Excel Add-In for Vault CRM

Build 25.0.9434

ProductPlans

Houses strategic plans focused on product development, launch, or lifecycle management.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier for the product plan record within the system.

Global ID String True

The globally unique identifier used for integration across systems.

Link String False

The system-generated hyperlink or reference to the product plan record.

Product Plan Name String False

The name or title of the product plan for reference and display.

Status String False

The current state of the product plan, such as active or inactive.

Created By String True

The user who originally created the product plan record.

Created Date Datetime True

The date and time when the product plan record was created.

Last Modified By String True

The user who most recently modified the product plan record.

Last Modified Date Datetime True

The date and time when the product plan record was last updated.

Active Bool False

The flag indicating whether the product plan is currently active.

% Complete Double False

The percentage of completion for the product plan based on progress tracking.

Description String False

The full descriptive text or notes related to the product plan.

Product Plan Status String False

The current status of the product plan workflow or lifecycle.

Detail Group String False

The grouping of related detail messages or communication materials.

Product String False

The product associated with the product plan.

Owner String False

The user or team responsible for managing the product plan record.

Legacy CRM Id String False

The identifier for the product plan from a legacy Customer Relationship Management (CRM) system.

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Build 25.0.9434