Invoice Entry Details Data Source and related views

The Invoice Entry Details Data Source provides detailed reporting capabilities on individual invoice entries, including financial information such as billing, cost, and company currencies. Using the available Views, you can build reports to analyze invoice data by Client, Project, Task, User, and Work Type, with insights into Project Team Roles and invoice summaries. This data source is ideal for tracking specific invoice line items and their financial impact across various Scopes and organizational levels.

This article lists all the Fields available for each View currently supported under the Invoice Entry Details Data Source in Upland Analytics.

When creating a report, select this data source to access the Views described below. Click any View name to see its available Fields and descriptions.

Alternate Project Manager
Base Currency
Billing Currency
Client
Client Created By User
Client Currency
Client Modified By User
Company Currency
Cost Currency
Invoice Currency
Invoice Entry Details
Invoice Summary
Project
Project Manager
Project Team Role
Scope - All Projects
Scope - Available Projects
Scope - Client Contacts
Scope - My Projects
Task
User
User Currency
Work Type

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

Alternate Project Manager

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

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.

Billing Currency

Field Name	Description	Type
Billing Currency Code	This is the Billing Currency Code of the Product Entry.
Billing Currency Description	This is the Billing Currency Description of the Product Entry.
Billing Currency Symbol	This is the Billing Currency Symbol of the Product Entry.

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.

Company Currency

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

Cost Currency

Field Name	Description	Type
Cost Currency Code	This is the Cost Currency Code of the Product Entry.
Cost Currency Description	This is the Cost Currency Description of the Product Entry.
Cost Currency Symbol	This is the Cost Currency Symbol of the Product Entry.

Invoice Currency

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

Invoice Entry Details

Field Name	Description	Type
Invoice Entry Billable Adjustment	This is the number of Billable Adjustment Time Hours.
Invoice Entry Billable Amount In Base Curr	This is the Billable Amount of the Invoice Entry in the Base Currency.
Invoice Entry Billable Amount In Client Curr	This is the Billable Amount of the Invoice Entry in the Client Currency.
Invoice Entry Billable Amount In Entry Curr	This is the Billable Amount of the Invoice Entry in the Entry Currency.
Invoice Entry Billable Amount In User Curr	This is the Billable Amount of the Invoice Entry in the User Currency.
Invoice Entry Billable Company Id	This is the id of the Company used for billing.
Invoice Entry Billable Company Name	This is the Name of the Company used for billing.
Invoice Entry Billable Double Overtime	This is the number of Billable Double overtime Hours.
Invoice Entry Billable Double Overtime Amount	This is the Billable Double overtime Amount in the Billing Currency.
Invoice Entry Billable Overtime	This is the number of Billable Overtime Hours.
Invoice Entry Billable Overtime Amount	This is the Billable Overtime Amount in the Billing Currency.
Invoice Entry Billable Regular Amount	This is the Billable Regular Time Amount in the Billing Currency.
Invoice Entry Billable Regular Time	This is the number of Billable Regular Hours.
Invoice Entry Billable Total Time	This is the total number of Billable Hours.
Invoice Entry Billable Total Time Amount	This is the total Billable Amount in the Billing Currency.
Invoice Entry Business Unit	This is the Name of the Business Unit associated to the Invoice Entry (applies to Time Entry).
Invoice Entry Date	This is the Invoice Entry date for each Entry; even when 2 entries are created against same Task/Item/Date with same Amount, 2 different rows will be displayed.
Invoice Entry Date Month	This is the Invoice Entry date for each Entry; even when 2 entries are created against same Task/Item/Date with same Amount, 2 different rows will be displayed (Aggregate Date - Month).
Invoice Entry Date Month Year	This is the Invoice Entry date for each Entry; even when 2 entries are created against same Task/Item/Date with same Amount, 2 different rows will be displayed (Aggregate Date - Month Year).
Invoice Entry Date Quarter	This is the Invoice Entry date for each Entry; even when 2 entries are created against same Task/Item/Date with same Amount, 2 different rows will be displayed (Aggregate Date - Quarter).
Invoice Entry Date Quarter Year	This is the Invoice Entry date for each Entry; even when 2 entries are created against same Task/Item/Date with same Amount, 2 different rows will be displayed (Aggregate Date - Quarter Year).
Invoice Entry Date Week	This is the Invoice Entry date for each Entry; even when 2 entries are created against same Task/Item/Date with same Amount, 2 different rows will be displayed (Aggregate Date - Week).
Invoice Entry Date Year	This is the Invoice Entry date for each Entry; even when 2 entries are created against same Task/Item/Date with same Amount, 2 different rows will be displayed (Aggregate Date - Year).
Invoice Entry Double Overtime	This is the number of Double overtime Hours.
Invoice Entry Expense Tracking Number	This is the Tracking # of the Expense Report that the Expense Entry is part of.
Invoice Entry Is Approved	This defines whether the Invoice Entry is approved (Yes/No).
Invoice Entry Is Billed	This defines whether the Invoice Entry is billed (Yes/No). This will show No (for not included in a posted invoice) or Yes (for included in a posted invoice).
Invoice Entry Is Capitalized	This defines whether the Invoice Entry is Capitalized (Yes/No).
Invoice Entry Is Completed	This defines whether the Invoice Entry is Completed (Yes/No).
Invoice Entry Is Funded	This defines whether the Invoice Entry is Funded (Yes/No).
Invoice Entry Is Payable	This defines whether the Invoice Entry is Payable (Yes/No).
Invoice Entry Is Posted	This defines whether the Invoice Entry is Posted (Yes/No).
Invoice Entry Is R&D	This defines whether the Invoice Entry is R&D (Yes/No).
Invoice Entry Is Reimbursable	This defines whether the Invoice Entry is Reimbursable (Yes/No).
Invoice Entry Is Reimbursed	This defines whether the Invoice Entry is Reimbursed (Yes/No).
Invoice Entry Is Revenue Recognized	This defines whether the Invoice Entry is Revenue Recognized (Yes/No).
Invoice Entry Is Taxable	This defines whether the Invoice Entry is Taxable (Yes/No).
Invoice Entry Is Used For Prepayment	This defines whether the Invoice Entry is flagged to be used for Prepayment (Yes/No).
Invoice Entry Item Category	This is the Invoice Entry Item Category (applies to Expense Entry).
Invoice Entry Item Name	This will be set to Expense, Charge or Product Item Name.
Invoice Entry Item Subtype	This is the Invoice Entry Item sub-type (applies to Expense Entry)
Invoice Entry Item Type	This is the Invoice Entry Item Type (applies to Expense Entry)
Invoice Entry Mark Up Amount In Entry Curr	This is the Markup Amount of the Invoice Entry (applies to Expense Entry).
Invoice Entry Mark Up Percentage	This is the Markup percentage of the Invoice Entry (applies to Expense Entry).
Invoice Entry Memo	This is the Memo of the Invoice Entry (applies to Expense Entry).
Invoice Entry Milestone Name	This will be set to the Milestone Name (applies to Charge Entries).
Invoice Entry Net Amount In Entry Curr	This is the Net Amount of the Invoice Entry (Amount without taxes).
Invoice Entry Non Payable Adjustment	This is the number of Non Payable Adjustment Time Hours.
Invoice Entry Non Payable Double Overtime	This is the number of Non Payable Double overtime Hours.
Invoice Entry Non Payable Overtime	This is the number of Non Payable Overtime Hours.
Invoice Entry Non Payable Regular Time	This is the number of Non Payable Regular Time Hours.
Invoice Entry Non Payable Total Time	This is the number of Non Payable Total Time Hours.
Invoice Entry Note	This is the Invoice Entry notes. If multiple notes exist, they will be separated by a --.
Invoice Entry Num Of Days	This is the Per Diem Number of Days (Expense Entry).
Invoice Entry Number Of Items	This is the number of Items of the Product Entry.
Invoice Entry Overtime	This is the number of Overtime Hours.
Invoice Entry Payable Amount In Base Curr	This is the Payable Amount of the Invoice Entry in the Base Currency.
Invoice Entry Payable Amount In Entry Curr	This is the Payable Amount of the Invoice Entry in the Entry Currency.
Invoice Entry Payable Amount In User Curr	This is the Payable Amount of the Invoice Entry in the User Currency.
Invoice Entry Payable Batch Number	This is the Payable Batch # in which the Entries are included.
Invoice Entry Payable Company	This is the Name of the Company used for Payable.
Invoice Entry Payable Company Id	This is the id of the Company used for Payable.
Invoice Entry Payable Double Overtime	This is the number of Payable Double overtime Hours.
Invoice Entry Payable Double Overtime Amount	This is the Payable Double overtime Amount in the Cost Currency.
Invoice Entry Payable Overtime	This is the number of Payable Overtime Hours.
Invoice Entry Payable Overtime Amount	This is the Payable Overtime Amount in the Cost Currency.
Invoice Entry Payable Regular Amount	This is the number of Payable Regular Hours.
Invoice Entry Payable Regular Time	This is the Payable Regular Time Amount in the Cost Currency.
Invoice Entry Payable Total Time	This is the Total number of Payable Hours.
Invoice Entry Payable Total Time Amount	This is the total Payable Amount in the Cost Currency.
Invoice Entry Payment Method	This is the Payment Method used for the Invoice Entry (applies to Expense Entry).
Invoice Entry Payroll Batch Number	This is the Posted Payroll Batch # in which the Time Entry is included.
Invoice Entry Per Diem Amount	This is the Per Diem Amount (Expense Entry).
Invoice Entry Phase	This is the name of the phase associated to the Invoice Entry (applies to Time Entry)
Invoice Entry Reference No	This is the reference # of the Invoice Entry (applies to Expense Entry)
Invoice Entry Regular Time	This is the number of Regular Hours.
Invoice Entry Reimbursable Amount In Base Curr	This is the Reimbursable Amount of the Invoice Entry in the Base Currency.
Invoice Entry Reimbursable Amount In Entry Curr	This is the Reimbursable Amount of the Invoice Entry in the Entry Currency.
Invoice Entry Reimbursable Amount In User Curr	This is the Reimbursable Amount of the Invoice Entry in the User Currency.
Invoice Entry Site	This is the Site Name of the Invoice Entry (applies to expense and Time Entries).
Invoice Entry Tax Group	This is the Tax Group of the Invoice Entry (applies to Expense Entry).
Invoice Entry Tax1	This is the value of Tax 1 for the Invoice Entry in the Entry Currency (applies to Expense Entry)
Invoice Entry Tax2	This is the value of any subsequent taxes for the Invoice Entry in the Entry Currency (applies to Expense Entry).
Invoice Entry Total Amount In Base Curr	This is the Total Amount of the Invoice Entry in the Base Currency. For Expense Entries this should include the Tax and Tips and for Time Entries this should include the Regular, Overtime and Double overtime Amounts.
Invoice Entry Total Amount In Entry Curr	This is the total Amount of the Invoice Entry in the Entry Currency. For Expense Entries this should include the Tax and Tips and for Time Entries this should include the Regular, Overtime and Double overtime Amounts.
Invoice Entry Total Amount In User Curr	This is the Total Amount of the Invoice Entry in the User Currency. For Expense Entries this should include the Tax and Tips and for Time Entries this should include the Regular, Overtime and Double overtime Amounts.
Invoice Entry Total Tax	This is the total tax of the Invoice Entry in the Entry Currency (applies to Expense Entry).
Invoice Entry Total Time	This is the Total Hours.
Invoice Entry Type	This will be set to Time Entry, Expense Entry, Product Entry or Charge Entry.
Invoice Entry Unit	This is the Unit Price from the Product Entry.
Invoice Entry Unit Billing Base Curr	This is the Product Entry Unit Billing Amount.
Invoice Entry Unit Cost Base Curr	This is the Product Entry Unit Cost Amount.

Invoice Summary

Field Name	Description	Type
Invoice Assigned To	This is the Name of the User, Team or Group who is assigned to the current State of the Invoice.
Invoice Batch Number	This is the Invoice Batch # in which the Invoice is included in.
Invoice Billing Address Line 1	This is first line of the Billing Address of the Invoice (defined on the Format tab of the Invoice).
Invoice Billing Address Line 2	This is second line of the Billing Address of the Invoice (defined on the Format tab of the Invoice).
Invoice Billing City	This is City of the Billing Address of the Invoice (defined on the Format tab of the Invoice).
Invoice Billing Country	This is Country of the Billing Address of the Invoice (defined on the Format tab of the Invoice).
Invoice Billing Country Code	This is Country code of the Billing Address of the Invoice (defined on the Format tab of the Invoice).
Invoice Billing State Province	This is State/Province of the Billing Address of the Invoice (defined on the Format tab of the Invoice).
Invoice Billing State Province Code	This is State/Province code of the Billing Address of the Invoice (defined on the Format tab of the Invoice).
Invoice Billing Zip Postal Code	This is Zip/Postal Code of the Billing Address of the Invoice (defined on the Format tab of the Invoice).
Invoice Client to Base Curr Exch Rate	This is the Exchange Rate from the Client Currency to the Base Currency.
Invoice Client to Company Curr Exch Rate	This is the Exchange Rate from the Client Currency to the Company Currency.
Invoice Company Address Line 1	This is first line of the Address of the Company.
Invoice Company Address Line 2	This is second line of the Address of the Company.
Invoice Company City	This is City of the Company.
Invoice Company Country	This is Country of the Company.
Invoice Company Country Code	This is country code of the Company.
Invoice Company Id	This is the Id of the Company.
Invoice Company Name	This is the Name of the Company.
Invoice Company State Province	This is State/Province of the Company.
Invoice Company State Province Code	This is State/Province code of the Company.
Invoice Company Zip Postal Code	This is the Zip/Postal Code of the Company.
Invoice Document Date	This is the Document date of the Invoice.
Invoice Document Date Month	This is the Entry Date of the In/Out Entry (Aggregate Date - Month).
Invoice Document Date Month Year	This is the Entry Date of the In/Out Entry (Aggregate Date - Month Year).
Invoice Document Date Quarter	This is the Entry Date of the In/Out Entry (Aggregate Date - Quarter).
Invoice Document Date Quarter Year	This is the Entry Date of the In/Out Entry (Aggregate Date - Quarter Year).
Invoice Document Date Week	This is the Entry Date of the In/Out Entry (Aggregate Date - Week).
Invoice Document Date Year	This is the Entry Date of the In/Out Entry (Aggregate Date - Year).
Invoice End Date	This is the End date of the Invoice.
Invoice Is Exported	This defines whether the Invoice is exported to the accounting system. This will show 0 (for not exported) or 1 (for exported).
Invoice Is Posted	This defines whether the Invoice is Posted. This will show 0 (for not posted) or 1 (for posted).
Invoice Is Recognized Revenue	This defines whether the Invoice is Recognized. This will show 0 (for not recognized) or 1 (for recognized).
Invoice Issuer Contact First Name	This is the First Name of the Invoice Issuer Contact (defined on the Format tab of the Invoice).
Invoice Issuer Contact Last Name	This is the Last Name of the Invoice issuer contact (defined on the Format tab of the Invoice).
Invoice Last Payment Date	This is the date of the last payment made on the Invoice.
Invoice Last Payment in Base Curr	This is the amount of the last payment made on the Invoice in the Base Currency.
Invoice Last Payment in Client Curr	This is the Amount of the last payment made on the Invoice in the Client Currency.
Invoice Last Payment in Company Curr	This is the Amount of the last payment made on the Invoice in the Company Currency.
Invoice Link	This is the Invoice # with a link to the corresponding Invoice Edit page.
Invoice Number	This is the Invoice #.
Invoice Organization Name	This is the Organization Name of the Invoice (defined on the Format tab of the Invoice).
Invoice Payment Term	This is the Payment Term defined for the Invoice.
Invoice PO Number	This is the Purchase Order Number of the Invoice (defined on the Format tab of the Invoice).
Invoice Posted Date	This is the Post Date of the Invoice.
Invoice Posted Date Month	This is the Post Date of the Invoice (Aggregate Date - Month).
Invoice Posted Date Month Year	This is the Post Date of the Invoice (Aggregate Date - Month Year).
Invoice Posted Date Quarter	This is the Post Date of the Invoice (Aggregate Date - Quarter).
Invoice Posted Date Quarter Year	This is the Post Date of the Invoice (Aggregate Date - Quarter Year).
Invoice Posted Date Week	This is the Post Date of the Invoice (Aggregate Date - Week).
Invoice Posted Date Year	This is the Post Date of the Invoice (Aggregate Date - Year).
Invoice Report Template	This is the Name of the Invoice Report Template.
Invoice Start Date	This is the Invoice Start Date.
Invoice State	This is the Current State of the Invoice.
Invoice To the Attention of First Name	This is the First Name of the Client Contact defined in the To the Attention of field of the Invoice (defined on the Format tab of the Invoice).
Invoice To the Attention of Last Name	This is the Last Name of the Client Contact defined in the To the Attention of field of the Invoice (defined on the Format tab of the Invoice).
Invoice Total Amount w o Tax in Base Curr	This is the Total Amount of the Invoice without taxes in the Base Currency.
Invoice Total Amount w o Tax in Client Curr	This is the Total Amount of the Invoice without taxes in the Client Currency.
Invoice Total Amount w o Tax in Company Curr	This is the Total Amount of the Invoice without taxes in the Company Currency.
Invoice Total Amount with Tax in Base Curr	This is the Total Amount of the Invoice with taxes in the Base Currency.
Invoice Total Amount with Tax in Client Curr	This is the Total Amount of the Invoice with taxes in the Client Currency.
Invoice Total Amount with Tax in Company Curr	This is the total amount of the Invoice with taxes in the Company Currency.
Invoice Total Payment in Base Curr	This is the Total Payment Amount on the Invoice in the Base Currency.
Invoice Total Payment in Client Curr	This is the Total Payment Amount on the Invoice in the Client Currency.
Invoice Total Payment in Company Curr	This is the Total Payment Amount on the Invoice in the Company Currency.
Invoice Total Tax in Base Curr	This is the Total Tax Amount in the Invoice in the Base Currency.
Invoice Total Tax in Client Curr	This is the Total Tax Amount in the Invoice in the Client Currency.
Invoice Total Tax in Company Curr	This is the Total Tax Amount in the Invoice in the Company Currency.
Invoice Workflow	This is the Name of the Invoice 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 Manager

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

Project Team Role

Field Name	Description	Type
Project Team User Role	This is the Role Name of the User associated to the Project Team.
Project Team User Role Description	This is the Role Description of the User associated to the Project Team.
Project Team User Role Id	This is the Role Id of the User associated to the Project Team.
Project Team User Role Is Active	This defines whether the associated Role is Active. This will show No for suspended or Yes for active.

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 Projects

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

Task

Field Name	Description	Type
Task	This is the Name of the Task.
Task Description	This is the Description of the Task.
Task End	This is the End date of the Task.
Task ETC Enabled	This defines whether ETC is enabled on the Task. This will show 1 if ETC is enabled, 0 otherwise.
Task Id	This is the Id of the Task.
Task Is Active	This defines whether the Task is Active. This will show No (for suspended/decommissioned) or Yes (for active).
Task Is Billable	This defines whether the Task is Billable. This will show 0 (for non-billable) or 1 (for billable).
Task Is Capitalized	This defines whether the Task is Capitalized. This will show 0 (for not capitalized) or 1 (for capitalized).
Task Is Decommissioned	This defines whether the Task is Decommissioned (yes/No).
Task Is Funded	This defines whether the Task is Funded. This will show 0 (for not payable) or 1 (for payable).
Task Is Payable	This defines whether the Task is Payable. This will show 0 (for not payable) or 1 (for payable).
Task Is Project Overhead	This indicates if the Task is considered a Cost / Overhead to the company (1) or not (0).
Task Is RandD	This defines whether the Task is R&D This will show 0 (for not R&D) or 1 (for R&D).
Task Is Suspended	This defines whether the Task is Suspended (yes/No).
Task Link	This is the Name of the Task with a link to the corresponding Task Edit page.
Task Milestone	This is the Milestone that is associated to the Task.
Task Priority	This is the Priority of the Task.
Task Start	This is the Start date of the Task.
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.

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.

User Currency

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

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.