Project Rate Cards Data Source and related views

The Project Rate Cards Data Source allows you to report on project-specific Rate Cards and associated User Roles. Using the available Views, you can build reports that include Rate Card configurations such as Rate Items, Currencies, and role-based Rate associations. Views covering Clients, Projects, and Project Team Users allow analysis of labor costs, billing structures, and rate applications across projects. This data source is useful for financial planning, auditing Rate Card usage, and ensuring consistent billing rates across the organization.

This article lists all the Fields available for each View currently supported under the Project Rate Cards 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
Client
Project
Project Manager
Project Rate Card Currency
Project Team User Role
Project Team User Role Rate Association
Project Team Users
Rate Card
Rate Card Created By User
Rate Card Currency
Rate Card Item Role
Rate Card Items
Rate Card Modified By User
Scope - All Projects
Scope - Available Projects
Scope - My Projects

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

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.

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.

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 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 Rate Card Currency

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

Project Team User Role

Field Name	Description	Type
Project Team User Role	This is the Role Name of the User associated to the Project Team.
Project Team User Role Description	This is the Role Description of the User associated to the Project Team.
Project Team User Role Id	This is the Role Id of the User associated to the Project Team.
Project Team User Role Is Active	This defines whether the associated Role is Active. This will show No for suspended or Yes for active.
Project Team User Role Type	This is the Role Type of the User associated to the Project Team.

Project Team User Role Rate Association

Field Name	Description	Type
Project Rate Card Effective Date	"This is Start date of the Project Rate Card."
Project Rate Card Effective Date Month	"This is Start date of the Project Rate Card (Aggregate Date - Month)."
Project Rate Card Effective Date Month Year	"This is Start date of the Project Rate Card (Aggregate Date - Month Year)."
Project Rate Card Effective Date Quarter	"This is Start date of the Project Rate Card (Aggregate Date - Quarter)."
Project Rate Card Effective Date Quarter Year	"This is Start date of the Project Rate Card (Aggregate Date - Quarter Year)."
Project Rate Card Effective Date Week	"This is Start date of the Project Rate Card (Aggregate Date - Week)."
Project Rate Card Effective Date Year	"This is Start date of the Project Rate Card (Aggregate Date - Year)."
Project Rate Card End Date	"This is End date of the Project Rate Card."
Project Rate Card End Date Month	"This is End date of the Project Rate Card (Aggregate Date - Month)."
Project Rate Card End Date Month Year	"This is End date of the Project Rate Card (Aggregate Date - Month Year)."
Project Rate Card End Date Quarter	"This is End date of the Project Rate Card (Aggregate Date - Quarter)."
Project Rate Card End Date Quarter Year	"This is End date of the Project Rate Card (Aggregate Date - Quarter Year)."
Project Rate Card End Date Week	"This is End date of the Project Rate Card (Aggregate Date - Week)."
Project Rate Card End Date Year	"This is End date date of the Project Rate Card (Aggregate Date - Year)."
Project Rate Card Item Double Overtime	This is the Project Rate of the Double Overtime per Role per Rate Card.
Project Rate Card Item Overtime	This is the Project Rate of the Overtime per Role per Rate Card.
Project Rate Card Item Regular Time	This is the Project Rate of the Regular Time per Role per Rate Card.
Project Rate Card Name	This is the Rate Card Name associated to the Project.
Project Team User Role Association Date	This is the Start Date of the User's association to the Role under Project Team.
Project Team User Role Association Date Month	This is the Start Date of the User's association to the Role under Project Team (Aggregate Date - Month).
Project Team User Role Association Date Month Year	This is the Start Date of the User's association to the Role under Project Team (Aggregate Date - Month Year).
Project Team User Role Association Date Quarter	This is the Start Date of the User's association to the Role under Project Team (Aggregate Date - Quarter).
Project Team User Role Association Date Quarter Year	This is the Start Date of the User's association to the Role under Project Team (Aggregate Date - Quarter Year).
Project Team User Role Association Date Week	This is the Start Date of the User's association to the Role under Project Team (Aggregate Date - Week).
Project Team User Role Association Date Year	This is the Start Date of the User's association to the Role under Project Team (Aggregate Date - Year).
Project Team User Role End Date	This is the End Date of the User's association to the Role under Project Team.
Project Team User Role End Date Month	This is the End Date of the User's association to the Role under Project Team (Aggregate Date - Month).
Project Team User Role End Date Month Year	This is the End Date of the User's association to the Role under Project Team (Aggregate Date - Month Year).
Project Team User Role End Date Quarter	This is the End Date of the User's association to the Role under Project Team (Aggregate Date - Quarter).
Project Team User Role End Date	This is the End Date of the User's association to the Role under Project Team (Aggregate Date - Quarter Year).
Quarter Year Project Team User Role End Date Week	This is the End Date of the User's association to the Role under Project Team (Aggregate Date - Week).
Project Team User Role End Date Year	This is the End Date of the User's association to the Role under Project Team (Aggregate Date - Year).

Project Team Users

Field Name	Description	Type
Project Team User First Name	This is the First name of the User associated to the Project Team.
Project Team User Last Name	This is the Last name of the User associated to the Project Team.
Project Team User Name	This is the User Name (Last Name, First Name) of the User associated to the Project Team.

Rate Card

Field Name	Description	Type
Rate Card Date Created	This is the Date and Time the Rate Card was created on.
Rate Card Date Modified	This is the Date and Time the Rate Card was updated on.
Rate Card Id	This is the Id of the Rate Card.
Rate Card Is Active	This defines whether the Rate Card is Active. This will show No for suspended or Yes for active.
Rate Card Name	This is the Name of the Rate Card.

Rate Card Created By User

Field Name	Description	Type
Rate Card Created By User First Name	This is the First name of the User that created the Rate Card.
Rate Card Created By User Last Name	This is the Last name of the User that created the Rate Card.
Rate Card Created By User Name	This is the User Name (Last Name, First Name) of the User that created the Rate Card.

Rate Card Currency

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

Rate Card Item Role

Field Name	Description	Type
Rate Card Item Role	This is the Name of the Role associated to the Rate Card.
Rate Card Item Role Description	This is the Description of the Role associated to the Rate Card.
Rate Card Item Role Id	This is the Id of the Role associated to the Rate Card.
Rate Card Item Role Is Active	This defines whether the associated Role is Active. This will show No for suspended or Yes for active.
Rate Card Item Role Type	This is the Type of the Role associated to the Rate Card.

Rate Card Items

Field Name	Description	Type
Rate Card Item Double Overtime Time	This is the Rate of the Double Overtime per Role per Rate Card.
Rate Card Item Overtime	This is the Rate of the Overtime per Role per Rate Card.
Rate Card Item Regular Time	This is the Rate of the Regular Time per Role per Rate Card.

Rate Card Modified By User

Field Name	Description	Type
Rate Card Modified By User First Name	This is the First name of the User that updated the Rate Card.
Rate Card Modified By User Last Name	This is the Last name of the User that updated the Rate Card.
Rate Card Modified By User Name	This is the User Name (Last Name, First Name) of the User that updated the Rate Card.

Scope - All Projects

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

Scope - Available Projects

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

Scope - My Projects

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