The Project Status Report Entry Data Source allows you to create detailed reports on project status reports and Key Performance Indicators (KPIs). Using the available Views, you can build reports that include information on Project and Program Managers, Clients, Portfolios, and the Users who created or modified records. This data source supports analysis of project progress and performance across various Scopes such as Projects, Programs, and Portfolios, helping to monitor milestones, assess risks, and support decision-making throughout the project lifecycle.
This article lists all the Fields available for each View currently supported under the Project Status Report Entry Data Source in Upland Analytics.
When creating a report, select this data source to access the Views described below. Click any View name to see its available Fields and descriptions.
- Alternate Program Manager
- Changed By User
- Client
- Client Created By User
- Client Modified By User
- Creator
- Portfolio
- Program
- Program Manager
- Project
- Project Manager
- Project Status Report Entry
- Project Status Report Entry KPIs
- Scope - All Projects
- Scope - Available Projects
- Scope - Client Contacts
- Scope - My Portfolios
- Scope - My Programs
- Scope - My Projects
Note: This page is being updated as new information becomes available.
Alternate Program Manager
Alternate Program Manager
| Field Name | Description | Type |
|---|---|---|
| Alternate Program Manager First Name | This is the First name of the Alternate Program Manager. |
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| Alternate Program Manager Is Active | This defines whether the Alternate Program Manager is Active (Yes/No) |
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| Alternate Program Manager Last Name | This is the Last name of the Alternate Program Manager. |
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| Alternate Program Manager Name | This is the Alternate Program Manager User Name (Last Name, First Name). |
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Changed By User
Changed By User
| Field Name | Description | Type |
|---|---|---|
| Changed By User First Name | This is the first name of the User who performed the change. |
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| Changed By User Last Name | This is the last name of the User who performed the change. |
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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 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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Creator
Creator
| Field Name | Description | Type |
|---|---|---|
| Creator First Name | This is the Creator's First name. |
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| Creator Id | This is the Creator's Id. |
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| Creator Last Name | This is the Creator's Last name. |
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| Creator Pager | This is the Creator's Pager. |
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| Creator Primary Role | This is the Primary Role of the Creator. |
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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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Program
Program
| Field Name | Description | Type |
|---|---|---|
| Program | This is the Name of the Program. |
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| Program Description | This is the Description of the Program. |
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| Program Health | This is the Program Health. |
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| Program Id | This is the Id of the Program. |
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| Program Is Completed | This defines whether the Program is Completed. This will show 0 (for not completed) or 1 (for completed). |
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| Program Projects | This is the number of Projects associated to the Program. |
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| Program Status | This is the Status of the Program. |
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Program Manager
Program Manager
| Field Name | Description | Type |
|---|---|---|
| Program Manager First Name | This is the First name of the Program Manager. |
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| Program Manager Is Active | This defines whether the Program Manager is Active (Yes/No) |
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| Program Manager Last Name | This is the Last name of the Program Manager. |
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| Program Manager Name | This is the Name of the Program Manager (Last name, First name). |
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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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Project Status Report Entry
Project Status Report Entry
Note: A manual update of the Project Status Report Entry Schema is required to be able to view and report on any UDFs added to this View. For more information on how to edit an Upland Analytics View click here.
| Field Name | Description | Type |
|---|---|---|
| Project Status Report Entry Client | This is the historical value of the Client of the Project Status Report Entry. |
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| Project Status Report Entry Creation Date | This is the Creation Date of the Project Status Report Entry. |
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| Project Status Report Entry End Date | This is the End date of the Project Status Report Entry. |
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| Project Status Report Entry End Date Month | This is the End date of the Project Status Report Entry (Aggregate Date - Month). |
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| Project Status Report Entry End Date Month Year | This is the End date of the Project Status Report Entry (Aggregate Date - Month Year). |
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| Project Status Report Entry End Date Quarter | This is the End date of the Project Status Report Entry (Aggregate Date - Quarter). |
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| Project Status Report Entry End Date Quarter Year | This is the End date of the Project Status Report Entry (Aggregate Date - Quarter Year). |
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| Project Status Report Entry End Date Year | This is the End date of the Project Status Report Entry (Aggregate Date - Year). |
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| Project Status Report Entry Is Archived | This is whether the Project Status Report Entry is Archived or not. |
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| Project Status Report Entry Is Submitted | This is whether the Project Status Report Entry is Submitted or not. |
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| Project Status Report Entry Last Modified Date | This is the Last Modified Date of the Project Status Report Entry. |
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| Project Status Report Entry Last Update | This is the date of the latest Project Status Report Entry. |
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| Project Status Report Entry Portfolio | This is the historical value of the Portfolio of the Project Status Report Entry. |
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| Project Status Report Entry Project Code | This is the historical value of the Project Code of the Project Status Report Entry. |
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| Project Status Report Entry Project End | This is the historical value of the Project End of the Project Status Report Entry. |
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| Project Status Report Entry Project End Month | This is the historical value of the Project End of the Project Status Report Entry (Aggregate Date - Month). |
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| Project Status Report Entry Project End Month Year | This is the historical value of the Project End of the Project Status Report Entry (Aggregate Date - Month Year). |
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| Project Status Report Entry Project End Quarter | This is the historical value of the Project End of the Project Status Report Entry (Aggregate Date - Quarter). |
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| Project Status Report Entry Project End Quarter Year | This is the historical value of the Project End of the Project Status Report Entry (Aggregate Date - Quarter Year). |
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| Project Status Report Entry Project End Year | This is the historical value of the End of the Project Status Report Entry (Aggregate Date - Year). |
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| Project Status Report Entry Project Health | This is the Health of the Project Status Report Entry. |
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| Project Status Report Entry Project Id | This is the historical value of the Project Id of the Project Status Report Entry. |
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| Project Status Report Entry Project Start | This is the historical value of the Project Start of the Project Status Report Entry. |
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| Project Status Report Entry Start Date | This is the Project Start date of the Project Status Report Entry. |
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| Project Status Report Entry Start Date Month | This is the Project Start date of the Project Status Report Entry (Aggregate Date - Month). |
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| Project Status Report Entry Start Date Month Year | This is the Project Start date of the Project Status Report Entry (Aggregate Date - Month Year). |
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| Project Status Report Entry Start Date Quarter | This is the Project Start date of the Project Status Report Entry (Aggregate Date - Quarter). |
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| Project Status Report Entry Start Date Quarter Year | This is the Project Start date of the Project Status Report Entry (Aggregate Date - Quarter Year). |
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| Project Status Report Entry Start Date Year | This is the Project Start date of the Project Status Report Entry (Aggregate Date - Year). |
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| Project Status Report Entry State | This is the historical value of the Project State of the Project Status Report Entry. |
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| Project Status Report Entry Tracking No | This is the historical value of the Project Tracking # of the Project Status Report Entry. |
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| Project Status Report Entry Template | This is the Project Status Report Entry Template name. |
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Project Status Report Entry KPIs
Project Status Report Entry KPIs
| Field Name | Description | Type |
|---|---|---|
| Kpi Hard Booked Hours | This is the Sum of all Hard Booked Hours on the Project. |
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| Kpi Soft Booked Hours | This is the Sum of all Soft Booked Hours on the Project. |
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| Kpi Actual Billable | This is the Sum of all Billable Amounts on the Project. |
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| Kpi Actual Cost | This is the Sum of all Cost Amounts on the Project. |
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| Kpi Actual Non Billable | This is the Sum of all Non Billable Amounts on the Project. |
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| Kpi Actual Time | This is the Sum of all Time Entries on the Project. |
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| Kpi Baseline Billable Budget | This is the Sum of Baseline Billable Budgets of the Project. |
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| KPI Delta Baseline Billable Budget | This is the Difference between Baseline Billable Budget and Actual Billable. |
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| Kpi Baseline Cost Budget | This is the Sum of Baseline Cost Budgets of the Project. |
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| KPI Delta Baseline Cost Budget | This is the Difference between Current Cost Budget and Actual Cost. |
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| Kpi Baseline Non Billable Budget | This is the Sum of Baseline Non Billable Budgets of the Project. |
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| Kpi Delta Baseline Non Billable Budget | This is the Difference between Baseline Non-Billable Budget and Actual Non-Billable. |
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| Kpi Baseline Time Budget | This is the Sum of Baseline Time Budgets of the Project. |
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| KPI Delta Baseline Time Budget | This is the Difference between Baseline Time Budget and Actual Time. |
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| Kpi Billable Charges | This is the Sum of all Billable Charge Amounts on the Project. |
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| Kpi Billable Expenses | This is the Sum of all Billable Expense Amounts on the Project. |
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| Kpi Billable Products | This is the Sum of all Billable Product Amounts on the Project. |
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| Kpi Billable Time | This is the Sum of all Billable Time Entries on the Project. |
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| Kpi Billable Time Amount | This is the Sum of all Billable Time Amounts on the Project. |
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| Kpi Current Billable Budget | This is the Sum of Current Billable Budgets of the Project. |
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| KPI Delta Current Billable Budget | This is the Difference between Current Billable Budget and Actual Billable. |
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| Kpi Current Cost Budget | This is the Sum of Current Cost Budgets of the Project. |
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| KPI Delta Current Cost Budget | This is the Difference between Current Cost Budget and Actual Cost |
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| Kpi Current Non Billable Budget | This is the Sum of Current Non Billable Budgets of the Project. |
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| KPI Delta Current Non Billable Budget | This is the Difference between Current Non-Billable Budget and Actual Non-Billable. |
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| Kpi Current Time Budget | This is the Sum of Current Time Budgets of the Project |
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| KPI Delta Current Time Budget | This is the Difference between Current Time Budget and Actual Time. |
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| Kpi EAC | This is the total number of hours expected to be spent when the Project is completed. |
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| KPI Forecasted Billing | This is the Sum of all Forecasted Billing Amounts on the Project. |
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| KPI Forecasted Cost | This is the Sum of all Forecasted Cost Amounts on the Project. |
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| Kpi Milestones | "This is the This is the number of Milestones in the Project. This is displayed as <x> Milestone(s) This will be displayed as a link. " |
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| Kpi Non Billable Time | This is the Sum of all Non Billable Time Entries on the Project. |
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| Kpi Payable Charges | This is the Sum of all Payable Charge Amounts on the Project. |
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| Kpi Payable Expenses | This is the Sum of all Payable Expense Amounts on the Project |
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| Kpi Payable Products | This is the Sum of all Payable Product Amounts on the Project. |
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| Kpi Payable Time | This is the Sum of all Payable Time Entries on the Project. |
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| Kpi Payable Time Amount | This is the Sum of all Payable Time Amounts on the Project. |
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| Kpi Prepaid Amount | This is the Sum of positive Invoiced prepayment type Charge Entries associated to the PO line items on the Project. |
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| Kpi Recognized Po Amount | This is the Sum of Entries associated to POs having their recognized flag set on the Project. |
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| Kpi Reimbursable Expenses | This is the Sum of all Reimbursable Expense Amounts on the Project. |
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| Kpi Remaining Po Amount | This is the Total PO Amount minus the Total PO Invoiced Amount. |
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| Kpi Total Allocated Hours | This is the Sum of all Allocated Hours on the Project |
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| Kpi Total Billable Allocated Hours | This is the Sum of all Billable Allocated Hours on the Project. |
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| Kpi Total Charges | This is the Sum of all Charge Amounts on the Project. |
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| Kpi Total Expenses | This is the Sum of all Expense Amounts on the Project. |
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| Kpi Total Invoiced | This is the Sum of all Invoiced Amounts on the Project. |
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| Kpi Total Non Billable Allocated Hours | This is the Sum of all Non Billable Allocated Hours on the Project. |
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| Kpi Total Po Amount | This is the Sum of all PO Line Item Amounts on the Project. |
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| Kpi Total Po Consumed Amount | This is the Sum of all Billable approved Entries associated to POs on the Project. |
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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 - 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 Programs
Scope - My Programs
| 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. |