The Milestone Task Association Data Source allows you to report on the relationships between Milestones and Tasks within Projects, using Views such as Milestone, Task, Project, and associated currencies. Using the available Views, you can build reports to track Task contributions to Milestone completion and analyze progress, dependencies, and cost tracking across Clients, Portfolios, and Project Scopes. This helps provide clear insights for better project management and accurate financial oversight.
This article lists all the Fields available for each View currently supported under the Milestone Task Association Data Source in Upland Analytics.
When creating a report, select this data source to access the Views described below. Click any View name to see its available Fields and descriptions.
- Base Currency
- Client
- Client Created By User
- Client Currency
- Client Modified By User
- Cost Currency
- Milestone
- Milestone Currency
- Milestone Task Association
- Project
- Project Manager
- Scope - All Projects
- Scope - Available Projects
- Scope - Client Contacts
- Scope - My Projects
- Task
- Work Type
Note: This page is being updated as new information becomes available.
Base Currency
Base Currency
| Field Name | Description | Type |
|---|---|---|
| Base Currency Code | This is the Base Currency Code. |
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| Base Currency Description | This is the Base Currency Description. |
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| Base Currency Symbol | This is the Base Currency Symbol. |
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Client
Client
| Field Name | Description | Type |
|---|---|---|
| Client | This is the Name of the Client. |
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| Client Account Executive First Name | This is the First name of the Client's Account Executive. |
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| Client Account Executive Last Name | This is the Last name of the Client's Account Executive. |
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| Client Address Line 1 | This is the first line of the Client's Address. |
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| Client Address Line 2 | This is the second line of the Client's Address. |
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| Client Annual Revenue | This is the Annual Revenue of the Client (as defined on the CRM tab of Client Edit). |
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| Client City | This is the Client's City. |
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| Client Company | This is the Company of the Client. |
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| Client Company Type | This is the Company type of the Client (as defined on the CRM tab of Client Edit). |
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| Client Country | This is the Country of the Client. |
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| Client Country Code | This is the Country Code of the Client. |
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| Client Date Created | This is the Date and Time the Client was created on. |
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| Client Date Modified | This is the Date and Time the Client was updated on. |
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| Client Department | This is the Department of the Client. |
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| Client Description | This is the Description of the Client. |
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| Client Division | This is the Division of the Client. |
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| Client Email | This is the Email address of the Client. |
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| Client Employees | This is the number of Employees of the Client (as defined on the CRM tab of Client Edit). |
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| Client Exchange Rate | This identifies which Exchange rate should be used for invoicing (e.g. entry date, invoice start date, invoice end date). |
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| Client Fax | This is the Fax number of the Client. |
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| Client Fiscal End Date | This is the Fiscal End Date of the Client (as defined on the CRM tab of Client Edit). |
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| Client Id | This is the Id of the Client. |
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| Client Industry | This is the Industry of the Client (as defined on the CRM tab of Client Edit). |
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| Client Invoice Issuer Contact First Name | This is the first name of the Issuer contact of the Client. |
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| Client Invoice Issuer Contact Last Name | This is the Last Name of the Invoice Issuer Contact of the Client. |
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| Client Invoice To The Attn Of First Name | This is the First name of the Client contact in the To the attention of field. |
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| Client Invoice To The Attn Of Last Name | This is the Last name of the Client contact in the To the attention of field. |
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| Client Is Active | This defines whether the Client is Active (Yes/No) |
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| Client Ownership | This is the Ownership of the Client (as defined on the CRM tab of Client Edit). |
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| Client Payment Term | This is the Payment Term for the Client. |
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| Client Phone | This is the Phone number of the Client. |
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| Client Purchase | This is the Purchased field of the Client (as defined on the CRM tab of Client Edit). |
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| Client Rating | This is the Rating of the Client (as defined on the CRM tab of Client Edit). |
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| Client Reference Customer | This is the Reference customer field of the Client (as defined on the CRM tab of Client Edit). |
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| Client Referred By | This is the Referred by field (as defined on the CRM tab of Client Edit). |
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| Client Sic Code | This is the SIC Code of the Client (as defined on the CRM tab of Client Edit). |
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| Client State Province | This is the State/Province of the Client. |
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| Client State Province Code | This is the State/Province code of the Client |
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| Client Status | This is the Status of the Client (as defined on the CRM tab of Client Edit). |
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| Client Status Comment | This is the Status comment of the Client (as defined on the CRM tab of Client Edit). |
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| Client Tax Group | This is the Tax Group of the Client. |
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| Client Ticker Symbol | This is the Ticker Symbol of the Client (as defined on the CRM tab of Client Edit). |
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| Client Type | This is the Client type of the Client. |
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| Client Web Site | This is the Web Site of the Client (as defined on the CRM tab of Client Edit). |
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| Client Zip Postal Code | This is the Zip/Postal code of the Client. |
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Client Created By User
Client Created By User
| Field Name | Description | Type |
|---|---|---|
| Client Created By User First Name | This will display the First name of the User that created the Client. |
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| Client Created By User Last Name | This will display the Last name of the User that created the Client. |
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| Client Created By User Name | This will display the User name of the User that created the Client. |
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Client Currency
Client Currency
| Field Name | Description | Type |
|---|---|---|
| Client Currency Code | This is the Client Currency Code. |
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| Client Currency Description | This is the Client Currency Description. |
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| Client Currency Symbol | This is the Client Currency Symbol. |
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Client Modified By User
Client Modified By User
| Field Name | Description | Type |
|---|---|---|
| Client Modified By User First Name | This will display the First name of the User that updated the Client. |
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| Client Modified By User Last Name | This will display the Last name of the User that updated the Client. |
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| Client Modified By User Name | This will display the User name of the User that updated the Client. |
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Cost Currency
Cost Currency
| Field Name | Description | Type |
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| Cost Currency Code | This is the Cost Currency Code of the Product Entry. |
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| Cost Currency Description | This is the Cost Currency Description of the Product Entry. |
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| Cost Currency Symbol | This is the Cost Currency Symbol of the Product Entry. |
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Milestone
Milestone
| Field Name | Description | Type |
|---|---|---|
| Billing Milestone | This defines whether the milestone is a billing milestone (1) or not (0). |
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| Milestone | This is the name of the milestone. |
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| Milestone Actual Completion Date | This is the actual completion date of the milestone. |
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| Milestone Actual Completion Date Month | This is the actual completion date of the milestone (Aggregate Date - Month). |
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| Milestone Actual Completion Date Month Year | This is the actual completion date of the milestone (Aggregate Date - Month Year). |
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| Milestone Actual Completion Date Quarter | This is the actual completion date of the milestone (Aggregate Date - Quarter). |
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| Milestone Actual Completion Date Quarter Year | This is the actual completion date of the milestone (Aggregate Date - Quarter Year). |
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| Milestone Actual Completion Date Week | This is the actual completion date of the milestone (Aggregate Date - Week). |
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| Milestone Actual Completion Date Year | This is the actual completion date of the milestone (Aggregate Date - Year). | |
| Milestone Actual Percent Complete | This is the system calculated % Complete of the milestone. |
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| Milestone Amount in Base Curr | This is the amount of the milestone in the Base Currency (corresponds to the Amount field of the milestone billing rule). |
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| Milestone Amount in Client Curr | This is the amount of the milestone in the client currency (corresponds to the Amount field of the milestone billing rule). |
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| Milestone Amount in Milestone Curr | This is the amount of the milestone in the milestone billing rule currency (corresponds to the Amount field of the milestone billing rule). |
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| Milestone Amount Percentage | This is the amount percentage of the milestone billing rule (corresponds to the amt(%) field of the milestone billing rule). |
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| Milestone Billing Date | This is the billing date of the milestone. |
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| Milestone Billing Date Month | This is the billing date of the milestone (Aggregate Date - Month). |
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| Milestone Billing Date Month Year | This is the billing date of the milestone (Aggregate Date - Month Year). |
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| Milestone Billing Date Quarter | This is the billing date of the milestone (Aggregate Date - Quarter). |
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| Milestone Billing Date Quarter Year | This is the billing date of the milestone (Aggregate Date - Quarter Year). |
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| Milestone Billing Date Week | This is the billing date of the milestone (Aggregate Date - Week). |
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| Milestone Billing Date Year | This is the billing date of the milestone (Aggregate Date - Year). |
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| Milestone Charge Item Name | This is the name of the project Milestone associated Charge Item. |
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| Milestone Completion Type | This is the completion type of the milestone. |
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| Milestone Invoice Number | This is the invoice number in which the milestone charge is included. |
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| Milestone Is Invoiced | This defines whether the milestone is invoiced or not. Will display 0 or 1. |
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| Milestone Is Parent | This defines whether the milestone is a main milestone or not (a sub-milestone). Will display Yes or No. |
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| Milestone Parent | This is the name of the milestone that is a parent. |
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| Milestone Percent Complete | This is the % Complete of the milestone. |
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| Milestone State | This is the state of the milestone. |
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| Milestone Status | This is the status of the milestone. Will display the color name that’s in the database. |
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| Milestone Target Completion Date | This is the target completion date of the milestone |
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| Milestone Target Completion Date Month | This is the target completion date of the milestone (Aggregate Date - Month). |
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| Milestone Target Completion Date Month Year | This is the target completion date of the milestone (Aggregate Date - Month Year). |
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| Milestone Target Completion Date Quarter | This is the target completion date of the milestone (Aggregate Date - Quarter). |
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| Milestone Target Completion Date Quarter Year | This is the target completion date of the milestone (Aggregate Date - Quarter Year). |
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| Milestone Target Completion Date Week | This is the target completion date of the milestone (Aggregate Date - Week). |
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| Milestone Target Completion Date Year | This is the target completion date of the milestone (Aggregate Date - Year). |
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| Milestone Total in Base Curr | This is the total amount of the milestone in the Base Currency (corresponds to the Total field of the milestone billing rule). |
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| Milestone Total in Client Curr | This is the total amount of the milestone in the client currency (corresponds to the Total field of the milestone billing rule). |
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| Milestone Total in Milestone Curr | This is the total amount of the milestone in the milestone billing rule currency (corresponds to the Total field of the milestone billing rule). |
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Milestone Currency
Milestone Currency
| Field Name | Description | Type |
|---|---|---|
| Milestone Currency Code | This is the Milestone Billing rule Currency code. |
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| Milestone Currency Description | This is the Description of the Milestone Billing rule Currency. |
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| Milestone Currency Symbol | This is the symbol of the Milestone Billing rule Currency. |
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Milestone Task Association
Milestone Task Association
| Field Name | Description | Type |
|---|---|---|
| Milestone Task Billable Services Amount in Base Curr | This is the Time Billing Amount of the Task in the Base Currency. This is the actual Billing Amount of the Task (using rate engine). |
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| Milestone Task Billable Services Amount in Client Curr | This is the Time Billing Amount of the Task in the Client Currency. This is the actual Billing Amount of the Task (using rate engine). |
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| Milestone Task Billable Services Amount in Milestone Curr | This is the Time Billing Amount of the Task in the Milestone Billing rule Currency. This is the actual Billing Amount of the Task (using rate engine). |
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| Milestone Task Total Billable in Base Curr | This is the Total Billing of the Task in the Base Currency. This includes Billable Time, Expense, Charge and Product Entries. This is the actual Billing Amount of the Task (using rate engine) |
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| Milestone Task Total Billable in Client Curr | This is the Total Billing of the Task in the Client Currency. This includes Billable Time, Expense, Charge and Product Entries. This is the actual Billing Amount of the Task (using rate engine). |
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| Milestone Task Total Billable in Milestone Curr | This is the Total Billing of the Task in the Milestone Billing rule Currency. This includes Billable Time, Expense, Charge and Product Entries. This is the actual Billing Amount of the Task (using rate engine). |
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| Milestone Task Payable Services Amount in Base Curr | This is the Cost of Time of the Task in the Base Currency |
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| Milestone Task Payable Services Amount in Project Cost Curr | This is the Cost of Time of the Task in the Project Cost Currency |
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| Milestone Task Payable Expense Amount in Base Curr | This is the Cost of Expense of the Task in the Base Currency |
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| Milestone Task Payable Expense Amount in Project Cost Curr | This is the Cost of Expense of the Task in the Project Cost Currency |
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| Milestone Task Payable Charge Amount in Base Curr | This is the Cost of Charges of the Task in the Base Currency |
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| Milestone Task Payable Charge Amount in Project Cost Curr | This is the Cost of Charges of the Task in the Project Cost Currency |
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| Milestone Task Payable Product Amount in Base Curr | This is the Cost of Products of the Task in the Base Currency |
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| Milestone Task Payable Product Amount in Project Cost Curr | This is the Cost of Products of the Task in the Project Cost Currency |
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| Milestone Task Total Cost in Base Curr | This is the Total Cost of the Task in the Base Currency. This includes Payable Time, Expense, Charge and Product Entries. |
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| Milestone Task Total Cost in Project Cost Curr | This is the Total Cost of the Task in the Project Cost Currency. This includes Payable Time, Expense, Charge and Product Entries. |
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| Milestone Task Total Billable Hours | This is the Total Billable Hours spent on the Task. |
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| Milestone Task Total Payable Hours | This is the Total Payable Hours spent on the Task. |
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| Milestone Task Total Hours | This is the Total Hours spent on the Task. |
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Project
Project
| Field Name | Description | Type |
|---|---|---|
| Project | This is the Name of the Project. |
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| Project Actual End | This is the Actual End date of the Project; latest Time Entry date. |
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| Project Actual End Month | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month). |
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| Project Actual End Month Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month Year). |
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| Project Actual End Quarter | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter). |
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| Project Actual End Quarter Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter Year). |
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| Project Actual End Week | This is the Actual End date of the project; latest Time Entry date (Aggregate Date - Week). |
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| Project Actual End Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Year). |
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| Project Actual Start | This is the Actual Start date of the Project; earliest Time Entry date. |
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| Project Actual Start Month | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month). |
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| Project Actual Start Month Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month Year). |
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| Project Actual Start Quarter | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter). |
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| Project Actual Start Quarter Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter Year). |
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| Project Actual Start Week | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Week). |
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| Project Actual Start Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Year). |
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| Project Code | This is the Project Code. |
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| Project Company | This is the accounting Company associated to the Project. |
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| Project Contact | This will display the Project Contact Name (Last Name, First Name). If multiple Contacts exist, they will be separated by a --. |
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| Project Date Created | This is the Date and Time the Project was created on. |
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| Project Description | This is the Description of the Project. |
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| Project End | This is the End date of the Project. |
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| Project Health | This is the Health of the Project. |
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| Project Id | This is the Id of the Project. |
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| Project Is Active | This defines whether the Project is Active. This will show 0 (for Suspended) or 1 (for Active). |
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| Project Link | This is the Name of the Project with a link to the corresponding Project Edit page. |
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| Project Parent | This is the Parent Project Name of the Project. |
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| Project Priority | This is the Priority of the Project. |
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| Project Start | This is the Start date of the Project. |
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| Project State | This is the State of the Project. |
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| Project Sum of Allocated Hours | This is the sum of Allocated Hours of a Project (in hours). |
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| Project Sum of Planned Hours | This is the sum of Planned work Hours of a Project (in hours). |
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| Project Tracking No | This is the Tracking # of the Project. |
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| Project Workflow | This is the Workflow associated to the Project. |
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Project Manager
Project Manager
| Field Name | Description | Type |
|---|---|---|
| Project Manager First Name | This is the First name of the Project Manager. |
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| Project Manager Id | This is the Id of the Project Manager. |
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| Project Manager Last Name | This is the Last name of the Project Manager. |
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Scope - All Projects
Scope - All Projects
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - Available Projects
Scope - Available Projects
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - Client Contacts
Scope - Client Contacts
| 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. |
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| Task Description | This is the Description of the Task. |
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| Task End | This is the End date of the Task. |
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| Task ETC Enabled | This defines whether ETC is enabled on the Task. This will show 1 if ETC is enabled, 0 otherwise. |
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| Task Id | This is the Id of the Task. |
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| Task Is Active | This defines whether the Task is Active. This will show No (for suspended/decommissioned) or Yes (for active). |
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| Task Is Billable | This defines whether the Task is Billable. This will show 0 (for non-billable) or 1 (for billable). |
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| Task Is Capitalized | This defines whether the Task is Capitalized. This will show 0 (for not capitalized) or 1 (for capitalized). |
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| Task Is Decommissioned | This defines whether the Task is Decommissioned (yes/No). |
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| Task Is Funded | This defines whether the Task is Funded. This will show 0 (for not payable) or 1 (for payable). |
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| Task Is Payable | This defines whether the Task is Payable. This will show 0 (for not payable) or 1 (for payable). |
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| Task Is Project Overhead | This indicates if the Task is considered a Cost / Overhead to the company (1) or not (0). |
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| Task Is RandD | This defines whether the Task is R&D This will show 0 (for not R&D) or 1 (for R&D). |
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| Task Is Suspended | This defines whether the Task is Suspended (yes/No). |
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| Task Link | This is the Name of the Task with a link to the corresponding Task Edit page. |
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| Task Milestone | This is the Milestone that is associated to the Task. |
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| Task Priority | This is the Priority of the Task. |
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| Task Start | This is the Start date of the Task. |
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| Task State | This is the State of the Task. |
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| Task Used by Expense | This defines whether the Task can be used by Expense. |
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| Task Used by Money Charge | This defines whether the Task can be used by Money Charges. |
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| Task Used by Product | This defines whether the Task can be used by Products. |
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| Task Used by Purchase | This defines whether the Task can be used by Purchases. |
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| Task Used by Resource Planning | This defines whether the Task can be used by Resource Planning. |
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| Task Used by Time | This defines whether the Task can be used by Time. |
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| Task Used by Work Process | This defines whether the Task can be used by Work Processes. |
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Work Type
Work Type
| Field Name | Description | Type |
|---|---|---|
| Work Type | This is the Name of the Work Type. |
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| Work Type Description | This is the Description of the Work Type. |
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| Work Type ETC Enabled | This defines whether ETC is enabled on the Task. This will show 1 if ETC is enabled, 0 otherwise. |
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| Work Type Id | This is the Id of the Work Type. |
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| Work Type Is Active | This defines whether the Functional Group is Active (Yes/No) |
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| Work Type Is Billable | This defines whether the Task is Billable. This will show 0 (for non-billable) or 1 (for billable). |
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| Work Type Is Capitalized | This defines whether the Task is Capitalized. This will show 0 (for not capitalized) or 1 (for capitalized) |
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| Work Type Is Funded | This defines whether the Task is Payable. This will show 0 (for not funded) or 1 (for funded) |
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| 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. |
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| Work Type Is Payable | This defines whether the Task is Payable. This will show 0 (for not payable) or 1 (for payable). |
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| 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) |
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| Work Type Parent | This is the Parent of the Work Type. |
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| Work Type Used by Expense | This defines whether the Task can be used by Expenses. |
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| Work Type Used by Money Charge | This defines whether the Task can be used by Money Charges. |
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| Work Type Used by Product | This defines whether the Task can be used by Products. |
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| Work Type Used by Purchase | This defines whether the Task can be used by Purchases. |
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| Work Type Used by Resource Planning | This defines whether the Task can be used by Resource Planning. |
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| Work Type Used by Time | This defines whether the Task can be used by Time. |
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| Work Type Used by Work Process | This defines whether the Task can be used by Work Processes. |
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