This article contains:

1. Overview

Fields available through each dataset are indicated below. These will usually reflect the labels used within your Project 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 Project. 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 Project 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 Project 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 Project 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 Project Project Workflow's Project Detail object configuration as shown below:

Figure 1.3

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).

Figure 1.4

Project_LessonsLearned_STND

This dataset will include all fields activated for the Lessons Learned object in your Project 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:

Figure 1.5

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:

Figure 1.6

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

Appendix: Standard Project Datasets

1. Overview