Invoice Report - Data Fields


In Projector a data field represents the information that you are interested in. For Excel Pivot Tables this information can be cross-referenced by the row and column fields to compile the data. In this image you see project profit organized by project name and month. Project Profit is the data field. Project Name is the row field. Month is the column field. If this sounds confusing, read our introductory article on pivot tables.

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.

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.

Data Fields

Field

Field Category

Description

Amount of Tax 1

Tax Fields

Taxable Amount 1 * Tax Rate 1

Amount of Tax 2

Tax Fields

Taxable Amount 2 * Tax Rate 2

Amount of Tax 3

Tax Fields

Taxable Amount 3 * Tax Rate 3

Applied Pre-Payment Amount

Invoice Fields

Amount pre-payments applied to the invoice.

Approved by Finance

User Fields


Approved by Finance On

User Fields


Approved by Management

User Fields


Approved by Management On

User Fields


Approved by PM

User Fields


Approved by PM On

User Fields


Client

Client Fields


Client Inactive (Yes/No)

Client Fields


Cost Card Client Amount

Cost Fields

Amount of cost reimbursed by the client

Cost Card Count

Cost Fields

Number of cost cards on the invoice.

Cost Card Disbursed Amount

Cost Fields

Amount of cost paid by the company.

Cost Card Write-Up Amount

Adjustment Fields

Cost Card Client Amount - Cost Card Disbursed Amount

Cost Card Write-Up Percent

Adjustment Fields

Cost Card Write-Up Amount / Cost Card Disbursed Amount

Created By

User Fields


Created On

User Fields


Engagement

Engagement Fields


Engagement Code

Engagement Fields


Engagement Company

Engagement Fields

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

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 Stage

Engagement Fields

Name of the engagement stage

Engagement Type

Engagement Fields


Included Project CodesProject FieldsComma separated list of project codes related to this invoice. A project is included in the list if at least one time card, cost card, or milestone on this invoice references the project.

Invoice Amount

Invoice Fields

Total invoice amount.

Invoice Content

Invoice Fields

I'll preface by saying that this probably isn't the most useful field. When an invoice is first created, we assign the type of content we think will end up on this invoice. For example, time card, cost cards, milestones, or some combination of the three. However, the user can then override that in certain cases. For instances, pulling time cards onto a blank invoice. The following values are used:

Given that the value stored here is probably impractical, we recommend using Time card count, Cost card count, and Milestone count to identify invoices and what is on them.

Invoice Date

Invoice Fields


Invoice Due Date

Invoice Fields


Invoice Name

Invoice Fields

Invoice or credit memo name

Invoice Number

Invoice Fields

Invoice or credit memo number

Invoice Paid (Y/N)

Invoice Fields

Yes if the invoice has been marked as paid

Invoice Scope

Invoice Fields

Project=invoice is for one project, Engagement=invoice is for one engagement, Client=invoice is for multiple engagements for one client

Invoice Status

Invoice Fields

Invoice creation setting was for: Time=time cards only, Cost=cost cards only, All=both time and cost cards

Invoice Template

Invoice Fields


Invoice Type

Invoice Fields

Invoice or Credit Memo

Issued By

User Fields


Issued On

User Fields


Marked Paid By

Invoice Fields

User that marked the invoice as paid

Marked Paid Comment

Invoice Fields

Comment entered when the invoice was marked as paid

Marked Paid On

Invoice Fields

Time that the invoice was marked as paid

Milestone Amount

Milestone Fields

Amount of all milestones on the invoice.

Milestone Count

Milestone Fields

Number of milestones on the invoice.

Payment Terms

Invoice Fields


Project

Project Fields

For projects that are scoped at engagement, PO, or client level this field populates with the first project name. Even if that project had no invoiced items! It should probably return blank, but for legacy reasons it work this way.

Project Code

Project Fields

For projects that are scoped at engagement, PO, or client level this field populates with the first project code. Even if that project had no invoiced items! It should probably return blank, but for legacy reasons it work this way. Try using 'Included Project Codes' instead.

Project Description

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

Purchase Order Number

Engagement Fields


Tax Rate 1

Tax Fields

Tax Rate 1.

Tax Rate 2

Tax Fields

Tax Rate 2.

Tax Rate 3

Tax Fields

Tax Rate 3.

Tax Type 1

Tax Fields


Tax Type 2

Tax Fields


Tax Type 3

Tax Fields


Taxable Amount 1

Tax Fields

Amount of invoice subject to Tax Rate 1.

Taxable Amount 2

Tax Fields

Amount of invoice subject to Tax Rate 2.

Taxable Amount 3

Tax Fields

Amount of invoice subject to Tax Rate 3.

Time Card Billing Adjusted Amount

Revenue Fields

Time card value after billing adjustments.

Time Card Billing Adjusted Rate

Revenue Fields

Time Card Billing Adjusted Amount / Time Card Hours.

Time Card Contract Amount

Revenue Fields

Time card value based on the contract rate.

Time Card Contract Rate

Revenue Fields

Time Card Contract Amount / Time Card Hours.

Time Card Count

Time Fields

Number of time cards on the invoice.

Time Card Hours

Time Fields

Number of time card hours on the invoice.

Time Card Write-Up Amount

Adjustment Fields

Time Card Billing Adjusted Amount - Time Card Contract Amount

Time Card Write-Up Percent

Adjustment Fields

Time Card Billing Adjusted Amount / Time Card Hours.

Total Tax Amount

Tax Fields

Sum of Tax Amount 1, 2, and 3.

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