Glossary — PORTWARE Handbook

Product and layer names

Term	Meaning
PORTWARE	The whole system: the open-source core + the layers written on top of it
PORTWARE Office	The layer that edits office documents in the browser
Cowork	The AI assistant inside the system
SOTION	The knowledge base: nested pages, variables, select properties
SODRAW	A diagram editor inside rich text
exTable	An Excel-like table inside rich text
PLM	The product life-cycle management package

Records and interface

Term	Meaning
Record	A single row of data in the system: a customer, a quotation, a product
Model	A kind of record; its technical name is usually written `dot.separated`
Form / list	The detail of one record / the listing of records
Chatter	The notes, messages and history section below a record
Note	Text that stays internal
Message	Text that goes to followers as an e-mail
Follower	A person kept informed of a record's messages
Activity	A dated piece of work with an owner, attached to a record
Facet	A filter piece that settles in the search box
Tab strip	The bottom strip for switching between screens open at the same time
Archive	Dropping a record from lists; not deleting it

Commercial process

Term	Meaning
Lead	A contact not yet qualified
Opportunity	A qualified sales possibility
Quotation	A price offer given to the customer
Order	A confirmed quotation
Shipment / transfer	A stock movement
Delivery note	The shipping document
Bill of materials (BOM)	What a product is made from
Pricelist	Price rules by customer/dealer group
VAT withholding (tevkifat)	Part of the VAT being declared by the buyer (Türkiye)

AI

Term	Meaning
Tier	The fast / balanced / strong / reasoning class
Pin	Choosing a specific model by hand
Tool	A system function the model can call
Grounding	Every claim resting on a record or a file
Thinking budget	The share a model may spend before answering
Bake-off	Measuring the candidates with the same questions
Usage log	The model, token and cost record of every turn

Administration

Term	Meaning
Module / add-on	A package that adds a capability to the system
Scheduled action (cron)	A job that runs regularly in the background
Access right	Permission to read/write a whole model
Record rule	A rule that determines which records are seen

Specific to this book

Term	Meaning
Case	A real example of use

Finance, budget and objectives

Term	Meaning
Measure	A named figure; which accounts it is calculated from is defined once, centrally
KPI	An indicator born of measure arithmetic and watched constantly
Scorecard	The screen where indicators are gathered with value, trend, target and status
TDHP	The Turkish uniform chart of accounts
Liquid Assets	Money in cash and at the bank; the opening balance of the cash projection
Scenario	The base / optimistic / pessimistic version of a budget
Revision	A new version replacing an approved budget; the old one stays as evidence
Variance	The difference between actual and plan; a positive one is always worse than plan
Commitment	Spending that is approved but not yet invoiced
Control Policy	What the budget does to a document: off / warn / block
Budget Overrun	An overrun recorded by control; stored together with the policy in force at the time
Driver	An assumption entered month by month: units, price, people, exchange rate
Assumption	Applying driver values to a budget line with a formula
Volume effect	Revenue variance from selling a different number of units than planned: (actual units − plan units) × plan price
Price effect	Revenue variance from selling the units at a different price than planned
Mix effect	Variance arising when the split of sales between expensive and cheap products changes
Rolling forecast	A forecast that replaces closed months with actuals and extends forward
Cost centre	The analytic account an expense is charged to
Analytic distribution	The rule for sharing a journal item across cost centres
OKR	Periodic objective management: objective + key result
Objective	What we want to achieve; qualitative
Key Result	How we will know we reached the objective; quantitative
Check-in	A figure + a sentence + confidence written on a key result
Confidence	On track / At risk / Off track — written, not computed
Alignment	Which objective serves which
Cycle	The period in which OKRs are written and scored

Projects and planning

Term	Meaning
Methodology	The way of working a project declares: Scrum, Kanban, Waterfall, Stage-Gate
Sprint	A committed working period in Scrum with a set start and end
Backlog	Work not yet taken into a sprint
Story Points	The relative size of work; not an absolute duration
Velocity	The amount of work completed in a period; a planning reference, not a performance grade
Cycle time	The time from an item's start to its finish
Burndown Chart	The daily course of the remaining work over a sprint
WIP Limit	The upper limit on the number of items that may be in a stage at once
Work Item Type	Initiative, Epic, Story, Task, Sub-task
Stage-Gate	A method in which moving to the next stage depends on approval
Gate	The approval of a stage transition; the requester cannot approve
Release	A published deliverable; its target date and release date are kept separately
Component	A named part of the product with an owner; its difference from a tag is its owner and scope
Typed link	An information link between tasks (relates to, duplicates, causes, clones) — not a scheduling constraint
Planned window	The start–end range in which a task is worked on; not the deadline
Dates Estimated	The mark that a window was derived by the system, not by a person
Load	The ratio of committed work time to available working time
Not counted	Work that cannot enter capacity because it has no window or allocated hours