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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. |
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Data Fields
This report can provide data about the following fields.
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Category | Description |
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| Billing Adjusted Rate |
| | Actual or Projected Billing Rate after billing adjustments. |
| Booked Hours |
| | Hours currently booked for the role |
| Contract Line Item Code |
| | The contract line item code - this is a unique identifier for a contract line item |
| Contract Line Item Name |
| | | Contract Rate | | |
| Cost Contract Amount | | |
Cost Contract Terms | | Engagement | | | The contract line item name - this is a unique identifier for a contract line item |
| Contract Rate | Contract 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 Amount | The Cost Contract Amount |
| Cost Contract Terms | The 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 |
| Engagement | The 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 Code |
| | The engagement code. This is a unique identifier for an engagement |
| Engagement Company |
| | | The company associated with the engagement |
| Engagement Country |
| | The country associated with the engagement |
| Engagement Currency |
| | The engagement currency |
| Engagement Manager |
| | The engagement manager |
| Engagement Manager Display Name |
| | | The display name of the engagement manager |
| Engagement Manager Email Address |
| | The email address of the engagement manager |
| Engagement Manager UID |
| | A unique and immutable identifier for an engagement |
| Engagement Name |
| | The engagement name |
| Engagement Primary Cost Center Name |
| | The engagement's primary cost center name |
| Engagement Primary Cost Center Number |
| | The engagement's primary cost center number - this is a unique identifier for the cost center |
| Engagement Primary Cost Center UID |
| | A 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 Stage |
| | The engagement stage |
| Engagement Stage UID |
| | A unique and immutable identifier for the engagement stage |
| Engagement Type |
| | The engagement type |
| Engagement Type UID |
| | A unique and immutable identifier for the engagement type |
| Engagement UID |
| | | A unique and immutable identifier for the engagement |
| Latest Project Note |
| | The most recent project note |
| Latest Role Note |
| | The most recent role note |
| Primary Client Inactive (Yes/No) |
| | If set to 'true', the primary client is currently inactive |
| Primary Client Name |
| | The primary client name |
| Primary Client Number |
| | The primary client number - this is a unique identifier for the client |
| Primary Client UID |
| | A unique and immutable identifier for the primary client |
| Project |
| | The project name and code |
| Project Code |
| | The project code - this is a unique identifier for a project |
| Project Created By |
| | | The display name of the user who created the project |
| Project Created On |
| | The date the project was created |
| Project Description |
| | The project description |
| Project End Date |
| | The project end date |
| Project Last Updated By |
| | The display name of the user who last updated the project |
| Project Last Updated On |
| | The date the project was last updated on |
| Project Location |
| | The project location |
Project Manager |
| | The display name of the project manager |
| Project Manager Display Name |
| | The project manager's display name |
| Project Manager Email Address |
| | The project manager's email address |
| Project Manager UID |
| | | A unique and immutable identifier for the project manager |
| Project Name |
| | The project name |
| Project Revenue and Hours Mapping |
| | | The mapping of revenue percentages via one or more cost centers |
| Project Stage |
| | The project stage |
| Project UID |
| | A unique and immutable identifier for the project |
| Projected Hours End Date |
| | The projected hours end date |
| Projected Hours Start Date |
| | The projected hours start date |
| Requested Hours |
| | Hours currently requested for the role |
| Resource |
| | | The resource associated with role |
| Resource Billable (Yes/No) |
| | If set to 'true' the resource has been defined as billable |
| Resource Company |
| | | The resource's company |
| Resource Country |
| | The resource's country |
| Resource Department |
| | The resource's department |
| Resource Direct Rate |
| | | The resource's direct rate |
| Resource Direct Transfer Rate |
| | Transfer Rates are used to shift revenue and RDC between the cost centers. This is the resource's direct cost transfer rate. |
| Resource Display Name |
| | The resource's display name |
| Resource Email Address |
| | The resource's email address |
| Resource Employee ID |
| | The resource's employee id - this is a unique identifier for the resource |
| Resource Expense Approver Display Name |
| | | The display name of the resource's expense approver |
| Resource Expense Approver Display Email Address |
| | The email address of the resource's expense approver |
| Resource Expense Approver Display UID |
| | A unique and immutable identifier for the resource's expense approver |
| Resource First Name |
| | The resource's first name |
| Resource Inactive (Yes/No) |
| | If set to 'true' the resource is currently defined as inactive |
| Resource Last Name |
| | The resource's last name |
| Resource Middle Name |
| | The resource's middle name |
| Resource Mobile Phone |
| | The resource's mobile phone number |
| Resource Notes |
| | The notes associated with the resource |
| Resource Office Phone |
| | | The resource's office phone number |
| Resource Other |
Contract | | The resource's other contact information |
| Resource Pay Category |
| | A setting in the resource editor. Salaried, Salaried with overtime or Hourly. This information is historically tracked. |
| Resource Primary Cost Center Name |
| | The resource's primary cost center name |
| Resource Primary Cost Center Number |
| | The 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 Name |
| | The display name of the resource's time approver |
| Resource Time Approver Email Address |
| | The email address of the resource's time approver |
| Resource Time Approver UID |
| | A unique and immutable identifier for the resource's time approver |
| Resource Title |
| | The resource's title |
| Resource Type |
| | | The resource's resource type |
| Resource Type Code |
| | The resource type code - this is a unique identifier for a resource type |
| Resource UID |
| | A unique and immutable identifier for the resource |
| Revenue Transfer Rate |
| | Role | | |
Role Billing Title | | | Transfer 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 Title | It 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 On |
| | The date the role was created on |
| Role Description |
| | The role description |
| Role End Date |
| | The end date of the role |
| Role Last Updated On |
| | The date the role was last updated on |
| Role Notes |
| | The 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 Date |
| | The role start date |
| Role UID |
| | | Standard Rate | | |
Time Contract Amount | | | A 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 Rate | Standard Rate Types define contract and billing rates based on the type of time you are billing |
| Time Contract Amount | The time contract amount |
| Time Contract Amount Less Holdback |
| | The time contract amount less the holdback |
| Time Contract Terms |
| | The time contracct terms |
| Time Holdback Amount |
| | The time holdback amount |
| Time Holdback Percent |
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| The time holdback percent |