Resource Roles List

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

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

Resource
Resource Role Info

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 Role Info

Field Name Description Type
Is Default This indicates whether or not the role is the Resource's default role. A
Rate This is the Resource's rate. Note that users will require "Resource Administration" permissions on an Application Policy in order to access this field.
A
Resource ID This is the ID number of the Resource. A
Role ID This is the ID number of the Role. A
Role Name This is the name of the Role. A