Glossary

Closed
  • Flag to indicate that item is archived.

  • Item will not appear in lists any more, unless “show closed” is checked.

Description
  • This field allows to define a description on an item.

  • Depending on the element type, name of field can be different.

See also

GUI behavior

  • It is possible to define that description field is mandatory.

  • The element type screens allow to set this parameter to several elements.

  • More detail, see: Behavior section.

Done
  • Flag to indicate that item has been done.

  • Date of done is saved.

External reference
  • This field allows fill free input.

  • It uses to refer information from an external source.

  • External reference value can be put in email message with externalReference special field.

  • More detail, see: Administration guide.

Handled
  • Flag to indicate that item has been taken into account.

  • Date of handling is saved.

  • This generally means that responsible has been named.

Id
  • Every item has a unique Id, automatically generated on creation.

  • Id is chronologically allocated, for all kind of items (Activity, Ticket).

  • Id is shared for all projects and all types (i.e. incident) of the same kind items (i.e. Ticket).

Origin
  • Determines the element of origin.

  • The origin is used to keep track of events (ex.: order from quote, action from meeting).

  • More detail, see : Origin field.

Status
  • The status determines the life cycle of items.

  • It defines the progress of the treatment of the item.

  • Item is linked to a element type, element type is linked to a workflow.

  • A workflow defines the possibility to go from one status to another one, more detail, see: Workflows.

See also

Accelerator button

Reference
  • Reference is displayed after id, automatically generated on creation.

  • Reference depends on defined format, see under “Format for reference numbering” section in Global parameters screen.

  • Default format defines a specific numbering format that can provide unique numbering sequence for each project and/or each type of items.

Result
  • A result is a description of the treatment of an item.

  • Usually, the result is set when the status of the item is done.

See also

GUI behavior

  • It is possible to define that result field is mandatory on done status.

  • The element type screens allow to set this parameter to several elements.

  • More detail, see: Behavior section.

WBS
  • Work Breakdown Structure.

  • Hierarchical position of the element in the global planning.

  • WBS also defines the index of an item in the WBS structure. This index is calculated like paragraphs in a word document.