Overview of the Advanced Analytics Data Model

Dashboards and widgets are built on top of Forecast's data model, which contains relevant entities and fields that are available in your Forecast account. In order to create a widget, it is necessary to select at least one of the available fields from the Forecast Data model.

Overview of the data model

All these entities, also known as datasets, are connected behind the scenes so you do not have to specify the relations manually. This article provides an overview of all the fields available and their definitions.  See Adding and Managing your Advanced Analytics Widgets to learn more on how to create widgets.

 

Company

Field	Type	Definition
Billable Utilization Target	numeric	The company target for billable utilization, as configured in the Admin panel.
Currency	text	Company currency as configured in the Admin Panel.

 

Connected Project

Field	Type	Definition
Connected Project ID	numerical	The id assigned to a connected project.
Connected Project Name	text	The name of a connected project.

 

Currency_symbols

Field	Type	Definition
Currency Name	text	Name for the applicable currency.
Currency Symbol	text	The symbol for the applicable currency.

 

Current Project Rates

Field	Type	Definition
Current Project Rates	numerical	The current rates from a project's assigned rate card.

 

Date

Field	Type	Definition
Date	date	To show the related date.
Date_int	numeric	The related date, displayed as a numerical string.
Is Future Date	text	Determines if the date is a future date.
Is Weekday	text	Determines if the date is a weekday.

 

Expense

Field	Type	Definition
Approved	text	Determines if the expense is approved.
Billable	text	Determines if the expense is billable.
Expense name	text	The name of the expense.
Markup Percentage	numerical	The markup percentage of the expense.
Quantity	numerical	The quantity of the expense.
Unit Cost	numerical	The cost of the unit.
Unit Cost Company CCY	numerical	The unit cost displayed in company currency.
Unit Price	numerical	The price of the unit.
Unit Price Company CCY	numerical	The unit price displayed in company currency.

 

Expense category

Field	Type	Definition
Expense Category Name	text	The name of the expense category.

 

Internal Time Category

Field	Type	Definition
Internal Time Category Name	text	The name of the internal time category.

 

Invoice

Field	Type	Definition
Invoice Currency	text	The currency of the invoice.
Invoice Date	date	The date of the invoice.
Invoice Due Date	date	The due date of the invoice.
Invoice Entry Description	text	The description of an invoice entry.
Invoice Entry Discount	numerical	The discount on an invoice entry.
Invoice Entry Price	numeric	The price of an invoice entry.
Invoice Entry Quantity	numeric	The quantity of an invoice entry.
Invoice Entry Tax	numeric	The tax applied to an invoice entry.
Invoice Unit Entry Price	numeric	The unit price of an invoice entry.
Invoice Name	text	The name of an invoice.
Invoice Notes	text	The notes within an invoice.
Invoice Reference	text	The number of an invoice, i.e. INV-123.

 

Person

Field	Type	Definition
Department	text	The department a person is assigned, defined in the team member profile.
Is Active	text	Indicates if a team member profile is active.
Is Virtual	text	Indicates if a team member is a virtual user.
Person End Date	date	The end date listed in a team member profile.
Person Name	text	The name of a team member.
Person Role	text	The Main Role of a Team Member.
Person Start Date	date	The start date listed in a team member profile.

 

Person Label

Field	Type	Definition
Person Label Name	text	The name of a label assigned to a team member profile.

 

Person Skill

Field	Type	Definition
Person Skill Name	text	The name of a skill assigned to a team member profile.

 

Phase

Field	Type	Definition
Phase End Date	date	The end date assigned to a phase.
Phase Name	text	The name of a phase.
Phase Start Date	date	The start date assigned to a phase.

 

Placeholders

Field	Type	Definition
Placeholder Plan Billable Minutes	numeric	The amount of planned billable time assigned to a placeholder.
Placeholder Plan Non-Billable Minutes	numeric	The amount of planned, non-billable time assigned to a placeholder.
Placeholder Plan Total Minutes	numeric	The total planned time assigned to a placeholder.

 

Program

Field	Type	Definition
Program Budget Type	text	The budget type assigned to a program.
Program Client Name	text	The client assigned to a program.
Program End Date	date	The end date assigned to a program.
Program Name	text	The name of a program.
Program Prefix	text	The prefix of a program.
Program Stage	text	The current stage of a program.
Program Start Date	date	The start date assigned to a program.
Program Status	text	The status of a program.

 

Project

Field	Type	Definition
Client Country	text	The country associated with the client assigned to the project.
Client Name	text	The name of the client assigned to the project.
Client Notes	text	The notes within the profile of the client assigned to the project.
Project Baseline Enabled	text	Determines if baseline is enabled on the project.
Project Budget Type	text	The project's budget, T&M, Fixed Price, Retainer or Non-billable.
Project Color	text	The project's color.
Project Currency	text	The currency of the project.
Project Currency Exchange Rate	text	The conversion rate for the currency assigned to the project, as defined in the Admin panel.
Project Description	text	The description of the project.
Project End Date	date	The end date assigned to the project.
Project Estimation Unit	text	The estimation units selected for the project, either hours or story points.
Project Fixed Price	numeric	The fixed price of the project.
Project Id	text	The unique Forecast ID of the project.
Project Labels	text	A comma separated text value of all labels assigned to a project.
Project Minutes Per Story Point	numeric	The conversion rate for story points to hours as defined in a project's settings.
Project Name	text	The name of the project.
Project Sprints Enabled	text	Determines if sprints are enabled on a project.
Project Stage	text	The current stage of a project.
Project Start Date	date	The start date assigned to a project.
Project Status Color	text	The color of a project's status, i.e. Red, Amber, Green.
Project Win Chance	numeric	The win probability assigned to an Opportunity stage project.
Rate Card Name	text	The name of the rate card assigned to a project.

 

Project Cost

Field	Type	Definition
Date	date	The date associated with a project's cost.
Project Actual Cost	numeric	The actual cost of time and expenses to date of a project.
Project Baseline Cost	numeric	The baseline cost of time and expenses of a project.
Project Plan Cost	numeric	The planned cost of time and expenses on a project.
Project Remaining Cost	numeric	The remaining cost of time and expenses to complete on a project.

 

Project Label

Field	Type	Definition
Project Label	text	The labels assigned to a project.

 

Project Owner

Field	Type	Definition
Project Owner Name	text	The name of the project owner assigned to a project.

 

Project Revenue

Field	Type	Definition
Date	date	The date associated with a project's revenue.
Project Actual Locked Revenue Recognition	numeric	Revenue recognized from actual time registrations in locked months.
Project Actual Open Revenue Recognition	numeric	Revenue recognized from actual time registrations in open months.
Project Actual Revenue	numeric	Actual billable time and expenses spent to date.
Project Actual Revenue Recognized to date	numeric	Actual revenue value recognized to date.
Project Baseline Revenue	numeric	Revenue from a project's Baseline estimates and expenses.
Project Fixed Price Company CCY	numeric	The project's Fixed Price in company currency.
Project Forecast Revenue to be Recognized	numeric	Forecasted revenue value to be recognized.
Project Invoiced	numeric	The billable time and expenses invoiced to date.
Project Paid	numeric	A project's invoiced amounts that have been paid.
Project Plan Revenue	numeric	Planned billable time and expenses in a project's Scoping.
Project Remaining Revenue	numeric	The remaining billable time and expenses to complete.
Project Retainer Period Rollover Price	numeric	Net rollover of price for a period: price rolled over to the period minus price rolled over from the period.
Project Retainer Period Target Price	numeric	The target price of a period.

 

Project Time

Field	Type	Definition
Date	date	The date associated with the project time.
Project Allocation Minutes	numeric	All minutes allocated to a project.
Project Approved Scope Minutes	numeric	The total estimate of all approved tasks in a project.
Project Baseline Minutes	numeric	The total minutes defined in a project's Baseline.
Project Minutes Registered	numeric	The total minutes registered on a project.
Project Remaining Minutes	numeric	The total of all remaining minutes on a project.
Project Retainer Period Target Minutes	numeric	The period target in minutes.
Project Retainer Period Rollover Minutes	numeric	Net rollover of time in minutes: minutes rolled over to the period minus minutes rolled over from the period.
Project Total Scope Minutes	numeric	The total estimated minutes on a project.

 

Resource Utilization

Field	Type	Definition
Date	date	The date associated to the resource utilization.
Person Actual Billable Time Minutes	numeric	The total Billable time registered in the past for a team member.
Person Actual Internal Time Minutes	numeric	The total Internal time registered in the past for a team member.
Person Actual Non-Billable Time Minutes	numeric	The total Non-Billable time registered in the past for a team member.
Person Actual Total Time Minutes	numeric	The total time registered for a team member.
Person Plan Billable Minutes	numeric	The total planned Billable time for a team member.
Person Plan Internal Minutes	numeric	The total planned Internal time for a team member.
Person Plan Non-Billable Minutes	numeric	The total planned Non-Billable time for a team member.
Person Plan Total Minutes	numeric	The total planned time for a team member.
Person Remaining Billable Minutes	numeric	All future planned Billable time for a team member.
Person Remaining Internal Minutes	numeric	All future planned Internal time for a team member.
Person Remaining Non-Billable Minutes	numeric	All future planned Non-Billable time for a team member.
Person Remaining Total Minutes	numeric	All future planned time for a team member.
Person Tasks Estimated Billable Minutes	numeric	All estimated Billable time on tasks for a team member.
Person Tasks Estimated Non-Billable Minutes	numeric	All estimated Non-Billable time on tasks for a team member.
Person Estimated Total Minutes	numeric	All estimated time on tasks for a team member.
Person Tasks Remaining Billable Minutes	numeric	All future estimated Billable time on tasks for a team member.
Person Tasks Remaining Non-Billable Minutes	numeric	All future estimated Non-Billable time on tasks for a person.
Person Tasks Remaining Total Minutes	numeric	All future estimated time on tasks for a team member.
Person Time Off Minutes	numeric	All time off for a person.
Person Working Time Minutes	numeric	The working time assigned to team member, as defined in the team member profile.

 

Retainer Period

Field	Type	Definition
Retainer Period End Date	date	The end date assigned to a retainer period.
Retainer Period Name	text	The name of a retainer period.
Retainer Period Start Date	date	The start date assigned to a retainer period.

 

Role

Field	Type	Definition
Role Name	text	The project role.

 

Role Rate

Field	Type	Definition
Role Default Rate	numeric	The default rate for a role as defined in the company's Default Rate Card.

 

Task

Field	Type	Definition
Approved	text	Determines if the task has been approved.
Billable	text	Determines if the task is billable.
Blocked	text	Determines if the task is marked as blocked.
Bug	text	Determines if the task is marked as a bug.
High Priority	text	Determines if the task is marked as high priority.
Is Done	boolean	Determines if the task is marked as done, returns 0 for "No" and 1 for "Yes".
Sprint End Date	date	The end date assigned to a sprint.
Sprint Name	text	The name of a sprint.
Sprint Start Date	date	The start date assigned to a sprint.
Task Assignees	text	Comma separated list of all team members assigned to a task.
Task Created Date	date	The date when a task was created.
Task Deadline Date	date	The end date assigned to the task.
Task Done Date	date	The date the task was updated to Done.
Task Id	text	The id of the task, i.e. T133
Task Name	text	The name of a task.
Task Role	text	The role assigned to a task.
Task Start Date	date	The start date assigned to a task.
Top Level Task Id	text	The id of of the parent task, if the task is a subtask.
Top Level Task Name	text	The name of the parent task, if the task is a subtask.
Workflow Status	text	The name of the workflow column a task appears in in Task Board.
Workflow Status Category	text	The name of the category the workflow status belongs to, i.e. To-Do, In Progress or Done.

 

Task Label

Field	Type	Definition
Task Label	text	The name of labels assigned to a task.

 

Team

Field	Type	Definition
Team Name	text	The name of a team.

 

Time off category

Field	Type	Definition
Time Off Category Name	text	The names of time off categories associated with time registrations.

 

Time Registration

Field	Type	Definition
Approved	text	Determines if the time registration is approved.
Billable	text	Determines if the time registration is billable.
Billable Minutes Registered	numeric	Total billable minutes registered by a team member.
Date	date	The date associated with the time registration.
Invoiced	text	Determines if the time registration has been invoiced.
Minutes Registered	numeric	Total minutes registered by a team member.
Notes	text	Notes entered on a time registration.

 

Time Registration Cost

Field	Type	Definition
Time Registration Cost	numeric	The cost of a time registration calculated by the team member's internal hourly cost and the date of the time registration.

 

Time Registration Rate

Field	Type	Definition
Time Registration Rate	numeric	The rate associated with a time registration based on the project's rate card, the team member's project role and the date of the time registration.