Financial Planner Category Data Source and related views

The Financial Planner Category Data Source allows you to create detailed reports on financial planner budgets and summaries organized by categories. Using the available Views, you can build reports to analyze financial data by Client, Project, and Portfolio with multi-currency support. This data source offers flexible filtering and Scope options, making it useful for category-level financial analysis and tracking within broader financial planning and management processes.

This article lists all the Fields available for each View currently supported under the Financial Planner Category 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.

Base Currency
Client
Client Created By User
Client Currency
Client Modified By User
Creator
Financial Planner Budget
Financial Planner Category
Financial Planner Summary
Portfolio
Project
Project Currency
Project Manager
Scope - All Projects
Scope - Available Projects
Scope - Client Contacts
Scope - My Portfolios
Scope - My Projects

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

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.

Creator

Field Name	Description	Type
Creator First Name	This is the Creator's First name.
Creator Id	This is the Creator's Id.
Creator Last Name	This is the Creator's Last name.
Creator Pager	This is the Creator's Pager.
Creator Primary Role	This is the Primary Role of the Creator.

Financial Planner Budget

Field Name	Description	Type
Budget Baseline Billable Amount In Base Curr	This is the Baseline Billable Amount of the Project Budget in the Base Currency displayed on Financial Planner under the Budget Summary section.
Budget Baseline Billable Amount In Client Curr	This is the Baseline Billable Amount of the Project Budget in the Client Currency displayed on Financial Planner under the Budget Summary section.
Budget Baseline Billable Amount In Project Curr	This is the Baseline Billable Amount of the Project Budget in the Project Currency displayed on Financial Planner under the Budget Summary section.
Budget Baseline Cost Amount In Base Curr	This is the Baseline Cost Amount of the Project Budget in the Base Currency displayed on Financial Planner under the Budget Summary section.
Budget Baseline Cost Amount In Client Curr	This is the Baseline Cost Amount of the Project Budget in the Client Currency displayed on Financial Planner under the Budget Summary section.
Budget Baseline Cost Amount In Project Curr	This is the Baseline Cost Amount of the Project Budget in the Project Currency displayed on Financial Planner under the Budget Summary section
Budget Baseline Non Billable Amount In Base Curr	This is the Baseline Non Billable Amount of the Project Budget in the Base Currency displayed on Financial Planner under the Budget Summary section.
Budget Baseline Non Billable Amount In Client Curr	This is the Baseline Non Billable Amount of the Project Budget in the Client Currency displayed on Financial Planner under the Budget Summary section.
Budget Baseline Non Billable Amount In Project Curr	This is the Baseline Non Billable Amount of the Project Budget in the Project Currency displayed on Financial Planner under the Budget Summary section.
Budget Baseline Time Hours	This is the Baseline Time Hours of the Project displayed on Financial Planner under the Budget Summary section.
Budget Current Billable Amount In Base Curr	This is the Current Billable Amount of the Project Budget in the Base Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Billable Amount In Client Curr	This is the Current Billable Amount of the Project Budget in the Client Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Billable Amount In Project Curr	This is the Current Billable Amount of the Project Budget in the Project Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Cost Amount In Base Curr	This is the Current Cost Amount of the Project Budget in the Base Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Cost Amount In Client Curr	This is the Current Cost Amount of the Project Budget in the Client Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Cost Amount In Project Curr	This is the Current Cost Amount of the Project Budget in the Project Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Non Billable Amount In Base Curr	This is the Current Non Billable Amount of the Project Budget in the Base Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Non Billable Amount In Client Curr	This is the Current Non Billable Amount of the Project Budget in the Client Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Non Billable Amount In Project Curr	This is the Current Non Billable Amount of the Project Budget in the Project Currency displayed on Financial Planner under the Budget Summary section.
Budget Current Time Hours	This is the Current Time Hours of the Project displayed on Financial Planner under the Budget Summary section.

Financial Planner Category

Field Name	Description
Section	This is the name of the Section which might be renamed from the Financial Planner template. It has one of the following values: Time, Revenue & Cost.
Section Type	This is the type of the Section. It has one of the following values: Time, Revenue & Cost.
Category	This is the name of the Category which might be renamed from the Financial Planner template.. For Time section, its value is Roles. For Revenue and Cost sections, it can be one of the following values “Roles, Charges, Products, Expenses, Functional Groups, Master Sites, Resource Types, Work Types, Tasks“
Category Type	This is the type of the Category. For Time section, its value is Roles. For Revenue and Cost sections, it can be one of the following values “Roles, Charges, Products, Expenses, Functional Groups, Master Sites, Resource Types, Work Types, Tasks“
Subcategory	This is the name of the Subcategory. It has different values based on the selected Category.
Item	This is the name of the Item. For Role Category and Team Member Category its values is the name of the User. Otherwise it is Null.
Item Type	This is the type of the Item. For Role Category and Team Member Category its values is User. Otherwise it is Null.
Subcategory Total Actual Amount in Base Curr	Sum of the Actual amounts in Base Currency calculated per Period for the Subcategory.
Subcategory Total Actual Amount in Client Curr	Sum of the Actual amounts in Client Currency per Period for the Subcategory.
Subcategory Total Actual Amount in Project Curr	Sum of the Actual amounts in Project Currency per Period for the Subcategory.
Subcategory Total Actual Billable Time	Sum of the Actual Billable Time calculated per Period for the Subcategory.
Subcategory Total Actual Non Billable Time	Sum of the Actual Non Billable Time calculated per Period for the Subcategory.
Subcategory Total Actual Non Payable Time	Sum of the Actual Non Payable Time calculated per Period for the Subcategory.
Subcategory Total Actual Payable Time	Sum of the Actual Payable Time calculated per Period for the Subcategory.
Subcategory Total Actual Time	Sum of the Actual Time calculated per Period for the Subcategory.
Subcategory Total Combined Amount in Base Curr	Sum of the Combined amounts in Base Currency calculated per Period for the Subcategory.
Subcategory Total Combined Amount in Client Curr	Sum of the Combined amounts in Client Currency per Period for the Subcategory.
Subcategory Total Combined Amount in Project Curr	Sum of the Combined amounts in Project Currency per Period for the Subcategory.
Subcategory Total Combined Billable Time	Sum of the Combined Billable Time calculated per Period for the Subcategory.
Subcategory Total Combined Non Billable Time	Sum of the Combined Non Billable Time calculated per Period for the Subcategory.
Subcategory Total Combined Non Payable Time	Sum of the Combined Non Payable Time calculated per Period for the
Subcategory Total Combined Payable Time	Sum of the Combined Payable Time calculated per Period for the Subcategory.
Subcategory Total Combined Time	Sum of the Combined Time calculated per Period for the Subcategory.
Subcategory Total Forecast Amount in Base Curr	Sum of the Forecast amounts in Base Currency calculated per Period for the Subcategory.
Subcategory Total Forecast Amount in Client Curr	Sum of the Forecast amounts in Client Currency per Period for the Subcategory.
Subcategory Total Forecast Amount in Project Curr	Sum of the Forecast amounts in Project Currency per Period for the Subcategory.
Subcategory Total Forecast Billable Time	Sum of the Forecast Billable Time calculated per Period for the Subcategory.
Subcategory Total Forecast Non Billable Time	Sum of the Forecast Non Billable Time calculated per Period for the Subcategory.
Subcategory Total Forecast Non Payable Time	Sum of the Forecast Non Payable Time calculated per Period for the Subcategory.
Subcategory Total Forecast Payable Time	Sum of the Forecast Payable Time calculated per Period for the Subcategory.
Subcategory Total Forecast Time	Sum of the Forecast Time calculated per Period for the Subcategory.
Item Total Actual Amount in Base Curr	Sum of the Actual amounts in Base Currency calculated per Period for the Item.
Item Total Actual Amount in Client Curr	Sum of the Actual amounts in Client Currency per Period for the Item.
Item Total Actual Amount in Project Curr	Sum of the Actual amounts in Project Currency per Period for the Item.
Item Total Actual Billable Time	Sum of the Actual Billable Time calculated per Period for the Item.
Item Total Actual Non Billable Time	Sum of the Actual Non Billable Time calculated per Period for the Item.
Item Total Actual Non Payable Time	Sum of the Actual Non Payable Time calculated per Period for the Item.
Item Total Actual Payable Time	Sum of the Actual Payable Time calculated per Period for the Item.
Item Total Actual Time	Sum of the Actual Time calculated per Period for the Item.
Item Total Combined Amount in Base Curr	Sum of the Combined amounts in Base Currency calculated per Period for the Item.
Item Total Combined Amount in Client Curr	Sum of the Combined amounts in Client Currency per Period for the Item.
Item Total Combined Amount in Project Curr	Sum of the Combined amounts in Project Currency per Period for the Item.
Item Total Combined Billable Time	Sum of the Combined Billable Time calculated per Period for the Item.
Item Total Combined Non Billable Time	Sum of the Combined Non Billable Time calculated per Period for the Item.
Item Total Combined Non Payable Time	Sum of the Combined Non Payable Time calculated per Period for the Item.
Item Total Combined Payable Time	Sum of the Combined Payable Time calculated per Period for the Item.
Item Total Combined Time	Sum of the Combined Time calculated per Period for the Item.
Item Total Forecast Amount in Base Curr	Sum of the Forecast amounts in Base Currency calculated per Period for the Item.
Item Total Forecast Amount in Client Curr	Sum of the Forecast amounts in Client Currency per Period for the Item.
Item Total Forecast Amount in Project Curr	Sum of the Forecast amounts in Project Currency per Period for the Item.
Item Total Forecast Billable Time	Sum of the Forecast Billable Time calculated per Period for the Item.
Item Total Forecast Non Billable Time	Sum of the Forecast Non Billable Time calculated per Period for the Item.
Item Total Forecast Non Payable Time	Sum of the Forecast Non Payable Time calculated per Period for the Item.
Item Total Forecast Payable Time	Sum of the Forecast Payable Time calculated per Period for the Item.
Item Total Forecast Time	Sum of the Forecast Time calculated per Period for the Item.
Period End	Period End Date displayed on the Financial Planner.
Period End Month	Period End Date displayed on the Financial Planner (Aggregate Date - Month).
Period End Month Year	Period End Date displayed on the Financial Planner (Aggregate Date - Month Year).
Period End Quarter	Period End Date displayed on the Financial Planner (Aggregate Date - Quarter).
Period End Quarter Year	Period End Date displayed on the Financial Planner (Aggregate Date - Quarter Year).
Period End Year	Period End Date displayed on the Financial Planner (Aggregate Date - Year).
Period End Week	Period End Date displayed on the Financial Planner (Aggregate Date - Week).
Period Start	Period Start Date displayed on the Financial Planner.
Period Start Month	Period Start Date displayed on the Financial Planner (Aggregate Date - Month).
Period Start Month	Year Period Start Date displayed on the Financial Planner (Aggregate Date - Month Year).
Period Start Quarter	Period Start Date displayed on the Financial Planner (Aggregate Date - Quarter).
Period Start Quarter Year	Period Start Date displayed on the Financial Planner (Aggregate Date - Quarter Year).
Period Start Year	Period Start Date displayed on the Financial Planner (Aggregate Date - Year).
Period Start Week	Period Start Date displayed on the Financial Planner (Aggregate Date - Week).
Period Type	This defines the Period which can be “Current, Forecast, Actual”

Financial Planner Summary

Field Name	Description	Type
Actuals To Include	This is the value set on the Forecast Setting (it can be Approved or All Entries).
Baseline Name	This is the Name of the Baseline. If it is the Current Baseline, it will display Project Name + Current else it will be the saved Baseline name.
Baseline Type	This is the Baseline type and it can be set to 4 types of Baselines: First Baseline, Last Baseline, Prior Baseline and Current Baseline. For the rest of the Baselines, the value will be set to empty.
Cost Forecast Method	This is the value set on the Forecast Setting under Forecast Methods section > Cost Field.
Baseline Date Created	This is the Date when the Baseline was created. If it is current Baseline, the Date that it was created for the first time and if it is saved, the Date that it was last saved.
Baseline Date Created Month	This is the Date when the Baseline was created (Aggregate Date - Month).
Baseline Date Created Month Year	This is the Date when the Baseline was created (Aggregate Date - Month Year).
Baseline Date Created Quarter	This is the Date when the Baseline was created (Aggregate Date - Quarter).
Baseline Date Created Quarter Year	This is the Date when the Baseline was created (Aggregate Date - Quarter Year).
Baseline Date Created Year	This is the Date when the Baseline was created (Aggregate Date - Year).
Description	This is the Description of the Baseline.
Display Total Column	This is the value set on the Forecast Setting under Other Settings section > Display Total Column field.
Display View	This is the value set on the Forecast Setting under View section > Display By field. This can be modified also from the financial planner page at the Project level.
Forecast Start	This is the Forecast Start Date calculated the last time the Baseline was processed either manually or automation, based on the View setting (Start Date based on current week, End Date based on Current week, Start Date of displaying Period).
Forecast Start Month	This is the Forecast Start Month.
Forecast Start Month Year	This is the Forecast Start Month (Aggregate Date - Month Year).
Forecast Start Quarter	This is the Forecast Start Quarter.
Forecast Start Quarter Year	This is the Forecast Start Quarter (Aggregate Date - Quarter Year).
Forecast Start Year	This is the Forecast Start Year.
Grand Total - Actual - Billable Time	Sum of the Actual Billable Time calculated over the length of the whole Project
Grand Total - Actual - Charge Revenue Amount In Base Curr	Sum of the Actual Charge Revenue amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Actual - Charge Revenue Amount In Client Curr	Sum of the Actual Charge Revenue amounts in Client Currency calculated over the length of the whole Project.
Grand Total - Actual - Charge Revenue Amount In Project Curr	Sum of the Actual Charge Revenue amounts in Project Currency calculated over the length of the whole Project.
Grand Total - Actual - Cost Amount In Base Curr	Sum of the Actual Cost amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Actual - Cost Amount In Client Curr	Sum of the Actual Cost amounts in Client Currency calculated over the length of the whole Project
Grand Total - Actual - Cost Amount In Project Curr	Sum of the Actual Cost amounts in Project Currency calculated over the length of the whole Project
Grand Total - Actual - Expense Revenue Amount In Base Curr	Sum of the Actual Expense Revenue amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Actual - Expense Revenue Amount In Client Curr	Sum of the Actual Expense Revenue amounts in Client Currency calculated over the length of the whole Project.
Grand Total - Actual - Net Margin Amount In Base Curr	Grand Total Revenue - Grand Total Cost in Client Currency.
Grand Total - Actual - Net Margin Amount In Client Curr	Net % Margin = (Grand Total Net Margin/Grand Total Revenue) * 100
Grand Total - Actual - Expense Revenue Amount In Projeect Curr	Net % Margin = (Grand Total Net Margin/Grand Total Revenue) * 100
Grand Total - Actual - Net Margin Percentage	Sum of the Actual Product Revenue amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Actual - Product Revenue Amount In Base Curr	Sum of the Actual Product Revenue amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Actual - Product Revenue Amount In Client Curr	Sum of the Actual Recognizable Revenue amounts in Client Currency calculated over the length of the whole Project.
Grand Total - Actual - Product Revenue Amount In Project Curr	Sum of the Actual Recognizable Revenue amounts in Project Currency calculated over the length of the whole Project.
Grand Total - Actual - Recognizable Amount In Base Curr	Sum of the Actual Recognizable Revenue amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Actual - Recognizable Amount In Client Curr	Sum of recognized revenue in Client Currency from starting the Project up to Current Period (displays only if Revenue forecast method = T&M).
Grand Total - Actual - Product Revenue Amount In Project Curr	Sum of recognized revenue in Project Currency from starting the Project up to Current Period (displays only if Revenue forecast method = T&M).
Grand Total - Actual - Recognized Amount In Base Curr	Sum of recognized revenue in Client Currency from starting the Project up to Current Period (displays only if Revenue forecast method = T&M).
Grand Total - Actual - Revenue Amount In Base Curr	Sum of the Actual Revenue amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Actual - Revenue Amount In Client Curr	Sum of the Actual Revenue amounts in Client Currency calculated over the length of the whole Project
Grand Total - Actual - Recognizable Amount In Project Curr	Sum of the Actual Revenue amounts in Project Currency calculated over the length of the whole Project.
Grand Total - Actual - Time	Sum of the Actual Time calculated over the length of the whole Project.
Grand Total - Combined - Billable Time	Sum of the Combined Billable Time calculated per Period.
Grand Total - Combined - Charge Revenue Amount In Base Curr	Sum of the Charge Revenue amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Combined - Charge Revenue Amount In Client Curr	Sum of the Charge Revenue amounts in Client Currency calculated over the length of the whole Project.
Grand Total - Combined - Charge Revenue Amount In Project Curr	Sum of the Charge Revenue amounts in Project Currency calculated over the length of the whole Project
Grand Total - Combined - Cost Amount In Base Curr	Sum of the Combined Cost amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Combined - Cost Amount In Client Curr	Sum of the Combined Cost amounts in Client Currency calculated over the length of the whole Project
Grand Total - Combined - Cost Amount In Project Curr	Sum of the Combined Cost amounts in Project Currency calculated over the length of the whole Project.
Grand Total - Combined - Expense Revenue Amount In Base Curr	Sum of the Expense Revenue amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Combined - Expense Revenue Amount In Client Curr	Sum of the Expense Revenue amounts in Client Currency calculated over the length of the whole Project
Grand Total - Combined - Expense Revenue Amount In Project Curr	Sum of the Expense Revenue amounts in Project Currency calculated over the length of the whole Project.
Grand Total - Combined - Net Margin Amount In Base Curr	Grand Total Revenue - Grand Total Cost in Base Currency
Grand Total - Combined - Net Margin Amount In Client Curr	Grand Total Revenue - Grand Total Cost in Client Currency
Grand Total - Combined - Net Margin Amount In Project Curr	Grand Total Revenue - Grand Total Cost in Project Currency
Grand Total - Combined - Net Margin Percentage	Net % Margin = (Grand Total Net Margin/Grand Total Revenue) * 100
Grand Total - Combined - Product Revenue Amount In Base Curr	Sum of the Product Revenue amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Combined - Product Revenue Amount In Client Curr	Sum of the Product Revenue amounts in Client Currency calculated over the length of the whole Project.
Grand Total - Combined - Product Revenue Amount In Project Curr	Sum of the Product Revenue amounts in Project Currency calculated over the length of the whole Project.
Grand Total - Combined - Recognizable Amount In Base Curr	Sum of the Recognizable Revenue amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Combined - Recognizable Amount In Client Curr	Sum of the Recognizable Revenue amounts in Client Currency calculated over the length of the whole Project.
Grand Total - Combined - Recognizable Amount In Proj	Sum of the Recognizable Revenue amounts in Project Currency calculated over the length of the whole Project.
Grand Total - Combined - Recognized Amount In Base Curr	Sum of recognized revenue in Base Currency from starting the Project up to Current Period.
Grand Total - Combined - Recognized Amount In Client Curr	Sum of recognized revenue in Client Currency from starting the Project up to Current Period
Grand Total - Combined - Recognized Amount In Project Curr	Sum of recognized revenue in Project Currency from starting the Project up to Current Period.
Grand Total - Combined - Revenue Amount In Base Curr	Sum of the Combined Revenue amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Combined - Revenue Amount In Client Curr	Sum of the Combined Revenue amounts in Client Currency calculated over the length of the whole Project
Grand Total - Combined - Revenue Amount In Project Curr	Sum of the Combined Revenue amounts in Project Currency calculated over the length of the whole Project.
Grand Total - Combined - Time	Sum of the Combined Time calculated over the length of the whole Project.
Grand Total - Forecast - Billable Time	Sum of the Combined Billable Time calculated over the length of the whole Project.
Grand Total - Forecast - Charge Revenue Amount In Base Curr	Sum of the Forecast Charge Revenue amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Forecast - Charge Revenue Amount In Client Curr	Sum of the Forecast Charge Revenue amounts in Client Currency calculated over the length of the whole Project.
Grand Total - Forecast - Charge Revenue Amount In Pr	Sum of the Forecast Charge Revenue amounts in Project Currency calculated over the length of the whole Project.
Grand Total - Forecast - Cost Amount In Base Curr	Sum of the Forecast Cost amounts in Base Currency calculated over the length of the whole Project
Grand Total - Forecast - Cost Amount In Client Curr	Sum of the Forecast Cost amounts in Client Currency calculated over the length of the whole Project.
Grand Total - Forecast - Cost Amount In Project Curr	Sum of the Forecast Cost amounts in Project Currency calculated over the length of the whole Project.
Grand Total - Forecast - Expense Revenue Amount In Base Curr	Sum of the Forecast Expense Revenue amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Forecast - Expense Revenue Amount In Client Curr	Sum of the Forecast Expense Revenue amounts in Client Currency calculated over the length of the whole Project.
Grand Total - Forecast - Expense Revenue Amount Ib Project Curr	Sum of the Forecast Expense Revenue amounts in Project Currency calculated over the length of the whole Project
Grand Total - Forecast - Net Margin Amount In Base Curr	Grand Total Revenue - Grand Total Cost in Base Currency
Grand Total - Forecast - Net Margin Amount In Client Curr	Grand Total Revenue - Grand Total Cost in Client Currency
Grand Total - Forecast - Net Margin Amount In Project Curr	Grand Total Revenue - Grand Total Cost in Project Currency
Grand Total - Forecast - Net Margin Percentage	Net % Margin = (Grand Total Net Margin/Grand Total Revenue) * 100
Grand Total - Forecast - Product Revenue Amount In Base Curr	Sum of the Forecast Product Revenue amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Forecast - Product Revenue Amount In Client Curr	Sum of the Forecast Product Revenue amounts in Client Currency calculated over the length of the whole Project.
Grand Total - Forecast - Product Revenue Amount In Project Curr	Sum of the Forecast Product Revenue amounts in Project Currency calculated over the length of the whole Project.
Grand Total - Forecast - Recognizable Amount In Base Curr	Sum of the Forecast Recognizable Revenue amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Forecast - Recognizable Amount In Client Curr	Sum of the Forecast Recognizable Revenue amounts in Client Currency calculated over the length of the whole Project
Grand Total - Forecast - Recognizable Amount In Proje	Sum of the Forecast Recognizable Revenue amounts in Project Currency calculated over the length of the whole Project.
Grand Total - Forecast - Recognized Amount In Base Curr	Sum of recognized revenue in Base Currency from starting the Project up to Current Period (displays only if Revenue forecast method = T&M).
Grand Total - Forecast - Recognized Amount In Client Curr	Sum of recognized revenue in Client Currency from starting the Project up to Current Period (displays only if Revenue forecast method = T&M)
Grand Total - Forecast - Recognized Amount In Project Curr	Sum of recognized revenue in Project Currency from starting the Project up to Current Period (displays only if Revenue forecast method = T&M).
Grand Total - Forecast - Revenue Amount In Base Curr	Sum of the Forecast Revenue amounts in Base Currency calculated over the length of the whole Project.
Grand Total - Forecast - Revenue Amount In Client Curr	Sum of the Forecast Revenue amounts in Client Currency calculated over the length of the whole Project.
Grand Total - Forecast - Revenue Amount In Project Curr	Sum of the Forecast Revenue amounts in Project Currency calculated over the length of the whole Project.
Grand Total - Forecast - Time	Sum of the Forecast Time calculated over the length of the whole Project.
Grand Total - Forecast - Time Billable	Sum of the Forecast Billable Time calculated over the length of the whole Project.
Is Current Baseline	Defines whether the Baseline is current. It will show 1 for current Baseline and 0 for other Baselines..
Reason	This is the Reason set when creating the Baseline..
Revenue Forecast Method	This is the value set on the Forecast Setting under Forecast Methods section > Revenue Field.

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.

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 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 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.