The User Scheduling Data Source allows you to report on User Availability, workload distribution, and scheduling efficiency. Using Views such as User Target Utilization, Resource Utilization Summary, and Associated Calendar, you can analyze how individual and group-level resources are allocated over time. It also provides visibility into role assignments, group utilization targets, and organizational scheduling performance. This Data Source is ideal for workforce planners and managers focused on optimizing resource allocation and balancing demands across projects and teams.
This article lists all the Fields available for each View currently supported under the User 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.
- Base Currency
- Group Target Utilization
- Resource Alternate Group Manager
- Resource Group Manager
- Resource Utilization Summary
- Role
- Role Resource Group
- Scope - All Groups
- Scope - My Entries
- Scope - My Resource Groups
- User
- User Associated Calendar
- User Resource Group
- User Target Utilization
Note: This page is being updated as new information becomes available.
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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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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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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Resource Utilization Summary
Resource Utilization Summary
| Field Name | Description | Type |
|---|---|---|
| Calendar Date | This is the Date for the Bookings. |
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| Calendar Date Month | This is the Date for the Bookings (Aggregate Date - Month). |
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| Calendar Date Month Year | This is the Date for the Bookings (Aggregate Date - Month Year). |
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| Calendar Date Quarter | This is the Date for the Bookings (Aggregate Date - Quarter). |
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| Calendar Date Quarter Year | This is the Date for the Bookings (Aggregate Date - Quarter Year). |
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| Calendar Date Week | This is the Date for the Bookings (Aggregate Date - Week). |
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| Calendar Date Year | This is the Date for the Bookings (Aggregate Date - Year). |
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| Resource Actual Billable Hours | This is the total Actual Billable Hours for this User on this date. |
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| Resource Actual Billing Base Currency | This is the actual billing in base currency. This is based on approved time entries only. |
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| Resource Actual Capitalized Hours | This is the total Actual Capitalized Hours for this User on this date |
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| Resource Actual Cost Base Currency | This is the actual cost in base currency. This is based on approved time entries only. |
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| Resource Actual Funded Hours | This is the total Actual Funded Hours for this User on this date |
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| Resource Actual Non Billable Hours | This is the total Non Billable Hours for this User on this date. |
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| Resource Actual Non Capitalized Hours | This is the total Non Capitalized Hours for this User on this date |
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| Resource Actual Non Funded Hours | This is the total Non Funded Hours for this User on this date |
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| Resource Actual Non Payable Hours | This is the total Non Payable Hours for this User on this date |
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| Resource Actual Non R&D Hours | This is the total Non R&D Hours for this User on this date |
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| Resource Actual Payable Hours | This is the total Actual Payable Hours for this User on this date |
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| Resource Actual R&D Hours | This is the total Actual R&D Hours for this User on this date |
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| Resource Available Hours | This is the number of Available hours (Total working hours - Hard Booking). |
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| Resource Billable Booking Hours | This is the number of Billable Booked hours (including Hard & Soft Booked Hours). Negative values are now displayed in UA reports for this Field instead of 0 (as in previous releases) when the result of this calculation is negative. |
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| Resource Billable Hard Booking Hours | This is the number of Billable Hard Booked Hours |
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| Resource Billable Soft Booking Hours | This is the number of Billable Soft Booked Hours. |
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| Resource Exception Notes | This is the notes for the exception for the User's Calendar on this date. |
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| Resource 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). |
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| Resource 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). |
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| Resource Hard Booking Hours | This is the number of Hard Booked Hours |
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| Resource Non Billable Booking Hours | This is the number of non Billable Booked Hours (including Hard & Soft Booked Hours). |
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| Resource Non Billable Hard Booking Hours | This is the number of non Billable Hard Booked Hours. |
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| Resource Non Billable Soft Booking Hours | This is the number of non Billable Soft Booked Hours |
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| Resource Non Working Hours | This is number of Non-working hours based on the User's Calendar |
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| Resource Overallocated Hours | This is the number of over allocated hours for the date i.e. Max (Hard Booking - Total Working Hours, 0). |
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| Resource Overhead Hours | This is the Overhead Hours for the date from the User's Calendar. |
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| Resource Overload Hours | This is the Overload Hours for the date from the User's Calendar. |
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| Resource Soft Booked Forecast Billing Base Curr | 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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| Resource Soft Booked Forecast Cost Base Curr | 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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| Resource Soft Booking Hours | This is the number of Soft Booked Hours. |
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| Resource Total Booking Hours | This the total number of booked Hours (i.e. Hard booked + Soft Booked) for the date. |
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| Resource Total Working Hours | This is the Working Hours from the Calendar adjusted for Overload and Overhead (Total Working Hours = Working Hours - Overhead + Overload). |
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| Resource Working Hours | This is the number of Working Hours for the date from the Calendar (i.e. the User's capacity). |
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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 - My Entries
Scope - My Entries
| 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 Associated Calendar
User Associated Calendar
| Field Name | Description | Type |
|---|---|---|
| User Calendar | This is the Name of the Calendar associated to the User. |
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| User Calendar Association Start Date | This is the Start Date of the Calendar's association to the User. |
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| User Calendar Association End Date | This is the End Date of the Calendar's association to the User. |
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| User Calendar is Current | This indicates if this is the Default Calendar for the User (Yes) or not (No). |
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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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