Work Process Entry Data Source and related views

The Work Process Entry Data Source allows you to create detailed reports on Work Process Entries associated with Projects and Tasks. You can track Work Process records, Attachments, and their Creators or Modifiers across Clients and Projects within various Scopes. This Data Source is useful for analyzing process-related activities to ensure proper workflow execution and project oversight.

This article lists all the Fields available for each View currently supported under the Work Process Entry 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.

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

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). Measure
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). Measure
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). Measure
Project Sum of Planned Hours This is the sum of Planned work Hours of a Project (in hours). Measure
Project Tracking No This is the Tracking # of the Project.
Project Workflow This is the Workflow associated to the Project.

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 - My Projects

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. Measure
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.

Work Process Attachment

Field Name Description Type
Work Process Attachment Date Modified This will display the date and time when the Attachment was created/modified.
Work Process Attachment Description This will display the Description of the link or attached document.
Work Process Attachment File This will display the attached file Name.
Work Process Attachment Info This will display the URL link or the size in Mb of the attached Document.
Work Process Attachment Name This will display the Name of the link/ attached Document. It is hyper-linked to the corresponding item in Upland PSA.
Work Process 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.

Work Process Attachment Created By User

Field Name Description Type
Work Process Attachment Created By User First Name This will display the First name of the User that created the Work Process Attachment.
Work Process Attachment Created By User Last Name This will display the Last name of the User that created the Work Process Attachment.  
Work Process Attachment Created By User Name This will display the User Name of the User that created the Work Process Attachment.

Work Process Attachment Modified By User

Field Name Description Type
Work Process Attachment Modified By User First Name This will display the First name of the User that updated the Work Process Attachment.
Work Process Attachment Modified By User Last Name This will display the Last name of the User that updated the Work Process Attachment.  
Work Process Attachment Modified By User Name This will display the User Name of the User that modified the Work Process Attachment.

Work Process Entry

Field Name Description Type
Creator Full Name This field will display the Creator's Full Name.
Originator Full Name This field will display the Originator's Full Name.
Work Process Entry Additional Info This field will display the additional info of the Work Process Entry.
Work Process Entry Assigned To This field will display the assignment rule name of the current Work Process Entry state. For example, an assignment to User with title Administrator will be displayed as “Title: Administrator” The functionality is similar to what is done for the Expense views.
Work Process Entry Component This field will display the component of the Work Process Entry.
Work Process Entry Date Created This field will display the creation date of the Work Process Entry.
Work Process Entry Date Created Month This field will display the creation month date of the Work Process Entry.
Work Process Entry Date Created Month Year This field will display the creation month year date of the Work Process Entry.
Work Process Entry Date Created Quarter This field will display the creation quarter date of the Work Process Entry.
Work Process Entry Date Created Quarter Year This field will display the creation quarter year date of the Work Process Entry.
Work Process Entry Date Created Year This field will display the creation year date of the Work Process Entry.
Work Process Entry Days Open This field will display the number of days the Work Process Entry has been open. Measure
Work Process Entry Deadline This field will display is the deadline date of the Work Process Entry.
Work Process Entry Description "This field will display the description of the Work Process Entry. Should be in the same format as in the Work Process Entry description field (order as well). "
Work Process Entry Is Approved This flag defines if the entry is in an Approved State.
Work Process Entry Is Final This flag defines if the entry is in a Final State
Work Process Entry Is Open This flag defines if the entry is in an Open State.
Work Process Entry Is Rejected This flag defines if the entry is in a Rejected State.
Work Process Entry Modified On This field will display the modification date of the Work Process Entry.
Work Process Entry Modified On Month This field will display the modification month date of the Work Process Entry.
Work Process Entry Modified On Month Year This field will display the modification month year date of the Work Process Entry.
Work Process Entry Modified On Quarter This field will display the modification quarter date of the Work Process Entry.
Work Process Entry Modified On Quarter Year This field will display the modification quarter year date of the Work Process Entry.
Work Process Entry Modified On Year This field will display the modification year date of the Work Process Entry.
Work Process Entry Note "This field will display the Notes associated to the Work Process Entry If there are multiple notes, they will be separated by 3 dashes (- - -)".
Work Process Entry Priority This field will display the priority (name) of the Work Process Entry.
Work Process Entry State This field will display the current State of the Work Process Entry.
Work Process Entry Summary This field will display the Summary of the Work Process Entry.
Work Process Entry Tracking Number This field will display the Tracking # of the Work Process Entry.
Work Process Entry Way To Reproduce This field will display the Way to Reproduce of the Work Process Entry.
Work Process Entry Work Around This field will display the Workaround of the Work Process Entry.
Work Process Workflow Alias This field will display the Work Process Workflow Alias.
Work Process Workflow Name This field will display the Work Process Workflow Name.