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Audit trails are important for tracking changes to your Projector configuration. These audit trails can then be used for finance audits, government audits, or self audits. Projector breaks these changes down into the following areas:

  • Account
  • Accounting
  • Accounting Setup
  • Client
  • Company & Cost Center
  • Contract Line Item
  • Cost Center Rollup
  • Engagement
  • Location
  • Project
  • Project and Engagement Setup
  • Rate Setup
  • Resource
  • Resource Setup
  • User Type
  • Vendor

These are further broken down into individual line item changes. See the bottom of this document for the 800+ items we track.

Permissions and Settings

To run this report you must have the global permission Audit Trail Report set to View.

Audit Trail reports track specific categories of items. Not all items are tracked for all installations. For a list of tracked items, please see the Audit Trail Report - Parameters Tab

The following audit trail categories are available for all Projector installations:

  • Account
  • Cost Center Rollup
  • Company & Cost Center
  • User
  • User Type

The following additional categories are available to Professional Edition and Enterprise Edition installations.

  • Accounting
  • Accounting Setup
  • Client
  • Contract Line Item
  • Engagement
  • Location
  • Project
  • Project & Engagement Setup
  • Rate Setup
  • Resource
  • Resource Setup
  • Vendor

Professional edition audit trails are stored for 18 months. Enterprise edition are stored for 5 years. 

Grandfathered plans can optionally have enhanced audit trails enabled and a storage length negotiated based on your needs. Please contact Projector support for more information.

Audit trails start tracking changes to data as of the date it was enabled - it is not practical to reconstruct historical data prior to that time.

If you have particular needs that are not met by our new audit trail functionality and deployment and retention policies, please let us know as we are committed to working with you to support your needs. 

Who this report is for

System Administrators who need an audit trail for self, finance, or government audits.

Questions this report can answer

Question

Answer

Who changed Evan's role from Project Manager to System Administrator?

Run an Audit Trail report on User Role history

Prebuilt Reports

Your installation may include the following prebuilt reports.

Report

Description

User Permissions Audit Report

See all changes to user permissions

 

Installation Settings Audit ReportSee all changes to your installation

 

Line Items Tracked

A table of changes that we track.

Parameters Tab GroupAudit SubtypeAudit Subtype Description
AccountBudget AlertDisplay Color
AccountBudget AlertEmail Alert Flag
AccountBudget AlertName
AccountBudget AlertRank
AccountBudget AlertThreshold Percent
AccountInstallationAccount Code
AccountInstallationAccount Name
AccountInstallationAddress City
AccountInstallationAddress Country
AccountInstallationAddress Line 1
AccountInstallationAddress Line 2
AccountInstallationAddress State or Province
AccountInstallationAddress ZIP or Postal Code
AccountInstallationAllow Accounting Period Override Flag
AccountInstallationAllow Cost Cards Outside Project Dates Flag
AccountInstallationAllow Receipts Attached to Cost Cards Flag
AccountInstallationAllow Receipts Attached to Entire Expense Document Flag
AccountInstallationAllow Resources to Mark Cost Cards Non-Billable Flag
AccountInstallationAllow Self Service Password Reset Flag
AccountInstallationAllow Unapprove/Transfer of Fixed Price Time Cards after Revenue Recognition
AccountInstallationApprovers Can Reject Approved Expenses Flag
AccountInstallationApprovers Can Reject Approved Time Flag
AccountInstallationAuto Shrink Receipts Flag
AccountInstallationAuto-Approve Soft Costs Flag
AccountInstallationAuto-Approve Vendor Invoices Flag
AccountInstallationAuto-Approve-to-Pay-and-Invoice Expense Documents Flag
AccountInstallationAutomatic Authentication Flag
AccountInstallationBudget Alert Advance Day of Week
AccountInstallationCapacity Utilization Basis Formula
AccountInstallationCost Cards Require Location Flag
AccountInstallationDefault Calculation Order for Allocation Change
AccountInstallationDefault Calculation Order for Duration Change
AccountInstallationDefault Calculation Order for Effort Change
AccountInstallationDefault Calculation Order for New Roles
AccountInstallationDefault Culture
AccountInstallationDefault Timecard Approval Flag
AccountInstallationEnable Timesheet View Flag
AccountInstallationF/X Rate Variance Warning Threshold
AccountInstallationFinance Can Act as PM Flag
AccountInstallationFirst Day of Week
AccountInstallationForce Intercompany Transactions Thhrough Master Flag
AccountInstallationInstallation Storage Capacity
AccountInstallationInvoice Adjustment Threshold Amount
AccountInstallationInvoice Adjustment Threshold Percent
AccountInstallationInvoice Custom Label 1
AccountInstallationInvoice Custom Label 2
AccountInstallationInvoice Custom Label 3
AccountInstallationInvoice Custom Label 4
AccountInstallationInvoice Custom Label 5
AccountInstallationInvoice Custom Value 1
AccountInstallationInvoice Custom Value 2
AccountInstallationInvoice Custom Value 3
AccountInstallationInvoice Custom Value 4
AccountInstallationInvoice Custom Value 5
AccountInstallationInvoice Message
AccountInstallationLevel 1 Time Entry Grouping
AccountInstallationLevel 2 Time Entry Grouping
AccountInstallationLock Expense Documents on Approval Flag
AccountInstallationLock Receipts on Approval Flag
AccountInstallationLock Receipts on Approval-to-Invoice Flag
AccountInstallationLock Receipts on Approval-to-Pay Flag
AccountInstallationMaster Company
AccountInstallationMaximum Document Size
AccountInstallationMaximum Receipt File Size
AccountInstallationMissing Time Alert 1 End Day
AccountInstallationMissing Time Alert 1 Start Day
AccountInstallationMissing Time Alert 1 Through Current or Previous
AccountInstallationMissing Time Alert 1 Through Day
AccountInstallationMissing Time Alert 1 Type
AccountInstallationMissing Time Alert 2 End Day
AccountInstallationMissing Time Alert 2 Start Day
AccountInstallationMissing Time Alert 2 Through Current or Previous
AccountInstallationMissing Time Alert 2 Through Day
AccountInstallationMissing Time Alert 2 Type
AccountInstallationMissing Time Alert Day of Week Mask
AccountInstallationMissing Time Calculate Daily Flag
AccountInstallationNumber of Client Levels
AccountInstallationPercent Complete Algorithm
AccountInstallationPercent Complete Granularity
AccountInstallationPMs Can Approve Invoice Adjustments Flag
AccountInstallationPMs Can Create Invoices Flag
AccountInstallationPMs Can Issue Invoices Flag
AccountInstallationPortal Logo Timestamp
AccountInstallationProject Workspace Quota
AccountInstallationRDC Basis Formula
AccountInstallationReporting Granularity (Minutes)
AccountInstallationRequire Notification for Expenses Entered on Behalf of Flag
AccountInstallationRequire Notification for Time Entered on Behalf of Flag
AccountInstallationScheduling Granularity (Minutes)
AccountInstallationShow Location Criteria Flag
AccountInstallationShow Notes on Employee Schedule Flag
AccountInstallationShow Utilization on Employee Dashboard Flag
AccountInstallationStandard Minutes per Day
AccountInstallationSuppress Zero Amount Cost Cards on Invoices Flag
AccountInstallationSuppress Zero Amount Time Cards on Invoices Flag
AccountInstallationTime Cards Require Location Flag
AccountInstallationTime Entry Format
AccountInstallationTime Entry Project Format String
AccountInstallationTime Entry Show To-Date Values Flag
AccountInstallationTime to Approve Alert 1 End Day
AccountInstallationTime to Approve Alert 1 Start Day
AccountInstallationTime to Approve Alert 1 Through Current or Previous
AccountInstallationTime to Approve Alert 1 Through Day
AccountInstallationTime to Approve Alert 1 Type
AccountInstallationTime to Approve Alert 2 End Day
AccountInstallationTime to Approve Alert 2 Start Day
AccountInstallationTime to Approve Alert 2 Through Current or Previous
AccountInstallationTime to Approve Alert 2 Through Day
AccountInstallationTime to Approve Alert 2 Type
AccountInstallationTime to Approve Alert Day of Week Mask
AccountInstallationTime Zone
AccountInstallationTransmit P&L Detail in Journal Entries Flag
AccountInstallationTransmit Reconciliation Detail in Journal Entries Flag
AccountInstallationUse XE.com Incurred F/X Rates Flag
AccountInstallationUtilization Basis
AccountInstallationValue
AccountInstallationValue
AccountInstallationValue
AccountInstallationValue
AccountInstallationValue
AccountInstallationValue
AccountInstallationValue
AccountUDF DefinitionData Type
AccountUDF DefinitionInactive Flag
AccountUDF DefinitionName
AccountUDF DefinitionRequired Flag
AccountUDF Valid ValueInactive Flag
AccountUDF Valid ValueValue
AccountingF/X RateBegin Date
AccountingF/X RateEnd Date
AccountingF/X RateRate
AccountingGeneral Ledger TransactionAccounting Period
AccountingGeneral Ledger TransactionCompany
AccountingGeneral Ledger TransactionFailure Reason
AccountingGeneral Ledger TransactionG/J Transaction Number
AccountingGeneral Ledger TransactionNotes
AccountingGeneral Ledger TransactionStatus
AccountingInvoice TransactionA/R Application Transaction Number
AccountingInvoice TransactionA/R Credit Memo Transaction Number
AccountingInvoice TransactionA/R Invoice Transaction Number
AccountingInvoice TransactionAccounting Period
AccountingInvoice TransactionAccounts Receivable A/R Item Mapping
AccountingInvoice TransactionAccounts Receivable G/L Cost Center Mapping
AccountingInvoice TransactionCost WIP A/R Item Mapping
AccountingInvoice TransactionCost WIP G/L Cost Center Mapping
AccountingInvoice TransactionDeferred Revenue A/R Item Mapping
AccountingInvoice TransactionDeferred Revenue G/L Cost Center Mapping
AccountingInvoice TransactionF/X Variance A/R Item Mapping
AccountingInvoice TransactionF/X Variance G/L Cost Center Mapping
AccountingInvoice TransactionFailure Reason
AccountingInvoice TransactionManual Change Flag
AccountingInvoice TransactionNotes
AccountingInvoice TransactionStatus
AccountingInvoice TransactionTax Payable A/R Item Mapping for Tax #1
AccountingInvoice TransactionTax Payable A/R Item Mapping for Tax #2
AccountingInvoice TransactionTax Payable A/R Item Mapping for Tax #3
AccountingInvoice TransactionTax Payable G/L Cost Center Mapping
AccountingInvoice TransactionTime WIP A/R Item Mapping
AccountingInvoice TransactionTime WIP G/L Cost Center Mapping
AccountingPayment Voucher TransactionA/P Application Transaction Number
AccountingPayment Voucher TransactionA/P Clearing A/R Item Mapping
AccountingPayment Voucher TransactionA/P Clearing G/L Cost Center Mapping
AccountingPayment Voucher TransactionA/P Transaction Number
AccountingPayment Voucher TransactionAccounting Period
AccountingPayment Voucher TransactionAccounts Payable A/R Item Mapping
AccountingPayment Voucher TransactionAccounts Payable G/L Cost Center Mapping
AccountingPayment Voucher TransactionCash Advance A/R Item Mapping
AccountingPayment Voucher TransactionCash Advance G/L Cost Center Mapping
AccountingPayment Voucher TransactionFailure Reason
AccountingPayment Voucher TransactionManual Change Flag
AccountingPayment Voucher TransactionNotes
AccountingPayment Voucher TransactionStatus
Accounting SetupAccounting PeriodBegin Date
Accounting SetupAccounting PeriodCode
Accounting SetupAccounting PeriodEnd Date
Accounting SetupAccounting PeriodName
Accounting SetupAccounting PeriodOpen For Adjustments Flag
Accounting SetupAccounting Period CompanyOpen for A/P Transactions Flag
Accounting SetupAccounting Period CompanyOpen for A/R Transactions Flag
Accounting SetupAccounting Period CompanyOpen for Cost Flag
Accounting SetupAccounting Period CompanyOpen for G/L Transactions Flag
Accounting SetupAccounting Period CompanyOpen for Time Flag
Accounting SetupCurrencyCurrency Code
Accounting SetupCurrencyInactive Flag
Accounting SetupExpense TypeDefault Markup Percentage
Accounting SetupExpense TypeDefault Unit Cost
Accounting SetupExpense TypeDefault Unit Price
Accounting SetupExpense TypeDescription Required Flag
Accounting SetupExpense TypeDirect Cost G/L Account Mapping
Accounting SetupExpense TypeExpense Entry Instructions
Accounting SetupExpense TypeExpense Report Expense Item Flag
Accounting SetupExpense TypeExpense Report Mileage Item Flag
Accounting SetupExpense TypeExpense Type Group
Accounting SetupExpense TypeName
Accounting SetupExpense TypeOperating Expense G/L Account Mapping
Accounting SetupExpense TypeRDC Expense G/L Account Mapping
Accounting SetupExpense TypeReceipt Required Flag
Accounting SetupExpense TypeRevenue G/L Account Mapping
Accounting SetupExpense TypeSoft Cost Credit G/L Account Mapping
Accounting SetupExpense TypeSoft Cost Flag
Accounting SetupExpense TypeSubcontractor Invoice Flag
Accounting SetupExpense TypeTreat Costs as Fees Flag
Accounting SetupExpense TypeTreat Costs as Passthrough Flag
Accounting SetupExpense TypeUDF 1 Treatment
Accounting SetupExpense TypeUDF 2 Treatment
Accounting SetupExpense TypeUnit Driven Expense Flag
Accounting SetupExpense TypeUnit Plural Name
Accounting SetupExpense TypeUnit Singular Name
Accounting SetupExpense TypeVendor Invoice Cost Flag
Accounting SetupExpense Type CompanyDirect Cost G/L Account Mapping
Accounting SetupExpense Type CompanyOperating Expense G/L Account Mapping
Accounting SetupExpense Type CompanyRDC Expense G/L Account Mapping
Accounting SetupExpense Type CompanyRevenue G/L Account Mapping
Accounting SetupExpense Type CompanySoft Cost Credit G/L Account Mapping
Accounting SetupExpense Type GroupInactive Flag
Accounting SetupExpense Type GroupName
Accounting SetupExpense Type LocationDefault VAT Percentage
Accounting SetupPayment TermDue in Days
Accounting SetupPayment TermInactive Flag
Accounting SetupPayment TermName
Accounting SetupTax TypeApplies to Cost Flag
Accounting SetupTax TypeApplies to Milestones Flag
Accounting SetupTax TypeApplies to Time Flag
Accounting SetupTax TypeCode
Accounting SetupTax TypeG/L Account Number
Accounting SetupTax TypeInactive Flag
Accounting SetupTax TypeName
Accounting SetupTax TypeRate
Accounting SetupTax Type CompanyG/L Account Number
Accounting SetupTime Off ReasonInactive Flag
Accounting SetupTime Off ReasonName
ClientClientAddress Attention
ClientClientAddress City
ClientClientAddress Company Name
ClientClientAddress Country
ClientClientAddress Line 1
ClientClientAddress Line 2
ClientClientAddress State or Province
ClientClientAddress ZIP or Postal Code
ClientClientBilling Cycle
ClientClientBilling Instructions
ClientClientClient Message
ClientClientClient Number
ClientClientEmail From User
ClientClientEmail Invoice Template
ClientClientInactive Flag
ClientClientInherit Address Flag
ClientClientInherit Billing Cycle Flag
ClientClientInherit Billing Instructions Flag
ClientClientInherit Client Message Flag
ClientClientInherit Invoice Content Flag
ClientClientInherit Invoice Email Settings Flag
ClientClientInherit Invoice Scope Flag
ClientClientInherit Invoice Template Flag
ClientClientInherit Payment Terms Flag
ClientClientInherit Purchase Order Number Flag
ClientClientInherit Render Receipts Flag
ClientClientInherit Time Billing Type Flag
ClientClientInvoice Content
ClientClientInvoice Email Enabled Flag
ClientClientInvoice Email Type
ClientClientInvoice Scope
ClientClientInvoice Template
ClientClientName
ClientClientParent Client
ClientClientPayment Terms
ClientClientPurchase Order Number
ClientClientRender Receipts Flag
ClientClientStandard Billing Adjusted Discount Percentage
ClientClientStandard Contract Discount Percentage
ClientClientStandard Rate Card
ClientClientTime Billing Type
Company & Cost CenterCompanyCurrency
Company & Cost CenterCompanyExpense Report VAT Flag
Company & Cost CenterCompanyID
Company & Cost CenterCompanyName
Company & Cost CenterCompanyTax Type 1
Company & Cost CenterCompanyTax Type 2
Company & Cost CenterCompanyTax Type 3
Company & Cost CenterCost CenterA/P Clearing G/L Account Mapping
Company & Cost CenterCost CenterA/P Clearing G/L Cost Center Mapping
Company & Cost CenterCost CenterAccounts Payable G/L Account Mapping
Company & Cost CenterCost CenterAccounts Payable G/L Cost Center Mapping
Company & Cost CenterCost CenterAccounts Receivable G/L Cost Center Mapping
Company & Cost CenterCost CenterCash Advance G/L Account Mapping
Company & Cost CenterCost CenterCash Advance G/L Cost Center Mapping
Company & Cost CenterCost CenterCompany
Company & Cost CenterCost CenterDeferred Revenue A/R Item Mapping
Company & Cost CenterCost CenterDeferred Revenue G/L Account Mapping
Company & Cost CenterCost CenterDeferred Revenue G/L Cost Center Mapping
Company & Cost CenterCost CenterDirect Expense G/L Cost Center Mapping
Company & Cost CenterCost CenterEnabled for Engagements Flag
Company & Cost CenterCost CenterEnabled for Resources Flag
Company & Cost CenterCost CenterF/X Variance A/R Item Mapping
Company & Cost CenterCost CenterF/X Variance G/L Cost Center Mapping
Company & Cost CenterCost CenterInactive Flag
Company & Cost CenterCost CenterInherit Rates from Cost Center
Company & Cost CenterCost CenterInherit RDC from Cost Center
Company & Cost CenterCost CenterName
Company & Cost CenterCost CenterNumber
Company & Cost CenterCost CenterOperating Expense G/L Cost Center Mapping
Company & Cost CenterCost CenterRevenue G/L Cost Center Mapping
Company & Cost CenterCost CenterSoft Cost Credit G/L Cost Center Mapping
Company & Cost CenterCost CenterStandard Rate Card
Company & Cost CenterCost CenterVAT Payable G/L Cost Center Mapping
Company & Cost CenterCost CenterVAT Receivable G/L Account Mapping
Company & Cost CenterCost CenterVAT Receivable G/L Cost Center Mapping
Company & Cost CenterCost CenterVendor Reconciliation G/L Cost Center Mapping
Company & Cost CenterCost CenterWork in Progress G/L Cost Center Mapping
Company & Cost CenterCost Center A/R MappingAccounts Receivable G/L Account Mapping
Company & Cost CenterIntercompany Account MapDue from Other Company G/L Account Mapping
Company & Cost CenterIntercompany Account MapDue from Other Company G/L Cost Center Mapping
Company & Cost CenterIntercompany Account MapDue to Other Company G/L Account Mapping
Company & Cost CenterIntercompany Account MapDue to Other Company G/L Cost Center Mapping
Contract Line ItemContract Line ItemCost Contract Terms
Contract Line ItemContract Line ItemDeferred Revenue Opening Balance in Engagement Currency
Contract Line ItemContract Line ItemDeferred Revenue Opening Balance in Engagement G/L Currency
Contract Line ItemContract Line ItemHoldback Amount
Contract Line ItemContract Line ItemHoldback Percentage
Contract Line ItemContract Line ItemHoldback Type
Contract Line ItemContract Line ItemMaximum Cost Contract Amount
Contract Line ItemContract Line ItemMaximum Time Contract Amount
Contract Line ItemContract Line ItemMinimum Cost Contract Amount
Contract Line ItemContract Line ItemMinimum Time Contract Amount
Contract Line ItemContract Line ItemRevenue Recognition Method
Contract Line ItemContract Line ItemTime Contract Terms
Contract Line ItemContract Line Item Revenue Schedule BucketEnd Date
Contract Line ItemContract Line Item Revenue Schedule BucketScheduled Revenue Amount
Contract Line ItemContract Line Item Revenue Schedule BucketStart Date
Cost Center RollupCost Center RollupName
Cost Center RollupCost Center RollupParent Cost Center
EngagementEngagementAddress Attention
EngagementEngagementAddress City
EngagementEngagementAddress Company Name
EngagementEngagementAddress Country
EngagementEngagementAddress Line 1
EngagementEngagementAddress Line 2
EngagementEngagementAddress State or Province
EngagementEngagementAddress ZIP or Postal Code
EngagementEngagementBilling Adjusted Revenue Time Budget Amount
EngagementEngagementBilling Culture
EngagementEngagementBilling Cycle
EngagementEngagementBilling Instructions
EngagementEngagementCalculate Engagement Budget Flag
EngagementEngagementChargeable Minutes Time Budget Amount
EngagementEngagementClient
EngagementEngagementClient Amount Cost Budget Amount
EngagementEngagementClient Message
EngagementEngagementContract Line Item Dimension
EngagementEngagementContract Revenue Time Budget Amount
EngagementEngagementCost Alerts Basis Type
EngagementEngagementCost Budget Metric
EngagementEngagementCost Center
EngagementEngagementCurrency
EngagementEngagementDisbursed Amount Cost Budget Amount
EngagementEngagementEmail From User
EngagementEngagementEmail Invoice Template
EngagementEngagementEngagement Code
EngagementEngagementEngagement Manager
EngagementEngagementEngagement Stage
EngagementEngagementEngagement Type
EngagementEngagementExpense Amount Cost Budget Amount
EngagementEngagementInherit Address Flag
EngagementEngagementInherit Billing Cycle Flag
EngagementEngagementInherit Billing Instructions Flag
EngagementEngagementInherit Client Message Flag
EngagementEngagementInherit Invoice Content Flag
EngagementEngagementInherit Invoice Email Settings Flag
EngagementEngagementInherit Invoice Scope Flag
EngagementEngagementInherit Invoice Template Flag
EngagementEngagementInherit Payment Terms Flag
EngagementEngagementInherit Purchase Order Number Flag
EngagementEngagementInherit Render Receipts Flag
EngagementEngagementInherit Time Billing Type Flag
EngagementEngagementInvoice Content
EngagementEngagementInvoice Email Enabled Flag
EngagementEngagementInvoice Email Type
EngagementEngagementInvoice Scope
EngagementEngagementInvoice Template
EngagementEngagementName
EngagementEngagementPayment Terms
EngagementEngagementPurchase Order Number
EngagementEngagementRender Receipts Flag
EngagementEngagementResource Direct Cost Time Budget Amount
EngagementEngagementTime Alerts Basis Type
EngagementEngagementTime Billing Type
EngagementEngagementTime Budget Metric
EngagementEngagementWork Minutes Time Budget Amount
EngagementEngagement MilestoneAchieved Date
EngagementEngagement MilestoneDescription
EngagementEngagement MilestoneForegone Flag
EngagementEngagement MilestoneInvoice
EngagementEngagement MilestoneMilestone Amount
EngagementEngagement MilestoneName
EngagementEngagement MilestonePlanned Date
EngagementEngagement MilestoneProject
EngagementEngagement MilestoneProject Task
LocationLocationCurrency
LocationLocationEnabled for Costcards Flag
LocationLocationEnabled for Projects Flag
LocationLocationEnabled for Resources Flag
LocationLocationEnabled for Timecards Flag
LocationLocationInactive Flag
LocationLocationMileage Unit of Measure
LocationLocationName
LocationLocationStart Time Friday (minutes after midnight)
LocationLocationStart Time Monday (minutes after midnight)
LocationLocationStart Time Saturday (minutes after midnight)
LocationLocationStart Time Sunday (minutes after midnight)
LocationLocationStart Time Thursday (minutes after midnight)
LocationLocationStart Time Tuesday (minutes after midnight)
LocationLocationStart Time Wednesday (minutes after midnight)
LocationLocationWorking Day Length (minutes)
LocationLocationWorking Minutes Friday
LocationLocationWorking Minutes Monday
LocationLocationWorking Minutes Saturday
LocationLocationWorking Minutes Sunday
LocationLocationWorking Minutes Thursday
LocationLocationWorking Minutes Tuesday
LocationLocationWorking Minutes Wednesday
LocationLocation Mileage RateBegin Date
LocationLocation Mileage RateEnd Date
LocationLocation Mileage RateRate per Mileage Unit
ProjectProjectActive Cost Baseline
ProjectProjectActive Project Estimate
ProjectProjectActive Task Baseline
ProjectProjectActive Time Baseline
ProjectProjectClose Date
ProjectProjectCost G/L Cost Center Mapping Override
ProjectProjectCost Profit and Loss Cost Center Mapping Type
ProjectProjectDefault Scheduling Mode
ProjectProjectDescription
ProjectProjectDetailed Task Management Enabled Flag
ProjectProjectEngagement
ProjectProjectExpense Approver
ProjectProjectExpense Approver Type
ProjectProjectExpense Reporting Limitation Type
ProjectProjectExpense Reporting Limited to Cost Center
ProjectProjectInclude Engagement Manager on Project Email List Flag
ProjectProjectInvoice Tab Message
ProjectProjectLocation
ProjectProjectName
ProjectProjectOpen Date
ProjectProjectOpen for Cost Flag
ProjectProjectOpen for Cost Transfers Flag
ProjectProjectOpen for Time Flag
ProjectProjectOpen for Time Transfers Flag
ProjectProjectPercent Likelihood
ProjectProjectProject Code
ProjectProjectProject Manager
ProjectProjectProject Stage
ProjectProjectProject Workspace Enabled Flag
ProjectProjectResources Assigned to Tasks Only Flag
ProjectProjectTime Approver
ProjectProjectTime Approver Type
ProjectProjectTime G/L Cost Center Mapping Override
ProjectProjectTime Profit and Loss Cost Center Mapping Type
ProjectProjectTime Reporting Limitation Type
ProjectProjectTime Reporting Limited to Cost Center
ProjectProjectTimecard Description Required Flag
ProjectProjectWorking Day Length (minutes)
ProjectProjectWorkspace Logo Timestamp
ProjectProjectWorkspace Messages
ProjectProjectWorkspace Permission Set for Booked Resources
ProjectProjectWorkspace Permission Set for Clients
ProjectProjectWorkspace Permission Set for Engagement Managers
ProjectProjectWorkspace Permission Set for Limited Booked Resources
ProjectProjectWorkspace Permission Set for Limited Other Resources
ProjectProjectWorkspace Permission Set for Other Resources
ProjectProjectWorkspace Permission Set for Project Managers
ProjectProject LoginWorkspace Permission Set
ProjectProject PermissionCan Act as Project Manager Flag
ProjectProject PermissionInclude on Email List Flag
ProjectProject RateBegin Date
ProjectProject RateBilling Adjusted Discount Percentage
ProjectProject RateContract Discount Percentage
ProjectProject RateEnd Date
ProjectProject RateRate Card
ProjectProject Rate TypeBilling Adjusted Discount Percentage
ProjectProject Rate TypeBilling Adjusted Hourly Rate
ProjectProject Rate TypeContract Discount Percentage
ProjectProject Rate TypeContract Hourly Rate
ProjectProject Rate TypeExternal System Identifier
ProjectProject Rate TypeName
ProjectProject Rate TypeRate Type
ProjectProject Revenue/Expense Mapping Cost CenterAllocation Percentage
ProjectProject Revenue/Expense Mapping Cost CenterCost Center Mapping Override
Project & Engagement SetupEngagement StageAllow Updates from Salesforce Flag
Project & Engagement SetupEngagement StageConsider Engagements Closed Flag
Project & Engagement SetupEngagement StageEngagement Managers Can Change Engagement Stage Flag
Project & Engagement SetupEngagement StageEngagement Managers Can Create New Projects Flag
Project & Engagement SetupEngagement StageEngagement Managers Can Edit Billing Information Flag
Project & Engagement SetupEngagement StageEngagement Managers Can Edit Contract Terms
Project & Engagement SetupEngagement StageEngagement Managers Can Edit Contract Terms Flag
Project & Engagement SetupEngagement StageEngagement Managers Can Edit Engagement Budgets Flag
Project & Engagement SetupEngagement StageForce All Projects to Stage
Project & Engagement SetupEngagement StageName
Project & Engagement SetupEngagement StageProject Managers Can Edit Milestones Flag
Project & Engagement SetupEngagement StageSend Budget Alert Emails Flag
Project & Engagement SetupEngagement StageShort Name
Project & Engagement SetupEngagement TypeAll Costcard UDFs Allowed Flag
Project & Engagement SetupEngagement TypeAll Engagement Stages Allowed Flag
Project & Engagement SetupEngagement TypeAll Engagement UDFs Allowed Flag
Project & Engagement SetupEngagement TypeAll Project Stages Allowed Flag
Project & Engagement SetupEngagement TypeAll Project UDFs Allowed Flag
Project & Engagement SetupEngagement TypeAll Rate Types Allowed Flag
Project & Engagement SetupEngagement TypeAll Role UDFs Allowed Flag
Project & Engagement SetupEngagement TypeAll Task Types Allowed Flag
Project & Engagement SetupEngagement TypeAll Timecard UDFs Allowed Flag
Project & Engagement SetupEngagement TypeBillable Flag
Project & Engagement SetupEngagement TypeCost WIP A/R Item Mapping
Project & Engagement SetupEngagement TypeCost WIP G/L Account Mapping
Project & Engagement SetupEngagement TypeDefault Billing Adjusted Revenue Project Time Budget Metric Active Flag
Project & Engagement SetupEngagement TypeDefault Booked Resource Only for Expense Flag
Project & Engagement SetupEngagement TypeDefault Booked Resources Only for Time Flag
Project & Engagement SetupEngagement TypeDefault Calculate Engagement Budget Flag
Project & Engagement SetupEngagement TypeDefault Chargeable Hours Project Time Budget Metric Active Flag
Project & Engagement SetupEngagement TypeDefault Client Amount Project Cost Budget Metric Active Flag
Project & Engagement SetupEngagement TypeDefault Contract Line Item Dimension
Project & Engagement SetupEngagement TypeDefault Contract Revenue Project Time Budget Metric Active Flag
Project & Engagement SetupEngagement TypeDefault Cost Budget Metric
Project & Engagement SetupEngagement TypeDefault Cost Contract Terms
Project & Engagement SetupEngagement TypeDefault Cost Profit and Lost Cost Center Mapping Type
Project & Engagement SetupEngagement TypeDefault Detailed Task Management Enabled Flag
Project & Engagement SetupEngagement TypeDefault Disbursed Amount Project Cost Budget Metric Active Flag
Project & Engagement SetupEngagement TypeDefault Engagement Stage
Project & Engagement SetupEngagement TypeDefault Expense Amount Project Cost Budget Metric Active Flag
Project & Engagement SetupEngagement TypeDefault Expense Approver
Project & Engagement SetupEngagement TypeDefault Expense Approver Type
Project & Engagement SetupEngagement TypeDefault Holdback Amount
Project & Engagement SetupEngagement TypeDefault Holdback Percentage
Project & Engagement SetupEngagement TypeDefault Holdback Type Display Value
Project & Engagement SetupEngagement TypeDefault Hours Project Time Budget Metric Active Flag
Project & Engagement SetupEngagement TypeDefault Primary Project Time Budget Metric
Project & Engagement SetupEngagement TypeDefault Primary Project Time Cost Metric
Project & Engagement SetupEngagement TypeDefault Project Stage
Project & Engagement SetupEngagement TypeDefault Project Workspace Enabled Flag
Project & Engagement SetupEngagement TypeDefault Resource Direct Cost Project Time Budget Metric Active Flag
Project & Engagement SetupEngagement TypeDefault Resources Assigned to Tasks Only Flag
Project & Engagement SetupEngagement TypeDefault Scheduling Mode
Project & Engagement SetupEngagement TypeDefault Time Approver
Project & Engagement SetupEngagement TypeDefault Time Approver Type
Project & Engagement SetupEngagement TypeDefault Time Budget Metric
Project & Engagement SetupEngagement TypeDefault Time Contract Terms
Project & Engagement SetupEngagement TypeDefault Time Profit and Lost Cost Center Mapping Type
Project & Engagement SetupEngagement TypeDefault Timecard Description Required Flag
Project & Engagement SetupEngagement TypeDefault Workspace Permission Set for Booked Resources
Project & Engagement SetupEngagement TypeDefault Workspace Permission Set for Clients
Project & Engagement SetupEngagement TypeDefault Workspace Permission Set for Engagement Managers
Project & Engagement SetupEngagement TypeDefault Workspace Permission Set for Limited Booked Resources
Project & Engagement SetupEngagement TypeDefault Workspace Permission Set for Limited Other Resources
Project & Engagement SetupEngagement TypeDefault Workspace Permission Set for Other Resources
Project & Engagement SetupEngagement TypeDefault Workspace Permission Set for Project Managers
Project & Engagement SetupEngagement TypeDisplay Budget Alerts in Time/Cost Approval for Contract Terms
Project & Engagement SetupEngagement TypeDisplay Budget Alerts in Time/Cost Approval for Engagement Budgets
Project & Engagement SetupEngagement TypeDisplay Budget Alerts in Time/Cost Approval for Project Budgets
Project & Engagement SetupEngagement TypeDisplay Budget Alerts in Time/Cost Approval for Sub-Project Budgets
Project & Engagement SetupEngagement TypeDisplay Budget Alerts in Time/Cost Approval for Task Hours Budgets
Project & Engagement SetupEngagement TypeInactive Flag
Project & Engagement SetupEngagement TypeName
Project & Engagement SetupEngagement TypeProductive Flag
Project & Engagement SetupEngagement TypeRequire Billing Title Override Flag
Project & Engagement SetupEngagement TypeShort Name
Project & Engagement SetupEngagement TypeTime Revenue Billing Adjustment G/L Account Mapping
Project & Engagement SetupEngagement TypeTime Revenue G/L Account Mapping
Project & Engagement SetupEngagement TypeTime Revenue Recognition Adjustment G/L Account Mapping
Project & Engagement SetupEngagement TypeTime WIP A/R Item Mapping
Project & Engagement SetupEngagement TypeTime WIP G/L Account Mapping
Project & Engagement SetupEngagement Type CompanyCost WIP A/R Item Mapping
Project & Engagement SetupEngagement Type CompanyCost WIP G/L Account Mapping
Project & Engagement SetupEngagement Type CompanyTime Revenue Billing Adjustment G/L Account Mapping
Project & Engagement SetupEngagement Type CompanyTime Revenue G/L Account Mapping
Project & Engagement SetupEngagement Type CompanyTime Revenue Recognition Adjustment G/L Account Mapping
Project & Engagement SetupEngagement Type CompanyTime WIP A/R Item Mapping
Project & Engagement SetupEngagement Type CompanyTime WIP G/L Account Mapping
Project & Engagement SetupEngagement Type Revenue/Expense Mapping Cost CtrAllocation Percentage
Project & Engagement SetupProject StageAllow Override of Open For Settings Flag
Project & Engagement SetupProject StageAllow Updates from Salesforce Flag
Project & Engagement SetupProject StageClear Future Scheduled Hours Flag
Project & Engagement SetupProject StageClients Can Login to Workspaces Flag
Project & Engagement SetupProject StageConsider Projects Closed Flag
Project & Engagement SetupProject StageDisplay Booked Roles on Dashboard Flag
Project & Engagement SetupProject StageMaintain Advanced Setup Users Can Move Projects from this Stage Flag
Project & Engagement SetupProject StageMaintain Advanced Setup Users Can Move Projects to this Stage Flag
Project & Engagement SetupProject StageMaintain Projects and Engagements Users Can Move Projects from this Stage Flag
Project & Engagement SetupProject StageMaintain Projects and Engagements Users Can Move Projects to this Stage Flag
Project & Engagement SetupProject StageName
Project & Engagement SetupProject StageNotify Cost Center List Users on Move from this Stage Flag
Project & Engagement SetupProject StageNotify Cost Center List Users on Move to this Stage Flag
Project & Engagement SetupProject StageNotify PM Team on Move from this Stage Flag
Project & Engagement SetupProject StageNotify PM Team on Move to this Stage Flag
Project & Engagement SetupProject StageOpen for Cost Flag
Project & Engagement SetupProject StageOpen for Cost Transfers Flag
Project & Engagement SetupProject StageOpen for Time Flag
Project & Engagement SetupProject StageOpen for Time Transfers Flag
Project & Engagement SetupProject StagePercent Likelihood
Project & Engagement SetupProject StageProject Managers Can Adjust Time and Cost Flag
Project & Engagement SetupProject StageProject Managers Can Change PM and PM Team Flag
Project & Engagement SetupProject StageProject Managers Can Configure Workspaces Flag
Project & Engagement SetupProject StageProject Managers Can Create Baselines Flag
Project & Engagement SetupProject StageProject Managers Can Create Roles Flag
Project & Engagement SetupProject StageProject Managers Can Edit Baselines Flag
Project & Engagement SetupProject StageProject Managers Can Edit Cost Plans Flag
Project & Engagement SetupProject StageProject Managers Can Edit Project Info Flag
Project & Engagement SetupProject StageProject Managers Can Edit Rates Flag
Project & Engagement SetupProject StageProject Managers Can Edit RDC Flag
Project & Engagement SetupProject StageProject Managers Can Edit Task Types Flag
Project & Engagement SetupProject StageProject Managers Can Edit Tasks Flag
Project & Engagement SetupProject StageProject Managers Can Move Projects from this Stage Flag
Project & Engagement SetupProject StageProject Managers Can Move Projects to this Stage Flag
Project & Engagement SetupProject StageProject Managers Can Request Resources Flag
Project & Engagement SetupProject StageProject Managers Can Request Resources Flag
Project & Engagement SetupProject StageProject Managers Can Revalue Time on Rate Change Flag
Project & Engagement SetupProject StageProject Managers Can Schedule Resources Flag
Project & Engagement SetupProject StageProject Managers Can Transfer Cost Among Projects Flag
Project & Engagement SetupProject StageProject Managers Can Transfer Time Among Projects Flag
Project & Engagement SetupProject StageProjection Basis
Project & Engagement SetupProject StageSend Budget Alert Emails Flag
Project & Engagement SetupProject StageShort Name
Project & Engagement SetupProject StageUsers with Permission Can Create Projcts Flag
Project & Engagement SetupProject StageUsers with Permission Can Request Resources Flag
Project & Engagement SetupProject StageUsers with Permission Can Schedule Resources Flag
Project & Engagement SetupStandard Task TypeCode
Project & Engagement SetupStandard Task TypeInactive Flag
Project & Engagement SetupStandard Task TypeName
Rate SetupRate CardCurrency
Rate SetupRate CardDescription
Rate SetupRate CardInactive Flag
Rate SetupRate CardName
Rate SetupRate CardRate Card Type
Rate SetupRate CardWorking Day Length (minutes)
Rate SetupRate Card RateHourly Rate
Rate SetupStandard Rate TypeBilling Adjusted Discount Percentage
Rate SetupStandard Rate TypeCode
Rate SetupStandard Rate TypeContract Discount Percentage
Rate SetupStandard Rate TypeInactive Flag
Rate SetupStandard Rate TypeName
ResourceResourceDisplay Name
ResourceResourceEmail Address
ResourceResourceEmployee ID
ResourceResourceExpense Approval User
ResourceResourceFirst Name
ResourceResourceInitials
ResourceResourceLast Name
ResourceResourceMiddle Name
ResourceResourceSkill Approval User
ResourceResourceSkill Rejection Reason
ResourceResourceSkills Approved by User
ResourceResourceSkills Rejected by User
ResourceResourceSkills Rejected Flag
ResourceResourceTime Approval User
ResourceResourceTimecards Require Approval Flag
ResourceResourceVendor Number
ResourceResource HistoryAllow Approve Own Timecards Flag
ResourceResource HistoryBegin Date
ResourceResource HistoryBillable Flag
ResourceResource HistoryCost Center
ResourceResource HistoryEnd Date
ResourceResource HistoryException RDC Currency
ResourceResource HistoryException RDC Hourly Rate
ResourceResource HistoryExpense Report Vendor
ResourceResource HistoryInactive Flag
ResourceResource HistoryLocation
ResourceResource HistoryMissing Time Email Flag
ResourceResource HistoryPay Category
ResourceResource HistoryResource Type
ResourceResource HistoryStart Time Friday (minutes after midnight)
ResourceResource HistoryStart Time Monday (minutes after midnight)
ResourceResource HistoryStart Time Saturday (minutes after midnight)
ResourceResource HistoryStart Time Sunday (minutes after midnight)
ResourceResource HistoryStart Time Thursday (minutes after midnight)
ResourceResource HistoryStart Time Tuesday (minutes after midnight)
ResourceResource HistoryStart Time Wednesday (minutes after midnight)
ResourceResource HistorySubcontractor Invoice Vendor
ResourceResource HistoryTemporary Worker Flag
ResourceResource HistoryTime and Cost G/L Cost Center Mapping Override
ResourceResource HistoryTitle
ResourceResource HistoryTrack Missing Time Flag
ResourceResource HistoryWorking Minutes Friday
ResourceResource HistoryWorking Minutes Monday
ResourceResource HistoryWorking Minutes Saturday
ResourceResource HistoryWorking Minutes Sunday
ResourceResource HistoryWorking Minutes Thursday
ResourceResource HistoryWorking Minutes Tuesday
ResourceResource HistoryWorking Minutes Wednesday
Resource SetupDepartmentName
Resource SetupResource TypeAll Time Off Reasons Allowed Flag
Resource SetupResource TypeCode
Resource SetupResource TypeDefault Allow Approve Own Timecards Flag
Resource SetupResource TypeDefault Billable Flag
Resource SetupResource TypeDefault Missing Time Email Flag
Resource SetupResource TypeDefault Override Standard RDC Flag
Resource SetupResource TypeDefault Pay Category
Resource SetupResource TypeDefault Pay Expense Reports to Vendor Flag
Resource SetupResource TypeDefault Pay via Subcontractor Invoice Flag
Resource SetupResource TypeDefault Subcontractor Invoice Flag
Resource SetupResource TypeDefault Temporary Worker Flag
Resource SetupResource TypeDefault Track Missing Time Flag
Resource SetupResource TypeDescription
Resource SetupResource TypeInactive Flag
Resource SetupResource TypeName
Resource SetupResource Type Utilization TargetEnabled Flag
Resource SetupResource Type Utilization TargetOver Maximum Color
Resource SetupResource Type Utilization TargetOver Maximum Symbol
Resource SetupResource Type Utilization TargetShow Maximum Target on Employee Dashboard Flag
Resource SetupResource Type Utilization TargetShow Maximum Target on Scheduling Screens Flag
Resource SetupResource Type Utilization TargetShow Minimum Target on Employee Dashboard Flag
Resource SetupResource Type Utilization TargetShow Minimum Target on Scheduling Screens Flag
Resource SetupResource Type Utilization TargetShow Utilization on Employee Dashboard Flag
Resource SetupResource Type Utilization TargetShow Utilization on Scheduling Screens Flag
Resource SetupResource Type Utilization TargetTarget Maximum Value
Resource SetupResource Type Utilization TargetTarget Minimum Value
Resource SetupResource Type Utilization TargetUnder Minimum Color
Resource SetupResource Type Utilization TargetUnder Minimum Symbol
Resource SetupResource Type Utilization TargetWithin Range Color
Resource SetupResource Type Utilization TargetWithin Range Symbol
Resource SetupSkillInactive Flag
Resource SetupSkillName
Resource SetupSkillSkill Group
Resource SetupSkill GroupName
Resource SetupTitleDepartment
Resource SetupTitleInactive Flag
Resource SetupTitleInitials
Resource SetupTitleName
UserUserActivate On Date
UserUserClient
UserUserCulture
UserUserDeactivate On Date
UserUserDefault Tab Group
UserUserDelegated Authentication Flag
UserUserDisplay Name
UserUserEmail Address
UserUserEmployee ID
UserUserEnable Management Portal Flag
UserUserEnabled for Advanced Analytics Flag
UserUserFirst Name
UserUserInactive Flag
UserUserInstallation Owner Flag
UserUserLast Name
UserUserLimited Access Flag
UserUserLogin Name
UserUserMiddle Name
UserUserMobile Phone
UserUserOffice Phone
UserUserOther Contact Information
UserUserOverride Default Tab Group Flag
UserUserOverride Delegated Authentication Flag
UserUserOverride Enable Management Portal Flag
UserUserOverride Enabled for Advanced Analytics Flag
UserUserOverride Limited Access Flag
UserUserOverride Project Manager Flag
UserUserOverride Request Time Off Permission Setting
UserUserOverride Skill Permission Setting
UserUserPrimary User Role
UserUserProject Manager Flag
UserUserProxy User Can Act as Project Manager Flag
UserUserProxy User Can Approve Expenses Flag
UserUserProxy User Can Approve Time Flag
UserUserRequest Time Off Permission Setting
UserUserSkill Permission Setting
UserUserTime Zone
UserUserUse Proxied User Permissions Flag
UserUser Cost Center Permission/NotificationEntire Organization Flag
UserUser Cost Center Permission/NotificationOverride Flag
UserUser NotificationNotification Setting
UserUser NotificationOverride Flag
UserUser PermissionOverride Flag
UserUser PermissionPermission Setting
User TypeUser TypeDefault Tab Group
User TypeUser TypeDelegated Authentication Flag
User TypeUser TypeEnable Management Portal Flag
User TypeUser TypeEnabled for Advanced Analytics Flag
User TypeUser TypeInactive Flag
User TypeUser TypeLimited Access Flag
User TypeUser TypeName
User TypeUser TypeProject Manager Flag
User TypeUser TypeRequest Time Off Permission Setting
User TypeUser TypeSkill Permission Setting
User TypeUser TypeSort Order
User TypeUser Type PermissionPermission Setting
VendorVendorAny Resource Flag
VendorVendorCost Center
VendorVendorExpense Report Payee Flag
VendorVendorInactive Flag
VendorVendorName
VendorVendorSubcontractor Invoice Payee Flag
VendorVendorVendor Invoice Payee Flag
VendorVendorVendor Number
VendorVendorVendor Reconciliation G/L Account Mapping

 

User Defined Fields

 We track all user-defined fields in the system - client, engagement, project, resource, time and cost.

 

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