Forecast Accuracy Report - Row Fields

The following row fields are available in the Forecast Accuracy Report.

User Defined Fields (UDF) for Client, Engagement, Project, Role, and Resource are available to this report. The UDF name will be prefixed by its type. For example, the resource UDF "birthday" is listed as "Resource birthday."

For each client level defined in your installation, a field is added to this report. For example, if your installation has client levels "Division" "Department," then "Division Name" and "Department Name" are available fields.

Field NameDescription
Client LevelFor each client level defined in your installation, a field is added to this report. For example, if your installation has client levels "Division" "Department," then "Division Name" and "Department Name" are available fields.
Contract Line Item CodeThe contract line item number. This is a unique identifier for the contract line item.
Contract Line Item NameThe contract line item name
Detailed Task Management Enabled (Y/N)If set to 'true', detailed task management is set up for the project.

Engagement

Engagements represent a contract in Projector. This field contains the engagement name and code.
Engagement Billable (Yes/No)If set to 'true', the engagement is a billable
Engagement CompanyThe company associated with the engagement
Engagement CountryThe country associated with the engagement
Engagement ManagerThe engagement manager
Engagement Display NameThe engagment manager's display name
Engagement Email AddressThe engagement manager's email address
Engagement UIDA unique and immutable identifier for an engagement
Engagement NameThe engagement name
Engagement Primary Cost Center NameThe name of the primary cost center associated with the engagement
Engagement Primary Cost Center NumberThe cost center number of the primary cost center associated with the engagement
Engagement Primary Cost Center UIDA unique and immutable identifier for the primary cost center
Engagement Productive (Yes/No)Projector helps you manage a bunch of different flavors of utilization, chief among them chargeable and productive. Loosely put, chargeable utilization represents hours spent generating revenue. Productive utilization represents hours logged to engagement types that you deem “productive.” If 'true' this engagement is associated with engagement type that has been defined as 'productive'.
Engagement StageThe engagement stage
Engagement Stage UIDA unique and immutable identifier for an engagement stage.
Engagement TypeThe engagement type
Engagement Type UIDA unique and immutable identifier for an engagement type.
Expense Approval Workflow Rule

Each expense must go through three separate approvals. They are:

  • Workflow Approval - initial approval of the expense. Think of this as a general approval where someone in charge says, "yes, this is a legitimate expense." 
  • Payment/Reimbursement Approval - this expense can be paid or reimbursed
  • Include on Invoice Approval - this expense can be included on an invoice and passed on to a client
Forecast DateThie report measures the accuracy of forecasts made on each of the Forecast Dates for the specified work period
Latest Project NoteThe most recent project note
Primary Client Inactive (Yes/No)If set to 'true' the primary client associated with the engagement is inactive
Primary Client NameThe primary client name
Primary Client NumberThe primary client number. This is a unique identifer for the client.
Primary Client UIDA unique and immutable identifier for a client
ProjectThe project name and code
Project CodeThe project code is a unique identifier for the project
Project Created ByThe display name of the project creator
Project Created OnThe date the project was created
Project DescriptionThe project descirption
Project End DateThe project end date
Project Last Updated ByThe display name of the user who made the last update
Project Last Updated OnThe date of the last project update
Project LocationThe project location
Project ManagerThe project manager
Project Manager Display NameThe project manager's display name
Project Manager Email AddressThe project manager's email address
Project Manager UIDA unique and immutable identifier for a client
Project NameThe project name
Project Revenue and Hours MappingThe mapping of revenue percentages via one or more cost centers
Project StageThis structure contains the unique key fields associated with a project stage
Project Stage UIDA unique and immutable identifier for a project stage
Project Start DateThe project start date
Project UIDA unique and immutable identifier for a project
Projected Hours End DateThe end date for the projected hours
Projected Hours Start DateThe start date for the projected hours
ResourceThe resource associated with the project role
Resource CompanyThe company associated with the resource
Resource CountryThe country associated with the resource
Resource DepartmentThe department associated with the resource
Resource Display NameThe resource's display name
Resource Email AddressThe resource's email address
Resource Employee IDThe resourcce's employee id. This is a unique identifier for a resource.
Resource First NameThe resource's first name
Resource Last NameThe resource's last name
Resource LocationThe resource's location
Resource Middle NameThe resource's middle name
Resource NotesNotes associated with the resource
Resource Primary Cost Center NameThe resource's primary cost center name
Resource Primary Cost Center NumberThe 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 worker
Resource Time Approver Display NameThe display name of the resource's time approver
Resource Time Approver Email AddressThe email address of the resouce's time approver
Resource Time Approver UIDA unique and immutable identifier for a resource's time approver
Resource TitleThe resource's title
Resource TypeThe resource type associated with the resource
Resource Type CodeThe resource type code. This is a unique identifier for a resource type
Resource UIDA unique and immutable identifier for a resource
Revenue Recognition MethodThe method of revenue recognition selected for a contract line item. This can be P (Percent Complete) or R (Revenue Schedule). For percent complete, revenue is recognized by determining the percent complete based upon actual and scheduled data, sensitive to the account's selected percent complete algorithm. For revenue schedule, revenue is recognized according to a schedule laid out for the contract line item, consisting of (usually uniform) time buckets, with a scheduled revenue amount entered for each bucket. Revenue is recognized bucket by bucket (i.e. you cannot recognize revenue as of an arbitrary date that may fall within a bucket).
RoleThe role name and number
Role DescriptionThe role description
Role End DateThe role's end date
Role Start DateThe role's start date
Time Contract AmountThe Time Contract Amount
Time Contract Amount Less HoldbackThe Time Contract Amount minus the holdback
Time Contract TermsThe time contract terms
Time Holdback AmountThe Time Holdback Amount
Time Holdback PercentThe Time Holdback Percent