Key Concepts and Terminology
Glossary for Transform objects, work items, and common abbreviations.
Overview
This glossary standardizes Transform terminology across an Account. Consistent terminology improves reporting, search, and governance.
Key Concepts
Account, Organization, Project
Account: top-level container for all work
Organization: container for a client, department, or business unit
Project: delivery container for a single transformation initiative
Blueprint, Process, System
Blueprint: reusable structure applied to new Projects
Process: business workflow, phase, or workstream tracked in a Blueprint
System: application or platform that supports a Process
A System can be a business application, such as an ERP system or a CRM system.
Segment Types and Segments
Segment Type: a business dimension, such as Region or Department
Segment: a value inside a Segment Type
Segments and Segment Types are managed at the Organization level.
Start here: Segmentation
Work items
Requirement: statement of scope that must be delivered and validated
Task: executable work that implements scope
Test case: validation steps linked to a Requirement
Artifact: supporting file or reference linked to work items
How It’s Used
Use this glossary when defining Blueprints and reporting fields. Use it when standardizing naming across multiple Projects.
Benefits
Fewer reporting inconsistencies across Projects
Faster onboarding through shared vocabulary
Cleaner search results and less duplicated work
Setup Steps
Adopt this page as the default glossary for an Account.
Standardize page titles, field labels, and view names to match this glossary.
Link related pages in onboarding documentation to reduce repeated explanations.
Best Practices
Avoid abbreviations for Organization and Project names.
Prefer dropdown fields over free text for reporting fields.
Use the term Save View for a stored view configuration.
Treat Segments as Organization-scoped structure, not tags.
Summary
This glossary defines the core Transform terms used across Account, Organization, and Project scopes.
Related:
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