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