Table of Contents

Assumptions

Overview

Assumptions refer to conditions or factors that are considered to be true, real, or certain for planning purposes but have not been verified. These assumptions form the basis for plans, schedules, and decisions.

Views

There are two types of views for registers in Altus:

  • User Views: These views show all items assigned to the current user. In addition, users with higher levels of access can view items across the portfolio.
  • Object Views: These filter items based on which portfolio, program, or project they belong to automatically.

User Views

None out of the box.

Object Views

These show items filtered within the context of the object. For example, the portfolio and program views below only shows assumptions which are linked to them:

Portfolio

Portfolios_Form_Assumptions.png

Program

Programs_Form_Assumptions.png

Item Form

There are two types of items forms in Altus:

  • Quick Create: This is a simple version used to create the item.
  • View/Edit: Provides a full browser width version containing all fields and features.

Quick Create form

Three is no quick create form OOTB for Assumptions in Altus.

New / Edit Form

New Form:

Assumption_ItemForm.png

Edit Form:

Assumption_ItemForm_Edit.png

Columns

The following columns exists in Altus.

Columns prefixed with sensei_ are those that form part of the Altus solution.

The remaining are default dataverse fields created automatically.

Property Value
Display Name Assumption
Name sensei_assumption
Primary Column Name
Description
Display Name Name Data type Field Length Customizable Required Searchable
Assumption sensei_Assumption Multiple lines of text 2000 True False False
Assumption sensei_assumptionId Primary Key True False False
Category sensei_category picklist True False False
Created By CreatedBy Lookup True False False
Created By (Delegate) CreatedOnBehalfBy Lookup True False False
Created On CreatedOn Date and Time Date and Time True False False
Description sensei_description Multiple lines of text 2000 True False False
Import Sequence Number ImportSequenceNumber Whole number True False False
Modified By ModifiedBy Lookup True False False
Modified By (Delegate) ModifiedOnBehalfBy Lookup True False False
Modified On ModifiedOn Date and Time Date and Time True False False
Name (Primary name column) sensei_name Single line of text 500 True True True
Owner OwnerId Owner True False False
Owning Business Unit OwningBusinessUnit Lookup True False False
Owning Team OwningTeam Lookup True False False
Owning User OwningUser Lookup True False False
Portfolio sensei_portfolio Lookup True False False
Program sensei_program Lookup True False False
Record Created On OverriddenCreatedOn Date and Time Date Only True False False
Status statecode Choice True False False
Status Reason statuscode Choice True False False
Time Zone Rule Version Number TimeZoneRuleVersionNumber Whole number -1 to 2147483647 True False False
UTC Conversion Time Zone Code UTCConversionTimeZoneCode Whole number -1 to 2147483647 True False False

Assumption Category (sensei_assumptioncategory)

Value Label Description
955000000 Budget
955000001 Timeline
955000002 Quality
955000003 Resources
955000004 Performance

Security Roles

Security Role Create Read Write Delete Append Append To Assign Share
Altus - PMO User Global Global Global Global Global Global Global Global
Altus - Portfolio Manager Basic Local Basic Basic Basic Basic Basic Basic
Altus - Portfolio Manager - Team Basic Basic Basic Basic Basic Basic Basic Basic
Altus - Program Manager Basic Local Basic Basic Basic Basic Basic Basic
Altus - Program Manager - Team Basic Basic Basic Basic Basic Basic Basic Basic
Altus - Strategy Executive None Global None None None None None None
Altus Admin User Global Global Global Global Global Global Global Global
Altus Portfolio User Local Local Local Local Local Local Local Local
Altus Strategy User Local Local Local Local Local Local Local Local

Legend

  • Global Organisation / Global
  • Local Business Unit / Local
  • Basic User / Basic
  • None None

For details see Application Security.

Dataverse Tables

Portfolio Register Portfolio Register with fields