Project List 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

Billing Cycle

Engagement Fields

For example Monthly, Semi-monthly, Weekly

Contract Line Item CodeEngagement Fields
Contract Line Item NameEngagement Fields

Client

Client Fields


Client Inactive (Yes/No)

Client Fields


Cost Center Mapping Override for Costs

Project Fields


Cost Center Mapping Override for Time

Project Fields


Cost Contract Amount

Engagement Fields

Engagement cost contract amount

Cost Contract Terms

Engagement Fields

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

Cost P&L Cost Center Mapping Type (Rsrc/Engmnt)

Project Fields


Detailed Project Management Enabled (Y/N)

Project Fields

Yes if detailed project management is enabled for the project

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 Busy (Yes/No)

Engagement Fields

Yes if the engagement is a busy type (which includes all billable types)

Engagement Code

Engagement Fields


Engagement Company

Engagement Fields

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

Engagement Cost Budget

Budget Fields

Engagement Cost Budget

Engagement Cost Budget Metric

Budget Fields

Client Amount, Expense Amount, or Disbursed Amount

Engagement Currency

Engagement Fields


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 Time Budget

Budget Fields

Engagement Time Budget

Engagement Time Budget Metric

Budget Fields

Hours, Billing Adjusted Revenue, or RDC

Engagement Type

Engagement Fields


Expense Approval Workflow RuleProject FieldsProject Manager, Engagement Manager, PM Team, disbursing cost center, etc.

Invoice Content

Invoice Fields


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 TemplateInvoice Fields
Latest Project NoteProject Fields

Limit Time Reporting to Resources Assigned to Tasks (Yes/No)

Project Fields


Project

Project Fields


Project Code

Project Fields


Project Cost Budget

Project Fields


Project Cost Budget Metric

Project Fields

Client Amount, Expense Amount, or Disbursed Amount

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 Expense Reporting RestrictionProject Fields
Project Expense Reporting Restriction Cost CenterNameProject Fields

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 Narrative Required (Yes/No)

Project Fields


Project Open for Cost (Y/N)

Project Fields


Project Open for Cost Transfers (Y/N)

Project Fields


Project Open for Time (Y/N)

Project Fields


Project Open for Time Transfers (Y/N)

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 Time Budget

Project Fields


Project Time Budget Metric

Project Fields

Hours, Billing Adjusted Revenue, or RDC

Project Time Reporting RestrictionProject Fields
Project Time Reporting Restriction Cost Center NameProject Fields

Purchase Order Number

Engagement Fields


Revenue Recognition Cutoff Date

Engagement Fields


Time Approval Workflow RuleProject FieldsPM Team, PM, Resource-Based Approvers, etc.

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 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 Percent

Engagement Fields

Time holdback as a percentage of the time contract amount

Time P&L Cost Center Mapping Type (Rsrc/Engmnt)

Project Fields