Projectplace OData sets for Power BI – table descriptions

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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