This article provides all the Fields available for each View currently available under the WIP Data Source in Upland Analytics.
The following Views are available when WIP Data Source is selected upon creating a report. Click on any of them to view the available Fields.
Version Note: The WIP 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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Company Currency
| Field Name | Description | Type |
| Currency Code | This is the company currency code. |
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| Currency Description | This is the company currency description. |
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| Currency Symbol | This is the company currency symbol. |
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Milestone
| 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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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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Scope - Available Projects
| Field Name | Description | Type |
| Login Name | This is the name of the logged in user. |
WIP Accrual Batch
| Field Name | Description | Type |
| WIP Accrual Batch Date | This is the WIP accrual batch date. |
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| WIP Accrual Batch Date Month | This is the WIP accrual batch month date. |
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| WIP Accrual Batch Date Month Year | This is the WIP accrual batch month year date. |
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| WIP Accrual Batch Date Quarter | This is the WIP accrual batch quarter date. |
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| WIP Accrual Batch Date Quarter Year | This is the WIP accrual batch quarter year date. |
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| WIP Accrual Batch Date Week | This is the WIP accrual batch week date. |
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| WIP Accrual Batch Date Year | This is the WIP accrual batch year date. |
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| WIP Accrual Batch Is Exported | This defines whether the WIP accrual batch is exported to the accounting system. This will show No (for not exported) or Yes (for exported). |
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| WIP Accrual Batch Is Posted | This defines whether the WIP accrual batch is posted. This will show No (for not posted) or Yes (for posted). |
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| WIP Accrual Batch Number | This is the WIP accrual batch #. |
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WIP Project Details
| Field Name | Description | Type |
| Charge WIP Amt In Base Curr | This is the charge WIP amount in the base currency. |
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| Charge WIP Amt In Client Curr | This is the charge WIP amount in the client currency. |
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| Charge WIP Amt In Company Curr | This is the charge WIP amount in the company currency. |
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| Expense WIP Amt In Base Curr | This is the expense WIP amount in the base currency. |
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| Expense WIP Amt In Client Curr | This is the expense WIP amount in the client currency. |
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| Expense WIP Amt In Company Curr | This is the expense WIP amount in the company currency. |
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| Fixed Price WIP Actual Hours | This is the actual hours included in the WIP accrual batch for the project (in the case where Fixed Price with Average Rate is being used). |
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| Fixed Price WIP Amt In Base Curr | This is the WIP amount in the base currency for the project (in the case where Fixed Price with Average Rate is being used). |
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| Fixed Price WIP Amt In Client Curr | This is the WIP amount in the client currency for the project (in the case where Fixed Price with Average Rate is being used). |
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| Fixed Price WIP Amt In Company Curr | This is the WIP amount in the company currency for the project (in the case where Fixed Price with Average Rate is being used). |
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| Fixed Price WIP Percent Complete Milestone | This is the WIP % complete for the project (in the case where Fixed Price with Average Rate is being used). |
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| WIP Amt In Base Curr | This is the WIP milestone amount in the base currency. |
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| Milestone WIP Amt In Client Curr | This is the WIP milestone amount in the client currency. |
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| Milestone WIP Amt In Company Curr | This is the WIP milestone amount in the company currency. |
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| Product WIP Amt In Base Curr | This is the product WIP amount in the base currency. |
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| Product WIP Amt In Client Curr | This is the product WIP amount in the client currency. |
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| Product WIP Amt In Company Curr | This is the product WIP amount in the company currency. |
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| Project WIP Accrued Rev In Base Curr | This is the accrued (recognized) revenue for the project in the base currency. |
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| Project WIP Accrued Rev In Client Curr | This is the accrued (recognized) revenue for the project in the client currency. |
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| Project WIP Accrued Rev In Company Curr | This is the accrued (recognized) revenue for the project in the company currency. |
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| Project WIP Amt To Recognize In Base Curr | This is the total WIP amount of the project in the base currency. |
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| Project WIP Amt To Recognize In Client Curr | This is the total WIP amount of the project in the client currency. |
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| Project WIP Amt To Recognize In Company Curr | This is the total WIP amount of the project in the company currency. |
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| Time WIP Amt In Base Curr | This is the time WIP amount in the base currency. |
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| Time WIP Amt In Client Curr | This is the time WIP amount in the client currency. |
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| Time WIP Amt In Company Curr | This is the time WIP amount in the company currency. |
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| WIP Company Id | This is the WIP company id. |
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| WIP Company Name | This is the WIP company name. |
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| WIP Milestone Percent Complete | This is the % complete of the milestone as defined in the WIP accrual batch. |
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WIP Project Policy
| Field Name | Description | Type |
| Can Override Percent Complete |
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| Use System Milestone Percent Complete |
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| WIP Policy Expected Revenue |
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| WIP Policy Is Charge Included |
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| WIP Policy Is Expense Included |
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| WIP Policy Is Product Included |
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| WIP Policy Is Time Included |
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| WIP Policy Rule Average Rate |
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| WIP Policy Rule Budgeted Hours |
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| WIP Policy Rule Type |
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