This article provides all the Fields available for each View currently available under the Money Charge Data Source in Upland Analytics.
The following Views are available when Money Charge Data Source is selected upon creating a report. Click on any of them to view the available Fields.
Version Note: Available as of Tenrox 2018 R1 SP6.
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. |
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| Base Currency Description | This is the base currency description. |
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| Base Currency Symbol | This is the base currency symbol. |
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Client
| Field Name | Description | Type |
| Client | This is the name of the client. |
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| Client Account Executive First Name | This is the last name of the client's account executive. |
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| Client Account Executive Last Name | This is the last name of the client's account executive. |
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| Client Address Line 1 | This is the first line of the client's address. |
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| Client Address Line 2 | This is the second line of the client's address. |
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| Client Annual Revenue | This is the annual revenue of the client (as defined on the CRM tab of Client Edit). |
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| Client City | This is the client's city. |
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| Client Company | This is the company of the client. |
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| Client Company Type | This is the company type of the client (as defined on the CRM tab of Client Edit). |
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| Client Country | This is the country of the client. |
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| Client Country Code | This is the country code of the client. |
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| Client Default Workflow | This is the name of the client default workflow. |
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| Client Default Workflow Is Specified | This defines whether a client default workflow is specified or not (yes/no). |
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| Client Department | This is the department of the client. |
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| Client Description | This is the description of the client. |
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| Client Division | This is the division of the client. |
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| Client Email | This is the email address of the client. |
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| Client Employees | This is the number of employees of the client (as defined on the CRM tab of Client Edit). |
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| Client Exchange Rate | This identifies which exchange change should be used for invoicing (e.g. entry date, invoice start date, invoice end date). |
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| Client Fax | This is the fax number of the client. |
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| Client Fiscal End Date | This is the fiscal end date of the client (as defined on the CRM tab of Client Edit). |
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| Client Id | This is the Id of the client. |
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| Client Industry | This is the industry of the client (as defined on the CRM tab of Client Edit). |
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| Client Invoice Issuer Contact First Name | This is the first name of the invoice issuer contact of the client. |
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| Client Invoice Issuer Contact Last Name | This is the last name of the invoice issuer contact of the client. |
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| Client Invoice Report Template | This is the name of the client invoice report template. |
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| Client Invoice To The Attn Of First Name | This is the first name of the client contact in the To the Attention of field. |
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| Client Invoice To The Attn Of Last Name | This is the last name of the client contact in the To the Attention of field. |
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| Client Ownership | This is the ownership of the client (as defined on the CRM tab of Client Edit). |
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| Client Payment Term | This is the payment term for the client. |
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| Client Phone | This is the phone number of the client. |
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| Client Purchase | This is the purchase status of the client (as defined on the CRM tab of Client Edit). |
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| Client Rating | This is the rating of the client (as defined on the CRM tab of Client Edit). |
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| Client Reference Customer | This is the reference customer of the client (as defined on the CRM tab of Client Edit). |
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| Client Referred By | This is the user who referred the client (as defined on the CRM tab of Client Edit). |
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| Client Sic Code | This is the SIC code of the client (as defined on the CRM tab of Client Edit). |
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| Client State Province | This is the state or province of the client. |
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| Client State Province Code | This is the state or province code of the client |
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| Client Status | This is the status of the client (as defined on the CRM tab of Client Edit). |
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| Client Status Comment | This is the status comment of the client (as defined on the CRM tab of Client Edit). |
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| Client Tax Group | This is the tax group of the client. |
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| Client Ticker Symbol | This is the ticker symbol of the client (as defined on the CRM tab of Client Edit). |
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| Client Type | This is the type of the client. |
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| Client Web Site | This is the web site of the client (as defined on the CRM tab of Client Edit). |
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| Client Zip Postal Code | This is the zip or postal code of the client. |
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Version note: Available as of Tenrox 2019 R1 SP4: Client Default Workflow, Client Default Workflow is specified and Client Invoice Report Template Fields.
Money Charge
| Field Name | Description | Type |
| Money Charge | This is the name of the money charge item. |
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| Money Charge Approver Type | This is the approver type of the charge item. |
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| Money Charge Entry Amount In Base Curr | This is the amount of the money charge entry in the base currency. |
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| Money Charge Entry Amount In Entry Curr | This is the amount of the money charge entry in the entry currency. |
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| Money Charge Entry Amount In User Curr | This is the amount of the money charge entry in the user currency. |
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| Money Charge Entry Approval Date | This is the date on which the money charge entry was approved. |
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| Money Charge Entry Approval Date Month | This is the date on which the money charge entry was approved (Aggregate Date - Month). |
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| Money Charge Entry Approval Date Month Year | This is the date on which the money charge entry was approved (Aggregate Date - Month Year). |
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| Money Charge Entry Approval Date Quarter | This is the date on which the money charge entry was approved (Aggregate Date - Quarter). |
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| Money Charge Entry Approval Date Quarter Year | This is the date on which the money charge entry was approved (Aggregate Date - Quarter Year) |
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| Money Charge Entry Approval Date Week | This is the date on which the money charge entry was approved (Aggregate Date - Week). |
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| Money Charge Entry Approval Date Year | This is the date on which the money charge entry was approved (Aggregate Date - Year). |
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| Money Charge Entry Approved By First Name | This is the first name of the user who approved the charge entry. |
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| Money Charge Entry Approved By Last Name | This is the last name of the user who approved the charge entry. |
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| Money Charge Entry Assigned To First Name | This is the first name of the user to whom the charge entry is assigned for approval. |
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| Money Charge Entry Assigned To Last Name | This is the last name of the user to whom the charge entry is assigned for approval. |
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| Money Charge Entry Billable Amt In Base Curr | This is the billable amount of the money charge entry in the base currency. |
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| Money Charge Entry Billable Amt In Entry Curr | This is the billable amount of the money charge entry in the entry currency. |
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| Money Charge Entry Billable Amt In User Curr | This is the billable amount of the money charge entry in the originator's reimbursable currency. |
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| Money Charge Entry Billable Company | This is the name of the company used for billing. |
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| Money Charge Entry Billable Company Id | This is the id of the company used for billing. |
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| Money Charge Entry Date | This is the money charge entry date. |
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| Money Charge Entry Date Month | This is the money charge entry date (Aggregate Date - Month). |
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| Money Charge Entry Date Month Year | This is the money charge entry date (Aggregate Date - Month Year). |
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| Money Charge Entry Date Quarter | This is the money charge entry date (Aggregate Date - Quarter). |
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| Money Charge Entry Date Quarter Year | This is the money charge entry date (Aggregate Date - Quarter Year). |
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| Money Charge Entry Date Week | This is the money charge entry date (Aggregate Date - Week). |
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| Money Charge Entry Date Year | This is the money charge entry date (Aggregate Date - Year). |
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| Money Charge Entry Description | This is the money charge entry description. |
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| Money Charge Entry Invoice Number | This is the invoice number in which the money charge entry is included. |
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| Money Charge Entry Is Approved | This defines whether the money charge entry is approved. This will show 0 (for not approved) and 1 (for approved). |
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| Money Charge Entry Is Billable | This defines whether the money charge entry is billable. This will show 0 (for non-billable) or 1 (for billable). |
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| Money Charge Entry Is Billed | This defines whether the money charge entry is billed (included in a posted invoice). This will show 0 (for not included in a posted invoice) or 1 (for included in a posted invoice). |
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| Money Charge Entry Is Capitalized | This defines whether the money charge entry is capitalized. This will show 0 (for not capitalized) or 1 (for capitalized). |
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| Money Charge Entry Is Funded | This defines whether the money charge entry is funded. This will show 0 (for not funded) or 1 (for funded). |
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| Money Charge Entry Is Payable | This defines whether the money charge entry is payable. This will show 0 (for not payable) or 1 (for payable). |
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| Money Charge Entry Is Posted | This defines whether the money charge entry is included in a posted payroll batch. This will show 0 (for not posted) or 1 (for posted). |
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| Money Charge Entry Is R&D | This defines whether the money charge entry is R&D. This will show 0 (for not R&D) or 1 (for R&D). |
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| Money Charge Entry Is Recognized Revenue | This defines whether the money charge entry revenue is recognized. This will show 0 (for not recognized) or 1 (for recognized). |
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| Money Charge Entry Is Taxable | This defines whether the money charge entry is taxabe. This will show 0 (for not taxable) or 1 (for taxable). |
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| Money Charge Entry Non Billable Amt In Base Curr | This is the non-billable amount of the money charge entry in the base currency. |
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| Money Charge Entry Non Billable Amt In Entry Curr | This is the non-billable amount of the money charge entry in the entry currency. |
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| Money Charge Entry Non Billable Amt In User Curr | This is the non-billable amount of the money charge entry in the user (master site) currency. |
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| Money Charge Entry Payable Amt In Base Curr | This is the payable amount of the money charge entry in the base currency. |
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| Money Charge Entry Payable Amt In Entry Curr | This is the payable amount of the money charge entry in the entry currency. |
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| Money Charge Entry Payable Amt In User Curr | This is the payable amount of the money charge entry in the originator's reimbursable currency. |
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| Money Charge Entry Payable Batch Number | This is the payable batch number in which the money charge entry is included. |
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| Money Charge Entry Payable Company | This is the name of the originator's company |
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| Money Charge Entry Payable Company Id | This is the id of the originator's company |
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| Money Charge Id | This is the Id of the money charge item. |
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| Money Charge Is Used For Prepayment | This defines whether the money charge entry is flagged to be used for prepayment. This will show 0 (for No - unchecked) and 1 for (Yes - checked). |
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Money Charge Currency
| Field Name | Description | Type |
| Currency Code | This is the money charge currency code. |
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| Currency Description | This is the money charge currency description. |
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| Currency Symbol | This is the money charge currency symbol. |
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Portfolio
| Field Name | Description | Type |
| Portfolio | This is the name of the portfolio associated to the project. |
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| Portfolio Code | This is the portfolio code. |
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| Portfolio Description | This is the portfolio description. |
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| Portfolio ID | This is the id of the portfolio. |
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| Portfolio Is active | This defines whether the portfolio is active. This will show 0 (for suspended) or 1 (for active). |
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| Portfolio Parent | This is the parent portfolio. |
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| Portfolio Project Workflow | This is the portfolio project workflow. |
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Project
| Field Name | Description | Type |
| Project | This is the name of the project. |
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| Project Can Be Invoiced | This defines whether the project can be invoiced or not. |
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| Project Code | This is the project code. |
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| Project Company | This is the accounting company associated to the project. |
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| Project Created On | This is the Date and Time the Project was created on. |
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| Project Description | This is the description of the project. |
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| Project End | This is the end date of the project. |
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| Project Health | This is the project health. |
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| Project Id | This is the Id of the project. |
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| Project Is Active | This defines whether the project is active. This will show 0 (for suspended) or 1 (for active). |
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| Project Parent | This is the parent project. |
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| Project Priority | This is the priority of the project. |
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| Project Start | This is the start date of the project. |
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| Project State | This is the state of the project. |
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| Project Sum of Allocated Hours | This is the sum of allocated time of a project (in hours). |
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| Project Sum of Planned Hours | This is the sum of planned work of a project (in hours). |
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| Project Tracking No | This is the project tracking number. |
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| Project Workflow | This is the project workflow. |
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Version Note:
- Project Can Be Invoiced Field is availbale available as of Tenrox 2019R1 SP4.
- Project Created On Field is availbale available as of Tenrox 2019R1 SP1.
Scope - Available Projects
| Field Name | Description | Type |
| Login Name | This is the name of the logged in user. |
Task
| Field Name | Description | Type |
| Task | This is the name of the task. |
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| Task Description | This is the description of the task. |
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| Task End | This is the end date of the task. |
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| Task ETC Enabled | This defines whether ETC is enabled on the task. This will show 1 if ETC is enabled, 0 otherwise. |
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| Task ID | This is the ID of the task. |
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| Task Is Active | This defines whether the task is active. This will show No (for suspended/decommissioned) or Yes (for active). |
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| Task Is Billable | This defines whether the task is billable. This will show 0 (for non-billable) or 1 (for billable). |
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| Task Is Capitalized | This defines whether the task is capitalized. This will show 0 (for not capitalized) or 1 (for capitalized). |
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| Task Is Decommissioned | This defines whether the task is decommissioned (yes/No). |
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| Task Is Funded | This defines whether the task is payable. This will show 0 (for not payable) or 1 (for payable). |
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| Task Is Payable | This defines whether the task is payable. This will show 0 (for not payable) or 1 (for payable). |
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| Task Is Project Overhead | This indicates if the task is considered a cost / overhead to the company (1) or not (0). |
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| Task Is RandD | This defines whether the task is R&D This will show 0 (for not R&D) or 1 (for R&D). |
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| Task Is Suspended | This defines whether the task is suspended (yes/No). |
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| Task Milestone | This is the milestone that is associated to the task. |
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| Task Priority | This is the priority of the task. |
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| Task Start | This is the start date of the task. |
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| Task State | This is the state of the task. |
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| Task Used by Expense | This defines whether the task can be used by Expense. |
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| Task Used by Money Charge | This defines whether the task can be used by Money Charges. |
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| Task Used by Product | This defines whether the task can be used by Products. |
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| Task Used by Purchase | This defines whether the task can be used by Purchases. |
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| Task Used by Resource Planning | This defines whether the task can be used by Resource Planning. |
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| Task Used by Time | This defines whether the task can be used by Time. |
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| Task Used by Work Process | This defines whether the task can be used by Work Processes. |
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Version note: Available as of Tenrox 2019 R1 SP4: Task Is Suspended and Task Is Decommissioned Fields.
User
| Field Name | Description | Type |
| User Address | This is the address of the user. |
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| User Alternate Phone | This is the alternate phone number of the user. |
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| User Business Phone | This is the business phone number of the user. |
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| User Can Report On Any Client | This defines whether the user can report on any client (Yes/No). |
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| User Can Report On Any Group | This defines whether the user can report on any group (Yes/No). |
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| User Can Report On Any Project | This defines whether the user can report on any project(Yes/No). |
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| User Can Report On Any User | This defines whether the user can report on any user (Yes/No). |
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| User Description | This is the description of the user. |
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| User Email | This is the email address of the user. |
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| User Fax | This is the fax number of the user. |
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| User First Name | This is the first name of the user. |
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| User Gender | This is the user gender. |
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| User Hire Date | This is the hire date of the user. |
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| User Holiday Set | This is the holiday set of the user. |
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| User ID | This is the Id of the user. |
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| User Is Active | This defines whether the user is active (Yes/No). |
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| User Is Decommissioned | This defines whether the user is decommissioned. This will show 0 (for not decommissioned) or 1 (for decommissioned). |
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| User Is Suspended | This defines whether the user is Suspended. This will show 0 (for not suspended) or 1 (for suspended). |
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| User Language | This is the language of the user. |
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| User Last Evaluation Date | This is the last evaluation date date of the user. |
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| User Last Name | This is the last name of the user. |
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| User Logon Name | This is the logon name of the user |
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| User Mobile | This is the mobile phone number of the user. |
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| User Name | This is the user name (Last Name, First Name). |
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| User Next Evaluation Date | This is the next evaluation date of the user. |
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| User Pager | This is the pager number of the user. |
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| User Primary Role | This is the primary role of the user. |
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| User Resource Type | This is the name of the (current) resource type. |
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| User Resource Type ID | This is the Id of the (current) resource type. |
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| User Security Role | This is the security role of the user. |
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| User Service Date | This is the service date of the user. |
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| User Termination Date | This is the termination date of the user. |
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| User Title | This is the title of the user. |
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| User Type | This is the user type of the user. |
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Version note: Available as of Tenrox 2019 R1 SP4: User Name (Last Name, First Name), Suspended, Decommissioned, Gender, Can report on any client, Can report on any group, Can report on any project and Can report on any user.
User Currency
| Field Name | Description | Type |
| User Currency Code |
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| User Currency Description |
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| User Currency Symbol |
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Work Type
| Field Name | Description | Type |
| Work Type | This is the name of the work type. |
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| Work Type Description | This is the description of the work type. |
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| Work Type ETC Enabled | This defines whether ETC is enabled on the task. This will show 1 if ETC is enabled, 0 otherwise. |
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| Work Type ID | This is the ID of the work type. |
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| Work Type Is Billable | This defines whether the task is billable. This will show 0 (for non-billable) or 1 (for billable). |
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| Work Type Is Capitalized | This defines whether the task is capitalized This will show 0 (for not capitalized) or 1 (for capitalized) |
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| Work Type Is Funded | This defines whether the task is payable This will show 0 (for not funded) or 1 (for funded) |
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| Work Type Is Leave Time | This defines whether the work type is a leave time work type. This will show 1 if it is a leave time work type, 0 otherwise. |
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| Work Type Is Payable | This defines whether the task is payable This will show 0 (for not payable) or 1 (for payable). |
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| Work Type Is R&D | This defines whether the task is R&D This will show 0 (for not R&D) or 1 (for R&D) |
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| Work Type Parent | This is the parent of the work type. |
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| Work Type Used by Expense | This defines whether the task can be used by Expenses. |
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| Work Type Used by Money Charge | This defines whether the task can be used by Money Charges. |
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| Work Type Used by Product | This defines whether the task can be used by Products. |
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| Work Type Used by Purchase | This defines whether the task can be used by Purchases. |
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| Work Type Used by Resource Planning | This defines whether the task can be used by Resource Planning. |
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| Work Type Used by Time | This defines whether the task can be used by Time. |
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| Work Type Used by Work Process | This defines whether the task can be used by Work Processes. |
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