Appendix: Standard Project Datasets

1. Overview

Fields available through each dataset are indicated below. These will usually reflect the labels used within your cammsproject application. However, please note that your Insights Administrator can,

  • change the names of datasets and fields for use within the Insights application.

  • show/hide specific fields/datasets based on your user role.

This section lists all datasets applicable for cammsproject. Use the links below to jump directly to the section you are looking for,

  • Project datasets.

  • Business Requirement datasets.

Project_ProjectRegister_STND

This dataset will include all fields activated for the Project Register page in your cammsproject application. It includes several fixed fields for additional usability – see below.

Fixed fields:

Field name in Insights

Notes

Field name in Insights

Notes

PROJECTID 

Unique identifier for Projects – not usually displayed in reports.

Project Name 

Name of the project.

Project Workflow

Workflow name.

Project Current Actual % Complete 

Project Current Actual % Complete.

Project Current Target % Complete 

Project Current Target % Complete.

Project Current Budget Performance Traffic Light 

Project Current Budget Performance Traffic Light.

Project Current Budget Performance Value 

Project Current Budget Performance Value.

Project Current Comment 

Project Current Comment.

Project Current Progress Performance Traffic Light 

Project Current Progress Performance Traffic Light.

Project Current Progress Performance Value 

Project Current Progress Performance Value.

Project Current Status 

Project Current Status.

Current Year Expenditure Budget 

 

Current Year Income Budget

 

Current Year Net Budget

 

Total Expenditure

 

Total Income

 

Total Net Project Budget

 

Project Baseline Start Date

 

Project Baseline End Date

 

Project Start Date

 

Project End Date

 

Other fields are determined from those made visible via the cammsproject Settings Configuration > Project Register View as shown below:

Figure 1.1

Project_ProjectDetails_STND

This dataset will show all fields activated for all instances of the first tab of the project details object across all your workflows. It includes several fixed fields for additional usability – see below.

Fixed fields:

Field name in Insights

Notes

Field name in Insights

Notes

PROJECTID 

Unique identifier for Projects – not usually displayed in reports.

Project Name

Name of the project.

Project Workflow 

Workflow name.

LINKEDACTIONID

Used to get information of the action linked to this project from Planning_ActionDetails_STND.

Linked Action Name

Linked Action Name.

LINKEDTASKID

Used to get information of the task linked to this project from Planning_TaskDetails_STND.

Linked Task Name

Linked Task Name.

Start Date 

Start Date.

End Date 

End Date.

SERVICEPROFILEID 

Used to get information of the primary service linked to this project from Planning_OrgHierarchy_STND.

Primary Service Profile

 

STRATEGYID

Used to get information of the primary strategy linked to this project from Planning_PlanningHierarchy_STND.

Primary Strategy

 

PARENTPROJECTID 

Used to get information of the parent project this project belongs to from Project_ProjectDetails_STND.

Parent Project Name 

Parent Project Name.

Other fields are determined from those made visible via the respective cammsproject Project Workflow's Project Detail object configuration as shown below:

Figure 1.2

Project_QuickUpdate_STND

This dataset will include all fields activated for the Quick Update page in your cammsproject application. These fields are configured from your Project Details object. It includes several fixed fields for additional usability – see below.

Fixed fields:

Field name in Insights

Notes

Field name in Insights

Notes

PROJECTID 

Unique identifier for Projects – not usually displayed in reports.

Project Name

Name of the project.

Project Workflow

Workflow name.

LINKEDACTIONID 

Used to get information of the action linked to this project from Planning_ActionDetails_STND.

Linked Action Name

Linked Action Name.

LINKEDTASKID 

Used to get information of the task linked to this project from Planning_TaskDetails_STND.

Linked Task Name

Linked Task Name.

Start Date 

Start Date.

End Date 

End Date.

Primary Service Profile

 

SERVICEPROFILEID

Used to get information of the service linked to this project from Planning_OrgHierarchy_STND.

Primary Strategy

 

PARENTPROJECTID 

Used to get information of the parent project this project belongs to from Project_ProjectDetails_STND.

Parent Project Name 

Parent Project Name.

Project Last Change Date 

Project Last Change Date.

Project Last Change Person 

Project Last Change Person.

Other fields are determined from those made visible via the cammsproject Project Workflow's Project Detail object configuration as shown below:

Project_SignOff_STND

This dataset provides all fields relevant to sign offs.

Field name in Insights

Notes

Field name in Insights

Notes

PROJECTID

Unique identifier for Projects – not usually displayed in reports.

Project Name

Name of the project.

Project Workflow

Name of the workflow.

Project Phase

Name of the phase.

Object Title

Name of the object sign off is attached to if relevant.

SIGNOFFID

Unique identifier for each sign off – not usually displayed in reports.

Sign Off Person

Person doing the sign off action.

Approval Action 

The type of action e.g. apply for approval.

Approval Status 

Status of the approval e.g. Pending Approval.

Approved Date 

Date of the sign off action.

General Comment 

General Comment.

Project Position

Project Position.

Sign Off Comment

Sign Off Comment.

Project_PreliminaryBudget_STND

This dataset includes all standard (non-custom) fields enabled for the Preliminary Budget object across all workflows and phases used within your organisation.

Field name in Insights

Notes

Field name in Insights

Notes

PROJECTID

Unique identifier for Projects – not usually displayed in reports.

Project Workflow

Name of the workflow.

Project Phase

Name of the phase.

Project Name

Name of the project.

Account No

Account No.

Budget Line

Budget Line.

Type

Budget Type e.g. Income, Expenditure, Net.

Type Order

Used to sort types in Income, Expenditure, Net order.

Budget Value

Numerical value of budget.

Comment

Comment.

Custom date field

Custom date field.

Budget Type

Budget Type.

Budget Year

Budget Year.

Project_PreliminaryBudgetCustomFields_STND

This dataset includes all custom (non-standard) fields activated for the Preliminary Budget object across all workflows and phases used within your organisation.

(to be updated).

Project_LessonsLearned_STND

This dataset will include all fields activated for the Lessons Learned object in your cammsproject application. It includes several fixed fields for additional usability – see below.

Fixed fields:

Field name in Insights

Notes

Field name in Insights

Notes

PROJECTID

Unique identifier for Projects – not usually displayed in reports.

Project Name

Name of the project.

Project Workflow

Name of the workflow.

Project Phase

Name of the phase.

LESSONLEARNEDID

Unique identifier for each lesson learned – not usually displayed in reports.

Category 

Category.

Impact 

Impact.

Lesson

Lesson.

Lesson ID

Unique identifier for each lesson – not usually displayed in report.

Recommended Action

Recommended Action.

Other fields are determined from those made visible for the object via the Settings Configuration > Lessons Learned Page as shown below:

Project_LessonsLearnedRegister

This dataset will include all fields activated for the Lessons Learned Register object in your cammsproject application. It includes several fixed fields for additional usability – see below.

Fixed fields:

Field name in Insights

Notes

Field name in Insights

Notes

Category

Unique identifier for Projects – not usually displayed in reports.

Impact

Impact.

Lesson

Lesson.

Lesson ID

Unique identifier for Lessons – not usually displayed in report.

LESSONLEARNID

Unique identifier for each lesson – not usually displayed in report.

Recommended Action

Recommended Action.

Other fields are determined from those made visible for the object via the Settings Configuration > Lessons Learned Page as shown below:

Project_TaskDetails_STND

This dataset includes all fields enabled for the Task Details object across all workflows and phases used within your organisation. It includes the fixed filter parameters 'Project Workflow' and ‘Project Phase’ which enables you to filter tasks from projects matching a specific Workflow and Phase. 

Important: Please ensure you select a single Workflow and a single Phase from the same Workflow to ensure this dataset works accurately.

Field name in Insights

Notes

Field name in Insights

Notes

PROJECTID

Unique identifier for Projects – not usually displayed in reports.

Project Title

Name of project.

Project Workflow

Name of the workflow.

Project Phase

Name of the phase.

PARENTPROJECTTASKID

Unique identifier for parent tasks – not usually displayed in reports.

Parent Task Title

Name of parent task.

PROJECTTASKID

Unique identifier for tasks – not usually displayed in reports.

Last Changed Date

Last Changed Date.

Last Changed By

Last Changed By.

Baseline End

Baseline End.

Baseline Start

Baseline Start.

Comment

Comment.

Completion Date

Completion Date.

Duration

Duration.

End Date

End Date.

Predecessors

Predecessors.

Progress %

Progress Percentage.

ProgressPerformanceTrafficLight

Progress Performance Traffic Light.

Responsible Person

Responsible Person.

Revised End Date

Revised End Date.

Revised Start Date

Revised Start Date.

Start Date

Start Date.

Status

Status.

Task

Task.

Task Cost

Task Cost.

Worked

Worked.

Remaining fields are determined from those made visible via the Project Workflow's Task Planning object configuration as shown below:

Project_AssessmentModel_STND

This dataset includes all summary level fields relevant for the Assessment Model object across all workflows and phases used within your organisation. For criteria level scoring refer Project_AssessmentModelExtended_STND.

Field in Insights

Notes

Field in Insights

Notes

PROJECTID

Unique identifier for Projects – not usually displayed in reports.

Project Title

Name of project.

Project WorkFlow

Project WorkFlow.

Project Phase

Project Phase.

Template Name Final Score

Template Name Final Score.

Date Finalised

Date Finalised.

Date

Date.

Status

Status.

 

 

Final Score

Final Score.

Finalise

Finalise.

Project_AssessmentModelExtended_STND

This dataset provides criteria level scoring and commentary with regards to project assessments.

(to be updated).

Project_ImplementationBudgetByYear_STND

This dataset includes all fields activated for all instances of the Implementation Budget object across all your workflows. It includes several fixed fields for additional usability – see below.

Note: This dataset produces yearly data only. For month level data refer Project_ImplementationBudgetByMonth_STND

Fixed fields:

Field name in Insights

Notes

Field name in Insights

Notes

PROJECTID

Unique identifier for Projects – not usually displayed in reports.

Project Title

Name of project.

Project Workflow

Name of the workflow.

Project Phase

Name of the phase.

Type Sort

Allows sorting of the Budget Type by Income, Expenditure, Net order.

Actual YTD

Actual Year to Date.

ActualYTD + Committed

Actual Year to Date + Committed.

Annual Budget

Annual Budget.

Budget Type

Budget Type.

Budget YTD

Budget Year to Date.

Committed YTD

Committed Year to Date.

Forecast

Forecast.

Opening Balance

Opening Balance.

Original Budget

Original Budget.

Performance

Performance.

Project Name

Project Name.

Reporting Year

Reporting Year.

Revised Budget

Revised Budget.

Sort Date

Sort Date.

Type Order

Type Order.

Variance

Variance.

Variance%

Variance Percentage.

Project_ImplementationBudgetByMonth_STND

This dataset includes all fields activated for all instances of the Implementation Budget object across all your workflows. It includes several fixed fields for additional usability – see below.

Note: This dataset produces monthly data only. For year level data refer Project_ImplementationBudgetByYear_STND

Fixed fields:

Field name in Insights

Notes

Field name in Insights

Notes

PROJECTID

Unique identifier for Projects – not usually displayed in reports.

Project Workflow

Name of the workflow.

Project Phase

Name of the phase.

Project Title

Name of project.

Reporting Year

Reporting year e.g. 18/19.

Account Period

Account Period e.g. P01, P02 etc.

Date Sort

Allows sorting of the account periods.

Type Sort

Allows sorting of the above by Income, Expenditure, Net order.

Actual

Actual.

Budget

Budget.

Budget Type

Budget Type.

Project Name

Project Name.

Sort Date

Sort Date.

Type Order

Type Order.

Variance

Variance.

Project_ImplementationBudgetExtended_STND

This dataset will include all fields relevant for the Implementation Budget object. It produces account level data.

Field name in Insights

Notes

Field name in Insights

Notes

PROJECTID

Unique identifier for Projects – not usually displayed in reports.

Reporting Year

Reporting year e.g. 18/19.

Account Number

Account Number.

Account Description

Account Description.

Type

Expenditure/Income/Net.

Type Sort

Allows sorting of the above by Income, Expenditure, Net order.

Variance %

Variance %.

Variance

Variance.

Performance

Performance.

Budget YTD

Budget YTD.

Actual YTD

Actual YTD.

Actual YTD Committed

Actual YTD Committed.

Committed YTD

Committed YTD.

Original Budget

Original Budget.

Annual Budget

Annual Budget.

Revised Budget

Revised Budget.

Opening Balance

Opening Balance.

Forecast

Forecast.

Account

Account.

Budget Type

Budget Type.

Project Name

Project Name.

Project Phase

Project Phase.

Project Workflow

Project Workflow.

Sort Date

Sort Date.

Type Order

Type Order.

Project_CustomObject_STND

Please note that this dataset will show all fields activated for all instances of the custom object (excluding custom tables) across all your workflows and phases. It includes fixed fields ‘Project Workflow’, ‘Project Phase’ and ‘Object Name’ which enables you to filter the data as needed.

Project_CustomTable_STND

Please note that this dataset will show all fields activated for all instances of custom tables across all your workflows and phases. It includes fixed fields ‘Project Workflow’, ‘Project Phase’ and ‘“Table Name’ which enables you to filter the data as needed.

Project_ImageGallery_STND