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Planview Customer Success Center

Projectplace OData sets for Power BI – table descriptions

Introduction

The OData sets created to access Projectplace data have been specifically created for this purpose to facilitate reporting. The table names and field contents are not a replication of the underlying Projectplace database structure; as an example you will find some information replicated in several tables to enable reporting without always having to rely on correct relationships between tables.

Dataset for Workspace Managers

When using this dataset, you will see information about all workspaces for which you are an owner or administrator. Workspaces that you are a member but not an owner or administrator of will not show up in the data.

Activities

This table contains information about the activities and milestones that exist in a workspace.

Field

Comment

ActivityDescription

The description field displayed on an Activity

ActivityId

The unique internal ID for the Activity

ActivityName

The name of the Activity

ActivitySortOrder

The relative position in the WBS for the Activity

ActivityStatus

Indicates if the Activity is Done or Not Done

BoardId

The unique internal ID of the Board the Activity is connected to. Will always be empty for Parent Activities and Activities of type "Milestone" and is not mandatory for Child activities

BoardName

The name of the Board the Activity is connected to

CardCount

Total number of Cards connected to this Activity. Will always be empty for Parent Activities and Activities of type "Milestone"

CardsDoneCount

Number of Cards connected to this Activity that are Done

CompletedDate

Date for when the Activity was set to Done

Duration

Duration (in days) for the Activity. Will be 0 for Activities of type "Milestone

EndDate

Planned end date for the Activity

EstimatedTimeHours

Total estimated time for the Activity in hours using format HH:MM. Does not include estimated time for cards connected to the activity.

EstimatedTimeMinutes

Total estimated time for the Activity in minutes. Does not include estimated time for cards connected to the activity.

IntegrationId

Unique internal ID for the PPM Task this Activity is integrated to in Planview Enterprise One or Planview PPM Pro

IsParent

Indicates if the Activity is a Parent activity

LabelName

The designated name of the label set on the Activity

MilestoneType

The type assigned to Activities of type "Milestone" – can be of type "diamond", "pin" or "star"

ParentId

The unique internal Activity ID for the Parent that the activity is grouped under

ReportedTimeHours

Total reported time for the Activity in hours using format HH:MM. Does not include reported time for cards connected to the activity.

ReportedTimeMinutes

Total reported time for the Activity in minutes. Does not include reported time for cards connected to the activity.

StartDate

Planned start date for the Activity

Type

Indicates if the Activity is of type "Activity" or "Milestone"

WBSNumber

The WBS number allocated to the Activity

WorkspaceCostCode

The cost code defined for the Workspace the Activity is connected to

WorkspaceDepartment

The department defined for the Workspace the Activity is connected to

WorkspaceId

The unique internal ID for the Workspace the Activity is connected to

WorkspaceName

The name of the Workspace the Activity is connected to

 

ActivityCustomFields

This table contains data stored in Custom Fields for an Activity. An Activity can have up to 20 different custom fields set up.

Field

Comment

ActivityId

The unique internal ID for the Activity the Custom Field is connected to

FieldType

The Custom Field type. Can be of values "currency", "date", "multiselect", "numeric", "percentage", "singleselect", "text" or "time".

FieldValue

Contains the information entered in the Custom Field on the Activity. Currency type fields will contain a concatenated string of “currency code” and “value”. Multiselect fields will contain all selected values separated by a semicolon.

Label

The designated name for the Custom Field

WorkspaceId

The unique internal ID for the Workspace the Custom Field is connected to

 

CardCustomFields

This table contains data stored in Custom Fields for a Card. A Card can have up to 20 different custom fields set up.

Field

Comment

CardId

The unique internal ID for the Card the Custom Field is connected to

FieldType

The Custom Field type. Can be of values "currency", "date", "multiselect", "numeric", "percentage", "singleselect", "text" or "time".

FieldValue

Contains the information entered in the Custom Field on the Card. Currency type fields will contain a concatenated string of “currency code” and “value”. Multiselect fields will contain all selected values separated by a semicolon.

Label

The designated name for the Custom Field

WorkspaceId

The unique internal ID for the Workspace the Custom Field is connected to

 

Cards

This table contains data about all Cards in the Workspace.

Field

Comment

ActivityId

The unique internal ID for the Activity the Card is connected to. This will be empty if the Card does not belong to any activity.

ActivityName

The name of the Activity the Card is connected to

ActivityWBS

The WBS number allocated to the Activity the Card is connected to

ActualStartDate

Date for when the Card was created in or moved into a Started column on the Board

AssigneeId

The unique internal ID for the member that is the primary assignee on the Card

AssigneeName

The name of the member that is the primary assignee on the Card

BoardId

The unique internal ID of the Board the Card is connected to. Can be empty if the Card is connected to an Activity that does not have any Board association.

BoardIsHidden

Indicates if the Board is hidden

BoardName

The name of the Board the Card is connected to

CardCreatedById

The unique internal ID for the member that created the Card

CardCreatedByName

The name of the member that created the Card

CardCreatedDate

The date the Card was created

CardDescription

The description entered on the Card

CardId

The unique internal ID for the Card

CardStatus

The current status of the Card. Can be one of three statuses:

Planned = Is located in the first column of the board, has never been started

In_progress = Has been created in or moved into a started column at some point

Done = Has been moved into the last column of the board

CardTitle

The title or name of the Card

ColumnIndex

The position order for the column of the Board. 0 = leftmost column.

ColumnName

The designated name of the column of the Board

CompletedDate

Date for when the Card was moved into the rightmost column on the Board.

DueDate

The planned due date for the Card

EstimatedPoints

The estimated amount of points needed to complete the Card

EstimatedTimeHours

Total estimated time for the Card in hours using format HH:MM.

EstimatedTimeMinutes

Total estimated time for the Card in minutes.

IntegrationId

Unique internal ID for the PRM Action Item this Card is integrated to in Planview Enterprise One

IsBlocked

Displays if the Card is blocked or not. Can be True or False

IsBlockedReason

The reason entered for a blocked Card.

LabelName

The designated name of the label set on the Card

PlannedStartDate

The date that work on the Card should be started

ReportedTimeHours

Total reported time for the Card in hours using format HH:MM.

ReportedTimeMinutes

Total reported time for the Card in minutes.

SortOrder

The order the Card is sorted in relation to other cards on the Board on the Kanban view

WorkspaceCardId

The Card ID that is displayed on the face of the Card in the Kanban view

WorkspaceCostCode

The cost code defined for the Workspace the Card belongs to

WorkspaceDepartment

The department defined for the Workspace the Card belongs to

WorkspaceId

The unique internal ID for the Workspace the Card belongs to

WorkspaceName

The name of the Workspace the Card belongs to

 

CardsCoAssignees

This table contains information about members that are Co-Assignees on cards.

Field

Comment

CardId

The unique internal ID for the Card

CardTitle

The title or name of the Card

CoAssigneeId

The unique internal ID for the member that is a co-assignee on the Card

CoAssigneeName

The name of the member that is the co-assignee on the Card

WorkspaceId

The unique internal ID for the Workspace the Card belongs to

WorkspaceName

The name of the Workspace the Card belongs to

 

CardTags

This table contains information about Tags that have been added to Cards in the workspace.

Field

Comment

CardId

The unique internal ID for the Card

Color

The color of the Tag

TagId

The unique internal ID for the Tag

TagLabel

The designated name for the Tag

WorkspaceId

The unique internal ID for the Workspace the Card belongs to

 

Issues

This table contains information about Issues and Risks in the workspace.

Field

Comment

AssigneeId

The unique internal ID for the member that is assigned to the Risk or Issue

AssigneeName

The name of the member that is assigned to the Risk or Issue

Category

Defines if item is a "Risk" or an "Issue"

ClosedDate

The date the Risk or Issue was closed

CreatedBy

The name of the member that created the Risk or Issue

CreatedDate

The date the Risk or Issue was created

Description

The description entered on the Risk or Issue

IssueId

The unique internal ID for the Risk or Issue

IssuePriority

The priority level set on the Issue. Will be empty for all items with "Risk" category

IssueType

The type set on the Issue. Can be customized by workspace. Will be empty for all items with "Risk" category

RiskLevel

The risk level set on the Risk. Will be empty for all items with "Issue" category

RiskResponse

The response option set on the Risk. Will be empty for all items with "Issue" category

RiskResponseDescription

Free text to comment on the response option set on the Risk.

Status

The current status of the Risk or Issue

Title

The title or name of the Risk or Issue

WorkspaceCostCode

The cost code defined for the Workspace the Risk or Issue belongs to

WorkspaceDepartment

The department defined for the Workspace the Risk or Issue belongs to

WorkspaceId

The unique internal ID for the Workspace the Risk or Issue belongs to

WorkspaceIssueId

The ID that is displayed in the list for the Risk or Issue

WorkspaceName

The name of the Workspace the Risk or Issue belongs to

 

IssueTags

This table contains information about Tags that have been set on Issues or Risks in the Workspace.

Field

Comment

Color

The color of the Tag

IssueId

The unique internal ID for the Risk or Issue

TagId

The unique internal ID for the Tag

TagLabel

The designated name for the Tag

WorkspaceId

The unique internal ID for the Workspace the Risk or Issue belongs to

 

Members

This table contains information about all users that are members in the Workspaces. Relationship can be created with assignee data or workspace memberships data.

Field

Comment

CostCode

The cost code defined for the user in this customer account

Country

The country set in the user’s user settings

Department

The department set in the user’s user settings

Email

The user’s primary email address

Id

The unique internal ID for the member

LastActiveDate

The date the user last logged in to Projectplace

Name

The name of the member

RegistrationDate

The date the user registered a user account with Projectplace

SystemRole

The title defined in the user’s user settings

 

TimeReports

This table contains data about individual time reports made on Activities or Cards in the workspace.

Field

Comment

ArtifactId

The unique internal ID for the Activity or Card the time is reported on

ArtifactsDeleted

Is set to True if the Activity or Card has been deleted since the time was reported

ArtifactName

The name of the Activity or Card the time is reported on

ArtifactType

Defines if the artifact the time is reported on is an Activity or a Card

ReportedDate

The date the time report was made

ReportedTimeHours

Reported time for the artifact in hours using format HH:MM.

ReportedTimeMinutes

Reported time for the artifact in minutes.

UserId

The unique internal ID for the member that created the time report

UserName

The name of the member that created the time report

WorkspaceCostCode

The cost code defined for the Workspace the time report was made in

WorkspaceDepartment

The department defined for the Workspace the time report was made in

WorkspaceId

The unique internal ID for the Workspace the time report was made in

WorkspaceName

The name of the Workspace the time report was made in

 

WorkspaceMemberships

This table serves to connect members with workspaces and shows their role and member type in each workspace they are a member of.

Field

Comment

MemberId

The unique internal ID for the workspace member

WorkspaceId

The unique internal ID for the Workspace the user is a member of

WorkspaceMemberType

Defines if the user is an administrator or a regular member of that workspace – can be any of the values "owner" (Workspace owner), "admin" (Workspace administrator) or "member" (Workspace member)

SystemRole

The title defined for the member in this workspace – defaults to the title on the user’s settings

 

Workspaces

This table lists all workspaces that you have access to through OData.

Field

Comment

CostCode

The Cost code defined for the Workspace

CreationDate

The date the Workspace was created

Currency

The Currency set on the Workspace

Department

The Department defined for the Workspace

IntegratedWsId

Unique internal ID for the PPM Project this Workspace is integrated to in Planview Enterprise One, Planview PPM Pro, or Spigit

IsArchived

Defines if the Workspace is currently archived

Status

The status that is currently set for the Workspace

WorkspaceDescription

The description displayed in the Workspace overview

WorkspaceId

The unique internal ID for the Workspace the time report was made in

WorkspaceName

The name of the Workspace the time report was made in

WorkspaceType

The type set on the Workspace

 

 

Dataset for Portfolio Managers

This dataset will display information about all Portfolios that the user has access to when logging into Projectplace.

KPIStatusReports

This table contains all status reports made on KPIs in the Workspaces that are included in the user’s Portfolios.

Field

Comment

DateValue

The value reported on KPIs of type Date

ExtraInfo

Includes currency information for reports made on Monetary type KPIs and comments for reports made on Status type KPIs

IntValue

The value reported on Numeric type KPIs

KPICategory

The category the KPI the report is made on belongs to

KPIName

The name of the KPI the report is made on

ReportedBy

The name of the user that made the status report

ReportedDate

The date the status report was saved

Value

The value reported on Text and Status KPIs

WorkspaceId

The unique internal ID for the Workspace the status report was made in

 

Portfolios

This table provides a list of Portfolios that the user has access to.

Field

Comment

OwnerName

The name of the user that owns the Portfolio

PortfolioId

The unique internal ID for the Portfolio

PortfolioName

The name of the Portfolio

 

PortfolioWorkspaces

This table provides information about all Workspaces that are connected to the Portfolios that the user has access to. Archived workspaces that were at some point included in the Portfolio will not be displayed.

Field

Comment

CurrentEstimatedTimeMinutes

Total estimated time on all Activities and Cards for the Workspace in minutes

CurrentMilestone

The next milestone that is due in the workspace

CurrentReportedTimeMinutes

Total reported time all Activities and Cards for the Workspace in minutes

FirstMilestone

The date for the first Milestone in the workspace

LastMilestone

The date for the last Milestone in the workspace

LastReported

The date that the latest status report was made for the Workspace

PortfolioId

The unique internal ID for the Portfolio

StatusReporter

The name of the user that is assigned the Workspace Manager role in the workspace

WorkspaceDepartment

The department set on the Workspace

WorkspaceDescription

The description displayed in the Workspace overview

WorkspaceId

The unique internal ID for the Workspace the time report was made in

WorkspaceName

The name of the Workspace the time report was made in

WorkspaceType

The type set on the Workspace

WorkspaceStatus

The status that is currently set for the Workspace

 

Dataset for Account Owners and Administrators

This dataset will provide information that the user has access to when logging into Projectplace. If the user has access to administer Requests but is not an Account Administrator, they will only see information in the Request-related tables.

AccountPeople

This table provides information on all internal and external users that are members in the Account.

Field

Comment

AccessAddWS

Is True if the user has access to creating new workspaces

AccessPortfolio

Is True if Portfolio access has been turned on for the user’s account

AccessRequests

Is True if Requests access has been turned on for the user’s account

AccessWorkload

Is True if Workload access has been turned on for the user’s account

AccountRole

States the user’s role in the account – can be any of the values "owner" (Account owner), "admin" (Account administrator), "member" (Internal Account member) or "external" (non-Account, external member)

Department

The department set on the user’s account

EMail

The user’s email address

FirstName

The user’s first name

JoinDate

The date the user account was created

LastLoginDate

The date the user last logged in to Projectplace

LastName

The user’s last name

Organisation

The organization information defined on the user’s account

UserId

The unique internal ID for the user’s account

Uses2FA

Is True if the user uses two-factor authentication during login to Projectplace

 

AccountWorkspaceMembers

This table provides information about workspace memberships for users in the account.

Field

Comment

Role

Defines if the user is an administrator or a regular member of that workspace – can be any of the values "owner" (Workspace owner), "admin" (Workspace administrator) or "member" (Workspace member)

UserId

The unique internal ID for the user

WorkspaceId

The unique internal ID for the Workspace the user is a member of

 

AccountWorkspaces

This table provides information about all workspaces that have been created in the account.

Field

Comment

CostCode

The Cost code defined for the Workspace

CreatedDate

The date the Workspace was created

CreatedFromTemplate

Contains the name of the Workspace Template this Workspace was based on. Will be empty if Workspace was not based on a template during creation.

Department

The Department defined for the Workspace

Description

The description displayed in the Workspace overview

HeadAdminId

Unique internal ID for the Head Administrator of the Workspace

HeadAdminName

The name of the Head Administrator of the Workspace

IsArchived

Defines if the Workspace is currently archived

LastActivityDate

The date the latest update event was logged for the Workspace

ManagerId

Unique internal ID for the Manager of the Workspace

ManagerName

The name of the Manager of the Workspace

MembersCount

Current total count of individual members in the Workspace

Name

The name of the Workspace the time report was made in

StorageLimitMB

Current storage threshold set for the Workspace

StorageUsedMB

Current storage used in the Workspace

WorkspaceId

The unique internal ID for the Workspace the time report was made in

 

RequestCustomFormFields

This table contains information submitted by a user in fields that are added in addition to the default fields in a request form.

Field

Comment

FieldName

The name given to the field in the form

RequestId

The unique internal ID for the Request

Type

The type of the field in the form, can be of type ‘textarea’ (multi-line text input field), "singleselect", "multiselect", "date" or "input" (single-line text input field)

Value

The value input by the person creating the request. Values from multi-select type fields will be separated by semi colon

 

Requests

This table contains information on requests that have been submitted.

Field

Comment

AddedBy

The name of the person sending in the Request

AddedDate

The date the Request was created

Department

The department defined on the Request form

Description

The overall description entered by the person sending in the Request

FormName

The name of the Request form

LastModifiedBy

The name of the request administrator that last modified the Request

LastModifiedDate

The date the Request was last updated by the request administrator

RequestId

The unique internal ID for the Request

RequestName

The title of the Request entered by the person sending in the Request

Status

The current status of the Request – can be "pending", "approved" or "rejected"

WorkItemName

The name of the work item (Card, Activity or Workspace) created based on the approved request

WorkItemType

Defines what type of work item was created based on the request (Card, Activity or Workspace)

WorkItemURL

The URL to the work item created based on the approved request