The comprehensive Work Data Source provides end-to-end visibility into work management across your organization. It supports detailed reporting on Assignments, Tasks, Milestones, Project deliverables, Recurring Billing Rules, and Workflow History. With Views covering Users, Portfolios, Programs, Clients, and Attachments, you can analyze progress, collaboration, scope changes, and billing alignment. Ideal for portfolio managers, program leads, and operations teams, this Data Source enables monitoring and auditing of project execution and performance across Scopes—from individual assignments to organizational portfolios.
This article lists all the Fields available for each View currently supported under the Work 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 Program Manager
- Alternate Project Manager
- Assignment
- Base Currency
- Business Unit Project Associations
- Client
- Client Contact
- Client Created By User
- Client Modified By User
- Milestone
- Milestone Currency
- Milestone History
- Milestone History Modified By User
- Portfolio
- Portfolio Manager
- Program
- Program Manager
- Project
- Project Attachment
- Project Attachment Created By User
- Project Attachment Modified By User
- Project Manager
- Project Notes
- Project Overview
- Project Workflow History
- Project Workflow History Modified By User
- Recurring Billing Rule Currency
- Recurring Billing Rule Detailed view
- Recurring Billing Rule Summary view
- Scope - All Projects
- Scope - Available Projects
- Scope - Client Contacts
- Scope - My Assignments
- Scope - My Portfolios
- Scope - My Programs
- Scope - My Projects
- Task
- Task Created By User
- Task Modified By User
- Task Notes
- User
- User Company
- Work Type
Note: This page is being updated as new information becomes available.
Alternate Program Manager
Alternate Program Manager
| Field Name | Description | Type |
|---|---|---|
| Alternate Program Manager First Name | This is the First name of the Alternate Program Manager. |
|
| Alternate Program Manager Is Active | This defines whether the Alternate Program Manager is Active (Yes/No) |
|
| Alternate Program Manager Last Name | This is the Last name of the Alternate Program Manager. |
|
| Alternate Program Manager Name | This is the Alternate Program Manager User Name (Last Name, First Name). |
|
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. |
|
| 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. |
|
Assignment
Assignment
| Field Name | Description | Type |
|---|---|---|
| Assignment Description | This is the Description of the Assignment. |
|
| Assignment End Date | This is the End date of the Assignment. |
|
| Assignment ETC | This is the estimate to completion for the Assignment. |
|
| Assignment Is Complete | This indicates if the assignment is Complete (1) or not (0). |
|
| Assignment Percent Complete | This is the percentage of completion of the assignment. This is calculated as Total Time/(Total Time + ETC). If ETC is disabled or total hours are less than or equal to zero, this field returns zero. Otherwise the formula applies. Note: this value is rounded down. |
|
| Assignment Start Date | This is the Start date of the Assignment. |
|
| Assignment Total Hours | This is the Total Hours worked on the Assignment. |
|
Base Currency
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. |
|
Business Unit Project Associations
Business Unit Project Associations
| Field Name | Description | Type |
|---|---|---|
| Project Association Business Unit | This is the Name of the Business Unit. |
|
| Project Association Business Unit Id | This is the Id of the Business Unit. |
|
| Project Association Business Unit Is Active | This indicates if the Business Unit is active (1) or not (0). |
|
| Project Association End Date | This is the End Date of the Project's association to the Business Unit. |
|
| Project Association Is Default | This indicates if this is the Default Business Unit for this Project (1) or not (0). |
|
| Project Association Start Date | This is the Start Date of the Project's association to the Business Unit. |
|
Client
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 Contact
Client Contact
| Field Name | Description | Type |
|---|---|---|
| Client Contact | This is the Client Contact Name (Last Name, First Name). |
|
| Client Contact Can Logon | This indicates if the Client Contact has access to PSA (Yes) or not (No). |
|
| Client Contact Email | This is the Email address of the Client Contact. |
|
| Client Contact Is Approval | This indicates if the Client Contact has access to Approval (Yes) or not (No). |
|
| Client Contact Is Billing | This indicates if the Client Contact has access to Billing (Yes) or not (No). |
|
| Client Contact Is Work Processes | This indicates if the Client Contact has access to Work Processes (Yes) or not (No). |
|
| Client Contact Title | This is the Title of the Client Contact. |
|
| Client Contact Mobile | This is the Mobile phone number of the Client Contact. |
|
| Client Contact City | This is the City of the Client Contact. |
|
| Client Contact Country | This is the Country of the Client Contact. |
|
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. |
|
| 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
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. |
|
Milestone
Milestone
| Field Name | Description | Type |
|---|---|---|
| Billing Milestone | This defines whether the milestone is a billing milestone (1) or not (0). |
|
| Milestone | This is the name of the milestone. |
|
| Milestone Actual Completion Date | This is the actual completion date of the milestone. |
|
| Milestone Actual Completion Date Month | This is the actual completion date of the milestone (Aggregate Date - Month). |
|
| Milestone Actual Completion Date Month Year | This is the actual completion date of the milestone (Aggregate Date - Month Year). |
|
| Milestone Actual Completion Date Quarter | This is the actual completion date of the milestone (Aggregate Date - Quarter). |
|
| Milestone Actual Completion Date Quarter Year | This is the actual completion date of the milestone (Aggregate Date - Quarter Year). |
|
| Milestone Actual Completion Date Week | This is the actual completion date of the milestone (Aggregate Date - Week). |
|
| Milestone Actual Completion Date Year | This is the actual completion date of the milestone (Aggregate Date - Year). | |
| Milestone Actual Percent Complete | This is the system calculated % Complete of the milestone. |
|
| Milestone Amount in Base Curr | This is the amount of the milestone in the Base Currency (corresponds to the Amount field of the milestone billing rule). |
|
| Milestone Amount in Client Curr | This is the amount of the milestone in the client currency (corresponds to the Amount field of the milestone billing rule). |
|
| Milestone Amount in Milestone Curr | This is the amount of the milestone in the milestone billing rule currency (corresponds to the Amount field of the milestone billing rule). |
|
| Milestone Amount Percentage | This is the amount percentage of the milestone billing rule (corresponds to the amt(%) field of the milestone billing rule). |
|
| Milestone Billing Date | This is the billing date of the milestone. |
|
| Milestone Billing Date Month | This is the billing date of the milestone (Aggregate Date - Month). |
|
| Milestone Billing Date Month Year | This is the billing date of the milestone (Aggregate Date - Month Year). |
|
| Milestone Billing Date Quarter | This is the billing date of the milestone (Aggregate Date - Quarter). |
|
| Milestone Billing Date Quarter Year | This is the billing date of the milestone (Aggregate Date - Quarter Year). |
|
| Milestone Billing Date Week | This is the billing date of the milestone (Aggregate Date - Week). |
|
| Milestone Billing Date Year | This is the billing date of the milestone (Aggregate Date - Year). |
|
| Milestone Completion Type | This is the completion type of the milestone. |
|
| Milestone Invoice Number | This is the invoice number in which the milestone charge is included. |
|
| Milestone Is Invoiced | This defines whether the milestone is invoiced or not. Will display 0 or 1. |
|
| Milestone Is Parent | This defines whether the milestone is a main milestone or not (a sub-milestone). Will display Yes or No. |
|
| Milestone Link | This is the Name of the Milestone with a link to the corresponding Milestone Edit page. |
|
| Milestone Parent | This is the name of the milestone that is a parent. |
|
| Milestone Percent Complete | This is the % Complete of the milestone. |
|
| Milestone State | This is the state of the milestone. |
|
| Milestone Status | This is the status of the milestone. Will display the color name that’s in the database. |
|
| Milestone Target Completion Date | This is the target completion date of the milestone |
|
| Milestone Target Completion Date Month | This is the target completion date of the milestone (Aggregate Date - Month). |
|
| Milestone Target Completion Date Month Year | This is the target completion date of the milestone (Aggregate Date - Month Year). |
|
| Milestone Target Completion Date Quarter | This is the target completion date of the milestone (Aggregate Date - Quarter). |
|
| Milestone Target Completion Date Quarter Year | This is the target completion date of the milestone (Aggregate Date - Quarter Year). |
|
| Milestone Target Completion Date Week | This is the target completion date of the milestone (Aggregate Date - Week). |
|
| Milestone Target Completion Date Year | This is the target completion date of the milestone (Aggregate Date - Year). |
|
| Milestone Total in Base Curr | This is the total amount of the milestone in the Base Currency (corresponds to the Total field of the milestone billing rule). |
|
| Milestone Total in Client Curr | This is the total amount of the milestone in the client currency (corresponds to the Total field of the milestone billing rule). |
|
| Milestone Total in Milestone Curr | This is the total amount of the milestone in the milestone billing rule currency (corresponds to the Total field of the milestone billing rule). |
|
Milestone Currency
Milestone Currency
| Field Name | Description | Type |
|---|---|---|
| Milestone Currency Code | This is the Milestone Billing rule Currency code. |
|
| Milestone Currency Description | This is the Description of the Milestone Billing rule Currency. |
|
| Milestone Currency Symbol | This is the symbol of the Milestone Billing rule Currency. |
|
Milestone History
Milestone History
| Field Name | Description | Type |
|---|---|---|
| Milestone History Actual Completion Date | This is the updated Actual Completion Date of the Milestone. |
|
| Milestone History Actual Completion Date Month | This is the updated Actual Completion Date month of the Milestone. |
|
| Milestone History Actual Completion Date Month Year | This is the updated Actual Completion Date month year of the Milestone. |
|
| Milestone History Actual Completion Date Quarter | This is the updated Actual Completion Date quarter of the Milestone. |
|
| Milestone History Actual Completion Date Quarter Year | This is the updated Actual Completion Date quarter year of the Milestone. |
|
| Milestone History Actual Completion Date Year | This is the updated Actual Completion Date year of the Milestone. |
|
| Milestone History Completion Type | This is the updated Completion Type of the Milestone. |
|
| Milestone History Date Modified | This is the date and time when the Milestone was modified. |
|
| Milestone History Name | This is the updated Name of the Milestone. |
|
| Milestone History Percent Complete | This is the updated % Complete of the Milestone. |
|
| Milestone History State | This is the updated State of the Milestone. |
|
| Milestone History Status | This is the updated Status of the Milestone. |
|
| Milestone History Target Billing Date | This is the updated target Billing Date of the Milestone. |
|
| Milestone History Target Billing Date Month | This is the updated target Billing Date month of the Milestone |
|
| Milestone History Target Billing Date Month Year | This is the updated target Billing Date month year of the Milestone |
|
| Milestone History Target Billing Date Quarter | This is the updated target Billing Date quarter of the Milestone. |
|
| Milestone History Target Billing Date Quarter Year | This is the updated target Billing Date quarter year of the Milestone. |
|
| Milestone History Target Billing Date Year | This is the updated target billing date year of the Milestone. |
|
| Milestone History Target Completion Date | This is the updated Target Completion Date of the Milestone. |
|
| Milestone History Target Completion Date Month | This is the updated Target Completion Date month of the Milestone. |
|
| Milestone History Target Completion Date Month Year | This is the updated Target Completion Date month year of the Milestone. |
|
| Milestone History Target Completion Date Quarter | This is the updated Target Completion Date quarter of the Milestone. |
|
| Milestone History Target Completion Date Quarter Year | This is the updated Target Completion Date quarter year of the Milestone. |
|
| Milestone History Target Completion Date Year | This is the updated Target Completion Date year of the Milestone. |
|
| Milestone History Used For Billing | This is the updated Billing Milestone flag set to Yes or No. |
|
Milestone History Modified By User
Milestone History Modified By User
| Field Name | Description | Type |
|---|---|---|
| Milestone History Modified By User First Name | This will display the First name of the User that updated the Milestone. |
|
| Milestone History Modified By User Last Name | This will display the Last name of the User that updated the Milestone. |
|
Portfolio
Portfolio
| Field Name | Description | Type |
|---|---|---|
| Portfolio | This is the name of the Portfolio associated to the Project. |
|
| Portfolio Code | This is the Portfolio Code. |
|
| Portfolio Description | This is the Portfolio Description. |
|
| Portfolio Id | This is the Id of the Portfolio. |
|
| Portfolio Is active | This defines whether the Portfolio is Active. This will show 0 (for suspended) or 1 (for active). |
|
| Portfolio Parent | This is the Parent Portfolio. |
|
| Portfolio Project Workflow | This is the Portfolio Project Workflow. |
|
Portfolio Manager
Portfolio Manager
| Field Name | Description | Type |
|---|---|---|
| Portfolio Manager First Name | This is the First name of the Portfolio Manager. |
|
| Portfolio Manager Is Active | This defines whether the Portfolio Manager is Active. This will show 0 (for suspended) or 1 (for active). |
|
| Portfolio Manager Last Name | This is the Last name of the Portfolio Manager. |
|
Program
Program
| Field Name | Description | Type |
|---|---|---|
| Program | This is the Name of the Program. |
|
| Program Description | This is the Description of the Program. |
|
| Program Health | This is the Program Health. |
|
| Program Id | This is the Id of the Program. |
|
| Program Is Completed | This defines whether the Program is Completed. This will show 0 (for not completed) or 1 (for completed). |
|
| Program Projects | This is the number of Projects associated to the Program. |
|
| Program Status | This is the Status of the Program. |
|
Program Manager
Program Manager
| Field Name | Description | Type |
|---|---|---|
| Program Manager First Name | This is the First name of the Program Manager. |
|
| Program Manager Is Active | This defines whether the Program Manager is Active (Yes/No) |
|
| Program Manager Last Name | This is the Last name of the Program Manager. |
|
| Program Manager Name | This is the Name of the Program Manager (Last name, First name). |
|
Project
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 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 is Billable | This defines whether the Project is Billable. This will show No (for non-billable) or Yes (for billable). |
|
| Project is Capitalized | This defines whether the Project is Capitalized. This will show No (for non-capitalized) or Yes (for capitalized). |
|
| Project is Funded | This defines whether the Project is Funded. This will show No (for non-funded) or Yes (for funded). |
|
| Project is Override Billable | This defines whether the Project Billable flag is overriden. |
|
| Project is Override Capitalized | This defines whether the Project Capitalized flag is overriden. |
|
| Project is Override Funded> | This defines whether the Project Funded flag is overriden. |
|
| Project is Override Payable | This defines whether the Project Payable flag is overriden. |
|
| Project is Override R&D | This defines whether the Project R&D flag is overriden. |
|
| Project is Payable | This defines whether the Project is Payable. This will show No (for non-payable) or Yes (for payable). |
|
| Project is R&D | This defines whether the Project is R&D. This will show No (for non-R&D) or Yes (for R&D). |
|
| 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 Payable Segment Code | This is the Payable Segment Code of the Project. |
|
| Project Payable Account | This is the Payable Account of the Project. |
|
| Project Priority | This is the Priority of the Project. |
|
| Project Receivable Segment Code | This is the Receivable Segment Code of the Project. |
|
| Project Receivable Account | This is the Receivable Account 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 Attachment
Project Attachment
| Field Name | Description | Type |
|---|---|---|
| Project Attachment Date Modified | This will display the date and time when the Attachment was created/modified. |
|
| Project Attachment Description | This will display the Description of the link or attached document. |
|
| Project Attachment File | This will display the attached file Name. |
|
| Project Attachment Info | This will display the URL link or the size in Mb of the attached Document. |
|
| Project Attachment Name | This will display the name of the link/ attached Document. When included in a report, it is hyperlinked to corresponding Project Attachment. |
|
| Project Attachment Type | This will display the type of the Attachment: Link or Document. |
|
Note: The availability of file name hyperlinks depends on the user's permission to object type in Upland PSA.
For instance, if a user has permission to view Projects, the attachments within projects become clickable hyperlinks for download.
Project Attachment Created By User
Project Attachment Created By User
| Field Name | Description | Type |
|---|---|---|
| Project Attachment Created By User First Name | This will display the First name of the User that created the Project Attachment. |
|
| Project Attachment Created By User Last Name | This will display the Last name of the User that created the Project Attachment. |
|
Project Attachment Modified By User
Project Attachment Modified By User
| Field Name | Description | Type |
|---|---|---|
| Project Attachment Modified By User First Name | This will display the First name of the User that updated the Project Attachment. |
|
| Project Attachment Modified By User Last Name | This will display the Last name of the User that updated the Project Attachment. |
|
Project Manager
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. |
|
Project Notes
Project Notes
| Field Name | Description | Type |
|---|---|---|
| Project Note | This is the Note. |
|
| Project Note Date Created | This is the date and time on which the Note was created. |
|
| Project Note Is Public | This defines whether the Note is set as Public or not (0 = not public; 1 = public). |
|
| Project Note Modified On | This is the date and time on which the Note was modified. |
|
| Project Note Type | This is the Type of the Note. |
|
Project Overview
Project Overview
| Field Name | Description | Type |
|---|---|---|
| Project Baseline Billable Hours | This is the sum of all Baseline Billable Time Budgets (in hours) for the Project. |
|
| Project Baseline Billing | This is the sum of all Baseline Billable Budget amounts for the Project in Base Currency. |
|
| Project Baseline Charge Billable | This is the sum of all Baseline Billable Charge Budget amounts for the Project in Base Currency. |
|
| Project Baseline Charge Cost | This is the sum of all Baseline Cost Charge Budget amounts for the Project in Base Currency. |
|
| Project Baseline Cost | This is the sum of all Baseline Cost Budget amounts for the Project in Base Currency. |
|
| Project Baseline Expense Billable | This is the sum of all Baseline Billable Expense Budget amounts for the Project in Base Currency. |
|
| Project Baseline Expense Cost | This is the sum of all Baseline Cost Expense Budget amounts for the Project in Base Currency. |
|
| Project Baseline Hours | This is the sum of all Baseline Time Budgets (in hours) for the Project. |
|
| Project Baseline Non Billable Hours | This is the sum of all Baseline Non-Billable Time Budgets (in hours) for the Project. |
|
| Project Baseline Product Billable | This is the sum of all Baseline Billable Product Budget amounts for the Project in Base Currency. |
|
| Project Baseline Product Cost | This is the sum of all Baseline Cost Product Budget amounts for the Project in Base Currency. |
|
| Project Baseline Services Billable | This is the sum of all Baseline Billable Time Budget amounts for the Project in Base Currency. |
|
| Project Baseline Services Cost | This is the sum of all Baseline Cost Time Budget amounts for the Project in Base Currency. |
|
| Project Billable Charges | This is the sum of all Billable Charge amounts for the Project in Base Currency. |
|
| Project Billable Expenses | This is the sum of all Billable Expense amounts for the Project in Base Currency. |
|
| Project Billable Products | This is the sum of all Billable Product amounts for the Project in Base Currency. |
|
| Project Billable Service Utilization | This is the percentage of the total Time that is Billable. This is calculated as (Total Billable Hours / Total Hours). |
|
| Project Billable Services | This is the sum of all Billable Time amounts for the Project in Base Currency. |
|
| Project Billing Consumed | This is the percentage of the Project Current Billable Budget that has been used. This is calculated as (Total Billing / Project Current Billable Budget). |
|
| Project Charges Billed | This is the sum of all Billable Charges billed for the Project (part of a posted invoice) in Base Currency. |
|
| Project Charges Paid | This is the sum of all Payable Charges paid for the Project (part of a posted payroll or Payable batch) in Base Currency. |
|
| Project Cost Consumed | This is the percentage of the Project Current Cost Budget that has been used. This is calculated as (Total Cost / Project Current Cost Budget). |
|
| Project CPI | This is the CPI of the Project. This is calculated as Project Baseline Time Budget / (ETC + Actual Hours). |
|
| Project Current Billable Hours | This is the sum of all Current Billable Time Budgets (in hours) for the Project. |
|
| Project Current Billing | This is the sum of all Current Billable Budget amounts for the Project in Base Currency. |
|
| Project Current Charge Billable | This is the sum of all Current Billable Charge Budget amounts for the Project in Base Currency. |
|
| Project Current Charge Cost | This is the sum of all Current Cost Charge Budget amounts for the Project in Base Currency. |
|
| Project Current Cost | This is the sum of all Current Cost Budget amounts for the Project in Base Currency. |
|
| Project Current Expense Billable | This is the sum of all Current Billable Expense Budget amounts for the Project in Base Currency. |
|
| Project Current Expense Cost | This is the sum of all Current Cost Expense Budget amounts for the Project in Base Currency. |
|
| Project Current Hours | This is the sum of all Current Time Budgets (in hours) for the Project. |
|
| Project Current Non Billable Hours | This is the sum of all Current Non-Billable Time Budgets (in hours) for the Project. |
|
| Project Current Product Billable | This is the sum of all Current Billable Product Budget amounts for the Project in Base Currency. |
|
| Project Current Product Cost | This is the sum of all Current Cost Product Budget amounts for the Project in Base Currency. |
|
| Project Current Services Billable | This is the sum of all Current Billable Time Budget amounts for the Project in Base Currency. |
|
| Project Current Services Cost | This is the sum of all Current Cost Time Budget amounts for the Project in Base Currency. |
|
| Project Expenses Billed | This is the sum of all Billable Expenses billed for the Project (part of a posted invoice) in Base Currency. |
|
| Project Expenses Paid | This is the sum of all reimbursable Expenses paid for the Project (part of a posted Payable batch) in Base Currency. |
|
| Project Forecasted Revenue | This is the amount of Revenue scheduled to be recognized (part of an unrecognized schedule cycle). |
|
| Project Payable Charges | This is the sum of all Payable Charge amounts for the Project in Base Currency. |
|
| Project Payable Expenses | This is the sum of all Payable Expense amounts for the Project in Base Currency. |
|
| Project Payable Products | This is the sum of all Payable Product amounts for the Project in Base Currency. |
|
| Project Payable Service Utilization | This is the percentage of the total Time that is Payable. This is calculated as (Total Payable Hours / Total Hours). |
|
| Project Payable Services | This is the sum of all Payable Time amounts for the Project in Base Currency. |
|
| Project Percent Complete | This is the percentage of completion of the Project. This is calculated as (Total Time/Total Current Time Budget). |
|
| Project Prepayment | This is the pre-billing amount (sum of Charge entries with an item of the type of Prepayment included in an invoice in apply revenue recognition policy state) of the Project in Base Currency. |
|
| Project Products Billed | This is the sum of all Billable Products billed for the Project (part of a posted invoice) in Base Currency. |
|
| Project Profit | This is the profit in Base Currency. This is calculated as Total Billing - Total Cost. |
|
| Project Profit Margin | This is the profit margin of the Project. This is calculated as [(Total Billing – Total Cost) / Total Billing]. |
|
| Project Recognized Revenue | This is the amount of the Project that is recognized in Base Currency. |
|
| Project Services Billed | This is the sum of all Billable Time billed for the Project (part of a posted invoice) in Base Currency. |
|
| Project Services Paid | This is the sum of all Payable Time amounts paid for the Project (part of a posted Payroll Batch) in Base Currency. |
|
| Project Total Billable Hours | This is the sum of all Billable Time (in hours) for the Project. |
|
| Project Total Billed | This is the sum of all Billable Time, Expense, Charge and Product amounts billed for the Project (part of a posted invoice) in Base Currency. |
|
| Project Total Billing | "This is the sum of all Billable Time, Expense, Charge and Product amounts for the Project in Base Currency. Excluding any Time amounts against Tasks associated to Billable Milestones." |
|
| Project Total Cost | This is the sum of all Payable Time, Expense, Charge and Product amounts for the Project in Base Currency. |
|
| Project Total Hours | This is the sum of all Time (in hours) for the Project. |
|
| Project Total Non Billable Hours | This is the sum of all Non-Billable Time (in hours) for the Project. |
|
| Project Total Paid | This is the sum of all Payable Time, Expense and Charge amounts paid for the Project in Base Currency. |
|
| Project Total Payable Hours | This is the sum of all Payable Time (in hours) for the Project. |
|
| Project Unearned Revenue | This is the amount of unearned revenue for the Project. This is the sum of all Billable “Use for prepayment” Charge Entry amounts in Base Currency. |
|
| Project WIP | This is the WIP amount in Base Currency. If a Revenue Recognition Policy is not defined, this will be calculated as (Total Billing – Total Billed). If a Revenue Recognition Policy is defined, this will be calculated as Amount to Recognize from the latest posted WIP Accrual batch. |
|
Project Workflow History
Project Workflow History
| Field Name | Description | Type |
|---|---|---|
| Project Workflow Action | This will display the Transition that was used to move the Project State from the source State to the destination State. |
|
| Project Workflow Date Modified | This will display the date and time when the Transition was made. |
|
| Project Workflow Destination State | This will display the Workflow State to which the Project was transitioned. |
|
| Project Workflow Source State | This will display the Workflow State from which the Project was transitioned. |
|
Project Workflow History Modified By User
Project Workflow History Modified By User
| Field Name | Description | Type |
|---|---|---|
| Project Workflow History Modified by User First Name | This will display the First name of the User that performed the Project Workflow Action. |
|
| Project Workflow History Modified by User Last Name | This will display the Last name of the User that performed the Project Workflow Action. |
|
Recurring Billing Rule Currency
Recurring Billing Rule Currency
| Field Name | Description | Type |
|---|---|---|
| Recurring Billing Rule Currency Code | This is the Recurring Billing Rule Currency code. |
|
| Recurring Billing Rule Currency Description | This is the Description of the Recurring Billing Rule Currency. |
|
| Recurring Billing Rule Currency Symbol | This is the Symbol of the Recurring Billing Rule Currency. |
|
Recurring Billing Rule Detailed view
Recurring Billing Rule Detailed
| Field Name | Description | Type |
|---|---|---|
| Recurring Billing Rule Entry | This is the Name of the Recurring Billing Rule Entry. |
|
| Recurring Billing Rule Entry Amount | This is the Amount of the Billing Rule Entry. |
|
| Recurring Billing Rule Entry Billing Date | This is the billing date of the entry. |
|
| Recurring Billing Rule Entry Billing Date Month | This is the billing date of the entry (Aggregate Date - Month). |
|
| Recurring Billing Rule Entry Billing Date Month Year | This is the billing date of the entry (Aggregate Date - Month Year). |
|
| Recurring Billing Rule Entry Billing Date Quarter | This is the billing date of the entry (Aggregate Date - Quarter). |
|
| Recurring Billing Rule Entry Billing Date Quarter Year | This is the billing date of the entry (Aggregate Date - Quarter Year). |
|
| Recurring Billing Rule Entry Billing Date Week | This is the billing date of the entry (Aggregate Date - Week). |
|
| Recurring Billing Rule Entry Billing Date Year | This is the billing date of the entry (Aggregate Date - Year). |
|
| Recurring Billing Rule Entry Invoice No | This is the invoice number of the money charge entry created after completing a billing interval. |
|
| Recurring Billing Rule Entry State | This is the state of the Billing Rule Entry. |
|
Recurring Billing Rule Summary view
Recurring Billing Rule Summary
| Field Name | Description | Type |
|---|---|---|
| Recurring Billing Rule | This is the Name of the Recurring Billing Rule. |
|
| Recurring Billing Rule Amount | This is the Amount of the Billing Rule. |
|
| Recurring Billing Rule End | This is the end of the period during which this rule is to be applied. |
|
| Recurring Billing Rule End Month | This is the end of the period during which this rule is to be applied (Aggregate Date - Month). |
|
| Recurring Billing Rule End Month Year | This is the end of the period during which this rule is to be applied (Aggregate Date - Month Year). |
|
| Recurring Billing Rule End Quarter | This is the end of the period during which this rule is to be applied (Aggregate Date - Quarter). |
|
| Recurring Billing Rule End Quarter Year | This is the end of the period during which this rule is to be applied (Aggregate Date - Quarter Year). |
|
| Recurring Billing Rule End Week | This is the end of the period during which this rule is to be applied (Aggregate Date - Week). |
|
| Recurring Billing Rule End Year | This is the end of the period during which this rule is to be applied (Aggregate Date - Year). |
|
| Recurring Billing Rule Number Of Occurrences | This is the number of occurrences of the Billing Rule. |
|
| Recurring Billing Rule Pattern | This is the recurring cycle: Weekly, Monthly and Yearly. |
|
| Recurring Billing Rule Start | This is the start date of the period during which this rule is to be applied. |
|
| Recurring Billing Rule Start Month | This is the start date of the period during which this rule is to be applied (Aggregate Date - Month). |
|
| Recurring Billing Rule Start Month Year | This is the start date of the period during which this rule is to be applied (Aggregate Date - Month Year). |
|
| Recurring Billing Rule Start Quarter | This is the start date of the period during which this rule is to be applied (Aggregate Date - Quarter). |
|
| Recurring Billing Rule Start Quarter Year | This is the start date of the period during which this rule is to be applied (Aggregate Date - Quarter Year). |
|
| Recurring Billing Rule Start Week | This is the start date of the period during which this rule is to be applied (Aggregate Date - Week). |
|
| Recurring Billing Rule Start Year | This is the start date of the period during which this rule is to be applied (Aggregate Date - Year). |
|
| Recurring Billing Rule State | This is the state of the Billing Rule. |
|
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 - Client Contacts
Scope - Client Contacts
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - My Assignments
Scope - My Assignments
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - My Portfolios
Scope - My Portfolios
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - My Programs
Scope - My Programs
| 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. |
Task
Task
| Field Name | Description | Type |
|---|---|---|
| Task | This is the Name of the Task. |
|
| Task Description | This is the Description of the Task. |
|
| Task Date Created | This is the Date and Time the Task was created on. |
|
| Task Date Modified | This is the Date and Time the Task was Modified. |
|
| 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 Created By User
Task Created By User
| Field Name | Description | Type |
|---|---|---|
| Task Created By User First Name | This will display the First name of the User that created the Task. |
|
| Task Created By User Last Name | This will display the Last name of the User that created the Task. |
|
| Task Created By User Name | This will display the User name of the User that created the Task. |
|
Task Modified By User
Task Modified By User
| Field Name | Description | Type |
|---|---|---|
| Task Modified By User First Name | This will display the First name of the User that modified the Task. |
|
| Task Modified By User Last Name | This will display the Last name of the User that modified the Task. |
|
| Task Modified By User Name | This will display the User name of the User that modified the Task. |
|
Task Notes
Task Notes
| Field Name | Description | Type |
|---|---|---|
| Task Note | This is the Note. |
|
| Task Note Date Created | This is the date and time on which the Note was created. |
|
| Task Note Is Public | This defines whether the Note is set as Public or not (0 = not public; 1 = public). |
|
| Task Note Modified | This is the date and time on which the Note was modified. |
|
| Task Note Type | This is the Type of the Note. |
|
User
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 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 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 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 Out Of The Office | This is the Out Of Office status of a User (Yes/No) |
|
| 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. |
|
User Company
User Company
| Field Name | Description | Type |
|---|---|---|
| User Company | This is the Company associated to the User. |
|
| User Company Currency | This is the currency code of the company associated to the User. |
|
| User Company Id | This is the Id of the company associated to the User. |
|
Work Type
Work Type
| Field Name | Description | Type |
|---|---|---|
| Work Type | This is the Name of the Work Type. |
|
| Work Type Description | This is the Description of the Work Type. |
|
| Work Type ETC Enabled | This defines whether ETC is enabled on the Task. This will show 1 if ETC is enabled, 0 otherwise. |
|
| Work Type Id | This is the Id of the Work Type. |
|
| Work Type Is Active | This defines whether the Functional Group is Active (Yes/No) |
|
| Work Type Is Billable | This defines whether the Task is Billable. This will show 0 (for non-billable) or 1 (for billable). |
|
| Work Type Is Capitalized | This defines whether the Task is Capitalized. This will show 0 (for not capitalized) or 1 (for capitalized) |
|
| Work Type Is Funded | This defines whether the Task is Payable. This will show 0 (for not funded) or 1 (for funded) |
|
| Work Type Is Leave Time | This defines whether the Work Type is a Leave Time. This will show 1 if it is a leave time Work Type, 0 otherwise. |
|
| Work Type Is Payable | This defines whether the Task is Payable. This will show 0 (for not payable) or 1 (for payable). |
|
| Work Type Is R&D | This defines whether the Task is R&D. This will show 0 (for not R&D) or 1 (for R&D) |
|
| Work Type Parent | This is the Parent of the Work Type. |
|
| Work Type Used by Expense | This defines whether the Task can be used by Expenses. |
|
| Work Type Used by Money Charge | This defines whether the Task can be used by Money Charges. |
|
| Work Type Used by Product | This defines whether the Task can be used by Products. |
|
| Work Type Used by Purchase | This defines whether the Task can be used by Purchases. |
|
| Work Type Used by Resource Planning | This defines whether the Task can be used by Resource Planning. |
|
| Work Type Used by Time | This defines whether the Task can be used by Time. |
|
| Work Type Used by Work Process | This defines whether the Task can be used by Work Processes. |
|