INFO
On December 9, 2021, we updated Insights standard dashboards, metrics, attributes, and facts. This article provides a summary of the changes.
Overview
The Mavenlink Insights platform gives you visibility into all your data so you can make informed and timely decisions. Insights comes with a set of standard dashboards, plus the ability to create custom reports for any data you need.
To enhance our standard dashboards, we've added homepage tabs to help you understand how to leverage these powerful reports for your business. We've also updated the names and descriptions of metrics, attributes, and facts to simplify and speed up custom report building—giving you the clarity and confidence to create your own Insights reports.
Home Tabs for Standard Dashboards
Each standard dashboard now includes a Home tab that describes the reports in each tab and explains the key concepts and calculations used throughout the dashboard. These homepages help you find reports that contain business-critical information and quickly jump to the tabs you use most often.
Updated Metrics, Attributes, and Facts
The names of metrics, attributes, and facts have been updated to make it easier to find the items you need when building custom reports. Names now use the Category: Name format to clarify what each metric, attribute, and fact is for and to differentiate similarly named items. For example, the two attributes previously named "Approved" are now "Expense: Approved" and "Time Entry: Approved." This also groups related items near one another, so you can quickly add relevant data to your custom reports.
We’ve also updated descriptions to better explain how metrics are calculated, how attributes group data, and where facts pull data from. These new descriptions help you choose the right metrics, attributes, and facts to display the data you need in the way you want.
The new names and descriptions will appear in the following areas:
- Standard and custom reports
- The report editor
- The Manage tab of the Advanced Editor
- Data exports
Note: If you've set a custom name for a metric or attribute in a report, the custom name will continue to appear in the report and in data exports.
INFO
Some attribute and fact names are now prefixed with a subscript character ( ͺ ) to indicate that they are supplemental. Supplemental attributes and facts may be used with beta features, are infrequently used, or are nonfunctional. Supplemental attributes and facts now appear at the bottom of their respective lists, making key attributes and facts more accessible.
Metrics
In addition to the name and description update, we also streamlined the out-of-the-box metrics to just over 200 metrics. Now, when you create custom reports, you'll see only the most essential and frequently-used metrics.
The ~700 surplus metrics have been moved into our supplemental set of metrics and will no longer be available when creating new custom reports. If you want to use a supplemental metric in a new custom report, you can duplicate the supplemental metric to convert it to a custom metric. If you have any questions about how to use supplemental metrics, please reach out to your Business Intelligence Consultant or Client Success Manager.
The update will not disrupt the functionality of standard and custom reports that use supplemental metrics—reports containing supplemental metrics will continue to load.
The following table lists the renamed metrics. Supplemental metrics are at the bottom and are prefixed with a subscript character.
Old Name | New Name | Folder |
---|---|---|
Availability % All (Allocations), without pf | Availability: Allocated %, All Resources | Workday and Capacity |
Availability: % (Named Resource Allocations) | Availability: Allocated %, Named Resources | Workday and Capacity |
Allocated Hours: Available Hours | Availability: Allocated Hours | Workday and Capacity |
Availability: Hours (All Workspace Allocations) | Availability: Allocated Hours, All Resources | Workday and Capacity |
Availability: Hours (Allocations, Hard Only) | Availability: Allocated Hours, Hard Allocations Only | Workday and Capacity |
Availability: Hours (Named Resource Allocations) | Availability: Allocated Hours, Named Resources Only | Workday and Capacity |
Availability % | Availability: Scheduled % | Workday and Capacity |
Availability: Hours | Availability: Scheduled Hours | Workday and Capacity |
Allocated Bill Rate | Bill Rate: Allocations | Rates |
Effective Bill Rate: Billable Hours Only | Bill Rate: Time Entries, Billable | Rates |
Effective Bill Rate: All Hours | Bill Rate: Time Entries, Non-Billable & Billable | Rates |
Cost, Actual [sum] | Cost Actual | Cost |
Cost (All) + Non-Billable Expenses | Cost Actual + Expenses: Non-Billable | Cost |
Cost, Actual: Non-Billable Time | Cost Actual: Non-Billable | Cost |
Cost, Allocated: All - (RAD) | Cost Allocated | Cost |
Cost EAC: via Actuals + Allocated (Factors Completed or Open) | Cost EAC: Allocated + Non-Billable Expenses | Cost |
Cost EAC: via Actuals + Sched (Factors Completed or Open) x-Expenses | Cost EAC: Scheduled | Cost |
Cost EAC: via Actuals + Scheduled (Only Tasks Not Completed) | Cost EAC: Scheduled + Non-Billable Expenses | Cost |
Cost, Allocated Projected: From Today (RAD) | Cost ETC: Allocated | Cost |
Cost, Projected: From Today (Only Tasks Not Completed) | Cost ETC: Scheduled | Cost |
Cost, Projected [sum] | Cost Scheduled | Cost |
Cost, Projected: Billable Tasks | Cost Scheduled: Billable | Margin and Cost |
Cost, Actual: Billable | Cost, Actual: Billable | Cost |
Date: Earliest Task Start Date (MM/DD/YY) | Date: Earliest Task Start Date (MM/DD/YY) | Dates |
Date: Latest Task Due Date (MM/DD/YY) | Date: Latest Task Due Date (MM/DD/YY) | Dates |
Date Metric - Project Due Date | Date: Project Due Date (MM/DD/YY) | Dates |
Date Metric - Project Start Date | Date: Project Start Date (MM/DD/YY) | Dates |
Dynamic Input: [Detect Boolean A] | Dynamic Input: [Detect Boolean A] | Dates |
Dynamic Input: [Detect Boolean B] | Dynamic Input: [Detect Boolean B] | Dates |
_Global Date [max] | Dynamic Input: Date [Max] | Dynamic Inputs |
_Global Date [min] | Dynamic Input: Date [Min] | Dynamic Inputs |
Expenses Charged: All | Expenses | Expenses |
Expenses Charged: All Approved | Expenses: Approved | Expenses |
Expenses Charged: Fixed Fee Tasks | Expenses: Billable, Fixed Fee | Expenses |
Expenses Charged: Billable T&M | Expenses: Billable, T&M | Expenses |
Expenses Charged: Invoiced | Expenses: Invoiced | Expenses |
Expenses Charged: Non-Billable | Expenses: Non-Billable | Expenses |
Expenses Charged: All Pending | Expenses: Pending Approval | Expenses |
Expenses Charged: All Rejected | Expenses: Rejected | Expenses |
Expenses Charged: Unbilled | Expenses: Uninvoiced | Expenses |
Expenses Charged: All Unsubmitted | Expenses: Unsubmitted | Expenses |
Fees Charged Actual: All | Fees Actual | Fees |
Fees Charged Actual: All [FX] | Fees Actual [FX] | Fees |
Fees Charged Actual: Fixed Fee Tasks | Fees Actual: Fixed Fee Tasks | Fees |
Fees Charged Actual: Invoiced & Paid | Fees Actual: Invoiced, Paid | Fees |
Fees Charged Actual: Invoiced & Unpaid | Fees Actual: Invoiced, Unpaid | Fees |
Fees Charged Actual: Billable T&M | Fees Actual: T&M Tasks | Fees |
WIP Outstanding [sum] - All | Fees Actual: T&M Tasks, Uninvoiced | Fees |
Fees Charged Actual: UnBilled | Fees Actual: Uninvoiced | Fees |
Fees Allocated: All - (RAD) | Fees Allocated | Fees |
Fees Allocated: Billable Projects | Fees Allocated: Billable Projects | Fees |
Fees Projected (T&M base) at EAC: Act+Scheduled (Only Not Completed) | Fees EAC: Scheduled, Billable | Fees |
Fees Allocated from Today: Billable | Fees ETC: Allocated, Billable | Fees |
Fees Scheduled from Today: Billable (Only Not Complete's) | Fees ETC: Scheduled, Billable | Fees |
Fees Scheduled: All | Fees Scheduled | Fees |
Fees Scheduled: Billable | Fees Scheduled: Billable Tasks | Fees |
Fees Scheduled: Fixed Fee Tasks | Fees Scheduled: Fixed Fee Tasks | Fees |
Fees Scheduled: Non-billable | Fees Scheduled: Non-Billable Tasks | Fees |
Fees Scheduled: T&M Tasks | Fees Scheduled: T&M Tasks | Fees |
Fees Charged Actual: Invoiced | Fees: Invoiced | Fees |
_Filter by Organization for Workspace | Filter: Projects by Organization | Filters |
_Filter by Project Group | Filter: Projects by Project Group | Filters |
_Filter by Projects Through Participation | Filter: Projects by User Participation | Filters |
_Filter by Project | Filter: Tasks by Project | Filters |
_Filter by Tags | Filter: Tasks by Tag | Filters |
_Filter by User Through Assignments | Filter: Tasks by User Assignment | Filters |
_Filter by Organization for Users | Filter: Users by Organization | Filters |
_Filter by User Skill Name | Filter: Users by User Skill Name | Filters |
Expense Approved Flag | Flag: Expense Approval Status | Flags |
Expense Billable Flag | Flag: Expense Billable | Flags |
Time entry entered later than performed | Flag: Late Time Entry | Flags |
Project Overdue Flag | Flag: Project Overdue | Flags |
Task Overdue Flag | Flag: Task Overdue | Flags |
Task Status Flag | Flag: Task Status Color | Flags |
Task Status Flag | Flag: Task Status Name | Flags |
Time Entry Approved Flag | Flag: Time Entry Approved | Flags |
Billable Flag from Time Entry | Flag: Time Entry Billable / Non-Billable | Flags |
Time Entry Requires Approval Flag | Flag: Time Entry Requires Approval | Flags |
Time Entry Submitted Flag | Flag: Time Entry Submitted | Flags |
FX Rate [Lift] | FX Rate | Rates |
FX Rate [Master] | FX Rate by Currency | Rates |
Hours Actual: All | Hours Actual | Hours |
Hours Actual: All Approved | Hours Actual: Approved | Hours |
Hours Actual: Billable | Hours Actual: Billable | Hours |
Hours Actual: Non Billable | Hours Actual: Non-Billable | Hours |
Hours Actual: Non-Billable/Non-Productive Projects w/o PTO | Hours Actual: Non-Billable, [Admin] & [Internal] Projects | Hours |
Hours Actual: Submitted yet Unapproved | Hours Actual: Pending Approval | Hours |
Total Productive Hours | Hours Actual: Productive Hours | Hours |
Hours Actual: All Rejected | Hours Actual: Rejected | Hours |
Hours Actual: All Unsubmitted | Hours Actual: Unsubmitted | Hours |
Hours Allocated: All (RAD) | Hours Allocated | Hours |
Hours Allocated: Non-Billable/Non-Productive Projects PTO Only | Hours Allocated: [PTO] Projects | Hours |
Allocated Hours: Billable Projects | Hours Allocated: Billable Projects | Hours |
Allocated Hours: Non-Billable Projects | Hours Allocated: Non-Billable Projects | Hours |
Hours Allocated: Non-Billable/Non-Productive Projects | Hours Allocated: Non-Billable, [Admin] & [Internal] Projects | Hours |
Unstaffed Demand Hours | Hours Allocated: Unstaffed Demand | Hours |
Hours EAC: via Actuals + Allocated | Hours EAC: Actual + Allocated | Hours |
Hours EAC: via Actuals + Sched | Hours EAC: Actual + Scheduled | Hours |
Hours Allocated: Projects From 'Today' (shared) | Hours ETC: Allocated | Hours |
Hours Scheduled: From 'Today' (shared) and Task not Completed | Hours ETC: Scheduled | Hours |
Hours Scheduled: All | Hours Scheduled | Hours |
Hours Scheduled: Billable | Hours Scheduled: Billable | Hours |
Hours Scheduled: Non-Billable | Hours Scheduled: Non-Billable | Hours |
Hours Scheduled: Non-Billable/Non-Productive Projects | Hours Scheduled: Non-Billable, [Admin] & [Internal] Projects | Hours |
Hours Scheduled: Non-Billable Hours Projects PTO Only (All Filters) | Hours Scheduled: Non-Billable, [PTO] Projects | Hours |
Hours Variance: Actual vs Scheduled | Hours Variance: Actual vs Scheduled | Hours |
Hours Variance: Actual PTD vs Target | Hours Variance: Actual vs Target to Date | Hours |
Hours Variance: Task Budget to Actual Current Period | Hours Variance: Actual vs Task Estimated Hours | Hours |
WorkWeek Variance | Hours Variance: Actual vs Workday Hours | Hours |
Hours Variance: Billable Actual vs Billable Scheduled | Hours Variance: Actual: Billable vs Scheduled: Billable | Hours |
Hours Variance: Billable Actual vs Target | Hours Variance: Actual: Billable vs Utilization Target | Hours |
Invoice Amount [sum] | Invoice Amount | Invoices |
Addnl Items Invoiced Amount | Invoice Amount: Additional Items | Invoices |
Addnl Items Invoiced Amount - Paid | Invoice Amount: Additional Items, Paid | Invoices |
Addnl Items Invoiced Amount - Unpaid | Invoice Amount: Additional Items, Unpaid | Invoices |
Invoice Amount, Buildup from Components | Invoice Amount: By Component | Invoices |
Expenses Charged: Paid | Invoice Amount: Expenses, Paid | Expenses |
Expenses Charged: Unpaid | Invoice Amount: Expenses, Unpaid | Expenses |
Fixed Fees Invoiced Amount | Invoice Amount: Fixed Fee | Invoices |
Fixed Fees Invoiced Amount: Paid | Invoice Amount: Fixed Fee, Paid | Invoices |
Fixed Fees Remaining to Invoice | Invoice Amount: Fixed Fee, Remaining | Invoices |
Fixed Fees Invoiced Amount: Unpaid | Invoice Amount: Fixed Fee, Unpaid | Invoices |
Invoice Amount, Paid [sum] | Invoice Amount: Paid | Invoices |
Invoice Amount, Outstanding [sum] | Invoice Amount: Unpaid | Invoices |
Invoice Amount, Current Outstanding [sum] | Invoice Amount: Unpaid, Future | Invoices |
Invoice Amount, Late Outstanding [sum] | Invoice Amount: Unpaid, Past Due | Invoices |
Invoice Tax Rate [Sum] | Invoice Tax Rate | Invoices |
Margin %: Fixed Project Budget Based (EAC Actual+Allocated) | Margin %: EAC Project Budget, Allocated | Margin and Cost |
Margin %: Fixed Project Budget Level (EAC Actual+Scheduled) | Margin %: EAC Project Budget, Scheduled | Margin and Cost |
Margin (simple) % : Includes Non-billable costs | Margin %: Fees | Margin and Cost |
Margin %: Project Target | Margin %: Project Target | Margin and Cost |
Margin: Fixed Project Budget Based (EAC Actual+Allocated) | Margin: EAC Project Budget, Allocated | Margin and Cost |
Margin: Fixed Project Budget Based (EAC Actual+Schedule) | Margin: EAC Project Budget, Scheduled | Margin and Cost |
Margin (simple) Actual: Includes Non-Billable Expenses | Margin: Fees | Margin and Cost |
Number of Allocations | Number of Days: Allocated | Users and Resources |
Number of Schedules | Number of Days: Scheduled | Users and Resources |
Task Past Due Days | Number of Days: Task Overdue | Tasks |
Days Until Project Due | Number of Days: Until Project Due | Projects |
Number of Expenses | Number of Expenses | Expenses |
Number of Invoices | Number of Invoices | Invoices |
Projects [count] | Number of Projects | Projects |
Number of Resouces | Number of Resources | Users and Resources |
Assignment Count | Number of Task Assignments | Users and Resources |
Tasks [count]: All Task Types | Number of Tasks | Tasks and Task Counts |
Count of Tasks - Complete by task | Number of Tasks: Completed | Tasks |
Deliverables [count] | Number of Tasks: Deliverable | Tasks and Task Counts |
Tasks [count]: Open Issues | Number of Tasks: Issues Outstanding | Tasks |
Milestones [count] | Number of Tasks: Milestone | Tasks |
Tasks [count] Open All Types | Number of Tasks: Not Completed | Tasks |
Count of Tasks - Not Started | Number of Tasks: Not Started | Tasks |
Tasks [count] Past due | Number of Tasks: Past Due | Tasks |
Count of Tasks - Started | Number of Tasks: Started | Tasks |
Users [count] In Account | Number of Users | Users and Resources |
Users [count] with Story Assignments | Number of Users Assigned to Tasks | Users and Resources |
Timesheets by Week Count: Incomplete | Number of Users with Incomplete Timesheets by Week | Users and Resources |
Timesheets by Week Count: Missing | Number of Users with Missing Timesheets by Week | Users and Resources |
Hours Actual: Non-Billable/Non-Productive Projects PTO Only (All Filters) | Out of Office: [PTO] Projects | Workday and Capacity |
OOO: % Time Out of Office | Out of Office: % Time Out of Office | Workday and Capacity |
Holiday Utilization PTD | Out of Office: Holiday Time % | Workday and Capacity |
OOO: Holiday Time in Hours (IFNULL) | Out of Office: Holiday Time in Hours | Workday and Capacity |
OOO: Time Off in Hours | Out of Office: Time Off | Workday and Capacity |
OOO: Time Off in Hours + [PTO] | Out of Office: Time Off + [PTO] | Workday and Capacity |
OOO: Holiday Time + Time Off in Hours (IFNULL) | Out of Office: Time Off + Holidays | Workday and Capacity |
Top Level % Complete | Project % Complete: Top-Level Tasks (% Done) | Projects |
Project Amount Paid | Project Amount Paid | Projects |
Project Budget [Sum] | Project Budget | Projects |
Budget Dollar Burn | Project Budget: Fees Burn % | Projects |
Project Budget (Lift) for Tasks | Project Budget: Lifted | Projects |
Project Original Budget | Project Budget: Original | Projects |
Budget remaining at Project Level | Project Budget: Remaining, Fees | Projects |
Project Duration Days: Completed-Start | Project Duration: Completed-Start | Projects |
Project Duration Days: Due-Start | Project Duration: Due-Start | Projects |
Current Health Status Color | Project Health Color: All Types | Projects |
Project Health: Budget color Status | Project Health Color: Budget | Projects |
Project Health: Client Color Status | Project Health Color: Client | Projects |
Project Health: Overall Color Status | Project Health Color: Overall | Projects |
Project Health: Schedule Color Status | Project Health Color: Schedule | Projects |
Project Health: Scope Color Status | Project Health Color: Scope | Projects |
Current Project Status Color [Flag] | Project Status Color | Projects |
Task Percentage Complete [Sum] | Task % Complete | Tasks |
Task % Complete: Actual / Estimated Hours | Task % Complete: Actual ÷ Estimated Hours | Tasks |
Assignment Estimated Hours: User Level | Task Assignment Estimated Hours | Tasks |
Task Budget Estimate [Sum] | Task Estimated Budget | Tasks |
Budget Used % | Task Estimated Budget: Fees Burn % | Tasks |
Task Budget Estimate [Sum] - Fixed | Task Estimated Budget: Fixed Fee | Tasks |
Task Budget Estimate [Sum] -Fixed and Complete | Task Estimated Budget: Fixed Fee, Completed | Tasks |
Budget Remaining | Task Estimated Budget: Remaining | Tasks |
Task Budget Estimate [Sum] -T&M | Task Estimated Budget: T&M | Tasks |
Task Hours Estimate [Sum] | Task Estimated Hours | Tasks |
Task Hours Estimate: Split by User | Task Estimated Hours: Split by User | Tasks |
Task Weight [Sum] | Task Weight % | Tasks |
Users Cost Rate (from User Record) | User Cost Rate | Rates |
Utilization %: Actual Billable [net PTO denominator] | Utilization Actual: Billable | Utilization and Availability |
Utilization %: Actual Billable To Date [net PTO] | Utilization Actual: Billable, To Date | Utilization and Availability |
Non-Productive Utilization | Utilization Actual: Non-Productive, To Date | Utilization and Availability |
Productive Utilization | Utilization Actual: Productive, To Date | Utilization and Availability |
Utilization %: Actual to Date [net PTO] | Utilization Actual: To Date | Utilization and Availability |
Utilization %: Allocated [net PTO] | Utilization Allocated | Utilization and Availability |
Utilization %: Allocated to Date [net PTO] | Utilization Allocated: To Date | Utilization and Availability |
Utilization %: Scheduled [net PTO] | Utilization Scheduled | Utilization and Availability |
Utilization %: Scheduled on Billable Tasks | Utilization Scheduled: Billable | Utilization and Availability |
Utilization %: Scheduled on Billable To 'Today' | Utilization Scheduled: Billable, To Date | Utilization and Availability |
Utilization %: Scheduled Utilization to Date [net PTO] | Utilization Scheduled: To Date | Utilization and Availability |
Users Billability Target % from User Record | Utilization Target %: Current | Utilization and Availability |
Users Effective Billability Target % from User Record | Utilization Target %: Dynamic | Utilization and Availability |
Target Utilization in Hours by User | Utilization Target Hours | Utilization and Availability |
Target Utilization %: Aggregate Weighted | Utilization Target: Weighted Average | Utilization and Availability |
Unlogged Percentage | Utilization: Unlogged Hours | Utilization and Availability |
Workday Time in Hours | Workday Hours | Workday and Capacity |
Workday Time in Hours: Including Time Off & Holidays | Workday Hours + Time Off + Holidays | Workday and Capacity |
Workday Time in Hours: Net of Actual [PTO] | Workday Hours: Net Actual [PTO] | Workday and Capacity |
Workday Time in Hours: Net of Allocated [PTO] | Workday Hours: Net Allocated [PTO] | Workday and Capacity |
Workday Time in Hours: Net of Scheduled [PTO] | Workday Hours: Net Scheduled [PTO] | Workday and Capacity |
! _Global Date [Max] w/ Check | ,! _Global Date [Max] w/ Check | ͺSystem |
! Count of T&M Tasks | ,! Count of T&M Tasks | ͺSystem |
! SK 2021 Rev Est New | ,! SK 2021 Rev Est New | ͺSystem |
[Legacy] ! Utilization %: Actual Billable JR TEST | ,[Legacy] ! Utilization %: Actual Billable JR TEST | ͺSystem |
[Legacy] Hours Potential: TE | ,[Legacy] Hours Potential: TE | ͺSystem |
[Legacy]_Possible Workday Hours in a Period [sum] - SAD | ,[Legacy]_Possible Workday Hours in a Period [sum] - SAD | ͺSystem |
[Legacy]Availability by Week [ForOpen] | ,[Legacy]Availability by Week [ForOpen] | ͺSystem |
[Legacy]Hours Potential: SAD by Month | ,[Legacy]Hours Potential: SAD by Month | ͺSystem |
[Legacy]Hours Potential: SAD by Week (Shared) | ,[Legacy]Hours Potential: SAD by Week (Shared) | ͺSystem |
[Legacy]Hours Potential: SAD by Week [For open] | ,[Legacy]Hours Potential: SAD by Week [For open] | ͺSystem |
[Legacy]Hours Potential: SAD by Week(All Users) | ,[Legacy]Hours Potential: SAD by Week(All Users) | ͺSystem |
[Legacy]Hours Potential: TE + user count | ,[Legacy]Hours Potential: TE + user count | ͺSystem |
[Legacy]Hours Potential: TE All Users | ,[Legacy]Hours Potential: TE All Users | ͺSystem |
[Legacy]Hours Potential: TE by week (shared) | ,[Legacy]Hours Potential: TE by week (shared) | ͺSystem |
[Legacy]Utilization [%] Projected | ,[Legacy]Utilization [%] Projected | ͺSystem |
[Legacy]Utilization: Total | ,[Legacy]Utilization: Total | ͺSystem |
# of Active Projects | ,# of Active Projects | ͺSystem |
% Complete - Actual / Estimated Hours with proj status | ,% Complete - Actual / Estimated Hours with proj status | ͺSystem |
% Complete In Scope | ,% Complete In Scope | ͺSystem |
% Complete Revenue Recognition Method | ,% Complete Revenue Recognition Method | ͺSystem |
% Hours Actual: In Default Role | ,% Hours Actual: In Default Role | ͺSystem |
% Hours Actual: Outside of Default Role | ,% Hours Actual: Outside of Default Role | ͺSystem |
% Invoice Consumed | ,% Invoice Consumed | ͺSystem |
% of Tasks marked complete in Project | ,% of Tasks marked complete in Project | ͺSystem |
% of Time Spent | ,% of Time Spent | ͺSystem |
Active User Detect (Hours & Workweek) | ,Active User Detect (Hours & Workweek) | ͺSystem |
Actual Expenses (last 30 Days) | ,Actual Expenses (last 30 Days) | ͺSystem |
Actual Fees <= Global Date | ,Actual Fees <= Global Date | ͺSystem |
Actual Fees <= Global Date - Project Status: Blue | ,Actual Fees <= Global Date - Project Status: Blue | ͺSystem |
Actual Fees <= Global Date - Project Status: Green | ,Actual Fees <= Global Date - Project Status: Green | ͺSystem |
Actual Fees <= Global Date - Project Status: Grey | ,Actual Fees <= Global Date - Project Status: Grey | ͺSystem |
Actual Fees <= Global Date - Project Status: Light Green | ,Actual Fees <= Global Date - Project Status: Light Green | ͺSystem |
Actual Fees <= Global Date - Project Status: Red | ,Actual Fees <= Global Date - Project Status: Red | ͺSystem |
Actual Fees <= Global Date - Project Status: Yellow | ,Actual Fees <= Global Date - Project Status: Yellow | ͺSystem |
Actual Hours (last 30 Days) | ,Actual Hours (last 30 Days) | ͺSystem |
Actual Hours <= Global Date | ,Actual Hours <= Global Date | ͺSystem |
_Actual Hours less than workweek and greater than zero | ,Actual Hours less than workweek and greater than zero | ͺSystem |
Actual Hours/Cost Detect | ,Actual Hours/Cost Detect | ͺSystem |
Actual Hours/Cost Identifier | ,Actual Hours/Cost Identifier | ͺSystem |
Addnl Items Invoiced Amount: Taxable | ,Addnl Items Invoiced Amount: Taxable | ͺSystem |
Admin/Internal Hours | ,Admin/Internal Hours | ͺSystem |
Admin/Internal w/o Billable Filters | ,Admin/Internal w/o Billable Filters | ͺSystem |
All Story Weight | ,All Story Weight | ͺSystem |
All Story Weight by Workspace Fact | ,All Story Weight by Workspace Fact | ͺSystem |
All Workspace Budget | ,All Workspace Budget | ͺSystem |
Allocated (RAD) Hours: Billable to Target % | ,Allocated (RAD) Hours: Billable to Target % | ͺSystem |
Allocated Cost > Global Date | ,Allocated Cost > Global Date | ͺSystem |
Allocated Fees: Billable Projects | ,Allocated Fees: Billable Projects | ͺSystem |
Allocated Hours (last or next 30 Days) | ,Allocated Hours (last or next 30 Days) | ͺSystem |
Allocated Hours: Availability % | ,Allocated Hours: Availability % | ͺSystem |
Allocated PTO+Time Off+Holidays | ,Allocated PTO+Time Off+Holidays | ͺSystem |
Allocated vs. Scheduled Hours Varianc | ,Allocated vs. Scheduled Hours Varianc | ͺSystem |
Allocation % (Named Resources) | ,Allocation % (Named Resources) | ͺSystem |
Allocation Hours: Hard without pf | ,Allocation Hours: Hard without pf | ͺSystem |
Allocation Hours: Soft without pf | ,Allocation Hours: Soft without pf | ͺSystem |
Assignment Allocated Hours | ,Assignment Allocated Hours | ͺSystem |
Assignment Estimated Hours: Sum of All Users on Task | ,Assignment Estimated Hours: Sum of All Users on Task | ͺSystem |
Assignment Estimated Hours: User Level with Ifnull | ,Assignment Estimated Hours: User Level with Ifnull | ͺSystem |
Assignment Estimated Minutes [Sum] | ,Assignment Estimated Minutes [Sum] | ͺSystem |
Availability FTE's | ,Availability FTE's | ͺSystem |
Availability: Days | ,Availability: Days | ͺSystem |
Availability: Hours by User | ,Availability: Hours by User | ͺSystem |
Availability: Resource Hours by Project | ,Availability: Resource Hours by Project | ͺSystem |
Availability: Schedule + Plan % | ,Availability: Schedule + Plan % | ͺSystem |
Availability: Schedule + Plan Hours | ,Availability: Schedule + Plan Hours | ͺSystem |
Average Bill Rate Revenue base (check fixed/T&M and complete) | ,Average Bill Rate Revenue base (check fixed/T&M and complete) | ͺSystem |
Average Billable Bill Rate by Month | ,Average Billable Bill Rate by Month | ͺSystem |
Average Billable Bill Rate Monthly | ,Average Billable Bill Rate Monthly | ͺSystem |
Average Billing Rate | ,Average Billing Rate | ͺSystem |
Average Billing Rate (simple) Factoring All time all T&M Tasks | ,Average Billing Rate (simple) Factoring All time all T&M Tasks | ͺSystem |
Average Combined Bill Rate by Month | ,Average Combined Bill Rate by Month | ͺSystem |
Average Combined Bill Rate Monthly | ,Average Combined Bill Rate Monthly | ͺSystem |
Average Count of Users per Task | ,Average Count of Users per Task | ͺSystem |
Average Fees | ,Average Fees | ͺSystem |
Average Project Length | ,Average Project Length | ͺSystem |
Billable Hours by TE | ,Billable Hours by TE | ͺSystem |
Billing Rate - Calculated from Time Entry Record | ,Billing Rate - Calculated from Time Entry Record | ͺSystem |
Boolean Include Recognized Projects | ,Boolean Include Recognized Projects | ͺSystem |
Budget Consumed % :Fees Only | ,Budget Consumed % :Fees Only | ͺSystem |
Budget Health: Burn of T&M (Fees) or Fixed (Cost) | ,Budget Health: Burn of T&M (Fees) or Fixed (Cost) | ͺSystem |
Budget of Project for use in Task Milestone Weighting | ,Budget of Project for use in Task Milestone Weighting | ͺSystem |
Budget Remaining | ,Budget Remaining | ͺSystem |
Budget Remaining Runsum for Monthly Burn | ,Budget Remaining Runsum for Monthly Burn | ͺSystem |
Budget Remaining: Current Month Static | ,Budget Remaining: Current Month Static | ͺSystem |
Budget Remaining: Task Rollup, Including Future Scheduled (EAC) | ,Budget Remaining: Task Rollup, Including Future Scheduled (EAC) | ͺSystem |
Budget Rollup Variance (Project vs Tasks) | ,Budget Rollup Variance (Project vs Tasks) | ͺSystem |
Budget Variance (Actual Fees vs Budget) | ,Budget Variance (Actual Fees vs Budget) | ͺSystem |
Budget Variance (EAC vs Budget) | ,Budget Variance (EAC vs Budget) | ͺSystem |
Calendar_Shared_Date Counter | ,Calendar_Shared_Date Counter | ͺSystem |
Calendar_Shared_Date Counter w/Today | ,Calendar_Shared_Date Counter w/Today | ͺSystem |
Calendar_Shared_Min for Month | ,Calendar_Shared_Min for Month | ͺSystem |
Completed Projects [count] | ,Completed Projects [count] | ͺSystem |
Copy of Projected Fees [sum] - T&M [by All Time] | ,Copy of Projected Fees [sum] - T&M [by All Time] | ͺSystem |
Cost % Complete: Actual / EAC | ,Cost % Complete: Actual / EAC | ͺSystem |
Cost + NB Exp ITD | ,Cost + NB Exp ITD | ͺSystem |
Cost + Non-Billable Expenses, Actual by all other | ,Cost + Non-Billable Expenses, Actual by all other | ͺSystem |
Cost + Non-Billable Expenses, Actual Running Summary | ,Cost + Non-Billable Expenses, Actual Running Summary | ͺSystem |
Cost + Non-Billable Expenses, Actual to date + runsum of projected | ,Cost + Non-Billable Expenses, Actual to date + runsum of projected | ͺSystem |
Cost + Non-Billable Expenses, Actual to date + runsum of projected ... | ,Cost + Non-Billable Expenses, Actual to date + runsum of projected ... | ͺSystem |
Cost <= Global Date | ,Cost <= Global Date | ͺSystem |
Cost Dollar Burn | ,Cost Dollar Burn | ͺSystem |
Cost EAC + NB Exp | ,Cost EAC + NB Exp | ͺSystem |
Cost EAC + NB Exp: Allocations | ,Cost EAC + NB Exp: Allocations | ͺSystem |
Cost EAC + NB Exp: Schedules | ,Cost EAC + NB Exp: Schedules | ͺSystem |
Cost EAC with PA Check | ,Cost EAC with PA Check | ͺSystem |
Cost EAC: % Complete Method Estimated : incl expenses | ,Cost EAC: % Complete Method Estimated : incl expenses | ͺSystem |
Cost EAC: % Complete Method Estimated: Rollup for Project Level | ,Cost EAC: % Complete Method Estimated: Rollup for Project Level | ͺSystem |
Cost EAC: via Actuals + Allocated Global Date | ,Cost EAC: via Actuals + Allocated Global Date | ͺSystem |
Cost EAC: via Actuals + Scheduled Global Date | ,Cost EAC: via Actuals + Scheduled Global Date | ͺSystem |
Cost ETC: Scheduled (old) | ,Cost ETC: Scheduled (old) | ͺSystem |
Cost Scheduled > Global Date | ,Cost Scheduled > Global Date | ͺSystem |
Cost, Actual by all other | ,Cost, Actual by all other | ͺSystem |
Cost, Actual Running Summary | ,Cost, Actual Running Summary | ͺSystem |
Cost, Actual to date + runsum of projected | ,Cost, Actual to date + runsum of projected | ͺSystem |
Cost, Actual to date + runsum of projected w/ Allo | ,Cost, Actual to date + runsum of projected w/ Allo | ͺSystem |
Cost, Projected Runsum: From Today | ,Cost, Projected Runsum: From Today | ͺSystem |
Cost, Projected Runsum: From Today w/ Allo | ,Cost, Projected Runsum: From Today w/ Allo | ͺSystem |
Cost: % Complete Method Estimated | ,Cost: % Complete Method Estimated | ͺSystem |
Count of Allocated Days | ,Count of Allocated Days | ͺSystem |
Count of Completed Tasks Due this month | ,Count of Completed Tasks Due this month | ͺSystem |
Count of Delayed Projects | ,Count of Delayed Projects | ͺSystem |
Count of Estimates: 0-29% Opportunity Confidence | ,Count of Estimates: 0-29% Opportunity Confidence | ͺSystem |
Count of Estimates: 30-59% Opportunity Confidence | ,Count of Estimates: 30-59% Opportunity Confidence | ͺSystem |
Count of Estimates: 60-79% Opportunity Confidence | ,Count of Estimates: 60-79% Opportunity Confidence | ͺSystem |
Count of Estimates: 80-100% Opportunity Confidence | ,Count of Estimates: 80-100% Opportunity Confidence | ͺSystem |
Count of Estimates: All | ,Count of Estimates: All | ͺSystem |
Count of Estimates: Locked | ,Count of Estimates: Locked | ͺSystem |
Count of Fixed Top Level Tasks | ,Count of Fixed Top Level Tasks | ͺSystem |
Count of GREEN Projects [Budget Status] | ,Count of GREEN Projects [Budget Status] | ͺSystem |
Count of GREEN Projects [Client Status] | ,Count of GREEN Projects [Client Status] | ͺSystem |
Count of GREEN Projects [Overall Status] | ,Count of GREEN Projects [Overall Status] | ͺSystem |
Count of GREEN Projects [Schedule Status] | ,Count of GREEN Projects [Schedule Status] | ͺSystem |
Count of GREEN Projects [Scope Status] | ,Count of GREEN Projects [Scope Status] | ͺSystem |
Count of GREY Projects [Budget Status] | ,Count of GREY Projects [Budget Status] | ͺSystem |
Count of GREY Projects [Client Status] | ,Count of GREY Projects [Client Status] | ͺSystem |
Count of GREY Projects [Overall Status] | ,Count of GREY Projects [Overall Status] | ͺSystem |
Count of GREY Projects [Schedule Status] | ,Count of GREY Projects [Schedule Status] | ͺSystem |
Count of GREY Projects [Scope Status] | ,Count of GREY Projects [Scope Status] | ͺSystem |
Count of Other Tasks by month | ,Count of Other Tasks by month | ͺSystem |
Count of Overbudget EAC projects | ,Count of Overbudget EAC projects | ͺSystem |
Count of Overbudget projects | ,Count of Overbudget projects | ͺSystem |
Count of RED Projects [Budget Status] | ,Count of RED Projects [Budget Status] | ͺSystem |
Count of RED Projects [Client Status] | ,Count of RED Projects [Client Status] | ͺSystem |
Count of RED Projects [Overall Status] | ,Count of RED Projects [Overall Status] | ͺSystem |
Count of RED Projects [Schedule Status] | ,Count of RED Projects [Schedule Status] | ͺSystem |
Count of RED Projects [Scope Status] | ,Count of RED Projects [Scope Status] | ͺSystem |
Count of Resource Assignments on Task [Lift] | ,Count of Resource Assignments on Task [Lift] | ͺSystem |
Count of Resources | ,Count of Resources | ͺSystem |
Count of Roles | ,Count of Roles | ͺSystem |
Count of Started Tasks Due this month | ,Count of Started Tasks Due this month | ͺSystem |
Count of Tasks | ,Count of Tasks | ͺSystem |
Count of Tasks - Complete | ,Count of Tasks - Complete | ͺSystem |
Count of Tasks That Should be Complete by Today | ,Count of Tasks That Should be Complete by Today | ͺSystem |
Count of Tasks That Should be Complete by Today by Task | ,Count of Tasks That Should be Complete by Today by Task | ͺSystem |
Count of Unnamed Resource Titles | ,Count of Unnamed Resource Titles | ͺSystem |
Count of User Assignments on Task | ,Count of User Assignments on Task | ͺSystem |
Count of Utilization Target Changes | ,Count of Utilization Target Changes | ͺSystem |
Count of YELLOW Projects [Budget Status] | ,Count of YELLOW Projects [Budget Status] | ͺSystem |
Count of YELLOW Projects [Client Status] | ,Count of YELLOW Projects [Client Status] | ͺSystem |
Count of YELLOW Projects [Overall Status] | ,Count of YELLOW Projects [Overall Status] | ͺSystem |
Count of YELLOW Projects [Schedule Status] | ,Count of YELLOW Projects [Schedule Status] | ͺSystem |
Count of YELLOW Projects [Scope Status] | ,Count of YELLOW Projects [Scope Status] | ͺSystem |
Count Tasks with Project Filter | ,Count Tasks with Project Filter | ͺSystem |
Count Tasks with User Filter | ,Count Tasks with User Filter | ͺSystem |
Currency Symbol [Sum] | ,Currency Symbol [Sum] | ͺSystem |
Days Expense Open [lift] (Expense) | ,Days Expense Open [lift] (Expense) | ͺSystem |
Days Sales Outstanding [lift] (Invoice Project) | ,Days Sales Outstanding [lift] (Invoice Project) | ͺSystem |
Days Task Due Date before Global Date(Max) | ,Days Task Due Date before Global Date(Max) | ͺSystem |
Days Until Due | ,Days Until Due | ͺSystem |
Delayed Projects | ,Delayed Projects | ͺSystem |
DSO One Q Ago | ,DSO One Q Ago | ͺSystem |
DSO Two Qs Ago | ,DSO Two Qs Ago | ͺSystem |
Dynamic Input: [Detect Forecast Source] | ,Dynamic Input: [Detect Forecast Source] | ͺSystem |
Dynamic Input: [Detect Revenue Source] | ,Dynamic Input: [Detect Revenue Source] | ͺSystem |
Dynamic Input: Cost (Actual, Allocated, Scheduled) | ,Dynamic Input: Cost (Actual, Allocated, Scheduled) | ͺSystem |
Dynamic Input: EAC Method [Detect Option] | ,Dynamic Input: EAC Method [Detect Option] | ͺSystem |
Dynamic Input: Earliest Date (Actual, Allocated, Scheduled) | ,Dynamic Input: Earliest Date (Actual, Allocated, Scheduled) | ͺSystem |
Dynamic Input: Fees (% Complete) | ,Dynamic Input: Fees (% Complete) | ͺSystem |
Dynamic Input: Fees (Actual, Allocated, Scheduled) | ,Dynamic Input: Fees (Actual, Allocated, Scheduled) | ͺSystem |
Dynamic Input: FF Revenue Project Budget | ,Dynamic Input: FF Revenue Project Budget | ͺSystem |
Dynamic Input: FF Revenue Task Budget | ,Dynamic Input: FF Revenue Task Budget | ͺSystem |
Dynamic Input: Fixed Fee Margin % (Actual, Allocated, Scheduled) | ,Dynamic Input: Fixed Fee Margin % (Actual, Allocated, Scheduled) | ͺSystem |
Dynamic Input: Hours (Actual, Allocated, Scheduled) | ,Dynamic Input: Hours (Actual, Allocated, Scheduled) | ͺSystem |
Dynamic Input: Latest Date (Actual, Allocated, Scheduled) | ,Dynamic Input: Latest Date (Actual, Allocated, Scheduled) | ͺSystem |
Dynamic Input: T&M Margin % (Actual, Allocated, Scheduled) | ,Dynamic Input: T&M Margin % (Actual, Allocated, Scheduled) | ͺSystem |
EAC Actual Hours/Cost Detect | ,EAC Actual Hours/Cost Detect | ͺSystem |
EAC Hours/Cost Detect | ,EAC Hours/Cost Detect | ͺSystem |
Earned Task Hours via % complete (for summary rollup) | ,Earned Task Hours via % complete (for summary rollup) | ͺSystem |
Estimate Budget for Project | ,Estimate Budget for Project | ͺSystem |
Estimate Margin: Fixed Fee | ,Estimate Margin: Fixed Fee | ͺSystem |
Estimate Margin: T&M | ,Estimate Margin: T&M | ͺSystem |
Estimate Scenario: Allocated Fees | ,Estimate Scenario: Allocated Fees | ͺSystem |
Estimate Scenario: Allocated Hours (Estimates Only) | ,Estimate Scenario: Allocated Hours (Estimates Only) | ͺSystem |
Estimate Scenario: Budget | ,Estimate Scenario: Budget | ͺSystem |
Estimate Scenario: Conversion Rate % | ,Estimate Scenario: Conversion Rate % | ͺSystem |
Estimate Scenario: Favorite Flag | ,Estimate Scenario: Favorite Flag | ͺSystem |
Estimate Scenario: Project Created Flag | ,Estimate Scenario: Project Created Flag | ͺSystem |
Estimate: Average Confidence | ,Estimate: Average Confidence | ͺSystem |
Estimated hours baseline by User with Split Check | ,Estimated hours baseline by User with Split Check | ͺSystem |
Execution Health: EAC Hours Schedule <> Task Est | ,Execution Health: EAC Hours Schedule <> Task Est | ͺSystem |
Execution Health: Start within 2 weeks and No Schedule | ,Execution Health: Start within 2 weeks and No Schedule | ͺSystem |
Execution Health: Task Consolidated | ,Execution Health: Task Consolidated | ͺSystem |
Execution Health: Task Late Start | ,Execution Health: Task Late Start | ͺSystem |
Execution Health: Task Past Due or Empty (with/out Hours) | ,Execution Health: Task Past Due or Empty (with/out Hours) | ͺSystem |
Execution Health: Tasks without Dates with/without Hours | ,Execution Health: Tasks without Dates with/without Hours | ͺSystem |
Expected Task Burndown | ,Expected Task Burndown | ͺSystem |
Expected Task Remaining | ,Expected Task Remaining | ͺSystem |
Expenses Charged: Fixed Fee Tasks: Simple | ,Expenses Charged: Fixed Fee Tasks: Simple | ͺSystem |
Expenses Charged: Non-Billable (Expense Record) | ,Expenses Charged: Non-Billable (Expense Record) | ͺSystem |
Expenses Charged: Not Requiring Approval | ,Expenses Charged: Not Requiring Approval | ͺSystem |
Expenses Charged: Sum of Unpaid, Paid and Unbilled | ,Expenses Charged: Sum of Unpaid, Paid and Unbilled | ͺSystem |
Expenses Charged: Taxable | ,Expenses Charged: Taxable | ͺSystem |
Fees Allocated from Today: Billable (runsum) | ,Fees Allocated from Today: Billable (runsum) | ͺSystem |
Fees Burn % EAC to budget | ,Fees Burn % EAC to budget | ͺSystem |
Fees Burn % Project Budget | ,Fees Burn % Project Budget | ͺSystem |
Fees Charged Actual plus Non-Bill Expenses: Fixed Fee Tasks | ,Fees Charged Actual plus Non-Bill Expenses: Fixed Fee Tasks | ͺSystem |
Fees Charged Actual: All by all other | ,Fees Charged Actual: All by all other | ͺSystem |
Fees Charged Actual: Billable | ,Fees Charged Actual: Billable | ͺSystem |
Fees Charged Actual: Billable T&M by Story | ,Fees Charged Actual: Billable T&M by Story | ͺSystem |
Fees Charged Actual: Current Month | ,Fees Charged Actual: Current Month | ͺSystem |
Fees Charged Actual: Fixed Fee Tasks Completed | ,Fees Charged Actual: Fixed Fee Tasks Completed | ͺSystem |
Fees Charged Actual: Invoiced and Taxable | ,Fees Charged Actual: Invoiced and Taxable | ͺSystem |
Fees Charged Running Summary | ,Fees Charged Running Summary | ͺSystem |
Fees Combined Actual to date plus projected from today | ,Fees Combined Actual to date plus projected from today | ͺSystem |
Fees Combined Actual to date plus projected from today w/ Allo | ,Fees Combined Actual to date plus projected from today w/ Allo | ͺSystem |
Fees EAC with Global Date | ,Fees EAC with Global Date | ͺSystem |
Fees Last Year | ,Fees Last Year | ͺSystem |
Fees Projected (T&M base) at EAC: Act+Allocated (Only Not Completed) | ,Fees Projected (T&M base) at EAC: Act+Allocated (Only Not Completed) | ͺSystem |
Fees Projected Allocated: All - (RAD) | ,Fees Projected Allocated: All - (RAD) | ͺSystem |
Fees Projected for T&M at EAC: % Complete Method (Compete Tasks tak... | ,Fees Projected for T&M at EAC: % Complete Method (Compete Tasks tak... | ͺSystem |
Fees Remaining to be Scheduled relative to Budget | ,Fees Remaining to be Scheduled relative to Budget | ͺSystem |
Fees Remaining to be Scheduled relative to Budget(T&M) BY Story | ,Fees Remaining to be Scheduled relative to Budget(T&M) BY Story | ͺSystem |
Fees Scheduled from Today: Billable | ,Fees Scheduled from Today: Billable | ͺSystem |
Fees Scheduled from Today: Billable (runsum) | ,Fees Scheduled from Today: Billable (runsum) | ͺSystem |
FH Margin % | ,FH Margin % | ͺSystem |
_Filter Converted Scenarios Option | ,Filter Converted Scenarios Option | ͺSystem |
_Filter Dynamic Input Options A, B, C Only (Available Values Filter) | ,Filter Dynamic Input Options A, B, C Only (Available Values Filter) | ͺSystem |
_Filter Expense Date by Global Date | ,Filter Expense Date by Global Date | ͺSystem |
_Filter for Projects: Non-Billable/Non-Productive Projects with PTO | ,Filter for Projects: Non-Billable/Non-Productive Projects with PTO | ͺSystem |
_Filter for Zero WIP, Unpaid and Paid Invoices | ,Filter for Zero WIP, Unpaid and Paid Invoices | ͺSystem |
_Filter Out (empty value) Estimates | ,Filter Out (empty value) Estimates | ͺSystem |
_Filter Projects only when Group Selected | ,Filter Projects only when Group Selected | ͺSystem |
_Filter Projects to selected Group | ,Filter Projects to selected Group | ͺSystem |
_Filter SAD Date by Timeline | ,Filter SAD Date by Timeline | ͺSystem |
_Filter Shared Days within Global Dates | ,Filter Shared Days within Global Dates | ͺSystem |
_Filter Shared Months from Current Global + 5 | ,Filter Shared Months from Current Global + 5 | ͺSystem |
_Filter Task by User AND Project | ,Filter Task by User AND Project | ͺSystem |
_Filter TE Date Performed by Timeline | ,Filter TE Date Performed by Timeline | ͺSystem |
_Filter where both Actuals and Target Hours is Zero | ,Filter where both Actuals and Target Hours is Zero | ͺSystem |
_Filter Workspace by Estimate Scenario Only | ,Filter Workspace by Estimate Scenario Only | ͺSystem |
_Filter Workspace by Estimate Scenario Option | ,Filter Workspace by Estimate Scenario Option | ͺSystem |
_Final Rolloff Date within selected period(Global) ? | ,Final Rolloff Date within selected period(Global) ? | ͺSystem |
Final Scheduled Date by User: Calculated | ,Final Scheduled Date by User: Calculated | ͺSystem |
Final Scheduled Date by User: Date Formatted | ,Final Scheduled Date by User: Date Formatted | ͺSystem |
Fixed Fees Invoiced Amount: Running Summary for Monthly Burn | ,Fixed Fees Invoiced Amount: Running Summary for Monthly Burn | ͺSystem |
Fixed Fees Invoiced Amount: Taxable | ,Fixed Fees Invoiced Amount: Taxable | ͺSystem |
Fixed/T&M/Mixed Identification by Project | ,Fixed/T&M/Mixed Identification by Project | ͺSystem |
Forecast Fees (Allocated, Scheduled) [DI] | ,Forecast Fees (Allocated, Scheduled) [DI] | ͺSystem |
Forecast Fees (Allocated, Scheduled) [Inner] | ,Forecast Fees (Allocated, Scheduled) [Inner] | ͺSystem |
Forecast Fees (Dynamic Input: Allocated, Scheduled) [FX] | ,Forecast Fees (Dynamic Input: Allocated, Scheduled) [FX] | ͺSystem |
Foregone Margin of Unscheduled on Workweek Day by User | ,Foregone Margin of Unscheduled on Workweek Day by User | ͺSystem |
Future Forecast Fees (Allocated, Scheduled) > Global Date | ,Future Forecast Fees (Allocated, Scheduled) > Global Date | ͺSystem |
FX Rate Average | ,FX Rate Average | ͺSystem |
_Global Date [min] w/ Check | ,Global Date [min] w/ Check | ͺSystem |
_Global Month | ,Global Month | ͺSystem |
Hours Actual outside of WorkWeek Calendar | ,Hours Actual outside of WorkWeek Calendar | ͺSystem |
Hours Actual outside of WorkWeek Calendar[sum for headline] | ,Hours Actual outside of WorkWeek Calendar[sum for headline] | ͺSystem |
Hours Actual: [Runsum] | ,Hours Actual: [Runsum] | ͺSystem |
Hours Actual: All (All Users Lift) | ,Hours Actual: All (All Users Lift) | ͺSystem |
Hours Actual: All (Future Dates Only) | ,Hours Actual: All (Future Dates Only) | ͺSystem |
Hours Actual: All (net PTO) | ,Hours Actual: All (net PTO) | ͺSystem |
Hours Actual: All [ifnull] | ,Hours Actual: All [ifnull] | ͺSystem |
Hours Actual: All [ifnull] by User Assignment | ,Hours Actual: All [ifnull] by User Assignment | ͺSystem |
Hours Actual: All Not Requiring Approval | ,Hours Actual: All Not Requiring Approval | ͺSystem |
Hours Actual: All Up to 'Today' | ,Hours Actual: All Up to 'Today' | ͺSystem |
Hours Actual: All Up to 'Today' by all other (lift) | ,Hours Actual: All Up to 'Today' by all other (lift) | ͺSystem |
Hours Actual: All with empty values | ,Hours Actual: All with empty values | ͺSystem |
Hours Actual: All_bkp | ,Hours Actual: All_bkp | ͺSystem |
Hours Actual: Billable [Ifnull] | ,Hours Actual: Billable [Ifnull] | ͺSystem |
Hours Actual: Billable by all Dates | ,Hours Actual: Billable by all Dates | ͺSystem |
Hours Actual: Billable by Non-Billable Users | ,Hours Actual: Billable by Non-Billable Users | ͺSystem |
Hours Actual: Billable on Non-Billable Tasks | ,Hours Actual: Billable on Non-Billable Tasks | ͺSystem |
Hours Actual: Billable Running Summary | ,Hours Actual: Billable Running Summary | ͺSystem |
Hours Actual: by all Dates | ,Hours Actual: by all Dates | ͺSystem |
Hours Actual: In Default Role | ,Hours Actual: In Default Role | ͺSystem |
Hours Actual: Non Billable on Billable Tasks | ,Hours Actual: Non Billable on Billable Tasks | ͺSystem |
Hours Actual: Non Billable w/o Billable PF | ,Hours Actual: Non Billable w/o Billable PF | ͺSystem |
Hours Actual: Non-Billable/Non-Productive Projects PTO Only | ,Hours Actual: Non-Billable/Non-Productive Projects PTO Only | ͺSystem |
Hours Actual: Non-Billable/Non-Productive Projects with PTO | ,Hours Actual: Non-Billable/Non-Productive Projects with PTO | ͺSystem |
Hours Actual: Non-Billable/Productive | ,Hours Actual: Non-Billable/Productive | ͺSystem |
Hours Actual: Outside of Default Role | ,Hours Actual: Outside of Default Role | ͺSystem |
Hours Actual: Running Summary | ,Hours Actual: Running Summary | ͺSystem |
Hours Actual: with no Task | ,Hours Actual: with no Task | ͺSystem |
Hours Allocated > Global Date | ,Hours Allocated > Global Date | ͺSystem |
Hours Allocated Running Summary | ,Hours Allocated Running Summary | ͺSystem |
Hours Allocated Runsum: to-Date plus Allocated from Today | ,Hours Allocated Runsum: to-Date plus Allocated from Today | ͺSystem |
Hours Allocated: All Hours Projects PTO Only | ,Hours Allocated: All Hours Projects PTO Only | ͺSystem |
Hours Allocated: All Hours Projects PTO Only (All Filters) | ,Hours Allocated: All Hours Projects PTO Only (All Filters) | ͺSystem |
Hours Allocated: Estimates Only, All Time | ,Hours Allocated: Estimates Only, All Time | ͺSystem |
Hours Allocated: Non-Billable/Non-Productive Projects - PTO Only | ,Hours Allocated: Non-Billable/Non-Productive Projects - PTO Only | ͺSystem |
Hours Allocated: Non-Billable/Productive | ,Hours Allocated: Non-Billable/Productive | ͺSystem |
Hours Allocated: Projects From 'Today' (shared) and Project not Com... | ,Hours Allocated: Projects From 'Today' (shared) and Project not Com... | ͺSystem |
Hours Allocated: Projects Only | ,Hours Allocated: Projects Only | ͺSystem |
Hours Allocated: to Target % | ,Hours Allocated: to Target % | ͺSystem |
Hours Available [sum] - Scheduled | ,Hours Available [sum] - Scheduled | ͺSystem |
Hours Burn(up) Runsum: Actual-to-Date plus Scheduled from Today | ,Hours Burn(up) Runsum: Actual-to-Date plus Scheduled from Today | ͺSystem |
Hours Burndown from Estimate | ,Hours Burndown from Estimate | ͺSystem |
Hours Burndown from Estimate (w/Null) | ,Hours Burndown from Estimate (w/Null) | ͺSystem |
Hours EAC with PA Check | ,Hours EAC with PA Check | ͺSystem |
Hours EAC: via % Complete | ,Hours EAC: via % Complete | ͺSystem |
Hours EAC: via % Complete: Summary Rollowup | ,Hours EAC: via % Complete: Summary Rollowup | ͺSystem |
Hours EAC: via Actuals + Allocated Global Date | ,Hours EAC: via Actuals + Allocated Global Date | ͺSystem |
Hours EAC: via Actuals + Scheduled Global Date | ,Hours EAC: via Actuals + Scheduled Global Date | ͺSystem |
Hours Master Planned: All | ,Hours Master Planned: All | ͺSystem |
Hours Projected Runsum: Billable-to-Date plus Scheduled from Today ... | ,Hours Projected Runsum: Billable-to-Date plus Scheduled from Today ... | ͺSystem |
Hours Projected Runsum: to-Date plus Scheduled from Today | ,Hours Projected Runsum: to-Date plus Scheduled from Today | ͺSystem |
Hours Scheduled outside of WorkWeek Calendar | ,Hours Scheduled outside of WorkWeek Calendar | ͺSystem |
Hours Scheduled outside of WorkWeek Calendar[sum for headline] | ,Hours Scheduled outside of WorkWeek Calendar[sum for headline] | ͺSystem |
Hours Scheduled past Disabled[sum for headline] | ,Hours Scheduled past Disabled[sum for headline] | ͺSystem |
Hours Scheduled past Task Completed Date | ,Hours Scheduled past Task Completed Date | ͺSystem |
Hours Scheduled Running Summary | ,Hours Scheduled Running Summary | ͺSystem |
Hours Scheduled Running Summary thru 'Today' | ,Hours Scheduled Running Summary thru 'Today' | ͺSystem |
Hours Scheduled Running Summary: From Today | ,Hours Scheduled Running Summary: From Today | ͺSystem |
Hours Scheduled: All [ifnull] | ,Hours Scheduled: All [ifnull] | ͺSystem |
Hours Scheduled: All [ifnull] by User Assignment | ,Hours Scheduled: All [ifnull] by User Assignment | ͺSystem |
Hours Scheduled: All Hours Projects PTO Only | ,Hours Scheduled: All Hours Projects PTO Only | ͺSystem |
Hours Scheduled: All with empty value | ,Hours Scheduled: All with empty value | ͺSystem |
Hours Scheduled: Billable by Non-Billable Users | ,Hours Scheduled: Billable by Non-Billable Users | ͺSystem |
Hours Scheduled: Billable Tasks From 'Today' (shared) and Task not ... | ,Hours Scheduled: Billable Tasks From 'Today' (shared) and Task not ... | ͺSystem |
Hours Scheduled: Billable to Target % | ,Hours Scheduled: Billable to Target % | ͺSystem |
Hours Scheduled: From 'Today' | ,Hours Scheduled: From 'Today' | ͺSystem |
Hours Scheduled: From 'Today' (shared) and Task not Completed [ifnull] | ,Hours Scheduled: From 'Today' (shared) and Task not Completed [ifnull] | ͺSystem |
Hours Scheduled: Non Billable w/o Billable PF | ,Hours Scheduled: Non Billable w/o Billable PF | ͺSystem |
Hours Scheduled: Non-Billable/Non-Productive Projects PTO Only | ,Hours Scheduled: Non-Billable/Non-Productive Projects PTO Only | ͺSystem |
Hours Scheduled: Non-Billable/Non-Productive Projects with PTO | ,Hours Scheduled: Non-Billable/Non-Productive Projects with PTO | ͺSystem |
Hours Scheduled: Non-Billable/Productive | ,Hours Scheduled: Non-Billable/Productive | ͺSystem |
Hours Scheduled: Non-Billable/Productive - Bar Chart | ,Hours Scheduled: Non-Billable/Productive - Bar Chart | ͺSystem |
Hours Scheduled: Tasks From 'Today' (shared) and Task not Completed | ,Hours Scheduled: Tasks From 'Today' (shared) and Task not Completed | ͺSystem |
Hours Scheduled: to Target % | ,Hours Scheduled: to Target % | ͺSystem |
Hours Scheduled: w/Workweek Lift | ,Hours Scheduled: w/Workweek Lift | ͺSystem |
Hours Unscheduled on Workweek Day by User | ,Hours Unscheduled on Workweek Day by User | ͺSystem |
Hours Variance: % Actual to Scheduled | ,Hours Variance: % Actual to Scheduled | ͺSystem |
Hours Variance: Actual vs Capacity | ,Hours Variance: Actual vs Capacity | ͺSystem |
Hours Variance: Billable Forecast to Target Variance | ,Hours Variance: Billable Forecast to Target Variance | ͺSystem |
Hours Variance: Billable PTD Actual vs Target | ,Hours Variance: Billable PTD Actual vs Target | ͺSystem |
Hours Variance: Hours Forecast to Target Variance by Allocation | ,Hours Variance: Hours Forecast to Target Variance by Allocation | ͺSystem |
Hours Variance: Remaining Task Estimate (User or Task %) to ETC | ,Hours Variance: Remaining Task Estimate (User or Task %) to ETC | ͺSystem |
Hours Variance: Task Budget to Actual RunSum | ,Hours Variance: Task Budget to Actual RunSum | ͺSystem |
Hours Variance: Task Budget Total to Actual | ,Hours Variance: Task Budget Total to Actual | ͺSystem |
Hours Variance: Task Schedule to Budget Variance | ,Hours Variance: Task Schedule to Budget Variance | ͺSystem |
Hours: Actual Forecast by Allocation | ,Hours: Actual Forecast by Allocation | ͺSystem |
Hours: Actual OR Scheduled for Heatmap Lifted for Task | ,Hours: Actual OR Scheduled for Heatmap Lifted for Task | ͺSystem |
Hours: Billable Forecast | ,Hours: Billable Forecast | ͺSystem |
Hours: Un-Logged | ,Hours: Un-Logged | ͺSystem |
Hours: Unused from Workweek Capacity | ,Hours: Unused from Workweek Capacity | ͺSystem |
Hours/Cost EAC Recognized | ,Hours/Cost EAC Recognized | ͺSystem |
In Scope Project Count | ,In Scope Project Count | ͺSystem |
Invoice Amount [sum] min | ,Invoice Amount [sum] min | ͺSystem |
Invoice Amount, Late Outstanding 1-30 [sum] | ,Invoice Amount, Late Outstanding 1-30 [sum] | ͺSystem |
Invoice Amount, Late Outstanding 31-60 [sum] | ,Invoice Amount, Late Outstanding 31-60 [sum] | ͺSystem |
Invoice Amount, Late Outstanding 61-90 [sum] | ,Invoice Amount, Late Outstanding 61-90 [sum] | ͺSystem |
Invoice Amount, Late Outstanding 91+ [sum] | ,Invoice Amount, Late Outstanding 91+ [sum] | ͺSystem |
Invoice Amount, Taxes Unpaid [rollup] | ,Invoice Amount, Taxes Unpaid [rollup] | ͺSystem |
Invoice Remaining | ,Invoice Remaining | ͺSystem |
Invoice Remaining for Burn Graph | ,Invoice Remaining for Burn Graph | ͺSystem |
_Is Organization Filtered? | ,Is Organization Filtered? | ͺSystem |
_Is Project Filtered? | ,Is Project Filtered? | ͺSystem |
_Is Project Group Filtered? | ,Is Project Group Filtered? | ͺSystem |
_Is Tag Filtered? | ,Is Tag Filtered? | ͺSystem |
_Is User Filtered? | ,Is User Filtered? | ͺSystem |
_Is User Skill Filtered? | ,Is User Skill Filtered? | ͺSystem |
_Is User Skill Name Filtered? | ,Is User Skill Name Filtered? | ͺSystem |
Last Health Status Date (MAX Date) | ,Last Health Status Date (MAX Date) | ͺSystem |
Last Scheduled Date within period by User: Calculated | ,Last Scheduled Date within period by User: Calculated | ͺSystem |
Last Scheduled Date within period by User: Date Formatted | ,Last Scheduled Date within period by User: Date Formatted | ͺSystem |
Margin | ,Margin | ͺSystem |
Margin (Fixed Fee) Actual: Includes Non-Billable Expenses | ,Margin (Fixed Fee) Actual: Includes Non-Billable Expenses | ͺSystem |
Margin (simple) Actual : Billable | ,Margin (simple) Actual : Billable | ͺSystem |
Margin (simple) Actual : w/o Non-Billable exp | ,Margin (simple) Actual : w/o Non-Billable exp | ͺSystem |
Margin (simple) Projected [%] | ,Margin (simple) Projected [%] | ͺSystem |
Margin (simple) Projected [sum] | ,Margin (simple) Projected [sum] | ͺSystem |
Margin @ Complete Fixed Fee | ,Margin @ Complete Fixed Fee | ͺSystem |
Margin @ EAC via Allo | ,Margin @ EAC via Allo | ͺSystem |
Margin % | ,Margin % | ͺSystem |
Margin % Average | ,Margin % Average | ͺSystem |
Margin % Average (Allo) | ,Margin % Average (Allo) | ͺSystem |
Margin % Average: % Complete Method | ,Margin % Average: % Complete Method | ͺSystem |
Margin % EAC via Allo | ,Margin % EAC via Allo | ͺSystem |
Margin % Variance: Target to EAC Project Level (actual +schedules) ... | ,Margin % Variance: Target to EAC Project Level (actual +schedules) ... | ͺSystem |
Margin %: (Fixed Fee) Actual: Includes Non-Billable Expenses | ,Margin %: (Fixed Fee) Actual: Includes Non-Billable Expenses | ͺSystem |
Margin %: EAC % - Combination Fixed/T&M | ,Margin %: EAC % - Combination Fixed/T&M | ͺSystem |
Margin %: EAC % - Project Level | ,Margin %: EAC % - Project Level | ͺSystem |
Margin %: EAC % Complete - Fixed Task | ,Margin %: EAC % Complete - Fixed Task | ͺSystem |
Margin %: EAC % Complete - T&M | ,Margin %: EAC % Complete - T&M | ͺSystem |
Margin %: EAC Allocated: Project Level | ,Margin %: EAC Allocated: Project Level | ͺSystem |
Margin %: EAC Scheduled - Fixed or T&M | ,Margin %: EAC Scheduled - Fixed or T&M | ͺSystem |
Margin %: EAC Scheduled - Fixed Task | ,Margin %: EAC Scheduled - Fixed Task | ͺSystem |
Margin %: EAC Scheduled - T&M | ,Margin %: EAC Scheduled - T&M | ͺSystem |
Margin %: EAC Scheduled: Project Level | ,Margin %: EAC Scheduled: Project Level | ͺSystem |
Margin %: Fixed or T&M at Project Level_EAC Scheduled | ,Margin %: Fixed or T&M at Project Level_EAC Scheduled | ͺSystem |
Margin %: Project ToDate T&M plus Fixed | ,Margin %: Project ToDate T&M plus Fixed | ͺSystem |
Margin %: ToDate T&M plus Fixed | ,Margin %: ToDate T&M plus Fixed | ͺSystem |
Margin EAC | ,Margin EAC | ͺSystem |
Margin EAC % | ,Margin EAC % | ͺSystem |
Margin EAC % Variance to Target | ,Margin EAC % Variance to Target | ͺSystem |
Margin ITD | ,Margin ITD | ͺSystem |
Margin ITD % | ,Margin ITD % | ͺSystem |
Margin with Costs as Incurred | ,Margin with Costs as Incurred | ͺSystem |
Margin: % Complete - Fixed Task | ,Margin: % Complete - Fixed Task | ͺSystem |
Margin: EAC % - Fixed or T&M | ,Margin: EAC % - Fixed or T&M | ͺSystem |
Margin: EAC % - selects between: Rollup for Project Level | ,Margin: EAC % - selects between: Rollup for Project Level | ͺSystem |
Margin: EAC % Complete - T&M | ,Margin: EAC % Complete - T&M | ͺSystem |
Margin: EAC Allocated - Fixed plus T&M | ,Margin: EAC Allocated - Fixed plus T&M | ͺSystem |
Margin: EAC Allocated - Fixed Task | ,Margin: EAC Allocated - Fixed Task | ͺSystem |
Margin: EAC Allocated - T&M | ,Margin: EAC Allocated - T&M | ͺSystem |
Margin: EAC Scheduled - Fixed plus T&M | ,Margin: EAC Scheduled - Fixed plus T&M | ͺSystem |
Margin: EAC Scheduled - Fixed Task | ,Margin: EAC Scheduled - Fixed Task | ͺSystem |
Margin: EAC Scheduled - T&M | ,Margin: EAC Scheduled - T&M | ͺSystem |
Margin: Revenue Base | ,Margin: Revenue Base | ͺSystem |
Margin: Revenue Base for Fixed and Completed | ,Margin: Revenue Base for Fixed and Completed | ͺSystem |
Margin: Revenue Base for Fixed, Open and Fees<Budget | ,Margin: Revenue Base for Fixed, Open and Fees<Budget | ͺSystem |
Margin: Revenue Base for Fixed, Open and Fees>=Budget | ,Margin: Revenue Base for Fixed, Open and Fees>=Budget | ͺSystem |
Margin: ToDate T&M plus Fixed (task level rollup for fixed) | ,Margin: ToDate T&M plus Fixed (task level rollup for fixed) | ͺSystem |
Margin(Gross) Runsum: Simple Budgets Minus Cost | ,Margin(Gross) Runsum: Simple Budgets Minus Cost | ͺSystem |
Margin(Gross): Simple Budgets Minus Cost | ,Margin(Gross): Simple Budgets Minus Cost | ͺSystem |
Master Planning Hours: Availability % | ,Master Planning Hours: Availability % | ͺSystem |
Master Planning Hours: Available Hours | ,Master Planning Hours: Available Hours | ͺSystem |
Master Planning Hours: Billable | ,Master Planning Hours: Billable | ͺSystem |
Master Planning Hours: Billable to Target % | ,Master Planning Hours: Billable to Target % | ͺSystem |
Milestones Completed % | ,Milestones Completed % | ͺSystem |
Non-Bill Default Hours | ,Non-Bill Default Hours | ͺSystem |
_Non-Billable/Non-Productive Groups Detect PTO Only | ,Non-Billable/Non-Productive Groups Detect PTO Only | ͺSystem |
_Non-Billable/Non-Productive Groups Detect w/o PTO | ,Non-Billable/Non-Productive Groups Detect w/o PTO | ͺSystem |
_Non-Billable/Non-Productive Groups Detect with PTO | ,Non-Billable/Non-Productive Groups Detect with PTO | ͺSystem |
Number of Estimates | ,Number of Estimates | ͺSystem |
Number of Forecast Records | ,Number of Forecast Records | ͺSystem |
Number of Projects Due | ,Number of Projects Due | ͺSystem |
Number of Projects Marked Complete | ,Number of Projects Marked Complete | ͺSystem |
Number of Projects Starting | ,Number of Projects Starting | ͺSystem |
Number of Skills | ,Number of Skills | ͺSystem |
Number of Tasks | ,Number of Tasks | ͺSystem |
Number of Time Entries | ,Number of Time Entries | ͺSystem |
Old metric | ,Old metric | ͺSystem |
OOO: Holiday Time + Time Off in Hours + [PTO] (IFNULL) | ,OOO: Holiday Time + Time Off in Hours + [PTO] (IFNULL) | ͺSystem |
OOO: Holiday Time in Hours | ,OOO: Holiday Time in Hours | ͺSystem |
OOO: Time Off in Hours + [PTO] (IFNULL) | ,OOO: Time Off in Hours + [PTO] (IFNULL) | ͺSystem |
OOO: Time Off in Hours + Allocated [PTO] (IFNULL) | ,OOO: Time Off in Hours + Allocated [PTO] (IFNULL) | ͺSystem |
OOO: Time Off in Hours + Scheduled [PTO] (IFNULL) | ,OOO: Time Off in Hours + Scheduled [PTO] (IFNULL) | ͺSystem |
OOO: Workdays Out of Office | ,OOO: Workdays Out of Office | ͺSystem |
Opportunity base (Kevin tinkering) | ,Opportunity base (Kevin tinkering) | ͺSystem |
Opportunity cost: Non-Bill time x Default Rate | ,Opportunity cost: Non-Bill time x Default Rate | ͺSystem |
Option: Allocated Cost, Fees, or Hours | ,Option: Allocated Cost, Fees, or Hours | ͺSystem |
Out of Scope Project Count | ,Out of Scope Project Count | ͺSystem |
Over/Under Budget - % Method | ,Over/Under Budget - % Method | ͺSystem |
Over/Under Budget - A+S Method | ,Over/Under Budget - A+S Method | ͺSystem |
PA % Complete Check | ,PA % Complete Check | ͺSystem |
PA Amount | ,PA Amount | ͺSystem |
PA Amount - Forecast | ,PA Amount - Forecast | ͺSystem |
PA Amount - Revenue Recognized | ,PA Amount - Revenue Recognized | ͺSystem |
PA Budget | ,PA Budget | ͺSystem |
PA Budget - Recognition | ,PA Budget - Recognition | ͺSystem |
PA Budget Check | ,PA Budget Check | ͺSystem |
PA Cost EAC | ,PA Cost EAC | ͺSystem |
PA Cost EAC - Recognition | ,PA Cost EAC - Recognition | ͺSystem |
PA EAC Override Check | ,PA EAC Override Check | ͺSystem |
PA Export % Complete | ,PA Export % Complete | ͺSystem |
PA Export Cost Between Global Date | ,PA Export Cost Between Global Date | ͺSystem |
PA Export Cost EAC with PA Check | ,PA Export Cost EAC with PA Check | ͺSystem |
PA Export EAC Actual Cost Detect | ,PA Export EAC Actual Cost Detect | ͺSystem |
PA Export EAC Actual Hours Detect | ,PA Export EAC Actual Hours Detect | ͺSystem |
PA Export Global Date Max+1 | ,PA Export Global Date Max+1 | ͺSystem |
PA Export Global Date min +1 | ,PA Export Global Date min +1 | ͺSystem |
PA Export Hours Between Global Date | ,PA Export Hours Between Global Date | ͺSystem |
PA Export Hours EAC with PA Check | ,PA Export Hours EAC with PA Check | ͺSystem |
PA Hours | ,PA Hours | ͺSystem |
PA Hours - Recognition | ,PA Hours - Recognition | ͺSystem |
PA Hours EAC | ,PA Hours EAC | ͺSystem |
PA Hours EAC - Recognition | ,PA Hours EAC - Recognition | ͺSystem |
PA Hours EST - Recognition | ,PA Hours EST - Recognition | ͺSystem |
PA Hours ETC | ,PA Hours ETC | ͺSystem |
PA Hours ETC - Recognition | ,PA Hours ETC - Recognition | ͺSystem |
PA Hours To Date - Recognition | ,PA Hours To Date - Recognition | ͺSystem |
PA Override Check | ,PA Override Check | ͺSystem |
PA Percent Complete | ,PA Percent Complete | ͺSystem |
PA Percent Complete - Recognition | ,PA Percent Complete - Recognition | ͺSystem |
PA Revenue Rec. Check | ,PA Revenue Rec. Check | ͺSystem |
PA Total Estimated Hours | ,PA Total Estimated Hours | ͺSystem |
PA Total Hours to Date | ,PA Total Hours to Date | ͺSystem |
Pace/Progress Health: Duration vs. Hours | ,Pace/Progress Health: Duration vs. Hours | ͺSystem |
Participation Allocated Workspace Hours [Sum] | ,Participation Allocated Workspace Hours [Sum] | ͺSystem |
Participation Estimated Workspace Hours [Sum] | ,Participation Estimated Workspace Hours [Sum] | ͺSystem |
Personnel [count] with Schedule entries | ,Personnel [count] with Schedule entries | ͺSystem |
Personnel [count] with Time Entries | ,Personnel [count] with Time Entries | ͺSystem |
Planned Hours > Scheduled for Availability by Week (soft) | ,Planned Hours > Scheduled for Availability by Week (soft) | ͺSystem |
Planned Hours: from Today | ,Planned Hours: from Today | ͺSystem |
Planned vs. Estimated Hours Variance | ,Planned vs. Estimated Hours Variance | ͺSystem |
Planned vs. Scheduled Hours Varianc | ,Planned vs. Scheduled Hours Varianc | ͺSystem |
_Possible Workday Hours in a Period [sum] - Shared | ,Possible Workday Hours in a Period [sum] - Shared | ͺSystem |
_Possible Workday Hours in a Period [sum] - Shared by all other | ,Possible Workday Hours in a Period [sum] - Shared by all other | ͺSystem |
_Possible Workday Hours in a Period [sum] - Shared by month, all other | ,Possible Workday Hours in a Period [sum] - Shared by month, all other | ͺSystem |
_Possible Workday Hours in a Period [sum] - Shared by week, all oth... | ,Possible Workday Hours in a Period [sum] - Shared by week, all oth... | ͺSystem |
_Possible Workday Hours in a Period [sum] - Shared by week, all other | ,Possible Workday Hours in a Period [sum] - Shared by week, all other | ͺSystem |
_Possible Workday Hours in a Period [sum]: by all other | ,Possible Workday Hours in a Period [sum]: by all other | ͺSystem |
Potential Foregone Revenue of Unscheduled on Workweek Day by User | ,Potential Foregone Revenue of Unscheduled on Workweek Day by User | ͺSystem |
Priority Level - Most Critical Issue | ,Priority Level - Most Critical Issue | ͺSystem |
Productive(Non-Bill) Hours | ,Productive(Non-Bill) Hours | ͺSystem |
Project % Complete by Top Level Task | ,Project % Complete by Top Level Task | ͺSystem |
Project % Duration Burn | ,Project % Duration Burn | ͺSystem |
Project Account Hours/Cost EAC within Global Date | ,Project Account Hours/Cost EAC within Global Date | ͺSystem |
Project Accounting Budget within Global Date | ,Project Accounting Budget within Global Date | ͺSystem |
Project Accounting EAC Cost within Global Date | ,Project Accounting EAC Cost within Global Date | ͺSystem |
Project Accounting EAC Hours within Global Date | ,Project Accounting EAC Hours within Global Date | ͺSystem |
Project Budget Used | ,Project Budget Used | ͺSystem |
Project Budgets | ,Project Budgets | ͺSystem |
Project Completed Date | ,Project Completed Date | ͺSystem |
Project Due Date | ,Project Due Date | ͺSystem |
Project Duration Days: Completed-Start (w/o Weekends) | ,Project Duration Days: Completed-Start (w/o Weekends) | ͺSystem |
Project Duration Days: Due-Start (w/o Weekends) | ,Project Duration Days: Due-Start (w/o Weekends) | ͺSystem |
Project Duration To Date: Today-Start | ,Project Duration To Date: Today-Start | ͺSystem |
Project Duration To-Date: Today-Start (w/o Weekends) | ,Project Duration To-Date: Today-Start (w/o Weekends) | ͺSystem |
Project Duration: Open vs. Completed | ,Project Duration: Open vs. Completed | ͺSystem |
Project Duration: Saturday Completed | ,Project Duration: Saturday Completed | ͺSystem |
Project Duration: Saturday Due | ,Project Duration: Saturday Due | ͺSystem |
Project Duration: Sunday Start | ,Project Duration: Sunday Start | ͺSystem |
Project Paid [sum] | ,Project Paid [sum] | ͺSystem |
Project Risk: Execution [average] | ,Project Risk: Execution [average] | ͺSystem |
Project Risk: Pace [average] | ,Project Risk: Pace [average] | ͺSystem |
Project Risk: Resources [average] | ,Project Risk: Resources [average] | ͺSystem |
Project Start Date | ,Project Start Date | ͺSystem |
Project Status Count | ,Project Status Count | ͺSystem |
Project Status Flag | ,Project Status Flag | ͺSystem |
Project Target Margin | ,Project Target Margin | ͺSystem |
Project Task Pace | ,Project Task Pace | ͺSystem |
Projected Fees [sum] - T&M [by All Time] | ,Projected Fees [sum] - T&M [by All Time] | ͺSystem |
Projected Fees [sum] T&M: Budgeted Not Scheduled BY Time 2 | ,Projected Fees [sum] T&M: Budgeted Not Scheduled BY Time 2 | ͺSystem |
Projects [count] - Past Due | ,Projects [count] - Past Due | ͺSystem |
Projects [count] - Past Due Projects | ,Projects [count] - Past Due Projects | ͺSystem |
Projects [count] (Participation) | ,Projects [count] (Participation) | ͺSystem |
Projects [count] (SAD) | ,Projects [count] (SAD) | ͺSystem |
Projects [count] where Invoices Present | ,Projects [count] where Invoices Present | ͺSystem |
Projects Count | ,Projects Count | ͺSystem |
Projects Due in next 60 Days | ,Projects Due in next 60 Days | ͺSystem |
Projects Due in the Next 60 Days | ,Projects Due in the Next 60 Days | ͺSystem |
PTD Performance Variance | ,PTD Performance Variance | ͺSystem |
PTO Delta: Actual and Scheduled | ,PTO Delta: Actual and Scheduled | ͺSystem |
PTO Hours | ,PTO Hours | ͺSystem |
PTO w/o Billable Filters | ,PTO w/o Billable Filters | ͺSystem |
Q-Q change in % of Projects complete on budget | ,Q-Q change in % of Projects complete on budget | ͺSystem |
Rate Card Usage Count | ,Rate Card Usage Count | ͺSystem |
Realized Bill Rate | ,Realized Bill Rate | ͺSystem |
Recognized % Complete Record | ,Recognized % Complete Record | ͺSystem |
Recognized Revenue Amount in Accounting Period | ,Recognized Revenue Amount in Accounting Period | ͺSystem |
Remaining Estimated hours by User with Split Check V2 | ,Remaining Estimated hours by User with Split Check V2 | ͺSystem |
Remaining Estimated Hours via % Complete: All | ,Remaining Estimated Hours via % Complete: All | ͺSystem |
Remaining Hours from Estimate | ,Remaining Hours from Estimate | ͺSystem |
Resource Health: Burnout | ,Resource Health: Burnout | ͺSystem |
Resource Health: Consolidated | ,Resource Health: Consolidated | ͺSystem |
Resource Health: Count of Users where ETC > Estimate by Task | ,Resource Health: Count of Users where ETC > Estimate by Task | ͺSystem |
Resource Health: Scheduled Hours past Task Due Date | ,Resource Health: Scheduled Hours past Task Due Date | ͺSystem |
Retainer Remaining | ,Retainer Remaining | ͺSystem |
Rev Rec > Project Budget and Complete or Archived | ,Rev Rec > Project Budget and Complete or Archived | ͺSystem |
Revenue - Forecast Variance | ,Revenue - Forecast Variance | ͺSystem |
Revenue [estimated] Fixed-to-Date Cost/EAC Cost % | ,Revenue [estimated] Fixed-to-Date Cost/EAC Cost % | ͺSystem |
Revenue Distribution Base by User: Actual Cost % of EAC | ,Revenue Distribution Base by User: Actual Cost % of EAC | ͺSystem |
Revenue Dynamic | ,Revenue Dynamic | ͺSystem |
Revenue Dynamic w/ Global Date | ,Revenue Dynamic w/ Global Date | ͺSystem |
Revenue Est | ,Revenue Est | ͺSystem |
Revenue Est: % Complete | ,Revenue Est: % Complete | ͺSystem |
Revenue Est: Accounting Period | ,Revenue Est: Accounting Period | ͺSystem |
Revenue Est: Actual Hours/Cost | ,Revenue Est: Actual Hours/Cost | ͺSystem |
Revenue Est: Budget Check | ,Revenue Est: Budget Check | ͺSystem |
Revenue Est: EAC Hours/Cost Identifier | ,Revenue Est: EAC Hours/Cost Identifier | ͺSystem |
Revenue Forecast: Monthly | ,Revenue Forecast: Monthly | ͺSystem |
Revenue Rec. < Global Date | ,Revenue Rec. < Global Date | ͺSystem |
Revenue Rec. Method Check | ,Revenue Rec. Method Check | ͺSystem |
Revenue Rec. Method: % Complete | ,Revenue Rec. Method: % Complete | ͺSystem |
Revenue Rec. Method: On Completion | ,Revenue Rec. Method: On Completion | ͺSystem |
Revenue Rec. Method: T&M | ,Revenue Rec. Method: T&M | ͺSystem |
Revenue-to-date [estimated] for Fix or T&M | ,Revenue-to-date [estimated] for Fix or T&M | ͺSystem |
Schedule vs. Allocated Variance detect (+/- 1 hour range) | ,Schedule vs. Allocated Variance detect (+/- 1 hour range) | ͺSystem |
Schedule vs. Plan Variance detect (+/- 1 hour range) | ,Schedule vs. Plan Variance detect (+/- 1 hour range) | ͺSystem |
Schedule/Actual Check | ,Schedule/Actual Check | ͺSystem |
Scheduled Hours (last or next 30 Days) | ,Scheduled Hours (last or next 30 Days) | ͺSystem |
Scheduled Hours > Global Date | ,Scheduled Hours > Global Date | ͺSystem |
Scheduled hours 2 weeks beyond Last Scheduled Date within a selecte... | ,Scheduled hours 2 weeks beyond Last Scheduled Date within a selecte... | ͺSystem |
Scheduled PTO+Time Off+Holidays | ,Scheduled PTO+Time Off+Holidays | ͺSystem |
Scheduled vs. Estimated Hours Variance | ,Scheduled vs. Estimated Hours Variance | ͺSystem |
_Snapshot [First in Period] | ,Snapshot [First in Period] | ͺSystem |
_Snapshot [Last in Period] | ,Snapshot [Last in Period] | ͺSystem |
Soft & Hard Allocated Hours without pf role workspace title | ,Soft & Hard Allocated Hours without pf role workspace title | ͺSystem |
Stories [count] by Workspace Group | ,Stories [count] by Workspace Group | ͺSystem |
T&M Overcap Check | ,T&M Overcap Check | ͺSystem |
Target Billability in Hours by [Runsum] | ,Target Billability in Hours by [Runsum] | ͺSystem |
Target Billability in Hours by User[net of PTO] | ,Target Billability in Hours by User[net of PTO] | ͺSystem |
Target Margin % with Empty Value | ,Target Margin % with Empty Value | ͺSystem |
Target Utilization in Hours by Allocation [Runsum] | ,Target Utilization in Hours by Allocation [Runsum] | ͺSystem |
Target Utilization in Hours by User by Allocation PTD[net of PTO] | ,Target Utilization in Hours by User by Allocation PTD[net of PTO] | ͺSystem |
Target Utilization in Hours by User by Allocation[net of PTO] | ,Target Utilization in Hours by User by Allocation[net of PTO] | ͺSystem |
Target Utilization in Hours by User: PTD | ,Target Utilization in Hours by User: PTD | ͺSystem |
Task (Issue) Past Due Days by Task | ,Task (Issue) Past Due Days by Task | ͺSystem |
Task % Complete: Actual / Estimated Hours Capped | ,Task % Complete: Actual / Estimated Hours Capped | ͺSystem |
Task % Days Burn | ,Task % Days Burn | ͺSystem |
Task Billable Flag Numeric | ,Task Billable Flag Numeric | ͺSystem |
Task Budget Estimate [RunSum] | ,Task Budget Estimate [RunSum] | ͺSystem |
Task Budget Estimate [Sum] - Milestone Complete | ,Task Budget Estimate [Sum] - Milestone Complete | ͺSystem |
Task Budget Estimate [Sum] - Milestone Open | ,Task Budget Estimate [Sum] - Milestone Open | ͺSystem |
Task Budget Estimate [Sum] by all for Totals | ,Task Budget Estimate [Sum] by all for Totals | ͺSystem |
Task Budget Estimate [Sum] by Story | ,Task Budget Estimate [Sum] by Story | ͺSystem |
Task Budget Estimate [Sum] by Story for Running Margins | ,Task Budget Estimate [Sum] by Story for Running Margins | ͺSystem |
Task Budget Estimate: Billable Only | ,Task Budget Estimate: Billable Only | ͺSystem |
Task Budget Estimate: Current Month | ,Task Budget Estimate: Current Month | ͺSystem |
Task Budget Remaining relative to Allocated Fees (RAD) | ,Task Budget Remaining relative to Allocated Fees (RAD) | ͺSystem |
Task Budget Used [Sum] | ,Task Budget Used [Sum] | ͺSystem |
Task Budgeted Hours Running Summry | ,Task Budgeted Hours Running Summry | ͺSystem |
Task Budgeted Hours with 0 | ,Task Budgeted Hours with 0 | ͺSystem |
Task Budgets | ,Task Budgets | ͺSystem |
Task Budgets for Completed Tasks by Task | ,Task Budgets for Completed Tasks by Task | ͺSystem |
Task Budgets for Non-Complete | ,Task Budgets for Non-Complete | ͺSystem |
Task Budgets for Shared Completed and Non-completed | ,Task Budgets for Shared Completed and Non-completed | ͺSystem |
Task Coming Due Days | ,Task Coming Due Days | ͺSystem |
Task Days Left | ,Task Days Left | ͺSystem |
Task Due / Overdue Days | ,Task Due / Overdue Days | ͺSystem |
Task Duration Days AVG: Due-Start (w/o Weekends) | ,Task Duration Days AVG: Due-Start (w/o Weekends) | ͺSystem |
Task Duration Days: AVG: Completed-Start (w/o Weekends) | ,Task Duration Days: AVG: Completed-Start (w/o Weekends) | ͺSystem |
Task Duration Days: Completed-Start | ,Task Duration Days: Completed-Start | ͺSystem |
Task Duration Days: Completed-Start (w/o Weekends) | ,Task Duration Days: Completed-Start (w/o Weekends) | ͺSystem |
Task Duration Days: Due-Start | ,Task Duration Days: Due-Start | ͺSystem |
Task Duration Days: Due-Start (w/o Weekends) | ,Task Duration Days: Due-Start (w/o Weekends) | ͺSystem |
Task Duration To Date: Today-Start | ,Task Duration To Date: Today-Start | ͺSystem |
Task Duration To-Date: Today-Start (w/o Weekends) | ,Task Duration To-Date: Today-Start (w/o Weekends) | ͺSystem |
Task Duration: Saturday Completed | ,Task Duration: Saturday Completed | ͺSystem |
Task Duration: Saturday Due | ,Task Duration: Saturday Due | ͺSystem |
Task Duration: Sunday Start | ,Task Duration: Sunday Start | ͺSystem |
Task Duration: Variance (Est-Actual) | ,Task Duration: Variance (Est-Actual) | ͺSystem |
Task Fixed Flag Numeric | ,Task Fixed Flag Numeric | ͺSystem |
Task Hours Estimate [Sum] by all date performed | ,Task Hours Estimate [Sum] by all date performed | ͺSystem |
Task Hours Estimate [Sum] by all date performed and Task | ,Task Hours Estimate [Sum] by all date performed and Task | ͺSystem |
Task Hours Estimate [Sum] by all Shared Dates | ,Task Hours Estimate [Sum] by all Shared Dates | ͺSystem |
Task Hours Estimate [Sum] By Task, All Other | ,Task Hours Estimate [Sum] By Task, All Other | ͺSystem |
Task Hours Estimate [Sum] By Task, w/o User/Role | ,Task Hours Estimate [Sum] By Task, w/o User/Role | ͺSystem |
Task Hours Estimate [Sum] by User Assignment Method | ,Task Hours Estimate [Sum] by User Assignment Method | ͺSystem |
Task Hours Estimate [Sum] Unassigned | ,Task Hours Estimate [Sum] Unassigned | ͺSystem |
Task Hours Estimate [Sum] with Assignment | ,Task Hours Estimate [Sum] with Assignment | ͺSystem |
Task Hours Estimate Runsum w/o Deleted | ,Task Hours Estimate Runsum w/o Deleted | ͺSystem |
Task Hours Estimate: Billable Tasks | ,Task Hours Estimate: Billable Tasks | ͺSystem |
Task Pace | ,Task Pace | ͺSystem |
Task Past Due Days - w/ validation check | ,Task Past Due Days - w/ validation check | ͺSystem |
Task Past Due Days while Incomplete | ,Task Past Due Days while Incomplete | ͺSystem |
Task Remaining v2 | ,Task Remaining v2 | ͺSystem |
Task Starting Days | ,Task Starting Days | ͺSystem |
Task Weight [Sum] - Completed | ,Task Weight [Sum] - Completed | ͺSystem |
Tasks [count] Actual Remaining | ,Tasks [count] Actual Remaining | ͺSystem |
Tasks [count] Ahead/behind | ,Tasks [count] Ahead/behind | ͺSystem |
Tasks [count] by all Due Date | ,Tasks [count] by all Due Date | ͺSystem |
Tasks [count] by all Due Date without PF | ,Tasks [count] by all Due Date without PF | ͺSystem |
Tasks [count] Coming Due < 7 Days | ,Tasks [count] Coming Due < 7 Days | ͺSystem |
Tasks [count] Coming Due > 30 Days | ,Tasks [count] Coming Due > 30 Days | ͺSystem |
Tasks [count] Coming Due 15 to 30 Days | ,Tasks [count] Coming Due 15 to 30 Days | ͺSystem |
Tasks [count] Coming Due 7 to 14 Days | ,Tasks [count] Coming Due 7 to 14 Days | ͺSystem |
Tasks [count] Coming Due in 2 Weeks | ,Tasks [count] Coming Due in 2 Weeks | ͺSystem |
Tasks [count] Completed | ,Tasks [count] Completed | ͺSystem |
Tasks [count] Completed all types | ,Tasks [count] Completed all types | ͺSystem |
Tasks [count] Empty Due Date | ,Tasks [count] Empty Due Date | ͺSystem |
Tasks [count] future due | ,Tasks [count] future due | ͺSystem |
Tasks [count] future due within 7 days assignment | ,Tasks [count] future due within 7 days assignment | ͺSystem |
Tasks [count] Issues | ,Tasks [count] Issues | ͺSystem |
Tasks [count] Open | ,Tasks [count] Open | ͺSystem |
Tasks [count] Past Due < 7 Days | ,Tasks [count] Past Due < 7 Days | ͺSystem |
Tasks [count] Past due > 30 Days | ,Tasks [count] Past due > 30 Days | ͺSystem |
Tasks [count] Past due 7 to 14 Days | ,Tasks [count] Past due 7 to 14 Days | ͺSystem |
Tasks [count] Past due and not complete | ,Tasks [count] Past due and not complete | ͺSystem |
Tasks [count] Past due between 15 and 30 Days | ,Tasks [count] Past due between 15 and 30 Days | ͺSystem |
Tasks [count] Past due within Project | ,Tasks [count] Past due within Project | ͺSystem |
Tasks [count] Runsum | ,Tasks [count] Runsum | ͺSystem |
Tasks [count] Runsum without PF | ,Tasks [count] Runsum without PF | ͺSystem |
Tasks [count] Starting < 7 Days | ,Tasks [count] Starting < 7 Days | ͺSystem |
Tasks [count] Starting > 30 Days | ,Tasks [count] Starting > 30 Days | ͺSystem |
Tasks [count] Starting 15 to 30 Days | ,Tasks [count] Starting 15 to 30 Days | ͺSystem |
Tasks [count] Starting 7 to 14 Days | ,Tasks [count] Starting 7 to 14 Days | ͺSystem |
Tasks [count] with Scheduled | ,Tasks [count] with Scheduled | ͺSystem |
Tasks [count]: Tasks and Deliverables | ,Tasks [count]: Tasks and Deliverables | ͺSystem |
Tasks [count]: Type is Task | ,Tasks [count]: Type is Task | ͺSystem |
Tasks % Complete - Estimated via % (Rolled up) | ,Tasks % Complete - Estimated via % (Rolled up) | ͺSystem |
Tasks: Start Within 30 Days | ,Tasks: Start Within 30 Days | ͺSystem |
Taxes: Additional Items | ,Taxes: Additional Items | ͺSystem |
Taxes: Expenses Items | ,Taxes: Expenses Items | ͺSystem |
Taxes: Fixed Fee Items | ,Taxes: Fixed Fee Items | ͺSystem |
Taxes: Time Entry Items | ,Taxes: Time Entry Items | ͺSystem |
Taxes: Total Invoice thru Rollup | ,Taxes: Total Invoice thru Rollup | ͺSystem |
TE Bill Rate | ,TE Bill Rate | ͺSystem |
TE Cost Rate | ,TE Cost Rate | ͺSystem |
TE Worked Until Today | ,TE Worked Until Today | ͺSystem |
TE Worked Until Today [ifnull 0] | ,TE Worked Until Today [ifnull 0] | ͺSystem |
Time Logged By All | ,Time Logged By All | ͺSystem |
Time Off Utilization PTD | ,Time Off Utilization PTD | ͺSystem |
Top Level % Complete | ,Top Level % Complete | ͺSystem |
Total Fees in a Period | ,Total Fees in a Period | ͺSystem |
UnScheduled Date by Type (Rolloff or Current Gap) | ,UnScheduled Date by Type (Rolloff or Current Gap) | ͺSystem |
_useAvailable Filter out NA Project | ,useAvailable Filter out NA Project | ͺSystem |
User Count | ,User Count | ͺSystem |
User Count with Unscheduled on Workweek Day by User | ,User Count with Unscheduled on Workweek Day by User | ͺSystem |
_User Disabled Prior to Selected Period | ,User Disabled Prior to Selected Period | ͺSystem |
User Estimated Hours / Task Estimate Hours % | ,User Estimated Hours / Task Estimate Hours % | ͺSystem |
Users [count] on Story | ,Users [count] on Story | ͺSystem |
Users [count] with availability | ,Users [count] with availability | ͺSystem |
Users [count] with Scheduled | ,Users [count] with Scheduled | ͺSystem |
Users [count] with Scheduled by Month | ,Users [count] with Scheduled by Month | ͺSystem |
Users [count] with Time Entry | ,Users [count] with Time Entry | ͺSystem |
Users [count] with WorkWeek Hours | ,Users [count] with WorkWeek Hours | ͺSystem |
Users < 50% Capacity by Period | ,Users < 50% Capacity by Period | ͺSystem |
Users > 110% Capacity by Period | ,Users > 110% Capacity by Period | ͺSystem |
Users 50-75% of Capacity by Period | ,Users 50-75% of Capacity by Period | ͺSystem |
Users 75 - 110% of Capacity by Period | ,Users 75 - 110% of Capacity by Period | ͺSystem |
Users Bill Rate (from User Record) | ,Users Bill Rate (from User Record) | ͺSystem |
Users with Rolloff on selected day | ,Users with Rolloff on selected day | ͺSystem |
Users with Rolloff prior to selected period | ,Users with Rolloff prior to selected period | ͺSystem |
Utilization %: Actual | ,Utilization %: Actual | ͺSystem |
Utilization %: Actual All To Date | ,Utilization %: Actual All To Date | ͺSystem |
Utilization %: Actual All To Date by Project | ,Utilization %: Actual All To Date by Project | ͺSystem |
Utilization %: Actual by Week | ,Utilization %: Actual by Week | ͺSystem |
Utilization %: Actual Utilization Project to Date [net PTO] | ,Utilization %: Actual Utilization Project to Date [net PTO] | ͺSystem |
Utilization %: Allocated net PTO | ,Utilization %: Allocated net PTO | ͺSystem |
Utilization %: Planned (Master Planning) | ,Utilization %: Planned (Master Planning) | ͺSystem |
Utilization %: Planned by Project | ,Utilization %: Planned by Project | ͺSystem |
Utilization %: Scheduled | ,Utilization %: Scheduled | ͺSystem |
Utilization %: Scheduled [with ifnull scheduled] | ,Utilization %: Scheduled [with ifnull scheduled] | ͺSystem |
Utilization %: Scheduled by Project | ,Utilization %: Scheduled by Project | ͺSystem |
Utilization %: Scheduled by Week | ,Utilization %: Scheduled by Week | ͺSystem |
Utilization %: Scheduled net of PTO | ,Utilization %: Scheduled net of PTO | ͺSystem |
Utilization Variance: Plan to Target | ,Utilization Variance: Plan to Target | ͺSystem |
Utilization Variance: Schedule to Target | ,Utilization Variance: Schedule to Target | ͺSystem |
Utilization Variance: To-Date Actual to Target | ,Utilization Variance: To-Date Actual to Target | ͺSystem |
Utilization Variance: To-Date Billable Actual to Allocated on Billa... | ,Utilization Variance: To-Date Billable Actual to Allocated on Billa... | ͺSystem |
Utilization Variance: To-Date Billable Actual to Scheduled on Billa... | ,Utilization Variance: To-Date Billable Actual to Scheduled on Billa... | ͺSystem |
Utilization Variance: To-Date Billable Actual to Scheduled on Billable | ,Utilization Variance: To-Date Billable Actual to Scheduled on Billable | ͺSystem |
Utilization Variance: To-Date Billable Actual to Target | ,Utilization Variance: To-Date Billable Actual to Target | ͺSystem |
Utilization: Hours Actual to Date: Running Summary | ,Utilization: Hours Actual to Date: Running Summary | ͺSystem |
Variance (Actuals vs Forecast Fees) | ,Variance (Actuals vs Forecast Fees) | ͺSystem |
Variance (Actuals vs Project Est. Rev) | ,Variance (Actuals vs Project Est. Rev) | ͺSystem |
Variance (Actuals vs Task Est. Rev) | ,Variance (Actuals vs Task Est. Rev) | ͺSystem |
Weight times Budget | ,Weight times Budget | ͺSystem |
Weighted Milestone Budget | ,Weighted Milestone Budget | ͺSystem |
Weighted Milestone Values Complete | ,Weighted Milestone Values Complete | ͺSystem |
Weighted Milestone Values Complete TEST | ,Weighted Milestone Values Complete TEST | ͺSystem |
Weighted Milestone Values Not Complete | ,Weighted Milestone Values Not Complete | ͺSystem |
WIP Outstanding 1-30 [sum] | ,WIP Outstanding 1-30 [sum] | ͺSystem |
WIP Outstanding 31-60 [sum] | ,WIP Outstanding 31-60 [sum] | ͺSystem |
WIP Outstanding 61-90 [sum] | ,WIP Outstanding 61-90 [sum] | ͺSystem |
WIP Outstanding 90+ [sum] | ,WIP Outstanding 90+ [sum] | ͺSystem |
WIP Outstanding: Related Labor Cost - All | ,WIP Outstanding: Related Labor Cost - All | ͺSystem |
_Work Days in a Period [sum] - SAD | ,Work Days in a Period [sum] - SAD | ͺSystem |
_Work Days in a Period [sum] - Shared | ,Work Days in a Period [sum] - Shared | ͺSystem |
_Work Days in a Period [sum] - Shared [for open] | ,Work Days in a Period [sum] - Shared [for open] | ͺSystem |
_Work Days in a Period [sum]: by all other | ,Work Days in a Period [sum]: by all other | ͺSystem |
_Work Days in a Period [sum]: Shared by all other | ,Work Days in a Period [sum]: Shared by all other | ͺSystem |
Workday Billability Change | ,Workday Billability Change | ͺSystem |
Workday Billability Prior Value | ,Workday Billability Prior Value | ͺSystem |
Workday Time in Hours by Resource Id | ,Workday Time in Hours by Resource Id | ͺSystem |
Workday Time in Hours by user, without pf | ,Workday Time in Hours by user, without pf | ͺSystem |
Workday Time in Hours: Lifted for Project Breakdown | ,Workday Time in Hours: Lifted for Project Breakdown | ͺSystem |
Workspace Completed Date | ,Workspace Completed Date | ͺSystem |
Workspace Percentage Complete [Sum] | ,Workspace Percentage Complete [Sum] | ͺSystem |
Workweek Hours > Actual Hours | ,Workweek Hours > Actual Hours | ͺSystem |
Workweek Variance: Inverted (Actual - WW) | ,Workweek Variance: Inverted (Actual - WW) | ͺSystem |
Workweek Variance: Unlogged Time by Week | ,Workweek Variance: Unlogged Time by Week | ͺSystem |
xxDELETExx_Workday Time in Hours by user, without pf | ,xxDELETExx_Workday Time in Hours by user, without pf | ͺSystem |
Attributes
The following table lists the renamed attributes. Supplemental attributes are at the bottom and are prefixed with a subscript character.
Old Name | New Name | Folder |
---|---|---|
Account Skill Description | Account Skill: Description | Skills |
Account Skill Id | Account Skill: ID | Skills |
Account Skill Max Level | Account Skill: Max Level | Skills |
Account Skill Name | Account Skill: Name | Skills |
Account Skill Type | Account Skill: Type | Skills |
Additional Item Description | Additional Item: Description | Invoices |
Additional Item Id | Additional Item: Name | Invoices |
Taxable | Additional Item: Taxable | Invoices |
Date (Global Date) | Date (Dynamic Input) | Dates |
Date (Expense Date) | Date (Expense) | Dates |
Date (Foreign Exchange Rate Effective Date) | Date (Foreign Exchange Rate Effective) | Dates |
Date (Invoice Due Date) | Date (Invoice Due) | Dates |
Date (Invoice Paid At) | Date (Invoice Paid) | Dates |
Date (Invoice Date) | Date (Invoice Posted) | Dates |
Date (PA Contract Date) | Date (Project Accounting Contract Date) | Dates |
Date (PA Deleted at Date) | Date (Project Accounting Deleted) | Dates |
Date (PA Period End Date) | Date (Project Accounting Period End) | Dates |
Date (PA Period Start Date) | Date (Project Accounting Period Start) | Dates |
Date (Workspace Status Completed At) | Date (Project Completed) | Dates |
Date (Workspace Created At) | Date (Project Created) | Dates |
Date (Workspace Effective Due Date) | Date (Project Due) | Dates |
Date (Health Status Create Date) | Date (Project Health Status Created) | Dates |
Date (Workspace Start Date) | Date (Project Start) | Dates |
Date (WSC Updated At) | Date (Project Status Updated) | Dates |
Date (SAD Date) | Date (Resource Schedule Date) | Dates |
Date (Date Created) | Date (Shared Created) | Dates |
Date (Shared Date) | Date (Shared) | Dates |
Date (Shared Approval Date) | Date (Submission Approved) | Dates |
Date (Shared Cancellation Date) | Date (Submission Cancelled) | Dates |
Date (Shared Rejection Date) | Date (Submission Rejected) | Dates |
Date (Shared Submission Date) | Date (Submission Submitted) | Dates |
Date (Story Completed At) | Date (Task Completed) | Dates |
Date (Story Created At) | Date (Task Created) | Dates |
Date (Story Deleted At) | Date (Task Deleted) | Dates |
Date (Story Due Date) | Date (Task Due) | Dates |
Date (Story Start Date) | Date (Task Start) | Dates |
Date (Story State Change Date) | Date (Task Status Change) | Dates |
Date (Story Updated At) | Date (Task Updated) | Dates |
Date (Date Performed) | Date (Time Entry) | Dates |
Date (User Created At) | Date (User Created) | Dates |
Date (Disabled At) | Date (User Deactivated) | Dates |
Date (Account Skill Created At) | Date (ͺAccount Skill Created) | Dates |
Date (Account Skill Updated At) | Date (ͺAccount Skill Updated) | Dates |
Date (Audit Transaction Date) | Date (ͺAudit Transaction) | Dates |
Date (ES Start Date) | Date (ͺEstimate Scenario Start) | Dates |
Date (Expense External Reference Created At) | Date (ͺExpense External Reference Created) | Dates |
Date (Expense External Reference Last Synced At) | Date (ͺExpense External Reference Last Synced) | Dates |
Date (Expense External Reference Updated At) | Date (ͺExpense External Reference Updated) | Dates |
Date (External Reference Created At) | Date (ͺExternal Reference Created) | Dates |
Date (External Reference Last Synced At) | Date (ͺExternal Reference Last Synced) | Dates |
Date (External Reference Updated At) | Date (ͺExternal Reference Updated) | Dates |
Date (Invoice External Reference Created At) | Date (ͺInvoice External Reference Created) | Dates |
Date (Invoice External Reference Last Synced At) | Date (ͺInvoice External Reference Last Synced) | Dates |
Date (Invoice External Reference Updated At) | Date (ͺInvoice External Reference Updated) | Dates |
Date (WSC Created At) | Date (ͺProject Status Created) | Dates |
Date (Resource Skill Created At) | Date (ͺResource Skill Created) | Dates |
Date (Resource Skill Updated At) | Date (ͺResource Skill Updated) | Dates |
Date (Snapshot Date) | Date (ͺSnapshot) | ͺSystem |
Date (Staffing Demand Created At) | Date (ͺStaffing Demand Created) | Dates |
Date (Staffing Demand Skill Created At) | Date (ͺStaffing Demand Skill Created) | Dates |
Date (Staffing Demand Skill Updated At) | Date (ͺStaffing Demand Skill Updated) | Dates |
Date (Survey Answer External Reference Created At) | Date (ͺSurvey Answer External Reference Created At) | Dates |
Date (Survey Answer External Reference Last Synced At) | Date (ͺSurvey Answer External Reference Last Synced At) | Dates |
Date (Survey Answer External Reference Updated At) | Date (ͺSurvey Answer External Reference Updated At) | Dates |
Date (Survey Close Date) | Date (ͺSurvey Close Date) | Dates |
Date (Survey Created At) | Date (ͺSurvey Created At) | Dates |
Date (Survey Due Date) | Date (ͺSurvey Due Date) | Dates |
Date (Survey Open Date) | Date (ͺSurvey Open Date) | Dates |
Date (Survey Question External Reference Created At) | Date (ͺSurvey Question External Reference Created At) | Dates |
Date (Survey Question External Reference Last Synced At) | Date (ͺSurvey Question External Reference Last Synced At) | Dates |
Date (Survey Question External Reference Updated At) | Date (ͺSurvey Question External Reference Updated At) | Dates |
Date (Survey Response External Reference Created At) | Date (ͺSurvey Response External Reference Created At) | Dates |
Date (Survey Response External Reference Last Synced At) | Date (ͺSurvey Response External Reference Last Synced At) | Dates |
Date (Survey Response External Reference Updated At) | Date (ͺSurvey Response External Reference Updated At) | Dates |
Date (Survey Template External Reference Created At) | Date (ͺSurvey Template External Reference Created At) | Dates |
Date (Survey Template External Reference Last Synced At) | Date (ͺSurvey Template External Reference Last Synced At) | Dates |
Date (Survey Template External Reference Updated At) | Date (ͺSurvey Template External Reference Updated At) | Dates |
Date (Survey Updated At) | Date (ͺSurvey Updated At) | Dates |
Date (Story Cost Budget Exchange Rate Effective Date) | Date (ͺTask Cost Budget Exchange Rate Effective) | Dates |
Date (TE External Reference Created At) | Date (ͺTE External Reference Created At) | Dates |
Date (TE External Reference Last Synced At) | Date (ͺTE External Reference Last Synced At) | Dates |
Date (TE External Reference Updated At) | Date (ͺTE External Reference Updated At) | Dates |
Date (TA Created At) | Date (ͺTime Adjustment Created) | Dates |
Date (TA Original Date) | Date (ͺTime Adjustment Original) | Dates |
Date (TA Posted On Date) | Date (ͺTime Adjustment Posted) | Dates |
Date (TA Updated At) | Date (ͺTime Adjustment Updated) | Dates |
Date (User Skill Created At) | Date (ͺUser Skill Created) | Dates |
Date (User Skill Updated At) | Date (ͺUser Skill Updated) | Dates |
Department Workspace ID | Department: Project ID | Organizations |
Department Workspace L1 | Department: Project L1 | Organizations |
Department Workspace L2 | Department: Project L2 | Organizations |
Department Workspace L3 | Department: Project L3 | Organizations |
Department Workspace L4 | Department: Project L4 | Organizations |
Department Workspace L5 | Department: Project L5 | Organizations |
Department Workspace L6 | Department: Project L6 | Organizations |
Department Workspace L7 | Department: Project L7 | Organizations |
Department Workspace L8 | Department: Project L8 | Organizations |
Department User ID | Department: User ID | Organizations |
Department User L1 | Department: User L1 | Organizations |
Department User L2 | Department: User L2 | Organizations |
Department User L3 | Department: User L3 | Organizations |
Department User L4 | Department: User L4 | Organizations |
Department User L5 | Department: User L5 | Organizations |
Department User L6 | Department: User L6 | Organizations |
Department User L7 | Department: User L7 | Organizations |
Department User L8 | Department: User L8 | Organizations |
Boolean A | Dynamic Input: Boolean A | Dynamic Inputs |
Boolean B | Dynamic Input: Boolean B | Dynamic Inputs |
EAC Method | Dynamic Input: EAC Method | Dynamic Inputs |
Forecast Source | Dynamic Input: Forecast Source | Dynamic Inputs |
Option | Dynamic Input: Option | Dynamic Inputs |
Revenue Source | Dynamic Input: Revenue Source | Dynamic Inputs |
Favored | Estimate Scenario: Favored | Estimates |
Estimate Scenario Id | Estimate Scenario: Name | Estimates |
ES Workspace Id | Estimate Scenario: Project | Estimates |
Estimate Rate Card | Estimate Scenario: Rate Card | Estimates |
Scenario Title | Estimate Scenario: Title | Estimates |
Estimate Client Name | Estimate: Client Name | Estimates |
Estimate Creator | Estimate: Creator | Estimates |
Estimate Currency | Estimate: Currency | Estimates |
Estimate Id | Estimate: ID | Estimates |
Estimate Locked | Estimate: Locked | Estimates |
Estimate Opportunity Confidence Range | Estimate: Opportunity Confidence | Estimates |
Estimate Title | Estimate: Title | Estimates |
Approved | Expense: Approval Flag | Expenses |
Billable | Expense: Billable | Expenses |
Category | Expense: Category | Expenses |
Expense Exchange Rate Source | Expense: Exchange Rate Source | Expenses |
Expense Id | Expense: ID | Expenses |
Expense Last Action By | Expense: Last Action By | Expenses |
Notes | Expense: Note | Expenses |
Requires Approval | Expense: Requires Approval | Expenses |
Expense Source Currency | Expense: Source Currency | Expenses |
Status | Expense: Status | Expenses |
Status Note | Expense: Status Note | Expenses |
Active Submission Id | Expense: Submission ID | Expenses |
Taxable | Expense: Taxable | Expenses |
Expense Team Member Reimbursable | Expense: Team Member Reimburseable | Expenses |
Expense Vendor | Expense: Vendor | Expenses |
Fixed Fee Item | Fixed Fee Item: ID | Tasks |
Taxable | Fixed Fee Item: Taxable | Tasks |
Fx Account Default | FX: Account Default | Foreign Exchange |
Fx Day Id | FX: Day ID | Foreign Exchange |
Fx Id | FX: ID | Foreign Exchange |
Fx Source Currency | FX: Source Currency | Foreign Exchange |
Fx Table Name | FX: Table Name | Foreign Exchange |
Fx Target Currency | FX: Target Currency | Foreign Exchange |
Geography Workspace ID | Geography: Project ID | Organizations |
Geography Workspace L1 | Geography: Project L1 | Organizations |
Geography Workspace L2 | Geography: Project L2 | Organizations |
Geography Workspace L3 | Geography: Project L3 | Organizations |
Geography Workspace L4 | Geography: Project L4 | Organizations |
Geography Workspace L5 | Geography: Project L5 | Organizations |
Geography Workspace L6 | Geography: Project L6 | Organizations |
Geography Workspace L7 | Geography: Project L7 | Organizations |
Geography Workspace L8 | Geography: Project L8 | Organizations |
Geography User ID | Geography: User ID | Organizations |
Geography User L1 | Geography: User L1 | Organizations |
Geography User L2 | Geography: User L2 | Organizations |
Geography User L3 | Geography: User L3 | Organizations |
Geography User L4 | Geography: User L4 | Organizations |
Geography User L5 | Geography: User L5 | Organizations |
Geography User L6 | Geography: User L6 | Organizations |
Geography User L7 | Geography: User L7 | Organizations |
Geography User L8 | Geography: User L8 | Organizations |
Client Address | Group: Client Address | Groups |
Client Contact Name | Group: Client Contact Name | Groups |
Client Email | Group: Client Email | Groups |
Client Phone number | Group: Client Phone Number | Groups |
Client Website | Group: Client Website | Groups |
Company | Group: Company | Groups |
Workspace Group Id | Group: Name | Groups |
Invoice Note | Invoice: Note | Invoices |
Invoice Id | Invoice: Number | Invoices |
Project Code | Invoice: Project Code | Invoices |
Purchase Order | Invoice: Purchase Order | Invoices |
Recipient Id | Invoice: Recipient | Invoices |
Sender Id | Invoice: Sender | Invoices |
Invoice Status | Invoice: Status | Invoices |
Term | Invoice: Term | Invoices |
Title | Invoice: Title | Invoices |
PA Description | Project Accounting: Description | Project Accounting |
Project Accounting Record Id | Project Accounting: ID | Project Accounting |
PA Labor Type | Project Accounting: Labor Type | Project Accounting |
PA Notes | Project Accounting: Notes | Project Accounting |
PA Service Type | Project Accounting: Service Type | Project Accounting |
PA Status | Project Accounting: Status | Project Accounting |
PA Type | Project Accounting: Type | Project Accounting |
Project Active Day Id | Project Active Day: ID | Projects |
Currency | Project Currency | Projects |
Currency Symbol | Project Currency: Symbol | Projects |
Health Status Color | Project Health: Color | Projects |
Health Status Description | Project Health: Description | Projects |
Workspace Health Report Id | Project Health: Report ID | Projects |
Report Type Id | Project Health: Report Type ID | Projects |
Health Status Type | Project Health: Type | Projects |
Account Id | Project Participation: Account ID | Projects |
Participation Id | Project Participation: ID | Projects |
Team | Project Participation: Team | Projects |
Is Team Lead | Project Participation: Team Lead | Projects |
From Status Color | Project Status Change: From Color | Projects |
From Status Message | Project Status Change: From Message | Projects |
Workspace Status Change Id | Project Status Change: ID | Projects |
To Status Color | Project Status Change: To Color | Projects |
To Status Message | Project Status Change: To Message | Projects |
Account Id | Project: Account ID | Projects |
Archived | Project: Archived | Projects |
Workspace Billable Default | Project: Billable Default | Projects |
Workspace Billing Mode Default | Project: Billing Mode Default | Projects |
Budget Used | Project: Budget Used | Projects |
Budgeted | Project: Budgeted | Projects |
Primary Client Id | Project: Client Lead | Projects |
Project Client Name | Project: Client Name | Projects |
Workspace Color Name | Project: Color Name | Projects |
Current Status Color | Project: Current Status Color | Projects |
Current Status Message | Project: Current Status Message | Projects |
Description | Project: Description | Projects |
WS Estimate Scenario Id | Project: Estimate Scenario Used | Projects |
Workspace ID Attribute | Project: ID | Projects |
Include Expenses In Budget | Project: Include Expenses in Budget | Projects |
Workspace ID | Project: Name | Projects |
Over Budget | Project: Over Budget | Projects |
Project: Primary Group | Project: Primary Group | Projects |
Primary Consultant Id | Project: Provider Lead | Projects |
Rate Card Id | Project: Rate Card ID | Projects |
Rate Card Name | Project: Rate Card Name | Projects |
Workspace Requires Expense Approvals | Project: Requires Expense Approvals | Projects |
Workspace Requires Time Approvals | Project: Requires Time Approvals | Projects |
Revenue Recognition Method | Project: Revenue Recognition Method | Projects |
Workspace Title Attribute | Project: Title Aggregate | Projects |
Resource Allocation Day Id | Resource Allocation Day: ID | Allocations |
Allocation Type | Resource Allocation Day: Type | Allocations |
Story Allocation Days Id | Resource Schedule Day: ID | Schedules |
Resource Skill Creator Name | Resource Skill: Creator Name | Skills |
Resource Skill Id | Resource Skill: ID | Skills |
Resource Skill Level | Resource Skill: Level | Skills |
Resource Skill Max Level | Resource Skill: Max Level | Skills |
Resource Skill Name | Resource Skill: Name | Skills |
Resource Skill Type | Resource Skill: Type | Skills |
Resource Default Role Title | Resource: Default Role Title | Resource |
Resource Geography | Resource: Geography | Resource |
Resource Id | Resource: Name | Resource |
Resource Project Title | Resource: Project Title | Resource |
Resource Title | Resource: Title Aggregate | Resource |
Resource Type | Resource: Type | Resource |
Role Id | Role: Name | Resource |
Story Active Day Id | Task Active Day: ID | Tasks |
Current | Task Assignment: Current | Tasks |
Assignment Id | Task Assignment: ID | Tasks |
Assignment User Name | Task Assignment: User Name | Tasks |
Story State Change Id | Task Status Change: ID | Tasks |
Story State Change - Story State | Task Status Change: Status | Tasks |
Tagging Id | Task Tag: ID | Tasks |
Tag Name | Task Tag: Name | Tasks |
Archived | Task: Archived | Tasks |
Billable | Task: Billable | Tasks |
Story Creator Name | Task: Creator | Tasks |
Story Current State | Task: Current Status | Tasks |
Description | Task: Description | Tasks |
Fixed Fee | Task: Fixed Fee | Tasks |
Story ID Attribute | Task: ID | Tasks |
Overstarted | Task: Late Start | Tasks |
Story Id | Task: Name | Tasks |
Overdue | Task: Overdue | Tasks |
Parent Story Id | Task: Parent | Tasks |
Priority | Task: Priority | Tasks |
Story Title Attribute | Task: Title Aggregate | Tasks |
Top Level Story Id | Task: Top Level | Tasks |
Story Type | Task: Type | Tasks |
Location Archived | Time Entry Location: Archived | Time Entry |
Location Id | Time Entry Location: Name | Time Entry |
Location Name | Time Entry Location: Name Aggregate | Time Entry |
Approved | Time Entry: Approved | Time Entry |
Billable | Time Entry: Billable | Time Entry |
Time Entry Id | Time Entry: ID | Time Entry |
Time Entry Last Action By | Time Entry: Last Action By | Time Entry |
Notes | Time Entry: Notes | Time Entry |
Requires Approval | Time Entry: Requires Approval | Time Entry |
Status | Time Entry: Status | Time Entry |
Status Note | Time Entry: Status Note | Time Entry |
Active Submission Id | Time Entry: Submission ID | Time Entry |
Taxable | Time Entry: Taxable | Time Entry |
Time Entry Type | Time Entry: Type | Time Entry |
User Skill Creator Name | User Skill: Creator | Skills |
User Skill Id | User Skill: ID | Skills |
User Skill Level | User Skill: Level | Skills |
User Skill Max Level | User Skill: Max Level | Skills |
User Skill Name | User Skill: Name | Skills |
User Skill Type | User Skill: Type | Skills |
Account Id | User: Account ID | Users |
Classification | User: Classification | Users |
Default Role Id | User: Default Role | Users |
User Email | User: Email | Users |
User Full Name Attribute | User: Full Name Aggregate | Users |
User ID Attribute | User: ID | Users |
User Job Title | User: Job Title | Users |
Manager Name | User: Manager | Users |
User Id | User: Name | Users |
Permission | User: Permission | Users |
Action Type | ͺAudit: Action Type | ͺAudit |
Field | ͺAudit: Field | ͺAudit |
Audit Id | ͺAudit: ID | ͺAudit |
Previous Value | ͺAudit: Previous Value | ͺAudit |
Record Id | ͺAudit: Record ID | ͺAudit |
Record Name | ͺAudit: Record Name | ͺAudit |
Record Project | ͺAudit: Record Project Name | ͺAudit |
Record Type | ͺAudit: Record Type | ͺAudit |
Transaction Datetime | ͺAudit: Transaction Datetime | ͺAudit |
Transaction Hour | ͺAudit: Transaction Hour | ͺAudit |
Transaction Id | ͺAudit: Transaction ID | ͺAudit |
Audit User Id | ͺAudit: User ID | ͺAudit |
Audit User Name | ͺAudit: User Name | ͺAudit |
Value | ͺAudit: Value | ͺAudit |
CF Candidate Id | ͺCandidate Custom Fields: ID |
ͺCandidate Custom Fields
|
Candidate Demand Day Id | ͺCandidate Demand Day: ID | ͺCandidate |
CDD Candidate Status | ͺCandidate Demand Day: Status | ͺCandidate |
Candidate Id | ͺCandidate: ID | ͺCandidate |
Candidate Status | ͺCandidate: Status | ͺCandidate |
CF Estimate Scenario Id | ͺEstimate Scenario Custom Fields: ID |
Estimate Custom Fields
|
Expense External ID | ͺExpense External: ID | ͺExternal Reference |
Expense Integration Service | ͺExpense External: Integration Service | ͺExternal Reference |
Expense Integration Status | ͺExpense External: Integration Status | ͺExternal Reference |
Expense External Link | ͺExpense External: Link | ͺExternal Reference |
Expense External Message | ͺExpense External: Message | ͺExternal Reference |
Expense External Object | ͺExpense External: Object | ͺExternal Reference |
Expense External Reference Id | ͺExpense External: Reference ID | ͺExternal Reference |
External ID | ͺExternal: ID | ͺExternal Reference |
Integration Service | ͺExternal: Integration Service | ͺExternal Reference |
Integration Status | ͺExternal: Integration Status | ͺExternal Reference |
External Link | ͺExternal: Link | ͺExternal Reference |
External Object | ͺExternal: Object | ͺExternal Reference |
External Reference Id | ͺExternal: Reference ID | ͺExternal Reference |
CF Workspace Group Id | ͺGroup Custom Field | Group Custom Fields |
Invoice External ID | ͺInvoice External: ID | ͺExternal Reference |
Invoice Integration Service | ͺInvoice External: Integration Service | ͺExternal Reference |
Invoice Integration Status | ͺInvoice External: Integration Status | ͺExternal Reference |
Invoice External Link | ͺInvoice External: Link | ͺExternal Reference |
Invoice External Message | ͺInvoice External: Message | ͺExternal Reference |
Invoice External Object | ͺInvoice External: Object | ͺExternal Reference |
Invoice External Reference Id | ͺInvoice External: Reference ID | ͺExternal Reference |
Pair Id | ͺOrganization Pair ID | Organizations |
Organization Pair to Workspace Id | ͺOrganization Pair to Project ID | Organizations |
Organization Pair to User ID | ͺOrganization Pair to User ID | Organizations |
Department | ͺOrganization: Department | Organizations |
Org Department Parent Name | ͺOrganization: Department Parent Name | Organizations |
Geo | ͺOrganization: Geography | Organizations |
Org Geography Parent Name | ͺOrganization: Geography Parent Name | Organizations |
Planned Workday Org User Id | ͺPlanned Workday: Org User ID | Organizations |
CF Workspace Id | ͺProject Custom Field ID | Project Custom Fields |
Workspace to Workspace Group Id | ͺProject to Group ID | Groups |
Records of Assignment Fact | ͺRecords of Assignment Fact | Tasks |
Records of Candidate Custom Fields Fact | ͺRecords of Candidate Custom Fields Fact |
ͺCandidate Custom Fields
|
Records of Estimate Scenario Custom Fields Fact | ͺRecords of Estimate Scenario Custom Fields Fact |
Estimate Custom Fields
|
Records of Workspace Group Custom Fields Fact | ͺRecords of Group Custom Fields Fact | Group Custom Fields |
Records of Invoice Workspace | ͺRecords of Invoice Project | Invoices |
Records of Workspace Custom Fields Fact | ͺRecords of Project Custom Fields Fact | Project Custom Fields |
Records of Workspace Fact | ͺRecords of Project Fact | Projects |
Records of Workspace Snapshot | ͺRecords of Project Snapshot | ͺSystem |
Records of Resource Custom Fields Fact | ͺRecords of Resource Custom Fields Fact |
Resource Custom Fields
|
Records of Staffing Demand Custom Fields Fact | ͺRecords of Staffing Demand Custom Fields Fact |
ͺStaffing Demand Custom Fields
|
Records of Story Custom Fields Fact | ͺRecords of Task Custom Fields Fact | Task Custom Fields |
Records of Story Fact | ͺRecords of Task Fact | Tasks |
Records of User Custom Fields Fact | ͺRecords of User Custom Fields Fact | User Custom Fields |
Records of User Fact | ͺRecords of User Fact | Users |
Records of User Planned Skill Workday | ͺRecords of User Planned Skill Workday | Users |
Records of User Planned Workday | ͺRecords of User Planned Workday | Users |
Records of User Skill Workday | ͺRecords of User Skill Workday | Users |
Records of User Workday | ͺRecords of User Workday | Users |
Allocation Note | ͺResource Allocation Day: Note | Allocations |
CF Resource Id | ͺResource Custom Fields: ID | Resource |
SAD Org User Id | ͺScheduled Org: User ID | Organizations |
Staffing Demand Id | ͺStaffing Demand | ͺStaffing Demand |
CF Staffing Demand Id | ͺStaffing Demand Custom Fields: ID |
ͺStaffing Demand Custom Fields
|
Staffing Demand Status | ͺStaffing Demand Day: Status | ͺStaffing Demand |
Staffing Demand Skill Creator Name | ͺStaffing Demand Skill: Creator Name | ͺStaffing Demand |
Staffing Demand Skill Id | ͺStaffing Demand Skill: ID | ͺStaffing Demand |
Staffing Demand Skill Level | ͺStaffing Demand Skill: Level | ͺStaffing Demand |
Staffing Demand Skill Max Level | ͺStaffing Demand Skill: Max Level | ͺStaffing Demand |
Staffing Demand Skill Name | ͺStaffing Demand Skill: Name | ͺStaffing Demand |
Staffing Demand Skill Type | ͺStaffing Demand Skill: Type | ͺStaffing Demand |
Staffing Demand Day Id | ͺStaffing Demand: Day ID | ͺStaffing Demand |
Staffing Demand Status | ͺStaffing Demand: Status | ͺStaffing Demand |
Staffing Demand Title | ͺStaffing Demand: Title | ͺStaffing Demand |
SA External ID | ͺSurvey Answer: External ID | ͺSurveys |
SA External Link | ͺSurvey Answer: External Link | ͺSurveys |
SA External Message | ͺSurvey Answer: External Message | ͺSurveys |
SA External Object | ͺSurvey Answer: External Object | ͺSurveys |
SA External Reference Id | ͺSurvey Answer: External Reference ID | ͺSurveys |
SA External Status | ͺSurvey Answer: External Status | ͺSurveys |
SA Integration Service | ͺSurvey Answer: Integration Service | ͺSurveys |
SA Integration Status | ͺSurvey Answer: Integration Status | ͺSurveys |
SA Locked | ͺSurvey Answer: Locked | ͺSurveys |
SW Answer Id | ͺSurvey Project: Answer ID | ͺSurveys |
SW Answer Text | ͺSurvey Project: Answer Text | ͺSurveys |
SW Answered | ͺSurvey Project: Answered | ͺSurveys |
SW Choice Selected | ͺSurvey Project: Choice Selected | ͺSurveys |
SW Choice Text | ͺSurvey Project: Choice Text | ͺSurveys |
SW Id | ͺSurvey Project: ID | ͺSurveys |
SW Owner Id | ͺSurvey Project: Owner ID | ͺSurveys |
SW Owner Name | ͺSurvey Project: Owner Name | ͺSurveys |
SW Workspace ID | ͺSurvey Project: Project ID | ͺSurveys |
SW Workspace Name | ͺSurvey Project: Project Name | ͺSurveys |
SW Question Id | ͺSurvey Project: Question ID | ͺSurveys |
SW Question Text | ͺSurvey Project: Question Text | ͺSurveys |
SW Respondent Id | ͺSurvey Project: Respondent ID | ͺSurveys |
SW Respondent Name | ͺSurvey Project: Respondent Name | ͺSurveys |
SW Response Id | ͺSurvey Project: Response ID | ͺSurveys |
SW Status | ͺSurvey Project: Status | ͺSurveys |
SW Subject Name | ͺSurvey Project: Subject Name | ͺSurveys |
SW Template Id | ͺSurvey Project: Template ID | ͺSurveys |
SQ External ID | ͺSurvey Question: External ID | ͺSurveys |
SQ External Link | ͺSurvey Question: External Link | ͺSurveys |
SQ External Message | ͺSurvey Question: External Message | ͺSurveys |
SQ External Object | ͺSurvey Question: External Object | ͺSurveys |
SQ External Reference Id | ͺSurvey Question: External Reference ID | ͺSurveys |
SQ External Status | ͺSurvey Question: External Status | ͺSurveys |
SQ Integration Service | ͺSurvey Question: Integration Service | ͺSurveys |
SQ Integration Status | ͺSurvey Question: Integration Status | ͺSurveys |
SQ Locked | ͺSurvey Question: Locked | ͺSurveys |
SR External ID | ͺSurvey Response: External ID | ͺSurveys |
SR External Link | ͺSurvey Response: External Link | ͺSurveys |
SR External Message | ͺSurvey Response: External Message | ͺSurveys |
SR External Object | ͺSurvey Response: External Object | ͺSurveys |
SR External Reference Id | ͺSurvey Response: External Reference ID | ͺSurveys |
SR External Status | ͺSurvey Response: External Status | ͺSurveys |
SR Integration Service | ͺSurvey Response: Integration Service | ͺSurveys |
SR Integration Status | ͺSurvey Response: Integration Status | ͺSurveys |
SR Locked | ͺSurvey Response: Locked | ͺSurveys |
SS Answer Id | ͺSurvey Task: Answer ID | ͺSurveys |
SS Answer Text | ͺSurvey Task: Answer Text | ͺSurveys |
SS Answered | ͺSurvey Task: Answered | ͺSurveys |
SS Choice Selected | ͺSurvey Task: Choice Selected | ͺSurveys |
SS Choice Text | ͺSurvey Task: Choice Text | ͺSurveys |
SS Id | ͺSurvey Task: ID | ͺSurveys |
SS Owner Id | ͺSurvey Task: Owner ID | ͺSurveys |
SS Owner Name | ͺSurvey Task: Owner Name | ͺSurveys |
SS Question Id | ͺSurvey Task: Question ID | ͺSurveys |
SS Question Text | ͺSurvey Task: Question Text | ͺSurveys |
SS Respondent Id | ͺSurvey Task: Respondent ID | ͺSurveys |
SS Respondent Name | ͺSurvey Task: Respondent Name | ͺSurveys |
SS Response Id | ͺSurvey Task: Response ID | ͺSurveys |
SS Status | ͺSurvey Task: Status | ͺSurveys |
SS Subject Name | ͺSurvey Task: Subject Name | ͺSurveys |
SS Template Id | ͺSurvey Task: Template ID | ͺSurveys |
ST External ID | ͺSurvey Template: External ID | ͺSurveys |
ST External Link | ͺSurvey Template: External Link | ͺSurveys |
ST External Message | ͺSurvey Template: External Message | ͺSurveys |
ST External Object | ͺSurvey Template: External Object | ͺSurveys |
ST External Reference Id | ͺSurvey Template: External Reference ID | ͺSurveys |
ST External Status | ͺSurvey Template: External Status | ͺSurveys |
ST Integration Service | ͺSurvey Template: Integration Service | ͺSurveys |
ST Integration Status | ͺSurvey Template: Integration Status | ͺSurveys |
ST Locked | ͺSurvey Template: Locked | ͺSurveys |
SU Answer Id | ͺSurvey User: Answer ID | ͺSurveys |
SU Answer Text | ͺSurvey User: Answer Text | ͺSurveys |
SU Answered | ͺSurvey User: Answered | ͺSurveys |
SU Choice Selected | ͺSurvey User: Choice Selected | ͺSurveys |
SU Choice Text | ͺSurvey User: Choice Text | ͺSurveys |
SU Id | ͺSurvey User: ID | ͺSurveys |
SU Owner Id | ͺSurvey User: Owner ID | ͺSurveys |
SU Owner Name | ͺSurvey User: Owner Name | ͺSurveys |
SU Question Id | ͺSurvey User: Question ID | ͺSurveys |
SU Question Text | ͺSurvey User: Question Text | ͺSurveys |
SU Respondent Id | ͺSurvey User: Respondent ID | ͺSurveys |
SU Respondent Name | ͺSurvey User: Respondent Name | ͺSurveys |
SU Response Id | ͺSurvey User: Response ID | ͺSurveys |
SU Status | ͺSurvey User: Status | ͺSurveys |
SU Subject Name | ͺSurvey User: Subject Name | ͺSurveys |
SU Template Id | ͺSurvey User: Template ID | ͺSurveys |
Invoice Access Id | ͺSystem: Invoice Access ID | ͺSystem |
Login | ͺSystem: Login | ͺSystem |
Workspace Access Id | ͺSystem: Project Access ID | ͺSystem |
Story Access Id | ͺSystem: Task Access ID | ͺSystem |
CF Story Id | ͺTask Custom Fields: ID | Task Custom Fields |
Story Org Id | ͺTask Org: ID | Organizations |
Story Cost Budget Exchange Rate Source | ͺTask: Cost Budget Exchange Rate Source | Tasks |
Story Cost Budget Source Currency | ͺTask: Cost Budget Source Currency | Tasks |
Task Level | ͺTask: Level | Tasks |
Task Order Position | ͺTask: Order Position | Tasks |
Task Order Task ID | ͺTask: Order Position Task ID | Tasks |
TA Billable | ͺTime Adjustment: Billable | ͺTime Adjustments |
TA Creator Name | ͺTime Adjustment: Creator Name | ͺTime Adjustments |
Time Adjustment id | ͺTime Adjustment: ID | ͺTime Adjustments |
TA Notes | ͺTime Adjustment: Notes | ͺTime Adjustments |
TE External ID | ͺTime Entry External: ID | ͺExternal Reference |
TE Integration Service | ͺTime Entry External: Integration Service | ͺExternal Reference |
TE Integration Status | ͺTime Entry External: Integration Status | ͺExternal Reference |
TE External Link | ͺTime Entry External: Link | ͺExternal Reference |
TE External Message | ͺTime Entry External: Message | ͺExternal Reference |
TE External Object | ͺTime Entry External: Object | ͺExternal Reference |
TE External Reference Id | ͺTime Entry External: Reference ID | ͺExternal Reference |
TE Org User Id | ͺTime Entry Org: User ID | Organizations |
Time Entry Has External References | ͺTime Entry: Has External References | ͺExternal Reference |
CF User Id | ͺUser Custom Fields: ID | User Custom Fields |
User Skill SAD Id | ͺUser Skill: Schedule ID | Skills |
Workday Org User Id | ͺWorkday Org: User ID | Organizations |
Facts
The following table lists the renamed facts. Supplemental facts are at the bottom and are prefixed with a subscript character.
Old Name | New Name | Folder |
---|---|---|
AI Bill Amount In Cents | Additional Item: Amount In Cents | Invoices |
Estimate Budget In Cents | Estimate: Budget In Cents | Estimates |
Estimate Opportunity Confidence | Estimate: Opportunity Confidence | Estimates |
Expense Bill Amount In Cents | Expense: Amount In Cents | Expenses |
Expense Exchange Rate | Expense: Exchange Rate | Expenses |
Expense Source Currency Amount in Cents | Expense: Source Currency Amount in Cents | Expenses |
FFI Bill Amount In Cents | Fixed Fee Item: Amount In Cents | Invoices |
Fx Rate | FX: Rate | Foreign Exchange |
Holiday Time in Minutes | Holiday Time In Minutes | Users |
Invoice Balance In Cents | Invoice: Amount In Cents | Invoices |
Invoice Payment Schedule | Invoice: Payment Schedule | Invoices |
Invoice Tax Rate | Invoice: Tax Rate | Invoices |
PA Amount | Project Accounting: Amount | Project Accounting |
PA Budget | Project Accounting: Budget | Project Accounting |
PA Cost | Project Accounting: Cost | Project Accounting |
PA Cost EAC | Project Accounting: Cost EAC | Project Accounting |
PA Hours | Project Accounting: Hours | Project Accounting |
PA Hours EAC | Project Accounting: Hours EAC | Project Accounting |
PA Hours ETC | Project Accounting: Hours ETC | Project Accounting |
PA Percent Complete | Project Accounting: Percent Complete | Project Accounting |
PA Total Estimated Hours | Project Accounting: Total Estimated Hours | Project Accounting |
PA Total Hours To Date | Project Accounting: Total Hours To Date | Project Accounting |
Currency Base Unit | Project Currency: Base Unit | Projects |
Workspace Amount Paid | Project: Amount Paid | Projects |
Workspace Budget | Project: Budget In Cents | Projects |
Workspace Budget Used In Cents | Project: Budget Used In Cents | Projects |
Workspace Original Budget | Project: Original Budget | Projects |
Workspace Target Margin | Project: Target Margin | Projects |
RAD Cost Amount in Cents | Resource Allocation Day: Cost In Cents | Allocations |
RAD Bill Amount in Cents | Resource Allocation Day: Fees In Cents | Allocations |
RAD Time In Minutes | Resource Allocation Day: Time in Minutes | Allocations |
SAD Bill Amount In Cents | Resource Schedule Day: Bill Amount in Cents | Schedules |
SAD Cost Amount In Cents | Resource Schedule Day: Cost Amount in Cents | Schedules |
SAD Time In Minutes | Resource Schedule Day: Time in Minutes | Schedules |
Story Cost Budget Amount in Cents | Task: Cost Budget Amount In Cents | Tasks |
Story Cost Budget Exchange Rate | Task: Cost Budget Exchange Rate | Tasks |
Story Budget Estimate in Cents | Task: Estimated Budget In Cents | Tasks |
Story Time Estimate in Minutes | Task: Estimated Minutes | Tasks |
Story Percentage Complete | Task: Percentage Complete | Tasks |
TE Bill Rate in Cents | Time Entry: Bill Rate In Cents | Time Entry |
TE Cost Amount In Cents | Time Entry: Cost In Cents | Time Entry |
TE Cost Rate in Cents | Time Entry: Cost Rate In Cents | Time Entry |
TE Bill Amount In Cents | Time Entry: Fees In Cents | Time Entry |
TE Time In Minutes | Time Entry: Time In Minutes | Time Entry |
Time Off Time in Minutes | Time Off Time In Minutes | Users |
User Workday Billability Target | User Dynamic Utilization Target % | Users |
User Bill Rate in Cents | User: Bill Rate in Cents | Users |
User Cost Rate in Cents | User: Cost Rate in Cents | Users |
Active Billability Target | User: Current Utilization Target % | Users |
Workday Time In Minutes | Workday Time In Minutes | Users |
Audit Placeholder | ͺAudit: Placeholder | ͺAudit |
dummy | ͺCandidate Custom Fields: Fact Placeholder |
ͺCandidate Custom Fields
|
dummy | ͺEstimate Custom Fields: Fact Placeholder |
Estimate Custom Fields
|
Expense External Ref Fact1 | ͺExpense External: Reference Fact | ͺSystem |
dummy | ͺGroup Custom Fields Fact Placeholder | Group Custom Fields |
Invoice External Ref Fact1 | ͺInvoice External Ref Fact | ͺSystem |
Planned Minutes | ͺPlanned Minutes | ͺSystem |
Planned Org Minutes | ͺPlanned Org: Time in Minutes | ͺSystem |
Planned Skill Minutes | ͺPlanned Skill Minutes | ͺSystem |
dummy | ͺProject Active Day: Placeholder | ͺSystem |
dummy | ͺProject Custom Fields Fact Placeholder | Project Custom Fields |
Participation Allocated Workspace Minutes | ͺProject Participation: Allocated Minutes | Projects |
Participaion Bill Rate in Cents | ͺProject Participation: Bill Rate in Cents | Projects |
Participation Estimated Workspace Minutes | ͺProject Participation: Estimated Minutes | Projects |
Workspace Percentage Complete | ͺProject Snapshot Percentage Complete | ͺSystem |
dummy | ͺResource Custom Fields Fact: Placeholder |
Resource Custom Fields
|
SAD Org Cost Amount In Cents | ͺScheduled Org: Cost In Cents | ͺSystem |
SAD Org Bill Amount In Cents | ͺScheduled Org: Fees In Cents | ͺSystem |
SAD Org Time In Minutes | ͺScheduled Org: Time In Minutes | ͺSystem |
SAD Skill Cost Amount In Cents | ͺScheduled Skill: Cost In Cents | ͺSystem |
SAD Skill Bill Amount In Cents | ͺScheduled Skill: Fees In Cents | ͺSystem |
SAD Skill Time In Minutes | ͺScheduled Skill: Time In Minutes | ͺSystem |
Snapshot Id | ͺSnapshot ID | ͺSystem |
dummy | ͺStaffing Demand Custom Fields Fact: Placeholder |
ͺStaffing Demand Custom Fields
|
Staffing Demand Quantity | ͺStaffing Demand Quantity | ͺStaffing Demand |
Sub Stories Billable Time in Minutes | ͺSubtask: Billable Time In Minutes | Tasks |
Sub Story Count | ͺSubtask: Count | Tasks |
Subtree Depth | ͺSubtask: Depth | Tasks |
Sub Stories Budget Estimate in Cents | ͺSubtask: Estimated Budget In Cents | Tasks |
Sub Stories Budget Used in Cents | ͺSubtask: Estimated Budget Used In Cents | Tasks |
Sub Stories Time Estimate in Minutes | ͺSubtask: Estimated Minutes | Tasks |
SW Answer Numeric | ͺSurvey Project: Answer Numeric | ͺSurveys |
SW Dummy | ͺSurvey Project: Placeholder | ͺSurveys |
SS Answer Numeric | ͺSurvey Task: Answer Numeric | ͺSurveys |
SS Dummy | ͺSurvey Task: Placeholder | ͺSurveys |
SU Answer Numeric | ͺSurvey User: Answer Numeric | ͺSurveys |
SU Dummy | ͺSurvey User: Placeholder | ͺSurveys |
Story Active Day Budget Estimate In Cents | ͺTask Active Day: Budget Estimate in Cents | Tasks |
Story Active Day Time Estimate In Minutes | ͺTask Active Day: Time Estimate in Minutes | Tasks |
Assignment Estimated Minutes | ͺTask Assignment: Estimated Minutes | Tasks |
Assignment Allocated Minutes | ͺTask Assignment: Scheduled Minutes | Tasks |
dummy | ͺTask Custom Fields Fact: Placeholder | Task Custom Fields |
Story Org Budget Estimate in Cents | ͺTask Org: Budget Estimate In Cents | Tasks |
Story Org Time Estimate in Minutes | ͺTask Org: Time Estimate In Minutes | Tasks |
Story Logged Billable Time In Minutes | ͺTask: Actual Billable Time In Minutes | Tasks |
Story Logged Nonbillable Time In Minutes | ͺTask: Actual Non-Billable Time In Minutes | Tasks |
Story Cost Budget Source Amount in Cents | ͺTask: Cost Budget Source Amount In Cents | Tasks |
Story Budget Used in Cents | ͺTask: Fees In Cents | Tasks |
Weight | ͺTask: Milestone Weight | Tasks |
TA Bill Rate in Cents | ͺTime Adjustment: Bill Rate In Cents | ͺTime Adjustments |
TA Cost Amount in Cents | ͺTime Adjustment: Cost Amount In Cents | ͺTime Adjustments |
TA Cost Rate in Cents | ͺTime Adjustment: Cost Rate In Cents | ͺTime Adjustments |
TA Bill Amount in Cents | ͺTime Adjustment: Fees In Cents | ͺTime Adjustments |
TA Duration in Minutes | ͺTime Adjustment: Time In Minutes | ͺTime Adjustments |
TE External Ref Fact1 | ͺTime Entry External: Reference Fact | ͺExternal Reference |
TE Org Bill Amount In Cents | ͺTime Entry Org: Bill Amount In Cents | ͺSystem |
TE Org Bill Rate in Cents | ͺTime Entry Org: Bill Rate in Cents | ͺSystem |
TE Org Cost Amount In Cents | ͺTime Entry Org: Cost Amount In Cents | ͺSystem |
TE Org Cost Rate in Cents | ͺTime Entry Org: Cost Rate in Cents | ͺSystem |
TE Org Time In Minutes | ͺTime Entry Org: Time In Minutes | ͺSystem |
dummy | ͺUser Custom Fields Fact Placeholder | User Custom Fields |
Workday Org Time In Minutes | ͺWorkday Org: Time In Minutes | ͺSystem |
Workday Skill Time In Minutes | ͺWorkday Skill: Time In Minutes | ͺSystem |
Workspace Org Amount Paid | ͺWorkspace Org: Amount Paid | ͺSystem |
Workspace Org Budget | ͺWorkspace Org: Budget | ͺSystem |
Workspace Org Original Budget | ͺWorkspace Org: Original Budget | ͺSystem |
Renamed Legacy Dashboards
We've renamed legacy dashboards to better organize the standard dashboards list—legacy dashboards now appear at the bottom of the list. Legacy dashboards are no longer being developed, but will remain in your account and continue to be accessible.
- The Fees (Legacy) dashboard is now [Legacy] Fees
- The Utilization (Legacy) dashboard is now [Legacy] Utilization
- The Recurring & Retainer dashboard is now [Legacy] Recurring & Retainer
- The KPIs dashboard is now [Legacy] KPIs