Project/Resource Effort Grouped by Month

This article provides all the Fields available for each View currently available under the Project/Resource Effort Grouped by Month Data Source in Upland Analytics.

The following Views are available when Project/Resource Effort Grouped by Month Data Source is selected upon creating a report. Click on any of them to view the available Fields.

Actual Allocated Monthly Time
Project
Resource
Resource Type
User Permissions - Projects

Actual Allocated Monthly Time

Field Name Description Type
Actual Allocated Monthly Time Actual Effort Cost This is the actual effort cost. #
Actual Allocated Monthly Time Actual Effort Hours This is the actual effort in hours. #
Actual Allocated Monthly Time Allocated Effort Cost This is the allocated effort cost. #
Actual Allocated Monthly Time Allocated Effort This is the allocated effort in hours. #
Actual Allocated Monthly Time Date This is the date.
Actual Allocated Monthly Time Project Id This is the ID of the project. A
Actual Allocated Monthly Time Resource Id This is the ID of the resource. A
Actual Allocated Monthly Time Resource Type Id This is the ID type of the resource. A
Actual Allocated Monthly Time Time Status This is the time status. A
Actualallocatedmonthlytime Date Month Year This is the date reported as (Month Year).
Actualallocatedmonthlytime Date Quarter Year This is the date reported as (Year Quarter).
Actualallocatedmonthlytime Date Year This is the date reported as (Year).

 

Project

Field Name Description Type
Business Priority This is the project business priority. A
Category This is the project category. A
Category Sort Order This is the project category sort order. A
Created By Project creator ID. A
Created Date The date the Project was created, formatted as mm/dd/yyyy with a timestamp.
Created Date Date The date the Project was created, formatted as mm/dd/yyyy without a timestamp.
Created Date Month Year The month and the year the Project was created.
Created Date Quarter Year The fiscal quarter and the year the Project was created.
Created Date Year The year the Project was created.
Created Date Week The week the Project was created.
Description This is the project description. A
Last Status Update This is the date and time of the project's last status update.
Modified By This is the project modifier. A
Modified Date The date the Project was last modified, formatted as mm/dd/yyyy with a timestamp.
Modified Date Date The date the Project was last modified, formatted as mm/dd/yyyy without a timestamp.
Modified Date Month Year The month and the year the Project was last modified.
Modified Date Quarter Year The fiscal quarter and the year the Project was last modified.
Modified Date Year The year the Project was last modified.
Modified Date Week The week the Project was last modified.
Name (Text) This is the project name. A
Name (URL) This is the project name. It links directly to the project summary page. A
Number This is the project number. A
Operations This is the project operation. A
Organization Owner This is the project organization owner. A
Owner Id This is the Id of the owner. A
Portfolio This is the name of the portfolio associated to the project. A
Priority This is the project priority. A
Priority Sort Order This is the project priority sort order. A
Program This is the name of the program. A
Project Id This is the ID number of the project. A
Project Status Id This is the ID number of the project's current status.  
Status This is the current project status.  
Status Id This is the ID number of the project's current status. A
Status Sort Order This is the where the project's current status is listed in the status sort order. A
Status Type This is the project status type. A
Status Type Id This is the ID number of the project's status type. A
Status Update This is the project's most recent status update. Note that this could take up a lot of space in the report. A
Type This is the project's type. A

 

Resource

Field Name Description Type
Chat Id This is the chat Id of the resource. A
Created By This is the resource creator ID A
Created Date The date the Resource was created, formatted mm/dd/yyyy with a timestamp.
Created Date Month Year The month and the year the Resource was created.
Created Date Quarter Year The financial quarter and the year the Resource was created.
Created Date Year The year the Resource was created.
Created Date Date The date the Resource was created, formatted mm/dd/yyyy without a timestamp.
Created Date Week The week the Resource was created.
Default Allocation This is the default allocation of the resource. A
Direct Manager Id This is the ID number of the Resource's direct manager. A
Email This is the resource's email. A
Employee Id This is the Id of the resource. A
Ext This is the phone extension no. of the resource. #
Fax This is the fax no. of the resource. #
First Name This is the first name of the resource. A
Fulltime This defines whether the resource is fulltime. A
Handle This is the handle of the resource A
Initials This is the initials of the resource name. A
Last Name This is the last name of the resource. A
Manager This indicates whether or not the resource is a manager. A
Modified By This is the ID number of the most recent resource modifier. A
Modified Date The date the Resource was last modified, formatted mm/dd/yyyy with a timestamp.
Modified Date Month Year The month and the year the Resource was last modified.
Modified Date Quarter Year The financial quarter and the year the Resource was last modified.
Modified Date Year The year the Resource was last modified.
Modified Date Date The date the Resource was last modified, formatted mm/dd/yyyy without a timestamp.
Modified Date Week The week the Resource was last modified.
Name (URL) This is the name of the resource, which also serves as a URL link to the Resource Profile. A
Operation Time Approver Id This is the Id of the operation time approver of the resource. A
Organization Unit This is the organization unit of the resource. A
Phone This is the phone no. of the resource. #
Position This is the position of the resource. A
Project Time Approver Id This is the Id of the project time approver of the resource. A
Resource Id This is the Id of the resource. A
Status This is the status of the resource. A
Status Sort Order This is the status sort order of the resource. A

 

Resource Type

Field Name Description Type
Default Allocation This is the default allocation of the resource type. A
Default Rate This is the default rate (cost) of the resource type. #
Id This is the ID of the resource type. #
Initials These are the initials of the resource type. A
Name This is the name of the resource type. A

 

User Permissions - Projects

Field Name Description Type
User Account Type This is the account type of the user. A
User Chat Id This is the Chat ID of the user. A
User Created By This is the ID of the user's creator. #
User Created Date This is the date the user was created. A
User Email This is the email of the user. A
User Employee Id This is the employee ID of the user. A
User Ext This is the phone number extension of the user. A
User Fax This is the fax number of the user. A
User First Name This is the first name of the user. A
User Handle This is the "@" handle of the user. A
User Id This is the ID of the user. #
User Initials These are the initials of the user. A
User Is Active This indicates whether or not the user is active. A
User Last Name This is the last name of the user. A
User Login This is the login email address of the user. A
User Modified By This is the ID of the last modifier of the user. #
User Modified Date This is the date the user was last modified. A
User Phone This is the phone number of the user. A
User URL This is the full name of the user, which is also a link to the user's profile. A