Overview
The Project datasets provide project-level metrics in CORE, drawn from three related data sources: Projects, Project Metrics - Monthly, and Project Metrics - Cumulative. Most fields are shared across all three; each dataset differs mainly in whether it stores a single current value, a monthly snapshot, or a Project-to-Date (PTD) snapshot. The Fields table below lists every field once and marks which of the three datasets each one is available in.
Dataset Structure
Projects holds current, non-historical project metrics. Each project or phase has a single, always-current record. Filter on Project Level to avoid combining Root Project and Phase totals.
Project Metrics - Monthly and Project Metrics - Cumulative are both multi-level and snapshot-based: they store a record for every project or phase for each reporting month, rather than a single live record. This lets you navigate between different reporting periods, such as for trend or Project-to-Date charts. Filter on Project Level and Month Start before charting; Project Metrics - Cumulative also requires Is Latest to isolate PTD totals. If a chart does not filter to a single level or reporting period, both levels or all periods are included, which may produce inflated or duplicated totals.
Note: Not every field applies to every dataset; see the Projects, Project Metrics - Monthly, and Project Metrics - Cumulative columns in the Fields table below. The Project Level Rollup column indicates whether the field's value rolls up from Phase to Root Project.
Fields
| Type | Column | Description | Calculation | Projects | Project Metrics - Monthly | Project Metrics - Cumulative | Project Level Rollup |
|---|---|---|---|---|---|---|---|
| Value | All Cost | Total cost incurred for the project, including billable and non-billable services and expenses. | Billed Cost + Unbilled Cost + Non-Billable Cost | ✓ | – | ✓ | ✓ |
| Value | All Hours | Total hours recorded for the project, including billable and non-billable time entries. | Billed Hours + Unbilled Hours + Non-Billable Hours | ✓ | ✓ | ✓ | ✓ |
| Value | Billed | Total amount invoiced for billable services and expenses, including write-up/down (WUD) adjustments and expense markups. Excludes discounts and miscellaneous invoice adjustments. | Billed Contract + Billed Extra | ✓ | ✓ | ✓ | ✓ |
| Value | Billed and Unbilled | Combined value of billable services and expenses that have been invoiced or are pending invoicing. | Billed + Unbilled | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Contract | Combined value of billable contract services and expenses that have been invoiced or are pending invoicing. | Billed Contract + Unbilled Contract | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Contract Cost | Total cost associated with billed and unbilled contract services and expenses. | Billed Contract Cost + Unbilled Contract Cost | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Contract Profit | Profit generated from billed and unbilled contract work after associated costs are applied. | Billed and Unbilled Contract - All Contract Cost | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Contract Value | Total value of billed and unbilled contract services and expenses, excluding write-up/down (WUD) adjustments. | Billed and Unbilled Expenses Contract Value + Billed and Unbilled Services Contract Value | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Cost | Total cost associated with billed and unbilled services and expenses. | Billed Cost + Unbilled Cost | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Expenses | Combined value of billable expenses that have been invoiced or are pending invoicing, including markups. | Billed Expenses + Unbilled Expenses | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Expenses Contract | Combined value of billable contract expenses that have been invoiced or are pending invoicing, including markups. | Billed Expenses Contract + Unbilled Expenses Contract | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Expenses Contract Cost | Total cost associated with billed and unbilled contract expenses. | Billed Expenses Contract Cost + Unbilled Expenses Contract Cost | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Expenses Cost | Total cost associated with billed and unbilled expenses. | Billed Expenses Cost + Unbilled Expenses Cost | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Expenses Extra | Combined value of billable extra expenses that have been invoiced or are pending invoicing, including markups. | Billed Expenses Extra + Unbilled Expenses Extra | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Expenses Extra Cost | Total cost associated with billed and unbilled extra expenses. | Billed Expenses Extra Cost + Unbilled Expenses Extra Cost | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Extra | Combined value of billable extra services and expenses that have been invoiced or are pending invoicing, including write-up/down (WUD) adjustments and markups. | Billed Extra + Unbilled Extra | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Extra Cost | Total cost associated with billed and unbilled extra services and expenses. | Billed Extra Cost + Unbilled Extra Cost | ✓ | – | ✓ | ✓ |
| Value | Billed And Unbilled Hours | Total billable hours that have been invoiced or are pending invoicing. | Billed Hours + Unbilled Hours | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Profit | Profit generated from billed and unbilled work after all associated costs are applied. | Billed and Unbilled - All Cost | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Services | Combined value of billable services that have been invoiced or are pending invoicing, including write-up/down (WUD) adjustments. | Billed Services + Unbilled Services | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Services Contract | Combined value of billable contract services that have been invoiced or are pending invoicing, including write-up/down (WUD) adjustments. | Billed Services Contract + Unbilled Services Contract | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Services Contract Cost | Total cost associated with billed and unbilled contract services. Includes services performed by employees, contract employees, and outside consultants. | Billed Services Contract Cost + Unbilled Services Contract Cost | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Services Contract Unloaded Cost | Labor cost of billed and unbilled contract services before overhead allocations are applied. Includes services performed by employees, contract employees, and outside consultants. | Billed Services Contract Cost + Unbilled Services Contract Cost | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Services Contract Value | Total value of billed and unbilled contract services, excluding write-up/down (WUD) adjustments. | Billed Services Contract Value + Unbilled Services Contract Value | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Services Cost | Total cost associated with billed and unbilled services. Includes services performed by employees, contract employees, and outside consultants. | Billed Services Cost + Unbilled Services Cost | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Services Extra | Combined value of billable extra services that have been invoiced or are pending invoicing, including write-up/down (WUD) adjustments. | Billed Services Extra + Unbilled Services Extra | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Services Extra Cost | Total cost associated with billed and unbilled extra services. Includes services performed by employees, contract employees, and outside consultants. | Billed Services Extra Cost + Unbilled Services Extra Cost | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Services Extra Unloaded Cost | Labor cost of billed and unbilled extra services before overhead allocations are applied. Includes services performed by employees, contract employees, and outside consultants. | Billed Services Extra Cost + Unbilled Services Extra Cost | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Services Extra Value | Total value of billed and unbilled extra services, excluding write-up/down (WUD) adjustments. | Billed Services Extra Value + Unbilled Services Extra Value | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Services Profit | Profit generated from billed and unbilled services after all associated service costs are applied. | Billed and Unbilled Services - (Billed Services Cost + Unbilled Services Cost + Non-Billable Services Cost) | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Services Unloaded Cost | Labor cost of billed and unbilled services before overhead allocations are applied. Includes services performed by employees, contract employees, and outside consultants. | Billed Services Unloaded Cost + Unbilled Services Unloaded Cost | ✓ | – | ✓ | ✓ |
| Value | Billed and Unbilled Services Value | Total value of billed and unbilled services, excluding write-up/down (WUD) adjustments. | Billed Services Value + Unbilled Services Value | ✓ | – | ✓ | ✓ |
| Value | Billed Contract | Total value of billable contract services and expenses that have been invoiced, including write-up/down (WUD) adjustments and markups. | Billed Expenses Contract + Billed Services Contract | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Contract Cost | Total cost associated with billed contract services and expenses. | Billed Expenses Contract Cost + Billed Services Contract Cost | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Contract Profit | Profit generated from billed contract work after associated contract costs are applied. | Billed Contract - (Billed Contract Cost + Non-Billable Contract Cost) | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Cost | Total cost associated with billed services and expenses. | Billed Expenses Cost + Billed Services Cost | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Discount | Total discount amount applied to project invoices. | ✓ | ✓ | ✓ | ✓ | |
| Value | Billed Employee Services Contract | Total value of billed contract services performed by employees and contract employees. Excludes services performed by outside consultants. | Billed Services Contract - Billed Outside Consultant Services Contract | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Employee Services Extra | Total value of billed extra services performed by employees and contract employees. Excludes services performed by outside consultants. | Billed Services Extra - Billed Outside Consultant Services Extra | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Employee Services Unloaded Cost | Labor cost of billed employee services before overhead allocations are applied. Includes employees and contract employees but excludes outside consultants. | Billed Services Unloaded Cost - Billed Outside Consultant Services Unloaded Cost | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Expenses | Total value of billed expenses, including contract and extra expenses with applicable markups. | Billed Expenses Contract + Billed Expenses Extra | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Expenses Contract | Total value of billed contract expenses, including applicable markups. | Units × Cost × ((100 + Markup)/100) | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Expenses Contract Cost | Total cost associated with billed contract expenses. | Units × Cost | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Expenses Cost | Total cost associated with billed contract and extra expenses. | Units × Cost | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Expenses Extra | Total value of billed extra expenses, including applicable markups. | Units × Cost × ((100 + Markup)/100) | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Expenses Extra Cost | Total cost associated with billed extra expenses. | Units × Cost | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Extra | Total value of billed extra services and expenses, including write-up/down (WUD) adjustments and markups. | Billed Expenses Extra + Billed Services Extra | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Extra Cost | Total cost associated with billed extra services and expenses. | Billed Expenses Extra Cost + Billed Services Extra Cost | – | ✓ | ✓ | ✓ |
| Value | Billed Hours | Total billable hours that have been invoiced or included on a final invoice. | ✓ | ✓ | ✓ | ✓ | |
| Value | Billed Misc Adjustment | Total miscellaneous invoice adjustments applied to project invoices, excluding discounts. | ✓ | ✓ | ✓ | ✓ | |
| Value | Billed Outside Consultant Services Contract Unloaded Cost | Labor cost of billed contract services performed by outside consultants before overhead allocations are applied. | Actual Hours × Pay Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Outside Consultant Services Extra Unloaded Cost | Labor cost of billed extra services performed by outside consultants before overhead allocations are applied. | Actual Hours × Pay Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Outside Consultant Services Unloaded Cost | Total labor cost of billed services performed by outside consultants before overhead allocations are applied. | Billed Outside Consultant Services Contract Unloaded Cost + Billed Outside Consultant Services Extra Unloaded Cost | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Profit | Profit generated from billed services and expenses after all associated billed and non-billable costs are applied. | Billed - (Billed Cost + Non-Billable Cost) | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Profit All Cost | Profit generated from billed services and expenses after all project costs, including billed, unbilled, and non-billable costs, are applied. | Billed - All Cost | ✓ | – | ✓ | ✓ |
| Value | Billed Services | Total value of billed services, including write-up/down (WUD) adjustments. | Billed Services Contract + Billed Services Extra | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Services Contract | Total value of billed contract services, including write-up/down (WUD) adjustments. | Bill Rate × Client Hours × WUD Multiplier | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Services Contract Cost | Total cost associated with billed contract services. Includes services performed by employees, contract employees, and outside consultants. | Actual Hours × Cost Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Services Contract Unloaded Cost | Labor cost of billed contract services before overhead allocations are applied. Includes services performed by employees, contract employees, and outside consultants. | Actual Hours × Cost Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Services Contract Value | Total value of billed contract services, excluding write-up/down (WUD) adjustments. | Actual Hours × Cost Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Services Cost | Total cost associated with billed contract and extra services. Includes services performed by employees, contract employees, and outside consultants. | Actual Hours × Cost Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Services Extra | Total value of billed extra services, including write-up/down (WUD) adjustments. | Bill Rate × Client Hours × WUD Multiplier | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Services Extra Cost | Total cost associated with billed extra services. Includes services performed by employees, contract employees, and outside consultants. | Actual Hours × Cost Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Services Extra Unloaded Cost | Labor cost of billed extra services before overhead allocations are applied. Includes services performed by employees, contract employees, and outside consultants. | Actual Hours × Pay Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Services Extra Value | Total value of billed extra services, excluding write-up/down (WUD) adjustments. | Actual Hours × Bill Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Services Profit | Profit generated from billed services after all associated billed and non-billable service costs are applied. | Billed Services - (Billed Services Cost + Non-Billable Services Cost) | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Services Unloaded Cost | Total labor cost of billed services before overhead allocations are applied. Includes services performed by employees, contract employees, and outside consultants. | Actual Hours × Pay Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Services Value | Total value of billed contract and extra services, excluding write-up/down (WUD) adjustments. | Actual Hours × Bill Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Billed Tax | Total tax amount included on billed invoices. | ✓ | – | ✓ | ✓ | |
| Value | Billed Value | Total value of billed services and expenses, excluding write-up/down (WUD) adjustments. Excludes discounts and miscellaneous invoice adjustments. | Billed Contract Value + Billed Extra Value | ✓ | ✓ | ✓ | ✓ |
| Value | Budget | Total budget amount allocated to the project or phase. | Budget Services + Budget Expenses + Budget Misc | ✓ | – | ✓ | ✓ |
| Value | Budget Expenses | Total budgeted amount allocated for project expenses. | Budget Units × Cost × ((100 + Markup)/100) | ✓ | – | ✓ | ✓ |
| Value | Budget Expenses Remaining | Remaining expense budget available after recorded expenses are applied. | Budget Expenses - Spent Expenses | ✓ | – | ✓ | ✓ |
| Value | Budget Hours | Total budgeted hours allocated to the project or phase. | ✓ | – | ✓ | ✓ | |
| Value | Budget Hours Remaining | Remaining budgeted hours available after recorded hours are applied. | Budget Hours - Spent Hours | ✓ | – | ✓ | ✓ |
| Value | Budget Hours Spent Percent | Percentage of budgeted hours that have been used. | (Spent Hours / Budget Hours) × 100 | ✓ | – | ✓ | ✓ |
| Value | Budget Remaining | Remaining project budget available after recorded costs are applied. | Budget - Spent | ✓ | – | ✓ | ✓ |
| Value | Budget Services | Total budgeted amount allocated for project services. | Budget Hours × Bill Rate | ✓ | – | ✓ | ✓ |
| Value | Budget Services Remaining | Remaining service budget available after recorded service costs are applied. | Budget Services - Spent Services | ✓ | – | ✓ | ✓ |
| Value | Budget Spent Percent | Percentage of the total budget that has been used. | (Spent / Budget) × 100 | ✓ | – | ✓ | ✓ |
| Value | Budgeted Percent | Percentage of the contract amount that has been budgeted. | (Budget / Contract) × 100 | ✓ | – | ✓ | ✓ |
| Value | Contract Amount | Total contract amount allocated to the project or phase. | – | – | ✓ | – | |
| Value | Contract Billed Percent | Percentage of the contract amount that has been billed. | (Billed Contract / Contract) × 100 | ✓ | – | ✓ | ✓ |
| Value | Contract Billed Remaining | Remaining contract amount that has not yet been billed. | Contract - Billed Contract | ✓ | – | ✓ | ✓ |
| Value | Contract Remaining | Remaining contract value available based on billed and unbilled contract work. | Contract - Billed and Unbilled Contract | ✓ | – | ✓ | ✓ |
| Value | Contract Used Percent | Percentage of the contract amount that has been used through billed and unbilled contract work. | (Billed and Unbilled Contract / Contract) × 100 | ✓ | – | ✓ | ✓ |
| Value | Direct Labor Multiplier | Measures labor efficiency by comparing billed employee service revenue to employee labor cost. A higher value indicates greater revenue generated per labor dollar spent. | Billed Employee Services / (Billed Employee Services Unloaded Cost + Non-Billable Employee Services Unloaded Cost) | ✓ | ✓ | ✓ | ✓ |
| Value | Gross Margin Billed | Profit margin for billed work after accounting for discounts and invoice adjustments. | (Net Billed Profit / Net Billed) × 100 | ✓ | ✓ | ✓ | ✓ |
| Value | Gross Margin Billed and Unbilled | Profit margin for billed and unbilled work after accounting for discounts and invoice adjustments. | (Net Billed and Unbilled Profit / Net Billed and Unbilled) × 100 | ✓ | – | ✓ | ✓ |
| Value | Gross Margin Billed and Unbilled Contract | Profit margin for billed and unbilled contract work after accounting for discounts and invoice adjustments. | (Net Billed and Unbilled Contract Profit / Net Billed and Unbilled Contract) × 100 | ✓ | – | ✓ | ✓ |
| Value | Gross Margin Billed Contract | Profit margin for billed contract work after accounting for discounts and invoice adjustments. | (Net Billed Contract Profit / Net Billed Contract) × 100 | ✓ | ✓ | ✓ | ✓ |
| Value | Net Billed | Total billed amount after discounts and miscellaneous invoice adjustments are applied. Excludes taxes and retainer applications. | Billed - Billed Discount + Billed Misc Adjustment | ✓ | ✓ | ✓ | ✓ |
| Value | Net Billed and Unbilled | Combined net value of billed and unbilled services and expenses after discounts and invoice adjustments are applied to billed amounts. Excludes taxes and retainer applications. | Net Billed + Unbilled | ✓ | – | ✓ | ✓ |
| Value | Net Billed and Unbilled Contract | Combined net value of billed and unbilled contract services and expenses after discounts and invoice adjustments are applied to billed amounts. | Net Billed Contract + Unbilled Contract | ✓ | – | ✓ | ✓ |
| Value | Net Billed and Unbilled Contract Profit | Profit generated from billed and unbilled contract work after all associated contract costs are applied. | Net Billed and Unbilled Contract - (Billed Contract Cost + Unbilled Contract Cost + Non-Billable Contract Cost) | ✓ | – | ✓ | ✓ |
| Value | Net Billed and Unbilled Profit | Profit generated from billed and unbilled services and expenses after all associated costs are applied. | Net Billed and Unbilled - (Billed Cost + Unbilled Cost + Non-Billable Cost) | ✓ | – | ✓ | ✓ |
| Value | Net Billed Contract | Net billed value of contract services and expenses after discounts and miscellaneous invoice adjustments are applied. Excludes taxes and retainer applications. | Billed Contract - Billed Discount + Billed Misc Adjustment | ✓ | ✓ | ✓ | ✓ |
| Value | Net Billed Contract Profit | Profit generated from billed contract work after all associated contract costs are applied. | Net Billed Contract - (Billed Contract Cost + Non-Billable Contract Cost) | ✓ | ✓ | ✓ | ✓ |
| Value | Net Billed Profit | Profit generated from billed services and expenses after all associated billed and non-billable costs are applied. | Net Billed - (Billed Cost + Non-Billable Cost) | ✓ | ✓ | ✓ | ✓ |
| Value | Net Billed Profit All Cost | Profit generated from billed services and expenses after all project costs, including billed, unbilled, and non-billable costs, are applied. | Net Billed - All Cost | ✓ | – | ✓ | ✓ |
| Value | Net Realization Rate | Percentage of potential billable revenue that was realized after discounts and invoice adjustments are applied. | (Net Billed / Billed Value) × 100 | ✓ | ✓ | ✓ | ✓ |
| Value | Non-Billable | Total value of non-billable services and expenses recorded for the project. | Non-Billable Services + Non-Billable Expenses | ✓ | – | ✓ | ✓ |
| Value | Non-Billable Contract | Total value of non-billable contract services and expenses recorded for the project. | ✓ | – | ✓ | ✓ | |
| Value | Non-Billable Contract Cost | Total cost associated with non-billable contract services and expenses. | Actual Hours × Cost Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Non-Billable Cost | Total cost associated with non-billable services and expenses. | Actual Hours × Cost Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Non-Billable Employee Services Unloaded Cost | Labor cost of non-billable employee services before overhead allocations are applied. Excludes services performed by outside consultants. | Non-Billable Services Unloaded Cost - Non-Billable Outside Consultant Services Unloaded Cost | ✓ | ✓ | ✓ | ✓ |
| Value | Non-Billable Expenses | Total value of non-billable expenses, including applicable markups. | Non-Billable Expenses Contract + Non-Billable Expenses Extra | ✓ | – | ✓ | ✓ |
| Value | Non-Billable Expenses Contract | Total value of non-billable contract expenses, including applicable markups. | Units × Cost × ((100 + Markup)/100) | ✓ | – | ✓ | ✓ |
| Value | Non-Billable Expenses Contract Cost | Contract Cost | Units × Cost | ✓ | ✓ | ✓ | ✓ |
| Value | Non-Billable Expenses Cost | Total cost associated with non-billable contract and extra expenses. | Units × Cost | ✓ | ✓ | ✓ | ✓ |
| Value | Non-Billable Expenses Extra | Total value of non-billable extra expenses, including applicable markups. | Units × Cost × ((100 + Markup)/100) | ✓ | – | ✓ | ✓ |
| Value | Non-Billable Expenses Extra Cost | Total cost associated with non-billable extra expenses. | Units × Cost | ✓ | ✓ | ✓ | ✓ |
| Value | Non-Billable Extra | Total value of non-billable extra services and expenses recorded for the project. | ✓ | – | ✓ | ✓ | |
| Value | Non-Billable Extra Cost | Total cost associated with non-billable extra services and expenses. | Actual Hours × Cost Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Non-Billable Hours | Total non-billable hours recorded for the project. | ✓ | ✓ | ✓ | ✓ | |
| Value | Non-Billable Outside Consultant Services Contract Unloaded Cost | Labor cost of non-billable contract services performed by outside consultants before overhead allocations are applied. | Actual Hours × Pay Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Non-Billable Outside Consultant Services Extra Unloaded Cost | Labor cost of non-billable extra services performed by outside consultants before overhead allocations are applied. | Actual Hours × Pay Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Non-Billable Outside Consultant Services Unloaded Cost | Total labor cost of non-billable services performed by outside consultants before overhead allocations are applied. | Actual Hours × Pay Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Non-Billable Services | Total value of non-billable services recorded for the project, including write-up/down (WUD) adjustments. | Non-Billable Services Contract + Non-Billable Services Extra | ✓ | – | ✓ | ✓ |
| Value | Non-Billable Services Contract | Total value of non-billable contract services recorded for the project, including write-up/down (WUD) adjustments. | Bill Rate × Client Hours × WUD Multiplier | ✓ | – | ✓ | ✓ |
| Value | Non-Billable Services Contract Cost | Total cost associated with non-billable contract services. | Actual Hours × Cost Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Non-Billable Services Contract Unloaded Cost | Labor cost of non-billable contract services before overhead allocations are applied. | Actual Hours × Pay Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Non-Billable Services Cost | Total cost associated with non-billable contract and extra services. | Actual Hours × Cost Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Non-Billable Services Extra | Total value of non-billable extra services recorded for the project, including write-up/down (WUD) adjustments. | Bill Rate × Client Hours × WUD Multiplier | ✓ | – | ✓ | ✓ |
| Value | Non-Billable Services Extra Cost | Total cost associated with non-billable extra services. | Actual Hours × Cost Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Non-Billable Services Extra Unloaded Cost | Labor cost of non-billable extra services before overhead allocations are applied. | Actual Hours × Pay Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Non-Billable Services Unloaded Cost | Total labor cost of non-billable services before overhead allocations are applied. | Actual Hours × Pay Rate | ✓ | ✓ | ✓ | ✓ |
| Value | Open AR | Outstanding accounts receivable balance for the project. Does not include write-offs. | ✓ | – | ✓ | ✓ | |
| Value | Paid | Total payments applied to project invoices. | ✓ | ✓ | ✓ | ✓ | |
| Value | Percent Complete | Percentage of project completion entered manually for the project or phase. | ✓ | – | ✓ | – | |
| Value | Phase Contract | Total contract amount from all child phases associated with the project. | ✓ | – | ✓ | – | |
| Value | Project Margin Billed | Profit margin for billed work. Includes billed services and expenses but excludes discounts and miscellaneous invoice adjustments. | (Billed Profit / Billed) × 100 | ✓ | ✓ | ✓ | ✓ |
| Value | Project Margin Billed All Cost | Profit margin for billed work based on all project costs, including billed, unbilled, and non-billable costs. Excludes discounts and miscellaneous invoice adjustments. | (Billed Profit All Cost / Billed) × 100 | ✓ | – | ✓ | ✓ |
| Value | Project Margin Billed and Unbilled | Profit margin for billed and unbilled work. Includes contract and extra services and expenses while excluding discounts and miscellaneous invoice adjustments. | (Billed and Unbilled Profit / Billed and Unbilled) × 100 | ✓ | – | ✓ | ✓ |
| Value | Project Margin Billed and Unbilled Contract | Profit margin for billed and unbilled contract work. Includes contract services and expenses while excluding discounts and miscellaneous invoice adjustments. | (Billed and Unbilled Contract Profit / Billed and Unbilled Contract) × 100 | ✓ | – | ✓ | ✓ |
| Value | Project Margin Billed and Unbilled Services | Profit margin for billed and unbilled services. Includes contract and extra services while excluding discounts and miscellaneous invoice adjustments. | (Billed and Unbilled Services Profit / Billed and Unbilled Services) × 100 | ✓ | – | ✓ | ✓ |
| Value | Project Margin Billed Contract | Profit margin for billed contract work. Includes contract services and expenses while excluding discounts and miscellaneous invoice adjustments. | (Billed Contract Profit / Billed Contract) × 100 | ✓ | ✓ | ✓ | ✓ |
| Value | Project Margin Billed Services | Profit margin for billed services. Includes contract and extra services while excluding discounts and miscellaneous invoice adjustments. | (Billed Services Profit / Billed Services) × 100 | ✓ | ✓ | ✓ | ✓ |
| Value | Realization Rate | Percentage of potential billable revenue that was realized through invoicing. Excludes discounts and miscellaneous invoice adjustments. | (Billed / Billed Value) × 100 | ✓ | ✓ | ✓ | ✓ |
| Value | Retainer Applied | Total retainer amount applied to project invoices. | ✓ | ✓ | ✓ | ✓ | |
| Value | Retainer Balance | The current retainer balance of this project or phase. | ✓ | – | ✓ | – | |
| Value | Retainer Received | The total retainer received for this project or phase. | ✓ | ✓ | ✓ | – | |
| Value | Spent | Total amount spent on project services and expenses. | Spent Services + Spent Expenses | ✓ | – | ✓ | ✓ |
| Value | Spent Expenses | Total value of expenses recorded against the project, including applicable markups. | Spent Units × Cost × ((100 + Markup)/100) | ✓ | – | ✓ | ✓ |
| Value | Spent Hours | Total hours recorded for the project, including billable and non-billable time entries. | ✓ | – | ✓ | ✓ | |
| Value | Spent Services | Total value of services recorded against the project, excluding write-up/down (WUD) adjustments. | Spent Hours × Bill Rate | ✓ | – | ✓ | ✓ |
| Value | Unbilled | Total value of billable services and expenses that have not yet been invoiced. Includes write-up/down (WUD) adjustments and expense markups. Excludes discounts and miscellaneous invoice adjustments. | Unbilled Contract + Unbilled Extra | ✓ | – | ✓ | ✓ |
| Value | Unbilled Contract | Total value of billable contract services and expenses that have not yet been invoiced. Includes write-up/down (WUD) adjustments and expense markups. | Unbilled Expenses Contract + Unbilled Services Contract | ✓ | – | ✓ | ✓ |
| Value | Unbilled Contract Cost | Total cost associated with unbilled contract services and expenses. | Unbilled Expenses Contract Cost + Unbilled Services Contract Cost | ✓ | – | ✓ | ✓ |
| Value | Unbilled Cost | Total cost associated with unbilled services and expenses. | Unbilled Expenses Cost + Unbilled Services Cost | ✓ | – | ✓ | ✓ |
| Value | Unbilled Expenses | Total value of billable expenses that have not yet been invoiced, including applicable markups. | Unbilled Expenses Contract + Unbilled Expenses Extra | ✓ | – | ✓ | ✓ |
| Value | Unbilled Expenses Contract | Total value of billable contract expenses that have not yet been invoiced, including applicable markups. | Units × Cost × ((100 + Markup)/100) | ✓ | – | ✓ | ✓ |
| Value | Unbilled Expenses Contract Cost | Total cost associated with unbilled contract expenses. | Units × Cost | ✓ | – | ✓ | ✓ |
| Value | Unbilled Expenses Cost | Total cost associated with unbilled contract and extra expenses. | Units × Cost | ✓ | – | ✓ | ✓ |
| Value | Unbilled Expenses Extra | Total value of billable extra expenses that have not yet been invoiced, including applicable markups. | Markup)/100) | ✓ | – | ✓ | ✓ |
| Value | Unbilled Expenses Extra Cost | Total cost associated with unbilled extra expenses. | Units × Cost | ✓ | – | ✓ | ✓ |
| Value | Unbilled Extra | Total value of billable extra services and expenses that have not yet been invoiced. Includes write-up/down (WUD) adjustments and expense markups. | Unbilled Expenses Extra + Unbilled Services Extra | ✓ | – | ✓ | ✓ |
| Value | Unbilled Extra Cost | Total cost associated with unbilled extra services and expenses. | Unbilled Expenses Contract Cost + Unbilled Services Contract Cost | ✓ | – | ✓ | ✓ |
| Value | Unbilled Hours | Total billable hours that have not yet been invoiced. | ✓ | – | ✓ | ✓ | |
| Value | Unbilled Services | Total value of billable services that have not yet been invoiced. Includes write-up/down (WUD) adjustments. | Unbilled Services Contract + Unbilled Services Extra | ✓ | – | ✓ | ✓ |
| Value | Unbilled Services Contract | Total value of billable contract services that have not yet been invoiced. Includes write-up/down (WUD) adjustments. | Bill Rate × Client Hours × WUD Multiplier | ✓ | – | ✓ | ✓ |
| Value | Unbilled Services Contract Cost | Total cost associated with unbilled contract services. Includes services performed by employees, contract employees, and outside consultants. | Actual Hours × Cost Rate | ✓ | – | ✓ | ✓ |
| Value | Unbilled Services Contract Unloaded Cost | Labor cost of unbilled contract services before overhead allocations are applied. Includes services performed by employees, contract employees, and outside consultants. | Actual Hours × Pay Rate | ✓ | – | ✓ | ✓ |
| Value | Unbilled Services Contract Value | Total value of unbilled contract services, excluding write-up/down (WUD) adjustments. | Bill Rate × Actual Hours | ✓ | – | ✓ | ✓ |
| Value | Unbilled Services Cost | Total cost associated with unbilled contract and extra services. Includes services performed by employees, contract employees, and outside consultants. | Unbilled Services Contract Cost + Unbilled Services Extra Cost | ✓ | – | ✓ | ✓ |
| Value | Unbilled Services Extra | Total value of billable extra services that have not yet been invoiced. Includes write-up/down (WUD) adjustments. | Bill Rate × Client Hours × WUD Multiplier | ✓ | – | ✓ | ✓ |
| Value | Unbilled Services Extra Cost | Total cost associated with unbilled extra services. Includes services performed by employees, contract employees, and outside consultants. | Actual Hours × Cost Rate | ✓ | – | ✓ | ✓ |
| Value | Unbilled Services Extra Unloaded Cost | Labor cost of unbilled extra services before overhead allocations are applied. Includes services performed by employees, contract employees, and outside consultants. | Actual Hours × Pay Rate | ✓ | – | ✓ | ✓ |
| Value | Unbilled Services Extra Value | Total value of unbilled extra services, excluding write-up/down (WUD) adjustments. | Bill Rate × Actual Hours | ✓ | – | ✓ | ✓ |
| Value | Unbilled Services Unloaded Cost | Total labor cost of unbilled services before overhead allocations are applied. Includes services performed by employees, contract employees, and outside consultants. | Unbilled Services Contract Unloaded Cost + Unbilled Services Extra Unloaded Cost | ✓ | – | ✓ | ✓ |
| Value | Unbilled Services Value | Total value of unbilled contract and extra services, excluding write-up/down (WUD) adjustments. | Unbilled Services Contract Value + Unbilled Services Extra Value | ✓ | – | ✓ | ✓ |
| Value | Utilization Rate | Percentage of total recorded hours that are billable. | (Billable Hours / All Hours) × 100 | ✓ | ✓ | ✓ | ✓ |
| Value | Writeoff | Total amount written off for the project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Contract Type | Billing arrangement assigned to the project or phase. Values include Hourly, Fixed, HNTE, Recurring, Cost Plus, and other supported contract types. | ✓ | ✓ | ✓ | ✓ | |
| Category | Root Project Contract Type | Billing arrangement assigned to the top-level project. | ✓ | ✓ | ✓ | ✓ | |
| Category | Project City | City associated with the project location. | ✓ | ✓ | ✓ | ✓ | |
| Category | Project Country | Country associated with the project location. | ✓ | ✓ | ✓ | ✓ | |
| Category | Currency | Currency assigned to the project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Project Status | Current status of the project or phase. Values include Active, Completed, Hold, Inactive, Canceled, Draft, and Unknown. | ✓ | ✓ | ✓ | ✓ | |
| Category | Root Project Status | Current status of the top-level project, such as Active, Completed, Hold, Inactive, Canceled, Draft, or Unknown. | ✓ | ✓ | ✓ | ✓ | |
| Category | Created On | Date and time the project or phase was created. | ✓ | – | ✓ | ✓ | |
| Category | Client Since | Date the client record was created or became active. | ✓ | ✓ | ✓ | ✓ | |
| Category | Default Client Group | Default client group associated with the project's client. | ✓ | ✓ | ✓ | ✓ | |
| Category | Client Currency | Default currency assigned to the client. | ✓ | – | ✓ | ✓ | |
| Category | Client Fee Schedule | Default fee schedule assigned to the client. | ✓ | – | ✓ | ✓ | |
| Category | Client Terms | Default payment terms assigned to the client. | ✓ | ✓ | ✓ | ✓ | |
| Category | Project Display Name | Display name of the project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Project Due Date | Due date assigned to the project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Root Project Due Date | Due date assigned to the top-level project. | ✓ | ✓ | ✓ | ✓ | |
| Category | Client Manager | Employee assigned as the client manager. | ✓ | ✓ | ✓ | ✓ | |
| Category | Project Manager | Employee assigned as the project manager. | ✓ | ✓ | ✓ | ✓ | |
| Category | Project Originator | Employee assigned as the project originator. | ✓ | ✓ | ✓ | ✓ | |
| Category | Project Principal | Employee assigned as the project principal. | ✓ | ✓ | ✓ | ✓ | |
| Category | Root Project Manager | Employee assigned as the top-level project's manager. | ✓ | ✓ | ✓ | ✓ | |
| Category | Root Project Originator | Employee assigned as the top-level project's originator. | ✓ | ✓ | ✓ | ✓ | |
| Category | Root Project Principal | Employee assigned as the top-level project's principal. | ✓ | ✓ | ✓ | ✓ | |
| Category | Expense Account | Expense account associated with the project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Client Fed ID | Federal tax identification number associated with the client. | ✓ | ✓ | ✓ | ✓ | |
| Category | Fee Schedule | Fee schedule assigned to the project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Month Start | First day of the reporting month represented by the record. For historical records, this represents the month being reported. For the current record, it represents the current month. | – | ✓ | ✓ | ✓ | |
| Category | Client First Name | First name of the client contact. | ✓ | ✓ | ✓ | ✓ | |
| Category | Project Level | Hierarchy level of the project record, such as project, phase, or subphase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Rule: ShowInBatchInv | Identifies if the 'Always show in Invoice Batch' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: AutoApproveTime | Identifies if the 'Auto approve time entries' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: AutoEmailInv | Identifies if the 'Automatically email invoice when processed' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: AccountSummaryOnInv | Identifies if the 'Show account summary on invoice' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: LinkExpAttachments | Identifies if the 'Automatically link expense entry attachments to invoices' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: LinkTimeAttachments | Identifies if the 'Automatically link time entry attachments to invoices' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: NoProjectControl | Identifies if the 'Do not apply project assignment settings' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: ExemptItemTax | Identifies if the 'Exempt item tax 1/2/3' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: GenerateWIPRevenue | Identifies if the 'Generate WIP Revenue' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: HideNonBillableExp | Identifies if the 'Hide non-billable expense entries on invoices' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: HideNonBillableTime | Identifies if the 'Hide non-billable time entries on invoices' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: ExpPartOfContract | Identifies if the 'Include billable expenses in the contract amount' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: LinkVendorBillAttachments | Identifies if the 'Link vendor bill attachments to invoices' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: METExcludesItemTax | Identifies if the 'Main Expense Tax excludes Tax 1/2/3' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: MSTExcludesItemTax | Identifies if the 'Main Service Tax excludes Tax 1/2/3' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: ExpenseMemoReq | Identifies if the 'Memo is required for expense entry' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: TimeMemoReq | Identifies if the 'Memo is required for time entry' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: LockAllocatedUnits | Identifies if the 'Prevent expense entry after reaching allocated units' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: PreventExp | Identifies if the 'Prevent expense entry for the project' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: PreventTime | Identifies if the 'Prevent time entry for the project' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: LockContractAmt | Identifies if the 'Prevent time and expense entry after reaching contract amount' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: LockAllocatedHours | Identifies if the 'Prevent time entry after reaching allocated hours' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: ProjectClassOverVendorClass | Identifies if the 'Project class supersedes vendor class' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: BudgetedActOnly | Identifies if the 'Restrict time and expenses to budgeted activities/employees/expenses' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: BudgetedEmpOnly | Identifies if the 'Restrict time and expenses to budgeted activities/employees/expenses' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: BudgetedExpOnly | Identifies if the 'Restrict time and expenses to budgeted activities/employees/expenses' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: SendAsJointInv | Identifies if the 'Send as joint invoice' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: AutoApproveExp | Identifies if the 'Auto approve expense entries' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: CombinedGSTOnInv | Identifies if the 'Show combined GST on invoices' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: ShowRetSummaryOnInv | Identifies if the 'Show retainer summary on invoices' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: SkipAutoExpEval | Identifies if the 'Skip automatic expense entry evaluation' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: SkipAutoTimeEval | Identifies if the 'Skip automatic time entry evaluation' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: BudgetStartAndEnd | Identifies if the 'Updates to project start and end dates should apply to all budget items' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: RatesUseActivity | Identifies if the 'Use bill rates and cost rates from activity before bill rates from resource' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: UseProjMemoOnInv | Identifies if the 'Use project memo on invoices' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Rule: UseRatesByClassification | Identifies if the 'Use rates by classification' rule is applied to the Project/Phase. | ✓ | – | ✓ | ✓ | |
| Category | Income Account | Income account associated with the project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Is Deleted | Indicates whether the project or phase has been deleted. Values are True or False. | ✓ | ✓ | ✓ | ✓ | |
| Category | Active In Period | Indicates whether the project was active during the reporting month. A project is considered active if its end date falls after the reporting period or if it has time entries, expenses, invoices, or payments recorded during or after the reporting month. | – | – | ✓ | ✓ | |
| Category | Is Latest | Indicates whether the record represents the most current reporting period. Values are True or False. | – | – | ✓ | ✓ | |
| Category | Client Last Name | Last name of the client contact. | ✓ | ✓ | ✓ | ✓ | |
| Category | Client Middle Initial | Middle initial of the client contact. | ✓ | – | ✓ | ✓ | |
| Category | Client | Name of the client associated with the project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Root Project Client | Name of the client associated with the top-level project. | ✓ | ✓ | ✓ | ✓ | |
| Category | Phase Name (Level 1) | Name of the level 1 phase. For lower-level phases, displays the associated level 1 parent phase name. | ✓ | ✓ | ✓ | ✓ | |
| Category | Phase Name (Level 2) | Name of the level 2 phase. For level 3 phases, displays the associated level 2 parent phase name. | ✓ | ✓ | ✓ | ✓ | |
| Category | Phase Name (Level 3) | Name of the level 3 phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Project Name | Name of the project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Root Project Name | Name of the top-level project associated with the project hierarchy. | ✓ | ✓ | ✓ | ✓ | |
| Category | Client Memo | Notes or memo entered for the client. | ✓ | – | ✓ | ✓ | |
| Category | Project Sort Order | Numeric value used to determine the display order of phases and subphases within a project. | ✓ | ✓ | ✓ | ✓ | |
| Category | Terms | Payment terms assigned to the project. | ✓ | ✓ | ✓ | ✓ | |
| Category | Root Project % Complete | Percentage of completion entered manually for the top-level project. | ✓ | ✓ | ✓ | ✓ | |
| Category | Phase Number and Name (Level 1) | Phase number and name of the level 1 phase. For lower-level phases, displays the associated level 1 parent phase information. | ✓ | ✓ | ✓ | ✓ | |
| Category | Phase Number and Name (Level 2) | Phase number and name of the level 2 phase. For level 3 phases, displays the associated level 2 parent phase information. | ✓ | ✓ | ✓ | ✓ | |
| Category | Phase Number and Name (Level 3) | Phase number and name of the level 3 phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Class | Project class assigned to the project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Root Project Class | Project class assigned to the top-level project. | ✓ | ✓ | ✓ | ✓ | |
| Category | Project PO# | Purchase order number associated with the project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Root Project PO | Purchase order number associated with the top-level project. | ✓ | ✓ | ✓ | ✓ | |
| Category | Project Start Date | Start date assigned to the project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Root Project Start Date | Start date assigned to the top-level project. | ✓ | ✓ | ✓ | ✓ | |
| Category | State | State or province associated with the project location. | ✓ | ✓ | ✓ | ✓ | |
| Category | Client Status | Status of the client record. Values include Active and Inactive. | ✓ | ✓ | ✓ | ✓ | |
| Category | Default Project Group | The default project group of this project | ✓ | ✓ | ✓ | ✓ | |
| Category | Parent Project Display Name | The display name of the Parent Project | ✓ | ✓ | ✓ | ✓ | |
| Category | Contract Type ID | The enum value of the Contract Type field | ✓ | – | ✓ | ✓ | |
| Category | Project Status ID | The enum value of the Project Status field | ✓ | – | ✓ | ✓ | |
| Category | Project Type ID | The enum value of the Project Type field | ✓ | – | ✓ | ✓ | |
| Category | Address Line 1 | The first line of the address of this project | ✓ | ✓ | ✓ | ✓ | |
| Category | Parent Project ID | The ID of the parent project | ✓ | ✓ | ✓ | ✓ | |
| Category | Joint Invoice Template | The Joint Invoice Template assigned to this project, if any. | ✓ | ✓ | ✓ | ✓ | |
| Category | Manual Invoice Template | The Manual Invoice Template assigned to this project, if any. | ✓ | ✓ | ✓ | ✓ | |
| Category | Project ID | The Project ID associated with this project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Parent Project Name | The Project Name of the direct parent of this project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Root Project Display Name | The Root Project Display name of this project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Root Project ID | The Root Project ID of this project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Address Line 2 | The second line of the address associated with this project | ✓ | ✓ | ✓ | ✓ | |
| Category | Standard Invoice Template | The Standard Invoice Template assigned to this project, if any. | ✓ | ✓ | ✓ | ✓ | |
| Category | Parent Project UID | The unique identifier of the direct parent to this Project | ✓ | ✓ | ✓ | ✓ | |
| Category | Parent Project UID (Level 1) | The unique identifier of the Level 1 Parent Project | ✓ | – | ✓ | ✓ | |
| Category | Parent Project UID (Level 2) | The unique identifier of the Level 2 Parent Project | ✓ | – | ✓ | ✓ | |
| Category | Client Manager UID | The unique identifier of the Client Manager associated with the Client of this Project | ✓ | – | ✓ | ✓ | |
| Category | Client Fee Schedule UID | The unique identifier of the Fee Schedule of the Client associated with this Project. | ✓ | – | ✓ | ✓ | |
| Category | Fee Schedule UID | The unique identifier of the Fee Schedule of this Project | ✓ | – | ✓ | ✓ | |
| Category | Manager UID | The unique identifier of the Manager of the Project | ✓ | – | ✓ | ✓ | |
| Category | Originator UID | The unique identifier of the Originator of the Project | ✓ | – | ✓ | ✓ | |
| Category | Principal UID | The unique identifier of the Principal associated with the Project | ✓ | – | ✓ | ✓ | |
| Category | Prospect UID | The unique identifier of the Prospect associated with the Project | ✓ | – | ✓ | ✓ | |
| Category | Project Zip Code | The zip code of the project | ✓ | ✓ | ✓ | ✓ | |
| Category | Project Type | Type of project record. Values include Main and Standard. | ✓ | ✓ | ✓ | ✓ | |
| Category | Root Project Type | Type of the top-level project record. Values include Main and Standard. | ✓ | ✓ | ✓ | ✓ | |
| Category | Client UID | Unique identifier assigned to the client. | ✓ | ✓ | ✓ | ✓ | |
| Category | Project UID | Unique identifier assigned to the project or phase. | ✓ | ✓ | ✓ | ✓ | |
| Category | Root Project UID | Unique identifier assigned to the top-level project in the hierarchy. | ✓ | ✓ | ✓ | ✓ | |
| Category | Sort Sequence | Unique value used to determine the display order of projects, phases, and subphases within the project hierarchy. | ✓ | ✓ | ✓ | ✓ |