Masters
Projects masters — 7 entities with their key fields and relationships.
Reference data with an independent lifecycle: created once, referenced many times.
7 entities in Projects.
Activity Cost
Defines an Employee’s hourly costing and billing rates for a selected Activity Type.
Naming: PROJ-ACC-.##### · 10 fields · 0 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
title |
Data | title |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
activity_type |
Link | Activity Type | yes |
department |
Link | Department | |
employee |
Link | Employee |
Activity Type
Defines a reusable category of work that can be selected on Timesheet rows.
Naming: field activity_type · 5 fields · 3 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
activity_type |
Data | yes | Activity Type |
disabled |
Check | Disabled |
Relationships
No outgoing relationships.
Project
Tracks a planned body of work, including dates, status, customer, tasks, progress, and costing.
Naming: Naming Series · 59 fields · 56 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
project_name |
Data | yes | Project Name |
status |
Select | Status | |
percent_complete |
Percent | % Completed | |
expected_start_date |
Date | Expected Start Date | |
expected_end_date |
Date | Expected End Date | |
estimated_costing |
Currency | Estimated Cost | |
naming_series |
Select | yes | Series |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
company |
Link | Company | yes |
cost_center |
Link | Cost Center | |
customer |
Link | Customer | |
department |
Link | Department | |
holiday_list |
Link | Holiday List | |
project_template |
Link | Project Template | |
project_type |
Link | Project Type | |
sales_order |
Link | Sales Order | |
users |
Table | Project User |
Project Template
Defines a reusable task sequence and schedule for creating Projects.
Naming: user prompt · 3 fields · 1 inbound ref
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
disabled |
Check | Disabled |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
project_type |
Link | Project Type | |
tasks |
Table | Project Template Task | yes |
Project Type
Defines a reusable category for grouping Projects.
Naming: field project_type · 2 fields · 2 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
project_type |
Data | yes | Project Type |
Relationships
No outgoing relationships.
Task
Represents a schedulable unit of project work with ownership, dates, progress, dependencies, and optional hierarchy.
Naming: Expression · 51 fields · 4 inbound refs · tree / nested set
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
subject |
Data | yes | Subject |
is_group |
Check | Is Group | |
status |
Select | Status | |
priority |
Select | Priority | |
exp_start_date |
Datetime | Expected Start Date | |
exp_end_date |
Datetime | Expected End Date | |
is_milestone |
Check | Is Milestone |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
company |
Link | Company | |
completed_by |
Link | User (fw) | |
department |
Link | Department | |
issue |
Link | Issue | |
parent_task |
Link | Task | |
project |
Link | Project | |
type |
Link | Task Type | |
depends_on |
Table | Task Depends On |
Task Type
Defines a reusable Task classification with an optional weight and description.
Naming: user prompt · 2 fields · 1 inbound ref
Relationships
No outgoing relationships.