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  1. Product Roadmap Tool
  2. Data model
Reference

The tables behind Product Roadmap Tool

Product Roadmap Tool ships with 13 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.

Tables
13
Features
7, plus shared settings
Change it
Add fields and tables in Proto

How the model is organised

Organizations and people

Organizations identify the recipient of work. Team members hold delivery staff, capacity and assignments. Users hold access records.

Delivery plan

Projects contain work packages, Tasks and release milestones.

Quality and effort

Issues and Risks connect to projects; time entries connect to projects, members and optionally tasks.

Review evidence

Review decisions, record attachments and operation receipts preserve decisions, files and operation results.

Every table, by feature

Projects

3 tablesAbout this feature
  • Projects

    Engagements delivered for an organization, with budget and schedule.

    Linked to Organizations, Team members
  • Organizations

    Client and internal business organizations that projects are delivered for.

  • Team members

    Delivery staff with role, practice and weekly capacity.

Work packages

4 tablesAbout this feature
  • Work packages

    Groupings of work inside a project.

    Linked to Projects, Team members
  • Projects

    Engagements delivered for an organization, with budget and schedule.

    Linked to Organizations, Team members
  • Tasks

    Individual pieces of work assigned to a delivery team member.

    Linked to Work packages, Team members, Projects
  • Team members

    Delivery staff with role, practice and weekly capacity.

Tasks

5 tablesAbout this feature
  • Tasks

    Individual pieces of work assigned to a delivery team member.

    Linked to Work packages, Team members, Projects
  • Work packages

    Groupings of work inside a project.

    Linked to Projects, Team members
  • Projects

    Engagements delivered for an organization, with budget and schedule.

    Linked to Organizations, Team members
  • Team members

    Delivery staff with role, practice and weekly capacity.

  • Time entries

    Hours booked by a team member against a task and project.

    Linked to Team members, Projects, Tasks

Milestones

5 tablesAbout this feature
  • Release milestones

    Dated checkpoints a project must meet.

    Linked to Projects, Team members
  • Projects

    Engagements delivered for an organization, with budget and schedule.

    Linked to Organizations, Team members
  • Tasks

    Individual pieces of work assigned to a delivery team member.

    Linked to Work packages, Team members, Projects
  • Risks

    Project risks with probability, impact, owner and mitigation.

    Linked to Projects, Team members
  • Review decisions

    Recorded approval decisions on delivery subjects.

    Linked to Team members, Projects

Issues and risks

6 tablesAbout this feature
  • Issues

    Defects and change items raised against project work.

    Linked to Projects, Team members
  • Risks

    Project risks with probability, impact, owner and mitigation.

    Linked to Projects, Team members
  • Projects

    Engagements delivered for an organization, with budget and schedule.

    Linked to Organizations, Team members
  • Tasks

    Individual pieces of work assigned to a delivery team member.

    Linked to Work packages, Team members, Projects
  • Release milestones

    Dated checkpoints a project must meet.

    Linked to Projects, Team members
  • Operation receipts

    Evidence that a delivery operation was executed.

    Linked to Team members

Time and capacity

6 tablesAbout this feature
  • Time entries

    Hours booked by a team member against a task and project.

    Linked to Team members, Projects, Tasks
  • Team members

    Delivery staff with role, practice and weekly capacity.

  • Tasks

    Individual pieces of work assigned to a delivery team member.

    Linked to Work packages, Team members, Projects
  • Projects

    Engagements delivered for an organization, with budget and schedule.

    Linked to Organizations, Team members
  • Review decisions

    Recorded approval decisions on delivery subjects.

    Linked to Team members, Projects
  • Operation receipts

    Evidence that a delivery operation was executed.

    Linked to Team members

Review and evidence

8 tablesAbout this feature
  • Review decisions

    Recorded approval decisions on delivery subjects.

    Linked to Team members, Projects
  • Record attachments

    Files attached to delivery records.

    Linked to Team members
  • Operation receipts

    Evidence that a delivery operation was executed.

    Linked to Team members
  • Projects

    Engagements delivered for an organization, with budget and schedule.

    Linked to Organizations, Team members
  • Release milestones

    Dated checkpoints a project must meet.

    Linked to Projects, Team members
  • Tasks

    Individual pieces of work assigned to a delivery team member.

    Linked to Work packages, Team members, Projects
  • Time entries

    Hours booked by a team member against a task and project.

    Linked to Team members, Projects, Tasks
  • Issues

    Defects and change items raised against project work.

    Linked to Projects, Team members

Shared and settings

1 table
  • Users

    Sign-in accounts for the people who use the app.

Keys and references

Project organization points to Organizations and project owner points to team members. Work package project and release milestone project are required project references. Task work package is required, while task project and task assignee add direct project and person context. Issue project and risk project are required. Time entry team member and time entry project are required, with an optional task. Review decision related project can link a decision to its project. Record attachments use a parent table name and parent record ID to identify the related record.

Migration order

  1. Organizations and people. Load Organizations and team members before records that reference them; set up Users for access.
  2. Project plan. Load Projects, then work packages and release milestones.
  3. Execution. Load Tasks, then Issues, Risks and time entries with their required references.
  4. Evidence. Load review decisions, record attachments and operation receipts after the subjects exist. Check parent record IDs and subject references on a sample.

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