About the Workspace Fields List |
The Workspace Fields List displays native and custom fields that can be configured in your workspace types.
Fields are grouped as Profile fields and Status fields. Native fields are listed in alphabetical order, followed by custom fields. The field category (Native or Custom) is listed, along with an indicator of whether or not the field is required. The Workspace Type column lists the workspace types in which a field is visible (native fields) or included (custom fields). Note: Any custom workspace fields created in your enterprise are unique to your environment and are not included here.
An Actions icon gives you options for actions you can perform on a field. Possible actions depend on the field category (native or custom):
Profile Fields (native):
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The approval status of a workspace. Automatically updated during the request approval process. For more information, see Workspace State and Approval Status Overview. |
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manually entered when request or workspace is created or edited |
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cross reference field used for department-level accounting of an employee's time in an external system. Displays as blank unless set by an external system or by a PPM project manager or administrator. For more information, see About Cap Auth ID. |
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automatically set to Planned or Unplanned when a workspace is marked as
planned or unplanned in the Capacity Planner application. |
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manually entered when workspace or request is created |
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blank unless set by external system or PPM project manager or administrator cross reference field used to associate a workspace in PPM with a workspace in an external system. Displays as blank unless set by the external system or a project manager or administrator in PPM. See About Workspace External ID for details. Note: See also About Dynamic Application External ID. |
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manually entered when workspace is created |
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manually entered when workspace or request is created or edited, except if using auto-workspace naming. |
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automatically generated by system when workspace or request is created, read-only |
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automatically generated when workspace or request is created. |
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manually entered when workspace or request is created or edited |
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manually entered when workspace or request is created or edited |
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manually entered when workspace or request is created or edited |
Status Fields (native): Note: Field names beginning with Schedule or Scheduled indicate fields derived from information in the Task schedule. |
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Manually entered during a workspace status update. |
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Derived
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Derived
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Derived
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manually selected when workspace is created or
during status update |
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manually selected during status update (if phase tracking enabled) |
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Derived Calculated from tasks in the schedule using the formula for calculating summary task % complete. For details, see Percent Complete Calculations. |
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Derived
Note: If all tasks are removed, Scheduled Finish will revert to blank. A status update will be required, however, for this change to be reflected in reports. |
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Derived
Note: If all tasks are removed, Scheduled Start will revert to blank. A status update will be required, however, for this change to be reflected in reports. |
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Derived
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automatically generated initially, then manually updated during status update. See Workspace State and Approval Status Overview for more information. |
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Derived
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Derived
Note: If you are using Timesheets, work must be submitted and approved (if using approval policies) before it shows up as actual work. |
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Derived
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Derived
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Total Planned Labor Revenue | Derived
Total estimated billable revenue of a task, based on task planned work and external billing rate(s) of task assignee(s). |
Derived
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Update Notes |
manually added during a status update. In some cases may be automatically generated by system during status update. |