...
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 |
Cost Card Chargeable (Y/N) | Cost Fields | Yes if the cost card's client amount is greater than zero. |
| Cost Card Description | Cost 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 | Engagement Fields | Engagement cost contract amount |
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 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. |
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 |
|
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 is deprecated. Please use Project Task Type instead. |
Project Task Type | Project Fields |
|
Purchase Order Number | Engagement Fields |
|
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 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 |
|
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 Skills 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 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 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 |
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 |