Project List

This article provides all the Fields available for each View currently available under the Project 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.

Portfolio - Project Portfolio
Program
Project
Project Alignment
Project Financials
Project Health Indicators
Project - Organization Unit

Project - Resource Plan
Project - Resource Roles as Columns
Project Work Plan
Resource - Project Owner
User - Project Created By
User - Project Modified By
User - Project Resource Plan Checkout By
User - Project Work Plan Checkout By
User - Project Work Plan Created By
User - Project Work Plan Modified By

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

 

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 Alignment

Field Name	Description	Type
Evaluation Total Score	This is the project evaluation total score.	#
Evaluation Weighted Ratio	This is the project evaluation weighted ratio.	A
Evaluation Weighted Score	This is the project evaluation weighted score.	#
Prioritization Total Score	This is the project prioritization total score.	#
Prioritization Weighted Ratio	This is the project prioritization weighted ratio.	A
Prioritization Weighted Score	This is the project prioritization weighted score.	#
Project Id	This is the ID number of the project.	A
Risk Total Score	This is the project risk total score.	#
Risk Weighted Ratio	This is the project risk weighted ratio.	A
Risk Weighted Score	This is the project risk weighted score.	#

 

Project Financials

Field Name	Description	Type
Actual ROI Amount	This is the actual ROI amount of the project financials.	#
Actual ROI Percent	This is the actual ROI percent of the project financials.	A
Budget To Date	This is the budget to date of the project financials.
Budget To Date Vs Expenditures	This is the budget to date vs expenditures of the project financials.
Budget Vs Expenditures	This is the budget vs expenditures of the project financials.	A
Cash Flow Actual	This is the project's total actual cash flow.	#
Cash Flow Committed	This is the project's total committed cash flow.	#
Cash Flow Utilized Actual Percent	This is the utilized actual percent of the project's cash flow.	A
Cash Flow Utilized Committed Percent	This is the utilized committed percent of the project's cash flow.	A
Cash Flow Utilized Expenditures Percent	This is the utilized expenditures percent of the project's cash flow.	A
Current Year Benefits	These are the project's benefits of the current year.	#
Current Year Budget	This is the project's budget of the current year.	#
Current Year Budget Utilized Actual	This is the project's actual utilized budget of the current year.	#
Current Year Budget Utilized Actual Percent	This is the project's actual utilized budget of the current year as a percent.	#
Current Year Budget Utilized Committed	This is the project's committed utilized budget of the current year.	A
Current Year Budget Utilized Committed Percent	This is the project's committed utilized budget of the current year as a percent.	#
Current Year Budget Utilized Expenditures	This is the project's utilized expenditures of the current year.	A
Current Year Budget Utilized Expenditures Percent	This is the project's utilized expenditures of the current year as a percent.	#
Current Year Capital Budget	This is the project's capital budget of the current year.	A
Current Year Committed Expenditures	These are the projects committed expenditures of the current year.	#
Current Year Expected Benefits	These are the project's expected benefits of the current year.	#
Current Year Expenditures	These are the project's expenditures of the current year.	#
Current Year Funding	This is the project's total funding for the current year.	#
Current Year Operating Budget	This is the project's total operating budget for the current year.	#
Current Year Realized Benefits	These are the project's total realized benefits for the current year.	#
Estimate At Completion	This is the estimate at completion of the project financials.	#
Estimate To Complete	This is the estimate to complete of the project financials.	#
Expenditures To Date	This is the expenditures to date of the project financials.
Financial Plan Id	This is the financial plan Id.	A
Financial Plan Name	This is the financial plan name of the project financials.	A
Financial Plan Type	This is the financial plan type of the project financials.	A
Financial Plan Type Id	This is the financial plan type Id of the project financials.	A
Funding Vs Budget	This is the funding vs budget of the project financials.	#
Funding Vs Expenditures	This is the funding vs expenditures of the project financials.	A
Planned ROI Amount	This is the planned ROI amount of the project financials.	#
Planned ROI Percent	This is the planned ROI percent of the project financials.	#
Project Id	This is the Id of the project.	A
Remaining To Spend	This is the remaining to spend of the project financials.	#
Total Actual Expenditures	This is the total actual expenditures of the project financials.	#
Total Budget	This is the total budget of the project financials.	#
Total Budget Remaining Actual	This is the total budget remaining actual of the project financials.	#
Total Budget Remaining Committed	This is the total budget remaining committed of the project financials.	#
Total Capital Actual	This is the total capital actual of the project financials.	#
Total Capital Budget	This is the total capital budget of the project financials.	#
Total Capital Budget Remaining Actual	This is the remaining total capital budget of the project.	#
Total Capital Budget Remaining Committed	This is the remaining committed capital budget of the project.	#
Total Capital Committed	This is the total capital committed of the project financials.	#
Total Capital Expenditures	This is the total capital expenditures of the project financials.	#
Total Committed Expenditures	This is the total committed expenditures of the project financials.	#
Total Expected Benefits	This is the total expected benefits of the project financials.	#
Total Expenditures	This is the total expenditures of the project financials.	#
Total Funding	This is the total funding of the project financials.	#
Total Operating Actual	This is the total operating actual of the project financials.	#
Total Operating Budget	This is the total operating budget of the project financials.	#
Total Operating Budget Remaining Actual	This is the total remaining actual operating budget of the project.	#
Total Operating Budget Remaining Committed	This is the total remaining committed operating budget of the project.	#
Total Operating Committed	This is the total operating committed of the project financials.	#
Total Operating Expenditures	This is the total operating expenditures of the project financials.	#
Total Realized Benefits	This is the total realized benefits of the project financials.	#

 

Project Health Indicators

Field Name	Description	Type
Health Indicator 1 Color	This is the color of Health Indicator 1.	A
Health Indicator 1 Description	This is the description of Health Indicator 1.	#
Health Indicator 1 Id	This is the ID number of Health Indicator 1.	A
Health Indicator 1 Name	This is the name of Health Indicator 1.	A
Health Indicator 1 State Description	This is the state description of Health Indicator 1.	A
Health Indicator 10 Color	This is the color of Health Indicator 10.	A
Health Indicator 10 Description	This is the description of Health Indicator 10.	A
Health Indicator 10 Id	This is the Id of Health Indicator 10.	A
Health Indicator 10 Name	This is the name of Health Indicator 10.	A
Health Indicator 10 State Description	This is the state description of Health Indicator 10.	A
Health Indicator 2 Color	This is the color of Health Indicator 2.	A
Health Indicator 2 Description	This is the description of Health Indicator 2.	A
Health Indicator 2 Id	This is the Id of Health Indicator 2.	#
Health Indicator 2 Name	This is the name of Health Indicator 2.	A
Health Indicator 2 State Description	This is the state description of Health Indicator 2	A
Health Indicator 3 Color	This is the color of Health Indicator 3.	A
Health Indicator 3 Description	This is the description of Health Indicator 3.	A
Health Indicator 3 Id	This is the Id of Health Indicator 3.	A
Health Indicator 3 Name	This is the name of Health Indicator 3.	A
Health Indicator 3 State Description	This is the state description of Health Indicator 3.	A
Health Indicator 4 Color	This is the color of Health Indicator 4.	A
Health Indicator 4 Description	This is the description of Health Indicator 4.	A
Health Indicator 4 Id	This is the Id of Health Indicator 4.	A
Health Indicator 4 Name	This is the name of Health Indicator 4.	A
Health Indicator 4 State Description	This is the state description of Health Indicator 4.	A
Health Indicator 5 Color	This is the color of Health Indicator 5.	A
Health Indicator 5 Description	This is the description of Health Indicator 5.	A
Health Indicator 5 Id	This is the Id of Health Indicator 5.	A
Health Indicator 5 Name	This is the name of Health Indicator 5.	A
Health Indicator 5 State Description	This is the state description of Health Indicator 5.	A
Health Indicator 6 Color	This is the color of Health Indicator 6.	A
Health Indicator 6 Description	This is the description of Health Indicator 6.	A
Health Indicator 6 Id	This is the Id of Health Indicator 6.	A
Health Indicator 6 Name	This is the name of Health Indicator 6.	A
Health Indicator 6 State Description	This is the state description of Health Indicator 6.	A
Health Indicator 7 Color	This is the color of Health Indicator 7.	A
Health Indicator 7 Description	This is the description of Health Indicator 7.	A
Health Indicator 7 Id	This is the Id of Health Indicator 7.	A
Health Indicator 7 Name	This is the name of Health Indicator 7.	A
Health Indicator 7 State Description	This is the state description of Health Indicator 7.	A
Health Indicator 8 Color	This is the color of Health Indicator 8.	A
Health Indicator 8 Description	This is the description of Health Indicator 8.	A
Health Indicator 8 Id	This is the Id of Health Indicator 8.	A
Health Indicator 8 Name	This is the name of Health Indicator 8.	A
Health Indicator 8 State Description	This is the state description of Health Indicator 8.	A
Health Indicator 9 Color	This is the color of Health Indicator 9.	A
Health Indicator 9 Description	This is the description of Health Indicator 9.	A
Health Indicator 9 Id	This is the Id of Health Indicator 9.	A
Health Indicator 9 Name	This is the name of Health Indicator 9.	A
Health Indicator 9 State Description	This is the state description of Health Indicator 9.	A
Project Id	This is the Id of the project.	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

 

 

Project Resource Plan

Field Name	Description	Type
Approved Plan Id	This is the ID number of the project's approved resource plan.	A
Checkout Date	This is the date and time of the most recent resource plan checkout.
Checkout Date Month Year	This is the date of the most recent resource plan checkout, formatted by month and year.
Checkout Date Quarter Year	This is the date of the most recent resource plan checkout, formatted by annual quarter and year.
Checkout Date Year	This is the year of the most recent resource plan checkout.
Checkout User Id	This is the ID number of the user who most recently checked out the project's resource plan.	A
Current Plan Id	This is the ID number of the current resource plan.	A
Is Checkout Expired	This indicates whether the resource plan's checkout has expired.	A
Is Current Approved	This indicates whether the current resource plan has been approved.	A
Planned Cost Approved	This is the approved planned cost of the resource plan.	#
Planned Cost Current	This is the current planned cost of the resource plan.	#
Planned Effort Approved	This is the approved planned effort of the resource plan.	#
Planned Effort Current	This is the current planned effort of the resource plan.	#
Planned Effort To Date Approved	This is the total approved planned effort to date of the resource plan.	#
Planned Effort To Date Current	This is the total current planned effort to date of the resource plan.	#
Project Id	This is the ID number of the project.	A

 

Project Resource Roles as Columns

Field Name	Description	Type
Project Resource Roles as Columns Project Id	This is the project ID number.	A
Project Resource Roles As Columns Role[#]id	This is the ID number of the project resource role.	A
Project Property Text Property[#]value	This is the value of project resource role.	A

 

Project Workplan

Field Name	Description	Type
Actual Effort	This is the actual effort of the project workplan.	#
Actual Effort To Date	This is the actual effort to date of the project workplan.
Actual Effort To Date Vs Allocated Effort To Date	This is the actual effort to date vs allocated effort to date of the project workplan.
Allocated Effort	This is the allocated effort of the project workplan.	#
Allocated Effort To Date	This is the allocated effort to date of the project workplan.
Baseline Duration	This is the baseline duration of the project workplan.	#
Baseline End Date	This is the baseline end date of the project workplan, formatted (mm/dd/yyyy).
Baseline End Date Month Year	This is the baseline end date of the project workplan, formatted by month and year.
Baseline End Date Quarter Year	This is the baseline end date of the project workplan, formatted by annual quarter and year.
Baseline End Date Year	This is the year of the workplan's baseline end date.
Baseline Start Date	This is the baseline start date of the project workplan, formatted (mm/dd/yyyy).
Baseline Start Date Month Year	This is the baseline start date of the project workplan, formatted by month and year.
Baseline Start Date Quarter Year	This is the baseline start date of the project workplan, formatted by annual quarter and year.
Baseline Start Date Year	This is the year of the workplan's baseline start date.
Checkout Date	This is the most recent checkout date of the project workplan, formatted (mm/dd/yyyy) with time.
Checkout Date Month Year	This is the most recent date of the project workplan, formatted by month and year.
Checkout Date Quarter Year	This is the most recent checkout date of the project workplan, formatted by annual quarter and year.
Checkout Date Year	This is the year the project workplan was last checked out.
Checkout User Id	This is the ID number of the resource who most recently checked out the project workplan.	A
Completed Through Date	This is the "completed through" date of the project workplan, formatted (mm/dd/yyyy).
Completed Through Date Month Year	This is the "completed through" date of the project workplan, formatted by month and year.
Completed Through Date Quarter Year	This is the "completed through" date of the project workplan, formatted by annual quarter and year.
Completed Through Date Year	This is the "completed through" year of the project workplan.
Current End Vs Baseline End	This is the current end vs baseline end of the project workplan.	#
Current Workplan Id	This is the current Id of the workplan.	#
Duration	This is the duration of the project workplan.	#
End Date	This is the end date of the project workplan, formatted (mm/dd/yyyy).
End Date Month Year	This is the end date of the project workplan, formatted by month and year.
End Date Quarter Year	This is the end date of the project workplan, formatted by annual quarter and year.
End Date Year	This is the year of the project workplan's end date.
Expected Work Complete	This is the expected work complete of the project workplan.	A
Expected Work Complete Critical	This is the expected work complete critical of the project workplan.	A
Progress	This is the progress of the project workplan.	A
Project Id	This is the ID number of the project.	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, formatted (mm/dd/yyyy) with time.
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, formatted (mm/dd/yyyy) with time.
Resource Productivity Ratio	This is the resource productivity ratio of the project workplan.	#
Start Date	This is the start date of the project workplan, formatted (mm/dd/yyyy).
Start Date Month Year	This is the start date of the project workplan, formatted by month and year.
Start Date Quarter Year	This is the start date of the project workplan, formatted by annual quarter and year.
Start Date Year	This is the year of the project workplan's start date.
Variance Days	This is the variance days of the project workplan.
Work Complete	This is the work complete of the project workplan.	A
Work Complete Critical	This is the work complete critical of the project workplan.	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 - Project Created By

Field Name	Description	Type
Account Type	This is the creator account type.	A
Email	This is the email address of the creator.	A
First Name	This is the first name of the creator.	A
Is Active	This indicates whether the creator is active.	A
Last Name	This is the last name of the creator.	A
Login	This is the name of the logged in project creator.	A
Name (URL)	This is the name of the project creator. It serves as a link to the resource's profile.	A
User Id	This is the ID number of the resource who created the project.	A

 

User - Project Modified By

Field Name	Description	Type
Account Type	This is the most recent modifier's account type.	A
Email	This is the email address of the most recent modifier.	A
First Name	This is the most recent modifier's first name.	A
Is Active	This defines whether the most recent modifier is active.	A
Last Name	This is the most recent modifier's last name.	A
Login	This is the login of the most recent project modifier.	A
Name (URL)	This is the name of the most recent project modifier. It serves as a link to the resource's profile.	A
User Id	This is the ID number of the most recent project modifier.	A

 

User - Project Resource Plan Checkout By

Field Name	Description	Type
Account Type	This is the account type of the resource that most recently checked out the project resource plan.	A
Email	This is the email address of the resource that most recently checked out the project resource plan.	A
First Name	This is the first name of the resource that most recently checked out the project resource plan.	A
Is Active	This indicates whether the resource that most recently checked out the project resource plan is active.	A
Last Name	This is the last name of the resource that most recently checked out the project resource plan.	A
Login	This is the login of the resource that most recently checked out the project resource plan.	A
Name (URL)	This is the name of the resource that most recently checked out the project resource plan. It serves as a link to the resource's profile.	A
User Id	This is the ID number of the resource that most recently checked out the project resource plan.	A

 

User - Project Work Plan Checkout By

Field Name	Description	Type
Name (URL)	This is the name of the resource that most recently checked out the project work plan. It serves as a link to the resource's profile.	A
User Account Type	This is the account type of the resource that most recently checked out the project work plan.	A
User Email	This is the email address of the resource that most recently checked out the project work plan.	A
User First Name	This is the first name of the resource that most recently checked out the project work plan.	A
User Id	This is the ID number of the resource that most recently checked out the project work plan.	A
User Is Active	This indicates whether the resource that most recently checked out the project work plan is active.	A
User Last Name	This is the last name of the resource that most recently checked out the project work plan.	A
User Login	This is the login of the resource that most recently checked out the project work plan.	A

 

User - Project Work Plan Created By

Field Name	Description	Type
Account Type	This is the account type of the resource that created the project work plan.	A
Email	This is the email address of the resource that created the project work plan.	A
First Name	This is the first name of the resource that created the project work plan.	A
Is Active	This indicates whether the resource that created the project work plan. is active.	A
Last Name	This is the last name of the resource that created the project work plan.	A
Login	This is the login of the resource that created the project work plan.	A
Name (URL)	This is the name of the resource that created the project work plan. It serves as a link to the resource's profile.	A
User Id	This is the ID number of the resource that created the project work plan.	A

 

User - Project Work Plan Modified By

Field Name	Description	Type
Account Type	This is the account type of the resource that most recently modified the project work plan.	A
Email	This is the email address of the resource that most recently modified the project work plan.	A
First Name	This is the first name of the resource that most recently modified the project work plan.	A
Is Active	This indicates whether the resource that most recently modified the project work plan is active.	A
Last Name	This is the last name of the resource that most recently modified the project work plan.	A
Login	This is the login of the resource that most recently modified the project work plan.	A
Name (URL)	This is the name of the resource that most recently modified the project work plan. It serves as a link to the resource's profile.	A
User Id	This is the ID number of the resource that most recently modified the project work plan.	A