Task Scheduling Data Source and related views

The Task Scheduling Data Source allows you to report on task scheduling and resource allocation across Projects and Roles. Using the available Views, you can build reports to analyze task assignments, project management, role capacities, and resource group involvement, with filtering options by Projects, Groups, Users, and Scopes. This Data Source is ideal for tracking scheduling efficiency, resource utilization, and project task management.

This article provides all the Fields available for each View currently offered under the Task Scheduling Data Source in Upland Analytics.

When creating a report, the following Views become accessible for this Data Source. Click any View to explore its available Fields.

Alternate Project Manager
Base Currency
Client
Client Created By User
Client Modified By User
Project
Project Manager
Resource Alternate Group Manager
Resource Group Manager
Role
Role Resource Group
Scope - All Groups
Scope - All Projects
Scope - Available Projects
Scope - Client Contacts
Scope - My Entries
Scope - My Projects
Scope - My Resource Groups
Task
Task Allocation Summary
User
User Resource Group

Note: This page is being updated as new information becomes available.

Alternate Project Manager

Field Name	Description	Type
Alternate Project Manager First Name	This is the First name of the Alternate Project manager.
Alternate Project Manager Id	This is the Id of the Alternate Project manager.
Alternate Project Manager Last Name	This is the Last name of the Alternate Project manager.

Base Currency

Field Name	Description	Type
Base Currency Code	This is the Base Currency Code.
Base Currency Description	This is the Base Currency Description.
Base Currency Symbol	This is the Base Currency Symbol.

Client

Field Name	Description	Type
Client	This is the Name of the Client.
Client Account Executive First Name	This is the First name of the Client's Account Executive.
Client Account Executive Last Name	This is the Last name of the Client's Account Executive.
Client Address Line 1	This is the first line of the Client's Address.
Client Address Line 2	This is the second line of the Client's Address.
Client Annual Revenue	This is the Annual Revenue of the Client (as defined on the CRM tab of Client Edit).
Client City	This is the Client's City.
Client Company	This is the Company of the Client.
Client Company Type	This is the Company type of the Client (as defined on the CRM tab of Client Edit).
Client Country	This is the Country of the Client.
Client Country Code	This is the Country Code of the Client.
Client Date Created	This is the Date and Time the Client was created on.
Client Date Modified	This is the Date and Time the Client was updated on.
Client Department	This is the Department of the Client.
Client Description	This is the Description of the Client.
Client Division	This is the Division of the Client.
Client Email	This is the Email address of the Client.
Client Employees	This is the number of Employees of the Client (as defined on the CRM tab of Client Edit).
Client Exchange Rate	This identifies which Exchange rate should be used for invoicing (e.g. entry date, invoice start date, invoice end date).
Client Fax	This is the Fax number of the Client.
Client Fiscal End Date	This is the Fiscal End Date of the Client (as defined on the CRM tab of Client Edit).
Client Id	This is the Id of the Client.
Client Industry	This is the Industry of the Client (as defined on the CRM tab of Client Edit).
Client Invoice Issuer Contact First Name	This is the first name of the Issuer contact of the Client.
Client Invoice Issuer Contact Last Name	This is the Last Name of the Invoice Issuer Contact of the Client.
Client Invoice To The Attn Of First Name	This is the First name of the Client contact in the To the attention of field.
Client Invoice To The Attn Of Last Name	This is the Last name of the Client contact in the To the attention of field.
Client Is Active	This defines whether the Client is Active (Yes/No)
Client Ownership	This is the Ownership of the Client (as defined on the CRM tab of Client Edit).
Client Payment Term	This is the Payment Term for the Client.
Client Phone	This is the Phone number of the Client.
Client Purchase	This is the Purchased field of the Client (as defined on the CRM tab of Client Edit).
Client Rating	This is the Rating of the Client (as defined on the CRM tab of Client Edit).
Client Reference Customer	This is the Reference customer field of the Client (as defined on the CRM tab of Client Edit).
Client Referred By	This is the Referred by field (as defined on the CRM tab of Client Edit).
Client Sic Code	This is the SIC Code of the Client (as defined on the CRM tab of Client Edit).
Client State Province	This is the State/Province of the Client.
Client State Province Code	This is the State/Province code of the Client
Client Status	This is the Status of the Client (as defined on the CRM tab of Client Edit).
Client Status Comment	This is the Status comment of the Client (as defined on the CRM tab of Client Edit).
Client Tax Group	This is the Tax Group of the Client.
Client Ticker Symbol	This is the Ticker Symbol of the Client (as defined on the CRM tab of Client Edit).
Client Type	This is the Client type of the Client.
Client Web Site	This is the Web Site of the Client (as defined on the CRM tab of Client Edit).
Client Zip Postal Code	This is the Zip/Postal code of the Client.

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.
Client Created By User Last Name	This will display the Last name of the User that created the Client.
Client Created By User Name	This will display the User name of the User that created the Client.

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.
Client Modified By User Last Name	This will display the Last name of the User that updated the Client.
Client Modified By User Name	This will display the User name of the User that updated the Client.

Project

Field Name	Description	Type
Project	This is the Name of the Project.
Project Actual End	This is the Actual End date of the Project; latest Time Entry date.
Project Actual End Month	This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month).
Project Actual End Month Year	This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month Year).
Project Actual End Quarter	This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter).
Project Actual End Quarter Year	This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter Year).
Project Actual End Week	This is the Actual End date of the project; latest Time Entry date (Aggregate Date - Week).
Project Actual End Year	This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Year).
Project Actual Start	This is the Actual Start date of the Project; earliest Time Entry date.
Project Actual Start Month	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month).
Project Actual Start Month Year	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month Year).
Project Actual Start Quarter	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter).
Project Actual Start Quarter Year	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter Year).
Project Actual Start Week	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Week).
Project Actual Start Year	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Year).
Project Code	This is the Project Code.
Project Company	This is the accounting Company associated to the Project.
Project Contact	This will display the Project Contact Name (Last Name, First Name). If multiple Contacts exist, they will be separated by a --.
Project Date Created	This is the Date and Time the Project was created on.
Project Description	This is the Description of the Project.
Project End	This is the End date of the Project.
Project Health	This is the Health of the Project.
Project Id	This is the Id of the Project.
Project Is Active	This defines whether the Project is Active. This will show 0 (for Suspended) or 1 (for Active).
Project Link	This is the Name of the Project with a link to the corresponding Project Edit page.
Project Parent	This is the Parent Project Name of the Project.
Project Priority	This is the Priority of the Project.
Project Start	This is the Start date of the Project.
Project State	This is the State of the Project.
Project Sum of Allocated Hours	This is the sum of Allocated Hours of a Project (in hours).
Project Sum of Planned Hours	This is the sum of Planned work Hours of a Project (in hours).
Project Tracking No	This is the Tracking # of the Project.
Project Workflow	This is the Workflow associated to the Project.

Project Manager

Field Name	Description	Type
Project Manager First Name	This is the First name of the Project Manager.
Project Manager Id	This is the Id of the Project Manager.
Project Manager Last Name	This is the Last name of the Project Manager.

Resource Alternate Group Manager

Field Name	Description	Type
Role	This is the Name of the Role.
Role Calendar	This is the Role Calendar.
Role Description	This is the Description of the Role.
Role Hourly Billing Rate	This is the hourly Billing Rate used for forecasting.
Role Hourly Cost Rate	This is the hourly Cost Rate used for forecasting.
Role Id	This is the Id of the Role.
Role Is Active	This defines whether the Role is Active. This will show 0 (for suspended) or 1 (for active).
Role Type	This is the Role Type.

Resource Group Manager

Field Name	Description	Type
Role Resource Group Default Task	This is the Default Task of the Resource Group of the Role.
Role Resource Group Description	This is the Description of the Resource Group of the Role.
Role Resource Group Id	This is the Id of the Resource Group of the Role.
Resource Group Is Active	This defines whether the Resource Group is Active (Yes/No)
Role Resource Group Name	This is the Name of the Resource Group of the Role.

Role

Field Name	Description	Type
Resource Alternate Group Manager First Name	This is the First Name of the Alternate Group Manager of the Resource Group.
Resource Alternate Group Manager Id	This is the Id of the Alternate Group Manager of the Resource Group.
Resource Alternate Group Manager Last Name	This is the Last Name of the Alternate Group Manager of the Resource Group.

Role Resource Group

Field Name	Description	Type
Resource Group Manager First Name	This is the First Name of the Group Manager of the Resource Group.
Resource Group Manager Id	This is the Id of the Group Manager of the Resource Group.
Resource Group Manager Last Name	This is the Last Name of the Group Manager of the Resource Group.

Scope - All Groups

Field Name	Description	Type
Login Name	This is the Logon name of the logged in User.

Scope - All Projects

Field Name	Description	Type
Login Name	This is the Logon name of the logged in User.

Scope - Available Projects

Field Name	Description	Type
Login Name	This is the Logon name of the logged in User.

Scope - Client Contacts

Field Name	Description	Type
Login Name	This is the Logon name of the logged in User.

Scope - My Entries

Field Name	Description	Type
Login Name	This is the Logon name of the logged in User.

Scope - My Projects

Field Name	Description	Type
Login Name	This is the Logon name of the logged in User.

Scope - My Resource Groups

Field Name	Description	Type
Login Name	This is the Logon name of the logged in User.

Task

Field Name	Description	Type
Task	This is the Name of the Task.
Task Description	This is the Description of the Task.
Task End	This is the End date of the Task.
Task ETC Enabled	This defines whether ETC is enabled on the Task. This will show 1 if ETC is enabled, 0 otherwise.
Task Id	This is the Id of the Task.
Task Is Active	This defines whether the Task is Active. This will show No (for suspended/decommissioned) or Yes (for active).
Task Is Billable	This defines whether the Task is Billable. This will show 0 (for non-billable) or 1 (for billable).
Task Is Capitalized	This defines whether the Task is Capitalized. This will show 0 (for not capitalized) or 1 (for capitalized).
Task Is Decommissioned	This defines whether the Task is Decommissioned (yes/No).
Task Is Funded	This defines whether the Task is Funded. This will show 0 (for not payable) or 1 (for payable).
Task Is Payable	This defines whether the Task is Payable. This will show 0 (for not payable) or 1 (for payable).
Task Is Project Overhead	This indicates if the Task is considered a Cost / Overhead to the company (1) or not (0).
Task Is RandD	This defines whether the Task is R&D This will show 0 (for not R&D) or 1 (for R&D).
Task Is Suspended	This defines whether the Task is Suspended (yes/No).
Task Link	This is the Name of the Task with a link to the corresponding Task Edit page.
Task Milestone	This is the Milestone that is associated to the Task.
Task Priority	This is the Priority of the Task.
Task Start	This is the Start date of the Task.
Task State	This is the State of the Task.
Task Used by Expense	This defines whether the Task can be used by Expense.
Task Used by Money Charge	This defines whether the Task can be used by Money Charges.
Task Used by Product	This defines whether the Task can be used by Products.
Task Used by Purchase	This defines whether the Task can be used by Purchases.
Task Used by Resource Planning	This defines whether the Task can be used by Resource Planning.
Task Used by Time	This defines whether the Task can be used by Time.
Task Used by Work Process	This defines whether the Task can be used by Work Processes.

Task Allocation Summary

Field Name	Description	Type
Task Allocation Actual Billable Hours	This is the total Billable Hours per Task for this User on this Date.
Task Allocation Actual Billing Base Currency	This is the Actual Billing in Base Currency per Task. This is based on Approved Time Entries only.
Task Allocation Actual Cost Base Currency	This is the Actual Cost in Base Currency per Task. This is based on Approved Time Entries only.
Task Allocation Actual Hours	This is the total Actual Hours per Task for the User on this Date.
Task Allocation Actual Non Billable Hours	This is the Total Non Billable Hours per Task for this User on this Date.
Task Allocation Billable Booking Hours	This is the number of Billable Booked Hours (including Hard & Soft Booked Hours) per Task
Task Allocation Billable Hard Booking Hours	This is the number of Billable Hard Booked Hours per Task.
Task Allocation Billable Soft Booking Hours	This is the number of Billable Soft Booked Hours per Task.
Task Allocation Date	This is the Date for the Booking and Actual values per Task.
Task Allocation Date Month	This is the Date for the Booking and Actual values per Task (Aggregate Date - Month).
Task Allocation Date Month Year	This is the Date for the Booking and Actual values per Task (Aggregate Date - Month Year).
Task Allocation Date Quarter	This is the Date for the Booking and Actual values per Task (Aggregate Date - Quarter).
Task Allocation Date Quarter Year	This is the Date for the Booking and Actual values per Task (Aggregate Date - Quarter Year).
Task Allocation Date Week	This is the Date for the Booking and Actual values per Task (Aggregate Date - Week).
Task Allocation Date Year	This is the Date for the Booking and Actual values per Task (Aggregate Date - Year).
Task Allocation Hard Booked Forecast Billing Base Curr	This is the Forecast Billing in the Base Currency (based on hard bookings in the Work Plan multiplied by the selected User Forecast Billing Rate set at the Project level)
Task Allocation Hard Booked Forecast Cost Base Curr	This is the Forecast Cost in the Base Currency (based on hard bookings in the Work Plan multiplied by the selected User Forecast Cost Rate set at the Project level)
Task Allocation Hard Booking Hours	This is the number of Hard Booked Hours per Task
Task Allocation Is User Booking	This indicates if the Booking per Task is on a User (1) or a role (0)
Task Allocation Non Billable Booking Hours	This is the number of non Billable booked Hours (including hard & Soft Booked hours) per Task
Task Allocation Non Billable Hard Booking Hours	This is the number of non Billable Hard Booked Hours per Task
Task Allocation Non Billable Soft Booking Hours	This is the number of non Billable Soft Booked Hours per Task
Task Allocation Soft Booked Forecast Billing Base Curr	This is the Forecast Billing in the Base Currency per Task (based on soft bookings in the Work Plan multiplied by the selected User Forecast Billing Rate set at the Project level)
Task Allocation Soft Booked Forecast Cost Base Curr	This is the Forecast Cost in the Base Currency per Task (based on soft bookings in the Work Plan multiplied by the selected User Forecast Cost Rate set at the Project level)
Task Allocation Soft Booking Hours	This is the number of Soft Booked Hours per Task
Task Allocation Total Booking Hours	This the total number of Booked Hours (i.e. Hard booked + Soft Booked) per Task for the Date
Task Allocation Unique Id	This is the Unique Id of the Allocation (used to link to other views).
Task Unique Id	This is the Unique Id of the User (used to link to other views).
User Unique Id	This is the Unique Id of the Task (used to link to other views).

User

Field Name	Description	Type
User Address	This is the Address of the User.
User Alternate Phone	This is the Alternate Phone number of the User.
User Alternate Role	This is the Alternate Role of the User. When user has multiple roles, they are displayed as concatenated with --
User Business Phone	This is the Business Phone number of the User.
User Can Report On Any Client	This defines whether the User can report on any Client (Yes/No).
User Can Report On Any Group	This defines whether the User Can Report On Any Group (Yes/No).
User Can Report On Any Project	This defines whether the User Can Report On Any Project (Yes/No).
User Can Report On Any User	This defines whether the User Can Report On Any User (Yes/No).
User Date Created	This is the date and time when the User account was created.
User Date Modified*	This is the date and time when the User account was last modified.
User Description	This is the Description of the User.
User Email	This is the Email address of the User.
User Fax	This is the Fax number of the User.
User First Name	This is the First Name of the User.
User Gender	This is the User Gender.
User Hire Date	This is the Hire Date of the User.
User Holiday Set	This is the holiday set of the User.
User Id	This is the Id of the User.
User Is Active	This defines whether the User is Active (Yes/No).
User Is Decommissioned	This defines whether the User is Decommissioned. This will show 0 (for not decommissioned) or 1 (for decommissioned).
User Is Suspended	This defines whether the User is Suspended. This will show 0 (for not suspended) or 1 (for suspended).
User Language	This is the Language of the User.
User Last Evaluation Date	This is the Last Evaluation Date of the User.
User Last Login Date	This is the date and time when the User last logged into the system.
User Last Name	This is the Last Name of the User.
User Logon Name	This is the Logon Name of the User
User Mobile	This is the Mobile phone number of the User.
User Name	This is the User Name (Last Name, First Name).
User Next Evaluation Date	This is the Next Evaluation Date of the User.
User Pager	This is the Pager number of the User.
User Payment Method	This is the Default Payment Method of the User.
User Primary Role	This is the Primary Role of the User.
User Resource Type	This is the name of the (current) Resource Type.
User Resource Type Id	This is the Id of the (current) Resource Type.
User Security Role	This is the Security Role of the User.
User Service Date	This is the Service Date of the User.
User Termination Date	This is the Termination Date of the User.
User Title	This is the Title of the User.
User Type	This is the Type of the User.

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

Field Name	Description	Type
Resource Group Default Task	This is the Default Task of the Resource Group.
Resource Group Description	This is the Description of the Resource Group.
Resource Group Id	This is the unique Id of the Resource Group.
Resource Group Is Active	This defines whether the Resource Group is Active (Yes/No)
Resource Group Name	This is the Name of the Resource Group.