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360 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
  • Project Execution

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.

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
Contract Compliance Attachment Count Companies with access to Payments
  Date Updated
  Effective At
  Expires At
  ID
  Name
  Notes
  Send Expiration Notification
  Status
  Type
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 the 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 Contract Compliance Companies with access to Payments
Lien Waiver
Manual Hold
Payment Issued
Payment Requirement
Payments Beneficiary

Coming Soon  Sub-Tier

Coming Soon  Sub-Tier Waiver
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, an Inspection and an Action Plan Item do not have a direct relationship, but a field from an Action Plan Line Item Record that does have a direct relationship with both will be 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
  42. Contract Compliance
  43. Payment Beneficiary
  44. Sub-Tier
  45. Sub-Tier Waiver
 
 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45
1     2 2                                                                                  
2                                                                                          
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          
5                                                                                          
6     7 7       7 7 7   7   7 7                           7 7   7   7     7 7 7            
7                                                                                          
8     13 13   7                                           7 7 7   7   7                      
9     10 10   7                                           7 7 7   7   7           41          
10           7                                                                   41          
11                                                                                          
12     10 10   7                                           7 7 7   7   7           41          
13                                                                               41          
14     10 10   7                                           7 7 7   7   7           41          
15     **     7                                                             7 7 7            
16                                                                                          
17                                                                                          
18     19 19                                                                                  
19                                                                                          
20                                                                                          
21                                                                                          
22                                                                                          
23                                                                                          
24     25 25                                                 25 25   25 25 25                      
25                                                                                          
26                                                                                          
27                                                                                          
28     33 33       7 7     7   7                                                              
29     30 30   7   7 7     7   7                   25                                          
30           7   7 7     7   7                   25                                          
31                                                                                          
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                                                                                          
42                                                                                          
43                                                                                          
44                                                                                          
45                                                                                          

 

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, an Inspection and an Action Plan Item do not have a direct relationship, but a field from an Action Plan Line Item Record that does have a direct relationship with both will be 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
 
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
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   *                                                                  
29                                                                      
30                                                                      
31                                                                      
32                             30                                        
33                                                                      
34                                                                      
35                                                                      

Objects in the Project Execution 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
Correspondence Correspondence Companies with access to Correspondence
Correspondence Assignee
Correspondence Distribution List
Correspondence Response
Drawing Drawing Revision Companies with access to Drawings
Drawing Markup Link
Incident Incident Companies with access to Incidents
Incident Distribution Member
Incident Record
Incident Injury Body Part
Incident Action
Incident Alert
Inspection Inspection Companies with access to Inspections
Inspection Assignee
Inspection Distribution List
Inspection Item
Inspection Item Activity

Inspection Item Comment
Inspection Item Reference
Inspection Item Signature Request
Inspection Schedule
Inspection Schedule Assignee
Inspection Schedule Distribution List
Inspection Signature Request
Instructions Instruction Companies with access to Instructions
Core Location All Companies
Project
Meeting Meeting Companies with access to Meetings
Meeting Item
Meeting Attendee
Meeting Item Assignee
Observation Observation Companies with access to Observations
Observation Activity
Observation Distribution Member
Photo Photo Companies with access to Photos
Punch List Punch Item Companies with access to Punch List
Punch Item Assignee
Punch Item Ball in Court
Punch Item Distribution Member
Punch Item Comments
RFI RFI Companies with access to RFIs
RFI Assignee
RFI Distribution List
RFI Response
Schedule Schedule Lookahead Companies with access to Schedule
Schedule Lookahead Task
Schedule Task
Schedule Task Request
Schedule Calendar Item
Specifications Specification Section Companies with access to Specifications
Submittal Submittal Companies with access to Submittals
Submittal Approver
Submittal Ball in Court
Submittal Distribution List
Task Task Companies with access to Tasks
Task Activity
Task assignee

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 Correspondence is joined to an RFI, therefore 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, an Inspection and an Action Plan Item do not have a direct relationship, but a field from an Action Plan Line Item Record that does have a direct relationship with both will be 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 numbered object,” 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

  1. Action Plan
  2. Action Plan Approver
  3. Action Plan Line Item
  4. Action Plan Line Item Assignee
  5. Action Plan Line Item Record
  6. Action Plan Line Item Record Request
  7. Action Play Line Item Reference
  8. Action Plan Receiver
  9. Change Event
  10. Change Event Line Item
  11. Commitment
  12. Commitment Line Item
  13. Coordination Issue
  14. Correspondence
  15. Correspondence Assignee
  16. Correspondence Distribution List
  17. Correspondence Response
  18. Daily Log Accident
  19. Daily Log Completion
  20. Daily Log Construction Report
  21. Daily Log Delay
  22. Daily Log Delivery
  23. Daily Log Dumpster
  24. Daily Log Equipment
  25. Daily Log Inspection
  26. Daily Log Manpower
  27. Daily Log Note
  28. Daily Log Observed Weather Condition
  29. Daily Log Phone Call
  30. Daily Log Plan Revision
  31. Daily Log Productivity
  32. Daily Log Quantity
  33. Daily Log Safety Violation
  34. Daily Log Scheduled Work
  35. Daily Log Scheduled Work Task
  36. Daily Log Visitor
  37. Daily Log Waste
  38. Drawing Markup
  39. Drawing Revision
  40. Form
  41. Incident
  42. Incident Action
  43. Incident Alert
  44. Incident Distribution Member
  45. Incident Injury Body Part
  46. Incident Record
  47. Incident Witness Statement
  48. Inspection
  49. Inspection Assignee
  50. Inspection Distribution List
  51. Inspection Item
  52. Inspection Item Activity
  53. Inspection Item Comment
  54. Inspection Schedule
  55. Inspection Schedule Assignee
  56. Inspection Schedule Distribution List
  57. Inspection Signature Request
  58. Instruction
  59. Location
  60. Meeting
  61. Meeting Attendee
  62. Meeting Item
  63. Meeting Item Assignee
  64. Observation
  65. Observation Activity
  66. Observation Distribution Member
  67. Photo
  68. Project
  69. Punch Item
  70. Punch Item Assignee
  71. Punch Item Ball in Court
  72. Punch Item Comment
  73. Punch Item Distribution Member
  74. RFI
  75. RFI Assignee
  76. RFI Distribution List
  77. RFI Response
  78. Schedule Calendar Item
  79. Schedule Lookahead
  80. Schedule Lookahead Task
  81. Schedule Task
  82. Schedule Task Request
  83. Specification Section
  84. Submittal
  85. Submittal Approver
  86. Submittal Ball in Court
  87. Submittal Distribution List
  88. Task
  89. Task Activity
  90. Task Assignee
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1              5,7                         75,7       5           5,7   5,7  5               75,7      
2                                                                                          
3             5,7                        75,7  64      5           5,7    5,7  5               7 5,7      
4                                                                                          
5                                                                                          
6             5                         5       5           5    5  5                5       
7                                                                                          
8                                                                                          
9                                                                                          
10                                                                                          
11                              12                                                           
12                                                                                          
13                                      38                                                   
14 5,7 5,7  5                                38                                            81      
15                                                                                          
16                                                                                          
17                                                                                          
18                                                                                          
19                                                                                          
20                                                                                          
21                                                                                          
22                                                                                          
23                                                                                          
24                                                                                          
25                                                                                          
26                                                                                          
27                                                                                          
28                                                                                          
29                                                                                          
30                                                                                          
31          12                                                                               
32                                                                                          
33                                                                                          
34                                                                                          
35                                                                                          
36                                                                                          
37                                                                                          
38                                                                                          
39 7 7         3838                                 38                38  38 38    38        38      
405,7 5,7  5                                                                                    
41                                                                                          
42   64                                               64                                       
43                                                                                          
44                                                                                          
45                                                                                          
46                                                                                         
47                                                                                          
485  5  5                                38                                                  
49                                                                                         
50                                                                                          
51                                         64                                                
52                                                                                          
53                                                                                          
54                                                                                          
55                                                                                         
56                                                                                          
57                                                                                          
58                                                                                        
59                                                                                          
605,7 5,7   5                                                                                     
61                                                                                          
62                                                                                          
63                                                                                          
645,7 5,7  5                                 38                                                   
65                                                                                          
66                                                                                          
675 5  5                                38                                                   
68                                                                                          
69                                      38                                                   
70                                                                                          
71                                                                                          
72                                                                                          
73                                                                                          
74                                      38                                                   
75                                                                                          
76                                                                                          
77                                                                                          
78                                                                                          
79                                                                                80         
80                                                                                          
81                                                                              80           
82                                                                                          
837 7                                                                                       
845,7 5,7  5        81                        38                                                   
85                                                                                          
86                                                                                          
87                                                                                          
88                                                                                          
89                                                                                          
90