Project Portfolio Report - Row Fields
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.
Field | Field Category | Description |
|---|---|---|
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 |
|
Client UDF's | Client Fields |
|
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 |
|
Engagement UDF's | 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 (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 |
|
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 |
|
Project UDF's | Project Fields |
|
Project Code | Project Fields |
|
Project Created By | Project Fields |
|
Project Created On | 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 End Date | Project Fields | The latest date for which time or cost can be incurred for this project |
Project Last Updated By | Project Fields |
|
Project Last Updated On | Project Fields |
|
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 |
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 |