Page tree
Skip to end of metadata
Go to start of metadata

If your Projector installation is making use of User Defined Fields those data elements will be available for use in this report type. Client, Engagement, and Project level based user defined fields will be found in each corresponding Field Category.

A listing is automatically created for each Client Level defined in your installation.

A listing is automatically created for each Cost Center Level defined in your installation.

Field

Field Category

Description

Active Baseline (Y/N)

Baseline Fields

This is the active time or cost baseline for this project

Baseline End Date

Baseline Fields

Last day to which the baseline applies

Baseline Name

Baseline Fields

Name of the baseline

Baseline Start Date

Baseline Fields

First day to which the baseline applies

Baseline Type

Baseline Fields

Time or Cost

[Client Field Name]

Client Fields

A list item is shown for each client level defined in your installation

[Client Field Name] Inactive (Yes/No)

Client Fields

A list item is shown for each client level defined in your installation. The inactive status is found in the client editor.

[Client Field Name] Name

Client Fields

A list item is shown for each client level defined in your installation. The name is set in the client editor.

[Client Field Name] Number

Client Fields

A list item is shown for each client level defined in your installation. The number is set in the client editor.

[Client Field Name] [UDF Name]

Client Fields

A list item is shown for each client level defined in your installation plus for each client UDF defined in your installation. UDF values are set via the client editor.

Created by

Baseline Fields

User that created the baseline

Created on

Baseline Fields

Time that the baseline was created

Dimension

Baseline Fields

Name of the resource, role, department, title, expense type, etc. to which the budget applies

Engagement

Engagement Fields

 

Engagement Billable (Yes/No)

Engagement Fields

Yes if the engagement is a billable type

Engagement Billing Address Attention

Engagement Fields

 

Engagement Billing Address City

Engagement Fields

 

Engagement Billing Address Company Name

Engagement Fields

 

Engagement Billing Address Country

Engagement Fields

 

Engagement Billing Address Line 1

Engagement Fields

 

Engagement Billing Address Line 2

Engagement Fields

 

Engagement Billing Address State/Province

Engagement Fields

 

Engagement Billing Address Zip/PostalCode

Engagement Fields

 

Engagement Code

Engagement Fields

 

Engagement Company

Engagement Fields

The name of the company associated with the engagement's cost center

Engagement [Cost Center Level]

Engagement Fields

A list item is automatically generated for each cost center level defined in your installation.

Engagement Country

Engagement Fields

 

Engagement Manager

Engagement Fields

 

Engagement Manager Display Name

Engagement Fields

 

Engagement Manager Email Address

Engagement Fields

 

Engagement Name

Engagement Fields

 

Engagement Productive (Yes/No)

Engagement Fields

Whether this engagement is productive. This is defined by the engagement type.

Engagement Stage

Engagement Fields

Name of the engagement stage

Engagement Type

Engagement Fields

 

Engagement [UDF Name]

Engagement Fields

A listing is automatically generated for each engagement UDF defined in your installation. Engagement UDF values are defined on the Engagement Info Tab.

Last Updated By

Baseline Fields

The last person who made modifications to budgeted amounts

Metric

Baseline Fields

Hours, Billing Adjusted Revenue, Contract Revenue, RDC, Client Amount, or other metric for the baseline

Project

Project Fields

 

Project Code

Project Fields

 

Project Description

Project Fields

Limited to 255 characters to support Excel 2003. Please use the Report Web Services if you require the full description.

Project End Date

Project Fields

The latest date for which time or cost can be incurred for this project

Project Likelihood %

Project Fields

 

Project Location

Project Fields

 

Project Manager

Project Fields

 

Project Manager Display Name

Project Fields

 

Project Manager Email Address

Project Fields

 

Project Name

Project Fields

 

Project Stage

Project Fields

Name of the project stage

Project Start Date

Project Fields

The earliest date for which time or cost can be incurred for this project

Project [UDF Name]

Project Fields

A listing is generated for each project UDF defined in your installation. Project UDF's values are entered on the Project Info Tab.

Table of Contents
  • No labels