This article provides all the Fields available for each View currently available under the Organization Data Source in Upland Analytics.
The following Views are available when Organization Data Source is selected upon creating a report. Click on any of them to view the available Fields.
- Active Site
- Approval Alternate Group Manager
- Approval Group Manager
- Business Unit User Associations
- Functional Alternate Group Manager
- Functional Group Manager
- Master Site
- Resource Alternate Group Manager
- Resource Group Manager
- Resource Roles
- Role
- Role Resource Group
- Scope - All Groups
- Scope - My Approval Groups
- Scope - My Functional Group
- Scope - My Resource Groups
- Security Access Rights
- User
- User Approval Group
- User Functional Group
- User Resource Group
Version Note: Available as of Tenrox 2018 R1 SP6.
Note: This page is being updated as new information becomes available.
Active Site
| Field Name | Description | Type |
| Active Site | This is the name of the user's active site. |
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| Active Site ID | This is the ID of the user's active site. |
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Approval Alternate Group Manager
| Field Name | Description | Type |
| Approval Alternate Group Manager First Name | This is the first name of the approval alternate group manager. |
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| Approval Alternate Group Manager ID | This is the ID of the approval alternate group manager. |
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| Approval Alternate Group Manager Last Name | This is the last name of the approval alternate group manager. |
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Approval Group Manager
| Field Name | Description | Type |
| Approval Group Manager First Name | This is the first name of the approval group manager. |
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| Approval Group Manager ID | This is the ID of the approval group manager. |
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| Approval Group Manager Last Name | This is the last name of the approval group manager. |
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Business Unit User Associations
| Field Name | Description | Type |
| User Associations Association End Date | This is the end date of the user's association to the business unit. |
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| User Associations Association Start Date | This is the start date of the user's association to the business unit. |
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| User Associations Business Unit | This is the name of the business unit. |
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| User Associations Business Unit ID | This is the ID of the business unit. |
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| User Associations Business Unit Is Active | This indicates if the business unit is active (1) or not (0). |
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| User Associations Is Default | This indicates if this is the default business unit for this user (1) or not(1). |
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Functional Alternate Group Manager
| Field Name | Description | Type |
| Functional Alternate Group Manager First Name | This is the first name of the functional alternate group manager. |
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| Functional Alternate Group Manager ID | This is the ID of the functional alternate group manager. |
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| Functional Alternate Group Manager Last Name | This is the last name of the functional alternate group manager. |
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Functional Group Manager
| Field Name | Description | Type |
| Functional Group Manager First Name | This is the first name of the functional group manager. |
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| Functional Group Manager ID | This is the ID of the functional group manager. |
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| Functional Group Manager Last Name | This is the last name of the functional group manager. |
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Master Site
| Field Name | Description | Type |
| Master Site | This is the name of the user's master site |
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| Master Site ID | This is the unique ID of the user's master site |
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Resource Alternate Group Manager
| Field Name | Description | Type |
| Resource Alternate Group Manager First Name | This is the first name of the alternate group manager of the resource group. |
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| Resource Alternate Group Manager ID | This is the ID of the alternate group manager of the resource group. |
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| Resource Alternate Group Manager Last Name | This is the last name of the alternate group manager of the resource group. |
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Resource Group Manager
| Field Name | Description | Type |
| Resource Group Manager First Name | This is the first name of the group manager of the resource group. |
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| Resource Group Manager ID | This is the ID of the group manager of the resource group. |
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| Resource Group Manager Last Name | This is the last name of the group manager of the resource group. |
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Resource Roles
| Field Name | Description | Type |
| Is Primary Role | This indicates if this is the user's primary role (1) or an alternate role. |
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Role
| Field Name | Description | Type |
| Role | This is the name of the role |
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| Role Calendar | This is the role calendar |
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| Role Description | This is the description of the . |
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| Role Hourly Billing Rate | This is the hourly billing rate used for forecasting. |
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| Role Hourly Cost Rate | This is the hourly cost rate used for forecasting. |
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| Role ID | This is the id of the role. |
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| Role Is Active | This defines whether the role is active. This will show 0 (for suspended) or 1 (for active). |
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| Role Type | This is the role type. |
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Role Resource Group
| Field Name | Description | Type |
| Role Resource Group Default Task | This is the default task of the resource group of the role. |
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| Role Resource Group Description | This is the description of the resource group of the role. |
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| Role Resource Group ID | This is the ID of the resource group of the role. |
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| Role Resource Group Name | This is the name of the resource group of the role. |
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Scope - My Approval Groups
| Field Name | Description | Type |
| Login Name | This is the name of the logged in user. |
Scope - My Functional Group
| Field Name | Description | Type |
| Login Name | This is the name of the logged in user. |
Scope - My Resource Group
| Field Name | Description | Type |
| Login Name | This is the name of the logged in user. |
Security Access Rights
| Field Name | Description | Type |
| Applicable Actions | This lists all applicable component rights. |
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| Component Name | This is the Security Profile Component Name. |
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| Create | This is the Create right. |
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| Delete | This is the Delete right. |
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| Modify | This is the Modify right. |
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| Security Profile Module Name | This is the 1st tier module name. |
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| Security Profile Name | This is the name of the Security Profile. |
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| Security Profile Sub Module Name | This is the 2nd tier module name. |
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| View | This is the View right. |
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| Yes / No | This is the Yes/No right. |
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Version Note: The Security Access Rights Fields are available as of Tenrox 2019 R1 SP4.
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 Approval Group
| Field Name | Description | Type |
| Approval Group Default Task | This is the default task of the approval group. |
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| Approval Group Description | This is the description of the approval group. |
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| Approval Group ID | This is the unique ID of the approval group. |
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| Approval Group Name | This is the name of the approval group. |
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User Functional Group
| Field Name | Description | Type |
| Functional Group Default Task | This is the default task of the functional group. |
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| Functional Group Description | This is the description of the functional group. |
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| Functional Group ID | This is the unique ID of the functional group. |
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| Functional Group Name | This is the name of the functional group. |
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User Resource Group
| Field Name | Description | Type |
| Resource Group Default Task | This is the default task of the resource group. |
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| Resource Group Description | This is the description of the resource group. |
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| Resource Group ID | This is the unique ID of the resource group. |
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| Resource Group Name | This is the name of the resource group. |
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