This article contains all of the facts, attributes, and metrics used in Kantata Insights. If you would like to view the metric, attribute, or fact table in a spreadsheet, you can expand then copy the table and paste it into your spreadsheet program of choice.
- Fact —The raw, numeric data elements that can be aggregated by attributes.
- Attribute —The qualitative, categorical data that is used to aggregate reports; attributes are the how of reporting and are commonly used for dates, projects, user IDs, etc.
- Metric —The numerical values and calculations that appear in reports; metrics are the what of reporting and are commonly used for fees, actual hours, etc.
Metrics
| Name | Description | Folder | MAQL |
|---|---|---|---|
| Availability: Allocated %, All Resources | Calculates percentage of available time. (Workday Hours - Allocated Hours) ÷ Workday Hours. | Workday and Capacity | SELECT Availability: Allocated Hours, All Resources/ͺWorkday Time in Hours by user, without pf |
| Availability: Allocated %, Named Resources | Calculates percentage of available time. (Workday Hours - Named Allocated Hours) ÷ Workday Hours. Allocated hours excluding unnamed resources. | Workday and Capacity | SELECT Availability: Allocated Hours, Named Resources Only / ͺWorkday Time in Hours by user, without pf |
| Availability: Allocated Hours | Calculates remaining available hours. Workday Hours - Allocated Hours. | Workday and Capacity | SELECT Workday Hours - IFNULL(Hours Allocated,0) |
| Availability: Allocated Hours, All Resources | Calculates remaining available hours. Workday Hours - Allocated Hours. | Workday and Capacity | SELECT ͺWorkday Time in Hours by user, without pf - IFNULL(ͺAllocation Hours: Hard without pf,0) - IFNULL(ͺAllocation Hours: Soft without pf,0) - IFNULL(Hours Allocated: Unstaffed Demand,0) |
| Availability: Allocated Hours, Hard Allocations Only | Calculates remaining available hours. Workday Hours - Hard Allocated Hours. | Workday and Capacity | SELECT ͺWorkday Time in Hours by user, without pf - IFNULL(ͺAllocation Hours: Hard without pf,0) |
| Availability: Allocated Hours, Named Resources Only | Calculates remaining available hours based on allocated hours (excludes unnamed resources). Workday Hours - Named Allocated Hours. | Workday and Capacity | SELECT ͺWorkday Time in Hours by user, without pf - IFNULL(ͺAllocation Hours: Hard without pf,0) - IFNULL(ͺAllocation Hours: Soft without pf,0) |
| Availability: Scheduled % | Calculates percentage of available time. (Workday Hours - Scheduled Hours) ÷ Workday Hours. | Workday and Capacity | select ifnull(ͺAvailability: Hours by User,0)/Workday Hours by User |
| Availability: Scheduled Hours | Calculates remaining available hours. Workday Hours - Scheduled Hours. | Workday and Capacity | select Workday Hours - ifnull(Hours Scheduled,0) |
| Bill Rate: Allocations | Calculates effective allocation bill rate. Fees Allocated ÷ Hours Allocated. | Rates | SELECT Fees Allocated / Hours Allocated |
| Bill Rate: Time Entries, Billable | Calculates effective time entry bill rate on billable time. Fees Actual ÷ Hours Actual: Billable. | Rates | SELECT Fees Actual / Hours Actual: Billable |
| Bill Rate: Time Entries, Non-Billable & Billable | Calculates effective time entry bill rate on all time (including non-billable time, which decreases the effective bill rate). Fees Actual ÷ Hours Actual. | Rates | Select Fees Actual/Hours Actual |
| Cost Actual | Calculates user cost from time entries. User Cost Rate × Hours Actual. | Cost | select sum(Time Entry: Cost In Cents/Currency: Base Unit) |
| Cost Actual + Expenses: Non-Billable | Calculates user cost from time entries and adds non-billable expenses. | Cost | select ifnull(Cost Actual,0) + ifnull(Expenses: Non-Billable,0) |
| Cost Actual: Billable | Calculates user cost from billable time entries. | Cost | select sum(Time Entry: Cost In Cents/Currency: Base Unit) where Time Entry: Billable=true |
| Cost Actual: Non-Billable | Calculates user cost from non-billable time entries. | Cost | select sum(Time Entry: Cost In Cents/Currency: Base Unit) where Time Entry: Billable=false |
| Cost Allocated | Calculates user cost from Resource Center allocations. | Cost | SELECT SUM(Resource Allocation Day: Cost In Cents)/100 |
| Cost EAC: Allocated + Non-Billable Expenses | Calculates cost estimate at completion. Cost Actual + Cost ETC: Allocated + Non-Billable Expenses. | Cost | SELECT IFNULL(Cost Actual,0) + IFNULL(Cost ETC: Allocated,0) + ifnull(Expenses: Non-Billable,0) |
| Cost EAC: Scheduled | Calculates cost estimate at completion. Cost Actual + Cost ETC: Scheduled. | Cost | SELECT IFNULL(Cost Actual,0) + IFNULL(Cost ETC: Scheduled, Open Tasks,0) |
| Cost EAC: Scheduled + Non-Billable Expenses | Calculates cost estimate at completion. Cost Actual + Cost ETC: Scheduled + Non-Billable Expenses. | Cost | SELECT IFNULL(Cost Actual,0) + IFNULL(Cost ETC: Scheduled, Open Tasks,0) + ifnull(Expenses: Non-Billable,0) |
| Cost ETC: Allocated | Calculates future cost from allocations starting tomorrow. | Cost | SELECT IFNULL(sum(Cost Allocated),0) where Date (Shared) >= This |
| Cost ETC: Scheduled, Open Tasks | Calculates future cost from schedules starting tomorrow, and filters out scheduled cost from completed tasks. | Cost | select ifnull(sum(Resource Schedule Day: Cost Amount in Cents/Currency: Base Unit),0) where Date (Resource Schedule Date) >= This and Task: Current Status != completed |
| Cost Scheduled | Calculates user cost from schedules against tasks. | Cost | select ifnull(sum(Resource Schedule Day: Cost Amount in Cents/Currency: Base Unit),0) |
| Cost Scheduled: Billable | Calculates user cost from schedules against billable tasks. | Margin and Cost | select sum(Resource Schedule Day: Cost Amount in Cents/Currency: Base Unit) where Task: Billable=true |
| Date: Earliest Allocation (MM/DD/YY) | Displays the earliest date from a resource allocation using the MM/DD/YY date format. | Dates | SELECT MIN( ((SELECT ((SELECT MIN(Month (Shared))*10000 + MIN(Day of Month (Shared))*100 + MIN(Year (Shared))-2000 BY Resource Allocation Day: ID)) WHERE Date (Shared) = MIN(((SELECT MIN(Date (Shared)) BY Resource Allocation Day: ID))) )) ) |
| Date: Earliest Schedule (MM/DD/YY) | Displays the earliest date from a schedule using the MM/DD/YY date format. | Dates | SELECT MIN( ((SELECT ((SELECT MIN(Month (Shared))*10000 + MIN(Day of Month (Shared))*100 + MIN(Year (Shared))-2000 BY Resource Schedule Day: ID)) WHERE Date (Shared) = MIN(((SELECT MIN(Date (Shared)) BY Resource Schedule Day: ID))) )) ) |
| Date: Earliest Task Start Date (MM/DD/YY) | Displays the earliest task start date using the MM/DD/YY date format. | Dates | SELECT MIN( ((SELECT ((SELECT MIN(Month (Task Start))*10000 + MIN(Day of Month (Task Start))*100 + MIN(Year (Task Start))-2000 BY Task)) WHERE Date (Task Start) = MIN(((SELECT MIN(Date (Task Start)) BY Task WHERE Date (Task Start) != ''))) )) ) |
| Date: Earliest Time Entry (MM/DD/YY) | Displays the earliest date from a time entry using the MM/DD/YY date format. | Dates | SELECT MIN( ((SELECT ((SELECT MIN(Month (Shared))*10000 + MIN(Day of Month (Shared))*100 + MIN(Year (Shared))-2000 BY Time Entry: ID)) WHERE Date (Shared) = MIN(((SELECT MIN(Date (Shared)) BY Time Entry: ID))) )) ) |
| Date: Latest Allocation (MM/DD/YY) | Displays the latest date from a resource allocation using the MM/DD/YY date format. | Dates | SELECT MAX( ((SELECT ((SELECT MAX(Month (Shared))*10000 + MAX(Day of Month (Shared))*100 + MAX(Year (Shared))-2000 BY Resource Allocation Day: ID)) WHERE Date (Shared) = MAX(((SELECT MAX(Date (Shared)) BY Resource Allocation Day: ID))) )) ) |
| Date: Latest Schedule (MM/DD/YY) | Displays the latest date from a schedule using the MM/DD/YY date format. | Dates | SELECT MAX( ((SELECT ((SELECT MAX(Month (Shared))*10000 + MAX(Day of Month (Shared))*100 + MAX(Year (Shared))-2000 BY Resource Schedule Day: ID)) WHERE Date (Shared) = MAX(((SELECT MAX(Date (Shared)) BY Resource Schedule Day: ID))) )) ) |
| Date: Latest Task Due Date (MM/DD/YY) | Displays the latest task due date using the MM/DD/YY date format. | Dates | SELECT MAX( ((SELECT ((SELECT MAX(Month (Task Due))*10000 + MAX(Day of Month (Task Due))*100 + MAX(Year (Task Due))-2000 BY Task)) WHERE Date (Task Due) = MAX(((SELECT MAX(Date (Task Due)) BY Task WHERE Date (Task Due) != ''))) )) ) |
| Date: Latest Time Entry (MM/DD/YY) | Displays the latest date from a time entry using the MM/DD/YY date format. | Dates | SELECT MAX( ((SELECT ((SELECT MAX(Month (Shared))*10000 + MAX(Day of Month (Shared))*100 + MAX(Year (Shared))-2000 BY Time Entry: ID)) WHERE Date (Shared) = MAX(((SELECT MAX(Date (Shared)) BY Time Entry: ID))) )) ) |
| Date: Project Due Date (MM/DD/YY) | Displays the project due date using the MM/DD/YY date format. | Dates | SELECT IF Date (Project Due) != '' THEN SUM (( SELECT SUM(MAX(Month (Project Due))*10000 +MAX (Day of Month (Project Due))*100 +SUM (MAX(Year (Project Due))-2000)))) ELSE 0 END BY Date (Project Due),Project, ALL OTHER |
| Date: Project Start Date (MM/DD/YY) | Displays the project start date using the MM/DD/YY date format. | Dates | SELECT IF Date (Project Start) != '' THEN SUM (( SELECT SUM(MAX(Month (Project Start))*10000 +MAX (Day of Month (Project Start))*100 +SUM (MAX(Year (Project Start))-2000)))) ELSE 0 END BY Date (Project Start),Project, ALL OTHER |
| Dynamic Input: [Detect Boolean A] | Detects the selection of the Boolean A Dynamic Input Attribute and translates the 1st and 2nd Options into the values of 1 and 2 respectively. | Dates | SELECT IFNULL(((SELECT COUNT(Dynamic Input: Boolean A) WHERE Dynamic Input: Boolean A = True)),0) + IFNULL(((SELECT COUNT(Dynamic Input: Boolean A)*2 WHERE Dynamic Input: Boolean A = False)),0) BY ALL OTHER EXCEPT Dynamic Input: Boolean A |
| Dynamic Input: [Detect Boolean B] | Detects the selection of the Boolean B Dynamic Input Attribute and translates the 1st and 2nd Options into the values of 1 and 2 respectively. | Dates | SELECT IFNULL(((SELECT COUNT(Dynamic Input: Boolean B) WHERE Dynamic Input: Boolean B = True)),0) + IFNULL(((SELECT COUNT(Dynamic Input: Boolean B)*2 WHERE Dynamic Input: Boolean B = False)),0) BY ALL OTHER EXCEPT Dynamic Input: Boolean B |
| Dynamic Input: [Detect Option] | Detects the selection of the Option Dynamic Input and translates the 1st, 2nd, 3rd, and 4th options into 1, 2, 3, and 4 respectively. | Dynamic Inputs | SELECT IFNULL(((SELECT COUNT(Dynamic Input: Option)*1 WHERE Dynamic Input: Option = Option A)),0) + IFNULL(((SELECT COUNT(Dynamic Input: Option)*2 WHERE Dynamic Input: Option = Option B)),0) + IFNULL(((SELECT COUNT(Dynamic Input: Option)*3 WHERE Dynamic Input: Option = Option C)),0) + IFNULL(((SELECT COUNT(Dynamic Input: Option)*4 WHERE Dynamic Input: Option = Option D)),0) BY ALL OTHER EXCEPT Dynamic Input: Option |
| Expense Budget: Estimated Cost | SELECT SUM(Expense Budget: Estimated Cost per Unit*Expense Budget: Quantity) | ||
| Expense Budget: Estimated Cost per Unit | SELECT SUM(Expense Budget: Cost per Unit in Subunits/Currency: Base Unit | ||
| Expense Budget: Estimated Fees | SELECT SUM(Expense Budget: Estimated Fees per Unit*Expense Budget: Quantity) | ||
| Expense Budget: Estimated Fees per Unit | SELECT SUM(Expense Budget: Estimated Cost per Unit+ Expense Budget: Estimated Markup Amount per Unit) | ||
| Expense Budget: Estimated Markup Amount | Select SUM(Expense Budget: Estimated Markup Amount per Unit*Expense Budget: Quantity) | ||
| Expense Budget: Estimated Markup Amount per Unit | At least one of Expense Budget: Markup %, or the Expense Budget: Markup per Unit in Cents must be Null. | SELECT SUM(((IFNULL(Expense Budget: Markup %, 0)/100) * Expense Budget: Estimated Cost per Unit) + IFNULL(Expense Budget: Estimated Markup per Unit (for Flat Rate Markup), 0)) | |
| Expense Budget: Estimated Markup per Unit (for Flat Rate Markup) | Converts Flat Rate Expense Markup to the currency base unit. | SELECT Expense Budget: Markup per Unit in Subunits/Currency: Base Unit | |
| Dynamic Input: Date [Max] | Detects the maximum value set by a user on a dashboard or report filter for the Dynamic Input Date. | Dynamic Inputs | select max(Date (Dynamic Input)) by all other except Date (Dynamic Input) |
| Dynamic Input: Date [Min] | Detects the minimum value set by a user on a dashboard or report filter for the Dynamic Input Date. | Dynamic Inputs | select min(Date (Dynamic Input)) by all other except Date (Dynamic Input) |
| Expenses | Calculates sum of all expenses logged to a project or task. | Expenses | SELECT SUM(Expense: Amount In Cents/Currency: Base Unit) |
| Expenses: Approved | Calculates sum of approved expenses. | Expenses | SELECT SUM(Expense: Amount In Cents/Currency: Base Unit) where Expense: Status = approved |
| Expenses: Billable, Fixed Fee | Calculates sum of billable expenses on fixed fee tasks. | Expenses | select IFNULL(Invoice Amount: Expenses, Unpaid,0) + IFNULL(Invoice Amount: Expenses, Paid,0) + IFNULL(Expenses: Uninvoiced,0) where Task: Fixed Fee=true |
| Expenses: Billable, T&M | Calculates sum of billable expenses on T&M tasks. | Expenses | select IFNULL(Invoice Amount: Expenses, Unpaid,0) + IFNULL(Invoice Amount: Expenses, Paid,0) + IFNULL(Expenses: Uninvoiced,0) where Expense: Billable=true and Task: Fixed Fee!=true |
| Expenses: Invoiced | Calculates sum of expenses that have been invoiced. | Expenses | select sum(Expense: Amount In Cents/Currency: Base Unit) where Invoice != (empty value) |
| Expenses: Non-Billable | Calculates sum of non-billable expenses. | Expenses | select IFNULL(Invoice Amount: Expenses, Unpaid,0) + IFNULL(Invoice Amount: Expenses, Paid,0) + IFNULL(Expenses: Uninvoiced,0) where Expense: Billable=false |
| Expenses: Pending Approval | Calculates sum of expenses that are not yet approved. | Expenses | SELECT SUM(Expense: Amount In Cents/Currency: Base Unit) where Expense: Status = pending |
| Expenses: Rejected | Calculates sum of rejected expenses. | Expenses | SELECT SUM(Expense: Amount In Cents/Currency: Base Unit) where Expense: Status = rejected |
| Expenses: Uninvoiced | Calculates sum of expenses that are not yet associated with an invoice. | Expenses | select sum(Expense: Amount In Cents/Currency: Base Unit) where Invoice = (empty value) |
| Expenses: Unsubmitted | Calculates sum of expenses that are not yet submitted for approval. | Expenses | SELECT SUM(Expense: Amount In Cents/Currency: Base Unit) where Expense: Status = unsubmitted and Expense: Requires Approval = true |
| Fees Actual | Calculates sum of all actual fees (Billable Hours × Bill Rate) from time entries. | Fees | select sum(Time Entry: Fees In Cents/Currency: Base Unit) |
| Fees Actual [FX] | Calculates sum of actual fees if they were converted from the original project currency into a new currency. | Fees | SELECT SUM(SELECT Fees Actual * FX Rate by Currency BY Currency, Date (Shared)) |
| Fees Actual: Fixed Fee Tasks | Calculates sum of actual fees logged to tasks with a fixed fee billing mode. | Fees | select sum(Time Entry: Fees In Cents/Currency: Base Unit) where Task: Fixed Fee=true |
| Fees Actual: Invoiced, Paid | Calculates sum of actual fees that appear on an invoice. | Fees | select sum(Time Entry: Fees In Cents/Currency: Base Unit) where Invoice: Payment Status=paid |
| Fees Actual: Invoiced, Unpaid | Calculates sum of actual fees that have been invoiced, yet the invoice has not yet been paid. | Fees | select sum(Time Entry: Fees In Cents/Currency: Base Unit) where Invoice: Payment Status=unpaid |
| Fees Actual: T&M Tasks | Calculates sum of actual fees logged to tasks with a T&M billing mode. | Fees | select sum(Time Entry: Fees In Cents/Currency: Base Unit) where Time Entry: Billable=true and Task: Fixed Fee!=true |
| Fees Actual: T&M Tasks, Uninvoiced | Calculates sum of actual fees logged to tasks with a T&M billing mode that do not appear on an invoice. | Fees | select sum(Time Entry: Fees In Cents/Currency: Base Unit) where Invoice: Number =(empty value) and Task: Fixed Fee!=true |
| Fees Allocated | Calculates sum of allocated fees (Hours Allocated × Bill Rate) from allocations within Resource Center. | Fees | SELECT SUM(Resource Allocation Day: Fees In Cents)/100 |
| Fees Allocated: Billable Projects | Calculates sum of allocated fees from projects with the billing mode default set to billable. | Fees | SELECT Fees Allocated WHERE Project: Billable Default = Billable |
| Fees EAC: Scheduled, Billable | Calculates fees estimate at completion (EAC) using actual fees to date + future scheduled, billable fees. | Fees | select sum(ifnull(Fees Actual,0) + ifnull(Fees ETC: Scheduled, Billable,0)) |
| Fees ETC: Allocated, Billable | Calculates fees estimate to completion (ETC) using future allocated, billable fees. | Fees | select sum(Resource Allocation Day: Fees In Cents/100) where Project: Billable Default=Billable and Date (Shared)>= This |
| Fees ETC: Scheduled, Billable | Calculates fees estimate to completion (ETC) using future scheduled, billable fees. | Fees | select sum(Resource Schedule Day: Bill Amount in Cents/Currency: Base Unit) where Task: Billable= true and Date (Resource Schedule Date)>= This and Task: Current Status != completed |
| Fees Scheduled | Calculates sum of all scheduled fees (Hours Scheduled × Bill Rate) scheduled to tasks within Project Resourcing. | Fees | select sum(Resource Schedule Day: Bill Amount in Cents/Currency: Base Unit) |
| Fees Scheduled: Billable Tasks | Calculates sum of scheduled fees on billable tasks. | Fees | select sum(Resource Schedule Day: Bill Amount in Cents/Currency: Base Unit) where Task: Billable=true |
| Fees Scheduled: Fixed Fee Tasks | Calculates sum of scheduled fees logged to tasks with a fixed fee billing mode. | Fees | select sum(Resource Schedule Day: Bill Amount in Cents/Currency: Base Unit)where Task: Fixed Fee=true |
| Fees Scheduled: Non-Billable Tasks | Calculates sum of scheduled fees on non-billable tasks. | Fees | select sum(Resource Schedule Day: Bill Amount in Cents/Currency: Base Unit) where Task: Billable=false |
| Fees Scheduled: T&M Tasks | Calculates sum of scheduled fees logged to tasks with a T&M billing mode. | Fees | select sum(Resource Schedule Day: Bill Amount in Cents/Currency: Base Unit)where Task: Fixed Fee!=true |
| Fees: Invoiced | Calculates the total amount of fees (Billable Time Entries × Bill Rate) that have been invoiced. | Fees | select sum(Time Entry: Fees In Cents/Currency: Base Unit) where Invoice!=(empty value) |
| Filter: Projects by Organization | Used in reports to filter projects by their related organization. Add a numeric range report filter, select the Project ID attribute, and select where this metric is greater than 0. | Filters | select if ͺIs Organization Filtered?=1 then (select ifnull((select count(ͺOrganization Pair ID,ͺOrganization Pair to Project ID)),0)) else 1 end |
| Filter: Projects by Project Group | Used in reports to filter projects by their related project group. Add a numeric range report filter, select the Project ID attribute, and select where this metric is greater than 0. | Filters | select if ͺIs Project Group Filtered?=1 then (select ifnull((select count(Group,ͺProject to Group ID)),0)) else 1 end |
| Filter: Projects by User Participation | Used in reports to filter projects by participating users. Add a numeric range report filter, select the Project ID attribute, and select where this metric is greater than 0. | Filters | select if ͺIs Project Filtered?=1 then (select ifnull((select count(Project,Project Participation: ID)),0)) else 1 end |
| Filter: Tasks by Project | Used in reports to filter tasks by the project they belong to if no other task-level metrics are included in the report. Add a numeric range report filter, select the Task ID attribute, and select where this metric is greater than 0. | Filters | select if ͺIs Project Filtered?=1 then (select ifnull((select count(Project,ͺRecords of Task Fact)),0)) else 1 end |
| Filter: Tasks by Tag | Used in reports to filter tasks by their related tag. Add a numeric range report filter, select the Task ID attribute, and select where this metric is greater than 0. | Filters | Select IF ͺIs Tag Filtered? = 1 Then (Select Ifnull ((Select count(Task Tag: Name,Task Tag: ID)),0)) Else 1 End |
| Filter: Tasks by User Assignment | Used in reports to filter tasks by their related assigned tasks. Add a numeric range report filter, select the Task ID attribute, and select where this metric is greater than 0. | Filters | select if ͺIs User Filtered?=1 then (select ifnull((select count(User,ͺRecords of Assignment Fact)),0)) else 1 end |
| Filter: Users by Organization | Used in reports to filter users by their related organization. Add a numeric range report filter, select the Project ID attribute, and select where this metric is greater than 0. | Filters | select if ͺIs Organization Filtered?=1 then (select ifnull((select count(ͺOrganization Pair ID,ͺOrganization Pair to User ID)),0)) else 1 end |
| Filter: Users by User Skill Name | Used in reports to filter users by their related skill. Add a numeric range report filter, select the User ID attribute, and select where this metric is greater than 0. | Filters | Select IF ͺIs User Skill Name Filtered? = 1 Then (Select Ifnull ((Select count(User,User Skill: ID)),0)) Else 1 End |
| Flag: Expense Approval Status | Confirms if an expense has been approved. | Flags | select if Expense: Approval Flag = true Then 1 Else 0 End |
| Flag: Expense Billable | Confirms if an expense is billable or non-billable. | Flags | select if Expense: Billable = true Then 1 Else 0 End |
| Flag: Late Time Entry | Confirms if a time entry was created more than 7 days from the date performed. | Flags | SELECT IF (Day of Week (Sun-Sat) (Time Entry) = 1 AND SUM(Date (Shared Created)) - SUM(Date (Time Entry)) > 8) OR (Day of Week (Sun-Sat) (Time Entry) = 2 AND SUM(Date (Shared Created)) - SUM(Date (Time Entry)) > 7) OR (Day of Week (Sun-Sat) (Time Entry) = 3 AND SUM(Date (Shared Created)) - SUM(Date (Time Entry)) > 6) OR (Day of Week (Sun-Sat) (Time Entry) = 4 AND SUM(Date (Shared Created)) - SUM(Date (Time Entry)) > 5) OR (Day of Week (Sun-Sat) (Time Entry) = 5 AND SUM(Date (Shared Created)) - SUM(Date (Time Entry)) > 4) OR (Day of Week (Sun-Sat) (Time Entry) = 6 AND SUM(Date (Shared Created)) - SUM(Date (Time Entry)) > 3) OR (Day of Week (Sun-Sat) (Time Entry) = 7 AND SUM(Date (Shared Created)) - SUM(Date (Time Entry)) > 2) THEN 0 ELSE 1 END |
| Flag: Project Overdue | Confirms if a project is past due. | Flags | Select if Date (Project Due) - This < 0 and Project: Current Status Color != blue then 1 else 0 end |
| Flag: Task Overdue | Confirms if a task is past due. | Flags | select if Task: Current Status Not in (completed,(deleted value),(deleted value)) and Date (Task Due) < This Then 1 Else 0 End |
| Flag: Task Status Color | Displays the corresponding color of a task's status in a table. (Gray = Not Started, Green = In Progress, Red = On Hold, Blue = Complete) | Flags | select Case When Task: Current Status in (not started, (deleted value), (deleted value)) Then 0, When Task: Current Status in (started, (deleted value)) Then 1, When Task: Current Status in ((deleted value), (deleted value)) Then 2, When Task: Current Status in ((deleted value)) Then 3, When Task: Current Status in (completed, (deleted value), (deleted value), (deleted value), (deleted value)) Then 4 else 5 End |
| Flag: Task Status Name | Displays an abbreviation of a task's current status. | Flags | SELECT CASE WHEN Task: Current Status = not started THEN 1, WHEN Task: Current Status = new THEN 2, WHEN Task: Current Status = (deleted value) THEN 3, WHEN Task: Current Status = started THEN 4, WHEN Task: Current Status = in progress THEN 5, WHEN Task: Current Status = fixed THEN 6, WHEN Task: Current Status = needs info THEN 7, WHEN Task: Current Status = (deleted value) THEN 8, WHEN Task: Current Status = completed THEN 9, WHEN Task: Current Status = (deleted value) THEN 10, WHEN Task: Current Status = (deleted value) THEN 11, WHEN Task: Current Status = (deleted value) THEN 12, WHEN Task: Current Status = (deleted value) THEN 13 ELSE 0 END |
| Flag: Time Entry Approved | Confirms if a time entry has been approved. | Flags | select if Time Entry: Approved = false Then 0 Else 1 End |
| Flag: Time Entry Billable / Non-Billable | Confirms if a time entry is billable or non-billable. | Flags | select if Time Entry: Billable = true Then 1 Else 0 End |
| Flag: Time Entry Requires Approval | Confirms if a time entry requires approval. | Flags | select if Time Entry: Requires Approval = false Then 0 Else 1 End |
| Flag: Time Entry Submitted | Confirms if a time entry has been submitted for approval. | Flags | select if Time Entry: Submission ID = (empty value) Then 0 Else 1 End |
| FX Rate | Calculates the average FX rate from the account default FX table. Used in converting financial values in Insights. | Rates | SELECT AVG(FX: Rate) BY Date (Shared), ALL OTHER WHERE FX: Account Default = true |
| FX Rate by Currency | Inserts the correct FX rate for the top 35 currencies used by Kantata users: AED, AUD, BRL, CAD, CHF, CLP, CNY, CZK, DKK, EGP, EUR, GBP, HKD, HUF, IDR, ILS, INR, JPY, KRW, MXN, MYR, NOK, NZD, PHP, PKR, PLN, RUB, SAR, SEK, SGD, THB, TRY, TWD, USD, ZAR. | Rates | SELECT IF Currency = AUD THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = CAD),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = CNY),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = EUR THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = EUR),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = GBP),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = HKD),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = SEK),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = (deleted value)),0)+COUNT(Currency)*0 ELSE IF Currency = USD THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = USD),0)+COUNT(Currency)*0 ELSE IF Currency = (deleted value) THEN IFNULL((SELECT FX Rate WHERE FX: Source Currency = ZAR),0)+COUNT(Currency)*0 END END END END END END END END END END END END END END END END END END END END END END END END END END END END END END END END END |
| Hours Actual | Calculates time entries that have been logged by users. | Hours | select sum(Time Entry: Time In Minutes)/60 |
| Hours Actual: Approved | Calculates time entries that have been approved. | Hours | select sum(Time Entry: Time In Minutes)/60 where Time Entry: Status = approved |
| Hours Actual: Billable | Calculates the sum of billable time entries. | Hours | select sum(Time Entry: Time In Minutes)/60 where Time Entry: Billable=true |
| Hours Actual: Non-Billable | Calculates the sum of non-billable time entries. | Hours | select sum(Time Entry: Time In Minutes)/60 where Time Entry: Billable=false |
| Hours Actual: Non-Billable, [Admin] & [Internal] Projects | Calculates the sum of non-billable time entries from projects titled with [Admin] or [Internal]. | Hours | Select ifnull(Hours Actual: Non-Billable,0) where Project Name [Project: Name] ilike "[Admin]%" or Project Name [Project: Name] ilike "%[Admin]" or Project Name [Project: Name] ilike "[Internal]%" or Project Name [Project: Name] ilike "%[Internal]" or Description [Project: Description] ilike "%[Admin]%" or Description [Project: Description] ilike "%[Internal]%" or ͺNon-Billable/Non-Productive Groups Detect w/o PTO > 0 |
| Hours Actual: Pending Approval | Calculates the sum of time entries awaiting approval. | Hours | select sum(Time Entry: Time In Minutes)/60 where Time Entry: Status = pending |
| Hours Actual: Productive Hours | Calculates the sum of time entries excluding projects titled with [Admin] or [Internal]. | Hours | SELECT IFNULL(Hours Actual,0) - IFNULL(ͺHours Actual: Non-Billable/Non-Productive Projects PTO Only,0) - IFNULL(Hours Actual: Non-Billable, [Admin] & [Internal] Projects,0) |
| Hours Actual: Rejected | Calculates the sum of time entries rejected by the approver. | Hours | select sum(Time Entry: Time In Minutes)/60 where Time Entry: Status = rejected |
| Hours Actual: Unsubmitted | Calculates the sum of time entries that have yet to be submitted for approval by the user. This only applies to projects that require approvals. | Hours | select sum(Time Entry: Time In Minutes)/60 where Time Entry: Status = unsubmitted and Project: Requires Time Approvals = true |
| Hours Allocated | Calculates hours allocated for a resource via Resource Center. | Hours | SELECT SUM(Resource Allocation Day: Time in Minutes)/60 |
| Hours Allocated: [PTO] Projects | Calculates hours allocated for a resource via Resource Center against projects that contain the characters [PTO]. | Hours | Select ifnull(Hours Allocated,0) where Project Name [Project: Name] ilike "[PTO]%" or Project Name [Project: Name] ilike "%[PTO]" or Description [Project: Description] ilike "%[PTO]%" or ͺNon-Billable/Non-Productive Groups Detect PTO Only > 0 WITH PF EXCEPT Project: Billable Default |
| Hours Allocated: Billable Projects | Calculates hours allocated for a resource via Resource Center against billable projects. | Hours | SELECT Hours Allocated WHERE Project: Billable Default = Billable |
| Hours Allocated: Non-Billable Projects | Calculates hours allocated for a resource via Resource Center against non-billable projects. | Hours | SELECT Hours Allocated WHERE Project: Billable Default = (deleted value) |
| Hours Allocated: Non-Billable, [Admin] & [Internal] Projects | Calculates hours allocated for a resource via Resource Center against projects that contain the characters [Admin] or [Internal]. | Hours | Select ifnull(Hours Allocated: Non-Billable Projects,0) where Project Name [Project: Name] ilike "[Admin]%" or Project Name [Project: Name] ilike "%[Admin]" or Project Name [Project: Name] ilike "[Internal]%" or Project Name [Project: Name] ilike "%[Internal]" or Description [Project: Description] ilike "%[Admin]%" or Description [Project: Description] ilike "%[Internal]%" or ͺNon-Billable/Non-Productive Groups Detect w/o PTO > 0 |
| Hours Allocated: Unstaffed Demand | Calculates hours allocated for an unnamed resource via Resource Center. | Hours | SELECT SUM( ((SELECT ((SELECT Hours Allocated WHERE Resource Allocation Day: Type = Unstaffed Demand )) + ((SELECT COUNT(Project: Title)*0 WITH PF EXCEPT Project)) BY Project: Title )) ) WITHOUT PF EXCEPT Project: Title, Resource: Default Role Title, Resource: Title, Resource: Project Title, Date (Shared), Group, Project: Current Status Color |
| Hours EAC: Actual + Allocated | Calculates hours estimated at completion based on "Actual Hours + Future Allocated Hours (via Resource Center)". | Hours | SELECT IFNULL(Hours Actual,0) + IFNULL(Hours ETC: Allocated,0) |
| Hours EAC: Actual + Scheduled | Calculates hours estimated at completion based on "Actual Hours + Future Scheduled Hours (via Project Resourcing)". | Hours | SELECT IFNULL(Hours Actual,0) + IFNULL(Hours ETC: Scheduled,0) |
| Hours ETC: Allocated | Calculates future allocated hours (via Resource Center). | Hours | select Hours Allocated where Date (Shared) >= THIS |
| Hours ETC: Scheduled | Calculates future scheduled hours (via Project Resourcing) on tasks that have not been completed. | Hours | select sum(Resource Schedule Day: Time in Minutes)/60 where Date (Shared) > THIS and Task: Current Status !=completed |
| Hours Scheduled | Calculates hours scheduled for a resource (via Project Resourcing). | Hours | select sum(Resource Schedule Day: Time in Minutes)/60 |
| Hours Scheduled: Billable | Calculates hours scheduled for a resource (via Project Resourcing) for billable tasks. | Hours | select sum(Resource Schedule Day: Time in Minutes)/60 where Task: Billable=true |
| Hours Scheduled: Non-Billable | Calculates hours scheduled for a resource via Project Resourcing for non-billable tasks. | Hours | select sum(Resource Schedule Day: Time in Minutes)/60 where Task: Billable=false |
| Hours Scheduled: Non-Billable, [Admin] & [Internal] Projects | Calculates hours scheduled for a resource via Project Resourcing against projects that contain the characters [Admin] or [Internal]. | Hours | Select ifnull(Hours Scheduled: Non-Billable,0) where Project Name [Project: Name] ilike "[Admin]%" or Project Name [Project: Name] ilike "%[Admin]" or Project Name [Project: Name] ilike "[Internal]%" or Project Name [Project: Name] ilike "%[Internal]" or Description [Project: Description] ilike "%[Admin]%" or Description [Project: Description] ilike "%[Internal]%" or ͺNon-Billable/Non-Productive Groups Detect w/o PTO > 0 |
| Hours Scheduled: Non-Billable, [PTO] Projects | Calculates hours scheduled for a resource via Project Resourcing against projects that contain the characters [PTO]. | Hours | Select ifnull(Hours Scheduled: Non-Billable,0) where Project Name [Project: Name] ilike "[PTO]%" or Project Name [Project: Name] ilike "%[PTO]" or Description [Project: Description] ilike "%[PTO]%" or ͺNon-Billable/Non-Productive Groups Detect PTO Only > 0 |
| Hours Variance: Actual vs Scheduled | Calculates the difference between time entry hours logged and hours scheduled via Project Resourcing. | Hours | SELECT ifnull(Hours Actual,0) - ifnull(Hours Scheduled,0) |
| Hours Variance: Actual vs Target to Date | Calculates the difference between time entry hours logged and a user's target hours (set through member settings). | Hours | SELECT ifnull(Hours Actual,0) - ifnull(ͺTarget Utilization in Hours by User: PTD,0) |
| Hours Variance: Actual vs Task Estimated Hours | Calculates the difference between time entry hours logged and the estimated hours against tasks. | Hours | select ifnull(Task Estimated Hours,0) - ifnull(Hours Actual,0) |
| Hours Variance: Actual vs Workday Hours | Calculates the difference between time entry hours logged and a user's expected working week (set through member settings). | Hours | SELECT Workday Hours - ͺHours Actual: All (All Users Lift) |
| Hours Variance: Actual: Billable vs Scheduled: Billable | Calculates the difference between billable time entries and scheduled hours against billable projects. | Hours | SELECT ifnull(Hours Actual: Billable,0) - ifnull(Hours Scheduled: Billable,0) |
| Hours Variance: Actual: Billable vs Utilization Target | Calculates the difference between billable time entries and a user's target hours (set through member settings). | Hours | SELECT ifnull(Hours Actual: Billable,0) - ifnull(Utilization Target Hours,0) |
| Invoice Amount | Calculates the total amount that has been invoiced, including all line items such as time entries, fixed fee items, expenses, and other items where applicable. | Invoices | select sum(select max(Invoice: Amount In Cents/Currency: Base Unit) by Invoice) |
| Invoice Amount: Additional Items | Calculates additional item amounts that have been invoiced. | Invoices | SELECT SUM(Additional Item: Amount In Cents/Currency: Base Unit) |
| Invoice Amount: Additional Items, Paid | Calculates additional item amounts that have been invoiced and paid. | Invoices | SELECT SUM(Additional Item: Amount In Cents/Currency: Base Unit)where Invoice: Payment Status=paid |
| Invoice Amount: Additional Items, Unpaid | Calculates additional item amounts that have been invoiced but not paid. | Invoices | SELECT SUM(Additional Item: Amount In Cents/Currency: Base Unit)where Invoice: Payment Status=unpaid |
| Invoice Amount: By Component | Adds fixed fee, T&M, additional items, and expenses to calculate the invoice total. This method allows for filtering by project for multi-project invoices. | Invoices | select ifnull(Fees: Invoiced,0) + ifnull(Invoice Amount: Fixed Fee,0) + ifnull(Invoice Amount: Additional Items,0) + ifnull(Expenses: Invoiced,0) |
| Invoice Amount: Expenses, Paid | Calculates sum of expenses found on invoices that have been paid. | Expenses | select sum(Expense: Amount In Cents/Currency: Base Unit) where Invoice: Payment Status = paid |
| Invoice Amount: Expenses, Unpaid | Calculates sum of expenses found on invoices that have not yet been paid. | Expenses | select sum(Expense: Amount In Cents/Currency: Base Unit) where Invoice: Payment Status = unpaid |
| Invoice Amount: Fixed Fee | Calculates fixed fee items that have been invoiced. | Invoices | SELECT SUM(Fixed Fee Item: Amount In Cents/Currency: Base Unit) |
| Invoice Amount: Fixed Fee, Paid | Calculates fixed fee items that have been invoiced and paid. | Invoices | SELECT SUM(Fixed Fee Item: Amount In Cents/Currency: Base Unit) where Invoice: Payment Status=paid |
| Invoice Amount: Fixed Fee, Remaining | Calculates fixed fee items that have not yet been invoiced. Fixed Fee Task Budgets - Fixed Fee Items Invoiced. | Invoices | select Task Estimated Budget: Fixed Fee - ifnull(Invoice Amount: Fixed Fee,0) |
| Invoice Amount: Fixed Fee, Unpaid | Calculates fixed fee items that have been invoiced but not yet paid. | Invoices | SELECT SUM(Fixed Fee Item: Amount In Cents/Currency: Base Unit) where Invoice: Payment Status=unpaid |
| Invoice Amount: Paid | Calculates the total amount that has been invoiced and paid. | Invoices | select Invoice Amount where Invoice: Payment Status = paid |
| Invoice Amount: Unpaid | Calculates the total amount that has been invoiced but not yet paid. | Invoices | select Invoice Amount: By Component where Invoice: Payment Status = unpaid |
| Invoice Amount: Unpaid, Future | Calculates the total amount of invoices that have payments that are due in the future. | Invoices | select Invoice Amount: Unpaid where Date (Invoice Due) >= this |
| Invoice Amount: Unpaid, Past Due | Calculates the total amount of invoices that are overdue. | Invoices | select Invoice Amount: Unpaid where Date (Invoice Due) < this |
| Invoice Tax Rate | Calculates the tax percentage associated with an invoice. | Invoices | SELECT SUM(Invoice: Tax Rate/Currency: Base Unit) by Project, ͺRecords of Invoice Project |
| Margin %: EAC Project Budget, Allocated | Calculates the project margin percentage. (Project Budget - EAC Cost (via Allocations)) ÷ Project Budget. | Margin and Cost | select (Project Budget - Cost EAC: Allocated + Non-Billable Expenses) /Project Budget |
| Margin %: EAC Project Budget, Scheduled | Calculates the project margin percentage. (Project Budget - EAC Cost (via Schedules)) ÷ Project Budget. | Margin and Cost | select Margin: EAC Project Budget, Scheduled / (Margin: EAC Project Budget, Scheduled + Cost EAC: Scheduled + Non-Billable Expenses) |
| Margin %: Fees | Calculates the project margin percentage. (Fees (Billable Time Entries × Bill Rate) - Cost (All Time Entries × Cost Rate)) ÷ Fees | Margin and Cost | select Margin: Fees / Fees Actual |
| Margin %: Project Target | Calculates the target margin that is located in project settings. | Margin and Cost | SELECT SUM(Project: Target Margin/100) |
| Margin: EAC Project Budget, Allocated | Calculates the project margin. Project Budget - EAC Cost (via Allocations). | Margin and Cost | select Project Budget - Cost EAC: Allocated + Non-Billable Expenses |
| Margin: EAC Project Budget, Scheduled | Calculates the project margin. Project Budget - EAC Cost (via Schedules). | Margin and Cost | select Project Budget - Cost EAC: Scheduled + Non-Billable Expenses |
| Margin: Fees | Calculates the project margin. Fees (Billable Time Entries × Bill Rate) - Cost (All Time Entries × Cost Rate). | Margin and Cost | select Fees Actual - Cost Actual + Expenses: Non-Billable |
| Number of Days: Allocated | Calculates the number of days a resource has been allocated (via Resource Center). | Users and Resources | SELECT COUNT(Resource Allocation Day: ID) |
| Number of Days: Scheduled | Calculates the number of days a resource has been scheduled (via Project Resourcing). | Users and Resources | SELECT COUNT (Resource Schedule Day: ID) |
| Number of Days: Task Overdue | Calculates the number of days that a task is past due. | Tasks | Select This - Date (Task Due) |
| Number of Days: Until Project Due | Calculates the number of days until the project is due. | Projects | SELECT Date (Project Due) - THIS WHERE Date (Project Due) != '' |
| Number of Expenses | Calculates the number of expenses that have been created. | Expenses | SELECT COUNT (Expense: ID) |
| Number of Invoices | Calculates the number of invoices that have been created. | Invoices | SELECT COUNT (Invoice) |
| Number of Projects | Calculates the number of projects that have been created. | Projects | select count(Project) |
| Number of Resources | Calculates the number of named and unnamed resources. | Users and Resources | SELECT COUNT(Resource) |
| Number of Task Assignments | Calculates the number of resources assigned to a task, including both named and unnamed resources. | Users and Resources | SELECT SUM (SELECT(SELECT COUNT(Task Assignment: ID)) BY Task, ͺRecords of Assignment Fact ALL OTHER) |
| Number of Tasks | Calculates the number of tasks that have been created. | Tasks and Task Counts | select count(Task, ͺRecords of Task Fact) |
| Number of Tasks: Completed | Calculates the number of completed tasks. | Tasks | Select Count(Task: Name) where Task: Current Status = completed OR Task: Current Status = (deleted value) OR Task: Current Status = (deleted value) OR Task: Current Status = (deleted value) OR Task: Current Status = (deleted value) OR Task: Current Status = fixed |
| Number of Tasks: Deliverable | Calculates the number of tasks with the deliverable task type. | Tasks and Task Counts | select Number of Tasks where Task: Type=(deleted value) |
| Number of Tasks: Issues Outstanding | Calculates the number of tasks with the issue task type that are not yet resolved. | Tasks | select Count(Task: Name,ͺRecords of Task Fact) where Task: Type=issue and Task: Current Status not in ((deleted value),(deleted value),(deleted value),(deleted value)) |
| Number of Tasks: Milestone | Calculates the number of tasks with the milestone task type. | Tasks | select Number of Tasks where Task: Type=milestone |
| Number of Tasks: Not Completed | Calculates the number of tasks that are not yet completed. | Tasks | SELECT COUNT(Task: Name,ͺRecords of Task Fact) WHERE Task: Current Status Not In (completed,(deleted value),fixed) |
| Number of Tasks: Not Started | Calculates the number of tasks that are not started. | Tasks | Select IFNULL(Count(Task: Name),0) WHERE Task: Current Status = not started OR Task: Current Status = new OR Task: Current Status = (deleted value) |
| Number of Tasks: Past Due | Calculates the number of tasks that are past due. | Tasks | SELECT COUNT(Task: Name, ͺRecords of Task Fact) WHERE Date (Task Due) < THIS AND Task: Current Status Not In (completed,(deleted value)) |
| Number of Tasks: Started | Calculates the number of tasks that have been started. | Tasks | Select IFNULL(Count(Task: Name),0) Where Task: Current Status = started or Task: Current Status = in progress |
| Number of Users Assigned to Tasks | Calculates the number of users assigned to a task. | Users and Resources | SELECT COUNT(User: Name,ͺRecords of Assignment Fact) |
| Number of Users | Calculates the number of users in the system. Includes users who have been deactivated. | Users and Resources | select count(User,ͺRecords of User Fact) |
| Number of Users: Active | Calculates the number of active users in the system. Excludes users who have been deactivated or have a Utilization target set to 0. | Users and Resources | SELECT COUNT(User: Name) WHERE Date (User Deactivated) = (empty value) AND Utilization Target Hours > 0 |
| Number of Users with Incomplete Timesheets by Week | Calculates the number of users who have not logged enough time to meet their expected working week. | Users and Resources | Select Sum( Select If Hours Actual < ifnull(Workday Hours,0) Then 1 End by Week (Sun-Sat)/Year (Shared), User) |
| Number of Users with Missing Timesheets by Week | Calculates the number of users who have not submitted any time entries. | Users and Resources | Select Sum( Select If ifnull(Hours Actual,0) = 0 and ifnull(Workday Hours,0) > 0 Then 1 End by Week (Sun-Sat)/Year (Shared), User) |
| Out of Office: [PTO] Projects | Calculates the hours on projects that have the characters "[PTO]" at the beginning or end of the project name, group, or project description. | Workday and Capacity | Select ifnull(Hours Actual: Non-Billable,0) where Project Name [Project: Name] ilike "[PTO]%" or Project Name [Project: Name] ilike "%[PTO]" or Description [Project: Description] ilike "%[PTO]%" or ͺNon-Billable/Non-Productive Groups Detect PTO Only > 0 |
| Out of Office: % Time Out of Office | Calculates the percentage of hours spent out of office (Holidays + Time off + Actual hours to PTO Projects) ÷ Workweek | Workday and Capacity | SELECT IFNULL(ͺOOO: Holiday Time + Time Off in Hours + [PTO] (IFNULL),0)/Workday Hours + Time Off + Holidays |
| Out of Office: Holiday Time % | Calculates the percentage of hours that are spent on holiday hours "Holiday Time ÷ (Workday + Time Off + Holiday Time)" | Workday and Capacity | SELECT Out of Office: Holiday Time in Hours / Workday Hours + Time Off + Holidays WHERE Date (Shared) < THIS |
| Out of Office: Holiday Time in Hours | Calculates holiday hours recorded from a user's calendar. | Workday and Capacity | SELECT SUM(Holiday Time In Minutes)/60 |
| Out of Office: Time Off | Calculates time off hours recorded from a user's calendar. | Workday and Capacity | SELECT SUM(Time Off Time In Minutes/60) |
| Out of Office: Time Off + [PTO] | Calculates time off hours and hours logged to a project that have the characters "[PTO]" at the beginning or end of the project name, group, or project description. | Workday and Capacity | SELECT IF ͺOOO: Time Off in Hours + [PTO] (IFNULL) > 0 THEN ͺOOO: Time Off in Hours + [PTO] (IFNULL) END |
| Out of Office: Time Off + Holidays | Calculates time off hours and holiday hours from a user's calendar. | Workday and Capacity | SELECT IFNULL(ͺOOO: Holiday Time in Hours,0) + IFNULL(Out of Office: Time Off,0) |
| Project % Complete: Top-Level Tasks (% Done) | Calculates the project's completion percentage based on top-level tasks. | Projects | SELECT AVG (SELECT AVG(ͺTop Level % Complete) BY Task: Top Level, Project) |
| Project Amount Paid | Total sum of payments logged to the project. | Projects | SELECT SUM(Project: Amount Paid) |
| Project Budget | Calculates the project budget located in project settings. | Projects | SELECT SUM(Project: Budget In Cents/Currency: Base Unit) |
| Project Budget: Fees Burn % | Calculates the percentage of fees in the budget based on "Fees ÷ Project Budget". | Projects | SELECT Fees Actual / Project Budget |
| Project Budget: Lifted | Calculates the project budget lifted to project level for use in graphing or calculations performed at a task or user level. | Projects | SELECT SUM(Project: Budget In Cents/Currency: Base Unit) by Project, ALL OTHER with PF except Date (Shared) |
| Project Budget: Original | Calculates the original project budget. This can be be separately set in the budget tab of the project admin box. | Projects | SELECT SUM(Project: Original Budget/Currency: Base Unit) |
| Project Budget: Remaining, Fees | Calculates the remaining fees based on "Project Budget - Actual Fees". | Projects | select ifnull(Project Budget, 0) - ifnull(Fees Actual, 0) |
| Project Budget: Spread by Project Duration | Calculates the project budget evenly spread out across the project's duration. | Projects | SELECT SUM( (SELECT (SELECT Project Budget: Lifted / Project Duration: Project Active Days BY Project, Project Active Day: ID) ) ) |
| Project Duration: Completed-Start | Calculates the project completion duration based on a project's start and completion date. | Projects | SELECT SUM(MAX(Date (Project Completed))-MAX(Date (Project Start))) BY Project Where Date (Project Start) != '' AND Date (Project Completed) != '' |
| Project Duration: Due-Start | Calculates the project duration based on the project's start and due date. | Projects | SELECT SUM(MAX(Date (Project Due))-MAX(Date (Project Start))) BY Project WHERE Date (Project Start) != '' AND Date (Project Due) != '' |
| Project Duration: Project Active Days | Calculates the project duration using the number of a project's active days. | Projects | SELECT COUNT(Project Active Day: ID) BY Project, ALL OTHER WITH PF EXCEPT Date (Shared) |
| Project Health Color: All Types | Displays the current project health status for each type, and can be used in combination with the health status type attribute. | Projects | SELECT MAX( ((SELECT ((SELECT Project Health: Color BY Project Health: Report Type ID WHERE Date (Project Health Status Created) = ͺLast Health Status Date (MAX Date) )) BY Date (Project Health Status Created) )) ) |
| Project Health Color: Budget | Displays the project's current budget health status. | Projects | SELECT IFNULL(( Select Project Health Color: All Types WHERE Project Health: Type = Budget),0) |
| Project Health Color: Client | Displays the project's current client health status. | Projects | SELECT IFNULL(( Select Project Health Color: All Types WHERE Project Health: Type = Client),0) |
| Project Health Color: Overall | Displays the project's current overall health status. | Projects | SELECT IFNULL(( Select Project Health Color: All Types WHERE Project Health: Type = Overall),0) |
| Project Health Color: Schedule | Displays the project's current schedule health status. | Projects | SELECT IFNULL(( Select Project Health Color: All Types WHERE Project Health: Type = Schedule),0) |
| Project Health Color: Scope | Displays the project's current scope health status. | Projects | SELECT IFNULL(( Select Project Health Color: All Types WHERE Project Health: Type = Scope),0) |
| Project Status Color | Displays the project's current status color, which is manually defined in the project status. | Projects | SELECT CASE WHEN Project: Current Status Color=grey THEN 1, WHEN Project: Current Status Color=light-green THEN 2, WHEN Project: Current Status Color=green THEN 3, WHEN Project: Current Status Color=(deleted value) THEN 4, WHEN Project: Current Status Color=(deleted value) THEN 5, WHEN Project: Current Status Color=blue THEN 6 END |
| Task % Complete | Calculates the percentage of a task's completeness (set via the Task Tracker/Task Progress view). | Tasks | SELECT SUM(Task: Percentage Complete) |
| Task % Complete: Actual ÷ Estimated Hours | Calculates the percentage of a task's completeness based on "Actual Hours (Time Entries) ÷ Estimated Task Hours". | Tasks | select Hours Actual / sum(Task: Estimated Minutes/60) |
| Task Assignment Estimated Hours | Calculates the estimated hours against a resource located within the task side panel. | Tasks | SELECT SUM(ͺTask Assignment: Estimated Minutes/60) |
| Task Estimated Budget | Calculates the estimated budget against a task. | Tasks | SELECT SUM(Task: Estimated Budget In Cents/Currency: Base Unit) |
| Task Estimated Budget: Fees Burn % | Calculates the percentage complete based on "Actual Fees (Billable Time Entries × Rate) ÷ Estimated Task Budget". | Tasks | Select Fees Actual / Task Estimated Budget |
| Task Estimated Budget: Fixed Fee | Calculates the task budgets for fixed fee tasks. | Tasks | SELECT SUM(Task: Estimated Budget In Cents/Currency: Base Unit)where Task: Fixed Fee=true |
| Task Estimated Budget: Fixed Fee, Completed | Calculates the task budgets for fixed fee tasks that have been completed. | Tasks | SELECT SUM(ͺTask Budget Estimate [Sum] by Story) where Task: Fixed Fee=true and Task: Current Status=completed |
| Task Estimated Budget: Remaining | Calculates the remaining task budget based on "Task Estimated Budget - Fees Actual". | Tasks | Select (ifnull(Task Estimated Budget,0) - ifnull(Fees Actual,0)) |
| Task Estimated Budget: T&M | Calculates the task budgets for T&M tasks. | Tasks | SELECT SUM(Task: Estimated Budget In Cents/Currency: Base Unit)where Task: Fixed Fee!=true |
| Task Estimated Hours | Calculates the estimated hours against a task. | Tasks | SELECT SUM(Task: Estimated Minutes/60) |
| Task Estimated Hours: Split by User | Calculates the estimated hours against a task, which are evenly split for each user assigned to the task. | Tasks | SELECT SUM( ((SELECT (Select SUM(Task: Estimated Minutes)/60 BY Task, All Other) / ͺCount of Resource Assignments on Task [Lift] BY ͺRecords of Assignment Fact)) ) |
| Task Weight % | Calculates the task weight captured in the Milestone Weighting section of the Task Tracker. | Tasks | SELECT SUM(ͺTask: Milestone Weight)/100 |
| User Cost Rate | Calculates a user's default cost rate found in member settings. | Rates | SELECT IFNULL(SUM(User: Cost Rate in Cents/Currency: Base Unit),0) by User, all other |
| Utilization Actual: Billable | Calculates "Hours Actual: Billable ÷ Workday Hours: Net Actual [PTO]". | Utilization and Availability | SELECT Sum(Hours Actual: Billable) / Sum(Workday Hours: Net Actual [PTO]) by User |
| Utilization Actual: Billable, To Date | Calculates "Utilization Actual: Billable" up to today. Used in headline reports or reports without a date attribute. | Utilization and Availability | SELECT Ifnull(Hours Actual: Billable,0) / Workday Hours: Net Actual [PTO] by User where Date (Shared) < This |
| Utilization Actual: Non-Productive, To Date | Calculates "Non-Billable Hours on [Admin] and [Internal] Projects ÷ Workday Hours: Net Actual [PTO]". | Utilization and Availability | SELECT Hours Actual: Non-Billable, [Admin] & [Internal] Projects / Workday Hours: Net Actual [PTO] WHERE Date (Shared) < THIS |
| Utilization Actual: Productive, To Date | Calculates "Productive Hours ÷ Workday Hours: Net Actual [PTO]". Productive hours are all hours that are not [Admin], [Internal], or [PTO]. | Utilization and Availability | SELECT Hours Actual: Productive Hours / (SELECT Workday Hours: Net Actual [PTO] WHERE Date (Shared) < THIS) |
| Utilization Actual: To Date | Calculates "All Hours (Net PTO) ÷ Workday Hours: Net Actual [PTO]" up to today. This is used in headline reports or reports without a date attribute. | Utilization and Availability | SELECT IFNULL(ͺHours Actual: All (net PTO),0) / Workday Hours: Net Actual [PTO] BY User WHERE Date (Shared) < THIS |
| Utilization Allocated | Calculates "Hours Allocated (Net Allocated PTO) ÷ Workday Hours: Net Allocated [PTO]". | Utilization and Availability | SELECT (IFNULL(Hours Allocated,0) - IFNULL(ͺHours Allocated: All • Hours Projects PTO Only (All Filters),0)) / (SELECT Workday Hours: Net Allocated [PTO] BY User WITH PF EXCEPT Project: Billable Default) |
| Utilization Allocated: To Date | Calculates "Utilization Allocated" up to today. This is used in headline reports or reports without a date attribute. | Utilization and Availability | SELECT (SELECT (IFNULL(Hours Allocated,0) - IFNULL(ͺHours Allocated: All Hours Projects PTO Only,0)) / (SELECT Workday Hours: Net Allocated [PTO] BY User WITH PF EXCEPT Project: Billable Default)) WHERE Date (Shared) < THIS |
| Utilization Scheduled | Calculates "Hours Scheduled (Net Scheduled PTO) ÷ Workday Hours: Net Scheduled [PTO]". | Utilization and Availability | SELECT (IFNULL(Hours Scheduled,0) - IFNULL(Hours Scheduled: Non-Billable, [PTO] Projects,0)) / (SELECT Workday Hours: Net Scheduled [PTO] BY User WITH PF EXCEPT Project: Billable Default) |
| Utilization Scheduled: Billable | Calculates "Hours Scheduled: Billable ÷ Workday Hours: Net Scheduled [PTO]". | Utilization and Availability | SELECT (Hours Scheduled: Billable / Workday Hours: Net Scheduled [PTO]) by User |
| Utilization Scheduled: Billable, To Date | Calculates "Hours Scheduled: Billable ÷ Workday Hours: Net Scheduled [PTO]" up to today. | Utilization and Availability | SELECT ifnull(Hours Scheduled: Billable,0) / Workday Hours: Net Scheduled [PTO] by User where Date (Shared) < This |
| Utilization Scheduled: To Date | Calculates "Hours Scheduled (Net Scheduled PTO) ÷ Workday Hours: Net Scheduled [PTO]" up to today. | Utilization and Availability | SELECT (SELECT (IFNULL(Hours Scheduled,0) - IFNULL(ͺHours Scheduled: All Hours Projects PTO Only,0)) / (SELECT Workday Hours: Net Scheduled [PTO] BY User WITH PF EXCEPT Project: Billable Default)) WHERE Date (Shared) < THIS |
| Utilization Target %: Current | Displays the current utilization target percentage set for each user. | Utilization and Availability | SELECT SUM( ifnull(User: Current Utilization Target %,100) /100) by User, ALL OTHER |
| Utilization Target %: Dynamic | Displays the utilization target percentage set for each user. This metric can be used to display any changes to a utilization target. | Utilization and Availability | SELECT AVG(Select SUM(User Dynamic Utilization Target %/100) by Date (Shared), User) |
| Utilization Target Hours | Calculates "User Billability percentage × Workweek Calendar" for the selected period. User billability is either by effective date or user value. | Utilization and Availability | Select Sum(Select (Workday Hours * Utilization Target % [Dynamic Input]) by User) |
| Utilization Target: Weighted Average | Calculates the target percentage by effective date. The workweek calendar is weighted to provide a true average over a selected time period. | Utilization and Availability | Select Utilization Target Hours / Workday Hours |
| Utilization: Unlogged Hours % | Calculates the percentage of unlogged time with the equation "Workday Hours - All Hours logged". | Utilization and Availability | SELECT IF IFNULL(Hours Actual,0) > Workday Hours: Net Actual [PTO] THEN 0 ELSE (SELECT(Workday Hours: Net Actual [PTO] - IFNULL(Hours Actual: Productive Hours,0) - Hours Actual: Non-Billable, [Admin] & [Internal] Projects) / Workday Hours: Net Actual [PTO] WHERE Date (Shared) < THIS) END |
| Workday Hours | Calculates a user's workweek in hours. | Workday and Capacity | SELECT SUM(Workday Time In Minutes/60) by User where Date (Shared) < IFNULL(Date (User Deactivated), 0) OR Date (User Deactivated) = '' |
| Workday Hours + Time Off + Holidays | Calculates a user's workweek based on "Hours + Time Off and Holidays hours". | Workday and Capacity | SELECT IFNULL(Workday Hours,0) + IFNULL(Out of Office: Time Off + Holidays,0) WHERE ((SELECT IFNULL(Workday Hours,0) + IFNULL(Out of Office: Time Off + Holidays,0) )) != 0 |
| Workday Hours: Net Actual [PTO] | Calculates a user's workweek based on "Hours + [PTO] project actual hours". | Workday and Capacity | Select Workday Hours - ifnull(ͺHours Actual: Non-Billable/Non-Productive Projects PTO Only,0) |
| Workday Hours: Net Allocated [PTO] | Calculates a user's workweek based on "[PTO] project allocated hours". | Workday and Capacity | Select Workday Hours - ifnull(Hours Allocated: [PTO] Projects,0) |
| Workday Hours: Net Scheduled [PTO] | Calculates a user's workweek based on "Hours - [PTO] project scheduled hours". | Workday and Capacity | Select Workday Hours - ifnull(ͺHours Scheduled: Non-Billable/Non-Productive Projects PTO Only,0) |
Attributes
Note: Some attribute names include a subscript character ( ͺ ) to indicate that they are supplemental. Supplemental attributes may be used with beta features, are infrequently used, or are nonfunctional.
| Name | Description | Folder |
|---|---|---|
| Account Skill: Description | The description of a skill. | Skills |
| Account Skill: ID | The unique ID of a skill. | Skills |
| Account Skill: Max Level | Displays whether the skill uses levels or not. (5 = uses levels, 1 = doesn't use levels) | Skills |
| Account Skill: Name | The name of the skill. | Skills |
| Account Skill: Type | The type of skill (Certification, Language, Other, Skill). | Skills |
| Additional Item: Description | The description of the additional item added on an invoice. | Invoices |
| Additional Item: Name | The name of an additional item or unique ID added on an invoice. Use the Display Label dropdown menu to display the name or ID. | Invoices |
| Additional Item: Taxable | A flag that indicates if an additional item added on an invoice is taxable (true or false). | Invoices |
| Allocation: ID | The unique ID of an allocation assignment on a project. | Allocations |
| Allocation: Notes | The notes added to an allocation assignment. | Allocations |
| Allocation: Type | The type of allocation. (Soft, hard, or unstaffed demand. Unstaffed demand is allocations on unnamed resources.) | Allocations |
| Currency | The currency used on various data sets. (e.g. time entries, allocations, etc.) To display a project's currency, use "Project: Currency" instead. | Currency |
| Currency: Symbol | The symbol that represents the currency. ($, €, etc.) | Currency |
| Date (Allocation End Date) | The date an allocation assignment ends. | Dates |
| Date (Allocation Hard Allocated At) | The date a hard allocation assignment was created. | Dates |
| Date (Allocation Start Date) | The date an allocation assignment starts. | Dates |
| Date (Dynamic Input) | This date functions as a dummy date and can only be used as a reference in metrics. | Dates |
| Date (Expense) | The date an expense was incurred. | Dates |
| Date (Foreign Exchange Rate Effective) | The date a foreign exchange rate goes into effect (set in the foreign exchange table in Settings). | Dates |
| Date (Invoice Created) | The date an invoice was created. | Dates |
| Date (Invoice Due) | The due date of an invoice. | Dates |
| Date (Invoice Paid) | The date an invoice was marked as paid. | Dates |
| Date (Invoice Posted) | The date an invoice was issued. | Dates |
| Date (Project Accounting Contract Date) | The date of a contract in the project accounting record. | Dates |
| Date (Project Accounting Deleted) | The date a project accounting record was deleted. | Dates |
| Date (Project Accounting Period End) | The date a project accounting period ends. | Dates |
| Date (Project Accounting Period Start) | The date a project accounting period starts. | Dates |
| Date (Project Completed) | The date a project status was changed to complete. | Dates |
| Date (Project Created) | The date a project was created. | Dates |
| Date (Project Due) | The due date of a project. | Dates |
| Date (Project Health Status Created) | The date a health status was made. | Dates |
| Date (Project Start) | The start date of a project. | Dates |
| Date (Project Status Updated) | The date corresponding to a project status change. | Dates |
| Date (Resource First Staffed At) | The date an unnamed resource was first changed to a named resource. | Dates |
| Date (Resource Staffed At) | The date an unnamed resource was most recently changed to a named resource. | Dates |
| Date (Resource Schedule Date) | The date(s) corresponding to a resource's scheduled hours as assigned to a task in the Resourcing tab of a project. | Dates |
| Date (Shared Created) | The date an object was created. (Applies to several objects including time entries, expenses, resource requests, etc.) | Dates |
| Date (Shared) | This date attribute is used to connect common date types together. Use this attribute when displaying date attributes of different objects on the same report. (ex: Resource Schedule Date and Time Entry Date) | Dates |
| Date (Snapshot: Created) | The date the snapshot was created. | Dates |
| Date (Snapshot: Project Due) | The project due date at the time of the snapshot, as set in project settings. | Dates |
| Date (Snapshot: Project Start) | The project start date at the time of the snapshot, as set in project settings. | Dates |
| Date (Snapshot: Task Due) | The due date of a task at the time of the snapshot. | Dates |
| Date (Snapshot: Task Start) | The start date of a task at the time of the snapshot. | Dates |
| Date (Shared Approved) | The date a timesheet, expense, or resource request submission was approved. | Dates |
| Date (Shared Cancelled) | The date a timesheet, expense, or resource request submission was cancelled. | Dates |
| Date (Shared Rejected) | The date a timesheet, expense, or resource request submission was rejected. | Dates |
| Date (Submission Submitted) | The date a timesheet or expense submission was submitted. | Dates |
| Date (Survey Answered) | The date the survey was answered. | Dates |
| Date (Task Completed) | The date a task was completed. | Dates |
| Date (Task Created) | The date a task was created. | Dates |
| Date (Task Deleted) | The date a task was deleted. | Dates |
| Date (Task Due) | The due date of a task. | Dates |
| Date (Task Start) | The start date of a task. | Dates |
| Date (Task Status Change) | The date corresponding to a task status change. | Dates |
| Date (Task Updated) | The date a task was last updated. | Dates |
| Date (Time Entry) | The date a time entry was recorded to (not the date it was entered on). | Dates |
| Date (User Created) | The date a user was created in Kantata OX. | Dates |
| Date (User Deactivated) | The date a user was disabled. (If the user is active, this displays "empty value".) | Dates |
| Date (ͺAccount Skill Created) | The date an account skill was created. | Dates |
| Date (ͺAccount Skill Updated) | The date an account skill was last updated. | Dates |
| Date (ͺAudit Transaction) | The date an audit transaction occurred. Requires the Audit Logs feature. To enable, please contact your CSM. | Dates |
| Date (ͺEstimate Scenario Start) | The start date of a scenario in an estimate. | Dates |
| Date (ͺExpense External Reference Created) | The date an external reference was created on an expense. Used for integrations. | Dates |
| Date (ͺExpense External Reference Last Synced) | The date an external reference was last synced on an expense. Used for integrations. | Dates |
| Date (ͺExpense External Reference Updated) | The date an external reference was updated on an expense. Used for integrations. | Dates |
| Date (ͺExternal Reference Created) | The date an external reference was created. Used for integrations. | Dates |
| Date (ͺExternal Reference Last Synced) | The date an external reference was last synced. Used for integrations. | Dates |
| Date (ͺExternal Reference Updated) | The date an external reference was updated. Used for integrations. | Dates |
| Date (ͺInvoice External Reference Created) | The date an external reference was created on an invoice. Used for integrations. | Dates |
| Date (ͺInvoice External Reference Last Synced) | The date an external reference was last synced on an invoice. Used for integrations. | Dates |
| Date (ͺInvoice External Reference Updated) | The date an external reference was updated on an invoice. Used for integrations. | Dates |
| Date (ͺLegacy SRVY Close Date) | The date a SRVY was closed. Requires the Legacy SRVYS feature. | Dates |
| Date (ͺLegacy SRVY Created At) | The date a SRVY was created. Requires the Legacy SRVYS feature. | Dates |
| Date (ͺLegacy SRVY Due Date) | The due date of a SRVY. Requires the Legacy SRVYS feature. | Dates |
| Date (ͺLegacy SRVY Open Date) | The date a SRVY opens for submissions. Requires the Legacy SRVYS feature. | Dates |
| Date (ͺLegacy SRVY Template External Reference Created At) | The date an external reference was created on a SRVY template. Requires the Legacy SRVYS feature. | Dates |
| Date (ͺLegacy SRVY Template External Reference Last Synced At) | The date an external reference was last synced on a SRVY template. Requires the Legacy SRVYS feature. | Dates |
| Date (ͺLegacy SRVY Template External Reference Updated At) | The date an external reference was updated on a SRVY template. Requires the Legacy SRVYS feature. | Dates |
| Date (ͺLegacy SRVY Updated At) | The date a SRVY was last updated. Requires the Legacy SRVYS feature. | Dates |
| Date (ͺProject Status Created) | The date a project status change record was created. Displays the same date as Date: Project Status Updated. | Dates |
| Date (ͺResource Skill Created) | The date a resource's skill was created. | Dates |
| Date (ͺResource Skill Updated) | The date a resource's skill was updated. | Dates |
| Date (ͺStaffing Demand Created) | The date a staffing demand record was created. Not currently available. | Dates |
| Date (ͺStaffing Demand Skill Created) | The date a staffing demand skill record was created. Not currently available. | Dates |
| Date (ͺStaffing Demand Skill Updated) | The date a staffing demand skill record was updated. Not currently available. | Dates |
| Date (ͺTask Cost Budget Exchange Rate Effective) | The date the new exchange rate used on task cost budget conversions comes into effect. | Dates |
| Date (ͺTE External Reference Created At) | The date a time entry external reference was created. Used for integrations. | Dates |
| Date (ͺTE External Reference Last Synced At) | The date a time entry external reference was last synced. Used for integrations. | Dates |
| Date (ͺTE External Reference Updated At) | The date a time entry external reference was updated. Used for integrations. | Dates |
| Date (ͺTime Adjustment Created) | The date a time adjustment was created. Requires the Time Adjustment feature. To enable, please contact your CSM. | Dates |
| Date (ͺTime Adjustment Original) | The date a time adjustment was recorded to. Requires the Time Adjustment feature. To enable, please contact your CSM. | Dates |
| Date (ͺTime Adjustment Posted) | The date a time adjustment was posted. Requires the Time Adjustment feature. To enable, please contact your CSM. | Dates |
| Date (ͺTime Adjustment Updated) | The date a time adjustment was updated. Requires the Time Adjustment feature. To enable, please contact your CSM. | Dates |
| Date (ͺUser Skill Created) | The date a user was assigned a skill. | Dates |
| Date (ͺUser Skill Updated) | The date a user's skill was last updated. | Dates |
| Department: Project ID | Unique ID that joins a project with its primary department. | Organizations |
| Department: Project L1 | The primary level 1 department of a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Department: Project L2 | The primary level 2 department of a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Department: Project L3 | The primary level 3 department of a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Department: Project L4 | The primary level 4 department of a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Department: Project L5 | The primary level 5 department of a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Department: Project L6 | The primary level 6 department of a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Department: Project L7 | The primary level 7 department of a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Department: Project L8 | The primary level 8 department of a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Department: User ID | Unique ID that joins a user with their primary department. | Organizations |
| Department: User L1 | The primary level 1 department of a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Department: User L2 | The primary level 2 department of a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Department: User L3 | The primary level 3 department of a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Department: User L4 | The primary level 4 department of a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Department: User L5 | The primary level 5 department of a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Department: User L6 | The primary level 6 department of a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Department: User L7 | The primary level 7 department of a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Department: User L8 | The primary level 8 department of a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Dynamic Input: Boolean A | Allows users to dynamically switch between 2 different metrics and subsequently alter the report output. Various display labels are available for this attribute. | Dynamic Inputs |
| Dynamic Input: Boolean B | Allows users to dynamically switch between 2 different metrics and subsequently alter the report output. Various display labels are available for this attribute. | Dynamic Inputs |
| Dynamic Input: EAC Method | Allows users to dynamically switch between 4 different EAC metrics and subsequently alter the report output. Various display labels are available for this attribute. | Dynamic Inputs |
| Dynamic Input: Forecast Source | Allows users to dynamically switch between 3 different forecast sources: allocated fees, scheduled fees, and project budget. | Dynamic Inputs |
| Dynamic Input: Option | Allows users to dynamically switch between 4 metric options. Various display labels are available for this attribute. | Dynamic Inputs |
| Dynamic Input: Revenue Source | Allows users to dynamically switch between 2 different revenue source methods. Various display labels are available for this attribute. | Dynamic Inputs |
| Estimate Scenario: Favored | A flag that indicates if the scenario in an estimate is favored. | Estimates |
| Estimate Scenario: Name | The title or unique ID of a scenario in an estimate. Use the Display Label dropdown menu to display the title or ID. | Estimates |
| Estimate Scenario: Project | The project created from an estimate scenario (if a project was created from it). Use the Display Label dropdown menu to display the name or ID. | Estimates |
| Estimate Scenario: Rate Card | The rate card selected for an estimate scenario. | Estimates |
| Estimate Scenario: Title | The name of an estimate scenario. | Estimates |
| Estimate: Client Name | The name of the client associated with an estimate. | Estimates |
| Estimate: Creator | The name of the user who created the estimate scenario. | Estimates |
| Estimate: Currency | The estimate currency. (USD, EUR, etc.) | Estimates |
| Estimate: ID | The unique ID of an estimate. | Estimates |
| Estimate: Locked | A flag that indicates if an estimate scenario is locked (true or false). A locked scenario means a project has been created from the scenario. | Estimates |
| Estimate: Opportunity Confidence | The percentage of confidence for an estimate scenario. | Estimates |
| Estimate: Title | The title of an estimate. | Estimates |
| Expense Budget: Billable | A flag that indicates if a task is billable (true = billable, false = non-billable). | Expense Budgets |
| Expense Budget: Burns Budget | A flag that indicates if expenses are included in budget burn calculation. | Expense Budgets |
| Expense Budget: Creator | The name or ID of the user who created the expense budget. Use the Display Label dropdown menu to display the name or ID. | Expense Budgets |
| Expense Budget: Description | The expense budget description. | Expense Budgets |
| Expense Budget: Fixed Fee | A flag that indicates if a task is fixed fee. | Expense Budgets |
| Expense Budget: Markup Type | The type of calculation used for the markup amount (percentage or flat rate). | Expense Budgets |
| Expense Budget: Name | The expense budget name or task ID. | Expense Budgets |
| Expense: Approval Flag | A flag that indicates if an expense is approved (true or false). | Expenses |
| Expense: Billable | A flag that indicates if an expense is billable (true = billable, false = non-billable). | Expenses |
| Expense: Category | The selected category of an expense. | Expenses |
| Expense: Exchange Rate Source | The source of the exchange rate (added via the API). | Expenses |
| Expense: ID | The unique ID of an expense. | Expenses |
| Expense: Last Action By | The name of the user responsible for approving/rejecting expenses (empty if no approval/rejection). | Expenses |
| Expense: Note | The note included on an expense. | Expenses |
| Expense: Requires Approval | A flag that indicates if an expense requires approval (true or false). | Expenses |
| Expense: Source Currency | The currency an expense was incurred in before any conversion to the project's currency. | Expenses |
| Expense: Status | The approval status of an expense. | Expenses |
| Expense: Status Note | The note left by the approver regarding the expense report submission. | Expenses |
| Expense: Submission ID | The unique ID for the expense submission. | Expenses |
| Expense: Taxable | A flag that indicates if an expense is taxable (true or false). | Expenses |
| Expense: Team Member Reimburseable | A flag that indicates if an expense is reimbursable to the user or not (true or false). | Expenses |
| Expense: Vendor | The vendor set for the expense. (Can only be used if the expense is not reimbursable.) | Expenses |
| Fixed Fee Item: ID | The unique ID of the fixed fee item. | Invoices |
| Fixed Fee Item: Notes | The note added to a fixed fee item on an invoice. | Invoices |
| Fixed Fee Item: Taxable | A flag that indicates if a fixed fee item is taxable (true or false). | Invoices |
| FX: Account Default | The default currency set for the account. | Foreign Exchange |
| FX: Day ID | The unique daily ID for a foreign exchange conversion rate. | Foreign Exchange |
| FX: ID | The unique ID for a foreign exchange conversion rate. | Foreign Exchange |
| FX: Source Currency | The currency from the foreign exchange table to be converted from. | Foreign Exchange |
| FX: Table Name | The name of the uploaded foreign exchange conversion table. | Foreign Exchange |
| FX: Target Currency | The currency from the foreign exchange table to be converted to. | Foreign Exchange |
| Geography: Project ID | The unique ID of the primary geography for a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: Project L1 | The primary level 1 geography of a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: Project L2 | The primary level 2 geography of a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: Project L3 | The primary level 3 geography of a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: Project L4 | The primary level 4 geography of a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: Project L5 | The primary level 5 geography of a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: Project L6 | The primary level 6 geography of a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: Project L7 | The primary level 7 geography of a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: Project L8 | The primary level 8 geography of a project. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: User ID | The unique ID of the primary geography for a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: User L1 | The primary level 1 geography of a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: User L2 | The primary level 2 geography of a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: User L3 | The primary level 3 geography of a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: User L4 | The primary level 4 geography of a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: User L5 | The primary level 5 geography of a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: User L6 | The primary level 6 geography of a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: User L7 | The primary level 7 geography of a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Geography: User L8 | The primary level 8 geography of a user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| Group: Client Address | The address of the client set on the group. | Groups |
| Group: Client Contact Name | The contact name of the client set on the group. | Groups |
| Group: Client Email | The email of the client set on the group. | Groups |
| Group: Client Phone Number | The phone number of the client set on the group. | Groups |
| Group: Client Website | The website of the client set on the group. | Groups |
| Group: Company | A flag that indicates if a group represents a company (true or false). | Groups |
| Group: Name | The group name or ID. To roll up reporting data, use 'Project: Primary Group' instead. Use the Display Label dropdown menu to display the name or ID. | Groups |
| Invoice: Note | The note added to an invoice. | Invoices |
| Invoice: Number | The number or unique ID of an invoice. Use the Display Label dropdown menu to display the number or ID. | Invoices |
| Invoice: Payment Status | The payment status of the invoice (paid or unpaid). | Invoices |
| Invoice: Project Code | The project code entered on an invoice. | Invoices |
| Invoice: Purchase Order | The purchase order number entered on an invoice. | Invoices |
| Invoice: Recipient | The invoice name or recipient ID. Use the Display Label dropdown menu to display the name or ID. | Invoices |
| Invoice: Sender | The invoice sender's name or ID. Use the Display Label dropdown menu to display the name or ID . | Invoices |
| Invoice: Submission Status | The submission status of the invoice (draft or posted). Requires the Insights Draft Invoices feature. To enable, please contact your CSM. | Invoices |
| Invoice: Term | The payment terms for an invoice. The available options are upon receipt, 15, 30, 45, or 60 days. | Invoices |
| Invoice: Title | The title entered on an invoice. | Invoices |
| Project Accounting: Description | The description of a project accounting record. | Project Accounting |
| Project Accounting: ID | The unique ID of a project accounting record. | Project Accounting |
| Project Accounting: Labor Type | Specifies the labor type of a project accounting record. (Labour Revenue, Labour Cost, Non-Labor Revenue, or Non-Labor Cost.) | Project Accounting |
| Project Accounting: Notes | The note on a project accounting record. | Project Accounting |
| Project Accounting: Service Type | The type of service being provided to a client. | Project Accounting |
| Project Accounting: Status | The status of the project accounting record. (Draft, Pending Approval, Approved, or Cancelled.) | Project Accounting |
| Project Accounting: Type | The type of the project accounting record. (Revenue Recognition, Cost Recognition, Revenue Forecasting, or Invoice Schedule.) | Project Accounting |
| Project Active Day: ID | A unique ID for each day a project is active (based on the start and due date). | Projects |
| Project Health: Color | The color of the health status set for the project health report. | Projects |
| Project Health: Description | The description added on a project health report. | Projects |
| Project Health: Report ID | The unique ID of the project health report. | Projects |
| Project Health: Report Type ID | The unique ID of an individual health status type in a project health report. | Projects |
| Project Health: Type | The type of a project health status. (Overall, Schedule, Scope, Budget, or Client). | Projects |
| Project Participation: Account ID | The Kantata account number of the project owner. | Projects |
| Project Participation: ID | Unique ID for a member's participation. | Projects |
| Project Participation: Team | The project team name. (Displays 'consultant' or 'client'.) | Projects |
| Project Participation: Team Lead | A flag that indicates if a team member is the project team lead (true or false). | Projects |
| Project Status Change: From Color | Relates to a project status change: The status color of a project prior to a status change. | Projects |
| Project Status Change: From Message | Relates to a project status change: The status message of a project prior to a status change. | Projects |
| Project Status Change: ID | Unique ID of a project status change. | Projects |
| Project Status Change: To Color | Relates to a project status change: The status color of a project after a status change. | Projects |
| Project Status Change: To Message | Relates to a project status change: The status message of a project after a status change. | Projects |
| Project: Account ID | The unique ID of the Kantata account the project belongs to. | Projects |
| Project: Archived | A flag that indicates if a project is archived (true or false). | Projects |
| Project: Billable Default | A flag that indicates if a project is billable or non-billable. | Projects |
| Project: Billing Mode Default | The default task billing mode of a project (T&M or fixed fee), as set in project settings. | Projects |
| Project: Budget Used | The numerical amount of the project budget already burned. | Projects |
| Project: Budgeted | A flag that indicates if a project is budgeted (true or false). | Projects |
| Project: Client Lead | The name or ID of the primary client on a project. Use the Display Label dropdown menu to display the name or ID. | Projects |
| Project: Client Name | The client name entered in project setup. | Projects |
| Project: Color Name | The project color set in project settings. | Projects |
| Project: Currency | The project currency. (USD, EUR, etc.) | Projects |
| Project: Current Status Color | The current color of the project status. | Projects |
| Project: Current Status Message | The current status of a project. | Projects |
| Project: Description | The project description. | Projects |
| Project: Estimate Scenario Used | The unique ID of the estimate scenario that was used to create the project. | Projects |
| Project: ID | The unique ID of a project. | Projects |
| Project: Include Additional Invoice Items in Budget | A flag that indicates if additional invoice items are included in budget burn calculation (set in project settings). | Projects |
| Project: Include Expenses in Budget | A flag that indicates if expenses are included in budget burn calculation (set in project settings). | Projects |
| Project: Name | The name of a project or its unique ID. Use the Display Label dropdown menu to display the name or ID. | Projects |
| Project: Over Budget | A flag that indicates if a project is over budget or not (true or false). | Projects |
| Project: Primary Group | The primary group set to a project. Unlike the 'Group' attribute, this attribute allows you to roll up data by group. | Projects |
| Project: Provider Lead | The name or ID of the lead consultant on a project. (e.g. Project Lead / Project Manager) | Projects |
| Project: Rate Card ID | The unique ID for a rate card. | Projects |
| Project: Rate Card Name | The name of the rate card. | Projects |
| Project: Requires Expense Approvals | A flag that indicates if a project requires expense approvals (true or false). | Projects |
| Project: Requires Time Approvals | A flag that indicates if a project requires time approvals (true or false). | Projects |
| Project: Revenue Recognition Method | The revenue recognition method for a project, set in project settings. | Projects |
| Project: Stage | The current stage of a project (Project or Estimate), as set in project settings. | Projects |
| Project: Title Aggregate | Attribute showing the text value of the project. Project names can be grouped together to aggregate. | Projects |
| Resource Allocation Day: ID | The unique ID per day of an allocation created within Resource Center | Allocations |
| Resource Allocation Day: Type | The type of allocation. (Soft, hard, or unstaffed demand. Unstaffed demand is allocations on unnamed resources.) | Allocations |
| Resource Schedule Day: ID | The unique ID per day of a schedule created within a project's Resourcing tab. | Schedules |
| Resource Skill: Creator Name | The name of the person who created a skill. | Skills |
| Resource Skill: ID | The unique ID of a skill against a resource. | Skills |
| Resource Skill: Level | The skill level of a skill against a resource. Possible values are between 1 and 5. | Skills |
| Resource Skill: Max Level | Displays whether the skill uses levels or not. (5 = uses levels, 1 = doesn't use levels) | Skills |
| Resource Skill: Name | The name of the skill being used by a resource. | Skills |
| Resource Skill: Type | The type of skill (Certification, Language, Other, Skill). | Skills |
| Resource: Default Role Title | For a resource that is tied to a user, this is the user's account default role. For a resource that is not tied to a user, this is the role of the resource. | Resource |
| Resource: Geography | The geography of a resource. This field relates to the organizations feature. | Resource |
| Resource: Name Aggregate | For a named resource, this is the person's name. For an unnamed resource, this is the resource title. Resources that share the same name or title may be grouped together to aggregate resource information across multiple projects. | Resource |
| Resource: Project Title | For an estimate scenario resource that was turned into a project, this is the resulting project. This allows you to compare your resource allocations on the estimate against the results of the project. | Resource |
| Resource: Title | The title or unique ID of a resource. Resources with the same title are not grouped together. Use the Display Label dropdown menu to display the title or ID. | Resource |
| Resource: Title Aggregate | The title of a resource. Can be used to group together multiple resources across projects of the same title. | Resource |
| Resource: Type | The type of resource (Named or Unnamed) when adding a resource to a project via Resource Center. | Resource |
| Resource Request: Approver Name | The name of the user who approved a resource request. | Resource |
| Resource Request: ID | The unique ID for a resource request. | Resource |
| Resource Request: Status | The status of a resource request. | Resource |
| Role: Name | The name or ID of the role associated with a time entry. Use the Display Label dropdown menu to display the name or ID. | Resource |
| Snapshot: Assignment ID | The ID of a assignment saved in a project snapshot. | Snapshots |
| Snapshot: Baseline | A flag that indicates if a snapshot is the baseline for the project or not (true or false). | Snapshots |
| Snapshot: Creator | The name or ID of the user who took a snapshot. | Snapshots |
| Snapshot: Description | The description of a snapshot. | Snapshots |
| Snapshot: Name | The name or ID of the snapshot. Use the Display Label dropdown menu to display the name or ID. | Snapshots |
| Snapshot: Project Status Color | The project's status color at the time of the snapshot, as set in the project status menu. | Snapshots |
| Snapshot: Project Status Message | The status of the project at the time of the snapshot. | Snapshots |
| Snapshot: Resource Allocation in Minutes | The allocation in minutes for a resource on a project at the time of the snapshot, set in Resource Center or the Resourcing tab in a project. | Snapshots |
| Snapshot: Resource Name | The current name/title or ID of a project resource. For a named resource, this is the person's name. For an unnamed resource, this is the resource title. Resources with the same title are not grouped together. Use the Display Label dropdown menu to display the name or ID. | Snapshots |
| Snapshot: Resource Title Aggregate | For a named resource, this is the person's name at the time of the snapshot. For an unnamed resource, this is the resource title at the time of the snapshot. Resources that share the same name or title may be grouped together to aggregate resource information across multiple projects. | Snapshots |
| Snapshot: Task Archived | A flag that indicates if a task is archived (true or false) at the time of the snapshot. | Snapshots |
| Snapshot: Task Billable | A flag that indicates if a task was billable at the time of the snapshot (true = billable, false = non-billable). | Snapshots |
| Snapshot: Task Description | The description of a task at the time of the snapshot. | Snapshots |
| Snapshot: Task Name | The name or ID of a task saved in a project snapshot. Use the Display Label dropdown menu to display the name or ID. | Snapshots |
| Snapshot: Task Percentage Complete | The percentage complete entered on a task at the time of the snapshot. | Snapshots |
| Snapshot: Task Priority | The priority of a task (Normal, Low, High, Critical) at the time of the snapshot. | Snapshots |
| Snapshot: Task Status | The status of a task at the time of the snapshot (Started, Not Started, Complete, etc.). | Snapshots |
| Snapshot: Task Title Aggregate | The name of a task at the time of the snapshot. When used in a report, tasks with identical names can be grouped together across project(s). | Snapshots |
| Snapshot: Task Type | The type of a task (Task, Milestone, Deliverable, etc.) at the time of the snapshot. | Snapshots |
| Snapshot: Task WBS Number | The work breakdown structure number (or row number) of a task at the time of the snapshot, automatically assigned based on the task's position in Task Tracker. | Snapshots |
| Snapshot: Title Aggregate | The name of a snapshot. When used in a report, snapshots with identical names can be grouped together across project(s). | Snapshots |
| Survey Question: Category | The category of the survey question (happiness, confidence, or collaboration). | Surveys |
| Survey Question: Custom | Whether the question is 'custom' or 'default'. | Surveys |
| Survey Question: ID | The unique ID of the survey question. | Surveys |
| Survey Question: Question Text | The text of the survey question. | Surveys |
| Survey Response: ID | The unique ID of a response to a single question in a survey. | Surveys |
| Survey Response: Recipient | The survey recipient. | Surveys |
| Survey Response: Status | Indicates whether the survey recipient has responded to the question ('sent' or 'answered'). | Surveys |
| Survey Response: Survey Type | The type of survey the question is on (project start, project end, recurring date, milestone completed, or deliverable completed). | Surveys |
| Survey Response: Team | Which side of the project the recipient is on ('client' or 'consultant'). | Surveys |
| Task Active Day: ID | The unique ID for each active day of a task (based on the task start and due date). | Tasks |
| Task Assignment: Current | A flag that indicates if a task assignment is active (true or false). | Tasks |
| Task Assignment: ID | The unique ID for assignments in Kantata OX, which connect users with tasks. | Tasks |
| Task Assignment: Resource Name | The user(s) assigned to a task. For a named resource, this is the person's name. For an unnamed resource, this is the resource title. | Tasks |
| Task Status Change: ID | The unique ID of a task status change. | Tasks |
| Task Status Change: Status | Historical task status at time task status was changed (date/time stamped). | Tasks |
| Task Tag: ID | The unique ID of a task tag. | Tasks |
| Task Tag: Name | The name of a tag used on a task. | Tasks |
| Task: Archived | A flag that indicates if a task is archived (true or false). | Tasks |
| Task: Billable | A flag that indicates if a task is billable (true = billable, false = non-billable). | Tasks |
| Task: Creator | The user that created the task. | Tasks |
| Task: Description | The description of a task. | Tasks |
| Task: Fixed Fee | A flag that indicates if a task is fixed fee (true = fixed fee, false = time and materials). | Tasks |
| Task: ID | The unique ID of a task. | Tasks |
| Task: Late Start | A flag that indicates if the task start date has passed and the task is not yet started (true or false). | Tasks |
| Task: Name | The task name or task ID. Use the Display Label dropdown menu to display the name or ID. | Tasks |
| Task: Overdue | A flag that indicates if a task due date is past the current date and the task status is not complete (true or false). | Tasks |
| Task: Parent | Parent task name; displays the title of the task that is one level higher than a task. If a task is at the top level, then this is the same as the task itself. Use the Display Label dropdown menu to display the name or ID. | Tasks |
| Task: Priority | Priority of a task. (Normal, Low, High, Critical) | Tasks |
| Task: Status | The current status of a task. | Tasks |
| Task: Status Type | The status type of a task’s current status (Started, Not Started, Needs Info, or Completed).
Note: Previously named "Task: Current Status", this refers to the default status type. If the early access feature Task Status Sets has been enabled on your account, you may need to add the
Task: Status attribute to your reports to display the name of the current selected status for a task. |
Tasks |
| Task: Task or To Do | Indicates whether a task is a project task or a To Do. | Tasks |
| Task: Title Aggregate | The title of a task. When used in a report, tasks with identical names can be grouped together across project(s). | Tasks |
| Task: Top Level | The highest level task. (Cannot have parent tasks above.) Use the Display Label dropdown menu to display the name or ID. | Tasks |
| Task: Top Level Title Aggregate | The title of a task at the highest level (i.e. a task that does not have parent tasks above it). When used in a report, tasks with identical names can be grouped together across project(s). | Tasks |
| Task: Type | The task type. (Task, Milestone, Deliverable, etc.) | Tasks |
| Time Entry Location: Archived | A flag that indicates if a time entry location is archived (true or false). | Time Entry |
| Time Entry Location: Name | The name or unique ID of the location associated with a time entry. | Time Entry |
| Time Entry Location: Name Aggregate | The name of the location associated with a time entry. Can be used to group locations with the same name. | Time Entry |
| Time Entry: Approved | A flag that indicates if a time entry is approved (true or false). | Time Entry |
| Time Entry: Billable | A flag that indicates if a time entry is billable (true = billable, false = non-billable). | Time Entry |
| Time Entry: ID | The unique ID of a time entry. | Time Entry |
| Time Entry: Last Action By | The last user to approve/reject a time entry. This is empty if there has been no approval/rejection yet. | Time Entry |
| Time Entry: Notes | The note associated with a time entry. | Time Entry |
| Time Entry: Requires Approval | A flag that indicates if a time entry requires approval (true or false). | Time Entry |
| Time Entry: Status | The status of a time entry. | Time Entry |
| Time Entry: Status Note | Note on the status of the time entry. | Time Entry |
| Time Entry: Submission ID | The unique ID for the submission for time entries. | Time Entry |
| Time Entry: Taxable | A flag that indicates if a time entry is taxable (true or false). | Time Entry |
| Time Entry: Type | The time entry type. (Time Adjustment or Time Entry) | Time Entry |
| User Management: ID | The unique user IDs of both the user and their direct manager. | User Management |
| User Management: L1 Name | The unique ID or name of the user at the top level of the management hierarchy. Use the Display Label dropdown menu to display the name or ID. | User Management |
| User Management: L2 Name | The unique ID or name of the user at the second level of the management hierarchy. Use the Display Label dropdown menu to display the name or ID. | User Management |
| User Management: L3 Name | The unique ID or name of the user at the third level of the management hierarchy. Use the Display Label dropdown menu to display the name or ID. | User Management |
| User Management: L4 Name | The unique ID or name of the user at the fourth level of the management hierarchy. Use the Display Label dropdown menu to display the name or ID. | User Management |
| User Management: L5 Name | The unique ID or name of the user at the fifth level of the management hierarchy. Use the Display Label dropdown menu to display the name or ID. | User Management |
| User Management: L6 Name | The unique ID or name of the user at the sixth level of the management hierarchy. Use the Display Label dropdown menu to display the name or ID. | User Management |
| User Management: L7 Name | The unique ID or name of the user at the seventh level of the management hierarchy. Use the Display Label dropdown menu to display the name or ID. | User Management |
| User Management: L8 Name | The unique ID or name of the user at the eighth level of the management hierarchy. Use the Display Label dropdown menu to display the name or ID. | User Management |
| User Management: L9 Name | The unique ID or name of the user at the ninth level of the management hierarchy. Use the Display Label dropdown menu to display the name or ID. | User Management |
| User Management: L10 Name | The unique ID or name of the user at the tenth level of the management hierarchy. Use the Display Label dropdown menu to display the name or ID. | User Management |
| User Management: Level | The user's management level (L1-L10). | User Management |
| User Skill: Creator | Name of the person who assigned the skill to somebody else. | Skills |
| User Skill: ID | The unique ID of a skill against a user. | Skills |
| User Skill: Level | Level (1-5) of the user skill. | Skills |
| User Skill: Max Level | Displays whether the skill uses levels or not. (5 = uses levels, 1 = doesn't use levels) | Skills |
| User Skill: Name | The name of the skill being used by a user. | Skills |
| User Skill: Type | The type of skill (Certification, Language, Other, Skill). | Skills |
| User: Account ID | The unique ID of the Kantata account the user belongs to. | Users |
| User: Classification | Designates whether the user belongs to the primary account or another external account. | Users |
| User: Default Role | The role of the user. This field will always be the user's role even if they have changed it for a time entry or project. Use the Display Label dropdown menu to display the name or ID. | Users |
| User: Email | The user's email address. Can be used | Users |
| User: Full Name Aggregate | Full name of the user. Allows you to group users with the same name. | Users |
| User: ID | The Kantata assigned internal ID of a user. | Users |
| User: Job Title | Job title of a user. | Users |
| User: Manager ID | The ID of the user's manager. The manager may also be responsible for approving time. | Users |
| User: Manager Name | The name of the user's manager. The manager may also be responsible for approving time. | Users |
| User: Name | Can display a user's name, ID, or photo path. Use the Display Label dropdown menu to select the property to display. | Users |
| User: Permission | The user's permission level. (Administrator, Report Viewer, Project Lead, Project Creator, Collaborator, or Punch Clock) | Users |
| User: Status | The account status of the user, either 'Active' or 'Inactive' (controlled in Settings > Members). | Users |
| ͺAudit: Action Type | The action associated with an audited event (create, delete or update). Requires the Audit Logs feature. To enable, please contact your CSM. | ͺAudit |
| ͺAudit: Field | The field associated with an audited event (e.g. billable, bill_rate, cost_rate). Requires the Audit Logs feature. To enable, please contact your CSM. | ͺAudit |
| ͺAudit: ID | The unique ID of a field change in an audit transaction. Requires the Audit Logs feature. To enable, please contact your CSM. | ͺAudit |
| ͺAudit: Previous Value | The value of a field prior to being changed by an audited event. Requires the Audit Logs feature. To enable, please contact your CSM. | ͺAudit |
| ͺAudit: Record ID | The unique ID of the object which was affected by an audited action. Requires the Audit Logs feature. To enable, please contact your CSM. | ͺAudit |
| ͺAudit: Record Name | The name of the object associated with an audited event. Requires the Audit Logs feature. To enable, please contact your CSM. | ͺAudit |
| ͺAudit: Record Project Name | The associated project name, if an audited event was a change made against a project. Requires the Audit Logs feature. To enable, please contact your CSM. | ͺAudit |
| ͺAudit: Record Type | The type of the object which was affected by an audited action (e.g. Time Entry, Task Assignment). Requires the Audit Logs feature. To enable, please contact your CSM. | ͺAudit |
| ͺAudit: Transaction Datetime | The date and time of an audited event. Requires the Audit Logs feature. To enable, please contact your CSM. | ͺAudit |
| ͺAudit: Transaction Hour | The hour time stamp of an audited event. Requires the Audit Logs feature. To enable, please contact your CSM. | ͺAudit |
| ͺAudit: Transaction ID | The unique ID of an audit transaction. Requires the Audit Logs feature. To enable, please contact your CSM. | ͺAudit |
| ͺAudit: User ID | The unique ID of the user who completed the audited action. Requires the Audit Logs feature. To enable, please contact your CSM. | ͺAudit |
| ͺAudit: User Name | The name of the user who completed the audited action. Requires the Audit Logs feature. To enable, please contact your CSM. | ͺAudit |
| ͺAudit: Value | The value of a field after being changed by an audited action. Requires the Audit Logs feature. To enable, please contact your CSM. | ͺAudit |
| ͺCandidate Custom Fields: ID | Used to join a candidate object and its attribute custom fields. Not currently available. |
ͺCandidate Custom Fields
|
| ͺCandidate Demand Day: ID | Record of a candidate's allocated demand per day. Not currently available. | ͺCandidate |
| ͺCandidate Demand Day: Status | The status of a candidate's allocated demand. Not currently available. | ͺCandidate |
| ͺCandidate: ID | The unique ID of a candidate. Not currently available. | ͺCandidate |
| ͺCandidate: Status | The status of a candidate. Not currently available. | ͺCandidate |
| ͺDefault Workday: Day ID | Used to join the default workday to Date (Shared). | Users |
| ͺEstimate Scenario Custom Fields: ID | Used to join an estimate scenario and its attribute custom fields. |
Estimate Custom Fields
|
| ͺExpense External: ID | The external ID of an expense external reference. Used for integrations. | ͺExternal Reference |
| ͺExpense External: Integration Service | The name of the integration service associated with an expense external reference. | ͺExternal Reference |
| ͺExpense External: Integration Status | The status of the integration service used on an expense external reference. | ͺExternal Reference |
| ͺExpense External: Link | Link used on facilitating integration of an expense external reference. | ͺExternal Reference |
| ͺExpense External: Message | The message added to an expense external reference. Used for integrations. | ͺExternal Reference |
| ͺExpense External: Object | The object used for an expense external reference. Used for integrations. | ͺExternal Reference |
| ͺExpense External: Reference ID | The unique ID of an expense external reference record. Used for integrations. | ͺExternal Reference |
| ͺExternal: ID | The external ID of an external reference. Used for integrations. | ͺExternal Reference |
| ͺExternal: Integration Service | The name of the integration service used on an external reference. | ͺExternal Reference |
| ͺExternal: Integration Status | The status of the integration service used on an external reference. | ͺExternal Reference |
| ͺExternal: Link | Link used on facilitating integration of an external reference. | ͺExternal Reference |
| ͺExternal: Object | The message associated with an external reference. Used for integrations. | ͺExternal Reference |
| ͺExternal: Reference ID | The unique ID of an external reference record. Used for integrations. | ͺExternal Reference |
| ͺGroup Custom Field | Used to join a group and its attribute custom fields. | Group Custom Fields |
| ͺInvoice External: ID | The external ID of an invoice external reference. Used for integrations. | ͺExternal Reference |
| ͺInvoice External: Integration Service | The name of the integration service used on an invoice external reference. | ͺExternal Reference |
| ͺInvoice External: Integration Status | The status of the integration service used on an invoice external reference. | ͺExternal Reference |
| ͺInvoice External: Link | Link used on facilitating integration of an invoice external reference. | ͺExternal Reference |
| ͺInvoice External: Message | The message added to an invoice external reference. Used for integrations. | ͺExternal Reference |
| ͺInvoice External: Object | Object used for invoice external reference. Used for integrations. | ͺExternal Reference |
| ͺInvoice External: Reference ID | The unique ID of an invoice external reference. Used for integrations. | ͺExternal Reference |
| ͺLegacy SRVY Project: Answer ID | The unique ID of a SRVY answer, where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Answer Text | The text of a SRVY answer, where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Answered | A flag which indicates if a SRVY question was answered (true or false), where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Choice Selected | A flag which indicates if a choice was selected on a SRVY (true or false), where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Choice Text | The text of a SRVY choice, where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: ID | The unique ID used on SRVYs, where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Owner ID | The unique ID of the SRVY owner, where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Owner Name | The name of the SRVY owner, where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Project ID | The unique ID of the project, where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Project Name | The name of the project, where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Question ID | The unique ID of a question on a SRVY, where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Question Text | The question text on a SRVY, where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Respondent ID | The unique ID of a respondent to a SRVY, where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Respondent Name | The name of a respondent to a SRVY, where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Response ID | The unique ID of a response to a SRVY, where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Status | The status of a SRVY, where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Subject Name | The subject name of a SRVY, where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Template ID | The unique ID of the template used for a SRVY, where the SRVY subject is a project. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Answer ID | The unique ID of a SRVY answer, where the SRVY subject is a task. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Answer Text | The text of a SRVY answer, where the SRVY subject is a task. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Answered | A flag which indicates if a SRVY question was answered (true or false), where the SRVY subject is a task. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Choice Selected | A flag which indicates if a choice was selected on a SRVY (true or false), where the SRVY subject is a task. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Choice Text | The text of a SRVY choice, where the SRVY subject is a task. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: ID | The unique ID used on SRVYs, where the SRVY subject is a task. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Owner ID | The unique ID of the SRVY owner, where the SRVY subject is a task. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Owner Name | The name of the SRVY owner, where the SRVY subject is a task. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Question ID | The unique ID of a question on a SRVY, where the SRVY subject is a task. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Question Text | The question text on a SRVY, where the SRVY subject is a task. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Respondent ID | The unique ID of a respondent to a SRVY, where the SRVY subject is a task. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Respondent Name | The name of a respondent to a SRVY, where the SRVY subject is a task. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Response ID | The unique ID of a response to a SRVY, where the SRVY subject is a task. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Status | The status of a SRVY, where the SRVY subject is a task. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Subject Name | The subject name of a SRVY, where the SRVY subject is a task. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Template ID | The unique ID of the template used for a SRVY, where the SRVY subject is a task. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Template: External ID | The unique ID of a SRVY template external reference. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Template: External Link | Link used on facilitating integration of a SRVY template external reference. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Template: External Message | The message added to a SRVY template external reference. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Template: External Object | The object used for a SRVY template external reference. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Template: External Reference ID | The unique ID of the reference used on a SRVY template external reference. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Template: External Status | The status of a SRVY template in the external system. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Template: Integration Service | The name of the integration service used on a SRVY template external reference. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Template: Integration Status | The status of the integration service used on a SRVY template external reference. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Template: Locked | A flag which indicates if a SRVY template has been locked (true or false). Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Answer ID | The unique ID of a SRVY answer, where the SRVY subject is a user. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Answer Text | The text of a SRVY answer, where the SRVY subject is a user. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Answered | A flag which indicates if a SRVY question was answered (true or false), where the SRVY subject is a user. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Choice Selected | A flag which indicates if a choice was selected on a SRVY (true or false), where the SRVY subject is a user. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Choice Text | The text of a SRVY choice, where the SRVY subject is a user. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: ID | The unique ID used on SRVYs, where the SRVY subject is a user. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Owner ID | The unique ID of the SRVY owner, where the SRVY subject is a user. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Owner Name | The name of the SRVY owner, where the SRVY subject is a user. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Question ID | The unique ID of a question on a SRVY, where the SRVY subject is a user. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Question Text | The question text on a SRVY, where the SRVY subject is a user. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Respondent ID | The unique ID of the respondent to a SRVY, where the SRVY subject is a user. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Respondent Name | The name of a respondent to a SRVY, where the SRVY subject is a user. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Response ID | The unique ID of a response to a SRVY, where the SRVY subject is a user. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Status | The status of a SRVY, where the SRVY subject is a user. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Subject Name | The subject name of a SRVY, where the SRVY subject is a user. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Template ID | The unique ID of the template used for a SRVY, where the SRVY subject is a user. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺOrganization Pair ID | The unique ID of the relationship between departments and geographies. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| ͺOrganization Pair to Project ID | The unique ID of the relationship between projects and their associated organizations. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| ͺOrganization Pair to User ID | The unique ID of the relationship between users and their associated organizations. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| ͺOrganization: Department | The department(s) associated with a project or user. Use the Display Label dropdown menu to display the name or ID. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| ͺOrganization: Department Parent Name | The parent department(s) associated with a project or user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| ͺOrganization: Geography | The geography(ies) associated with a project or user. Use the Display Label dropdown menu to display the name or ID. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| ͺOrganization: Geography Parent Name | The parent geography(ies) associated with a project or user. Requires the Organizations feature. To enable, please contact your CSM. | Organizations |
| ͺPlanned Workday: Org User ID | Used to join orgs and planned workday hours. Not currently available. | Organizations |
| ͺProject Custom Field ID | Used to join a project and its fact custom fields. | Project Custom Fields |
| ͺProject to Group ID | Used to join a project and one or more groups. | Groups |
| ͺRecords of Assignment Fact | Used to join fact data to user task assignments. | Tasks |
| ͺRecords of Candidate Custom Fields Fact | Used to join fact data to candidate custom fields. Not currently available. |
ͺCandidate Custom Fields
|
| ͺRecords of Estimate Scenario Custom Fields Fact | Used to join fact data to estimate scenario custom fields. |
Estimate Custom Fields
|
| ͺRecords of Group Custom Fields Fact | Used to join fact data to group custom fields. | Group Custom Fields |
| ͺRecords of Invoice Project | Used to join fact data to invoices. | Invoices |
| ͺRecords of Legacy Snapshot | Used to join fact data to project snapshots. Not currently available. | ͺLegacy Snapshot |
| ͺRecords of Project Custom Fields Fact | Used to join fact data to project custom fields. | Project Custom Fields |
| ͺRecords of Project Fact | Used to join fact data to projects. | Projects |
| ͺRecords of Resource Custom Fields Fact | Used to join fact data to resource custom fields. |
Resource Custom Fields
|
| ͺRecords of Staffing Demand Custom Fields Fact | Used to join fact data to staffing demand custom fields. Not currently available. |
ͺStaffing Demand Custom Fields
|
| ͺRecords of Task Custom Fields Fact | Used to join fact data to task custom fields. | Task Custom Fields |
| ͺRecords of Task Fact | Used to join fact data to tasks. (e.g. Task Estimated Hours) | Tasks |
| ͺRecords of User Custom Fields Fact | Used to join fact data to user custom fields. | User Custom Fields |
| ͺRecords of User Fact | Used to join fact data to users. (e.g. user cost rate, user target utilization) | Users |
| ͺRecords of User Planned Skill Workday | Used to join fact data to user planned skill workday. Not currently available. | Users |
| ͺRecords of User Planned Workday | Used to join fact data to user planned workday. Not currently available. | Users |
| ͺRecords of User Skill Workday | Used to join fact data to user skill workday. Not currently available. | Users |
| ͺRecords of User Workday | Used to join fact data to user workday. | Users |
| ͺResource Allocation Day: Note | The notes added to an allocation via Resource Center. Requires the allocation notes feature. To enable, please contact your CSM. | Allocations |
| ͺResource Custom Fields: ID | Used to join resources and their attribute custom fields. | Resource |
| ͺScheduled Org: User ID | Used to join orgs and scheduled hours. Not currently available. | Organizations |
| ͺStaffing Demand | The unique ID of a staffing demand. Not currently available. | ͺStaffing Demand |
| ͺStaffing Demand Custom Fields: ID | Used to join staffing demand and their attribute custom fields. Not currently available. |
ͺStaffing Demand Custom Fields
|
| ͺStaffing Demand Day: Status | The status of a staffing demand record. Not currently available. | ͺStaffing Demand |
| ͺStaffing Demand Skill: Creator Name | The name of the user who created a staffing demand skill. Not currently available. | ͺStaffing Demand |
| ͺStaffing Demand Skill: ID | The unique ID of a staffing demand skill record. Not currently available. | ͺStaffing Demand |
| ͺStaffing Demand Skill: Level | The level a staffing demand record has assigned to a skill (1-5). Not currently available. | ͺStaffing Demand |
| ͺStaffing Demand Skill: Max Level | Displays whether the skill uses levels or not. (5 = uses levels, 1 = doesn't use levels). Not currently available. | ͺStaffing Demand |
| ͺStaffing Demand Skill: Name | The name of a skill on a staffing demand record. Not currently available. | ͺStaffing Demand |
| ͺStaffing Demand Skill: Type | The type of a skill on a staffing demand record (Certification, Language, Other, Skill). Not currently available. | ͺStaffing Demand |
| ͺStaffing Demand: Day ID | The unique ID of a staffing demand day. Not currently available. | ͺStaffing Demand |
| ͺStaffing Demand: Status | The status of a staffing demand record. Not currently available. | ͺStaffing Demand |
| ͺStaffing Demand: Title | The title of a staffing demand record. Not currently available. | ͺStaffing Demand |
| ͺSystem: Invoice Access ID | Not currently available. | ͺSystem |
| ͺSystem: Login | Not currently available. | ͺSystem |
| ͺSystem: Project Access ID | Not currently available. | ͺSystem |
| ͺSystem: Task Access ID | Not currently available. | ͺSystem |
| ͺTask Custom Fields: ID | Used to join a task and its attribute custom fields. | Task Custom Fields |
| ͺTask Org: ID | Used to join orgs and tasks. Not currently available. | Organizations |
| ͺTask: Cost Budget Exchange Rate Source | The source of the exchange rate (added via the API). | Tasks |
| ͺTask: Cost Budget Source Currency | The currency of a task cost budget before conversion to the project's currency. | Tasks |
| ͺTask: Level | The level (1-5) a task is positioned within the task tracker. A level 1 task is the top level within a structure. Requires the Task Order feature. To enable, please contact your CSM. | Tasks |
| ͺTask: Order Position | The number order a task is presented within a project workspace including all nested children tasks. Requires the Task Order feature. To enable, please contact your CSM. | Tasks |
| ͺTask: Order Position Task ID | The unique ID of a task. Used to join with the task order data set. Requires the Task Order feature. To enable, please contact your CSM. | Tasks |
| ͺTime Adjustment: Billable | A flag that indicates if a time adjustment is billable (true = billable, false = non-billable). Requires the Time Adjustment feature. To enable, please contact your CSM. | ͺTime Adjustments |
| ͺTime Adjustment: Creator Name | The user who created a time adjustment. Requires the Time Adjustment feature. To enable, please contact your CSM. | ͺTime Adjustments |
| ͺTime Adjustment: ID | The unique ID of a time adjustment. Requires the Time Adjustment feature. To enable, please contact your CSM. | ͺTime Adjustments |
| ͺTime Adjustment: Notes | The notes associated with a time adjustment. Requires the Time Adjustment feature. To enable, please contact your CSM. | ͺTime Adjustments |
| ͺTime Entry External: ID | The external ID of a time entry external reference. Used for integrations. | ͺExternal Reference |
| ͺTime Entry External: Integration Service | The name of the integration service used on a time entry external reference. | ͺExternal Reference |
| ͺTime Entry External: Integration Status | The status of the integration service used on a time entry external reference. | ͺExternal Reference |
| ͺTime Entry External: Link | Link used on facilitating integration of a time entry external reference. | ͺExternal Reference |
| ͺTime Entry External: Message | The message added to a time entry external reference. Used for integrations. | ͺExternal Reference |
| ͺTime Entry External: Object | The object used for a time entry external reference. Used for integrations. | ͺExternal Reference |
| ͺTime Entry External: Reference ID | The unique ID of a time entry external reference record. Used for integrations. | ͺExternal Reference |
| ͺTime Entry Org: User ID | Used to join orgs and time entries. Not currently available. | Organizations |
| ͺTime Entry: Has External References | A flag that indicates if a time entry has a linked external reference (true or false). | ͺExternal Reference |
| ͺUser Custom Fields: ID | Used to join a user and its attribute custom fields. | User Custom Fields |
| ͺUser Skill: Schedule ID | Used to join user skills and tasks. Not currently available. | Skills |
| ͺWorkday Org: User ID | Used to join orgs and user workday. Not currently available. | Organizations |
Facts
Note: Some fact names are prefixed with a subscript character ( ͺ ) to indicate that they are supplemental. Supplemental fact may be used with beta features, are infrequently used, or are nonfunctional.
| Name | Description | Folder |
|---|---|---|
| Additional Item: Amount In Cents | The additional item amount in cents from an invoice. | Invoices |
| Allocation: Time In Minutes | The total number of minutes for an allocation assignment. | Allocations |
| Currency: Base Unit | Used to divide other financial facts stored in subunits into units. (e.g. Fees in Cents to Fees in Dollars) | Currency |
| Default Workday Time In Minutes | The default workday in minutes (based on the Account Default Workweek). | Users |
| Estimate: Budget In Cents | The budget of an estimate in cents. | Estimates |
| Estimate: Opportunity Confidence | The estimated % chance of closing an estimate. | Estimates |
| Expense Budget: Cost per Unit in Subunits | The expected cost in subunits per unit for an expense budget. | Expense Budgets |
| Expense Budget: Markup % | The expected percent markup for an expense budget. | Expense Budgets |
| Expense Budget: Markup per Unit in Subunits | The markup amount in subunits for an expense budget. | Expense Budgets |
| Expense Budget: Quantity | The number of expected units for an expense budget. | Expense Budgets |
| Expense: Amount In Cents | The amount of an expense in cents. | Expenses |
| Expense: Exchange Rate | The exchange rate of an expense. | Expenses |
| Expense: Source Currency Amount in Cents | The source currency of an expense in cents. | Expenses |
| Fixed Fee Item: Amount In Cents | The amount of a fixed fee item on an invoice in cents. | Invoices |
| FX: Rate | The foreign exchange rate value for a period entered on the default exchange rate table. | Foreign Exchange |
| Holiday Time In Minutes | The amount of holiday time entered in a user's calendar. | Users |
| Invoice: Amount In Cents | The invoice amount in cents. | Invoices |
| Invoice: Payment Schedule | The payment schedule of an invoice (e.g. 30 days). | Invoices |
| Invoice: Tax Rate | The invoice tax rate. | Invoices |
| Project Accounting: Amount | The amount of the project accounting record, created at the project or task level. | Project Accounting |
| Project Accounting: Budget | The budget of the project accounting record, created at the project or task level. | Project Accounting |
| Project Accounting: Cost | The cost amount of the project accounting record, created at the project or task level. | Project Accounting |
| Project Accounting: Cost EAC | The cost EAC amount of the project accounting record, created at the project or task level. | Project Accounting |
| Project Accounting: Hours | The hours of the project accounting record, created at the project or task level. | Project Accounting |
| Project Accounting: Hours EAC | The hours EAC of the project accounting record, created at the project or task level. | Project Accounting |
| Project Accounting: Hours ETC | The hours ETC of the project accounting record, created at the project or task level. | Project Accounting |
| Project Accounting: Percent Complete | The percentage complete of the project accounting record, created at the project or task level. | Project Accounting |
| Project Accounting: Total Estimated Hours | The estimated hours of the project accounting record, created at the project or task level. | Project Accounting |
| Project Accounting: Total Hours To Date | The hours to date of the project accounting record, created at the project or task level. | Project Accounting |
| Project: Amount Paid | The total amount paid to a project from invoices and individually logged payments. | Projects |
| Project: Budget In Cents | The project budget in cents, set in project settings. | Projects |
| Project: Budget Used In Cents | The project burn based off actual fees in cents. Expenses are included if "include expenses" is checked in project settings. | Projects |
| Project: Original Budget | The project's original budget, set in the budget section in the project admin box. | Projects |
| Project: Target Margin | The target margin, set in project settings. | Projects |
| Resource Allocation Day: Cost In Cents | The user cost in cents (Hours Allocated × Cost Rate) from allocations within Resource Center. | Allocations |
| Resource Allocation Day: Fees In Cents | The allocated fees in cents (Hours Allocated × Bill Rate) from allocations within Resource Center. | Allocations |
| Resource Allocation Day: Time in Minutes | The minutes allocated for a resource via Resource Center. | Allocations |
| Resource Schedule Day: Bill Amount in Cents | The scheduled fees in cents (Hours Scheduled × Bill Rate) within the Resourcing tab of a project or Scheduling tab of a task. | Schedules |
| Resource Schedule Day: Cost Amount in Cents | The scheduled cost in cents (Hours Scheduled × Cost Rate) within the Resourcing tab of a project or Scheduling tab of a task. | Schedules |
| Resource Schedule Day: Time in Minutes | The hours scheduled within the Resourcing tab of a project or Scheduling tab of a task. | Schedules |
| Resource: Bill Rate In Cents | The bill rate of a resource. If rate cards are enabled, this is set on the project's rate card (for both named and unnamed resources). If rate cards are disabled, this is set in member settings (for named resources only) or the project Rates and Roles page (for either named or unnamed resources). | Resource |
| Resource: Cost Rate In Cents | The cost rate of a resource, set in member settings (for named resources only) or the project Rates and Roles page (for either named or unnamed resources). | Resource |
| Snapshot: Project Budget in Cents | The project budget in cents at the time of the snapshot, as set in project settings. | Snapshots |
| Snapshot: Project Duration | The duration of the project at the time of the snapshot, calculated as the earliest task start date until the latest task due date. | Snapshots |
| Snapshot: Resource Allocation in Minutes | The allocation in minutes for a resource on a project at the time of the snapshot, set in Resource Center or the Resourcing tab in a project. | Snapshots |
| Snapshot: Resource Bill Rate in Cents | The bill rate in cents for a resource at the time of the snapshot. If rate cards are enabled, this is set on the project's rate card (for both named and unnamed resources). If rate cards are disabled, this is set in member settings (for named resources only) or the project Rates and Roles page (for either named or unnamed resources). | Snapshots |
| Snapshot: Resource Cost Rate in Cents | The cost rate in cents for a resource at the time of the snapshot. This is set in member settings (for named resources only) or the project Rates & Roles page (for either named or unnamed resources). | Snapshots |
| Snapshot: Resource Estimated Minutes | The estimated time in minutes for a resource for a particular task at the time of the snapshot, set in Task Tracker. | Snapshots |
| Snapshot: Resource Scheduled Time in Minutes | The scheduled time in minutes for a resource for a particular task at the time of the snapshot, set in Resource Center or the Resourcing tab in a project. | Snapshots |
| Snapshot: Task Estimated Budget in Cents | The estimated budget in cents of a task at the time of the snapshot. | Snapshots |
| Snapshot: Task Estimated Minutes | The estimated time in minutes of a task at the time of the snapshot. | Snapshots |
| Survey Response: Score | The score of the response to the survey question. | Surveys |
| Task Assignment: Bill Rate In Cents | The bill rate in cents for a resource on a task. If rate cards are enabled, this is set on the project's rate card and uses the rate card version that is active when the task starts. If rate cards are disabled, this is set in member settings (for named resources only) or the project Rates & Roles page. | Tasks |
| Task Assignment: Cost Rate In Cents | The cost rate in cents for a resource on a task. This is set in member settings (for named resources only) or the project Rates & Roles page (for either named or unnamed resources). | Tasks |
| Task: Cost Budget Amount In Cents | The cost budget in cents of an individual task. | Tasks |
| Task: Cost Budget Exchange Rate | The conversion rate between task costs (applicable to currency conversion). | Tasks |
| Task: Estimated Budget In Cents | The task budget in cents. | Tasks |
| Task: Estimated Minutes | The task estimated time in minutes. | Tasks |
| Task: Percentage Complete | The percentage complete entered on a task. | Tasks |
| Time Entry: Bill Rate In Cents | The bill rate in cents used for an individual time entry. | Time Entry |
| Time Entry: Cost In Cents | The cost amount in cents of an individual time entry (Hours × Cost Rate). | Time Entry |
| Time Entry: Cost Rate In Cents | The cost rate in cents used for an individual time entry. | Time Entry |
| Time Entry: Fees In Cents | The bill amount in cents of an individual time entry. (Hours × Bill Rate). | Time Entry |
| Time Entry: Time In Minutes | The time entry amount logged by users. | Time Entry |
| Time Off Time In Minutes | Time off minutes recorded from a user's calendar. | Users |
| User Dynamic Utilization Target % | A user's utilization target that takes into account any changes to the target. | Users |
| User: Bill Rate in Cents | A user's default bill rate in cents, set in member settings. If rate cards are enabled, this fact displays as 0. | Users |
| User: Cost Rate in Cents | A user's default cost rate in cents, set in member settings. | Users |
| User: Current Utilization Target % | A user's current billable utilization target. | Users |
| Workday Time In Minutes | A user's workweek in minutes. | Users |
| ͺAudit: Placeholder | A placeholder for the Audit data set. Not currently available. | ͺAudit |
| ͺCandidate Custom Fields: Fact Placeholder | A placeholder for the Candidate Custom Fields Fact data set. Not currently available. |
ͺCandidate Custom Fields
|
| ͺEstimate Custom Fields: Fact Placeholder | A placeholder for the Estimate Custom Fields Fact data set. Not currently available. |
Estimate Custom Fields
|
| ͺExpense External: Reference Fact | The numerical value of an expense external reference. Used for integrations. | ͺSystem |
| ͺGroup Custom Fields Fact Placeholder | A placeholder for the Group Custom Fields Fact data set. Not currently available. | Group Custom Fields |
| ͺInvoice External Ref Fact | The numerical value of an invoice external reference. Used for integrations. | ͺSystem |
| ͺLegacy Snapshot ID | The unique ID of a legacy snapshot. Not currently available. | ͺLegacy Snapshot |
| ͺLegacy Snapshot Percentage Complete | The average percent complete, based on a project's top level tasks, as saved in a legacy snapshot. Not currently available. | ͺLegacy Snapshot |
| ͺLegacy SRVY Project: Answer Numeric | The answer value from SRVYs where the subject is a project and the answer is a numeric value. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Project: Placeholder | A placeholder for the SRVY Project data set. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Answer Numeric | The answer value from SRVYs where the subject is a task and the answer is a numeric value. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY Task: Placeholder | A placeholder for the SRVY Task data set. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Answer Numeric | The answer value from SRVYs where the subject is a user and the answer is a numeric value. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺLegacy SRVY User: Placeholder | A placeholder for the SRVY User data set. Requires the Legacy SRVYS feature. | ͺLegacy SRVYS |
| ͺPlanned Minutes | This is a legacy fact which has been replaced by Resource Allocation Day: Time In Minutes. | ͺSystem |
| ͺPlanned Org: Time in Minutes | The number of planned minutes per org. Not currently available. | ͺSystem |
| ͺPlanned Skill Minutes | The number of planned minutes per skill. Not currently available. | ͺSystem |
| ͺProject Active Day: Placeholder | A placeholder for the Project Active Day data set. Not currently available. | ͺSystem |
| ͺProject Custom Fields Fact Placeholder | A placeholder for the Project Custom Fields Fact data set. Not currently available. | Project Custom Fields |
| ͺProject Participation: Allocated Minutes | This is a legacy fact which has been replaced by Allocated Time In Minutes. | Projects |
| ͺProject Participation: Bill Rate in Cents | The bill rate of project roles in cents, set in the project Rates and Roles page. | Projects |
| ͺProject Participation: Estimated Minutes | This is a legacy fact which has been replaced by Allocated Time In Minutes. | Projects |
| ͺResource Custom Fields Fact: Placeholder | A placeholder for the Resource Custom Fields data set. Not currently available. |
Resource Custom Fields
|
| ͺScheduled Org: Cost In Cents | The sum of all cost in cents (Hours Scheduled × Cost Rate) by Organization. Not currently available. | ͺSystem |
| ͺScheduled Org: Fees In Cents | The sum of all scheduled fees in cents (Billable Hours × Bill Rate) by Organization. Not currently available. | ͺSystem |
| ͺScheduled Org: Time In Minutes | The sum of all scheduled minutes by Organization. Not currently available. | ͺSystem |
| ͺScheduled Skill: Cost In Cents | The sum of all user cost in cents (Hours Scheduled × Cost Rate) by skill and Organization. | ͺSystem |
| ͺScheduled Skill: Fees In Cents | The sum of all scheduled fees in cents (Billable Hours × Bill Rate) by skill and Organization. | ͺSystem |
| ͺScheduled Skill: Time In Minutes | The sum of all scheduled minutes by skill and Organization. | ͺSystem |
| ͺStaffing Demand Custom Fields Fact: Placeholder | A placeholder for the Staffing Demand Custom Fields data set. Not currently available. |
ͺStaffing Demand Custom Fields
|
| ͺStaffing Demand Quantity | The number of full-time resources for a staffing demand request. Not currently available. | ͺStaffing Demand |
| ͺSubtask: Billable Time In Minutes | The sum of all billable time in minutes logged to subtasks nested beneath a task. | Tasks |
| ͺSubtask: Count | The count of all subtasks nested beneath a task. | Tasks |
| ͺSubtask: Depth | The depth (1-5) of a subtask nested beneath a task. | Tasks |
| ͺSubtask: Estimated Budget In Cents | The sum of all task budgets in cents on subtasks nested beneath a task. | Tasks |
| ͺSubtask: Estimated Budget Used In Cents | The sum of all fees in cents logged to subtasks nested beneath a task. | Tasks |
| ͺSubtask: Estimated Minutes | The sum of all task estimated minutes on subtasks nested beneath a task. | Tasks |
| ͺTask Active Day: Budget Estimate in Cents | The task time estimate in minutes per active day of a task (every day between the start and due date). | Tasks |
| ͺTask Active Day: Budget Estimate in Cents | The task budget estimate in cents per active day of a task (every day between the start and due date). | Tasks |
| ͺTask Assignment: Estimated Minutes | The amount of estimated minutes for a task per resource. | Tasks |
| ͺTask Assignment: Scheduled Minutes | Total amount of scheduled minutes per person, per task | Tasks |
| ͺTask Custom Fields Fact: Placeholder | A placeholder for the Task Custom Fields Fact data set. Not currently available. | Task Custom Fields |
| ͺTask Org: Budget Estimate In Cents | The task budget estimate in cents by Organization. | Tasks |
| ͺTask Org: Time Estimate In Minutes | The task time estimate in minutes by Organization. Not currently available. | Tasks |
| ͺTask: Actual Billable Time In Minutes | The time entry amount logged by task. Not currently available. | Tasks |
| ͺTask: Actual Non-Billable Time In Minutes | The non-billable time entry amount logged by task. Not currently available. | Tasks |
| ͺTask: Cost Budget Source Amount In Cents | The task cost budget amount in its source currency. | Tasks |
| ͺTask: Fees In Cents | The bill amount in cents of all time entries (Hours × Bill Rate) logged to a task. | Tasks |
| ͺTask: Milestone Weight | The task weight, set in the Task Tracker. | Tasks |
| ͺTime Adjustment: Bill Rate In Cents | The bill rate of a time adjustment in cents. Requires the Time Adjustment feature. To enable, please contact your CSM. | ͺTime Adjustments |
| ͺTime Adjustment: Cost Amount In Cents | The cost amount of a time adjustment in cents. Requires the Time Adjustment feature. To enable, please contact your CSM. | ͺTime Adjustments |
| ͺTime Adjustment: Cost Rate In Cents | The cost rate of a time adjustment in cents. Requires the Time Adjustment feature. To enable, please contact your CSM. | ͺTime Adjustments |
| ͺTime Adjustment: Fees In Cents | The fees (Bill Rate × Hours) of a time adjustment in cents. Requires the Time Adjustment feature. To enable, please contact your CSM. | ͺTime Adjustments |
| ͺTime Adjustment: Time In Minutes | The time adjustment amount in minutes. Requires the Time Adjustment feature. To enable, please contact your CSM. | ͺTime Adjustments |
| ͺTime Entry External: Reference Fact | The numerical value of a time entry external reference. Used for integrations. | ͺExternal Reference |
| ͺTime Entry Org: Bill Amount In Cents | The sum of all actual fees in cents (Billable Hours × Bill Rate) by Organization. Not currently available. | ͺSystem |
| ͺTime Entry Org: Bill Rate in Cents | The bill rate in cents used for an individual time entry by Organization. | ͺSystem |
| ͺTime Entry Org: Cost Amount In Cents | The sum of all cost in cents (Hours × Cost Rate) by Organization. Not currently available. | ͺSystem |
| ͺTime Entry Org: Cost Rate in Cents | The cost rate in cents used for an individual time entry by Organization. | ͺSystem |
| ͺTime Entry Org: Time In Minutes | The time entry amount by Organization. Not currently available. | ͺSystem |
| ͺUser Custom Fields Fact Placeholder | A placeholder for the User Custom Fields Fact data set. Not currently available. | User Custom Fields |
| ͺWorkday Org: Time In Minutes | The sum of all workday minutes by Organization. Not currently available. | ͺSystem |
| ͺWorkday Skill: Time In Minutes | The sum of all workday minutes by skill. Not currently available. | ͺSystem |
| ͺWorkspace Org: Amount Paid | The total amount paid to a project from invoices and individually logged payments by Organization. Not currently available. | ͺSystem |
| ͺWorkspace Org: Budget | The project budget, set in project settings by Organization. Not currently available. | ͺSystem |
| ͺWorkspace Org: Original Budget | The project's original budget, set in the budget section in the project admin box by Organization. Not currently available. | ͺSystem |
Comments
2 comments
This article has been updated to include a video.
This article has been updated to include information on attributes for task statuses and snapshots that will be available in Insights today.
Please sign in to leave a comment.