This article provides all the Fields available for each View currently available under the Financial Planner Data Source in Upland Analytics.
The following Views are available when Financial Planner Data Source is selected upon creating a report. Click on any of them to view the available Fields.
Version Note: A beta version of the Financial Planner Data Source, Views and Fields are available as of Tenrox 2019 R1 SP1.
Note: This page is being updated as new information becomes available.
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.
Client Currency
| Field Name | Description | Type |
| Currency Code | This is the Client currency code. |
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| Currency Description | This is the Client currency description. |
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| Currency Symbol | This is the Client currency symbol. |
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Creator
| Field Name | Description | Type |
| Creator First Name | This is the first name of the Creator. |
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| Creator Id | This is the ID of the Creator. |
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| Creator Last Name | This is the last name of the Creator. |
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| Creator Pager | This is the pager number of the Creator. |
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| Creator Primary Role | This is the primary role of the Creator. |
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Financial Planner Budget
| Field Name | Description | Type |
| Budget Baseline Billable Amount In Base Curr | This is the baseline billable amount of the project budget in the base currency displayed on Financial Planner under the Budget Summary section |
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| Budget Baseline Billable Amount In Client Curr | This is the baseline billable amount of the project budget in the client currency displayed on Financial Planner under the Budget Summary section |
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| Budget Baseline Cost Amount In Base Curr | This is the baseline cost amount of the project budget in the base currency displayed on Financial Planner under the Budget Summary section |
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| Budget Baseline Cost Amount In Client Curr | This is the baseline cost amount of the project budget in the client currency displayed on Financial Planner under the Budget Summary section |
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| Budget Baseline Non Billable Amount In Base Curr | This is the baseline non billable amount of the project budget in the base currency displayed on Financial Planner under the Budget Summary section |
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| Budget Baseline Non Billable Amount In Client Curr | This is the baseline non billable amount of the project budget in the client currency displayed on Financial Planner under the Budget Summary section |
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| Budget Baseline Time Hours | This is the baseline time hours of the project displayed on Financial Planner under the Budget Summary section |
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| Budget Current Billable Amount In Base Curr | This is the current billable amount of the project budget in the base currency displayed on Financial Planner under the Budget Summary section |
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| Budget Current Billable Amount In Client Curr | This is the current billable amount of the project budget in the client currency displayed on Financial Planner under the Budget Summary section |
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| Budget Current Cost Amount In Base Curr | This is the current cost amount of the project budget in the base currency displayed on Financial Planner under the Budget Summary section |
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| Budget Current Cost Amount In Client Curr | This is the current cost amount of the project budget in the client currency displayed on Financial Planner under the Budget Summary section |
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| Budget Current Non Billable Amount In Base Curr | This is the current non billable amount of the project budget in the base currency displayed on Financial Planner under the Budget Summary section |
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| Budget Current Non Billable Amount In Client Curr | This is the current non billable amount of the project budget in the client currency displayed on Financial Planner under the Budget Summary section |
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| Budget Current Time Hours | This is the current time hours of the project displayed on Financial Planner under the Budget Summary section |
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Financial Planner Detail
| Field Name | Description | Type |
| Period End | Period End Date displayed on the Financial Planner |
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| Period End Month | Period End Date displayed on the Financial Planner.(Aggregate Date - Month). |
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| Period End Month Year | Period End Date displayed on the Financial Planner.(Aggregate Date - Month Year). |
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| Period End Quarter | Period End Date displayed on the Financial Planner.(Aggregate Date - Quarter) |
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| Period End Quarter Year | Period End Date displayed on the Financial Planner.(Aggregate Date - Quarter Year) |
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| Period End Year | Period End Date displayed on the Financial Planner.(Aggregate Date - Year) |
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| Period Start | Period Start Date displayed on the Financial Planner. |
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| Period Start Month | Period Start Date displayed on the Financial Planner.(Aggregate Date - Month). |
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| Period Start Month Year | Period Start Date displayed on the Financial Planner.(Aggregate Date - Month Year). |
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| Period Start Quarter | Period Start Date displayed on the Financial Planner.(Aggregate Date - Quarter) |
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| Period Start Quarter Year | Period Start Date displayed on the Financial Planner.(Aggregate Date - Quarter Year) |
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| Period Start Year | Period Start Date displayed on the Financial Planner.(Aggregate Date - Year) |
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| Total - Actual - Billable Time | Sum of the Actual BillableTime calculated per period |
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| Total - Actual - Charge Revenue Amount In Base Curr | Sum of the Actual Charge Revenue amounts in Base Curr calculated per period |
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| Total - Actual - Charge Revenue Amount In Client Curr | Sum of the Actual Charge Revenue amounts in Client Curr calculated per period |
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| Total - Actual - Cost Amount In Base Curr | Sum of the Actual Cost amounts in Base Curr calculated per period |
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| Total - Actual - Cost Amount In Client Curr | Sum of the Actual Cost amounts in Client Curr calculated per period |
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| Total - Actual - Expense Revenue Amount In Base Curr | Sum of the Actual Expense Revenue amounts in Base Curr calculated per period |
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| Total - Actual - Expense Revenue Amount In Client Curr | Sum of the Actual Expense Revenue amounts in Client Curr calculated per period |
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| Total - Actual - Net Margin Amount In Base Curr | Total Revenue - Total Cost in Base Curr |
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| Total - Actual - Net Margin Amount In Client Curr | Total Revenue - Total Cost in Client Curr |
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| Total - Actual - Net Margin Percentage | Net % Margin = ( Total Net Margin/ Total Revenue) * 100 |
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| Total - Actual - Product Revenue Amount In Base Curr | Sum of the Actual Product Revenue amounts in Base Curr calculated per period |
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| Total - Actual - Product Revenue Amount In Client Curr | Sum of the Actual Product Revenue amounts in Client Curr calculated per period |
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| Total - Actual - Recognizable Amount In Base Curr | Sum of the Actual Recognizable Revenue amounts in Base Curr calculated per period |
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| Total - Actual - Recognizable Amount In Client Curr | Sum of the Actual Recognizable Revenue amounts in Client Curr calculated per period |
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| Total - Actual - Recognized Amount In Base Curr | Sum of recognized revenue in Base Curr from starting the Project up to Current Period (displays only if Revenue forecast method = T&M) |
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| Total - Actual - Recognized Amount In Client Curr | Sum of recognized revenue in Client Curr from starting the Project up to Current Period (displays only if Revenue forecast method = T&M) |
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| Total - Actual - Revenue Amount In Base Curr | Sum of the Actual Revenue amounts in Base Curr calculated per period |
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| Total - Actual - Revenue Amount In Client Curr | Sum of the Actual Revenue amounts in Client Curr calculated per period |
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| Total - Actual - Time | Sum of the Actual Time calculated per period |
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| Total - Combined - Billable Time | Sum of the Combined Billable Time calculated per period |
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| Total - Combined - Charge Revenue Amount In Base Curr | Sum of the Charge Revenue amounts in Base Curr calculated per period |
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| Total - Combined - Charge Revenue Amount In Client Curr | Sum of the Charge Revenue amounts in Client Curr calculated per period |
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| Total - Combined - Cost Amount In Base Curr | Sum of the Combined Cost amounts in Base Curr calculated per period |
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| Total - Combined - Cost Amount In Client Curr | Sum of the Combined Cost amounts in Client Curr calculated per period |
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| Total - Combined - Expense Revenue Amount In Base Curr | Sum of the Actual Expense Revenue amounts in Base Curr calculated per period |
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| Total - Combined - Expense Revenue Amount In Client Curr | Sum of the Actual Expense Revenue amounts in Client Curr calculated per period |
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| Total - Combined - Net Margin Amount In Base Curr | Total Revenue - Total Cost in Base Curr |
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| Total - Combined - Net Margin Amount In Client Curr | Total Revenue - Total Cost in Client Curr |
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| Total - Combined - Net Margin Percentage | Net % Margin = ( Total Net Margin/ Total Revenue) * 100 |
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| Total - Combined - Product Revenue Amount In Base Curr | Sum of the Product Revenue amounts in Base Curr calculated per period |
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| Total - Combined - Product Revenue Amount In Client Curr | Sum of the Product Revenue amounts in Client Curr calculated per period |
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| Total - Combined - Recognizable Amount In Base Curr | Sum of the Recognizable Revenue amounts in Base Curr calculated per period |
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| Total - Combined - Recognizable Amount In Client Curr | Sum of the Recognizable Revenue amounts in Client Curr calculated per period |
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| Total - Combined - Recognized Amount In Base Curr | Sum of recognized revenue in Base Curr from starting the Project up to Current Period |
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| Total - Combined - Recognized Amount In Client Curr | Sum of recognized revenue in Client Curr from starting the Project up to Current Period |
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| Total - Combined - Revenue Amount In Base Curr | Sum of the Combined Revenue amounts in Base Curr calculated per period |
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| Total - Combined - Revenue Amount In Client Curr | Sum of the Combined Revenue amounts in Client Curr calculated per period |
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| Total - Combined - Time | Sum of the Combined Time calculated per period |
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| Total - Forecast - Billable Time | Sum of the Forecast Billalbe Time calculated per period |
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| Total - Forecast - Charge Revenue Amount In Base Curr | Sum of the Forecast Charge Revenue amounts in Base Curr calculated per period |
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| Total - Forecast - Charge Revenue Amount In Client Curr | Sum of the Forecast Charge Revenue amounts in Client Curr calculated per period |
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| Total - Forecast - Cost Amount In Base Curr | Sum of the Forecast Cost amounts in Base Curr calculated per period |
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| Total - Forecast - Cost Amount In Client Curr | Sum of the Forecast Cost amounts in Client Curr calculated per period |
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| Total - Forecast - Expense Revenue Amount In Base Curr | Sum of the Forecast Expense Revenue amounts in Base Curr calculated per period |
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| Total - Forecast - Expense Revenue Amount In Client Curr | Sum of the Forecast Expense Revenue amounts in Client Curr calculated per period |
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| Total - Forecast - Net Margin Amount In Base Curr | Total Revenue - Total Cost in Base Curr |
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| Total - Forecast - Net Margin Amount In Client Curr | Total Revenue - Total Cost in Client Curr |
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| Total - Forecast - Net Margin Percentage | Net % Margin = ( Total Net Margin/ Total Revenue) * 100 |
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| Total - Forecast - Product Revenue Amount In Base Curr | Sum of the Actual Product Revenue amounts in Base Curr calculated per period |
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| Total - Forecast - Product Revenue Amount In Client Curr | Sum of the Actual Product Revenue amounts in Client Curr calculated per period |
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| Total - Forecast - Recognizable Amount In Base Curr | Sum of the Forecast Recognizable Revenue amounts in Base Curr calculated per period |
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| Total - Forecast - Recognizable Amount In Client Curr | Sum of the Forecast Recognizable Revenue amounts in Client Curr calculated per period |
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| Total - Forecast - Recognized Amount In Base Curr | Sum of recognized revenue in Base Curr from starting the Project up to Current Period (displays only if Revenue forecast method = T&M) |
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| Total - Forecast - Recognized Amount In Client Curr | Sum of recognized revenue in Client Curr from starting the Project up to Current Period (displays only if Revenue forecast method = T&M) |
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| Total - Forecast - Revenue Amount In Base Curr | Sum of the Forecast Revenue amounts in Base Curr calculated per period |
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| Total - Forecast - Revenue Amount In Client Curr | Sum of the Forecast Revenue amounts in Client Curr calculated per period |
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| Total - Forecast - Time | Sum of the Forecast Time calculated per period |
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Version Note: Available as of Tenrox 2019 R1 SP3.
Financial Planner Summary
| Field Name | Description | Type |
| Actuals To Include | This is the value set on the Forecast Setting (it can be Approved or All Entries ) |
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| Baseline Name | This is the name of the baseline. If it is the current baseline, it will display Project Name + Current else it will be the saved baseline name. |
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| Cost Forecast Method | This is the value set on the Forecast Setting under Forecast Methods section > Cost Field |
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| Created On | This is the date when the baseline was created. If it is current baseline, the date that it was created for the first time and if it is saved, the date that it was last saved. |
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| Created On Month | This is the date when the baseline was created.(Aggregate Date - Month). |
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| Created On Month Year | This is the date when the baseline was created.(Aggregate Date - Month Year). |
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| Created On Quarter | This is the date when the baseline was created.(Aggregate Date - Quarter) |
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| Created On Quarter Year | This is the date when the baseline was created.(Aggregate Date - Quarter Year) |
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| Created On Year | This is the date when the baseline was created.(Aggregate Date - Year) |
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| Description | This is the description of the baseline |
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| Display Total Column | This is the value set on the Forecast Setting under Other Settings section > Display Total Column field |
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| Display View | This is the value set on the Forecast Setting under View section > Display By field. This can be modified also from the financial planner page at the project level |
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| Forecast Start | This is the Forecast Start Date calculated the last time the baseline was processed either manually or automation, based on the View setting (Start date based on current week, End date based on Current week, Start date of displaying period) |
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| Forecast Start Month | (Aggregate Date - Month). |
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| Forecast Start Month Year | (Aggregate Date - Month Year). |
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| Forecast Start Quarter | (Aggregate Date - Quarter) |
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| Forecast Start Quarter Year | (Aggregate Date - Quarter Year) |
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| Forecast Start Year | (Aggregate Date - Year) |
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| Grand Total - Actual - Billable Time * | Sum of the Actual BillableTime calculated over the length of the whole project |
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| Grand Total - Actual - Charge Revenue Amount In Base Curr * | Sum of the Actual Charge Revenue amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Actual - Charge Revenue Amount In Client Curr * | Sum of the Actual Charge Revenue amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Actual - Cost Amount In Base Curr | Sum of the Actual Cost amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Actual - Cost Amount In Client Curr | Sum of the Actual Cost amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Actual - Expense Revenue Amount In Base Curr * | Sum of the Actual Expense Revenue amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Actual - Expense Revenue Amount In Client Curr * | Sum of the Actual Expense Revenue amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Actual - Net Margin Amount In Base Curr * | Grand Total Revenue - Grand Total Cost in Client Curr |
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| Grand Total - Actual - Net Margin Amount In Client Curr * | Net % Margin = (Grand Total Net Margin/Grand Total Revenue) * 100 |
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| Grand Total - Actual - Net Margin Percentage * | Sum of the Actual Product Revenue amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Actual - Product Revenue Amount In Base Curr * | Sum of the Actual Product Revenue amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Actual - Product Revenue Amount In Client Curr * | Sum of the Actual Recognizable Revenue amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Actual - Recognizable Amount In Base Curr | Sum of the Actual Recognizable Revenue amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Actual - Recognizable Amount In Client Curr * | Sum of recognized revenue in Base Curr from starting the Project up to Current Period (displays only if Revenue forecast method = T&M) |
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| Grand Total - Actual - Recognized Amount In Base Curr * | Sum of recognized revenue in Client Curr from starting the Project up to Current Period (displays only if Revenue forecast method = T&M) |
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| Grand Total - Actual - Revenue Amount In Base Curr | Sum of the Actual Revenue amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Actual - Revenue Amount In Client Curr * | Sum of the Actual Revenue amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Actual - Revenue Amount In Client Curr | Sum of the Actual Revenue amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Actual - Time | Sum of the Actual Time calculated over the length of the whole project |
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| Grand Total - Combined - Billable Time * | Sum of the Combined Billable Time calculated per period |
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| Grand Total - Combined - Charge Revenue Amount In Base Curr * | Sum of the Charge Revenue amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Combined - Charge Revenue Amount In Client Curr * | Sum of the Charge Revenue amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Combined - Cost Amount In Base Curr | Sum of the Combined Cost amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Combined - Cost Amount In Client Curr | Sum of the Combined Cost amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Combined - Expense Revenue Amount In Base Curr * | Sum of the Expense Revenue amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Combined - Expense Revenue Amount In Client Curr * | Sum of the Expense Revenue amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Combined - Net Margin Amount In Base Curr * | Grand Total Revenue - Grand Total Cost in Base Curr |
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| Grand Total - Combined - Net Margin Amount In Client Curr * | Grand Total Revenue - Grand Total Cost in Client Curr |
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| Grand Total - Combined - Net Margin Percentage * | Net % Margin = (Grand Total Net Margin/Grand Total Revenue) * 100 |
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| Grand Total - Combined - Product Revenue Amount In Base Curr * | Sum of the Product Revenue amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Combined - Product Revenue Amount In Client Curr * | Sum of the Product Revenue amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Combined - Recognizable Amount In Base Curr * | Sum of the Recognizable Revenue amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Combined - Recognizable Amount In Client Curr * | Sum of the Recognizable Revenue amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Combined - Recognized Amount In Base Curr * | Sum of recognized revenue in Base Curr from starting the Project up to Current Period |
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| Grand Total - Combined - Recognized Amount In Client Curr * | Sum of recognized revenue in Client Curr from starting the Project up to Current Period |
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| Grand Total - Combined - Revenue Amount In Base Curr | Sum of the Combined Revenue amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Combined - Revenue Amount In Client Curr | Sum of the Combined Revenue amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Combined - Time | Sum of the Combined Time calculated over the length of the whole project |
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| Grand Total - Forecast - Billable Time * | Sum of the Combined Billable Time calculated over the length of the whole project |
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| Grand Total - Forecast - Charge Revenue Amount In Base Curr * | Sum of the Forecast Charge Revenue amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Forecast - Charge Revenue Amount In Client Curr * | Sum of the Forecast Charge Revenue amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Forecast - Cost Amount In Base Curr | Sum of the Forecast Cost amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Forecast - Cost Amount In Client Curr | Sum of the Forecast Cost amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Forecast - Expense Revenue Amount In Base Curr | Sum of the Forecast Expense Revenue amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Forecast - Expense Revenue Amount In Client Curr | Sum of the Forecast Expense Revenue amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Forecast - Net Margin Amount In Base Curr | Grand Total Revenue - Grand Total Cost in Client Curr |
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| Grand Total - Forecast - Net Margin Amount In Client Curr | Grand Total Revenue - Grand Total Cost in Base Curr |
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| Grand Total - Forecast - Net Margin Percentage | Net % Margin = (Grand Total Net Margin/Grand Total Revenue) * 100 |
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| Grand Total - Forecast - Product Revenue Amount In Base Curr | Sum of the Forecast Product Revenue amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Forecast - Product Revenue Amount In Client Curr | Sum of the Forecast Product Revenue amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Forecast - Recognizable Amount In Base Curr | Sum of the Forecast Recognizable Revenue amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Forecast - Recognizable Amount In Client Curr | Sum of the Forecast Recognizable Revenue amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Forecast - Recognized Amount In Base Curr | Sum of recognized revenue in Base Curr from starting the Project up to Current Period (displays only if Revenue forecast method = T&M) |
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| Grand Total - Forecast - Recognized Amount In Client Curr | Sum of recognized revenue in Client Curr from starting the Project up to Current Period (displays only if Revenue forecast method = T&M) |
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| Grand Total - Forecast - Revenue Amount In Base Curr | Sum of the Forecast Revenue amounts in Base Curr calculated over the length of the whole project |
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| Grand Total - Forecast - Revenue Amount In Client Curr | Sum of the Forecast Revenue amounts in Client Curr calculated over the length of the whole project |
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| Grand Total - Forecast - Time | Sum of the Forecast Time calculated over the length of the whole project |
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| Grand Total - Forecast - Time Billable * | Sum of the Forecast Billable Time calculated over the length of the whole project |
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| Is Current Baseline | Defines whether the baseline is current. It will show 1 for current baseline and 0 for other baselines. |
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| Reason | This is the Reason set when creating the baseline. |
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| Revenue Forecast Method | This is the value set on the Forecast Setting under Forecast Methods section > Revenue Field |
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Version Note: * Available as of Tenrox 2019 R1 SP3.
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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