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The Assignment Budget Data Source and related Views

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

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

Assignment
Assignment Budget Summary
Base Currency
Billing Currency
Client
Cost Currency
Portfolio
Project
Project Manager
Scope - All Projects
Scope - Available Projects
Scope - My Projects
Task
User

Version Note: Available as of Tenrox 2018 R1 SP6.

Note: This page is being updated as new information becomes available.

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.

Assignment Budget Summary

Field Name	Description	Type
Assignment Budget	This is the name of the assignment budget
Assignment Budget Description	This is the assignment budget description.
Assignment Budget End	This is the end date of the assignment budget.
Assignment Budget End Month	This is the end date of the assignment budget (Aggregate Date - Month).
Assignment Budget End Month Year	This is the end date of the assignment budget (Aggregate Date - Month Year).
Assignment Budget End Quarter	This is the end date of the assignment budget (Aggregate Date - Quarter).
Assignment Budget End Quarter Year	This is the end date of the assignment budget (Aggregate Date - Quarter Year).
Assignment Budget End Year	This is the end date of the assignment budget (Aggregate Date - Year).
Assignment Budget Start	This is the start date of the assignment budget.
Assignment Budget Start Month	This is the start date of the assignment budget (Aggregate Date - Month).
Assignment Budget Start Month Year	This is the start date of the assignment budget (Aggregate Date - Month Year).
Assignment Budget Start Quarter	This is the start date of the assignment budget (Aggregate Date - Quarter).
Assignment Budget Start Quarter Year	This is the start date of the assignment budget (Aggregate Date - Quarter Year).
Assignment Budget Start Year	This is the start date of the assignment budget (Aggregate Date - Year).
Assn Budget Actual Billable In Base Curr	This is the actual billable of the assignment within this budget's dates in the base currency. This will exclude any time entries made against assignment which are associated to billable milestones.
Assn Budget Actual Billable In Billable Curr	This is the actual billable of the assignment within this budget's dates in the client currency. This will exclude any time entries made against assignment which are associated to billable milestones.
Assn Budget Actual Billable Time	This is the actual billable time entered against the assignment within this budget's dates
Assn Budget Actual Cost In Base Curr	This is the actual cost of the task within this budget’s dates in the base currency
Assn Budget Actual Cost In Project Cost Curr	This is the actual cost of the task within this budget’s dates in the project cost currency
Assn Budget Actual Non Billable In Base Curr	This is the actual non-billable of the assignment within this budget's dates in the base currency.
Assn Budget Actual Non Billable In Project Cost Curr	This is the actual non-billable of the assignment within this budget's dates in the project cost currency.
Assn Budget Actual Non Billable Time	This is the actual non-billable time entered against the assignment within this budget's dates
Assn Budget Actual Time	This is the actual time entered against the assignment within this budget's dates.
Assn Budget Baseline Billable Difference In Base Curr	This is the baseline billable difference for this assignment budget in the base currency.
Assn Budget Baseline Billable Difference In Billable Curr	This is the baseline billable difference for this assignment budget in the client currency.
Assn Budget Baseline Billable In Base Curr	This is the baseline billable budget of this assignment budget in the base currency.
Assn Budget Baseline Billable In Billable Curr	This is the baseline billable budget of this assignment budget in the client currency.
Assn Budget Baseline Billable Time	This is the baseline billable time budget of this assignment budget.
Assn Budget Baseline Billable Time Difference	This is the baseline billable time difference for this assignment budget.
Assn Budget Baseline Cost Difference In Base Curr	This is the baseline cost difference for this assignment budget in the base currency.
Assn Budget Baseline Cost Difference In Project Cost Curr	This is the baseline cost difference for this assignment budget in the project cost currency.
Assn Budget Baseline Cost In Base Curr	This is the baseline cost budget of this assignment budget in the base currency.
Assn Budget Baseline Cost In Project Cost Curr	This is the baseline cost budget of this assignment budget in the project cost currency.
Assn Budget Baseline Non Billable Difference In Base Curr	This is the baseline non-billable difference for this assignment budget in the base currency.
Assn Budget Baseline Non Billable Difference In Project Cost Curr	This is the baseline non-billable difference for this assignment budget in the project cost currency.
Assn Budget Baseline Non Billable In Base Curr	This is the baseline non-billable budget of this assignment budget in the base currency.
Assn Budget Baseline Non Billable In Project Cost Curr	This is the baseline non-billable budget of this assignment budget in the project cost currency.
Assn Budget Baseline Non Billable Time	This is the baseline non-billable time budget of this assignment budget.
Assn Budget Baseline Non Billable Time Difference	This is the baseline non-billable time difference for this assignment budget.
Assn Budget Baseline Time	This is the baseline time budget of this assignment budget.
Assn Budget Baseline Time Difference	This is the baseline time difference for this assignment budget.
Assn Budget Current Billable Difference In Base Curr	This is the current billable difference for this assignment budget in the base currency.
Assn Budget Current Billable Difference In Billable Curr	This is the current billable difference for this assignment budget in the client currency.
Assn Budget Current Billable In Base Curr	This is the current billable budget of this assignment budget in the base currency.
Assn Budget Current Billable In Billable Curr	This is the current billable budget of this assignment budget in the client currency.
Assn Budget Current Billable Time	This is the current billable time budget of this assignment budget.
Assn Budget Current Billable Time Difference	This is the current billable time difference for this assignment budget.
Assn Budget Current Cost Difference In Base Curr	This is the current cost difference for this assignment budget in the base currency.
Assn Budget Current Cost Difference In Project Cost Curr	This is the current cost difference for this assignment budget in the project cost currency.
Assn Budget Current Cost In Base Curr Assn	This is the current cost budget of this assignment budget in the base currency.
Budget Current Cost In Project Cost Curr	This is the current cost budget of this assignment budget in the project cost currency.
Assn Budget Current Non Billable Difference In Base Curr	This is the current non-billable difference for this assignment budget in the base currency.
Assn Budget Current Non Billable Difference In Project Cost Curr	This is the current non-billable difference for this assignment budget in the project cost currency.
Assn Budget Current Non Billable In Base Curr	This is the current non-billable budget of this assignment budget in the base currency.
Assn Budget Current Non Billable In Project Cost Curr	This is the current non-billable budget of this assignment budget in the project cost currency.
Assn Budget Current Non Billable Time	This is the current non-billable time budget of this assignment budget.
Assn Budget Current Non Billable Time Difference Assn	This is the current non-billable time difference for this assignment budget.
Budget Current Time Assn Budget Current Time Difference	This is the current time difference for this assignment budget.

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.

Billing Currency

Field Name	Description	Type
Billing Currency Code	This is the product entry's billing currency code.
Billing Currency Description	This is the product entry's billing currency description.
Billing Currency Symbol	This is the product entry's billing currency symbol.

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.

Cost Currency

Field Name	Description	Type
Cost Currency Code	This is the product entry's cost currency code.
Cost Currency Description	This is the product entry's cost currency description.
Cost Currency Symbol	This is the product entry's cost currency symbol.

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.

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.

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.

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.