Project and Portfolio Module Business Object Reference
The following sections describe the default Project and Portfolio Module business object.
Project Business Object Field Descriptions
Field Name | Type | Size | Comments |
|---|---|---|---|
ProjectNumber | Number | 8,0 | Required, apply Project ID counter |
ProjectName | Text | 100 | Required |
Priority | Text | 35 | |
Status | Text | 35 | Validated value: {initial, active, on hold, closed, reopened} |
ProjectOwnerLink | Link | | Link field to employee, required |
ProjectSponsorLink | Link | | Link field to employee |
PortfolioLink | Link | | Link field to pPortfolio |
Background | Text | | Memo field |
Deliverable | Text | | Memo field |
Scope | Text | | Memo field |
SuccessCriteria | Text | | Memo field |
Objective | Text | | Memo field |
ProjectStartDate | DateTime | | Date only |
ProjectEndDate | DateTime | | Date only |
ProjectBudgetAllocated | Currency | (15,2) | |
ProjectBudgetConsumed | Currency | (15,2) | Track consumed budget so far |
Progress Bar on Budget | | | Display budget consumed vs budget allocated comparison in graph |
Actual Duration | Number | 10 | |
DeliverableStatus | Text | 35 | Validate value: {on track [default value], at risk, off track} display color code in grid accordingly from green, yellow, to red |
ScopeStatus | Text | 35 | Validate value: {on track [default value], at risk, off track} display color code in grid accordingly from green, yellow, to red |
ScheduleStatus | Text | 35 | Validate value: {on track [default value], at risk, off track} display color code in grid accordingly from green, yellow, to red |
BudgetStatus | Text | 35 | Validate value: {on track [default value], at risk, off track} display color code in grid accordingly from green, yellow, to red |
ProjectCompletionPercent | Number | (3,2) | Project Manager manually input the value used to display in grid in project completion progress bar |
ProjectHealth | Text | 35 | Validate value: {on track [default value], at risk, off track} display color code in grid accordingly from green, yellow, to red |
Project Business Object Relationship Definitions
Relationship Name | Cardinality | To Business Object | Through Fields |
|---|---|---|---|
AuditHistoryRelationship | one to many | Audit_Project | RecID=(other)AuditHistoryUpdateRecID |
IncidentAssocProject | zero or many | Incident | RecID=(other)ProjectLink_RecID |
ProblemAssocProject | zero or many | Problem | RecID=(other)ProjectLink_RecID |
ServiceReqAssocProject | zero or many | ServiceReq | RecID=(other)ProjectLink_RecID |
ChangeAssocProject | zero or many | Change | RecID=(other)ProjectLink_RecID |
ServiceAssocProject | many to many | Service | Link Table |
ProjectAssocProjectTeamMemeber | many to many | Frs_CompositeContract_Contact | Link Table |
PortfolioAssocProject | many to one | Portfolio | PortfolioLink_RecID=(other)RecID |
ProjectAssocProjectOwner | many to one | Frs_CompositeContract_Contact | ProjectOwnerLink_RecID=(other)RecId |
ProjectAssocProjectSponsor | many to one | Frs_CompositeContract_Contact | ProjectSpnsorLink_RecID=(other)RecID |
ProjectAssocProjectBudget | exactly one | Frs_ITFM_SubBudgetPlan | RecID=(other)ProjectLink_RecID |
ProjectAssocProjectPhase | zero or many | ProjectPhase | RecID=(other)ParentLink_RecID |
ProjectAssocProjectMilestone | zero or many | ProjectMilestone | RecID=(other)ParentLink_RecID |
ProjectAssocProjectIssue | zero or many | IssueRegister | RecID=(other)ParentLink_RecID |
ProjectAssocCalendarItem | zero or many | CalendarItem(TBD) | RecID=(other)ParentLink_RecID |
ProjectAssocCostItem | zero or many | Frs_ITFM_Transaction | RecID=(other)ParentLink_RecID |
ProjectAssocTask | zero or many | Task | RecID=(other)ParentLink_RecID |
ProjectContainsJournal | zero or many | Journal | RecID=(other)ParentLink_RecID |
ProjectContainsAttachment | zero or many | Attachment | RecID=(other)ParentLink_RecID |
Project Business Object Layout
Layout | Context | Roles |
|---|---|---|
Project Layout | Create, change, or view a Project. | Administrator, Portfolio Manager, Project Manager |
Project Phase Business Object Field Definitions
Name | Type | Size | Notes |
|---|---|---|---|
Phase | Text | 300 | Required |
Status | Text | 35 | Validated value: {initial, active, on hold, closed, reopened} |
Description | Text | | Memo field |
PlannedStartDate | DateTime | | Date only |
PlannedEndDate | DateTime | | Date only. Apply validation rule: EndDate>StartDate |
ActualEndDate | DateTime | | Date only |
Cost | Currency | (15,2) | Used to track cost for project phases and underlying tasks |
Project Phase Business Object Relationship Definitions
Relationship Name | Cardinality | To Business Object | Through Fields |
|---|---|---|---|
AuditHistoryRelationship | 1:0..N | Audit_ProjectMilestone | RecID=(other)AuditHistoryUpdateRecID |
ProjectAssocProjectPhase | 0..N:0..1 | Project | ParentLink_RecID=(other)RecID |
ProjectPhaseAssocProjectMilestone | 0..1:0..N | ProjectMilestone | RecID=(other)ParentLink_RecID |
ProjectPhaseAssocCostItem | 0..1:0..N | Frs_ITFM_Transaction | RecID=(other)ParentLink_RecID |
ProjectPhaseAssocTask | 0..1:0..N | Task | RecID=(other)ParentLink_RecID |
ProjectPhaseAssocCalendarItem | 0..1:0..N | CalendarItem(TBD) | RecID=(other)ParentLink_RecID |
ProjectPhaseContainsJournal | 0..1:0..N | Journal | RecID=(other)ParentLink_RecID |
ProjectPhaseContainsAttachment | 0..1:0:N | Attachment | RecID=(other)ParentLink_RecID |
Project Phase Business Object Layout
Tab | Relationship |
|---|---|
Milestone | ProjectPhaseAssocProjectMilestone |
Cost Item | ProjectPhaseAssocCostItem |
Task | ProjectPhaseAssocTask |
Journal | ProjectPhaseContainsJournal |
Audit History | AuditHistoryRelationship |
Attachment | ProjectPhaseContainsAttachment |
Portfolio Business Object Layout
Layout | Context | Roles |
|---|---|---|
Portfolio Layout | Create, change, or view a portfolio. | Administrator, Portfolio Manager |
Portfolio Business Object Quick Actions
Name | Invocation | Description |
|---|---|---|
Add Project | Manual | Creates a new project |
Project Risk Business Object Field Definitions
Name | Type | Size | Notes |
|---|---|---|---|
RiskNumber | Text | 35 | Apply risk number counter |
RiskType | Text | 35 | Validated value: {resource, budget, schedule, scope, other}, required |
SeverityLevel | Text | 35 | Validated value: {low, medium, high}, required |
Description | Text | | Memo field, required |
Status | Text | 35 | Validated values: {open, closed} |
RiskOwner | Link | | Link field to employee. Required and visible if risk flag set to true |
ContingencyPlan | Text | | Memo field, required |
EsclatedFlag | Boolean | | |
EscalatedContactLink | Link | | Link field to employee. Visible if escalated flag set to true |
Send Escalation | Button | | Used to send out escalation. Visible if EscalatedContactLink is populated |
Project Risk Business Object Relationship Definitions
Relationship Name | Cardinality | To Business Object | Through Fields |
|---|---|---|---|
ProjectRiskAssocRiskOwner | 0..N:0..1 | Frs_CompositeContract_Contact | RiskOwnerLink_RecID=(other)RecID |
ProjectRiskAssocEscalatedContact | 0..N:0..1 | Frs_CompositeContract_Contact | EscalatedContactLink_RecID=(other)RecID |
ProjectIssueAssocProjectRisk | 0..1:0:N | ProjectIssue | RecID=(other)RiskLink_RecID |
ProjectRiskContainsAttachment | 0..1:0:N | Attachment | RecID=(other)ParentLink_RecID |
Project Issue Business Object Field Definitions
Name | Type | Size | Notes |
|---|---|---|---|
IssueNumber | Text | 35 | Apply issue number counter |
IssueTitle | Text | 100 | Title |
Severity | Text | 35 | Validated value: {low, medium, high}, required |
Description | Text | | Memo field, required |
IssueOwner | Link | | Link field to employee |
RiskLink | Link | | Link field to project link |
Status | Text | 35 | Validated values: {open, resolved, closed, deferred, canceled} |
ClosedDate | DateTime | | Date only, auto-populates current date when status changes to closed |
ResolutionNote | Text | | Memo field detailing the resolution and actions taken. |
Project Issue Business Object Relationship Definitions
Relationship Name | Cardinality | To Business Object | Through Fields |
|---|---|---|---|
ProjectAssocProjectIssue | 0..N:0..1 | Project | ParentLink_RecID=(other)RecID |
ProjectIssueAssocProjectRisk | 0..N:0..1 | ProjectRisk | RiskLink_RecID=(other)RecID |
ProjectIssueContainsAttachment | 0..1:0:N | Attachment | RecID=(other)ParentLink_RecID |