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Project+ · Delivery intelligence
Project+ Glossary
Planning, agile, and financial roll-ups
Terminology for schedules, resources, and earned value as Project+ connects to CRM+ and Finance+.
35 terms match your filters
B
B
Benefits Realization
Status & EV
Tracking whether forecasted outcomes hit once the project transitions to operations.
Blocker
People & teams
Impediment stopping progress until resolved—often surfaced in daily syncs.
Budget Snapshot
Status & EV
Point-in-time copy of planned vs actual hours tied to Finance+ cost centers.
Burndown / Burnup
Project+ usage
Charts tracking remaining work vs time in agile teams.
C
C
Capacity Planning
Execution
Matching people and skills to demand using HR+ utilization and hiring plans.
Change Order
Execution
Contractual amendment capturing new scope, price, or schedule impacts.
CPI / SPI
Status & EV
Cost and Schedule Performance Indices derived from earned value metrics.
Critical Path
Execution
Longest dependency chain determining earliest project finish if durations hold.
CRM Opportunity Link
Project+ usage
Mapping projects to deals so billing milestones align with sales stages.
D
D
Definition of Done
People & teams
Shared checklist before work is accepted—often includes tests, docs, and enablement.
Deliverable
Foundations
Tangible or verifiable output owed to a client or stakeholder.
E
E
Earned Value (EV)
Status & EV
Budgeted cost of work performed—compares what you planned to accomplish vs actuals.
Epic
Foundations
Large body of work spanning multiple sprints, often mapped to initiatives or ARR impact.
F
F
Finish-to-Start Dependency
Foundations
Relationship where a successor cannot begin until the predecessor completes—most common link type.
Forecast at Completion
Status & EV
Estimated final cost based on current CPI trends and remaining scope.
G
G
Gantt Chart
Project+ usage
Timeline view of tasks, dependencies, and slack for waterfall-style programs.
I
I
Issue vs Risk
Execution
A risk that has materialized and now requires action and escalation.
K
K
Kanban
Execution
Flow-based system limiting work in progress through visual columns.
M
M
Milestone
Foundations
Zero-duration checkpoint signaling approval gates or external commitments.
O
O
OKR Alignment
Status & EV
Linking portfolio outcomes to company objectives and key results.
P
P
Portfolio View
Project+ usage
Cross-project heatmap for executives balancing investment across programs.
R
R
RAG Status
Status & EV
Red/Amber/Green health indicator summarizing schedule, budget, and scope risk.
RAID Log
Execution
Risks, Assumptions, Issues, and Dependencies tracked centrally.
Resource Leveling
Execution
Adjusting start dates to resolve over-allocation of people or crews.
Resource Pool
People & teams
Named group of roles used when assigning multi-disciplinary teams.
Retrospective
People & teams
Structured review to improve teamwork, tooling, and definitions of done.
Risk Register
Execution
Catalog of threats, scores, owners, and mitigation plans reviewed in governance forums.
S
S
Schedule Baseline
Status & EV
Frozen plan used to measure variance after change orders.
Sprint / Iteration
Execution
Fixed timebox for delivering a usable increment with stable scope guardrails.
Stage Gate
Execution
Formal reviews authorizing spend or releases at major lifecycle points.
Story Points
People & teams
Relative sizing units capturing effort and uncertainty for backlog items.
T
T
Total / Free Float
Status & EV
Scheduling slack without delaying successors or the project end date.
V
V
Velocity
Status & EV
Average throughput of points per sprint used to forecast completion dates.
W
W
WBS (Work Breakdown Structure)
Foundations
Hierarchical decomposition of deliverables into manageable work packages.
What-if Scenario
Project+ usage
Sandboxed schedule or budget tweaks before committing to stakeholders.
Related resources
Pair terminology with the Project+ guide and finance touchpoints.
Project+ module guide
Ways of working, integrations, and controls.
·Project+ product page
Capabilities overview.
·Knowledge base home
All T1U learning paths.
Deliver projects with financial clarity
Align staffing, milestones, and margin on one graph with Finance+ and HR+.
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