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 |
| 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 |
| 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 |