Standard properties
A set of standard properties is associated with each plan object. These properties display on the Show Properties tab and columns in reports and outlines.
When a new object is created, its property fields display the default values based on its parent values.
This table shows the default properties.
| Property name | Description | Content type |
|---|---|---|
| MemberName |
Plan object name. Default name is supplied. Names should be unique within a plan. Required. Should be kept short for usage in Table and Overview. |
Text up to 100 characters |
| PlanObjectTypeID | Type of object. Set by the module. Required. | List of object types defined for the plan. |
| MemberDescription | The description is used for the tool tip. | Text 255 characters or less |
| StartPeriod | Starting period for the object. Required. | Date |
| NumberOfPeriods |
Duration for the object based on frequency level of the start date. If start date is Q1 and number of periods is 4, then duration is 4 quarters. Required. |
Number |
| Notes | Text comment. | Text 2000 characters or less |
| Responsibility | The person responsible for the object. This is linked to the Active Directory list or the Responsibility table. | From Active Directory selection or configured server computer Users/Groups |
| Priority | Priority of object. Allows custom list entries (see section after table). | Text from either a list ranging from Low, Medium, and High or a custom list. |
| Category | Different categories used in reporting. Allows custom list entries (see section after table). | Text from either a list of Customer, Financial, Internal and Learn&Growth or a custom list |
| SortOrder | Relative importance within the object type. For example, if object type is Objective, the order indicates order in which to report or list the Objectives in the plan. This field can be used to establish a sort order in a report. | Number |
| Status | A text field available for any use, often used to report status. | Text 100 characters or less |
| Custom | Text field available for any use. For example, can be used for Supplier to record person who actually supplies measurement information and is different from person responsible for the object. | Text 255 characters or less |
| Author | Person who created this object. Recorded by the module. Required. | User name specified at sign on |
| CreateDate | Date and time when created by author. Recorded by the module. Displays date and time in the local time format for the language setting on user's computer. | Date and time (minute resolution on time) |
| Modified | Time when the last property value was changed. | Date |
| ModifiedBy | Person who created the property value. | User name specified at sign on |