Reference
Entity Index
Every named entity in GreenVee — alphabetical, with one-line definitions, schema names, and links to detailed documentation.
The table below covers every entity in GreenVee. Click a documentation link to go to the page where that entity is described in detail.
| Doc name | Definition | Schema name | Documentation |
|---|---|---|---|
| Agent | An AI assistant configured in GreenVee to perform automated tasks or answer questions. | agent |
Automation & AI |
| Agent Skill | A specific machine capability registered on an Agent — e.g. “query database”. | agent_skill |
Automation & AI |
| Attachment | A file or link attached directly to a specific record, as distinct from a File in the document library. | attachment |
Files & Communication |
| Attendee | A person who is recorded as attending a Calendar Event or meeting. | attendee |
Time & Calendar |
| Banking Record | A financial transaction record linked to project orders or cost occurrences. | banking |
Money |
| Benefit Occurrence | A single recorded instance of a non-monetary or indirect benefit realised on a project. | benefit_occurance |
Money |
| Budget | The overall financial plan for a project — the container for all cost items. | budget |
Money |
| Budget Request | A formal request to increase or create a budget line. | budget_request |
Money |
| Calendar Event | A time-bound event on the GreenVee calendar, such as a meeting or deadline reminder. | calendar_object |
Time & Calendar |
| Channel | A communication channel inside GreenVee, similar to a chat room. | channel |
Files & Communication |
| Company | An external organisation in GreenVee — can be customer, supplier, manufacturer, subcontractor, transporter, or partner. | company |
Customers, Partners & Suppliers |
| Contact | An individual person at an external Company. | contact |
Customers, Partners & Suppliers |
| Cost Item | A budget line representing a category of expenditure or income. | cost_item |
Money |
| Cost Occurrence | A single recorded expense event against a Cost Item. | cost_occurance |
Money |
| Decision | A formal recorded decision made during a project. | decision |
Risk, Decisions & Governance |
| Department | An organisational unit within your company — e.g. Engineering, Finance. | osp_employment_unit |
People, Skills & Teams |
| Document | A rich-text or structured document managed in the GreenVee document library. | document |
Files & Communication |
| Earning Occurrence | A single recorded income or revenue event on a project. | earning_occurance |
Money |
| Employee | An internal person in your organisation with a profile, skills, and department. | employee |
People, Skills & Teams |
| Employee Booking | A confirmed allocation of an Employee’s time to a project or task for a defined period. | employee_booking |
People, Skills & Teams |
| Equipment | A physical asset or machine tracked in GreenVee — e.g. a crane or vehicle. | equipment |
Materials, Equipment & Warehouse |
| Equipment Booking | A confirmed reservation of a piece of Equipment for use on a project or task. | equipment_booking |
Materials, Equipment & Warehouse |
| Equipment Unit | A specific, individually tracked instance of an Equipment type. | osp_equipment_unit |
Materials, Equipment & Warehouse |
| Equipment Usage | A record of Equipment actually used on a task — as distinct from a Booking. | equipment_usage |
Materials, Equipment & Warehouse |
| File | A binary or document uploaded to GreenVee’s file storage — has version history. | file |
Files & Communication |
| File Version | A specific revision of a File, retained so you can return to earlier versions. | file_version |
Files & Communication |
| Folder | A container for organising Files in the file storage area. | folder |
Files & Communication |
| Gate | A formal checkpoint between project phases; criteria must be met before advancing. | gate_criteria |
Projects & Plans |
| Good | A specific product, material, or consumable tracked in GreenVee’s inventory system. Also called Material in the UI. | good |
Materials, Equipment & Warehouse |
| Good Type | The top-level classification of a Good — e.g. raw material, finished good, consumable. | good_type |
Materials, Equipment & Warehouse |
| Good Usage | A record linking a Good or Variant to a specific Task — documents what was consumed. | good_usage |
Materials, Equipment & Warehouse |
| Issue | A trackable work item or problem with a state and type, attached to a project. | issue |
Day-to-Day Work |
| Issue Comment | A comment posted on an Issue. | issue_comment |
Day-to-Day Work |
| Issue Label | A tag applied to an Issue for filtering and categorisation. | issue_label |
Day-to-Day Work |
| Key Takeaway | A lesson, observation, or recommendation captured at the end of a project. | key_takeaway |
Projects & Plans |
| MCP Server | A configured connection to an external MCP-compatible service used by Agents. | agent_mcp_server |
Automation & AI |
| MCP Tool | A specific function exposed by an MCP Server that an Agent can call. | agent_mcp_tool |
Automation & AI |
| Message | A direct message sent between users inside GreenVee. | message |
Files & Communication |
| Milestone | A significant point in a project timeline marking that a major outcome has been reached. | milestone |
Projects & Plans |
| Opportunity Action | A planned action to exploit or maximise a Project Opportunity. | chance_action |
Risk, Decisions & Governance |
| Order | A confirmed purchase or sales order backing one or more financial occurrences. | order |
Money |
| Portfolio | The highest-level grouping of Programs and Projects — top of the WBS. | portfolio |
Projects & Plans |
| Portfolio Risk Factor | A standardised risk dimension tracked at portfolio level to enable cross-project comparison. | risk_contribution |
Risk, Decisions & Governance |
| Portfolio Target | A goal or KPI set at portfolio level, assessed via Target Scores. | portfolio_target |
Risk, Decisions & Governance |
| Procurement Request | A formal request to obtain a Good from a supplier. | good_procurement_request |
Materials, Equipment & Warehouse |
| Program | A collection of related Projects sharing a strategic goal or budget envelope; sits between Portfolio and Project on the WBS. | program |
Projects & Plans |
| Project | The primary unit of work in GreenVee — has a phase, team, budget, and technical structure. | project |
Projects & Plans |
| Project Member | The record connecting an Employee to a specific Project, with a role and allocation. | project_member |
People, Skills & Teams |
| Project Opportunity | A positive uncertainty or potential upside identified on a project. | chance |
Risk, Decisions & Governance |
| Project Risk | A negative uncertainty or threat identified on a project. | risk |
Risk, Decisions & Governance |
| Project Type | A classification label for a Project — e.g. Infrastructure, Software Development. | project_type |
Projects & Plans |
| Purchase | A completed transaction to acquire a Good from a supplier. | good_purchase |
Materials, Equipment & Warehouse |
| Required Good | A specific Good required at a Technical Structure Node. | technical_structure_good |
What You Are Building |
| Required Material | A material-type Required Good — a consumable needed at a node. | technical_structure_requirement |
What You Are Building |
| Required Spec | A specification requirement attached to a Technical Structure Node. | technical_structure_spec_req |
What You Are Building |
| Risk Action | A planned action to mitigate or respond to a Project Risk. | risk_action |
Risk, Decisions & Governance |
| Risk Factor Score | An assessment of a Portfolio Risk Factor for a specific project. | risk_contribution_assessment |
Risk, Decisions & Governance |
| Segment | A logical subdivision of a Project — often a phase or workstream — containing Task Packages. | segment |
Projects & Plans |
| Skill | A human competency or qualification belonging to an Employee. | skill |
People, Skills & Teams |
| Skill Category | A grouping of related Skills — e.g. Technical Skills, Soft Skills. | osp_skill_category |
People, Skills & Teams |
| Spec Category | A grouping of related Spec Definitions for a Good Type. | spec_category |
What You Are Building |
| Spec Definition | Defines a specification a Good Type can carry — its name, unit, and data type (text, number, enum, or boolean). | good_type_spec |
What You Are Building |
| Spec Value | The actual value recorded for a Spec Definition on a specific Good Variant. | spec_value |
What You Are Building |
| State Assessment | A snapshot evaluation of a project’s health recorded as part of a State Report. | state_assessment |
Projects & Plans |
| State Report | A periodic report on a project’s current status, containing State Assessments. | state_report |
Projects & Plans |
| Stock | The current quantity of a Good Variant held at a location. | stock |
Materials, Equipment & Warehouse |
| Stock Movement | A recorded change in stock quantity — inbound deliveries or outbound usage. | stock_inbound_outbound |
Materials, Equipment & Warehouse |
| Subtask | The finest level of the WBS — a step within a Task. | subtask |
Day-to-Day Work |
| Takeaway Category | A grouping for Key Takeaways — e.g. Process, Technical, People. | category_of_takeaway |
Projects & Plans |
| Takeaway Type | A classification of a Key Takeaway — e.g. Lesson Learned, Best Practice, Warning. | type_of_takeaway |
Projects & Plans |
| Target Score | An assessment of a Portfolio Target for a specific project. | target_assessment |
Risk, Decisions & Governance |
| Task | An individual piece of work on a project with an owner, dates, and effort estimate. | task |
Day-to-Day Work |
| Task Comment | A comment posted on a Task. | task_comment |
Day-to-Day Work |
| Task Package | A grouping of Tasks within a Segment. | task_package |
Projects & Plans |
| Technical Structure | The project’s physical or technical breakdown — the root of Spine B. | technical_structure |
What You Are Building |
| Technical Structure Node | A recursive element in the Technical Structure; nodes can contain other nodes to any depth. | technical_structure_node |
What You Are Building |
| Time Entry | A single logged block of time by a Project Member. | time_entry |
Time & Calendar |
| Time Log | An aggregated or summarised record of time entries grouped by period or task. | time_log |
Time & Calendar |
| Time Tracking Label | A tag applied to Time Entries for categorisation — e.g. Design, Testing, Travel. | time_tracking_label |
Time & Calendar |
| Timer | An active in-progress time tracker; stopping it creates a Time Entry. | timer |
Time & Calendar |
| User Account | The login identity for a person using GreenVee — separate from an Employee record. | app_user |
Core Concepts |
| Variant | A specific configuration of a Good — e.g. a particular size or colour. | good_variant |
Materials, Equipment & Warehouse |
| Workflow Definition | A configured automation triggered by events in GreenVee. | workflow_definition |
Automation & AI |
| Workflow Execution | A single run of a Workflow Definition, with a log of steps and outcomes. | workflow_execution |
Automation & AI |
| Workflow Execution Step | A single step within a Workflow Execution’s trace — its status, timing, and a short summary. | workflow_execution_step |
Automation & AI |