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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, Project and Resource level based user defined fields will be found in each corresponding Field Category. For example, if you have defined a resource-level user defined field called Utilization Target you will find it in the Resource Fields called Resource Utilization Target.

When reporting on stoplight UDFs (Project Health fields), we display a string of characters representing the health. For example,if you looked at the health for the six months, you would be returned a six character string. If there is no health status for a given time period, no character is returned. For example a four character string would be returned if the first two months had no data. Finally, the character returned is based on the first day of a time bucket. For month, it would be the first day of the month. For week,  it would be the first day of the week. 'Today' represents the day the report was run. Use Actuals Through Date has no effect on stoplight UDF reporting.

Based on the number of Client levels defined in your installation you will have available fields under the Client Fields for each named level. For example, if your installation has two Client levels, Division and Department, you will have Division Name and Department Name as available fields.

Field

Field Category

Description

Billing Status

Invoice Fields

On an issued invoice, on a draft invoice, or unbilled.

Booked Candidates

Role Fields

List of candidates on unnamed booked roles

Booked End Date

Role Fields

The last date on which there are booked hours for this role

Booked Start Date

Role Fields

The first date on which there are booked hours for this role

Client

Client Fields

 

Cost Baseline NameBudget FieldsName of the current active cost baseline

Cost Card Chargeable (Y/N)

Cost Fields

Yes if the cost card's client amount is greater than zero.

Cost Card DescriptionCost Fields 

Cost Center Mapping (Expense)

Accounting Fields

The accounting system's cost center to which expense will be routed.

Cost Center Mapping (Revenue)

Accounting Fields

The accounting system's cost center to which revenue will be routed.

Cost Contract Amount in Engagement Currency

Contract Line Item Fields

Cost contract amount.

Cost Contract Amount in Reporting CurrencyContract Line Item FieldsCost contract amount. FX'd to currency set on the parameters tab.

Cost Contract Terms

Engagement Fields

Engagement cost contract terms: T&M, Fixed Price, or Not to Exceed

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*

Engagement Fields

You will not find this exact line in your report. Instead, for each Cost Center Level defined in the Cost Center Editor you will have a choice. So for example if you have levels called Business Unit and Group then there will be one line called Engagement Business Unit and another called Engagement Group.

Engagement Currency

Engagement Fields

Billing currency of the engagement

Engagement Manager

Engagement Fields

 

Engagement Manager Display Name

Engagement Fields

 

Engagement Manager Email Address

Engagement Fields

 

Engagement Name

Engagement Fields

 

Engagement Productive

Engagement Fields

 

Engagement Stage

Engagement Fields

Name of the engagement stage

Engagement Type

Engagement Fields

 

Expense Document Name

Expense Document Fields

Name of the expense report or vendor invoice

Expense Document Number

Expense Document Fields

Identifying number associated with the expense report or vendor invoice

Expense Document Type

Expense Document Fields

Expense Report, Vendor Invoice, or Soft Cost

Expense Location

Cost Fields

Location in which the expense was incurred

Expense Type

Cost Fields

 

For Reporting Only (Y/N)

Other Fields

Yes only if the cost card was imported as a for reporting only cost card

Holdback Revenue (Y/N)

Engagement Fields

Yes if the revenue is from a holdback

Hours Status

Hours Fields

Approved, unapproved, booked, or requested change.

This is a deprecated report field. It is only available in old, saved reports. It has been supplanted by Approval Workflow Status.

Hours Type

Hours Fields

Indicates if hours are associated with a project, holiday, or time off.

Invoice Date

Invoice Fields

 

Invoice Number

Invoice Fields

Invoice or credit memo number

Invoice Paid (Y/N)

Invoice Fields

Yes if the invoice has been marked as paid

Pass-through Cost Flag (Y/N)

Cost Fields

Yes if the cost is a pass-through cost.

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 Task Code

Project Fields

This field has been deprecated. Please use Project Task Type instead.

Project Task Type

Project Fields

 

Purchase Order Number

Invoice Fields

Populated if time or costs reported on are presently on an invoice, unbilled time or cost will report a blank PO number.

Resource

Resource Fields

 

Resource Billable (Yes/No)

Resource Fields

Yes = resource is usually billable

Resource Company

Resource Fields

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

Resource Cost Center*

Resource Fields

You will not find this exact line in your report. Instead, for each Cost Center Level defined in the Cost Center Editor you will have a choice. So for example if you have levels called Business Unit and Group then there will be one line called Resource Business Unit and another called Resource Group

Resource Department

Resource Fields

 

Resource Display Name

Resource Fields

 

Resource Email Address

Resource Fields

 

Resource Employee ID

Resource Fields

 

Resource First Name

Resource Fields

 

Resource Last Name

Resource Fields

 

Resource Location

Resource Fields

 

Resource Middle Name

Resource Fields

 

Resource Mobile Phone

Resource Fields

 

Resource Office Phone

Resource Fields

 

Resource Other Contact Information

Resource Fields

 

Resource Pay Category

Resource Fields

Salaried without overtime, salaried with overtime, or hourly.

Resource Temporary Worker (Yes/No)

Resource Fields

Yes = contractor. This flag has been replaced by Resource Type. If you have not already you should thinking about migrating your installation to use this instead.

Resource Title

Resource Fields

 

Resource TypeResource FieldsResource Types are used for categorizing resources and also for determining their internal cost (RDC) based on the work they have done. For example, salaried workers don't cost more if they work overtime, but hourly workers do.

Revenue Recognition Method

Engagement Fields

Percent Complete or Revenue Schedule. Applies only to fixed price engagements.

Role

Role Fields

 

Role Billing Department

Role Fields

Department of the title used for setting the billing rate of this role

Role Billing Title

Role Fields

Title used for setting the billing rate of this role

Role End Date

Role Fields

End date of role

Role Start Date

Role Fields

Start date of role

Skill

Skill Fields

For each skill defined in the Skill Editor a corresponding Skill Field is available

Standard Rate Type

Project Fields

 

Standard Rate Type Code

Project Fields

 

Standard Task Type

Project Fields

 

Standard Task Type Code

Project Fields

 

Task Name

Task Fields

Name of the task

Time Baseline NameBudget FieldsName of the current active time baseline

Time Card Chargeable (Y/N)

Time Fields

Yes if the time card's billing adjusted revenue is greater than zero.

Time Card Marked Non-Chargeable (Y/N)

Time Fields

This field is deprecated. It will always return zero.

Time Contract Amount

Engagement Fields

Engagement time contract amount

Time Contract Amount

Engagement Fields

Engagement time contract amount

Time Contract Amount Less Holdback

Engagement Fields

Time contract amount minus the time holdback amount

Time Contract Amount Less Holdback

Engagement Fields

Time contract amount minus the time holdback amount

Time Contract Terms

Engagement Fields

Engagement time contract terms: T&M, Fixed Price, or Not to Exceed

Time Holdback Amount

Engagement Fields

Engagement time holdback amount

Time Holdback Amount

Engagement Fields

Engagement time holdback amount

Time Holdback Percent

Engagement Fields

Time holdback as a percentage of the time contract amount

Timeoff Reason

Time Off Fields

Time off reason

Units Name

Unit Fields

The name of the unit of measure

Vendor Name

Vendor Fields

 

Vendor Number

Vendor Fields

 

WBS Code

Task Fields

Work breakdown structure code(e.g., 4.1.2)

Work Location

Hours Fields

Location where the work was performed

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