Project Role Report - Data Fields

Data fields relevant to a resource like location and type are based on the date setting Report time-phased data as of specified on the parameters tab. The rest of the data is not time-phased. That is to say, if you asked for Booked Hours, you'll see all booked hours from the beginning of time until the end of time.


Data Fields

This report can provide data about the following fields.


FieldDescription
Billing Adjusted RateActual or Projected Billing Rate after billing adjustments.
Booked HoursHours currently booked for the role
Contract Line Item CodeThe contract line item code - this is a unique identifier for a contract line item
Contract Line Item NameThe contract line item name - this is a unique identifier for a contract line item
Contract RateContract rates represent the prices per hour that were agreed to at the start of an engagement with a client, and take into account discounting and special pricing (e.g., a free analysis phase if a client signs up for later phases) made at the time of the sale. Contract revenue is associated with contract rates by multiplying by hours.
Cost Contract AmountThe Cost Contract Amount
Cost Contract TermsThe Cost Contract Terms. This list contains three choices, Time & Materials, Not to Exceed, and Fixed Price
Detailed Task Management Enabled (Yes/No)If set to 'true', Detailed Task Management is enabled for the associated project
EngagementThe engagement name and engagement code. An engagement represents a contract.
Engagement Billable (Yes/No)If set to 'true', the associated engagement has been defined as billable
Engagement CodeThe engagement code. This is a unique identifier for an engagement
Engagement CompanyThe company associated with the engagement
Engagement CountryThe country associated with the engagement
Engagement CurrencyThe engagement currency
Engagement ManagerThe engagement manager
Engagement Manager Display NameThe display name of the engagement manager
Engagement Manager Email AddressThe email address of the engagement manager
Engagement Manager UIDA unique and immutable identifier for an engagement
Engagement NameThe engagement name
Engagement Primary Cost Center NameThe engagement's primary cost center name
Engagement Primary Cost Center NumberThe engagement's primary cost center number - this is a unique identifier for the cost center
Engagement Primary Cost Center UIDA unique and immutable identifier for the engagement's primary cost center
Engagement Productive (Yes/No)If set to 'true', the engagement has been defined as productive
Engagement StageThe engagement stage
Engagement Stage UIDA unique and immutable identifier for the engagement stage
Engagement TypeThe engagement type
Engagement Type UIDA unique and immutable identifier for the engagement type
Engagement UIDA unique and immutable identifier for the engagement
Fulfillment Time Delay to First BookedThe days between first booked and first requested.
Fulfillment Time Delay to Scheduling CompleteThe days between set to scheduling complete and first requested.
Hours First Requested OnThe date/time first requested for a role.
Hours First Booked OnThe date/time first booked for a role.
Latest Project NoteThe most recent project note
Latest Role NoteThe most recent role note
Primary Client Inactive (Yes/No)If set to 'true', the primary client is currently inactive
Primary Client NameThe primary client name
Primary Client NumberThe primary client number - this is a unique identifier for the client
Primary Client UIDA unique and immutable identifier for the primary client
ProjectThe project name and code
Project CodeThe project code - this is a unique identifier for a project
Project Created ByThe display name of the user who created the project
Project Created OnThe date the project was created
Project DescriptionThe project description
Project End DateThe project end date
Project Last Updated ByThe display name of the user who last updated the project
Project Last Updated OnThe date the project was last updated on
Project LocationThe project location

Project Manager

The display name of the project manager
Project Manager Display NameThe project manager's display name
Project Manager Email AddressThe project manager's email address
Project Manager UIDA unique and immutable identifier for the project manager
Project NameThe project name
Project Revenue and Hours MappingThe mapping of revenue percentages via one or more cost centers
Project StageThe project stage
Project UIDA unique and immutable identifier for the project
Projected Hours End DateThe projected hours end date
Projected Hours Start DateThe projected hours start date
Requested HoursHours currently requested for the role
ResourceThe resource associated with role
Resource Billable (Yes/No)If set to 'true' the resource has been defined as billable
Resource CompanyThe resource's company
Resource CountryThe resource's country
Resource DepartmentThe resource's department
Resource Direct RateThe resource's direct rate
Resource Direct Transfer RateTransfer Rates are used to shift  revenue and RDC between the cost centers. This is the resource's direct cost transfer rate.
Resource Display NameThe resource's display name
Resource Email AddressThe resource's email address
Resource Employee IDThe resource's employee id - this is a unique identifier for the resource
Resource Expense Approver Display NameThe display name of the resource's expense approver
Resource Expense Approver Display Email AddressThe email address of the resource's expense approver
Resource Expense Approver Display UIDA unique and immutable identifier for the resource's expense approver
Resource First NameThe resource's first name
Resource Inactive (Yes/No)If set to 'true' the resource is currently defined as inactive
Resource Last NameThe resource's last name
Resource Middle NameThe resource's middle name
Resource Mobile PhoneThe resource's mobile phone number
Resource NotesThe notes associated with the resource
Resource Office PhoneThe resource's office phone number
Resource Other Contact InformationThe resource's other contact information
Resource Pay CategoryA setting in the resource editor. Salaried, Salaried with overtime or Hourly. This information is historically tracked.
Resource Primary Cost Center NameThe resource's primary cost center name
Resource Primary Cost Center NumberThe resource's primary cost center number - this is a unique identifier for a cost center
Resource Temporary Worker (Yes/No)If set to 'true', the resource is defined as a temporary work
Resource Time Approver Display NameThe display name of the resource's time approver
Resource Time Approver Email AddressThe email address of the resource's time approver
Resource Time Approver UIDA unique and immutable identifier for the resource's time approver
Resource TitleThe resource's title
Resource TypeThe resource's resource type
Resource Type CodeThe resource type code - this is a unique identifier for a resource type
Resource UIDA unique and immutable identifier for the resource
Revenue Transfer RateTransfer Rates are used to shift  revenue and RDC between the cost centers. This is the resource's revenue transfer rate.

Role

This is the role name and number. Note, a role represents demand for labor
Role Billing TitleIt is common for companies to book employees on work that is different from their title. For example, you may have a junior developer doing the work of a senior developer, and billing as such.
Role Billing Title Overridden (Yes/No)If set to 'true', the resource works under a different title than their own. The billing rates will change to correspond to the new title. This title can be displayed on a Projector invoice.
Role Created OnThe date the role was created on
Role DescriptionThe role description
Role End DateThe end date of the role
Role First Set To Scheduling CompleteThe date/time first set to scheduling complete for a role.
Role Last Updated OnThe date the role was last updated on
Role NotesThe notes associated with the role
Role Resource Direct Rate Overridden (Y/N)If set to 'true', the resource associated with the role has an overridden resource direct rate
Role Start DateThe role start date
Role UIDA unique and immutable identifier for the role
Role-Based Rate Overridden (Y/N)If set to 'true', the resource works under a different role based rate other than their own billing rate.
Standard RateStandard Rate Types define contract and billing rates based on the type of time you are billing
Time Contract AmountThe time contract amount
Time Contract Amount Less HoldbackThe time contract amount less the holdback
Time Contract TermsThe time contract terms
Time Holdback AmountThe time holdback amount
Time Holdback PercentThe time holdback percent