Data Types for User Defined Reports (UDRs)
The following table lists the standard data types that are available for user-defined reports (UDRs), and which level you can use them on.
Use this data type: | Standard Project | Shell | Program | Company | UDR Template |
---|---|---|---|---|---|
Accounts Sheet |
|
|
| x |
|
Active Task Information | x | x |
| x | x |
Asset Summary Sheet |
|
|
| x |
|
Commitment Funding | x | x | x | x | x |
Commitment Summary | x | x |
|
| x |
Company Cash Flow |
|
|
| x |
|
Company Cost |
|
|
| x |
|
Company User Information |
|
|
| x |
|
Cost Sheet - CBS | x | x | x |
| x |
Cost Transactions -CBS | x | x | x |
| x |
Cost Transactions MC - CBS | x | x |
|
|
|
Data View | x | x | x | x | x |
Document Manager | x | x | x | x | x |
Document Manager—Company |
|
|
| x |
|
Funding | x |
| x | x | x |
Gates | x | x | x |
| x |
Partner User Information |
|
|
| x |
|
Program Cash flow |
|
| x |
|
|
Program Cost |
|
| x |
|
|
Program Schedule |
|
| x |
|
|
Resource Booking | x |
|
|
| x |
Resource Manager—All Actuals |
|
|
| x |
|
Resource Manager—Allocated Roles | x |
| x |
| x |
Resource Manager—Booked Resources | x |
| x |
| x |
Resource Manager—Project Actuals | x |
| x |
| x |
Resource Manager - Resources (Company) |
|
|
|
| x |
Resource Manager—Roles |
|
|
| x |
|
Resource Manager—Sheets | x |
| x |
| x |
Schedule of Values | x | x | x | x | x |
Shell or Project Cash Flow | x | x | x |
| x |
Shell or Project Cash Flow Summary Snapshot | x | x |
|
| x |
Shell or Project Cost | x | x | x |
| x |
Shell or Project Groups | x | x | x |
| x |
Shell or Project Information | x | x |
|
| x |
Shell or Project Users | x | x |
|
| x |
Workflow Information | x | x | x | x | x |
(Asset class name) |
|
|
| x |
|
(Business process name) | x | x |
| x |
|
(Planning type name) |
|
|
| x |
|
The following table lists the standard data types, data sources, and data elements you can use to extract the data you want for a user-defined report.
Note: This table notes the standard data sources and data elements that are included with the system. It does not include business processes, asset classes, shell types, and so on, that were designed specifically for your company. What you can extract from them for reports depends on their designs.
In This Section
Asset Summary Sheet (Company-level)
CashFlow: Summary Snapshot (Project/Shell)
Document Manager (Project/Shell)
Document Manager (Company-level)
Planning Manager Items (Project/Shell)
Planning Manager Sheets (Project/Shell)
Resource Manager: All Actuals (Company-level)
Resource Manager: Allocated Roles
Resource Manager: Booked Resources
Resource Manager: Project Actuals
Last Published Thursday, February 1, 2024