Portfolios: Out of the Box Fields
PPM Pro provides a set of fields for every entity - these fields are referred to as "standard" or "out-of-the-box" fields. You build your entities using a combination of standard and user-defined fields (UDFs). A subset of fields appear on your entity's Detail panel by default to help get you up and running quickly; a subset of those default fields are labeled "mandatory". You can remove any of the default fields except the mandatory ones - those must remain on the Details. See Required vs Mandatory Fields for more information. The complete list of standard and UDFs can be found on Admin/Setup/All Entities/Portfolios/Available Fields, and definitions for all the standard fields are in the table below.
See Designing the Details Page for more information.
Default Fields
Basic Details |
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ID |
Title (mandatory) |
Category (mandatory) |
Owner (mandatory) |
Status (mandatory) |
Last Modified Date |
Description |
Notes: Latest |
Complete List of Out of the Box (Standard) Fields
Title | Description |
---|---|
Actual Cost - Direct | Cost of actual hours charged directly to this portfolio |
Actual Hours - Direct | Actual Hours charged directly to this portfolio |
Allow Time Entry | Determines if time can be logged against the portfolio. |
Budget Cost | |
Budget Cost To Date | If complete date is not NULL and in the past, then Budget Cost to Date = Budget Cost. Otherwise, (Portfolio Budget Cost/number of work days in the portfolio date range [earliest start to latest target of sub-portfolios and portfolio projects]) x number of work days in date range [start date to current date]. |
Budget Hours | |
Budget Hours To Date | If Complete Date is not NULL and in the past, then Budget Hours to Date = Budget Hours. Otherwise, (Portfolio Budget Hours/number of work days in the portfolio date range [earliest start to latest target of sub-portfolios and portfolio projects]) x number of work days in date range [start date to current date]. |
Budget Revenue | |
Budget Revenue To Date | If complete date is not NULL and in the past, then Budget Revenue to Date = Budget Revenue. Otherwise, (Portfolio Budget Revenue/number of work days in the portfolio date range [earliest start to latest target of sub-portfolios and portfolio projects]) x number of work days in date range [start date to current date]. |
Category | Categories are types, or variations, of an entity. |
Class | A class is a grouping mechanism for categories, and is represented by a tab on the UI. |
Complete Date | |
Components Actual Cost | |
Components Actual Cost Variance | The result of Components Budget Cost to Date - Components Actual Costs (which includes costs from all member projects and sub-portfolios). |
Components Actual Hours | |
Components Actual Hours Variance | The result of Components Budget Hours to Date - Components Actual Hours (which includes hours from all member projects and sub-portfolios). |
Components Actual Revenue | |
Components Actual Revenue Variance | The result of Components Budget Revenue to Date - Components Actual Revenue (which includes revenue from all member projects and sub-portfolios). |
Components Budget Cost | |
Components Budget Cost To Date | Sum of Budget Cost to-date from all components (projects and sub-portfolios) in the portfolio. |
Components Budget Cost To Date Variance | The result of Portfolio Budget Cost to-date - Components Budget Cost to-date (which includes costs from all member projects and sub-portfolios). |
Components Budget Cost Variance | The result of Portfolio Budget Cost - Components Budget Cost (which includes costs from all member projects and sub-portfolios). |
Components Budget Hours | |
Components Budget Hours To Date | Sum of Budget Hours to-date from all components (projects and sub-portfolios) in the portfolio. |
Components Budget Hours To Date Variance | The result of Portfolio Budget Hours to-date - Components Budget Hours to-date (which includes hours from all member projects and sub-portfolios). |
Components Budget Hours Variance | The result of Portfolio Budget Hours - Components Budget Hours (which includes hours of all member projects and sub-portfolios). |
Components Budget Revenue | |
Components Budget Revenue To Date | Sum of Budget Revenue to-date from all components (projects and sub-portfolios) in the portfolio |
Components Budget Revenue To Date Variance | The result of Portfolio Budget Revenue to-date - Components Budget Revenue to-date (which includes revenue from all member projects and sub-portfolios). |
Components Budget Revenue Variance | The result of Portfolio Budget Revenue - Components Budget Revenue (which includes revenue from all member projects and sub-portfolios). |
Components Complete Date Variance | The difference in work days between the portfolio's complete date and the latest complete date of all member projects of the portfolio and all sub-components. This field is emply until all member projects of the portfolio and all sub-portfolios are complete (status closed and/or complete date present). |
Components Start Date Variance | The difference in work days between the portfolio's start date and the latest start date of all member projects of the portfolio and all sub-components. |
Components Target Date Variance | The difference in work days between the portfolio's target date and the earliest target date of all member projects of the portfolio and all sub-components. |
Create Date | |
Created By | |
Cust Sequence | Customer Sequence |
Description | |
Health | |
Id | Portfolio ID |
Implied Status | |
Last Modified By | Resource who last edited this portfolio. |
Last Modified Date | The date of the most recent change to any editable field on the Details panel. Does not include note additions/edits. |
Latest Note Date | The most recent date that a note was added to this portfolio. |
Level | |
Notes: Latest | The most recent note added to the portfolio. |
Owner | The user managing the portfolio. This person automatically has full rights to the portfolio. |
Parent Portfolio | Parent Portfolio |
Portfolio Ancestry | Portfolio Ancestry separated by > |
Project Actual Cost (Cap) | |
Project Actual Cost (Non-Cap) | |
Project Budget Cost To Date | Sum of Budget Cost to-date from all projects in the portfolio. |
Project Budget Cost To Date (Cap) | Sum of capitalized Budget Costs to-date from all projects in the portfolio. |
Project Budget Cost To Date (Non-Cap) | Sum of non-capitalized Budget Costs to-date from all projects in the portfolio. |
Project Budget Hours To Date | Sum of Budget Hours to-date from all projects in the portfolio. |
Project Budget Revenue To Date | |
Project Complete Date Variance | The difference in works days between the portfolio Complete Date and the latest project Complete Date. This field is empty until all sub-portfolios are complete (status closed and/or complete date present). |
Project Count | Count of projects tied to this portfolio |
Project Earliest Start Date | Earliest Start Date of all projects in the portfolio. |
Project Latest Complete Date | Latest Complete Date of all projects in the portfolio. This field is empty until projects are complete (Status=closed and/or complete date present). |
Project Latest Target Date | Latest Target Date of all projects in the portfolio |
Project Start Date Variance | The difference in works days between the portfolio Start Date and the earliest project Start Date. |
Project Target Date Variance | The difference in works days between the portfolio Target Date and the latest project Target Date. |
Project Total Actual Cost | |
Project Total Actual Hours | |
Project Total Actual Revenue | |
Project Total Budget Cost | |
Project Total Budget Cost (Cap) | |
Project Total Budget Cost (Non-Cap) | |
Project Total Budget Hours | |
Project Total Budget Revenue | |
Resolution | |
Start Date | |
Status | ID Representation of Status |
Sub Portfolio Actual Cost | |
Sub Portfolio Actual Cost (Cap) | |
Sub Portfolio Actual Cost (Non-Cap) | |
Sub Portfolio Actual Hours | |
Sub Portfolio Actual Revenue | |
Sub Portfolio Budget Cost | |
Sub Portfolio Budget Hours | |
Sub Portfolio Budget Revenue | |
Sub Portfolio Complete Date Variance | The difference in works days between the portfolio Complete Date and the latest sub-portfolio Complete Date. This field is empty until all sub-portfolios are complete (status closed and/or complete date present). |
Sub Portfolio Count | Count of sub portfolios to this portfolio |
Sub Portfolio Earliest Start Date | Earliest Start Date of all sub-portfolios in the portfolio. |
Sub Portfolio Latest Complete Date | Latest Complete Date of all sub-portfolios in the portfolio. This field is empty until all sub-portfolios are complete (status closed and/or complete date present). |
Sub Portfolio Latest Target Date | Latest Target Date of all sub-portfolios in the portfolio. |
Sub Portfolio Start Date Variance | The difference in works days between the portfolio Start Date and the earliest sub-portfolio Start Date. |
Sub Portfolio Target Date Variance | The difference in works days between the portfolio Target Date and the latest sub-portfolio Target Date. |
Sub Portfolio To Date Budget Cost | Sum of Budget Costs to-date from all sub-portfolios in the portfolio. |
Sub Portfolio To Date Budget Cost (Cap) | Sum of capitalized Budget Costs to-date from all sub-portfolios in the portfolio. |
Sub Portfolio To Date Budget Cost (Non-Cap) | Sum of non-capitalized Budget Costs to-date from all sub-portfolios in the portfolio. |
Sub Portfolio To Date Budget Hours | Sum of Budget Hours to-date from all sub-portfolios in the portfolio. |
Sub Portfolio To Date Budget Revenue | Sum of Budget Revenue to-date from all sub-portfolios in the portfolio. |
Target Date | |
Title | Portfolio Name or Title |
Who Can Charge Time | If Allow Time Entry = Yes, choose to allow Team Members only to charge time, or choose All if you want to allow all users to charge time to the portfolio. |