--- title: Project and Portfolio Module Business Object Reference slug: neurons-for-itsm/admin-user-help/enu/latest/project-and-portfolio-module-business-object-reference createdAt: 2026-07-14T19:16:31.618Z --- The following sections describe the default **Project and Portfolio Module** business object. - [Project Business Object Field Descriptions](docId\:O3IVD4RgokM4BLD7vR6qY) - [Project Business Object Relationship Definitions](docId\:O3IVD4RgokM4BLD7vR6qY) - [Project Business Object Layout](docId\:O3IVD4RgokM4BLD7vR6qY) - [Project Phase Business Object Field Definitions](docId\:O3IVD4RgokM4BLD7vR6qY) - [Project Phase Business Object Relationship Definitions](docId\:O3IVD4RgokM4BLD7vR6qY) - [Project Phase Business Object Layout](docId\:O3IVD4RgokM4BLD7vR6qY) - [Portfolio Business Object Layout](docId\:O3IVD4RgokM4BLD7vR6qY) - [Portfolio Business Object Quick Actions](docId\:O3IVD4RgokM4BLD7vR6qY) - [Project Risk Business Object Field Definitions](docId\:O3IVD4RgokM4BLD7vR6qY) - [Project Risk Business Object Relationship Definitions](docId\:O3IVD4RgokM4BLD7vR6qY) - [Project Issue Business Object Field Definitions](docId\:O3IVD4RgokM4BLD7vR6qY) - [Project Issue Business Object Relationship Definitions](docId\:O3IVD4RgokM4BLD7vR6qY) ### 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 |