Cost Card Report - Data Fields

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.

Data Fields

Field	Field Category	Description
A/P Payment Information	Expense Document Fields	Payment information supplied when the cost card was paid
A/P Voucher Number	Expense Document Fields	Voucher number supplied when the cost card was transmitted to A/P
Approval Workflow Status	Workflow Fields	Draft, Submitted, Rejected, Approved
Approved By	Workflow Fields	The user that approved the card
Approved On	Workflow Fields	Approved Time
Approved to Invoice By	Workflow Fields	The user that approved the cost card for invoicing
Approved to Invoice On	Workflow Fields	Approved to Invoice Time
Approved to Pay By	Workflow Fields	The user that approved the cost card for payment
Approved to Pay On	Workflow Fields	Approved to Pay Time
Base Amount Engagement Currency	Engagement Currency Fields	Base Amount in the engagement currency. Same as Other Direct Cost.
Base Amount less VAT Disbursed Currency	Disbursed Currency Fields	The amount of an expense, not including VAT
Billing Status	Invoice Fields	On an issued invoice, on a draft invoice, or unbilled.
Client	Client Fields
Client Amount Engagement Currency	Engagement Currency Fields	Client amount in the engagement currency
Company Paid (Y/N)	Cost Fields	Yes = this expense is paid by the company
Cost Card Approver Display Name	Cost Fields	Name of a user that can approve the cost card. There may be other potential approvers. The name is displayed only if the cost card is awaiting approval.
Cost Card Approver Email Address	Cost Fields	Email address of a user that can approve the cost card. There may be other potential approvers. The email address is displayed only if the cost card is awaiting approval.
Cost Card Chargeable (Y/N)	Cost Fields	Yes if the cost card's client amount is greater than zero.
Cost Card Marked Non-Chargeable (Y/N)	Cost Fields	All cost cards on expense reports return yes or no here. Vendor invoices, subcontractor invoices, and soft costs all return 'null' for this field because it is not possible to mark costs on them as non-chargeable. That isn't to say they can't be non-chargeable, just that the person entering them can't mark them as such.
Cost Card Type	Cost Fields	Cost Card, Payment Voucher, or Cash Advance
Created By	Workflow Fields	The user that created the card
Created On	Workflow Fields	Created Time
Credit Cost Card (Y/N)	Cost Fields	Yes = this cost card is a credit applied to another cost card
Description	Cost Fields	Description entered on cost card
Disbursed Amount Engagement Currency	Engagement Currency Fields	Disbursed amount in the engagement currency. This is also known as Other Direct Cost.
Disbursed Amount less VAT Disbursed Currency	Disbursed Currency Fields	Disbursed amount in the disbursed currency less VAT
Disbursed Amount with VAT Disbursed Currency	Disbursed Currency Fields	VAT amount + Disbursed amount in the disbursed currency
Disbursed Currency	Disbursed Currency Fields	Currency in which the expense was disbursed
Disbursed VAT %	Disbursed Currency Fields	Disbursed VAT Amount / Disbursed Amount less VAT
Disbursed VAT Amount Disbursed Currency	Disbursed Currency Fields	VAT amount in the disbursed currency
Disbursing	Resource Fields
Distance	Automobile Distance	Distance driven
Distance Units	Automobile Distance	<M>iles or <K>ilometers
Engagement	Engagement Fields
Engagement	Engagement Fields
Engagement Billable (Yes/No)	Engagement Fields	Yes if the engagement is a billable type
Engagement Busy (Yes/No)	Engagement Fields	Yes if the engagement is a busy type (which includes all billable types)
Engagement Code	Engagement Fields
Engagement Company	Engagement Fields	The name of the company associated with the engagement's cost center
Engagement Currency	Engagement Currency Fields	Currency of the engagement associated with the cost card
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
Expense Amount Engagement Currency	Engagement Currency Fields	Expense amount in the engagement currency
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	Type of expense, e.g. "Meals"
For Reporting Only (Y/N)	Other Fields	Yes only if the cost card was imported as a for reporting only cost card
Incurred Amount less VAT Incurred Currency	Incurred Currency Fields	Incurred amount in the incurred currency less VAT
Incurred Amount with VAT Incurred Currency	Incurred Currency Fields	Incurred amount in the incurred currency with VAT
Incurred Currency	Incurred Currency Fields	Currency in which expense was incurred
Incurred Date	Date Fields	Date on which the expense was incurred
Incurred VAT %	Incurred Currency Fields	Incurred VAT Amount / Incurred Amount less VAT
Incurred VAT Amount Incurred Currency	Incurred Currency Fields	Incurred VAT amount in the incurred currency
Invoice Number	Invoice Fields	Invoice or credit memo number
Invoicing Workflow Status	Workflow Fields	Not Approved to Invoice, Approved to Invoice, On Draft Invoice, On Issued Invoice
Last Updated By	Workflow Fields	The user that last changed the card
Last Updated On	Workflow Fields	Last Updated Time
Paid By	Workflow Fields	The user that marked the cost card as having been paid
Paid On	Workflow Fields	Paid Time
Pass-through Cost Flag (Y/N)	Cost Fields	Yes if the cost is a pass-through cost.
Payee	Payment Voucher Fields	The name of the vendor being paid
Payment Voucher Date	Payment Voucher Fields	Date on which the associated vendor invoices were presented for payment
Payment Voucher Number	Payment Voucher Fields	Unique identifier for the payment voucher
Payment Voucher Reconciliation Complete Flag	Payment Voucher Fields	Yes = reconciliation is complete
Payment Workflow Status	Workflow Fields	Not Approved to Pay, Approved to Pay, Transmitted to A/P, Paid, Received
Project	Project Fields
Project	Project Fields
Project Code	Project Fields
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 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
Receipt Image Attached (Y/N)	Expense Document Fields	Yes if the cost card has at least one attached image
Receipt Note Attached (Y/N)	Expense Document Fields	Yes if the cost card has at least one attached note
Received By	Workflow Fields	The user that marked the cost card as having been received
Received On	Workflow Fields	The time at which the cost card was marked as having been received
Reject Reason	Expense Document Fields	Reject reason associated with the expense report, if it is in the rejected status
Rejected On	Workflow Fields	Rejected Time
Resource	Resource 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 Email Address	Resource Fields
Resource Employee ID	Resource Fields
Resource Location	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
Resource Vendor ID	Resource Fields
Revenue Amount Engagement Currency	Engagement Currency Fields	Revenue amount in the engagement currency
Submitted By	Workflow Fields	The user that submitted the card
Submitted On	Workflow Fields	Submitted Time
Transmitted to A/P On	Workflow Fields	Transmitted to A/P Time
Unit Cost	Unit Fields	= Units / Disbursed Amount
Unit Price	Unit Fields	= Units / Client Amount
Units	Unit Fields	The number of units associated with the cost card
Units Name	Unit Fields	The name of the unit of measure
Vendor's Invoice Date	Vendor Fields	Date of the vendor's invoice
Vendor's Invoice Number (Expense Document)	Expense Document Fields	Vendor's invoice number as displayed on the vendor invoice
Vendor's Invoice Number (Payment Voucher)	Payment Voucher Fields	Vendor's invoice number as displayed on the payment voucher