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Project and Portfolio Module Business Object Reference

The following sections describe the default Project and Portfolio Module business object.

Project Business Object Field Descriptions

Project Business Object Relationship Definitions

Project Business Object Layout

Project Phase Business Object Field Definitions

Project Phase Business Object Relationship Definitions

Project Phase Business Object Layout

Portfolio Business Object Layout

Portfolio Business Object Quick Actions

Project Risk Business Object Field Definitions

Project Risk Business Object Relationship Definitions

Project Issue Business Object Field Definitions

Project Issue Business Object Relationship Definitions

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


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