The Enhanced Resource Request Data Source allows you to report on all aspects of the Resource Request and Fulfillment process. Using the available Views, you can build reports to analyze requests by Role, User, or Project; track fulfillment status; identify Resource Managers and Creators; and examine booking details. This data source enables reporting across all Resource Groups and Scopes, making it ideal for understanding staffing needs, gaps, and allocation trends across projects and programs.
This article lists all the Fields available for each View currently supported under the Enhanced Resource Request Data Source in Upland Analytics.
When creating a report, select this data source to access the Views described below. Click any View name to see its available Fields and descriptions.
- Alternate Project Manager
- Booked Role
- Booked User
- Client
- Client Created By User
- Client Modified By User
- Creator
- Fulfilled Role
- Fulfilled User
- Project
- Project Manager
- Request Booking Details
- Request Fulfillment
- Requested Role
- Requested User
- Resource Alternate Group Manager
- Resource Group Manager
- Resource Request
- Role Resource Group
- Scope - All Groups
- Scope - All Projects
- Scope - Available Projects
- Scope - My Entries
- Scope - My Programs
- Scope - My Resource Groups
- Task
- User Resource Group
Note: This page is being updated as new information becomes available.
Alternate Project Manager
Alternate Project Manager
| Field Name | Description | Type |
|---|---|---|
| Alternate Project Manager First Name | This is the First name of the Alternate Project manager. |
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| Alternate Project Manager Id | This is the Id of the Alternate Project manager. |
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| Alternate Project Manager Last Name | This is the Last name of the Alternate Project manager. |
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Booked Role
Booked Role
| Field Name | Description | Type |
|---|---|---|
| Booked Role | This is the name of the Booked Role. |
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Booked User
Booked User
| Field Name | Description | Type |
|---|---|---|
| Booked User First Name | This is the First name of the Booked User. |
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| Booked User Last Name | This is the Last name of the Booked User. |
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| Booked User Name | This is the Booked User name (Last Name, First Name). |
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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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Fulfilled Role
Fulfilled Role
| Field Name | Description | Type |
|---|---|---|
| Fulfilled Role | This is the Name of the Fulfilled Role. |
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Fulfilled User
Fulfilled User
| Field Name | Description | Type |
|---|---|---|
| Fulfilled User First Name | This is the First name of the Fulfilled User. |
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| Fulfilled User Last Name | This is the Last name of the Fulfilled User. |
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| Fulfilled User Name | This is the Fulfilled User name (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. |
|
| 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. |
|
Request Booking Details
Request Booking Details
| Field Name | Description | Type |
|---|---|---|
| Request Booking Details Custom Check Box1 | The value assigned to the First Custom Check Box in the Booking Attributes. |
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| Request Booking Details Custom Check Box2 | The value assigned to the Second Custom Check Box in the Booking Attributes. |
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| Request Booking Details Custom Check Box3 | The value assigned to the Third Custom Check Box in the Booking Attributes. |
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| Request Booking Details Custom Check Box4 | The value assigned to the Fourth Custom Check Box in the Booking Attributes. |
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| Request Booking Details Custom Check Box5 | The value assigned to the Fifth Custom Check Box in the Booking Attributes. |
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| Request Booking Details Custom Check Box6 | The value assigned to the sixth Custom Check Box in the Booking Attributes. |
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| Request Booking Details Custom Date1 | The full Date assigned to the Custom Date Field in the Booking Attributes. |
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| Request Booking Details Custom Date1 Month | The month for the Date assigned to the Custom Date Field in the Booking Attributes. |
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| Request Booking Details Custom Date1 Month Year | The month and year for the Date assigned to the Custom Date Field in the Booking Attributes. |
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| Request Booking Details Custom Date1 Quarter | The quarter for the Date assigned to the Custom Date Field in the Booking Attributes. |
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| Request Booking Details Custom Date1 Quarter Year | The year and quarter for the Date assigned to the Custom Date Field in the Booking Attributes. |
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| Request Booking Details Custom Date1 Week | The week of the Date assigned to the Custom Date Field in the Booking Attributes. |
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| Request Booking Details Custom Date1 Year | The year of the Date assigned to the Custom Date Field in the Booking Attributes. |
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| Request Booking Details Custom Selection1 | The value assigned to the First Custom Drop Down selection in the Booking Attributes. |
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| Request Booking Details Custom Selection2 | The value assigned to the Second Custom Drop Down selection in the Booking Attributes. |
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| Request Booking Details Custom Selection3 | The value assigned to the Third Custom Drop Down selection in the Booking Attributes. |
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| Request Booking Details Custom Selection4 | The value assigned to the Fourth Custom Drop Down selection in the Booking Attributes. |
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| Request Booking Details Custom Selection5 | The value assigned to the Fifth Custom Drop Down selection in the Booking Attributes. |
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| Request Booking Details Custom Selection6 | The value assigned to the Sixth Custom Drop Down selection in the Booking Attributes. |
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| Request Booking Details Custom Selection7 | The value assigned to the Seventh Custom Drop Down selection in the Booking Attributes. |
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| Request Booking Details Date | The full Date format of the Date the Booking was created. |
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| Request Booking Details Date Month | The month of the Date the Booking was created. |
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| Request Booking Details Date Month Year | The month and year of the Date the Booking was created. |
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| Request Booking Details Date Quarter | The quarter of the Date the Booking was created. |
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| Request Booking Details Date Quarter Year | The quarter and year of the Date the Booking was created. |
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| Request Booking Details Date Week | The week of the Date the Booking was created. |
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| Request Booking Details Date Year | The year of the Date the Booking was created. |
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| Request Booking Details Hard Booking Hours | The number of Hard Booked Hours for this Booking. |
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| Request Booking Details Is Billable | The field identifies if the Booking is billable or not |
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| Request Booking Details Is Hard Booking | The field identifies if the Booking is a Hard Booking or not (a Soft Booking). |
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| Request Booking Details Is User Booking | The field identifies if the Booking is a user Booking or not. |
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| Request Booking Details Soft Booking Hours | The number of Soft Booked Hours for this Booking. |
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| Request Booking Details Total Booking Hours | The total Booked Hours. |
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Request Fulfillment
Request Fulfillment
| Field Name | Description | Type |
|---|---|---|
| Request Fulfillment Available Hours | The available hours for the resource during the time period of the Fulfillment. |
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| Request Fulfillment Custom Check Box 1 | The value assigned to the First Custom Check Box in the Fulfillment Booking Attributes. |
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| Request Fulfillment Custom Check Box 2 | The value assigned to the Second Custom Check Box in the Fulfillment Booking Attributes. |
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| Request Fulfillment Custom Check Box 3 | The value assigned to the Third Custom Check Box in the Fulfillment Booking Attributes. |
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| Request Fulfillment Custom Check Box 4 | The value assigned to the Fourth Custom Check Box in the Fulfillment Booking Attributes. |
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| Request Fulfillment Custom Check Box 5 | The value assigned to the Fifth Custom Check Box in the Fulfillment Booking Attributes. |
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| Request Fulfillment Custom Check Box 6 | The value assigned to the Sixth Custom Check Box in the Fulfillment Booking Attributes. |
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| Request Fulfillment Custom Date 1 | The full date assigned to the Custom Date Field in the Fulfillment Booking Attributes. |
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| Request Fulfillment Custom Date 1 | The month for the date assigned to the Custom Date Field in the Fulfillment Booking Attributes. |
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| Month Request Fulfillment Custom Date1 Month Year | The month and year for the date assigned to the Custom Date Field in the Fulfillment Booking Attributes |
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| Request Fulfillment Custom Date1 Quarter | The quarter for the date assigned to the Custom Date Field in the Fulfillment Booking Attributes. |
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| Request Fulfillment Custom Date 1 Quarter Year | The year and quarter for the date assigned to the Custom Date Field in the Fulfillment Booking Attributes. |
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| Request Fulfillment Custom Date 1 Year | The year for the date assigned to the Custom Date Field in the Fulfillment Booking Attributes. |
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| Request Fulfillment Custom Selection 1 | The value assigned to the First Custom Drop Down selection in the Fulfillment Booking Attributes. |
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| Request Fulfillment Custom Selection 2 | The value assigned to the Second Custom Drop Down selection in the Fulfillment Booking Attributes. |
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| Request Fulfillment Custom Selection 3 | The value assigned to the Third Custom Drop Down selection in the Fulfillment Booking Attributes. |
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| Request Fulfillment Custom Selection 4 | The value assigned to the Fourth Custom Drop Down selection in the Fulfillment Booking Attributes. |
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| Request Fulfillment Custom Selection 5 | The value assigned to the Fifth Custom Drop Down selection in the Fulfillment Booking Attributes. |
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| Request Fulfillment Custom Selection 6 | The value assigned to the Sixth Custom Drop Down selection in the Fulfillment Booking Attributes. |
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| Request Fulfillment Custom Selection 7 | The value assigned to the Seventh Custom Drop Down selection in the Fulfillment Booking Attributes. |
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| Request Fulfillment Date Created | The full date format of the date the Fulfillment was created. |
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| Request Fulfillment Date Created Month | The month of the date the Fulfillment was created. |
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| Request Fulfillment Date Created Month Year | The month and year of the date the Fulfillment was created. |
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| Request Fulfillment Date Created Quarter | The quarter of the date the Fulfillment was created. |
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| Request Fulfillment Date Created Quarter Year | The quarter and year of the date the Fulfillment was created. |
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| Request Fulfillment Date Created Year | The year of the date the Fulfillment was created. |
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| Request Fulfillment Date Modified | The full date format of the date when the Fulfillment was last edited. |
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| Request Fulfillment Date Modified Month | The month of the date the Fulfillment was last edited. |
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| Request Fulfillment Date Modified Month Year | The month and year of the date the Fulfillment was last edited. |
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| Request Fulfillment Date Modified Quarter | The quarter of the date the Fulfillment was last edited. |
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| Request Fulfillment Date Modified Quarter Year | The quarter and year of the date the Fulfillment was last edited. |
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| Request Fulfillment Date Modified Year | The year of the date the Fulfillment was last edited. |
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| Request Fulfillment End | The full date format of the End Date of the Fulfillment. |
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| Request Fulfillment End Month | The month of the End Date of the Fulfillment. |
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| Request Fulfillment End Month Year | The month and year of the End Date of the Fulfillment. |
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| Request Fulfillment End Quarter | The quarter of the End Date of the Fulfillment. |
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| Request Fulfillment End Quarter Year | The quarter and year of the End Date of the Fulfillment. |
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| Request Fulfillment End Year | The year of the End Date of the Fulfillment. |
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| Request Fulfillment Hard Booking Hours | The number of hours or FTEs requested for Hard Booking in the Fulfillment. |
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| Request Fulfillment Interval Type | The interval type of the Fulfillment (Total, Hourly, Weekly, Monthly). |
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| Request Fulfillment Is Billable | The field identifies if the Fulfillment will produce a Billable Booking or not. |
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| Request Fulfillment Is Hard Booking | The field identifies if the Fulfillment is a Hard Booking or not (a Soft Booking). |
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| Request Fulfillment Overallocated Hours | The number of hours that are currently over allocated for the User during the requested time period. |
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| Request Fulfillment Overhead Hours | The number of overhead hours for the User during the requested time period. |
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| Request Fulfillment Overload Hours | The number of overload hours for the User during the requested time period. |
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| Request Fulfillment Soft Booking Hours | The number of hours or FTEs requested for Soft Booking in the Fulfillment. |
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| Request Fulfillment Start | The full date format of the Start Date of the Fulfillment. |
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| Request Fulfillment Start Month | The month of the Start Date of the Fulfillment. |
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| Request Fulfillment Start Month Year | The month and year of the Start Date of the Fulfillment. |
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| Request Fulfillment Start Quarter | The quarter of the Start Date of the Fulfillment. |
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| Request Fulfillment Start Quarter Year | The quarter and year of the Start Date of the Fulfillment |
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| Request Fulfillment Start Year | The year of the Start Date of the Fulfillment. |
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| Request Fulfillment Total Hours | The Total Hours or FTEs requested for the Fulfillment. |
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| Request Fulfillment Total Working Hours | The total Working Hours associated with the User during the requested time period. |
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| Request Fulfillment Tracking Number | The Tracking # of the Resource Request which the Fulfillment is related to. |
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| Request Fulfillment Working Hours | The Regular Working Hours per day assigned to the User. |
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| Resource Request Allocation Type | The allocation type selected for the Fulfillment (Hours or FTEs). |
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Requested Role
Requested Role
| Field Name | Description | Type |
|---|---|---|
| Requested Role | This is the Name of the Requested Role. |
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Requested User
Requested User
| Field Name | Description | Type |
|---|---|---|
| Requested User First Name | This is the First name of the Requested User. |
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| Requested User Last Name | This is the Last name of the Requested User. |
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| Requested User Name | This is the Requested User name (Last Name, First Name). |
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Resource Alternate Group Manager
Resource Alternate Group Manager
| Field Name | Description | Type |
|---|---|---|
| Resource Alternate Group Manager First Name | This is the First Name of the Alternate Group Manager of the Resource Group. |
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| Resource Alternate Group Manager Id | This is the Id of the Alternate Group Manager of the Resource Group. |
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| Resource Alternate Group Manager Last Name | This is the Last Name of the Alternate Group Manager of the Resource Group. |
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Resource Group Manager
Resource Group Manager
| Field Name | Description | Type |
|---|---|---|
| Resource Group Manager First Name | This is the First Name of the Group Manager of the Resource Group. |
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| Resource Group Manager Id | This is the Id of the Group Manager of the Resource Group. |
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| Resource Group Manager Last Name | This is the Last Name of the Group Manager of the Resource Group. |
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Resource Request
Resource Request
| Field Name | Description | Type |
|---|---|---|
| Resource Request Allocation Type | The Allocation Type selected for the Resource Request (Hours or FTEs). |
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| Resource Request Custom Check Box 1 | The value assigned to the First Custom Check Box in the Resource Request Booking Attributes. |
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| Resource Request Custom Check Box 2 | The value assigned to the Second Custom Check Box in the Resource Request Booking Attributes. |
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| Resource Request Custom Check Box 3 | The value assigned to the Third Custom Check Box in the Resource Request Booking Attributes. |
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| Resource Request Custom Check Box 4 | The value assigned to the Fourth Custom Check Box in the Resource Request Booking Attributes. |
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| Resource Request Custom Check Box 5 | The value assigned to the Fifth Custom Check Box in the Resource Request Booking Attributes. |
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| Resource Request Custom Check Box 6 | The value assigned to the Sixth Custom Check Box in the Resource Request Booking Attributes. |
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| Resource Request Custom Date 1 | The full date assigned to the Custom Date Field in the Resource Request Booking Attributes. |
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| Resource Request Custom Date 1 Month | The month for the date assigned to the Custom Date Field in the Resource Request Booking Attributes. |
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| Resource Request Custom Date 1 Month Year | The month and year for the date assigned to the Custom Date Field in the Resource Request Booking Attributes. |
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| Resource Request Custom Date 1 Quarter | The quarter for the date assigned to the Custom Date Field in the Resource Request Booking Attributes. |
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| Resource Request Custom Date 1 Quarter Year | The year and quarter for the date assigned to the Custom Date Field in the Resource Request Booking Attributes. |
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| Resource Request Custom Date 1 Year | The year for the date assigned to the Custom Date Field in the Resource Request Booking Attributes. |
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| Resource Request Custom Selection 1 | The value assigned to the First Custom Drop Down selection in the Resource Request Booking Attributes. |
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| Resource Request Custom Selection 2 | The value assigned to the Second Custom Drop Down selection in the Resource Request Booking Attributes. |
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| Resource Request Custom Selection 3 | The value assigned to the Third Custom Drop Down selection in the Resource Request Booking Attributes. |
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| Resource Request Custom Selection 4 | The value assigned to the Fourth Custom Drop Down selection in the Resource Request Booking Attributes. |
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| Resource Request Custom Selection 5 | The value assigned to the Fifth Custom Drop Down selection in the Resource Request Booking Attributes. |
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| Resource Request Custom Selection 6 | The value assigned to the Sixth Custom Drop Down selection in the Resource Request Booking Attributes. |
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| Resource Request Custom Selection 7 | The value assigned to the Seventh Custom Drop Down selection in the Resource Request Booking Attributes. |
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| Resource Request Date Created | The full Date format of the date the Resource Request was created. |
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| Resource Request Date Created Month | The month of the Date the Resource Request was created. |
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| Resource Request Date Created Month Year | The month and year of the Date the Resource Request was created. |
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| Resource Request Date Created Quarter | The quarter of the Date the Resource Request was created. |
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| Resource Request Date Created Quarter Year | The quarter and year of the Date the Resource Request was created. |
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| Resource Request Date Created Year | The year of the Date the Resource Request was created. |
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| Resource Request Date Modified | The full date format of the Date the Resource Request was last edited. |
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| Resource Request Date Modified Month | The month of the Date the Resource Request was last edited. |
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| Resource Request Date Modified Month Year | The month and year of the Date the Resource Request was last edited. |
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| Resource Request Date Modified Quarter | The quarter of the Date the Resource Request was last edited. |
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| Resource Request Date Modified Quarter Year | The quarter and year of the Date the Resource Request was last edited. |
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| Resource Request Date Modified Year | The year of the Date the Resource Request was last edited. |
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| Resource Request End | The full date format of the End Date of the Resource Request. |
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| Resource Request End Month | The month of the End Date of the Resource Request. |
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| Resource Request End Month Year | The month and year of the End Date of the Resource Request. |
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| Resource Request End Quarter | The quarter of the End Date of the Resource Request. |
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| Resource Request End Quarter Year | The quarter and year of the End Date of the Resource Request. |
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| Resource Request End Year | The year of the End Date of the Resource Request. |
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| Resource Request Hard Booking Hours | The number of hours or FTEs requested for Hard Booking in the Resource Request. |
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| Resource Request Interval Type | The interval type assigned to the Resource Request (Total, Hourly, Weekly, Monthly). |
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| Resource Request Is Approved | The field identifies if the Resource Request has been Approved or not. |
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| Resource Request Is Billable | The field identifies if the Resource Request will produce a Billable Booking or not. |
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| Resource Request Is Final | The field identifies if the Resource Request is in a Sinal State or not. |
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| Resource Request Is Fulfilled | The field identifies if the Resource Request has been Fulfilled or not. |
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| Resource Request Is Hard Booking | The field identifies if the Resource Request is a Hard Booking or not (a Soft Booking). |
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| Resource Request Is Readonly | The field identifies if the Resource Request is currently read only or not. |
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| Resource Request Is Rejected | The field identifies if the Resource Request has been Rejected or not. |
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| Resource Request Is Submitted | The field identifies if the Resource Request has been Submitted or not. |
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| Resource Request Processed By | The User who approved the Resource Request. |
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| Resource Request Processed Date | The full date format of the Date the Resource Request was approved. |
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| Resource Request Processed Date Month | The month of the Date the Resource Request was approved |
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| Resource Request Processed Date Month Year | The month and year of the Date the Resource Request was approved. |
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| Resource Request Processed Date Quarter | The quarter of the Date the Resource Request was approved. |
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| Resource Request Processed Date Quarter Year | The quarter and year of the Date the Resource Request was approved. |
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| Resource Request Processed Date Year | The year of the Date the Resource Request was approved |
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| Resource Request Soft Booking Hours | The number of hours or FTEs requested for Soft Booking in the Resource Request. |
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| Resource Request Start | The full date format of the Start Date of the Resource Request. |
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| Resource Request Start Month | The month of the Start Date of the Resource Request. |
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| Resource Request Start Month Year | The month and year of the Start Date of the Resource Request. |
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| Resource Request Start Quarter | The quarter of the Start Date of the Resource Request. |
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| Resource Request Start Quarter Year | The quarter and year of the Start Date of the Resource Request. |
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| Resource Request Start Year | The year of the Start Date of the Resource Request. |
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| Resource Request State | The workflow State the Resource Request is currently at. |
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| Resource Request Total Hours | The Total Hours or FTEs requested for the Resource Request. |
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| Resource Request Tracking Number | The Tracking# generated for the Resource Request. |
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| Resource Request Workflow | The Workflow used with the Resource Request. |
|
Role Resource Group
Role Resource Group
| Field Name | Description | Type |
|---|---|---|
| Role Resource Group Default Task | This is the Default Task of the Resource Group of the Role. |
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| Role Resource Group Description | This is the Description of the Resource Group of the Role. |
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| Role Resource Group Id | This is the Id of the Resource Group of the Role. |
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| Resource Group Is Active | This defines whether the Resource Group is Active (Yes/No) |
|
| Role Resource Group Name | This is the Name of the Resource Group of the Role. |
|
Scope - All Groups
Scope - All Groups
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
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 - My Entries
Scope - My Entries
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - My Programs
Scope - My Projects
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - My Resource Groups
Scope - My Resource Group
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Task
Task
| Field Name | Description | Type |
|---|---|---|
| Task | This is the Name of the Task. |
|
| Task Description | This is the Description of the Task. |
|
| Task End | This is the End date of the Task. |
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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. |
|
| Task Id | This is the Id of the Task. |
|
| Task Is Active | This defines whether the Task is Active. This will show No (for suspended/decommissioned) or Yes (for active). |
|
| Task Is Billable | This defines whether the Task is Billable. This will show 0 (for non-billable) or 1 (for billable). |
|
| Task Is Capitalized | This defines whether the Task is Capitalized. This will show 0 (for not capitalized) or 1 (for capitalized). |
|
| Task Is Decommissioned | This defines whether the Task is Decommissioned (yes/No). |
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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). |
|
| Task Is RandD | This defines whether the Task is R&D This will show 0 (for not R&D) or 1 (for R&D). |
|
| Task Is Suspended | This defines whether the Task is Suspended (yes/No). |
|
| Task Link | This is the Name of the Task with a link to the corresponding Task Edit page. |
|
| Task Milestone | This is the Milestone that is associated to the Task. |
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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. |
|
| 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. |
|
| Task Used by Money Charge | This defines whether the Task can be used by Money Charges. |
|
| Task Used by Product | This defines whether the Task can be used by Products. |
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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. |
|
| Task Used by Time | This defines whether the Task can be used by Time. |
|
| Task Used by Work Process | This defines whether the Task can be used by Work Processes. |
|
User Resource Group
User Resource Group
| Field Name | Description | Type |
|---|---|---|
| Resource Group Default Task | This is the Default Task of the Resource Group. |
|
| Resource Group Description | This is the Description of the Resource Group. |
|
| Resource Group Id | This is the unique Id of the Resource Group. |
|
| Resource Group Is Active | This defines whether the Resource Group is Active (Yes/No) |
|
| Resource Group Name | This is the Name of the Resource Group. |
|