Task and Project Execution

1. Overview

Cross-functional task and project execution surface: work items with owners, due dates, dependencies, statuses, and assignments; project containers with timelines, dashboards, and board views; user-authored automation rules that fire on item state changes. The deployable substrate every team-based work-management product orbits.

2. Entity summary

Name	data_object	Description
Approval Chains	work_approval_chains	Ordered or parallel sets of approval steps that gate a work item or project transition.
Approval Steps	work_approval_steps	Single approval gates on a work item or project, performed by a designated approver, with states pending, approved, rejected, or expired.
Custom Field Values	work_custom_field_values	Per-work-item values for a custom field, one value per item and field.
Custom Fields	work_custom_fields	User-defined fields attached to a project or workspace, typed as text, number, date, select, and more, applying to all items in scope.
Item Attachments	work_item_attachments	Files or external links attached to a work item.
Item Comments	work_item_comments	Threaded comments on a work item, which may include personal or sensitive content.
Item Tag Assignments	work_item_tags	Assignments linking work items to tags, where existence asserts the tag is applied.
Milestones	work_milestones	Zero-duration gates within a project marking a meaningful transition, distinguished from regular items by passed or missed semantics.
Project Templates	work_project_templates	Reusable project blueprints with seeded sections, items, custom fields, and automations.
Proofing Annotations	proofing_annotations	Markup comments placed on a region of a proof during review, with the reviewer, location, and resolution state.
Proofing Sessions	proofing_sessions	Review-and-approval cycles on a creative asset or document, where reviewers mark up the proof and decide to approve or request changes.
Sections	work_sections	Containers within a project that group work items for board and list views.
Tags	work_tags	Free-form labels attached to work items for cross-cutting categorization such as priority, theme, or status.
Task Templates	work_task_templates	Reusable work-item blueprints with seeded assignee role, due-date offset, subtasks, and custom field defaults.
Work Automations	work_automations	Trigger-action rules defined per board or project, with triggers like status change or assignment driving multi-step conditional actions.
Work Dashboards	work_dashboards	Saved, shareable cross-project dashboards composed of widgets that summarize work progress, workload, and goal status.
Work Dependencies	work_dependencies	Typed dependencies between two work items, linking predecessor and successor with finish-to-start, start-to-start, finish-to-finish, or start-to-finish type.
Work Items	work_items	Atomic tasks, items, or cards in a work-management tool, with owner, due date, status, priority, dependencies, subtasks, attachments, and comments.
Work Portfolios	work_portfolios	Team-level groupings of related projects for cross-project status roll-up.
Work Projects	work_projects	Containers of work items (project, board, sheet, or space), with timeline, status, owner, members, dashboards, and embedded views.
Work Status Updates	work_status_updates	Logged status-change events on a work item or project, capturing the prior status, new status, who changed it, and when.
Work Statuses	work_statuses	Configurable status values in a project or team status taxonomy, with category (not started, in progress, done) and display order.
Work Time Entries	work_time_entries	Non-billable time logged against a work item for effort tracking and capacity reporting.
Work Views	work_views	Saved, named, shareable board, list, timeline, or calendar views of work items, with persisted filters, grouping, and sort.
Workloads	work_user_workloads	Per-user, per-period sums of allocated effort across work items, compared against a capacity ceiling.
Business Value Assessments	business_value_assessments	Scoring models for prioritizing portfolio items by value, strategic alignment, risk, and dependencies, producing a ranked backlog.
Engagement Action Plans	action_plans	Team or manager commitments to act on engagement survey results, tracked through to closure.
Feature Requests	feature_requests	Customer requests for new capabilities, feeding the product prioritization workflow.
Opportunities	crm_opportunities	Active sales deals, tracking stage, amount, close date, probability, products, competitor, and decision criteria.
Portfolios	strategic_portfolios	Containers grouping strategic initiatives by business unit, product line, or cost center, with aggregate KPIs and investment rules.
Product Releases	product_releases	Versioned software releases that bundle a set of features and define the delivery date and scope.
Product Roadmaps	product_roadmaps	Timeline views of planned features grouped by release, product, or theme.
Project Assignments	project_assignments	Allocations of a worker to a project, with role, bill rate, cost rate, planned hours, and period, driving utilization and availability reporting.
Project Tasks	project_tasks	Decomposed units of work within a project, with scope, dependencies, estimated hours, and status, used for time tracking and earned-value calculation.
Strategic Initiatives	strategic_initiatives	Multi-quarter programs aligned to corporate strategy, bundling related projects with an executive sponsor and benefits plan.

flowchart TD
  classDef master fill:#d4f4dd,stroke:#27ae60,color:#0b3d20;
  classDef consumer fill:#e8def8,stroke:#7b1fa2,color:#3a155d;
  classDef platform_builtin fill:#e0e0e0,stroke:#424242,color:#1a1a1a;
  work_items["Work Items"]
  work_projects["Work Projects"]
  work_automations["Work Automations"]
  crm_opportunities["Opportunities"]
  strategic_initiatives["Strategic Initiatives"]
  strategic_portfolios["Portfolios"]
  action_plans["Engagement Action Plans"]
  business_value_assessments["Business Value Assessments"]
  project_tasks["Project Tasks"]
  product_roadmaps["Product Roadmaps"]
  feature_requests["Feature Requests"]
  product_releases["Product Releases"]
  project_assignments["Project Assignments"]
  work_dependencies["Work Dependencies"]
  work_milestones["Milestones"]
  work_approval_steps["Approval Steps"]
  work_approval_chains["Approval Chains"]
  work_user_workloads["Workloads"]
  work_custom_fields["Custom Fields"]
  work_custom_field_values["Custom Field Values"]
  work_sections["Sections"]
  work_project_templates["Project Templates"]
  work_task_templates["Task Templates"]
  work_tags["Tags"]
  work_item_tags["Item Tag Assignments"]
  work_item_comments["Item Comments"]
  work_item_attachments["Item Attachments"]
  proofing_sessions["Proofing Sessions"]
  proofing_annotations["Proofing Annotations"]
  work_dashboards["Work Dashboards"]
  work_views["Work Views"]
  work_time_entries["Work Time Entries"]
  work_portfolios["Work Portfolios"]
  work_statuses["Work Statuses"]
  work_status_updates["Work Status Updates"]
  users["Users"]
  work_dependencies -->|"blocks"| work_items
  work_milestones -->|"belongs_to"| work_projects
  work_approval_steps -->|"belongs_to"| work_approval_chains
  work_approval_chains -->|"gates"| work_items
  work_approval_chains -->|"gates_project"| work_projects
  work_user_workloads -->|"rolls_up"| work_items
  work_custom_fields -->|"applies_to"| work_projects
  work_custom_field_values -->|"valued_for"| work_custom_fields
  work_custom_field_values -->|"set_on"| work_items
  work_sections -->|"belongs_to"| work_projects
  work_items -->|"placed_in"| work_sections
  work_project_templates -->|"seeds"| work_projects
  work_task_templates -->|"seeds_item"| work_items
  work_item_tags -->|"references_tag"| work_tags
  work_item_tags -->|"tagged_on"| work_items
  work_item_comments -->|"belongs_to"| work_items
  work_item_attachments -->|"belongs_to"| work_items
  action_plans -->|"spawns"| work_items
  work_items -->|"depends_on"| work_items
  work_projects -->|"contains"| work_items
  work_automations -->|"drives"| work_items
  work_automations -->|"applies_to"| work_projects
  strategic_initiatives -->|"portfolio rollup from"| work_items
  work_automations -->|"rolls_up_into"| strategic_portfolios
  work_automations -->|"feeds"| project_tasks
  work_automations -->|"mirrors_to"| product_roadmaps
  project_tasks -->|"performed_by"| project_assignments
  strategic_portfolios -->|"groups"| strategic_initiatives
  strategic_initiatives -->|"evaluated_by"| business_value_assessments
  proofing_sessions -->|"belongs_to"| work_items
  proofing_annotations -->|"belongs_to"| proofing_sessions
  work_dashboards -->|"summarizes"| work_projects
  work_views -->|"scopes"| work_projects
  work_time_entries -->|"logged_against"| work_items
  work_portfolios -->|"groups"| work_projects
  work_statuses -->|"is_status_of"| work_items
  work_status_updates -->|"records_change_on"| work_items
  product_releases -->|"owned by"| users
  product_roadmaps -->|"owned by"| users
  feature_requests -->|"submitted by"| users
  users -->|"owns_milestones"| work_milestones
  users -->|"approves_steps"| work_approval_steps
  users -->|"initiated_chains"| work_approval_chains
  users -->|"created_custom_fields"| work_custom_fields
  users -->|"created_sections"| work_sections
  users -->|"authored_project_templates"| work_project_templates
  users -->|"authored_task_templates"| work_task_templates
  users -->|"authored_comments"| work_item_comments
  users -->|"uploaded_attachments"| work_item_attachments
  users -->|"owns"| action_plans
  action_plans -->|"is_assigned_to"| users
  users -->|"assigned items"| work_items
  users -->|"created items"| work_items
  users -->|"owns projects"| work_projects
  users -->|"authored automations"| work_automations
  users -->|"owns"| crm_opportunities
  users -->|"assigned_to"| project_tasks
  users -->|"staffed_on"| project_assignments
  users -->|"owns"| strategic_portfolios
  users -->|"assesses"| business_value_assessments
  users -->|"approves"| business_value_assessments
  users -->|"owns_proofing_sessions"| proofing_sessions
  users -->|"authored_annotations"| proofing_annotations
  users -->|"owns_dashboards"| work_dashboards
  users -->|"owns_views"| work_views
  users -->|"logged_time"| work_time_entries
  users -->|"owns_portfolios"| work_portfolios
  users -->|"made_status_updates"| work_status_updates
  class work_items master;
  class work_projects master;
  class work_automations master;
  class crm_opportunities consumer;
  class strategic_initiatives consumer;
  class strategic_portfolios consumer;
  class action_plans consumer;
  class business_value_assessments consumer;
  class project_tasks consumer;
  class product_roadmaps consumer;
  class feature_requests consumer;
  class product_releases consumer;
  class project_assignments consumer;
  class work_dependencies master;
  class work_milestones master;
  class work_approval_steps master;
  class work_approval_chains master;
  class work_user_workloads master;
  class work_custom_fields master;
  class work_custom_field_values master;
  class work_sections master;
  class work_project_templates master;
  class work_task_templates master;
  class work_tags master;
  class work_item_tags master;
  class work_item_comments master;
  class work_item_attachments master;
  class proofing_sessions master;
  class proofing_annotations master;
  class work_dashboards master;
  class work_views master;
  class work_time_entries master;
  class work_portfolios master;
  class work_statuses master;
  class work_status_updates master;
  class users platform_builtin;
  style crm_opportunities stroke-dasharray:5 5;
  style strategic_initiatives stroke-dasharray:5 5;
  style strategic_portfolios stroke-dasharray:5 5;
  style action_plans stroke-dasharray:5 5;
  style business_value_assessments stroke-dasharray:5 5;
  style project_tasks stroke-dasharray:5 5;
  style product_roadmaps stroke-dasharray:5 5;
  style feature_requests stroke-dasharray:5 5;
  style product_releases stroke-dasharray:5 5;
  style project_assignments stroke-dasharray:5 5;
  style proofing_sessions stroke-dasharray:5 5;
  style proofing_annotations stroke-dasharray:5 5;
  style work_dashboards stroke-dasharray:5 5;
  style work_views stroke-dasharray:5 5;
  style work_time_entries stroke-dasharray:5 5;
  style work_portfolios stroke-dasharray:5 5;
  style work_statuses stroke-dasharray:5 5;
  style work_status_updates stroke-dasharray:5 5;

3. Entities catalog

#	data_object	canonical code	singular	plural	role	mastered in	mastered label	necessity	personal_content	entity_type	write tier	notes
1	work_approval_chains	work_approval_chains	Approval Chain	Approval Chains	master	-	-	required	-	catalog	:admin	-
2	work_approval_steps	work_approval_steps	Approval Step	Approval Steps	master	-	-	required	-	operational_workflow	:manage	-
3	work_custom_field_values	work_custom_field_values	Custom Field Value	Custom Field Values	master	-	-	required	-	junction	:admin	-
4	work_custom_fields	work_custom_fields	Custom Field	Custom Fields	master	-	-	required	-	catalog	:admin	-
5	work_item_attachments	work_item_attachments	Item Attachment	Item Attachments	master	-	-	required	-	operational_record	:manage	-
6	work_item_comments	work_item_comments	Item Comment	Item Comments	master	-	-	required	yes	operational_record	:manage	-
7	work_item_tags	work_item_tags	Item Tag Assignment	Item Tag Assignments	master	-	-	required	-	junction	:admin	-
8	work_milestones	work_milestones	Milestone	Milestones	master	-	-	required	-	operational_record	:manage	-
9	work_project_templates	work_project_templates	Project Template	Project Templates	master	-	-	required	-	catalog	:admin	-
10	proofing_annotations	proofing_annotations	Proofing Annotation	Proofing Annotations	master	-	-	optional	-	operational_record	:manage	-
11	proofing_sessions	proofing_sessions	Proofing Session	Proofing Sessions	master	-	-	optional	-	operational_workflow	:manage	-
12	work_sections	work_sections	Section	Sections	master	-	-	required	-	catalog	:admin	-
13	work_tags	work_tags	Tag	Tags	master	-	-	required	-	catalog	:admin	-
14	work_task_templates	work_task_templates	Task Template	Task Templates	master	-	-	required	-	catalog	:admin	-
15	work_automations	work_automations	Work Automation	Work Automations	master	-	-	required	-	catalog	:admin	-
16	work_dashboards	work_dashboards	Work Dashboard	Work Dashboards	master	-	-	optional	-	catalog	:admin	-
17	work_dependencies	work_dependencies	Work Dependency	Work Dependencies	master	-	-	required	-	junction	:manage	-
18	work_items	work_items	Work Item	Work Items	master	-	-	required	-	operational_workflow	:manage	-
19	work_portfolios	work_portfolios	Work Portfolio	Work Portfolios	master	-	-	optional	-	catalog	:admin	-
20	work_projects	work_projects	Work Project	Work Projects	master	-	-	required	-	operational_workflow	:manage	-
21	work_status_updates	work_status_updates	Work Status Update	Work Status Updates	master	-	-	optional	-	operational_record	:manage	-
22	work_statuses	work_statuses	Work Status	Work Statuses	master	-	-	optional	-	catalog	:admin	-
23	work_time_entries	work_time_entries	Work Time Entry	Work Time Entries	master	-	-	optional	yes	operational_record	:manage	-
24	work_views	work_views	Work View	Work Views	master	-	-	optional	-	catalog	:admin	-
25	work_user_workloads	work_user_workloads	Workload	Workloads	master	-	-	required	-	computed	read-only	-
26	business_value_assessments	business_value_assessments	Business Value Assessment	Business Value Assessments	consumer	spm-demand-mgmt	Demand and Value Management	optional	-	operational_workflow	:manage	-
27	action_plans	action_plans	Engagement Action Plan	Engagement Action Plans	consumer	emp-exp-action-planning	Action Planning	optional	-	operational_workflow	:manage	-
28	feature_requests	feature_requests	Feature Request	Feature Requests	consumer	pm-discovery	Product Discovery and Prioritization	optional	yes	operational_workflow	:manage	-
29	crm_opportunities	crm_opportunities	Opportunity	Opportunities	consumer	crm-pipeline-mgt	Opportunity and Pipeline Management	optional	yes	operational_workflow	:manage	-
30	strategic_portfolios	strategic_portfolios	Portfolio	Portfolios	consumer	spm-portfolio-planning	Portfolio Planning	optional	-	operational_workflow	:manage	-
31	product_releases	product_releases	Product Release	Product Releases	consumer	pm-roadmap-delivery	Roadmap, Release, and Strategy	optional	-	operational_workflow	:manage	-
32	product_roadmaps	product_roadmaps	Product Roadmap	Product Roadmaps	consumer	pm-roadmap-delivery	Roadmap, Release, and Strategy	optional	-	operational_workflow	:manage	-
33	project_assignments	project_assignments	Project Assignment	Project Assignments	consumer	psa-resource-mgmt	Resource Management	optional	-	operational_workflow	:manage	-
34	project_tasks	project_tasks	Project Task	Project Tasks	consumer	psa-project-delivery	Project Delivery	optional	-	operational_workflow	:manage	-
35	strategic_initiatives	strategic_initiatives	Strategic Initiative	Strategic Initiatives	consumer	sem-execution-tracking	Execution Tracking	optional	-	operational_workflow	:manage	-

4. Aliases and industry synonyms

(none: no industry-scoped aliases for this scope)

5. Relationships

5.1 Intra-scope edges

from	verb	to	cardinality	kind	necessity	owner_side	delete_mode	fk_format	notes
work_dependencies	blocks	work_items	many_to_many	association	required	source	restrict	reference	-
work_milestones	belongs_to	work_projects	one_to_many	composition	required	target	cascade	parent	-
work_approval_steps	belongs_to	work_approval_chains	one_to_many	composition	required	target	cascade	parent	-
work_approval_chains	gates	work_items	many_to_many	reference	optional	source	clear	reference	-
work_approval_chains	gates_project	work_projects	many_to_many	reference	optional	source	clear	reference	-
work_user_workloads	rolls_up	work_items	many_to_many	reference	required	source	restrict	reference	-
work_custom_fields	applies_to	work_projects	one_to_many	reference	optional	source	clear	reference	-
work_custom_field_values	valued_for	work_custom_fields	one_to_many	composition	required	target	cascade	parent	-
work_custom_field_values	set_on	work_items	one_to_many	composition	required	target	cascade	parent	-
work_sections	belongs_to	work_projects	one_to_many	composition	required	target	cascade	parent	-
work_items	placed_in	work_sections	one_to_many	reference	optional	target	clear	reference	-
work_project_templates	seeds	work_projects	one_to_many	reference	optional	source	clear	reference	-
work_task_templates	seeds_item	work_items	one_to_many	reference	optional	source	clear	reference	-
work_item_tags	references_tag	work_tags	one_to_many	composition	required	target	cascade	parent	-
work_item_tags	tagged_on	work_items	one_to_many	composition	required	target	cascade	parent	-
work_item_comments	belongs_to	work_items	one_to_many	composition	required	target	cascade	parent	-
work_item_attachments	belongs_to	work_items	one_to_many	composition	required	target	cascade	parent	-
action_plans	spawns	work_items	one_to_many	reference	optional	source	clear	reference	-
work_items	depends_on	work_items	many_to_many	association	optional	source	clear	reference	-
work_projects	contains	work_items	one_to_many	composition	required	source	cascade	parent	-
work_automations	drives	work_items	one_to_many	reference	optional	source	clear	reference	-
work_automations	applies_to	work_projects	many_to_many	association	optional	target	clear	reference	-
strategic_initiatives	portfolio rollup from	work_items	one_to_many	reference	optional	target	clear	reference	-
work_automations	rolls_up_into	strategic_portfolios	many_to_many	reference	optional	source	clear	reference	-
work_automations	feeds	project_tasks	many_to_many	reference	optional	source	clear	reference	-
work_automations	mirrors_to	product_roadmaps	many_to_many	reference	optional	source	clear	reference	-
project_tasks	performed_by	project_assignments	many_to_many	association	optional	target	clear	reference	-
strategic_portfolios	groups	strategic_initiatives	one_to_many	association	optional	source	clear	reference	-
strategic_initiatives	evaluated_by	business_value_assessments	one_to_many	reference	optional	source	clear	reference	-
proofing_sessions	belongs_to	work_items	one_to_many	composition	required	target	cascade	parent	-
proofing_annotations	belongs_to	proofing_sessions	one_to_many	composition	required	target	cascade	parent	-
work_dashboards	summarizes	work_projects	many_to_many	reference	optional	source	clear	reference	-
work_views	scopes	work_projects	one_to_many	reference	optional	target	clear	reference	-
work_time_entries	logged_against	work_items	one_to_many	composition	required	target	cascade	parent	-
work_portfolios	groups	work_projects	one_to_many	association	optional	source	clear	reference	-
work_statuses	is_status_of	work_items	one_to_many	reference	optional	source	clear	reference	-
work_status_updates	records_change_on	work_items	one_to_many	composition	required	target	cascade	parent	-

5.2 Built-in edges (users and other platform built-ins)

from	verb	to	cardinality	necessity	owner_side	delete_mode	fk_format	notes
product_releases	owned by	users	many_to_many	optional	source	clear	reference	-
product_roadmaps	owned by	users	many_to_many	optional	source	clear	reference	-
feature_requests	submitted by	users	many_to_many	optional	source	clear	reference	-
users	owns_milestones	work_milestones	one_to_many	optional	source	clear	reference	-
users	approves_steps	work_approval_steps	one_to_many	optional	source	clear	reference	-
users	initiated_chains	work_approval_chains	one_to_many	optional	source	clear	reference	-
users	created_custom_fields	work_custom_fields	one_to_many	optional	source	clear	reference	-
users	created_sections	work_sections	one_to_many	optional	source	clear	reference	-
users	authored_project_templates	work_project_templates	one_to_many	optional	source	clear	reference	-
users	authored_task_templates	work_task_templates	one_to_many	optional	source	clear	reference	-
users	authored_comments	work_item_comments	one_to_many	optional	source	clear	reference	-
users	uploaded_attachments	work_item_attachments	one_to_many	optional	source	clear	reference	-
users	owns	action_plans	one_to_many	required	source	restrict	reference	-
action_plans	is_assigned_to	users	many_to_many	optional	target	clear	reference	-
users	assigned items	work_items	one_to_many	optional	source	clear	reference	-
users	created items	work_items	one_to_many	required	source	restrict	reference	-
users	owns projects	work_projects	one_to_many	required	source	restrict	reference	-
users	authored automations	work_automations	one_to_many	required	source	restrict	reference	-
users	owns	crm_opportunities	one_to_many	required	source	restrict	reference	-
users	assigned_to	project_tasks	many_to_many	optional	target	clear	reference	-
users	staffed_on	project_assignments	one_to_many	required	target	restrict	reference	-
users	owns	strategic_portfolios	one_to_many	required	source	restrict	reference	-
users	assesses	business_value_assessments	one_to_many	required	source	restrict	reference	-
users	approves	business_value_assessments	one_to_many	optional	source	clear	reference	-
users	owns_proofing_sessions	proofing_sessions	one_to_many	optional	source	clear	reference	-
users	authored_annotations	proofing_annotations	one_to_many	optional	source	clear	reference	-
users	owns_dashboards	work_dashboards	one_to_many	optional	source	clear	reference	-
users	owns_views	work_views	one_to_many	optional	source	clear	reference	-
users	logged_time	work_time_entries	one_to_many	optional	source	clear	reference	-
users	owns_portfolios	work_portfolios	one_to_many	optional	source	clear	reference	-
users	made_status_updates	work_status_updates	one_to_many	optional	source	clear	reference	-

5.3 Cross-scope edges

5.3a Outbound from this scope’s masters and contributors

Edges this scope drives: the in-scope endpoint has role of master or contributor.

from	verb	to	cardinality	necessity	delete_mode	fk_format	notes
test_defects	spawns	work_items	one_to_many	optional	none	n/a	-
work_form_submissions	converts_to	work_items	one_to_many	optional	none	n/a	-
work_forms	routes_to	work_projects	one_to_many	optional	none	n/a	-
okr_objectives	tracked_by	work_items	one_to_many	optional	none	n/a	-
work_projects	aligned_to	okr_objectives	many_to_many	optional	none	n/a	-
work_items	mirrors_to	service_requests	one_to_one	optional	none	n/a	-
work_automations	propagates_to	service_requests	many_to_many	optional	none	n/a	-
work_projects	closes_into	service_projects	one_to_one	optional	none	n/a	-
work_automations	posts_to	chat_channels	many_to_many	optional	none	n/a	-
intranet_content_inventory_records	spawns improvement	work_items	one_to_many	optional	none	n/a	-
marketing_plan_lines	is delivered by	work_items	one_to_many	optional	none	n/a	-
marketing_plan_lines	is delivered by	work_projects	one_to_many	optional	none	n/a	-
work_goal_links	links	work_items	one_to_many	required	none (required-if-present)	n/a	-

5.3b Context edges on embedded shells and consumed entities

Edges the canonical owner drives, shown for context: the in-scope endpoint has role of embedded_master, consumer, or derived.

from	verb	to	cardinality	necessity	delete_mode	fk_format	notes
customers	flags_churn_risk_on	crm_opportunities	one_to_many	optional	none	n/a	-
crm_opportunities	is activity context for	customer_cases	one_to_many	optional	none	n/a	-
deal_risk_scores	scores	crm_opportunities	one_to_many	optional	none	n/a	-
revenue_forecasts	forecasts	crm_opportunities	one_to_many	optional	none	n/a	-
captured_activities	attributed_to	crm_opportunities	one_to_many	optional	none	n/a	-
crm_opportunities	opens	customer_cases	one_to_many	optional	none	n/a	-
customers	impacted_by	product_releases	many_to_many	optional	none	n/a	-
legal_contracts	renewal_warns	crm_opportunities	one_to_many	optional	none	n/a	-
okr_objectives	advanced_by	strategic_initiatives	many_to_many	optional	none	n/a	-
strategic_initiatives	reviewed_in	operating_reviews	many_to_many	optional	none	n/a	-
strategy_decisions	affects	strategic_initiatives	many_to_many	optional	none	n/a	-
engagement_drivers	triggers	action_plans	one_to_many	optional	none	n/a	-
org_units	owns	action_plans	one_to_many	optional	none	n/a	-
crm_opportunities	drafts	legal_contracts	one_to_many	optional	none	n/a	-
customers	has_opportunities	crm_opportunities	one_to_many	required	none (required-if-present)	n/a	-
crm_opportunities	converted_from_lead	crm_leads	one_to_many	optional	none	n/a	-
pipeline_stages	tracks	crm_opportunities	one_to_many	required	none (required-if-present)	n/a	-
crm_opportunities	involves_contacts	crm_contacts	many_to_many	optional	none	n/a	-
crm_opportunities	has_activities	sales_activities	one_to_many	optional	none	n/a	-
service_projects	contains	project_tasks	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
service_projects	staffs	project_assignments	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
project_assignments	requires_skills_from	resource_skill_inventories	many_to_many	optional	none	n/a	-
project_resource_allocations	confirms_into	project_assignments	one_to_many	optional	none	n/a	-
demand_intake_requests	becomes	strategic_initiatives	one_to_one	optional	none	n/a	-
strategic_initiatives	delivered_through	roadmap_items	one_to_many	optional	none	n/a	-
strategic_initiatives	staffed_by	resource_allocations	one_to_many	optional	none	n/a	-
dependency_chains	links	strategic_initiatives	many_to_many	optional	none	n/a	-
strategic_initiatives	tracked_by	benefits_tracking_records	one_to_many	optional	none	n/a	-

6. Cross-domain context

6.1 Master consumers (other modules / domains that embed this scope’s masters)

data_object	other module / domain	role	necessity	notes
work_automations	PM-ROADMAP-DELIVERY (Roadmap, Release, and Strategy) - PROD-MGMT	consumer	optional	-
work_automations	WSC-CHANNELS-CONVERSATIONS (Channels and Conversations) - WSC	consumer	optional	-
work_items	INTGOV-GOVERNANCE (Intranet Content Governance and Lifecycle) - INTRANET-GOV	embedded_master	optional	-
work_items	MRM-PLANNING (Marketing Planning and Calendar) - MRM	consumer	optional	-
work_items	PM-ROADMAP-DELIVERY (Roadmap, Release, and Strategy) - PROD-MGMT	consumer	optional	-
work_items	SPM-RESOURCE-CAPACITY (Resource and Capacity Planning) - SPM	consumer	optional	-
work_items	WORK-MGMT-GOALS-OKR (Team-Execution Goals and OKRs) - WORK-MGMT	embedded_master	required	-
work_projects	MRM-PLANNING (Marketing Planning and Calendar) - MRM	consumer	optional	-
work_projects	PSA-PROJECT-DELIVERY (Project Delivery) - PSA	consumer	optional	-

6.2 Outbound handoffs (events this scope publishes)

source module	target domain	target module	trigger_event	transition	payload	integration	friction	description
WORK-MGMT-TASK-EXEC	SPM	(domain-level)	work_automation.triggered	(signal)	work_automations	batch_sync	medium	Aggregated work-automation outcomes feed SPM portfolio rollup.
WORK-MGMT-TASK-EXEC	SPM	(domain-level)	work_item.completed	in_progress → done (lifecycle)	work_items	batch_sync	medium	Work-management platforms publish task-completion data to portfolio dashboards in SPM tools. The portfolio rollup powers strategy-to-execution dashboards and OKR progress (via okr_objectives.key_results linking down to work_items). Nightly sync is the common pattern; richer real-time integrations exist but are vendor-specific.
WORK-MGMT-TASK-EXEC	SPM	(domain-level)	work_project.completed	active → completed (lifecycle)	work_projects	api_call	medium	WM work_project completion feeds SPM portfolio rollup (project closure as a milestone in the strategic portfolio). target_domain_module_id NULL because SPM is not yet modularized.
WORK-MGMT-TASK-EXEC	PSA	(domain-level)	work_automation.triggered	(signal)	work_automations	event_stream	low	Automation-driven task transitions feed PSA for utilization and billable-hour tracking.
WORK-MGMT-TASK-EXEC	PSA	PSA-PROJECT-DELIVERY	work_item.completed	in_progress → done (lifecycle)	work_items	api_call	low	When WM is the work tracker for a PSA-managed delivery, work_item completion closes the loop on PSA-side time / utilization accounting. Pairs with the existing PSA -> WM project_task.completed inbound for the bidirectional sync pattern.
WORK-MGMT-TASK-EXEC	PSA	PSA-PROJECT-DELIVERY	work_project.completed	active → completed (lifecycle)	work_projects	batch_sync	medium	Services orgs running delivery in WORK-MGMT close a project and need utilization, billable hours, and milestone-based revenue recognition to roll up into PSA. Nightly sync of project status + hours is the common pattern; richer real-time integration exists but is uncommon.
WORK-MGMT-TASK-EXEC	WSC	WSC-CHANNELS-CONVERSATIONS	work_automation.triggered	(signal)	work_automations	api_call	low	Automations post status updates and task notifications into workstream collaboration channels.
WORK-MGMT-TASK-EXEC	PROD-MGMT	PM-ROADMAP-DELIVERY	work_automation.disabled	enabled → disabled (lifecycle)	work_automations	event_stream	low	A WORK-MGMT automation rule has been disabled. PROD-MGMT subscribers stop reacting to its downstream effects (e.g. auto-creation of feature_request linkages from incoming work_items).
WORK-MGMT-TASK-EXEC	PROD-MGMT	PM-ROADMAP-DELIVERY	work_automation.triggered	(signal)	work_automations	event_stream	medium	Engineering team automations mirror into product-management roadmap tracking.
WORK-MGMT-TASK-EXEC	PROD-MGMT	PM-ROADMAP-DELIVERY	work_item.completed	in_progress → done (lifecycle)	work_items	api_call	medium	WM work_item completion updates PROD-MGMT roadmap progress when items are linked to feature_requests or product_releases. Most product-mgmt tools (Aha, Productboard, Roadmunk) integrate via this signal but each integration is bespoke - friction is the mapping between work_item id and roadmap_item id.
WORK-MGMT-TASK-EXEC	WORK-MGMT	WORK-MGMT-GOALS-OKR	work_automation.triggered	(signal)	work_automations	event_stream	low	Automation rules can drive OKR check-in updates or auto-progress KRs based on work_item events. Eventful (out-of-process at runtime) because automation execution decouples from the caller.
WORK-MGMT-TASK-EXEC	WORK-MGMT	WORK-MGMT-GOALS-OKR	work_item.completed	in_progress → done (lifecycle)	work_items	lifecycle_progression	low	Terminal completion of a work item is the strongest progress signal - drives KR closure recalculation and triggers KR-fully-met evaluations on linked objectives.
WORK-MGMT-TASK-EXEC	WORK-MGMT	WORK-MGMT-GOALS-OKR	work_item.status_changed	any → any (lifecycle)	work_items	lifecycle_progression	low	Work item status change triggers KR progress recalculation in GOALS-OKR for any objective that has linked the item to a key result. In-process FK + state read; no message moves.

6.3 Inbound handoffs (events this scope reacts to)

target module	source domain	source module	trigger_event	transition	payload	integration	friction	description
WORK-MGMT-TASK-EXEC	SPM	SPM-DEMAND-MGMT	business_value_assessment.completed	approved (lifecycle)	business_value_assessments	event_stream	medium	Approved initiatives cascade into team-level work items in WORK-MGMT.
WORK-MGMT-TASK-EXEC	SPM	SPM-DEMAND-MGMT	demand_intake.approved	screened → approved (state_change)	strategic_initiatives	api_call	high	SPM creates work_projects + kickoff work_items for charter and resourcing.
WORK-MGMT-TASK-EXEC	SPM	SPM-PORTFOLIO-PLANNING	strategic_portfolio.rebalanced	active → active (state_change)	strategic_portfolios	batch_sync	high	Re-prioritization cascades to project priority updates; high-touch validation.
WORK-MGMT-TASK-EXEC	EMP-EXP	EMP-EXP-ACTION-PLANNING	action_plan.completed	(state_change)	action_plans	api_call	medium	An engagement action plan transitions to completed in EMP-EXP. Subscribers in WORK-MGMT close the work_items that tracked each action item and roll up completion for reporting. Failure mode: action items may be closed in EMP-EXP without the linked work_items being closed in WORK-MGMT, leaving stale tasks.
WORK-MGMT-TASK-EXEC	EMP-EXP	EMP-EXP-ACTION-PLANNING	action_plan.created	(state_change)	action_plans	api_call	medium	Engagement action plans often tracked as work items in WORK-MGMT for execution visibility.
WORK-MGMT-TASK-EXEC	PSA	PSA-PROJECT-DELIVERY	project_task.completed	(lifecycle)	project_tasks	event_stream	low	PSA task completion mirrors into the WORK-MGMT board to keep team-level views current.
WORK-MGMT-TASK-EXEC	PSA	PSA-RESOURCE-MGMT	project_assignment.confirmed	(state_change)	project_assignments	event_stream	low	PSA seeds the WORK-MGMT project board with the newly-assigned resource so day-to-day task tracking can begin.
WORK-MGMT-TASK-EXEC	PSA	PSA-RESOURCE-MGMT	project_assignment.released	(state_change)	project_assignments	event_stream	low	A project assignment is released in PSA (consultant rolls off or capacity is freed). WORK-MGMT subscribers may close or reassign the work_items that were owned by the released assignee. Failure mode: orphaned work_items if the release event is missed and no reassignment happens.
WORK-MGMT-TASK-EXEC	CRM	CRM-PIPELINE-MGT	crm_opportunity.closed_won	(state_change)	crm_opportunities	api_call	high	Sales closes a deal in CRM; delivery / Customer Success spin up a kickoff project in their work-management tool. Custom iPaaS automations or hand-built webhooks bridge the two; payload mapping (opportunity products to project tasks, account stakeholders to project members) is bespoke per org.
WORK-MGMT-TASK-EXEC	PROD-MGMT	PM-DISCOVERY	feature_request.upvoted_threshold	(threshold)	feature_requests	event_stream	medium	Once demand-signal crosses the prioritization threshold, an engineering work item / epic is created in WORK-MGMT. Many teams still do this by hand.
WORK-MGMT-TASK-EXEC	PROD-MGMT	PM-ROADMAP-DELIVERY	product_release.planned	(lifecycle)	product_releases	event_stream	low	WORK-MGMT creates the delivery workstream / release train for the planned release, with the scope and target date hydrated from PROD-MGMT.
WORK-MGMT-TASK-EXEC	PROD-MGMT	PM-ROADMAP-DELIVERY	product_release.rolled_back	(state_change)	product_releases	event_stream	medium	A product release is rolled back in PROD-MGMT (post-ship regression or incident). WORK-MGMT subscribers reopen the work_items that tracked the release and spawn remediation tasks. Failure mode: remediation tasks may not be scoped correctly if the rollback reason isn’t propagated.
WORK-MGMT-TASK-EXEC	PROD-MGMT	PM-ROADMAP-DELIVERY	product_release.shipped	(lifecycle)	product_releases	event_stream	low	A product release ships in PROD-MGMT. WORK-MGMT subscribers close the work_items that tracked release-prep tasks and surface release notes against the project board.
WORK-MGMT-TASK-EXEC	PROD-MGMT	PM-ROADMAP-DELIVERY	product_roadmap.item_promoted	(state_change)	product_roadmaps	event_stream	medium	Promoting a roadmap item to now/next must create the corresponding delivery work in WORK-MGMT; manual handoff here is one of the most-cited PROD↔ENG pain points.
WORK-MGMT-TASK-EXEC	PROD-MGMT	PM-ROADMAP-DELIVERY	product_roadmap.published	(lifecycle)	product_roadmaps	event_stream	low	A new or updated product roadmap is published in PROD-MGMT. WORK-MGMT subscribers create work_projects or sub-projects representing the new roadmap initiatives so cross-functional teams can begin execution tracking.
WORK-MGMT-TASK-EXEC	WORK-MGMT	WORK-MGMT-INTAKE	work_form_submission.converted	triaged → converted (lifecycle)	work_items	lifecycle_progression	low	A converted intake form submission spawns a work item in the task-execution module under the routed project.
WORK-MGMT-TASK-EXEC	INTRANET-GOV	INTGOV-GOVERNANCE	intranet_content_attestation.flagged_stale	pending → flagged_stale (state_change)	work_items	api_call	medium	When content is flagged stale during recertification, an improvement work item is created in Work Management for remediation.
WORK-MGMT-TASK-EXEC	MRM	MRM-PLANNING	marketing_plan_line.scheduled	scheduled (state_change)	work_items	api_call	medium	When a plan line is scheduled on the marketing calendar, the delivery work is handed to work-management as tasks and projects. Payload: the work item that delivers the plan line.

6.4 Master providers (modules / domains that own masters this scope embeds)

data_object	role here	necessity	canonical owner(s)	slice notes
action_plans	consumer	optional	EMP-EXP-ACTION-PLANNING (EMP-EXP)	-
business_value_assessments	consumer	optional	SPM-DEMAND-MGMT (SPM)	-
crm_opportunities	consumer	optional	CRM-PIPELINE-MGT (CRM)	-
feature_requests	consumer	optional	PM-DISCOVERY (PROD-MGMT)	-
product_releases	consumer	optional	PM-ROADMAP-DELIVERY (PROD-MGMT)	-
product_roadmaps	consumer	optional	PM-ROADMAP-DELIVERY (PROD-MGMT)	-
project_assignments	consumer	optional	PSA-RESOURCE-MGMT (PSA)	-
project_tasks	consumer	optional	PSA-PROJECT-DELIVERY (PSA)	-
strategic_initiatives	consumer	optional	SEM-EXECUTION-TRACKING (SEM)	-
strategic_portfolios	consumer	optional	SPM-PORTFOLIO-PLANNING (SPM)	-

7. Lifecycle states

action_plans (Engagement Action Plan)

This scope holds action_plans as consumer; the canonical state machine is owned by EMP-EXP-ACTION-PLANNING.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
10	open	✓	-	-	-	-
20	in_progress	-	-	-	-	-
30	completed	-	✓	✓	emp-exp-action-planning:complete_action_plan	-
40	archived	-	✓	-	-	-

business_value_assessments (Business Value Assessment)

This scope holds business_value_assessments as consumer; the canonical state machine is owned by SPM-DEMAND-MGMT.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	draft	✓	-	-	-	-
2	submitted	-	-	-	-	-
3	approved	-	✓	✓	spm-demand-mgmt:approve_business_value_assessment	-

crm_opportunities (Opportunity)

This scope holds crm_opportunities as consumer; the canonical state machine is owned by CRM-PIPELINE-MGT.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	open	✓	-	-	-	Opportunity created and being scoped.
2	qualified	-	-	-	-	Opportunity has passed qualification and entered active pursuit.
3	proposal	-	-	-	-	Proposal or quote has been delivered to the prospect.
4	negotiation	-	-	-	-	Commercial terms are being negotiated with the prospect.
5	won	-	✓	✓	crm-pipeline-mgt:close_won	Deal closed-won; triggers downstream subscription activation.
6	lost	-	✓	-	-	Deal closed-lost; opportunity terminated without revenue.

feature_requests (Feature Request)

This scope holds feature_requests as consumer; the canonical state machine is owned by PM-DISCOVERY.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	new	✓	-	-	-	Feature request just captured; awaiting triage.
2	triaged	-	-	-	-	Request has been reviewed and deemed in-scope for the product.
3	prioritized	-	-	-	-	Request has been ranked relative to other backlog items.
4	accepted	-	✓	✓	pm-discovery:accepted_feature_request	Request has been accepted; converted to a product_feature row.
5	rejected	-	✓	✓	pm-discovery:rejected_feature_request	Request will not be built; rationale captured.
6	archived	-	✓	-	-	Old or duplicate request; out of consideration for filtering.

product_releases (Product Release)

This scope holds product_releases as consumer; the canonical state machine is owned by PM-ROADMAP-DELIVERY.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	planned	✓	-	-	-	Release plan exists with target date and feature set.
2	in_progress	-	-	-	-	Release work in flight; features merging in.
3	shipped	-	✓	✓	pm-roadmap-delivery:shipped_product_release	Release has gone live to the target audience.
4	rolled_back	-	✓	✓	pm-roadmap-delivery:rolled_back_product_release	Release was pulled after shipping due to defects or business reasons.
5	canceled	-	✓	✓	pm-roadmap-delivery:canceled_product_release	Release was canceled before shipping.

product_roadmaps (Product Roadmap)

This scope holds product_roadmaps as consumer; the canonical state machine is owned by PM-ROADMAP-DELIVERY.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	draft	✓	-	-	-	Roadmap is being authored; not visible to wider audiences.
2	published	-	-	✓	pm-roadmap-delivery:published_product_roadmap	Roadmap version is published; visible to the configured audience.
3	archived	-	✓	-	-	Roadmap version is superseded; kept for historical reference.

project_assignments (Project Assignment)

This scope holds project_assignments as consumer; the canonical state machine is owned by PSA-RESOURCE-MGMT.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	proposed	✓	-	-	-	Resource manager has nominated a consultant for a role on the project; awaiting confirmation.
2	confirmed	-	-	✓	psa-resource-mgmt:confirm_project_assignment	Resource committed to the project at a stated allocation; HCM capacity decremented; WORK-MGMT seat created.
3	active	-	-	-	-	Resource is actively delivering on the assignment; hours flowing through time entries.
4	released	-	✓	✓	psa-resource-mgmt:release_project_assignment	Resource has rolled off (planned end, early release, scope change). Capacity returned to HCM bench.

project_tasks (Project Task)

This scope holds project_tasks as consumer; the canonical state machine is owned by PSA-PROJECT-DELIVERY.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	not_started	✓	-	-	-	Task created on the project plan; not yet picked up.
2	in_progress	-	-	✓	psa-project-delivery:start_project_task	Assignee has begun work on the task.
3	blocked	-	-	✓	psa-project-delivery:block_project_task	Task cannot proceed: upstream dependency, approval, or external input outstanding.
4	completed	-	✓	✓	psa-project-delivery:complete_project_task	Task delivered; rolls into milestone progress.
5	canceled	-	✓	✓	psa-project-delivery:cancel_project_task	Task abandoned (scope change, descope, redundancy).

proofing_sessions (Proofing Session)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	open	✓	-	-	-	-
2	in_review	-	-	-	-	-
3	changes_requested	-	-	-	-	-
4	approved	-	✓	✓	work-mgmt-task-exec:approve_proofing_session	-
5	rejected	-	✓	✓	work-mgmt-task-exec:reject_proofing_session	-

strategic_initiatives (Strategic Initiative)

This scope holds strategic_initiatives as consumer; the canonical state machine is owned by SEM-EXECUTION-TRACKING.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	proposed	✓	-	-	-	Initiative is drafted by a strategy-office contributor; not yet funded or scheduled.
2	approved	-	-	✓	sem-execution-tracking:approve_strategic_initiative	Initiative cleared by the operating-rhythm review; budget and owner confirmed. Publishes strategic_initiative.approved.
3	in_progress	-	-	-	-	Execution underway; status, milestones, and benefits realization updated against the initiative.
4	completed	-	✓	✓	sem-execution-tracking:complete_strategic_initiative	Benefits realized or scope fully delivered. Publishes strategic_initiative.completed.
5	canceled	-	✓	✓	sem-execution-tracking:cancel_strategic_initiative	Initiative withdrawn before completion (deprioritized, blocked, or rolled into another initiative). Publishes strategic_initiative.canceled.

strategic_portfolios (Portfolio)

This scope holds strategic_portfolios as consumer; the canonical state machine is owned by SPM-PORTFOLIO-PLANNING.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	proposed	✓	-	-	-	-
2	active	-	-	✓	spm-portfolio-planning:activate_strategic_portfolio	-
3	under_review	-	-	-	-	-
4	sunset	-	✓	✓	spm-portfolio-planning:retire_strategic_portfolio	-

work_approval_chains (Approval Chain)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	initiated	✓	-	-	-	-
2	in_progress	-	-	-	-	-
3	approved	-	✓	✓	work-mgmt-task-exec:approve_chain	-
4	rejected	-	✓	✓	work-mgmt-task-exec:reject_chain	-
5	canceled	-	✓	✓	work-mgmt-task-exec:cancel_approval_chain	-

work_approval_steps (Approval Step)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	pending	✓	-	-	-	-
2	approved	-	✓	✓	work-mgmt-task-exec:approve_step	-
3	rejected	-	✓	✓	work-mgmt-task-exec:reject_step	-
4	expired	-	✓	-	-	-

work_automations (Work Automation)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	drafted	✓	-	-	-	-
2	enabled	-	-	✓	work-mgmt-task-exec:enable_work_automation	-
3	disabled	-	-	✓	work-mgmt-task-exec:disable_work_automation	-
4	archived	-	✓	-	-	-

work_items (Work Item)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	open	✓	-	-	-	-
2	in_progress	-	-	-	-	-
3	blocked	-	-	-	-	-
4	done	-	✓	-	-	-
5	canceled	-	✓	✓	work-mgmt-task-exec:cancel_work_item	-

work_milestones (Milestone)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	open	✓	-	-	-	-
2	reached	-	✓	✓	work-mgmt-task-exec:reach_work_milestone	-
3	missed	-	✓	✓	work-mgmt-task-exec:miss_work_milestone	-

work_project_templates (Project Template)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	drafted	✓	-	-	-	-
2	published	-	-	✓	work-mgmt-task-exec:publish_project_template	-
3	archived	-	✓	-	-	-

work_projects (Work Project)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	planning	✓	-	-	-	-
2	active	-	-	-	-	-
3	on_hold	-	-	-	-	-
4	completed	-	✓	✓	work-mgmt-task-exec:complete_work_project	-
5	archived	-	✓	-	-	-

work_task_templates (Task Template)

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	drafted	✓	-	-	-	-
2	published	-	-	✓	work-mgmt-task-exec:publish_task_template	-
3	archived	-	✓	-	-	-

8. Permissions and business rules (derived)

8.1 Permissions

permission	tier	description	included in :admin?
work-mgmt-task-exec:read	baseline-read	Read access to every entity in the module	✓
work-mgmt-task-exec:manage	baseline-manage	Edit operational records	✓
work-mgmt-task-exec:admin	baseline-admin	Edit reference data and inherit every workflow gate below	-
work-mgmt-task-exec:cancel_work_item	workflow-gate (lifecycle)	Transition work_items into state canceled	✓
work-mgmt-task-exec:complete_work_project	workflow-gate (lifecycle)	Transition work_projects into state completed	✓
work-mgmt-task-exec:enable_work_automation	workflow-gate (lifecycle)	Transition work_automations into state enabled	✓
work-mgmt-task-exec:disable_work_automation	workflow-gate (lifecycle)	Transition work_automations into state disabled	✓
work-mgmt-task-exec:reach_work_milestone	workflow-gate (lifecycle)	Transition work_milestones into state reached	✓
work-mgmt-task-exec:miss_work_milestone	workflow-gate (lifecycle)	Transition work_milestones into state missed	✓
work-mgmt-task-exec:approve_step	workflow-gate (lifecycle)	Transition work_approval_steps into state approved	✓
work-mgmt-task-exec:reject_step	workflow-gate (lifecycle)	Transition work_approval_steps into state rejected	✓
work-mgmt-task-exec:approve_chain	workflow-gate (lifecycle)	Transition work_approval_chains into state approved	✓
work-mgmt-task-exec:reject_chain	workflow-gate (lifecycle)	Transition work_approval_chains into state rejected	✓
work-mgmt-task-exec:cancel_approval_chain	workflow-gate (lifecycle)	Transition work_approval_chains into state canceled	✓
work-mgmt-task-exec:publish_project_template	workflow-gate (lifecycle)	Transition work_project_templates into state published	✓
work-mgmt-task-exec:publish_task_template	workflow-gate (lifecycle)	Transition work_task_templates into state published	✓
work-mgmt-task-exec:approve_proofing_session	workflow-gate (lifecycle)	Transition proofing_sessions into state approved	✓
work-mgmt-task-exec:reject_proofing_session	workflow-gate (lifecycle)	Transition proofing_sessions into state rejected	✓
work-mgmt-task-exec:view_all_item_comments	override (personal_content)	View all work_item_comments rows beyond row-scope	✓
work-mgmt-task-exec:manage_all_item_comments	override (personal_content)	Manage all work_item_comments rows beyond row-scope	✓
work-mgmt-task-exec:view_all_work_time_entries	override (personal_content)	View all work_time_entries rows beyond row-scope	✓
work-mgmt-task-exec:manage_all_work_time_entries	override (personal_content)	Manage all work_time_entries rows beyond row-scope	✓

8.2 Business rules

rule_name	data_object	source flag	intent
item_comment_edit_scope	work_item_comments	has_personal_content	Row-scope by default; override via work-mgmt-task-exec:view_all_item_comments / work-mgmt-task-exec:manage_all_item_comments
work_time_entry_edit_scope	work_time_entries	has_personal_content	Row-scope by default; override via work-mgmt-task-exec:view_all_work_time_entries / work-mgmt-task-exec:manage_all_work_time_entries

9. Roles, RACI, and responsibilities (derived)

Baseline roles, the permission hierarchy, and RACI realization are DERIVED from this scope’s entity-type write tiers + process_raci; none of it is stored in the catalog (the deployer provisions it from this blueprint).

9.1 WORK-MGMT-TASK-EXEC

Baseline roles:

role	baseline grant
work-mgmt-task-exec_viewer	work-mgmt-task-exec:read
work-mgmt-task-exec_manager	work-mgmt-task-exec:manage
work-mgmt-task-exec_admin	work-mgmt-task-exec:admin

Permission hierarchy:

permission	includes
work-mgmt-task-exec:admin	work-mgmt-task-exec:manage
work-mgmt-task-exec:manage	work-mgmt-task-exec:read
work-mgmt-task-exec:admin	work-mgmt-task-exec:cancel_work_item
work-mgmt-task-exec:admin	work-mgmt-task-exec:complete_work_project
work-mgmt-task-exec:admin	work-mgmt-task-exec:enable_work_automation
work-mgmt-task-exec:admin	work-mgmt-task-exec:disable_work_automation
work-mgmt-task-exec:admin	work-mgmt-task-exec:reach_work_milestone
work-mgmt-task-exec:admin	work-mgmt-task-exec:miss_work_milestone
work-mgmt-task-exec:admin	work-mgmt-task-exec:approve_step
work-mgmt-task-exec:admin	work-mgmt-task-exec:reject_step
work-mgmt-task-exec:admin	work-mgmt-task-exec:approve_chain
work-mgmt-task-exec:admin	work-mgmt-task-exec:reject_chain
work-mgmt-task-exec:admin	work-mgmt-task-exec:cancel_approval_chain
work-mgmt-task-exec:admin	work-mgmt-task-exec:publish_project_template
work-mgmt-task-exec:admin	work-mgmt-task-exec:publish_task_template
work-mgmt-task-exec:admin	work-mgmt-task-exec:approve_proofing_session
work-mgmt-task-exec:admin	work-mgmt-task-exec:reject_proofing_session
work-mgmt-task-exec:admin	work-mgmt-task-exec:view_all_item_comments
work-mgmt-task-exec:admin	work-mgmt-task-exec:manage_all_item_comments
work-mgmt-task-exec:admin	work-mgmt-task-exec:view_all_work_time_entries
work-mgmt-task-exec:admin	work-mgmt-task-exec:manage_all_work_time_entries

Processes wired:

process_key	process_name	PCF code	PCF ID	level	description
manage_projects	Manage projects	13.2.3	16410	3	Establishing the scope of the projects. Create plans for implementing the projects. Initiate projects. Review and report project performance to management. Close projects.

RACI realization:

actor	kind	raci	process_key	realization
OPERATIONS-WORK-CONTRIBUTOR	persona	responsible	manage_projects	grant gates [work-mgmt-task-exec:cancel_work_item, work-mgmt-task-exec:complete_work_project] + the gated entities’ write tier
OPERATIONS-WORK-PROGRAM-LEAD	persona	accountable	manage_projects	approval gate

9.2 Functional ownership and default grants

responsibility	business function	default role	default tier
owner	Business Operations	admin	:admin
contributor	Customer Success	manage	:manage
contributor	Marketing	manage	:manage
contributor	Product Management	manage	:manage
consumer	Sales	read	:read