Glossary of Terms

Summary: Our

Our

Organization

consists of

nodes,

which we sometimes call 'reporting

dimensions

'. Nodes can contain Legal, Geographic, Functional, Line of Business, Customer, and Cost Center dimensions of an organization. Our

Organizationcontains

Pages.

Pages

can contain Organizational Nodes, Users, Contacts, Companies, Contracts, Programs, all types of Tasks. The list of

Companies

includes our

Organization

, as well as customers, suppliers, vendors, or any other organization we choose.

Companies

can contain

contacts

. Contacts can belong to

our company,

or to

other

companies, like customers, suppliers, partners, channel members, contractors, and vendors. A

Company

has many Programs. Each

program

can contain many Projects. Each

Project

can contain many Deliverables. Each

Deliverable

can contain many tasks. Each

Task

can contain many more Tasks. Each Program can make use of one or more

contract

. Each contract can contribute one or more

Allocations

of funds. And each Program can contain

Program Accounts

,

Members

(users), We use three types of permissions: Customizable

Access

permissions on a Page, Workflow Permissions , and very limited Role-based Permissions to control access to some parts of the application's menu. We use

Workspaces

do display

sets of panels

including their existing

filters

. We use

Favorites

to display

single Pages

. The

Workspace

consists of

Panels

. The Panels contain

Items.

And the items in each panel can be

Filtered

. The Workspace

Panels

work together to

Filter

the contents of the

Tasks Panel

. There a are many different

Types

of

Tasks

. One of which is also called "

Task

" or "

Card

" depending upon how its displayed: as a row in a

Table

or

Outline

or a 'card' on a

Board

. We use

six

categories of tasks:

Containers

for grouping tasks into Projects, Deliverables and Folders.

Stories

which cannot contain other stories.

Tasks

which can contain other tasks.

Financial

tasks that must be approved outside of the Program. Business

Requirements

for recording lists. And

Documents

for creating content. A

workflow

consists of a fixed set of

Stages

and each Stage contains a customizable set of

States.

We change States by pressing

Buttons

. Each button refers to a

Choice

in the Workflow. We

schedule

a task on a

Timeline

, and we

book

or

reserve

appointments on a

Calendar

. We can

book appointments

any time during the

week,

any time during the

day,

and at specific a

time-of-day

.

Disciplines

contain Roles.

Users

can serve in many

Roles

, at different

Rates

. Our Organization uses many

Rate Sheets.

Rate Sheets consist of a

subset of Roles.

Each Role on each Rate Sheet can have a different

Rate

.

Users

can have

individual rates

.

Contracts

can override those individual Rates.

Project Rates

can override those Contract Rates.

Custom Project Rates

for the Individual can override the Project Rates. We

Record

or

Charge

time, expenses, adjustments, and commissions against a Task. We

Bill

that time to a Program. We

Invoice

the Customer for what's been

Billed

to the Program. We record

Payments

against Invoices.

Disciplines

contain

Skills

contain

Skill Levels

, Contain

Skill Weights.

Users choose their Skill Levels. And give each other

thumbs-up and thumbs-down

on those Skill Levels, which in turn produces

Skill Ratings.

We

Post

to the

Wall

on Pages. We watch the

Activity Stream

and

Comment

on posts. We

filter

the Activity Stream using

Channels

. We add content to channels by

Subscribing

to

Events

on Pages. We Chat using the People Panel: right-click a person and choose Chat, or select two or more people and choose Start group chat (you can also click a person’s image for a one-to-one chat). Chat history is on the User's Profile Page → Chats tab. Private chats are not the organizational record — for that, use page walls and channels (including public #hashtag channels). We use

Accounting Period

s to control Revenue and Costs. We use

Operational Periods

to control forecasts, appointments, and the Recording of Charges against Programs. We use

Payroll Periods

to Control Timecards. We Forecast Costs. When we Forecast Costs we allocate

Costs

to

Individuals,

and from individuals to

Tasks

. By Allocating Costs to Tasks we find the true cost of running our organization. We later make adjustments to the Forecast Costs to reflect the Actual Costs. And then we Close the Accounting Period.