22.3 Clarizen Fields

Clarizen Fields


AttachmentLink

External Name Attachment
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

Case Back to top

Bug

External Name Bug
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. Customers
  2. AllTeamMembers
  3. Followers
  4. NotificationsForObject
  5. WorkItems
  6. Team
  7. Groups
  8. Discussions
  9. LikedBy
  10. DirectFollowers
  11. Topics
  12. Documents
  13. AttachedPosts
  14. AttachedNotes
  15. AttachedEmails
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
ActualEffort Actual Effort   Duration   N N N N 0 h  
AssignedTo Assigned to Who is currently assigned Reference To Object
  1. User
N N N N    
AssignmentDate Assignment date Date of assignment Date   N N N N    
BusinessAlignment Business Alignment   Text Area (2000)   N N N N    
BusinessImpact Business Impact   Pick List
  1. CaseBusinessImpact
N Y N Y  
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
Category Category   Text (256)   N N N N    
ClosedBy Closed by Who closed the case Reference To Object
  1. User
N N N N    
ClosedInBuild Closed in Build   Text (512)   N N N N    
ClosureDate Closed date Date of the case closure Date   N N N N    
Comment Comment   Text Area (2000)   N N N N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
DeferReasons Defer reasons Description of deferment reasons the case Text Area (2000)   N N N N    
DeferredBy Deferred by Who deferred the case Reference To Object
  1. User
N N N N    
DeferringDate Deferred date Date of the case was deferred Date   N N N N    
Description Description   Text Area   N N N N    
DueDate Due date Target date to provide solution Date   N N N N    
DuplicateTo Duplicate To   Text (256)   N N N N    
EntityType Item Type   Reference To Object   N N N N    
EvaluatedBy Evaluated by Who evaluated the case Reference To Object
  1. User
N N N N    
EvaluationDate Evaluation date Date of the case evaluation Date   N N N N    
ExpectedBusinessValue Expected Business Value   Text Area (2000)   N N N N    
ExpectedROI Expected ROI   Numeric (Double)   N N N N    
ExternalID External ID   Text (2000)   N N N N [GUID]  
FoundInBuild Found in Build   Text (512)   N N N N    
GoalsAchieved Goals achieved   Toggle   N N N N    
ImpactArea Impact Area Description of the resolution impact area Text (2000)   N N N N    
IntegratedInBuild Integrated in Build   Text (512)   N N N N    
Justification Justification   Text Area (2000)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Mandatory Mandatory Whether resolution of the case is mandatory Toggle   N N N N False  
ObjectAlias Alias   URL (256)   N N N N    
OpenedBy Opened by Who opened the case Reference To Object
  1. User
N N N N    
OpeningDate Date Opened Date of opening a case Date   N N N N    
OriginatedFrom Originated from   Reference To Object
  1. WorkItem
N N N N    
Owner Owner User that owns the case Reference To Object
  1. User
N N N N    
PercentCompleted % Complete   Numeric (Double)   N N N N 0.0  
PlainText PlainText of Description   Text Area   N N N N    
PlannedFor Resolved In Project Project planned for the case resolution Reference To Object
  1. Project
N N N N    
PlannedSavings Planned Savings   Text Area (2000)   N N N N    
Priority Priority   Numeric (Integer)   N N N N 0  
Regression Regression Indicates that a bug is a regression from a previous version Toggle   N N N N False  
RejectDetails Reject details Description of reasons and other details to reject the case Text Area (2000)   N N N N    
RejectedBy Rejected by Who rejected the case Reference To Object
  1. User
N N N N    
RejectionDate Rejection date Date of the case rejection Date   N N N N    
RemainingEffort Remaining Effort   Duration   N N N N 0 h  
RemainingEffortManuallySet Remaining Effort Manually Set   Toggle   N N N N false  
ReopenedBy Reopened by Who reopened the case Reference To Object
  1. User
N N N N    
ReopenedInBuild Reopened in Build   Text (512)   N N N N    
ReopeningDate Reopened date Date when the case reopened Date   N N N N    
ReopenReasons Reopen reasons Description of reasons to reopen the case Text Area (2000)   N N N N    
ReportedBy Reported By   Reference To Object
  1. User
  2. ContactPerson
N N N N    
ReportedbyCustomer Reported by Customer Reported by a customer Toggle   N N N N    
ReportedByMail Reported By Email   Text (256)   N N N N    
ResolutionDetails Resolution Details Description of resolution Text Area (2000)   N N N N    
ResolvedBy Resolved by Who resolved the case Reference To Object
  1. User
N N N N    
ResolvedDate Resolved date Date when the case was resolved Date   N N N N    
Score Total Score Score = Business Impact * Expected ROI Numeric (Double)   N N N N    
Severity Importance Importance Pick List
  1. Severity
N Y N Y  
  1. Critical
  2. High
  3. Low
  4. Medium
SfExternalId SalesForce ID   Text (256)   N N N N    
SfExternalName SalesForce Name   Text (256)   N N N N    
State State   Pick List
  1. CaseState
N Y Y Y  
  1. Closed
  2. Deferred
  3. Duplicated
  4. In Work
  5. Not Reproducible
  6. Opened
  7. Rejected
  8. Resolved
  9. Submitted
SubmissionDate Submission date Date of the case submission Date   N N N N    
SubmittedBy Submitted by Who submitted the case Reference To Object
  1. User
N N N N    
SYSID ID System generated unique ID Text (40)   N N N N    
Title Title Title String   N N Y N    
Work Work   Duration   N N N N 0 h  
WorkManuallySet Effort Manually Set   Toggle   N N N N false  
WorkVariance Work Variance Work Variance = Work - Actual Effort Duration   N N N N    
ZdExternalId Zendesk ID   Text (256)   N N N N    
ZdExternalName Zendesk Name   Text (256)   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

Case

External Name Cases
Availability After Deletion Available in Recycle Bin
Child Classes
  1. Issue
  2. Risk
  3. Bug
  4. EnhancementRequest
Relations
  1. Customers
  2. AllTeamMembers
  3. Followers
  4. NotificationsForObject
  5. WorkItems
  6. Team
  7. Groups
  8. Discussions
  9. LikedBy
  10. DirectFollowers
  11. Topics
  12. Documents
  13. AttachedPosts
  14. AttachedNotes
  15. AttachedEmails
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
ActualEffort Actual Effort   Duration   N N N N 0 h  
AssignedTo Assigned to Who is currently assigned Reference To Object
  1. User
N N N N    
AssignmentDate Assignment date Date of assignment Date   N N N N    
BusinessAlignment Business Alignment   Text Area (2000)   N N N N    
BusinessImpact Business Impact   Pick List
  1. CaseBusinessImpact
N Y N Y  
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
Category Category   Text (256)   N N N N    
ClosedBy Closed by Who closed the case Reference To Object
  1. User
N N N N    
ClosureDate Closed date Date of the case closure Date   N N N N    
Comment Comment   Text Area (2000)   N N N N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
DeferReasons Defer reasons Description of deferment reasons the case Text Area (2000)   N N N N    
DeferredBy Deferred by Who deferred the case Reference To Object
  1. User
N N N N    
DeferringDate Deferred date Date of the case was deferred Date   N N N N    
Description Description   Text Area   N N N N    
DueDate Due date Target date to provide solution Date   N N N N    
DuplicateTo Duplicate To   Text (256)   N N N N    
EntityType Item Type   Reference To Object   N N N N    
EvaluatedBy Evaluated by Who evaluated the case Reference To Object
  1. User
N N N N    
EvaluationDate Evaluation date Date of the case evaluation Date   N N N N    
ExpectedBusinessValue Expected Business Value   Text Area (2000)   N N N N    
ExpectedROI Expected ROI   Numeric (Double)   N N N N    
ExternalID External ID   Text (2000)   N N N N [GUID]  
GoalsAchieved Goals achieved   Toggle   N N N N    
Justification Justification   Text Area (2000)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Mandatory Mandatory Whether resolution of the case is mandatory Toggle   N N N N False  
ObjectAlias Alias   URL (256)   N N N N    
OpenedBy Opened by Who opened the case Reference To Object
  1. User
N N N N    
OpeningDate Date Opened Date of opening a case Date   N N N N    
OriginatedFrom Originated from   Reference To Object
  1. WorkItem
N N N N    
Owner Owner User that owns the case Reference To Object
  1. User
N N N N    
PercentCompleted % Complete   Numeric (Double)   N N N N 0.0  
PlainText PlainText of Description   Text Area   N N N N    
PlannedFor Resolved In Project Project planned for the case resolution Reference To Object
  1. Project
N N N N    
PlannedSavings Planned Savings   Text Area (2000)   N N N N    
Priority Priority   Numeric (Integer)   N N N N 0  
RejectDetails Reject details Description of reasons and other details to reject the case Text Area (2000)   N N N N    
RejectedBy Rejected by Who rejected the case Reference To Object
  1. User
N N N N    
RejectionDate Rejection date Date of the case rejection Date   N N N N    
RemainingEffort Remaining Effort   Duration   N N N N 0 h  
RemainingEffortManuallySet Remaining Effort Manually Set   Toggle   N N N N false  
ReopenedBy Reopened by Who reopened the case Reference To Object
  1. User
N N N N    
ReopeningDate Reopened date Date when the case reopened Date   N N N N    
ReopenReasons Reopen reasons Description of reasons to reopen the case Text Area (2000)   N N N N    
ReportedBy Reported By   Reference To Object
  1. User
  2. ContactPerson
N N N N    
ReportedbyCustomer Reported by Customer Reported by a customer Toggle   N N N N    
ReportedByMail Reported By Email   Text (256)   N N N N    
ResolutionDetails Resolution Details Description of resolution Text Area (2000)   N N N N    
ResolvedBy Resolved by Who resolved the case Reference To Object
  1. User
N N N N    
ResolvedDate Resolved date Date when the case was resolved Date   N N N N    
Score Total Score Score = Business Impact * Expected ROI Numeric (Double)   N N N N    
Severity Importance Importance Pick List
  1. Severity
N Y N Y  
  1. Critical
  2. High
  3. Low
  4. Medium
State State   Pick List
  1. CaseState
N Y Y Y  
  1. Closed
  2. Deferred
  3. Duplicated
  4. In Work
  5. Not Reproducible
  6. Opened
  7. Rejected
  8. Resolved
  9. Submitted
SubmissionDate Submission date Date of the case submission Date   N N N N    
SubmittedBy Submitted by Who submitted the case Reference To Object
  1. User
N N N N    
SYSID ID System generated unique ID Text (40)   N N N N    
Title Title Title String   N N Y N    
Work Work   Duration   N N N N 0 h  
WorkManuallySet Effort Manually Set   Toggle   N N N N false  
WorkVariance Work Variance Work Variance = Work - Actual Effort Duration   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

EnhancementRequest

External Name Request
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. Customers
  2. AllTeamMembers
  3. Followers
  4. NotificationsForObject
  5. WorkItems
  6. Team
  7. Groups
  8. Discussions
  9. LikedBy
  10. DirectFollowers
  11. Topics
  12. Documents
  13. AttachedPosts
  14. AttachedNotes
  15. AttachedEmails
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
ActualEffort Actual Effort   Duration   N N N N 0 h  
AssignedTo Assigned to Who is currently assigned Reference To Object
  1. User
N N N N    
AssignmentDate Assignment date Date of assignment Date   N N N N    
BusinessAlignment Business Alignment   Text Area (2000)   N N N N    
BusinessImpact Business Impact   Pick List
  1. CaseBusinessImpact
N Y N Y  
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
Category Category   Text (256)   N N N N    
ClosedBy Closed by Who closed the case Reference To Object
  1. User
N N N N    
ClosureDate Closed date Date of the case closure Date   N N N N    
Comment Comment   Text Area (2000)   N N N N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
DeferReasons Defer reasons Description of deferment reasons the case Text Area (2000)   N N N N    
DeferredBy Deferred by Who deferred the case Reference To Object
  1. User
N N N N    
DeferringDate Deferred date Date of the case was deferred Date   N N N N    
Description Description   Text Area   N N N N    
DueDate Due date Target date to provide solution Date   N N N N    
DuplicateTo Duplicate To   Text (256)   N N N N    
EntityType Item Type   Reference To Object   N N N N    
EvaluatedBy Evaluated by Who evaluated the case Reference To Object
  1. User
N N N N    
EvaluationDate Evaluation date Date of the case evaluation Date   N N N N    
ExpectedBusinessValue Expected Business Value   Text Area (2000)   N N N N    
ExpectedCost Expected Cost Expected Request Cost Numeric (Double)   N N N N    
ExpectedRevenue Expected Revenue Expected Request Revenue Numeric (Double)   N N N N    
ExpectedROI Expected ROI   Numeric (Double)   N N N N    
ExternalID External ID   Text (2000)   N N N N [GUID]  
GoalsAchieved Goals achieved   Toggle   N N N N    
Justification Justification   Text Area (2000)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Mandatory Mandatory Whether resolution of the case is mandatory Toggle   N N N N False  
Mitigation Mitigation   Text Area (1024)   N N N N    
ObjectAlias Alias   URL (256)   N N N N    
OpenedBy Opened by Who opened the case Reference To Object
  1. User
N N N N    
OpeningDate Date Opened Date of opening a case Date   N N N N    
OriginatedFrom Originated from   Reference To Object
  1. WorkItem
N N N N    
Owner Owner User that owns the case Reference To Object
  1. User
N N N N    
PercentCompleted % Complete   Numeric (Double)   N N N N 0.0  
PlainText PlainText of Description   Text Area   N N N N    
PlannedFor Resolved In Project Project planned for the case resolution Reference To Object
  1. Project
N N N N    
PlannedSavings Planned Savings   Text Area (2000)   N N N N    
Priority Priority   Numeric (Integer)   N N N N 0  
RejectDetails Reject details Description of reasons and other details to reject the case Text Area (2000)   N N N N    
RejectedBy Rejected by Who rejected the case Reference To Object
  1. User
N N N N    
RejectionDate Rejection date Date of the case rejection Date   N N N N    
RemainingEffort Remaining Effort   Duration   N N N N 0 h  
RemainingEffortManuallySet Remaining Effort Manually Set   Toggle   N N N N false  
ReopenedBy Reopened by Who reopened the case Reference To Object
  1. User
N N N N    
ReopeningDate Reopened date Date when the case reopened Date   N N N N    
ReopenReasons Reopen reasons Description of reasons to reopen the case Text Area (2000)   N N N N    
ReportedBy Reported By   Reference To Object
  1. User
  2. ContactPerson
N N N N    
ReportedbyCustomer Reported by Customer Reported by a customer Toggle   N N N N    
ReportedByMail Reported By Email   Text (256)   N N N N    
RequestType Request Type Request Type Pick List
  1. RequestType
N Y N Y  
  1. Change Request
  2. Idea
  3. New Request
ResolutionDetails Resolution Details Description of resolution Text Area (2000)   N N N N    
ResolvedBy Resolved by Who resolved the case Reference To Object
  1. User
N N N N    
ResolvedDate Resolved date Date when the case was resolved Date   N N N N    
Risks Risks   Text Area (1024)   N N N N    
RisksImpact Risks Impact   Pick List
  1. RiskImpact
N Y N Y  
  1. High
  2. Low
  3. Medium
  4. None
RisksRate Risks Rate   Pick List
  1. RisksRate
N Y N Y  
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
RisksTotalScore Risks Total Score Risks Total Score = Risks Rate * Risks Impact Numeric (Double)   N N N N    
Score Total Score Score = Business Impact * Expected ROI Numeric (Double)   N N N N    
Severity Importance Importance Pick List
  1. Severity
N Y N Y  
  1. Critical
  2. High
  3. Low
  4. Medium
State State   Pick List
  1. CaseState
N Y Y Y  
  1. Closed
  2. Deferred
  3. Duplicated
  4. In Work
  5. Not Reproducible
  6. Opened
  7. Rejected
  8. Resolved
  9. Submitted
SubmissionDate Submission date Date of the case submission Date   N N N N    
SubmittedBy Submitted by Who submitted the case Reference To Object
  1. User
N N N N    
SYSID ID System generated unique ID Text (40)   N N N N    
Title Title Title String   N N Y N    
Work Work   Duration   N N N N 0 h  
WorkManuallySet Effort Manually Set   Toggle   N N N N false  
WorkVariance Work Variance Work Variance = Work - Actual Effort Duration   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

Issue

External Name Issue
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. Customers
  2. AllTeamMembers
  3. Followers
  4. NotificationsForObject
  5. WorkItems
  6. Team
  7. Groups
  8. Discussions
  9. LikedBy
  10. DirectFollowers
  11. Topics
  12. Documents
  13. AttachedPosts
  14. AttachedNotes
  15. AttachedEmails
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
ActualEffort Actual Effort   Duration   N N N N 0 h  
AssignedTo Assigned to Who is currently assigned Reference To Object
  1. User
N N N N    
AssignmentDate Assignment date Date of assignment Date   N N N N    
BusinessAlignment Business Alignment   Text Area (2000)   N N N N    
BusinessImpact Business Impact   Pick List
  1. CaseBusinessImpact
N Y N Y  
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
Category Category   Text (256)   N N N N    
ClosedBy Closed by Who closed the case Reference To Object
  1. User
N N N N    
ClosureDate Closed date Date of the case closure Date   N N N N    
Comment Comment   Text Area (2000)   N N N N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
DeferReasons Defer reasons Description of deferment reasons the case Text Area (2000)   N N N N    
DeferredBy Deferred by Who deferred the case Reference To Object
  1. User
N N N N    
DeferringDate Deferred date Date of the case was deferred Date   N N N N    
Description Description   Text Area   N N N N    
DueDate Due date Target date to provide solution Date   N N N N    
DuplicateTo Duplicate To   Text (256)   N N N N    
EntityType Item Type   Reference To Object   N N N N    
EvaluatedBy Evaluated by Who evaluated the case Reference To Object
  1. User
N N N N    
EvaluationDate Evaluation date Date of the case evaluation Date   N N N N    
ExpectedBusinessValue Expected Business Value   Text Area (2000)   N N N N    
ExpectedROI Expected ROI   Numeric (Double)   N N N N    
ExternalID External ID   Text (2000)   N N N N [GUID]  
GoalsAchieved Goals achieved   Toggle   N N N N    
Justification Justification   Text Area (2000)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Mandatory Mandatory Whether resolution of the case is mandatory Toggle   N N N N False  
ObjectAlias Alias   URL (256)   N N N N    
OpenedBy Opened by Who opened the case Reference To Object
  1. User
N N N N    
OpeningDate Date Opened Date of opening a case Date   N N N N    
OriginatedFrom Originated from   Reference To Object
  1. WorkItem
N N N N    
Owner Owner User that owns the case Reference To Object
  1. User
N N N N    
PercentCompleted % Complete   Numeric (Double)   N N N N 0.0  
PlainText PlainText of Description   Text Area   N N N N    
PlannedFor Resolved In Project Project planned for the case resolution Reference To Object
  1. Project
N N N N    
PlannedSavings Planned Savings   Text Area (2000)   N N N N    
Priority Priority   Numeric (Integer)   N N N N 0  
RejectDetails Reject details Description of reasons and other details to reject the case Text Area (2000)   N N N N    
RejectedBy Rejected by Who rejected the case Reference To Object
  1. User
N N N N    
RejectionDate Rejection date Date of the case rejection Date   N N N N    
RemainingEffort Remaining Effort   Duration   N N N N 0 h  
RemainingEffortManuallySet Remaining Effort Manually Set   Toggle   N N N N false  
ReopenedBy Reopened by Who reopened the case Reference To Object
  1. User
N N N N    
ReopeningDate Reopened date Date when the case reopened Date   N N N N    
ReopenReasons Reopen reasons Description of reasons to reopen the case Text Area (2000)   N N N N    
ReportedBy Reported By   Reference To Object
  1. User
  2. ContactPerson
N N N N    
ReportedbyCustomer Reported by Customer Reported by a customer Toggle   N N N N    
ReportedByMail Reported By Email   Text (256)   N N N N    
ResolutionDetails Resolution Details Description of resolution Text Area (2000)   N N N N    
ResolvedBy Resolved by Who resolved the case Reference To Object
  1. User
N N N N    
ResolvedDate Resolved date Date when the case was resolved Date   N N N N    
Score Total Score Score = Business Impact * Expected ROI Numeric (Double)   N N N N    
Severity Importance Importance Pick List
  1. Severity
N Y N Y  
  1. Critical
  2. High
  3. Low
  4. Medium
SfExternalId SalesForce ID   Text (256)   N N N N    
SfExternalName SalesForce Name   Text (256)   N N N N    
State State   Pick List
  1. CaseState
N Y Y Y  
  1. Closed
  2. Deferred
  3. Duplicated
  4. In Work
  5. Not Reproducible
  6. Opened
  7. Rejected
  8. Resolved
  9. Submitted
SubmissionDate Submission date Date of the case submission Date   N N N N    
SubmittedBy Submitted by Who submitted the case Reference To Object
  1. User
N N N N    
SYSID ID System generated unique ID Text (40)   N N N N    
Title Title Title String   N N Y N    
Work Work   Duration   N N N N 0 h  
WorkManuallySet Effort Manually Set   Toggle   N N N N false  
WorkVariance Work Variance Work Variance = Work - Actual Effort Duration   N N N N    
ZdExternalId Zendesk ID   Text (256)   N N N N    
ZdExternalName Zendesk Name   Text (256)   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

Risk

External Name Risk
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. Customers
  2. AllTeamMembers
  3. Followers
  4. NotificationsForObject
  5. WorkItems
  6. Team
  7. Groups
  8. Discussions
  9. LikedBy
  10. DirectFollowers
  11. Topics
  12. Documents
  13. AttachedPosts
  14. AttachedNotes
  15. AttachedEmails
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
ActualEffort Actual Effort   Duration   N N N N 0 h  
AssignedTo Assigned to Who is currently assigned Reference To Object
  1. User
N N N N    
AssignmentDate Assignment date Date of assignment Date   N N N N    
BusinessAlignment Business Alignment   Text Area (2000)   N N N N    
BusinessImpact Business Impact   Pick List
  1. CaseBusinessImpact
N Y N Y  
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
Category Category   Text (256)   N N N N    
ClosedBy Closed by Who closed the case Reference To Object
  1. User
N N N N    
ClosureDate Closed date Date of the case closure Date   N N N N    
Comment Comment   Text Area (2000)   N N N N    
ContingencyPlan Contingency Plan Description of the contingency plan Text Area (2000)   N N N N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
DeferReasons Defer reasons Description of deferment reasons the case Text Area (2000)   N N N N    
DeferredBy Deferred by Who deferred the case Reference To Object
  1. User
N N N N    
DeferringDate Deferred date Date of the case was deferred Date   N N N N    
Description Description   Text Area   N N N N    
DueDate Due date Target date to provide solution Date   N N N N    
DuplicateTo Duplicate To   Text (256)   N N N N    
EntityType Item Type   Reference To Object   N N N N    
EvaluatedBy Evaluated by Who evaluated the case Reference To Object
  1. User
N N N N    
EvaluationDate Evaluation date Date of the case evaluation Date   N N N N    
ExpectedBusinessValue Expected Business Value   Text Area (2000)   N N N N    
ExpectedROI Expected ROI   Numeric (Double)   N N N N    
ExternalID External ID   Text (2000)   N N N N [GUID]  
GoalsAchieved Goals achieved   Toggle   N N N N    
Impact Impact Enter a number that represents the risk impact. The value will be used along with the % Probability field to calculate the Risk Rate Numeric (Integer)   N N N N    
Justification Justification   Text Area (2000)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Mandatory Mandatory Whether resolution of the case is mandatory Toggle   N N N N False  
MitigationPlan Response Plan Description Description of the response plan Text Area (2000)   N N N N    
ObjectAlias Alias   URL (256)   N N N N    
OpenedBy Opened by Who opened the case Reference To Object
  1. User
N N N N    
OpeningDate Date Opened Date of opening a case Date   N N N N    
OriginatedFrom Originated from   Reference To Object
  1. WorkItem
N N N N    
Owner Owner User that owns the case Reference To Object
  1. User
N N N N    
PercentCompleted % Complete   Numeric (Double)   N N N N 0.0  
PercentProbability % Probability Probability of occurrence Numeric (Double)   N N N N    
PlainText PlainText of Description   Text Area   N N N N    
PlannedFor Resolved In Project Project planned for the case resolution Reference To Object
  1. Project
N N N N    
PlannedSavings Planned Savings   Text Area (2000)   N N N N    
Priority Priority   Numeric (Integer)   N N N N 0  
RejectDetails Reject details Description of reasons and other details to reject the case Text Area (2000)   N N N N    
RejectedBy Rejected by Who rejected the case Reference To Object
  1. User
N N N N    
RejectionDate Rejection date Date of the case rejection Date   N N N N    
RemainingEffort Remaining Effort   Duration   N N N N 0 h  
RemainingEffortManuallySet Remaining Effort Manually Set   Toggle   N N N N false  
ReopenedBy Reopened by Who reopened the case Reference To Object
  1. User
N N N N    
ReopeningDate Reopened date Date when the case reopened Date   N N N N    
ReopenReasons Reopen reasons Description of reasons to reopen the case Text Area (2000)   N N N N    
ReportedBy Reported By   Reference To Object
  1. User
  2. ContactPerson
N N N N    
ReportedbyCustomer Reported by Customer Reported by a customer Toggle   N N N N    
ReportedByMail Reported By Email   Text (256)   N N N N    
ResolutionDetails Resolution Details Description of resolution Text Area (2000)   N N N N    
ResolvedBy Resolved by Who resolved the case Reference To Object
  1. User
N N N N    
ResolvedDate Resolved date Date when the case was resolved Date   N N N N    
RiskRate Risk Rate Risk rating is measured by Impact * %Probability Numeric (Double)   N N N N    
RiskState Risk Strategy Strategy of the risk Pick List
  1. RiskState
N Y N Y  
  1. Accepted
  2. Avoided
  3. Contingent
  4. Mitigated
  5. Transferred
Score Total Score Score = Business Impact * Expected ROI Numeric (Double)   N N N N    
Severity Importance Importance Pick List
  1. Severity
N Y N Y  
  1. Critical
  2. High
  3. Low
  4. Medium
State State   Pick List
  1. CaseState
N Y Y Y  
  1. Closed
  2. Deferred
  3. Duplicated
  4. In Work
  5. Not Reproducible
  6. Opened
  7. Rejected
  8. Resolved
  9. Submitted
SubmissionDate Submission date Date of the case submission Date   N N N N    
SubmittedBy Submitted by Who submitted the case Reference To Object
  1. User
N N N N    
SYSID ID System generated unique ID Text (40)   N N N N    
Title Title Title String   N N Y N    
TriggerDate Trigger Date Trigger Date of the incident Date   N N N N    
Work Work   Duration   N N N N 0 h  
WorkManuallySet Effort Manually Set   Toggle   N N N N false  
WorkVariance Work Variance Work Variance = Work - Actual Effort Duration   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

CaseCustomerLink Back to top

CaseCustomerLink

External Name Case Customer Link
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

Comment Back to top

Comment

External Name Collaboration Items
Availability After Deletion Available in Recycle Bin
Child Classes
  1. Post
  2. Note
  3. Email
Relations
  1. AttachedComments
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
AttachedTo Related Entity   Reference To Object
  1. WorkItem
  2. ExpenseSheet
  3. Case
N N Y N    
Comment Comment   Text Area   N N N N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Name Name   String   N N N N    
PlainText Text   Text Area   N N N N    
Visibility Visibility   Pick List
  1. CommentType
N Y Y N  
  1. Private
  2. Public
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

Email

External Name Email
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
AttachedTo Related Entity   Reference To Object
  1. WorkItem
  2. Case
  3. Customer
  4. Report
  5. Dashboard
N N Y N    
Comment Comment   Text Area   N N N N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
PlainText Text   Text Area   N N N N    
SentBy Sent By   Reference To Object
  1. User
  2. ContactPerson
N N N N    
Subject Name   String   N N N N    
Visibility Visibility   Pick List
  1. CommentType
N Y Y N  
  1. Private
  2. Public
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.
String

Note

External Name Note
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. AttachedComments
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
AttachedTo Related Entity   Reference To Object
  1. WorkItem
  2. Case
  3. Customer
  4. User
N N Y N    
Comment Comment   String   N N Y N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Name Name   String   N N N N    
PlainText Text   Text Area   N N N N    
RelatedDate Related Date   Date   N N N N    
Visibility Visibility   Pick List
  1. CommentType
N Y Y N  
  1. Private
  2. Public
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

Post

External Name V5 Post
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
AttachedTo Related Entity   Reference To Object
  1. WorkItem
  2. ExpenseSheet
  3. Case
N N N N    
Comment Comment   Text Area   N N Y N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Name Name   String   N N N N    
PlainText Text   Text Area   N N N N    
Visibility Visibility   Pick List
  1. CommentType
N Y Y N  
  1. Private
  2. Public
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

ContactPerson Back to top

ContactPerson

External Name Contact Person
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. RecipientOfEmails
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
Customer Customer   Reference To Object
  1. Customer
N N N N    
Department Department   Text (256)   N N N N    
Description Description   Text Area (512)   N N N N    
Email Email   Text (256)   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
FaxNumber Fax Number   Text (256)   N N N N    
FirstName First Name   Text (256)   N N N N    
ImageUrl ImageUrl   Text (256)   N N N N    
LastDateContacted Last date contacted   Date   N N N N    
LastName Last Name   Text (256)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
MainContact Main contact       N N N N false  
MobilePhone Mobile Phone   Text (256)   N N N N    
Name Name   String   N N Y N    
OfficePhone Office Phone   Text (256)   N N N N    
SfExternalId SalesForce ID   Text (256)   N N N N    
SfExternalName SalesForce Name   Text (256)   N N N N    
TimeZone Time Zone   Pick List
  1. TimeZone
N Y N N  
  1. Afghanistan Standard Time
  2. Alaskan Standard Time
  3. Arab Standard Time
  4. Arabian Standard Time
  5. Arabic Standard Time
  6. Argentina Standard Time
  7. Atlantic Standard Time
  8. AUS Central Standard Time
  9. AUS Eastern Standard Time
  10. Azerbaijan Standard Time
  11. Azores Standard Time
  12. Canada Central Standard Time
  13. Cape Verde Standard Time
  14. Caucasus Standard Time
  15. Cen. Australia Standard Time
  16. Central America Standard Time
  17. Central Asia Standard Time
  18. Central Brazilian Standard Time
  19. Central Europe Standard Time
  20. Central European Standard Time
  21. Central Pacific Standard Time
  22. Central Standard Time
  23. Central Standard Time (Mexico)
  24. China Standard Time
  25. Dateline Standard Time
  26. E. Africa Standard Time
  27. E. Australia Standard Time
  28. E. Europe Standard Time
  29. E. South America Standard Time
  30. Eastern Standard Time
  31. Egypt Standard Time
  32. Ekaterinburg Standard Time
  33. Fiji Standard Time
  34. FLE Standard Time
  35. Georgian Standard Time
  36. GMT Standard Time
  37. Greenland Standard Time
  38. Greenwich Standard Time
  39. GTB Standard Time
  40. Hawaiian Standard Time
  41. India Standard Time
  42. Iran Standard Time
  43. Israel Standard Time
  44. Jordan Standard Time
  45. Kamchatka Standard Time
  46. Korea Standard Time
  47. Mauritius Standard Time
  48. Mid-Atlantic Standard Time
  49. Middle East Standard Time
  50. Montevideo Standard Time
  51. Morocco Standard Time
  52. Mountain Standard Time
  53. Mountain Standard Time (Mexico)
  54. Myanmar Standard Time
  55. N. Central Asia Standard Time
  56. Namibia Standard Time
  57. Nepal Standard Time
  58. New Zealand Standard Time
  59. Newfoundland Standard Time
  60. North Asia East Standard Time
  61. North Asia Standard Time
  62. Pacific SA Standard Time
  63. Pacific Standard Time
  64. Pacific Standard Time (Mexico)
  65. Pakistan Standard Time
  66. Paraguay Standard Time
  67. Romance Standard Time
  68. Russian Standard Time
  69. SA Eastern Standard Time
  70. SA Pacific Standard Time
  71. SA Western Standard Time
  72. Samoa Standard Time
  73. SE Asia Standard Time
  74. Singapore Standard Time
  75. South Africa Standard Time
  76. Sri Lanka Standard Time
  77. Taipei Standard Time
  78. Tasmania Standard Time
  79. Tokyo Standard Time
  80. Tonga Standard Time
  81. Ulaanbaatar Standard Time
  82. US Eastern Standard Time
  83. US Mountain Standard Time
  84. UTC
  85. Venezuela Standard Time
  86. Vladivostok Standard Time
  87. W. Australia Standard Time
  88. W. Central Africa Standard Time
  89. W. Europe Standard Time
  90. West Asia Standard Time
  91. West Pacific Standard Time
  92. Yakutsk Standard Time
Title Title   Text (256)   N N N N    
URL External profile URL   Text (4096)   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

Customer Back to top

Customer

External Name Customer
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. AttachedNotes
  2. AttachedEmails
  3. Followers
  4. Contacts
  5. Projects
  6. Issues
  7. Documents
  8. Groups
  9. Discussions
  10. LikedBy
  11. DirectFollowers
  12. Topics
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
AccountStatus Account Status   Pick List
  1. AccountStatus
N Y N Y  
  1. Customer
  2. Customer Lost
  3. Lead
  4. Prospect
  5. Prospect Lost
  6. WIP
BillingAddress Billing Address   Text (1024)   N N N N    
BusinessAddress Business Address   Text (1024)   N N N N    
CompanySize Company Size   Pick List
  1. CompanySize
N Y N Y  
  1. 10000+
  2. 1001-5000
  3. 1-10
  4. 11-50
  5. 201-500
  6. 5001-10000
  7. 501-1000
  8. 51-200
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
CustomerSuccessStatus Customer Success Status   Pick List
  1. CustomerSuccessStatus
N Y N Y  
  1. Customer Retention
  2. On Boarding
  3. On Going
CustomerValue Customer Value   Currency (Money)   Y N N N    
Description Description   Text Area (512)   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
ImageUrl ImageUrl   Text (256)   N N N N    
Industry Industry   Pick List
  1. Industry
N Y N Y  
  1. Accounting
  2. Advertising
  3. Airline/Aviation
  4. Apparel & Fashion
  5. Architecture & Planning
  6. Automotive
  7. Aviation / Aerospace / Defense
  8. Banking
  9. Biotechnology
  10. Business supplies & Equipment
  11. Communication
  12. Computer Hardware
  13. Computer Software
  14. Construction
  15. Consulting & Professional Services
  16. Consumer Electronics
  17. Consumer Goods
  18. Creative
  19. Defense & Space
  20. Education
  21. Electrical & Electronic Manufacturing
  22. Energy
  23. Energy & Natural Resources
  24. Engineering
  25. Environmental services
  26. Events services
  27. Farming
  28. Financial Services
  29. Food Production
  30. Freight services / Cargo / Shipping / Logistics
  31. Fundraising
  32. Gambling & Casino
  33. Gas
  34. Government
  35. Graphic Design
  36. Health
  37. Hospital & Healthcare
  38. Hospitality
  39. Human Resources
  40. Individual and Family services
  41. Information Technology and services
  42. Institutions and Public Libraries
  43. Insurance
  44. International Trade
  45. Legal
  46. Leisure & Travel
  47. Manufacturing
  48. Market Research
  49. Marketing & Advertising
  50. Media Production & Broadcast
  51. Media Services
  52. Military
  53. Mining & Metals
  54. Motion Pictures & Films
  55. Museums
  56. Music
  57. New Product Development
  58. Non-Profit / Philanthropy
  59. Oil
  60. Operation
  61. Other
  62. Outsourcing / Offshoring
  63. Pharmaceuticals
  64. Political Organizations / Public Sector
  65. Printing
  66. Professional Services
  67. Professional Training & Coaching
  68. Project / Program Management
  69. Real Estate
  70. Religious Institutions
  71. Research
  72. Reseller
  73. Retail
  74. Semiconductors
  75. Software
  76. Staffing and Recruiting
  77. Telecommunications & Wireless
  78. Textiles
  79. Transportation / Tracking / Railroad
  80. Utilities
  81. Venture Capital
  82. Warehousing
  83. Wellness & fitness
  84. Wholesale
InternalId Internal Customer ID Internal identifier of customer Text (256)   N N N N    
LastDateContacted Last date contacted   Date   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
MarketingSource Marketing Source   Text (2048)   N N N N    
Name Customer Name   String   N N Y N    
OfficePhone Phone   Text (256)   N N N N    
Owner Account Owner   Reference To Object
  1. User
N N N N    
Region Region   Pick List
  1. Region
N Y N Y  
  1. A/P
  2. Americas
  3. EMEA
  4. Japan
  5. ROW
SfExternalId SalesForce ID   Text (256)   N N N N    
SfExternalName SalesForce Name   Text (256)   N N N N    
State State   Pick List
  1. State
N Y N N  
  1. Active
  2. Inactive
SYSID ID System generated unique ID Text (40)   N N N N    
TechnicalAccountManager Technical Account Manager   Reference To Object
  1. User
N N N N    
Tier Tier   Pick List
  1. Tier
N Y N Y  
  1. Tier 1
  2. Tier 2
  3. Tier 3
  4. Tier 4
URL Website URL   URL (4096)   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

CustomerLink Back to top

CustomerLink

External Name Project Customer Link
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

DependencyLink Back to top

DependencyLink

External Name Dependency
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

DiscussionLink Back to top

DiscussionLink

External Name Discussion Links
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

DiscussionMessage Back to top

DiscussionMessage

External Name Discussion Message
Availability After Deletion Available in Recycle Bin
Child Classes
  1. DiscussionPost
  2. DiscussionReply
Relations
  1. Documents
  2. Lines
  3. WorkItems
  4. Cases
  5. Customers
  6. ExpenseSheets
  7. ExpenseEntries
  8. Reports
  9. LikedBy
  10. Replies
  11. Topics
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Body Body   String   N N Y N    
Container Container   Reference To Object
  1. Group
  2. WorkItem
  3. Case
  4. Document
  5. ExpenseSheet
  6. User
  7. Customer
  8. Expense
  9. Topic
  10. FoldersAndReports
N N Y N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (256)   N N N N [GUID]  
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
ObjectAlias Alias   URL (256)   N N N N    
Post Post   Reference To Object
  1. DiscussionPost
N N Y N    
State State   Pick List
  1. PostState
N Y N Y  
  1. Active
  2. Closed
Style Style   Text (2000)   N N N N    
Text Text   String   N N N N    
Type Type   Pick List
  1. PostType
N Y N Y  
  1. ProofInformation
  2. StatusUpdate
  3. SystemMessage
Via Via   Text (512)   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

DiscussionPost

External Name Post
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. Replies
  2. Topics
  3. Documents
  4. Lines
  5. WorkItems
  6. Cases
  7. Customers
  8. ExpenseSheets
  9. ExpenseEntries
  10. Reports
  11. LikedBy
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Body Body   String   N N Y N    
Container Container   Reference To Object
  1. Group
  2. WorkItem
  3. Case
  4. Document
  5. ExpenseSheet
  6. User
  7. Customer
  8. Expense
  9. Topic
  10. FoldersAndReports
N N Y N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (256)   N N N N [GUID]  
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
ObjectAlias Alias   URL (256)   N N N N    
Post Post   Reference To Object
  1. DiscussionPost
N N Y N    
RepliesCount # of Replies   Numeric (Long)   N N N N 0  
State State   Pick List
  1. PostState
N Y N Y  
  1. Active
  2. Closed
Style Style   Text (2000)   N N N N    
Text Text   String   N N N N    
Type Type   Pick List
  1. PostType
N Y N Y  
  1. ProofInformation
  2. StatusUpdate
  3. SystemMessage
Via Via   Text (512)   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

DiscussionReply

External Name Reply
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. Documents
  2. Lines
  3. WorkItems
  4. Cases
  5. Customers
  6. ExpenseSheets
  7. ExpenseEntries
  8. Reports
  9. LikedBy
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Body Body   String   N N Y N    
Container Container   Reference To Object
  1. Group
  2. WorkItem
  3. Case
  4. Document
  5. ExpenseSheet
  6. User
  7. Customer
  8. Expense
  9. Topic
  10. FoldersAndReports
N N Y N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (256)   N N N N [GUID]  
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
MarkedType Marked Type   Pick List
  1. ReplyMarkedType
N Y N Y  
  1. Decision
  2. Important
ObjectAlias Alias   URL (256)   N N N N    
Post Post   Reference To Object
  1. DiscussionPost
N N Y N    
State State   Pick List
  1. PostState
N Y N Y  
  1. Active
  2. Closed
Style Style   Text (2000)   N N N N    
Text Text   String   N N N N    
Type Type   Pick List
  1. PostType
N Y N Y  
  1. ProofInformation
  2. StatusUpdate
  3. SystemMessage
Via Via   Text (512)   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

Document Back to top

Document

External Name File
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. Followers
  2. ProofReviewers
  3. Lines
  4. WorkItems
  5. ExpenseEntries
  6. Issues
  7. Groups
  8. DiscussionMessages
  9. Customers
  10. ExpenseSheets
  11. Users
  12. Reports
  13. Dashboards
  14. Discussions
  15. LikedBy
  16. DirectFollowers
  17. Topics
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Content Content   Text   N N N N    
ContentLength ContentLength   Numeric (Integer)   N N N N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
Description Description   Text Area (512)   N N N N    
DocumentType Document Type   Pick List
  1. DocumentType
N Y N Y  
  1. Administration
  2. Agreement
  3. Background Document
  4. Budget
  5. Capability Statement
  6. CV
  7. Design Document
  8. General
  9. Guideline
  10. Invoice
  11. Proposal/Tenders
  12. Report
  13. Requirement
  14. Specification
  15. Summary
  16. Terms of Reference
  17. Training
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
FileModificationDate File Modification Date   Date   N N N N    
FileType File Type   Pick List
  1. FileType
N Y N Y [NULL]
  1. Calendar
  2. Document
  3. GanttWidget
  4. Image
  5. Link
  6. PDF
  7. Presentation
  8. RoadmapWidget
  9. Spreadsheet
  10. Text
  11. Word
IsBeingProofed Under Proofing   Toggle   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Name Name   String   N N N N    
ProofDecision Proof Decision   Text (512)   N N N N    
ProofLastUpdatedOn Proof Last Updated On   Date   N N N N    
ProofOwner Proof Owner   Reference To Object
  1. User
N N N N    
ProofUpdateCompletedOn Proof Update Completed On   Date   N N N N    
StorageType Storage Type   Pick List
  1. StorageType
N Y N N  
  1. Box Doc
  2. File
  3. Google Doc
  4. Link to a Webpage
  5. Shortcut
SYSID ID System generated unique ID Text (40)   N N N N    
Url Url   Text (256)   N N N N    
ViewerUrl Viewer Url   Text (512)   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

Expense Back to top

Expense

External Name Expense
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. Documents
  2. Followers
  3. Discussions
  4. LikedBy
  5. DirectFollowers
  6. Topics
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Amount Amount Expense payment in organization currency Currency (Money)   N N N N    
Billable Billable Whether expense is billable Toggle   N N N N True  
BillingAmount Billing Amount Amount billed to a customer Currency (Money)   N N N N    
Category Expense Category   Pick List
  1. ExpenseCategory
N Y N Y  
  1. Airfare
  2. Books / Magazines
  3. CAPEX
  4. Car Rental
  5. Cost of Goods Sold
  6. Entertainment
  7. Equipment Rentals
  8. External
  9. Freeway Tolls
  10. Gasoline
  11. Hosting a customer / visitor
  12. Hotel
  13. Internal
  14. Internet Services
  15. IT Equipment & Software
  16. Local Transportation
  17. Materials
  18. Meals
  19. Mileage
  20. Miscellaneous
  21. Office Furniture & Furnishings
  22. Office Services
  23. OPEX
  24. Outsourcing
  25. Parking
  26. Per Diems
  27. Postage & Stationary
  28. Supplier
  29. Taxis
  30. Telephone
  31. Train/Bus Intercity/country
  32. Travel Agent Fees
  33. Travel Insurance
  34. Travel Vaccinations
  35. VAT
  36. Visas & Passports
Charged Charged   Toggle   N N N N False  
Comment Comment   Text Area (2000)   N N N N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
DateIncurred Date Incurred Date of expense Date   N N Y N    
DateInvoiced Date Invoiced Case date of the invoice corresponding to the expense Date   N N Y N    
Description Description Purpose of the expense String   N N Y N    
EntityType Item Type   Reference To Object   N N N N    
ExchangeRate Exchange Rate Exchange rate to be applied (Local Amount/Exchange Rate = Amount) Numeric (Double)   N N N N    
ExpenseSheet Expense Sheet   Reference To Object
  1. ExpenseSheet
N N Y N    
ExternalID External ID   Text (40)   N N N N [GUID]  
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
LocalAmount Local Amount Expense in local currency if different from default currency Currency (Money)   N N N N    
Receipt Receipt Whether reciept is available Toggle   N N N N    
Reimburse Reimburse Whether expense needs to be reimbursed Toggle   N N N N True  
WorkItem Work Item Related work item Reference To Object
  1. WorkItem
N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

ExpenseSheet Back to top

ExpenseSheet

External Name Expense Sheet
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. Documents
  2. AttachedPosts
  3. Followers
  4. Expenses
  5. Discussions
  6. LikedBy
  7. DirectFollowers
  8. Topics
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
ApprovalDate Approval date Date of approval Date   N N N N    
ApprovedBy Approved by Name of the person that approved the sheet Reference To Object
  1. User
N N N N    
Approver Approver Person that should approve the expense sheet Reference To Object
  1. User
N N N N    
BillableTotal Billable Total Total of the Billing amount of the entire expense sheet in the organization currency Currency (Money)   N N N N 0.0  
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
Date Date Date of the expense sheet Date   N N Y N    
Description Description Purpose of the entire expense String   N N Y N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Owner Owner Owner of the expense sheet Reference To Object
  1. User
N N Y N    
Project Default Project If you haven't specified a Work Item per expense entry, they will be linked to this Default Project Reference To Object
  1. Project
N N N N    
ReimbursedTotal Reimbursed Total Total for pay back in organization currency Currency (Money)   N N N N 0.0  
State State State of the expense sheet Pick List
  1. State
N Y N N  
  1. Approved
  2. Deferred
  3. Draft
  4. Submitted
SubmittedOn Submitted On Date of submission for approval Date   N N N N    
SYSID ID   Text (40)   N N N N    
Total Total Total of entire expense sheet in the organization currency Currency (Money)   N N N N 0.0  
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

FolderContentLink Back to top

FolderContentLink

External Name Folder Content
Availability After Deletion Permanently Deleted
Child Classes
  1. ReportsHierarchyLink
  2. ReportShortcutLink
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

ReportsHierarchyLink

External Name Reports Hierarchy
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

ReportShortcutLink

External Name Report Shortcut
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

FoldersAndReports Back to top

Dashboard

External Name Dashboard
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. Documents
  2. AttachedEmails
  3. OwnerDashboard
  4. DirectFollowers
  5. Followers
  6. WhereUsedAsShortcutReport
  7. DefinedResources
  8. Discussions
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
Description Description   Text Area (512)   N N N N    
EntityOwner Entity Owner   Reference To Object
  1. User
N N Y N    
EntityType Entity Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
ImageUrl ImageUrl   Text (256)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Name Name   String   N N Y N    
OccurenceDuration Occurence Duration   Duration   N N N N 1 d  
Occurrences Occurrences   Numeric (Integer)   N N N N    
RecurrenceDayOfMonth Recurrence at Date   Numeric (Integer)   N N N N    
RecurrenceEndDate End date   Date   N N N N    
RecurrenceInterval Period of Recurrence   Numeric (Integer)   N N N N 1  
RecurrenceMonthOfYear Month   Pick List
  1. Months
N Y N N  
  1. April
  2. August
  3. December
  4. February
  5. January
  6. July
  7. June
  8. March
  9. May
  10. November
  11. October
  12. September
RecurrenceStartDate Start date   Date   N N N N    
RecurrenceType Recurrence   Pick List
  1. RecurrenceType
N Y Y N  
  1. Daily
  2. Monthly
  3. Not recurring
  4. Weekly
  5. Yearly
Scheduled Scheduled   Toggle   N N N N    
SchedulerCc Scheduler Cc   Text Area   N N N N    
SchedulerExportAs Scheduler Export As   Pick List
  1. ReportExtensionType
N Y N N  
  1. CSV
  2. XLS
SchedulerNotificationBody Scheduler Notification Body   String   N N N N    
SchedulerNotificationSubject Scheduler Notification Subject   Text (256)   N N N N    
SchedulerNotificationType Scheduler Notificatio Type   Numeric (Integer)   N N N N    
SchedulerPostNotifiers Scheduler Post Notifiers   Text (256)   N N N N    
SchedulerPostTopics Scheduler Post Topics   Text (256)   N N N N    
SchedulerPreferredTime Scheduler Preferred Time   Numeric (Integer)   N N N N    
SchedulerSaveExportedData Scheduler Save Exported Data   Toggle   N N N N false  
SchedulerTo Scheduler To   Text Area   N N N N    
SYSID ID System generated unique ID Text (40)   N N N N    
WeekDays Weekly Recurrence at Days   Numeric (Integer)   N N N N    
WorkdaysOnly Daily Recurrence - Working days   Toggle   N N N N false  
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

FolderForReport

External Name Reports Folder
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. AllSubItems
  2. ReportsInFolder
  3. ShortcutsReports
  4. DefinedResources
  5. Discussions
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
Description Description   Text Area (512)   N N N N    
EntityOwner Entity Owner   Reference To Object
  1. User
N N Y N    
EntityType Entity Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
ImageUrl ImageUrl   Text (256)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Name Name   String   N N Y N    
SYSID ID System generated unique ID Text (40)   N N N N    

Report

External Name Report
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. Documents
  2. AttachedEmails
  3. PanelReport
  4. DirectFollowers
  5. Followers
  6. WhereUsedAsShortcutReport
  7. DefinedResources
  8. Discussions
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
Description Description   Text Area (512)   N N N N    
Editable Editable Is report editable Toggle   N N N N    
EntityOwner Entity Owner   Reference To Object
  1. User
N N Y N    
EntityType Entity Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
ImageUrl ImageUrl   Text (256)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Name Name   String   N N Y N    
OccurenceDuration Occurence Duration   Duration   N N N N 1 d  
Occurrences Occurrences   Numeric (Integer)   N N N N    
RecurrenceDayOfMonth Recurrence at Date   Numeric (Integer)   N N N N    
RecurrenceEndDate End date   Date   N N N N    
RecurrenceInterval Period of Recurrence   Numeric (Integer)   N N N N 1  
RecurrenceMonthOfYear Month   Pick List
  1. Months
N Y N N  
  1. April
  2. August
  3. December
  4. February
  5. January
  6. July
  7. June
  8. March
  9. May
  10. November
  11. October
  12. September
RecurrenceStartDate Start date   Date   N N N N    
RecurrenceType Recurrence   Pick List
  1. RecurrenceType
N Y Y N  
  1. Daily
  2. Monthly
  3. Not recurring
  4. Weekly
  5. Yearly
Scheduled Scheduled   Toggle   N N N N    
SchedulerCc Scheduler Cc   Text Area   N N N N    
SchedulerExportAs Scheduler Export As   Pick List
  1. ReportExtensionType
N Y N N  
  1. CSV
  2. XLS
SchedulerNotificationBody Scheduler Notification Body   String   N N N N    
SchedulerNotificationSubject Scheduler Notification Subject   Text (256)   N N N N    
SchedulerNotificationType Scheduler Notificatio Type   Numeric (Integer)   N N N N    
SchedulerPostNotifiers Scheduler Post Notifiers   Text (256)   N N N N    
SchedulerPostTopics Scheduler Post Topics   Text (256)   N N N N    
SchedulerPreferredTime Scheduler Preferred Time   Numeric (Integer)   N N N N    
SchedulerSaveExportedData Scheduler Save Exported Data   Toggle   N N N N false  
SchedulerTo Scheduler To   Text Area   N N N N    
SYSID ID System generated unique ID Text (40)   N N N N    
WeekDays Weekly Recurrence at Days   Numeric (Integer)   N N N N    
WorkdaysOnly Daily Recurrence - Working days   Toggle   N N N N false  
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

Following Back to top

Following

External Name Following
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
Entity Item   Reference To Object
  1. User
  2. Topic
  3. WorkItem
  4. Case
  5. ExpenseSheet
  6. Expense
  7. Customer
  8. Document
  9. ReportAndDashboard
N N Y N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
Follow Follow   Toggle   N N N N True  
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
User User   Reference To Object
  1. User
N N Y N    

GroupLink Back to top

GroupCaseLink

External Name Group Case Link
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

GroupCustomerLink

External Name Group Customer Link
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

GroupLink

External Name Group Link
Availability After Deletion Permanently Deleted
Child Classes
  1. GroupProjectLink
  2. GroupTaskLink
  3. GroupCustomerLink
  4. GroupCaseLink
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

GroupProjectLink

External Name Group Project Link
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

GroupTaskLink

External Name Group Task Link
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

IssueTeamMembers Back to top

IssueTeamMembers

External Name Case Team
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Case Case   Reference To Object
  1. Case
N N Y N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
TeamMember Team Member   Reference To Object
  1. User
N N Y N    

Like Back to top

Like

External Name Like
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
Entity Item   Reference To Object
  1. DiscussionMessage
  2. WorkItem
  3. Case
  4. ExpenseSheet
  5. Expense
  6. Customer
  7. Document
  8. UserGroup
  9. DiscussionGroup
  10. JobTitle
  11. Skill
  12. Topic
N N Y N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
User User   Reference To Object
  1. User
N N Y N    

MembershipLink Back to top

GroupMembershipLink

External Name Group Member
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

MembershipLink

External Name Membership
Availability After Deletion Permanently Deleted
Child Classes
  1. SubGroupHierarchyLink
  2. GroupMembershipLink
  3. SkillLink
  4. ProfileLink
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

ProfileLink

External Name Profile Link
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

SkillLink

External Name Skill Link
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

SubGroupHierarchyLink

External Name Group Hierarchy
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

Organization Back to top

Organization

External Name Organization
Availability After Deletion Permanently Deleted
Child Classes  
Relations
  1. AllUsers
  2. NotificationsForObject
  3. ErrorNotifications
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
CostOvertimeRate Cost Overtime Hourly Rate   Currency (Money)   Y N N N    
CostRegularRate Cost Regular Hourly Rate   Currency (Money)   Y N N N    
Country Country   Pick List
  1. Countries
N Y Y N  
  1. Afghanistan
  2. Albania
  3. Algeria
  4. American Samoa
  5. Andorra
  6. Angola
  7. Anguilla
  8. Antigua And Barbuda
  9. Argentina
  10. Armenia
  11. Aruba
  12. Australia
  13. Austria
  14. Azerbaijan
  15. Bahamas
  16. Bahrain
  17. Bangladesh
  18. Barbados
  19. Belarus
  20. Belgium
  21. Belize
  22. Benin
  23. Bermuda
  24. Bhutan
  25. Bolivia
  26. Bosnia and Herzegovina
  27. Botswana
  28. Brazil
  29. British Indian Ocean Territory
  30. Brunei Darussalam
  31. Bulgaria
  32. Burkina Faso
  33. Burundi
  34. Cambodia
  35. Cameroon
  36. Canada
  37. Caribbean Nations
  38. Cayman Islands
  39. Central African Republic
  40. Chile
  41. China
  42. Colombia
  43. Congo The Democratic Republic Of The
  44. Cook Islands
  45. Costa Rica
  46. Cote D'ivoire
  47. Croatia
  48. Cuba
  49. Cyprus
  50. Czech Republic
  51. Denmark
  52. Djibouti
  53. Dominican Republic
  54. Ecuador
  55. Egypt
  56. El Salvador
  57. Equatorial Guinea
  58. Eritrea
  59. Estonia
  60. Ethiopia
  61. Faroe Islands
  62. Federated States of Micronesia
  63. Fiji
  64. Finland
  65. France
  66. French Guiana
  67. French Polynesia
  68. Gabon
  69. Gambia
  70. Georgia
  71. Germany
  72. Ghana
  73. Gibraltar
  74. Greece
  75. Greenland
  76. Grenada
  77. Guadeloupe
  78. Guam
  79. Guatemala
  80. Guinea-bissau
  81. Guyana
  82. Haiti
  83. Holy See (vatican City State)
  84. Honduras
  85. Hong Kong
  86. Hungary
  87. Iceland
  88. India
  89. Indonesia
  90. Iran
  91. Iraq
  92. Ireland
  93. Israel
  94. Italy
  95. Jamaica
  96. Japan
  97. Jersey
  98. Jordan
  99. Kazakhstan
  100. Kenya
  101. Kiribati
  102. Korea
  103. Kuwait
  104. Kyrgyzstan
  105. Land Islands
  106. Lao People's Democratic Republic
  107. Latvia
  108. Lebanon
  109. Lesotho
  110. Liberia
  111. Libyan Arab Jamahiriya
  112. Liechtenstein
  113. Lithuania
  114. Luxembourg
  115. Macau
  116. Macedonia
  117. Madagascar
  118. Malawi
  119. Malaysia
  120. Maldives
  121. Mali
  122. Malta
  123. Mauritania
  124. Mauritius
  125. Mexico
  126. Moldova
  127. Monaco
  128. Mongolia
  129. Morocco
  130. Mozambique
  131. Myanmar
  132. Namibia
  133. Nauru
  134. Nepal
  135. Netherlands
  136. Netherlands Antilles
  137. New Caledonia
  138. New Zealand
  139. Nicaragua
  140. Nigeria
  141. Niue
  142. Norfolk Island
  143. Northern Mariana Islands
  144. Norway
  145. Other
  146. Pakistan
  147. Palau
  148. Palestinian Authority
  149. Panama
  150. Papua New Guinea
  151. Paraguay
  152. Peru
  153. Philippines
  154. Poland
  155. Portugal
  156. Puerto Rico
  157. Qatar
  158. Romania
  159. Russian Federation
  160. Rwanda
  161. Saint Kitts And Nevis
  162. Saint Lucia
  163. Samoa
  164. San Marino
  165. Saudi Arabia
  166. Senegal
  167. Serbia
  168. Serbia and Montenegro
  169. Seychelles
  170. Sierra Leone
  171. Singapore
  172. Slovak Republic
  173. Slovenia
  174. Solomon Islands
  175. South Africa
  176. Spain
  177. Sri Lanka
  178. Sudan
  179. Sultanate of Oman
  180. Suriname
  181. Swaziland
  182. Sweden
  183. Switzerland
  184. Syria
  185. Taiwan
  186. Tajikistan
  187. Tanzania
  188. Thailand
  189. Timor Leste
  190. Togo
  191. Tonga
  192. Trinidad and Tobago
  193. Tunisia
  194. Turkey
  195. Turkmenistan
  196. Tuvalu
  197. Uganda
  198. Ukraine
  199. United Arab Emirates
  200. United Kingdom
  201. United States
  202. Uruguay
  203. Uzbekistan
  204. Vanuatu
  205. Venezuela
  206. Vietnam
  207. Virgin Islands (british)
  208. Virgin Islands (u S )
  209. Wallis And Futuna Islands
  210. Yemen
  211. Yugoslavia
  212. Zambia
  213. Zimbabwe
CountryState State   Pick List
  1. CountryState
N Y N N  
  1. AB
  2. AK
  3. AL
  4. AR
  5. AZ
  6. BC
  7. CA
  8. CO
  9. CT
  10. DC
  11. DE
  12. FL
  13. GA
  14. HI
  15. IA
  16. ID
  17. IL
  18. IN
  19. KS
  20. KY
  21. LA
  22. MA
  23. MB
  24. MD
  25. ME
  26. MI
  27. MN
  28. MO
  29. MS
  30. MT
  31. NB
  32. NC
  33. ND
  34. NE
  35. NH
  36. NJ
  37. NL
  38. NM
  39. NS
  40. NT
  41. NU
  42. NV
  43. NY
  44. OH
  45. OK
  46. ON
  47. OR
  48. PA
  49. PE
  50. QC
  51. RI
  52. SC
  53. SD
  54. SK
  55. TN
  56. TX
  57. UT
  58. VA
  59. VT
  60. WA
  61. WI
  62. WV
  63. WY
  64. YT
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
CustomCss Custom CSS   Text Area   N N N N    
CustomIcon Custom Icon   Pick List
  1. CustomIcon
N Y N Y  
  1. Chart
  2. External system page
  3. Financial data page
  4. Workflow
DefaultCurrency Currency Type   Pick List
  1. CurrencyType
N Y N N  
  1. AED
  2. AFN
  3. ALL
  4. AMD
  5. ANG
  6. AOA
  7. ARS
  8. AUD
  9. AWG
  10. AZN
  11. BAM
  12. BBD
  13. BDT
  14. BGN
  15. BHD
  16. BIF
  17. BMD
  18. BND
  19. BOB
  20. BRL
  21. BSD
  22. BTN
  23. BWP
  24. BYR
  25. BZD
  26. CAD
  27. CDF
  28. CHF
  29. CLF
  30. CLP
  31. CNY
  32. COP
  33. COU
  34. CRC
  35. CUP
  36. CVE
  37. CZK
  38. DJF
  39. DKK
  40. DOP
  41. DZD
  42. EEK
  43. EGP
  44. ERN
  45. ETB
  46. EUR
  47. FJD
  48. FKP
  49. GBP
  50. GEL
  51. GHS
  52. GIP
  53. GMD
  54. GNF
  55. GTQ
  56. GYD
  57. HKD
  58. HNL
  59. HRK
  60. HTG
  61. HUF
  62. IDR
  63. ILS
  64. INR
  65. IQD
  66. IRR
  67. ISK
  68. JMD
  69. JOD
  70. JPY
  71. KES
  72. KGS
  73. KHR
  74. KMF
  75. KPW
  76. KRW
  77. KWD
  78. KYD
  79. KZT
  80. LAK
  81. LBP
  82. LKR
  83. LRD
  84. LSL
  85. LTL
  86. LVL
  87. LYD
  88. MAD
  89. MDL
  90. MGA
  91. MKD
  92. MMK
  93. MNT
  94. MOP
  95. MRO
  96. MUR
  97. MVR
  98. MWK
  99. MXN
  100. MYR
  101. MZN
  102. NAD
  103. NGN
  104. NIO
  105. NOK
  106. NPR
  107. NZD
  108. OMR
  109. PAB
  110. PEN
  111. PGK
  112. PHP
  113. PKR
  114. PLN
  115. PYG
  116. QAR
  117. RON
  118. RSD
  119. RUB
  120. RUR
  121. RWF
  122. SAR
  123. SBD
  124. SCR
  125. SDG
  126. SEK
  127. SGD
  128. SHP
  129. SKK
  130. SLL
  131. SOS
  132. SRD
  133. STD
  134. SYP
  135. SZL
  136. THB
  137. TJS
  138. TMM
  139. TND
  140. TOP
  141. TRY
  142. TTD
  143. TWD
  144. TZS
  145. UAH
  146. UGX
  147. USD
  148. UYU
  149. UZS
  150. VEF
  151. VND
  152. VUV
  153. WST
  154. XAF
  155. XCD
  156. XOF
  157. XPF
  158. YER
  159. ZAR
  160. ZMK
  161. ZWD
Description Description   Text Area (512)   N N N N    
Domain Domain   Text (512)   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
ImageUrl ImageUrl   Text (256)   N N N N    
Language Organization Language   Pick List
  1. Language
N Y N N  
  1. de-DE
  2. en-us
  3. es-ES
  4. fr-FR
  5. he-IL
  6. ja-JP
  7. pt-BR
  8. ru-RU
  9. zh-CN
  10. zh-TW
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Name Name   String   N N Y N    
Package Package Type   Pick List
  1. Package
N Y N N  
  1. Enterprise
  2. Professional
  3. Social
  4. Unlimited
Profile Profile   Reference To Object
  1. Profile
N N N N    
RevenueOvertimeRate Billing Overtime Hourly Rate   Currency (Money)   Y N N N    
RevenueRegularRate Billing Regular Hourly Rate   Currency (Money)   Y N N N    
State Organization State   Pick List
  1. State
N Y N N  
  1. Active
  2. Archive
  3. Coma
  4. Deleted
  5. Pending
SupportUser Default Support User   Reference To Object
  1. User
N N N N    
TimeZone Time Zone   Pick List
  1. TimeZone
N Y Y N  
  1. Afghanistan Standard Time
  2. Alaskan Standard Time
  3. Arab Standard Time
  4. Arabian Standard Time
  5. Arabic Standard Time
  6. Argentina Standard Time
  7. Atlantic Standard Time
  8. AUS Central Standard Time
  9. AUS Eastern Standard Time
  10. Azerbaijan Standard Time
  11. Azores Standard Time
  12. Canada Central Standard Time
  13. Cape Verde Standard Time
  14. Caucasus Standard Time
  15. Cen. Australia Standard Time
  16. Central America Standard Time
  17. Central Asia Standard Time
  18. Central Brazilian Standard Time
  19. Central Europe Standard Time
  20. Central European Standard Time
  21. Central Pacific Standard Time
  22. Central Standard Time
  23. Central Standard Time (Mexico)
  24. China Standard Time
  25. Dateline Standard Time
  26. E. Africa Standard Time
  27. E. Australia Standard Time
  28. E. Europe Standard Time
  29. E. South America Standard Time
  30. Eastern Standard Time
  31. Egypt Standard Time
  32. Ekaterinburg Standard Time
  33. Fiji Standard Time
  34. FLE Standard Time
  35. Georgian Standard Time
  36. GMT Standard Time
  37. Greenland Standard Time
  38. Greenwich Standard Time
  39. GTB Standard Time
  40. Hawaiian Standard Time
  41. India Standard Time
  42. Iran Standard Time
  43. Israel Standard Time
  44. Jordan Standard Time
  45. Kamchatka Standard Time
  46. Korea Standard Time
  47. Mauritius Standard Time
  48. Mid-Atlantic Standard Time
  49. Middle East Standard Time
  50. Montevideo Standard Time
  51. Morocco Standard Time
  52. Mountain Standard Time
  53. Mountain Standard Time (Mexico)
  54. Myanmar Standard Time
  55. N. Central Asia Standard Time
  56. Namibia Standard Time
  57. Nepal Standard Time
  58. New Zealand Standard Time
  59. Newfoundland Standard Time
  60. North Asia East Standard Time
  61. North Asia Standard Time
  62. Pacific SA Standard Time
  63. Pacific Standard Time
  64. Pacific Standard Time (Mexico)
  65. Pakistan Standard Time
  66. Paraguay Standard Time
  67. Romance Standard Time
  68. Russian Standard Time
  69. SA Eastern Standard Time
  70. SA Pacific Standard Time
  71. SA Western Standard Time
  72. Samoa Standard Time
  73. SE Asia Standard Time
  74. Singapore Standard Time
  75. South Africa Standard Time
  76. Sri Lanka Standard Time
  77. Taipei Standard Time
  78. Tasmania Standard Time
  79. Tokyo Standard Time
  80. Tonga Standard Time
  81. Ulaanbaatar Standard Time
  82. US Eastern Standard Time
  83. US Mountain Standard Time
  84. UTC
  85. Venezuela Standard Time
  86. Vladivostok Standard Time
  87. W. Australia Standard Time
  88. W. Central Africa Standard Time
  89. W. Europe Standard Time
  90. West Asia Standard Time
  91. West Pacific Standard Time
  92. Yakutsk Standard Time
UpdateRequestsCounter Update requests counter   Numeric (Long)   N N N N 0  
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

RelatedWork Back to top

RelatedWork

External Name Related Work
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Case Case   Reference To Object
  1. Case
N N Y N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
ImpactWeight Impact Weight   Numeric (Double)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
WorkItem Work Item   Reference To Object
  1. WorkItem
N N Y N    

ResourceEntity Back to top

DiscussionGroup

External Name Discussion Group
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. RecipientOfEmails
  2. LikedBy
  3. GroupMembers
  4. Projects
  5. Tasks
  6. Customers
  7. Cases
  8. Discussions
  9. Topics
  10. Documents
  11. DefinedEntities
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Availability Default Members Availability(%) for New Project   Numeric (Double)   N N N N 100  
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
Description Description   Text Area (512)   N N N N    
EmailNotifications Notify me Configure your personal email notifications on discussions Pick List
  1. DiscussionEmailNotifications
N Y N N  
  1. DailyDigest
  2. None
  3. OnEveryPost
  4. WeeklyDigest
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (2000)   N N N N [GUID]  
ImageUrl ImageUrl   Text (256)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Name Name   String   N N Y N    
ObjectAlias Alias   URL (256)   N N N N    
Owner Direct Manager   Reference To Object
  1. User
N N Y N    
PostsCount # of Posts   Numeric   N N N N 0  
Public Public   Toggle   N N Y N True  
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

JobTitle

External Name Job Title
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. Users
  2. WorkItems
  3. ProvidesRateFor
  4. LikedBy
  5. Documents
  6. DefinedEntities
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Availability Default Members Availability(%) for New Project   Numeric (Double)   N N N N 100  
CostOvertimeRate Cost rate per overtime hour   Currency (Money)   Y N N N    
CostRegularRate Cost rate per regular hour   Currency (Money)   Y N N N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
Description Description   Text Area (512)   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (2000)   N N N N [GUID]  
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Name Name   String   N N Y N    
RevenueOvertimeRate Billing rate per overtime hour   Currency (Money)   Y N N N    
RevenueRegularRate Billing rate per regular hour   Currency (Money)   Y N N N    

ResourceEntity

External Name Groups And Users
Availability After Deletion Available in Recycle Bin
Child Classes
  1. User
  2. JobTitle
  3. Skill
  4. UserGroup
  5. DiscussionGroup
Relations
  1. DefinedEntities
  2. ProjectManagerOfProjects
  3. ProjectSponsorOfProjects
  4. NotificationsForObject
  5. Followers
  6. UsersImFollowing
  7. Subordinates
  8. OwnedProofs
  9. WorkItems
  10. Documents
  11. WorkItemIOpenedStopwatch
  12. RecipientOfDiscussion
  13. AttachedNotes
  14. RecipientOfEmails
  15. DirectManagerOfGroups
  16. CreatedTimesheets
  17. AssignedApproverOfTimesheets
  18. ReportedTimesheets
  19. ApprovedTimesheets
  20. AccountOwnerOfCustomers
  21. TechAccountManagerOfCustomers
  22. OwnedExpenses
  23. ExpensesApprovedBy
  24. ApproverOfExpenses
  25. OwnerOfIssues
  26. AssignedIssues
  27. SubmittedIssues
  28. EvaluatedIssues
  29. OpenedByIssues
  30. ResolvedIssues
  31. ClosedByIssues
  32. RejectedIssues
  33. ReopenedIssues
  34. DeferredByIssues
  35. Issues
  36. MemberOfWorkItems
  37. AssignedWorkItems
  38. ReviewerOfWorkItems
  39. ManagerOfWorkItems
  40. MemberOf
  41. Skills
  42. Profiles
  43. MemberOfGroups
  44. Discussions
  45. Likes
  46. DirectFollowers
  47. Users
  48. ProvidesRateFor
  49. LikedBy
  50. UserGroups
  51. GroupMembers
  52. Projects
  53. Tasks
  54. Customers
  55. Cases
  56. Topics
  57. AllMembers
  58. Members
  59. SubGroups
  60. ParentGroups
  61. ProfileUserGroups
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Availability Default Members Availability(%) for New Project   Numeric (Double)   N N N N 100  
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
Description Description   Text Area (512)   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (2000)   N N N N [GUID]  
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Name Name   String   N N Y N    
State State   Pick List
  1. State
N Y N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

Skill

External Name Skill
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. UserGroups
  2. LikedBy
  3. Documents
  4. DefinedEntities
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Availability Default Members Availability(%) for New Project   Numeric (Double)   N N N N 100  
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
Description Description   Text Area (512)   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (2000)   N N N N [GUID]  
ImageUrl ImageUrl   Text (256)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Name Name   String   N N Y N    

User

External Name User
Availability After Deletion Not Available in Recycle Bin
Child Classes  
Relations
  1. ProjectManagerOfProjects
  2. ProjectSponsorOfProjects
  3. NotificationsForObject
  4. Followers
  5. UsersImFollowing
  6. Subordinates
  7. OwnedProofs
  8. WorkItems
  9. Documents
  10. WorkItemIOpenedStopwatch
  11. RecipientOfDiscussion
  12. AttachedNotes
  13. RecipientOfEmails
  14. DirectManagerOfGroups
  15. CreatedTimesheets
  16. AssignedApproverOfTimesheets
  17. ReportedTimesheets
  18. ApprovedTimesheets
  19. AccountOwnerOfCustomers
  20. TechAccountManagerOfCustomers
  21. OwnedExpenses
  22. ExpensesApprovedBy
  23. ApproverOfExpenses
  24. OwnerOfIssues
  25. AssignedIssues
  26. SubmittedIssues
  27. EvaluatedIssues
  28. OpenedByIssues
  29. ResolvedIssues
  30. ClosedByIssues
  31. RejectedIssues
  32. ReopenedIssues
  33. DeferredByIssues
  34. Issues
  35. MemberOfWorkItems
  36. AssignedWorkItems
  37. ReviewerOfWorkItems
  38. ManagerOfWorkItems
  39. MemberOf
  40. Skills
  41. Profiles
  42. MemberOfGroups
  43. Discussions
  44. Likes
  45. DirectFollowers
  46. DefinedEntities
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Admin Admin   Toggle   N N N N false  
AllowEmails Allow Emails   Toggle   N N N N true  
Availability Default Members Availability(%) for New Project   Numeric (Double)   N N N N 100  
BusinessAddress Business Address   Text (1024)   N N N N    
CostOvertimeRate Cost rate per overtime hour   Currency (Money)   Y N N N    
CostRegularRate Cost rate per regular hour   Currency (Money)   Y N N N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
DirectManager Direct Manager   Reference To Object
  1. User
N N N N    
DisplayName Name   String   N N Y N    
Email Email   Text (256)   N N Y N    
EmailNotifications Notify me Configure your personal email notifications on discussions Pick List
  1. DiscussionEmailNotifications
N Y N N  
  1. DailyDigest
  2. None
  3. OnEveryPost
  4. WeeklyDigest
EntityType Item Type   Reference To Object   N N N N    
ExpirationDate Expiration Date   Date   N N N N    
ExternalID External ID   Text (2000)   N N N N [GUID]  
ExternalUser External User   Toggle   N N N N false  
Financial Financial Permissions   Toggle   N N N N false  
FirstName First Name   Text (256)   N N N N    
GoogleUserName Google User Name   Text (256)   N N N N    
HomeAddress Home Address   Text (1024)   N N N N    
ImageUrl ImageUrl   Text (256)   N N N N    
InternalId Internal ID   Text (256)   N N N N    
JobTitle Job Title   Reference To Object
  1. JobTitle
N N N N    
Language Language   Pick List
  1. Language
N Y N N  
  1. de-DE
  2. en-us
  3. es-ES
  4. fr-FR
  5. he-IL
  6. ja-JP
  7. pt-BR
  8. ru-RU
  9. zh-CN
  10. zh-TW
LastLogin Last login date   Date   N N N N    
LastLoginIPAddress Last Login IP Address   Text (256)   N N N N    
LastName Last Name   Text (256)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
LicenseType User Type   Pick List
  1. LicenseType
N Y Y N  
  1. Email
  2. Full
  3. Limited
  4. None
  5. Social
  6. TeamMember
  7. Trial
Location Location   Text (256)   N N N N    
MobilePhone Mobile Phone   Text (256)   N N N N    
OfficeFax Office Fax   Text (256)   N N N N    
OfficePhone Office Phone   Text (256)   N N N N    
Phase Phase   Pick List
  1. Phase
N Y N Y  
  1. Analysis
  2. Build
  3. Closed
  4. Concept
  5. Definition
  6. Design
  7. Development
  8. Evaluation
  9. Implementation
  10. In Transit
  11. Initiation
  12. Integrate
  13. Pilot
  14. Planning
  15. Procurement
  16. Production
  17. QA
  18. Resolution
  19. Rollout
  20. Testing
  21. UI
  22. Verification
Position Position   Text (100)   N N N N    
Profile Profile   Reference To Object
  1. Profile
N N N N    
Region Region   Pick List
  1. Region
N Y N N  
  1. A/P
  2. Americas
  3. EMEA
  4. Japan
  5. ROW
RevenueOvertimeRate Billing rate per overtime hour   Currency (Money)   Y N N N    
RevenueRegularRate Billing rate per regular hour   Currency (Money)   Y N N N    
SendInvitationMail Send an email invitation to this user   Toggle   N N N N true  
Signature Signature   Text Area   N N N N    
State State   Pick List
  1. State
N Y N N  
  1. Active
  2. Deleted
  3. Disabled
  4. Pending
SubscribeToProjectNotifications Project Notifications   Toggle   N N N N false  
SuperUser Super User   Toggle   N N N N false  
TimeZone Time Zone   Pick List
  1. TimeZone
N Y N N  
  1. Afghanistan Standard Time
  2. Alaskan Standard Time
  3. Arab Standard Time
  4. Arabian Standard Time
  5. Arabic Standard Time
  6. Argentina Standard Time
  7. Atlantic Standard Time
  8. AUS Central Standard Time
  9. AUS Eastern Standard Time
  10. Azerbaijan Standard Time
  11. Azores Standard Time
  12. Canada Central Standard Time
  13. Cape Verde Standard Time
  14. Caucasus Standard Time
  15. Cen. Australia Standard Time
  16. Central America Standard Time
  17. Central Asia Standard Time
  18. Central Brazilian Standard Time
  19. Central Europe Standard Time
  20. Central European Standard Time
  21. Central Pacific Standard Time
  22. Central Standard Time
  23. Central Standard Time (Mexico)
  24. China Standard Time
  25. Dateline Standard Time
  26. E. Africa Standard Time
  27. E. Australia Standard Time
  28. E. Europe Standard Time
  29. E. South America Standard Time
  30. Eastern Standard Time
  31. Egypt Standard Time
  32. Ekaterinburg Standard Time
  33. Fiji Standard Time
  34. FLE Standard Time
  35. Georgian Standard Time
  36. GMT Standard Time
  37. Greenland Standard Time
  38. Greenwich Standard Time
  39. GTB Standard Time
  40. Hawaiian Standard Time
  41. India Standard Time
  42. Iran Standard Time
  43. Israel Standard Time
  44. Jordan Standard Time
  45. Kamchatka Standard Time
  46. Korea Standard Time
  47. Mauritius Standard Time
  48. Mid-Atlantic Standard Time
  49. Middle East Standard Time
  50. Montevideo Standard Time
  51. Morocco Standard Time
  52. Mountain Standard Time
  53. Mountain Standard Time (Mexico)
  54. Myanmar Standard Time
  55. N. Central Asia Standard Time
  56. Namibia Standard Time
  57. Nepal Standard Time
  58. New Zealand Standard Time
  59. Newfoundland Standard Time
  60. North Asia East Standard Time
  61. North Asia Standard Time
  62. Pacific SA Standard Time
  63. Pacific Standard Time
  64. Pacific Standard Time (Mexico)
  65. Pakistan Standard Time
  66. Paraguay Standard Time
  67. Romance Standard Time
  68. Russian Standard Time
  69. SA Eastern Standard Time
  70. SA Pacific Standard Time
  71. SA Western Standard Time
  72. Samoa Standard Time
  73. SE Asia Standard Time
  74. Singapore Standard Time
  75. South Africa Standard Time
  76. Sri Lanka Standard Time
  77. Taipei Standard Time
  78. Tasmania Standard Time
  79. Tokyo Standard Time
  80. Tonga Standard Time
  81. Ulaanbaatar Standard Time
  82. US Eastern Standard Time
  83. US Mountain Standard Time
  84. UTC
  85. Venezuela Standard Time
  86. Vladivostok Standard Time
  87. W. Australia Standard Time
  88. W. Central Africa Standard Time
  89. W. Europe Standard Time
  90. West Asia Standard Time
  91. West Pacific Standard Time
  92. Yakutsk Standard Time
Trial Trial   Toggle   N N N N    
TwitterLastMessageId Twitter Last Message id   Text (256)   N N N N    
TwitterUserName Twitter User Name   Text (256)   N N N N    
UserName User Name   Text (256)   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

UserGroup

External Name User Group
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. RecipientOfEmails
  2. AllMembers
  3. Members
  4. MemberOf
  5. Skills
  6. SubGroups
  7. ParentGroups
  8. Profiles
  9. LikedBy
  10. GroupMembers
  11. Projects
  12. Tasks
  13. Customers
  14. Cases
  15. Discussions
  16. Topics
  17. Documents
  18. DefinedEntities
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Availability Default Members Availability(%) for New Project   Numeric (Double)   N N N N 100  
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
Description Description   Text Area (512)   N N N N    
DirectManager Direct Manager Select the User Group manager by clicking the trigger button. Reference To Object
  1. User
N N N N    
EmailNotifications Notify me Configure your personal email notifications on discussions Pick List
  1. DiscussionEmailNotifications
N Y N N  
  1. DailyDigest
  2. None
  3. OnEveryPost
  4. WeeklyDigest
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (2000)   N N N N [GUID]  
ImageUrl ImageUrl   Text (256)   N N N N    
Language Language Select the User Group default language by clicking the trigger button. Pick List
  1. Language
N Y N N  
  1. de-DE
  2. en-us
  3. es-ES
  4. fr-FR
  5. he-IL
  6. ja-JP
  7. pt-BR
  8. ru-RU
  9. zh-CN
  10. zh-TW
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Name Name   String   N N Y N    
ObjectAlias Alias   URL (256)   N N N N    
OrganizationUnit Organizational Unit Check this box if this group is part of your organizational structure Toggle   N N N N    
PostsCount # of Posts   Numeric   N N N N 0  
Profile Profile   Reference To Object
  1. Profile
N N N N    
Public Public   Toggle   N N Y N True  
TimeZone Time Zone Select the User Group default time zone by clicking the trigger button. Pick List
  1. TimeZone
N Y N N  
  1. Afghanistan Standard Time
  2. Alaskan Standard Time
  3. Arab Standard Time
  4. Arabian Standard Time
  5. Arabic Standard Time
  6. Argentina Standard Time
  7. Atlantic Standard Time
  8. AUS Central Standard Time
  9. AUS Eastern Standard Time
  10. Azerbaijan Standard Time
  11. Azores Standard Time
  12. Canada Central Standard Time
  13. Cape Verde Standard Time
  14. Caucasus Standard Time
  15. Cen. Australia Standard Time
  16. Central America Standard Time
  17. Central Asia Standard Time
  18. Central Brazilian Standard Time
  19. Central Europe Standard Time
  20. Central European Standard Time
  21. Central Pacific Standard Time
  22. Central Standard Time
  23. Central Standard Time (Mexico)
  24. China Standard Time
  25. Dateline Standard Time
  26. E. Africa Standard Time
  27. E. Australia Standard Time
  28. E. Europe Standard Time
  29. E. South America Standard Time
  30. Eastern Standard Time
  31. Egypt Standard Time
  32. Ekaterinburg Standard Time
  33. Fiji Standard Time
  34. FLE Standard Time
  35. Georgian Standard Time
  36. GMT Standard Time
  37. Greenland Standard Time
  38. Greenwich Standard Time
  39. GTB Standard Time
  40. Hawaiian Standard Time
  41. India Standard Time
  42. Iran Standard Time
  43. Israel Standard Time
  44. Jordan Standard Time
  45. Kamchatka Standard Time
  46. Korea Standard Time
  47. Mauritius Standard Time
  48. Mid-Atlantic Standard Time
  49. Middle East Standard Time
  50. Montevideo Standard Time
  51. Morocco Standard Time
  52. Mountain Standard Time
  53. Mountain Standard Time (Mexico)
  54. Myanmar Standard Time
  55. N. Central Asia Standard Time
  56. Namibia Standard Time
  57. Nepal Standard Time
  58. New Zealand Standard Time
  59. Newfoundland Standard Time
  60. North Asia East Standard Time
  61. North Asia Standard Time
  62. Pacific SA Standard Time
  63. Pacific Standard Time
  64. Pacific Standard Time (Mexico)
  65. Pakistan Standard Time
  66. Paraguay Standard Time
  67. Romance Standard Time
  68. Russian Standard Time
  69. SA Eastern Standard Time
  70. SA Pacific Standard Time
  71. SA Western Standard Time
  72. Samoa Standard Time
  73. SE Asia Standard Time
  74. Singapore Standard Time
  75. South Africa Standard Time
  76. Sri Lanka Standard Time
  77. Taipei Standard Time
  78. Tasmania Standard Time
  79. Tokyo Standard Time
  80. Tonga Standard Time
  81. Ulaanbaatar Standard Time
  82. US Eastern Standard Time
  83. US Mountain Standard Time
  84. UTC
  85. Venezuela Standard Time
  86. Vladivostok Standard Time
  87. W. Australia Standard Time
  88. W. Central Africa Standard Time
  89. W. Europe Standard Time
  90. West Asia Standard Time
  91. West Pacific Standard Time
  92. Yakutsk Standard Time
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

ResourceLink Back to top

JobTitleRateLink

External Name Rate Holder
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

RegularResourceLink

External Name Resource
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

ResourceLink

External Name Assigned
Availability After Deletion Permanently Deleted
Child Classes
  1. RegularResourceLink
  2. ReviewerLink
  3. JobTitleRateLink
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

ReviewerLink

External Name Reviewer
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

Stopwatch Back to top

Stopwatch

External Name Stopwatch
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
ElapsedTime Elapsed Time   Duration   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
HumanResource Human Resource   Reference To Object
  1. ResourceLink
N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
OrganizationElapsedTime Organization Elapsed Time   Duration   N N N N    
State State   Pick List
  1. StopwatchState
N Y N N  
  1. Paused
  2. Running
User Resource   Reference To Object
  1. User
N N Y N    
WorkItem Work Item   Reference To Object
  1. WorkItem
N N Y N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

Timesheet Back to top

Timesheet

External Name Timesheet
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
ApprovalDate Approval date   Date   N N N N    
ApprovedBy Approved by   Reference To Object
  1. User
N N N N    
AssignedApprover Assigned Approver Person that can approve the timesheet sheet Reference To Object
  1. User
N N N N    
BillingRate Billing Rate per hour used in this item   Currency (Money)   Y N N N    
Charged Charged   Toggle   Y N N N False  
Comment Comment   Text Area   N N N N    
Cost Cost of the item   Currency (Money)   Y N N N    
CostRate Cost Rate per hour used in this item   Currency (Money)   Y N N N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
CreatorType Creator Type   Pick List
  1. CreatorType
N Y N N  
  1. Stopwatch
  2. TimeTracking
DisableReportingTimeLimit Disable Reporting Time Limit Disable reporting time limit (24h). Toggle   N N N N    
Duration Duration   Duration   N N Y N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
HumanResource Human Resource   Reference To Object
  1. RegularResourceLink
N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Overtime Overtime Overtime Toggle   N N N N    
Price Price of the item   Currency (Money)   Y N N N    
Project Project   Reference To Object
  1. Project
N N N N    
RegularHours Regular Hours   Toggle   N N N N True  
ReportedBy Reported By   Reference To Object
  1. User
N N Y N    
ReportedDate Reported Date   Date   N N Y N    
State State   Pick List
  1. State
N Y N N  
  1. Approved
  2. Submitted
  3. Un Submitted
WorkItem Work Item   Reference To Object
  1. WorkItem
N N Y N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

Topic Back to top

Topic

External Name Topic
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. Discussions
  2. LikedBy
  3. DirectFollowers
  4. Followers
  5. Entities
  6. WorkItems
  7. Cases
  8. Customers
  9. ExpenseSheets
  10. ExpenseEntries
  11. Groups
  12. Documents
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExternalID External ID   Text (40)   N N N N [GUID]  
ImageUrl ImageUrl   Text (256)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Name Name   String   N N Y N    
ObjectAlias Alias   URL (256)   N N N N    

TopicLink Back to top

TopicLink

External Name Topic Link
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

Widget Back to top

Widget

External Name Widgets
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
EntityType Item Type   Reference To Object   N N N N    
ExpirationDate Expiration Date   Date   N N N N    
ExternalID Widget Id   Text (40)   N N N N [GUID]  
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
Revoked Revoked   Toggle   N N N N false  
ViewCounter View Counter   Numeric (Integer)   N N N N 0  
WidgetType Widget Type   Pick List
  1. WidgetType
N Y N N  
  1. Gantt
  2. Roadmap
  3. ViewObjectDetails
  4. ViewSubsystem
WidgetUrl Widget Url   URL (2000)   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

WorkItem Back to top

GenericTask

External Name Task
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. AllImpacting
  2. AllChildren
  3. AllParents
  4. Children
  5. Parents
  6. Shortcuts
  7. Impacting
  8. Groups
  9. AllImpacted
  10. WhereUsedAsShortcut
  11. ImpactedBy
  12. AllTeamMembers
  13. AllManagers
  14. AllReviewers
  15. AllResources
  16. RelatedExpenses
  17. Followers
  18. ProjectCustomers
  19. NotificationsForObject
  20. Successors
  21. Predecessors
  22. AllTeam
  23. Documents
  24. UsersOpenedStopwatches
  25. AttachedPosts
  26. AttachedNotes
  27. AttachedEmails
  28. RelatedTimesheetEntries
  29. Expenses
  30. OriginatedIssues
  31. Issues
  32. TeamMembers
  33. Resources
  34. Reviewers
  35. Managers
  36. Discussions
  37. LikedBy
  38. DirectFollowers
  39. Topics
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
ActiveStopwatch Active Stopwatch   Pick List
  1. StopwatchAggregateState
N Y N N  
  1. Aggregate
  2. Direct
  3. None
ActualBilledExpenses Actual Billed Expenses Sum of all the expenses that are both BILLABLE and APPROVED that are related to a work item and sub-items Currency (Money)   Y N N N 0.0  
ActualCost Actual Cost Actual cost invested into the work item execution Currency (Money)   Y N N N 0.0  
ActualCostManuallySet Actual Cost Manually Set   Toggle   Y N N N false  
ActualDuration Actual Duration Actual Duration = Actual End date - Actual Start date Duration   N N N N    
ActualEffort Actual Effort   Duration   N N N N 0 h  
ActualEffortUpdatedFromTimesheets Actual Effort Updated from Timesheets Use this option to accumulate timesheet reported hours into the work item's totals: actual efforts, % compilation, actual cost and actual revenue Toggle   N N N N false  
ActualEndDate Actual End Date The date a task has been marked as completed Date   N N N N    
ActualExpenses Actual Expenses Sum of all the APPROVED expenses that are related to a work item and sub-items Currency (Money)   Y N N N 0.0  
ActualRevenue Actual Revenue Actual income received Currency (Money)   Y N N N 0.0  
ActualRevenueManuallySet Actual Revenue Manually Set   Toggle   Y N N N false  
ActualStartDate Actual Start Date System field to hold the task actual start date. This field is not automatically set. Read more... Date   N N N N    
AggregatedStopwatchesCount Aggregate Stopwatch Count   Numeric (Integer)   N N N N 0  
AllowReportingOnSubItems Allow Reporting On Sub Items Allows or prevents timesheet reporting on the sub-items Toggle   N N N N false  
BaselineCost Baseline Cost Baseline budget for the work item Currency (Money)   Y N N N    
BaselineCostsVariance Baseline Costs Variance Baseline Costs Variance= [Baseline Budgeted Costs- Budgeted Cost] Currency (Money)   Y N N N    
BaselineCreationDate Baseline Creation Date   Date   N N N N    
BaselineDueDate Baseline Due Date   Date   N N N N    
BaselineDueDateVariance Baseline Due Date Variance Baseline Due Date Variance = [Baseline Due Date - Planned Due Date] Duration   N N N N    
BaselineDuration Baseline Duration   Duration   N N N N    
BaselineDurationVariance Baseline Duration Variance Baseline Duration Variance = [Baseline Duration - Planned Duration] Duration   N N N N    
BaselineRevenue Baseline Revenue Baseline Income planned for the work item Currency (Money)   Y N N N    
BaselineRevenueVariance Baseline Revenue Variance Baseline Revenue Variance= [Baseline Revenue- Planned Revenue] Currency (Money)   Y N N N    
BaselineStartDate Baseline Start Date   Date   N N N N    
BaselineStartDateVariance Baseline Start Date Variance Baseline Start Date Variance = [Baseline Start Date - Planned Start Date] Duration   N N N N    
BaselineWork Baseline Work   Duration   N N N N    
BaselineWorkVariance Baseline Work Variance Baseline Work Variance = [Baseline Work - Planned Work] Duration   N N N N    
Billable Billable   Toggle   N N N N True  
BudgetedHours Budgeted Work Esimated or budgeted efforts Duration   N N N N    
BudgetedHoursManuallySet Budgeted Work Manually Set   Toggle   N N N N false  
BudgetStatus Budget Status   Pick List
  1. BudgetStatus
Y Y Y N  
  1. At Risk
  2. Not Active
  3. Off Track
  4. On Track
CalculateCompletenessBasedOnEfforts Calculate %complete based on efforts If true, system will continue to calculate %complete using actual effort and remaining effort. If false, % complete will be updated from the work items below or set by user Toggle   N N N N true  
Charged Charged Indicates whether charging has been carried out for the work item Pick List
  1. ChargedType
N Y Y N  
  1. Fully charged
  2. Not charged
  3. Partially charged
ChargedAmount Charged Amount Amount already charged for work item Currency (Money)   Y N N N    
ChargedAmountManuallySet Charged Amount Manually Set   Toggle   Y N N N false  
ChargedTypeManuallySet Charged Type Manually Set   Toggle   N N N N false  
CommitLevel Commit Level   Pick List
  1. CommitLevel
N Y N Y  
  1. Contractual
  2. No Commit
  3. Verbally Committed
CommittedDate Committed Date   Date   N N N N    
CompletnessDefinition % Completeness Uncertain   Numeric (Long)   N N N N 0  
Conflicts Conflicts Flags   Numeric (Long)   N N N N 0  
CostBalance Cost Balance Cost Balance = Budgeted Cost - Actual Cost Currency (Money)   Y N N N    
CostCurrencyType Cost Currency Type   Pick List
  1. CurrencyType
Y Y Y N  
  1. AED
  2. AFN
  3. ALL
  4. AMD
  5. ANG
  6. AOA
  7. ARS
  8. AUD
  9. AWG
  10. AZN
  11. BAM
  12. BBD
  13. BDT
  14. BGN
  15. BHD
  16. BIF
  17. BMD
  18. BND
  19. BOB
  20. BRL
  21. BSD
  22. BTN
  23. BWP
  24. BYR
  25. BZD
  26. CAD
  27. CDF
  28. CHF
  29. CLF
  30. CLP
  31. CNY
  32. COP
  33. COU
  34. CRC
  35. CUP
  36. CVE
  37. CZK
  38. DJF
  39. DKK
  40. DOP
  41. DZD
  42. EEK
  43. EGP
  44. ERN
  45. ETB
  46. EUR
  47. FJD
  48. FKP
  49. GBP
  50. GEL
  51. GHS
  52. GIP
  53. GMD
  54. GNF
  55. GTQ
  56. GYD
  57. HKD
  58. HNL
  59. HRK
  60. HTG
  61. HUF
  62. IDR
  63. ILS
  64. INR
  65. IQD
  66. IRR
  67. ISK
  68. JMD
  69. JOD
  70. JPY
  71. KES
  72. KGS
  73. KHR
  74. KMF
  75. KPW
  76. KRW
  77. KWD
  78. KYD
  79. KZT
  80. LAK
  81. LBP
  82. LKR
  83. LRD
  84. LSL
  85. LTL
  86. LVL
  87. LYD
  88. MAD
  89. MDL
  90. MGA
  91. MKD
  92. MMK
  93. MNT
  94. MOP
  95. MRO
  96. MUR
  97. MVR
  98. MWK
  99. MXN
  100. MYR
  101. MZN
  102. NAD
  103. NGN
  104. NIO
  105. NOK
  106. NPR
  107. NZD
  108. OMR
  109. PAB
  110. PEN
  111. PGK
  112. PHP
  113. PKR
  114. PLN
  115. PYG
  116. QAR
  117. RON
  118. RSD
  119. RUB
  120. RUR
  121. RWF
  122. SAR
  123. SBD
  124. SCR
  125. SDG
  126. SEK
  127. SGD
  128. SHP
  129. SKK
  130. SLL
  131. SOS
  132. SRD
  133. STD
  134. SYP
  135. SZL
  136. THB
  137. TJS
  138. TMM
  139. TND
  140. TOP
  141. TRY
  142. TTD
  143. TWD
  144. TZS
  145. UAH
  146. UGX
  147. USD
  148. UYU
  149. UZS
  150. VEF
  151. VND
  152. VUV
  153. WST
  154. XAF
  155. XCD
  156. XOF
  157. XPF
  158. YER
  159. ZAR
  160. ZMK
  161. ZWD
CostVariance Cost Variance Cost Variance = Earned value - Actual Cost Currency (Money)   Y N N N    
CPI CPI Cost performance index = Earned Value / Actual Cost Numeric (Double)   Y N N N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
CurrencyEAC EAC Estimate At Complete = Actual Cost + Estimate To Complete Currency (Money)   Y N N N    
CurrencyETC ETC Estimate To Complete = (Budgetd Cost - EV)/(CPI*SPI) Currency (Money)   Y N N N    
CurrencyREAC Revenue EAC Revenue Estimated At Complete = Actual Revenue + Revenue Estimated To Complete Currency (Money)   N N N N    
CurrencyRETC Revenue ETC Revenue Estimated To Complete = (Expected Revenue - REV)/(RPI*SPI) Currency (Money)   N N N N    
Deliverable Deliverable Indicates whether this work item is a deliverable Toggle   N N N N    
DeliverableType Deliverable Type Fill in the type of the deliverable, if this work item indicates a deliverable Text (512)   N N N N    
Description Description   Text Area (1600)   N N N N    
DirectActualBilledExpenses Direct Actual Billed Expenses   Currency (Money)   Y N N N 0.0  
DirectActualExpenses Direct Actual Expenses   Currency (Money)   Y N N N 0.0  
DirectPlannedBilledExpenses Direct Planned Billed Expenses Billable expenses directly planned for a work item Currency (Money)   Y N N N 0.0  
DirectPlannedExpenses Direct Planned Expenses Expenses directly planned for a work item Currency (Money)   Y N N N 0.0  
DirectProjectedBilledExpenses Direct Projected Billed Expenses   Currency (Money)   Y N N N 0.0  
DirectProjectedExpenses Direct Projected Expenses   Currency (Money)   Y N N N 0.0  
DueDate Due Date The date a task is planned to end. This date is automatically determined by Clarizen based on the work item’s dependency, duration, parent work item’s start & end dates and the work item’s constraint type (as soon as possible or as late as possible). The end date can be overwritten by a user to indicate a date that should not be automatically calculated based on constraints changes Date   N N Y N    
DueDateVariance Due Date Variance Due Date Variance = Due Date - Actual Due Date Duration   N N N N    
Duration Duration   Duration   N N N N    
DurationManuallySet Duration Manually Set   Toggle   N N N N false  
DurationVariance Duration Variance Duration Variance = Duration - Actual Duration Duration   N N N N    
EarliestEndDate Earliest End Date The earliest date a task can end, respecting other work items dependencies and constraints Date   N N N N    
EarliestStartDate Earliest Start Date The earliest date a task can start, respecting other work items dependencies and constraints. Read more... Date   N N N N    
EarnedValue Earned Value Earned value or Budgeted Cost of Work Performed (BCWP) - completed work expressed in terms of the Budgeted Cost Currency (Money)   Y N N N    
EntityType Item Type   Reference To Object   N N N N    
Executable Executable   Boolean   N N N N    
ExpectedProgress Expected Progress   Numeric (Double)   N N N N 0.0  
ExternalID External ID   Text (2000)   N N N N [GUID]  
FixedCost Fixed Cost   Currency (Money)   Y N N N    
FixedPrice Fixed Price   Currency (Money)   Y N N N    
FloatingTask To Do List Item   Toggle   N N N N    
ImageUrl ImageUrl   Text (256)   N N N N    
Importance Importance   Pick List
  1. Importance
N Y N Y  
  1. Critical
  2. High
  3. Low
  4. Normal
ImportedFrom Imported From   Pick List
  1. ImportedFrom
N Y N N  
  1. MS Outlook
  2. MS Project
  3. None
IndividualReporting Individual Completeness Using Leaf Task and IndividualCompleteness flag is set Toggle   N N N N    
InternalId Internal ID Internal identifier of work item Text (512)   N N N N    
InternalStatus Internal Status Internal Status Text (512)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
LatestEndDate Latest End Date The latest date a task can end, respecting other work items dependencies and constraints Date   N N N N    
LatestStartDate Latest Start Date The latest date a task can start, respecting other work items dependencies and constraints Date   N N N N    
Manager Manager   Reference To Object
  1. User
N N Y N    
Milestone Parent Milestone   Reference To Object
  1. Milestone
N N N N    
Name Name   String   N N Y N    
ObjectAlias Alias   URL (256)   N N N N    
OnCriticalPath On Critical Path   Boolean   N N N N false  
OrderID Order ID Order Identifier Text (512)   N N N N    
Parent Parent   Reference To Object
  1. WorkItem
N N N N    
ParentProject Parent Project The project to which the work item is linked Reference To Object
  1. Project
N N N N    
Pending Pending Awaiting for an action to be activated Pick List
  1. Pending
N Y N Y  
  1. Customer Approval
  2. Customer Feedback
  3. Customer Testing
  4. Estimate
  5. Estimate Approval
  6. Internal Design
  7. Internal Testing
  8. None
  9. Vendor Approval
  10. Vendor Quote
PendingTimeTrackingEffort Pending Time Pending Time = Unsubmitted and/or Unapproved Timesheet entries Duration   N N N N 0 h  
PercentCompleted % Complete   Numeric   N N N N 0.0  
PercentInvested % Invested Presents actual investment into the work item execution (%Invested = Actual Cost / Budgeted Cost *100) Numeric (Double)   Y N N N    
PercentProfitability % Profitability ((Actual Revenue - Actual Cost) / Actual Revenue) * 100 Numeric (Double)   Y N N N 0  
Phase Phase   Pick List
  1. Phase
N Y N Y  
  1. Analysis
  2. Build
  3. Closed
  4. Concept
  5. Definition
  6. Design
  7. Development
  8. Evaluation
  9. Implementation
  10. In Transit
  11. Initiation
  12. Integrate
  13. Pilot
  14. Planning
  15. Procurement
  16. Production
  17. QA
  18. Resolution
  19. Rollout
  20. Testing
  21. UI
  22. Verification
PlannedAmount Budgeted Amount Budgeted Amount Currency (Money)   Y N N N 0.0  
PlannedBilledExpenses Planned Billed Expenses Sum of the billable expenses planned for a work item and sub-items Currency (Money)   Y N N N 0.0  
PlannedBudget Budgeted Cost Budget planned for the work item execution Currency (Money)   Y N N N 0.0  
PlannedBudgetManuallySet Budgeted Cost Manually Set   Toggle   Y N N N false  
PlannedExpenses Planned Expenses Sum of all the expenses planned for a work item and sub-items Currency (Money)   Y N N N 0.0  
PlannedRevenue Expected Revenue Income planned for the work item Currency (Money)   Y N N N 0.0  
PlannedRevenueManuallySet Expected Revenue Manually Set   Toggle   Y N N N false  
Priority Priority   Numeric (Integer)   N N N N 500  
Profitability Profit Difference between actual revenue and actual cost Currency (Money)   Y N N N    
Project Project   Reference To Object
  1. Project
N N N N    
ProjectedBilledExpenses Projected Billed Expenses Sum of all the expenses that are both BILLABLE and HAVE NOT BEEN APPROVED that are related to a work item and sub-items Currency (Money)   Y N N N 0.0  
ProjectedExpenses Projected Expenses Sum of all the expenses that HAVE NOT BEEN APPROVED YET that are related to a work item and sub-items Currency (Money)   Y N N N 0.0  
RemainingEffort Remaining Effort   Duration   N N N N 0 h  
RemainingEffortManuallySet Remaining Effort Manually Set   Toggle   N N N N false  
Reportable Reportable Reportable work items appear in the user's timesheet Toggle   N N N N False  
ReportableManuallySet Reportable Manually Set   Toggle   N N N N false  
ReportingStartDate Reporting start date   Date   N N N N    
RevenueBalance Revenue Balance Revenue Balance = Actual Revenue - Expected Revenue Currency (Money)   Y N N N    
RevenueCurrencyType Revenue Currency Type   Pick List
  1. CurrencyType
Y Y Y N  
  1. AED
  2. AFN
  3. ALL
  4. AMD
  5. ANG
  6. AOA
  7. ARS
  8. AUD
  9. AWG
  10. AZN
  11. BAM
  12. BBD
  13. BDT
  14. BGN
  15. BHD
  16. BIF
  17. BMD
  18. BND
  19. BOB
  20. BRL
  21. BSD
  22. BTN
  23. BWP
  24. BYR
  25. BZD
  26. CAD
  27. CDF
  28. CHF
  29. CLF
  30. CLP
  31. CNY
  32. COP
  33. COU
  34. CRC
  35. CUP
  36. CVE
  37. CZK
  38. DJF
  39. DKK
  40. DOP
  41. DZD
  42. EEK
  43. EGP
  44. ERN
  45. ETB
  46. EUR
  47. FJD
  48. FKP
  49. GBP
  50. GEL
  51. GHS
  52. GIP
  53. GMD
  54. GNF
  55. GTQ
  56. GYD
  57. HKD
  58. HNL
  59. HRK
  60. HTG
  61. HUF
  62. IDR
  63. ILS
  64. INR
  65. IQD
  66. IRR
  67. ISK
  68. JMD
  69. JOD
  70. JPY
  71. KES
  72. KGS
  73. KHR
  74. KMF
  75. KPW
  76. KRW
  77. KWD
  78. KYD
  79. KZT
  80. LAK
  81. LBP
  82. LKR
  83. LRD
  84. LSL
  85. LTL
  86. LVL
  87. LYD
  88. MAD
  89. MDL
  90. MGA
  91. MKD
  92. MMK
  93. MNT
  94. MOP
  95. MRO
  96. MUR
  97. MVR
  98. MWK
  99. MXN
  100. MYR
  101. MZN
  102. NAD
  103. NGN
  104. NIO
  105. NOK
  106. NPR
  107. NZD
  108. OMR
  109. PAB
  110. PEN
  111. PGK
  112. PHP
  113. PKR
  114. PLN
  115. PYG
  116. QAR
  117. RON
  118. RSD
  119. RUB
  120. RUR
  121. RWF
  122. SAR
  123. SBD
  124. SCR
  125. SDG
  126. SEK
  127. SGD
  128. SHP
  129. SKK
  130. SLL
  131. SOS
  132. SRD
  133. STD
  134. SYP
  135. SZL
  136. THB
  137. TJS
  138. TMM
  139. TND
  140. TOP
  141. TRY
  142. TTD
  143. TWD
  144. TZS
  145. UAH
  146. UGX
  147. USD
  148. UYU
  149. UZS
  150. VEF
  151. VND
  152. VUV
  153. WST
  154. XAF
  155. XCD
  156. XOF
  157. XPF
  158. YER
  159. ZAR
  160. ZMK
  161. ZWD
RevenueEarnedValue Revenue EV Completed work expressed in terms of expected revenue Currency (Money)   N N N N    
RPI RPI Revenue performance index = Revenue Earned Value / Actual Revenue Numeric (Double)   N N N N    
RTCPI RTCPI Revenue To Complete Performance Index = (Revenue Estimated At Complete - REV)/(Expected Revenue-Actual Revenue) Numeric (Double)   N N N N    
SchedulingType Constraint Type   Pick List
  1. SchedulingType
N Y Y N  
  1. As Late As Possible
  2. As Soon As Possible
SetByLeveling Set by leveling   Numeric (Long)   N N N N 0  
SfExternalId SalesForce ID   Text (256)   N N N N    
SfExternalName SalesForce Name   Text (256)   N N N N    
SKU SKU Stock Keeping Unit Text (512)   N N N N    
SPI SPI Schedule performance index = Earned Value / (Budgeted Cost * Expected Progress) Numeric (Double)   Y N N N    
StartDate Start Date The date a task is planned to start. This date is automatically determined by Clarizen based on the work item’s dependency, duration, parent work item’s start date and the work item’s constraint type (as soon as possible or as late as possible). The start date can be overwritten by a user to indicate a date that should not be automatically calculated based on constraints changes Date   N N Y N    
StartDateVariance Start Date Variance Start Date Variance = Start Date - Actual Start Date Duration   N N N N    
State State   Pick List
  1. State
N Y Y N  
  1. Active
  2. Cancelled
  3. Completed
  4. Draft
  5. On Hold
SYSID ID System generated unique ID Text (40)   N N N N    
TaskReportingPolicy Leaf Tasks Progress Reporting Policy   Pick List
  1. TaskReportingPolicy
N Y Y N  
  1. Individual
  2. Shared
TaskReportingPolicyManuallySet Leaf Tasks Progress Reporting Policy Manually Set   Toggle   N N N N false  
TaskType Task Type   Pick List
  1. TaskType
N Y N Y  
  1. Administration
  2. Define
  3. Design
  4. Development
  5. General
  6. Integration
  7. Management
  8. Operations
  9. Research
  10. Verification
TCPI TCPI To Complete Performance Index = (Estimate At Complete - EV)/(Budgeted Cost-Actual Cost) Numeric (Double)   Y N N N    
TimeTrackingBilling Time Tracking Billing   Currency (Money)   Y N N N 0.0  
TimeTrackingCost Time Tracking Cost   Currency (Money)   Y N N N 0.0  
TimeTrackingEffort Time Tracking Effort   Duration   N N N N 0 h  
TotalEstimatedCost Total Estimated Cost   Currency (Money)   Y N N N    
TrackStatus Status   Pick List
  1. TrackStatus
N Y Y N  
  1. At Risk
  2. Not Active
  3. Off Track
  4. On Track
TrackStatusManuallySet Status Manually Set   Toggle   N N N N false  
Work Work   Duration   N N N N 0 h  
WorkManuallySet Effort Manually Set   Toggle   N N N N false  
WorkPolicy Work Policy   Pick List
  1. WorkPolicy
N Y Y N  
  1. Fixed Duration
  2. Fixed Unit
  3. Fixed Work
WorkVariance Work Variance Work Variance = Work - Actual Effort Duration   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

Milestone

External Name Milestone
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. AllImpacting
  2. Tasks
  3. AllChildren
  4. AllParents
  5. Children
  6. Parents
  7. Shortcuts
  8. Impacting
  9. AllImpacted
  10. WhereUsedAsShortcut
  11. ImpactedBy
  12. AllTeamMembers
  13. AllManagers
  14. AllReviewers
  15. AllResources
  16. RelatedExpenses
  17. Followers
  18. ProjectCustomers
  19. NotificationsForObject
  20. Successors
  21. Predecessors
  22. AllTeam
  23. Documents
  24. UsersOpenedStopwatches
  25. AttachedPosts
  26. AttachedNotes
  27. AttachedEmails
  28. RelatedTimesheetEntries
  29. Expenses
  30. OriginatedIssues
  31. Issues
  32. TeamMembers
  33. Resources
  34. Reviewers
  35. Managers
  36. Discussions
  37. LikedBy
  38. DirectFollowers
  39. Topics
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
ActiveStopwatch Active Stopwatch   Pick List
  1. StopwatchAggregateState
N Y N N  
  1. Aggregate
  2. Direct
  3. None
ActualBilledExpenses Actual Billed Expenses Sum of all the expenses that are both BILLABLE and APPROVED that are related to a work item and sub-items Currency (Money)   Y N N N 0.0  
ActualCost Actual Cost Actual cost invested into the work item execution Currency (Money)   Y N N N 0.0  
ActualCostManuallySet Actual Cost Manually Set   Toggle   Y N N N false  
ActualDuration Actual Duration Actual Duration = Actual End date - Actual Start date Duration   N N N N    
ActualEffort Actual Effort   Duration   N N N N 0 h  
ActualEffortUpdatedFromTimesheets Actual Effort Updated from Timesheets Use this option to accumulate timesheet reported hours into the work item's totals: actual efforts, % compilation, actual cost and actual revenue Toggle   N N N N false  
ActualEndDate Actual End Date The date a milestone has been marked as completed Date   N N N N    
ActualExpenses Actual Expenses Sum of all the APPROVED expenses that are related to a work item and sub-items Currency (Money)   Y N N N 0.0  
ActualRevenue Actual Revenue Actual income received Currency (Money)   Y N N N 0.0  
ActualRevenueManuallySet Actual Revenue Manually Set   Toggle   Y N N N false  
ActualStartDate Actual Start Date System field to hold the milestone actual start date. This field is not automatically set. Read more... Date   N N N N    
AggregatedStopwatchesCount Aggregate Stopwatch Count   Numeric (Integer)   N N N N 0  
AllowReportingOnSubItems Allow Reporting On Sub Items Allows or prevents timesheet reporting on the sub-items Toggle   N N N N false  
BaselineCost Baseline Cost Baseline budget for the work item Currency (Money)   Y N N N    
BaselineCostsVariance Baseline Costs Variance Baseline Costs Variance= [Baseline Budgeted Costs- Budgeted Cost] Currency (Money)   Y N N N    
BaselineCreationDate Baseline Creation Date   Date   N N N N    
BaselineDueDate Baseline Due Date   Date   N N N N    
BaselineDueDateVariance Baseline Due Date Variance Baseline Due Date Variance = [Baseline Due Date - Planned Due Date] Duration   N N N N    
BaselineDuration Baseline Duration   Duration   N N N N    
BaselineDurationVariance Baseline Duration Variance Baseline Duration Variance = [Baseline Duration - Planned Duration] Duration   N N N N    
BaselineRevenue Baseline Revenue Baseline Income planned for the work item Currency (Money)   Y N N N    
BaselineRevenueVariance Baseline Revenue Variance Baseline Revenue Variance= [Baseline Revenue- Planned Revenue] Currency (Money)   Y N N N    
BaselineStartDate Baseline Start Date   Date   N N N N    
BaselineStartDateVariance Baseline Start Date Variance Baseline Start Date Variance = [Baseline Start Date - Planned Start Date] Duration   N N N N    
BaselineWork Baseline Work   Duration   N N N N    
BaselineWorkVariance Baseline Work Variance Baseline Work Variance = [Baseline Work - Planned Work] Duration   N N N N    
Billable Billable   Toggle   N N N N True  
BudgetedHours Budgeted Work Esimated or budgeted efforts Duration   N N N N    
BudgetedHoursManuallySet Budgeted Work Manually Set   Toggle   N N N N false  
BudgetStatus Budget Status   Pick List
  1. BudgetStatus
Y Y Y N  
  1. At Risk
  2. Not Active
  3. Off Track
  4. On Track
CalculateCompletenessBasedOnEfforts Calculate %complete based on efforts If true, system will continue to calculate %complete using actual effort and remaining effort. If false, % complete will be updated from the work items below or set by user Toggle   N N N N true  
Charged Charged Indicates whether charging has been carried out for the work item Pick List
  1. ChargedType
N Y Y N  
  1. Fully charged
  2. Not charged
  3. Partially charged
ChargedAmount Charged Amount Amount already charged for work item Currency (Money)   Y N N N    
ChargedAmountManuallySet Charged Amount Manually Set   Toggle   Y N N N false  
ChargedTypeManuallySet Charged Type Manually Set   Toggle   N N N N false  
CommitLevel Commit Level   Pick List
  1. CommitLevel
N Y N Y  
  1. Contractual
  2. No Commit
  3. Verbally Committed
CommittedDate Committed Date   Date   N N N N    
CompletnessDefinition % Completeness Uncertain   Numeric (Long)   N N N N 0  
Conflicts Conflicts Flags   Numeric (Long)   N N N N 0  
CostBalance Cost Balance Cost Balance = Budgeted Cost - Actual Cost Currency (Money)   Y N N N    
CostCurrencyType Cost Currency Type   Pick List
  1. CurrencyType
Y Y Y N  
  1. AED
  2. AFN
  3. ALL
  4. AMD
  5. ANG
  6. AOA
  7. ARS
  8. AUD
  9. AWG
  10. AZN
  11. BAM
  12. BBD
  13. BDT
  14. BGN
  15. BHD
  16. BIF
  17. BMD
  18. BND
  19. BOB
  20. BRL
  21. BSD
  22. BTN
  23. BWP
  24. BYR
  25. BZD
  26. CAD
  27. CDF
  28. CHF
  29. CLF
  30. CLP
  31. CNY
  32. COP
  33. COU
  34. CRC
  35. CUP
  36. CVE
  37. CZK
  38. DJF
  39. DKK
  40. DOP
  41. DZD
  42. EEK
  43. EGP
  44. ERN
  45. ETB
  46. EUR
  47. FJD
  48. FKP
  49. GBP
  50. GEL
  51. GHS
  52. GIP
  53. GMD
  54. GNF
  55. GTQ
  56. GYD
  57. HKD
  58. HNL
  59. HRK
  60. HTG
  61. HUF
  62. IDR
  63. ILS
  64. INR
  65. IQD
  66. IRR
  67. ISK
  68. JMD
  69. JOD
  70. JPY
  71. KES
  72. KGS
  73. KHR
  74. KMF
  75. KPW
  76. KRW
  77. KWD
  78. KYD
  79. KZT
  80. LAK
  81. LBP
  82. LKR
  83. LRD
  84. LSL
  85. LTL
  86. LVL
  87. LYD
  88. MAD
  89. MDL
  90. MGA
  91. MKD
  92. MMK
  93. MNT
  94. MOP
  95. MRO
  96. MUR
  97. MVR
  98. MWK
  99. MXN
  100. MYR
  101. MZN
  102. NAD
  103. NGN
  104. NIO
  105. NOK
  106. NPR
  107. NZD
  108. OMR
  109. PAB
  110. PEN
  111. PGK
  112. PHP
  113. PKR
  114. PLN
  115. PYG
  116. QAR
  117. RON
  118. RSD
  119. RUB
  120. RUR
  121. RWF
  122. SAR
  123. SBD
  124. SCR
  125. SDG
  126. SEK
  127. SGD
  128. SHP
  129. SKK
  130. SLL
  131. SOS
  132. SRD
  133. STD
  134. SYP
  135. SZL
  136. THB
  137. TJS
  138. TMM
  139. TND
  140. TOP
  141. TRY
  142. TTD
  143. TWD
  144. TZS
  145. UAH
  146. UGX
  147. USD
  148. UYU
  149. UZS
  150. VEF
  151. VND
  152. VUV
  153. WST
  154. XAF
  155. XCD
  156. XOF
  157. XPF
  158. YER
  159. ZAR
  160. ZMK
  161. ZWD
CostVariance Cost Variance Cost Variance = Earned value - Actual Cost Currency (Money)   Y N N N    
CPI CPI Cost performance index = Earned Value / Actual Cost Numeric (Double)   Y N N N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
CurrencyEAC EAC Estimate At Complete = Actual Cost + Estimate To Complete Currency (Money)   Y N N N    
CurrencyETC ETC Estimate To Complete = (Budgetd Cost - EV)/(CPI*SPI) Currency (Money)   Y N N N    
CurrencyREAC Revenue EAC Revenue Estimated At Complete = Actual Revenue + Revenue Estimated To Complete Currency (Money)   N N N N    
CurrencyRETC Revenue ETC Revenue Estimated To Complete = (Expected Revenue - REV)/(RPI*SPI) Currency (Money)   N N N N    
Deliverable Deliverable Indicates whether this work item is a deliverable Toggle   N N N N    
DeliverableType Deliverable Type Fill in the type of the deliverable, if this work item indicates a deliverable Text (512)   N N N N    
Description Description   Text Area (1600)   N N N N    
DirectActualBilledExpenses Direct Actual Billed Expenses   Currency (Money)   Y N N N 0.0  
DirectActualExpenses Direct Actual Expenses   Currency (Money)   Y N N N 0.0  
DirectPlannedBilledExpenses Direct Planned Billed Expenses Billable expenses directly planned for a work item Currency (Money)   Y N N N 0.0  
DirectPlannedExpenses Direct Planned Expenses Expenses directly planned for a work item Currency (Money)   Y N N N 0.0  
DirectProjectedBilledExpenses Direct Projected Billed Expenses   Currency (Money)   Y N N N 0.0  
DirectProjectedExpenses Direct Projected Expenses   Currency (Money)   Y N N N 0.0  
DueDate Due Date The date a milestone is planned to end. This date is automatically determined by Clarizen based on the work item’s dependency, duration, parent work item’s start & end dates and the work item’s constraint type (as soon as possible or as late as possible). The end date can be overwritten by a user to indicate a date that should not be automatically calculated based on constraints changes Date   N N Y N    
DueDateVariance Due Date Variance Due Date Variance = Due Date - Actual Due Date Duration   N N N N    
Duration Duration   Duration   N N N N    
DurationManuallySet Duration Manually Set   Toggle   N N N N false  
DurationVariance Duration Variance Duration Variance = Duration - Actual Duration Duration   N N N N    
EarliestEndDate Earliest End Date The earliest date a milestone can end, respecting other work items dependencies and constraints Date   N N N N    
EarliestStartDate Earliest Start Date The earliest date a milestone can start, respecting other work items dependencies and constraints. Read more... Date   N N N N    
EarnedValue Earned Value Earned value or Budgeted Cost of Work Performed (BCWP) - completed work expressed in terms of the Budgeted Cost Currency (Money)   Y N N N    
EntityType Item Type   Reference To Object   N N N N    
Executable Executable   Boolean   N N N N    
ExpectedProgress Expected Progress   Numeric (Double)   N N N N 0.0  
ExternalID External ID   Text (2000)   N N N N [GUID]  
FixedCost Fixed Cost   Currency (Money)   Y N N N    
FixedPrice Fixed Price   Currency (Money)   Y N N N    
FloatingTask To Do List Item   Toggle   N N N N    
ImageUrl ImageUrl   Text (256)   N N N N    
Importance Importance   Pick List
  1. Importance
N Y N Y  
  1. Critical
  2. High
  3. Low
  4. Normal
ImportedFrom Imported From   Pick List
  1. ImportedFrom
N Y N N  
  1. MS Outlook
  2. MS Project
  3. None
IndividualReporting Individual Completeness Using Leaf Task and IndividualCompleteness flag is set Toggle   N N N N    
InternalId Internal ID Internal identifier of work item Text (512)   N N N N    
InternalStatus Internal Status Internal Status Text (512)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
LatestEndDate Latest End Date The latest date a milestone can end, respecting other work items dependencies and constraints Date   N N N N    
LatestStartDate Latest Start Date The latest date a milestone can start, respecting other work items dependencies and constraints Date   N N N N    
Manager Manager   Reference To Object
  1. User
N N Y N    
MilestoneType Milestone Type   Pick List
  1. MilestoneType
N Y N Y  
  1. Administration
  2. Define
  3. Design
  4. Development
  5. General
  6. Integration
  7. Management
  8. Operations
  9. Research
  10. Verification
Name Name   String   N N Y N    
ObjectAlias Alias   URL (256)   N N N N    
OnCriticalPath On Critical Path   Boolean   N N N N false  
OrderID Order ID Order Identifier Text (512)   N N N N    
Parent Parent   Reference To Object
  1. Project
N N N N    
ParentProject Parent Project The project to which the work item is linked Reference To Object
  1. Project
N N Y N    
Pending Pending Awaiting for an action to be activated Pick List
  1. Pending
N Y N Y  
  1. Customer Approval
  2. Customer Feedback
  3. Customer Testing
  4. Estimate
  5. Estimate Approval
  6. Internal Design
  7. Internal Testing
  8. None
  9. Vendor Approval
  10. Vendor Quote
PendingTimeTrackingEffort Pending Time Pending Time = Unsubmitted and/or Unapproved Timesheet entries Duration   N N N N 0 h  
PercentCompleted % Complete   Numeric   N N N N 0.0  
PercentInvested % Invested Presents actual investment into the work item execution (%Invested = Actual Cost / Budgeted Cost *100) Numeric (Double)   Y N N N    
PercentProfitability % Profitability ((Actual Revenue - Actual Cost) / Actual Revenue) * 100 Numeric (Double)   Y N N N 0  
Phase Phase   Pick List
  1. Phase
N Y N Y  
  1. Analysis
  2. Build
  3. Closed
  4. Concept
  5. Definition
  6. Design
  7. Development
  8. Evaluation
  9. Implementation
  10. In Transit
  11. Initiation
  12. Integrate
  13. Pilot
  14. Planning
  15. Procurement
  16. Production
  17. QA
  18. Resolution
  19. Rollout
  20. Testing
  21. UI
  22. Verification
PlannedAmount Budgeted Amount Budgeted Amount Currency (Money)   Y N N N 0.0  
PlannedBilledExpenses Planned Billed Expenses Sum of the billable expenses planned for a work item and sub-items Currency (Money)   Y N N N 0.0  
PlannedBudget Budgeted Cost Budget planned for the work item execution Currency (Money)   Y N N N 0.0  
PlannedBudgetManuallySet Budgeted Cost Manually Set   Toggle   Y N N N false  
PlannedExpenses Planned Expenses Sum of all the expenses planned for a work item and sub-items Currency (Money)   Y N N N 0.0  
PlannedRevenue Expected Revenue Income planned for the work item Currency (Money)   Y N N N 0.0  
PlannedRevenueManuallySet Expected Revenue Manually Set   Toggle   Y N N N false  
Priority Priority   Numeric (Integer)   N N N N 500  
Profitability Profit Difference between actual revenue and actual cost Currency (Money)   Y N N N    
Project Project   Reference To Object
  1. Project
N N N N    
ProjectedBilledExpenses Projected Billed Expenses Sum of all the expenses that are both BILLABLE and HAVE NOT BEEN APPROVED that are related to a work item and sub-items Currency (Money)   Y N N N 0.0  
ProjectedExpenses Projected Expenses Sum of all the expenses that HAVE NOT BEEN APPROVED YET that are related to a work item and sub-items Currency (Money)   Y N N N 0.0  
RemainingEffort Remaining Effort   Duration   N N N N 0 h  
RemainingEffortManuallySet Remaining Effort Manually Set   Toggle   N N N N false  
Reportable Reportable Reportable work items appear in the user's timesheet Toggle   N N N N False  
ReportableManuallySet Reportable Manually Set   Toggle   N N N N false  
ReportingStartDate Reporting start date   Date   N N N N    
RevenueBalance Revenue Balance Revenue Balance = Actual Revenue - Expected Revenue Currency (Money)   Y N N N    
RevenueCurrencyType Revenue Currency Type   Pick List
  1. CurrencyType
Y Y Y N  
  1. AED
  2. AFN
  3. ALL
  4. AMD
  5. ANG
  6. AOA
  7. ARS
  8. AUD
  9. AWG
  10. AZN
  11. BAM
  12. BBD
  13. BDT
  14. BGN
  15. BHD
  16. BIF
  17. BMD
  18. BND
  19. BOB
  20. BRL
  21. BSD
  22. BTN
  23. BWP
  24. BYR
  25. BZD
  26. CAD
  27. CDF
  28. CHF
  29. CLF
  30. CLP
  31. CNY
  32. COP
  33. COU
  34. CRC
  35. CUP
  36. CVE
  37. CZK
  38. DJF
  39. DKK
  40. DOP
  41. DZD
  42. EEK
  43. EGP
  44. ERN
  45. ETB
  46. EUR
  47. FJD
  48. FKP
  49. GBP
  50. GEL
  51. GHS
  52. GIP
  53. GMD
  54. GNF
  55. GTQ
  56. GYD
  57. HKD
  58. HNL
  59. HRK
  60. HTG
  61. HUF
  62. IDR
  63. ILS
  64. INR
  65. IQD
  66. IRR
  67. ISK
  68. JMD
  69. JOD
  70. JPY
  71. KES
  72. KGS
  73. KHR
  74. KMF
  75. KPW
  76. KRW
  77. KWD
  78. KYD
  79. KZT
  80. LAK
  81. LBP
  82. LKR
  83. LRD
  84. LSL
  85. LTL
  86. LVL
  87. LYD
  88. MAD
  89. MDL
  90. MGA
  91. MKD
  92. MMK
  93. MNT
  94. MOP
  95. MRO
  96. MUR
  97. MVR
  98. MWK
  99. MXN
  100. MYR
  101. MZN
  102. NAD
  103. NGN
  104. NIO
  105. NOK
  106. NPR
  107. NZD
  108. OMR
  109. PAB
  110. PEN
  111. PGK
  112. PHP
  113. PKR
  114. PLN
  115. PYG
  116. QAR
  117. RON
  118. RSD
  119. RUB
  120. RUR
  121. RWF
  122. SAR
  123. SBD
  124. SCR
  125. SDG
  126. SEK
  127. SGD
  128. SHP
  129. SKK
  130. SLL
  131. SOS
  132. SRD
  133. STD
  134. SYP
  135. SZL
  136. THB
  137. TJS
  138. TMM
  139. TND
  140. TOP
  141. TRY
  142. TTD
  143. TWD
  144. TZS
  145. UAH
  146. UGX
  147. USD
  148. UYU
  149. UZS
  150. VEF
  151. VND
  152. VUV
  153. WST
  154. XAF
  155. XCD
  156. XOF
  157. XPF
  158. YER
  159. ZAR
  160. ZMK
  161. ZWD
RevenueEarnedValue Revenue EV Completed work expressed in terms of expected revenue Currency (Money)   N N N N    
RPI RPI Revenue performance index = Revenue Earned Value / Actual Revenue Numeric (Double)   N N N N    
RTCPI RTCPI Revenue To Complete Performance Index = (Revenue Estimated At Complete - REV)/(Expected Revenue-Actual Revenue) Numeric (Double)   N N N N    
SchedulingType Constraint Type   Pick List
  1. SchedulingType
N Y Y N  
  1. As Late As Possible
  2. As Soon As Possible
SetByLeveling Set by leveling   Numeric (Long)   N N N N 0  
SfExternalId SalesForce ID   Text (256)   N N N N    
SfExternalName SalesForce Name   Text (256)   N N N N    
SKU SKU Stock Keeping Unit Text (512)   N N N N    
SPI SPI Schedule performance index = Earned Value / (Budgeted Cost * Expected Progress) Numeric (Double)   Y N N N    
StartDate Start Date The date a milestone is planned to start. This date is automatically determined by Clarizen based on the work item’s dependency, duration, parent work item’s start date and the work item’s constraint type (as soon as possible or as late as possible). The start date can be overwritten by a user to indicate a date that should not be automatically calculated based on constraints changes Date   N N Y N    
StartDateVariance Start Date Variance Start Date Variance = Start Date - Actual Start Date Duration   N N N N    
State State   Pick List
  1. State
N Y Y N  
  1. Active
  2. Cancelled
  3. Completed
  4. Draft
  5. On Hold
SYSID ID System generated unique ID Text (40)   N N N N    
TaskReportingPolicy Leaf Tasks Progress Reporting Policy   Pick List
  1. TaskReportingPolicy
N Y Y N  
  1. Individual
  2. Shared
TaskReportingPolicyManuallySet Leaf Tasks Progress Reporting Policy Manually Set   Toggle   N N N N false  
TCPI TCPI To Complete Performance Index = (Estimate At Complete - EV)/(Budgeted Cost-Actual Cost) Numeric (Double)   Y N N N    
TimeTrackingBilling Time Tracking Billing   Currency (Money)   Y N N N 0.0  
TimeTrackingCost Time Tracking Cost   Currency (Money)   Y N N N 0.0  
TimeTrackingEffort Time Tracking Effort   Duration   N N N N 0 h  
TotalEstimatedCost Total Estimated Cost   Currency (Money)   Y N N N    
TrackStatus Status   Pick List
  1. TrackStatus
N Y Y N  
  1. At Risk
  2. Not Active
  3. Off Track
  4. On Track
TrackStatusManuallySet Status Manually Set   Toggle   N N N N false  
Work Work   Duration   N N N N 0 h  
WorkManuallySet Effort Manually Set   Toggle   N N N N false  
WorkPolicy Work Policy   Pick List
  1. WorkPolicy
N Y Y N  
  1. Fixed Duration
  2. Fixed Unit
  3. Fixed Work
WorkVariance Work Variance Work Variance = Work - Actual Effort Duration   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

Project

External Name Project
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations
  1. AllWorkItems
  2. AllWorkItemsWithShortcut
  3. WorkItems
  4. AllImpacting
  5. AllImpacted
  6. AllTeam
  7. Timesheets
  8. Customers
  9. ExpenseSheets
  10. TargetedIssues
  11. AllChildren
  12. AllParents
  13. Children
  14. Parents
  15. Shortcuts
  16. Impacting
  17. ImpactedBy
  18. JobTitles
  19. Groups
  20. AllTeamMembers
  21. AllManagers
  22. AllReviewers
  23. AllResources
  24. RelatedExpenses
  25. Followers
  26. ProjectCustomers
  27. NotificationsForObject
  28. Successors
  29. Predecessors
  30. Documents
  31. UsersOpenedStopwatches
  32. AttachedPosts
  33. AttachedNotes
  34. AttachedEmails
  35. RelatedTimesheetEntries
  36. Expenses
  37. OriginatedIssues
  38. Issues
  39. WhereUsedAsShortcut
  40. TeamMembers
  41. Resources
  42. Reviewers
  43. Managers
  44. Discussions
  45. LikedBy
  46. DirectFollowers
  47. Topics
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
ActiveStopwatch Active Stopwatch   Pick List
  1. StopwatchAggregateState
N Y N N  
  1. Aggregate
  2. Direct
  3. None
ActualBilledExpenses Actual Billed Expenses Sum of all the expenses that are both BILLABLE and APPROVED that are related to a work item and sub-items Currency (Money)   Y N N N 0.0  
ActualCost Actual Cost Actual cost invested into the work item execution Currency (Money)   Y N N N 0.0  
ActualCostManuallySet Actual Cost Manually Set   Toggle   Y N N N false  
ActualDuration Actual Duration Actual Duration = Actual End date - Actual Start date Duration   N N N N    
ActualEffort Actual Effort   Duration   N N N N 0 h  
ActualEffortUpdatedFromTimesheets Actual Effort Updated from Timesheets Use this option to accumulate timesheet reported hours into the work item's totals: actual efforts, % compilation, actual cost and actual revenue Toggle   N N N N false  
ActualEndDate Actual End Date The date a project has been marked as completed Date   N N N N    
ActualExpenses Actual Expenses Sum of all the APPROVED expenses that are related to a work item and sub-items Currency (Money)   Y N N N 0.0  
ActualRevenue Actual Revenue Actual income received Currency (Money)   Y N N N 0.0  
ActualRevenueManuallySet Actual Revenue Manually Set   Toggle   Y N N N false  
ActualStartDate Actual Start Date System field to hold the project actual start date. This field is not automatically set. Read more... Date   N N N N    
AdditionalComments Additional Comments   Text Area (2000)   N N N N    
AggregatedStopwatchesCount Aggregate Stopwatch Count   Numeric (Integer)   N N N N 0  
AllowReportingOnSubItems Allow Reporting On Sub Items Allows or prevents timesheet reporting on the sub-items Toggle   N N N N false  
BaselineCost Baseline Cost Baseline budget for the work item Currency (Money)   Y N N N    
BaselineCostsVariance Baseline Costs Variance Baseline Costs Variance= [Baseline Budgeted Costs- Budgeted Cost] Currency (Money)   Y N N N    
BaselineCreationDate Baseline Creation Date   Date   N N N N    
BaselineDueDate Baseline Due Date   Date   N N N N    
BaselineDueDateVariance Baseline Due Date Variance Baseline Due Date Variance = [Baseline Due Date - Planned Due Date] Duration   N N N N    
BaselineDuration Baseline Duration   Duration   N N N N    
BaselineDurationVariance Baseline Duration Variance Baseline Duration Variance = [Baseline Duration - Planned Duration] Duration   N N N N    
BaselineRevenue Baseline Revenue Baseline Income planned for the work item Currency (Money)   Y N N N    
BaselineRevenueVariance Baseline Revenue Variance Baseline Revenue Variance= [Baseline Revenue- Planned Revenue] Currency (Money)   Y N N N    
BaselineStartDate Baseline Start Date   Date   N N N N    
BaselineStartDateVariance Baseline Start Date Variance Baseline Start Date Variance = [Baseline Start Date - Planned Start Date] Duration   N N N N    
BaselineWork Baseline Work   Duration   N N N N    
BaselineWorkVariance Baseline Work Variance Baseline Work Variance = [Baseline Work - Planned Work] Duration   N N N N    
Billable Billable   Toggle   N N N N True  
BudgetedHours Budgeted Work Esimated or budgeted efforts Duration   N N N N    
BudgetedHoursManuallySet Budgeted Work Manually Set   Toggle   N N N N false  
BudgetStatus Budget Status   Pick List
  1. BudgetStatus
Y Y Y N  
  1. At Risk
  2. Not Active
  3. Off Track
  4. On Track
BudgetSummary Budget Summary   Text Area (2000)   N N N N    
BusinessAlignment Business Alignment   Text Area (2000)   N N N N    
BusinessImpact Business Impact   Pick List
  1. BusinessImpact
N Y N Y  
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
CalculateCompletenessBasedOnEfforts Calculate %complete based on efforts If true, system will continue to calculate %complete using actual effort and remaining effort. If false, % complete will be updated from the work items below or set by user Toggle   N N N N true  
Charged Charged Indicates whether charging has been carried out for the work item Pick List
  1. ChargedType
N Y Y N  
  1. Fully charged
  2. Not charged
  3. Partially charged
ChargedAmount Charged Amount Amount already charged for work item Currency (Money)   Y N N N    
ChargedAmountManuallySet Charged Amount Manually Set   Toggle   Y N N N false  
ChargedTypeManuallySet Charged Type Manually Set   Toggle   N N N N false  
ClosingNotes Closing Notes   Text Area   N N N N    
CommitLevel Commit Level   Pick List
  1. CommitLevel
N Y N Y  
  1. Contractual
  2. No Commit
  3. Verbally Committed
CommittedDate Committed Date   Date   N N N N    
CompletnessDefinition % Completeness Uncertain   Numeric (Long)   N N N N 0  
Conflicts Conflicts Flags   Numeric (Long)   N N N N 0  
CostBalance Cost Balance Cost Balance = Budgeted Cost - Actual Cost Currency (Money)   Y N N N    
CostCurrencyType Cost Currency Type   Pick List
  1. CurrencyType
Y Y Y N  
  1. AED
  2. AFN
  3. ALL
  4. AMD
  5. ANG
  6. AOA
  7. ARS
  8. AUD
  9. AWG
  10. AZN
  11. BAM
  12. BBD
  13. BDT
  14. BGN
  15. BHD
  16. BIF
  17. BMD
  18. BND
  19. BOB
  20. BRL
  21. BSD
  22. BTN
  23. BWP
  24. BYR
  25. BZD
  26. CAD
  27. CDF
  28. CHF
  29. CLF
  30. CLP
  31. CNY
  32. COP
  33. COU
  34. CRC
  35. CUP
  36. CVE
  37. CZK
  38. DJF
  39. DKK
  40. DOP
  41. DZD
  42. EEK
  43. EGP
  44. ERN
  45. ETB
  46. EUR
  47. FJD
  48. FKP
  49. GBP
  50. GEL
  51. GHS
  52. GIP
  53. GMD
  54. GNF
  55. GTQ
  56. GYD
  57. HKD
  58. HNL
  59. HRK
  60. HTG
  61. HUF
  62. IDR
  63. ILS
  64. INR
  65. IQD
  66. IRR
  67. ISK
  68. JMD
  69. JOD
  70. JPY
  71. KES
  72. KGS
  73. KHR
  74. KMF
  75. KPW
  76. KRW
  77. KWD
  78. KYD
  79. KZT
  80. LAK
  81. LBP
  82. LKR
  83. LRD
  84. LSL
  85. LTL
  86. LVL
  87. LYD
  88. MAD
  89. MDL
  90. MGA
  91. MKD
  92. MMK
  93. MNT
  94. MOP
  95. MRO
  96. MUR
  97. MVR
  98. MWK
  99. MXN
  100. MYR
  101. MZN
  102. NAD
  103. NGN
  104. NIO
  105. NOK
  106. NPR
  107. NZD
  108. OMR
  109. PAB
  110. PEN
  111. PGK
  112. PHP
  113. PKR
  114. PLN
  115. PYG
  116. QAR
  117. RON
  118. RSD
  119. RUB
  120. RUR
  121. RWF
  122. SAR
  123. SBD
  124. SCR
  125. SDG
  126. SEK
  127. SGD
  128. SHP
  129. SKK
  130. SLL
  131. SOS
  132. SRD
  133. STD
  134. SYP
  135. SZL
  136. THB
  137. TJS
  138. TMM
  139. TND
  140. TOP
  141. TRY
  142. TTD
  143. TWD
  144. TZS
  145. UAH
  146. UGX
  147. USD
  148. UYU
  149. UZS
  150. VEF
  151. VND
  152. VUV
  153. WST
  154. XAF
  155. XCD
  156. XOF
  157. XPF
  158. YER
  159. ZAR
  160. ZMK
  161. ZWD
CostVariance Cost Variance Cost Variance = Earned value - Actual Cost Currency (Money)   Y N N N    
CPI CPI Cost performance index = Earned Value / Actual Cost Numeric (Double)   Y N N N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
CurrencyEAC EAC Estimate At Complete = Actual Cost + Estimate To Complete Currency (Money)   Y N N N    
CurrencyETC ETC Estimate To Complete = (Budgetd Cost - EV)/(CPI*SPI) Currency (Money)   Y N N N    
CurrencyREAC Revenue EAC Revenue Estimated At Complete = Actual Revenue + Revenue Estimated To Complete Currency (Money)   N N N N    
CurrencyRETC Revenue ETC Revenue Estimated To Complete = (Expected Revenue - REV)/(RPI*SPI) Currency (Money)   N N N N    
Deliverable Deliverable Indicates whether this work item is a deliverable Toggle   N N N N    
DeliverableType Deliverable Type Fill in the type of the deliverable, if this work item indicates a deliverable Text (512)   N N N N    
Description Description   Text Area (1600)   N N N N    
DirectActualBilledExpenses Direct Actual Billed Expenses   Currency (Money)   Y N N N 0.0  
DirectActualExpenses Direct Actual Expenses   Currency (Money)   Y N N N 0.0  
DirectPlannedBilledExpenses Direct Planned Billed Expenses Billable expenses directly planned for a work item Currency (Money)   Y N N N 0.0  
DirectPlannedExpenses Direct Planned Expenses Expenses directly planned for a work item Currency (Money)   Y N N N 0.0  
DirectProjectedBilledExpenses Direct Projected Billed Expenses   Currency (Money)   Y N N N 0.0  
DirectProjectedExpenses Direct Projected Expenses   Currency (Money)   Y N N N 0.0  
DueDate Due Date The date a project is planned to end. This date is automatically determined by Clarizen based on the work item’s dependency, duration, parent work item’s start & end dates and the work item’s constraint type (as soon as possible or as late as possible). The end date can be overwritten by a user to indicate a date that should not be automatically calculated based on constraints changes Date   N N Y N    
DueDateVariance Due Date Variance Due Date Variance = Due Date - Actual Due Date Duration   N N N N    
Duration Duration   Duration   N N N N    
DurationManuallySet Duration Manually Set   Toggle   N N N N false  
DurationVariance Duration Variance Duration Variance = Duration - Actual Duration Duration   N N N N    
EarliestEndDate Earliest End Date The earliest date a project can end, respecting other work items dependencies and constraints Date   N N N N    
EarliestStartDate Earliest Start Date The earliest date a project can start, respecting other work items dependencies and constraints. Read more... Date   N N N N    
EarnedValue Earned Value Earned value or Budgeted Cost of Work Performed (BCWP) - completed work expressed in terms of the Budgeted Cost Currency (Money)   Y N N N    
EntityType Item Type   Reference To Object   N N N N    
Executable Executable   Boolean   N N N N    
ExpectedBusinessValue Expected Business Value   Text Area (2000)   N N N N    
ExpectedProgress Expected Progress   Numeric (Double)   N N N N 0.0  
ExpectedROI Expected ROI   Numeric (Double)   N N N N    
ExternalID External ID   Text (2000)   N N N N [GUID]  
FixedCost Fixed Cost   Currency (Money)   Y N N N    
FixedPrice Fixed Price   Currency (Money)   Y N N N    
FloatingTask To Do List Item   Toggle   N N N N    
GoalsAchieved Goals Achieved   Toggle   N N N N    
HoldingNotes Holding Notes   Text Area   N N N N    
ImageUrl ImageUrl   Text (256)   N N N N    
Importance Importance   Pick List
  1. Importance
N Y N Y  
  1. Critical
  2. High
  3. Low
  4. Normal
ImportedFrom Imported From   Pick List
  1. ImportedFrom
N Y N N  
  1. MS Outlook
  2. MS Project
  3. None
IndividualReporting Individual Completeness Using Leaf Task and IndividualCompleteness flag is set Toggle   N N N N    
InternalId Internal ID Internal identifier of work item Text (512)   N N N N    
InternalStatus Internal Status Internal Status Text (512)   N N N N    
IsPortfolio Portfolio   Toggle   N N N N false  
Justification Justification   Text Area (2000)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
LatestEndDate Latest End Date The latest date a project can end, respecting other work items dependencies and constraints Date   N N N N    
LatestStartDate Latest Start Date The latest date a project can start, respecting other work items dependencies and constraints Date   N N N N    
Manager Manager   Reference To Object
  1. User
N N Y N    
Mitigation Mitigation   Text Area (1024)   N N N N    
Name Name   String   N N Y N    
ObjectAlias Alias   URL (256)   N N N N    
OnCriticalPath On Critical Path   Boolean   N N N N false  
OrderID Order ID Order Identifier Text (512)   N N N N    
OverallSummary Overall Summary   Text Area (2000)   N N N N    
Parent Parent   Reference To Object
  1. Project
N N N N    
ParentProject Parent Project The project to which the work item is linked Reference To Object
  1. Project
N N N N    
Pending Pending Awaiting for an action to be activated Pick List
  1. Pending
N Y N Y  
  1. Customer Approval
  2. Customer Feedback
  3. Customer Testing
  4. Estimate
  5. Estimate Approval
  6. Internal Design
  7. Internal Testing
  8. None
  9. Vendor Approval
  10. Vendor Quote
PendingTimeTrackingEffort Pending Time Pending Time = Unsubmitted and/or Unapproved Timesheet entries Duration   N N N N 0 h  
PercentCompleted % Complete   Numeric   N N N N 0.0  
PercentInvested % Invested Presents actual investment into the work item execution (%Invested = Actual Cost / Budgeted Cost *100) Numeric (Double)   Y N N N    
PercentProfitability % Profitability ((Actual Revenue - Actual Cost) / Actual Revenue) * 100 Numeric (Double)   Y N N N 0  
Phase Phase   Pick List
  1. Phase
N Y N Y  
  1. Analysis
  2. Build
  3. Closed
  4. Concept
  5. Definition
  6. Design
  7. Development
  8. Evaluation
  9. Implementation
  10. In Transit
  11. Initiation
  12. Integrate
  13. Pilot
  14. Planning
  15. Procurement
  16. Production
  17. QA
  18. Resolution
  19. Rollout
  20. Testing
  21. UI
  22. Verification
PlannedAmount Budgeted Amount Budgeted Amount Currency (Money)   Y N N N 0.0  
PlannedBilledExpenses Planned Billed Expenses Sum of the billable expenses planned for a work item and sub-items Currency (Money)   Y N N N 0.0  
PlannedBudget Budgeted Cost Budget planned for the work item execution Currency (Money)   Y N N N 0.0  
PlannedBudgetManuallySet Budgeted Cost Manually Set   Toggle   Y N N N false  
PlannedExpenses Planned Expenses Sum of all the expenses planned for a work item and sub-items Currency (Money)   Y N N N 0.0  
PlannedRevenue Expected Revenue Income planned for the work item Currency (Money)   Y N N N 0.0  
PlannedRevenueManuallySet Expected Revenue Manually Set   Toggle   Y N N N false  
PlannedSavings Planned Savings   Text Area (2000)   N N N N    
Priority Priority   Numeric (Integer)   N N N N 500  
Profitability Profit Difference between actual revenue and actual cost Currency (Money)   Y N N N    
Project Project   Reference To Object
  1. Project
N N N N    
ProjectedBilledExpenses Projected Billed Expenses Sum of all the expenses that are both BILLABLE and HAVE NOT BEEN APPROVED that are related to a work item and sub-items Currency (Money)   Y N N N 0.0  
ProjectedExpenses Projected Expenses Sum of all the expenses that HAVE NOT BEEN APPROVED YET that are related to a work item and sub-items Currency (Money)   Y N N N 0.0  
ProjectGoals Project Goals   Text Area (2000)   N N N N    
ProjectManager Project Manager   Reference To Object
  1. User
N N Y N    
ProjectSize Project Size   Pick List
  1. ProjectSize
N Y N Y  
  1. Large
  2. Medium
  3. Small
ProjectSponsor Project Sponsor   Reference To Object
  1. User
N N N N    
ProjectTagging Project Tagging   Text Area (2000)   N N N N    
ProjectType Project Type   Pick List
  1. ProjectType
N Y N Y  
  1. Administration
  2. Advertising
  3. Application Maintenance
  4. Campaign
  5. Consulting
  6. Customer Implementation
  7. Customer Support
  8. Design
  9. Development
  10. Execution
  11. Fulfillment
  12. Infrastructure
  13. Internal
  14. Marketing
  15. Network
  16. NPI
  17. Ongoing
  18. Other
  19. Pilot
  20. Quotation
  21. R&D
  22. Sales & Marketing Support
  23. Telecommunications
  24. Web Project
RemainingEffort Remaining Effort   Duration   N N N N 0 h  
RemainingEffortManuallySet Remaining Effort Manually Set   Toggle   N N N N false  
Reportable Reportable Reportable work items appear in the user's timesheet Toggle   N N N N False  
ReportableManuallySet Reportable Manually Set   Toggle   N N N N false  
ReportingStartDate Reporting start date   Date   N N N N    
RevenueBalance Revenue Balance Revenue Balance = Actual Revenue - Expected Revenue Currency (Money)   Y N N N    
RevenueCurrencyType Revenue Currency Type   Pick List
  1. CurrencyType
Y Y Y N  
  1. AED
  2. AFN
  3. ALL
  4. AMD
  5. ANG
  6. AOA
  7. ARS
  8. AUD
  9. AWG
  10. AZN
  11. BAM
  12. BBD
  13. BDT
  14. BGN
  15. BHD
  16. BIF
  17. BMD
  18. BND
  19. BOB
  20. BRL
  21. BSD
  22. BTN
  23. BWP
  24. BYR
  25. BZD
  26. CAD
  27. CDF
  28. CHF
  29. CLF
  30. CLP
  31. CNY
  32. COP
  33. COU
  34. CRC
  35. CUP
  36. CVE
  37. CZK
  38. DJF
  39. DKK
  40. DOP
  41. DZD
  42. EEK
  43. EGP
  44. ERN
  45. ETB
  46. EUR
  47. FJD
  48. FKP
  49. GBP
  50. GEL
  51. GHS
  52. GIP
  53. GMD
  54. GNF
  55. GTQ
  56. GYD
  57. HKD
  58. HNL
  59. HRK
  60. HTG
  61. HUF
  62. IDR
  63. ILS
  64. INR
  65. IQD
  66. IRR
  67. ISK
  68. JMD
  69. JOD
  70. JPY
  71. KES
  72. KGS
  73. KHR
  74. KMF
  75. KPW
  76. KRW
  77. KWD
  78. KYD
  79. KZT
  80. LAK
  81. LBP
  82. LKR
  83. LRD
  84. LSL
  85. LTL
  86. LVL
  87. LYD
  88. MAD
  89. MDL
  90. MGA
  91. MKD
  92. MMK
  93. MNT
  94. MOP
  95. MRO
  96. MUR
  97. MVR
  98. MWK
  99. MXN
  100. MYR
  101. MZN
  102. NAD
  103. NGN
  104. NIO
  105. NOK
  106. NPR
  107. NZD
  108. OMR
  109. PAB
  110. PEN
  111. PGK
  112. PHP
  113. PKR
  114. PLN
  115. PYG
  116. QAR
  117. RON
  118. RSD
  119. RUB
  120. RUR
  121. RWF
  122. SAR
  123. SBD
  124. SCR
  125. SDG
  126. SEK
  127. SGD
  128. SHP
  129. SKK
  130. SLL
  131. SOS
  132. SRD
  133. STD
  134. SYP
  135. SZL
  136. THB
  137. TJS
  138. TMM
  139. TND
  140. TOP
  141. TRY
  142. TTD
  143. TWD
  144. TZS
  145. UAH
  146. UGX
  147. USD
  148. UYU
  149. UZS
  150. VEF
  151. VND
  152. VUV
  153. WST
  154. XAF
  155. XCD
  156. XOF
  157. XPF
  158. YER
  159. ZAR
  160. ZMK
  161. ZWD
RevenueEarnedValue Revenue EV Completed work expressed in terms of expected revenue Currency (Money)   N N N N    
Risks Risks   Text Area (1024)   N N N N    
RisksImpact Risks Impact   Pick List
  1. RiskImpact
N Y N Y  
  1. High
  2. Low
  3. Medium
  4. None
RisksRate Risks Rate   Pick List
  1. RisksRate
N Y N Y  
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
RisksTotalScore Risks Total Score Risks Total Score = Risks Rate * Risks Impact Numeric (Double)   N N N N    
RollupFinancialAndEffortDataFromShortcut Rollup Financial and Effort Data from shortcut   Toggle   N N N N false  
RollupProgressAndDatesFromShortcut Rollup Progress and Dates from shortcut   Toggle   N N N N true  
RPI RPI Revenue performance index = Revenue Earned Value / Actual Revenue Numeric (Double)   N N N N    
RTCPI RTCPI Revenue To Complete Performance Index = (Revenue Estimated At Complete - REV)/(Expected Revenue-Actual Revenue) Numeric (Double)   N N N N    
ScheduleSummary Schedule Summary   Text Area (2000)   N N N N    
SchedulingType Constraint Type   Pick List
  1. SchedulingType
N Y Y N  
  1. As Late As Possible
  2. As Soon As Possible
Score Total Score Score = Business Impact * Expected ROI Numeric (Double)   N N N N    
SetByLeveling Set by leveling   Numeric (Long)   N N N N 0  
SfExternalId SalesForce ID   Text (256)   N N N N    
SfExternalName SalesForce Name   Text (256)   N N N N    
SKU SKU Stock Keeping Unit Text (512)   N N N N    
SPI SPI Schedule performance index = Earned Value / (Budgeted Cost * Expected Progress) Numeric (Double)   Y N N N    
StartDate Start Date The date a project is planned to start. This date is automatically determined by Clarizen based on the work item’s dependency, duration, parent work item’s start date and the work item’s constraint type (as soon as possible or as late as possible). The start date can be overwritten by a user to indicate a date that should not be automatically calculated based on constraints changes Date   N N Y N    
StartDateVariance Start Date Variance Start Date Variance = Start Date - Actual Start Date Duration   N N N N    
State State   Pick List
  1. State
N Y Y N  
  1. Active
  2. Cancelled
  3. Completed
  4. Draft
  5. On Hold
SYSID ID System generated unique ID Text (40)   N N N N    
TaskReportingPolicy Leaf Tasks Progress Reporting Policy   Pick List
  1. TaskReportingPolicy
N Y Y N  
  1. Individual
  2. Shared
TaskReportingPolicyManuallySet Leaf Tasks Progress Reporting Policy Manually Set   Toggle   N N N N false  
TCPI TCPI To Complete Performance Index = (Estimate At Complete - EV)/(Budgeted Cost-Actual Cost) Numeric (Double)   Y N N N    
TimeTrackingBilling Time Tracking Billing   Currency (Money)   Y N N N 0.0  
TimeTrackingCost Time Tracking Cost   Currency (Money)   Y N N N 0.0  
TimeTrackingEffort Time Tracking Effort   Duration   N N N N 0 h  
TotalEstimatedCost Total Estimated Cost   Currency (Money)   Y N N N    
TrackStatus Status   Pick List
  1. TrackStatus
N Y Y N  
  1. At Risk
  2. Not Active
  3. Off Track
  4. On Track
TrackStatusManuallySet Status Manually Set   Toggle   N N N N false  
Work Work   Duration   N N N N 0 h  
WorkManuallySet Effort Manually Set   Toggle   N N N N false  
WorkPolicy Work Policy   Pick List
  1. WorkPolicy
N Y Y N  
  1. Fixed Duration
  2. Fixed Unit
  3. Fixed Work
WorkVariance Work Variance Work Variance = Work - Actual Effort Duration   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

WorkItem

External Name Work Item
Availability After Deletion Available in Recycle Bin
Child Classes
  1. Project
  2. Milestone
Relations
  1. AllTeamMembers
  2. AllManagers
  3. AllReviewers
  4. AllResources
  5. RelatedExpenses
  6. Followers
  7. ProjectCustomers
  8. NotificationsForObject
  9. Successors
  10. Predecessors
  11. AllTeam
  12. Documents
  13. UsersOpenedStopwatches
  14. AttachedPosts
  15. AttachedNotes
  16. AttachedEmails
  17. RelatedTimesheetEntries
  18. Expenses
  19. OriginatedIssues
  20. Issues
  21. WhereUsedAsShortcut
  22. TeamMembers
  23. Resources
  24. Reviewers
  25. Managers
  26. Discussions
  27. LikedBy
  28. DirectFollowers
  29. Topics
  30. AllWorkItems
  31. AllWorkItemsWithShortcut
  32. WorkItems
  33. AllImpacting
  34. AllImpacted
  35. Timesheets
  36. Customers
  37. ExpenseSheets
  38. TargetedIssues
  39. AllChildren
  40. AllParents
  41. Children
  42. Parents
  43. Shortcuts
  44. Impacting
  45. ImpactedBy
  46. JobTitles
  47. Groups
  48. Tasks
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
ActiveStopwatch Active Stopwatch   Pick List
  1. StopwatchAggregateState
N Y N N  
  1. Aggregate
  2. Direct
  3. None
ActualBilledExpenses Actual Billed Expenses Sum of all the expenses that are both BILLABLE and APPROVED that are related to a work item and sub-items Currency (Money)   Y N N N 0.0  
ActualCost Actual Cost Actual cost invested into the work item execution Currency (Money)   Y N N N 0.0  
ActualCostManuallySet Actual Cost Manually Set   Toggle   Y N N N false  
ActualDuration Actual Duration Actual Duration = Actual End date - Actual Start date Duration   N N N N    
ActualEffort Actual Effort   Duration   N N N N 0 h  
ActualEffortUpdatedFromTimesheets Actual Effort Updated from Timesheets Use this option to accumulate timesheet reported hours into the work item's totals: actual efforts, % compilation, actual cost and actual revenue Toggle   N N N N false  
ActualEndDate Actual End Date The date a workitem has been marked as completed Date   N N N N    
ActualExpenses Actual Expenses Sum of all the APPROVED expenses that are related to a work item and sub-items Currency (Money)   Y N N N 0.0  
ActualRevenue Actual Revenue Actual income received Currency (Money)   Y N N N 0.0  
ActualRevenueManuallySet Actual Revenue Manually Set   Toggle   Y N N N false  
ActualStartDate Actual Start Date System field to hold the workitem actual start date. This field is not automatically set. Read more... Date   N N N N    
AggregatedStopwatchesCount Aggregate Stopwatch Count   Numeric (Integer)   N N N N 0  
AllowReportingOnSubItems Allow Reporting On Sub Items Allows or prevents timesheet reporting on the sub-items Toggle   N N N N false  
BaselineCost Baseline Cost Baseline budget for the work item Currency (Money)   Y N N N    
BaselineCostsVariance Baseline Costs Variance Baseline Costs Variance= [Baseline Budgeted Costs- Budgeted Cost] Currency (Money)   Y N N N    
BaselineCreationDate Baseline Creation Date   Date   N N N N    
BaselineDueDate Baseline Due Date   Date   N N N N    
BaselineDueDateVariance Baseline Due Date Variance Baseline Due Date Variance = [Baseline Due Date - Planned Due Date] Duration   N N N N    
BaselineDuration Baseline Duration   Duration   N N N N    
BaselineDurationVariance Baseline Duration Variance Baseline Duration Variance = [Baseline Duration - Planned Duration] Duration   N N N N    
BaselineRevenue Baseline Revenue Baseline Income planned for the work item Currency (Money)   Y N N N    
BaselineRevenueVariance Baseline Revenue Variance Baseline Revenue Variance= [Baseline Revenue- Planned Revenue] Currency (Money)   Y N N N    
BaselineStartDate Baseline Start Date   Date   N N N N    
BaselineStartDateVariance Baseline Start Date Variance Baseline Start Date Variance = [Baseline Start Date - Planned Start Date] Duration   N N N N    
BaselineWork Baseline Work   Duration   N N N N    
BaselineWorkVariance Baseline Work Variance Baseline Work Variance = [Baseline Work - Planned Work] Duration   N N N N    
Billable Billable   Toggle   N N N N True  
BudgetedHours Budgeted Work Esimated or budgeted efforts Duration   N N N N    
BudgetedHoursManuallySet Budgeted Work Manually Set   Toggle   N N N N false  
BudgetStatus Budget Status   Pick List
  1. BudgetStatus
Y Y Y N  
  1. At Risk
  2. Not Active
  3. Off Track
  4. On Track
CalculateCompletenessBasedOnEfforts Calculate %complete based on efforts If true, system will continue to calculate %complete using actual effort and remaining effort. If false, % complete will be updated from the work items below or set by user Toggle   N N N N true  
Charged Charged Indicates whether charging has been carried out for the work item Pick List
  1. ChargedType
N Y Y N  
  1. Fully charged
  2. Not charged
  3. Partially charged
ChargedAmount Charged Amount Amount already charged for work item Currency (Money)   Y N N N    
ChargedAmountManuallySet Charged Amount Manually Set   Toggle   Y N N N false  
ChargedTypeManuallySet Charged Type Manually Set   Toggle   N N N N false  
CommitLevel Commit Level   Pick List
  1. CommitLevel
N Y N Y  
  1. Contractual
  2. No Commit
  3. Verbally Committed
CommittedDate Committed Date   Date   N N N N    
CompletnessDefinition % Completeness Uncertain   Numeric (Long)   N N N N 0  
Conflicts Conflicts Flags   Numeric (Long)   N N N N 0  
CostBalance Cost Balance Cost Balance = Budgeted Cost - Actual Cost Currency (Money)   Y N N N    
CostCurrencyType Cost Currency Type   Pick List
  1. CurrencyType
Y Y Y N  
  1. AED
  2. AFN
  3. ALL
  4. AMD
  5. ANG
  6. AOA
  7. ARS
  8. AUD
  9. AWG
  10. AZN
  11. BAM
  12. BBD
  13. BDT
  14. BGN
  15. BHD
  16. BIF
  17. BMD
  18. BND
  19. BOB
  20. BRL
  21. BSD
  22. BTN
  23. BWP
  24. BYR
  25. BZD
  26. CAD
  27. CDF
  28. CHF
  29. CLF
  30. CLP
  31. CNY
  32. COP
  33. COU
  34. CRC
  35. CUP
  36. CVE
  37. CZK
  38. DJF
  39. DKK
  40. DOP
  41. DZD
  42. EEK
  43. EGP
  44. ERN
  45. ETB
  46. EUR
  47. FJD
  48. FKP
  49. GBP
  50. GEL
  51. GHS
  52. GIP
  53. GMD
  54. GNF
  55. GTQ
  56. GYD
  57. HKD
  58. HNL
  59. HRK
  60. HTG
  61. HUF
  62. IDR
  63. ILS
  64. INR
  65. IQD
  66. IRR
  67. ISK
  68. JMD
  69. JOD
  70. JPY
  71. KES
  72. KGS
  73. KHR
  74. KMF
  75. KPW
  76. KRW
  77. KWD
  78. KYD
  79. KZT
  80. LAK
  81. LBP
  82. LKR
  83. LRD
  84. LSL
  85. LTL
  86. LVL
  87. LYD
  88. MAD
  89. MDL
  90. MGA
  91. MKD
  92. MMK
  93. MNT
  94. MOP
  95. MRO
  96. MUR
  97. MVR
  98. MWK
  99. MXN
  100. MYR
  101. MZN
  102. NAD
  103. NGN
  104. NIO
  105. NOK
  106. NPR
  107. NZD
  108. OMR
  109. PAB
  110. PEN
  111. PGK
  112. PHP
  113. PKR
  114. PLN
  115. PYG
  116. QAR
  117. RON
  118. RSD
  119. RUB
  120. RUR
  121. RWF
  122. SAR
  123. SBD
  124. SCR
  125. SDG
  126. SEK
  127. SGD
  128. SHP
  129. SKK
  130. SLL
  131. SOS
  132. SRD
  133. STD
  134. SYP
  135. SZL
  136. THB
  137. TJS
  138. TMM
  139. TND
  140. TOP
  141. TRY
  142. TTD
  143. TWD
  144. TZS
  145. UAH
  146. UGX
  147. USD
  148. UYU
  149. UZS
  150. VEF
  151. VND
  152. VUV
  153. WST
  154. XAF
  155. XCD
  156. XOF
  157. XPF
  158. YER
  159. ZAR
  160. ZMK
  161. ZWD
CostVariance Cost Variance Cost Variance = Earned value - Actual Cost Currency (Money)   Y N N N    
CPI CPI Cost performance index = Earned Value / Actual Cost Numeric (Double)   Y N N N    
CreatedBy Created By   Reference To Object
  1. User
N N N N    
CreatedOn Created On   Date   N N N N    
CurrencyEAC EAC Estimate At Complete = Actual Cost + Estimate To Complete Currency (Money)   Y N N N    
CurrencyETC ETC Estimate To Complete = (Budgetd Cost - EV)/(CPI*SPI) Currency (Money)   Y N N N    
CurrencyREAC Revenue EAC Revenue Estimated At Complete = Actual Revenue + Revenue Estimated To Complete Currency (Money)   N N N N    
CurrencyRETC Revenue ETC Revenue Estimated To Complete = (Expected Revenue - REV)/(RPI*SPI) Currency (Money)   N N N N    
Deliverable Deliverable Indicates whether this work item is a deliverable Toggle   N N N N    
DeliverableType Deliverable Type Fill in the type of the deliverable, if this work item indicates a deliverable Text (512)   N N N N    
Description Description   Text Area (1600)   N N N N    
DirectActualBilledExpenses Direct Actual Billed Expenses   Currency (Money)   Y N N N 0.0  
DirectActualExpenses Direct Actual Expenses   Currency (Money)   Y N N N 0.0  
DirectPlannedBilledExpenses Direct Planned Billed Expenses Billable expenses directly planned for a work item Currency (Money)   Y N N N 0.0  
DirectPlannedExpenses Direct Planned Expenses Expenses directly planned for a work item Currency (Money)   Y N N N 0.0  
DirectProjectedBilledExpenses Direct Projected Billed Expenses   Currency (Money)   Y N N N 0.0  
DirectProjectedExpenses Direct Projected Expenses   Currency (Money)   Y N N N 0.0  
DueDate Due Date The date a work item is planned to end. This date is automatically determined by Clarizen based on the work item’s dependency, duration, parent work item’s start & end dates and the work item’s constraint type (as soon as possible or as late as possible). The end date can be overwritten by a user to indicate a date that should not be automatically calculated based on constraints changes Date   N N Y N    
DueDateVariance Due Date Variance Due Date Variance = Due Date - Actual Due Date Duration   N N N N    
Duration Duration   Duration   N N N N    
DurationManuallySet Duration Manually Set   Toggle   N N N N false  
DurationVariance Duration Variance Duration Variance = Duration - Actual Duration Duration   N N N N    
EarliestEndDate Earliest End Date The earliest date a workitem can end, respecting other work items dependencies and constraints Date   N N N N    
EarliestStartDate Earliest Start Date The earliest date a workitem can start, respecting other work items dependencies and constraints. Read more... Date   N N N N    
EarnedValue Earned Value Earned value or Budgeted Cost of Work Performed (BCWP) - completed work expressed in terms of the Budgeted Cost Currency (Money)   Y N N N    
EntityType Item Type   Reference To Object   N N N N    
Executable Executable   Boolean   N N N N    
ExpectedProgress Expected Progress   Numeric (Double)   N N N N 0.0  
ExternalID External ID   Text (2000)   N N N N [GUID]  
FixedCost Fixed Cost   Currency (Money)   Y N N N    
FixedPrice Fixed Price   Currency (Money)   Y N N N    
FloatingTask To Do List Item   Toggle   N N N N    
ImageUrl ImageUrl   Text (256)   N N N N    
Importance Importance   Pick List
  1. Importance
N Y N Y  
  1. Critical
  2. High
  3. Low
  4. Normal
ImportedFrom Imported From   Pick List
  1. ImportedFrom
N Y N N  
  1. MS Outlook
  2. MS Project
  3. None
IndividualReporting Individual Completeness Using Leaf Task and IndividualCompleteness flag is set Toggle   N N N N    
InternalId Internal ID Internal identifier of work item Text (512)   N N N N    
InternalStatus Internal Status Internal Status Text (512)   N N N N    
LastUpdatedBy Last Updated By   Reference To Object
  1. User
N N N N    
LastUpdatedBySystemOn System Last Updated On   Date   N N N N [CURR_DATE]  
LastUpdatedOn Last Updated On   Date   N N N N    
LatestEndDate Latest End Date The latest date a workitem can end, respecting other work items dependencies and constraints Date   N N N N    
LatestStartDate Latest Start Date The latest date a workitem can start, respecting other work items dependencies and constraints Date   N N N N    
Manager Manager   Reference To Object
  1. User
N N Y N    
Name Name   String   N N Y N    
ObjectAlias Alias   URL (256)   N N N N    
OnCriticalPath On Critical Path   Boolean   N N N N false  
OrderID Order ID Order Identifier Text (512)   N N N N    
Parent Parent   Reference To Object
  1. WorkItem
N N N N    
ParentProject Parent Project The project to which the work item is linked Reference To Object
  1. Project
N N N N    
Pending Pending Awaiting for an action to be activated Pick List
  1. Pending
N Y N Y  
  1. Customer Approval
  2. Customer Feedback
  3. Customer Testing
  4. Estimate
  5. Estimate Approval
  6. Internal Design
  7. Internal Testing
  8. None
  9. Vendor Approval
  10. Vendor Quote
PendingTimeTrackingEffort Pending Time Pending Time = Unsubmitted and/or Unapproved Timesheet entries Duration   N N N N 0 h  
PercentCompleted % Complete   Numeric   N N N N 0.0  
PercentInvested % Invested Presents actual investment into the work item execution (%Invested = Actual Cost / Budgeted Cost *100) Numeric (Double)   Y N N N    
PercentProfitability % Profitability ((Actual Revenue - Actual Cost) / Actual Revenue) * 100 Numeric (Double)   Y N N N 0  
Phase Phase   Pick List
  1. Phase
N Y N Y  
  1. Analysis
  2. Build
  3. Closed
  4. Concept
  5. Definition
  6. Design
  7. Development
  8. Evaluation
  9. Implementation
  10. In Transit
  11. Initiation
  12. Integrate
  13. Pilot
  14. Planning
  15. Procurement
  16. Production
  17. QA
  18. Resolution
  19. Rollout
  20. Testing
  21. UI
  22. Verification
PlannedAmount Budgeted Amount Budgeted Amount Currency (Money)   Y N N N 0.0  
PlannedBilledExpenses Planned Billed Expenses Sum of the billable expenses planned for a work item and sub-items Currency (Money)   Y N N N 0.0  
PlannedBudget Budgeted Cost Budget planned for the work item execution Currency (Money)   Y N N N 0.0  
PlannedBudgetManuallySet Budgeted Cost Manually Set   Toggle   Y N N N false  
PlannedExpenses Planned Expenses Sum of all the expenses planned for a work item and sub-items Currency (Money)   Y N N N 0.0  
PlannedRevenue Expected Revenue Income planned for the work item Currency (Money)   Y N N N 0.0  
PlannedRevenueManuallySet Expected Revenue Manually Set   Toggle   Y N N N false  
Priority Priority   Numeric (Integer)   N N N N 500  
Profitability Profit Difference between actual revenue and actual cost Currency (Money)   Y N N N    
Project Project   Reference To Object
  1. Project
N N N N    
ProjectedBilledExpenses Projected Billed Expenses Sum of all the expenses that are both BILLABLE and HAVE NOT BEEN APPROVED that are related to a work item and sub-items Currency (Money)   Y N N N 0.0  
ProjectedExpenses Projected Expenses Sum of all the expenses that HAVE NOT BEEN APPROVED YET that are related to a work item and sub-items Currency (Money)   Y N N N 0.0  
RemainingEffort Remaining Effort   Duration   N N N N 0 h  
RemainingEffortManuallySet Remaining Effort Manually Set   Toggle   N N N N false  
Reportable Reportable Reportable work items appear in the user's timesheet Toggle   N N N N False  
ReportableManuallySet Reportable Manually Set   Toggle   N N N N false  
ReportingStartDate Reporting start date   Date   N N N N    
RevenueBalance Revenue Balance Revenue Balance = Actual Revenue - Expected Revenue Currency (Money)   Y N N N    
RevenueCurrencyType Revenue Currency Type   Pick List
  1. CurrencyType
Y Y Y N  
  1. AED
  2. AFN
  3. ALL
  4. AMD
  5. ANG
  6. AOA
  7. ARS
  8. AUD
  9. AWG
  10. AZN
  11. BAM
  12. BBD
  13. BDT
  14. BGN
  15. BHD
  16. BIF
  17. BMD
  18. BND
  19. BOB
  20. BRL
  21. BSD
  22. BTN
  23. BWP
  24. BYR
  25. BZD
  26. CAD
  27. CDF
  28. CHF
  29. CLF
  30. CLP
  31. CNY
  32. COP
  33. COU
  34. CRC
  35. CUP
  36. CVE
  37. CZK
  38. DJF
  39. DKK
  40. DOP
  41. DZD
  42. EEK
  43. EGP
  44. ERN
  45. ETB
  46. EUR
  47. FJD
  48. FKP
  49. GBP
  50. GEL
  51. GHS
  52. GIP
  53. GMD
  54. GNF
  55. GTQ
  56. GYD
  57. HKD
  58. HNL
  59. HRK
  60. HTG
  61. HUF
  62. IDR
  63. ILS
  64. INR
  65. IQD
  66. IRR
  67. ISK
  68. JMD
  69. JOD
  70. JPY
  71. KES
  72. KGS
  73. KHR
  74. KMF
  75. KPW
  76. KRW
  77. KWD
  78. KYD
  79. KZT
  80. LAK
  81. LBP
  82. LKR
  83. LRD
  84. LSL
  85. LTL
  86. LVL
  87. LYD
  88. MAD
  89. MDL
  90. MGA
  91. MKD
  92. MMK
  93. MNT
  94. MOP
  95. MRO
  96. MUR
  97. MVR
  98. MWK
  99. MXN
  100. MYR
  101. MZN
  102. NAD
  103. NGN
  104. NIO
  105. NOK
  106. NPR
  107. NZD
  108. OMR
  109. PAB
  110. PEN
  111. PGK
  112. PHP
  113. PKR
  114. PLN
  115. PYG
  116. QAR
  117. RON
  118. RSD
  119. RUB
  120. RUR
  121. RWF
  122. SAR
  123. SBD
  124. SCR
  125. SDG
  126. SEK
  127. SGD
  128. SHP
  129. SKK
  130. SLL
  131. SOS
  132. SRD
  133. STD
  134. SYP
  135. SZL
  136. THB
  137. TJS
  138. TMM
  139. TND
  140. TOP
  141. TRY
  142. TTD
  143. TWD
  144. TZS
  145. UAH
  146. UGX
  147. USD
  148. UYU
  149. UZS
  150. VEF
  151. VND
  152. VUV
  153. WST
  154. XAF
  155. XCD
  156. XOF
  157. XPF
  158. YER
  159. ZAR
  160. ZMK
  161. ZWD
RevenueEarnedValue Revenue EV Completed work expressed in terms of expected revenue Currency (Money)   N N N N    
RPI RPI Revenue performance index = Revenue Earned Value / Actual Revenue Numeric (Double)   N N N N    
RTCPI RTCPI Revenue To Complete Performance Index = (Revenue Estimated At Complete - REV)/(Expected Revenue-Actual Revenue) Numeric (Double)   N N N N    
SchedulingType Constraint Type   Pick List
  1. SchedulingType
N Y Y N  
  1. As Late As Possible
  2. As Soon As Possible
SetByLeveling Set by leveling   Numeric (Long)   N N N N 0  
SfExternalId SalesForce ID   Text (256)   N N N N    
SfExternalName SalesForce Name   Text (256)   N N N N    
SKU SKU Stock Keeping Unit Text (512)   N N N N    
SPI SPI Schedule performance index = Earned Value / (Budgeted Cost * Expected Progress) Numeric (Double)   Y N N N    
StartDate Start Date The date a work item is planned to start. This date is automatically determined by Clarizen based on the work item’s dependency, duration, parent work item’s start date and the work item’s constraint type (as soon as possible or as late as possible). The start date can be overwritten by a user to indicate a date that should not be automatically calculated based on constraints changes Date   N N Y N    
StartDateVariance Start Date Variance Start Date Variance = Start Date - Actual Start Date Duration   N N N N    
State State   Pick List
  1. State
N Y Y N    
SYSID ID System generated unique ID Text (40)   N N N N    
TaskReportingPolicy Leaf Tasks Progress Reporting Policy   Pick List
  1. TaskReportingPolicy
N Y Y N  
  1. Individual
  2. Shared
TaskReportingPolicyManuallySet Leaf Tasks Progress Reporting Policy Manually Set   Toggle   N N N N false  
TCPI TCPI To Complete Performance Index = (Estimate At Complete - EV)/(Budgeted Cost-Actual Cost) Numeric (Double)   Y N N N    
TimeTrackingBilling Time Tracking Billing   Currency (Money)   Y N N N 0.0  
TimeTrackingCost Time Tracking Cost   Currency (Money)   Y N N N 0.0  
TimeTrackingEffort Time Tracking Effort   Duration   N N N N 0 h  
TotalEstimatedCost Total Estimated Cost   Currency (Money)   Y N N N    
TrackStatus Status   Pick List
  1. TrackStatus
N Y Y N  
  1. At Risk
  2. Not Active
  3. Off Track
  4. On Track
TrackStatusManuallySet Status Manually Set   Toggle   N N N N false  
Work Work   Duration   N N N N 0 h  
WorkManuallySet Effort Manually Set   Toggle   N N N N false  
WorkPolicy Work Policy   Pick List
  1. WorkPolicy
N Y Y N  
  1. Fixed Duration
  2. Fixed Unit
  3. Fixed Work
WorkVariance Work Variance Work Variance = Work - Actual Effort Duration   N N N N    
Tips
  1. This entity has pick list fields that may have being customized by your organization. Please refer to the pick list values in the formula helper editor or view the values within the relevant field.

WorkItemHierarchyLink Back to top

ProgressImpactLink

External Name Progress Impact
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

RealWorkItemHierarchyLink

External Name Parent
Availability After Deletion Permanently Deleted
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

ShortcutLink

External Name Shortcut
Availability After Deletion Available in Recycle Bin
Child Classes  
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values

WorkItemHierarchyLink

External Name Hierarchy
Availability After Deletion Permanently Deleted
Child Classes
  1. RealWorkItemHierarchyLink
  2. ShortcutLink
  3. ProgressImpactLink
Relations  
API NameDisplay NameTooltipField Data TypeReference to EntityFinancial FieldPick List FieldMandatory FieldCustomizable FieldDefault ValuePossible Values
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Comments

  • Avatar
    Garret Saarinen

    Is the formatting supposed to look like this? It seems like the cells that have text have wrapping turned on and are too small to allow the text to look normal.

  • Avatar
    Boris Krutiy

    Garret,

    Thank you for the feedback. We will look into it and improve it. Any further feedback is most appreciated.

  • Avatar
    Josh Santos

    Hi Garret, I believe the issue has been addressed.

  • Avatar
    Garret Saarinen

    Looks much better Josh and Boris!

  • Avatar
    Peter Fjelsten

    I still cannot read the table. There is a overflow:hidden that kills it

    Latest FF

  • Avatar
    Peter Fjelsten

    .container-wrap

  • Avatar
    Boris Krutiy

    Just to update you on this, we have a Documentation Request to fix this. Reference ID is CR-285259

  • Avatar
    Jon Beckman

    Is there any place I can just download the user manual in the meantime?

  • Avatar
    Jon Beckman

    Could someone please direct me to where I can download a user manual (at least chapter 22) until this is fixed? Or get this emailed to me?

  • Avatar
    Elizabeth Ross

    Looks like it isn't fixed yet. Is there a way to get this emailed or a download?

  • Avatar
    Kiara Ochoa

    Following the last three comments. Is there any way to download this?

  • Avatar
    Danielle Lasirona

    You can download the manual over here: http://usermanual.clarizen.com/home

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