Glossary
Understand the customer-facing terms used for workspaces, resources, fields, contexts, and Views.
Workspaces and access
| Term | Meaning |
|---|---|
| Organization | The platform-managed navigation root above Teams; not a customer role-assignment scope. |
| Team | An independent workspace and access boundary containing Spaces. |
| Space | A container for Projects inside a Team. |
| Project | The data workspace containing resources, properties, snapshots, conditions, Layers, and Views. |
| Direct role | A role explicitly assigned at a particular scope. |
| Inherited role | Access received from an ancestor workspace. A lower-level grant can elevate, not reduce, it. |
| Effective role | The strongest applicable access from direct and inherited assignments. |
| Viewer | Read access to permitted data and calculated Views. |
| Analyst | Viewer access plus management of saved Views they created. |
| Editor | Project data authoring, or permitted contextual authoring when assigned only to a Layer. |
| Manager | Space/Project administration, Layer management, and member grants up to Editor. |
| Admin | Team administration and grants up to Admin; Project timeline administration. |
| Owner | Ownership administration, Owner grants/transfer, and Team deletion. |
| Path access | Visibility of the ancestors needed to navigate to a permitted Project or Layer, not access to their other contents. |
| Invitation | An access grant sent to an email address. Pending links expire and are replaced on resend. |
See Workspace and Getting started.
Resources and relationships
| Term | Meaning |
|---|---|
| Resource | A named structural or data-bearing item in the Project tree. |
| Resource group | A structural resource without a Class at or above it; cannot own Fields or snapshots. |
| Class | The explicitly designated data-bearing branch root, at any depth. A completed branch has exactly one. |
| Value group | A descendant of a Class that has children. |
| Value (resource) | A leaf resource below a Class, such as Northland or Aster Mini in the planned demo. |
| Canonical resource / original | The resource at its own structural location, where its data is authored. |
| Occurrence | One displayed location of a resource; the same original may also occur through links. |
| Linked resource | A read-only contextual membership under another resource in the same Project, without copying or moving the original. |
| Current selection | Linked membership captured once; not a time snapshot. |
| Keep updated | Linked membership recalculated from a selector as the tree changes, with explicit removal exclusions. |
| Alias | A canonical leaf bound to exactly one property, used as that property in data-definition contexts. It remains a resource in structural contexts. |
| Inactive resource | Retained authored data excluded from active references/calculations; not a deleted item. |
| Selector scope | The selected resource, children, descendants, or descendant leaves to include in a structural selection. |
Category is not a required resource kind in the current UI. Do not insert a separate Category merely because an older description used that term. See Resources.
Fields and context
| Term | Meaning |
|---|---|
| Property / field | A definition assigned to a data-owning resource, with values in snapshots. Fields is the Details section containing property cards. |
| Property family | The shared project-wide definition behind repeated property labels; assignments share its type signature, not their values. |
| Property assignment / occurrence | One resource's use of a family. Removing it removes that resource's associated values and conditions, not every assignment elsewhere. |
| Value (field data) | The content of a property in one snapshot, such as a price or a date. Distinct from a Value resource. |
| Value property | A plain typed field, such as Text, Currency, Date, or File. |
| Reference property | A field selecting active Value groups or Values below an anchor Class. |
| Reference Class / anchor | The Class defining the eligible branch for a Reference property; the Class itself is not a target. |
| Multiplicity | Whether a property supports one entry or multiple entries. Value datatypes constrain this choice. |
| Default | Starting field data before matching condition overrides; contextual when a Layer is active. |
| Unset / empty | A present value with no content, not necessarily a missing property or unavailable period. |
| Condition | A rule-controlled override of a field value or references. |
| Child condition | An override that also depends on its parent's rule. |
| Replace | A reference override replacing the accumulated reference set. |
| Change | A reference override adding to or subtracting from the accumulated reference set. |
| Condition list / fanned values | Explicit generated contextual condition rows for selected resources, not a continuously growing list. |
| Layer | A shared Project context with a rule and optional resource visibility restriction; only one is active. |
| All data | The neutral context for Project members, without an active Layer. Not available to Layer-only members. |
| Snapshot | A labelled applicability period containing a resource's field data. |
| Project timeline | Centrally administered periods followed by resources in Project timeline mode. |
| Local timeline | A resource's independently editable snapshot timeline. |
| As of date | The time used to calculate a View; not the same as manually choosing a Details snapshot. |
See Properties, Conditions, Layers, Snapshots, and Files.
Presentations and operation states
| Term | Meaning |
|---|---|
| Normal mode | Resource navigation, summaries, adding/removal, and property-family entries. |
| Edit mode | Resource checkbox selection, bulk General editing, and movement. |
| Table mode | Browser-local resource/property authoring grid; not a saved Table View. |
| Saved View | A stored Project presentation with its own configuration and immutable type. |
| Table View | A calculated comparison using configured axes and cell content. |
| Onepager View | An A4 landscape layout of configurable resource-list boxes. |
| Timeline View | A time-based presentation of resource or temporal-property items. |
| Details source | Whether Details follows the Resources selection or the View selection. |
| Draft | An input change not yet submitted with its applicable Save action. |
| Pending | An operation still being saved or reconciled; not confirmation of success. |
| Saved | Footer state with no tracked pending write and current connectivity; does not submit drafts. |
| Undo | One latest supported successful transaction in the current browser tab, subject to conflict and permission checks. Not a history or Redo. |
See Workspace, Resources, Views, Search, and Troubleshooting.
Last reviewed: 2026-10-01