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