The Business Unit Data Source allows you to create detailed reports on business unit-level data, including budgets, performance, and managerial oversight. Using the available Views, you can build reports to analyze information by Business Unit and Business Unit Manager, with flexible filtering and Scope options. This data source is useful for tracking organizational performance, monitoring management responsibilities, and supporting strategic decision-making within broader portfolio and project management processes.
This article lists all the Fields available for each View currently supported under the Business Unit 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.
Business Unit
Business Unit
| Field Name | Description | Type |
|---|---|---|
| Business Unit Description | This is the Description of the Business Unit. |
|
| Business Unit End Date | This is the End date of the Business Unit. |
|
| Business Unit Id | This is the Id of the Business Unit. |
|
| Business Unit Is Parent | This defines whether the Business Unit is a main Business Unit or not (a sub-milestone). Will display Yes or No. |
|
| Business Unit Is Placeholder | This indicates if the Business Unit is a Placeholder (Yes or No). |
|
| Business Unit | This is the name of the Business Unit. |
|
| Business Unit Parent | This is the name of the Business Unit that is a parent. |
|
| Business Unit Start Date | This is the Start date of the Business Unit. |
|
| Business Unit Is Active | This defines whether the Business Unit is Active. This will show 0 (for Suspended) or 1 (for Active). |
|
Note: Any User Defined Fields associated to Business Units are available through the Business Unit View.
Business Unit Manager
Business Unit Manager
| Field Name | Description | Type |
|---|---|---|
| Business Unit Manager Alternate Role | This is the Alternate Role of the Business Unit Manager. |
|
| Business Unit Manager Date Created | This is the date and time when the Business Unit Manager account was created. |
|
| Business Unit Manager Date Modified | This is the date and time when the Business Unit Manager account was last modified. |
|
| Business Unit Manager First Name | This is the First Name of the Business Unit Manager. |
|
| Business Unit Manager Is Active | This defines whether the Business Unit Manager is Active (Yes/No). |
|
| Business Unit Manager Last Login | This is the date and time when the Business Unit Manager last logged into the system. |
|
| Date Business Unit Manager Last Name | This is the Last Name of the Business Unit Manager. |
|
| Business Unit Manager Name | This is the Business Unit Manager Name (Last Name, First Name). |
|
| Business Unit Manager Payable Account | This is the Payable Account of the Business Unit Manager. |
|
| Business Unit Manager Payable Segment Code | This is the Payable Segment Code of the Business Unit Manager. |
|
| Business Unit Manager Payment Method | This is the Default Payment Method of the Business Unit Manager. |
|
| Business Unit Manager Receivable Account | This is the Receivable Account of the Business Unit Manager. |
|
| Business Unit Manager Receivable Segment Code | This is the Receivable Segment Code of the Business Unit Manager. |
|