Financial Planner Combined Data Source and related views

The Financial Planner Combined Data Source provides comprehensive reporting capabilities by combining detailed budget, calendar period, and summary financial planner information. Using the available Views, you can build reports to analyze financial plans across Clients, Projects, and Portfolios, with multi-currency support and flexible Scope options. Ideal for tracking financial performance and planning activities over time, this data source helps ensure alignment between budgets and project timelines.

This article lists all the Fields available for each View currently supported under the Financial Planner Combined 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
Client
Client Created By User
Client Currency
Client Modified By User
Creator
Financial Planner Budget
Financial Planner Calendar Periods
Financial Planner Combined Detail
Financial Planner Combined Summary
Portfolio
Project
Project Currency
Project Manager
Scope - All Projects
Scope - Available Projects
Scope - Client Contacts
Scope - My Portfolios
Scope - My Projects

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

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 Currency

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

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.

Creator

Field Name	Description	Type
Creator First Name	This is the Creator's First name.
Creator Id	This is the Creator's Id.
Creator Last Name	This is the Creator's Last name.
Creator Pager	This is the Creator's Pager.
Creator Primary Role	This is the Primary Role of the Creator.

Financial Planner Budget

Field Name	Description	Type
Budget Baseline Billable Amount In Base Curr	This is the Baseline Billable Amount of the Project Budget in the Base Currency displayed on Financial Planner under the Budget Summary section.
Budget Baseline Billable Amount In Client Curr	This is the Baseline Billable Amount of the Project Budget in the Client Currency displayed on Financial Planner under the Budget Summary section.
Budget Baseline Billable Amount In Project Curr	This is the Baseline Billable Amount of the Project Budget in the Project Currency displayed on Financial Planner under the Budget Summary section.
Budget Baseline Cost Amount In Base Curr	This is the Baseline Cost Amount of the Project Budget in the Base Currency displayed on Financial Planner under the Budget Summary section.
Budget Baseline Cost Amount In Client Curr	This is the Baseline Cost Amount of the Project Budget in the Client Currency displayed on Financial Planner under the Budget Summary section.
Budget Baseline Cost Amount In Project Curr	This is the Baseline Cost Amount of the Project Budget in the Project Currency displayed on Financial Planner under the Budget Summary section
Budget Baseline Non Billable Amount In Base Curr	This is the Baseline Non Billable Amount of the Project Budget in the Base Currency displayed on Financial Planner under the Budget Summary section.
Budget Baseline Non Billable Amount In Client Curr	This is the Baseline Non Billable Amount of the Project Budget in the Client Currency displayed on Financial Planner under the Budget Summary section.
Budget Baseline Non Billable Amount In Project Curr	This is the Baseline Non Billable Amount of the Project Budget in the Project Currency displayed on Financial Planner under the Budget Summary section.
Budget Baseline Time Hours	This is the Baseline Time Hours of the Project displayed on Financial Planner under the Budget Summary section.
Budget Current Billable Amount In Base Curr	This is the Current Billable Amount of the Project Budget in the Base Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Billable Amount In Client Curr	This is the Current Billable Amount of the Project Budget in the Client Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Billable Amount In Project Curr	This is the Current Billable Amount of the Project Budget in the Project Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Cost Amount In Base Curr	This is the Current Cost Amount of the Project Budget in the Base Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Cost Amount In Client Curr	This is the Current Cost Amount of the Project Budget in the Client Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Cost Amount In Project Curr	This is the Current Cost Amount of the Project Budget in the Project Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Non Billable Amount In Base Curr	This is the Current Non Billable Amount of the Project Budget in the Base Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Non Billable Amount In Client Curr	This is the Current Non Billable Amount of the Project Budget in the Client Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Non Billable Amount In Project Curr	This is the Current Non Billable Amount of the Project Budget in the Project Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Time Hours	This is the Current Time Hours of the Project displayed on Financial Planner under the Budget Summary section.

Financial Planner Calendar Periods

Field Name	Description	Type
Financial Calendar Name	This is the Financial Calendar used by each Project.
Period Month End	This is the Period month end date defined at the Financial Calendar level.
Period Month Name	This is the Period month name defined at the Financial Calendar level.
Period Month Start	This is the Period month start date defined at the Financial Calendar level.
Period Quarter End	This is the Period quarter end date defined at the Financial Calendar level.
Period Quarter Name	This is the Period quarter name defined at the Financial Calendar level.
Period Quarter Start	This is the Period quarter start date defined at the Financial Calendar level.
Period Type	This is the Period Type and it can be set to Monthly, Quarterly, Weekly and Yearly.
Period Week End	This is the Period week end date defined at the Financial Calendar level.
Period Week Name	This is the Period week name defined at the Financial Calendar level.
Period Week Start	This is the Period week start date defined at the Financial Calendar level.
Period Year End	This is the Period year end date defined at the Financial Calendar level.
Period Year Name	This is the Period year name defined at the Financial Calendar level.
Period Year Start	This is the Period year start date defined at the Financial Calendar level.
Row	This is the unique Id of each selected Period Name.

Financial Planner Combined Detail

Field Name	Description	Type
Is Actual	This defines whether the Financial Planner Period is Active or not. This can be set to Yes or No.
Is Current Period	This defines whether the Financial Planner Period is Current or not. This can be set to Yes or No
Is Forecast	This defines whether the Financial Planner Period is Forecast or not. This can be set to Yes or No.
Probability	Displays the Realization Probability percentage value.
Revenue Sub Total Amount In Base Curr	Sum of all added sub-category Revenue amounts in Base Currency for the Period on the Combined View.
Revenue Sub Total Amount In Client Curr	Sum of all added sub-category Revenue amounts in Client Currency for the Period on the Combined View.
Revenue Sub Total Amount In Project Curr	Sum of all added sub-category Revenue amounts in Project Currency for the Period on the Combined View.
Total Billable Time	Sum of the Billable Time calculated per Period on the Combined View.
Total Charge Cost Amount In Base Curr	Sum of Charge Cost amounts in Base Currency for the Period on the Combined View.
Total Charge Cost Amount In Client Curr	Sum of Charge Cost amounts in Client Currency for the Period on the Combined View.
Total Charge Cost Amount In Project Curr	Sum of Charge Cost amounts in Project Currency for the Period on the Combined View.
Total Charge Revenue Amount In Base Curr	Sum of Charge Revenue amounts in Base Currency for the Period on the Combined View.
Total Charge Revenue Amount In Client Curr	Sum of Charge Revenue amounts in Client Currency for the Period on the Combined View.
Total Charge Revenue Amount In Project Curr	Sum of Charge Revenue amounts in Project Currency for the Period on the Combined View.
Total Cost Amount In Base Curr	Sum of all added category Cost amounts in Base Currency for the Period on the Combined View.
Total Cost Amount In Client Curr	Sum of all added category Cost amounts in Client Currency for the Period on the Combined View.
Total Cost Amount In Project Curr	Sum of all added category Cost amounts in Project Currency for the Period on the Combined View.
Total Deferred Revenue Amount In Base Curr	The Deferred Revenue amount in Base Currency for the Period on the Combined View.
Total Deferred Revenue Amount In Client Curr	The Deferred Revenue amount in Client Currency for the Period on the Combined View.
Total Deferred Revenue Amount In Project Curr	The Deferred Revenue amount in Project Currency for the Period on the Combined View.
Total Expense Cost Amount In Base Curr	Sum of Expense Cost amounts in Base Currency for the Period on the Combined View.
Total Expense Cost Amount In Client Curr	Sum of Expense Cost amounts in Client Currency for the Period on the Combined View.
Total Expense Cost Amount In Project Curr	Sum of Expense Cost amounts in Project Currency for the Period on the Combined View.
Total Expense Revenue Amount In Base Curr	Sum of Expense Revenue amounts in Base Currency for the Period on the Combined View.
Total Expense Revenue Amount In Base Curr	Sum of Expense Revenue amounts in Base Currency for the Period on the Combined View.
Total Margin Amount In Client Curr	This is the Margin Total amount in Client Currency per Period on the Combined View.
Total Margin Amount In Project Curr	This is the Margin Total amount in Project Currency per Period on the Combined View
Total Margin Charge Amount In Base Curr	This is the Margin Charge Total amount in Base Currency per Period on the Combined View.
Total Margin Charge Amount In Client Curr	This is the Margin Charge Total amount in Client Currency per Period on the Combined View.
Total Margin Charge Amount In Project Curr	This is the Margin Charge Total amount in Project Currency per Period on the Combined View.
Total Margin Charge Percentage By Cost	This is the Margin Charge Percentage by Cost per Period on the Combined View.
Total Margin Charge Percentage By Revenue	This is the Margin Charge Percentage by Revenue per Period on the Combined View.
Total Margin Percentage By Cost	This is the Margin Percentage by Cost per Period on the Combined View.
Total Margin Percentage By Revenue	This is the Margin Percentage by Revenue per Period on the Combined View.
Total Margin Role Amount In Base Curr	This is the Margin Role Total amount in Base Currency per Period on the Combined View.
Total Margin Role Amount In Client Curr	This is the Margin Role Total amount in Client Currency per Period on the Combined View.
Total Margin Role Amount In Project Curr	This is the Margin Role Total amount in Project Currency per Period on the Combined View.
Total Margin Role Percentage By Cost	This is the Margin Role Percentage by Cost per Period on the Combined View
Total Margin Role Percentage By Revenue	This is the Margin Role Percentage by Revenue per Period on the Combined View.
Total Net Labor Amount In Base Curr	Total Labor Revenue for the Period – Total Labor Cost for the Period in Base Currency.
Total Net Labor Amount In Client Curr	Total Labor Revenue for the Period – Total Labor Cost for the Period in Client Currency.
Total Net Labor Amount In Project Curr	Total Labor Revenue for the Period – Total Labor Cost for the Period in Project Currency.
Total Net Margin Amount In Base Curr	Net Labor Margin + Net Non-Labor Margin for the Period in Base Currency.
Total Net Margin Amount In Client Curr	Net Labor Margin + Net Non-Labor Margin for the Period in Base Currency.
Total Net Margin Amount In Project Curr	Net Labor Margin + Net Non-Labor Margin for the Period in Project Currency.
Total Net Margin Percentage	Net Labor Margin + Net Non-Labor Margin.
Total Net Margin Percentage Labor	Net Labor Margin per Period/ Total Labor Revenue for that Period.
Total Net Margin Percentage Non Labor	Net Non Labor Margin per Period/ Total Non Labor Revenue for that Period.
Total Net Non Labor Amount In Base Curr	Total Net Non Labor Revenue for the Period – Total Non Labor Cost for the Period in Base Currency
Total Net Non Labor Amount In Client Curr	Total Net Non Labor Revenue for the Period – Total Non Labor Cost for the Period in Client Currency.
Total Net Non Labor Amount In Project Curr	Total Net Non Labor Revenue for the Period – Total Non Labor Cost for the Period in Project Currency.
Total Non Billable Time	Sum of the Non Billable Time calculated per Period on the Combined View.
Total Payable Time	Sum of the Payable Time calculated per Period on the Combined View.
Total Product Revenue Amount In Base Curr	Sum of Product Revenue amounts in Base Currency for the Period on the Combined View.
Total Product Revenue Amount In Client Curr	Sum of Product Revenue amounts in Client Currency for the Period on the Combined View.
Total Product Revenue Amount In Project Curr	Sum of Product Revenue amounts in Project Currency for the Period on the Combined View.
Total Recognizable Amount In Base Curr	Recognizable amount in Base Currency for the Period on the Combined View.
Total Recognizable Amount In Client Curr	Recognizable amount in Client Currency for the Period on the Combined View.
Total Recognizable Amount In Project Curr	Recognizable amount in Project Currency for the Period on the Combined View.
Total Recognized Amount In Base Curr	Sum of Recognized amounts in Base Currency for the Period on the Combined View.
Total Recognized Amount In Client Curr	Sum of Recognized amounts in Client Currency for the Period on the Combined View.
Total Recognized Amount In Project Curr	um of Recognized amounts in Project Currency for the Period on the Combined View.
Total Recognized Labor Amount In Base Curr	Sum of Recognized Labor amounts in Base Currency for the Period on the Combined View.
Total Recognized Labor Amount In Client Curr	Sum of Recognized Labor amounts in Client Currency for the Period on the Combined View.
Total Recognized Labor Amount In Project Curr	Sum of Recognized Labor amounts in Project Currency for the Period on the Combined View.
Total Recognized Non Labor Amount In Base Curr	Sum of Recognized Non Labor amounts in Base Currency for the Period on the Combined View.
Total Recognized Non Labor Amount In Client Curr	Sum of Recognized Non Labor amounts in Client Currency for the Period on the Combined View.
Total Revenue Amount In Base Curr	Sum of all Revenue amounts in Base Currency for the Period on the Combined View.
Total Revenue Amount In Client Curr	Sum of all Revenue amounts in Client Currency for the Period on the Combined View.
Total Revenue Amount In Project Curr	Sum of all Revenue amounts in Project Currency for the Period on the Combined View.
Total Role Cost Amount In Base Curr	Sum of Role Cost amounts in Base Currency for the Period on the Combined View.
Total Role Cost Amount In Client Curr	Sum of Role Cost amounts in Client Currency for the Period on the Combined View.
Total Role Cost Amount In Project Curr	Sum of Role Cost amounts in Project Currency for the Period on the Combined View.
Total Role Revenue Amount In Base Curr	Sum of Role Revenue amounts in Base Currency for the Period on the Combined View.
Total Role Revenue Amount In Client Curr	Sum of Role Revenue amounts in Client Currency for the Period on the Combined View.
Total Role Revenue Amount In Project Curr	Sum of Role Revenue amounts in Project Currency for the Period on the Combined View.
Total Time	Sum of all Time calculated per Period on the Combined View.
Total Time POC	Total Time POC is Calculated as (Cumulative Hours till the period being calculated/EAC) * 100

Financial Planner Combined Summary

Field Name	Description	Type
Actuals To Include	This is the value set on the Forecast Setting (it can be Approved or All Entries ).
Baseline Name	This is the Name of the Baseline. If it is the Current Baseline, it will display Project Name + Current else it will be the saved Baseline name.
Baseline Type	This is the Baseline type and it can be set to 4 types of Baselines: First Baseline, Last Baseline, Prior Baseline and Current Baseline. For the rest of the Baselines, the value will be set to empty.
Cost Forecast Method	This is the value set on the Forecast Setting under Forecast Methods section > Cost Field.
Baseline Date Created	This is the date when the Baseline was created. If it is Current Baseline, the Date that it was created for the first time and if it is saved, the Date that it was last saved.
Baseline Date Created Month	This is the Date when the Baseline was created. (Aggregate Date - Month).
Baseline Date Created Month Year	This is the Date when the Baseline was created. (Aggregate Date - Month Year).
Baseline Date Created Quarter	This is the Date when the Baseline was created. (Aggregate Date - Quarter).
Baseline Date Created Quarter Year	This is the Date when the Baseline was created. (Aggregate Date - Quarter Year).
Baseline Date Created Year	This is the date when the Baseline was created.(Aggregate Date - Year).
Description	This is the Description of the Baseline.
Display Total Column	This is the value set on the Forecast Setting under Other Settings section > Display Total Column field.
Display View	This is the value set on the Forecast Setting under View section > Display By field. This can be modified also from the Financial Planner page at the Project level.
Forecast Start	This is the Forecast Start Date calculated the last time the Baseline was processed either manually or automation, based on the View setting (Start date based on current week, End date based on Current week, Start date of displaying Period).
Forecast Start Month	This is the Forecast Start Date (Aggregate Date - Month).
Forecast Start Month Year	This is the Forecast Start Date (Aggregate Date - Month Year).
Forecast Start Quarter	This is the Forecast Start Date (Aggregate Date - Quarter).
Forecast Start Quarter Year	This is the Forecast Start Date (Aggregate Date - Quarter Year).
Forecast Start Year	This is the Forecast Start Date (Aggregate Date - Year).
Grand Total Average Revenue Rate In Base Curr	Calculated formula: Grand Total Role Revenue Amount in Base Currency / Grand Total Billable Time in Base Currency.
Grand Total Average Revenue Rate In Client Curr	Calculated formula: Grand Total Role Revenue Amount in Client Currency / Grand Total Billable Time in Client Currency.
Grand Total Average Revenue Rate In Project Curr	Calculated formula: Grand Total Role Revenue Amount in Project Currency / Grand Total Billable Time in Client Currency.
Grand Total Billable Time	Sum of the Billable Time calculated over the length of the whole Project on the Combined View.
Grand Total Charge Cost Amount In Base Curr	Sum of the Charge Revenue amounts in Base Currency calculated over the length of the whole Project on the Combined View.
Grand Total Charge Cost Amount In Client Curr	Sum of the Charge Revenue amounts in Client Currency calculated over the length of the whole Project on the Combined View.
Grand Total Charge Cost Amount In Project Curr	Sum of the Charge Revenue amounts in Project Currency calculated over the length of the whole Project on the Combined View.
Grand Total Charge Revenue Amount In Base Curr	Sum of the Charge Revenue amounts in Base Currency calculated over the length of the whole Project on the Combined View.
Grand Total Charge Revenue Amount In Client Curr	Sum of the Charge Revenue amounts in Client Currency calculated over the length of the whole Project on the Combined View.
Grand Total Charge Revenue Amount In Project Curr	Sum of the Charge Revenue amounts in Project Currency calculated over the length of the whole Project on the Combined View.
Grand Total Cost Amount In Base Curr	Sum of the Combined Cost amounts in Base Currency calculated over the length of the whole Project on the Combined View.
Grand Total Cost Amount In Client Curr	Sum of the Combined Cost amounts in Client Currency calculated over the length of the whole Project on the Combined View.
Grand Total Cost Amount In Project Curr	Sum of the Combined Cost amounts in Project Currency calculated over the length of the whole Project on the Combined View.
Grand Total Deferred Revenue Amount In Base Curr	Sum of the Deferred Revenue amounts in Base Currency calculated over the length of the whole Project on the Combined View.
Grand Total Deferred Revenue Amount In Client Curr	Sum of the Deferred Revenue amounts in Client Currency calculated over the length of the whole Project on the Combined View.
Grand Total Deferred Revenue Amount In Project Curr	Sum of the Deferred Revenue amounts in Project Currency calculated over the length of the whole Project on the Combined View.
Grand Total Expense Cost Amount In Base Curr	Sum of the Expense Cost amounts in Base Currency calculated over the length of the whole Project on the Combined View.
Grand Total Expense Cost Amount In Client Curr	Sum of the Expense Cost amounts in Client Currency calculated over the length of the whole Project on the Combined View.
Grand Total Expense Cost Amount In Project Curr	Sum of the Expense Cost amounts in Project Currency calculated over the length of the whole Project on the Combined View.
Grand Total Expense Revenue Amount In Base Curr	Sum of the Expense Revenue amounts in Base Currency calculated over the length of the whole Project on the Combined View.
Grand Total Expense Revenue Amount In Client Curr	Sum of the Expense Revenue amounts in Client Currency calculated over the length of the whole Project on the Combined View.
Grand Total Expense Revenue Amount In Project Curr	Sum of the Expense Revenue amounts in Client Currency calculated over the length of the whole Project on the Combined View.
Grand Total Margin Amount In Base Curr	Sum of the Margin Total amounts in Base Currency calculated over the length of the whole Project on the Combined View.
Grand Total Margin Amount In Client Curr	Sum of the Margin Total amounts in Client Currency calculated over the length of the whole Project on the Combined View.
Grand Total Margin Amount In Project Curr	Sum of the Margin Total amounts in Project Currency calculated over the length of the whole Project on the Combined View
Grand Total Margin Charge Amount In Base Curr	Sum of the Margin Charge Total amounts in Base Currency calculated over the length of the whole Project on the Combined View.
Grand Total Margin Charge Amount In Client Curr	Sum of the Margin Charge Total amounts in Client Currency calculated over the length of the whole Project on the Combined View.
Grand Total Margin Charge Amount In Project Curr	Sum of the Margin Charge Total amounts in Project Currency calculated over the length of the whole Project on the Combined View.
Grand Total Margin Charge Percentage By Cost	This is the Margin Charge Percentage by Cost calculated over the length of the whole Project on the Combined View.
Grand Total Margin Charge Percentage By Revenue	This is the Margin Charge Percentage by Revenue calculated over the length of the whole Project on the Combined View.
Grand Total Margin Percentage By Cost	This is the Margin Percentage by Cost calculated over the length of the whole Project on the Combined View.
Grand Total Margin Percentage By Revenue	This is the Margin Percentage by Revenue calculated over the length of the whole Project on the Combined View.
Grand Total Margin Role Amount In Base Curr	Sum of the Margin Role Total amounts in Base Currency calculated over the length of the whole Project on the Combined View.
Grand Total Margin Role Amount In Client Curr	Sum of the Margin Role Total amounts in Client Currency calculated over the length of the whole Project on the Combined View.
Grand Total Margin Role Amount In Project Curr	Sum of the Margin Role Total amounts in Project Currency calculated over the length of the whole Project on the Combined View.
Grand Total Margin Role Percentage By Cost	This is the Margin Role Percentage by Cost calculated over the length of the whole Project on the Combined View.
Grand Total Margin Role Percentage By Revenue	This is the Margin Role Percentage by Revenue calculated over the length of the whole Project on the Combined View.
Grand Total Net Labor Amount In Base Curr	Grand Total Labor Revenue - Grand Total Cost Labor in Base Currency.
Grand Total Net Labor Amount In Client Curr	Grand Total Labor Revenue - Grand Total Cost Labor in Client Currency.
Grand Total Net Labor Amount In Project Curr	Grand Total Labor Revenue - Grand Total Cost Labor in Project Currency.
Grand Total Net Non Labor Amount In Base Curr	Grand Total Non-Labor Revenue - Grand Total Non-Labor Cost in Base Currency.
Grand Total Net Non Labor Amount In Client Curr	Grand Total Non-Labor Revenue - Grand Total Non-Labor Cost in Base Currency.
Grand Total Net Non Labor Amount In Project Curr	Grand Total Non-Labor Revenue - Grand Total Non-Labor Cost in Project Currency.
Grand Total Net Margin Amount In Base Curr	Grand Total Revenue - Grand Total Cost in Base Currency.
Grand Total Net Margin Amount In Client Curr	Grand Total Revenue - Grand Total Cost in Client Currency.
Grand Total Net Margin Amount In Project Curr	Grand Total Revenue - Grand Total Cost in Project Currency.
Grand Total Net Margin Percentage	Net % Margin = (Grand Total Net Margin / Grand Total Revenue) * 100
Grand Total Net Margin Percentage Labor	Net Labor % Margin = (Grand Total Net Labor Margin/Grand Total Revenue Labor for the Actual Periods up to the Forecast Start Date) * 100
Grand Total Net Margin Percentage Non Labor	Net Non-Labor % Margin = (Grand Total Net Non-Labor Margin/Grand Total Non-Labor Revenue) * 100
Grand Total Non Billable Time	Sum of the Non Billable Time calculated over the length of the whole Project on the Combined View.
Grand Total Payable Time	Sum of the Payable Time calculated over the length of the whole Project on the Combined View.
Grand Total Percentage Complete	Calculated formula: Total Actual Billable Time Current Included / Grand Total Billable Time
Grand Total Percentage Non Billable	Calculated formula: Total Actual Non Billable Time Current Included / Grand Total Time
Grand Total Product Revenue Amount In Base Curr	Sum of the Product Revenue amounts in Base Currency calculated over the length of the whole Project on the Combined View.
Grand Total Product Revenue Amount In Client Curr	Sum of the Product Revenue amounts in Client Currency calculated over the length of the whole Project on the Combined View
Grand Total Product Revenue Amount In Project Curr	Sum of the Product Revenue amounts in Project Currency calculated over the length of the whole Project on the Combined View.
Grand Total Recognizable Amount In Base Curr	Sum of the Recognizable Revenue amounts in Base Currency calculated over the length of the whole Project on the Combined View.
Grand Total Recognizable Amount In Client Curr	Sum of the Recognizable Revenue amounts in Client Currency calculated over the length of the whole Project on the Combined View.
Grand Total Recognizable Amount In Project Curr	Sum of the Recognizable Revenue amounts in Project Currency calculated over the length of the whole Project on the Combined View
Grand Total Recognized Amount In Base Curr	Sum of recognized revenue in Base Currency from starting the Project up to Current Period on the Combined View.
Grand Total Recognized Amount In Client Curr	Sum of recognized revenue in Client Currency from starting the Project up to Current Period on the Combined View
Grand Total Recognized Amount In Project Curr	Sum of recognized revenue in Project Currency from starting the Project up to Current Period on the Combined View.
Grand Total Recognized Labor Amount In Base Curr	Sum of recognized revenue in Base Currency from starting the Project up to Current Period on the Combined View.
Grand Total Recognized Labor Amount In Client Curr	Sum of recognized revenue in Client Currency from starting the Project up to Current Period on the Combined View
Grand Total Recognized Labor Amount In Project Curr	Sum of recognized revenue in Project Currency from starting the Project up to Current Period on the Combined View.
Grand Total Recognized Non Labor Amount In Base Curr	Sum of recognized revenue in Base Currency from starting the Project up to Current Period on the Combined View
Grand Total Recognized Non Labor Amount In Client Curr	Sum of recognized revenue in Client Currency from starting the Project up to Current Period on the Combined View.
Grand Total Recognized Non Labor Amount In Project Curr	Sum of recognized revenue in Project Currency from starting the Project up to Current Period on the Combined View.
Grand Total Revenue Amount In Base Curr	Sum of the Combined Revenue amounts in Base Currency calculated over the length of the whole Project on the Combined View.
Grand Total Revenue Amount In Client Curr	Sum of the Combined Revenue amounts in Client Currency calculated over the length of the whole Project on the Combined View.
Grand Total Revenue Amount In Project Curr	Sum of the Combined Revenue amounts in Project Currency calculated over the length of the whole Project on the Combined View.
Grand Total Role Cost Amount In Base Curr	Sum of the Combined Revenue amounts in Base Currency calculated over the length of the whole Project on the Combined View
Grand Total Role Cost Amount In Client Curr	Sum of the Combined Revenue amounts in Client Currency calculated over the length of the whole Project on the Combined View.
Grand Total Role Cost Amount In Project Curr	Sum of the Combined Revenue amounts in Project Currency calculated over the length of the whole Project on the Combined View.
Grand Total Role Revenue Amount In Base Curr	Sum of the Combined Revenue amounts in Base Currency calculated over the length of the whole Project on the Combined View.
Grand Total Role Revenue Amount In Client Curr	Sum of the Combined Revenue amounts in Client Currency calculated over the length of the whole Project on the Combined View.
Grand Total Role Revenue Amount In Project Curr	Sum of the Combined Revenue amounts in Project Currency calculated over the length of the whole Project on the Combined View.
Grand Total Revenue Sub Total Amount In Base Curr	Sum of all added sub-category Revenue amounts in Base Currency calculated over the length of the whole Project on the Combined View.
Grand Total Revenue Sub Total Amount In Client Curr	Sum of all added sub-category Revenue amounts in Client Currency calculated over the length of the whole Project on the Combined View.
Grand Total Revenue Sub Total Amount In Project Curr	Sum of all added sub-category Revenue amounts in Project Currency calculated over the length of the whole Project on the Combined View.
Grand Total Time	Sum of the Time calculated over the length of the whole Project on the Combined View on the Combined View.
Is Current Baseline	Defines whether the Baseline is current. It will show Yes for current Baseline and No for other Baselines.
Reason	This is the Reason set when creating the Baseline.
Revenue Forecast Method	This is the value set on the Forecast Setting under Forecast Methods section > Revenue Field.
Total Actual Billable Time	Sum of the Billable Time calculated for the Actual Period up to the Start Date of the Current Period on the Combined View.
Total Actual Billable Time Current Included	Sum of the Billable Time calculated for the Actual Period up to the Start Date of the Current Period including the actuals from the current Period on the Combined View.
Total Actual Charge Cost Amount In Base Curr	Sum of the Charge Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Charge Cost Amount In Client Curr	Sum of the Charge Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Charge Cost Amount In Project Curr	Sum of the Charge Revenue amounts in Project Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Charge Revenue Amount In Base Curr	Sum of the Charge Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Charge Revenue Amount In Client Curr	Sum of the Charge Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Charge Revenue Amount In Project Curr	Sum of the Charge Revenue amounts in Project Currency calculated up to the Start Date of the Current Period on the Combined View
Total Actual Cost Amount In Base Curr	Sum of the Combined Cost amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Cost Amount In Client Curr	Sum of the Combined Cost amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Cost Amount In Project Curr	Sum of the Combined Cost amounts in Project Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Deferred Revenue Amount In Base Curr	Sum of the Deferred Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Deferred Revenue Amount In Client Curr	Sum of the Deferred Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Deferred Revenue Amount In Project Curr	Sum of the Deferred Revenue amounts in Project Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Expense Cost Amount In Base Curr	Sum of the Expense Cost amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Expense Cost Amount In Client Curr	Sum of the Expense Cost amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Expense Cost Amount In Project Curr	Sum of the Expense Cost amounts in Project Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Expense Revenue Amount In Base Curr	Sum of the Expense Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Expense Revenue Amount In Client Curr	Sum of the Expense Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Expense Revenue Amount In Project Curr	Sum of the Expense Revenue amounts in Project Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Margin Amount In Base Curr	Sum of the Margin Total amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Margin Amount In Client Curr	Sum of the Margin Total amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Margin Amount In Project Curr	Sum of the Margin Total amounts in Project Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Margin Charge Amount In Base Curr	Sum of the Margin Charge Total amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Margin Charge Amount In Client Curr	Sum of the Margin Charge Total amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Margin Charge Amount In Project Curr	Sum of the Margin Charge Total amounts in Project Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Margin Charge Percentage By Cost	This is the Margin Charge Percentage by Cost calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Margin Charge Percentage By Revenue	This is the Margin Charge Percentage by Revenue calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Margin Percentage By Cost	This is the Margin Percentage by Cost calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Margin Percentage By Revenue	This is the Margin Percentage by Revenue calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Margin Role Amount In Base Curr	Sum of the Margin Role Total amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Margin Role Amount In Client Curr	Sum of the Margin Role Total amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Margin Role Amount In Project Curr	Sum of the Margin Role Total amounts in Project Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Margin Role Percentage By Cost	This is the Margin Role Percentage by Cost calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Margin Role Percentage By Revenue	This is the Margin Role Percentage by Revenue calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Net Labor Amount In Base Curr	Total Actual Labor Revenue - Total Actual Cost Labor in Base Currency.
Total Actual Net Labor Amount In Client Curr	Total Actual Labor Revenue - Total Actual Cost Labor in Client Currency.
Total Actual Net Labor Amount In Project Curr	Total Actual Labor Revenue - Total Actual Cost Labor in Project Currency.
Total Actual Net Margin Amount In Base Curr	Total Actual Revenue - Total Actual Cost in Base Currency.
Total Actual Net Margin Amount In Client Curr	Total Actual Revenue - Total Actual Cost in Client Currency.
Total Actual Net Margin Amount In Project Curr	Total Actual Revenue - Total Actual Cost in Project Currency.
Total Actual Net Margin Percentage	Net % Margin = (Total Actual Net Margin/Total Actual Revenue) * 100
Total Actual Net Margin Percentage Labor	Net Labor % Margin = (Total Actual Net Labor Margin/Total Actual Labor Revenue) * 100
Total Actual Net Margin Percentage Non Labor	Net Non-Labor % Margin = (Total Actual Net Non-Labor Margin/Total Actual Non-Labor Revenue) * 100
Total Actual Net Non Labor Amount In Base Curr	Total Actual Non Labor Revenue - Total Actual Cost Non Labor in Base Currency.
Total Actual Net Non Labor Amount In Client Curr	Total Actual Non Labor Revenue - Total Actual Cost Non Labor in Client Currency.
Total Actual Net Non Labor Amount In Project Curr	Total Actual Non Labor Revenue - Total Actual Cost Non Labor in Project Currency.
Total Actual Non Billable Time	Sum of the Non Billable Time calculated for the Actual Period up to the Start Date of the Current Period on the Combined View
Total Actual Non Billable Time Current Included	Sum of the Non Billable Time calculated for the Actual Period up to the Start Date of the Current Period including the actuals from the current Period on the Combined View.
Total Actual Payable Time	Sum of the Payable Time calculated for the Actual Period up to the Start Date of the Current Period on the Combined View.
Total Actual Payable Time Current Included	Sum of the Payable Time calculated for the Actual Period up to the Start Date of the Current Period including the actuals from the current Period on the Combined View
Total Actual Product Revenue Amount In Base Curr	Sum of the Product Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Product Revenue Amount In Client Curr	Sum of the Product Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Product Revenue Amount In Project Curr	Sum of the Product Revenue amounts in Project Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Recognizable Amount In Base Curr	Sum of the Recognizable Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Recognizable Amount In Client Curr	Sum of the Recognizable Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Recognizable Amount In Project Curr	Sum of the Recognizable Revenue amounts in Project Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Recognized Amount In Base Curr	Sum of recognized revenue in Base Currency from starting the Project up to Current Period on the Combined View.
Total Actual Recognized Amount In Client Curr	Sum of recognized revenue in Client Currency from starting the Project up to Current Period on the Combined View.
Total Actual Recognized Amount In Project Curr	Sum of recognized revenue in Project Currency from starting the Project up to Current Period on the Combined View.
Total Actual Recognized Labor Amount In Base Curr	Sum of recognized revenue in Base Currency from starting the Project up to Current Period on the Combined View.
Total Actual Recognized Labor Amount In Client Curr	Sum of recognized revenue in Client Currency from starting the Project up to Current Period on the Combined View.
Total Actual Recognized Labor Amount In Project Curr	Sum of recognized revenue in Project Currency from starting the Project up to Current Period on the Combined View.
Total Actual Recognized Non Labor Amount In Base Curr	Sum of recognized revenue in Base Currency from starting the Project up to Current Period on the Combined View.
Total Actual Recognized Non Labor Amount In Client Curr	Sum of recognized revenue in Client Currency from starting the Project up to Current Period on the Combined View.
Total Actual Recognized Non Labor Amount In Project Curr	Sum of recognized revenue in Project Currency from starting the Project up to Current Period on the Combined View.
Total Actual Revenue Amount In Base Curr	Sum of the Combined Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Revenue Amount In Client Curr	Sum of the Combined Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Revenue Amount In Project Curr	Sum of the Combined Revenue amounts in Project Currency calculated up to the Start Date of the Current Period on the Combined View
Total Actual Role Cost Amount In Base Curr	Sum of the Combined Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Role Cost Amount In Client Curr	Sum of the Combined Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Role Cost Amount In Project Curr	Sum of the Combined Revenue amounts in Project Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Role Revenue Amount In Base Curr	Sum of the Combined Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Role Revenue Amount In Client Curr	Sum of the Combined Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Role Revenue Amount In Project Curr	Sum of the Combined Revenue amounts in Project Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Revenue Sub Total Amount In Base Curr	Sum of all added sub-category Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Revenue Sub Total Amount In Client Curr	Sum of all added sub-category Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Revenue Sub Total Amount In Project Curr	Sum of all added sub-category Revenue amounts in Project Currency calculated up to the Start Date of the Current Period on the Combined View.
Total Actual Time	Sum of Time calculated for the Actual Period up to the Start Date of the Current Period on the Combined View.
Total Actual Time Current Included	Sum of Time calculated for the Actual Period up to the Start Date of the Current Period including the actuals from the current Period on the Combined View.

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.

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 Currency

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

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.

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 Portfolios

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.