Projects Hub Data Structure

View Projects hub field information. The fields are listed by tab.

Scroll down, or click one of the following links to view the field information for that tab:

• Overview tab
• Snapshot tab
• Configuration tab
• Access Control tab

Overview Tab

Field	Description
Project Name	Enter or view the name of the project. It can have a maximum of 20 characters. Alphanumeric and special characters are accepted.
Description	Enter or view a description of the project.
Program	View the associated program, or select a program to associate with this project. When you click the program name, Touchstone displays the program in the Programs hub view. If you do not have rights to view the program, a message displays letting you know. In Edit mode (hover over the field name), you can use the drop-down list to select a different program or click the X on the right side of the drop down field to disassociate the project from a program. All programs to which you have access are listed in the drop-down. A project must be associated with a program and have an acceptance criteria template in order for you to submit a schedule. Projects only display in the Submittals view when they are associated with a program and an acceptance criteria template. You cannot use benchmark attributes for the project if it is not linked to a program.
Manager	Select or view the name of the project manager. The list of names is from the information in EPM Security Administrator (EPM SA).
Contract ID	Enter or view the contract name or number.
Contract Finish Date	Enter or view the date that the contract finishes.
Current Project % Complete	This is an estimate of the project percent complete based on duration, based on data from the latest uploaded snapshot. Touchstone uses the following calculation: ((Sum of Original Duration - Sum of Remaining Duration) / Sum of Original Duration) where only activities that are not summaries are taken into account. In some cases, activities may have original duration that is smaller than remaining duration which may cause the Project % Complete to be a negative number. In these situations, Touchstone displays Project % Complete as zero.
Current Activity Count	This is the total number of activities in the project, based on data from the latest uploaded snapshot and is calculated by counting activities of all tasks that are not summaries. This field is blank until at least one snapshot is uploaded.
Phase	Enter or view the phase that the project is in. For example, Proposed, Open, or Closed.
Last Submitted	This is the upload date of the last uploaded schedule snapshot. This field is blank until at least one snapshot is uploaded.
CURRENT DATES
Start	This is the project actual start date or the earliest activity start date if the project does not have a start date.
Finish	This is the project actual finish date or the latest activity finish date if the project does not have a finish date.
Time Now	This is the Time Now date from the latest snapshot. It displays the exact date value extracted from the schedule file and is not adjusted to the local time zone. It is populated using data from the last snapshot for each associated project and displays None until at least one associated project has an uploaded snapshot. Time Now is called Data Date in P6 and Status Date in Microsoft Project. This field displays in red when the Time Now value is not current. "Current" is defined on the Projects Configuration tab. If you submit a schedule and the Time Now value is not current, Touchstone includes a warning in the email after the schedule is submitted. If you try to submit a schedule when the Time Now value is not current and the option to Reject submittals if the time now date is not current has been selected on the Projects Configuration tab, Touchstone displays an error message and the schedule is not uploaded.
Baseline Start	This is the project planned start date or the earliest activity baseline start date if the project does not have a baseline start date. This field is blank when the project is from Primavera P6.
Baseline Finish	This is the project planned finish date or the latest activity baseline finish date if the project does not have a baseline finish date. This field is blank when the project is from Primavera P6.
BUDGETS
Negotiated Cost	Enter or view the estimated cost negotiated in a cost-plus-fixed-fee contract, or the negotiated contract target cost in either a fixed-price incentive contract or a cost-plus-incentive-fee contract. This field is not used in any calculations and is for information purposes only.
Current Projected Cost	This is the sum of the budgeted costs for all activities within the project. It is populated using the latest snapshot for the project and is blank until at least one snapshot is uploaded. The budget cost is calculated in the following manner: Primavera P6 XER/XML files: The sum of the budget costs for all activities including summaries. Deltek Open Plan BK3 files: The sum of the budget costs for all top-level activities including the rolled-up budget costs from the children. Microsoft Project MSP files: The sum of the budget costs for all top-level activities including the rolled-up budget costs for the children; however, if the project has a baseline cost, Touchstone uses the baseline's budget cost.
Contingency	Enter or view the reserve that is set aside for unexpected events and is usually part of the contract's base budget.

Snapshot Tab

Since you can use the Select Columns dialog box to add, remove, and reorder the columns, the fields in the table below are listed in alphabetical order.

Field	Description
<Benchmark Attributes>	Benchmark attributes are used in benchmark reporting and are qualitative measures of success for the project. Click Grid Settings to add one or more benchmark attribute columns to the grid. The list includes all of the benchmark attributes that have been added to the Programs Overview tab Benchmark Attributes grid for the associated Program. If you have write access to the project, you can click in a benchmark attribute column to select an attribute value.
Activity Count	This is the total number of activities in the project, based on data from the latest snapshot and is calculated by counting activities of all tasks that are not summaries. This field is blank until at least one snapshot is uploaded.
Baseline Finish	This is the project planned finish date or the latest activity baseline finish date if the project does not have a baseline finish date.
Baseline Start	This is the project planned start date or the earliest activity baseline start date if the project does not have a baseline start date.
Finish	This is the project actual finish date or the latest activity finish date if the project does not have a finish date.
Last Updated	This is the date that the project was last changed. This takes into account any snapshot uploads and changes to benchmark attributes. When a new project is created, this column is blank until a snapshot is uploaded or a change is made to the benchmark attributes.
Project % Complete	This is the amount, in percent, that the project is complete. For a missing snapshot, this column is blank.
Schedule	For an uploaded snapshot, this is the name of the file that was uploaded by the submitter. Click the file name to save the file to your local drive. If the row you are looking at is for a missing schedule, this column is blank. For a missing snapshot, this column is blank.
Score	This is the score that Touchstone gave the uploaded schedule based on the acceptance criteria metrics. You can see the name of the acceptance criteria template that was used for the scoring on the Projects Configuration tab. For a missing snapshot, this column is blank.
Start	This is the project actual start date or the earliest activity start date if the project does not have a start date.
Status	This is the condition of the schedule: Accepted: Touchstone checked the uploaded schedule against the acceptance criteria and it scored the same or greater than the Minimum Acceptance Score. A message displays letting you know that the schedule has been accepted. You can click the link in the Score column to view a Microsoft Excel report where you can see how the schedule scored for each metric. Rejected: Touchstone checked the uploaded schedule against the acceptance criteria and it scored less than the Minimum Acceptance Score. A message displays letting you know that the schedule failed. You can click the link in the Score column to view a Microsoft Excel report where you can see how the schedule scored for each metric. If the Window Close Date has not yet passed, the issues can be corrected and the schedule can be uploaded again. Missing: No schedule has been uploaded and the Window Close Date has passed. In this case, you will need to contact the Scheduler to discuss what to do. You can see the name of the acceptance criteria template that was used for the scoring on the Projects Configuration tab.
Submitter	For an uploaded snapshot, this is the name of the person who uploaded the schedule snapshot and is from the user information in EPM Security Administrator (EPM SA). For a missing snapshot, this is the name of the user who was logged in when Touchstone added the missing snapshot to the grid after the user selected the Add Missing Snapshots option in the Other Actions menu.
Submitter Email	This is the email address for the person who uploaded the schedule snapshot and is from the user information in EPM Security Administrator (EPM SA). The emails that are sent from Touchstone use the settings on the Configuration tab in Settings > General To send an email to the submitter, click on the link in this column to display a new email message window. The Subject line is automatically populated with the project name, project status, window close date, and number of days until the close date (if applicable). When you click Send, the upload report is automatically attached to the email.
Submitter Phone	This is the phone number for the person who uploaded the schedule snapshot and is from the user information in EPM Security Administrator (EPM SA).
Time Now	This is the Time Now date from the latest snapshot. Time Now is called Data Date in P6 and Status Date in Microsoft Project.
Uploaded	Prior to the Window Close Date, the submitter may upload their schedule as many times as they wish. Each time they upload, the previous upload is overwritten. This is the date that the snapshot was last uploaded. For a missing snapshot, this column displays the date that you clicked Other Actions > Add Missing Snapshot and the missing snapshot was added to the grid.
Window Close Date	This is the date by which you must have your schedule uploaded. That is, you have until 11:59pm the day before this date to upload your schedule. Use the Projects Configuration tab to specify how often you want schedules for each project to be uploaded and the length of each reporting period. The Window Close Date is calculated by adding the number of days listed in the Upload Window field (Projects Configuration tab) to the Reporting Period (Projects Configuration tab).

Configuration Tab

Field	Description
Reporting Period	Specify the frequency at which you want schedules for this project to be uploaded. Weekly: The reporting period end date is always a Friday. Biweekly: The reporting period end date is calculated by subtracting 1 from the Start date of the biweekly periods date to get the first end date. After that, the Window Close Date is every 14 days. Month End: The reporting period end date is always the last day of the month.
Start date of the biweekly periods	This field displays when you select a Biweekly reporting period. Enter a start date for the first biweekly period.
Upload Window	Enter the number of calendar days that you have, after the reporting period ends, to upload your schedule before Window Close Date. If you select a Weekly reporting period, you can select a number between 1 and 7. If you select a Bi-Weekly reporting period, you can select a number between 1 and 14. If you select a Month End reporting period, you can select a number between 1 and 31.
Field Mapping Template	View the associated field mapping template, or select the field mapping template that you want to use for the project. When you click the field mapping template name, Touchstone displays the template in the Field Mappings view. If you do not have rights to view the template, a message displays letting you know. Touchstone uses a standard import template to import data from schedule projects. However, it also allows you to custom map any data in the project file. The field mapping templates are defined in Templates > Field Mappings.
Acceptance Criteria Template	View the associated acceptance criteria template, or select the acceptance criteria template that you want to use for the project. This is a required field. When you click the acceptance criteria template name, Touchstone displays the template in the Acceptance Criteria view. If you do not have rights to view the template, a message displays letting you know. The acceptance criteria operate at the project level; that is, each project is associated with an acceptance criteria template that includes the metrics used to evaluate the submittals. When you submit a schedule in the Submittals view, Touchstone uses the acceptance criteria to determine if the schedule is accepted or rejected. If you delete an acceptance criteria template that is associated with a project (Templates > Acceptance Criteria), that project will no longer display in the Submittals view and the submitter will not be able to upload a schedule. To avoid this issue, if the acceptance criteria template that you have selected for this project is deleted, you must select a different template in this field. The acceptance criteria templates are defined in Templates > Acceptance Criteria.
Time Now Options	Use these fields to define current time now. The Time Now date displays the exact date value extracted from the schedule file and is not adjusted to the local time zone. It is populated using data from the last snapshot for each associated project and displays None until at least one associated project has an uploaded snapshot. The Time Now field displays on the Projects Overview tab, in the Projects List view, and in the Submittals view. It displays in red when the value is not current as defined here. Time Now is called Data Date in P6 and Status Date in Microsoft Project. If you submit a schedule and the Time Now value is not current, Touchstone includes a warning in the email after the schedule is submitted. If you try to submit a schedule when the Time Now value is not current and the option to Reject submittals if the time now date is not current has been selected, Touchstone displays an error message and the schedule is not uploaded.
Current	Use the Current field to define "current time now." Equal to or Greater than the upload window start date Within the last nn days (relative to current system date) Within the last nn days (relative to window close date) When you select Within the last nn days, it means <number> of days prior to today's date. For example, if today is May 22 and you specify Within the last 7 days, it means that current time now is defined as being anytime from May 15 - 21. All options are relative to your browser's local time zone.
Time Now Window	If you select one of the Within the last nn days options in the Current field, you must select a number here as the nn value. The available options are based on the reporting period: 1 to 7 for weekly, 1 to 14 for bi-weekly, and 1 to 31 for monthly.
Reject Submittals if the time now date is not current	If this option is selected and a submitter tries to upload a schedule when the Time Now value is not current, Touchstone displays an error message and the schedule is not uploaded.

Access Control Tab

Field	Description
Owner	This is the name of the project owner and is only editable on this tab. The name that displays is from the EPM Security Administrator (EPM SA) User General tab First Name and Last Name fields for the owner. If those fields are blank, it displays the EPM SA User ID name for the owner. It is a read-only field in the Project's List view. Only the owner and a member of the SYSADMIN group can edit this field. In edit mode, you can select a different name from the drop-down list. The list includes all users who have been assigned a named license in EPM Security Administrator. When you copy a project, you become the owner and this field changes to your First Name + Last Name or User ID.
ACCESS CONTROL LIST
User	This list is sorted alphabetically by first name and includes all users who have been assigned to a named license. The list includes first and last name and user ID in parentheses. Select the user to whom you want to grant access. When you select a user, the Group column is disabled.
Group	This list includes all groups listed in EPM Security Administrator and is sorted by group description. Select a group to whom you want to grant access. When you select a group, the User column is disabled.
Role	This list includes all roles listed in EPM Security Administrator and is sorted by role description. This is an optional field. The OWNER_DELEGATE role gives a user or a member of a group the same rights as the owner, including the ability to edit the access control information. It does not allow the user or group member to change the owner.
Read Only	Select this check box if you want to limit the user or group to read-only access.
SUBMITTER LIST
Submitter	This column lists the first and last name plus user ID of the submitter.