This article describes the out-of-the-box fields available for Calculation Criteria Filtering Fields and their respective conditions as well as available values.
Available Filter options:
|
Field Name
|
Description | Available options | Conditions |
|---|---|---|---|
| Actual Billing in Base Curr. | The Actual Billing of the Project in the Base Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Actual Billing in Client Curr. | The Actual Billing of the Project in the Client Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Actual Cost in Base Curr. | The Actual Cost of the project in the Base Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Actual End | The Actual End date of the project; latest Time Entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between, Today, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, Year to Date, This Fiscal Month, Last Fiscal Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Year, Last Fiscal Year, Fiscal Year to Date | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Calendar selection. |
| Actual Start | The Actual Start date of the project; earliest Time Entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between, Today, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, Year to Date, This Fiscal Month, Last Fiscal Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Year, Last Fiscal Year, Fiscal Year to Date | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Calendar selection. |
| Alternate Manager | The Alternate Manager selected in Project Edit. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the User List. |
| Baseline Billable Budget in Base Curr. | The total Baseline Billable Budget of the Project in the Base Currency. The Exchange Rate used for conversion will be the rate on the Start date of the Budget. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Baseline Billable Budget in Base Curr. | The total Baseline Billable Budgets of the Project in Base Currency. The exchange rate used for conversion will be the rate on the start date of the budget. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Baseline Billable Budget in Client Curr. | The total Baseline Billable Budget of the Project in the Client Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Baseline Cost Budget in Base Curr. | The total Baseline Cost Budget of the Project in the Base Currency. The Exchange Rate used for conversion will be the rate on the Start date of the Budget. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Baseline Cost Budget in Project Cost Curr. | The total Baseline Cost Budget of the Project in the Project Cost Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Baseline Non-Billable Budget in Base Curr. | The total Baseline Non-Billable Budget of the Project in the Base Currency. The Exchange Rate used for conversion will be the rate on the Start date of the Budget. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Baseline Non-Billable Budget in Project Cost Curr. | The total Baseline Non-Billable Budget of the Project in the Project Cost Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Baseline Time Budget | The total Current Cost Budget of the Project in the Base Currency. The Exchange Rate used for conversion will be the Rate on the Start date of the Budget. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Billable Charges in Base Curr. | The total Billable Charge Amounts on the Project in Base Currency. The Exchange Rate used for conversion will be the rate on the Entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Billable Charges in Client Curr. | The total Billable Charge Amounts on the Project in Client Currency. The Exchange Rate used for conversion will be the rate on the Entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Billable Expenses in Base Curr. | The total Billable Charge Amounts on the Project in Client Currency. The Exchange Rate used for conversion will be the rate on the Entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Billable Expenses in Client Curr. | The total Billable Expense Amounts on the Project in Client Currency. The Exchange Rate used for conversion will be the rate on the Entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Billable Products in Base Curr. | The total Billable Product Amounts on the Project in Base Currency. The Exchange Rate used for conversion will be the rate on the Entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Billable Products in Client Curr. | The total Billable Product Amounts on the Project in Client Currency. The Exchange Rate used for conversion will be the rate on the Entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Billable Time | total Billable hours entered against the Project. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Billable Time Amount in Base Curr. | The total Billable Time Amount on the Project in Base Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Billable Time Amount in Base Curr. | The total Billable Time Amounts on the Project in Client Currency. The Exchange Rate used for conversion will be the rate on the current date. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Client List. |
| Client | The Client associated to the Project. | In, Not in | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Code | This is the Project Code. | Equal to, Not equal to, Like, Not like, In, Not in | Only the Value1 field will be enabled. It will be a text field. When In or Not in are selected, the values must be delimited by commas. |
| Committed Hours | The total Committed hours. This will be available if Project CWP or Task Scheduling licenses exist. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Current Billable Budget in Base Curr. | The total Current Billable Budget of the Project in the Base Currency. The Exchange Rate used for conversion will be the rate on the Start date of the Budget. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Current Billable Budget in Client Curr. | The total Current Billable Budgets of the Project in Base Currency. The Exchange Rate used for conversion will be the rate on the Start date of the budget. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Current Cost Budget in Base Curr. | The total Current Cost Budgets of the Project in Base Currency. The Exchange Rate used for conversion will be the rate on the Start date of the budget. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Current Cost Budget in Project Cost Curr. | The total Current Cost Budgets of the Project in Project Cost Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Current Cost Budget in Client Curr. | The total Current Cost Budget of the Project in the Client Currency. The Exchange Rate used for conversion will be the rate on the Start date of the budget. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Current Non-Billable Budget in Base Curr. | The total Current Non-Billable Budget of the Project in the Base Currency. The Exchange Rate used for conversion will be the rate on the Start date of the budget. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Current Non-Billable Budget in Project Cost Curr. | The total current Non-Billable Budget of the Project in the Project Cost Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Current Time Budget | The total Current Time Budget of the Project | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| End | The official End date of the Project taken from the Project’s setup page. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between, Today, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, Year to Date, This Fiscal Month, Last Fiscal Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Year, Last Fiscal Year, Fiscal Year to Date | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Calendar values only. |
| Forecasted Billing in Base Curr. | The total Forecasted Billing Amounts on the Project (calculated as the committed hours * User Forecast Billing Rate) in Base Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Forecasted Cost in Base Curr. | The total Forecasted Cost Amounts on the Project (calculated as the committed hours * User Forecast Cost Rate) in Base Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Health | The Health of the Project. | In, Not in | Only the Value1 column will be available and it will be a multi-select combo-box with all health indicators available |
| Id | The Id of the Project. | Equal to, Not equal to, Like, Not like, In, Not in | Only the Value1 field will be enabled. It will be a text field. When In or Not in are selected, the values must be delimited by commas. |
| Imported From | If the Project is imported from another system. | In, Not in | Only the Value1 column will be available and it will be a multi-select combo-box with the following values: Select all MicrosoftCRM Salesforce.com Quickbooks Qvidian |
| Is Active | The Suspended flag of the Project. | In, Not in | Only the Value1 column will be available and it will be a multi-select combo-box with the following values:
• Yes • No |
| Non-billable Time | The total Non-billable hours entered against the Project. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Parent | Direct Parent Placeholder Project(s) | In, Not in | Select Parent Project from the Project List. |
| Payable Charges in Base Curr. | The total Payable Charge Amount in the Base Currency. The Exchange Rate used for conversion will be the rate on the Entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Payable Expenses in Base Curr. | The total Payable Expense Amount in the Base Currency. The Exchange Rate used for conversion will be the rate on the entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between. | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Payable Products in Base Curr. | The total Payable Product Amount in the Base Currency. The Exchange Rate used for conversion will be the rate on the Entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Payable Time | The total Payable hours entered against the Project. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Payable Time Amount in Base Curr. | The total Payable Time Amounts on the Project in Base Currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Portfolio | The Portfolio of the Project. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the tree to grid Portfolio List. This field will be hidden if portfolio licenses do not exist. |
| Priority | The Priority of the Project. | In, Not in | Only the Value1 column will be available and it will be a multi-select combo-box with all Priorities from the Priority system table. |
| Project Manager | The actual Manager of the Project. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the User List. |
| Proposed Hours | The total Proposed Hours. This will be available if Project CWP or Task Scheduling licenses exist. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Reimbursable Expenses in Base Curr. | The total Reimbursable Expense Amount in the Base Currency. The Exchange Rate used for conversion will be the rate on the Entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Start | The official Start date of the Project taken from the Project’s setup page. |
Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between, Today, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, Year to Date, This Fiscal Month, Last Fiscal Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Year, Last Fiscal Year, Fiscal Year to Date |
When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| State Attribute | The State property/properties as set in the Project Workflow. |
In, Not in. |
Only the Value1 column is available |
| State Name | The State Name of the Project as per the Workflow. |
Equal to, Not equal to, Like, Not like, In, Not in |
Only the Value1 column is available and with options to choose all Project Workflow States. |
| Total Charges in Base Curr. | The total Charge Amounts on the Project in Base Currency. The Exchange Rate used for conversion will be the rate on the Entry date. |
Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between |
When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Total Expenses in Base Curr. | The total expense Amount in the base currency. The Exchange Rate used for conversion will be the rate on the entry date. |
Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between |
When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Total Invoiced in Base Curr. | The total Expense Amount on the Project in Base Currency. The Exchange Rate used for conversion will be the rate on the Entry date. |
Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between |
When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Total Invoiced in Client Curr. | The total Invoiced Amounts on the Project in Client Currency. The Exchange Rate used for conversion will be the rate on the current date. |
Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between |
When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Total Time | Total hours entered against the Project. |
Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between |
When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Tracking # | The Project Tracking #. | Equal to, Not equal to, Like, Not like, In, Not in | Only the Value1 field will be enabled. It will be a text field. When In or Not in are selected, the values must be delimited by commas. |