Project Metadata
Each project consists of a set workflow that is executed, and that is driven by project metadata. The actors can interact with this metadata by filling in forms, or simply by completing tasks.
There are 2 types of Metadata. There is system metadata, that is always present, and there is custom metadata.
System metadata
System metadata fields are fields that are present by default in DOQMIND for each project. They are always present. The value of most of these are calculated automatically.
Title: the name of the project
Start date: the date a project was started
Finish data: Projected finish date based on the actual progress of the project, or the actual finish date for done projects
Due date: The estimated finish date that was calculated when the project started, based on the template
Project Manager: The project manager
Status: The project status. Inactive, Active, Done or Cancelled
Template: The template that was used upon project creation
Is overdue: Yes or no, indicating whether the project has gone overdue
Has overdue tasks: Yes or no indicating whether the project contains tasks that have gone overdue
Overdue days: The nr of working days a project is overdue. Calculated by comparing the estimated finish date with the due date or, if the deadline is set, the project deadline
Duration: amount of weekdays between Finish date and Start date
Deadline: the project deadline as set by a user
Project ID: A system generated project identifier
Custom metadata
Custom metadata is managed via forms and database. See Forms and Databases for more information
Smartnames
Metadata can be used in task descriptions or emails in the form of smartnames. Smartnames are variables that you can place in these descriptions and that are replaced when the task is executed.
The following smartnames exist in the system. Some of these smartnames are only useable in specific context (e.g. task descriptions of specific task types).
$$projectname$$: The name of the project
$$projectstartdate$$: The startdate of the project
$$taskname$$: The name of the task
$$milestonename$$: The name of the milestone
$$taskdescription$$: The description of the task
$$tasktype$$: The task type
$$startdate$$: The startdate of the task
$$duedate$$: The duedate of the task
$$emailprojectmanager$$: The email address of the project manager
$$actors$$: The actors
$$projectmanager$$: The name of the project manager
$$linktodos$$: A direct link to the task execution
$$comments_approval$$: The comment that was passed on approval
$$comments_rejection$$: The comment that was passed on rejection
$$projectdeadline$$: The deadline set for the project. If no deadline is set, the calculated end date is used.
Custom metadata can also be included in emails or task descriptions using the following smartname:
$$metadata::key$$: The metadata (replace "key" with the key of the field)