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Insights Attributes, Metrics, and Facts

 

This article contains all of the factsattributes, and metrics used in Kantata Insights. If you would like to view the metric, attribute, or fact table in a spreadsheet, you can expand then copy the table and paste it into your spreadsheet program of choice.

  • Fact—The raw, numeric data elements that can be aggregated by attributes.
  • Attribute—The qualitative, categorical data that is used to aggregate reports; attributes are the how of reporting and are commonly used for dates, project, user IDs, etc.
  • Metric—The numerical values and calculations that appear in reports; metrics are the what of reporting and are commonly used for fees, actual hours, etc.

Metrics

Name Description Folder MAQL
Availability: Allocated %, All Resources Calculates percentage of available time. (Workday Hours - Allocated Hours) ÷ Workday Hours. Workday and Capacity SELECT Availability: Allocated Hours, All Resources/ͺWorkday Time in Hours by user, without pf
Availability: Allocated %, Named Resources Calculates percentage of available time. (Workday Hours - Named Allocated Hours) ÷ Workday Hours. Allocated hours excluding unnamed resources. Workday and Capacity SELECT Availability: Allocated Hours, Named Resources Only / ͺWorkday Time in Hours by user, without pf
Availability: Allocated Hours Calculates remaining available hours. Workday Hours - Allocated Hours. Workday and Capacity SELECT Workday Hours - IFNULL(Hours Allocated,0)
Availability: Allocated Hours, All Resources Calculates remaining available hours. Workday Hours - Allocated Hours. Workday and Capacity SELECT ͺWorkday Time in Hours by user, without pf - IFNULL(ͺAllocation Hours: Hard without pf,0) - IFNULL(ͺAllocation Hours: Soft without pf,0) - IFNULL(Hours Allocated: Unstaffed Demand,0)
Availability: Allocated Hours, Hard Allocations Only Calculates remaining available hours. Workday Hours - Hard Allocated Hours. Workday and Capacity SELECT ͺWorkday Time in Hours by user, without pf - IFNULL(ͺAllocation Hours: Hard without pf,0)
 
Availability: Allocated Hours, Named Resources Only Calculates remaining available hours based on allocated hours (excludes unnamed resources). Workday Hours - Named Allocated Hours. Workday and Capacity SELECT ͺWorkday Time in Hours by user, without pf - IFNULL(ͺAllocation Hours: Hard without pf,0) - IFNULL(ͺAllocation Hours: Soft without pf,0)
Availability: Scheduled % Calculates percentage of available time. (Workday Hours - Scheduled Hours) ÷ Workday Hours. Workday and Capacity select ifnull(ͺAvailability: Hours by User,0)/Workday Hours by User
Availability: Scheduled Hours Calculates remaining available hours. Workday Hours - Scheduled Hours. Workday and Capacity select Workday Hours - ifnull(Hours Scheduled,0)
Bill Rate: Allocations Calculates effective allocation bill rate. Fees Allocated ÷ Hours Allocated. Rates SELECT Fees Allocated / Hours Allocated
Bill Rate: Time Entries, Billable Calculates effective time entry bill rate on billable time. Fees Actual ÷ Hours Actual: Billable. Rates SELECT Fees Actual / Hours Actual: Billable
Bill Rate: Time Entries, Non-Billable & Billable Calculates effective time entry bill rate on all time (including non-billable time, which decreases the effective bill rate). Fees Actual ÷ Hours Actual. Rates Select Fees Actual/Hours Actual
Cost Actual Calculates user cost from time entries. User Cost Rate × Hours Actual. Cost select sum(Time Entry: Cost In Cents/Currency: Base Unit)
Cost Actual + Expenses: Non-Billable Calculates user cost from time entries and adds non-billable expenses. Cost select ifnull(Cost Actual,0) + ifnull(Expenses: Non-Billable,0)
Cost Actual: Billable Calculates user cost from billable time entries. Cost select sum(Time Entry: Cost In Cents/Currency: Base Unit) where Time Entry: Billable='?'
Cost Actual: Non-Billable Calculates user cost from non-billable time entries. Cost select sum(Time Entry: Cost In Cents/Currency: Base Unit) where Time Entry: Billable='?'
Cost Allocated Calculates user cost from Resource Center allocations. Cost SELECT SUM(Resource Allocation Day: Cost In Cents)/100
Cost EAC: Allocated + Non-Billable Expenses Calculates cost estimate at completion. Cost Actual + Cost ETC: Allocated + Non-Billable Expenses. Cost SELECT IFNULL(Cost Actual,0) + IFNULL(Cost ETC: Allocated,0) + ifnull(Expenses: Non-Billable,0)
Cost EAC: Scheduled Calculates cost estimate at completion. Cost Actual + Cost ETC: Scheduled. Cost SELECT IFNULL(Cost Actual,0) + IFNULL(Cost ETC: Scheduled, Open Tasks,0)
Cost EAC: Scheduled + Non-Billable Expenses Calculates cost estimate at completion. Cost Actual + Cost ETC: Scheduled + Non-Billable Expenses. Cost SELECT IFNULL(Cost Actual,0) + IFNULL(Cost ETC: Scheduled, Open Tasks,0) + ifnull(Expenses: Non-Billable,0)
Cost ETC: Allocated Calculates future cost from allocations starting tomorrow. Cost SELECT IFNULL(sum(Cost Allocated),0) where Date (Shared) >= This
Cost ETC: Scheduled, Open Tasks Calculates future cost from schedules starting tomorrow, and filters out scheduled cost from completed tasks. Cost select ifnull(sum(Resource Schedule Day: Cost Amount in Cents/Currency: Base Unit),0) where Date (Resource Schedule Date) >= This and Task: Current Status != '?'
Cost Scheduled Calculates user cost from schedules against tasks. Cost select ifnull(sum(Resource Schedule Day: Cost Amount in Cents/Currency: Base Unit),0)
Cost Scheduled: Billable Calculates user cost from schedules against billable tasks. Margin and Cost  
Date: Earliest Allocation (MM/DD/YY) Displays the earliest date from a resource allocation using the MM/DD/YY date format. Dates SELECT MIN( ((SELECT ((SELECT MIN(Month (Shared))*10000 + MIN(Day of Month (Shared))*100 + MIN(Year (Shared))-2000 BY Resource Allocation Day: ID)) WHERE Date (Shared) = MIN(((SELECT MIN(Date (Shared)) BY Resource Allocation Day: ID))) )) )
Date: Earliest Schedule (MM/DD/YY) Displays the earliest date from a schedule using the MM/DD/YY date format. Dates SELECT MIN( ((SELECT ((SELECT MIN(Month (Shared))*10000 + MIN(Day of Month (Shared))*100 + MIN(Year (Shared))-2000 BY Resource Schedule Day: ID)) WHERE Date (Shared) = MIN(((SELECT MIN(Date (Shared)) BY Resource Schedule Day: ID))) )) )
Date: Earliest Task Start Date (MM/DD/YY) Displays the earliest task start date using the MM/DD/YY date format. Dates SELECT MIN( ((SELECT ((SELECT MIN(Month (Task Start))*10000 + MIN(Day of Month (Task Start))*100 + MIN(Year (Task Start))-2000 BY Task)) WHERE Date (Task Start) = MIN(((SELECT MIN(Date (Task Start)) BY Task WHERE Date (Task Start) != ''))) )) )
Date: Earliest Time Entry (MM/DD/YY) Displays the earliest date from a time entry using the MM/DD/YY date format. Dates SELECT MIN( ((SELECT ((SELECT MIN(Month (Shared))*10000 + MIN(Day of Month (Shared))*100 + MIN(Year (Shared))-2000 BY Time Entry: ID)) WHERE Date (Shared) = MIN(((SELECT MIN(Date (Shared)) BY Time Entry: ID))) )) )
Date: Latest Allocation (MM/DD/YY) Displays the latest date from a resource allocation using the MM/DD/YY date format. Dates SELECT MAX( ((SELECT ((SELECT MAX(Month (Shared))*10000 + MAX(Day of Month (Shared))*100 + MAX(Year (Shared))-2000 BY Resource Allocation Day: ID)) WHERE Date (Shared) = MAX(((SELECT MAX(Date (Shared)) BY Resource Allocation Day: ID))) )) )
Date: Latest Schedule (MM/DD/YY) Displays the latest date from a schedule using the MM/DD/YY date format. Dates SELECT MAX( ((SELECT ((SELECT MAX(Month (Shared))*10000 + MAX(Day of Month (Shared))*100 + MAX(Year (Shared))-2000 BY Resource Schedule Day: ID)) WHERE Date (Shared) = MAX(((SELECT MAX(Date (Shared)) BY Resource Schedule Day: ID))) )) )
Date: Latest Task Due Date (MM/DD/YY) Displays the latest task due date using the MM/DD/YY date format. Dates SELECT MAX( ((SELECT ((SELECT MAX(Month (Task Due))*10000 + MAX(Day of Month (Task Due))*100 + MAX(Year (Task Due))-2000 BY Task)) WHERE Date (Task Due) = MAX(((SELECT MAX(Date (Task Due)) BY Task WHERE Date (Task Due) != ''))) )) )
Date: Latest Time Entry (MM/DD/YY) Displays the latest date from a time entry using the MM/DD/YY date format. Dates SELECT MAX( ((SELECT ((SELECT MAX(Month (Shared))*10000 + MAX(Day of Month (Shared))*100 + MAX(Year (Shared))-2000 BY Time Entry: ID)) WHERE Date (Shared) = MAX(((SELECT MAX(Date (Shared)) BY Time Entry: ID))) )) )
Date: Project Due Date (MM/DD/YY) Displays the project due date using the MM/DD/YY date format. Dates SELECT IF Date (Project Due) != '' THEN SUM (( SELECT SUM(MAX(Month (Project Due))*10000 +MAX (Day of Month (Project Due))*100 +SUM (MAX(Year (Project Due))-2000)))) ELSE 0 END BY Date (Project Due),Project, ALL OTHER
Date: Project Start Date (MM/DD/YY) Displays the project start date using the MM/DD/YY date format. Dates SELECT IF Date (Project Start) != '' THEN SUM (( SELECT SUM(MAX(Month (Project Start))*10000 +MAX (Day of Month (Project Start))*100 +SUM (MAX(Year (Project Start))-2000)))) ELSE 0 END BY Date (Project Start),Project, ALL OTHER
Dynamic Input: [Detect Boolean A] Detects the selection of the Boolean A Dynamic Input Attribute and translates the 1st and 2nd Options into the values of 1 and 2 respectively. Dates SELECT IFNULL(((SELECT COUNT(Dynamic Input: Boolean A) WHERE Dynamic Input: Boolean A = '?')),0) + IFNULL(((SELECT COUNT(Dynamic Input: Boolean A)*2 WHERE Dynamic Input: Boolean A = '?')),0) BY ALL OTHER EXCEPT Dynamic Input: Boolean A
Dynamic Input: [Detect Boolean B] Detects the selection of the Boolean B Dynamic Input Attribute and translates the 1st and 2nd Options into the values of 1 and 2 respectively. Dates SELECT IFNULL(((SELECT COUNT(Dynamic Input: Boolean B) WHERE Dynamic Input: Boolean B = '?')),0) + IFNULL(((SELECT COUNT(Dynamic Input: Boolean B)*2 WHERE Dynamic Input: Boolean B = '?')),0) BY ALL OTHER EXCEPT Dynamic Input: Boolean B
Dynamic Input: [Detect Option] Detects the selection of the Option Dynamic Input and translates the 1st, 2nd, 3rd, and 4th options into 1, 2, 3, and 4 respectively. Dynamic Inputs SELECT IFNULL(((SELECT COUNT(Dynamic Input: Option)*1 WHERE Dynamic Input: Option = '?')),0) + IFNULL(((SELECT COUNT(Dynamic Input: Option)*2 WHERE Dynamic Input: Option = '?')),0) + IFNULL(((SELECT COUNT(Dynamic Input: Option)*3 WHERE Dynamic Input: Option = '?')),0) + IFNULL(((SELECT COUNT(Dynamic Input: Option)*4 WHERE Dynamic Input: Option = '?')),0) BY ALL OTHER EXCEPT Dynamic Input: Option
Dynamic Input: Date [Max] Detects the maximum value set by a user on a dashboard or report filter for the Dynamic Input Date. Dynamic Inputs select max(Date (Dynamic Input)) by all other except Date (Dynamic Input)
Dynamic Input: Date [Min] Detects the minimum value set by a user on a dashboard or report filter for the Dynamic Input Date. Dynamic Inputs select min(Date (Dynamic Input)) by all other except Date (Dynamic Input)
Expenses Calculates sum of all expenses logged to a project or task. Expenses SELECT SUM(Expense: Amount In Cents/Currency: Base Unit)
Expenses: Approved Calculates sum of approved expenses. Expenses SELECT SUM(Expense: Amount In Cents/Currency: Base Unit) where Expense: Status = '?'
Expenses: Billable, Fixed Fee Calculates sum of billable expenses on fixed fee tasks. Expenses select IFNULL(Invoice Amount: Expenses, Unpaid,0) + IFNULL(Invoice Amount: Expenses, Paid,0) + IFNULL(Expenses: Uninvoiced,0) where Task: Fixed Fee=true
Expenses: Billable, T&M Calculates sum of billable expenses on T&M tasks. Expenses select IFNULL(Invoice Amount: Expenses, Unpaid,0) + IFNULL(Invoice Amount: Expenses, Paid,0) + IFNULL(Expenses: Uninvoiced,0) where Expense: Billable='?' and Task: Fixed Fee!='?'
Expenses: Invoiced Calculates sum of expenses that have been invoiced. Expenses select sum(Expense: Amount In Cents/Currency: Base Unit) where Invoice != '?'
Expenses: Non-Billable Calculates sum of non-billable expenses. Expenses select IFNULL(Invoice Amount: Expenses, Unpaid,0) + IFNULL(Invoice Amount: Expenses, Paid,0) + IFNULL(Expenses: Uninvoiced,0) where Expense: Billable='?'
Expenses: Pending Approval Calculates sum of expenses that are not yet approved. Expenses SELECT SUM(Expense: Amount In Cents/Currency: Base Unit) where Expense: Status = '?'
Expenses: Rejected Calculates sum of rejected expenses. Expenses SELECT SUM(Expense: Amount In Cents/Currency: Base Unit) where Expense: Status = '?'
Expenses: Uninvoiced Calculates sum of expenses that are not yet associated with an invoice. Expenses select sum(Expense: Amount In Cents/Currency: Base Unit) where Invoice = '?'
Expenses: Unsubmitted Calculates sum of expenses that are not yet submitted for approval. Expenses SELECT SUM(Expense: Amount In Cents/Currency: Base Unit) where Expense: Status = '?' and Expense: Requires Approval = '?'
Fees Actual Calculates sum of all actual fees (Billable Hours × Bill Rate) from time entries. Fees select sum(Time Entry: Fees In Cents/Currency: Base Unit)
Fees Actual [FX] Calculates sum of actual fees if they were converted from the original project currency into a new currency. Fees SELECT SUM(SELECT Fees Actual * FX Rate by Currency BY Currency, Date (Shared))
Fees Actual: Fixed Fee Tasks Calculates sum of actual fees logged to tasks with a fixed fee billing mode. Fees select sum(Time Entry: Fees In Cents/Currency: Base Unit) where Task: Fixed Fee='?'
Fees Actual: Invoiced, Paid Calculates sum of actual fees that appear on an invoice. Fees select sum(Time Entry: Fees In Cents/Currency: Base Unit) where Invoice: Payment Status='?'
Fees Actual: Invoiced, Unpaid Calculates sum of actual fees that have been invoiced, yet the invoice has not yet been paid. Fees select sum(Time Entry: Fees In Cents/Currency: Base Unit) where Invoice: Payment Status='?'
Fees Actual: T&M Tasks Calculates sum of actual fees logged to tasks with a T&M billing mode. Fees select sum(Time Entry: Fees In Cents/Currency: Base Unit) where Time Entry: Billable='?' and Task: Fixed Fee!='?'
Fees Actual: T&M Tasks, Uninvoiced Calculates sum of actual fees logged to tasks with a T&M billing mode that do not appear on an invoice. Fees select sum(Time Entry: Fees In Cents/Currency: Base Unit) where Invoice='?' and Task: Fixed Fee!='?'
Fees Allocated Calculates sum of allocated fees (Hours Allocated × Bill Rate) from allocations within Resource Center. Fees SELECT SUM(Resource Allocation Day: Fees In Cents)/100
Fees Allocated: Billable Projects Calculates sum of allocated fees from projects with the billing mode default set to billable. Fees SELECT Fees Allocated WHERE Project: Billable Default = '?'
Fees EAC: Scheduled, Billable Calculates fees estimate at completion (EAC) using actual fees to date + future scheduled, billable fees. Fees select sum(ifnull(Fees Actual,0) + ifnull(Fees ETC: Scheduled, Billable,0))
Fees ETC: Allocated, Billable Calculates fees estimate to completion (ETC) using future allocated, billable fees. Fees select sum(Resource Allocation Day: Fees In Cents/100) where Project: Billable Default='?' and Date (Shared)>= This
Fees ETC: Scheduled, Billable Calculates fees estimate to completion (ETC) using future scheduled, billable fees. Fees select sum(Resource Schedule Day: Bill Amount in Cents/Currency: Base Unit) where Task: Billable='?' and Date (Resource Schedule Date)>= This and Task: Current Status != '?'
Fees Scheduled Calculates sum of all scheduled fees (Hours Scheduled × Bill Rate) scheduled to tasks within Project Resourcing. Fees select sum(Resource Schedule Day: Bill Amount in Cents/Currency: Base Unit)
Fees Scheduled: Billable Tasks Calculates sum of scheduled fees on billable tasks. Fees select sum(Resource Schedule Day: Bill Amount in Cents/Currency: Base Unit) where Task: Billable='?'
Fees Scheduled: Fixed Fee Tasks Calculates sum of scheduled fees logged to tasks with a fixed fee billing mode. Fees select sum(Resource Schedule Day: Bill Amount in Cents/Currency: Base Unit)where Task: Fixed Fee=true
Fees Scheduled: Non-Billable Tasks Calculates sum of scheduled fees on non-billable tasks. Fees select sum(Resource Schedule Day: Bill Amount in Cents/Currency: Base Unit) where Task: Billable=false
Fees Scheduled: T&M Tasks Calculates sum of scheduled fees logged to tasks with a T&M billing mode. Fees select sum(Resource Schedule Day: Bill Amount in Cents/Currency: Base Unit)where Task: Fixed Fee!='?'
Fees: Invoiced Calculates the total amount of fees (Billable Time Entries × Bill Rate) that have been invoiced. Fees select sum(Time Entry: Fees In Cents/Currency: Base Unit) where Invoice!='?'
Filter: Projects by Organization Used in reports to filter projects by their related organization. Add a numeric range report filter, select the Project ID attribute, and select where this metric is greater than 0. Filters select if ͺIs Organization Filtered?=1 then (select ifnull((select count(ͺOrganization Pair ID,ͺOrganization Pair to Project ID)),0)) else 1 end
Filter: Projects by Project Group Used in reports to filter projects by their related project group. Add a numeric range report filter, select the Project ID attribute, and select where this metric is greater than 0. Filters select if ͺIs Project Group Filtered?=1 then (select ifnull((select count(Group,ͺProject to Group ID)),0)) else 1 end
Filter: Projects by User Participation Used in reports to filter projects by participating users. Add a numeric range report filter, select the Project ID attribute, and select where this metric is greater than 0. Filters select if ͺIs Project Filtered?=1 then (select ifnull((select count(Project,Project Participation: ID)),0)) else 1 end
Filter: Tasks by Project Used in reports to filter tasks by the project they belong to if no other task-level metrics are included in the report. Add a numeric range report filter, select the Task ID attribute, and select where this metric is greater than 0. Filters select if ͺIs Project Filtered?=1 then (select ifnull((select count(Project,ͺRecords of Task Fact)),0)) else 1 end
Filter: Tasks by Tag Used in reports to filter tasks by their related tag. Add a numeric range report filter, select the Task ID attribute, and select where this metric is greater than 0. Filters Select IF ͺIs Tag Filtered? = 1 Then (Select Ifnull ((Select count(Task Tag: Name,Task Tag: ID)),0)) Else 1 End
Filter: Tasks by User Assignment Used in reports to filter tasks by their related assigned tasks. Add a numeric range report filter, select the Task ID attribute, and select where this metric is greater than 0. Filters select if ͺIs User Filtered?=1 then (select ifnull((select count(User,ͺRecords of Assignment Fact)),0)) else 1 end
Filter: Users by Organization Used in reports to filter users by their related organization. Add a numeric range report filter, select the Project ID attribute, and select where this metric is greater than 0. Filters select if ͺIs Organization Filtered?=1 then (select ifnull((select count(ͺOrganization Pair ID,ͺOrganization Pair to User ID)),0)) else 1 end
Filter: Users by User Skill Name Used in reports to filter users by their related skill. Add a numeric range report filter, select the User ID attribute, and select where this metric is greater than 0. Filters Select IF ͺIs User Skill Name Filtered? = 1 Then (Select Ifnull ((Select count(User,User Skill: ID)),0)) Else 1 End
Flag: Expense Approval Status Confirms if an expense has been approved. Flags select if Expense: Approval Flag = '?' Then 1 Else 0 End
Flag: Expense Billable Confirms if an expense is billable or non-billable. Flags select if Expense: Billable = '?' Then 1 Else 0 End
Flag: Late Time Entry Confirms if a time entry was created more than 7 days from the date performed. Flags SELECT IF (Day of Week (Sun-Sat) (Time Entry) = 1 AND SUM(Date (Shared Created)) - SUM(Date (Time Entry)) > 8) OR (Day of Week (Sun-Sat) (Time Entry) = 2 AND SUM(Date (Shared Created)) - SUM(Date (Time Entry)) > 7) OR (Day of Week (Sun-Sat) (Time Entry) = 3 AND SUM(Date (Shared Created)) - SUM(Date (Time Entry)) > 6) OR (Day of Week (Sun-Sat) (Time Entry) = 4 AND SUM(Date (Shared Created)) - SUM(Date (Time Entry)) > 5) OR (Day of Week (Sun-Sat) (Time Entry) = 5 AND SUM(Date (Shared Created)) - SUM(Date (Time Entry)) > 4) OR (Day of Week (Sun-Sat) (Time Entry) = 6 AND SUM(Date (Shared Created)) - SUM(Date (Time Entry)) > 3) OR (Day of Week (Sun-Sat) (Time Entry) = 7 AND SUM(Date (Shared Created)) - SUM(Date (Time Entry)) > 2) THEN 0 ELSE 1 END
Flag: Project Overdue Confirms if a project is past due. Flags Select if Date (Project Due) - This < 0 and Project: Current Status Color != '?' then 1 else 0 end
Flag: Task Overdue Confirms if a task is past due. Flags select if Task: Current Status Not in ('?','?','?') and Date (Task Due) < This Then 1 Else 0 End
Flag: Task Status Color Displays the corresponding color of a task's status in a table. (Gray = Not Started, Green = In Progress, Red = On Hold, Blue = Complete) Flags  
Flag: Task Status Name Displays an abbreviation of a task's current status. Flags SELECT CASE WHEN Task: Current Status = '?' THEN 1, WHEN Task: Current Status = '?' THEN 2, WHEN Task: Current Status = '?' THEN 3, WHEN Task: Current Status = '?' THEN 4, WHEN Task: Current Status = '?' THEN 5, WHEN Task: Current Status = '?' THEN 6, WHEN Task: Current Status = '?' THEN 7, WHEN Task: Current Status = '?' THEN 8, WHEN Task: Current Status = '?' THEN 9, WHEN Task: Current Status = '?' THEN 10, WHEN Task: Current Status = '?' THEN 11, WHEN Task: Current Status = '?' THEN 12, WHEN Task: Current Status = '?' THEN 13 ELSE 0 END
Flag: Time Entry Approved Confirms if a time entry has been approved. Flags select if Time Entry: Approved = '?' Then 0 Else 1 End
Flag: Time Entry Billable / Non-Billable Confirms if a time entry is billable or non-billable. Flags  
Flag: Time Entry Requires Approval Confirms if a time entry requires approval. Flags select if Time Entry: Requires Approval = '?' Then 0 Else 1 End
Flag: Time Entry Submitted Confirms if a time entry has been submitted for approval. Flags  
FX Rate Calculates the average FX rate from the account default FX table. Used in converting financial values in Insights. Rates SELECT AVG(FX: Rate) BY Date (Shared), ALL OTHER WHERE FX: Account Default = '?'
FX Rate by Currency Inserts the correct FX rate for the top 35 currencies used by Kantata users: AED, AUD, BRL, CAD, CHF, CLP, CNY, CZK, DKK, EGP, EUR, GBP, HKD, HUF, IDR, ILS, INR, JPY, KRW, MXN, MYR, NOK, NZD, PHP, PKR, PLN, RUB, SAR, SEK, SGD, THB, TRY, TWD, USD, ZAR. Rates SELECT IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 ELSE IF Currency = '?' THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = '?'),0)+COUNT(Currency)*0 END END END END END END END END END END END END END END END END END END END END END END END END END END END END END END END END END
Hours Actual Calculates time entries that have been logged by users. Hours select sum(Time Entry: Time In Minutes)/60
Hours Actual: Approved Calculates time entries that have been approved. Hours select sum(Time Entry: Time In Minutes)/60 where Time Entry: Status = '?'
Hours Actual: Billable Calculates the sum of billable time entries. Hours select sum(Time Entry: Time In Minutes)/60 where Time Entry: Billable='?'
Hours Actual: Non-Billable Calculates the sum of non-billable time entries. Hours select sum(Time Entry: Time In Minutes)/60 where Time Entry: Billable='?'
Hours Actual: Non-Billable, [Admin] & [Internal] Projects Calculates the sum of non-billable time entries from projects titled with [Admin] or [Internal]. Hours Select ifnull(Hours Actual: Non-Billable,0) where Project Name [Project: Name] ilike "[Admin]%" or Project Name [Project: Name] ilike "%[Admin]" or Project Name [Project: Name] ilike "[Internal]%" or Project Name [Project: Name] ilike "%[Internal]" or Description [Project: Description] ilike "%[Admin]%" or Description [Project: Description] ilike "%[Internal]%" or ͺNon-Billable/Non-Productive Groups Detect w/o PTO > 0
Hours Actual: Pending Approval Calculates the sum of time entries awaiting approval. Hours select sum(Time Entry: Time In Minutes)/60 where Time Entry: Status = '?'
Hours Actual: Productive Hours Calculates the sum of time entries excluding projects titled with [Admin] or [Internal]. Hours SELECT IFNULL(Hours Actual,0) - IFNULL(ͺHours Actual: Non-Billable/Non-Productive Projects PTO Only,0) - IFNULL(Hours Actual: Non-Billable, [Admin] & [Internal] Projects,0)
Hours Actual: Rejected Calculates the sum of time entries rejected by the approver. Hours select sum(Time Entry: Time In Minutes)/60 where Time Entry: Status = '?'
Hours Actual: Unsubmitted Calculates the sum of time entries that have yet to be submitted for approval by the user. This only applies to projects that require approvals. Hours select sum(Time Entry: Time In Minutes)/60 where Time Entry: Status = '?' and Project: Requires Time Approvals = '?'
Hours Allocated Calculates hours allocated for a resource via Resource Center. Hours SELECT SUM(Resource Allocation Day: Time in Minutes)/60
Hours Allocated: [PTO] Projects Calculates hours allocated for a resource via Resource Center against projects that contain the characters [PTO]. Hours Select ifnull(Hours Allocated,0) where Project Name [Project: Name] ilike "[PTO]%" or Project Name [Project: Name] ilike "%[PTO]" or Description [Project: Description] ilike "%[PTO]%" or ͺNon-Billable/Non-Productive Groups Detect PTO Only > 0 WITH PF EXCEPT Project: Billable Default
Hours Allocated: Billable Projects Calculates hours allocated for a resource via Resource Center against billable projects. Hours SELECT Hours Allocated WHERE Project: Billable Default = '?'
Hours Allocated: Non-Billable Projects Calculates hours allocated for a resource via Resource Center against non-billable projects. Hours SELECT Hours Allocated WHERE Project: Billable Default = '?'
Hours Allocated: Non-Billable, [Admin] & [Internal] Projects Calculates hours allocated for a resource via Resource Center against projects that contain the characters [Admin] or [Internal]. Hours Select ifnull(Hours Allocated: Non-Billable Projects,0) where Project Name [Project: Name] ilike "[Admin]%" or Project Name [Project: Name] ilike "%[Admin]" or Project Name [Project: Name] ilike "[Internal]%" or Project Name [Project: Name] ilike "%[Internal]" or Description [Project: Description] ilike "%[Admin]%" or Description [Project: Description] ilike "%[Internal]%" or ͺNon-Billable/Non-Productive Groups Detect w/o PTO > 0
Hours Allocated: Unstaffed Demand Calculates hours allocated for an unnamed resource via Resource Center. Hours SELECT SUM( ((SELECT ((SELECT Hours Allocated WHERE Resource Allocation Day: Type = '?' )) + ((SELECT COUNT(Project: Title)*0 WITH PF EXCEPT Project)) BY Project: Title )) ) WITHOUT PF EXCEPT Project: Title, Resource: Default Role Title, Resource: Title, Resource: Project Title, Date (Shared), Group, Project: Current Status Color
Hours EAC: Actual + Allocated Calculates hours estimated at completion based on "Actual Hours + Future Allocated Hours (via Resource Center)". Hours SELECT IFNULL(Hours Actual,0) + IFNULL(Hours ETC: Allocated,0)
Hours EAC: Actual + Scheduled Calculates hours estimated at completion based on "Actual Hours + Future Scheduled Hours (via Project Resourcing)". Hours SELECT IFNULL(Hours Actual,0) + IFNULL(Hours ETC: Scheduled,0)
Hours ETC: Allocated Calculates future allocated hours (via Resource Center). Hours select Hours Allocated where Date (Shared) >= THIS
Hours ETC: Scheduled Calculates future scheduled hours (via Project Resourcing) on tasks that have not been completed. Hours select sum(Resource Schedule Day: Time in Minutes)/60 where Date (Shared) > THIS and Task: Current Status !='?'
Hours Scheduled Calculates hours scheduled for a resource (via Project Resourcing). Hours select sum(Resource Schedule Day: Time in Minutes)/60
Hours Scheduled: Billable Calculates hours scheduled for a resource (via Project Resourcing) for billable tasks. Hours select sum(Resource Schedule Day: Time in Minutes)/60 where Task: Billable='?'
Hours Scheduled: Non-Billable Calculates hours scheduled for a resource via Project Resourcing for non-billable tasks. Hours select sum(Resource Schedule Day: Time in Minutes)/60 where Task: Billable='?'
Hours Scheduled: Non-Billable, [Admin] & [Internal] Projects Calculates hours scheduled for a resource via Project Resourcing against projects that contain the characters [Admin] or [Internal]. Hours Select ifnull(Hours Scheduled: Non-Billable,0) where Project Name [Project: Name] ilike "[Admin]%" or Project Name [Project: Name] ilike "%[Admin]" or Project Name [Project: Name] ilike "[Internal]%" or Project Name [Project: Name] ilike "%[Internal]" or Description [Project: Description] ilike "%[Admin]%" or Description [Project: Description] ilike "%[Internal]%" or ͺNon-Billable/Non-Productive Groups Detect w/o PTO > 0
Hours Scheduled: Non-Billable, [PTO] Projects Calculates hours scheduled for a resource via Project Resourcing against projects that contain the characters [PTO]. Hours Select ifnull(Hours Scheduled: Non-Billable,0) where Project Name [Project: Name] ilike "[PTO]%" or Project Name [Project: Name] ilike "%[PTO]" or Description [Project: Description] ilike "%[PTO]%" or ͺNon-Billable/Non-Productive Groups Detect PTO Only > 0
Hours Variance: Actual vs Scheduled Calculates the difference between time entry hours logged and hours scheduled via Project Resourcing. Hours SELECT ifnull(Hours Actual,0) - ifnull(Hours Scheduled,0)
Hours Variance: Actual vs Target to Date Calculates the difference between time entry hours logged and a user's target hours (set through member settings). Hours SELECT ifnull(Hours Actual,0) - ifnull(ͺTarget Utilization in Hours by User: PTD,0)
Hours Variance: Actual vs Task Estimated Hours Calculates the difference between time entry hours logged and the estimated hours against tasks. Hours select ifnull(Task Estimated Hours,0) - ifnull(Hours Actual,0)
Hours Variance: Actual vs Workday Hours Calculates the difference between time entry hours logged and a user's expected working week (set through member settings). Hours SELECT Workday Hours - ͺHours Actual: All (All Users Lift)
Hours Variance: Actual: Billable vs Scheduled: Billable Calculates the difference between billable time entries and scheduled hours against billable projects. Hours SELECT ifnull(Hours Actual: Billable,0) - ifnull(Hours Scheduled: Billable,0)
Hours Variance: Actual: Billable vs Utilization Target Calculates the difference between billable time entries and a user's target hours (set through member settings). Hours SELECT ifnull(Hours Actual: Billable,0) - ifnull(Utilization Target Hours,0)
Invoice Amount Calculates the total amount that has been invoiced, including all line items such as time entries, fixed fee items, expenses, and other items where applicable. Invoices select sum(select max(Invoice: Amount In Cents/Currency: Base Unit) by Invoice)
Invoice Amount: Additional Items Calculates additional item amounts that have been invoiced. Invoices SELECT SUM(Additional Item: Amount In Cents/Currency: Base Unit)
Invoice Amount: Additional Items, Paid Calculates additional item amounts that have been invoiced and paid. Invoices SELECT SUM(Additional Item: Amount In Cents/Currency: Base Unit)where Invoice: Payment Status='?'
Invoice Amount: Additional Items, Unpaid Calculates additional item amounts that have been invoiced but not paid. Invoices SELECT SUM(Additional Item: Amount In Cents/Currency: Base Unit)where Invoice: Payment Status='?'
Invoice Amount: By Component Adds fixed fee, T&M, additional items, and expenses to calculate the invoice total. This method allows for filtering by project for multi-project invoices. Invoices select ifnull(Fees: Invoiced,0) + ifnull(Invoice Amount: Fixed Fee,0) + ifnull(Invoice Amount: Additional Items,0) + ifnull(Expenses: Invoiced,0)
Invoice Amount: Expenses, Paid Calculates sum of expenses found on invoices that have been paid. Expenses select sum(Expense: Amount In Cents/Currency: Base Unit) where Invoice: Payment Status = '?'
Invoice Amount: Expenses, Unpaid Calculates sum of expenses found on invoices that have not yet been paid. Expenses select sum(Expense: Amount In Cents/Currency: Base Unit) where Invoice: Payment Status = '?'
Invoice Amount: Fixed Fee Calculates fixed fee items that have been invoiced. Invoices SELECT SUM(Fixed Fee Item: Amount In Cents/Currency: Base Unit)
Invoice Amount: Fixed Fee, Paid Calculates fixed fee items that have been invoiced and paid. Invoices SELECT SUM(Fixed Fee Item: Amount In Cents/Currency: Base Unit) where Invoice: Payment Status='?'
Invoice Amount: Fixed Fee, Remaining Calculates fixed fee items that have not yet been invoiced. Fixed Fee Task Budgets - Fixed Fee Items Invoiced. Invoices select Task Estimated Budget: Fixed Fee - ifnull(Invoice Amount: Fixed Fee,0)
Invoice Amount: Fixed Fee, Unpaid Calculates fixed fee items that have been invoiced but not yet paid. Invoices SELECT SUM(Fixed Fee Item: Amount In Cents/Currency: Base Unit) where Invoice: Payment Status='?'
Invoice Amount: Paid Calculates the total amount that has been invoiced and paid. Invoices select Invoice Amount where Invoice: Payment Status = '?'
Invoice Amount: Unpaid Calculates the total amount that has been invoiced but not yet paid. Invoices select Invoice Amount: By Component where Invoice: Payment Status = '?'
Invoice Amount: Unpaid, Future Calculates the total amount of invoices that have payments that are due in the future. Invoices select Invoice Amount: Unpaid where Date (Invoice Due) >= this
Invoice Amount: Unpaid, Past Due Calculates the total amount of invoices that are overdue. Invoices  
Invoice Tax Rate Calculates the tax percentage associated with an invoice. Invoices SELECT SUM(Invoice: Tax Rate/Currency: Base Unit) by Project, ͺRecords of Invoice Project
Margin %: EAC Project Budget, Allocated Calculates the project margin percentage. (Project Budget - EAC Cost (via Allocations)) ÷ Project Budget. Margin and Cost select (Project Budget - Cost EAC: Allocated + Non-Billable Expenses) /Project Budget
Margin %: EAC Project Budget, Scheduled Calculates the project margin percentage. (Project Budget - EAC Cost (via Schedules)) ÷ Project Budget. Margin and Cost select Margin: EAC Project Budget, Scheduled / (Margin: EAC Project Budget, Scheduled + Cost EAC: Scheduled + Non-Billable Expenses)
Margin %: Fees Calculates the project margin percentage. (Fees (Billable Time Entries × Bill Rate) - Cost (All Time Entries × Cost Rate)) ÷ Fees Margin and Cost select Margin: Fees / Fees Actual
Margin %: Project Target Calculates the target margin that is located in project settings. Margin and Cost SELECT SUM(Project: Target Margin/100)
Margin: EAC Project Budget, Allocated Calculates the project margin. Project Budget - EAC Cost (via Allocations). Margin and Cost select Project Budget - Cost EAC: Allocated + Non-Billable Expenses
Margin: EAC Project Budget, Scheduled Calculates the project margin. Project Budget - EAC Cost (via Schedules). Margin and Cost select Project Budget - Cost EAC: Scheduled + Non-Billable Expenses
Margin: Fees Calculates the project margin. Fees (Billable Time Entries × Bill Rate) - Cost (All Time Entries × Cost Rate). Margin and Cost select Fees Actual - Cost Actual + Expenses: Non-Billable
Number of Days: Allocated Calculates the number of days a resource has been allocated (via Resource Center). Users and Resources SELECT COUNT(Resource Allocation Day: ID)
Number of Days: Scheduled Calculates the number of days a resource has been scheduled (via Project Resourcing). Users and Resources SELECT COUNT (Resource Schedule Day: ID)
Number of Days: Task Overdue Calculates the number of days that a task is past due. Tasks Select This - Date (Task Due)
Number of Days: Until Project Due Calculates the number of days until the project is due. Projects SELECT Date (Project Due) - THIS WHERE Date (Project Due) != ''
Number of Expenses Calculates the number of expenses that have been created. Expenses SELECT COUNT (Expense: ID)
Number of Invoices Calculates the number of invoices that have been created. Invoices SELECT COUNT (Invoice)
Number of Projects Calculates the number of projects that have been created. Projects select count(Project)
Number of Resources Calculates the number of named and unnamed resources. Users and Resources SELECT COUNT(Resource)
Number of Task Assignments Calculates the number of resources assigned to a task, including both named and unnamed resources. Users and Resources SELECT SUM (SELECT(SELECT COUNT(Task Assignment: ID)) BY Task, ͺRecords of Assignment Fact ALL OTHER)
Number of Tasks Calculates the number of tasks that have been created. Tasks and Task Counts select count(Task, ͺRecords of Task Fact)
Number of Tasks: Completed Calculates the number of completed tasks. Tasks Select Count(Task) where Task: Current Status = '?' OR Task: Current Status = '?' OR Task: Current Status = '?' OR Task: Current Status = '?' OR Task: Current Status = '?' OR Task: Current Status = '?'
Number of Tasks: Deliverable Calculates the number of tasks with the deliverable task type. Tasks and Task Counts  
Number of Tasks: Issues Outstanding Calculates the number of tasks with the issue task type that are not yet resolved. Tasks select Count(Task,ͺRecords of Task Fact) where Task: Type='?' and Task: Current Status not in ('?','?','?','?')
Number of Tasks: Milestone Calculates the number of tasks with the milestone task type. Tasks select Number of Tasks where Task: Type='?'
Number of Tasks: Not Completed Calculates the number of tasks that are not yet completed. Tasks SELECT COUNT(Task,ͺRecords of Task Fact) WHERE Task: Current Status Not In ('?','?','?')
Number of Tasks: Not Started Calculates the number of tasks that are not started. Tasks Select IFNULL(Count(Task),0) WHERE Task: Current Status = '?' OR Task: Current Status = '?' OR Task: Current Status = '?'
Number of Tasks: Past Due Calculates the number of tasks that are past due. Tasks SELECT COUNT(Task, ͺRecords of Task Fact) WHERE Date (Task Due) < THIS AND Task: Current Status Not In ('?','?')
Number of Tasks: Started Calculates the number of tasks that have been started. Tasks Select IFNULL(Count(Task),0) Where Task: Current Status = '?' or Task: Current Status = '?'
Number of Users Assigned to Tasks Calculates the number of users assigned to a task. Users and Resources  
Number of Users Calculates the number of users in the system. Includes users who have been deactivated. Users and Resources select count(User,ͺRecords of User Fact)
Number of Users: Active Calculates the number of active users in the system. Excludes users who have been deactivated or have a Utilization target set to 0. Users and Resources  
Number of Users with Incomplete Timesheets by Week Calculates the number of users who have not logged enough time to meet their expected working week. Users and Resources Select Sum( Select If Hours Actual < ifnull(Workday Hours,0) Then 1 End by Week (Sun-Sat)/Year (Shared), User)
Number of Users with Missing Timesheets by Week Calculates the number of users who have not submitted any time entries. Users and Resources Select Sum( Select If ifnull(Hours Actual,0) = 0 and ifnull(Workday Hours,0) > 0 Then 1 End by Week (Sun-Sat)/Year (Shared), User)
Out of Office: [PTO] Projects Calculates the hours on projects that have the characters "[PTO]" at the beginning or end of the project name, group, or project description. Workday and Capacity Select ifnull(Hours Actual: Non-Billable,0) where Project Name [Project: Name] ilike "[PTO]%" or Project Name [Project: Name] ilike "%[PTO]" or Description [Project: Description] ilike "%[PTO]%" or ͺNon-Billable/Non-Productive Groups Detect PTO Only > 0
Out of Office: % Time Out of Office Calculates the percentage of hours spent out of office (Holidays + Time off + Actual hours to PTO Projects) ÷ Workweek Workday and Capacity SELECT IFNULL(ͺOOO: Holiday Time + Time Off in Hours + [PTO] (IFNULL),0)/Workday Hours + Time Off + Holidays
Out of Office: Holiday Time % Calculates the percentage of hours that are spent on holiday hours "Holiday Time ÷ (Workday + Time Off + Holiday Time)" Workday and Capacity SELECT Out of Office: Holiday Time in Hours / Workday Hours + Time Off + Holidays WHERE Date (Shared) < THIS
Out of Office: Holiday Time in Hours Calculates holiday hours recorded from a user's calendar. Workday and Capacity SELECT SUM(Holiday Time In Minutes)/60
Out of Office: Time Off Calculates time off hours recorded from a user's calendar. Workday and Capacity SELECT SUM(Time Off Time In Minutes/60)
Out of Office: Time Off + [PTO] Calculates time off hours and hours logged to a project that have the characters "[PTO]" at the beginning or end of the project name, group, or project description. Workday and Capacity SELECT IF ͺOOO: Time Off in Hours + [PTO] (IFNULL) > 0 THEN ͺOOO: Time Off in Hours + [PTO] (IFNULL) END
Out of Office: Time Off + Holidays Calculates time off hours and holiday hours from a user's calendar. Workday and Capacity SELECT IFNULL(ͺOOO: Holiday Time in Hours,0) + IFNULL(Out of Office: Time Off,0)
Project % Complete: Top-Level Tasks (% Done) Calculates the project's completion percentage based on top-level tasks. Projects SELECT AVG (SELECT AVG(ͺTop Level % Complete) BY Task: Top Level, Project)
Project Amount Paid Total sum of payments logged to the project. Projects SELECT SUM(Project: Amount Paid)
Project Budget Calculates the project budget located in project settings. Projects SELECT SUM(Project: Budget In Cents/Currency: Base Unit)
Project Budget: Fees Burn % Calculates the percentage of fees in the budget based on "Fees ÷ Project Budget". Projects SELECT Fees Actual / Project Budget
Project Budget: Lifted Calculates the project budget lifted to project level for use in graphing or calculations performed at a task or user level. Projects SELECT SUM(Project: Budget In Cents/Currency: Base Unit) by Project, ALL OTHER with PF except Date (Shared)
Project Budget: Original Calculates the original project budget. This can be be separately set in the budget tab of the project admin box. Projects SELECT SUM(Project: Original Budget/Currency: Base Unit)
Project Budget: Remaining, Fees Calculates the remaining fees based on "Project Budget - Actual Fees". Projects select ifnull(Project Budget, 0) - ifnull(Fees Actual, 0)
Project Budget: Spread by Project Duration Calculates the project budget evenly spread out across the project's duration. Projects SELECT SUM( (SELECT (SELECT Project Budget: Lifted / Project Duration: Project Active Days BY Project, Project Active Day: ID) ) )
Project Duration: Completed-Start Calculates the project completion duration based on a project's start and completion date. Projects SELECT SUM(MAX(Date (Project Completed))-MAX(Date (Project Start))) BY Project Where Date (Project Start) != '' AND Date (Project Completed) != ''
Project Duration: Due-Start Calculates the project duration based on the project's start and due date. Projects SELECT SUM(MAX(Date (Project Due))-MAX(Date (Project Start))) BY Project WHERE Date (Project Start) != '' AND Date (Project Due) != ''
Project Duration: Project Active Days Calculates the project duration using the number of a project's active days. Projects SELECT COUNT(Project Active Day: ID) BY Project, ALL OTHER WITH PF EXCEPT Date (Shared)
Project Health Color: All Types Displays the current project health status for each type, and can be used in combination with the health status type attribute. Projects SELECT MAX( ((SELECT ((SELECT Project Health: Color BY Project Health: Report Type ID WHERE Date (Project Health Status Created) = ͺLast Health Status Date (MAX Date) )) BY Date (Project Health Status Created) )) )
Project Health Color: Budget Displays the project's current budget health status. Projects SELECT IFNULL(( Select Project Health Color: All Types WHERE Project Health: Type = '?'),0)
Project Health Color: Client Displays the project's current client health status. Projects SELECT IFNULL(( Select Project Health Color: All Types WHERE Project Health: Type = '?'),0)
Project Health Color: Overall Displays the project's current overall health status. Projects SELECT IFNULL(( Select Project Health Color: All Types WHERE Project Health: Type = '?'),0)
Project Health Color: Schedule Displays the project's current schedule health status. Projects SELECT IFNULL(( Select Project Health Color: All Types WHERE Project Health: Type = '?'),0)
Project Health Color: Scope Displays the project's current scope health status. Projects SELECT IFNULL(( Select Project Health Color: All Types WHERE Project Health: Type = '?'),0)
Project Status Color Displays the project's current status color, which is manually defined in the project status. Projects SELECT CASE WHEN Project: Current Status Color='?' THEN 1, WHEN Project: Current Status Color='?' THEN 2, WHEN Project: Current Status Color='?' THEN 3, WHEN Project: Current Status Color='?' THEN 4, WHEN Project: Current Status Color='?' THEN 5, WHEN Project: Current Status Color='?' THEN 6 END
Task % Complete Calculates the percentage of a task's completeness (set via the Task Tracker/Task Progress view). Tasks SELECT SUM(Task: Percentage Complete)
Task % Complete: Actual ÷ Estimated Hours Calculates the percentage of a task's completeness based on "Actual Hours (Time Entries) ÷ Estimated Task Hours". Tasks select Hours Actual / sum(Task: Estimated Minutes/60)
Task Assignment Estimated Hours Calculates the estimated hours against a resource located within the task side panel. Tasks SELECT SUM(ͺTask Assignment: Estimated Minutes/60)
Task Estimated Budget Calculates the estimated budget against a task. Tasks SELECT SUM(Task: Estimated Budget In Cents/Currency: Base Unit)
Task Estimated Budget: Fees Burn % Calculates the percentage complete based on "Actual Fees (Billable Time Entries × Rate) ÷ Estimated Task Budget". Tasks Select Fees Actual / Task Estimated Budget
Task Estimated Budget: Fixed Fee Calculates the task budgets for fixed fee tasks. Tasks SELECT SUM(Task: Estimated Budget In Cents/Currency: Base Unit)where Task: Fixed Fee='?'
Task Estimated Budget: Fixed Fee, Completed Calculates the task budgets for fixed fee tasks that have been completed. Tasks SELECT SUM(ͺTask Budget Estimate [Sum] by Story) where Task: Fixed Fee='?' and Task: Current Status='?'
Task Estimated Budget: Remaining Calculates the remaining task budget based on "Task Estimated Budget - Fees Actual". Tasks Select (ifnull(Task Estimated Budget,0) - ifnull(Fees Actual,0))
Task Estimated Budget: T&M Calculates the task budgets for T&M tasks. Tasks SELECT SUM(Task: Estimated Budget In Cents/Currency: Base Unit)where Task: Fixed Fee!='?'
Task Estimated Hours Calculates the estimated hours against a task. Tasks SELECT SUM(Task: Estimated Minutes/60)
Task Estimated Hours: Split by User Calculates the estimated hours against a task, which are evenly split for each user assigned to the task. Tasks SELECT SUM( ((SELECT (Select SUM(Task: Estimated Minutes)/60 BY Task, All Other) / ͺCount of Resource Assignments on Task [Lift] BY ͺRecords of Assignment Fact)) )
Task Weight % Calculates the task weight captured in the Milestone Weighting section of the Task Tracker. Tasks SELECT SUM(ͺTask: Milestone Weight)/100
User Cost Rate Calculates a user's default cost rate found in member settings. Rates SELECT IFNULL(SUM(User: Cost Rate in Cents/Currency: Base Unit),0) by User, all other
Utilization Actual: Billable Calculates "Hours Actual: Billable ÷ Workday Hours: Net Actual [PTO]". Utilization and Availability SELECT Sum(Hours Actual: Billable) / Sum(Workday Hours: Net Actual [PTO]) by User
Utilization Actual: Billable, To Date Calculates "Utilization Actual: Billable" up to today. Used in headline reports or reports without a date attribute. Utilization and Availability SELECT Ifnull(Hours Actual: Billable,0) / Workday Hours: Net Actual [PTO] by User where Date (Shared) < This
Utilization Actual: Non-Productive, To Date Calculates "Non-Billable Hours on [Admin] and [Internal] Projects ÷ Workday Hours: Net Actual [PTO]". Utilization and Availability SELECT Hours Actual: Non-Billable, [Admin] & [Internal] Projects / Workday Hours: Net Actual [PTO] WHERE Date (Shared) < THIS
Utilization Actual: Productive, To Date Calculates "Productive Hours ÷ Workday Hours: Net Actual [PTO]". Productive hours are all hours that are not [Admin], [Internal], or [PTO]. Utilization and Availability SELECT Hours Actual: Productive Hours / (SELECT Workday Hours: Net Actual [PTO] WHERE Date (Shared) < THIS)
Utilization Actual: To Date Calculates "All Hours (Net PTO) ÷ Workday Hours: Net Actual [PTO]" up to today. This is used in headline reports or reports without a date attribute. Utilization and Availability SELECT IFNULL(ͺHours Actual: All (net PTO),0) / Workday Hours: Net Actual [PTO] BY User WHERE Date (Shared) < THIS
Utilization Allocated Calculates "Hours Allocated (Net Allocated PTO) ÷ Workday Hours: Net Allocated [PTO]". Utilization and Availability SELECT (IFNULL(Hours Allocated,0) - IFNULL(ͺHours Allocated: All • Hours Projects PTO Only (All Filters),0)) / (SELECT Workday Hours: Net Allocated [PTO] BY User WITH PF EXCEPT Project: Billable Default)
Utilization Allocated: To Date Calculates "Utilization Allocated" up to today. This is used in headline reports or reports without a date attribute. Utilization and Availability SELECT (SELECT (IFNULL(Hours Allocated,0) - IFNULL(ͺHours Allocated: All Hours Projects PTO Only,0)) / (SELECT Workday Hours: Net Allocated [PTO] BY User WITH PF EXCEPT Project: Billable Default)) WHERE Date (Shared) < THIS
Utilization Scheduled Calculates "Hours Scheduled (Net Scheduled PTO) ÷ Workday Hours: Net Scheduled [PTO]". Utilization and Availability SELECT (IFNULL(Hours Scheduled,0) - IFNULL(Hours Scheduled: Non-Billable, [PTO] Projects,0)) / (SELECT Workday Hours: Net Scheduled [PTO] BY User WITH PF EXCEPT Project: Billable Default)
Utilization Scheduled: Billable Calculates "Hours Scheduled: Billable ÷ Workday Hours: Net Scheduled [PTO]". Utilization and Availability SELECT (Hours Scheduled: Billable / Workday Hours: Net Scheduled [PTO]) by User
Utilization Scheduled: Billable, To Date Calculates "Hours Scheduled: Billable ÷ Workday Hours: Net Scheduled [PTO]" up to today. Utilization and Availability SELECT ifnull(Hours Scheduled: Billable,0) / Workday Hours: Net Scheduled [PTO] by User where Date (Shared) < This
Utilization Scheduled: To Date Calculates "Hours Scheduled (Net Scheduled PTO) ÷ Workday Hours: Net Scheduled [PTO]" up to today. Utilization and Availability SELECT (SELECT (IFNULL(Hours Scheduled,0) - IFNULL(ͺHours Scheduled: All Hours Projects PTO Only,0)) / (SELECT Workday Hours: Net Scheduled [PTO] BY User WITH PF EXCEPT Project: Billable Default)) WHERE Date (Shared) < THIS
Utilization Target %: Current Displays the current utilization target percentage set for each user. Utilization and Availability SELECT SUM( ifnull(User: Current Utilization Target %,100) /100) by User, ALL OTHER
Utilization Target %: Dynamic Displays the utilization target percentage set for each user. This metric can be used to display any changes to a utilization target. Utilization and Availability SELECT AVG(Select SUM(User Dynamic Utilization Target %/100) by Date (Shared), User)
Utilization Target Hours Calculates "User Billability percentage × Workweek Calendar" for the selected period. User billability is either by effective date or user value. Utilization and Availability Select Sum(Select (Workday Hours * Utilization Target % [Dynamic Input]) by User)
Utilization Target: Weighted Average Calculates the target percentage by effective date. The workweek calendar is weighted to provide a true average over a selected time period. Utilization and Availability Select Utilization Target Hours / Workday Hours
Utilization: Unlogged Hours % Calculates the percentage of unlogged time with the equation "Workday Hours - All Hours logged". Utilization and Availability SELECT IF IFNULL(Hours Actual,0) > Workday Hours: Net Actual [PTO] THEN 0 ELSE (SELECT(Workday Hours: Net Actual [PTO] - IFNULL(Hours Actual: Productive Hours,0) - Hours Actual: Non-Billable, [Admin] & [Internal] Projects) / Workday Hours: Net Actual [PTO] WHERE Date (Shared) < THIS) END
Workday Hours Calculates a user's workweek in hours. Workday and Capacity SELECT SUM(Workday Time In Minutes/60) by User where Date (Shared) < IFNULL(Date (User Deactivated), 0) OR Date (User Deactivated) = ''
Workday Hours + Time Off + Holidays Calculates a user's workweek based on "Hours + Time Off and Holidays hours". Workday and Capacity SELECT IFNULL(Workday Hours,0) + IFNULL(Out of Office: Time Off + Holidays,0) WHERE ((SELECT IFNULL(Workday Hours,0) + IFNULL(Out of Office: Time Off + Holidays,0) )) != 0
Workday Hours: Net Actual [PTO] Calculates a user's workweek based on "Hours + [PTO] project actual hours". Workday and Capacity Select Workday Hours - ifnull(ͺHours Actual: Non-Billable/Non-Productive Projects PTO Only,0)
Workday Hours: Net Allocated [PTO] Calculates a user's workweek based on "[PTO] project allocated hours". Workday and Capacity Select Workday Hours - ifnull(Hours Allocated: [PTO] Projects,0)
Workday Hours: Net Scheduled [PTO] Calculates a user's workweek based on "Hours - [PTO] project scheduled hours". Workday and Capacity Select Workday Hours - ifnull(ͺHours Scheduled: Non-Billable/Non-Productive Projects PTO Only,0)

Attributes

Note: Some attribute names include a subscript character ( ͺ ) to indicate that they are supplemental. Supplemental attributes may be used with beta features, are infrequently used, or are nonfunctional.

Name Description Folder
Account Skill: Description The description of a skill. Skills
Account Skill: ID The unique ID of a skill. Skills
Account Skill: Max Level Displays whether the skill uses levels or not. (5 = uses levels, 1 = doesn't use levels) Skills
Account Skill: Name The name of the skill. Skills
Account Skill: Type The type of skill (Certification, Language, Other, Skill). Skills
 
Additional Item: Description The description of the additional item added on an invoice. Invoices
Additional Item: Name The name of an additional item or unique ID added on an invoice. Use the Display Label dropdown menu to display the name or ID. Invoices
Additional Item: Taxable A flag that indicates if an additional item added on an invoice is taxable (true or false). Invoices
Currency The currency used on various datasets. (e.g. time entries, allocations, etc.) To display a project's currency, use "Project: Currency" instead. Currency
Currency: Symbol The symbol that represents the currency. ($, €, etc.) Currency
Date (Dynamic Input) This date functions as a dummy date and can only be used as a reference in metrics. Dates
Date (Expense) The date an expense was incurred. Dates
Date (Foreign Exchange Rate Effective) The date a foreign exchange rate goes into effect (set in the foreign exchange table in Settings). Dates
Date (Invoice Due) The due date of an invoice. Dates
Date (Invoice Paid) The date an invoice was marked as paid. Dates
Date (Invoice Posted) The date an invoice was issued. Dates
Date (Project Accounting Contract Date) The date of a contract in the project accounting record. Dates
Date (Project Accounting Deleted) The date a project accounting record was deleted. Dates
Date (Project Accounting Period End) The date a project accounting period ends. Dates
Date (Project Accounting Period Start) The date a project accounting period starts. Dates
Date (Project Completed) The date a project status was changed to complete. Dates
Date (Project Created) The date a project was created. Dates
Date (Project Due) The due date of a project. Dates
Date (Project Health Status Created) The date a health status was made. Dates
Date (Project Start) The start date of a project. Dates
Date (Project Status Updated) The date corresponding to a project status change. Dates
Date (Resource Schedule Date) The date(s) corresponding to a resource's scheduled hours as assigned to a task in the Resourcing tab of a project. Dates
Date (Shared Created) The date an object was created. (Applies to several objects including time entries, expenses, etc.) Dates
Date (Shared) This date attribute is used to connect common date types together. Use this attribute when displaying date attributes of different objects on the same report. (ex: Resource Schedule Date and Time Entry Date) Dates
Date (Submission Approved) The date a timesheet or expense submission was approved. Dates
Date (Submission Cancelled) The date a timesheet or expense submission was cancelled. Dates
Date (Submission Rejected) The date a timesheet or expense submission was rejected. Dates
Date (Submission Submitted) The date a timesheet or expense submission was submitted. Dates
Date (Task Completed) The date a task was completed. Dates
Date (Task Created) The date a task was created. Dates
Date (Task Deleted) The date a task was deleted. Dates
Date (Task Due) The due date of a task. Dates
Date (Task Start) The start date of a task. Dates
Date (Task Status Change) The date corresponding to a task status change. Dates
Date (Task Updated) The date a task was last updated. Dates
Date (Time Entry) The date a time entry was recorded to (not the date it was entered on). Dates
Date (User Created) The date a user was created in Kantata OX. Dates
Date (User Deactivated) The date a user was disabled. (If the user is active, this displays "empty value".) Dates
Date (ͺAccount Skill Created) The date an account skill was created. Dates
Date (ͺAccount Skill Updated) The date an account skill was last updated. Dates
Date (ͺAudit Transaction) The date an audit transaction occurred. Requires the Audit Logs feature. To enable, please contact your CSM. Dates
Date (ͺEstimate Scenario Start) The start date of a scenario in an estimate. Dates
Date (ͺExpense External Reference Created) The date an external reference was created on an expense. Used for integrations. Dates
Date (ͺExpense External Reference Last Synced) The date an external reference was last synced on an expense. Used for integrations. Dates
Date (ͺExpense External Reference Updated) The date an external reference was updated on an expense. Used for integrations. Dates
Date (ͺExternal Reference Created) The date an external reference was created. Used for integrations. Dates
Date (ͺExternal Reference Last Synced) The date an external reference was last synced. Used for integrations. Dates
Date (ͺExternal Reference Updated) The date an external reference was updated. Used for integrations. Dates
Date (ͺInvoice External Reference Created) The date an external reference was created on an invoice. Used for integrations. Dates
Date (ͺInvoice External Reference Last Synced) The date an external reference was last synced on an invoice. Used for integrations. Dates
Date (ͺInvoice External Reference Updated) The date an external reference was updated on an invoice. Used for integrations. Dates
Date (ͺProject Status Created) The date a project status change record was created. Displays the same date as Date: Project Status Updated. Dates
Date (ͺResource Skill Created) The date a resource's skill was created. Dates
Date (ͺResource Skill Updated) The date a resource's skill was updated. Dates
Date (ͺSnapshot) The date of a system snapshot. Not currently available. ͺSystem
Date (ͺStaffing Demand Created) The date a staffing demand record was created. Not currently available. Dates
Date (ͺStaffing Demand Skill Created) The date a staffing demand skill record was created. Not currently available. Dates
Date (ͺStaffing Demand Skill Updated) The date a staffing demand skill record was updated. Not currently available. Dates
Date (ͺSurvey Answer External Reference Created At) The date an external reference was created on a survey answer. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺSurvey Answer External Reference Last Synced At) The date an external reference was last synced on a survey answer. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺSurvey Answer External Reference Updated At) The date an external reference was updated on a survey answer. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺSurvey Close Date) The date a survey was closed. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺSurvey Created At) The date a survey was created. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺSurvey Due Date) The due date of a survey. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺSurvey Open Date) The date a survey opens for submissions. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺSurvey Question External Reference Created At) The date an external reference was created on a survey question. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺSurvey Question External Reference Last Synced At) The date an external reference was last synced on a survey question. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺSurvey Question External Reference Updated At) The date an external reference was updated on a survey question. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺSurvey Response External Reference Created At) The date an external reference was created on a survey response. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺSurvey Response External Reference Last Synced At) The date an external reference was last synced on a survey response. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺSurvey Response External Reference Updated At) The date an external reference was updated on a survey response. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺSurvey Template External Reference Created At) The date an external reference was created on a survey template. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺSurvey Template External Reference Last Synced At) The date an external reference was last synced on a survey template. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺSurvey Template External Reference Updated At) The date an external reference was updated on a survey template. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺSurvey Updated At) The date a survey was last updated. Requires the Surveys feature. To enable, please contact your CSM. Dates
Date (ͺTask Cost Budget Exchange Rate Effective) The date the new exchange rate used on task cost budget conversions comes into effect. Dates
Date (ͺTE External Reference Created At) The date a time entry external reference was created. Used for integrations. Dates
Date (ͺTE External Reference Last Synced At) The date a time entry external reference was last synced. Used for integrations. Dates
Date (ͺTE External Reference Updated At) The date a time entry external reference was updated. Used for integrations. Dates
Date (ͺTime Adjustment Created) The date a time adjustment was created. Requires the Time Adjustment feature. To enable, please contact your CSM. Dates
Date (ͺTime Adjustment Original) The date a time adjustment was recorded to. Requires the Time Adjustment feature. To enable, please contact your CSM. Dates
Date (ͺTime Adjustment Posted) The date a time adjustment was posted. Requires the Time Adjustment feature. To enable, please contact your CSM. Dates
Date (ͺTime Adjustment Updated) The date a time adjustment was updated. Requires the Time Adjustment feature. To enable, please contact your CSM. Dates
Date (ͺUser Skill Created) The date a user was assigned a skill. Dates
Date (ͺUser Skill Updated) The date a user's skill was last updated. Dates
Department: Project ID Unique ID that joins a project with its primary department. Organizations
Department: Project L1 The primary level 1 department of a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Department: Project L2 The primary level 2 department of a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Department: Project L3 The primary level 3 department of a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Department: Project L4 The primary level 4 department of a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Department: Project L5 The primary level 5 department of a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Department: Project L6 The primary level 6 department of a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Department: Project L7 The primary level 7 department of a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Department: Project L8 The primary level 8 department of a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Department: User ID Unique ID that joins a user with their primary department. Organizations
Department: User L1 The primary level 1 department of a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Department: User L2 The primary level 2 department of a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Department: User L3 The primary level 3 department of a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Department: User L4 The primary level 4 department of a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Department: User L5 The primary level 5 department of a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Department: User L6 The primary level 6 department of a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Department: User L7 The primary level 7 department of a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Department: User L8 The primary level 8 department of a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Dynamic Input: Boolean A Allows users to dynamically switch between 2 different metrics and subsequently alter the report output. Various display labels are available for this attribute. Dynamic Inputs
Dynamic Input: Boolean B Allows users to dynamically switch between 2 different metrics and subsequently alter the report output. Various display labels are available for this attribute. Dynamic Inputs
Dynamic Input: EAC Method Allows users to dynamically switch between 4 different EAC metrics and subsequently alter the report output. Various display labels are available for this attribute. Dynamic Inputs
Dynamic Input: Forecast Source Allows users to dynamically switch between 3 different forecast sources: allocated fees, scheduled fees, and project budget. Dynamic Inputs
Dynamic Input: Option Allows users to dynamically switch between 4 metric options. Various display labels are available for this attribute. Dynamic Inputs
Dynamic Input: Revenue Source Allows users to dynamically switch between 2 different revenue source methods. Various display labels are available for this attribute. Dynamic Inputs
Estimate Scenario: Favored A flag that indicates if the scenario in an estimate is favored. Estimates
Estimate Scenario: Name The title or unique ID of a scenario in an estimate. Use the Display Label dropdown menu to display the title or ID. Estimates
Estimate Scenario: Project The project created from an estimate scenario (if a project was created from it). Use the Display Label dropdown menu to display the name or ID. Estimates
Estimate Scenario: Rate Card The rate card selected for an estimate scenario. Estimates
Estimate Scenario: Title The name of an estimate scenario. Estimates
Estimate: Client Name The name of the client associated with an estimate. Estimates
Estimate: Creator The name of the user who created the estimate scenario. Estimates
Estimate: Currency The estimate currency. (USD, EUR, etc.) Estimates
Estimate: ID The unique ID of an estimate. Estimates
Estimate: Locked A flag that indicates if an estimate scenario is locked (true or false). A locked scenario means a project has been created from the scenario. Estimates
Estimate: Opportunity Confidence The percentage of confidence for an estimate scenario. Estimates
Estimate: Title The title of an estimate. Estimates
Expense: Approval Flag A flag that indicates if an expense is approved (true or false). Expenses
Expense: Billable A flag that indicates if an expense is billable (true = billable, false = non-billable). Expenses
Expense: Category The selected category of an expense. Expenses
Expense: Exchange Rate Source The source of the exchange rate (added via the API). Expenses
Expense: ID The unique ID of an expense. Expenses
Expense: Last Action By The name of the user responsible for approving/rejecting expenses (empty if no approval/rejection). Expenses
Expense: Note The note included on an expense. Expenses
Expense: Requires Approval A flag that indicates if an expense requires approval (true or false). Expenses
Expense: Source Currency The currency an expense was incurred in before any conversion to the project's currency. Expenses
Expense: Status The approval status of an expense. Expenses
Expense: Status Note The note left by the approver regarding the expense report submission. Expenses
Expense: Submission ID The unique ID for the expense submission. Expenses
Expense: Taxable A flag that indicates if an expense is taxable (true or false). Expenses
Expense: Team Member Reimburseable A flag that indicates if an expense is reimbursable to the user or not (true or false). Expenses
Expense: Vendor The vendor set for the expense. (Can only be used if the expense is not reimbursable.) Expenses
Fixed Fee Item: ID The unique ID of the fixed fee item. Invoices
Fixed Fee Item: Notes The note added to a fixed fee item on an invoice. Invoices
Fixed Fee Item: Taxable A flag that indicates if a fixed fee item is taxable (true or false). Invoices
FX: Account Default The default currency set for the account. Foreign Exchange
FX: Day ID The unique daily ID for a foreign exchange conversion rate. Foreign Exchange
FX: ID The unique ID for a foreign exchange conversion rate. Foreign Exchange
FX: Source Currency The currency from the foreign exchange table to be converted from. Foreign Exchange
FX: Table Name The name of the uploaded foreign exchange conversion table. Foreign Exchange
FX: Target Currency The currency from the foreign exchange table to be converted to. Foreign Exchange
Geography: Project ID The unique ID of the primary geography for a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: Project L1 The primary level 1 geography of a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: Project L2 The primary level 2 geography of a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: Project L3 The primary level 3 geography of a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: Project L4 The primary level 4 geography of a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: Project L5 The primary level 5 geography of a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: Project L6 The primary level 6 geography of a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: Project L7 The primary level 7 geography of a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: Project L8 The primary level 8 geography of a project. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: User ID The unique ID of the primary geography for a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: User L1 The primary level 1 geography of a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: User L2 The primary level 2 geography of a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: User L3 The primary level 3 geography of a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: User L4 The primary level 4 geography of a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: User L5 The primary level 5 geography of a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: User L6 The primary level 6 geography of a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: User L7 The primary level 7 geography of a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Geography: User L8 The primary level 8 geography of a user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
Group: Client Address The address of the client set on the group. Groups
Group: Client Contact Name The contact name of the client set on the group. Groups
Group: Client Email The email of the client set on the group. Groups
Group: Client Phone Number The phone number of the client set on the group. Groups
Group: Client Website The website of the client set on the group. Groups
Group: Company A flag that indicates if a group represents a company (true or false). Groups
Group: Name The group name or ID. To roll up reporting data, use 'Project: Primary Group' instead. Use the Display Label dropdown menu to display the name or ID. Groups
Invoice: Note The note added to an invoice. Invoices
Invoice: Number The number or unique ID of an invoice. Use the Display Label dropdown menu to display the number or ID. Invoices
Invoice: Payment Status The payment status of the invoice (paid or unpaid). Invoices
Invoice: Project Code The project code entered on an invoice. Invoices
Invoice: Purchase Order The purchase order number entered on an invoice. Invoices
Invoice: Recipient The invoice name or recipient ID. Use the Display Label dropdown menu to display the name or ID. Invoices
Invoice: Sender The invoice sender's name or ID. Use the Display Label dropdown menu to display the name or ID . Invoices
Invoice: Submission Status The submission status of the invoice (draft or posted). Requires the Insights Draft Invoices feature. To enable, please contact your CSM. Invoices
Invoice: Term The payment terms for an invoice. The available options are upon receipt, 15, 30, 45, or 60 days. Invoices
Invoice: Title The title entered on an invoice. Invoices
Project Accounting: Description The description of a project accounting record. Project Accounting
Project Accounting: ID The unique ID of a project accounting record. Project Accounting
Project Accounting: Labor Type Specifies the labor type of a project accounting record. (Labour Revenue, Labour Cost, Non-Labor Revenue, or Non-Labor Cost.) Project Accounting
Project Accounting: Notes The note on a project accounting record. Project Accounting
Project Accounting: Service Type The type of service being provided to a client. Project Accounting
Project Accounting: Status The status of the project accounting record. (Draft, Pending Approval, Approved, or Cancelled.) Project Accounting
Project Accounting: Type The type of the project accounting record. (Revenue Recognition, Cost Recognition, Revenue Forecasting, or Invoice Schedule.) Project Accounting
Project Active Day: ID A unique ID for each day a project is active (based on the start and due date). Projects
Project Health: Color The color of the health status set for the project health report. Projects
Project Health: Description The description added on a project health report. Projects
Project Health: Report ID The unique ID of the project health report. Projects
Project Health: Report Type ID The unique ID of an individual health status type in a project health report. Projects
Project Health: Type The type of a project health status. (Overall, Schedule, Scope, Budget, or Client). Projects
Project Participation: Account ID The Kantata account number of the project owner. Projects
Project Participation: ID Unique ID for a member's participation. Projects
Project Participation: Team The project team name. (Displays 'consultant' or 'client'.) Projects
Project Participation: Team Lead A flag that indicates if a team member is the project team lead (true or false). Projects
Project Status Change: From Color Relates to a project status change: The status color of a project prior to a status change. Projects
Project Status Change: From Message Relates to a project status change: The status message of a project prior to a status change. Projects
Project Status Change: ID Unique ID of a project status change. Projects
Project Status Change: To Color Relates to a project status change: The status color of a project after a status change. Projects
Project Status Change: To Message Relates to a project status change: The status message of a project after a status change. Projects
Project: Account ID The unique ID of the Kantata account the project belongs to. Projects
Project: Archived A flag that indicates if a project is archived (true or false). Projects
Project: Billable Default A flag that indicates if a project is billable or non-billable. Projects
Project: Billing Mode Default The default task billing mode of a project (T&M or fixed fee), as set in project settings. Projects
Project: Budget Used The numerical amount of the project budget already burned. Projects
Project: Budgeted A flag that indicates if a project is budgeted (true or false). Projects
Project: Client Lead The name or ID of the primary client on a project. Use the Display Label dropdown menu to display the name or ID. Projects
Project: Client Name The client name entered in project setup. Projects
Project: Color Name The project color set in project settings. Projects
Project: Currency The project currency. (USD, EUR, etc.) Projects
Project: Current Status Color The current color of the project status. Projects
Project: Current Status Message The current status of a project. Projects
Project: Description The project description. Projects
Project: Estimate Scenario Used The unique ID of the estimate scenario that was used to create the project. Projects
Project: ID The unique ID of a project. Projects
Project: Include Expenses in Budget A flag that indicates if expenses are included in budget burn calculation (set in project settings). Projects
Project: Name The name of a project or its unique ID. Use the Display Label dropdown menu to display the name or ID. Projects
Project: Over Budget A flag that indicates if a project is over budget or not (true or false). Projects
Project: Primary Group The primary group set to a project. Unlike the 'Group' attribute, this attribute allows you to roll up data by group. Projects
Project: Provider Lead The name or ID of the lead consultant on a project. (e.g. Project Lead / Project Manager) Projects
Project: Rate Card ID The unique ID for a rate card. Projects
Project: Rate Card Name The name of the rate card. Projects
Project: Requires Expense Approvals A flag that indicates if a project requires expense approvals (true or false). Projects
Project: Requires Time Approvals A flag that indicates if a project requires time approvals (true or false). Projects
Project: Revenue Recognition Method The revenue recognition method for a project, set in project settings. Projects
Project: Title Aggregate Attribute showing the text value of the project. Project names can be grouped together to aggregate. Projects
Resource Allocation Day: ID The unique ID per day of an allocation created within Resource Center Allocations
Resource Allocation Day: Type The type of allocation. (Soft, hard, or unstaffed demand. Unstaffed demand is allocations on unnamed resources.) Allocations
Resource Schedule Day: ID The unique ID per day of a schedule created within a project's Resourcing tab. Schedules
Resource Skill: Creator Name The name of the person who created a skill. Skills
Resource Skill: ID The unique ID of a skill against a resource. Skills
Resource Skill: Level The skill level of a skill against a resource. Possible values are between 1 and 5. Skills
Resource Skill: Max Level Displays whether the skill uses levels or not. (5 = uses levels, 1 = doesn't use levels) Skills
Resource Skill: Name The name of the skill being used by a resource. Skills
Resource Skill: Type The type of skill (Certification, Language, Other, Skill). Skills
Resource: Default Role Title For a resource that is tied to a user, this is the user's account default role. For a resource that is not tied to a user, this is the role of the resource. Resource
Resource: Geography The geography of a resource. This field relates to the organizations feature. Resource
Resource: Name Aggregate For a named resource, this is the person's name. For an unnamed resource, this is the resource title. Resources that share the same name or title may be grouped together to aggregate resource information across multiple projects. Resource
Resource: Project Title For an estimate scenario resource that was turned into a project, this is the resulting project. This allows you to compare your resource allocations on the estimate against the results of the project. Resource
Resource: Title The title or unique ID of a resource. Resources with the same title are not grouped together. Use the Display Label dropdown menu to display the title or ID. Resource
Resource: Title Aggregate The title of a resource. Can be used to group together multiple resources across projects of the same title. Resource
Resource: Type The type of resource (Named or Unnamed) when adding a resource to a project via Resource Center. Resource
Role: Name The name or ID of the role associated with a time entry. Use the Display Label dropdown menu to display the name or ID. Resource
Task Active Day: ID The unique ID for each active day of a task (based on the task start and due date). Tasks
Task Assignment: Current A flag that indicates if a task assignment is active (true or false). Tasks
Task Assignment: ID The unique ID for assignments in Kantata OX, which connect users with tasks. Tasks
Task Assignment: User Name The user(s) who have been assigned to a task. Tasks
Task Status Change: ID The unique ID of a task status change. Tasks
Task Status Change: Status Historical task status at time task status was changed (date/time stamped). Tasks
Task Tag: ID The unique ID of a task tag. Tasks
Task Tag: Name The name of a tag used on a task. Tasks
Task: Archived A flag that indicates if a task is archived (true or false). Tasks
Task: Billable A flag that indicates if a task is billable (true = billable, false = non-billable). Tasks
Task: Creator The user that created the task. Tasks
Task: Current Status The current status of a task. (Started, Not Started, Complete, etc.) Tasks
Task: Description The description of a task. Tasks
Task: Fixed Fee A flag that indicates if a task is fixed fee (true = fixed fee, false = time and materials). Tasks
Task: ID The unique ID of a task. Tasks
Task: Late Start A flag that indicates if the task start date has passed and the task is not yet started (true or false). Tasks
Task: Name The task name or task ID. Use the Display Label dropdown menu to display the name or ID. Tasks
Task: Overdue A flag that indicates if a task due date is past the current date and the task status is not complete (true or false). Tasks
Task: Parent Parent task name; displays the title of the task that is one level higher than a task. If a task is at the top level, then this is the same as the task itself. Use the Display Label dropdown menu to display the name or ID. Tasks
Task: Priority Priority of a task. (Normal, Low, High, Critical) Tasks
Task: Title Aggregate The title of a task. When used in a report, tasks with identical names can be grouped together across project(s). Tasks
Task: Top Level The highest level task. (Cannot have parent tasks above.) Use the Display Label dropdown menu to display the name or ID. Tasks
Task: Type The task type. (Task, Milestone, Deliverable, etc.) Tasks
Time Entry Location: Archived A flag that indicates if a time entry location is archived (true or false). Time Entry
Time Entry Location: Name The name or unique ID of the location associated with a time entry. Time Entry
Time Entry Location: Name Aggregate The name of the location associated with a time entry. Can be used to group locations with the same name. Time Entry
Time Entry: Approved A flag that indicates if a time entry is approved (true or false). Time Entry
Time Entry: Billable A flag that indicates if a time entry is billable (true = billable, false = non-billable). Time Entry
Time Entry: ID The unique ID of a time entry. Time Entry
Time Entry: Last Action By The last user to approve/reject a time entry. This is empty if there has been no approval/rejection yet. Time Entry
Time Entry: Notes The note associated with a time entry. Time Entry
Time Entry: Requires Approval A flag that indicates if a time entry requires approval (true or false). Time Entry
Time Entry: Status The status of a time entry. Time Entry
Time Entry: Status Note Note on the status of the time entry. Time Entry
Time Entry: Submission ID The unique ID for the submission for time entries. Time Entry
Time Entry: Taxable A flag that indicates if a time entry is taxable (true or false). Time Entry
Time Entry: Type The time entry type. (Time Adjustment or Time Entry) Time Entry
User Skill: Creator Name of the person who assigned the skill to somebody else. Skills
User Skill: ID The unique ID of a skill against a user. Skills
User Skill: Level Level (1-5) of the user skill. Skills
User Skill: Max Level Displays whether the skill uses levels or not. (5 = uses levels, 1 = doesn't use levels) Skills
User Skill: Name The name of the skill being used by a user. Skills
User Skill: Type The type of skill (Certification, Language, Other, Skill). Skills
User: Account ID The unique ID of the Kantata account the user belongs to. Users
User: Classification Designates whether the user belongs to the primary account or another external account. Users
User: Default Role The role of the user. This field will always be the user's role even if they have changed it for a time entry or project. Use the Display Label dropdown menu to display the name or ID. Users
User: Email The user's email address. Can be used Users
User: Full Name Aggregate Full name of the user. Allows you to group users with the same name. Users
User: ID The Kantata assigned internal ID of a user. Users
User: Job Title Job title of a user. Users
User: Manager ID The ID of the user's manager. The manager may also be responsible for approving time. Users
User: Manager Name The name of the user's manager. The manager may also be responsible for approving time. Users
User: Name Can display a user's name, ID, or photo path. Use the Display Label dropdown menu to select the property to display. Users
User: Permission The user's permission level. (Administrator, Report Viewer, Project Lead, Project Creator, Collaborator, or Punch Clock) Users
ͺAudit: Action Type The action associated with an audited event (create, delete or update). Requires the Audit Logs feature. To enable, please contact your CSM. ͺAudit
ͺAudit: Field The field associated with an audited event (e.g. billable, bill_rate, cost_rate). Requires the Audit Logs feature. To enable, please contact your CSM. ͺAudit
ͺAudit: ID The unique ID of a field change in an audit transaction. Requires the Audit Logs feature. To enable, please contact your CSM. ͺAudit
ͺAudit: Previous Value The value of a field prior to being changed by an audited event. Requires the Audit Logs feature. To enable, please contact your CSM. ͺAudit
ͺAudit: Record ID The unique ID of the object which was affected by an audited action. Requires the Audit Logs feature. To enable, please contact your CSM. ͺAudit
ͺAudit: Record Name The name of the object associated with an audited event. Requires the Audit Logs feature. To enable, please contact your CSM. ͺAudit
ͺAudit: Record Project Name The associated project name, if an audited event was a change made against a project. Requires the Audit Logs feature. To enable, please contact your CSM. ͺAudit
ͺAudit: Record Type The type of the object which was affected by an audited action (e.g. Time Entry, Task Assignment). Requires the Audit Logs feature. To enable, please contact your CSM. ͺAudit
ͺAudit: Transaction Datetime The date and time of an audited event. Requires the Audit Logs feature. To enable, please contact your CSM. ͺAudit
ͺAudit: Transaction Hour The hour time stamp of an audited event. Requires the Audit Logs feature. To enable, please contact your CSM. ͺAudit
ͺAudit: Transaction ID The unique ID of an audit transaction. Requires the Audit Logs feature. To enable, please contact your CSM. ͺAudit
ͺAudit: User ID The unique ID of the user who completed the audited action. Requires the Audit Logs feature. To enable, please contact your CSM. ͺAudit
ͺAudit: User Name The name of the user who completed the audited action. Requires the Audit Logs feature. To enable, please contact your CSM. ͺAudit
ͺAudit: Value The value of a field after being changed by an audited action. Requires the Audit Logs feature. To enable, please contact your CSM. ͺAudit
ͺCandidate Custom Fields: ID Used to join a candidate object and its attribute custom fields. Not currently available.
ͺCandidate Custom Fields
ͺCandidate Demand Day: ID Record of a candidate's allocated demand per day. Not currently available. ͺCandidate
ͺCandidate Demand Day: Status The status of a candidate's allocated demand. Not currently available. ͺCandidate
ͺCandidate: ID The unique ID of a candidate. Not currently available. ͺCandidate
ͺCandidate: Status The status of a candidate. Not currently available. ͺCandidate
ͺEstimate Scenario Custom Fields: ID Used to join an estimate scenario and its attribute custom fields.
Estimate Custom Fields
ͺExpense External: ID The external ID of an expense external reference. Used for integrations. ͺExternal Reference
ͺExpense External: Integration Service The name of the integration service associated with an expense external reference. ͺExternal Reference
ͺExpense External: Integration Status The status of the integration service used on an expense external reference. ͺExternal Reference
ͺExpense External: Link Link used on facilitating integration of an expense external reference. ͺExternal Reference
ͺExpense External: Message The message added to an expense external reference. Used for integrations. ͺExternal Reference
ͺExpense External: Object The object used for an expense external reference. Used for integrations. ͺExternal Reference
ͺExpense External: Reference ID The unique ID of an expense external reference record. Used for integrations. ͺExternal Reference
ͺExternal: ID The external ID of an external reference. Used for integrations. ͺExternal Reference
ͺExternal: Integration Service The name of the integration service used on an external reference. ͺExternal Reference
ͺExternal: Integration Status The status of the integration service used on an external reference. ͺExternal Reference
ͺExternal: Link Link used on facilitating integration of an external reference. ͺExternal Reference
ͺExternal: Object The message associated with an external reference. Used for integrations. ͺExternal Reference
ͺExternal: Reference ID The unique ID of an external reference record. Used for integrations. ͺExternal Reference
ͺGroup Custom Field Used to join a group and its attribute custom fields. Group Custom Fields
ͺInvoice External: ID The external ID of an invoice external reference. Used for integrations. ͺExternal Reference
ͺInvoice External: Integration Service The name of the integration service used on an invoice external reference. ͺExternal Reference
ͺInvoice External: Integration Status The status of the integration service used on an invoice external reference. ͺExternal Reference
ͺInvoice External: Link Link used on facilitating integration of an invoice external reference. ͺExternal Reference
ͺInvoice External: Message The message added to an invoice external reference. Used for integrations. ͺExternal Reference
ͺInvoice External: Object Object used for invoice external reference. Used for integrations. ͺExternal Reference
ͺInvoice External: Reference ID The unique ID of an invoice external reference. Used for integrations. ͺExternal Reference
ͺOrganization Pair ID The unique ID of the relationship between departments and geographies. Requires the Organizations feature. To enable, please contact your CSM. Organizations
ͺOrganization Pair to Project ID The unique ID of the relationship between projects and their associated organizations. Requires the Organizations feature. To enable, please contact your CSM. Organizations
ͺOrganization Pair to User ID The unique ID of the relationship between users and their associated organizations. Requires the Organizations feature. To enable, please contact your CSM. Organizations
ͺOrganization: Department The department(s) associated with a project or user. Use the Display Label dropdown menu to display the name or ID. Requires the Organizations feature. To enable, please contact your CSM. Organizations
ͺOrganization: Department Parent Name The parent department(s) associated with a project or user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
ͺOrganization: Geography The geography(ies) associated with a project or user. Use the Display Label dropdown menu to display the name or ID. Requires the Organizations feature. To enable, please contact your CSM. Organizations
ͺOrganization: Geography Parent Name The parent geography(ies) associated with a project or user. Requires the Organizations feature. To enable, please contact your CSM. Organizations
ͺPlanned Workday: Org User ID Used to join orgs and planned workday hours. Not currently available. Organizations
ͺProject Custom Field ID Used to join a project and its fact custom fields. Project Custom Fields
ͺProject to Group ID Used to join a project and one or more groups. Groups
ͺRecords of Assignment Fact Used to join fact data to user task assignments. Tasks
ͺRecords of Candidate Custom Fields Fact Used to join fact data to candidate custom fields. Not currently available.
ͺCandidate Custom Fields
ͺRecords of Estimate Scenario Custom Fields Fact Used to join fact data to estimate scenario custom fields.
Estimate Custom Fields
ͺRecords of Group Custom Fields Fact Used to join fact data to group custom fields. Group Custom Fields
ͺRecords of Invoice Project Used to join fact data to invoices. Invoices
ͺRecords of Project Custom Fields Fact Used to join fact data to project custom fields. Project Custom Fields
ͺRecords of Project Fact Used to join fact data to projects. Projects
ͺRecords of Project Snapshot Used to join fact data to project snapshots. Not currently available. ͺSystem
ͺRecords of Resource Custom Fields Fact Used to join fact data to resource custom fields.
Resource Custom Fields
ͺRecords of Staffing Demand Custom Fields Fact Used to join fact data to staffing demand custom fields. Not currently available.
ͺStaffing Demand Custom Fields
ͺRecords of Task Custom Fields Fact Used to join fact data to task custom fields. Task Custom Fields
ͺRecords of Task Fact Used to join fact data to tasks. (e.g. Task Estimated Hours) Tasks
ͺRecords of User Custom Fields Fact Used to join fact data to user custom fields. User Custom Fields
ͺRecords of User Fact Used to join fact data to users. (e.g. user cost rate, user target utilization) Users
ͺRecords of User Planned Skill Workday Used to join fact data to user planned skill workday. Not currently available. Users
ͺRecords of User Planned Workday Used to join fact data to user planned workday. Not currently available. Users
ͺRecords of User Skill Workday Used to join fact data to user skill workday. Not currently available. Users
ͺRecords of User Workday Used to join fact data to user workday. Users
ͺResource Allocation Day: Note The notes added to an allocation via Resource Center. Requires the allocation notes feature. To enable, please contact your CSM. Allocations
ͺResource Custom Fields: ID Used to join resources and their attribute custom fields. Resource
ͺScheduled Org: User ID Used to join orgs and scheduled hours. Not currently available. Organizations
ͺStaffing Demand The unique ID of a staffing demand. Not currently available. ͺStaffing Demand
ͺStaffing Demand Custom Fields: ID Used to join staffing demand and their attribute custom fields. Not currently available.
ͺStaffing Demand Custom Fields
ͺStaffing Demand Day: Status The status of a staffing demand record. Not currently available. ͺStaffing Demand
ͺStaffing Demand Skill: Creator Name The name of the user who created a staffing demand skill. Not currently available. ͺStaffing Demand
ͺStaffing Demand Skill: ID The unique ID of a staffing demand skill record. Not currently available. ͺStaffing Demand
ͺStaffing Demand Skill: Level The level a staffing demand record has assigned to a skill (1-5). Not currently available. ͺStaffing Demand
ͺStaffing Demand Skill: Max Level Displays whether the skill uses levels or not. (5 = uses levels, 1 = doesn't use levels). Not currently available. ͺStaffing Demand
ͺStaffing Demand Skill: Name The name of a skill on a staffing demand record. Not currently available. ͺStaffing Demand
ͺStaffing Demand Skill: Type The type of a skill on a staffing demand record (Certification, Language, Other, Skill). Not currently available. ͺStaffing Demand
ͺStaffing Demand: Day ID The unique ID of a staffing demand day. Not currently available. ͺStaffing Demand
ͺStaffing Demand: Status The status of a staffing demand record. Not currently available. ͺStaffing Demand
ͺStaffing Demand: Title The title of a staffing demand record. Not currently available. ͺStaffing Demand
ͺSurvey Answer: External ID The unique ID of a survey answer external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Answer: External Link Link used on facilitating integration of a survey answer external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Answer: External Message The message added to a survey answer expense external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Answer: External Object The object used for a survey answer external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Answer: External Reference ID The unique ID of the reference used on a survey answer external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Answer: External Status The status of a survey answer in the external system. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Answer: Integration Service The name of the integration service used on a survey answer external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Answer: Integration Status The status of the integration service used on a survey answer external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Answer: Locked A flag which indicates if a survey answer has been locked (true or false). Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Answer ID The unique ID of a survey answer, where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Answer Text The text of a survey answer, where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Answered A flag which indicates if a survey question was answered (true or false), where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Choice Selected A flag which indicates if a choice was selected on a survey (true or false), where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Choice Text The text of a survey choice, where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: ID The unique ID used on surveys, where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Owner ID The unique ID of the survey owner, where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Owner Name The name of the survey owner, where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Project ID The unique ID of the project, where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Project Name The name of the project, where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Question ID The unique ID of a question on a survey, where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Question Text The question text on a survey, where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Respondent ID The unique ID of a respondent to a survey, where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Respondent Name The name of a respondent to a survey, where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Response ID The unique ID of a response to a survey, where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Status The status of a survey, where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Subject Name The subject name of a survey, where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Project: Template ID The unique ID of the template used for a survey, where the survey subject is a project. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Question: External ID The unique ID of a survey question external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Question: External Link Link used on facilitating integration of a survey question external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Question: External Message The message added to a survey question external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Question: External Object The object used for a survey question external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Question: External Reference ID The unique ID of the reference used on a survey question external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Question: External Status The status of a survey question in the external system. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Question: Integration Service The name of the integration service used on a survey question external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Question: Integration Status The status of the integration service used on a survey question external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Question: Locked A flag which indicates if a survey question has been locked (true or false). Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Response: External ID The unique ID of a survey response external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Response: External Link Link used on facilitating integration of a survey response external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Response: External Message The message added to a survey response external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Response: External Object The object used for a survey response external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Response: External Reference ID The unique ID of the reference used on a survey response external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Response: External Status The status of a survey response in the external system. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Response: Integration Service The name of the integration service used on a survey response external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Response: Integration Status The status of the integration service used on a survey response external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Response: Locked A flag which indicates if a survey response has been locked (true or false). Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: Answer ID The unique ID of a survey answer, where the survey subject is a task. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: Answer Text The text of a survey answer, where the survey subject is a task. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: Answered A flag which indicates if a survey question was answered (true or false), where the survey subject is a task. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: Choice Selected A flag which indicates if a choice was selected on a survey (true or false), where the survey subject is a task. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: Choice Text The text of a survey choice, where the survey subject is a task. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: ID The unique ID used on surveys, where the survey subject is a task. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: Owner ID The unique ID of the survey owner, where the survey subject is a task. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: Owner Name The name of the survey owner, where the survey subject is a task. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: Question ID The unique ID of a question on a survey, where the survey subject is a task. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: Question Text The question text on a survey, where the survey subject is a task. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: Respondent ID The unique ID of a respondent to a survey, where the survey subject is a task. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: Respondent Name The name of a respondent to a survey, where the survey subject is a task. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: Response ID The unique ID of a response to a survey, where the survey subject is a task. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: Status The status of a survey, where the survey subject is a task. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: Subject Name The subject name of a survey, where the survey subject is a task. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: Template ID The unique ID of the template used for a survey, where the survey subject is a task. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Template: External ID The unique ID of a survey template external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Template: External Link Link used on facilitating integration of a survey template external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Template: External Message The message added to a survey template external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Template: External Object The object used for a survey template external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Template: External Reference ID The unique ID of the reference used on a survey template external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Template: External Status The status of a survey template in the external system. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Template: Integration Service The name of the integration service used on a survey template external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Template: Integration Status The status of the integration service used on a survey template external reference. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Template: Locked A flag which indicates if a survey template has been locked (true or false). Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey User: Answer ID The unique ID of a survey answer, where the survey subject is a user. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey User: Answer Text The text of a survey answer, where the survey subject is a user. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey User: Answered A flag which indicates if a survey question was answered (true or false), where the survey subject is a user. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey User: Choice Selected A flag which indicates if a choice was selected on a survey (true or false), where the survey subject is a user. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey User: Choice Text The text of a survey choice, where the survey subject is a user. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey User: ID The unique ID used on surveys, where the survey subject is a user. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey User: Owner ID The unique ID of the survey owner, where the survey subject is a user. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey User: Owner Name The name of the survey owner, where the survey subject is a user. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey User: Question ID The unique ID of a question on a survey, where the survey subject is a user. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey User: Question Text The question text on a survey, where the survey subject is a user. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey User: Respondent ID The unique ID of the respondent to a survey, where the survey subject is a user. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey User: Respondent Name The name of a respondent to a survey, where the survey subject is a user. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey User: Response ID The unique ID of a response to a survey, where the survey subject is a user. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey User: Status The status of a survey, where the survey subject is a user. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey User: Subject Name The subject name of a survey, where the survey subject is a user. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey User: Template ID The unique ID of the template used for a survey, where the survey subject is a user. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSystem: Invoice Access ID Not currently available. ͺSystem
ͺSystem: Login Not currently available. ͺSystem
ͺSystem: Project Access ID Not currently available. ͺSystem
ͺSystem: Task Access ID Not currently available. ͺSystem
ͺTask Custom Fields: ID Used to join a task and its attribute custom fields. Task Custom Fields
ͺTask Org: ID Used to join orgs and tasks. Not currently available. Organizations
ͺTask: Cost Budget Exchange Rate Source The source of the exchange rate (added via the API). Tasks
ͺTask: Cost Budget Source Currency The currency of a task cost budget before conversion to the project's currency. Tasks
ͺTask: Level The level (1-5) a task is positioned within the task tracker. A level 1 task is the top level within a structure. Requires the Task Order feature. To enable, please contact your CSM. Tasks
ͺTask: Order Position The number order a task is presented within a project workspace including all nested children tasks. Requires the Task Order feature. To enable, please contact your CSM. Tasks
ͺTask: Order Position Task ID The unique ID of a task. Used to join with the task order dataset. Requires the Task Order feature. To enable, please contact your CSM. Tasks
ͺTime Adjustment: Billable A flag that indicates if a time adjustment is billable (true = billable, false = non-billable). Requires the Time Adjustment feature. To enable, please contact your CSM. ͺTime Adjustments
ͺTime Adjustment: Creator Name The user who created a time adjustment. Requires the Time Adjustment feature. To enable, please contact your CSM. ͺTime Adjustments
ͺTime Adjustment: ID The unique ID of a time adjustment. Requires the Time Adjustment feature. To enable, please contact your CSM. ͺTime Adjustments
ͺTime Adjustment: Notes The notes associated with a time adjustment. Requires the Time Adjustment feature. To enable, please contact your CSM. ͺTime Adjustments
ͺTime Entry External: ID The external ID of a time entry external reference. Used for integrations. ͺExternal Reference
ͺTime Entry External: Integration Service The name of the integration service used on a time entry external reference. ͺExternal Reference
ͺTime Entry External: Integration Status The status of the integration service used on a time entry external reference. ͺExternal Reference
ͺTime Entry External: Link Link used on facilitating integration of a time entry external reference. ͺExternal Reference
ͺTime Entry External: Message The message added to a time entry external reference. Used for integrations. ͺExternal Reference
ͺTime Entry External: Object The object used for a time entry external reference. Used for integrations. ͺExternal Reference
ͺTime Entry External: Reference ID The unique ID of a time entry external reference record. Used for integrations. ͺExternal Reference
ͺTime Entry Org: User ID Used to join orgs and time entries. Not currently available. Organizations
ͺTime Entry: Has External References A flag that indicates if a time entry has a linked external reference (true or false). ͺExternal Reference
ͺUser Custom Fields: ID Used to join a user and its attribute custom fields. User Custom Fields
ͺUser Skill: Schedule ID Used to join user skills and tasks. Not currently available. Skills
ͺWorkday Org: User ID Used to join orgs and user workday. Not currently available. Organizations

Facts

Note: Some fact names are prefixed with a subscript character ( ͺ ) to indicate that they are supplemental. Supplemental fact may be used with beta features, are infrequently used, or are nonfunctional.

Name Description Folder
Additional Item: Amount In Cents The additional item amount in cents from an invoice. Invoices
Currency: Base Unit Used to divide other financial facts stored in subunits into units. (e.g. Fees in Cents to Fees in Dollars) Currency
Estimate: Budget In Cents The budget of an estimate in cents. Estimates
Estimate: Opportunity Confidence The estimated % chance of closing an estimate. Estimates
Expense: Amount In Cents The amount of an expense in cents. Expenses
 
Expense: Exchange Rate The exchange rate of an expense. Expenses
Expense: Source Currency Amount in Cents The source currency of an expense in cents. Expenses
Fixed Fee Item: Amount In Cents The amount of a fixed fee item on an invoice in cents. Invoices
FX: Rate The foreign exchange rate value for a period entered on the default exchange rate table. Foreign Exchange
Holiday Time In Minutes The amount of holiday time entered in a user's calendar. Users
Invoice: Amount In Cents The invoice amount in cents. Invoices
Invoice: Payment Schedule The payment schedule of an invoice (e.g. 30 days). Invoices
Invoice: Tax Rate The invoice tax rate. Invoices
Project Accounting: Amount The amount of the project accounting record, created at the project or task level. Project Accounting
Project Accounting: Budget The budget of the project accounting record, created at the project or task level. Project Accounting
Project Accounting: Cost The cost amount of the project accounting record, created at the project or task level. Project Accounting
Project Accounting: Cost EAC The cost EAC amount of the project accounting record, created at the project or task level. Project Accounting
Project Accounting: Hours The hours of the project accounting record, created at the project or task level. Project Accounting
Project Accounting: Hours EAC The hours EAC of the project accounting record, created at the project or task level. Project Accounting
Project Accounting: Hours ETC The hours ETC of the project accounting record, created at the project or task level. Project Accounting
Project Accounting: Percent Complete The percentage complete of the project accounting record, created at the project or task level. Project Accounting
Project Accounting: Total Estimated Hours The estimated hours of the project accounting record, created at the project or task level. Project Accounting
Project Accounting: Total Hours To Date The hours to date of the project accounting record, created at the project or task level. Project Accounting
Project: Amount Paid The total amount paid to a project from invoices and individually logged payments. Projects
Project: Budget In Cents The project budget in cents, set in project settings. Projects
Project: Budget Used In Cents The project burn based off actual fees in cents. Expenses are included if "include expenses" is checked in project settings. Projects
Project: Original Budget The project's original budget, set in the budget section in the project admin box. Projects
Project: Target Margin The target margin, set in project settings. Projects
Resource Allocation Day: Cost In Cents The user cost in cents (Hours Allocated × Cost Rate) from allocations within Resource Center. Allocations
Resource Allocation Day: Fees In Cents The allocated fees in cents (Hours Allocated × Bill Rate) from allocations within Resource Center. Allocations
Resource Allocation Day: Time in Minutes The minutes allocated for a resource via Resource Center. Allocations
Resource Schedule Day: Bill Amount in Cents The scheduled fees in cents (Hours Scheduled × Bill Rate) within the Resourcing tab of a project or Scheduling tab of a task. Schedules
Resource Schedule Day: Cost Amount in Cents The scheduled cost in cents (Hours Scheduled × Cost Rate) within the Resourcing tab of a project or Scheduling tab of a task. Schedules
Resource Schedule Day: Time in Minutes The hours scheduled within the Resourcing tab of a project or Scheduling tab of a task. Schedules
Task: Cost Budget Amount In Cents The cost budget in cents of an individual task. Tasks
Task: Cost Budget Exchange Rate The conversion rate between task costs (applicable to currency conversion). Tasks
Task: Estimated Budget In Cents The task budget in cents. Tasks
Task: Estimated Minutes The task estimated time in minutes. Tasks
Task: Percentage Complete The percentage complete entered on a task. Tasks
Time Entry: Bill Rate In Cents The bill rate in cents used for an individual time entry. Time Entry
Time Entry: Cost In Cents The cost amount in cents of an individual time entry (Hours × Cost Rate). Time Entry
Time Entry: Cost Rate In Cents The cost rate in cents used for an individual time entry. Time Entry
Time Entry: Fees In Cents The bill amount in cents of an individual time entry. (Hours × Bill Rate). Time Entry
Time Entry: Time In Minutes The time entry amount logged by users. Time Entry
Time Off Time In Minutes Time off minutes recorded from a user's calendar. Users
User Dynamic Utilization Target % A user's utilization target that takes into account any changes to the target. Users
User: Bill Rate in Cents A user's default bill rate in cents, set in member settings. If rate cards are enabled, this fact displays as 0. Users
User: Cost Rate in Cents A user's default cost rate in cents, set in member settings. Users
User: Current Utilization Target % A user's current billable utilization target. Users
Workday Time In Minutes A user's workweek in minutes. Users
ͺAudit: Placeholder A placeholder for the Audit dataset. Not currently available. ͺAudit
ͺCandidate Custom Fields: Fact Placeholder A placeholder for the Candidate Custom Fields Fact dataset. Not currently available.
ͺCandidate Custom Fields
ͺEstimate Custom Fields: Fact Placeholder A placeholder for the Estimate Custom Fields Fact dataset. Not currently available.
Estimate Custom Fields
ͺExpense External: Reference Fact The numerical value of an expense external reference. Used for integrations. ͺSystem
ͺGroup Custom Fields Fact Placeholder A placeholder for the Group Custom Fields Fact dataset. Not currently available. Group Custom Fields
ͺInvoice External Ref Fact The numerical value of an invoice external reference. Used for integrations. ͺSystem
ͺPlanned Minutes This is a legacy fact which has been replaced by Resource Allocation Day: Time In Minutes. ͺSystem
ͺPlanned Org: Time in Minutes The number of planned minutes per org. Not currently available. ͺSystem
ͺPlanned Skill Minutes The number of planned minutes per skill. Not currently available. ͺSystem
ͺProject Active Day: Placeholder A placeholder for the Project Active Day dataset. Not currently available. ͺSystem
ͺProject Custom Fields Fact Placeholder A placeholder for the Project Custom Fields Fact dataset. Not currently available. Project Custom Fields
ͺProject Participation: Allocated Minutes This is a legacy fact which has been replaced by Allocated Time In Minutes. Projects
ͺProject Participation: Bill Rate in Cents The bill rate of project roles in cents, set in the project Rates and Roles page. Projects
ͺProject Participation: Estimated Minutes This is a legacy fact which has been replaced by Allocated Time In Minutes. Projects
ͺProject Snapshot Percentage Complete An average percent complete based on a project's top level tasks. ͺSystem
ͺResource Custom Fields Fact: Placeholder A placeholder for the Resource Custom Fields dataset. Not currently available.
Resource Custom Fields
ͺScheduled Org: Cost In Cents The sum of all cost in cents (Hours Scheduled × Cost Rate) by Organization. Not currently available. ͺSystem
ͺScheduled Org: Fees In Cents The sum of all scheduled fees in cents (Billable Hours × Bill Rate) by Organization. Not currently available. ͺSystem
ͺScheduled Org: Time In Minutes The sum of all scheduled minutes by Organization. Not currently available. ͺSystem
ͺScheduled Skill: Cost In Cents The sum of all user cost in cents (Hours Scheduled × Cost Rate) by skill and Organization. ͺSystem
ͺScheduled Skill: Fees In Cents The sum of all scheduled fees in cents (Billable Hours × Bill Rate) by skill and Organization. ͺSystem
ͺScheduled Skill: Time In Minutes The sum of all scheduled minutes by skill and Organization. ͺSystem
ͺSnapshot ID The unique ID of a snapshot. ͺSystem
ͺStaffing Demand Custom Fields Fact: Placeholder A placeholder for the Staffing Demand Custom Fields dataset. Not currently available.
ͺStaffing Demand Custom Fields
ͺStaffing Demand Quantity The number of full-time resources for a staffing demand request. Not currently available. ͺStaffing Demand
ͺSubtask: Billable Time In Minutes The sum of all billable time in minutes logged to subtasks nested beneath a task. Tasks
ͺSubtask: Count The count of all subtasks nested beneath a task. Tasks
ͺSubtask: Depth The depth (1-5) of a subtask nested beneath a task. Tasks
ͺSubtask: Estimated Budget In Cents The sum of all task budgets in cents on subtasks nested beneath a task. Tasks
ͺSubtask: Estimated Budget Used In Cents The sum of all fees in cents logged to subtasks nested beneath a task. Tasks
ͺSubtask: Estimated Minutes The sum of all task estimated minutes on subtasks nested beneath a task. Tasks
ͺSurvey Project: Answer Numeric The answer value from surveys where the subject is a project and the answer is a numeric value. ͺSurveys
ͺSurvey Project: Placeholder A placeholder for the Survey Project dataset. Not currently available. ͺSurveys
ͺSurvey Task: Answer Numeric The answer value from surveys where the subject is a task and the answer is a numeric value. Requires the Surveys feature. To enable, please contact your CSM. ͺSurveys
ͺSurvey Task: Placeholder A placeholder for the Survey Task dataset. Not currently available. ͺSurveys
ͺSurvey User: Answer Numeric The answer value from surveys where the subject is a user and the answer is a numeric value. ͺSurveys
ͺSurvey User: Placeholder A placeholder for the Survey User dataset. Not currently available. ͺSurveys
ͺTask Active Day: Budget Estimate in Cents The task time estimate in minutes per active day of a task (every day between the start and due date). Tasks
ͺTask Active Day: Budget Estimate in Cents The task budget estimate in cents per active day of a task (every day between the start and due date). Tasks
ͺTask Assignment: Estimated Minutes The amount of estimated minutes for a task per resource. Tasks
ͺTask Assignment: Scheduled Minutes Total amount of scheduled minutes per person, per task Tasks
ͺTask Custom Fields Fact: Placeholder A placeholder for the Task Custom Fields Fact dataset. Not currently available. Task Custom Fields
ͺTask Org: Budget Estimate In Cents The task budget estimate in cents by Organization. Tasks
ͺTask Org: Time Estimate In Minutes The task time estimate in minutes by Organization. Not currently available. Tasks
ͺTask: Actual Billable Time In Minutes The time entry amount logged by task. Not currently available. Tasks
ͺTask: Actual Non-Billable Time In Minutes The non-billable time entry amount logged by task. Not currently available. Tasks
ͺTask: Cost Budget Source Amount In Cents The task cost budget amount in its source currency. Tasks
ͺTask: Fees In Cents The bill amount in cents of all time entries (Hours × Bill Rate) logged to a task. Tasks
ͺTask: Milestone Weight The task weight, set in the Task Tracker. Tasks
ͺTime Adjustment: Bill Rate In Cents The bill rate of a time adjustment in cents. Requires the Time Adjustment feature. To enable, please contact your CSM. ͺTime Adjustments
ͺTime Adjustment: Cost Amount In Cents The cost amount of a time adjustment in cents. Requires the Time Adjustment feature. To enable, please contact your CSM. ͺTime Adjustments
ͺTime Adjustment: Cost Rate In Cents The cost rate of a time adjustment in cents. Requires the Time Adjustment feature. To enable, please contact your CSM. ͺTime Adjustments
ͺTime Adjustment: Fees In Cents The fees (Bill Rate × Hours) of a time adjustment in cents. Requires the Time Adjustment feature. To enable, please contact your CSM. ͺTime Adjustments
ͺTime Adjustment: Time In Minutes The time adjustment amount in minutes. Requires the Time Adjustment feature. To enable, please contact your CSM. ͺTime Adjustments
ͺTime Entry External: Reference Fact The numerical value of a time entry external reference. Used for integrations. ͺExternal Reference
ͺTime Entry Org: Bill Amount In Cents The sum of all actual fees in cents (Billable Hours × Bill Rate) by Organization. Not currently available. ͺSystem
ͺTime Entry Org: Bill Rate in Cents The bill rate in cents used for an individual time entry by Organization. ͺSystem
ͺTime Entry Org: Cost Amount In Cents The sum of all cost in cents (Hours × Cost Rate) by Organization. Not currently available. ͺSystem
ͺTime Entry Org: Cost Rate in Cents The cost rate in cents used for an individual time entry by Organization. ͺSystem
ͺTime Entry Org: Time In Minutes The time entry amount by Organization. Not currently available. ͺSystem
ͺUser Custom Fields Fact Placeholder A placeholder for the User Custom Fields Fact dataset. Not currently available. User Custom Fields
ͺWorkday Org: Time In Minutes The sum of all workday minutes by Organization. Not currently available. ͺSystem
ͺWorkday Skill: Time In Minutes The sum of all workday minutes by skill. Not currently available. ͺSystem
ͺWorkspace Org: Amount Paid The total amount paid to a project from invoices and individually logged payments by Organization. Not currently available. ͺSystem
ͺWorkspace Org: Budget The project budget, set in project settings by Organization. Not currently available. ͺSystem
ͺWorkspace Org: Original Budget The project's original budget, set in the budget section in the project admin box by Organization. Not currently available. ͺSystem

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