Project Reporting Dataset Output Fields

The Project Reporting dataset includes fields derived from the following objects in PSA:

  • Budget
  • Estimates Versus Actuals
  • Expense
  • Milestone
  • Miscellaneous Adjustment
  • Project
  • Project Source
  • Project Task
  • Project Task Assignment
  • Resource Request
  • Resource Skill Request
  • Task Time
  • Timecard
  • Timecard Split

Fields derived from the following Services Estimator objects are also optionally included in this dataset:

  • Estimate
  • Estimate Role Request
  • Estimate Task

The Project Reporting dataset contains a number of generic fields. These are fields, such as Object Type or Description, that are derived from a range of objects. Generic fields enable you to apply a filter, such as Type, to multiple objects.

Note:

The object types contained within this dataset's generic fields vary according to whether you have added optional Services Estimator data to the Project Reporting dataset.

Dimension fields from the project object are generic. They are populated across all objects and can be filtered by on all objects. For more information see Object Type.

Some of the fields in this dataset are drillable. When displayed in a dashboard table, these fields can be clicked to access them in your PSA or Services Estimator data environment.

Field Naming Conventions

Fields in this dataset are named according to the following convention, to indicate their source in your data environment: {object}{field name}. However, for the purposes of this dataset, references to the Resource Request object are abbreviated to RR.

Exceptions to this naming convention are:

  • Fields calculated in the dataflow.
  • Generic fields derived from two or more objects in your data environment.

Video Tutorials

The following video tutorials demonstrate how to build lenses and dashboards with the Project Reporting dataset.

Building Dashboards with the Project Reporting Dataset

Getting Started with the Project Reporting Dataset

Project Reporting Fields

Key: G — Generic fields; C — Calculated fields; D — Drillable fields

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Project Reporting Dimension Fields
Field TypeField LabelField API Name Description
DimensionAccount Billing CountryAccountBillingCountryG

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Account IDAccountIdG

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Account IndustryAccountIndustryG

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Account NameAccountNameG, D

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Account TypeAccountTypeG

The type of account associated with the project, opportunity or estimate.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Actuals Template IDActualsTemplateId 

The ID of the Revenue Management template used for recognizing revenue and amortizing cost for the record.

This field is derived from the following object types in the Project Reporting dataset:

  • Expenses
  • Milestones
  • Misc Adjustments
  • Projects
  • Timecards
Note:

This field is only populated if all of the following are true:

  • You use Revenue Management.
  • You selected the checkbox in the PS Cloud Analytics Setup record.
  • The relevant field exists on the Project, Milestone, Timecard Split, Expense, or Miscellaneous Adjustment objects.
Allow Candidates to Self-NominateAllowCandidatesToSelfNominate Allows prospective candidates to view and express interest in resource requests.
ApprovedApprovedG

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Assignment BillableAssignmentIsBillable Indicates whether the assignment is billable and therefore included in billing events.
Assignment Budget Allocation IDAssignmentBudgetAllocationID Identifier of the budget allocation for the assignment.
Assignment Budget Allocation NameAssignmentBudgetAllocationName Name of the budget allocation for the assignment.
Assignment Cost Rate Currency CodeAssignmentCostRateCurrencyCode Currency used to calculate the resource cost for the assignment. This is used when your organization uses multiple currencies.
Assignment DescriptionAssignmentDescription Description of the assignment.
Assignment IDAssignmentId System-generated identifier of the assignment.
Assignment Is Daily Cost RateAssignmentIsDailyCostRate  Indicates whether the cost rate of the assignment is a daily rate.
Assignment Is Time CreditedAssignmentIsTimeCredited Indicates whether time logged for the assignment is credited for utilization if it is not billable.
Assignment Is Time ExcludedAssignmentIsTimeExcluded Indicates whether the time entered by the resource on this assignment is excluded from the total number of utilization hours in the time period.
Assignment LocationAssignmentLocation Location for the assignment.
Assignment NameAssignmentName The name of the assignment.
Assignment Source Assignment IDAssignmentSourceAssignmentID System-generated identifier of the templated assignment.
Assignment Source Assignment NameAssignmentSourceAssignmentName The name of the templated assignment.
Assignment Use Proj Currency Res CostAssignmentUseProjectCurrencyForResourceCost Indicates whether the project currency is used in the resource cost calculations when your organization uses multiple currencies.
Assignment Use Res Default Cost RateAssignmentUseResourceDefaultCostRate Indicates whether the resource currency is used in the resource cost calculations when your organization uses multiple currencies.
Available To BillAvailableToBill 

Indicates whether the expense, milestone, miscellaneous adjustment, or timecard is available to bill.

The criteria used by the PSA Project Billings dashboard to determine when Available to Bill is true for the different business records are set out in Available to Bill Selection Criteria.

BilledBilledGIndicates whether the budget, milestone, estimate, miscellaneous adjustment, or timecard has been charged to the project or customer.
Billing Event ItemBillingEventItem 

Identifies the billing event item (if any) created for the expense, milestone, miscellaneous adjustment, or timecard.

If a billing event item exists but is not released, the PSA Project Billings dashboard includes the business record in the "Pending Release" segment of its stacked bar charts.

Billing HoldBillingHold 

Indicates whether billing for the expense, milestone, miscellaneous adjustment, or timecard is on hold.

If true, the PSA Project Billings dashboard includes the business record in the "On Hold" segment of its stacked bar charts.

Billing StatusBillingStatus The current status of the billing event.
Budget BilledBudgetBilled Indicates whether the budget has been charged to the project or customer.
Budget StatusBudgetStatus The status of the Budget.
Budget TypeBudgetType The type of Budget.
Currency ISO CodeCurrencyIsoCodeG

This field identifies the currency ISO code derived from the following objects:

  • Assignment
  • Task Time
  • Timecard
  • Milestone
  • Expense
  • Estimate
  • Miscellaneous Adjustment
  • Est vs Actuals
  • Budget
DescriptionDescriptionG

This field is derived from the following object types in the Project Reporting dataset:

  • Milestone
  • Expenses
  • Miscellaneous Adjustments
  • Budget
Est Role Request Estimate Task IDEstimateRoleRequestEstimateTaskId The identifier of the estimate task the role request is for.
Est Role Request Estimate Task NameEstimateRoleRequestEstimateTaskName The name of the estimate task the role request is for.
Est Role Request Group IDEstimateRoleRequestGroupId The identifier of the group for which this role request is for.
Est Role Request Group NameEstimateRoleRequestGroupName The name of the group for which this role request is for.
Est Role Request IDEstimateRoleRequestId The identifier of the estimate role request.
Est Role Request Is External ResourceEstimateRoleRequestIsExternalResource Indicates this estimate role request is for an external resource.
Est Role Request NameEstimateRoleRequestNameDThe name of this estimate role request.
Est Role Request Practice IDEstimateRoleRequestPracticeId The identifier of the practice for which this role request is for.
Est Role Request Practice NameEstimateRoleRequestPracticeName The name of the practice for which this role request is for.
Est Role Request Region IDEstimateRoleRequestRegionId The identifier of the region for which this role request is for.
Est Role Request Region NameEstimateRoleRequestRegionName The name of the region for which this role request is for.
Estimate (Earliest Created)EstimateEarliest The first created estimate row for a given estimate.
Estimate Account IDEstimateAccountId The identifier of the account associated with the estimate.
Estimate Account NameEstimateAccountName The name of the account associated with the estimate.
Estimate Apply Discount To Cost ContingencyEstimateApplyDiscountToCostContingency Indicates whether the discount is to be applied to the cost contingency.
Estimate Apply Discount To ExpenseEstimateApplyDiscountToExpense Indicates whether the discount is to be applied to the expense.
Estimate Approval StatusEstimateApprovalStatus The current status of the estimate in the approval process.
Estimate Billing TypeEstimateBillingType Indicates the billing type set for the estimate, for example "Fixed Price".
Estimate CurrencyEstimateCurrency The currency of the estimate.
Estimate Group ID ChainEstimateGroupIdChain System-generated chain for linking to the group.
Estimate Group IDEstimateGroupId The identifier of the group that is associated with this estimate.
Estimate Group Level XXEstimateGroupNameXX The RPG level of the group related to the estimate, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the estimate.
Estimate Group NameEstimateGroupNameChain System-generated chain for linking to the group associated with the estimate, formatted in descending hierarchical order.
Estimate IDEstimateId The identifier of the estimate.
Estimate NameEstimateName The name of the estimate.
Estimate Owner IDEstimateOwnerId The identifier of the estimate owner.
Estimate Owner NameEstimateOwnerName The name of the estimate owner.
Estimate Practice ID ChainEstimatePracticeIdChain System-generated chain for linking to the practice.
Estimate Practice IDEstimatePracticeId The identifier of the practice that is associated with this estimate.
Estimate Practice Level XXEstimatePracticeNameXX The RPG level of the practice related to the estimate, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the estimate.
Estimate Practice NameEstimatePracticeNameChain System-generated chain for linking to the practice associated with the estimate, formatted in descending hierarchical order.
Estimate PrimaryEstimatePrimary Indicates that this estimate is the primary version for the opportunity.
Estimate Region ID ChainEstimateRegionIdChain System-generated chain for linking to the region.
Estimate Region IDEstimateRegionId The identifier of the region that is associated with this estimate.
Estimate Region Level XXEstimateRegionNameXX The RPG level of the region related to the estimate, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the estimate.
Estimate Region NameEstimateRegionNameChain System-generated chain for linking to the region associated with the estimate, formatted in descending hierarchical order.
Estimate Task IDEstimateTaskId The identifier of this estimate task.
Estimate Task NameEstimateTaskName The name of this estimate task.
EvA Assignment IDEVAAssignmentID The identifier of the EvA assignment.
EvA Assignment NameEVAAssignmentName The name of the Assignment associated with the EVA record.
EvA Scheduled Bill Rate is Daily RateEVAScheduledBillRateIsDailyRate Indicates whether the scheduled bill rate is a daily rate.
EvA Time Period IDEVATimePeriodID The time period to which the estimates versus actuals numbers relate.
EvA Time Period NameEVATimePeriodName The name of the time period.
EvA Time Period TypeEVATimePeriodType The type of time period this time span represents.
Exclude from BillingExcludeFromBillingGIndicates whether the Milestone, Expense, Timecard, or Miscellaneous Adjustment have been excluded from billing generation.
Expense BilledExpenseBilled  Indicates whether the expense has been charged to the project or customer.
Expense Budget Allocation IDExpenseBudgetAllocationID Identifier of the budget allocation for the estimate.
Expense Budget Allocation NameExpenseBudgetAllocationName Name of the budget allocation for the estimate.
Expense Lost ReceiptExpenseLostReceipt Enables users to submit expenses without receipt attachments even if receipt attachments are required.
Expense NumberExpenseNumberDThe number of the expense record to which the group of receipt attachments belong.
Expense Rate UnitExpenseRateUnit Unit of measurement to use for an expense rate.
Expense TypeExpenseType The type of expense, such as Business Meals, Car Rental, Taxi.
Has ProjectHasProjectG

Indicates whether an estimate or resource request record is associated with a project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Include In FinancialsIncludeInFinancialsG

Derived from the following objects:

  • Expense
  • Milestone
  • Misc Adjustments

Indicates whether the expense is to be included in the financial roll-up to the project and RPGs.

Is Milestone LateIsMilestoneLateCSee Calculated Fields.
Is Resource ActiveIsResourceActive 

Derived from the Resource (Contact) object in the Project Reporting dataset.

Indicates whether this is an active resource that can be assigned to projects. See PSA Resource Fields.

Is ResourceIsResource 

Derived from the Resource (Contact) object in the Project Reporting dataset.

Indicates whether this contact is a PSA resource. See PSA Resource Fields.

Master Project IDProjectMasterProjectIdG

The identifier of the highest project in the hierarchy.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Master Project NameProjectMasterProjectNameG

The name of the highest project in the hierarchy.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Milestone BilledMilestoneBilled Indicates whether the milestone has been charged to the project or customer.
Milestone Budget Allocation IDMilestoneBudgetAllocationID Identifier of the budget allocation for the milestone.
Milestone Budget Allocation NameMilestoneBudgetAllocationName Name of the budget allocation for the milestone.
Milestone IDMilestoneId 

The identifier of the Milestone.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Milestone NameMilestoneNameD, G

The name of the Milestone.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Milestone Override Project GroupMilestoneOverrideProjectGroup 

The name of the group selected as the override project group on the milestone.

Milestone Override Project PracticeMilestoneOverrideProjectPractice The name of the practice selected as the override project practice on the milestone.
Milestone Override Project RegionMilestoneOverrideProjectRegion The name of the region selected as the override project region on the milestone.
Milestone Source Milestone IDMilestoneSourceMilestoneID System-generated identifier of the templated milestone.
Milestone Source Milestone NameMilestoneSourceMilestoneName The name of the templated milestone.
Milestone StatusMilestoneStatus The status of the milestone.
Misc Adjustment ApprovedMiscAdjApproved Indicates whether the miscellaneous adjustment is approved.
Misc Adjustment BilledMiscAdjBilled Indicates whether the miscellaneous adjustment has been charged to the project or customer.
Misc Adjustment Budget Allocation IDMiscAdjustmentBudgetAllocationID Identifier of the budget allocation for the miscellaneous adjustment.
Misc Adjustment Budget Allocation NameMiscAdjustmentBudgetAllocationName Name of the budget allocation for the miscellaneous adjustment.
Misc Adjustment DescriptionMiscAdjDescription Description of the transaction.
Misc Adjustment InvoicedMiscAdjInvoiced Indicates the miscellaneous adjustment has been invoiced.
Misc Adjustment NameMiscAdjName Name of the miscellaneous adjustment.
Misc Adjustment Override Project GroupMiscAdjustmentOverrideProjectGroup The name of the group selected as the override project group on the miscellaneous adjustment.
Misc Adjustment Override Proj PracticeMiscAdjustmentOverrideProjectPractice The name of the practice selected as the override project practice on the miscellaneous adjustment.
Misc Adjustment Override Project RegionMiscAdjustmentOverrideProjectRegion The name of the region selected as the override project region on the miscellaneous adjustment.
Misc Adjustment StatusMiscAdjStatus Approval status of the miscellaneous adjustment.
Misc Adjustment Transaction CategoryMiscAdjTransactionCategory Transaction category to which the miscellaneous adjustment applies.
Misc Adjustment Vendor AccountMiscAdjVendorAccount Vendor account to which the miscellaneous adjustment applies.
NameNameD, G

Derived from the following objects:

  • Timecard
  • Task Time
  • Resource (Contact)
  • Milestone
  • Est Vs Actuals
  • Expense
  • Account
  • Miscellaneous Adjustment
  • Budget
  • Project Manager (Contact)
  • Opportunity
  • Assignment
  • Project
Object TypeProjectReportingTypeG

The project reporting type. Available options are:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Expenses
  • Milestones
  • Misc Adjustments
  • Projects
  • Timecards
  • Resource Requests
Opportunity Account Billing CountryOpportunityAccountBillingCountryG

The billing country of the account associated with the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Opportunity Account IndustryOpportunityAccountIndustryG

The industry specified for the account associated with the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Opportunity Account NameOpportunityAccountNameG

The name of the account associated with the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Opportunity Account TypeOpportunityAccountTypeG

The type of account associated with the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Opportunity IDOpportunityIdG

identifier of the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Opportunity NameOpportunityNameG, D

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Opportunity Owner IDOpportunityOwnerIdG

The identifier of the owner of the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Opportunity Owner NameOpportunityOwnerNameG

The name of the owner of the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Opportunity StageOpportunityStageNameG

The stage of the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Parent Project IDProjectParentProjectIdG

The identifier of the project in the next level up in the project hierarchy.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Parent Project NameProjectParentProjectNameD, G

The name of the project in the next level up in the project hierarchy.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Allow Expenses Without AssignmentProjectAllowExpensesWithoutAssignmentG

Enables the entry of timecards and expenses without the resource requiring an assignment.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Allow Self-StaffingProjectAllowSelfStaffingG

Indicates whether resources have permission to create their own assignments for the project. This overrides the staffing permission controls for the project or resource.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Allow Timecards Without AssignmentProjectAllowTimecardsWithoutAssignmentG

Enables the entry of timecards and expenses without the resource requiring an assignment.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project BillableIsProjectBillable Indicates if the project is billable to a customer.
Project Billing TypeProjectBillingType The type of billing, such as Fixed Price or Time and Materials.
Project Closed for Expense EntryProjectClosedForExpenseEntryG

Indicates whether this project is closed for expense entry.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Closed for Time EntryProjectClosedForTimeEntryG

Indicates whether this project is closed for timecard entry.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Company IDProjectCompanyIdG

Lookup to the related Foundations company.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Company NameProjectCompanyNameG

The name of the related Foundations company.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Currency ISO CodeProjectCurrencyIsoCodeG

When working with multiple currencies, allows you to choose a currency to report the project figures in when different from the default currency for your Salesforce org.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Display IDProjectDisplayIdG

The unique "PR-{000000}" field displayed on a Project record.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Engagement IDProjectEngagementIdG

The identifier of the Engagement associated with this project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Projects
  • Timecards
Project Estimate Group ID ChainProjectEstimateGroupIdChainGSystem-generated chain for linking to the group related to the estimate associated with the project.
Project Estimate Group Name XXProjectEstimateGroupNameXXGThe RPG level of the group related to the estimate associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the estimate associated with the project.
Project Estimate Group NameProjectEstimateGroupNameChainGThe name of the group associated with the estimate associated with the project.
Project Estimate IDProjectEstimateIdG

The identifier of the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate NameProjectEstimateNameG

The name of the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Owner IDProjectEstimateOwnerIdG

The identifier of the owner of the estimate from which the project originated.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Owner NameProjectEstimateOwnerNameG

The name of the owner of the estimate from which the project originated.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Practice ID ChainProjectEstimatePracticeIdChainG

System-generated chain for linking to the practice related to the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Practice Name XXProjectEstimatePracticeNameXXG

The RPG level of the practice related to the estimate associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Practice NameProjectEstimatePracticeNameChainG

The name of the practice associated with the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Region ID ChainProjectEstimateRegionIdChainG

System-generated chain for linking to the region related to the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Region Name XXProjectEstimateRegionNameXXG

The RPG level of the region related to the estimate associated with the project, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Estimate Region NameProjectEstimateRegionNameChainG

The name of the region associated with the estimate associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
Project Financial StatusProjectFinancialStatusG

Indicates the current financial status of a project.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Group ID ChainProjectGroupIdChainG

System-generated chain for linking to the group.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Group IDProjectGroupIdG

The identifier of the group related to the project.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Group NameProjectGroupNameChainG

System-generated chain for linking to the group related to the project, formatted in descending hierarchical order.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Group Level XXProjectGroupNameXX The name of a group associated with the project. XX represents a number between 00 and 12, and determines the group's level in the hierarchy of groups associated with the project. 00 is the highest level of group.
Project Group Name (Ascending)ProjectGroupNameChainAscG

System-generated chain for linking to the group related to the project, formatted in ascending hierarchical order.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Group NameProjectGroupNameChain System-generated chain for linking to the group related to the project, formatted in descending hierarchical order.
Project Hierarchy DepthProjectHierarchyDepth The project's level within the project hierarchy.
Project ID ChainProjectIdChain ID for system-generated chain for linking to the project.
Project IDProjectIdG

Unique project identifier assigned by the system.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Is ActiveProjectIsActiveG

Indicates whether this project is active.

This field is derived from the following object types in the Project Reporting dataset

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Is TemplateProjectIsTemplateG

Indicates whether this project is a template.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project LocationProjectLocationGThe location of the project.
Project Manager IDProjectManagerIdG

The identifier of the contact associated with the project.This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects Resource Requests
  • Task Time
  • Timecards
Project Manager NameProjectManagerNameD, G

The name of the contact associated with the project.This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Name ChainProjectNameChainG

Name of system-generated chain for linking to the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project NameProjectNameD, G

The name of the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity Account IDProjectOpportunityAccountId System-generated identifier of the account associated with the opportunity that the project was created from.
Project Opportunity Account IndustryProjectOpportunityAccountIndustryG

The industry specified for the account associated with the opportunity associated with the project. This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity Account NameProjectOpportunityAccountNameG

The name of the account associated with the opportunity associated with the project. This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity Account TypeProjectOpportunityAccountTypeG

The type of account associated with the opportunity associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity IDProjectOpportunityIdG

The identifier of the opportunity associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity NameProjectOpportunityNameG

The name of the opportunity associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity Owner IDProjectOpportunityOwnerIdG

The identifier of the contact who owns the related opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity Owner NameProjectOpportunityOwnerNameG

The name of the contact who owns the related opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity StageProjectOpportunityStageNameG

The stage of the related opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Owner IDProjectOwnerIdG

The identifier of the project owner.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Owner NameProjectOwnerNameG

The name of the project owner.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est Vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project PhaseProjectPhaseG

Current phase of the project.This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Practice ID ChainProjectPracticeIdChainG

System-generated chain for linking to the Practice.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Practice IDProjectPracticeIdG

The identifier of the practice to which the project actuals roll up to.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Practice Name (Ascending)ProjectPracticeNameChainAscG

System-generated chain for linking to the practice related to the project, formatted in ascending hierarchical order.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Practice NameProjectPracticeNameChainG

System-generated chain for linking to the practice related to the project, formatted in descending hierarchical order.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Pre-Bill TypeProjectPreBillTypeG

The type of pre-billing selected for the project. This indicates whether the customer has been pre-billed for a part of the budget or all of it.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Recognition MethodProjectRecognitionMethodG

Recognition method to apply to this record for Revenue Forecasting.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Record TypeProjectRecordTypeName The type of project record.
Project Region ID ChainProjectRegionIdChainG

System-generated chain for linking to the region.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Region IDProjectRegionIdG

Lookup to the related region to which the project actuals roll up to.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Region Level XXProjectRegionNameXX The name of a region associated with the project. XX represents a number between 00 and 12, and determines the region's level in the hierarchy of region associated with the project. 00 is the highest level of region.
Project Region Name (Ascending)ProjectRegionNameChainAscG

System-generated chain for linking to the region related to the project, formatted in ascending hierarchical order.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Region NameProjectRegionNameChainG

System-generated chain for linking to the region related to the project, formatted in descending hierarchical order.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Schedule StatusProjectScheduleStatusG

Indicates whether the project is on schedule.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project Scope StatusProjectScopeStatusG

Indicates the current scope status.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Source Project Template IDProjectSourceTemplateId The identifier of the project template on which the project is based.
Project Source Project Template NameProjectSourceTemplateName The name of the project template on which the project is based.
Project StageProjectStage The current stage of the project.
Project StatusProjectStatusG

Indicates the status of the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Task Assigned ResourcesTaskAssignedResources System generated list of assigned resources. The list is generated from the project task assignment.
Project Task BlockedTaskBlocked Indicates whether the task is blocked.
Project Task CompletedTaskCompleted Indicates whether the task is completed.
Project Task DescriptionTaskDescription Description of the project task.
Project Task Duration UnitsTaskDurationUnits Specifies the units of time used for project tasks.
Project Task IDTaskId System-generated identifier of the project task.
Project Task Name ChainTaskNameChain List of parent task names up to the top-level task.
Project Task NameTaskNameG

The name of the task.This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Task Parent NameTaskParentTaskName The name representing the project task and its children if applicable.
Project Task Parent Task IDTaskParentTask The identifier of the parent task associated with the project task.
Project Task PriorityTaskPriority The current priority of the task.
Project Task Source Project Task IDProjectTaskSourceProjectTaskID The identifier of the templated project task.
Project Task Source Project Task NameProjectTaskSourceProjectTaskName The name of the templated project task.
Project Task StartedTaskStarted Indicates whether the task has been started.
Project Task StatusTaskStatus The status of the project task.
Project Task SummarySummary Indicates whether the task is a summary task.
Project Task WBS Element NumberTaskWBSElementNumber System-generated identifier that links the task to an external task management system.
Project Time CreditedProjectTimeCreditedG

Indicates whether non-billable time are to be credited for utilization.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Time ExcludedProjectTimeExcludedG

Indicates whether non-billable time are to neither count for nor against utilization.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Time Period NameProjectTimePeriodNameG

The name of the Time Period associated with the Project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Time Period TypeProjectTimePeriodTypeG

The type of Time Period associated with the Project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Time ZoneProjectTimeZoneG

The project's time zone. All project task start and end times use this time zone.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project TypeProjectTypeG

Classification of the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
PTA Assignment IDProjectTaskAssignmentAssignmentId The identifier of the assignment related to the project task assignment.
PTA External Resource IDProjectTaskAssignmentExternalResourceId The identifier of the external resource assigned to the project task.
PTA IDProjectTaskAssignmentId The identifier of the project task assignment.
PTA NameProjectTaskAssignmentName The name of the project task assignment.
PTA Project Task IDProjectTaskAssignmentTaskId The identifier of the project task associated with the project task assignment.
PTA Project Task NameProjectTaskAssignmentTaskName The name of the project task associated with the project task assignment.
PTA Resource IDProjectTaskAssignmentResourceId The identifier of the resource associated with the project task.
PTA Resource NameProjectTaskAssignmentResourceName The name of the resource associated with the project task assignment.
PTA Resource Request IDProjectTaskAssignmentResourceRequestId The identifier of the resource request associated with the project task.
PTA Resource Request NameProjectTaskAssignmentResourceRequestName The name of the resource request associated with the project task.
PTA Resource RoleProjectTaskAssignmentResourceRole The resource role associated with the project task.
Record IDRecordIdGThe unique identifier for every record derived from every object used in the Project Reporting dataset.
Resource DepartmentResourceDepartment The department the resource belongs to.
Resource ExternalResourceExternal Indicates whether the resource is external.
Resource Group ID ChainResourceGroupIdChain System-generated chain for linking to the group.
Resource Group IDResourceGroupId Lookup to the group related to the resource.
Resource Group Level XXResourceGroupNameXX The name of a group associated with the resource. XX represents a number between 00 and 12, and determines the group's level in the hierarchy of groups associated with the resource. 00 is the highest level of group.
Resource Group NameResourceGroupNameChain The name of the group related to the resource.
Resource IDResourceId The identifier of the resource.
Resource Mailing CityResourceMailingCity The mailing city portion of the address specified for the resource.
Resource Mailing CountryResourceMailingCountry The mailing country portion of the address specified for the resource.
Resource Mailing StateResourceMailingState The mailing state portion of the address specified for the resource.
Resource NameResourceNameD, G

The name of the resource.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Resource Practice ID ChainResourcePracticeIdChain System-generated chain for linking to the practice.
Resource Practice IDResourcePracticeId Lookup to the practice associated with the resource.
Resource Practice Level XXResourcePracticeNameXX The name of a practice associated with the resource. XX represents a number between 00 and 12, and determines the practice's level in the hierarchy of practices associated with the resource. 00 is the highest level of practice.
Resource Practice NameResourcePracticeNameChain The name of the practice associated with the resource.
Resource Region ID ChainResourceRegionIdChain System-generated chain for linking to the region.
Resource Region IDResourceRegionId Lookup to the region associated with the resource.
Resource Region Level XXResourceRegionNameXX The name of a region associated with the resource. XX represents a number between 00 and 12, and determines the region's level in the hierarchy of regions associated with the resource. 00 is the highest level of region.
Resource Region NameResourceRegionNameChain The name of the region associated with the resource.
Resource RoleResourceRole The role of the resource.
Resource Work CalendarResourceWorkCalendar The work calendar associated with the resource.
RR Assignment IDResourceRequestAssignmentId The ID of the assignment to which the resource request relates.
RR Assignment NameResourceRequestAssignmentName The name of the assignment to which the resource request relates.
RR ExcludedResourceRequestExcludeFromUtilization Indicates whether the resource request is excluded from utilization calculations.
RR Group ID ChainResourceRequestGroupIdChain System-generated chain for linking to the RPG ID related to the Resource Request.
RR Group IDResourceRequestGroupId The ID of the group to which the resource request relates.
RR Group Level XXResourceRequestGroupNameXX The RPG level of the group related to the Resource Request, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the group related to the resource request.
RR Group Name (Ascending)ResourceRequestGroupNameChainAsc System-generated chain for linking to the group related to the Resource Request, formatted in ascending hierarchical order.
RR Group NameResourceRequestGroupNameChain System-generated chain for linking to the group related to the Resource Request, formatted in descending hierarchical order.
RR Minimum RatingResourceRequestPrimarySkillMinimumRating The minimum level of exposure or ability the requested resource must have in the requested skill or certification.
RR NameResourceRequestName The name of the resource request.
RR Owner IDResourceRequestOwnerId The ID of the owner of the resource request.
RR Owner NameResourceRequestOwnerName The name of the owner of the resource request.
RR Practice ID ChainResourceRequestPracticeIdChain System-generated chain for linking to the practice, formatted in descending hierarchical order.
RR Practice IDResourceRequestPracticeId The ID of the practice related to the resource request.
RR Practice Level XXResourceRequestPracticeNameXX The RPG level of the group related to the Resource Request, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the practice related to the resource request.
RR Practice Name (Ascending)ResourceRequestPracticeNameChainAsc System-generated chain for linking to the practice, formatted in ascending hierarchical order.
RR Practice NameResourceRequestPracticeNameChain The name of the practice related to the resource request.
RR Primary Skill IDResourceRequestPrimarySkillId The ID of the primary skill or certification of the resource request.
RR Primary Skill NameResourceRequestPrimarySkillName Name of the skill or certification to add to the request, such as "Java" or "Project Management".
RR PriorityResourceRequestPriority Priority of the resource request.
RR Region ID ChainResourceRequestRegionIdChain System-generated chain for linking to the region, formatted in descending hierarchical order.
RR Region IDResourceRequestRegionId The ID of the region related to the resource request.
RR Region Level XXResourceRequestRegionNameXX The RPG level of the group related to the Resource Request, where XX is a number between 00 and 12. Level 00 represents the highest RPG level of the region related to the resource request.
RR Region Name (Ascending)ResourceRequestRegionNameChainAsc System-generated chain for linking to the region, formatted in ascending hierarchical order.
RR Region NameResourceRequestRegionNameChain The name of the region related to the resource request.
RR Resource HeldResourceRequestResourceHeld Indicates whether the resource is to be reserved for this resource request.
RR Resource IDResourceRequestStafferResourceId The ID of the resource related to the resource request.
RR ResourceResourceRequestStafferResourceNameG

The name of the resource related to the resource request.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
RR RoleResourceRequestRequiredResourceRole The role of the requested resource.
RR SkillsSkillRequest.Skill.Name 

The skill/certification from the resource skill request associated with the resource request.

RR StatusResourceRequestStatus Status of the resource request.
RR Suggested Bill Rate Currency CodeResourceRequestSuggestedBillRateCurrencyCode The currency code of the suggested bill rate for the resource request.
RR Suggested Resource IDResourceRequestSuggestedResourceId The ID of the specific resource that you want to use.
RR Suggested Resource NameResourceRequestSuggestedResourceName Name of a specific resource that you want to use.
Salesforce Resource User IDResourceSalesforceUserId The identifier of the Salesforce user.
Salesforce Resource User Photo URLResourceSalesforceUserPhotoUrl Defines a URL — absolute or relative— that points to the image to use for a resource.
Salesforce Resource UsernameResourceSalesforceUserName The username assigned to the resource.
StatusStatusG

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Timecard BillableTimecardBillable Indicates whether the hours on the timecard can be charged to a customer.
Timecard BilledTimecardBilled Indicates whether the timecard has been charged to the project or customer.
Timecard Budget Allocation IDTimecardBudgetAllocationID System-generated identifier of the budget allocation for the timecard.
Timecard Budget Allocation NameTimecardBudgetAllocationName Name of the budget allocation for the timecard.
Timecard Header Approver IDTimecardHeaderApproverId The User ID of the person who has approved the Timecard. This field is derived from the Timecard object which refers to the User object in the Project Reporting dataset.
Timecard Header Approver NameTimecardHeaderApproverNameDThe name of the person who has approved the Timecard. This field is derived from the Timecard object type in the Project Reporting dataset.
Timecard Header IDTimecardHeaderId System-generated identifier for the timecard.
Timecard Header NameTimecardHeaderName The name of the timecard.
Timecard StatusTimecardStatus The current status of the timecard.
Project Reporting Date Fields
Field TypeField LabelField API Name Description
DateAssignment Created DateAssignmentCreatedDate The date the assignment was created.
Assignment End DateAssignmentEndDate The scheduled end date of the assignment schedule.
Assignment Start DateAssignmentStartDate The start date of the assignment schedule.
Billing DateBillingDateG

Billing date, which varies depending on the record type, as follows:

  • For Timecards, the billing date is the timecard split bill date field.
  • For Expenses, the billing date is the bill date field.
  • For Misc. Adjustments, the billing date is the bill date field.
  • For Milestones, the billing date is the bill date field.
  • For Estimates Vs. Actuals, the billing date is the end date field.
Budget Bill DateBudgetBillingDate The bill date for the budget.
Budget Effective DateBudgetEffectiveDate The date the budget becomes effective.
End DateEndDateG

The date that work recorded against the record is scheduled to end. Values are derived from the following objects:

  • Timecards
  • Expenses
  • Budget
  • Miscellaneous Adjustment
  • Projects
  • Milestones
  • Est Vs Actuals
  • Assignment

See Calculated Fields for more information on how this field is calculated on the Milestone object.

Est Role Request End DateEstimateRoleRequestEndDate The date the role request for the estimate ends.
Est Role Request Start DateEstimateRoleRequestStartDate The date the role request for the estimate starts.
Estimate Created DateEstimateCreatedDate The date the estimate was created.
Estimate End DateEstimateEndDate The end date of the estimate.
Estimate Start DateEstimateStartDate The start date of the estimate.
Estimate Task End DateEstimateTaskEndDate The date this estimate task ends.
Estimate Task Start DateEstimateTaskStartDate The date this estimate task starts.
EvA Assignment End DateEVAAssignmentEndDate The end date of the EvA assignment.
EvA End DateEVAEndDate The end date of the time period of the report.
EvA Start DateEVAStartDate The start date of the time period of the report.
EvA Time Period End DateEVATimePeriodEndDate The end date of the time period associated with the estimates versus actuals numbers.
Eva Time Period Start DateEVATimePeriodStartDate The start date of the time period associated with the estimates versus actuals numbers.
Expense DateExpenseDate The date of the expense.
Milestone Actual DateMilestoneActualDate The actual date of completion of the milestone.
Milestone Bill DateMilestoneBillDate The date of billing of the milestone.
Milestone Start DateMilestoneStartDate The start date of the milestone.
Milestone Target DateMilestoneTargetDate Target date for completion of the milestone.
Misc Adjustment Bill DateMiscAdjBillDate The bill date for the miscellaneous adjustment.
Misc Adjustment Effective DateMiscAdjEffectiveDate The date the miscellaneous adjustment is effective from.
Misc Adjustment Invoice DateMiscAdjInvoiceDate The date of invoice for the miscellaneous adjustment.
Opportunity Close DateOpportunityCloseDateG

The closing date of the opportunity.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Project End DateProjectEndDateG

The scheduled end date of the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Opportunity Close DateProjectOpportunityCloseDateG

The close date of the opportunity associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Start DateProjectStartDateG

The scheduled start date of the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Task Actual End DateTaskActualEndDate The actual end date of the project.
Project Task Actual Start DateTaskActualStartDate The actual start date of the project.
Project Task End DateTaskEndDate The end date of the project task.
Project Task Parent Task End DateTaskParentTaskEndDate The end date of the parent task associated with the project task.
Project Task Parent Task Start DateTaskParentTaskStartDate The start date of the parent task associated with the project task.
Project Task Start DateTaskStartDate The date that work for the task is projected to start on.
Project Time Period End DateProjectTimePeriodEndDateG

The end date of the time period associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
Project Time Period Start DateProjectTimePeriodStartDateG

The start date of the time period associated with the project.

This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Task Time
  • Timecards
PTA End DateProjectTaskAssignmentEndDate The end date of the project task assignment.
PTA Start DateProjectTaskAssignmentStartDate The start date of the project task assignment.
Resource Last DateResourceLastDate The last date of employment of the resource.
Resource Start DateResourceStartDate The date that the resource commenced employment.
RR Created DateResourceRequestCreatedDate The date the resource request was created on.
RR End DateResourceRequestEndDate The estimated end date of the resource request.
RR Start DateResourceRequestStartDate The estimated start date for the resource request.
Start DateStartDateG

The start date of the project. This field is derived from the following object types in the Project Reporting dataset:

  • Assignments
  • Budget
  • Est vs Actuals
  • Estimate Role Requests
  • Estimate Tasks
  • Estimates
  • Expenses
  • Milestones
  • Misc Adjustments
  • Project Task Assignments
  • Project Tasks
  • Projects
  • Resource Requests
  • Timecards
Timecard Bill DateTimecardBillDate The date the timecard split was charged to the project or customer.
Timecard End DateTimecardEndDate The end date of the week covered by the timecard.
Timecard Header End DateTimecardHeaderEndDateGThe end date of the week for the timecard header associated with the timecard split.
Timecard Header Start DateTimecardHeaderStartDateGThe start date of the timecard header associated with the timecard split.
Timecard Start DateTimecardStartDate The start date of the week covered by the timecard.

Default Fields

Where no value is available for the following fields, "N/A" is displayed in the lenses or dashboards in which they occur:

  • Assignment Location
  • Budget Status
  • Budget Type
  • EvA Time Period Name
  • EvA Time Period Type
  • Expense Number
  • Expense Rate Unit
  • Expense Type
  • Is Resource
  • Is Resource Active
  • Milestone Name
  • Milestone Status
  • Misc Adjustment Approved
  • Misc Adjustment Bill Date
  • Misc Adjustment Description
  • Misc Adjustment Effective Date
  • Misc Adjustment Invoice Date
  • Misc Adjustment Invoiced
  • Misc Adjustment Name
  • Misc Adjustment Status
  • Misc Adjustment Transaction Category
  • Misc Adjustment Vendor Account
  • Resource Department
  • Resource External
  • Resource Group Name
  • Resource Name
  • Resource Practice Name
  • Resource Region Name
  • Resource Role
  • Resource Work Calendar
  • Timecard Billable
  • Timecard Status