Glossary

Written By Envisage Support

Last updated About 1 month ago

Terminology

Allocation

Allocation refers to the distribution of resources across users and departments within a project’s bid.

Bid

A bid functions as a subdivision of the resource pools within a project’s budget. 

Budget

Budgets act as high-level resource pools within a project. 

Client

Client refers to the name of an individual, group, or organization, for whom work is being performed.

Code

Code is a shorthand title for a named thing, usually following a specific format.

Component

A component represents a logical unit in a project, which can vary based on project type. They can be generally described as a particular element within a project or system.

Component Category

Component categories are a classification of components defined by their shared functionality. They are the most superior, high-level organizational structure to a component or component type.

Component Type

Component types are another layer of grouping used to further organize components.

Department

A department is a collection of users within an organization who share similar responsibilities. 

Entity Type

Entity types are [ELABORATION NEEDED]

Event

Also known as Scheduler Event

An event is the main UI element in the Scheduler interface. It denotes an activity—typically a task or other responsibility—that occurred over a period of time, rounded to the nearest 15 minute interval.

Header Nav Bar

The header nav bar is the row of navigational elements located on the top of the screen within Envisage.

Issue

Issues are problems that users wish to flag with other members of their team.

Issue Type

Issue types are a layer of grouping used to organize and categorize issues raised by users of an organization.

Link Type

Link types are [ELABORATION NEEDED]

Modal

A modal is a UI element, simply described as a variation of a pop-up window. It requires the user to interact with it before they return to the main application.

Pipeline Step

Pipeline steps are best described as the different phases of a pipeline that go into creating a product or service.

Project

A project is a planned endeavor with a structured set of tasks, resources, and deliverables, all with an achievable desired goal.

Project Type

Project types are a layer of grouping used to further classify and organize projects.

Roles/Permissions

DESCRIPTION NEEDED

Side Nav Bar

The side nav bar is the column of elements located on the left side of the screen in many areas within Envisage.

Skill

A skill is a particular ability to do something, typically tied to a piece of software.

Status

A status signifies the level of completion of a specific item for tracking purposes.

Task

A task is a section of work that is typically assigned to a user.

Task Template

A task template is a framework for task creation that is utilized during the creation of components. When a component is created, users have the option to pick a template that will generate tasks according to the desired template.

User

A user is any individual member of an organization.

Work Order

Work orders are any tasks associated with a component. These tasks represent executional items under a component. They can be attached to any pipeline/process steps in a parent/child relationship, or be independent.
Not really a clear definition, might need some assistance, CLARIFICATION NEEDED

Work Order Category

Work order categories are used to organize and categorize work orders into similar structures. They are the most high level organizational structure to a work order or work order type.

Work Order Type

Also known as Task Type or Ticket Type

Work order types are another layer of grouping used to further organize work orders.