This article provides all the Fields available for each View currently available under the Project Scheduling Data Source in Upland Analytics.
The following Views are available when Project Scheduling Data Source is selected upon creating a report. Click on any of them to view the available Fields.
- Alternate Project Manager
- Base Currency
- Client
- Project
- Project Allocation Summary
- Project Manager
- Resource Alternate Group Manager
- Resource Group Manager
- Role
- Role Resource Group
- Scope - All Groups
- Scope - All Projects
- Scope - Available Projects
- Scope - My Entries
- Scope - My Projects
- Scope - My Resource Groups
- User
- User Resource Group
Version Note: Available as of Tenrox 2018 R1 SP6.
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. |
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| Alternate Project Manager ID | This is the ID of the alternate project manager. |
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| Alternate Project Manager Last Name | This is the last name of the alternate project manager. |
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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.
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 as of Tenrox 2019 R1 SP4.
- Project Created On Field is availbale as of Tenrox 2019 R1 SP1.
Project Allocation Summary
| Field Name | Description | Type |
| Project Allocation Actual Billable Hours | This is the total billable hours for this user on this date. |
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| Project Allocation Actual Billing Base Currency | This is the actual billing in base currency. This is based on approved time entries only. |
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| Project Allocation Actual Cost Base Currency | This is the actual cost in base currency. This is based on approved time entries only. |
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| Project Allocation Actual Hours | This is the total actual hours for the user on this date. |
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| Project Allocation Actual Non Billable Hours | This is the total non-billable hours for this user on this date. |
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| Project Allocation Billable Booking Hours | This is the number of billable booked hours (including hard & soft booked hours). |
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| Project Allocation Billable Hard Booking Hours | This is the number of billable hard booked hours. |
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| Project Allocation Billable Soft Booking Hours | This is the number of billable soft booked hours. |
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| Project Allocation Date | This is the date for the booking and actual values. |
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| Project Allocation Date Month | This is the date for the booking and actual values (Aggregate Date - Month). |
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| Project Allocation Date Month Year | This is the date for the booking and actual values (Aggregate Date - Month Year). |
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| Project Allocation Date Quarter | This is the date for the booking and actual values (Aggregate Date - Quarter). |
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| Project Allocation Date Quarter Year | This is the date for the booking and actual values (Aggregate Date - Quarter Year). |
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| Project Allocation Date Week | This is the date for the booking and actual values (Aggregate Date - Week). |
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| Project Allocation Date Year | This is the date for the booking and actual values (Aggregate Date - Year). |
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| Project Allocation Hard Booked Forecast Billing Base Curr | This is the forecast billing in the base currency (based on hard bookings in the work plan) |
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| Project Allocation Hard Booked Forecast Cost Base Curr | This is the forecast cost in the base currency (based on hard bookings in the work plan) |
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| Project Allocation Hard Booking Hours | This is the number of hard booked hours |
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| Project Allocation Is User Booking | This indicates if the booking is on a user (1) or a role (0) |
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| Project Allocation Non Billable Booking Hours | This is the number of non billable booked hours (including hard & soft booked hours) |
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| Project Allocation Non Billable Hard Booking Hours | This is the number of non billable hard booked hours |
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| Project Allocation Non Billable Soft Booking Hours | This is the number of non billable soft booked hours |
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| Project Allocation Soft Booked Forecast Billing Base Curr | This is the forecast billing in the base currency (based on soft bookings in the work plan) |
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| Project Allocation Soft Booked Forecast Cost Base Curr | This is the forecast cost in the base currency (based on soft bookings in the work plan) |
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| Project Allocation Soft Booking Hours | This is the number of soft booked hours |
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| Project Allocation Total Booking Hours | This the total number of booked hours (i.e. Hard booked + soft booked) for the date |
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Project Manager
| Field Name | Description | Type |
| Project Manager First Name | This is the first name of the project manager. |
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| Project Manager ID | This is the project manager ID. |
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| Project Manager Last Name | This is the last name of the project manager. |
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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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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 - Available Projects
| Field Name | Description | Type |
| Login Name | This is the name of the logged in user. |
Scope - My Resource Groups
| Field Name | Description | Type |
| Login Name | This is the name of the logged in user. |
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 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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