UDR Data Types
The following table summarizes data types in user-defined reports. Data types also include project/shell-level and company-level business processes, and sheets. (The reports that you can create or have access to varies based on user-level permissions.) The "x" in a column indicates that the information comes from that source, not where the report is written. (Company UDRs can access project/shell data sources.)
Data Type | Project UDR | Shell UDR | Company UDR | UDR Template |
|---|---|---|---|---|
Active Task Information | x | x | x | x |
Activity Sheet | x |
|
| x |
Commitment Summary | x | x |
| x |
Company Cash Flow |
|
| x |
|
Company Cost |
|
| x |
|
Company User Information |
|
| x |
|
Cost Sheet - CBS | x | x |
| x |
Cost Transactions -CBS | x | x |
| x |
Cost Transactions MC - CBS | x | x |
|
|
Data Views | x | x | x | x |
Document Manager | x | x | x | x |
Document Manager—Company |
|
| x |
|
Funding | x |
| x | x |
Gates | x | x |
| x |
Schedule of Values | x | x | x | x |
Shell or Project Cash Flow | x | x | x | x |
Shell or Project Cost | x | x |
| x |
Shell or Project Groups | x | x |
| x |
Shell or Project Information | x | x |
| x |
Shell or Project Users | x | x |
| x |
Workflow Information | x | x | x | x |
(Business process name) | x | x | x |
|
Note: The COST SHEET - CBS data source does not support the formula columns. Use the Project/Shell Cost data source to view the formula column values.
Last Published Monday, April 14, 2025