In general, the data model includes three types of entities: Work, People, and Plans.
People are Who is doing the job, Work is What we are working on, and Plans are When things are supposed to happen.
All the items mentioned here can be used as cards or lanes when building views in Targetprocess, or as a basis for building custom reports. You can also rename the items based on your preferences and working methods.
Every person in your company will have a User account in Targetprocess.
It can be a User with a full license (with access to Targetprocess) or an Integration User - an active user in Targetprocess who can be assigned work and used for capacity planning, but who has NO access to Targetprocess.
People form Teams. Teams can be cross-functional or organized around a specific business area.
Location shows which country or region the employee (User) is located in.
A Job Family is a group of Job Profiles that involve work in the same general occupation and require similar skills and expertise.
Expertise is a Skill with an Experience Level and Core Skill parameters (defining if it's a core skill for a Job Profile or a Person) set. It represents skills needed for a Job Profile or skills people have.
Involvement allows defining the engagement of a User in a Team in percentage %. It’s mainly needed when people work in several Teams, and we need to calculate their availability correctly.
Teams can be a part of Agile Release Trains and Solution Trains if you practice SAFe.
Portfolios contain all the work items, such as Portfolio Epics, Epics, Features, User Stories, and Bugs, in Targetprocess. On a Portfolio level, we decide on an item's terminology, workflow, custom fields, and other process settings. People get access to Portfolios to see and edit work items based on the permissions granted. If needed, Program (or Group) is used to organize Portfolios by any parameter, such as Type or Portfolio, Line of Business, Organization, etc.
A Portfolio is a renamed Project entity. A Portfolio is a most frequently used Object in Targetprocess. It usually represents a portfolio of Products, Applications, Portfolio Epics, or any other Portfolio. You can rename it if needed.
Portfolio Epics represent Epics in SAFe, high-level initiatives or projects in a traditional work management approach.
Epics represent solution capabilities, service initiatives, or large features. They are big enough to span several product releases or program increments.
Features are program-level work items, which represent new product features or smaller activities. Typically it's something too large to be implemented during a single iteration, but small enough to fit inside a Program Increment or a Release.
User Stories and Bugs are Team level items, representing a distinct piece of work in the system that fits into a single team iteration.
Portfolio Epics, Epics, Features, Bugs, and User Stories can exist in a Portfolio without a parent item (for example a User Story can be created in a Portfolio with no Feature).
There are two types of work items in Targetprocess: Global (don't require a Portfolio when created) and Non-Global (need a Portfolio when created). The work items mentioned above are non-global native items in the Targetprocess hierarchy and this classification cannot be changed, which means they require a Portfolio to be selected when created. Most of the other items are new items created via an Extended Domain. They can be global or non-global based on customer requirements.
For each Work Item, we can define Key Milestones, Definition of Done (DoD), Acceptance criteria (AC), Measurements, Personal Tasks, and Approvals.
Key Milestones represent important dates in a work item's life cycle. It can be an MVP release, a project phase start, a pre-production release date, or any other important date.
Definition of Done is an agreed-upon set of items that have to be completed before an item is considered done.
Acceptance criteria are the conditions that an item has to meet to be accepted by a user, a customer, or other systems. They are unique for each item and define the behavior from the end-user perspective.
Measurements are tracked metrics relating to a work item. It can be used for KPIs or to capture essential updates.
Personal Tasks are your personal tasks related to the work item.
Approvals allow blocking an entity in a specific state until an Approver transfers an Approval to the final status.
Planning items in Targetprocess are Releases used as Program Increments or Planning Quarters, Team Iterations, and Milestones.
Releases or Program Increments represent a timebox during which a group of teams deliver incremental value in the form of working, tested software or systems. It has predetermined start and end dates, during which progress is monitored and compared with planned velocity.
Team Iterations are shorter fixed-length timeboxes, used by Agile Teams to plan work and track progress.
Milestones in Targetprocess represent important company events such as upcoming trade shows, a new regulation, or a meeting with a strategic committee. It is visible as colorful flags on a timeline view.
Requests are used to represent incoming requirements, questions, or ideas from internal or external people - Requesters.
Use them for idea management, work intake, or customer support. Requests are a way to communicate an idea or a question and manage related work once a request is processed.
Risk Management is the process of identifying, assessing, and controlling threats to an organization's capital and earnings.
Risk Actions are taken to reduce either the likelihood of the risk occurring or the impact that it will have.
Year, Quarter, Month, Week, and Day represent calendar or fiscal Years, Quarters, Months, Weeks, and Days respectively. They can be generated for the past, current, and future years and allow managing budgets and capacity within a defined period.
Annual, Quarterly, and Monthly Budgets represent Budgets of a defined period for any item. It could be a Portfolio, Portfolio Epic, Initiative, ART, Product, or others. Budgets are generated automatically for an item (when installed from a solution) and allow to track of planned investments and actual costs by Month, Quarter, and Year.
Rates represent People or Teams' personal or blended rates. It can be a rate paid hourly, monthly, or annually. It's used to calculate planned expenses and track actuals.
Costs represent Labor costs. They can be entered into the system manually or calculated automatically based on work completed and people rates.
Expenses refer to Non-Labour expenses. It could be expenses such as rent, utilities, travel, software, hardware payments, or any other.
Objectives and Key Results framework is a tool to create alignment and engagement around measurable goals.
Objectives are memorable qualitative descriptions of what you want to achieve.
Key Results are a set of metrics that measure your progress toward the Objective.
In Targetprocess we support three levels of Objectives: Ultimate, Strategic, and Tactical. The names of these levels can be renamed to suit your terminology.
Work Allocations help define people and team demands and allocations on specific work items, such as Portfolio Epics or Epics (Capabilities).
Demand helps define people and team demand on specific work items, such as Portfolio Epics or Capabilities.
Availability shows the availability of a person or team in a certain period of time.
Work Allocations can be in percentage, hours, or FTEs for a User or Team. It can also represent a User allocation to a Team if a person is a part of multiple teams, and his capacity needs to be planned carefully.
Impediments and Dependencies represent anything that keeps teams from getting work done.
An Impediment is a less powerful object than a Dependency; for example, you cannot assign people or create a workflow for it. Use Dependency if you either need people assigned or a workflow created.
Custom relations can be created between work items directly. They can be of a dependency, blocker, or duplicate type. These relations are visible on a work item view and visualized as colorful arrows on any board, list, or roadmap view.
PI Objectives are a summary of the business and technical goals that an Agile Team or train intends to achieve in the upcoming Program Increment.
During PI Planning events, teams create Team PI objectives, which are later organized into Program and Solution PI Objectives.
Iteration Goal is a high-level summary of what a product owner and a team would like to accomplish during a sprint.
A Retrospective is a look back at events that took place or work produced in the past.
Feedbacks are collected from each team member during a retrospective and converted into Action Items, which are later implemented during the upcoming sprints.
Release Packages represent a global product or solution releases happening on a scheduled or unscheduled basis, or versions of software delivered to production. Builds are intermediate development builds.
Incident Management solution allows you to capture service interruptions and track the time needed to restore the service to its operational state. Incidents can be created manually, as well as automatically in the system.
Time Tracking is a process of recording time spent and remaining when working on a User Story or Bug. It's used in Time Sheets as well as for capacity and budgeting purposes.
Time Record allows defining time spent on completing a work item.
There is an additional set of items that belong to the Test Management area in the Targetprocess data model.
For every work and planning entity, you can create a related Test Plan which contains a set of lower-level test plans and individual Test Cases. Then you can execute a Test Plan multiple times by creating related Test Plan Runs.
Read more about the Test Area in Targetprocess.
A public Holiday is a non-working day during the year that is set by law. It's related to a country or multiple countries.
Sick Day is a day of absence from work taken due to illness. It's related to a user.
Vacation is a period when an employee spent away from work. It can be a full or a half-day off.
Day On is a period when an employee works overtime.