This article provides all the Fields available for each View currently available under the Financial Planner Combined Data Source in Upland Analytics.
The following Views are available when Financial Planner Combined Data Source is selected upon creating a report. Click on any of them to view the available Fields.
Version Note: The Financial Planner Combined Data Source, Views and Fields are available as of Tenrox 2019 R1 SP4.
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 first 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 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 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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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 Calendar Periods
| Field Name | Description | Type |
| Financial Calendar Name | This is the financial calendar used by each project |
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| Period Month End | This is the period month end date defined at the financial calendar level |
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| Period Month Name | This is the period month name defined at the financial calendar level |
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| Period Month Start | This is the period month start date defined at the financial calendar level |
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| Period Quarter End | This is the period quarter end date defined at the financial calendar level |
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| Period Quarter Name | This is the period quarter name defined at the financial calendar level |
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| Period Quarter Start | This is the period quarter start date defined at the financial calendar level |
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| Period Type | This is the period type and it can be set to Monthly, Quarterly, Weekly and Yearly |
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| Period Week End | This is the period week end date defined at the financial calendar level |
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| Period Week Name | This is the period week name defined at the financial calendar level |
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| Period Week Start | This is the period week start date defined at the financial calendar level |
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| Period Year End | This is the period year end date defined at the financial calendar level |
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| Period Year Name | This is the period year name defined at the financial calendar level |
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| Period Year Start | This is the period year start date defined at the financial calendar level |
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| Row | This is the unique id of each selected period name |
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Financial Planner Combined Detail
| Field Name | Description | Type |
| Is Actual | This defines whether the financial planner period is active or not. This can be set to Yes or No |
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| Is Current Period | This defines whether the financial planner period is current or not. This can be set to Yes or No |
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| Is Forecast | This defines whether the financial planner period is forecast or not. This can be set to Yes or No |
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| Total Billable Time | Sum of the Billable Time calculated per period on the Combined view |
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| Total Charge Cost Amount In Base Curr | Sum of Charge Cost amounts in Base Currency for the period on the Combined view |
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| Total Charge Cost Amount In Client Curr | Sum of Charge Cost amounts in Client Currency for the period on the Combined view |
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| Total Charge Revenue Amount In Base Curr | Sum of Charge Revenue amounts in Base Currency for the period on the Combined view |
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| Total Charge Revenue Amount In Client Curr | Sum of Charge Revenue amounts in Client Currency for the period on the Combined view |
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| Total Cost Amount In Base Curr | Sum of all added category Cost amounts in Base Currency for the period on the Combined view |
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| Total Cost Amount In Client Curr | Sum of all added category Cost amounts in Client Currency for the period on the Combined view |
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| Total Expense Revenue Amount In Base Curr | Sum of Expense Revenue amounts in Base Currency for the period on the Combined view |
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| Total Expense Revenue Amount In Client Curr | Sum of Expense Revenue amounts in Client Currency for the period on the Combined view |
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| Total Margin Amount In Base Curr | This is the Margin Total amount in Base Currency per period on the Combined View |
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| Total Margin Amount In Client Curr | This is the Margin Total amount in Client Currency per period on the Combined View |
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| Total Margin Charge Amount In Base Curr | This is the Margin Charge Total amount in Base Currency per period on the Combined View |
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| Total Margin Charge Amount In Client Curr | This is the Margin Charge Total amount in Client Currency per period on the Combined View |
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| Total Margin Charge Percentage By Cost | This is the Margin Charge Percentage by Cost per period on the Combined View |
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| Total Margin Charge Percentage By Revenue | This is the Margin Charge Percentage by Revenue per period on the Combined View |
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| Total Margin Percentage By Cost | This is the Margin Percentage by Cost per period on the Combined View |
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| Total Margin Percentage By Revenue | This is the Margin Percentage by Revenue per period on the Combined View |
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| Total Margin Role Amount In Base Curr | This is the Margin Role Total amount in Base Currency per period on the Combined View |
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| Total Margin Role Amount In Client Curr | This is the Margin Role Total amount in Client Currency per period on the Combined View |
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| Total Margin Role Percentage By Cost | This is the Margin Role Percentage by Cost per period on the Combined View |
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| Total Margin Role Percentage By Revenue | This is the Margin Role Percentage by Revenue per period on the Combined View |
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| Total Net Labor Amount In Base Curr | Total Labor Revenue for the period – Total Labor Cost for the period in Base Currency |
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| Total Net Labor Amount In Client Curr | Total Labor Revenue for the period – Total Labor Cost for the period in Client Currency |
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| Total Net Margin Amount In Base Curr | Net Labor Margin + Net Non-Labor Margin for the period in Base Currency |
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| Total Net Margin Amount In Client Curr | Net Labor Margin + Net Non-Labor Margin for the period in Base Currency |
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| Total Net Margin Percentage | Net Labor Margin + Net Non-Labor Margin |
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| Total Net Margin Percentage Labor | Net Labor Margin per period/ Total Labor Revenue for that period |
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| Total Net Margin Percentage Non Labor | Net Non Labor Margin per period/ Total Non Labor Revenue for that period |
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| Total Net Non Labor Amount In Base Curr | Total Net Non Labor Revenue for the period – Total Non Labor Cost for the period in Base Currency |
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| Total Net Non Labor Amount In Client Curr | Total Net Non Labor Revenue for the period – Total Non Labor Cost for the period in Client Currency |
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| Total Non Billable Time | Sum of the Non Billable Time calculated per period on the Combined view |
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| Total Payable Time | Sum of the Payable Time calculated per period on the Combined view |
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| Total Product Revenue Amount In Base Curr | Sum of Product Revenue amounts in Base Currency for the period on the Combined view |
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| Total Product Revenue Amount In Client Curr | Sum of Product Revenue amounts in Client Currency for the period on the Combined view |
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| Total Recognizable Amount In Base Curr | Recognizable amount in Base Currency for the period on the Combined view |
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| Total Recognizable Amount In Client Curr | Recognizable amount in Client Currency for the period on the Combined view |
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| Total Recognized Amount In Base Curr | Sum of Recognized amounts in Base Currency for the period on the Combined view |
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| Total Recognized Amount In Client Curr | Sum of Recognized amounts in Client Currency for the period on the Combined view |
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| Total Recognized Labor Amount In Base Curr | Sum of Recognized Labor amounts in Base Currency for the period on the Combined view |
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| Total Recognized Labor Amount In Client Curr | Sum of Recognized Labor amounts in Client Currency for the period on the Combined view |
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| Total Recognized Non Labor Amount In Base Curr | Sum of Recognized Non Labor amounts in Base Currency for the period on the Combined view |
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| Total Recognized Non Labor Amount In Client Curr | Sum of Recognized Non Labor amounts in Client Currency for the period on the Combined view |
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| Total Revenue Amount In Base Curr | Sum of all Revenue amounts in Base Currency for the period on the Combined view |
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| Total Revenue Amount In Client Curr | Sum of all Revenue amounts in Client Currency for the period on the Combined view |
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| Total Role Cost Amount In Base Curr | Sum of Role Cost amounts in Base Currency for the period on the Combined view |
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| Total Role Cost Amount In Client Curr | Sum of Role Cost amounts in Client Currency for the period on the Combined view |
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| Total Role Revenue Amount In Base Curr | Sum of Role Revenue amounts in Base Currency for the period on the Combined view |
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| Total Role Revenue Amount In Client Curr | Sum of Role Revenue amounts in Client Currency for the period on the Combined view |
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| Total Time | Sum of all Time calculated per period on the Combined view |
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Financial Planner Combined 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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| Baseline Type | This is the baseline type and it can be set to 4 types of baselines: First Baseline, Last Baseline, Prior Baseline and Current Baseline. For the rest of the baselines, the value will be set to empty. |
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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 | This is the Forecast Start Date (Aggregate Date - Month). |
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| Forecast Start Month Year | This is the Forecast Start Date (Aggregate Date - Month Year). |
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| Forecast Start Quarter | This is the Forecast Start Date (Aggregate Date - Quarter) |
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| Forecast Start Quarter Year | This is the Forecast Start Date (Aggregate Date - Quarter Year) |
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| Forecast Start Year | This is the Forecast Start Date (Aggregate Date - Year) |
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| Grand Total Average Revenue Rate In Base Curr | Calculated formula: Grand Total Role Revenue Amount in Base Currency / Grand Total Billable Time in Base Currency |
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| Grand Total Average Revenue Rate In Client Curr | Calculated formula: Grand Total Role Revenue Amount in Client Currency / Grand Total Billable Time in Client Currency |
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| Grand Total Billable Time | Sum of the Billable Time calculated over the length of the whole project on the Combined view |
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| Grand Total Charge Cost Amount In Base Curr | Sum of the Charge Revenue amounts in Base Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Charge Cost Amount In Client Curr | Sum of the Charge Revenue amounts in Client Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Charge Revenue Amount In Base Curr | Sum of the Charge Revenue amounts in Base Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Charge Revenue Amount In Client Curr | Sum of the Charge Revenue amounts in Client Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Cost Amount In Base Curr | Sum of the Combined Cost amounts in Base Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Cost Amount In Client Curr | Sum of the Combined Cost amounts in Client Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Expense Revenue Amount In Base Curr | Sum of the Expense Revenue amounts in Base Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Expense Revenue Amount In Client Curr | Sum of the Expense Revenue amounts in Client Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Margin Amount In Base Curr | Sum of the Margin Total amounts in Base Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Margin Amount In Client Curr | Sum of the Margin Total amounts in Client Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Margin Charge Amount In Base Curr | Sum of the Margin Charge Total amounts in Base Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Margin Charge Amount In Client Curr | Sum of the Margin Charge Total amounts in Client Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Margin Charge Percentage By Cost | This is the Margin Charge Percentage by Cost calculated over the length of the whole project on the Combined view |
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| Grand Total Margin Charge Percentage By Revenue | This is the Margin Charge Percentage by Revenue calculated over the length of the whole project on the Combined view |
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| Grand Total Margin Percentage By Cost | This is the Margin Percentage by Cost calculated over the length of the whole project on the Combined view |
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| Grand Total Margin Percentage By Revenue | This is the Margin Percentage by Revenue calculated over the length of the whole project on the Combined view |
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| Grand Total Margin Role Amount In Base Curr | Sum of the Margin Role Total amounts in Base Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Margin Role Amount In Client Curr | Sum of the Margin Role Total amounts in Client Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Margin Role Percentage By Cost | This is the Margin Role Percentage by Cost calculated over the length of the whole project on the Combined view |
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| Grand Total Margin Role Percentage By Revenue | This is the Margin Role Percentage by Revenue calculated over the length of the whole project on the Combined view |
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| Grand Total Net Labor Amount In Base Curr | Grand Total Labor Revenue - Grand Total Cost Labor in Base Currency |
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| Grand Total Net Labor Amount In Client Curr | Grand Total Labor Revenue - Grand Total Cost Labor in Client Currency |
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| Grand Total Net Non Labor Amount In Base Curr | Grand Total Non-Labor Revenue - Grand Total Non-Labor Cost in Base Currency |
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| Grand Total Net Non Labor Amount In Client Curr | Grand Total Non-Labor Revenue - Grand Total Non-Labor Cost in Base Currency |
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| Grand Total Net Margin Amount In Base Curr | Grand Total Revenue - Grand Total Cost in Base Currency |
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| Grand Total Net Margin Amount In Client Curr | Grand Total Revenue - Grand Total Cost in Client Currency |
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| Grand Total Net Margin Percentage | Net % Margin = (Grand Total Net Margin / Grand Total Revenue) * 100 |
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| Grand Total Net Margin Percentage Labor | Net Labor % Margin = (Grand Total Net Labor Margin/Grand Total Revenue Labor for the Actual Periods up to the Forecast Start Date) * 100 |
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| Grand Total Net Margin Percentage Non Labor | Net Non-Labor % Margin = (Grand Total Net Non-Labor Margin/Grand Total Non-Labor Revenue) * 100 |
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| Grand Total Non Billable Time | Sum of the Non Billable Time calculated over the length of the whole project on the Combined view |
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| Grand Total Payable Time | Sum of the Payable Time calculated over the length of the whole project on the Combined view |
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| Grand Total Percentage Complete | Calculated formula: Total Actual Billable Time Current Included / Grand Total Billable Time |
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| Grand Total Percentage Non Billable | Calculated formula: Total Actual Non Billable Time Current Included / Grand Total Time |
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| Grand Total Product Revenue Amount In Base Curr | Sum of the Product Revenue amounts in Base Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Product Revenue Amount In Client Curr | Sum of the Product Revenue amounts in Client Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Recognizable Amount In Base Curr | Sum of the Recognizable Revenue amounts in Base Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Recognizable Amount In Client Curr | Sum of the Recognizable Revenue amounts in Client Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Recognized Amount In Base Curr | Sum of recognized revenue in Base Currency from starting the project up to Current Period on the Combined view |
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| Grand Total Recognized Amount In Client Curr | Sum of recognized revenue in Client Currency from starting the project up to Current Period on the Combined view |
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| Grand Total Recognized Labor Amount In Base Curr | Sum of recognized revenue in Base Currency from starting the project up to Current Period on the Combined view |
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| Grand Total Recognized Labor Amount In Client Curr | Sum of recognized revenue in Client Currency from starting the project up to Current Period on the Combined view |
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| Grand Total Recognized Non Labor Amount In Base Curr | Sum of recognized revenue in Base Currency from starting the project up to Current Period on the Combined view |
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| Grand Total Recognized Non Labor Amount In Client Curr | Sum of recognized revenue in Client Currency from starting the project up to Current Period on the Combined view |
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| Grand Total Revenue Amount In Base Curr | Sum of the Combined Revenue amounts in Base Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Revenue Amount In Client Curr | Sum of the Combined Revenue amounts in Client Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Role Cost Amount In Base Curr | Sum of the Combined Revenue amounts in Base Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Role Cost Amount In Client Curr | Sum of the Combined Revenue amounts in Client Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Role Revenue Amount In Base Curr | Sum of the Combined Revenue amounts in Base Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Role Revenue Amount In Client Curr | Sum of the Combined Revenue amounts in Client Currency calculated over the length of the whole project on the Combined view |
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| Grand Total Time | Sum of the Time calculated over the length of the whole project on the Combined view on the Combined view |
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| Is Current Baseline | Defines whether the baseline is current. It will show Yes for current baseline and No 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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| Total Actual Billable Time | Sum of the Billable Time calculated for the Actual period up to the Start Date of the Current Period on the Combined view |
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| Total Actual Billable Time Current Included | Sum of the Billable Time calculated for the Actual period up to the Start Date of the Current Period including the actuals from the current period on the Combined view |
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| Total Actual Charge Cost Amount In Base Curr | Sum of the Charge Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Charge Cost Amount In Client Curr | Sum of the Charge Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Charge Revenue Amount In Base Curr | Sum of the Charge Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Charge Revenue Amount In Client Curr | Sum of the Charge Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Cost Amount In Base Curr | Sum of the Combined Cost amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Cost Amount In Client Curr | Sum of the Combined Cost amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Expense Revenue Amount In Base Curr | Sum of the Expense Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Expense Revenue Amount In Client Curr | Sum of the Expense Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Margin Amount In Base Curr | Sum of the Margin Total amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Margin Amount In Client Curr | Sum of the Margin Total amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Margin Charge Amount In Base Curr | Sum of the Margin Charge Total amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Margin Charge Amount In Client Curr | Sum of the Margin Charge Total amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Margin Charge Percentage By Cost | This is the Margin Charge Percentage by Cost calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Margin Charge Percentage By Revenue | This is the Margin Charge Percentage by Revenue calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Margin Percentage By Cost | This is the Margin Percentage by Cost calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Margin Percentage By Revenue | This is the Margin Percentage by Revenue calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Margin Role Amount In Base Curr | Sum of the Margin Role Total amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Margin Role Amount In Client Curr | Sum of the Margin Role Total amounts in Client Curr calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Margin Role Percentage By Cost | This is the Margin Role Percentage by Cost calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Margin Role Percentage By Revenue | This is the Margin Role Percentage by Revenue calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Net Labor Amount In Base Curr | Total Actual Labor Revenue - Total Actual Cost Labor in Base Currency |
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| Total Actual Net Labor Amount In Client Curr | Total Actual Labor Revenue - Total Actual Cost Labor in Client Currency |
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| Total Actual Net Margin Amount In Base Curr | Total Actual Revenue - Total Actual Cost in Base Currency |
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| Total Actual Net Margin Amount In Client Curr | Total Actual Revenue - Total Actual Cost in Client Currency |
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| Total Actual Net Margin Percentage | Net % Margin = (Total Actual Net Margin/Total Actual Revenue) * 100 |
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| Total Actual Net Margin Percentage Labor | Net Labor % Margin = (Total Actual Net Labor Margin/Total Actual Labor Revenue) * 100 |
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| Total Actual Net Margin Percentage Non Labor | Net Non-Labor % Margin = (Total Actual Net Non-Labor Margin/Total Actual Non-Labor Revenue) * 100 |
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| Total Actual Net Non Labor Amount In Base Curr | Total Actual Non Labor Revenue - Total Actual Cost Non Labor in Base Currency |
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| Total Actual Net Non Labor Amount In Client Curr | Total Actual Non Labor Revenue - Total Actual Cost Non Labor in Client Currency |
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| Total Actual Non Billable Time | Sum of the Non Billable Time calculated for the Actual period up to the Start Date of the Current Period on the Combined view |
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| Total Actual Non Billable Time Current Included | Sum of the Non Billable Time calculated for the Actual period up to the Start Date of the Current Period including the actuals from the current period on the Combined view |
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| Total Actual Payable Time | Sum of the Payable Time calculated for the Actual period up to the Start Date of the Current Period on the Combined view |
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| Total Actual Payable Time Current Included | Sum of the Payable Time calculated for the Actual period up to the Start Date of the Current Period including the actuals from the current period on the Combined view |
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| Total Actual Product Revenue Amount In Base Curr | Sum of the Product Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Product Revenue Amount In Client Curr | Sum of the Product Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Recognizable Amount In Base Curr | Sum of the Recognizable Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Recognizable Amount In Client Curr | Sum of the Recognizable Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Recognized Amount In Base Curr | Sum of recognized revenue in Base Currency from starting the project up to Current Period on the Combined view |
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| Total Actual Recognized Amount In Client Curr | Sum of recognized revenue in Client Currency from starting the project up to Current Period on the Combined view |
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| Total Actual Recognized Labor Amount In Base Curr | Sum of recognized revenue in Base Currency from starting the project up to Current Period on the Combined view |
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| Total Actual Recognized Labor Amount In Client Curr | Sum of recognized revenue in Client Currency from starting the project up to Current Period on the Combined view |
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| Total Actual Recognized Non Labor Amount In Base Curr | Sum of recognized revenue in Base Currency from starting the project up to Current Period on the Combined view |
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| Total Actual Recognized Non Labor Amount In Client Curr | Sum of recognized revenue in Client Currency from starting the project up to Current Period on the Combined view |
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| Total Actual Revenue Amount In Base Curr | Sum of the Combined Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Revenue Amount In Client Curr | Sum of the Combined Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Role Cost Amount In Base Curr | Sum of the Combined Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Role Cost Amount In Client Curr | Sum of the Combined Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined view |
|
| Total Actual Role Revenue Amount In Base Curr | Sum of the Combined Revenue amounts in Base Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Role Revenue Amount In Client Curr | Sum of the Combined Revenue amounts in Client Currency calculated up to the Start Date of the Current Period on the Combined view |
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| Total Actual Time | Sum of Time calculated for the Actual period up to the Start Date of the Current Period on the Combined view |
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| Total Actual Time Current Included | Sum of Time calculated for the Actual period up to the Start Date of the Current Period including the actuals from the current period on the Combined view |
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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 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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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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