Enumerations in Ventoo Case Management

Enumerations (enums) define the allowed values for status, type, and control fields. Ventoo Case Management contains 31 enumerations. The following tables list, per enumeration, the value and its meaning (display text).

Case and process

Activity Status

Value	Meaning
Draft	Draft
Submitted	Submitted
Approved	Approved
Invoiced	Invoiced
Cancelled	Cancelled

Case Capability

Controls the role capabilities (opt-out).

Value	Meaning
Change Process	Change the process
Proceed in Process	Advance in the process
Add Activity	Add an activity
Edit All Activities	Edit all activities
Create Activities from Scope	Create activities from the scope
See Process Steps	See process steps
See Customers	See customers
See Contacts	See contacts
Run Billing	Run billing
Manage Context	Manage context
Assign Attributes	Assign attributes
Create Cases from Engagements or Scopes	Create cases
Create Engagements from Scopes	Create engagements
See Service Providers	See service providers
Change Service Provider	Change service provider
Change Customer	Change customer
Change Contact	Change contact
Cancel Case	Cancel a case
See Change Log	See the change log
See Case Ledger Entries	See case ledger entries
See Dimensions	See dimensions
Change Dimensions	Change dimensions
See Team	See the team
Change Team	Change the team

Case Visibility Level

Value	Meaning
All	All cases
Team	Own team's cases (plus role-based)
Own	Only role-based assigned cases

Task Priority

Value	Meaning
Low	Low
Normal	Normal
High	High
Urgent	Urgent

Value	Meaning
Case	Case
Engagement	Engagement
Scope	Scope
Party	Party

Parties

Value	Meaning
Customer	Customer
Contact	Contact
Employee	Employee
Vendor	Vendor
Resource	Resource

Billing

Billing Type

Value	Meaning
Time & Materials	By actual effort
Fixed Price	Fixed contract amount
Milestone	Per process-step milestone
Retainer	Recurring flat amount

Invoice Type

Value	Meaning
Sales	Sales invoice
Purchase	Purchase invoice
Sales & Purchase	Both

Invoice Consolidation

Value	Meaning
Per Case	One invoice per case
Per Engagement	One invoice per engagement
Per Customer	One invoice per customer

Billing Document Status

Value	Meaning
Draft	Draft
Posted	Posted
Waived	Waived

Billing Grouping

Value	Meaning
Inherit	Inherit from the parent context
Yes	Yes
No	No

Billing Line Role

Value	Meaning
Detail	Detail line
Group Header	Group header
Group Remark	Group remark
Group Footer	Group footer
Activity Remark	Activity remark

Billing Readiness (activity)

Value	Meaning
Ready to Bill	Ready to bill
Not Approved	Not approved
Billing Waived	Billing waived
No Billed Duration	No billed duration
Already Billed	Already billed
No Billing Profile	No billing profile
No Primary Customer	No primary customer
No Billable Relationship	No billable relationship
Not Due Yet	Not due yet
Below Minimum Amount	Below minimum amount
Case Cancelled	Case cancelled
Not Individually Billed	Not individually billed

Case Billing Readiness (case)

Value	Meaning
Ready to Bill	Ready to bill
Case Cancelled	Case cancelled
No Primary Customer	No primary customer
No Billing Profile	No billing profile
Not Due Yet	Not due yet
No Billable Relationship	No billable relationship
Fully Billed	Fully billed
No Billable Activities	No billable activities
Below Minimum Amount	Below minimum amount
No Contract Amount	No contract amount (fixed price)
No Installment Count	No installment count (fixed price)
No Process Assigned	No process (milestone)
No Milestone Steps	No milestone steps
Not at Milestone Step	Not at a milestone step
No Retainer Amount	No retainer amount
Already Billed This Period	Already billed this period

Entry Adjustment Type (case ledger entry)

Value	Meaning
None	None (original posting)
Reversal	Reversal
Reassignment	Reassignment

Dimensions and documents

Dimension Context

Value	Meaning
Case Creation	Case creation
Activity Creation	Activity creation
Invoice Line	Invoice line

Dimension Source Type

Value	Meaning
Scope	Scope
Customer	Customer
Contact	Contact
Employee	Employee
Case (Manual)	Case (manual)
Activity	Activity
Bill-to Customer	Bill-to customer
Bill-to Contact	Bill-to contact

Document Source Type

Value	Meaning
Sale	Sale
Purchase	Purchase
Cost	Cost (internal)

Document Type

Value	Meaning
Invoice	Invoice
Credit Memo	Credit memo
Cost Accrual	Cost accrual

Detailed Entry Type

Value	Meaning
Activity	Activity
Attribute	Attribute
Party Detail	Party detail

Attributes

Attribute Data Type

Value	Meaning
Text	Text
Decimal	Decimal number
Integer	Integer
Boolean	Yes/no
Date	Date
DateTime	Date/time
Dropdown	Selection list
Table Relation	Table reference
URL	Web link

Attribute Record Type

Value	Meaning
Case	Case
Scope	Scope
Engagement	Engagement
Activity	Activity
Scope Schema	Scope schema

Attribute Required

Value	Meaning
No	Not required
Optional	Optional
Mandatory	Mandatory

Attribute Permission State

Value	Meaning
O – Optional	Optional
H – Hidden	Hidden
V – Read-only	Read-only
R – Required	Required

Planning

Planning Dimension Type

Value	Meaning
Date	Date
Time	Time
Case	Case
Activity	Activity
Role	Role
Party	Party
Attribute	Attribute
Process	Process
Task	Task

Planning Entry Mode

Value	Meaning
Shorthand	Shorthand ID entry
Direct Value	Direct value

Planning Party Type Filter

Value	Meaning
Service Provider	Service provider (composite)
Customer	Customer
Contact	Contact
Employee	Employee
Vendor	Vendor
Resource	Resource
(All)	All

Planning Row Hint Mode

Value	Meaning
Off	Off
Case Only	Case only
Activity Only	Activity only
Case and Activity	Case and activity

Planning Target Date Group

Value	Meaning
Planned	Planned
Actual	Actual
Billed	Billed

Activity note

Activity Note Type

Value	Meaning
Personal	Personal (only for the author)
Team	Team (visible to the team)

Date filter

Date Filter Field

Selectable fields for dynamic date filters in filter dialogs and planning. Values cover the activity date fields (Planned/Actual/Billed – each date, start, and end time) and case-related fields (Next Billing Date, Last Invoice Date).