The WIP Data Source can help you gain visibility into financial and operational aspects of Work In Progress (WIP) across Projects. With Views like WIP Accrual Batch, WIP Project Details, and WIP Project Policy, you can build reports to track the valuation and status of ongoing work, assess project-level accruals, and ensure alignment with accounting policies. Reporting is supported by Project, Client, Currency, and Portfolio Scopes, making this Data Source essential for accurate WIP tracking, financial planning, compliance, and project performance analysis.
This article lists all the Fields available for each View currently supported under the WIP 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
- Company Currency
- Milestone
- Portfolio
- Project
- Project Manager
- Scope - All Projects
- Scope - Available Projects
- Scope - My Portfolios
- Scope - My Projects
- WIP Accrual Batch
- WIP Project Details
- WIP Project Policy
Note: This page is being updated as new information becomes available.
Base Currency
Base Currency
| Field Name | Description | Type |
|---|---|---|
| Base Currency Code | This is the Base Currency Code. |
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| Base Currency Description | This is the Base Currency Description. |
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| Base Currency Symbol | This is the Base Currency Symbol. |
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Client
Client
| Field Name | Description | Type |
|---|---|---|
| Client | This is the Name of the Client. |
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| Client Account Executive First Name | This is the First name of the Client's Account Executive. |
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| Client Account Executive Last Name | This is the Last name of the Client's Account Executive. |
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| Client Address Line 1 | This is the first line of the Client's Address. |
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| Client Address Line 2 | This is the second line of the Client's Address. |
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| Client Annual Revenue | This is the Annual Revenue of the Client (as defined on the CRM tab of Client Edit). |
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| Client City | This is the Client's City. |
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| Client Company | This is the Company of the Client. |
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| Client Company Type | This is the Company type of the Client (as defined on the CRM tab of Client Edit). |
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| Client Country | This is the Country of the Client. |
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| Client Country Code | This is the Country Code of the Client. |
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| Client Date Created | This is the Date and Time the Client was created on. |
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| Client Date Modified | This is the Date and Time the Client was updated on. |
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| Client Department | This is the Department of the Client. |
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| Client Description | This is the Description of the Client. |
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| Client Division | This is the Division of the Client. |
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| Client Email | This is the Email address of the Client. |
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| Client Employees | This is the number of Employees of the Client (as defined on the CRM tab of Client Edit). |
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| Client Exchange Rate | This identifies which Exchange rate should be used for invoicing (e.g. entry date, invoice start date, invoice end date). |
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| Client Fax | This is the Fax number of the Client. |
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| Client Fiscal End Date | This is the Fiscal End Date of the Client (as defined on the CRM tab of Client Edit). |
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| Client Id | This is the Id of the Client. |
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| Client Industry | This is the Industry of the Client (as defined on the CRM tab of Client Edit). |
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| Client Invoice Issuer Contact First Name | This is the first name of the Issuer contact of the Client. |
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| Client Invoice Issuer Contact Last Name | This is the Last Name of the Invoice Issuer Contact of the Client. |
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| Client Invoice To The Attn Of First Name | This is the First name of the Client contact in the To the attention of field. |
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| Client Invoice To The Attn Of Last Name | This is the Last name of the Client contact in the To the attention of field. |
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| Client Is Active | This defines whether the Client is Active (Yes/No) |
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| Client Ownership | This is the Ownership of the Client (as defined on the CRM tab of Client Edit). |
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| Client Payment Term | This is the Payment Term for the Client. |
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| Client Phone | This is the Phone number of the Client. |
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| Client Purchase | This is the Purchased field of the Client (as defined on the CRM tab of Client Edit). |
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| Client Rating | This is the Rating of the Client (as defined on the CRM tab of Client Edit). |
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| Client Reference Customer | This is the Reference customer field of the Client (as defined on the CRM tab of Client Edit). |
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| Client Referred By | This is the Referred by field (as defined on the CRM tab of Client Edit). |
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| Client Sic Code | This is the SIC Code of the Client (as defined on the CRM tab of Client Edit). |
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| Client State Province | This is the State/Province of the Client. |
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| Client State Province Code | This is the State/Province code of the Client |
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| Client Status | This is the Status of the Client (as defined on the CRM tab of Client Edit). |
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| Client Status Comment | This is the Status comment of the Client (as defined on the CRM tab of Client Edit). |
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| Client Tax Group | This is the Tax Group of the Client. |
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| Client Ticker Symbol | This is the Ticker Symbol of the Client (as defined on the CRM tab of Client Edit). |
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| Client Type | This is the Client type of the Client. |
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| Client Web Site | This is the Web Site of the Client (as defined on the CRM tab of Client Edit). |
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| Client Zip Postal Code | This is the Zip/Postal code of the Client. |
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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. |
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| Client Created By User Last Name | This will display the Last name of the User that created the Client. |
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| Client Created By User Name | This will display the User name of the User that created the Client. |
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Client Currency
Client Currency
| Field Name | Description | Type |
|---|---|---|
| Client Currency Code | This is the Client Currency Code. |
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| Client Currency Description | This is the Client Currency Description. |
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| Client Currency Symbol | This is the Client Currency Symbol. |
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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. |
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| Client Modified By User Last Name | This will display the Last name of the User that updated the Client. |
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| Client Modified By User Name | This will display the User name of the User that updated the Client. |
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Company Currency
Company Currency
| Field Name | Description | Type |
|---|---|---|
| Currency Code | This is the Company Currency Code. |
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| Currency Description | This is the Company Currency Description. |
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| Currency Symbol | This is the Company Currency Symbol. |
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Milestone
Milestone
| Field Name | Description | Type |
|---|---|---|
| Billing Milestone | This defines whether the milestone is a billing milestone (1) or not (0). |
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| Milestone | This is the name of the milestone. |
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| Milestone Actual Completion Date | This is the actual completion date of the milestone. |
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| Milestone Actual Completion Date Month | This is the actual completion date of the milestone (Aggregate Date - Month). |
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| Milestone Actual Completion Date Month Year | This is the actual completion date of the milestone (Aggregate Date - Month Year). |
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| Milestone Actual Completion Date Quarter | This is the actual completion date of the milestone (Aggregate Date - Quarter). |
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| Milestone Actual Completion Date Quarter Year | This is the actual completion date of the milestone (Aggregate Date - Quarter Year). |
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| Milestone Actual Completion Date Week | This is the actual completion date of the milestone (Aggregate Date - Week). |
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| 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. |
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| 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). |
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| 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). |
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| 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). |
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| Milestone Amount Percentage | This is the amount percentage of the milestone billing rule (corresponds to the amt(%) field of the milestone billing rule). |
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| Milestone Billing Date | This is the billing date of the milestone. |
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| Milestone Billing Date Month | This is the billing date of the milestone (Aggregate Date - Month). |
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| Milestone Billing Date Month Year | This is the billing date of the milestone (Aggregate Date - Month Year). |
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| Milestone Billing Date Quarter | This is the billing date of the milestone (Aggregate Date - Quarter). |
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| Milestone Billing Date Quarter Year | This is the billing date of the milestone (Aggregate Date - Quarter Year). |
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| Milestone Billing Date Week | This is the billing date of the milestone (Aggregate Date - Week). |
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| Milestone Billing Date Year | This is the billing date of the milestone (Aggregate Date - Year). |
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| Milestone Completion Type | This is the completion type of the milestone. |
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| Milestone Invoice Number | This is the invoice number in which the milestone charge is included. |
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| Milestone Is Invoiced | This defines whether the milestone is invoiced or not. Will display 0 or 1. |
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| Milestone Link | This is the Name of the Milestone with a link to the corresponding Milestone Edit page. |
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| Milestone Percent Complete | This is the % Complete of the milestone. |
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| Milestone State | This is the state of the milestone. |
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| Milestone Status | This is the status of the milestone. Will display the color name that’s in the database. |
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| Milestone Target Completion Date | This is the target completion date of the milestone |
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| Milestone Target Completion Date Month | This is the target completion date of the milestone (Aggregate Date - Month). |
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| Milestone Target Completion Date Month Year | This is the target completion date of the milestone (Aggregate Date - Month Year). |
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| Milestone Target Completion Date Quarter | This is the target completion date of the milestone (Aggregate Date - Quarter). |
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| Milestone Target Completion Date Quarter Year | This is the target completion date of the milestone (Aggregate Date - Quarter Year). |
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| Milestone Target Completion Date Week | This is the target completion date of the milestone (Aggregate Date - Week). |
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| Milestone Target Completion Date Year | This is the target completion date of the milestone (Aggregate Date - Year). |
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| 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). |
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| 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). |
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| 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). |
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Portfolio
Portfolio
| Field Name | Description | Type |
|---|---|---|
| Portfolio | This is the name of the Portfolio associated to the Project. |
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| Portfolio Code | This is the Portfolio Code. |
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| Portfolio Description | This is the Portfolio Description. |
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| Portfolio Id | This is the Id of the Portfolio. |
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| Portfolio Is active | This defines whether the Portfolio is Active. This will show 0 (for suspended) or 1 (for active). |
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| Portfolio Parent | This is the Parent Portfolio. |
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| Portfolio Project Workflow | This is the Portfolio Project Workflow. |
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Project
Project
| Field Name | Description | Type |
|---|---|---|
| Project | This is the Name of the Project. |
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| Project Actual End | This is the Actual End date of the Project; latest Time Entry date. |
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| Project Actual End Month | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month). |
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| Project Actual End Month Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month Year). |
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| Project Actual End Quarter | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter). |
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| Project Actual End Quarter Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter Year). |
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| Project Actual End Week | This is the Actual End date of the project; latest Time Entry date (Aggregate Date - Week). |
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| Project Actual End Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Year). |
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| Project Actual Start | This is the Actual Start date of the Project; earliest Time Entry date. |
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| Project Actual Start Month | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month). |
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| Project Actual Start Month Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month Year). |
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| Project Actual Start Quarter | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter). |
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| Project Actual Start Quarter Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter Year). |
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| Project Actual Start Week | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Week). |
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| Project Actual Start Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Year). |
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| Project Code | This is the Project Code. |
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| Project Company | This is the accounting Company associated to the Project. |
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| Project Contact | This will display the Project Contact Name (Last Name, First Name). If multiple Contacts exist, they will be separated by a --. |
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| Project Date Created | This is the Date and Time the Project was created on. |
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| Project Description | This is the Description of the Project. |
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| Project End | This is the End date of the Project. |
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| Project Health | This is the Health of the Project. |
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| Project Id | This is the Id of the Project. |
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| Project Is Active | This defines whether the Project is Active. This will show 0 (for Suspended) or 1 (for Active). |
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| Project Link | This is the Name of the Project with a link to the corresponding Project Edit page. |
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| Project Parent | This is the Parent Project Name of the Project. |
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| Project Priority | This is the Priority of the Project. |
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| Project Start | This is the Start date of the Project. |
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| Project State | This is the State of the Project. |
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| Project Sum of Allocated Hours | This is the sum of Allocated Hours of a Project (in hours). |
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| Project Sum of Planned Hours | This is the sum of Planned work Hours of a Project (in hours). |
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| Project Tracking No | This is the Tracking # of the Project. |
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| Project Workflow | This is the Workflow associated to the Project. |
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Project Manager
Project Manager
| Field Name | Description | Type |
|---|---|---|
| Project Manager First Name | This is the First name of the Project Manager. |
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| Project Manager Id | This is the Id of the Project Manager. |
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| Project Manager Last Name | This is the Last name of the Project Manager. |
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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 - My Portfolios
Scope - My Portfolios
| 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. |
WIP Accrual Batch
WIP Accrual Batch
| Field Name | Description | Type |
|---|---|---|
| WIP Accrual Batch Date | This is the WIP Accrual Batch Date. |
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| WIP Accrual Batch Date Month | This is the WIP Accrual Batch Date (Aggregate Date - Month). |
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| WIP Accrual Batch Date Month Year | This is the WIP Accrual Batch Date (Aggregate Date - Month Year) |
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| WIP Accrual Batch Date Quarter | This is the WIP Accrual Batch Date (Aggregate Date - Quarter). |
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| WIP Accrual Batch Date Quarter Year | This is the WIP Accrual Batch Date (Aggregate Date - Quarter Year). |
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| WIP Accrual Batch Date Week | This is the WIP Accrual Batch Date (Week). |
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| WIP Accrual Batch Date Year | This is the WIP Accrual Batch Date (Year). |
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| WIP Accrual Batch Is Exported | This defines whether the WIP Accrual Batch is Exported to the accounting system. This will show No (for not exported) or Yes (for exported). |
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| WIP Accrual Batch Is Posted | This defines whether the WIP Accrual Batch is Posted. This will show No (for not posted) or Yes (for posted). |
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| WIP Accrual Batch Number | This is the WIP Accrual Batch #. |
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WIP Project Details
WIP Project Details
| Field Name | Description | Type |
|---|---|---|
| Charge WIP Amount In Base Curr | This is the Charge WIP Amount in the Base Currency. |
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| Charge WIP Amount In Client Curr | This is the Charge WIP Amount in the Client Currency. |
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| Charge WIP Amount In Company Curr | This is the Charge WIP Amount in the Company Currency. |
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| Expense WIP Amount In Base Curr | This is the Exepense WIP Amount in the Base Currency. |
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| Expense WIP Amount In Client Curr | This is the Exepense WIP Amount in the Client Currency. |
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| Expense WIP Amount In Company Curr | This is the Exepense WIP Amount in the Company Currency. |
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| Fixed Price WIP Actual Hours | This is the actual hours included in the WIP Accrual Batch for the Project (in the case where Fixed Price with Average Rate is being used). |
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| Fixed Price WIP Amount In Base Curr | This is the WIP Amount in the Base Currency for the Project (in the case where Fixed Price with Average Rate is being used). |
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| Fixed Price WIP Amount In Client Curr | This is the WIP Amount in the Client Currency for the Project (in the case where Fixed Price with Average Rate is being used). |
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| Fixed Price WIP Amount In Company Curr | This is the WIP Amount in the Company Currency for the Project (in the case where Fixed Price with Average Rate is being used). |
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| Fixed Price WIP Percent Complete Milestone | This is the WIP % complete for the Project (in the case where Fixed Price with Average Rate is being used). |
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| WIP Amount In Base Curr | This is the WIP Milestone Amount in the Base Currency. |
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| Milestone WIP Amount In Client Curr | This is the WIP Milestone Amount in the Client Currency. |
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| Milestone WIP Amount In Company Curr | This is the WIP Milestone Amount in the Company Currency. |
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| Product WIP Amount In Base Curr | This is the Product WIP Amount in the Base Currency. |
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| Product WIP Amount In Client Curr | This is the Product WIP Amount in the Client Currency. |
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| Product WIP Amount In Company Curr | This is the Product WIP Amount in the Company Currency. |
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| Project WIP Accrued Rev In Base Curr | This is the Accrued (recognized) revenue for the Project in the Base Currency. |
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| Project WIP Accrued Rev In Client Curr | This is the Accrued (recognized) revenue for the Project in the Client Currency. |
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| Project WIP Accrued Rev In Company Curr | This is the Accrued (recognized) revenue for the Project in the Company Currency. |
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| Project WIP Amount To Recognize In Base Curr | This is the total WIP Amount of the Project in the Base Currency. |
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| Project WIP Amount To Recognize In Client Curr | This is the total WIP Amount of the Project in the Client Currency. |
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| Project WIP Amount To Recognize In Company Curr | This is the total WIP Amount of the Project in the Company Currency. |
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| Time WIP Amount In Base Curr | This is the time WIP Amount in the Base Currency. |
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| Time WIP Amount In Client Curr | This is the time WIP Amount in the Client Currency. |
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| Time WIP Amount In Company Curr | This is the time WIP Amount in the Company Currency. |
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| WIP Company Id | This is the WIP Company Id. |
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| WIP Company Name | This is the WIP Company Name. |
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| WIP Milestone Percent Complete | This is the % Complete of the Milestone as defined in the WIP Accrual Batch. |
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WIP Project Policy
WIP Project Policy
| Field Name | Description | Type |
|---|---|---|
| Can Override Percent Complete | This defines whether the User can override the % Complete in the WIP Accrual Batch. This will show Yes (for cannot override) or No (for can override). |
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| Use System Milestone Percent Complete | This defines whether to use the system calculated % Complete for Milestones in the recognition (in the case where Percent Complete is being used). This will show No (for cannot override) or Yes (for can override). |
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| WIP Policy Expected Revenue | This is the Total Revenue defined for the recognition (in the case where Fixed Price with Average Rate is being used). |
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| WIP Policy Is Charge Included | This defines whether Charges are included in the WIP Policy (in the case where Time & Materials is being used). This will show No (for do not include) or Yes (for include). |
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| WIP Policy Is Expense Included | This defines whether Expenses are included in the WIP Policy (in the case where Time & Materials is being used). This will show No (for do not include) or Yes (for include). |
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| WIP Policy Is Product Included | This defines whether Products are included in the WIP Policy (in the case where Time & Materials is being used). This will show No (for do not include) or Yes (for include). |
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| WIP Policy Is Time Included | This defines whether time entries are included in the WIP Policy (in the case where Time & Materials is being used). This will show No (for do not include) or Yes (for include). |
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| WIP Policy Rule Average Rate | This is the average rate defined for the WIP Policy Rule (in the case where Fixed Price with Average Rate is being used). |
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| WIP Policy Rule Budgeted Hours | This is the Budgeted Hours defined for the WIP Policy Rule (in the case where Fixed Price with Average Rate is being used). |
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| WIP Policy Rule Type | This is the name of the WIP Policy Rule Type. |