Project Reporting Dataset Output Fields

The Project Reporting dataset includes fields derived from the following objects in PSA:

  • Budget
  • Estimates Versus Actuals
  • Expense
  • Milestone
  • Miscellaneous Adjustment
  • Project
  • Project Source
  • Project Task
  • Project Task Assignment
  • Resource Request
  • Resource Skill Request
  • Task Time
  • Timecard
  • Timecard Split

Fields derived from the following Services CPQ objects are also optionally included in this dataset:

  • Estimate
  • Estimate Role Request
  • Estimate Task

The Project Reporting dataset contains a number of generic fields. These are fields such as Object Type or Description, which are derived from a range of objects. Generic fields enable you to apply a filter such as Type to multiple objects.

Note:

The object types contained within this dataset's generic fields vary according to whether you have added optional Services CPQ data to the Project Reporting dataset.

Dimension fields from the project object are generic. They are populated across all objects and can be filtered by on all objects. For more information see Object Type.

Some of the fields in this dataset are drillable. When displayed in a dashboard table, these fields can be clicked to access them in your PSA or Services CPQ data environment.

Field Naming Conventions

Fields in this dataset are named according to the following convention, to indicate their source in your data environment: {object}{field name}. However, for the purposes of this dataset, references to the Resource Request object are abbreviated to RR.

Exceptions to this naming convention are:

  • Fields calculated in the dataflow.
  • Generic fields derived from two or more objects in your data environment.

Video Tutorials

The following video tutorials demonstrate how to build lenses and dashboards with the Project Reporting dataset.

Building Dashboards with the Project Reporting Dataset

Getting Started with the Project Reporting Dataset

Project Reporting Fields

Key: G — Generic fields; C — Calculated fields; D — Drillable fields

Project Reporting Dataset Measure Fields
Field Type Field Label Field API Name   Description
Measure Amount Available to Bill ValueAmountAvailableToBill G The amount available to bill for an expense, milestone, misc adjustment, or timecard, in the corporate currency.
Amount Available to Bill (Project Currency) ValueAmountAvailableToBillProjectCurrency G The amount available to bill for an expense, milestone, misc adjustment, or timecard, in the project currency.
Assignment Billable Amount ValueAssignmentBillings D Number of billable days the resource logged against the assignment.
Assignment Billable Days in Financials ValueAssignmentTotalDays   Number of billable days the resource logged against the assignment from project and RPG actuals.
Assignment Billable Hours in Financials ValueAssignmentTotalHours   Number of billable hours the resource logged against the assignment from project and RPG actuals.
Assignment Cost Rate Project Currency ValueAssignmentCostRateProjectCurrency   The cost rate for the assignment in the project currency.
Assignment Cost Rate ValueAssignmentCostRate   The cost rate for the assignment in the corporate currency.
Assignment Estimated Time To Completion ValueAssignmentEstimatedTimeToCompletion   The estimated hours to complete the assignment.
Assignment Non-Billable Days in Financials ValueAssignmentNonBillableDaysInFinancials   Number of non-billable days the resource logged against the assignment from project and RPG actuals.
Assignment Non-Billable Hours in Financials ValueAssignmentNonBillableHoursInFinancials   Number of non-billable hours the resource logged against the assignment from project and RPG actuals.
Assignment Planned Bill Rate ValueAssignmentPlannedBillRate   The bill rate used during the planning activities for the assignment.
Assignment Planned Hours ValueAssignmentPlannedHours   Number of hours originally planned for the assignment.
Assignment Planned Revenue (Hours) ValueAssignmentPlannedRevenue C, D See Calculated Fields.
Assignment Scheduled Days ValueAssignmentScheduledDays   The total number of days scheduled for the assignment.
Assignment Scheduled Hours ValueAssignmentScheduledHours   The total number of hours scheduled for the assignment.
Assignment Suggested Bill Rate ValueAssignmentSuggestedBillRateNumber   The suggested bill rate for the assignment.
Budget Amount ValueBudgetBillings D Amount of budget in the corporate currency.
Budget Amount (Project Currency) ValueBudgetBillingsProjectCurrency   Amount of budget in the project currency.
Days to Staff ValueDaysToStaff C

The number of days taken to staff the resource request.

Est Role Request Average Cost Rate ValueEstimateRoleRequestAverageCostRate   The average cost rate of the rate card associated with the role request.
Est Role Request Bill Rate Override ValueEstimateRoleRequestBillRateOverride   The amount to override the bill rate of the rate card associated with the role request.
Est Role Request Cost Rate Override ValueEstimateRoleRequestCostRateOverride   The amount to override the cost rate of the rate card associated with the role request.
Est Role Request Discount (%) ValueEstimateRoleRequestDiscountPercent   The percentage discount applied to the role request when its billing type is time and materials.
Est Role Request Hours ValueEstimateRoleRequestHours   The number of hours the resource role is required for.
Est Role Request Requested Bill Rate ValueEstimateRoleRequestRequestedBillRate   The requested bill rate for this role request, with any discounts applied.
Est Role Request Suggested Bill Rate ValueEstimateRoleRequestSuggestedBillRate   The suggested bill rate on the role request's associated rate card.
Estimate Amount ValueEstimateAmount   The total amount for this estimate before discounts are applied.
Estimate Cost Contingency ValueEstimateCostContingency   The cost contingency amount to add to the total amount and cost of the estimate.
Estimate Cost ValueEstimateCost   The total cost of the estimate.
Estimate Discount (%) ValueEstimateDiscountPercent   The total discount of the estimate as a percentage of the amount
Estimate Discount (Amount) ValueEstimateDiscountAmount   The total value of discounts applied to the estimate.
Estimate Duration (Days) ValueEstimateDuration   The duration of the estimate in days.
Estimate Expense ValueEstimateExpense   The expenses to add to the cost of the estimate.
Estimate Global Discount (%) ValueEstimateGlobalDiscountPercent   The amount to discount from the estimate, expressed as a percentage of the total amount.
Estimate Global Discount (Amount) ValueEstimateGlobalDiscountAmount   The amount to discount from the total amount of the estimate.
Estimate Margin (%) ValueEstimateMarginPercent   The difference between the amount and cost of the estimate, expressed as a percentage of the total amount.
Estimate Margin (Amount) ValueEstimateMarginAmount   The difference between the amount and cost of the estimate.
Estimate Net Amount ValueEstimateNetAmount   The total amount for the estimate after discounts are applied.
Estimate Opportunity Probability (%) ValueEstimateOpportunityProbability   The probability of the opportunity associated with the estimate, expressed as a percentage.
Estimate Task Bill Amount ValueEstimateTaskBillAmount   The total amount for the task before discounts are applied.
Estimate Task Cost Amount ValueEstimateTaskCostAmount   The total cost of the estimate task.
Estimate Task Discount (%) ValueEstimateTaskDiscountPercent   The discount of estimate tasks as a percentage of the total amount.
Estimate Task Margin ValueEstimateTaskMarginAmount   The percentage discount applied to the role requests associated with the task, when its billing type is Time and Materials.
Estimate Task Net Bill Amount ValueEstimateTaskNetBillAmount   The total amount for the task after discounts are applied.
Estimate Task Peer Order ValueEstimateTaskPeerOrder   For system use. Used to determine the hierarchy of the task.
Estimate Time to Close (Days) ValueEstimateTimeToClose C The number of days between the date the estimate was created and the date the estimate was closed.
Estimate Total Hours ValueEstimateTotalHours   The total number of hours for the estimate.
Estimate Total Vendor Line Item Bill Amount ValueEstimateTotalVendorLineItemBillAmount   The bill amount of the vendor line items that are related to the estimate's records.
EvA Absolute Hours Variance ValueEVAAbsoluteHoursVariance   The difference between the estimated and actual hours as an absolute value.
EvA Actual Average Bill Rate ValueEVAActualAverageBillRate D

The average bill rate for the EvA actuals. This is calculated as:

Timecard Billable Amount / Actual Hours or Timecard Billable Amount / Actual Days

EvA Actual Billable Amount ValueEVAActualBillableAmount D The billable amount calculated from the resource's timecards in the corporate currency.
EvA Actual Billable Amount (Project Currency) ValueEVAActualBillableAmountProjectCurrency   The billable amount calculated from the resource's timecards in the project currency.
EvA Actual Costs ValueEVAActualCost C

The costs for the EvA actuals. The is calculated as:

EvA Actual hours x Corporate Currency Cost Rate

EvA Actual Days ValueActualDaysEVA   Actual number of days worked during the time period
EvA Actual Hours ValueActualHoursEVA   Actual number of working hours entered on timecards.
EvA Actual Margin ValueEVAActualMargin C

The margin for the EvA actuals. This is calculated as:

EvA Actual Billable Amount - EvA Actual Costs

EvA Days Percent Variance ValueEVADaysPercentVariance  

Difference between the estimated and actual days, expressed as a percentage. This is calculated as:

(Actual DaysEstimated Days) / Estimated Days

EvA Days Variance ValueEVADaysVariance  

Difference between the estimated and actual days. This is calculated as:

Actual DaysEstimated Days

EvA Estimated Days ValueEVATotalDays   Number of scheduled work days during the time period.
EvA Estimated Hours ValueEVATotalHours   Number of scheduled work hours during the time period.
EvA Hours Percent Variance ValueEVAHoursPercentVariance  

Difference between the estimated and actual hours, expressed as a percentage. This is calculated as:

(Actual HoursEstimated Hours) / Estimated Hours

EvA Hours Variance ValueEVAHoursVariance  

Difference between the estimated and actual hours. This is calculated as:

Actual HoursEstimated Hours

EvA Resource Weekly Capacity Hours ValueEVAResourceWeeklyCapacityHours   The total weekly hours allocated to the resource on the EvA. This is calculated by joining the resource's calendar hours to the EvA resource record at assignment level. The value is duplicated per EvA assignment. Therefore, it is recommended that you take the average, as taking the sum will result in you getting an inflated value.
EvA Scheduled Amount ValueEVABillings C, D The scheduled billable amount of the EvA in the corporate currency. For more information, see Calculated Fields.
EvA Scheduled Amount (Project Currency) ValueEVABillingsProjectCurrency   The scheduled billable amount of the EvA in the project currency. For more information, see Calculated Fields.
EvA Scheduled Bill Rate ValueEVAScheduledBillRate D The assignment bill rate multiplied by the estimated hours of the EvA. If a daily bill rate is in use, the assignment bill rate is multiplied by the estimated days. Value is displayed in corporate currency.
EvA Scheduled Costs ValueEVAScheduledCost C

The scheduled costs of the EvA in the corporate currency. This is calculated as:

EvA Estimated Hours x Corporate Currency Cost Rate

EvA Scheduled Costs (Project Currency) ValueEVAScheduledCostProjectCurrency  

The scheduled costs of the EvA in the project currency. This is calculated as:

EvA Estimated Hours x Project Currency Cost Rate

EvA Scheduled Margin ValueEVAScheduledMargin C

The scheduled margin of the EvA. This is calculated as:

EvA Scheduled Amount - EvA Scheduled Costs

Expense Amount Available to Bill ValueExpenseAmountAvailableToBill   Expense amount available to bill to the customer in the corporate currency.
Expense Amount Available to Bill (Project Currency) ValueExpenseAmountAvailableToBillProjectCurrency   Expense amount available to bill to the customer in the project currency.
Expense Billing Amount ValueExpenseBillings D Expense amount to bill to the customer in the corporate currency.
Expense Billing Amount (Project Currency) ValueExpenseBillingsProjectCurrency   Expense amount to bill to the customer in the project currency.
Expense Distance ValueExpenseDistance   Distance traveled for auto mileage reimbursement.
Expense Reimbursement Amount ValueExpenseReimbursementAmountInProjectCurrency   Expense amount to reimburse the resource in the project currency.
Milestone Amount ValueMilestoneBillings D Amount to be billed for the milestone in the corporate currency.
Milestone Amount Available to Bill ValueMilestoneAmountAvailableToBill   Milestone amount available to bill to the customer in the corporate currency.
Milestone Amount Available to Bill (Project Currency) ValueMilestoneAmountAvailableToBillProjectCurrency   Milestone amount available to bill to the customer in the project currency.
Milestone Amount (Project Currency) ValueMilestoneBillingsProjectCurrency   Amount to be billed for the milestone in the project currency.
Milestone Billable Amount in Financials ValueMilestoneBillableAmountInFinancials D Currency value of billable hours logged against the milestone from project and RPG actuals.
Milestone Billable Days in Financials ValueMilestoneTotalDays   Number of billable days the resource logged against the milestone from project and RPG actuals.
Milestone Billable Expenses in Financials ValueMilestoneBillableExpensesInFinancials D Pass-through billable expenses logged against the milestone from project and RPG actuals.
Milestone Billable Hours in Financials ValueMilestoneTotalHours   Number of billable hours logged against the milestone from project and RPG actuals.
Milestone Cost ValueMilestoneCost   Estimated cost of the milestone, based on resource cost.
Milestone Days Late ValueMilestoneDaysLate C See Calculated Fields.
Milestone Default Bill Rate ValueMilestoneDefaultBillRate D Bill Rate to be copied to child timecards when PSA is configured to do so.
Milestone Non-Billable Hours in Financials ValueMilestoneNonBillableHoursInFinancials   Number of non-billable hours the resource logged against the milestone from project and RPG actuals.
Milestone Planned Hours ValuePlannedHours   Total number of planned hours from all resources for the milestone.
Misc Adjustment Amount ValueMiscAdjBillings D

Amount for the internal adjustment in the corporate currency.

Misc Adjustment Amount (Project Currency) ValueMiscAdjBillingsProjectCurrency   Amount for the internal adjustment in the project currency.
Project Account Annual Revenue ValueProjectAccountAnnualRevenue   Estimated annual revenue of the account associated with the project.
Project Account Number Of Employees ValueProjectAccountNumberOfEmployees   Number of employees working at the company associated with the account.
Project Billed Amount ValueProjectBilled   Sum of billed amounts. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to billed revenue after they are billed or invoiced. Milestones contribute to billed and invoiced revenue after they are billed or invoiced.
Project Billings ValueProjectBillings   Sum of billed amounts. Expenses, timecard splits and miscellaneous adjustments that are billable contribute to billed revenue after they are billed or invoiced. Milestones contribute to billed and invoiced revenue after they are billed or invoiced.
Project Bookings ValueProjectBookings   Booked revenue for the project. Budgets of type Customer PO and Customer PO Change Order contribute to bookings.
Project Credited Hours ValueProjectCreditedNonBillableInternalHours   Hours taken from timecards for projects with Time Credited selected.
Project Duration (Days) ValueProjectDuration   The duration of the project in days.
Project Estimated Hours at Completion ValueProjectEstimatedHoursAtCompletion   An estimate of the total hours to be spent on a project. Calculated using Total Submitted Hours plus Scheduled Hours Remaining.
Project Exchange Rate ValueProjectExchangeRate   The current exchange rate for converting project values to the project currency.
Project Expense Budget ValueProjectExpenseBudget  
  • Sum of expense budgets for the project. The Expense Amount field of a budget contributes to this field if the budget is of type:

    • Customer PO
    • Customer PO Change Order
    • Internal Budget
    • Internal Budget Change Request.
Project Expense Costs ValueProjectExpenseCosts   Sum of approved expenses in expense reports, whether billable or not.
Project External Costs ValueProjectExternalCosts   Sum of external costs, whether billable or not.
Project External Time Cost ValueProjectExternalTimeCost   Value of the aggregated cost calculation for external resources in scheduled project backlog.
Project Internal Budget ValueProjectInternalBudget   Sum of internal budgets for the project. The Amount field of a budget contributes to this field if the budget is of type: Internal Budget or Internal Budget Change Request.
Project Internal Costs ValueProjectInternalCosts  

Sum of internal costs, whether billable or not. Internal costs are only for resources that are not marked as External. This is calculated as:

Approved timecard hours * Cost rate

Project Internal Time Cost ValueProjectInternalTimeCost   Sum of the aggregated cost calculation for internal resources in scheduled project backlog.
Project Invoiced Amount ValueProjectInvoiced   Sum of invoiced amounts. Expenses, timecard splits, and miscellaneous adjustments that are billable contribute to invoiced revenue after they are billed or invoiced. Milestones contribute to invoiced revenue after they are billed or invoiced.
Project Margin (%) ValueProjectMarginPercent C

The margin as a percentage of the total amount.

This is calculated as:

Project Margin Amount/(Project Billings + Project Pass-Through Billings)

Project Margin Amount ValueProjectMargin   The billing amount minus total costs.
Project Milestone Cost ValueProjectMilestoneCost   Estimated cost of the milestone, based on resource cost.
Project Other Costs ValueProjectOtherCosts   Any other project costs, such as material or capital costs incurred on the project.
Project Pass-Through Billings ValueProjectPassThroughBillings   Sum of pass-through billings, including expenses.
Project Percent Hours Complete ValueProjectPercentHoursComplete  

The percentage of hours already completed on the project. This is calculated as:

(Total Submitted Hours / Estimated Hours at Completion) * by 100.

Project Planned Hours ValueProjectPlannedHours   Value of the project's planned hours.
Project Pre-Billed ValueProjectPreBilled   Amount already billed for the project.
Project Revenue ValueProjectRevenue   Revenue is not calculated or rolled up. A miscellaneous adjustment is used to show revenue on the project actuals.
Project Scheduled Hours Remaining ValueProjectScheduledHoursRemaining   The number of hours not yet spent on a project.
Project Task Actual Hours ValueTaskActualHours   Hours spent on the task.
Project Task Estimated Hours ValueTaskEstimatedHours   The estimated number of hours for the project task.
Project Task Estimated Time To Completion ValueTaskEstimatedTimeToCompletion   Estimated time required to complete the project task.
Project Task Hierarchy Depth ValueTaskHierarchyDepth   Number of parent tasks to the top-level task.
Project Task Hours Remaining ValueTaskHoursRemaining   The estimated number of hours remaining to complete the task.
Project Task Peer Order ValueTaskPeerOrder   Internal use only. Used to determine the hierarchy of the project task.
Project Task Percent Complete (Hours) ValueTaskPercentCompleteHours  

The percentage of task hours that are complete. When the Estimated Time To Completion (Task) field is not set, calculated as:

Actual Hours / Estimated Hours x 100

When the Estimated Time To Completion (Task) field is set with a value, calculated as:

Actual Hours / sum(Actual Hours + Estimated Time To Completion (Task)) x 100

Project Task Percent Complete (Points) ValueTaskPercentCompletePoints   The total number of completed project task points divided by the total number of project task points for this task, including the points of child tasks associated with the project task.
Project Task Percent Complete (Tasks) ValueTaskPercentCompleteTasks   The total number of completed project tasks divided by the total number of completed project task associated with the project task, including child tasks.
Project Task Points Baseline ValueTaskPointsBaseline   Points allocated to the task.
Project Task Points Complete ValueTaskPointsComplete   The number of project task points that are complete.
Project Task Points Remaining ValueTaskPointsRemaining   The number of project task points that are yet to be completed.
Project Task Points ValueTaskPoints   The total number of points allocated to the task.
Project Task Projected Hours ValueTaskProjectedHours  

The total projected hours for the task, calculated as:

Sum(Actual Hours + Estimated Time To Completion (Task))

If Estimated Time to Completion (Task) is blank, Estimated Hours is used.

Project Tasks Total Percent Complete (Points) ValueProjectTasksTotalPercentCompletePoints   Percentage of project tasks that are complete based on task points.
Project Tasks Total Points Complete ValueProjectTasksTotalPointsComplete   Total number of points on completed project tasks.
Project Tasks Total Points ValueProjectTasksTotalPoints   Total of points on all project tasks.
Project Total Assigned Hours ValueProjectTotalAssignedHours   Total number of hours from project assignments.
Project Total Costs ValueProjectTotalCosts   Total costs of all projects in the project hierarchy.
Project Total Number of Tasks ValueProjectTotalNumberOfTasks   Total number of project tasks.
Project Total Submitted Hours ValueProjectTotalSubmittedHours   The number of hours spent on a project. Calculated using the total hours on submitted or approved timecards, when the Assignment lookup is not blank and the end date is before or the same as the date in the Hours Cut Off Date field.
Project Unscheduled Backlog ValueProjectUnscheduledBacklog   The remainder of project budget bookings that have not yet been allocated to actuals or to milestones or assignments.
Project Variance at Completion ValueProjectVarianceAtCompletion   The difference between the values in Planned Hours and Estimated Hours at Completion.
Project Variance from Plan ValueProjectVarianceFromPlan   The difference between the values in Planned Hours and Total Submitted Hours.
PTA Allocation Hours ValueAllocationHours   The hours allocated to the resource for the project task.
PTA Allocation Percentage ValueAllocationPercentage   The allocation percentage allocated to the resource for the project task.
PTA Estimated Hours ValueEstimatedHours   The estimated number of hours for the project task assignment.
PTA Hours ValueProjectTaskAssignmentHours   The number of scheduled hours for the project task assignment.
RR Opportunity Probability (%) ValueResourceRequestOpportunityProbability C The probability of the opportunity related to the resource request, expressed as a percentage. See Calculated Fields.
RR Requested Hours ValueResourceRequestSOWHours   Estimated number of hours for the resource.
RR Suggested Bill Rate ValueResourceRequestSuggestedBillRate C The combined values in Suggested Bill Rate Number and Suggested Bill Rate Currency Code, in the corporate currency.
RR Suggested Bill Rate Number ValueResourceRequestSuggestedBillRateNumber   Value of the suggested rate to bill the customer for time booked by the resource.
RR Suggested Bill Rate (Project Currency) ValueResourceRequestSuggestedBillRateProjectCurrency C The combined values in Suggested Bill Rate Number and Suggested Bill Rate Currency Code, in the project currency.
RR Weighted Requested Hours ValueResourceRequestWeightedSOWHours C The hours on the resource request weighted by opportunity probability. See Calculated Fields.
ValueTimecardAmountAvailableToBill ValueTimecardAmountAvailableToBill   The amount available to bill for the timecard in the corporate currency.
Timecard Amount Available to Bill (Project Currency) ValueTimecardAmountAvailableToBillProjectCurrency   The amount available to bill for the timecard in the project currency.
Timecard Total Billable Amount ValueTimecardBillings D Total amount to be billed to the customer in the corporate currency.
Timecard Total Billable Amount (Project Currency) ValueTimecardBillingsProjectCurrency   Total amount to be billed to the customer in the project currency.
Timecard Total Cost ValueTimecardTotalCost D Total cost incurred for the hours on the timecard split.
Timecard Total Days Worked ValueTimecardTotalDays   Total number of days worked based on the number of hours entered in each day of the timecard.
Timecard Total Hours ValueTimecardTotalHours   Total hours for the timecard line.
Project Reporting Dataset Dimension Fields
Field Type Field Label Field API Name   Description
Dimension Account Billing Country AccountBillingCountry G

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Account ID AccountId G

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Account Industry AccountIndustry G

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Account Name AccountName G, D

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Account Type AccountType G

The type of account associated with the project, opportunity or estimate.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Actuals Template ID ActualsTemplateId  

The ID of the Revenue Management template used for recognizing revenue and amortizing cost for the record.

This field is derived from the following object types in the Project Reporting dataset:

  • Expenses
  • Milestones
  • Misc Adjustments
  • Projects
  • Timecards
Note:

This field is only populated if all of the following are true:

Allow Candidates to Self-Nominate AllowCandidatesToSelfNominate   Allows prospective candidates to view and express interest in resource requests.
Approved Approved G

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Assignment Billable AssignmentIsBillable   Indicates whether the assignment is billable and therefore included in billing events.
Assignment Budget Allocation ID AssignmentBudgetAllocationID   Identifier of the budget allocation for the assignment.
Assignment Budget Allocation Name AssignmentBudgetAllocationName   Name of the budget allocation for the assignment.
Assignment Cost Rate Currency Code AssignmentCostRateCurrencyCode   Currency used to calculate the resource cost for the assignment. This is used when your organization uses multiple currencies.
Assignment Description AssignmentDescription   Description of the assignment.
Assignment ID AssignmentId   System-generated identifier of the assignment.
Assignment Is Daily Cost Rate AssignmentIsDailyCostRate   Indicates whether the cost rate of the assignment is a daily rate.
Assignment Is Time Credited AssignmentIsTimeCredited   Indicates whether time logged for the assignment is credited for utilization if it is not billable.
Assignment Is Time Excluded AssignmentIsTimeExcluded   Indicates whether the time entered by the resource on this assignment is excluded from the total number of utilization hours in the time period.
Assignment Location AssignmentLocation   Location for the assignment.
Assignment Name AssignmentName   The name of the assignment.
Assignment Source Assignment ID AssignmentSourceAssignmentID   System-generated identifier of the templated assignment.
Assignment Source Assignment Name AssignmentSourceAssignmentName   The name of the templated assignment.
Assignment Use Proj Currency Res Cost AssignmentUseProjectCurrencyForResourceCost   Indicates whether the project currency is used in the resource cost calculations when your organization uses multiple currencies.
Assignment Use Res Default Cost Rate AssignmentUseResourceDefaultCostRate   Indicates whether the resource currency is used in the resource cost calculations when your organization uses multiple currencies.
Available To Bill AvailableToBill  

Indicates whether the expense, milestone, miscellaneous adjustment, or timecard is available to bill.

The criteria used by the PSA Project Billings dashboard to determine when Available to Bill is true for the different business records are set out in Available to Bill Selection Criteria.

Billed Billed G Indicates whether the budget, milestone, estimate, miscellaneous adjustment, or timecard has been charged to the project or customer.
Billing Event Item BillingEventItem  

Identifies the billing event item (if any) created for the expense, milestone, miscellaneous adjustment, or timecard.

If a billing event item exists but is not released, the PSA Project Billings dashboard includes the business record in the "Pending Release" segment of its stacked bar charts.

Billing Hold BillingHold  

Indicates whether billing for the expense, milestone, miscellaneous adjustment, or timecard is on hold.

If true, the PSA Project Billings dashboard includes the business record in the "On Hold" segment of its stacked bar charts.

Billing Status BillingStatus   The current status of the billing event.
Budget Billed BudgetBilled   Indicates whether the budget has been charged to the project or customer.
Budget Status BudgetStatus   The status of the Budget.
Budget Type BudgetType   The type of Budget.
Currency ISO Code CurrencyIsoCode G

This field identifies the currency ISO code derived from the following objects:

  • Assignment
  • Task Time
  • Timecard
  • Milestone
  • Expense
  • Estimate
  • Miscellaneous Adjustment
  • Est vs Actuals
  • Budget
Description Description G

This field is derived from the following object types in the Project Reporting dataset:

  • Milestone
  • Expenses
  • Miscellaneous Adjustments
  • Budget
Est Role Request Estimate Task ID EstimateRoleRequestEstimateTaskId   The identifier of the estimate task the role request is for.
Est Role Request Estimate Task Name EstimateRoleRequestEstimateTaskName   The name of the estimate task the role request is for.
Est Role Request Group ID EstimateRoleRequestGroupId   The identifier of the group for which this role request is for.
Est Role Request Group Name EstimateRoleRequestGroupName   The name of the group for which this role request is for.
Est Role Request ID EstimateRoleRequestId   The identifier of the estimate role request.
Est Role Request Is External Resource EstimateRoleRequestIsExternalResource   Indicates this estimate role request is for an external resource.
Est Role Request Name EstimateRoleRequestName D The name of this estimate role request.
Est Role Request Practice ID EstimateRoleRequestPracticeId   The identifier of the practice for which this role request is for.
Est Role Request Practice Name EstimateRoleRequestPracticeName   The name of the practice for which this role request is for.
Est Role Request Region ID EstimateRoleRequestRegionId   The identifier of the region for which this role request is for.
Est Role Request Region Name EstimateRoleRequestRegionName   The name of the region for which this role request is for.
Estimate (Earliest Created) EstimateEarliest   The first created estimate row for a given estimate.
Estimate Account ID EstimateAccountId   The identifier of the account associated with the estimate.
Estimate Account Name EstimateAccountName   The name of the account associated with the estimate.
Estimate Apply Discount To Cost Contingency EstimateApplyDiscountToCostContingency   Indicates whether the discount is to be applied to the cost contingency.
Estimate Apply Discount To Expense EstimateApplyDiscountToExpense   Indicates whether the discount is to be applied to the expense.
Estimate Approval Status EstimateApprovalStatus   The current status of the estimate in the approval process.
Estimate Billing Type EstimateBillingType   Indicates the billing type set for the estimate, for example "Fixed Price".
Estimate Currency EstimateCurrency   The currency of the estimate.
Estimate Group ID Chain EstimateGroupIdChain   System-generated chain for linking to the group.
Estimate Group ID EstimateGroupId   The identifier of the group that is associated with this estimate.
Estimate Group Level XX EstimateGroupNameXX   The RPG level of the group related to the estimate, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the estimate.
Estimate Group Name EstimateGroupNameChain   System-generated chain for linking to the group associated with the estimate, formatted in descending hierarchical order.
Estimate ID EstimateId   The identifier of the estimate.
Estimate Name EstimateName   The name of the estimate.
Estimate Owner ID EstimateOwnerId   The identifier of the estimate owner.
Estimate Owner Name EstimateOwnerName   The name of the estimate owner.
Estimate Practice ID Chain EstimatePracticeIdChain   System-generated chain for linking to the practice.
Estimate Practice ID EstimatePracticeId   The identifier of the practice that is associated with this estimate.
Estimate Practice Level XX EstimatePracticeNameXX   The RPG level of the practice related to the estimate, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the estimate.
Estimate Practice Name EstimatePracticeNameChain   System-generated chain for linking to the practice associated with the estimate, formatted in descending hierarchical order.
Estimate Primary EstimatePrimary   Indicates that this estimate is the primary version for the opportunity.
Estimate Region ID Chain EstimateRegionIdChain   System-generated chain for linking to the region.
Estimate Region ID EstimateRegionId   The identifier of the region that is associated with this estimate.
Estimate Region Level XX EstimateRegionNameXX   The RPG level of the region related to the estimate, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the estimate.
Estimate Region Name EstimateRegionNameChain   System-generated chain for linking to the region associated with the estimate, formatted in descending hierarchical order.
Estimate Task ID EstimateTaskId   The identifier of this estimate task.
Estimate Task Name EstimateTaskName   The name of this estimate task.
EvA Assignment ID EVAAssignmentID   The identifier of the EvA assignment.
EvA Assignment Name EVAAssignmentName   The name of the Assignment associated with the EVA record.
EvA Scheduled Bill Rate is Daily Rate EVAScheduledBillRateIsDailyRate   Indicates whether the scheduled bill rate is a daily rate.
EvA Time Period ID EVATimePeriodID   The time period to which the estimates versus actuals numbers relate.
EvA Time Period Name EVATimePeriodName   The name of the time period.
EvA Time Period Type EVATimePeriodType   The type of time period this time span represents.
Exclude from Billing ExcludeFromBilling G Indicates whether the Milestone, Expense, Timecard, or Miscellaneous Adjustment have been excluded from billing generation.
Expense Billed ExpenseBilled   Indicates whether the expense has been charged to the project or customer.
Expense Budget Allocation ID ExpenseBudgetAllocationID   Identifier of the budget allocation for the estimate.
Expense Budget Allocation Name ExpenseBudgetAllocationName   Name of the budget allocation for the estimate.
Expense Lost Receipt ExpenseLostReceipt   Enables users to submit expenses without receipt attachments even if receipt attachments are required.
Expense Number ExpenseNumber D The number of the expense record to which the group of receipt attachments belong.
Expense Rate Unit ExpenseRateUnit   Unit of measurement to use for an expense rate.
Expense Type ExpenseType   The type of expense, such as Business Meals, Car Rental, Taxi.
Has Project HasProject G

Indicates whether an estimate or resource request record is associated with a project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Include In Financials IncludeInFinancials G

Derived from the following objects:

  • Expense
  • Milestone
  • Misc Adjustments

Indicates whether the expense is to be included in the financial roll-up to the project and RPGs.

Is Milestone Late IsMilestoneLate C See Calculated Fields.
Is Resource Active IsResourceActive  

Derived from the Resource (Contact) object in the Project Reporting dataset.

Indicates whether this is an active resource that can be assigned to projects. See PSA Resource Fields.

Is Resource IsResource  

Derived from the Resource (Contact) object in the Project Reporting dataset.

Indicates whether this contact is a PSA resource. See PSA Resource Fields.

Master Project ID ProjectMasterProjectId G

The identifier of the highest project in the hierarchy.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Master Project Name ProjectMasterProjectName G

The name of the highest project in the hierarchy.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Milestone Billed MilestoneBilled   Indicates whether the milestone has been charged to the project or customer.
Milestone Budget Allocation ID MilestoneBudgetAllocationID   Identifier of the budget allocation for the milestone.
Milestone Budget Allocation Name MilestoneBudgetAllocationName   Name of the budget allocation for the milestone.
Milestone ID MilestoneId  

The identifier of the Milestone.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Milestone Name MilestoneName D, G

The name of the Milestone.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Milestone Override Project Group MilestoneOverrideProjectGroup  

The name of the group selected as the override project group on the milestone.

Milestone Override Project Practice MilestoneOverrideProjectPractice   The name of the practice selected as the override project practice on the milestone.
Milestone Override Project Region MilestoneOverrideProjectRegion   The name of the region selected as the override project region on the milestone.
Milestone Source Milestone ID MilestoneSourceMilestoneID   System-generated identifier of the templated milestone.
Milestone Source Milestone Name MilestoneSourceMilestoneName   The name of the templated milestone.
Milestone Status MilestoneStatus   The status of the milestone.
Misc Adjustment Approved MiscAdjApproved   Indicates whether the miscellaneous adjustment is approved.
Misc Adjustment Billed MiscAdjBilled   Indicates whether the miscellaneous adjustment has been charged to the project or customer.
Misc Adjustment Budget Allocation ID MiscAdjustmentBudgetAllocationID   Identifier of the budget allocation for the miscellaneous adjustment.
Misc Adjustment Budget Allocation Name MiscAdjustmentBudgetAllocationName   Name of the budget allocation for the miscellaneous adjustment.
Misc Adjustment Description MiscAdjDescription   Description of the transaction.
Misc Adjustment Invoiced MiscAdjInvoiced   Indicates the miscellaneous adjustment has been invoiced.
Misc Adjustment Name MiscAdjName   Name of the miscellaneous adjustment.
Misc Adjustment Override Project Group MiscAdjustmentOverrideProjectGroup   The name of the group selected as the override project group on the miscellaneous adjustment.
Misc Adjustment Override Proj Practice MiscAdjustmentOverrideProjectPractice   The name of the practice selected as the override project practice on the miscellaneous adjustment.
Misc Adjustment Override Project Region MiscAdjustmentOverrideProjectRegion   The name of the region selected as the override project region on the miscellaneous adjustment.
Misc Adjustment Status MiscAdjStatus   Approval status of the miscellaneous adjustment.
Misc Adjustment Transaction Category MiscAdjTransactionCategory   Transaction category to which the miscellaneous adjustment applies.
Misc Adjustment Vendor Account MiscAdjVendorAccount   Vendor account to which the miscellaneous adjustment applies.
Name Name D, G

Derived from the following objects:

  • Timecard
  • Task Time
  • Resource (Contact)
  • Milestone
  • Est Vs Actuals
  • Expense
  • Account
  • Miscellaneous Adjustment
  • Budget
  • Project Manager (Contact)
  • Opportunity
  • Assignment
  • Project
Object Type ProjectReportingType G

The project reporting type. Available options are:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Expenses
  • Milestones
  • Misc Adjustments
  • Projects
  • Timecards
  • Resource Requests
Opportunity Account Billing Country OpportunityAccountBillingCountry G

The billing country of the account associated with the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Opportunity Account Industry OpportunityAccountIndustry G

The industry specified for the account associated with the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Opportunity Account Name OpportunityAccountName G

The name of the account associated with the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Opportunity Account Type OpportunityAccountType G

The type of account associated with the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Opportunity ID OpportunityId G

identifier of the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Opportunity Name OpportunityName G, D

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Opportunity Owner ID OpportunityOwnerId G

The identifier of the owner of the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Opportunity Owner Name OpportunityOwnerName G

The name of the owner of the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Opportunity Stage OpportunityStageName G

The stage of the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Parent Project ID ProjectParentProjectId G

The identifier of the project in the next level up in the project hierarchy.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Parent Project Name ProjectParentProjectName D, G

The name of the project in the next level up in the project hierarchy.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Allow Expenses Without Assignment ProjectAllowExpensesWithoutAssignment G

Enables the entry of timecards and expenses without the resource requiring an assignment.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Allow Self-Staffing ProjectAllowSelfStaffing G

Indicates whether resources have permission to create their own assignments for the project. This overrides the staffing permission controls for the project or resource.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Allow Timecards Without Assignment ProjectAllowTimecardsWithoutAssignment G

Enables the entry of timecards and expenses without the resource requiring an assignment.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Billable IsProjectBillable   Indicates if the project is billable to a customer.
Project Billing Type ProjectBillingType   The type of billing, such as Fixed Price or Time and Materials.
Project Closed for Expense Entry ProjectClosedForExpenseEntry G

Indicates whether this project is closed for expense entry.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Closed for Time Entry ProjectClosedForTimeEntry G

Indicates whether this project is closed for timecard entry.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Company ID ProjectCompanyId G

Lookup to the related Foundations company.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Company Name ProjectCompanyName G

The name of the related Foundations company.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Currency ISO Code ProjectCurrencyIsoCode G

When working with multiple currencies, allows you to choose a currency to report the project figures in when different from the default currency for your Salesforce org.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Display ID ProjectDisplayId G

The unique "PR-{000000}" field displayed on a Project record.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Engagement ID ProjectEngagementId G

The identifier of the Engagement associated with this project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Projects
  • Timecards
Project Estimate Group ID Chain ProjectEstimateGroupIdChain G System-generated chain for linking to the group related to the estimate associated with the project.
Project Estimate Group Name XX ProjectEstimateGroupNameXX G The RPG level of the group related to the estimate associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the estimate associated with the project.
Project Estimate Group Name ProjectEstimateGroupNameChain G The name of the group associated with the estimate associated with the project.
Project Estimate ID ProjectEstimateId G

The identifier of the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Name ProjectEstimateName G

The name of the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Owner ID ProjectEstimateOwnerId G

The identifier of the owner of the estimate from which the project originated.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Owner Name ProjectEstimateOwnerName G

The name of the owner of the estimate from which the project originated.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Practice ID Chain ProjectEstimatePracticeIdChain G

System-generated chain for linking to the practice related to the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Practice Name XX ProjectEstimatePracticeNameXX G

The RPG level of the practice related to the estimate associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Practice Name ProjectEstimatePracticeNameChain G

The name of the practice associated with the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Region ID Chain ProjectEstimateRegionIdChain G

System-generated chain for linking to the region related to the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Region Name XX ProjectEstimateRegionNameXX G

The RPG level of the region related to the estimate associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Region Name ProjectEstimateRegionNameChain G

The name of the region associated with the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Financial Status ProjectFinancialStatus G

Indicates the current financial status of a project.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Group ID Chain ProjectGroupIdChain G

System-generated chain for linking to the group.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Group ID ProjectGroupId G

The identifier of the group related to the project.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Group Name ProjectGroupNameChain G

System-generated chain for linking to the group related to the project, formatted in descending hierarchical order.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Group Level XX ProjectGroupNameXX   The name of a group associated with the project. XX represents a number between 00 and 12, and determines the group's level in the hierarchy of groups associated with the project. 00 is the highest level of group.
Project Group Name (Ascending) ProjectGroupNameChainAsc G

System-generated chain for linking to the group related to the project, formatted in ascending hierarchical order.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Group Name ProjectGroupNameChain   System-generated chain for linking to the group related to the project, formatted in descending hierarchical order.
Project Hierarchy Depth ProjectHierarchyDepth   The project's level within the project hierarchy.
Project ID Chain ProjectIdChain   ID for system-generated chain for linking to the project.
Project ID ProjectId G

Unique project identifier assigned by the system.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Is Active ProjectIsActive G

Indicates whether this project is active.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Is Template ProjectIsTemplate G

Indicates whether this project is a template.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Location ProjectLocation G The location of the project.
Project Manager ID ProjectManagerId G

The identifier of the contact associated with the project.This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects Resource Requests
  • Task Time
  • Timecards
Project Manager Name ProjectManagerName D, G

The name of the contact associated with the project.This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Name Chain ProjectNameChain G

Name of system-generated chain for linking to the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Name ProjectName D, G

The name of the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity Account ID ProjectOpportunityAccountId   System-generated identifier of the account associated with the opportunity that the project was created from.
Project Opportunity Account Industry ProjectOpportunityAccountIndustry G

The industry specified for the account associated with the opportunity associated with the project. This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity Account Name ProjectOpportunityAccountName G

The name of the account associated with the opportunity associated with the project. This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity Account Type ProjectOpportunityAccountType G

The type of account associated with the opportunity associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity ID ProjectOpportunityId G

The identifier of the opportunity associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity Name ProjectOpportunityName G

The name of the opportunity associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity Owner ID ProjectOpportunityOwnerId G

The identifier of the contact who owns the related opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity Owner Name ProjectOpportunityOwnerName G

The name of the contact who owns the related opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity Stage ProjectOpportunityStageName G

The stage of the related opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Owner ID ProjectOwnerId G

The identifier of the project owner.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Owner Name ProjectOwnerName G

The name of the project owner.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Phase ProjectPhase G

Current phase of the project.This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Practice ID Chain ProjectPracticeIdChain G

System-generated chain for linking to the Practice.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Practice ID ProjectPracticeId G

The identifier of the practice to which the project actuals roll up to.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Practice Name (Ascending) ProjectPracticeNameChainAsc G

System-generated chain for linking to the practice related to the project, formatted in ascending hierarchical order.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Practice Name ProjectPracticeNameChain G

System-generated chain for linking to the practice related to the project, formatted in descending hierarchical order.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Pre-Bill Type ProjectPreBillType G

The type of pre-billing selected for the project. This indicates whether the customer has been pre-billed for a part of the budget or all of it.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Recognition Method ProjectRecognitionMethod G

Recognition method to apply to this record for Revenue Forecasting.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Record Type ProjectRecordTypeName   The type of project record.
Project Region ID Chain ProjectRegionIdChain G

System-generated chain for linking to the region.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Region ID ProjectRegionId G

Lookup to the related region to which the project actuals roll up to.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Region Level XX ProjectRegionNameXX   The name of a region associated with the project. XX represents a number between 00 and 12, and determines the region's level in the hierarchy of region associated with the project. 00 is the highest level of region.
Project Region Name (Ascending) ProjectRegionNameChainAsc G

System-generated chain for linking to the region related to the project, formatted in ascending hierarchical order.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Region Name ProjectRegionNameChain G

System-generated chain for linking to the region related to the project, formatted in descending hierarchical order.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Schedule Status ProjectScheduleStatus G

Indicates whether the project is on schedule.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Scope Status ProjectScopeStatus G

Indicates the current scope status.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Source Project Template ID ProjectSourceTemplateId   The identifier of the project template on which the project is based.
Project Source Project Template Name ProjectSourceTemplateName   The name of the project template on which the project is based.
Project Stage ProjectStage   The current stage of the project.
Project Status ProjectStatus G

Indicates the status of the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Task Assigned Resources TaskAssignedResources   System generated list of assigned resources. The list is generated from the project task assignment.
Project Task Blocked TaskBlocked   Indicates whether the task is blocked.
Project Task Completed TaskCompleted   Indicates whether the task is completed.
Project Task Description TaskDescription   Description of the project task.
Project Task Duration Units TaskDurationUnits   Specifies the units of time used for project tasks.
Project Task ID TaskId   System-generated identifier of the project task.
Project Task Name Chain TaskNameChain   List of parent task names up to the top-level task.
Project Task Name TaskName G

The name of the task.This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Task Parent Name TaskParentTaskName   The name representing the project task and its children if applicable.
Project Task Parent Task ID TaskParentTask   The identifier of the parent task associated with the project task.
Project Task Priority TaskPriority   The current priority of the task.
Project Task Source Project Task ID ProjectTaskSourceProjectTaskID   The identifier of the templated project task.
Project Task Source Project Task Name ProjectTaskSourceProjectTaskName   The name of the templated project task.
Project Task Started TaskStarted   Indicates whether the task has been started.
Project Task Status TaskStatus   The status of the project task.
Project Task Summary Summary   Indicates whether the task is a summary task.
Project Task WBS Element Number TaskWBSElementNumber   System-generated identifier that links the task to an external task management system.
Project Time Credited ProjectTimeCredited G

Indicates whether non-billable time are to be credited for utilization.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Time Excluded ProjectTimeExcluded G

Indicates whether non-billable time are to neither count for nor against utilization.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Time Period Name ProjectTimePeriodName G

The name of the Time Period associated with the Project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Time Period Type ProjectTimePeriodType G

The type of Time Period associated with the Project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Time Zone ProjectTimeZone G

The project's time zone. All project task start and end times use this time zone.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Type ProjectType G

Classification of the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
PTA Assignment ID ProjectTaskAssignmentAssignmentId   The identifier of the assignment related to the project task assignment.
PTA External Resource ID ProjectTaskAssignmentExternalResourceId   The identifier of the external resource assigned to the project task.
PTA ID ProjectTaskAssignmentId   The identifier of the project task assignment.
PTA Name ProjectTaskAssignmentName   The name of the project task assignment.
PTA Project Task ID ProjectTaskAssignmentTaskId   The identifier of the project task associated with the project task assignment.
PTA Project Task Name ProjectTaskAssignmentTaskName   The name of the project task associated with the project task assignment.
PTA Resource ID ProjectTaskAssignmentResourceId   The identifier of the resource associated with the project task.
PTA Resource Name ProjectTaskAssignmentResourceName   The name of the resource associated with the project task assignment.
PTA Resource Request ID ProjectTaskAssignmentResourceRequestId   The identifier of the resource request associated with the project task.
PTA Resource Request Name ProjectTaskAssignmentResourceRequestName   The name of the resource request associated with the project task.
PTA Resource Role ProjectTaskAssignmentResourceRole   The resource role associated with the project task.
Record ID RecordId G The unique identifier for every record derived from every object used in the Project Reporting dataset.
Resource Department ResourceDepartment   The department the resource belongs to.
Resource External ResourceExternal   Indicates whether the resource is external.
Resource Group ID Chain ResourceGroupIdChain   System-generated chain for linking to the group.
Resource Group ID ResourceGroupId   Lookup to the group related to the resource.
Resource Group Level XX ResourceGroupNameXX   The name of a group associated with the resource. XX represents a number between 00 and 12, and determines the group's level in the hierarchy of groups associated with the resource. 00 is the highest level of group.
Resource Group Name ResourceGroupNameChain   The name of the group related to the resource.
Resource ID ResourceId   The identifier of the resource.
Resource Mailing City ResourceMailingCity   The mailing city portion of the address specified for the resource.
Resource Mailing Country ResourceMailingCountry   The mailing country portion of the address specified for the resource.
Resource Mailing State ResourceMailingState   The mailing state portion of the address specified for the resource.
Resource Name ResourceName D, G

The name of the resource.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Resource Practice ID Chain ResourcePracticeIdChain   System-generated chain for linking to the practice.
Resource Practice ID ResourcePracticeId   Lookup to the practice associated with the resource.
Resource Practice Level XX ResourcePracticeNameXX   The name of a practice associated with the resource. XX represents a number between 00 and 12, and determines the practice's level in the hierarchy of practices associated with the resource. 00 is the highest level of practice.
Resource Practice Name ResourcePracticeNameChain   The name of the practice associated with the resource.
Resource Region ID Chain ResourceRegionIdChain   System-generated chain for linking to the region.
Resource Region ID ResourceRegionId   Lookup to the region associated with the resource.
Resource Region Level XX ResourceRegionNameXX   The name of a region associated with the resource. XX represents a number between 00 and 12, and determines the region's level in the hierarchy of regions associated with the resource. 00 is the highest level of region.
Resource Region Name ResourceRegionNameChain   The name of the region associated with the resource.
Resource Role ResourceRole   The role of the resource.
Resource Work Calendar ResourceWorkCalendar   The work calendar associated with the resource.
RR Assignment ID ResourceRequestAssignmentId   The ID of the assignment to which the resource request relates.
RR Assignment Name ResourceRequestAssignmentName   The name of the assignment to which the resource request relates.
RR Excluded ResourceRequestExcludeFromUtilization   Indicates whether the resource request is excluded from utilization calculations.
RR Group ID Chain ResourceRequestGroupIdChain   System-generated chain for linking to the RPG ID related to the Resource Request.
RR Group ID ResourceRequestGroupId   The ID of the group to which the resource request relates.
RR Group Level XX ResourceRequestGroupNameXX   The RPG level of the group related to the Resource Request, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the resource request.
RR Group Name (Ascending) ResourceRequestGroupNameChainAsc   System-generated chain for linking to the group related to the Resource Request, formatted in ascending hierarchical order.
RR Group Name ResourceRequestGroupNameChain   System-generated chain for linking to the group related to the Resource Request, formatted in descending hierarchical order.
RR Minimum Rating ResourceRequestPrimarySkillMinimumRating   The minimum level of exposure or ability the requested resource must have in the requested skill or certification.
RR Name ResourceRequestName   The name of the resource request.
RR Owner ID ResourceRequestOwnerId   The ID of the owner of the resource request.
RR Owner Name ResourceRequestOwnerName   The name of the owner of the resource request.
RR Practice ID Chain ResourceRequestPracticeIdChain   System-generated chain for linking to the practice, formatted in descending hierarchical order.
RR Practice ID ResourceRequestPracticeId   The ID of the practice related to the resource request.
RR Practice Level XX ResourceRequestPracticeNameXX   The RPG level of the group related to the Resource Request, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the resource request.
RR Practice Name (Ascending) ResourceRequestPracticeNameChainAsc   System-generated chain for linking to the practice, formatted in ascending hierarchical order.
RR Practice Name ResourceRequestPracticeNameChain   The name of the practice related to the resource request.
RR Primary Skill ID ResourceRequestPrimarySkillId   The ID of the primary skill or certification of the resource request.
RR Primary Skill Name ResourceRequestPrimarySkillName   Name of the skill or certification to add to the request, such as "Java" or "Project Management".
RR Priority ResourceRequestPriority   Priority of the resource request.
RR Region ID Chain ResourceRequestRegionIdChain   System-generated chain for linking to the region, formatted in descending hierarchical order.
RR Region ID ResourceRequestRegionId   The ID of the region related to the resource request.
RR Region Level XX ResourceRequestRegionNameXX   The RPG level of the group related to the Resource Request, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the resource request.
RR Region Name (Ascending) ResourceRequestRegionNameChainAsc   System-generated chain for linking to the region, formatted in ascending hierarchical order.
RR Region Name ResourceRequestRegionNameChain   The name of the region related to the resource request.
RR Resource Held ResourceRequestResourceHeld   Indicates whether the resource is to be reserved for this resource request.
RR Resource ID ResourceRequestStafferResourceId   The ID of the resource related to the resource request.
RR Resource ResourceRequestStafferResourceName G

The name of the resource related to the resource request.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
RR Role ResourceRequestRequiredResourceRole   The role of the requested resource.
RR Skills SkillRequest.Skill.Name  

The skill/certification from the resource skill request associated with the resource request.

RR Status ResourceRequestStatus   Status of the resource request.
RR Suggested Bill Rate Currency Code ResourceRequestSuggestedBillRateCurrencyCode   The currency code of the suggested bill rate for the resource request.
RR Suggested Resource ID ResourceRequestSuggestedResourceId   The ID of the specific resource that you want to use.
RR Suggested Resource Name ResourceRequestSuggestedResourceName   Name of a specific resource that you want to use.
Salesforce Resource User ID ResourceSalesforceUserId   The identifier of the Salesforce user.
Salesforce Resource User Photo URL ResourceSalesforceUserPhotoUrl   Defines a URL — absolute or relative— that points to the image to use for a resource.
Salesforce Resource Username ResourceSalesforceUserName   The username assigned to the resource.
Status Status G

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Timecard Billable TimecardBillable   Indicates whether the hours on the timecard can be charged to a customer.
Timecard Billed TimecardBilled   Indicates whether the timecard has been charged to the project or customer.
Timecard Budget Allocation ID TimecardBudgetAllocationID   System-generated identifier of the budget allocation for the timecard.
Timecard Budget Allocation Name TimecardBudgetAllocationName   Name of the budget allocation for the timecard.
Timecard Header Approver ID TimecardHeaderApproverId   The User ID of the person who has approved the Timecard. This field is derived from the Timecard object which refers to the User object in the Project Reporting dataset.
Timecard Header Approver Name TimecardHeaderApproverName D The name of the person who has approved the Timecard. This field is derived from the Timecard object type in the Project Reporting dataset.
Timecard Header ID TimecardHeaderId   System-generated identifier for the timecard.
Timecard Header Name TimecardHeaderName   The name of the timecard.
Timecard Status TimecardStatus   The current status of the timecard.
Project Reporting Dataset Date Fields
Field Type Field Label Field API Name   Description
Date Assignment Created Date AssignmentCreatedDate   The date the assignment was created.
Assignment End Date AssignmentEndDate   The scheduled end date of the assignment schedule.
Assignment Start Date AssignmentStartDate   The start date of the assignment schedule.
Billing Date BillingDate G

Billing date, which varies depending on the record type, as follows:

  • For Timecards, the billing date is the timecard split bill date field.
  • For Expenses, the billing date is the bill date field.
  • For Misc. Adjustments, the billing date is the bill date field.
  • For Milestones, the billing date is the bill date field.
  • For Estimates Vs. Actuals, the billing date is the end date field.
Budget Bill Date BudgetBillingDate   The bill date for the budget.
Budget Effective Date BudgetEffectiveDate   The date the budget becomes effective.
End Date EndDate G

The date that work recorded against the record is scheduled to end. Values are derived from the following objects:

  • Timecards
  • Expenses
  • Budget
  • Miscellaneous Adjustment
  • Projects
  • Milestones
  • Est Vs Actuals
  • Assignment

See Calculated Fields for more information on how this field is calculated on the Milestone object.

Est Role Request End Date EstimateRoleRequestEndDate   The date the role request for the estimate ends.
Est Role Request Start Date EstimateRoleRequestStartDate   The date the role request for the estimate starts.
Estimate Created Date EstimateCreatedDate   The date the estimate was created.
Estimate End Date EstimateEndDate   The end date of the estimate.
Estimate Start Date EstimateStartDate   The start date of the estimate.
Estimate Task End Date EstimateTaskEndDate   The date this estimate task ends.
Estimate Task Start Date EstimateTaskStartDate   The date this estimate task starts.
EvA Assignment End Date EVAAssignmentEndDate   The end date of the EvA assignment.
EvA End Date EVAEndDate   The end date of the time period of the report.
EvA Start Date EVAStartDate   The start date of the time period of the report.
EvA Time Period End Date EVATimePeriodEndDate   The end date of the time period associated with the estimates versus actuals numbers.
Eva Time Period Start Date EVATimePeriodStartDate   The start date of the time period associated with the estimates versus actuals numbers.
Expense Date ExpenseDate   The date of the expense.
Milestone Actual Date MilestoneActualDate   The actual date of completion of the milestone.
Milestone Bill Date MilestoneBillDate   The date of billing of the milestone.
Milestone Start Date MilestoneStartDate   The start date of the milestone.
Milestone Target Date MilestoneTargetDate   Target date for completion of the milestone.
Misc Adjustment Bill Date MiscAdjBillDate   The bill date for the miscellaneous adjustment.
Misc Adjustment Effective Date MiscAdjEffectiveDate   The date the miscellaneous adjustment is effective from.
Misc Adjustment Invoice Date MiscAdjInvoiceDate   The date of invoice for the miscellaneous adjustment.
Opportunity Close Date OpportunityCloseDate G

The closing date of the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project End Date ProjectEndDate G

The scheduled end date of the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity Close Date ProjectOpportunityCloseDate G

The close date of the opportunity associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Start Date ProjectStartDate G

The scheduled start date of the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Task Actual End Date TaskActualEndDate   The actual end date of the project.
Project Task Actual Start Date TaskActualStartDate   The actual start date of the project.
Project Task End Date TaskEndDate   The end date of the project task.
Project Task Parent Task End Date TaskParentTaskEndDate   The end date of the parent task associated with the project task.
Project Task Parent Task Start Date TaskParentTaskStartDate   The start date of the parent task associated with the project task.
Project Task Start Date TaskStartDate   The date that work for the task is projected to start on.
Project Time Period End Date ProjectTimePeriodEndDate G

The end date of the time period associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Time Period Start Date ProjectTimePeriodStartDate G

The start date of the time period associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
PTA End Date ProjectTaskAssignmentEndDate   The end date of the project task assignment.
PTA Start Date ProjectTaskAssignmentStartDate   The start date of the project task assignment.
Resource Last Date ResourceLastDate   The last date of employment of the resource.
Resource Start Date ResourceStartDate   The date that the resource commenced employment.
RR Created Date ResourceRequestCreatedDate   The date the resource request was created on.
RR End Date ResourceRequestEndDate   The estimated end date of the resource request.
RR Start Date ResourceRequestStartDate   The estimated start date for the resource request.
Start Date StartDate G

The start date of the project. This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Timecard Bill Date TimecardBillDate   The date the timecard split was charged to the project or customer.
Timecard End Date TimecardEndDate   The end date of the week covered by the timecard.
Timecard Header End Date TimecardHeaderEndDate G The end date of the week for the timecard header associated with the timecard split.
Timecard Header Start Date TimecardHeaderStartDate G The start date of the timecard header associated with the timecard split.
Timecard Start Date TimecardStartDate   The start date of the week covered by the timecard.

Default Fields

Where no value is available for the following fields, "N/A" is displayed in the lenses or dashboards in which they occur:

  • Assignment Location
  • Budget Status
  • Budget Type
  • EvA Time Period Name
  • EvA Time Period Type
  • Expense Number
  • Expense Rate Unit
  • Expense Type
  • Is Resource
  • Is Resource Active
  • Milestone Name
  • Milestone Status
  • Misc Adjustment Approved
  • Misc Adjustment Bill Date
  • Misc Adjustment Description
  • Misc Adjustment Effective Date
  • Misc Adjustment Invoice Date
  • Misc Adjustment Invoiced
  • Misc Adjustment Name
  • Misc Adjustment Status
  • Misc Adjustment Transaction Category
  • Misc Adjustment Vendor Account
  • Resource Department
  • Resource External
  • Resource Group Name
  • Resource Name
  • Resource Practice Name
  • Resource Region Name
  • Resource Role
  • Resource Work Calendar
  • Timecard Billable
  • Timecard Status