Project Management Data Source and related views

The Project Management Data Source provides comprehensive visibility into project records and supporting details. Using the available Views, you can build reports that include project metadata, associated Clients and Programs, Project and Client currencies, KPIs, and related Notes and Attachments. With audit tracking for created/modified dates and Users, this data source enables analysis of project performance, managerial responsibilities, and supporting documentation. Scoping options allow filtering by Projects, Programs, and Client Contacts. This data source is ideal for project oversight, status reporting, and strategic management.

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

Alternate Program Manager
Alternate Project Manager
Base Currency
Client
Client Created By User
Client Currency
Client Modified By User
Program
Program Manager
Project
Project Attachment
Project Attachment Created By User
Project Attachment Modified By User
Project Currency
Project KPIs
Project Manager
Project Notes
Project Notes Created By User
Project Notes Modified By User
Scope - All Projects
Scope - Available Projects
Scope - Client Contacts
Scope - My Programs
Scope - My Projects

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).
Client City	This is the Client's City.
Client Company	This is the Company of the Client.
Client Company Type	This is the Company type of the Client (as defined on the CRM tab of Client Edit).
Client Country	This is the Country of the Client.
Client Country Code	This is the Country Code of the Client.
Client Date Created	This is the Date and Time the Client was created on.
Client Date Modified	This is the Date and Time the Client was updated on.
Client Department	This is the Department of the Client.
Client Description	This is the Description of the Client.
Client Division	This is the Division of the Client.
Client Email	This is the Email address of the Client.
Client Employees	This is the number of Employees of the Client (as defined on the CRM tab of Client Edit).
Client Exchange Rate	This identifies which Exchange rate should be used for invoicing (e.g. entry date, invoice start date, invoice end date).
Client Fax	This is the Fax number of the Client.
Client Fiscal End Date	This is the Fiscal End Date of the Client (as defined on the CRM tab of Client Edit).
Client Id	This is the Id of the Client.
Client Industry	This is the Industry of the Client (as defined on the CRM tab of Client Edit).
Client Invoice Issuer Contact First Name	This is the first name of the Issuer contact of the Client.
Client Invoice Issuer Contact Last Name	This is the Last Name of the Invoice Issuer Contact of the Client.
Client Invoice To The Attn Of First Name	This is the First name of the Client contact in the To the attention of field.
Client Invoice To The Attn Of Last Name	This is the Last name of the Client contact in the To the attention of field.
Client Is Active	This defines whether the Client is Active (Yes/No)
Client Ownership	This is the Ownership of the Client (as defined on the CRM tab of Client Edit).
Client Payment Term	This is the Payment Term for the Client.
Client Phone	This is the Phone number of the Client.
Client Purchase	This is the Purchased field of the Client (as defined on the CRM tab of Client Edit).
Client Rating	This is the Rating of the Client (as defined on the CRM tab of Client Edit).
Client Reference Customer	This is the Reference customer field of the Client (as defined on the CRM tab of Client Edit).
Client Referred By	This is the Referred by field (as defined on the CRM tab of Client Edit).
Client Sic Code	This is the SIC Code of the Client (as defined on the CRM tab of Client Edit).
Client State Province	This is the State/Province of the Client.
Client State Province Code	This is the State/Province code of the Client
Client Status	This is the Status of the Client (as defined on the CRM tab of Client Edit).
Client Status Comment	This is the Status comment of the Client (as defined on the CRM tab of Client Edit).
Client Tax Group	This is the Tax Group of the Client.
Client Ticker Symbol	This is the Ticker Symbol of the Client (as defined on the CRM tab of Client Edit).
Client Type	This is the Client type of the Client.
Client Web Site	This is the Web Site of the Client (as defined on the CRM tab of Client Edit).
Client Zip Postal Code	This is the Zip/Postal code of the Client.

Client Created By User

Field Name	Description	Type
Client Created By User First Name	This will display the First name of the User that created the Client.
Client Created By User Last Name	This will display the Last name of the User that created the Client.
Client Created By User Name	This will display the User name of the User that created the Client.

Client Currency

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

Client Modified By User

Field Name	Description	Type
Client Modified By User First Name	This will display the First name of the User that updated the Client.
Client Modified By User Last Name	This will display the Last name of the User that updated the Client.
Client Modified By User Name	This will display the User name of the User that updated the Client.

Program

Field Name	Description	Type
Program	This is the Name of the Program.
Program Description	This is the Description of the Program.
Program Health	This is the Program Health.
Program Id	This is the Id of the Program.
Program Is Completed	This defines whether the Program is Completed. This will show 0 (for not completed) or 1 (for completed).
Program Projects	This is the number of Projects associated to the Program.
Program Status	This is the Status of the Program.

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)
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).

Project

Field Name	Description	Type
Project	This is the Name of the Project.
Project Actual End	This is the Actual End date of the Project; latest Time Entry date.
Project Actual End Month	This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month).
Project Actual End Month Year	This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month Year).
Project Actual End Quarter	This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter).
Project Actual End Quarter Year	This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter Year).
Project Actual End Week	This is the Actual End date of the project; latest Time Entry date (Aggregate Date - Week).
Project Actual End Year	This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Year).
Project Actual Start	This is the Actual Start date of the Project; earliest Time Entry date.
Project Actual Start Month	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month).
Project Actual Start Month Year	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month Year).
Project Actual Start Quarter	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter).
Project Actual Start Quarter Year	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter Year).
Project Actual Start Week	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Week).
Project Actual Start Year	This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Year).
Project Code	This is the Project Code.
Project Company	This is the accounting Company associated to the Project.
Project Contact	This will display the Project Contact Name (Last Name, First Name). If multiple Contacts exist, they will be separated by a --.
Project Date Created	This is the Date and Time the Project was created on.
Project Description	This is the Description of the Project.
Project End	This is the End date of the Project.
Project Health	This is the Health of the Project.
Project Id	This is the Id of the Project.
Project Is Active	This defines whether the Project is Active. This will show 0 (for Suspended) or 1 (for Active).
Project Link	This is the Name of the Project with a link to the corresponding Project Edit page.
Project Parent	This is the Parent Project Name of the Project.
Project Priority	This is the Priority of the Project.
Project Start	This is the Start date of the Project.
Project State	This is the State of the Project.
Project Sum of Allocated Hours	This is the sum of Allocated Hours of a Project (in hours).
Project Sum of Planned Hours	This is the sum of Planned work Hours of a Project (in hours).
Project Tracking No	This is the Tracking # of the Project.
Project Workflow	This is the Workflow associated to the Project.

Project Attachment

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

Project Attachment Created By User

Field Name	Description	Type
Project Attachment Created By User First Name	This will display the First name of the User that created the Project Attachment.
Project Attachment Created By User Last Name	This will display the Last name of the User that created the Project Attachment.

Project Attachment Modified By User

Field Name	Description	Type
Project Attachment Modified By User First Name	This will display the First name of the User that updated the Project Attachment.
Project Attachment Modified By User Last Name	This will display the Last name of the User that updated the Project Attachment.

Project Currency

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

Project KPIs

Field Name	Description	Type
Project Actual Billable In Base Curr	This is the Sum of all Billable Amounts of the Project in Base Currency.
Project Actual Billable In Client Curr	This is the Sum of all Billable Amounts of the Project in Client Currency.
Project Actual Cost In Base Curr	This is the Sum of all Cost Amounts of the Project in Base Currency.
Project Actual Cost In Project Cost Curr	This is the Sum of all Cost Amounts of the Project in Project Cost Currency.
Project Actual Non Billable In Base Curr	This is the Sum of all Non-Billable Amounts of the Project in Base Currency
Project Actual Non Billable In Project Cost Curr	This is the Sum of all Non-Billable Amounts of the Project in Project Cost Currency.
Project Baseline Billable Budget In Base Curr	This is the Sum of Baseline Billable Amounts of the Project in Base Currency.
Project Baseline Billable Budget In Client Curr	This is the Sum of Baseline Billable Amounts of the Project in Client Currency.
Project Baseline Cost Budget In Base Curr	This is the Sum of Baseline Cost Budgets of the Project in Base Currency.
Project Baseline Cost Budget In Project Cost Curr	This is the Sum of Baseline Cost Budgets of the Project in Project Cost Currency.
Project Baseline Non Billable Budget In Base Curr	This is the Sum of Baseline Non-Billable Budgets of the Project in Base Currency.
Project Baseline Non Billable Budget In Project Cost Curr	This is the Sum of Baseline Non-Billable Budgets of the Project in Project Cost Currency.
Project Baseline Time Budget	This is the Sum of Baseline Time Budgets of the Project.
Project Billable Charges In Base Curr	This is the Sum of Billable Charges in Base Currency.
Project Billable Charges In Client Curr	This is the Sum of all Billable Charge Amounts of the Project in Client Currency.
Project Billable Expenses In Base Curr	This is the Sum of all Billable Expense Amounts of the Project in Base Currency.
Project Billable Expenses In Client Curr	This is the Sum of all Billable Expense Amounts of the Project in Client Currency.
Project Billable Products In Base Curr	This is the Sum of all Billable Product Amounts of the Project in Base Currency.
Project Billable Products In Client Curr	This is the Sum of all Billable Product Amounts of the Project in Client Currency.
Project Billable Time	This is the Sum of all Billable Hours entered against the Project.
Project Billable Time Amount In Base Curr	This is the Sum of all Billable Time Budgets Amounts of the Project in Base Currency.
Project Billable Time Amount In Client Curr	This is the Sum of all Billable Time Budgets Amounts of the Project in Client Currency.
Project Current Billable Budget In Base Curr	This is the Sum of all Billable Budget Amounts of the Project in Base Currency.
Project Current Billable Budget In Client Curr	This is the Sum of all Billable Budget Amounts of the Project in Client Currency.
Project Current Cost Budget In Base Curr	This is the Sum of all Current Cost Budget Amounts of the Project in Base Currency.
Project Current Cost Budget In Project Cost Curr	This is the Sum of all Current Cost Budget Amounts of the Project in Project Cost Currency.
Project Current Non Billable Budget In Base Curr	This is the Sum of all Non-Billable Budget Amounts of the Project in Base Currency.
Project Current Non Billable Budget In Project Cost Curr	This is the Sum of all Non-Billable Budget Amounts of the Project in Project Cost Currency.
Project Current Time Budget	This is the Sum of Current Time Budgets of the Project.
Project Delta Baseline Billable Budget In Base Curr	This is the difference between Baseline Billable Budget and Actual Billable in Base Currency.
Project Delta Baseline Billable Budget In Client Curr	This is the difference between Baseline Billable Budget and Actual Billable in Client Currency.
Project Delta Baseline Cost Budget In Base Curr	This is the difference between Baseline Cost Budget and Actual Cost in Base Currency.
Project Delta Baseline Cost Budget In Project Cost Curr	This is the difference between Baseline Cost Budget and Actual Cost in Project Cost Currency.
Project Delta Baseline Non Billable Budget In Base Curr	This is the difference between Baseline Non-Billable Budget and Actual Non-Billable in Base Currency.
Project Delta Baseline Non Billable Budget In Project Cost Curr	This is the difference between Baseline Non-Billable Budget and Actual Non-Billable in Project Cost Currency.
Project Delta Baseline Time Budget	This is the difference between Baseline Time Budget and Actual Time.
Project Delta Current Billable Budget In Base Curr	This is the difference between Current Billable Budget and Actual Billable in Base Currency.
Project Delta Current Billable Budget In Client Curr	This is the difference between Current Billable Budget and Actual Billable in Client Currency.
Project Delta Current Cost Budget In Base Curr	This is the difference between Current Cost Budget and Actual Cost in Base Currency.
Project Delta Current Cost Budget In Project Cost Curr	This is the difference between Current Cost Budget and Actual Cost in Project Cost Currency.
Project Delta Current Non Billable Budget In Base Curr	This is the difference between Current Non-Billable Budget and Actual Billable in Base Currency.
Project Delta Current Non Billable Budget In Project Cost Curr	This is the difference between Current Non-Billable Budget and Actual Non- Billable in Project Cost Currency.
Project Delta Current Time Budget	This is the difference between Current Time Budget and Actual Time.
Project EAC	This is the total number of hours expected to be spent when the Project is completed.
Project Forecasted Billing In Base Curr	This is the Forecasted Billing Amount of the Project in Base Currency.
Project Forecasted Billing In Client Curr	This is the Forecasted Billing Amount of the Project in Client Currency.
Project Forecasted Cost In Base Curr	This is the Forecasted Cost Amount of the Project in Base Currency.
Project Forecasted Cost In Client Curr	This is the Forecasted Cost Amount of the Project in Client Currency.
Project Hard Booked Hours	This is the number of Hard Booked Hours for the Project.
Project Non Billable Time	This is the Sum of all Non-Billable Time Budgets Entries of the Project.
Project Payable Charges In Base Curr	This is the Sum of all Payable Charge Amounts of the Project in Base Currency.
Project Payable Charges In Client Curr	This is the Sum of all Payable Charge Amounts of the Project in Client Currency.
Project Payable Expenses In Base Curr	This is the Sum of all Payable Expense Amounts of the Project in Base Currency.
Project Payable Expenses In Client Curr	This is the Sum of all Payable Expense Amounts of the Project in Client Currency.
Project Payable Products In Base Curr	This is the Sum of all Payable Product Amounts of the Project in Base Currency.
Project Payable Products In Client Curr	This is the Sum of all Payable Product Amounts of the Project in Client Currency.
Project Payable Time	This is the Sum of all Payable Time Budgets Entries of the Project
Project Payable Time Amount In Base Curr	This is the Sum of all Payable Time Budgets Entries of the Project in Base Currency.
Project Payable Time Amount In Client Curr	This is the Sum of all Payable Time Budgets Entries of the Project in Client Currency.
Project Prepaid Amount In Base Curr	This is the Sum of positive Invoiced prepayment type Charge Entries associated to the PO line items of the Project in Base Currency.
Project Prepaid Amount In Client Curr	This is the Sum of positive Invoiced prepayment type Charge Entries associated to the PO line items of the Project in Client Currency.
Project Recognized Po Amount In Base Curr	This is the Sum of Entries associated to POs having their recognized flag set in Project Base Currency.
Project Recognized Po Amount In Client Curr	This is the Sum of Entries associated to POs having their recognized flag set in Project Project Currency.
Project Reimbursable Expenses In Base Curr	This is the Sum of all Reimbursable Expense Amounts of the Project in Base Currency.
Project Remaining Po Amount In Base Curr	This is the Sum of all Reimbursable Expense Amounts of the Project in Base Currency.
Project Remaining Po Amount In Client Curr	This is the Sum of all Reimbursable Expense Amounts of the Project in Client Currency.
Project Soft Booked Hours	This is the number of Soft Booked Hours for the Project.
Project Total Actual Time	This is the Sum of all Time Budgets Entries of the Project.
Project Total Allocated Hours	This is the number of Allocated Hours for the Project.
Project Total Billable Allocated Hours	This is the number of Billable Allocated Hours for the Project.
Project Total Charges In Base Curr	This is the Sum of all Charge Amounts of the Project in Base Currency
Project Total Expenses In Base Curr	This is the Sum of all Expense Amounts of the Project in Base Currency.
Project Total Invoiced In Base Curr	This is the Sum of all Invoiced Amounts of the Project in Base Currency.
Project Total Invoiced In Client Curr	This is the Sum of all Invoiced Amounts of the Project in Client Currency.
Project Total Non Billable Allocated Hours	This is the Sum of all Non-Billable Allocated Hours of the Project.
Project Total Po Amount In Base Curr	This is the Sum of all PO Line Item Amounts in Base Currency.
Project Total Po Amount In Client Curr	This is the Sum of all PO Line Item Amounts in Client Currency.

Project Manager

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

Project Notes

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

Project Notes Created By User

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

Project Notes Modified By User

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

Scope - All Projects

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

Scope - Available Projects

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

Scope - Client Contacts

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

Scope - My 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.