Work Item Entry Data Source and related views

The Work Item Entry Data Source allows you to create detailed reports on individual Work Items and their related activities within Projects. You can track Work Item Entries, Attachments, Comments, and Notes along with their Creators and Modifiers. It provides insights into linked Work Items and Team involvement, supporting collaboration and communication analysis across Portfolios and Projects. Including Workflow History, this Data Source helps project managers and team leads monitor progress and status changes at a granular task level.

This article lists all the Fields available for each View currently supported under the Work Item Entry Data Source in Upland Analytics.

When creating a report, select this data source to access the Views described below. Click any View name to see its available Fields and descriptions.

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

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.

Linked Work Item

Field Name Description Type
Linked Work Item Entry Date Created This will display the date and time when the Linked Item was added
Linked Work Item Entry Priority This field will display the priority (name) of the Linked Work Item
Linked Work Item Entry State This field will display the current State of the Linked Work Item Entry
Linked Work Item Entry Title This will display the Name of the Linked Item Entry
Linked Work Item Entry Tracking Number Linked Work Item Entry Tracking Number
Linked Work Item Entry Type This will display the Name of the Work Item Workflow of the linked Entry
Linked Work Item Link Link to the corresponding Work Item Entry.

Linked Work Item Added By User

Field Name Description Type
Linked Work Item Added By User First Name This will display the First Name of the User that added the Linked Work Item.
Linked Work Item Added By User Last Name This will display the Last Name of the User that added the linked Work Item.
Linked Work Item Added By User Name This will display the User Name of the User that added the linked Work Item.

Portfolio

Field Name Description Type
Portfolio This is the name of the Portfolio associated to the Project.
Portfolio Code This is the Portfolio Code.
Portfolio Description This is the Portfolio Description.
Portfolio Id This is the Id of the Portfolio.
Portfolio Is active This defines whether the Portfolio is Active. This will show 0 (for suspended) or 1 (for active).
Portfolio Parent This is the Parent Portfolio.
Portfolio Project Workflow This is the Portfolio Project Workflow.

Portfolio Manager

Field Name Description Type
Portfolio Manager First Name This is the First name of the Portfolio Manager.
Portfolio Manager Is Active This defines whether the Portfolio Manager is Active. This will show 0 (for suspended) or 1 (for active).
Portfolio Manager Last Name This is the Last name of the Portfolio Manager.

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 - Client Contacts

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

Scope - My Portfolios

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.  

Scope - Work Item Project Team

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

Scope - My Work Item Assignment

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

Work Item Attachment

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

Work Item Attachment Created By User

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

Work Item Attachment Modified By User

Field Name Description Type
Work Item Attachment Modified By User First Name This will display the First name of the User that updated the Work Item Attachment.
Work Item Attachment Created By User Name This will display the User Name of the User that created the Work Item Attachment.  
Work Item Attachment Modified By User Last Name This will display the Last name of the User that updated the Work Item Attachment.

Work Item Comment

Field Name Description Type
Work Item Comment This is the Comment.
Work Item Comment Date Created This is the date on which the Comment was created.
Work Item Comment Date Modified This is the date and time on which the Comment was modified.

Work Item Comment Created By User

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

Work Item Comment Modified By User

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

Work Item Entry

Field Name Description Type
Creator Full Name This will display the Creator's Full Name.
Impact Score This will display the Impact Score.  
Impacted Deliverables This will display the Impacted Deliverables.  
Mitigation Strategy This will display the Mitigation Strategy.  
Originator Full Name This will display the Originator's Full Name.
Probability Percentage This will display the Probability Percentage.  
Work Item Entry Assigned To This will display the names of the assigned Users.
Work Item Entry Date Created This will display the date the Work Item Entry was created.
Work Item Entry Date Created Month This will display the moth date the Work Item Entry was created.
Work Item Entry Date Created Month Year This will display the year date the Work Item Entry was created.
Work Item Entry Date Created Quarter This will display the quarter date the Work Item Entry was created.
Work Item Entry Date Created Quarter Year This will display the quarter year date the Work Item Entry was created.
Work Item Entry Date Created Year This will display the year date the Work Item Entry was created.
Work Item Entry Days Open This will display the number of days the Work Process Entry has been open.
Work Item Entry Deadline This will display is the Deadline date of the Work Process Entry.
Work Item Entry Description This will display the Description of the Work Process Entry.
Work Item Entry Is Approved Defines if the Entry is in an Approved State.
Work Item Entry Is Final Defines if the Entry is in a Final State.
Work Item Entry Is Initial Defines if the Entry is in an Open State.
Work Item Entry Is Completed Defines if the Entry is in an Completed State.
Work Item Entry Is Rejected Defines if the Entry is in a Rejected State.
Work Item Entry Date Modified This will display the date the Work Item Entry was modified.
Work Item Entry Priority This will display the Priority (name) of the Work Process Entry.
Work Item Entry State This will display the current State of the Work Process Entry.
Work Item Entry Summary This will display the Summary of the Work Process Entry.
Work Item Entry Tracking Number This will display the Tracking # of the Work Process Entry.
Work Item Entry Type This will display the Work Process Workflow Name.
Work Item Project This will display the Project associated with the Work item.
Work Item Severity This will display the Severity [Name] of the work item.
Work Item Probability This will display the Probability [Name] of the work item.
Work Item Link Link to Work Item Entry list page.

Work Item Notes

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

Work Item Notes Created By User

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

Work Item Notes Modified By User

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

Work Item Workflow History

Field Name Description Type
Work Item Workflow Action This will display the Transition that was used to move the Work Item from the source State to the destination State.
Work Item Workflow Date Modified This will display the date and time when the Transition was made.
Work Item Workflow Destination State This will display the Workflow State to which the Work Item was transitioned.
Work Item Workflow Source State This will display the Workflow State from which the Work Item was transitioned.

Work Item Workflow History Modified By User

Field Name Description Type
Work Item Workflow History Modified by User First Name This will display the First name of the User that performed the Work Item Workflow Action.
Work Item Workflow History Modified by User Name This will display the User Name of the User that performed the Work Item Workflow Action.
Work Item Workflow History Modified by User Last Name This will display the Last name of the User that performed the Work Item Workflow Action.