Invoice Milestone 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.
If your Projector installation is making use of User Defined Fields those data elements will be available for use in this report type. Client and Engagement-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 |
|---|---|---|
| Billing Address Attention | Invoice Fields | |
| Billing Address City | Invoice Fields | |
| Billing Address Company Name | Invoice Fields | |
| Billing Address Country | Invoice Fields | |
| Billing Address Line 1 | Invoice Fields | |
| Billing Address Line 2 | Invoice Fields | |
| Billing Address State/Province | Invoice Fields | |
| Billing Address Zip/PostalCode | Invoice Fields | |
Client | Client Fields |
|
Client Inactive (yes/no) | Client Fields |
|
| Contract Line Item Code | Contract Line Item Fields | |
| Contract Line Item Name | Contract Line Item Fields | |
Engagement | Engagement Fields |
|
Engagement Code | Engagement Fields | Engagement name and code |
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 Primary Cost Center Name | Engagement Fields | |
| Engagement Primary Cost Center Number | Engagement Fields | |
Engagement Stage | Engagement Fields | Name of the engagement stage |
Engagement Type | Engagement Fields |
|
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 Status | Invoice Fields | Invoice creation setting was for: Time=time cards only, Cost=cost cards only, All=both time and cost cards |
Invoice Type | Invoice Fields | Invoice or Credit Memo |
| Last Updated By | Workflow Fields | |
| Last Updated On | Workflow Fields | |
Milestone Achieved Date | Milestone Fields | Milestone Achieved Date |
Milestone Amount | Milestone Fields | Amount of all milestones on the invoice. |
| Milestone Description | Milestone Fields | |
| Milestone Forecast Date | Milestone Fields | |
Milestone Name | Milestone Fields | Milestone Name |
Milestone Planned Date | Milestone Fields | Milestone Planned Date |
Milestone Status | Milestone Fields | Pending, Achieved, Invoiced, or Foregone |
| Project | Project Fields | Project name and code |
| Project Code | Project Fields | |
| Project Description | Project Fields | |
| Project Name | Project Fields | |
| Project Stage | Project Fields | |
| Project Task Type | Task Fields | |
Purchase Order Number | Engagement Fields | If the milestone is on an invoice then this is the PO number on the invoice. Otherwise it is the PO number on the engagement. |
| Standard Task Type | Task Fields | |
| Standard Task Type Code | Task Fields | |
| Task Name | Task Fields | |
| WBS Code | Task Fields |