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, asset classes, planning items, and sheets. 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 Use for Maintenance Management Only
Accounts Sheet     x    
Active Task Information x x x x  
Asset Summary Sheet     x    
Audit     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    
Equipment     x   x
Funding x   x x  
Gates x x   x  
Inventory     x   x
Inventory On-hand Detail     x   x
Item Master     x   x
Job Plan     x   x
Master PM Book     x   x
Master PM Meter Schedule     x   x
Master PM Time Schedule     x   x
Material Transaction     x   x
Partner User Information     x    
PM Book     x   x
PM Meter Schedule     x   x
PM Time Schedule     x   x
Resource Booking x     x  
Resource Manager—All Actuals     x    
Resource Manager—Allocated Roles x     x  
Resource Manager—Booked Resources x     x  
Resource Manager—Project Actuals x     x  
Resource Manager - Resources (Company)       x  
Resource Manager—Roles     x    
Resource Manager—Sheets x     x  
Service Center     x   x
Service Request     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  
Work Order     x   x
Work Order Items     x   x
Work Order Role     x   x
(Asset class name)     x    
(Business process name) x x x    
(Planning type name)     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.