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The Work Data Source and related Views

This article provides all the Fields available for each View currently available under the Work Data Source in Upland Analytics.

The following Views are available when Work Data Source is selected upon creating a report. Click on any of them to view the available Fields.

Alternate Project Manager
Assignment
Base Currency
Business Unit Project Associations
Client
Milestone
Milestone Currency
Portfolio
Portfolio Manager
Project
Project Manager
Project Notes
Project Overview
Scope - All Projects
Scope - Available Projects
Scope - My Projects
Task
Task Notes
User
Work Type

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.
Alternate Project Manager ID	This is the ID of the alternate project manager.
Alternate Project Manager Last Name	This is the last name of the alternate project manager.

Assignment

Field Name	Description	Type
Assignment Description	This is the description of the assignment.
Assignment End Date	This is the end date of the assignment.
Assignment ETC	This is the estimate to completion for the assignment.
Assignment Is Complete	This indicates if the assignment is complete (1) or not (0).
Assignment Percent Complete	This is the percentage of completion of the assignment. This is calculated as Total Time/(Total Time + ETC). If ETC is disabled or total hours are less than or equal to zero, this field returns zero. Otherwise the formulae applies. Note: this value is rounded down.
Assignment Start Date	This is the start date of the assignment.
Assignment Total Hours	This is the total hours worked on the assignment.

Base Currency

Field Name	Description	Type
Base Currency Code	This is the base currency code.
Base Currency Description	This is the base currency description.
Base Currency Symbol	This is the base currency symbol.

Business Unit Project Associations

Field Name	Description	Type
Project Association Business Unit	This is the name of the business unit.
Project Association Business Unit ID	This is the ID of the business unit.
Project Association Business Unit Is Active	This indicates if the business unit is active (1) or not (0).
Project Association End Date	This is the end date of the project's association to the business unit.
Project Association Is Default	This indicates if this is the default business unit for this project (1) or not (0).
Project Association Start Date	This is the start date of the project's association to the business unit.

Client

Field Name	Description	Type
Client	This is the name of the client.
Client Account Executive First Name	This is the last name of the client's account executive.
Client Account Executive Last Name	This is the last name of the client's account executive.
Client Address Line 1	This is the first line of the client's address.
Client Address Line 2	This is the second line of the client's address.
Client Annual Revenue	This is the annual revenue of the client (as defined on the CRM tab of Client Edit).
Client City	This is the client's city.
Client Company	This is the company of the client.
Client Company Type	This is the company type of the client (as defined on the CRM tab of Client Edit).
Client Country	This is the country of the client.
Client Country Code	This is the country code of the client.
Client Default Workflow	This is the name of the client default workflow.
Client Default Workflow Is Specified	This defines whether a client default workflow is specified or not (yes/no).
Client Department	This is the department of the client.
Client Description	This is the description of the client.
Client Division	This is the division of the client.
Client Email	This is the email address of the client.
Client Employees	This is the number of employees of the client (as defined on the CRM tab of Client Edit).
Client Exchange Rate	This identifies which exchange change should be used for invoicing (e.g. entry date, invoice start date, invoice end date).
Client Fax	This is the fax number of the client.
Client Fiscal End Date	This is the fiscal end date of the client (as defined on the CRM tab of Client Edit).
Client Id	This is the Id of the client.
Client Industry	This is the industry of the client (as defined on the CRM tab of Client Edit).
Client Invoice Issuer Contact First Name	This is the first name of the invoice issuer contact of the client.
Client Invoice Issuer Contact Last Name	This is the last name of the invoice issuer contact of the client.
Client Invoice Report Template	This is the name of the client invoice report template.
Client Invoice To The Attn Of First Name	This is the first name of the client contact in the To the Attention of field.
Client Invoice To The Attn Of Last Name	This is the last name of the client contact in the To the Attention of field.
Client Ownership	This is the ownership of the client (as defined on the CRM tab of Client Edit).
Client Payment Term	This is the payment term for the client.
Client Phone	This is the phone number of the client.
Client Purchase	This is the purchase status of the client (as defined on the CRM tab of Client Edit).
Client Rating	This is the rating of the client (as defined on the CRM tab of Client Edit).
Client Reference Customer	This is the reference customer of the client (as defined on the CRM tab of Client Edit).
Client Referred By	This is the user who referred the client (as defined on the CRM tab of Client Edit).
Client Sic Code	This is the SIC code of the client (as defined on the CRM tab of Client Edit).
Client State Province	This is the state or province of the client.
Client State Province Code	This is the state or province code of the client
Client Status	This is the status of the client (as defined on the CRM tab of Client Edit).
Client Status Comment	This is the status comment of the client (as defined on the CRM tab of Client Edit).
Client Tax Group	This is the tax group of the client.
Client Ticker Symbol	This is the ticker symbol of the client (as defined on the CRM tab of Client Edit).
Client Type	This is the type of the client.
Client Web Site	This is the web site of the client (as defined on the CRM tab of Client Edit).
Client Zip Postal Code	This is the zip or postal code of the client.

Version note: Available as of Tenrox 2019 R1 SP4: Client Default Workflow, Client Default Workflow is specified and Client Invoice Report Template Fields.

Milestone

Field Name	Description	Type
Billing Milestone	This defines whether the milestone is a billing milestone (1) or not (0).
Milestone	This is the name of the milestone.
Milestone Actual Completion Date	This is the actual completion date of the milestone.
Milestone Actual Completion Date Month	This is the actual completion date of the milestone (Aggregate Date - Month).
Milestone Actual Completion Date Month Year	This is the actual completion date of the milestone (Aggregate Date - Month Year).
Milestone Actual Completion Date Quarter	This is the actual completion date of the milestone (Aggregate Date - Quarter).
Milestone Actual Completion Date Quarter Year	This is the actual completion date of the milestone (Aggregate Date - Quarter Year).
Milestone Actual Completion Date Week	This is the actual completion date of the milestone (Aggregate Date - Week).
Milestone Actual Completion Date Year	This is the actual completion date of the milestone (Aggregate Date - Year).
Milestone Actual Percent Complete	This is the system calculated % Complete of the milestone.
Milestone Amount in Base Curr	This is the amount of the milestone in the base currency (corresponds to the Amount field of the milestone billing rule).
Milestone Amount in Client Curr	This is the amount of the milestone in the client currency (corresponds to the Amount field of the milestone billing rule).
Milestone Amount in Milestone Curr	This is the amount of the milestone in the milestone billing rule currency (corresponds to the Amount field of the milestone billing rule).
Milestone Amount Percentage	This is the amount percentage of the milestone billing rule (corresponds to the amt(%) field of the milestone billing rule).
Milestone Billing Date	This is the billing date of the milestone.
Milestone Billing Date Month	This is the billing date of the milestone (Aggregate Date - Month).
Milestone Billing Date Month Year	This is the billing date of the milestone (Aggregate Date - Month Year).
Milestone Billing Date Quarter	This is the billing date of the milestone (Aggregate Date - Quarter).
Milestone Billing Date Quarter Year	This is the billing date of the milestone (Aggregate Date - Quarter Year).
Milestone Billing Date Week	This is the billing date of the milestone (Aggregate Date - Week).
Milestone Billing Date Year	This is the billing date of the milestone (Aggregate Date - Year).
Milestone Completion Type	This is the completion type of the milestone.
Milestone Invoice Number	This is the invoice number in which the milestone charge is included.
Milestone Is Invoiced	This defines whether the milestone is invoiced or not. Will display 0 or 1.
Milestone Percent Complete	This is the % Complete of the milestone.
Milestone State	This is the state of the milestone.
Milestone Status	This is the status of the milestone. Will display the color name that’s in the database.
Milestone Target Completion Date	This is the target completion date of the milestone
Milestone Target Completion Date Month	This is the target completion date of the milestone (Aggregate Date - Month).
Milestone Target Completion Date Month Year	This is the target completion date of the milestone (Aggregate Date - Month Year).
Milestone Target Completion Date Quarter	This is the target completion date of the milestone (Aggregate Date - Quarter).
Milestone Target Completion Date Quarter Year	This is the target completion date of the milestone (Aggregate Date - Quarter Year).
Milestone Target Completion Date Week	This is the target completion date of the milestone (Aggregate Date - Week).
Milestone Target Completion Date Year	This is the target completion date of the milestone (Aggregate Date - Year).
Milestone Total in Base Curr	This is the total amount of the milestone in the base currency (corresponds to the Total field of the milestone billing rule).
Milestone Total in Client Curr	This is the total amount of the milestone in the client currency (corresponds to the Total field of the milestone billing rule).
Milestone Total in Milestone Curr	This is the total amount of the milestone in the milestone billing rule currency (corresponds to the Total field of the milestone billing rule).

Milestone Currency

Field Name	Description	Type
Milestone Currency Code	This is the code of the milestone billing rule currency.
Milestone Currency Description	This is the description of the milestone billing rule currency.
Milestone Currency Symbol	This is the symbol of the milestone billing rule currency.

Portfolio

Field Name	Description	Type
Portfolio	This is the name of the portfolio associated to the project.
Portfolio Code	This is the portfolio code.
Portfolio Description	This is the portfolio description.
Portfolio ID	This is the id of the portfolio.
Portfolio Is active	This defines whether the portfolio is active. This will show 0 (for suspended) or 1 (for active).
Portfolio Parent	This is the parent portfolio.
Portfolio Project Workflow	This is the portfolio project workflow.

Portfolio Manager

Field Name	Description	Type
Portfolio Manager First Name	This is the first name of the portfolio manager.
Portfolio Manager Is Active	This defines whether the portfolio manager is active. This will show 0 (for suspended) or 1 (for active).
Portfolio Manager Last Name	This is the last name of the portfolio manager.

Project

Field Name	Description	Type
Project	This is the name of the project.
Project Can Be Invoiced	This defines whether the project can be invoiced or not.
Project Code	This is the project code.
Project Company	This is the accounting company associated to the project.
Project Created On	This is the Date and Time the Project was created on.
Project Description	This is the description of the project.
Project End	This is the end date of the project.
Project Health	This is the project health.
Project Id	This is the Id of the project.
Project Is Active	This defines whether the project is active. This will show 0 (for suspended) or 1 (for active).
Project Parent	This is the parent project.
Project Priority	This is the priority of the project.
Project Start	This is the start date of the project.
Project State	This is the state of the project.
Project Sum of Allocated Hours	This is the sum of allocated time of a project (in hours).
Project Sum of Planned Hours	This is the sum of planned work of a project (in hours).
Project Tracking No	This is the project tracking number.
Project Workflow	This is the project workflow.

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.
Project Manager ID	This is the project manager ID.
Project Manager Last Name	This is the last name of the project manager.

Project Notes

Field Name	Description	Type
Project Note	This is the note.
Project Note Created On	This is the date and time on which the note was created.
Project Note Is Public	This defines whether the note is set as public or not (0 = not public; 1 = public).
Project Note Modified On	This is the date and time on which the note was modified.
Project Note Type	This is the type of the note.

Project Overview

Field Name	Description	Type
Project Baseline Billable Hours	This is the sum of all baseline billable time budgets (in hours) for the project.
Project Baseline Billing	This is the sum of all baseline billable budget amounts for the project in the base currency.
Project Baseline Charge Billable	This is the sum of all baseline billable charge budget amounts for the project in the base currency.
Project Baseline Charge Cost	This is the sum of all baseline cost charge budget amounts for the project in the base currency.
Project Baseline Cost	This is the sum of all baseline cost budget amounts for the project in the base currency.
Project Baseline Expense Billable	This is the sum of all baseline billable expense budget amounts for the project in the base currency.
Project Baseline Expense Cost	This is the sum of all baseline cost expense budget amounts for the project in the base currency.
Project Baseline Hours	This is the sum of all baseline time budgets (in hours) for the project.
Project Baseline Non Billable Hours	This is the sum of all baseline non-billable time budgets (in hours) for the project.
Project Baseline Product Billable	This is the sum of all baseline billable product budget amounts for the project in the base currency.
Project Baseline Product Cost	This is the sum of all baseline cost product budget amounts for the project in the base currency.
Project Baseline Services Billable	This is the sum of all baseline billable time budget amounts for the project in the base currency.
Project Baseline Services Cost	This is the sum of all baseline cost time budget amounts for the project in the base currency.
Project Billable Charges	This is the sum of all billable charge amounts for the project in the base currency.
Project Billable Expenses	This is the sum of all billable expense amounts for the project in the base currency.
Project Billable Products	This is the sum of all billable product amounts for the project in the base currency.
Project Billable Service Utilization	This is the percentage of the total time that is billable. This is calculated as (Total Billable Hours / Total Hours).
Project Billable Services	This is the sum of all billable time amounts for the project in the base currency.
Project Billing Consumed	This is the percentage of the Project Current Billable Budget that has been used. This is calculated as (Total Billing / Project Current Billable Budget).
Project Charges Billed	This is the sum of all billable charges billed for the project (part of a posted invoice) in the base currency.
Project Charges Paid	This is the sum of all payable charges paid for the project (part of a posted payroll or payable batch) in the base currency.
Project Cost Consumed	This is the percentage of the Project Current Cost Budget that has been used. This is calculated as (Total Cost / Project Current Cost Budget).
Project CPI	This is the CPI of the project. This is calculated as Project Baseline Time Budget / (ETC + Actual Hours).
Project Current Billable Hours	This is the sum of all current billable time budgets (in hours) for the project.
Project Current Billing	This is the sum of all current billable budget amounts for the project in the base currency.
Project Current Charge Billable	This is the sum of all current billable charge budget amounts for the project in the base currency.
Project Current Charge Cost	This is the sum of all current cost charge budget amounts for the project in the base currency.
Project Current Cost	This is the sum of all current cost budget amounts for the project in the base currency.
Project Current Expense Billable	This is the sum of all current billable expense budget amounts for the project in the base currency.
Project Current Expense Cost	This is the sum of all current cost expense budget amounts for the project in the base currency.
Project Current Hours	This is the sum of all current time budgets (in hours) for the project.
Project Current Non Billable Hours	This is the sum of all current non-billable time budgets (in hours) for the project.
Project Current Product Billable	This is the sum of all current billable product budget amounts for the project in the base currency.
Project Current Product Cost	This is the sum of all current cost product budget amounts for the project in the base currency.
Project Current Services Billable	This is the sum of all current billable time budget amounts for the project in the base currency.
Project Current Services Cost	This is the sum of all current cost time budget amounts for the project in the base currency.
Project Expenses Billed	This is the sum of all billable expenses billed for the project (part of a posted invoice) in the base currency.
Project Expenses Paid	This is the sum of all reimbursable expenses paid for the project (part of a posted payable batch) in the base currency.
Project Forecasted Revenue	This is the amount of revenue scheduled to be recognized (part of an unrecognized schedule cycle).
Project Payable Charges	This is the sum of all payable charge amounts for the project in the base currency.
Project Payable Expenses	This is the sum of all payable expense amounts for the project in the base currency.
Project Payable Products	This is the sum of all payable product amounts for the project in the base currency.
Project Payable Service Utilization	This is the percentage of the total time that is payable. This is calculated as (Total Payable Hours / Total Hours).
Project Payable Services	This is the sum of all payable time amounts for the project in the base currency.
Project Percent Complete	This is the percentage of completion of the project. This is calculated as (Total Time/Total Current Time Budget).
Project Prepayment	This is the pre-billing amount (sum of charge entries with an item of the type of Prepayment included in an invoice in apply revenue recognition policy state) of the project in the base currency.
Project Products Billed	This is the sum of all billable products billed for the project (part of a posted invoice) in the base currency.
Project Profit	This is the profit in the base currency. This is calculated as Total Billing - Total Cost.
Project Profit Margin	This is the profit margin of the project. This is calculated as [(Total Billing – Total Cost) / Total Billing].
Project Recognized Revenue	This is the amount of the project that is recognized in the base currency
Project Services Billed	This is the sum of all billable time billed for the project (part of a posted invoice) in the base currency.
Project Services Paid	This is the sum of all payable time amounts paid for the project (part of a posted payroll batch) in the base currency.
Project Total Billable Hours	This is the sum of all billable time (in hours) for the project.
Project Total Billed	This is the sum of all billable time, expense, charge and product amounts billed for the project (part of a posted invoice) in the base currency.
Project Total Billing	This is the sum of all billable time, expense, charge and product amounts for the project in the base currency. This will exclude any time amounts against tasks associated to billable milestones.
Project Total Cost	This is the sum of all payable time, expense, charge and product amounts for the project in the base currency.
Project Total Hours	This is the sum of all time (in hours) for the project.
Project Total Non Billable Hours	This is the sum of all non-billable time (in hours) for the project.
Project Total Paid	This is the sum of all payable time, expense and charge amounts paid for the project in the base currency.
Project Total Payable Hours	This is the sum of all payable time (in hours) for the project.
Project Unearned Revenue	This is the amount of unearned revenue for the project. This is the sum of all billable “Use for prepayment” charge entry amounts in the base currency.
Project WIP	This is the WIP amount in the base currency. If a Revenue Recognition Policy is not defined, this will be calculated as (Total Billing – Total Billed). If a Revenue Recognition Policy is defined, this will be calculated as Amount to Recognize from the latest posted WIP Accrual batch.

Scope - All Projects

Field Name	Description	Type
Login Name	This is the name of the logged in user.

Scope - Available Projects

Field Name	Description	Type
Login Name	This is the name of the logged in user.

Scope - My 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.
Task Description	This is the description of the task.
Task End	This is the end date of the task.
Task ETC Enabled	This defines whether ETC is enabled on the task. This will show 1 if ETC is enabled, 0 otherwise.
Task ID	This is the ID of the task.
Task Is Active	This defines whether the task is active. This will show No (for suspended/decommissioned) or Yes (for active).
Task Is Billable	This defines whether the task is billable. This will show 0 (for non-billable) or 1 (for billable).
Task Is Capitalized	This defines whether the task is capitalized. This will show 0 (for not capitalized) or 1 (for capitalized).
Task Is Decommissioned	This defines whether the task is decommissioned (yes/No).
Task Is Funded	This defines whether the task is payable. This will show 0 (for not payable) or 1 (for payable).
Task Is Payable	This defines whether the task is payable. This will show 0 (for not payable) or 1 (for payable).
Task Is Project Overhead	This indicates if the task is considered a cost / overhead to the company (1) or not (0).
Task Is RandD	This defines whether the task is R&D This will show 0 (for not R&D) or 1 (for R&D).
Task Is Suspended	This defines whether the task is suspended (yes/No).
Task Milestone	This is the milestone that is associated to the task.
Task Priority	This is the priority of the task.
Task Start	This is the start date of the task.
Task State	This is the state of the task.
Task Used by Expense	This defines whether the task can be used by Expense.
Task Used by Money Charge	This defines whether the task can be used by Money Charges.
Task Used by Product	This defines whether the task can be used by Products.
Task Used by Purchase	This defines whether the task can be used by Purchases.
Task Used by Resource Planning	This defines whether the task can be used by Resource Planning.
Task Used by Time	This defines whether the task can be used by Time.
Task Used by Work Process	This defines whether the task can be used by Work Processes.

Version note: Available as of Tenrox 2019 R1 SP4: Task Is Suspended and Task Is Decommissioned Fields.

Task Notes

Field Name	Description	Type
Task Note	This is the note.
Task Note Created On	This is the date and time on which the note was created.
Task Note Is Public	This defines whether the note is set as public or not (0 = not public; 1 = public).
Task Note Modified	This is the date and time on which the note was modified.
Task Note Type	This is the type of the note.

User

Field Name	Description	Type
User Address	This is the address of the user.
User Alternate Phone	This is the alternate phone number of the user.
User Business Phone	This is the business phone number of the user.
User Can Report On Any Client	This defines whether the user can report on any client (Yes/No).
User Can Report On Any Group	This defines whether the user can report on any group (Yes/No).
User Can Report On Any Project	This defines whether the user can report on any project(Yes/No).
User Can Report On Any User	This defines whether the user can report on any user (Yes/No).
User Description	This is the description of the user.
User Email	This is the email address of the user.
User Fax	This is the fax number of the user.
User First Name	This is the first name of the user.
User Gender	This is the user gender.
User Hire Date	This is the hire date of the user.
User Holiday Set	This is the holiday set of the user.
User ID	This is the Id of the user.
User Is Active	This defines whether the user is active (Yes/No).
User Is Decommissioned	This defines whether the user is decommissioned. This will show 0 (for not decommissioned) or 1 (for decommissioned).
User Is Suspended	This defines whether the user is Suspended. This will show 0 (for not suspended) or 1 (for suspended).
User Language	This is the language of the user.
User Last Evaluation Date	This is the last evaluation date date of the user.
User Last Name	This is the last name of the user.
User Logon Name	This is the logon name of the user
User Mobile	This is the mobile phone number of the user.
User Name	This is the user name (Last Name, First Name).
User Next Evaluation Date	This is the next evaluation date of the user.
User Pager	This is the pager number of the user.
User Primary Role	This is the primary role of the user.
User Resource Type	This is the name of the (current) resource type.
User Resource Type ID	This is the Id of the (current) resource type.
User Security Role	This is the security role of the user.
User Service Date	This is the service date of the user.
User Termination Date	This is the termination date of the user.
User Title	This is the title of the user.
User Type	This is the user type of the user.

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.

Work Type

Field Name	Description	Type
Work Type	This is the name of the work type.
Work Type Description	This is the description of the work type.
Work Type ETC Enabled	This defines whether ETC is enabled on the task. This will show 1 if ETC is enabled, 0 otherwise.
Work Type ID	This is the ID of the work type.
Work Type Is Billable	This defines whether the task is billable. This will show 0 (for non-billable) or 1 (for billable).
Work Type Is Capitalized	This defines whether the task is capitalized This will show 0 (for not capitalized) or 1 (for capitalized).
Work Type Is Funded	This defines whether the task is payable This will show 0 (for not funded) or 1 (for funded)
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.
Work Type Is Payable	This defines whether the task is payable This will show 0 (for not payable) or 1 (for payable).
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)
Work Type Parent	This is the parent of the work type.
Work Type Used by Expense	This defines whether the task can be used by Expenses.
Work Type Used by Money Charge	This defines whether the task can be used by Money Charges.
Work Type Used by Product	This defines whether the task can be used by Products.
Work Type Used by Purchase	This defines whether the task can be used by Purchases.
Work Type Used by Resource Planning	This defines whether the task can be used by Resource Planning.
Work Type Used by Time	This defines whether the task can be used by Time.
Work Type Used by Work Process	This defines whether the task can be used by Work Processes.