Invoice Report - Data Fields
- Thomas Sherman (Deactivated)
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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 |
|---|---|---|
Amount of Tax 1 | Tax Fields | Taxable Amount 1 * Tax Rate 1 |
Amount of Tax 2 | Tax Fields | Taxable Amount 2 * Tax Rate 2 |
Amount of Tax 3 | Tax Fields | Taxable Amount 3 * Tax Rate 3 |
Applied Pre-Payment Amount | Invoice Fields | Amount pre-payments applied to the invoice. |
Approved by Finance | User Fields | |
Approved by Finance On | User Fields | |
Approved by Management | User Fields | |
Approved by Management On | User Fields | |
Approved by PM | User Fields | |
Approved by PM On | User Fields | |
Client | Client Fields | |
Client Inactive (Yes/No) | Client Fields | |
Cost Card Client Amount | Cost Fields | Amount of cost reimbursed by the client |
Cost Card Count | Cost Fields | Number of cost cards on the invoice. |
Cost Card Disbursed Amount | Cost Fields | Amount of cost paid by the company. |
Cost Card Write-Up Amount | Adjustment Fields | Cost Card Client Amount - Cost Card Disbursed Amount |
Cost Card Write-Up Percent | Adjustment Fields | Cost Card Write-Up Amount / Cost Card Disbursed Amount |
Created By | User Fields | |
Created On | User Fields | |
Engagement | 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 Stage | Engagement Fields | Name of the engagement stage |
Engagement Type | Engagement Fields | |
| Included Project Codes | Project Fields | Comma separated list of project codes related to this invoice. A project is included in the list if at least one time card, cost card, or milestone on this invoice references the project. |
Invoice Amount | Invoice Fields | Total invoice amount. |
Invoice Content | Invoice Fields | I'll preface by saying that this probably isn't the most useful field. When an invoice is first created, we assign the type of content we think will end up on this invoice. For example, time card, cost cards, milestones, or some combination of the three. However, the user can then override that in certain cases. For instances, pulling time cards onto a blank invoice. The following values are used:
Given that the value stored here is probably impractical, we recommend using Time card count, Cost card count, and Milestone count to identify invoices and what is on them. |
Invoice Date | Invoice Fields | |
Invoice Due Date | Invoice Fields | |
Invoice Name | Invoice Fields | Invoice or credit memo name |
Invoice Number | Invoice Fields | Invoice or credit memo number |
Invoice Paid (Y/N) | Invoice Fields | Yes if the invoice has been marked as paid |
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 Status | Invoice Fields | Invoice creation setting was for: Time=time cards only, Cost=cost cards only, All=both time and cost cards |
Invoice Template | Invoice Fields | |
Invoice Type | Invoice Fields | Invoice or Credit Memo |
Issued By | User Fields | |
Issued On | User Fields | |
Marked Paid By | Invoice Fields | User that marked the invoice as paid |
Marked Paid Comment | Invoice Fields | Comment entered when the invoice was marked as paid |
Marked Paid On | Invoice Fields | Time that the invoice was marked as paid |
Milestone Amount | Milestone Fields | Amount of all milestones on the invoice. |
Milestone Count | Milestone Fields | Number of milestones on the invoice. |
Payment Terms | Invoice Fields | |
Project | Project Fields | For projects that are scoped at engagement, PO, or client level this field populates with the first project name. Even if that project had no invoiced items! It should probably return blank, but for legacy reasons it work this way. |
Project Code | Project Fields | For projects that are scoped at engagement, PO, or client level this field populates with the first project code. Even if that project had no invoiced items! It should probably return blank, but for legacy reasons it work this way. Try using 'Included Project Codes' instead. |
Project Description | 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 |
Purchase Order Number | Engagement Fields | |
Tax Rate 1 | Tax Fields | Tax Rate 1. |
Tax Rate 2 | Tax Fields | Tax Rate 2. |
Tax Rate 3 | Tax Fields | Tax Rate 3. |
Tax Type 1 | Tax Fields | |
Tax Type 2 | Tax Fields | |
Tax Type 3 | Tax Fields | |
Taxable Amount 1 | Tax Fields | Amount of invoice subject to Tax Rate 1. |
Taxable Amount 2 | Tax Fields | Amount of invoice subject to Tax Rate 2. |
Taxable Amount 3 | Tax Fields | Amount of invoice subject to Tax Rate 3. |
Time Card Billing Adjusted Amount | Revenue Fields | Time card value after billing adjustments. |
Time Card Billing Adjusted Rate | Revenue Fields | Time Card Billing Adjusted Amount / Time Card Hours. |
Time Card Contract Amount | Revenue Fields | Time card value based on the contract rate. |
Time Card Contract Rate | Revenue Fields | Time Card Contract Amount / Time Card Hours. |
Time Card Count | Time Fields | Number of time cards on the invoice. |
Time Card Hours | Time Fields | Number of time card hours on the invoice. |
Time Card Write-Up Amount | Adjustment Fields | Time Card Billing Adjusted Amount - Time Card Contract Amount |
Time Card Write-Up Percent | Adjustment Fields | Time Card Billing Adjusted Amount / Time Card Hours. |
Total Tax Amount | Tax Fields | Sum of Tax Amount 1, 2, and 3. |
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