This article provides all the Fields available for each View currently available under the Timesheet Data Source in Upland Analytics.
The following Views are available when Timesheet Data Source is selected upon creating a report. Click on any of them to view the available Fields.
- Alternate Project Manager
- Approval Alternate Group Manager
- Approval Group Manager
- Client
- Portfolio
- Project
- Project Manager
- Scope - All Groups
- Scope - All Projects
- Scope - Available Projects
- Scope - My Approval Groups
- Scope - My Entries
- Scope - My Functional Group
- Scope - My Projects
- Task
- Time Entry Basic
- Time Entry Extended
- Time Entry Functional Group
- Time Entry Site
- Timesheet Summary
- User
- User Approval 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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Approval Alternate Group Manager
| Field Name | Description | Type |
| Approval Alternate Group Manager First Name | This is the alternate approval group manager first name. |
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| Approval Alternate Group Manager ID | This is the alternate approval group manager ID. |
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| Approval Alternate Group Manager Last Name | This is the alternate approval group manager last name. |
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Approval Group Manager
| Field Name | Description | Type |
| Approval Group Manager First Name | This is the approval group manager first name. |
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| Approval Group Manager ID | This is the approval group manager ID. |
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| Approval Group Manager Last Name | This is the approval group manager last name. |
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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.
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 as of Tenrox 2019 R1 SP4.
- Project Created On Field is availbale as of Tenrox 2019 R1 SP1.
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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Scope - Available Projects
| Field Name | Description | Type |
| Login Name | This is the name of the logged in user. |
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. |
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.
Time Entry Basic
| Field Name | Description | Type |
| Resource Type | This is the user's type on the time entry date. |
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| Time Charge | This is the name of the time charge associated to the entry. |
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| Time Entry Billable Amt in Base Curr | This is the billable amount in the base currency. |
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| Time Entry Billable Total Time | This is the total number of billable hours. |
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| Time Entry Business Unit | This is the name of the business unit associated to the time entry. |
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| Time Entry Entry Date | This is the time entry date. |
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| Time Entry Entry Date Month | This is the time entry date (Aggregate Date - Month). |
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| Time Entry Entry Date Month Year | This is the time entry date (Aggregate Date - Month Year). |
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| Time Entry Entry Date Quarter | This is the time entry date (Aggregate Date - Quarter). |
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| Time Entry Entry Date Quarter Year | This is the time entry date (Aggregate Date - Quarter Year). |
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| Time Entry Entry Date Week | This is the time entry date (Aggregate Date - Week). |
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| Time Entry Entry Date Year | This is the time entry date (Aggregate Date - Year). |
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| Time Entry Is Approved | This defines whether the time entry is approved. This will show 0 (for not approved) or 1 (for approved). |
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| Time Entry Is Billable | This defines whether the time entry is billable. This will show 0 (for non-billable) or 1 (for billable). |
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| Time Entry Is Billed | This defines whether the time entry is in a posted invoice. This will show 0 (for not posted) or 1 (for posted). |
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| Time Entry Is Completed | This defines whether the time entry is completed. This will show 0 (for not completed) or 1 (for completed). |
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| Time Entry Is Payable | This defines whether the time entry is payable. This will show 0 (for not payable) or 1 (for payable). |
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| Time Entry Is Posted | This defines whether the time entry is included in a posted payroll batch. This will show 0 (for not posted) or 1 (for posted). |
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| Time Entry Non billable Total Time | This is the number of non-billable total time hours. |
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| Time Entry Non payable Total Time | This is the number of non-payable total time hours. |
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| Time Entry Note | This is the time entry notes. If multiple notes exist, they will be separated by a --. |
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| Time Entry Payable Amt in Base Curr | This is the total payable amount in the base currency. |
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| Time Entry Payable Total Time | This is the total number of payable hours. |
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| Time Entry Total Time | This is the total hours. |
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Time Entry Extended
| Field Name | Description | Type |
| Time Entry Billable Adjustment | This is the number of billable adjustment time hours |
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| Time Entry Billable Amt in Client Curr | This is the billable amount in the client currency |
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| Time Entry Billable Company ID | This is the id of the company used for billing |
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| Time Entry Billable Company Name | This is the name of the company used for billing |
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| Time Entry Billable Double Overtime | This is the number of billable double overtime hours |
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| Time Entry Billable Double Overtime Amount | This is the billable double overtime amount in the billing currency |
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| Time Entry Billable Overtime | This is the number of billable overtime hours |
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| Time Entry Billable Overtime Amount | This is the billable overtime amount in the billing currency |
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| Time Entry Billable Regular Amount | This is the billable regular time amount in the billing currency |
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| Time Entry Billable Regular Time | This is the number of billable regular hours. |
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| Time Entry Billable Total Amount | This is the total billable amount in the billing currency |
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| Time Entry Double Overtime | This is the number of double overtime hours |
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| Time Entry Invoice Number | This is the invoice # in which the time entry is included |
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| Time Entry Is Capitalized | This defines whether the time entry is capitalized This will show 0 (for not capitalized) or 1 (for capitalized) |
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| Time Entry Is Funded | This defines whether the time entry is payable This will show 0 (for not payable) or 1 (for payable) |
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| Time Entry Is Invoice Adjustment | This defines whether the time entry is an adjustment created from the invoice This will show 0 (for not adjustment created from invoice) or 1 (for adjustment created from invoice) |
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| Time Entry Is RandD | This defines whether the time entry is R&D This will show 0 (for not R&D) or 1 (for R&D) |
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| Time Entry Is Rated | This defines whether the time entry is rated This will show 0 (for not rated) or 1 (for rated) |
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| Time Entry Is Recognized Revenue | This defines whether the time entry is recognized This will show 0 (for not recognized) or 1 (for recognized) |
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| Time Entry Non Billable Adjustment | This is the number of non-billable adjustment time hours |
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| Time Entry Non Billable Double Overtime | This is the number of non-billable double overtime hours |
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| Time Entry Non Billable Overtime | This is the number of non-billable overtime hours |
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| Time Entry Non Billable Regular Time | This is the number of non-billable regular time hours |
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| Time Entry Non Payable Adjustment | This is the number of non-payable adjustment time hours |
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| Time Entry Non Payable Double Overtime | This is the number of non-payable double overtime hours |
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| Time Entry Non Payable Overtime | This is the number of non-payable overtime hours |
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| Time Entry Non Payable Regular Time | This is the number of non-payable regular time hours |
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| Time Entry Overtime | This is the number of overtime hours |
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| Time Entry Payable Company ID | This is the id of the company used for payroll/payable |
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| Time Entry Payable Company Name | This is the name of the company used for payroll/payable |
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| Time Entry Payable Double Overtime | This is the number of payable double overtime hours |
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| Time Entry Payable Double Overtime Amount | This is the payable double overtime amount in the cost currency |
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| Time Entry Payable Overtime | This is the number of payable overtime hours |
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| Time Entry Payable Overtime Amount | This is the payable overtime amount in the cost currency |
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| Time Entry Payable Regular Amount | This is the payable regular time amount in the cost currency |
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| Time Entry Payable Regular Time | This is the number of payable regular hours |
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| Time Entry Payable Total Amount | This is the total payable amount in the cost currency |
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| Time Entry Payroll Batch Number | This is the posted payroll batch # in which the time entry is included |
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| Time Entry Phase | This is the name of the phase associated to the time entry |
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| Time Entry Reference Date | This is the reference date of the entry |
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| Time Entry Reference Date Date | This is the reference date of the entry |
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| Time Entry Reference Date Month | This is the reference month date of the entry |
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| Time Entry Reference Date Month Year | This is the reference month year date of the entry |
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| Time Entry Reference Date Quarter | This is the reference quarter of the entry |
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| Time Entry Reference Date Quarter Year | This is the reference quarter year date of the entry |
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| Time Entry Reference Date Week | This is the reference week date of the entry |
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| Time Entry Reference Date Year | This is the reference year date of the entry |
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| Time Entry Regular Time | This is the number of regular hours |
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Time Entry Functional Group
| Field Name | Description | Type |
| Time Entry Functional Group Default Task | This is the Default Task of the user's functional group on the time entry date. |
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| Time Entry Functional Group Description | This is the Description of the user's functional group on the time entry date. |
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| Time Entry Functional Group ID | This is the unique ID of the user's functional group on the time entry date. |
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| Time Entry Functional Group Name | This is the name of the user's functional group on the time entry date. |
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Time Entry Site
| Field Name | Description | Type |
| Time Entry Site | This is the site name of the time entry |
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| Time Entry Site ID | This is the Unique ID of the site of the time entry (used to link to other views) |
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Timesheet Summary
| Field Name | Description | Type |
| Timesheet Assigned To | This is the name of the user(s) assigned to the current state of the timesheet. If more than 1 user is assigned, they will be separated by a --. |
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| Timesheet Is Approved | This defines whether the timesheet is approved. This will show 0 (for not approved) or 1 (for approved). |
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| Timesheet Is Completed | This defines whether the timesheet is completed. This will show 0 (for not completed) or 1 (for completed). |
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| Timesheet is Rejected | This defines whether the timesheet is rejected. This will show 0 (for not rejected) or 1 (for rejected). |
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| Timesheet Note | This is the expense report notes. If multiple notes exist, they will be separated by a ---. |
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| Timesheet Period End | This is the end date of the timesheet period. |
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| Timesheet Period Start | This is the start date of the timesheet period. |
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| Timesheet State | This is the current state of the timesheet. |
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| Timesheet Template | This is the name of the timesheet template. |
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| Timesheet Workflow | This is the name of the workflow associated to the timesheet. |
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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 approval group default task of the user. |
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| Approval Group Description | This is the approval group description of the user. |
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| Approval Group ID | This is the approval group ID of the user. |
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| Approval Group Name | This is the approval group name of the user. |
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