual Revenue (System) (ADT)

  • Actual Start (ADT) (PSA)

  • Actual Start (ADT) (PSA)

B

P

  • Baseline % Done (System) (ADT)

  • Baseline Due (System) (ADT) (PSA)

  • Baseline Duration (System) (ADT)

  • Baseline Effort (System) (ADT) (PSA)

  • Baseline Estimated Budget (System)(PSA)

  • Baseline Estimated Cost (System) (PSA)

  • Baseline Remaining Effort (System) (PSA)

  • Baseline Start (System) (ADT) (PSA)

  • Budget Used (PSA)

  • Business Value (ADT)

  • Points (ADT) (PSA)

  • Priority (ADT) (PSA)

  • Probability (ADT) (PSA)

  • Profit Variance (PSA)

C

Q - R

  • Category (ADT) (PSA)

  • Chargeable Hours (PSA)

  • Charge Type (ADT) (PSA)

  • Complete (System) (ADT) (PSA)

  • Contingency (ADT) (PSA)

  • Cost Impact (ADT) (PSA)

  • Rate (PSA)

  • Remaining Budget (PSA)

  • Remaining Cost (ADT) (PSA)

  • Remaining Effort (ADT) (PSA)

  • Remaining Revenue (ADT)

  • Resolution (ADT) (PSA)

  • Risk (ADT)

  • Risk Stage (ADT) (PSA)

D - E

S

  • Decision Date (ADT) (PSA)

  • Decision Impact (ADT) (PSA)

  • Decision Maker(s) (ADT) (PSA)

  • Description (ADT) (PSA)

  • Display (PSA)

  • Estimated Budget (System) (PSA)

  • Estimated Cost (System) (ADT)

  • Estimated Profit (System) (PSA)

  • Estimated Revenue (System)

  • Exposure (ADT)

  • Show in Reports (ADT) (PSA)

  • State (System) (ADT) (PSA)

  • Status (System) (ADT) (PSA)

  • Status Notes (ADT) (PSA)

F - G

T

  • Financials (PSA)

  • Team (ADT) (PSA)

  • Timesheet Hours (System) (ADT) (PSA)

  • Topic Area (ADT) (PSA)

H - I - J -K

W - Z

  • Health Status (ADT) (PSA)

  • Impact (ADT) (PSA)

  • Item Type (ADT) (PSA)

  • Iteration (ADT) (PSA)

Resource Fields

A - B - C

  • Available From (PSA)

  • Available To (PSA)

  • Business Unit (ADT) (PSA)

  • Compliance (System) (ADT) (PSA)

  • Cost (ADT) (PSA)

G - H - I - J - K - L

  • Governance Problems (System) (ADT) (PSA)

  • Governance Warnings (System) (ADT) (PSA)

  • Location (PSA)

M - R

  • Manager (ADT) (PSA)

  • Rate (ADT) (PSA)

  • Resource Type (PSA)

  • Role (ADT) (PSA)

S - T

  • Skills (PSA)

  • Timesheet Administrator (System) (ADT) (PSA)

  • Timesheet Manager (System) (ADT) (PSA)

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