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Enhanced Reporting: Data Guide

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Table of Contents

Data Structure

Enhanced Reporting organizes data in a hierarchy structure:

  • At the bottom of the hierarchy are Fields. Fields are a single piece of information associated with a specific aspect of the data being stored. For example, if we have data about RFIs, the number, title, and due date are all fields. When added to a report, each field is shown as a column, and the data in it as rows.
  • Fields are organized into groups called Objects. The fields within one Object are all the same level of granularity (see below for more about granularity). A tool may have one or more objects associated with it. Within Enhanced Reporting, fields are grouped under the object they belong to in the column picker.
  • Objects and fields they contain are further organized into Datasets. Each Dataset includes all the objects/fields of data available to combine in one report. Data cannot be combined between datasets, however, Datasets often contain overlapping fields. When you are creating a new Enhanced Report, you start by selecting the dataset you wish to build a report from.

Available Datasets in Enhanced Reporting:

  • Financials dataset
  • Workforce Management dataset
  • RFI dataset

Types of Fields

  • Measure: A measure is a field that contains a quantitative value or numerical data. Measures are often used to perform aggregations or calculations. Examples of measures include amounts, quantities, and hours.
  • Dimension: A dimension is a type of field that provides descriptive information about the data being stored. They cannot be used in calculations. They often have values that are strings. Examples of dimension fields include user name, RFI title, commitment number, project description.
    • Hyperlinks: Some dimensions, such as name, number, title, and ID, are hyperlinked fields. Users can click on these fields to open the item in a new window. Other examples of these fields include RFI Number, Commitment Title, and Subcontractor Invoice ID.
  • Boolean: A boolean is a field that can only contain two values: true (or yes) and false (or no). Booleans are often used to represent binary data. Examples of boolean fields include the executed field on a commitment and the private field on an RFI.
  • Date and date time: Date and date time fields contain date or date time values. Examples of date fields include due date and date created. Note that in Enhanced Reporting, date fields in project level reporting use the project timezone and date fields in company level reporting use the company timezone.

Granularity and Grain

  • The Granularity of a report refers to the level of detail or specificity of the data shown in that report. For example, a report that has a low level of granularity may show information that is rolled up per project, whereas a report with a high level of granularity shows the details of that project.
  • The Grain refers to what each row in a report represents. For example, if each row shows a unique RFI, the grain of the report is RFI.
  • In Enhanced Reporting, the grain of a report changes based on the field that the user adds. For example, if the user adds the field project name, each name will be reflected on a unique row and the grain of the report will be project. If the user then adds the field RFI number (which is more granular than project), the grain will change so that each unique RFI number is its own row, and the grain of the report is RFI.
  • Note that in Enhanced Reporting, the grain of a report only changes when a non-measure field is added. If a measure is added to a report, the grain won’t change and the measure will be aggregated to the level of granularity shown in the report. For example, the screenshot shows a report where the grain is project (because the field project name has been added) with the field original commitment amount. Because original commitment amount is a measure, it is aggregated (summed) by project.

Joins

  • The objects in Enhanced Reporting have relationships to one another. For example, RFIs are created on a project. Commitment line items are contained within a commitment and have a budget code. Users belong to a company. All of these relationships are called joins.
  • Joins allow users to pull in all fields related to joined objects. For example, Company joins to Commitment, reflecting the company that will complete the contract. Instead of the Commitment having a field called Company, Company is an object that joins to Commitments, and allows a user to pull in all information related to that company.
  • When fields from two or more objects that are joined are combined in a report, those fields will appear in the same row. For example, the report below shows project name, commitment number, commitment line item amount, and budget code all in the same row because these four objects are joined.
  • Objects can be directly joined, as in the case of commitments and commitment line items, or they can be joined through other objects. For example, a commitment is joined to budget code through the commitment line item object. In a report, to see data appear in the same row, fields from the objects that are directly joined must be added. The first example below shows a report with budget code and commitment name. They do not appear in the same row because no fields from the object they join through (commitment line item) have been added to the report. The second example shows the report with commitment line item, where all three objects appear in the same row. Notice that the granularity of the report is still the commitment, even though I have added a field from the commitment line item, because the field from the line item is a measure and thus does not change the granularity of the report.

Objects in the Financial Dataset

Not all objects are available to all companies. See below for what objects are in the dataset and who they are available to. Not all users see all objects in a company, please see permissions for more information on how a user’s tool permissions impact what objects are available to them in the dataset.

Area Object Available to
Core Company (Vendor) All Companies
Project
Budget Budget Change All Companies
Budget Change Adjustment Line Item
Budget Line Item
Monitored Resource
Budget Code Budget Code All Companies
Change Events Change Event All Companies
Change Event Line Item
Request for Quote
Request for Quote Quote
Request for Quote Response
Commitments Commitment All Companies
Commitment Line Item
Commitment Change Orders Commitment Change Order All Companies
Commitment Change Order Line Item
Commitment Potential Change Order Companies/projects using two or more tiers of commitment change order
Commitment Potential Change Order Request
Direct Costs Direct Cost All Companies
Direct Cost Line Items
Directory Company Global Inusrance All Companies
Company Project Insurance
Docusign Docusign Fields are Available in Multiple Objects1 Companies with Docusign Integration
ERP ERP Job Costs Summary Companies with an ERP Integration
ERP Status Fields are Available in Multiple Objects2
Owner Invoices Owner Invoice Companies with access to Invoicing
Owner Invoices
Payments Lien Waiver Companies with access to Payments
Manual Hold
Payment Issued
Payment Requirement
Prime Contracts Prime Contract All Companies
Prime Contract Line Items
Prime Contract Change Orders Prime Contract Change Order All Companies
Prime Contract Potential Change Order Companies/projects using two or more tiers of prime contract change orders
Prime Contract Change Order Request
Prime Contract Change Order Line Item All Companies
Prime Contract Change Order Markup
Subcontractor Invoices Subcontractor Invoice Companies with access to Invoicing
Subcontractor Invoice Line Items

1Docusign fields are available in the commitment, commitment change order, commitment change order request, commitment potential change order, owner invoice, prime contract, prime contract change order, prime contract change order request, prime contract potential change order, and subcontractor invoice objects.
2ERP status fields are available in the budget change, commitment, commitment change order, Company, Prime contract, Prime contract change order, Project, and Subcontractor invoice objects.

How are objects in the Dataset Joined?

Objects that have a relationship are linked by a join. When two objects in Enhanced Reporting are joined, they appear in the same row in a report. For example, a commitment change order is joined to a commitment, and they will appear in the same row. Sometimes, two objects aren’t directly joined, but are joined through a third object. In this case, a field from that third object must be added to a report to show the connection between the first two. For example, a Commitment and a Budget Code do not have a direct relationship, but if a field from Commitment Line Item - which does have a direct relationship with both - is added to a report, all three objects will appear in the same line.

The table below shows the joins of the objects in the dataset. To determine if two objects are joined, search for one across the top and the other on the side. The cell that corresponds to the column and row of the objects tells you if they are joined.

  • If the cell shows “Join”, the objects are joined directly and fields from these objects will appear in the same row.
  • If the cell shows “Join (through third object name),” the objects are indirectly joined through a third object. A field from that third object must be added to the report to see the data in the same row.
  • If the cell shows “No join,” the objects do not have a relationship and data will not appear in the same row (the exception to this is if only measures from these objects have been added to the report).

Join Table

Legend

  Join

  Join through numbered object

* Join through any line item object

** Join through any line item object except Budget

  1. Budget Change
  2. Budget Change Adjustment Line Item
  3. Budget Code
  4. Budget Line Item
  5. Budget Modification
  6. Change Event
  7. Change Event Line Item
  8. Commitment
  9. Commitment Change Order
  10. Commitment Change Order Line Item
  11. Commitment Change Order Markup
  12. Commitment Change Order Request
  13. Commitment Line Item
  14. Commitment Potential Change Order
  15. Company (Vendor)
  16. Company Global Insurance
  17. Company Project Insurance
  18. Direct Cost
  19. Direct Cost Line Item
  20. ERP Job Costs Summary
  21. Lien Waiver
  22. Manual Hold
  23. Monitored Resource
  24. Owner Invoice
  25. Owner Invoice Line Item
  26. Payment Issued
  27. Payment Requirement
  28. Prime Contract
  29. Prime Contract Change Order
  30. Prime Contract Change Order Line Item
  31. Prime Contract Change Order Markup
  32. Prime Contract Change Order Request
  33. Prime Contract Line Item
  34. Prime Contract Potential Change Order
  35. Project
  36. Project Roles
  37. Request for Quote
  38. Request For Quote Quote
  39. Request for Quote Response
  40. Subcontractor Invoice
  41. Subcontractor Invoice Line Item
 
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3 2 7 13 10 10 10 ** 19 25 33 30 30 30 * 41
4 2 7 13 10 10 10 19 25 33 30 30 30 41
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6 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7
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8 13 13 7 7 7 7 7 7
9 10 10 7 7 7 7 7 7 41
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13 41
14 10 10 7 7 7 7 7 7 41
15 ** 7 7 7 7
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28 33 33 7 7 7 7
29 30 30 7 7 7 7 7 25
30 7 7 7 7 7 25
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32 30 30 7 7 7 7 7 25
33 25
34 30 30 7 7 7 7 7 25
35 *
36
37 7 7
38 7 7
39 7 7
40 41 41 41 41 41 41 41
41

 

Objects in the Workforce Management Dataset

Not all objects are available to all companies. See below for what objects are in the dataset and who they are available to. Not all users see all objects in a company, please see permissions for more information on how a user’s tool permissions impact what objects are available to them in the dataset.

Area Object Available to
Core Company (Vendor) All Companies
Crew Companies with access to Workforce Management
Employee All Companies
Project
Budget Budget Change Companies with access to Financials
Budget Change Adjustment Line Item
Budget Line Item All Companies
Budget Code Budget Code All Companies
Change Events Change Event Companies with access to Financials
Change Event Line Item
Commitments Commitment Companies with access to Financials
Commitment Line Item
Commitment Change Orders Commitment Change Order Companies with access to Financials
Commitment Change Order Line Item
Commitment Potential Change Order
Commitment Potential Change Order Request
Commitment Change Order Markup
Direct Costs Direct Cost Companies with access to Financials
Direct Cost Line Items
Prime Contracts Prime Contract Companies with access to Financials
Prime Contract Line Items
Prime Contract Change Orders Prime Contract Change Order Companies with access to Financials
Prime Contract Potential Change Order
Prime Contract Change Order Request
Prime Contract Change Order Line Item
Prime Contract Change Order Markup
Production Quantities Actual Production Quantity Companies with access to Workforce Management or Financials
Budgeted production Quantity
Change Event Production Quantity Companies with access to Financials
Prime Contract Change Order Production Quantity
T&M Tickets T&M Ticket Companies with access to Workforce Management or T&M Tickets
T&M Ticket Equipment
T&M Ticket Labor
T&M Ticket Material
T&M Ticket Subcontractor
Timecard Entry Timecard Entry Companies with access to Workforce Management

How are objects in the Dataset Joined?

Objects that have a relationship are linked by a join. When two objects in Enhanced Reporting are joined, they appear in the same row in a report. For example, a commitment change order is joined to a commitment, and they will appear in the same row. Sometimes, two objects aren’t directly joined, but are joined through a third object. In this case, a field from that third object must be added to a report to show the connection between the first two. For example, a Commitment and a Budget Code do not have a direct relationship, but if a field from Commitment Line Item - which does have a direct relationship with both - is added to a report, all three objects will appear in the same line.

The table below shows the joins of the objects in the dataset. To determine if two objects are joined, search for one across the top and the other on the side. The cell that corresponds to the column and row of the objects tells you if they are joined.

  • If the cell shows “Join”, the objects are joined directly and fields from these objects will appear in the same row.
  • If the cell shows “Join (through third object name),” the objects are indirectly joined through a third object. A field from that third object must be added to the report to see the data in the same row.
  • If the cell shows “No join,” the objects do not have a relationship and data will not appear in the same row (the exception to this is if only measures from these objects have been added to the report).

Join Table

Legend

  Join

  Join through numbered object

* Join through any line item object

** Join through any line item object except Budget

  1. Actual Production Quantity
  2. Budget Code
  3. Budget Line Item
  4. Budgeted Production Quantity
  5. Change Event
  6. Change Event Line Item
  7. Change Event Production Quantity
  8. Commitment
  9. Commitment Change Order
  10. Commitment Change Order Line Item
  11. Commitment Change Order Markup
  12. Commitment Change Order Request
  13. Commitment Line Item
  14. Commitment Potential Change Order
  15. Company (Vendor)
  16. Crew
  17. Direct Cost
  18. Direct Cost Line Item
  19. Employee
  20. Prime Contract
  21. Prime Contract Change Order
  22. Prime Contract Change Order Line Item
  23. Prime Contract Change Order Markup
  24. Prime Contract Change Order Production Quantity
  25. Prime Contract Change Order Request
  26. Prime Contract Line Item
  27. Prime Contract Potential Change Order
  28. Project
  29. Project Roles
  30. T&M Ticket
  31. T&M Ticket Equipment
  32. T&M Ticket Labor
  33. T&M Ticket Material
  34. T&M Ticket Subcontractors
  35. Timecard Entry
 
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1                                                                      
2         6     13 10         10 **   18     26 22       22   22 *              
3                                                                      
4                                                                      
5   6           6 6 6   6   6 6           6 6     6   6                
6                                                                      
7                                                                      
8   13     6                             6 6 6     6   6                
9   10     6                             6 6 6     6   6                
10         6                                                            
11                                                                      
12         6                             6 6 6     6   6                
13                                                                      
14   10     6                             6 6 6     6   6                
15   **     6                                                     30      
16                                                                      
17   18                                                                  
18                                                                      
19                                                                      
20   26           6 6     6   6                                          
21   22     6     6 6     6   6                                          
22         6     6 6     6   6                                          
23                                                                      
24                                                                      
25   22     6     6 6     6   6                                          
26                                                                      
27   22     6     6 6     6   6                                          
28   *                                                                  
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35                                                                      

Objects in the Project Management - RFI Dataset

Not all objects are available to all companies. See below for what objects are in the dataset and who they are available to. Not all users see all objects in a company, please see permissions for more information on how a user’s tool permissions impact what objects are available to them.

Area Object Available to
Change Events Change Event Companies with access to Financials
Change Event Line Item
Instructions Instruction Companies with access to Instructions
Core Location All Companies
Project
RFI RFI Companies with access to RFIs
RFI Assignee
RFI Distribution List
RFI Response
Specifications Specification Section Companies with access to Specifications

How are objects in the Dataset Joined?

Objects that have a relationship are linked by a join. When two objects in Enhanced Reporting are joined, they appear in the same row in a report. For example, a commitment change order is joined to a commitment, and they will appear in the same row. Sometimes, two objects aren’t directly joined, but are joined through a third object. In this case, a field from that third object must be added to a report to show the connection between the first two. For example, a Commitment and a Budget Code do not have a direct relationship, but if a field from Commitment Line Item - which does have a direct relationship with both - is added to a report, all three objects will appear in the same line.

The table below shows the joins of the objects in the dataset. To determine if two objects are joined, search for one across the top and the other on the side. The cell that corresponds to the column and row of the objects tells you if they are joined.

  • If the cell shows “Join”, the objects are joined directly and fields from these objects will appear in the same row.
  • If the cell shows “Join (through third object name),” the objects are indirectly joined through a third object. A field from that third object must be added to the report to see the data in the same row.
  • If the cell shows “No join,” the objects do not have a relationship and data will not appear in the same row (the exception to this is if only measures from these objects have been added to the report).

Join Table

Legend

  Join

  Join through numbered object

* Join through any line item object

** Join through any line item object except Budget

  1. Change Event
  2. Change Event Line Item
  3. Locations
  4. Project
  5. RFI
  6. RFI Assignee
  7. RFI Distribution List
  8. RFI Response
  9. Specification Section
 
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