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Field | Field Category | Description |
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Billing Adjusted Revenue Budget Alert Level at Completion | Performance to Budget Fields | Budget alert level for time, using the estimate at completion method, measured in billing adjusted revenue |
Billing Adjusted Revenue Budget Alert Level to Date | Performance to Budget Fields | Budget alert level for time, using the actuals to date method, measured in billing adjusted revenue |
Chargeable Hours Budget Alert Level at Completion | Performance to Budget Fields | Budget alert level for time, using the estimate at completion method, measured using chargeable hours |
Chargeable Hours Budget Alert Level to Date | Performance to Budget Fields | Budget alert level for time, using the actuals to date method, measured using chargeable hours |
Client | Client Fields |
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Client UDF's | Client Fields |
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Client Amount Budget Alert Level at Completion | Performance to Budget Fields | Budget alert level for costs, using the estimate at completion method, measured using client amount |
Client Amount Budget Alert Level to Date | Performance to Budget Fields | Budget alert level for costs, using the actuals to date method, measured using client amount |
Contract Revenue Budget Alert Level at Completion | Performance to Budget Fields | Budget alert level for time, using the estimate at completion method, measured in contract revenue |
Contract Revenue Budget Alert Level to Date | Performance to Budget Fields | Budget alert level for time, using the actuals to date method, measured in contract revenue |
Cost Contract Amount | Engagement Fields | Engagement cost contract amount in reporting currency |
Cost Contract Amount in Engagement Currency | Engagement Fields | Engagement cost contract amount in Engagement Currency |
Cost Contract Terms | Engagement Fields | Engagement cost contract terms: T&M, Fixed Price, or Not to Exceed |
Detailed Task Management Enabled (Y/N) | Project Fields | Yes if detailed task management is enabled for the project |
Disbursed Amount Budget Alert Level at Completion | Performance to Budget Fields | Budget alert level for costs, using the estimate at completion method, measured using disbursed amount |
Disbursed Amount Budget Alert Level to Date | Performance to Budget Fields | Budget alert level for costs, using the actuals to date method, measured using disbursed amount |
Engagement | Engagement Fields |
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Engagement UDF's | Engagement Fields |
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Engagement Billable (Yes/No) | Engagement Fields | Yes if the engagement is a billable type |
Engagement Billing Address Attention | Engagement Fields |
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Engagement Billing Address City | Engagement Fields |
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Engagement Billing Address Company Name | Engagement Fields |
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Engagement Billing Address Country | Engagement Fields |
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Engagement Billing Address Line 1 | Engagement Fields |
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Engagement Billing Address Line 2 | Engagement Fields |
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Engagement Billing Address State/Province | Engagement Fields |
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Engagement Billing Address Zip/PostalCode | Engagement Fields |
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Engagement Code | Engagement Fields |
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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 |
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Engagement Manager Display Name | Engagement Fields |
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Engagement Manager Email Address | Engagement Fields |
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Engagement Name | Engagement Fields |
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Engagement Productive (Yes/No) | Engagement Fields | Yes if the engagement is a productive type |
Engagement Stage | Engagement Fields | Name of the engagement stage |
Engagement Type | Engagement Fields |
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Expense Amount Budget Alert Level at Completion | Performance to Budget Fields | Budget alert level for costs, using the estimate at completion method, measured using expense amount |
Expense Amount Budget Alert Level to Date | Performance to Budget Fields | Budget alert level for costs, using the actuals to date method, measured using expense amount |
Hours Budget Alert Level at Completion | Performance to Budget Fields | Budget alert level for time, using the estimate at completion method, measured in hours |
Hours Budget Alert Level to Date | Performance to Budget Fields | Budget alert level for time, using the actuals to date method, measured in hours |
Project | Project Fields |
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Project UDF's | Project Fields |
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Project Code | Project Fields |
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Project Created By | Project Fields |
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Project Created On | Project Fields |
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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 Last Updated By | Project Fields |
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Project Last Updated On | Project Fields |
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Project Likelihood % | Project Fields |
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Project Location | Project Fields |
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Project Manager | Project Fields |
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Project Manager Display Name | Project Fields |
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Project Manager Email Address | Project Fields |
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Project Name | Project Fields |
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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 |
Resource Direct Cost Budget Alert Level at Completion | Performance to Budget Fields | Budget alert level for time, using the estimate at completion method, measured using resource direct cost |
Resource Direct Cost Budget Alert Level to Date | Performance to Budget Fields | Budget alert level for time, using the actuals to date method, measured using resource direct cost |
Revenue Last Recognized On Time | Revenue Recognition Fields | Time that revenue was most recently recognized |
Revenue Last Recognized Through Date | Revenue Recognition Fields | Date through which revenue was most recently recognized |
Revenue Recognition Method | Engagement Fields | Percent Complete or Revenue Schedule. Applies only to fixed price engagements. |
Task Hours Budget Alert Level at Completion | Performance to Budget Fields | Budget alert level for time, using the estimate at completion method, measured in task hours |
Task Hours Budget Alert Level to Date | Performance to Budget Fields | Budget alert level for time, using the actuals to date method, measured in task hours |
Time Contract Amount | Engagement Fields | Engagement time contract amount in reporting currency |
Time Contract Amount in Engagement Currency | Engagement Fields | Engagement time contract amount in Engagement Currency |
Time Contract Amount Less Holdback in Engagement Currency | 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 in Engagement Currency | Engagement Fields | Engagement time holdback amount in Engagement Currency |
Time Holdback Percent | Engagement Fields | Time holdback as a percentage of the time contract amount |
Total Contract Amount | Contract Line Item Fields | |
Total Contract Amount in Engagement Currency | Contract Line Item Fields | |
Total Contract Amount Less Holdback | Contract Line Item Fields | |
Total Contract Amount Less Holdback in Engagement Currency | Contract Line Item Fields |