Investments Universe

The BO Universe for investments allows you to create both Web Intelligence documents and Crystal Reports. You can use this universe to manage your investments, such as running reports on the following:
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The BO Universe for investments allows you to create both Web Intelligence documents and Crystal Reports. You can use this universe to manage your investments, such as running reports on the following:
  • availability of a project
  • allocated hours of a project
  • actual hours of a project
You can report data for a project by daily, weekly, or monthly periods.
When you create a custom class under projects, the custom class has all the capabilities of the project. Within the Investments universe, you can report on the custom classes as investments within this universe.
Investments Class
You can use the following attributes to query investments:
  • ID
    Displays the unique identifier.
  • Name
    Displays the name for the investment.
    Detail Object:
     Internal Project ID
  • Description
    Displays the description.
  • Start Date
    Displays the actual start day of an investment.
  • Finish Date
    Displays the actual finish day of an investment.
  • Baseline Start Date
    Displays the baseline start date of an investment.
  • Baseline Finish Date
    Displays the baseline finish date of an investment.
  • Manager
    Displays the name of the resource responsible for managing the project.
    Detail Object:
     Internal Project Manager ID
  • Charge Code
    Displays charge codes, which can represent any breakdown of work that is associated with an investment.
    Detail Object:
     Internal Charge Code ID
  • Goal
    Displays the goal for the investment that aligns it with the main corporate strategy. This metric is used in portfolio analysis when you use comparable goal criteria across all portfolio investments.
    Values:
     Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, and Maintain the Business
    Detail Object:
     Internal Goal Code
  • Status Comments
    Displays any comments about the status of an investment.
  • Status Indicator
    Indicates the project status.
    Stoplight values:
    • Green. The project is on track.
    • Yellow. A minor variance exists in the overall status of the projects.
    • Red. A significant variance exists in the overall status of the project.
    Detail Object:
     Internal Status Enum
  • Status
    Displays the status of the investment.
    Values: 
    Approved, Rejected, and Unapproved
    Detail Object:
     Internal Task Status Enum
  • Progress
    Displays the completion progress of an investment. 
    Values:
     Completed, Not Started, and Started
    Detail Object:
     Internal Progress Enum
  • Entity
    Displays the entity that belongs to an investment. 
    Detail Object:
     Internal Entity ID
  • Track Mode
    Displays the tracking method that is used to enter time for this investment, including the following:
    • Clarity. Staff members enter time against their assigned tasks using time sheets.
    • None. Nonlabor resources such as expenses, materials, and equipment track actuals through transaction vouchers. Or, through a desktop scheduler such as Open Workbench and Microsoft Project.
    • Other. Indicates that actuals are imported from a third-party program.
    Detail Object:
     Internal Track Mode Enum
  • Active (Yes/No)
    Displays if the investment is active.
  • Open for TE (Yes/No)
    Displays if the investment is open for time entry.
  • Is Template (Yes/No)
    Displays if the investment is derived from a template.
  • Risk
    Displays if an investment is at risk.
    Detail Objects: 
    Risk - Flexibility, Risk - Funding, Risk - Human interface, Risk - Implementation, Risk - Interdependency, Risk - Objectives, Risk - Organizational Culture, Risk - Resource Availability, Risk - Sponsorship, Risk - Supportability, and Risk - Technical
  • Created Date
    Displays the creation date of the investment.
  • Created By
    Displays the name of resource that created the investment.
    Detail Object: 
    Created By Internal ID
  • Last Updated Date
    Displays the date when this item was last updated and saved.
  • Last Updated By
    Displays the name of the resource who last updated and saved the item.
    Detail Object: 
    Last Updated By Internal ID
 
Investments Class: Team Staff
Use the following attributes to query team staff:
  • Resource Name
    Displays the full name of the resource. 
    Detail Object:
     Internal Assigned Resource ID
  • Role
  • Displays the role of the resource on the investment. 
    Detail Object:
     Internal Project Role ID
  • Is Role (Yes/No)
    Indicates if the project is derived from a role.
  • Booking Status
    Displays the resource booking status for the investment. 
    Display Values:
     Hard, Soft, and Mixed
    Detail Object:
     Internal Booking Status Enum
  • Request Status
    Displays if at least one change request is logged against the investment. 
    Detail Object:
     Internal Request Status Enum
  • Open for TE (Yes/No)
    Displays if the investment is open for time entry.
  • Requirement Name
    Displays the name of the requirement.
  • Resume Keywords
    Displays any resume keywords that were attached to the profiles of the resource.
  • Capitalization%
    Displays the capitalization percentage value for team members.
  • Unfilled Requirement (Yes/No)
    Indicates whether this investment included any unfilled requirements.
  • Allocation Start Date
    Displays the allocated start date for the investment.
  • Allocation Finish Date
    Displays the allocated finish date for the investment.
  • Hard Allocation Start Date
    Displays the investment allocated hard start date.
  • Hard Allocation Finish Date
    Displays the investment allocated hard finish date.
  • Allocation Baseline Start Date
    Displays the investment baseline allocated start date.
  • Allocation Baseline Finish Date
    Displays the investment baseline allocated finish date.
WBS Class
You can use the following attributes to query work breakdown structure (WBS):
  • Task ID
    Displays the unique identifier that is associated with this task.
  • Task Name
    Displays the name of the task.
    Detail Object:
     Internal Task ID
  • WBS Phase Name
    Displays the work breakdown structure (WBS) phase name of a task.
    Detail Objects:
     Internal Phase ID, Phase ID, Phase Status, Phase Sequence Number, Is Key Phase (Yes/No), Phase Start Date, Phase Finish Date, Phase Duration, Phase Baseline Start Date, Phase Baseline Finish Date, Phase Baseline Duration, and Phase Percent Complete
  • WBS Activity Name
    Displays the work breakdown structure (WBS) activity name of a task.
    Detail Objects:
     Internal Activity ID, Activity ID, Activity Status, Activity Sequence Number, Is Key Activity (Yes/No), Activity Start Date, Activity Finish Date, Activity Duration, Activity Baseline Start Date, Activity Baseline Finish Date, Activity Baseline Duration, and Activity Percent Complete
  • Status
    Displays the status of the task.
    Values:
     Approved, Rejected, and Unapproved
    Detail Object:
     Internal Task Status Enum
  • WBS Level
    Displays the level of the work breakdown structure (WBS).
  • WBS Record Type
    Displays the work breakdown structure (WBS) record type.
  • WBS Sequence Number
    Displays the sequence number of the work breakdown structure (WBS).
  • Is Key (Yes/No)
    Indicates this project as a key project.
  • Start Date
    Displays the actual start day of an investment.
  • Finish Date
    Displays the actual finish day of an investment.
  • Duration Days
    Displays the duration days of the project.
  • Baseline Start Date
    Displays the baseline start date of an investment.
  • Baseline Finish Date
    Displays the baseline finish date of an investment.
  • Baseline Duration Days
    Displays the baseline duration days of the investment.
  • Percent Complete
    Displays the completion percentage of the investment or project.
  • Charge Code
    Displays charge codes, which can represent any breakdown of work that is associated with an investment.
    Detail Object:
     Internal Charge Code ID
  • Cost Type
    Displays the cost type (capital cost or operating cost) for the task in the WBS.
  • Category
    Displays the classification of the investment.
Assignments Class
You can use the following attributes to query assignments:
  • Resource Name
  • Displays the full name of the resource.
  • Detail Object:
     Internal Assigned Resource ID
  • Resource ID
    Displays the identification of the resource.
  • Start Date
    Displays the actual start day of an investment.
  • Finish Date
    Displays the actual finish day of an investment.
  • Baseline Start Date
    Displays the baseline start date of an investment.
  • Baseline Finish Date
    Displays the baseline finish date of an investment.
Issues Class
You can use the following attributes to query issues:
  • Description
    Defines a description for the issue.
  • Issue Assigned To
    Displays the resource that was assigned this issue.
    Detail Object:
     Internal Issue Assigned To ID
  • Category
    Displays the category to which the issue is assigned.
    Display Values:
     Flexibility, Funding, Human Interface, Implementation, Interdependencies, Objectives, Organizational Culture, Resource Availability, Sponsorship, Success Risk, Supportability, and Technical
    Detail Object: 
    Internal Issue Category Code
  • Issue Priority
    Displays the priority of an issue.
    Values:
     Low, Medium, and High
    Detail Object:
     Internal Issue Priority Code
  • Issue Status
    Displays the status of an issue.
    Values:
     Open, Work in Progress, Closed, and Resolved
    Detail Object:
     Internal Issue Status Code
  • Issue Target Resolution Date
    Displays the date that this issue was targeted to be resolved.
  • Issue Resolution
    Displays the resolution of the issue.
  • Issue Resolved Date
    Displays the date that the issue was resolved.
  • Issue Resolved By
    Displays the identification of the resource that resolved the issue.
    Detail Object:
     Internal Issue Resolved By ID
  • Date Created
    Displays the creation date of an issue.
  • Updated By
    Displays the name of the resource who last updated and saved the issue.
    Detail Object:
     Internal Issue Last Updated By ID
  • Date Last Updated 
    Displays the date when the issue was last updated and saved.
Risks Class
You can use the following attributes to query risks:
  • Risk ID
    Displays the unique identifier that is assigned to the risk for tracking. 
  • Risk Name
    Displays the name of the risk. 
    Detail Object:
     Internal Risk ID
  • Risk Description
    Displays a description of the risk.
  • Risk Symptoms
    Displays the symptoms identifying the risk.
  • Risk Assigned To
    Displays the resource that was assigned this risk.
    Detail Object:
     Internal Risk Assigned To ID
  • Risk Category
    Displays the category to which the risk belongs.
    Values:
     Flexibility, Funding, Human Interface, Implementation, Interdependencies, Objectives, Organizational Culture, Resource, Availability, Supportability, and Technical
    Detail Object:
     Internal Risk Category Code
  • Risk Impact
    Displays the effect of the particular risk on the project, which is determined by performance, supportability, cost, and schedule. The impact helps to calculate the risk exposure. 
    Values:
     Low, Medium, and High
    Detail Object:
     Internal Risk Impact Enum
  • Risk Impact Date
    Displays the date when the repercussions from the risk impacted the project.
  • Impact Description
    Displays a description of the result the risk had on the project.
  • Assumptions
    Displays the assumptions that determined the risk.
  • Priority
    Displays the priority of a risk.
    Values:
     Low, Medium, and High
    Detail Object:
     Internal Risk Priority Code
  • Risk Status
    Displays the status of a risk.
    Values:
     Open, Work in Progress, Resolved, and Closed
    Detail Object:
     Internal Risk Status Code
  • Risk Probability
    Displays the probability that the risk occurs. The risk probability is used to calculate the risk exposure.
    Display Values:
     Low, Medium, and High
    Detail Object:
     Internal Risk Probability Enum
  • Risk Response Type
    Displays the desired response type for the risk.
    Values:
     Watch, Accept, Transfer, and Mitigate
    Detail Object:
     Internal Risk Response Type Code
  • Target Resolution Date
    Displays the target date of resolving the risk.
  • Risk Resolution
    Displays the resolution of the risk.
  • Risk Resolved Date
    Displays the date that the risk was resolved.
  • Risk Resolved By
    Displays the identification of the resource that resolved the risk.
    Detail Object:
     Internal Risk Resolved By ID
  • Date Created
    Displays the date of creating the risk.
  • Risk Last Updated By
    Displays the name of the resource who last updated and saved this risk.
    Detail Object:
     Internal Risk Last Updated By ID
  • Date Last Updated
    Displays the date when the risk was last updated and saved.
Change Requests Class
Use the following attributes to query change requests:
  • CR ID
    Displays the identification of the change request. 
  • CR Name
    Displays the name of the change request. 
    Detail Object:
     Internal Change Requests ID
  • CR Description
    Displays a description of the change request.
  • CR Owner
    Displays the owner of the change request. 
    Detail Object:
     Internal CR Owner ID
  • CR Category
    Displays the category to which this change request was assigned.
    Values:
     Flexibility, Funding, Human Interface, Implementation, Interdependencies, Objectives, Organizational Culture, Resource Availability, Sponsorship, Supportability, and Technical
    Detail Object:
     Internal CR Category Code
  • CR Priority
    Displays the priority of the change request.
    Values:
     Low, Medium, and High
    Detail Object:
     Internal CR Priority Code
  • CR Status
    Displays the status of the change request.
    Values:
     Open, Work in Progress, Resolved, and Closed
    Detail Object:
     Internal CR Status Code
  • CR Benefits
    Displays the benefits of the change request.
  • CR Impact on Baseline
    Displays the effect of the particular change request on the project baseline.
  • CR Impact on Other Projects
    Displays the effect of the change request on other projects.
  • CR Assessor
    Displays the assessor of the change request.
    Detail Object:
     Internal CR Assessor ID
  • CR Date Assessed
    Displays the actual date of assessing the change request.
  • CR Approved By
    Displays the resource that approved the change request.
    Detail Object:
     Internal CR Approved By ID
  • CR Approved Date
    Displays the date of approving the change request.
  • CR Expected Close Date
    Displays the expected close date of the change request.
  • CR Next Review Date
    Displays the next review date of the change request.
  • CR Closed Date
    Displays the actual close date of the change request.
  • CR Created Date
    Displays the date of creating the change request.
  • CR Last Updated By
    Displays the name of the resource last updating and saving the change request.
    Detail Object:
     Internal CR Last Updated By ID
  • CR Last Updated Date
    Displays the date when the change request was last updated and saved.
  • CR Change in Cost (Currency)
    Displays the changes in the change request cost.
  • CR Change in Schedule (Days)
    Displays the changes in the change request schedule.
  • CR Change in Resources (Count)
    Displays the changes in the resources of the change request.
Financial Information Class
You can use the following attributes to query financial information:
  • Total Cost of Capital
    Displays the annual finance rate that is used to calculate the total cost of capital of an investment.
  • Currency Code
  • Displays the defined currency code.
  • Calculate NPV Data (Yes/No)
    Indicates if the Net-Present Value (NPV) date followed the investment date.
  • Planned Benefit Start
    Displays the date when the planned benefits of the investment started.
  • Planned Benefit Finish
    Displays the date when the planned benefits of the investment completed.
  • Planned Benefit
    Displays the planned benefits of the investment.
  • Planned Cost Start
    Displays the planned cost start date of an investment.
  • Planned Cost Finish
    Displays the planned cost finish date of an investment.
  • Planned Cost 
    Displays the planned cost of an investment.
  • Planned IRR
    Displays the planned internal rate of return for the investment.
  • Planned MIRR
    Displays the planned modified internal rate of return (MIRR) for the investment.
  • Planned ROI
    Displays the planned ROI (Return on Investment) of this investment.
  • Planned NPV
    Displays the planned NPV (Net Present Value) of the investment.
  • Planned Breakeven
    Displays the date and amount to indicate the period and value at which the project becomes profitable.
  • Planned Payback Period
    Displays the date of the investment planned payback period.
  • Budget Cost Start
    Displays the budgeted cost start date of an investment.
  • Budget Cost Finish
    Displays the budgeted cost finish date of an investment.
  • Budget Cost
    Displays the budgeted cost of an investment.
  • Budget Revenue Start
    Displays the budgeted revenue start date of an investment.
  • Budget Revenue Finish
    Displays the budgeted revenue finish date of an investment.
  • Budget Revenue
    Displays the budgeted revenue of an investment.
  • Budget IRR
    Displays the budgeted internal rate of return for the investment.
  • Budget MIRR
    Displays the budgeted modified internal rate of return for this investment.
  • Budget ROI
    Displays the budgeted ROI (Return on Investment) of this investment.
  • Budget NPV
    Displays the budgeted NPV (Net Present Value) of this investment.
  • Budget Breakeven
    Displays the date when the investment budgeted cost equals the budgeted benefit.
  • Budget Payback Period
    Displays the date of the investment budgeted payback period.
  • Forecast Cost Start
    Displays the forecasted start date of an investment.
  • Forecast Cost Finish
    Displays the forecasted cost finish date of an investment.
  • Forecast Cost
    Displays the forecasted cost of an investment.
  • Forecast Revenue Start
    Displays the forecasted revenue start date of an investment.
  • Forecast Revenue Finish
    Displays the forecasted revenue finish date of an investment.
  • Forecast Revenue
    Displays the forecasted revenue of an investment.
  • Forecast IRR
    Displays the internal rate of return predicted for the investment.
  • Forecast MIRR
    Displays the forecasted modified internal rate of return for this investment.
  • Forecast ROI
    Displays the forecasted ROI (Return on Investment) of this investment.
  • Forecast NPV
    Displays the forecasted NPV (Net Present Value) of this investment.
  • Forecast Breakeven
    Displays the date when the investment forecasted cost will equal the forecasted benefit.
  • Forecast Payback Period
    Displays the date of the investment forecasted payback period.
Investments Universe: Dates Class
You can use the following attributes to query dates:
  • Daily Date
    Displays data on a daily basis.
  • Weekly Start Date
  • Displays data from a weekly start date.
  • Weekly End Date
    Displays data from a weekly end date.
  • Monthly Start Date
    Displays data from a weekly start date.
  • Monthly End Date
    Displays data from a monthly end date.
  • Quarterly Start Date
    Displays data from a quarterly start date.
  • Quarterly End Date
    Displays data from a quarterly end date.
  • Previous Week (Weekly Dates)
    Displays data from the previous week using weekly dates.
  • Previous Month (Daily Dates)
    Displays data from the previous month using daily dates.
  • Previous Month (Monthly Dates)
    Displays data from the previous month using monthly dates.
  • Previous Quarter (Monthly Dates)
    Displays data from the previous quarter using monthly dates.
  • Previous Quarter (Quarterly Dates)
    Displays data from the previous quarter using quarter dates.
  • Previous Year (Monthly Dates)
    Displays data from the previous year using monthly dates.
  • Current Week (Weekly Dates)
    Displays data from the current week using weekly dates.
  • Current Month (Daily Date)
    Displays data from the current month using daily dates.
  • Current Month (Monthly Dates)
    Displays data from the current month using monthly dates.
  • Current Quarter (Monthly Dates)
    Displays data from the current quarter using monthly dates.
  • Current Quarter (Quarterly Dates)
    Displays data from the current quarter using quarterly dates.
  • Current Year (Monthly Dates)
    Displays data from the current year using monthly dates.
  • Next Week (Weekly Dates)
    Displays data for next week using weekly dates.
  • Next Month (Daily Date)
    Displays data for next month using daily dates.
  • Next Month (Monthly Dates)
    Displays data for next month using monthly dates.
  • Next Quarter (Monthly Dates)
    Displays data for next quarter using monthly dates.
  • Next Quarter (Quarterly Dates)
    Displays data for next quarter using quarterly dates.
  • Next Year (Monthly Dates)
    Displays data for next year using monthly dates.
Investments Universe: Measures Class
Labor Class
You can use the following attributes when querying labor:
  • Labor Baseline FTEs
    Displays the total number of posted actuals for labor resources as measured in full-time equivalent (FTE).
  • Labor Actuals FTEs
  • Displays the total number of posted actuals for labor resources as measured in full-time equivalent (FTE).
  • Labor ETC FTEs
    Displays the total of estimated to complete (ETC) work for labor resources as measured in full-time equivalent (FTE).
  • Labor Allocation FTEs
    Displays the total planned allocation for labor resources as measured in full-time equivalent (FTE).
  • Labor Hard Allocation FTEs
    Displays the total hard allocation for labor resources as measured in full-time equivalent (FTE).
  • Labor Available FTEs
    Displays the total availability for labor resources as measured in full-time equivalent (FTE).
  • Labor Baseline FTE %
    Displays the current baseline value of total work for labor resources as measured in percent availability of a full-time equivalent (FTE).
  • Labor Actual FTE %
    Displays the total number of posted actuals for labor resources as measured in percent availability of a full-time equivalent (FTE).
  • Labor ETC FTE %
    Displays the total of estimated to complete (ETC) work for labor resources as measured in % Availability of a full-time equivalent (FTE).
  • Labor Allocation FTE %
    Displays the total planned allocation for labor resources as measured in percent availability of a full-time equivalent (FTE).
  • Labor Hard Allocation FTE %
    Displays the total hard allocation for labor resources as measured in percent availability of a full-time equivalent (FTE).
  • Labor Available FTE %
    Displays the total availability for labor resources as measured in percent availability of a full-time equivalent (FTE).
  • Labor Baseline Hours
    Displays the current baseline value of total work for labor resources as measured in hours.
  • Labor Actual Hours
    Displays the total number of posted actuals for labor resources as measured in hours.
  • Labor ETC Hours
    Displays the total of estimated to complete (ETC) work for labor resources as measured in Hours.
  • Labor Allocation Hours
    Displays the total planned allocation for labor resources as measured in hours.
  • Labor Hard Allocation Hours
    Displays the total hard allocation for labor resources as measured in hours.
  • Labor Available Hours
    Displays the total availability for labor resources as measured in hours.
  • Labor Baseline Cost
    Displays the current baseline cost (BAC) of total work for labor resources.
  • Labor Actual Cost
    Displays the cost of posted actuals for labor resources.
  • Labor ETC Cost
    Displays the total cost of estimated to complete (ETC) work for labor resources.
  • Labor Allocation Cost
    Displays the total cost of planned allocation for labor resources.
  • Labor Hard Allocation Cost
    Displays the total cost of hard allocation for labor resources.
 
Equipment Class
You can use the following attributes when querying equipment:
  • Equipment Baseline Hours
    Displays the current baseline value of total work for equipment resources as measured in Hours.
  • Equipment Actual Hours
  • Displays the total number of posted actuals for equipment resources as measured in Hours.
  • Equipment ETC Hours
    Displays the total of estimated to complete (ETC) work for equipment resources as measured in Hours.
  • Equipment Allocation Hours
    Displays the total planned allocation for equipment resources as measured in Hours.
  • Equipment Hard Allocation Hours
    Displays the total hard allocation for equipment resources as measured in Hours.
  • Equipment Available Hours
    Displays the total availability for equipment resources as measured in Hours.
  • Equipment Baseline Cost
    Displays the current baseline cost (BAC) of total work for equipment resources.
  • Equipment Actual Cost
    Displays the cost of posted actuals for equipment resources.
  • Equipment ETC Cost
    Displays the total cost of estimated to complete (ETC) work for equipment resources.
  • Equipment Allocation Cost
    Displays the total cost of estimated to complete (ETC) work for equipment resources.
  • Equipment Hard Allocation Cost
    Displays the total cost of hard allocation for equipment resources.
Material Class
Use the following attributes when querying material:
  • Material Baseline Cost
    Displays the current baseline cost (BAC) of total work for material resources.
  • Material Actual Cost
  • Displays the cost of posted actuals for material resources.
  • Material ETC Cost
    Displays the total cost of estimated to complete (ETC) work for material resources.
  • Material Allocation Cost
    Displays the total cost of planned allocation for material resources.
  • Material Hard Allocation Cost
    Displays the total cost of hard allocation for material resources.
Expenses Class
You can use the following attributes when querying expenses:
  • Expense Baseline Cost
    Displays the current baseline cost (BAC) of total expenses.
  • Expenses Actual Cost
  • Displays the cost of posted actuals for expenses.
  • Expenses ETC Cost
    Displays the total cost of estimated to complete (ETC) expenses.
  • Expenses Allocation Cost
    Displays the total cost of planned allocation for expenses.
  • Expenses Hard Allocation Cost
    Displays the total cost of hard allocation for expenses.
Forecast/Budget Class
The following are the attributes for querying forecast or budget:
  • Forecast Plan Units
    Displays the total number of units for the forecast plan.
  • Forecast Plan Cost
  • Displays the total cost of the forecast plan.
  • Budget Plan Units
    Displays the total number of units for the budget plan.
  • Budget Plan Cost
    Displays the total cost of the budget plan.
Investments Universe: OBS Class
You can use the following attributes when querying OBS:
  • OBS Path 
    Displays the OBS path.
  • Detail Object:
     Internal OBS Unit ID
  • OBS Type Name 
  • Displays the model for the OBS. For example, a geographical office location for a company, organizational chart, project types, and resource pool.
  • Level 1 through Level 10 Name 
    Displays the structure of the OBS hierarchy.
    Example:
     An OBS type based on organization chart could have "Company" as level 1, "Business Unit" as level 2, and "Department" as level 3.
  • Project OBS Filter
    Displays the filter that the OBS uses. The filter constrains the results based on the OBS.
Investments Universe: Report Labels Class
Use the following attributes to query report labels:
  • Label Code
    Displays the label code that is used for the report label.
  • Detail Object:
     Id
  • Language Code
  • Displays the language code that is used for the report label.
  • Translated String
    Displays the translated string that is used for the report label.
  • Description
    Displays a description of the report label.