Classic PPMglossary contains an alphabetical list of common abbreviations, terms, and definitions.
access rightdetermines the object instances that users can access and the actions they can take on them. Action examples include viewing, editing, and approving. You can assign access rights to the following objects:
- An individual resource
- A group
- Members of an OBS unit for an object instance. You can also assign rights for all instances in an OBS unit or all instances at a global level.
actualsrefers to the reported time spent, cost incurred, or revenue that is generated on an investment. In contrast, before teams can record actuals, their times, costs, and revenues are estimated, budgeted, planned, or forecast.
actuals through (
The last date through which actuals have been captured on the task for a resource. If you are using timesheets for posting actuals, then it is the last date of the latest timesheet reporting period. If you are using manual transactions for posting actuals, then it is the last or greatest date of the transaction posted into WIP and imported into the project.
adjustmentis a correction that you make for a timesheet or a manual financial transaction through the WIP adjustment process. You can adjust transactions that were inadvertently charged to the incorrect project. When a user selects an incorrect cost code for a transaction, you can apply an adjustment. Apply this type of corrective action before the billing cycle procedures begin. After it has been approved, an adjustment becomes available for billing.
Agent Proxy Server
HTTP WEB Server used with the SSO Agent.
Apache HTTP Server Proxy Module used to configure Apache as a proxy server.
as-of dateis a reference date that separates actual data from future data. This date is the key date for Earned Value Analysis (EVA).
attributeis information that is associated with an object. The attribute information for an object appears in fields on one or more pages.
autoschedulefeature is an Open Workbench capability that allows you to schedule a project automatically. Automatic scheduling is subject to dependency relationships, task priorities, and optional resource availability constraints. Autoscheduling with resource constraints is similar to Resource Leveling in Microsoft Project.
Availabilityis the total amount of time a resource is available for booking. Availability defines the number of hours that a resource is available or is expected to work in one business day.
Default:Eight (8) hours
Weekly Availability = (Availability) x (Number of business days per week in the assigned resource calendar)
For example, the Availability value for a resource is set to 8. The number of business days per week in the assigned resource calendar is set to 5. The weekly availability for the resource is 40 hours.
Weekly Availability = 8 x 5 = 40 hours per week
back loading pattern
Back loading patternis an assignment loading pattern. This pattern schedules a resource as late as possible in the process of completing a task.
base calendaris the calendar from which another calendar receives its default values.
baselineis a snapshot of a project. Baselines help you monitor changes to the total effort and costs. The term also applies to snapshots of data in roadmap scenarios introduced in 15.4.
blueprintis a configuration layout for displaying relevant data on projects created from different templates.
bookingoccurs when a manager assigns a resource to a project for a specified duration. The status values of all resource bookings are
mixed(a variation of soft). Bookings do not include metrics for roles.
- Hard-booked staff represent named resources with a hard booking status. The hard allocations are the same as the planned allocations.
- Soft-booked staff represent named resources with a soft or mixed booking status. Soft-booked staff have only planned allocations and no hard allocations. A team member is mixed-booked when the planned allocation and hard allocation are not equal. Mixed booking status is often the result of changes in the planned allocation for a resource.To use mixed bookings, enable the Allow Mixed Booking option in the Settings under Project Management in the Administration menu. The Allow Mixed Bookings option helps to manage the planned allocation and hard allocation separately.
remaining budgetfor a project.
Budget Remaining = Total Budget – Total Budget Spent
Budget Remaining Percent
The remaining budget for a project expressed as a percentage.
Budget Remaining Percent = 100 * (Remaining Cost ÷ Budgeted Cost)
If the budget cost total is zero or null, the value for budget remaining percent is zero. If the actual cost is greater than the budget cost total, the value for budget remaining percent is negative.
business dayis also named a workday. A non-working day is considered a holiday.
calendaris a set of dates that stores working and nonworking days. The application includes default calendars. You can create new calendars including custom resource calendars.
capacityfor a resource is the total amount of time that the resource is available to the organization. The total capacity for all resources is also known as aggregated availability. The capacity for an organizational unit is the total amount of collective time for all resources in that unit. Capacity also measures the number of resources that are available to accommodate the demand in an investment or portfolio.
You can define resource OBS hierarchies to model staffing needs and to represent reporting relationships, geographies, or business units. Resource OBS hierarchies filter capacity results in portlets. Capacity includes named resources that belong to an OBS or descendant OBS and does not include roles.
For example, a resource with a contract to work 40 hours each week, has 40 hours of capacity. A team of three similar resources has 120 hours of capacity for any given week. Typically, resource capacity does not include the resource manager. Total capacity for a manager or OBS unit includes the capacity of all directs and their staff in the hierarchy.
Remaining Capacityis the total amount of time that an organization has available to work on projects. Any remaining capacity has not already been booked or requested of that OBS unit. Remaining capacity is the difference between capacity and demand as follows:
Remaining Capacity = Capacity − Demand
For example, the total demand for three full-time resources in an organization for next week is 105 hours:
- 60 hours represent hard-booked staff
- 10 hours represent soft-booked staff
- 35 hours represent an unfulfilled role
The organization has 15 hours of available capacity for next week.
Remaining Capacity = (120 − 105) = 15
Capacity (roadmap item)
Capacityrefers to the planned roadmap item capacity in terms of headcount.
Remaining Capacity = Capacity − Actual
Capacity Planningis the practice of evaluating resources, demand, and performance to improve utilization for maximum productivity. Capacity planning includes the following processes:
- Establishing utilization targets for resources according to role or skill.
- Continuously analyzing project metrics to adjust utilization targets, resource assignments, and project goals to maximize productivity.
- Finalizing a release roadmap that maximizes resource utilization.
categoryhelps you organize items such as notes, ideas, reports, or jobs. For example, when writing a note, you can classify the note by a category. Categories are useful when filtering to find related values sharing the same category.
charge codeis used to classify planned or actual costs. Typical charge code values are capital and expense. These values indicate whether the costs are capitalized or expensed.
contour loading pattern
contour loading patternis an assignment loading pattern. A resource completes a task at a rate that varies with resource availability. For example, a developer is available three hours on Monday and four hours on Tuesday. The developer is assigned to the task for three hours on Monday and four hours on Tuesday. The autoscheduling process of the project scheduling tool can apply this loading pattern.
cost coderepresents the services, tasks, activities, or third-party expenses for a project.
critical pathis a set of important tasks in the project. The delay or expansion of a critical path lengthens the project or causes the project deadlines to slip. The critical path determines the earliest finish date of the project and does not take resource constraints into account.
critical path method
critical path method (CPM)is a project scheduling option that calculates project duration. The critical path of a project is the longest path or duration for the completion of a set of tasks. The project scheduling tool uses the critical path value to determine the tasks that drive the project deadlines and constraints.
data provideris the source of data for a portlet as defined in Studio. Data providers can be objects, queries, or system providers. If you use queries to provide data, use NSQL to define them. The data model supports most of the business objects you need. You can create constructs to meet unique business goals.
date rangeis a span of time between start and finish dates.
The number of days remaining until the project finish date. The value is calculated as Finish date - current date.
Days to Start
The number of days till the start of a project. Assuming that the Start date is later than the current date, the value is calculated as project Start date - current date.
defaultvalue is the value that is entered in a field by the system when you create a record. Typically, you can change this value. In some cases, you can reset the field to restore the default value.
deliverableis a measurable result or work product of a task. Examples include reports, documents, units of code, and prototypes.
Demandis the total amount of time that is requested and planned for resources or roles to complete tasks. Demand is based on the planned allocation values for team members who are allocated to an investment. Demand includes allocations for both named staff and requested roles from an organizational unit. Role allocations for investments address what is known as
Demand is made up of hard-booked time and soft-booked time. You can use the Team Staff OBS unit to qualify demand when filtering by OBS. If the Team Staff OBS is blank, demand calculations refer to the Resource OBS.
For example, John, Susan, and Bill are on a team.
- John has been hard-booked to project A for 20 hours next week, and soft-booked to project B for 10 hours next week. The total demand for John for next week is 30 hours.
- Susan has been hard-booked 40 hours next week only to project A. The total demand for Bill for next week is 40 hours.
- Bill has not been allocated to any project. The demand for Bill is 0 hours.
- A role has been designated and hard-booked to project A at 35 hours for next week. In the properties of the role for that project, the team is designated as the Staff OBS unit. The demand for the role on that team for next week is 35 hours.
The total demand for the resources on that team for the next week is 105 hours:
- 60 hours represent hard-booked staff
- 10 hours represent soft-booked staff
- 35 hours represent the unfulfilled role.
This example also illustrates that the organization has 15 hours of available or remaining capacity for next week. That available capacity can be used to address more demand.
dependency typeis a type of constraint that is placed on the start or finish date of the detail task or milestone. The product supports the following dependency types:
- + Finish-StartThe successor task cannot finish until its predecessor has started.
- + Finish-FinishThe successor task cannot finish until its predecessor is finished.
- + Start-StartThe successor task cannot start until its predecessor has started.
- + Start-FinishThe successor task cannot start until its predecessor is finished.
dimensionis a related data element in a query. For example, project-related data such as project ID, name, and start date is considered a single dimension. If a query contains project and resource data, it contains two dimensions.
durationis the length of time, in business days, that a task requires from conception to completion, including the start and finish dates.
edit modeapplies to the state in which user keystrokes, such as entering or deleting text, affect the contents of cells. Edit mode is different from navigation mode.
The remaining effort for a project calculated as Remaining Units/Budgeted Units.
Effort Remaining Percent
The remaining effort for a project expressed as a percentage. The value is calculated as follows:
100 * (EAC - Actual)/EAC
If the value for EAC is zero or null, the Effort Remaining Percent value is zero. If the value for Actual is greater than EAC, the Effort Remaining Percent value is negative.
entityis an organizational unit that has its own set of locations and departments. An entity is associated with only one Department OBS and Location OBS that establish its financial boundary. You can create financial plans and can establish costs for investments after you define an entity. An entity has a currency defined for financial planning and transaction processing purposes.
Equipmentrepresents a type of resource or role that is associated with physical assets. Examples include machinery, delivery trucks, printers, and computers.
Estimate-at-completion (EAC)is the expected total hours for a task, phase, or project based on the performance to date.
EAC = Actuals + ETC
Estimate-to-complete (ETC)is the estimated time that is required for a resource to complete a task assignment. ETC is used for project planning and revenue recognition. The ETC value reduces when you post actual hours.
expenseis a type of resource or role that represents a required cost for completing a project. Examples of expenses include permits, training, or travel to a customer site.
federated identity SSO
Federated identity single sign-on(SSO) is a user authentication architecture that trusts a single user authentication assertion or token across multiple IT systems, networks, or organizations.
financial attributeis a property that is used for grouping cost plan data, or to drive costs and revenues using the rate matrix. Examples of financial attributes include department, location, charge code, WIP class, resource, role, input type code, and transaction class.
financial organization structure (FOS)
financial organization structure (FOS)is the segment of the OBS that relates to project accounting. FOS creates the relationship between entities, locations, and departments.
financial planis a management tool that allows you to estimate the funding for your investments using cost plans. You can get approval for the funding using budget plans.
financial plan grouping attribute
grouping attributeis any one of several financial attributes that can be used to organize cost plan detail records.
financially-enabledindicates that a resource or role has financial properties. The activation of financial properties properties enable cost plans, transactions, and the application of costs and rates from the rate matrix.
finish dateis the current planned, budgeted, or actual date when a task or project ends.
fixed durationtask is constant. Resource assignments do not determine its length. A fixed duration task is also named a time-constrained task.
floatrepresents the time when the initiation or completion of a task can be delayed without adversely affecting the project finish date. The calculation for the float in a scheduled task is Late Start - Early Start and is expressed in days or hours.
Forecastis a future amount that is planned or budgeted. In financial plans or reports, the forecast amount is calculated as the Actual Cost to-date plus the Remaining planned or budgeted amount. Some portlets or reports allow you to specify a 'Forecast As Of Date' filter to view past or future forecast amounts.
front loading pattern
front loading patternis the rate at which a resource is used to complete a task. In this case, the resource is scheduled to work on the task as soon as possible.
full-time equivalent (FTE)
Full-time equivalent (FTE)is a method for normalizing data for full and part-time resources and is calculated based on the standard calendar. For example, the capacity of a part-time resource is counted as 0.5 FTE.
The following formula is used to calculate allocation value in FTE:
(available hours for a resource to work on an investment based on the resource calendar)/(available hours for a resource based on the standard base calendar).
Example: Resource A is 50 percent allocated to a project. A is working 20 days for November 2017 with 7 hours/day availability based on the resource calendar. In the standard calendar, there are 20 working days and 8 hours/day availability for all resources. Using the formula, the allocation FTE for resource A is 0.44 approximately which is 70 hours (50% * 7 hours/day * 20 days) divided by 160 hours(8 hours/day* 20 days).
antt chartis a common scheduling tool graph with a timeline on the horizontal or x-axis. This chart displays the status of multiple tasks. The duration of each task appears as a horizontal bar in the Gantt chart. The ends of the bar correspond to the start and finish dates of the tasks.
groupis a collection of resources that require the same set of access rights. A group can also refer to a logical grouping of steps in a process.
guidelinerefers to any instructions that advise a resource and explain how to perform a project task. Guidelines include general statements about a policy.
holidayis a nonbusiness day when a resource is unavailable. You set days as business days or holidays in a calendar.
ideais the initial stage for creating new opportunities for investment.
incidentis an unscheduled event that is not part of the standard operation of a service. An incident can interrupt or reduce the quality of service.
indirect entryis a time entry on a timesheet that is not directly related to a project. Examples of indirect entries include taking vacation time or participating in a mandatory training class.
IdP Federation Server
Identity provider also known as Identity Assertion Provider. A security domain (Customer Side) for the IdP Server, where the user has an account and where authentication will occur.
instanceis a particular application service with its own data store. Most CA SaaS application services are available to customers in a production and non production environment. For example,
Classic PPMcan be configured for customers with separate production, development, and test instances.
investmentis a project, program, asset, or product that corporations fund to help achieve their business goals. A portfolio inventory is made up of investments.
Java Server Pages, programing script based on Java programming language.
key taskindicates an important task in the work breakdown structure (WBS).
Laborrepresents a type of resource or role that is associated with human capital. Labor includes people with different titles, experience, and skills who work on projects.
lagrepresents the amount of time between two dependent tasks. For example, you want Task B to start three days after Task A ends. Make the relationship Finish-Start and enter 3 as the lag. Alternatively, you can enter a negative number to indicate a negative lag. If you want Task B to start two days before Task A ends, enter -2 as the lag. You can also specify a lag or a negative lag as a percentage of the task duration.
late finish date
late finish dateis the latest date when a task can be completed without adversely affecting the critical path of a project.
LDAP is an abbreviation for Lightweight Directory Access Protocol. LDAP is a directory server for global resource attributes, certificates, and passwords.
level of analysis
level of analysiscontrols the level of consolidation of project data in a view before applying filter and sort criteria.
loading patternis the utilization model that arranges resources to complete project tasks. The product supports the following loading patterns:
lookupis a data relationship often visible to users as a drop-down list or a browse list that filters portlet data. A lookup uses a key value in one table to show related information from a second table.
For example, you have a list of investments. Each record in the investments table includes a sponsor ID that indicates who owns the investment. When presenting a list of investments, you want to display the sponsor by name and not ID. The sponsor name is in the sponsors table. You are presenting data from the investments table. You create a lookup. The lookup takes the sponsor ID value in the investment record and returns the sponsor name.
master projectis the top-level or parent project of one or more child subprojects in a hierarchy.
Materialrepresents a type of resource or role that is associated with inventory or parts. Examples include training guides, fabrics, chemicals, or fuel.
menuis a navigational element of the user interface that provides links to other product pages.
message areais the portion of a page in a software application that shows messages to a user. Examples include descriptions for selected objects, commands, available keys, and error messages
metricis a measurable value in a data set, such as booked hours, capacity, or number of tasks.
metric (roadmap item)
A numeric or monetary value represented by an icon or badge for a roadmap item in the timeline layout. Use any attribute on the Roadmap Item object with the following data types to display as a metric: number, number shown as percent, money, calculated with result data type of number, and formula.
milestoneis a reference point for measuring the progress of a project. A milestone is a task that has no duration; its start date and finish date are the same.
moduleis any component in the product that can be accessed using the main menu.
A software architecture principle where a single instance of a computing resource serves multiple client organizations (the tenants) providing a separate environment for each. How cloud multi-tenancy is enabled depends on the service model. In the case of IaaS, multi-tenancy of the infrastructure is enabled by the virtualization of the infrastructure resources. For PaaS, multi-tenancy of a platform is enabled by the platform software providing separate environments for its user organizations. In this sense, a multi-user operating system can be regarded as multi-tenant by definition. For SaaS, multi-tenancy of a software application depends on the application being designed to partition its configuration and data for the client organizations. Most applications today are still designed for a single tenant, and cannot be changed to multi-tenant operation without significant architectural modifications.
Navigation modeis a state in which keystrokes affect table cells, columns, and rows rather than their contents. For example, you select multiple cells in navigation mode. You edit the value for a cell in edit mode.
net present value (NPV)
Net present valueis a measure of the current value of an investment given its future revenues and costs.
Non-project investment object. Certain functionality for projects is different for other types of investments. NPIOs include applications, assets, products, services, and other work. To the extent they can be funded, NPIOs can also include programs, ideas, and custom subobjects of other NPIOs.
NSQLis an extension of the SQL language. As a Studio developer, use NSQL to define and execute queries in the
objectdefines the fields (attributes), links, and page layout that make up the product pages. Resources, projects, documents, companies, and ideas are all examples of objects.
object actionis an action for an object that you can perform by clicking a link in a menu.
Classic PPMprovides system object actions such as New Project, Create Baseline, and Add Subproject. You can create custom object actions and place them in a menu.
bject instanceis a unique item of an object. For example, the Wireless Network project is an instance of the
projectobject, and Inga Swenson is an instance of the
organizational breakdown structure (OBS)
OBSis a hierarchical structure that controls security, drives reporting, and organizes resources and other objects. The OBS often represents the organizational structure of an enterprise.
OBS levelrepresents the depth of the OBS hierarchy.
OBS unitis the basic building block in an OBS hierarchy.
Open Data Protocol (OData)
OData is an ISO/IEC/OASIS standard for building and consuming RESTful APIs. OData helps you focus on business logic while building RESTful APIs without worrying about the various approaches to define request and response headers, status codes, HTTP methods, URL conventions, media types, payload formats, or query options. OData also provides guidance for tracking changes, defining functions/actions for reusable procedures, and sending asynchronous/batch requests. The OData metadata, a machine-readable description of the data model of the APIs, enables the creation of powerful generic client proxies and tools.
Overallocationoccurs when a resource is booked or allocated more project hours than the hours the resource is available to work.
partitionis a local configuration of
Classic PPMthat can have its own forms, attributes, processes, branding, and security rules. Partitions are often used in a hierarchical structure or
partition modelto control how objects are managed and appear. Partitions enable enterprise deployment of standards, processes, and policies. These standards and policies can apply at the local, regional, business, or industry levels.
percent of completion
Percent of completionis a method of revenue recognition. Revenue on certain types of projects, primarily long-term and retainer contracts is calculated on a percent of completion basis.
personal calendaris a calendar for specific a user. The calendar is a consolidation of the project events of all the users and any additional personal events.
phaseis the top-level default value for Project-Phase-Activity-Task. Levels can be changed and added as required to match WBS conventions.
An attribute that allows you to group roadmap items in a roadmap (for example, by color or by status). A global picklist provides grouping options that are available to all roadmaps. A local picklist provides grouping options available to a specific roadmap.
portfoliois an inventory of investments that determines where to invest funds or when to delay or cancel investments. Scorecards and scenarios are used to evaluate the financial health of investments in portfolios and their alignment to corporate goals.
portletis a snapshot into the product data and is a window pane of information. A portlet can be a chart, table, or a web page snippet.
portlet pageis an application page with content comprised of portlets or views. A portlet page can be configured to have a one or more tabs.
Postingis the process of committing actual time data (actuals) on approved timesheets from a specified time period.
power filteris advanced filtering based on the user-define criteria.
predecessoris a task that precedes another (successor) task. A predecessor is related to a successor by a dependency type link.
primary roleis the role that a resource performs most often. Primary roles are used in project planning.
processis a series of steps that are used to automate a workflow. Each step in a process performs a single action that is intended to move the process to completion. Processes can route actions items and notifications to users when it is their turn to complete a request.
program(initiative) is a top-level project that is the parent project to child projects. Unlike a master project, a program shows actuals and effort for all of the projects it contains.
projectis a set of related tasks that is designed to achieve a specific objective. A project is composed of tasks, staff who complete the tasks, financials, collaboration, document sharing, and so forth.
project calendaris a calendar for members of a project group. A project calendar is accessible to all project members to create and collaborate on events.
Project links include links to external systems, sites, or locations that the team members use as they work on the project.
Project managementis a body of knowledge dealing with the planning and the control of projects. A set of principles, techniques, and tools are used to manage projects.
project plancontains basic information about projects, such as start and finish dates. Third-party scheduler products (for example, Microsoft Project and Open Workbench) can be used to create tasks and assignments in a project plan.
queryis a set of conditions to retrieve specific information from a database.
rate matrixis a user-configurable engine that uses financial attributes to return the planned and actual costs and rates for a given period.
remaining allocationis the effort remaining on the project shown in the effort unit of measure such as Hours or FTE
Remaining Allocation = Allocation - Actuals
The remaining cost is the amount of budgeted funds available to cover the remaining expenses for the project.
Remaining Cost = Budget Cost Total − Actual Cost
Remaining workis the future work for a resource on an investment. This term is also known as estimate-to-complete (ETC).
resourceis a person or an object, such as equipment, that is used to fill a project role or perform a work task. Resources and roles are categorized into labor and non-labor types. Non-labor resources and roles include equipment, material, and expense. Labor resources have a primary role and belong to one or more OBS units or an optional resource pool. Labor resources and roles can have financial properties. Resource profiles include the following properties:
- resource name
- contact information
- employment type
- available hours per day
allocationis the time period during which a resource is staffed or booked to a project.
resource allocation amount
Allocation amountis the total number of working days between and including the project start and finish dates multiplied by the number of hours the resource is available to work each day.
Resource allocation amount = (Availability) x (resource workdays in the investment time period)
The number of working days for an individual resource is based on the resource calendar. All days that a resource is available during an investment time period are counted, including the start and finish dates.
Clarityrepresents allocation amount in hours or FTE.
Classic PPMrepresents allocation amount in hours, days, or FTE.
resource calendaris a calendar that defines the availability of a resource, including non-working days, holidays, weekends, and resource shifts. A resource calendar drives resource allocation and availability for resource staffing.
Resource Managementis the practice of assigning the appropriate resources to projects and tasks. Resource Management includes the following processes:
- Resource and role administration
- Resource planning and allocations
- Resource and role assignments
- Capacity planning
requisitionis a formal request for one or more resources.
resource task assignment
When a resource is assigned to a task, the task becomes an
assignment. A task can contain multiple assignments.
Resource usageis a term with variable definitions ranging from general project management concepts to specific instances in the context of assignments, teams, tasks, and projects. In simple terms, resource usage is the amount of one or more resources that were used or that will be used. All of the following examples are valid expressions of resource usage:
- Hours an employee worked.
- Number of employees that worked. For example, 20 assignments from a resource pool of 100 indicates low usage.
- Portion of a fleet of cars that are driven.
- Amount spent on resources relative to a planned or budgeted amount.
- Specific named resource allocations relative to unstaffed role allocations.
- Resource utilization and demand relative to capacity. (For example, due to high demand or poor planning, our resource usage for project A is 98% and still trending up.)
Other common examples:
- Assignment, task, team, and project usage values appear in the PRJ_BLB_SLICEREQUESTS table.
- The Percent Expended field displays the percentage of resource usage expended on a project.
- The Baseline field displays a usage value that combines to-date actuals plus remaining ETC to get Total Effort.
return on investment (ROI)
Return on investment (ROI)is the profit or loss that results from an investment transaction.
Apache HTTP Server configured as a reverse proxy server.
riskis a measurement of an investment’s likelihood of meeting expectations. For example, finishing on time, within the budget, and with the expected quality level.
A plan or guide listing roadmap items and data that can be accomplished within a certain time frame. A single roadmap can be viewed in the Timeline, Board or Grid views.
A roadmap copy that is created when a user selects Save As, creates a unique name, and makes changes to its roadmap items in the context of a 'what if scenario'.
roadmap item actual
actualrefers to the actual roadmap item capacity in terms of headcount.
roadmap item target
targetis a number or monetary value that you can set for your roadmap (for example, Capital Expense, Operating Expense, or Revenue) to plan your roadmap items. You can then monitor the impact on these targets as you add, move, and remove items from your roadmap. You can also set goals as part of your targets. The idea is to stay under the target and go over the goal.
roledescribes the work function or job responsibilities of a resource.
A staffing request for one or more resources to perform an investment-specific role. It is also a request to staff an investment with a named resource or a predefined team as part of staffing (resource management) activities.
SAMLis an abbreviation for Security Assertion Markup Language. SAML is an open standard XML data format for exchanging authentication data between different networks.
scheduleis a timetable for performing tasks, utilizing resources, or allocating facilities.
schedule variance (SV)
schedule variance (SV)is a measure of what you have accomplished to date used in Earned Value. It is a comparison with what you planned to have accomplished on a specific date.
SV = BCWP - BCWS
scheduler toolis a third-party product, such as Open Workbench or Microsoft Project, that can be used with the product for project scheduling and planning.
shortlistis a list of resources that resulted from searching for resources to book to projects or to attach to requisitions.
A subscription-based software licensing and cloud delivery model.
SP Federation Server
The is the service provider for the
Classic PPMSaaS side of an integration with SSO.
SSO (Single Sign-On)
A method of centralized enterprise authentication. One username and password provides authorization to multiple systems.
Staffis a group of resources, roles, or predefined teams allocated to an investment and assigned to perform work. Resource staffing activities include direct allocations and requests for resources, roles, or teams . Resource managers and investment managers collaborate to staff investments with specific resources.
statusis the project results compared to the project plan. Status is determined in terms of costs, resources, deliverables, and whether the project is started, not started, or complete. In Open Workbench, a status indicator reflects the status of a project, or for a program, the status of its component projects.
subnetis a group of tasks in a project that have dependencies among themselves. During autoschedule, a separate critical path can be calculated for each subnet.
subprojectis a child project contained in a master project or a program.
successoris a task that follows another task (predecessor) and is related to it by a dependency type link.
system partitionis the default partition that exists in each
Classic PPMenterprise installation. Any partitions that you create become children to this partition.
taskis a unit of work in a project plan that is assigned to one or more resources for a specified period. A task can have milestones to measure progress.
task boardallows a user to manage project tasks using a board that categorizes task cards into columns or swim lanes.
teamis a predefined group of resources with planned capability. Project managers can allocate and assign the predefined teams to tasks using the project Staff capability.
team member or participant
participantis a member of the project team who can access the project tasks, conversations, timesheets, and other assigned application pages. This participant may not necessarily be assigned any project tasks. In
Classic PPM, team participants might have access to calendars, documents, processes, action items, discussions, and other
Classic PPMproject portlets and pages.
An interactive calendar that allows the user to define multiple period types (weekly, monthly, quarterly, and annual). The resource staffing functionality uses the calendar for displaying resource and investment allocations and forecasts.
A tenant administrator is a person who administers the CA On Demand Portal or Okta Tenant Admin for their organization.
timesheetenables resources to record and submit the time spent (actuals) on the tasks that are assigned to them.
Total effort(also sometimes referred to as
Total Effort = Actuals + Remaining ETC
To-Dolist for a task captures additional to-do items such as notes, risks, or issues for the task. You can also use a to-do list to further qualify the task.
Trackingis the process of measuring the status of a project and comparing the status with the plan. Tracking is used to identify variances and to take corrective action.
transactionis where you apply financial costs and rates to time and expenses. To change a manual transaction posted to WIP, create a WIP adjustment or a WIP reversal entry. To change a timesheet transaction post to WIP, create a timesheet adjustment and post the change to WIP.
transaction classdefines the type of financial transaction. For example, billable or non-billable.
type code(also known as input type code) is an abbreviation, acronym, short phrase, or a number that refers to certain description of payroll time. For example, standard time, overtime, holiday pay, travel pay, straight commission, and consultant fees.
uniform loading pattern
uniform loading patternis an assignment loading pattern by which the time of a resource is scheduled evenly across a task. The time is scheduled only on those days when the resource is available to meet the task requirements.
unstructured project(collaboration project) is a project that does not include any tasks. This project can include calendar, documents (including processes), discussions, and project roster features. No transaction processing occurs in an unstructured project.
unused allocationis the amount of allocation that is not actually used up (based on actual effort) or planned to be used up (based on ETC).
Unused Allocation = Allocation - (ETC + Actuals)
Usageis the total effort (actuals plus remaining ETC) to date for a labor or non-labor resource. See also
How are total effort and total usage related?Although they share the same formula, the two terms exhibit subtle differences. Total effort includes only the values for labor resources (including defined resource teams). The application computes total usage for both labor and non-labor resources. See their entries on this page and the following table:
Projects or Tasks
useris the labor resource who has access rights to use the product. A user can participate on a collaboration project and can also be a resource.
Utilizationis the total usage per time period for a resource resulting from the summation of all tasks in the project.
Versioningrefers to retaining and accessing prior iterations of a document. The term is also associated with Studio content packages to track iterative builds.
viewis a framework that determines how information such as tasks or roadmap items appears on a page. Views include lists, grids, property pages, and boards.
virtual attributeis a field that displays to the user as a read-only field because the value is generated at run time. For example, Planned Total Cost is a virtual attribute that displays the sum of the planned operating cost and planned capital cost for an investment.
A graphic that provides a specific metric such as Effort Spent or Budget Spent. The metric is represented as a donut chart, a timeline, or a stoplight.
WBS activityis the grouping of tasks in a project plan.
WBS objectis a step in the Work Breakdown Structure (WBS) used as a building block in Open Workbench and Microsoft Project. Organizations use different terms to refer to WBS objects. For example, Summary tasks or Parent tasks, Child tasks or Detail tasks. Each WBS object contains information about its dependencies, role assignments, initial estimates, and deliverables.
WIP adjustment transaction
transactionis created through the WIP Adjustment process to correct an error in a transaction that has been posted to WIP but not billed or invoiced.
WIP adjustment type
The product supports the following types of
- ModifyChanges the data in a transaction, such as the number of hours that are worked in a labor transaction. Modify does not involve a transfer of data between different groups that define the transaction.
- ReverseEnters a counter-balancing transaction to cancel the original transaction.
- TransferOccurs when a transaction is moved from one client, project, cost code, or employee to another.
WIP classis primarily used for the financial reporting of projects, but can also be used to drive planned and actual costs and revenues. WIP class is used for grouping WIP transactions for the general ledger.
WIP reversal transaction
WIP reversal transactionreverses a financial transaction that has been posted to WIP, but has not been billed to a client. A WIP reversal completely removes a financial transaction from the project. A WIP reversal refers to the action of reversing a WIP transaction and a WIP reversal transaction refers to the transaction that was reversed. WIP reversal is permanent even though the record is not physically removed from the database. If the financial transaction originated from a timesheet, a WIP reversal does not remove the corresponding timesheet entry.
work breakdown structure (WBS)
work breakdown structure (WBS)refers to the organization of tasks into a hierarchy that typically includes phases, key tasks, milestones, and subsequent tasks (child tasks that fall under a parent task).