Financial List

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

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

Financial

Field Name Description Type
Amount The amount of the Financial Plan row, whether the value belongs to "Funding", "Budget", "Expenditure", or "Benefits". #
Calendar Month The month of the financial data (amount).
Calendar Month Year The month and year of the financial data (amount).
Calendar Quarter The financial quarter of the financial data (amount).
Calendar Quarter Year The financial quarter and year of the financial data (amount).
Calendar Year The year of the financial data (amount).
Calendar Week The week of the financial data (amount).
Category The Funding, Budget, or Benefit Category that the amount belongs to. A
Document Number The Document Number of the Expenditure amount (for Expenditures only). A
Expenditure Date The date of the Expenditure (formatted mm/dd/yyyy). For Projects configured to calculate labor costs using the "Calculate actuals using time entries" checkbox, the time entries for a specific month are rolled up to the first of the month or first of the year.
Expenditure Document Number The Expenditure Document Number of the Expenditure amount.

Note: For manual Expenditures, this can be different than the "Document Number".

 A
Expenditure Group Indicates whether the Expenditure is a "Committed" or "Actual" Expenditure. A
Expenditure Memo The memo that was entered along with the Expenditure. A
Expenditure Name The name of the Expenditure item. Expenditures calculated from time entries will display the Resource's name. A
Expenditure Paid Indicates whether or not the Expenditure has been paid. A
Expenditure Type The "Expenditure Type" selected for the Expenditure. A
Expenditure Vendor The Vendor entered for the Expenditure. A
GLAccount The GL Account associated with the Budget Category used for the Budget or Expenditure line. A
Group Indicates whether the amount belongs to "Funding", "Budget", "Expenditure", or "Benefits". A
Item The name of the listed financial item. A
Sub Group

This value will differ based on the "Group" of the financial item.

 A
     

 

Financial Plan Created By User

Field Name Description Type
Full Name [First Last] The first and last name of the user who created the Financial Plan. The first name will be placed before the last name. A
First Name The first name of the user who created the Financial Plan. A
Full Name [Last First] The last and first name of the user who created the Financial Plan. The last name will be placed before the first name. A
Name [Last First] (URL) The last and first name of the user who created the Financial Plan. The last name will be placed before the first name. Also, the field will link to the user's profile. A
Last Name The last name of the user who created the Financial Plan. A
Name [First Last] (URL) The first and last name of the user who created the Financial Plan. The first name will be placed before the last name. Also, the field will link to the user's profile. A

 

Financial Plan Modified by User

Field Name Description Type
Full Name [First Last] The first and last name of the user who last modified the Financial Plan. The first name will be placed before the last name. A
First Name The first name of the user who last modified the Financial Plan. A
Full Name [Last First] The last and first name of the user who last modified the Financial Plan. The last name will be placed before the first name. A
Name [Last First] (URL) The last and first name of the user who last modified the Financial Plan. The last name will be placed before the first name. Also, the field will link to the user's profile. A
Last Name The last name of the user who last modified the Financial Plan. A
Name [First Last] (URL) The first and last name of the user who last modified the Financial Plan. The first name will be placed before the last name. Also, the field will link to the user's profile. A

 

Portfolio - Project Portfolio

Field Name Description Type
Created By The ID number of the resource that created the project's portfolio. A
Created Date The date the project's portfolio was created, formatted (mm/dd/yyyy) with time.
Created Date Month Year The date the project's portfolio was created, formatted by month and year.
Created Date Quarter Year The date the project's portfolio was created, formatted by annual quarter and year.
Created Date Year The year the project's portfolio was created.
Modified By The ID number of the resource who modified the project's portfolio. A
Modified Date The date the project's portfolio was modified, formatted (mm/dd/yyyy) with time.
Modified Date Month Year The date the project's portfolio was modified, formatted by month and year.
Modified Date Quarter Year The date the project's portfolio was modified, formatted by annual quarter and year.
Modified Date Year This is the year the project's portfolio was modified.
Portfolio Id This is the id of the project's portfolio. A
Portfolio Name This is the name of the project's portfolio. A

 

Program

Field Name Description Type
Created By This is the project's program creator ID. A
Created Date The date the Program was created, formatted as mm/dd/yyyy with a timestamp.
Created Date Date The date the Program was created, formatted as mm/dd/yyyy without a timestamp.
Created Date Month Year The month and the year that the Program was created.
Created Date Quarter Year The fiscal quarter and the year that the Program was created.
Created Date Year The year that the Program was created.
Created Date Week The week that the Program was created.
Description This is the program description. A
Modified By This is the program modifier. A
Modified Date The date the Program was last modified, formatted as mm/dd/yyyy with a timestamp.
Modified Date Date The date the Program was last modified, formatted as mm/dd/yyyy without a timestamp.
Modified Date Month Year The month and the year that the Program was last modified.
Modified Date Quarter Year The fiscal quarter and the year that the Program was last modified.
Modified Date Year The year that the Program was last modified.
Modified Date Week The week that the Program was last modified.
Name (Text) This is the program name. A
Name (URL) This is the URL link to the program. A
Number This is the program number. #
Organization Owner This is the organization owner. A
Owner This is the program owner. A
Portfolio This is the name of the portfolio associated to the program. A
Program Id This is the Id of the program. A
Program Last Status Update The date (mm/dd/yyyy) and time the Program's Status Update was last modified. This only refers to the Status Update, not the Status or any Health Indicators.
Program Last Status Update Week The week the Program's Status Update was last modified. This only refers to the Status Update, not the Status or any Health Indicators.
Status This is the status of the program. A
Program Status Update The Program's current Status Update (not to be confused with Status). A
Status Type This is the status type of the program. A
Status Type Id This is the status type Id of the program. A

 

Program - Organization Unit

Field Name Description Type
Abbreviation This is the abbreviation of the organization unit. A
Created By This is the organization unit creator ID. A
Created Date This is the organization unit creation date.
Id This is the organization unit Id. A
Modified By This is the organization unit modifier Id. A
Modified Date This is the organization unit modification date.
Name This is the organization unit name. A

 

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 - Financial Plan

Field Name Description Type
Checkout Date The date the Financial Plan was last checked out, formatted mm/dd/yyy with a timestamp.
Checkout User Id The ID number of the user who checked out the Financial Plan. A
Created By The ID number of the user who created the Financial Plan. A
Created Date The date the Financial Plan was created, formatted mm/dd/yyy with a timestamp.
Description The Financial Plan's Description. A
Id The ID number of the Financial Plan.
Modified By The ID number of the user who last modified the Financial Plan. A
Modified Date The date the Financial Plan was last modified, formatted mm/dd/yyy with a timestamp.
Name The name of the Financial Plan. A
Project Id The ID number of the Project that the Financial Plan belongs to. A
Type The current status of the Financial Plan. A

 

Project Organization Unit

Field Name Description Type
Abbreviation This is the abbreviation of the organization unit. A
Created By This is the organization unit creator ID. A
Created Date This is the organization unit creation date and time.
Created Date Month Year This is the creation date of the organization unit, formatted by month and year.
Created Date Quarter Year This is the creation date of the organization unit, formatted by annual quarter and year.
Created Date Year This is the creation year of the organization unit.
Id This is the organization unit ID. A
Modified By This is the organization unit modifier ID. A
Modified Date This is the organization unit's most recent modification date and time.
Modified Date Month Year This is the month and the year of the organization unit's most recent modification.
Modified Date Quarter Year This is the annual quarter and the year of the organization unit's most recent modification.
Modified Date Year This is the year of the organization unit's most recent modification.
Name This is the organization unit name. A

 

 

Resource - Project Owner

Field Name Description Type
Created Date Month Year This is the date the project owner was created as a resource, formatted by month and year.
Created Date Quarter Year This is the date the project owner was created as a resource, formatted by annual quarter and year.
Created Date Year This is the year the project owner was created as a resource.
Email This is the email of the project owner. A
First Name This is the first name of the project owner. A
Last Name This is the last name of the project owner. A
Modified Date Month Year This is the date the project owner was modified as a resource, formatted by month and year.
Modified Date Quarter Year This is the date the project owner was modified as a resource, formatted by annual quarter and year.
Modified Date Year This is the year the project owner was modified as a resource.
Name (URL) This is the URL link to the project owner. A
Resource Id This is the resource ID number of the project owner. A
Status This is the status of the project owner. A

 

User - Permissions (Projects)

Field Name Description Type
User First Last Name The first and last name of the user. The first name will be placed before the last name. A
User Last First Name The last and first name of the user. The last name will be placed before the first name. A
User Last First URL The last and first name of the user. The last name will be placed before the first name. Also, the field will link to the user's profile. A

 

User - Project Financial Plan Checked Out By

Field Name Description Type
Account Type The Account Type of the user who has checked out the Financial Plan. A
Email The email address of the user who has checked out the Financial Plan. A
Full Name [First Last] The full name of the user who has checked out the Financial Plan. The user's first name will be placed before their last name. A
First Name The first name of the user who has checked out the Financial Plan. A
Id The ID number of the user who has checked out the Financial Plan. A
Is Active Indicates whether or not the user who has checked out the Financial Plan has an "Active" Account Status. A
Full Name [Last First] The full name of the user who has checked out the Financial Plan. The user's last name will be placed before their first name. A
Name [Last First] (URL) The full name of the user who has checked out the Financial Plan. The user's last name will be placed before their first name. Also, the field will link to the user's profile. A
Last Name The last name of the user who has checked out the Financial Plan. A
Login The login (username) of the user who has checked out the Financial Plan. A
Name [First Last] (URL) The full name of the user who has checked out the Financial Plan. The user's first name will be placed before their last name. Also, the field will link to the user's profile. A