Program Management Data Source and related views

The Program Management Data Source supports reporting on program-level management and performance across Clients, Projects, and Portfolios. Using the available Views, you can build reports to analyze program ownership, currency details, attachments, notes, KPIs, and associated Projects and Users. With access to Views such as Program Summary and Modification History, you can assess program progress, track notes and attachments, and analyze managerial responsibilities. Flexible scoping options enable targeted reporting by User, Project, or Program access. This data source provides program managers and stakeholders with comprehensive visibility, supporting informed decision-making and effective oversight.

This article lists all the Fields available for each View currently supported under the Program Management 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.

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

Alternate Program Manager

Field Name Description Type
Alternate Program Manager First Name This is the First name of the Alternate Program Manager.
Alternate Program Manager Is Active This defines whether the Alternate Program Manager is Active (Yes/No)
Alternate Program Manager Last Name This is the Last name of the Alternate Program Manager.
Alternate Program Manager Name This is the Alternate Program Manager User Name (Last Name, First Name).

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.

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). Measure
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). Measure
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 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.

Program Attachment

Field Name Description Type
Program Attachment Date Modified This will display the date and time when the Attachment was created/modified.
Program Attachment Description This will display the Description of the link or attached Document.
Program Attachment File This will display the attached file Name.
Program Attachment Info This will display the URL link or the size in Mb of the attached Document.
Program Attachment Name This will display the Name of the link/ attached Document. When included in a report, it is hyperlinked to corresponding Program Attachment.
Project Attachment Type This will display the Type of the attachment: Link or Document.

Note: The availability of file name hyperlinks depends on the user's permission to object type in Upland PSA.

For instance, if a user has permission to view Projects, the attachments within projects become clickable hyperlinks for download.

Program Attachment Created By User

Field Name Description Type
Program Attachment Created by User First Name This will display the First name of the User that created the Program Attachment.
Program Attachment Created by User Last Name This will display the Last name of the User that created the Program Attachment.
Program Attachment Created by User Name This will display the Name of the User that created the Program Attachment (Last Name, First Name).

Program Attachment Modified By User

Field Name Description Type
Program Attachment Modified by User First Name This will display the First name of the User that updated the Program Attachment.
Program Attachment Modified by User Last Name This will display the Last name of the User that updated the Program Attachment.
Program Attachment Modified by User Name This will display the Name of the User that updated the Program Attachment (Last Name, First Name).

Program Created By User

Field Name Description Type
Program Created By User First Name This will display the First name of the User that created the Program
Program Created By User Last Name This will display the Last name of the User that created the Program
Program Created By User Name This will display the Name of the User that created the Program (Last Name, First Name).

Program Currency

Field Name Description Type
Program Currency Code This is the Code of the Program Currency.
Program Currency Description This is the Description of the Program Currency.
Program Currency Symbol This is the Symbol of the Program Currency.

Program KPIs

Field Name Description Type
Program Actual Billable In Base Curr This is the Sum of all Billable Amounts on the Program in Base Currency. Measure
Program Actual Billable In Program Curr This is the Sum of all Billable Amounts on the Program in Program Currency. Measure
Program Actual Cost In Base Curr This is the Sum of all Cost Amounts on the Program in Base Currency. Measure
Program Actual Cost In Program Curr This is the Sum of all Cost Amounts on the Program in Program Currency. Measure
Program Actual Non Billable In Base Curr This is the Sum of all Non-Billable Amounts on the Program in Base Currency Measure
Program Actual Non Billable In Program Curr This is the Sum of all Non-Billable Amounts on the Program in Program Currency Measure
Program All Hard Booked Hours This is the Sum of all Hard Booked Hours on the Program. Measure
Program Baseline Billable Budget In Base Curr This is the Sum of Baseline Billable Amounts on the Program in Base Currency. Measure
Program Baseline Billable Budget In Program Curr This is the Sum of Baseline Billable Amounts on the Program in Program Currency. Measure
Program Baseline Cost Budget In Base Curr This is the Sum of Baseline Cost Budgets of the Program in Base Currency. Measure
Program Baseline Cost Budget In Program Curr This is the Sum of Baseline Cost Budgets of the Program in Program Currency. Measure
Program Baseline Non Billable Budget In Base Curr This is the Sum of Baseline Non-Billable Budgets of the Program in Base Currency. Measure
Program Baseline Non Billable Budget In Program Curr This is the Sum of Baseline Non-Billable Budgets of the Program in Program Currency. Measure
Program Baseline Time Budget This is the Sum of Baseline Time Budgets of the Program. Measure
Program Billable Charges In Base Curr This is the Sum of Billable charges in Base Currency. Measure
Program Billable Charges In Program Curr This is the Sum of all Billable charge Amounts on the Program in Program Currency. Measure
Program Billable Expenses In Base Curr This is the Sum of all Billable Expense Amounts on the Program in Base Currency. Measure
Program Billable Expenses In Program Curr This is the Sum of all Billable Expense Amounts on the Program in Program Currency. Measure
Program Billable Hard Booked Hours This is the Sum of all Billable Hard Booked Hours on the Program Measure
Program Billable Soft Booked Hours This is the Sum of all Billable Soft Booked Hours on the Program Measure
Program Billable Products In Base Curr This is the Sum of all Billable Product Amounts on the Program in Base Currency. Measure
Program Billable Products In Program Curr This is the Sum of all Billable Product Amounts on the Program in Program Currency. Measure
Program Billable Time This is the Sum of all Billable Hours entered against the projects of the Program. Measure
Program Billable Time Amount In Base Curr This is the Sum of all Billable Time Budgets Amounts on the Program in Base Currency. Measure
Program Billable Time Amount In Program Curr This is the Sum of all Billable Time Budgets Amounts on the Program in Program Currency Measure
Program Current Billable Budget In Base Curr This is the Sum of all Billable Budget Amounts on the Program in Base Currency. Measure
Program Current Billable Budget In Program Curr This is the Sum of all Billable Budget Amounts on the Program in Program Currency. Measure
Program Current Cost Budget In Base Curr This is the Sum of all Current Cost Budget Amounts on the Program in Base Currency. Measure
Program Current Cost Budget In Program Curr This is the Sum of all Current Cost Budget Amounts on the Program in Program Currency. Measure
Program Current Non Billable Budget In Base Curr This is the Sum of all Non-Billable Budget Amounts on the Program in Base Currency. Measure
Program Current Non Billable Budget In Program Curr This is the Sum of all Non-Billable Budget Amounts on the Program in Program Currency. Measure
Program Current Time Budget This is the Sum of Current Time Budgets of the Program. Measure
Program Delta Baseline Billable Budget In Base Curr This is the difference between Baseline Billable Budget and Actual Non-Billable in Base Currency. Measure
Program Delta Baseline Billable Budget In Program Curr This is the difference between Baseline Billable Budget and Actual Non-Billable in Program Currency. Measure
Program Delta Baseline Cost Budget In Base Curr This is the difference between Baseline Cost Budget and Actual Cost in Base Currency. Measure
Program Delta Baseline Cost Budget In Program Curr This is the difference between Baseline Cost Budget and Actual Cost in Program Currency. Measure
Program Delta Baseline Non Billable Budget In Base Curr This is the difference between Baseline Non-Billable Budget and Actual Non-Billable in Base Currency. Measure
Program Delta Baseline Non Billable Budget In Program Curr This is the difference between Baseline Non-Billable Budget and Actual Non-Billable in Program Currency. Measure
Program Delta Baseline Time Budget This is the difference between Baseline Time Budget and Actual Time. Measure
Program Delta Current Billable Budget In Base Curr This is the difference between Current Billable Budget and Actual Billable in Base Currency. Measure
Program Delta Current Billable Budget In Program Curr This is the difference between Current Billable Budget and Actual Billable in Program Currency. Measure
Program Delta Current Cost Budget In Base Curr This is the difference between Current Cost Budget and Actual Cost in Base Currency. Measure
Program Delta Current Cost Budget In Program Curr This is the difference between Current Cost Budget and Actual Cost in Program Currency. Measure
Program Delta Current Non Billable Budget In Base Curr This is the difference between Current Non-Billable Budget and Actual Billable in Base Currency. Measure
Program Delta Current Non Billable Budget In Program Curr This is the difference between Current Non-Billable Budget and Actual Billable in Program Currency. Measure
Program Delta Current Time Budget This is the difference between Current Time Budget and Actual Time. Measure
Program Forecasted Billing In Base Curr This is the Sum of all Forecasted Billing Amounts on the Program in Base Currency. Measure
Program Forecasted Billing In Program Curr This is the Sum of all Forecasted Billing Amounts on the Program in Program Currency. Measure
Program Forecasted Cost In Base Curr This is the Sum of all Forecasted Cost Amounts on the Program in Base Currency. Measure
Program Forecasted Cost In Program Curr This is the Sum of all Forecasted Cost Amounts on the Program in Program Currency. Measure
Program Milestones This is the Sum of all milestones of the projects associated to the Program Measure
Program Non Billable Time This is the Sum of all Non-Billable Time Budgets Entries on the Program. Measure
Program Non Billable Hard Booked Hours This is the Sum of all Non Billable Hard Booked Hours on the Program Measure
Program Non Billable Soft Booked Hours This is the Sum of all Non Billable Soft Booked Hours on the Program Measure
Program Payable Charges In Base Curr This is the Sum of all Payable Charge Amounts on the Program in Base Currency. Measure
Program Payable Charges In Program Curr This is the Sum of all Payable Charge Amounts on the Program in Program Currency. Measure
Program Payable Expenses In Base Curr This is the Sum of all Payable Expense Amounts on the Program in Base Currency. Measure
Program Payable Expenses In Program Curr This is the Sum of all Payable Expense Amounts on the Program in Program Currency. Measure
Program Payable Products In Base Curr This is the Sum of all Payable Product Amounts on the Program in Base Currency. Measure
Program Payable Products In Program Curr This is the Sum of all Payable Product Amounts on the Program in Program Currency. Measure
Program Payable Time This is the Sum of all Payable Time Budgets Entries on the Program Measure
Program Payable Time Amount In Base Curr This is the Sum of all Payable Time Budgets Entries on the Program in Base Currency. Measure
Program Payable Time Amount In Program Curr This is the Sum of all Payable Time Budgets Entries on the Program in Program Currency. Measure
Program Prepaid Amount In Base Curr This is the Sum of positive Invoiced prepayment type Charge Entries associated to the PO line items on the Program in Base Currency. Measure
Program Prepaid Amount In Program Curr This is the Sum of positive Invoiced prepayment type Charge Entries associated to the PO line items on the Program in Program Currency. Measure
Program Recognized PO Amount In Base Curr This is the Sum of Entries associated to POs having their recognized flag set on the Program Base Currency. Measure
Program Reimbursable Expenses in Base Curr. This is the Sum of all Reimbursable Expense Amounts on the Program. Measure
Program Remaining PO Amount In Base Curr This is the Sum of all Reimbursable Expense Amounts on the Program in Base Currency. Measure
Program All Soft Booked Hours This is the Sum of all Soft Booked Hours on the Program. Measure
Program Total Actual Time This is the Sum of all Time Budgets Entries on the Program. Measure
Program Total Allocated Hours This is the Sum of all Allocated Hours on the Program. Measure
Program Total Billable Allocated Hours This is the Sum of all Billable Allocated Hours on the Program. Measure
Program Total Charges in Base Curr. This is the Sum of all Charge Amounts on the Program. Measure
Program Total Charges in Program Curr This is the Sum of all Charge Amounts on the Program in Program Currency Measure
Program Total Expenses In Program Curr This is the Sum of all Expense Amounts on the Program in Program Currency Measure
Program Total Expenses in Base Curr. This is the Sum of all Expense Amounts on the Program. Measure
Program Total Invoiced In Base Curr This is the Sum of all Invoiced Amounts on the Program in Base Currency. Measure
Program Total Invoiced In Program Curr This is the Sum of all Invoiced Amounts on the Program in Program. Currency. Measure
Program Total Non Billable Allocated Hours This is the Sum of all Non-Billable Allocated Hours on the Program. Measure
Program Total PO Amount In Base Curr This is the Sum of all PO Line Item Amounts in Base Currency. Measure
Program Total PO Consumed Amount in Base Curr. This is the Sum of all billable approved entries associated to POs on the Program in Base Currency Measure

Program Manager

Field Name Description Type
Program Manager First Name This is the First name of the Program Manager.
Program Manager Is Active This defines whether the Program Manager is Active (Yes/No) Measure
Program Manager Last Name This is the Last name of the Program Manager.
Program Manager Name This is the Name of the Program Manager (Last name, First name).

Program Modified By User

Field Name Description Type
Program Modified By User First Name This will display the First name of the User that modified the Program.
Program Modified By User Last Name This will display the Last name of the User that modified the Program.
Program Modified By User Name This will display the name of the User that modified the Program (Last Name, First Name).

Program Notes

Field Name Description Type
Program Note This is the Note.
Program Note Date Created This is the date and time on which the Note was created.
Program Note Date Modified This is the date and time on which the Note was modified.
Program Note Is Public This defines whether the Note is set as Public or not (0 = not public; 1 = public).
Program Note Type This is the Type of the Note.

Program Notes Created By User

Field Name Description Type
Program Notes Created by User First Name This will display the First name of the User that created the Note.
Program Notes Created by User Last Name This will display the Last name of the User that created the Note.
Program Notes Created by User Name This will display the Name of the User that created the Note (Last Name, First Name).

Program Notes Modified By User

Field Name Description Type
Program Notes Modified by User First Name This will display the First name of the User that modified the Note.
Program Notes Modified by User Last Name This will display the Last name of the User that modified the Note.
Program Notes Modified by User Name This will display the Name of the User that modified the Note (Last Name, First Name).

Program Summary

Field Name Description Type
Program This is the Name of the Program.
Program Actual End This is the Actual End Date of the Program.
Program Actual End Month This is the Actual End Date of the Program (Aggregate Date - Month)
Program Actual End Month Year This is the Actual End Date of the Program (Aggregate Date - Month Year)
Program Actual End Quarter This is the Actual End Date of the Program (Aggregate Date - Quarter)
Program Actual End Quarter Year This is the Actual End Date of the Program (Aggregate Date - Quarter Year)
Program Actual End Week This is the Actual End Date of the Program (Aggregate Date - Week)
Program Actual End Year This is the Actual End Date of the Program (Aggregate Date - Year)
Program Actual Start This is the Actual Start Date of the Program.
Program Actual Start Month This is the Actual Start Date of the Program (Aggregate Date - Month)
Program Actual Start Month Year This is the Actual Start Date of the Program (Aggregate Date - Month Year)
Program Actual Start Quarter This is the Actual Start Date of the Program (Aggregate Date - Quarter)
Program Actual Start Quarter Year This is the Actual Start Date of the Program (Aggregate Date - Quarter Year)
Program Actual Start Week This is the Actual Start Date of the Program (Aggregate Date - Week)
Program Actual Start Year This is the Actual Start Date of the Program (Aggregate Date - Year)
Program Date Created This is the date and time the Program was created on.
Program Date Modified This is the date and time on which the Program was modified.
Program Description This is the Program Description.
Program Health This is the Program Health.
Program Id This is the Program Id.
Program Is Completed This is the date and time the Program was completed.
Program Planned End This is the Planned End Date of the Program.
Program Planned End Month This is the Planned End Date of the Program (Aggregate Date - Month)
Program Planned End Month Year This is the Planned End Date of the Program (Aggregate Date - Month Year)
Program Planned End Quarter This is the Planned End Date of the Program (Aggregate Date - Quarter)
Program Planned End Quarter Year This is the Planned End Date of the Program (Aggregate Date - Quarter Year)
Program Planned End Week This is the Planned End Date of the Program (Aggregate Date - Week)
Program Planned End Year This is the Planned End Date of the Program (Aggregate Date - Year)
Program Planned Start This is the Planned Start Date of the Program.
Program Planned Start Month This is the Planned Start Date of the Program (Aggregate Date - Month)
Program Planned Start Month Year This is the Planned Start Date of the Program (Aggregate Date - Month Year)
Program Planned Start Quarter This is the Planned Start Date of the Program (Aggregate Date - Quarter)
Program Planned Start Quarter Year This is the Planned Start Date of the Program (Aggregate Date - Quarter Year)
Program Planned Start Week This is the Planned Start Date of the Program (Aggregate Date - Week)
Program Planned Start Year This is the Planned Start Date of the Program (Aggregate Date - Year)
Program Projects This is the number of Projects associated to the Program. Measure
Program Status This is the Status of the Program.

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). Measure
Project Sum of Planned Hours This is the sum of Planned work Hours of a Project (in hours). Measure
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.

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 - My Programs

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.