Project Planning Data Source and related views

The Project Planning Data Source supports detailed reporting on project planning elements such as Tasks, Milestones, Dependencies, Baselines, and Schedule Items. Using the available Views including Project Planner Assignment, Baseline, and Project Planner Dependency, you can build reports to track project progress, identify scheduling risks, and evaluate planning accuracy. This data source is particularly useful for schedule analysis, milestone tracking, and performance assessments across Projects and Portfolios.

This article lists all the Fields available for each View currently supported under the Project Planning 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.

• Client
• Client Created By User
• Client Modified By User
• Creator
• Milestone
• Portfolio
• Portfolio Manager
• Project
• Project Manager
• Scope - All Projects
• Scope - Available Projects
• Scope - Client Contacts
• Scope - My Portfolios
• Scope - My Projects
• Task
• Project Planner Assignment
• Project Planner Baseline
• Project Planner Dependency
• Project Planner Schedule Item
• User
• Work Type

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

Client

Client

Field Name	Description	Type
Client	This is the Name of the Client.
Client Account Executive First Name	This is the First name of the Client's Account Executive.
Client Account Executive Last Name	This is the Last name of the Client's Account Executive.
Client Address Line 1	This is the first line of the Client's Address.
Client Address Line 2	This is the second line of the Client's Address.
Client Annual Revenue	This is the Annual Revenue of the Client (as defined on the CRM tab of Client Edit).
Client City	This is the Client's City.
Client Company	This is the Company of the Client.
Client Company Type	This is the Company type of the Client (as defined on the CRM tab of Client Edit).
Client Country	This is the Country of the Client.
Client Country Code	This is the Country Code of the Client.
Client Date Created	This is the Date and Time the Client was created on.
Client Date Modified	This is the Date and Time the Client was updated on.
Client Department	This is the Department of the Client.
Client Description	This is the Description of the Client.
Client Division	This is the Division of the Client.
Client Email	This is the Email address of the Client.
Client Employees	This is the number of Employees of the Client (as defined on the CRM tab of Client Edit).
Client Exchange Rate	This identifies which Exchange rate should be used for invoicing (e.g. entry date, invoice start date, invoice end date).
Client Fax	This is the Fax number of the Client.
Client Fiscal End Date	This is the Fiscal End Date of the Client (as defined on the CRM tab of Client Edit).
Client Id	This is the Id of the Client.
Client Industry	This is the Industry of the Client (as defined on the CRM tab of Client Edit).
Client Invoice Issuer Contact First Name	This is the first name of the Issuer contact of the Client.
Client Invoice Issuer Contact Last Name	This is the Last Name of the Invoice Issuer Contact of the Client.
Client Invoice To The Attn Of First Name	This is the First name of the Client contact in the To the attention of field.
Client Invoice To The Attn Of Last Name	This is the Last name of the Client contact in the To the attention of field.
Client Is Active	This defines whether the Client is Active (Yes/No)
Client Ownership	This is the Ownership of the Client (as defined on the CRM tab of Client Edit).
Client Payment Term	This is the Payment Term for the Client.
Client Phone	This is the Phone number of the Client.
Client Purchase	This is the Purchased field of the Client (as defined on the CRM tab of Client Edit).
Client Rating	This is the Rating of the Client (as defined on the CRM tab of Client Edit).
Client Reference Customer	This is the Reference customer field of the Client (as defined on the CRM tab of Client Edit).
Client Referred By	This is the Referred by field (as defined on the CRM tab of Client Edit).
Client Sic Code	This is the SIC Code of the Client (as defined on the CRM tab of Client Edit).
Client State Province	This is the State/Province of the Client.
Client State Province Code	This is the State/Province code of the Client
Client Status	This is the Status of the Client (as defined on the CRM tab of Client Edit).
Client Status Comment	This is the Status comment of the Client (as defined on the CRM tab of Client Edit).
Client Tax Group	This is the Tax Group of the Client.
Client Ticker Symbol	This is the Ticker Symbol of the Client (as defined on the CRM tab of Client Edit).
Client Type	This is the Client type of the Client.
Client Web Site	This is the Web Site of the Client (as defined on the CRM tab of Client Edit).
Client Zip Postal Code	This is the Zip/Postal code of the Client.

Client Created By User

Client Created By User

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

Client Modified By User

Client Modified By User

Field Name	Description	Type
Client Modified By User First Name	This will display the First name of the User that updated the Client.
Client Modified By User Last Name	This will display the Last name of the User that updated the Client.
Client Modified By User Name	This will display the User name of the User that updated the Client.

Creator

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.

Milestone

Milestone

Field Name	Description	Type
Billing Milestone	This defines whether the milestone is a billing milestone (1) or not (0).
Milestone	This is the name of the milestone.
Milestone Actual Completion Date	This is the actual completion date of the milestone.
Milestone Actual Completion Date Month	This is the actual completion date of the milestone (Aggregate Date - Month).
Milestone Actual Completion Date Month Year	This is the actual completion date of the milestone (Aggregate Date - Month Year).
Milestone Actual Completion Date Quarter	This is the actual completion date of the milestone (Aggregate Date - Quarter).
Milestone Actual Completion Date Quarter Year	This is the actual completion date of the milestone (Aggregate Date - Quarter Year).
Milestone Actual Completion Date Week	This is the actual completion date of the milestone (Aggregate Date - Week).
Milestone Actual Completion Date Year	This is the actual completion date of the milestone (Aggregate Date - Year).
Milestone Actual Percent Complete	This is the system calculated % Complete of the milestone.
Milestone Amount in Base Curr	This is the amount of the milestone in the Base Currency (corresponds to the Amount field of the milestone billing rule).
Milestone Amount in Client Curr	This is the amount of the milestone in the client currency (corresponds to the Amount field of the milestone billing rule).
Milestone Amount in Milestone Curr	This is the amount of the milestone in the milestone billing rule currency (corresponds to the Amount field of the milestone billing rule).
Milestone Amount Percentage	This is the amount percentage of the milestone billing rule (corresponds to the amt(%) field of the milestone billing rule).
Milestone Billing Date	This is the billing date of the milestone.
Milestone Billing Date Month	This is the billing date of the milestone (Aggregate Date - Month).
Milestone Billing Date Month Year	This is the billing date of the milestone (Aggregate Date - Month Year).
Milestone Billing Date Quarter	This is the billing date of the milestone (Aggregate Date - Quarter).
Milestone Billing Date Quarter Year	This is the billing date of the milestone (Aggregate Date - Quarter Year).
Milestone Billing Date Week	This is the billing date of the milestone (Aggregate Date - Week).
Milestone Billing Date Year	This is the billing date of the milestone (Aggregate Date - Year).
Milestone Completion Type	This is the completion type of the milestone.
Milestone Invoice Number	This is the invoice number in which the milestone charge is included.
Milestone Is Invoiced	This defines whether the milestone is invoiced or not. Will display 0 or 1.
Milestone Link	This is the Name of the Milestone with a link to the corresponding Milestone Edit page.
Milestone Percent Complete	This is the % Complete of the milestone.
Milestone State	This is the state of the milestone.
Milestone Status	This is the status of the milestone. Will display the color name that’s in the database.
Milestone Target Completion Date	This is the target completion date of the milestone
Milestone Target Completion Date Month	This is the target completion date of the milestone (Aggregate Date - Month).
Milestone Target Completion Date Month Year	This is the target completion date of the milestone (Aggregate Date - Month Year).
Milestone Target Completion Date Quarter	This is the target completion date of the milestone (Aggregate Date - Quarter).
Milestone Target Completion Date Quarter Year	This is the target completion date of the milestone (Aggregate Date - Quarter Year).
Milestone Target Completion Date Week	This is the target completion date of the milestone (Aggregate Date - Week).
Milestone Target Completion Date Year	This is the target completion date of the milestone (Aggregate Date - Year).
Milestone Total in Base Curr	This is the total amount of the milestone in the Base Currency (corresponds to the Total field of the milestone billing rule).
Milestone Total in Client Curr	This is the total amount of the milestone in the client currency (corresponds to the Total field of the milestone billing rule).
Milestone Total in Milestone Curr	This is the total amount of the milestone in the milestone billing rule currency (corresponds to the Total field of the milestone billing rule).

Portfolio

Portfolio

Field Name	Description	Type
Portfolio	This is the name of the Portfolio associated to the Project.
Portfolio Code	This is the Portfolio Code.
Portfolio Description	This is the Portfolio Description.
Portfolio Id	This is the Id of the Portfolio.
Portfolio Is active	This defines whether the Portfolio is Active. This will show 0 (for suspended) or 1 (for active).
Portfolio Parent	This is the Parent Portfolio.
Portfolio Project Workflow	This is the Portfolio Project Workflow.

Portfolio Manager

Portfolio Manager

Field Name	Description	Type
Portfolio Manager First Name	This is the First name of the Portfolio Manager.
Portfolio Manager Is Active	This defines whether the Portfolio Manager is Active. This will show 0 (for suspended) or 1 (for active).
Portfolio Manager Last Name	This is the Last name of the Portfolio Manager.

Project

Project

Field Name	Description	Type
Project	This is the Name of the Project.
Project Actual End	This is the Actual End date of the Project; latest Time Entry date.
Project Actual End Month	This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month).
Project Actual End Month Year	This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month Year).
Project Actual End Quarter	This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter).
Project Actual End Quarter Year	This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter Year).
Project Actual End Week	This is the Actual End date of the project; latest Time Entry date (Aggregate Date - Week).
Project Actual End Year	This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Year).
Project Actual Start	This is the Actual Start date of the Project; earliest Time Entry date.
Project Actual Start Month	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month).
Project Actual Start Month Year	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month Year).
Project Actual Start Quarter	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter).
Project Actual Start Quarter Year	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter Year).
Project Actual Start Week	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Week).
Project Actual Start Year	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Year).
Project Code	This is the Project Code.
Project Company	This is the accounting Company associated to the Project.
Project 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 Manager

Project Manager

Field Name	Description	Type
Project Manager First Name	This is the First name of the Project Manager.
Project Manager Id	This is the Id of the Project Manager.
Project Manager Last Name	This is the Last name of the Project Manager.

Scope - All Projects

Scope - All Projects

Field Name	Description	Type
Login Name	This is the Logon name of the logged in User.

Scope - Available Projects

Scope - Available Projects

Field Name	Description	Type
Login Name	This is the Logon name of the logged in User.

Scope - Client Contacts

Scope - Client Contacts

Field Name	Description	Type
Login Name	This is the Logon name of the logged in User.

Scope - My 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.

Task

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.
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.

Project Planner Assignment

Project Planner Assignment

Field Name	Description	Type
Assignment Allocated Time	This is the value displayed under Project Planner Allocated Hours.
Assignment Is Hard Booking	This determines if the Assignment is Hard Booking.
Assignment Is Role Assignment	This value determines if the Project Planning Assignment is for a Role.

Project Planner Baseline

Project Planner Baseline

Field Name	Description	Type
Baseline Description	This is the Description of the Baseline.
Baseline Item Actual Hours	This is the Actual Hours of the Schedule item when the Baseline was created.
Baseline Item Allocated Hours	This is the Allocated Hours of the Schedule item when the Baseline was created.
Baseline Item Duration	This is the Duration in days of the Schedule item when the Baseline was created.
Baseline Item End	This is the End Date of the Schedule item when the Baseline was created.
Baseline Item End Month	This is the End Date of the Schedule item when the Baseline was created (Aggregate Date - Month)
Baseline Item End Month Year	This is the End Date of the Schedule item when the Baseline was created (Aggregate Date - Month Year).
Baseline Item End Quarter	This is the End Date of the Schedule item when the Baseline was created (Aggregate Date - Quarter).
Baseline Item End Quarter Year	This is the End Date of the Schedule item when the Baseline was created (Aggregate Date - Quarter Year).
Baseline Item End Year	This is the End Date of the Schedule item when the Baseline was created (Aggregate Date - Year).
Baseline Item Guid	This is the GUId of the Schedule item.
Baseline Item Planned Hours	This is the planned hours of the Schedule item when the Baseline was created.
Baseline Item Start	This is the Start Date of the Schedule item when the Baseline was created.
Baseline Item Start Month	This is the Start Date of the Schedule item when the Baseline was created (Aggregate Date - Month).
Baseline Item Start Month Year	This is the Start Date of the Schedule item when the Baseline was created (Aggregate Date - Month Year).
Baseline Item Start Quarter	This is the Start Date of the Schedule item when the Baseline was created (Aggregate Date - Quarter).
Baseline Item Start Quarter Year	This is the Start Date of the Schedule item when the Baseline was created (Aggregate Date - Quarter Year).
Baseline Item Start Year	This is the Start Date of the Schedule item when the Baseline was created (Aggregate Date - Year).
Baseline Item Type	This is the type of the Schedule item when the Baseline was created (Milestone, Task, Summary Task).
Baseline Name	This is the Baseline Name.

Project Planner Dependency

Project Planner Dependency

Field Name	Description	Type
Dependency Lag	This is the Lag of the dependency (in days).
Dependency Type	This is the dependency Type (Start to Start or End To Start).
Item Guid	This is the GUId of the Schedule item.
Item Id	This is the Id of the Schedule item.
Item Name	This is the Name of the Schedule item.
Item Type	This is the Type of the Schedule item (Milestone, Task, Summary Task).
Predecessor Guid	This is the GUId of the Predecessor item.
Predecessor Item Id	This is the Id of the Predecessor item.
Predecessor Item Name	This is the Name of the Predecessor item.
Predecessor Type	This is the type of the Predecessor item (Milestone, Task, Summary Task).

Project Planner Schedule Item

Project Planner Schedule Item

Field Name	Description	Type
Item Constraint	This is the Constraint type of the Schedule item (Finish On, Start On, As soon as Possible).
Item Constraint Date	This is the Constraint Date based on Start On or Finish On Constraint.
Item Constraint Date Month	This is the Constraint Date based on Start On or Finish On Constraint (Aggregate Date - Month).
Item Constraint Date Month Year	This is the Constraint Date based on Start On or Finish On Constraint (Aggregate Date - Month Year).
Item Constraint Date Quarter	This is the Constraint Date based on Start On or Finish On Constraint (Aggregate Date - Quarter).
Item Constraint Date Quarter Year	This is the Constraint Date based on Start On or Finish On Constraint (Aggregate Date - Quarter Year).
Item Constraint Date Year	This is the Constraint Date based on Start On or Finish On Constraint (Aggregate Date - Year).
Item Duration	This is the Duration of the Schedule item.
Item End	This is the End Date of the Schedule item.
Item End Month	This is the End Date of the Schedule item (Aggregate Date - Month).
Item End Month Year	This is the End Date of the Schedule item (Aggregate Date - Month Year).
Item End Quarter	This is the End Date of the Schedule Item (Aggregate Date - Quarter).
Item End Quarter Year	This is the End Date of the Schedule item (Aggregate Date - Quarter Year).
Item End Year	This is the End Date of the Schedule item (Aggregate Date - Year).
Item Guid	This is the GUId of the Schedule item.
Item Id	This is the Id of the Schedule item.
Item Name	This is the Name of the Schedule item.
Item Parent Name	This is the Name of the Parent Task (Summary Task).
Item Percent Complete	This is the % Complete for the Schedule item.
Item Planned Work	This is the Planned Hours for the Schedule item.
Item Start	This is the Start Date of the Schedule item.
Item Start Month	This is the Start Date of the Schedule item (Aggregate Date - Month).
Item Start Month Year	This is the Start Date of the Schedule item (Aggregate Date - Month Year).
Item Start Quarter	This is the Start Date of the Schedule item (Aggregate Date - Quarter).
Item Start Quarter Year	This is the Start Date of the Schedule item (Aggregate Date - Quarter Year).
Item Start Year	This is the Start Date of the Schedule item (Aggregate Date - Year).
Item Sum Allocated Time	This is the sum of Allocated Hours for the Schedule item.
Item Type	This is the Type of the Schedule item (Milestone, Task, Summary Task).
Item WBS No	This is the WBS number of the Schedule item.

User

User

Field Name	Description	Type
User Address	This is the Address of the User.
User Alternate Phone	This is the Alternate Phone number of the User.
User Alternate Role	This is the Alternate Role of the User. When user has multiple roles, they are displayed as concatenated with --
User Business Phone	This is the Business Phone number of the User.
User Can Report On Any Client	This defines whether the User can report on any Client (Yes/No).
User Can Report On Any Group	This defines whether the User Can Report On Any Group (Yes/No).
User Can Report On Any Project	This defines whether the User Can Report On Any Project (Yes/No).
User Can Report On Any User	This defines whether the User Can Report On Any User (Yes/No).
User Date Created	This is the date and time when the User account was created.
User Date Modified*	This is the date and time when the User account was last modified.
User Description	This is the Description of the User.
User Email	This is the Email address of the User.
User Fax	This is the Fax number of the User.
User First Name	This is the First Name of the User.
User Gender	This is the User Gender.
User Hire Date	This is the Hire Date of the User.
User Holiday Set	This is the holiday set of the User.
User Id	This is the Id of the User.
User Is Active	This defines whether the User is Active (Yes/No).
User Is Decommissioned	This defines whether the User is Decommissioned. This will show 0 (for not decommissioned) or 1 (for decommissioned).
User Is Suspended	This defines whether the User is Suspended. This will show 0 (for not suspended) or 1 (for suspended).
User Language	This is the Language of the User.
User Last Evaluation Date	This is the Last Evaluation Date of the User.
User Last Login Date	This is the date and time when the User last logged into the system.
User Last Name	This is the Last Name of the User.
User Logon Name	This is the Logon Name of the User
User Mobile	This is the Mobile phone number of the User.
User Name	This is the User Name (Last Name, First Name).
User Next Evaluation Date	This is the Next Evaluation Date of the User.
User Pager	This is the Pager number of the User.
User Payment Method	This is the Default Payment Method of the User.
User Primary Role	This is the Primary Role of the User.
User Resource Type	This is the name of the (current) Resource Type.
User Resource Type Id	This is the Id of the (current) Resource Type.
User Security Role	This is the Security Role of the User.
User Service Date	This is the Service Date of the User.
User Termination Date	This is the Termination Date of the User.
User Title	This is the Title of the User.
User Type	This is the Type of the User.

Note: User Date Modified refers to the date when any changes are made to the User properties found in the Details tab, including its General, Personal, and Security sub-tabs. Modifications can include entering or selecting a new value for a field, updating, or deleting an existing value. This also covers changes made to associated User Defined Fields within the Details tab and its sub-tabs. It is noteworthy to mention that the User Date Modified fields are also triggered when a User Profile is saved without any modifications.

Work Type

Work Type

Field Name	Description	Type
Work Type	This is the Name of the Work Type.
Work Type Description	This is the Description of the Work Type.
Work Type ETC Enabled	This defines whether ETC is enabled on the Task. This will show 1 if ETC is enabled, 0 otherwise.
Work Type Id	This is the Id of the Work Type.
Work Type Is Active	This defines whether the Functional Group is Active (Yes/No)
Work Type Is Billable	This defines whether the Task is Billable. This will show 0 (for non-billable) or 1 (for billable).
Work Type Is Capitalized	This defines whether the Task is Capitalized. This will show 0 (for not capitalized) or 1 (for capitalized)
Work Type Is Funded	This defines whether the Task is Payable. This will show 0 (for not funded) or 1 (for funded)
Work Type Is Leave Time	This defines whether the Work Type is a Leave Time. This will show 1 if it is a leave time Work Type, 0 otherwise.
Work Type Is Payable	This defines whether the Task is Payable. This will show 0 (for not payable) or 1 (for payable).
Work Type Is R&D	This defines whether the Task is R&D. This will show 0 (for not R&D) or 1 (for R&D)
Work Type Parent	This is the Parent of the Work Type.
Work Type Used by Expense	This defines whether the Task can be used by Expenses.
Work Type Used by Money Charge	This defines whether the Task can be used by Money Charges.
Work Type Used by Product	This defines whether the Task can be used by Products.
Work Type Used by Purchase	This defines whether the Task can be used by Purchases.
Work Type Used by Resource Planning	This defines whether the Task can be used by Resource Planning.
Work Type Used by Time	This defines whether the Task can be used by Time.
Work Type Used by Work Process	This defines whether the Task can be used by Work Processes.