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.