Project Work Plan List

This article provides all the Fields available for each View currently available under the Project Work Plan List Data Source in Upland Analytics.

The following Views are available when Project Work Plan List Data Source is selected upon creating a report. Click on any of them to view the available Fields.

Project
Project Work Plan
User Permissions - Projects
User - Project Work Plan Checkout By


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

 

Project Work Plan

Field Name Description Type
Actual Effort This is the work plan's actual effort in hours. #
Actual Effort To Date This is the work plan's actual effort to date in hours. #
Actual Effort To Date Vs Allocated Effort To Date This is the percentage of allocated effort that has yet to be used. #
Allocated Effort This is the work plan's allocated effort in hours. #
Allocated Effort To Date This is the work plan's allocated effort in hours to date. #
Baseline Duration This is the baseline duration of the work plan. #
Baseline End Date This is the baseline end date of the work plan.
Baseline Start Date This is the baseline start date of the work plan.
Checkout Date This is the date of the work plan's most recent checkout. A
Checkout User Id This is the ID of the last user to check out the work plan. A
Completed Through Date This is the completed through date of the work plan.
Current End Vs Baseline End This is indicates the differential between the project's current end and baseline end. #
Current Workplan Id This is the current ID of the work plan. #
Duration This is the total duration of the work plan. #
End Date This is the end date of the work plan.
Expected Work Complete This is the expected work complete of the work plan. A
Expected Work Complete Critical This is the critical expected work complete of the work plan. A
Is Checkout Expired This indicates whether or not the work plan's checkout has expired. A
Progress This is a percentage of the work plan's progress. A
Project Id This is the ID of the project that the work plan belongs to. A
Project Workplan Created By This is the ID number of the Resource who created the Work Plan. A
Project Workplan Created Date This is the date the Work Plan was created.
Project Workplan Modified By This is the ID number of the Resource who last modified the Work Plan A
Project Workplan Modified Date This is the date the Work Plan was last modified.
Resource Productivity Ratio This is the resource productivity ratio of the workplan. #
Start Date This is the start date of the work plan.
Variance Days This indicates the number of variance days of a work plan. #
Work Complete This is the percentage of work complete in a work plan. A
Work Complete Critical This is the percentage of critical work complete in a work plan. 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 creator. #
User Created Date This is the date the user was created. A
User Email This is the email address 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/username email of the user. A
User Modified By This is the ID of the most recent modifier of the user. #
User Modified Date This is the date of the most recent modification of the user. A
User Phone This is the phone number of the user. A
User URL This is the name of the user, which is a link to the user's profile. A

 

User - Project Work Plan Checkout By

Field Name Description Type
Name (URL) This is the full name of the checkout user, which is also a link to the user's profile. A
User Account Type This is the account type of the checkout user. A
User Email This is the email address of the checkout user. A
User First Name This is the first name of the checkout user. A
User Id This is the ID of the checkout user. A
User Is Active This indicates whether or not the checkout user is an active user. A
User Last Name This is the last name of the checkout user. A
User Login This is the login email address of the checkout user. A