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📚 Glossary

Key terms and definitions used in AMIGO and project management


A

Action Item

A task or activity that needs to be completed, typically arising from meetings or governance activities. Tracked outside of formal project work packages.

Accountable (RACI)

The person who is ultimately answerable for the correct completion of a task. Only one person should be Accountable for each task.

AI Messenger

AMIGO’s intelligent notification system that automatically alerts relevant team members when changes occur that may impact their work.

AMIGO

AI Managed Implementation Governance Office - Platinum PMO’s Salesforce-based program and project management platform.


B

Benefit Tracking

The process of measuring and reporting on the realization of expected benefits from a program or project.

Business Process

A series of structured activities or tasks that produce a specific service or product. AMIGO supports up to 5 levels of process decomposition.

Business Transaction

The lowest level of a business process, representing an individual procedure or transaction that can be linked to work packages.


C

CFG Approval

Configuration approval settings that define the RACI-based approval rules for each AMIGO functionality.

Change Control

A systematic process for managing changes to project scope, typically involving formal documentation and approval.

Change Request

A formal proposal for modification to a program’s scope, documented in the Change Request Log.

Consulted (RACI)

People whose opinions are sought before work is done; two-way communication is required.

Cutover

The process of transitioning from a legacy system to a new system, typically during go-live activities.


D

Dashboard

A visual display of key metrics and trends, composed of multiple components that each represent a single report.

Data Cleansing

The process of correcting or removing inaccurate, incomplete, or duplicate data before migration.

Data Mapping

Documentation of how data fields transform from source systems to target systems during migration.

Defect

An error, bug, or issue discovered during testing that requires resolution.

Deliverable

A unique product, result, or capability produced to complete a project or phase.

Deliverable Type

A categorization of deliverables (e.g., Report, Interface, Conversion, Enhancement).


E

Environment

A logical domain of systems used for specific purposes (e.g., Development, QA, Production).


G

Gate

An assessment point in a program’s lifecycle where readiness is evaluated before proceeding.

Gate Metric

A specific measure used to evaluate completion of a gate, with defined criteria and RACI sign-off.

Goal

A high-level organizational objective that programs and projects are designed to achieve.


I

Informed (RACI)

People who are kept up-to-date on progress; one-way communication only.

Insights and Accelerators

Best practices, templates, and guidance provided to help users effectively utilize AMIGO features.

Issue

A point or matter that is in dispute or under discussion, requiring resolution to proceed.

Issue Log

A document used to track and manage issues throughout the program lifecycle.


J

Job Role

A function that a person will fulfill within the future state organization, with associated security profiles.

Job Security Profile

A collection of system transactions logically grouped for assignment to job roles.


K

Key Decision

A significant decision that affects program direction, requiring formal documentation and tracking.

KPI (Key Performance Indicator)

A measurable value that demonstrates how effectively objectives are being achieved.


L

Lesson Learned

Knowledge gained from experience (positive or negative) that is documented for future reference.


M

Meeting Minutes

Written documentation of discussions, decisions, and action items from a meeting.

Methodology

A system of practices, techniques, procedures, and rules used to deliver projects.

Methodology Activity

An individual step or activity within a methodology, with defined inputs, procedures, and outputs.

Milestone

A significant point or event in a project, often marking the completion of a phase or deliverable.


O

Object

In AMIGO, a common reference point (e.g., Customer, Product, Vendor) that links teams and functionality across the program.

Object Dependency

A predecessor/successor relationship between objects, used for migration sequencing.

Objective

A specific, measurable target that contributes to achieving a goal.


P

PMI (Project Management Institute)

The leading professional association for project management, publisher of the PMBOK Guide.

PMBOK (Project Management Body of Knowledge)

PMI’s guide to project management standards and best practices.

Portfolio

A collection of programs, projects, and operations managed as a group to achieve strategic objectives.

PRINCE2

A structured project management methodology (PRojects IN Controlled Environments).

Program

A group of related projects managed in a coordinated way to obtain benefits not available from managing them individually.

Program Dictionary

A repository of key terms and definitions specific to the program.

Project

A temporary endeavor undertaken to create a unique product, service, or result.


R

RACI

A responsibility assignment matrix: Responsible, Accountable, Consulted, Informed.

RAID

A project management acronym for Risks, Actions, Issues, and Decisions.

Responsible (RACI)

The person(s) who actually complete the task. Multiple people can be Responsible.

Risk

An uncertain event or condition that, if it occurs, has a positive or negative effect on project objectives.

Risk Register

A document used to identify, assess, and track risks throughout the program lifecycle.

Road Map

AMIGO’s primary navigation structure organizing all platform functionality.


S

Security Profile

A logical grouping of system transactions assigned to users for access control.

Solution Integrator

An external organization (vendor/consultant) that assists with program delivery.

Stakeholder

An individual or organization whose interests may be affected by a project or program.

Stakeholder Group

A collection of stakeholders with similar interests or influence on the program.


T

Test Case

An individual test definition, part of a test scenario.

Test Component

A logical grouping of test steps used to test a transaction.

Test Plan

A document describing the scope, approach, and schedule of testing activities.

Test Scenario

The highest level of the test library, grouping related test cases.

Test Step

An individual procedure within a test component with expected results.

Time Report

A weekly record of time spent on work packages, following ISO 8601 standards.

Transport

The movement of code from one environment to another (e.g., Dev to QA).


U

User

A person who has a Salesforce account and accesses AMIGO.


W

WBS (Work Breakdown Structure)

A hierarchical decomposition of project scope into manageable components.

Work Package

The lowest level of work in AMIGO’s hierarchy, with assigned cost, duration, and resources.

Work Package Type

A standard category of work packages associated with a deliverable type.

Workstream

A group of individuals working on assigned tasks, organized by functional or technical specialty.



Terms updated as of January 2026