Engagement 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
Client	Client Fields
Client Inactive (Yes/No)	Client Fields
Cost Contract Amount	Engagement Fields	Engagement cost contract amount
Cost Contract Terms	Engagement Fields	Engagement cost contract terms: T&M, Fixed Price, or Not to Exceed
Data Type	Time 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 Cost Budget Metric	Budget Fields	Client Amount, Expense Amount, or Disbursed Amount
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 Time Budget Metric	Budget Fields	Hours, Billing Adjusted Revenue, or RDC
Engagement Type	Engagement Fields
Revenue Recognition Method	Engagement Fields	Percent Complete or Revenue Schedule. Applies only to fixed price engagements.
Time Contract Amount	Engagement Fields	Engagement time contract amount
Time Contract Amount Less Holdback	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	Engagement Fields	Engagement time holdback amount
Time Holdback Percent	Engagement Fields	Time holdback as a percentage of the time contract amount