Service Manager
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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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