The Project Scheduling Data Source provides comprehensive reporting on project scheduling and resource allocation. Using the available Views, you can build reports to analyze Project Managers, Clients, Resource Groups, Roles, and User Target Utilizations. Additional Views support reporting on Project allocation summaries, Group Target Utilization, and individual User scheduling across various Scopes, including Projects, Resource Groups, and Client Contacts. This data source supports effective resource management, workload balancing, and project timeline tracking within your organization.
This article lists all the Fields available for each View currently supported under the Project Scheduling Data Source in Upland Analytics.
When creating a report, select this data source to access the Views described below. Click any View name to see its available Fields and descriptions.
- Alternate Project Manager
- Base Currency
- Client
- Client Created By User
- Client Modified By User
- Group Target Utilization
- Project
- Project Allocation Summary
- Project Manager
- Resource Alternate Group Manager
- Resource Group Manager
- Role
- Role Resource Group
- Scope - All Groups
- Scope - All Projects
- Scope - Available Projects
- Scope - My Entries
- Scope - Client Contacts
- Scope - My Projects
- Scope - My Resource Groups
- User
- User Resource Group
- User Target Utilization
Note: This page is being updated as new information becomes available.
Alternate Project Manager
Alternate Project Manager
| Field Name | Description | Type |
|---|---|---|
| Alternate Project Manager First Name | This is the First name of the Alternate Project manager. |
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| Alternate Project Manager Id | This is the Id of the Alternate Project manager. |
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| Alternate Project Manager Last Name | This is the Last name of the Alternate Project manager. |
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Base Currency
Base Currency
| Field Name | Description | Type |
|---|---|---|
| Base Currency Code | This is the Base Currency Code. |
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| Base Currency Description | This is the Base Currency Description. |
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| Base Currency Symbol | This is the Base Currency Symbol. |
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Client
Client
| Field Name | Description | Type |
|---|---|---|
| Client | This is the Name of the Client. |
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| Client Account Executive First Name | This is the First name of the Client's Account Executive. |
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| Client Account Executive Last Name | This is the Last name of the Client's Account Executive. |
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| Client Address Line 1 | This is the first line of the Client's Address. |
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| Client Address Line 2 | This is the second line of the Client's Address. |
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| Client Annual Revenue | This is the Annual Revenue of the Client (as defined on the CRM tab of Client Edit). |
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| Client City | This is the Client's City. |
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| Client Company | This is the Company of the Client. |
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| Client Company Type | This is the Company type of the Client (as defined on the CRM tab of Client Edit). |
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| Client Country | This is the Country of the Client. |
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| Client Country Code | This is the Country Code of the Client. |
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| Client Date Created | This is the Date and Time the Client was created on. |
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| Client Date Modified | This is the Date and Time the Client was updated on. |
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| Client Department | This is the Department of the Client. |
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| Client Description | This is the Description of the Client. |
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| Client Division | This is the Division of the Client. |
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| Client Email | This is the Email address of the Client. |
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| Client Employees | This is the number of Employees of the Client (as defined on the CRM tab of Client Edit). |
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| Client Exchange Rate | This identifies which Exchange rate should be used for invoicing (e.g. entry date, invoice start date, invoice end date). |
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| Client Fax | This is the Fax number of the Client. |
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| Client Fiscal End Date | This is the Fiscal End Date of the Client (as defined on the CRM tab of Client Edit). |
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| Client Id | This is the Id of the Client. |
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| Client Industry | This is the Industry of the Client (as defined on the CRM tab of Client Edit). |
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| Client Invoice Issuer Contact First Name | This is the first name of the Issuer contact of the Client. |
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| Client Invoice Issuer Contact Last Name | This is the Last Name of the Invoice Issuer Contact of the Client. |
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| Client Invoice To The Attn Of First Name | This is the First name of the Client contact in the To the attention of field. |
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| Client Invoice To The Attn Of Last Name | This is the Last name of the Client contact in the To the attention of field. |
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| Client Is Active | This defines whether the Client is Active (Yes/No) |
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| Client Ownership | This is the Ownership of the Client (as defined on the CRM tab of Client Edit). |
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| Client Payment Term | This is the Payment Term for the Client. |
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| Client Phone | This is the Phone number of the Client. |
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| Client Purchase | This is the Purchased field of the Client (as defined on the CRM tab of Client Edit). |
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| Client Rating | This is the Rating of the Client (as defined on the CRM tab of Client Edit). |
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| Client Reference Customer | This is the Reference customer field of the Client (as defined on the CRM tab of Client Edit). |
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| Client Referred By | This is the Referred by field (as defined on the CRM tab of Client Edit). |
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| Client Sic Code | This is the SIC Code of the Client (as defined on the CRM tab of Client Edit). |
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| Client State Province | This is the State/Province of the Client. |
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| Client State Province Code | This is the State/Province code of the Client |
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| Client Status | This is the Status of the Client (as defined on the CRM tab of Client Edit). |
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| Client Status Comment | This is the Status comment of the Client (as defined on the CRM tab of Client Edit). |
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| Client Tax Group | This is the Tax Group of the Client. |
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| Client Ticker Symbol | This is the Ticker Symbol of the Client (as defined on the CRM tab of Client Edit). |
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| Client Type | This is the Client type of the Client. |
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| Client Web Site | This is the Web Site of the Client (as defined on the CRM tab of Client Edit). |
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| Client Zip Postal Code | This is the Zip/Postal code of the Client. |
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Client Created By User
Client Created By User
| Field Name | Description | Type |
|---|---|---|
| Client Created By User First Name | This will display the First name of the User that created the Client. |
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| Client Created By User Last Name | This will display the Last name of the User that created the Client. |
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| Client Created By User Name | This will display the User name of the User that created the Client. |
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Client Modified By User
Client Modified By User
| Field Name | Description | Type |
|---|---|---|
| Client Modified By User First Name | This will display the First name of the User that updated the Client. |
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| Client Modified By User Last Name | This will display the Last name of the User that updated the Client. |
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| Client Modified By User Name | This will display the User name of the User that updated the Client. |
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Group Target Utilization
Group Target Utilization
| Field Name | Description | Type |
|---|---|---|
| Group Target Utilization From Date | This is the Start Date of the Resource Group Target Utilization. |
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| Group Target Utilization Percent | This is the Resource Group Target Utilization percentage value (entered Target % value). |
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| Group Target Utilization To Date | This is the End Date of the Resource Group Target Utilization. |
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| Group Target Utilization is Current | Defines whether the Resource Group Target Utilization value is current. It will show 'Yes' for current Target Utilization and 'No' for the other values. |
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Project
Project
| Field Name | Description | Type |
|---|---|---|
| Project | This is the Name of the Project. |
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| Project Actual End | This is the Actual End date of the Project; latest Time Entry date. |
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| Project Actual End Month | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month). |
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| Project Actual End Month Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month Year). |
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| Project Actual End Quarter | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter). |
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| Project Actual End Quarter Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter Year). |
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| Project Actual End Week | This is the Actual End date of the project; latest Time Entry date (Aggregate Date - Week). |
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| Project Actual End Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Year). |
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| Project Actual Start | This is the Actual Start date of the Project; earliest Time Entry date. |
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| Project Actual Start Month | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month). |
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| Project Actual Start Month Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month Year). |
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| Project Actual Start Quarter | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter). |
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| Project Actual Start Quarter Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter Year). |
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| Project Actual Start Week | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Week). |
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| Project Actual Start Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Year). |
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| Project Code | This is the Project Code. |
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| Project Company | This is the accounting Company associated to the Project. |
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| Project Contact | This will display the Project Contact Name (Last Name, First Name). If multiple Contacts exist, they will be separated by a --. |
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| Project Date Created | This is the Date and Time the Project was created on. |
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| Project Description | This is the Description of the Project. |
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| Project End | This is the End date of the Project. |
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| Project Health | This is the Health of the Project. |
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| Project Id | This is the Id of the Project. |
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| Project Is Active | This defines whether the Project is Active. This will show 0 (for Suspended) or 1 (for Active). |
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| Project Link | This is the Name of the Project with a link to the corresponding Project Edit page. |
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| Project Parent | This is the Parent Project Name of the Project. |
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| Project Priority | This is the Priority of the Project. |
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| Project Start | This is the Start date of the Project. |
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| Project State | This is the State of the Project. |
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| Project Sum of Allocated Hours | This is the sum of Allocated Hours of a Project (in hours). |
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| Project Sum of Planned Hours | This is the sum of Planned work Hours of a Project (in hours). |
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| Project Tracking No | This is the Tracking # of the Project. |
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| Project Workflow | This is the Workflow associated to the Project. |
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Project Allocation Summary
Project Allocation Summary
| Field Name | Description | Type |
|---|---|---|
| Project Allocation Actual Billable Hours | This is the total Billable Hours for this User on this date. |
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| Project Allocation Actual Billing Base Currency | This is the actual Billing in Base Currency. This is based on approved Time Entries only. |
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| Project Allocation Actual Cost Base Currency | This is the actual Cost in Base Currency. This is based on approved Time Entries only. |
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| Project Allocation Actual Hours | This is the total actual hours for the User on this date. |
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| Project Allocation Actual Non Billable Hours | This is the total non-billable hours for this User on this date. |
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| Project Allocation Billable Booking Hours | This is the number of billable booked hours (including hard & soft booked hours). |
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| Project Allocation Billable Hard Booking Hours | This is the number of Billable Hard Booking Hours. |
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| Project Allocation Billable Soft Booking Hours | This is the number of Billable Soft Booking Hours. |
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| Project Allocation Booking Role | This is the Booking Role. |
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| Project Allocation Date | This is the Date for the Booking and actual values. |
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| Project Allocation Date Month | This is the Date for the Booking and actual values (Aggregate Date - Month). |
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| Project Allocation Date Month Year | This is the Date for the Booking and actual values (Aggregate Date - Month Year). |
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| Project Allocation Date Quarter | This is the Date for the Booking and actual values (Aggregate Date - Quarter). |
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| Project Allocation Date Quarter Year | This is the Date for the Booking and actual values (Aggregate Date - Quarter Year). |
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| Project Allocation Date Week | This is the Date for the Booking and actual values (Aggregate Date - Week). |
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| Project Allocation Date Year | This is the Date for the Booking and actual values (Aggregate Date - Year). |
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| Project Allocation Hard Booked Forecast Billing Amount | This is the Forecast Billing in Base Currency (based on Hard Bookings in the Work Plan multiplied by the selected User Forecast Billing Rate set at the Project level). |
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| Project Allocation Hard Booked Forecast Cost Amount | This is the Forecast Cost in Base Currency (based on Hard Bookings in the Work Plan multiplied by the selected User Forecast Cost Rate set at the Project level). |
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| Project Allocation Hard Booking Hours | This is the number of Hard Booked Hours. |
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| Project Allocation Is User Booking | This indicates if the booking is on a User (1) or a Role (0). |
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| Project Allocation Non Billable Booking Hours | This is the number of Non Billable Booked Hours (including Hard & Soft Booked Hours). |
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| Project Allocation Non Billable Hard Booking Hours | This is the number of Non Billable Hard Booked Hours. |
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| Project Allocation Non Billable Soft Booking Hours | This is the number of Non Billable Soft Booked Hours. |
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| Project Allocation Note | This is the Note created on the Booking. |
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| Project Allocation Note Type | This is Type of the Booking Note (Alert or General). |
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| Project Allocation Soft Booked Forecast Billing Amount | This is the forecast billing in the Base Currency (based on Soft Bookings in the Work Plan multiplied by the selected User Forecast Billing Rate set at the Project level) |
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| Project Allocation Soft Booked Forecast Cost Amount | This is the forecast cost in the Base Currency (based on Soft Bookings in the Work Plan multiplied by the selected User Forecast Cost Rate set at the Project level) |
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| Project Allocation Soft Booking Hours | This is the number of Soft Booked Hours. |
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| Project Allocation Total Booking Hours | This the total number of Booked Hours (i.e. Hard Booked + Soft Booked) for the date. |
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Project Manager
Project Manager
| Field Name | Description | Type |
|---|---|---|
| Project Manager First Name | This is the First name of the Project Manager. |
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| Project Manager Id | This is the Id of the Project Manager. |
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| Project Manager Last Name | This is the Last name of the Project Manager. |
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Resource Alternate Group Manager
Resource Alternate Group Manager
| Field Name | Description | Type |
|---|---|---|
| Resource Alternate Group Manager First Name | This is the First Name of the Alternate Group Manager of the Resource Group. |
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| Resource Alternate Group Manager Id | This is the Id of the Alternate Group Manager of the Resource Group. |
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| Resource Alternate Group Manager Last Name | This is the Last Name of the Alternate Group Manager of the Resource Group. |
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Resource Group Manager
Resource Group Manager
| Field Name | Description | Type |
|---|---|---|
| Resource Group Manager First Name | This is the First Name of the Group Manager of the Resource Group. |
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| Resource Group Manager Id | This is the Id of the Group Manager of the Resource Group. |
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| Resource Group Manager Last Name | This is the Last Name of the Group Manager of the Resource Group. |
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Role
Role
| Field Name | Description | Type |
|---|---|---|
| Role | This is the Name of the Role. |
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| Role Calendar | This is the Role Calendar. |
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| Role Description | This is the Description of the Role. |
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| Role Hourly Billing Rate | This is the hourly Billing Rate used for forecasting. |
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| Role Hourly Cost Rate | This is the hourly Cost Rate used for forecasting. |
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| Role Id | This is the Id of the Role. |
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| Role Is Active | This defines whether the Role is Active. This will show 0 (for suspended) or 1 (for active). |
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| Role Type | This is the Role Type. |
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Role Resource Group
Role Resource Group
| Field Name | Description | Type |
|---|---|---|
| Role Resource Group Default Task | This is the Default Task of the Resource Group of the Role. |
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| Role Resource Group Description | This is the Description of the Resource Group of the Role. |
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| Role Resource Group Id | This is the Id of the Resource Group of the Role. |
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| Resource Group Is Active | This defines whether the Resource Group is Active (Yes/No) |
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| Role Resource Group Name | This is the Name of the Resource Group of the Role. |
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Scope - All Groups
Scope - All Groups
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - All Projects
Scope - All Projects
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - Available Projects
Scope - Available Projects
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - My Entries
Scope - My Entries
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - Client Contacts
Scope - Client Contacts
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - My Projects
Scope - My Projects
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - My Resource Groups
Scope - My Resource Group
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
User
User
| Field Name | Description | Type |
|---|---|---|
| User Address | This is the Address of the User. |
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| User Alternate Phone | This is the Alternate Phone number of the User. |
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| User Alternate Role | This is the Alternate Role of the User. When user has multiple roles, they are displayed as concatenated with -- |
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| User Business Phone | This is the Business Phone number of the User. |
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| User Can Report On Any Client | This defines whether the User can report on any Client (Yes/No). |
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| User Can Report On Any Group | This defines whether the User Can Report On Any Group (Yes/No). |
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| User Can Report On Any Project | This defines whether the User Can Report On Any Project (Yes/No). |
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| User Can Report On Any User | This defines whether the User Can Report On Any User (Yes/No). |
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| User Date Created | This is the date and time when the User account was created. |
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| User Date Modified* | This is the date and time when the User account was last modified. |
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| User Description | This is the Description of the User. |
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| User Email | This is the Email address of the User. |
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| User Fax | This is the Fax number of the User. |
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| User First Name | This is the First Name of the User. |
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| User Gender | This is the User Gender. |
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| User Hire Date | This is the Hire Date of the User. |
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| User Holiday Set | This is the holiday set of the User. |
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| User Id | This is the Id of the User. |
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| User Is Active | This defines whether the User is Active (Yes/No). |
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| User Is Decommissioned | This defines whether the User is Decommissioned. This will show 0 (for not decommissioned) or 1 (for decommissioned). |
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| User Is Suspended | This defines whether the User is Suspended. This will show 0 (for not suspended) or 1 (for suspended). |
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| User Language | This is the Language of the User. |
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| User Last Evaluation Date | This is the Last Evaluation Date of the User. |
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| User Last Login Date | This is the date and time when the User last logged into the system. |
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| User Last Name | This is the Last Name of the User. |
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| User Logon Name | This is the Logon Name of the User |
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| User Mobile | This is the Mobile phone number of the User. |
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| User Name | This is the User Name (Last Name, First Name). |
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| User Next Evaluation Date | This is the Next Evaluation Date of the User. |
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| User Pager | This is the Pager number of the User. |
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| User Payment Method | This is the Default Payment Method of the User. |
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| User Primary Role | This is the Primary Role of the User. |
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| User Resource Type | This is the name of the (current) Resource Type. |
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| User Resource Type Id | This is the Id of the (current) Resource Type. |
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| User Security Role | This is the Security Role of the User. |
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| User Service Date | This is the Service Date of the User. |
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| User Termination Date | This is the Termination Date of the User. |
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| User Title | This is the Title of the User. |
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| User Type | This is the Type of the User. |
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Note: User Date Modified refers to the date when any changes are made to the User properties found in the Details tab, including its General, Personal, and Security sub-tabs. Modifications can include entering or selecting a new value for a field, updating, or deleting an existing value. This also covers changes made to associated User Defined Fields within the Details tab and its sub-tabs. It is noteworthy to mention that the User Date Modified fields are also triggered when a User Profile is saved without any modifications.
User Resource Group
User Resource Group
| Field Name | Description | Type |
|---|---|---|
| Resource Group Default Task | This is the Default Task of the Resource Group. |
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| Resource Group Description | This is the Description of the Resource Group. |
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| Resource Group Id | This is the unique Id of the Resource Group. |
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| Resource Group Is Active | This defines whether the Resource Group is Active (Yes/No) |
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| Resource Group Name | This is the Name of the Resource Group. |
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User Target Utilization
User Target Utilization
| Field Name | Description | Type |
|---|---|---|
| User Target Utilization From Date | This is the Start Date of the User Target Utilization. |
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| User Target Utilization Percent | This is the User Target Utilization percentage value. |
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| User Target Utilization To Date | This is the End Date of the User Target Utilization. |
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| User Target Utilization is Current | Defines whether the User Target Utilization value is current. It will show 'Yes' for current Target Utilization and 'No' for the other values. |
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