Program Metrics Data Source
This article provides all the Fields available for each View currently available under the Program Metrics Data Source in Upland Analytics.
The following Views are available when Program Metrics Data Source is selected upon creating a report. Click on any of them to view the available Fields.
- Basic Details for Work
- Gated Work Attributes
- Metric Data
- Metric Definition
- Metric Instance
- Owned By
- Schedule Details for Work
- Visual Program Hierarchy
Note: This page is being updated as new information becomes available.
Basic Details for Work
| Field Name | Description | Type |
| Cancel Date | Work cancel date | |
| Core Type | Work core object type | |
| Create Date | Work creation date | |
| Created By | Work creator ID | |
| Currency | Work currency code |
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| Last Change | Work last change date |
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| Location | Work location |
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| Location with Icon | Work location with image icon display and link to project |
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| Master Project | Master project name |
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| Master Project with Icon | Master project name and URL link to the master project |
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| Name | Work name |
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| Name with Object Type Icon | Work name with object type icon displayed and URL linked to project |
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| Object Type | Work object type name |
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| Objective | Work objective |
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| Owner ID | Work owner ID |
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| Parent ID | Parent work ID |
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| Percent On Track | Percent on track |
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| Priority | Work priority |
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| Project ID | Work project ID (user defined ID) |
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| Sequence | Work sequence number (sequence generated from object type settings) |
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| Source | Work source |
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| Status | Work status |
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| Status Report | Last status report summary text |
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| Status Report Days Late | Number of status report days late |
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| Status with Icon | Work status with icon displayed |
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| Team Status | Given a project and its team members, the longest an invite has been sent and unattended to by one of its team members, in days |
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| Template | Work template name |
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| Top Project | Top project name |
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| Top Project with Icon | Top project name with URL linked to top project |
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| Work ID | Work ID to join by. This view only returns one row per work ID |
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| Work Type Code | Object type code (object type ID) |
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| Context Currency | Default currency defined in context |
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| Idea Status | Idea status (only for objects derived from idea object type) |
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| Idea Status Comment | The comment that was included with the most recent Idea status change. | |
| Is Idea | Flag to mark if current work row is an idea, Y for true, N for false |
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| Is Program | Flag to mark if current work row is a program |
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Gated Work Attributes
| Field Name | Description | Type |
| Active Gate | Gated project active gate name | |
| Active Gate Champions | Active gate champions list |
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| Active Gate Champions Link | Active gate champions list with links to the users |
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| Active Gate Days Late | Active gate days late |
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| Active Gate with Icon | Active gate with icon display |
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| Gate Approval Status | Active gate approval status |
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| Gate Due | Active gate due date |
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| Gate Review | Active gate review |
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| Gate Status | Active gate status |
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| Performance to Baseline | Work performance to baseline |
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| Phase Days | Number of days since start of current gate |
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| Progress Indicator | Description of each phase status for this Gated Project |
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| Progress Indicator Icon | Icon display of each phase status for this Gated Project |
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| Work ID | Work ID to join by. This view only returns one row per work ID |
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| Work Type Code | Object type code (object type ID) |
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Metric Data
| Field Name | Description | Type |
| Linked Project ID | Work ID*; useful for some data verifications; do not join to work view directly or performance issues will arise in large contexts | |
| Metric Instance ID | Column to be joined with Metric Instance view, Metric Instance ID field | |
| Not Null View ID | Not null view ID; for joins, this avoids empty results when View ID field is null | |
| Template Item ID | Line item ID | |
| Not Null Beneficiary ID | Not null beneficiary ID; for joins, this avoids empty results when Beneficiary ID field is null |
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| Mdate | Metric period starting date for the metric value |
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| Value | Raw metric value for the period (in project currency). Raw value means it does not have any formatting or conversion applied to it; it is the plain numeric value. |
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| Converted Value | Currency converted value (to context default currency); no scale or formatting applied to the numbers |
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| Month | Mdate formatted to show Monthly period data, e.g. Jan 2018, Feb 2019, etc. | |
| Quarter | Mdate formatted to show Quarterly period, e.g. Q1 2018, Q2 2019, etc. | |
| Year | Mdate formatted to show Yearly period, e.g. 2018, 2019, etc. | |
| Fiscal Quarter | Mdate formatted to show Fiscal Quarter period (defined in PowerSteering Resource Calendar settings) , e.g. FQ1 2018, FQ2 2019, etc. | |
| Fiscal Year | Mdate formatted to show Fiscal Year period (Defined in PowerSteering Resource Calendar settings), e.g. FY 2018, FY 2019, etc. |
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| Metric Template ID | Metric template ID |
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| Definition ID | Column to be joined with Metric Definition view, Definition ID field |
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| Metric Template View Line Item Month Label | Concatenation of Metric Template Name/View Name/Line Item Name/Month for pivoting purposes; unique combination of metric definition and month period for pivoting; provides totals per Month as columns |
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| Metric Template View Line Item Fiscal Quarter Label | Concatenation of Metric Template Name/View Name/Line Item Name/Fiscal Quarter for pivoting purposes; unique combination of metric definition and Fiscal Quarter period for pivoting; provides totals per Fiscal Quarter as columns | |
| Metric Template View Line Item Fiscal Year Label | Concatenation of Metric Template Name/View Name/Line Item Name/Fiscal Year for pivoting purposes; unique combination of metric definition and Fiscal Year period for pivoting; provides totals per Fiscal year as columns |
Metric Definition
| Field Name | Description | Type |
| Metric Template ID | Metric template ID to join with Metric Instance view | |
| Metric Template Name | Metric template name | |
| Locale ID | Locale ID (always returns context default locale ID, useful for performance improvements in advanced scenarios) | |
| Template Period | Metric period type (Monthly, Quarterly, Yearly, Infinitely) | |
| Metric View ID | View ID; may be null, if not defined in template |
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| Not Null View ID | View ID not null; when null, it returns constant NO_VIEW value |
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| Metric View Name | View name |
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| Display Sequence | Line item display sequence |
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| Item ID | Line Item ID | |
| Metric Line Item | Line Item name | |
| Item Seq | Line item sequence | |
| Item Object Type | Line item object type: (UserDefinedItem, CalculatedItem, SeparatorItem, CostItem) | |
| Item is Monetary | Y when line item is Monetary type, otherwise N |
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| Item is Rollup | Y when line item is rollup, otherwise N |
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| Item is Rollup Vertical | Y when line item is rollup vertical, otherwise N |
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| Item Multiplier | Number to divide raw metric value to display formatted numbers |
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| Item Scale | Character suffix for formatted values (K, M) | |
| Beneficiary Tagset ID | Tag set ID defined for beneficiaries | |
| Beneficiary Tagset | Tag set name defined for beneficiaries | |
| Beneficiary ID | Beneficiary tag ID (tag value ID); may be null, if not defined | |
| Not Null Beneficiary ID | Not null version for Beneficiary ID; when null, it returns NO_BENEFICIARY |
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| Metric Beneficiary | Beneficiary tag value label |
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| Metric Template View Line Item Label | Concatenation of Metric Template Name/View Name/Line Item Name for pivoting purposes (unique combination of metric definition for pivoting); provides totals as columns |
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| Definition ID | ID to join by with Metric Data view (improves query performance when filtering by some specific metric definition criteria) |
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Metric Instance
| Field Name | Description | Type |
| Metric Instance ID | ID to join with Metric Data view, Metric Instance field | |
| Linked Project ID | ID to join with Basic Details view, Work ID field | |
| Metric Template ID | ID to join with Metric Definition view, Template ID field |
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Owned By
| Field Name | Description | Type |
| Address Line 1 | User first address | |
| Address Line 2 | User second address | |
| City | User city | |
| Company Name | User company name | |
| Country | User country |
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| Days per Week | Number of days per week |
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| Department | User department |
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| Email Address | User email address |
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| End Date | The user's End date | |
| Fax | User fax | |
| First Name | User first name | |
| Full Name | Full user name | |
| Groups | List of user groups | |
| Hours per Day | Number of hours per day |
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| Instant Messenger ID | IM account ID |
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| Instant Messenger Type | IM type |
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| Job Title | User job title |
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| Last Name | User last name | |
| License Type | User license type | |
| Mobile Phone | User mobile phone number | |
| No Access | Flag to mark if user is a No Access user. Y if true, N if false | |
| Pager Number | User pager number | |
| Postal Code | User postal code |
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| Pools | A list of all the Resource Pools that the user belongs to. | |
| Roles | A list of all the Roles that the user is associated with. | |
| Skills | User skills |
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| Start Date | The user's Start date | |
| State | User state |
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| User ID | User ID to join by |
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| User Link | User URL link to profile page | |
| Work ID | Work ID to join by. This view only returns one row per work ID |
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Schedule Details for Work
| Field Name | Description | Type |
| Actual End Date | Work actual end date |
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| Actual Labor Amount | Work actual labor amount (time from start to end dates in actual labor unit ) | # |
| Actual Labor Unit | Actual labor unit (unit of measure for actual labor amount) | A |
| Actual Start Date | Work actual start date |
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| Baseline End Date | The end date of the work's current Baseline. |
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| Baseline Duration (Days) | The total duration in days of the work's current Baseline. | A |
| Baseline Start Date | The start date of the work's current Baseline. |
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| Baseline [1-12] End Date | The end date of the work's corresponding supplemental Baseline, numbered 1-12. |
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| Baseline [1-12] Duration (Days) | The total duration in days of the work's corresponding supplemental Baseline, numbered 1-12. | A |
| Baseline [1-12] Start Date | The start date of the work's corresponding supplemental Baseline, numbered 1-12. |
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| Constraint Type | Work schedule constraint type | A |
| Manual Scheduling | Flag to display work manual schedule setting. N if false, Y if true | A |
| Percent Complete | Work percent complete | A |
| Percent Complete Method | Work percent complete method | A |
| Performance to Baseline | Work performance to baseline |
A |
| Planned End Date | Work planned end date |
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| Planned Labor Amount | Work planned labor amount (time from start to end dates in planned labor unit ) | # |
| Planned Labor Unit | Planned labor unit (unit of measure for planned labor amount) | A |
| Planned Start Date | Work planned start date |
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| Project Days | Number of days transpired from start of the project | A |
| Project Days Late | Number of days late for the current project | A |
| Project Due | Work due date |
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| System End Date | Work system end date |
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Visual Program Hierarchy
This view returns program to child members relationship grouped by levels (up to eight levels deep). For each program in program tree (parent program), all child members are returned (child), if a program is more than one level deep, first child sub-program is placed in Level 2, next one in Level 3, etc.
| Field Name | Description | Type |
| Depth | Current work depth in current row program hierarchy; depth of current work related to Level1 parent program | |
| LevelX | Level program name in the hierarchy; top is parent, then descendent programs | |
| LevelX ID | Top level program ID in the hierarchy; top is parent, then descendent programs | |
| Project ID | Last level child project ID, project ID for current row; null if Work ID field is from program type |
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| Project Name | Last level child project name, project name for current row; null if Work ID field is from program type |
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| Work ID | Last level Work ID; column is joined with other views for more work details |
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