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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.

Note! By default, only detailed information about non-archived workspaces is included in the OData feed. If you'd like to include details related to archived workspaces in your reports, the administrator for your ProjectPlace account can request this to be included by submitting a request to Customer Support.

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

ActivityDependencies

Lists dependencies between activities

Field Comment
ActivityId The unique internal ID for the Activity (this ID will be mentioned in the table once for each predecessor activity it is waiting for)
ActivityPredecessorId The ID of a predecessor activity
ActivityPredecessorIsDone Indicates whether the predecessor is done

   

BoardColumns

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
BoardId The unique internal ID for the Board
BoardColumnIndex The zero-indexed order of the column
BoardColumnName The name of the column
BoardColumnWipLimit The work in progress limit of the column (if any).

Boards

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
BoardId The unique internal ID for the Board
WorkspaceId The unique internal ID for the Workspace the Board is connected to
BoardDescription The description of the board
BoardName The name of the board
BoardIsHidden Whether the board is hidden or not
BoardCardCount The number of cards in total on the board
BoardDoneCardCount The number of cards on the board that are considered done.
BoardEmailActive Whether it is possible to email cards to the board or not

CardChecklistItems

This table contains data stored in Checklists for a Card. A Card can have up to 50 checklist items.

Field Comment
CardId The unique internal ID for the Card the Custom Field is connected to
Index Indicates the order of the checklist items in the list on the card
IsChecked Indicates whether the checklist item is done or not - value can be True or False
Title The designated name for the Checklist item

CardComments

This table contains data about comments posted to cards

Field Comment
CardId The unique internal ID for the Card the Comment is connected to
CommentId The ID of the comment
CommentText The text content of the comment
CommentCreatedById The ID of the user who wrote the comment
CommentCreatedByName The name of the user who wrote the comment
CommentCreatedAt The date and time (in UTC) when the comment was written.

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

CardDependencies

Lists dependencies between cards

Field Comment
CardId The unique internal ID for the Card (this ID will be mentioned in the table once for each predecessor card it is waiting for)
PredecessorCardId The ID of a predecessor card
PredecessorCardDone Indicates whether the predecessor is done

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
Title The title defined in the user’s user settings
SystemRole Deprecated but retained for legacy implementations.

PlanSnapshots

This table contains information about all snapshots in the Workspaces. Relationship can be created with workspace data.

Field Comment
CreatedTime The date and time the snapshot was created
CreatorId The unique internal ID for the member that created the snapshot
CreatorName The full name of the member that created the snapshot
SnapshotId The unique internal ID for the snapshot
SnapshotName The name of the snapshot
WorkspaceId The unique internal ID for the Workspace the snapshot was made in

PlanSnapshotValues

This table contains information about the activity dates and duration in all snapshots in the Workspaces. Relationships can be created with activity and snapshot data.

Field Comment
ActivityId The unique internal ID for the Activity
Duration The duration of the activity when the snapshot was created
EndDate The end date of the activity when the snapshot was created
SnapshotId The unique internal ID for the snapshot
StartDate The start date of the activity when the snapshot was created

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

WorkspaceMemberRoles

This table contains information about the workspace roles that users have been assigned to in workspaces.

Field Comment
WorkspaceId The unique internal ID for the workspace where the user have been assigned workspace role(s)
MemberId The unique internal ID for the user that have been assigned workspace role(s)
RoleId The ID of a role defined in the workspace, identifying that role as assigned to the member. It is unique within that workspace.
RoleName The name of the workspace role that a member has been assigned.
PrimaryRole Is set to True if the workspace role is primary. A user can be assigned several workspace roles in a workspace but only one of the roles can be set to primary.

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)
WorkspaceRole The primary workspace role for a user and will be empty if the user has not been assigned any workspace role.  A user can be assigned several workspace roles in a workspace but only one of the roles can be set to primary. The table WorkspaceMemberRoles hold this information about all role.

Workspaces

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

Field Comment
BusinessUnit The Business unit defined for the Workspace
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)
CostCode The CostCode defined for the user
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

AccountDepartments

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

Field Comment
DepartmentID The ID of the department
Department The name of the department

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

WorkspaceCustomFields

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

Field Comment
ArtifactId The unique ID for the workspace the Custom Field is connected to
ContainerId The unique ID for the account
Label The name of the custom field
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 about the workspace (either from About the workspace in Workspace Administration or from a workspace in the Account administration. Currency type fields will contain a concatenated string of “currency code” and “value”. Multiselect fields will contain all selected values separated by a semicolon.

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