360 Reporting: Data Guide

Financials

The Financials dataset provides a comprehensive set of objects for reporting on every aspect of your project's financial lifecycle. Use this dataset to create custom reports.

To learn how permissions impact which objects are available to users in a report, see How do 360 report permissions work?
To learn about the different types of join relationships, see How do I use joins to connect data in 360 Reports?

Summary of Join Relationships

Object	Direct Joins	Joins through Named Objects in Bold	Joins through any Line Item Object	Joins through any Line Item Object except Budget
Budget Change	Budget Change Adjustment Line Item Project	Budget Change Adjustment Line Item: Budget Code, Budget Line Item	None	None
Budget Change Adjustment Line Item	Budget Change Budget Code Budget Line Item Project	None	None	None
Budget Code	Budget Change Adjustment Line Item Budget Line Item Budget Modification Change Event Line Item Commitment Change Order Line Item Commitment Line Item Direct Cost Line Item ERP Job Costs Summary Monitored Resource Owner Invoice Line Item Prime Contract Change Order Line Item Prime Contract Change Order Markup Prime Contract Line Item Subcontractor Invoice Line Item Subcontractor SOV	Budget Change Adjustment Line Item: Budget Change Change Event Line Item: Change Event Commitment Change Order Line Item: Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order Commitment Line Item: Commitment Direct Cost Line Item: Direct Cost Owner Invoice Line Item: Owner Invoice Prime Contract Change Order Line Item: Prime Contract Change Order, Prime Contract Change Order Request, Prime Contract Potential Change Order Prime Contract Line Item: Prime Contract Subcontractor Invoice Line Item: Subcontractor Invoice	Project	Company (Vendor)
Budget Line Item	Budget Change Adjustment Line Item Budget Code Budget Modification Change Event Line Item Commitment Change Order Line Item Commitment Line Item Direct Cost Line Item Monitored Resource Owner Invoice Line Item Prime Contract Change Order Line Item Prime Contract Line Item Project Subcontractor Invoice Line Item	Budget Change Adjustment Line Item: Budget Change Change Event Line Item: Change Event, Commitment Change Order Line Item: Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order Commitment Line Item: Commitment Direct Cost Line Item: Direct Cost Owner Invoice Line Item: Owner Invoice Prime Contract Change Order Line Item: Prime Contract Change Order, Prime Contract Change Order Request, Prime Contract Potential Change Order Prime Contract Line Item: Prime Contract Subcontractor Invoice Line Item: Subcontractor Invoice	None	None
Budget Modification	Budget Code Budget Line Item	None	None	None
Change Event	Change Event Line Item Prime Contract Prime Contract Change Order Markup Project	Change Event Line Item: Budget Code, Budget Line Item, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Potential Change Order, Company (Vendor), Prime Contract Change Order, Prime Contract Change Order Request, Prime Contract Potential Change Order, Request for Quote, Request for Quote Quote, Request for Quote Response	None	None
Change Event Line Item	Budget Code Budget Line Item Change Event Commitment Commitment Change Order Commitment Change Order Line Item Commitment Change Order Request Commitment Potential Change Order Company (Vendor) Prime Contract Prime Contract Change Order Prime Contract Change Order Line Item Prime Contract Change Order Request Prime Contract Potential Change Order Project Request for Quote Request for Quote Quote Request for Quote Response	None	None	None
Commitment	Change Event Line Item Commitment Change Order Commitment Change Order Line Item Commitment Change Order Markup Commitment Change Order Request Commitment Line Item Commitment Potential Change Order Company (Vendor) Lien Waiver Manual Hold Payment Issued Payment Requirement Project Request for Quote Request for Quote Quote Request for Quote Response Subcontractor SOV	Commitment Line Item: Budget Code, Budget Line Item, Tax Change Event Line Item: Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order	None	None
Commitment Change Order	Change Event Line Item Commitment Commitment Change Order Line Item Commitment Change Order Markup Commitment Change Order Request Commitment Potential Change Order Company (Vendor) Project Subcontractor Invoice Line Item	Commitment Change Order Line Item: Budget Code, Budget Line Item, Tax Change Event Line Item: Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order Subcontractor Invoice Line Item: Subcontractor Invoice	None	None
Commitment Change Order Line Item	Budget Code Budget Line Item Change Event Line Item Commitment Commitment Change Order Commitment Change Order Request Commitment Potential Change Order Company (Vendor) Prime Contract Prime Contract Change Order Prime Contract Change Order Request Prime Contract Potential Change Order Project Subcontractor Invoice Line Item Tax	Subcontractor Invoice Line Item: Subcontractor Invoice	None	None
Commitment Change Order Markup	Commitment Commitment Change Order Commitment Change Order Request Commitment Potential Change Order Project	None	None	None
Commitment Change Order Request	Change Event Line Item Commitment Commitment Change Order Commitment Change Order Line Item Commitment Change Order Markup Commitment Potential Change Order Company (Vendor) Project Subcontractor Invoice Line Item	Commitment Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item Prime Contract Change Order Request, Prime Contract Potential Change Order Subcontractor Invoice Line Item: Subcontractor Invoice	None	None
Commitment Line Item	Budget Code Budget Line Item Commitment Company (Vendor) Project Subcontractor Invoice Line Item Tax Subcontractor SOV	Subcontractor Invoice Line Item: Subcontractor Invoice	None	None
Commitment Potential Change Order	Change Event Line Item Commitment Commitment Change Order Commitment Change Order Line Item Commitment Change Order Markup Commitment Change Order Request Company (Vendor) Project Subcontractor Invoice Line Item	Commitment Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order Subcontractor Invoice Line Item: Subcontractor Invoice	None	None
Company (Vendor)	Change Event Line Item Commitment Commitment Change Order Commitment Change Order Line Item Commitment Change Order Request Commitment Line Item Commitment Potential Change Order Company Global Insurance Company Project Insurance Direct Cost Direct Cost Line Item Lien Waiver Manual Hold Owner Invoice Owner Invoice Line Item Payment Issued Payment Requirement Prime Contract Prime Contract Change Order Prime Contract Change Order Line Item Prime Contract Change Order Markup Prime Contract Change Order Request Prime Contract Line Item Prime Contract Potential Change Order Project Subcontractor Invoice Subcontractor Invoice Line Item Contract Compliance Payment Beneficiary Sub-Tier Sub-Tier Waiver Tax Subcontractor SOV	Change Event Line Item: Change Event, Request for Quote, Request for Quote Quote, Request for Quote Response	None	Budget Code
Company Global Insurance	Company (Vendor)	None	None	None
Company Project Insurance	Company (Vendor) Project	None	None	None
Contract Compliance	Commitment Company (Vendor) Project	None	None	None
Direct Cost	Company (Vendor) Direct Cost Line Item Project	Direct Cost Line Item: Budget Code, Budget Code Line Item	None	None
Direct Cost Line Item	Budget Code Budget Line Item Company (Vendor) Direct Cost	None	None	None
ERP Job Costs Summary	Budget Code Project	None	None	None
Invoice Compliance	Commitment Company (Vendor) Project Subcontractor Invoice	None	None	None
Lien Waiver	Commitment Company (Vendor) Payment Requirement Project Subcontractor Invoice	None	None	None
Manual Hold	Commitment Company (Vendor) Subcontractor Invoice	None	None	None
Monitored Resource	Budget Code Budget Line Item Change Event Project	None	None	None
Owner Invoice	Company (Vendor) Owner Invoice Line Item Payment Issued Prime Contract Project	Owner Invoice Line Item: Budget Code, Budget Line Item, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order, Tax	None	None
Owner Invoice Line Item	Budget Code Budget Line Item Company (Vendor) Owner Invoice Prime Contract Prime Contract Change Order Line Item Prime Contract Change Order Request Prime Contract Line Item Prime Contract Potential Change Order Project Tax	None	None	None
Payment Beneficiary	Company (Vendor) Project	None	None	None
Payment Issued	Change Event Commitment Company (Vendor) Payment Requirement Prime Contract Project Subcontractor Invoice	None	None	None
Payment Received	Prime Contract Owner Invoice Company (Vendor) Project	None	None	None
Payment Requirement	Commitment Company (Vendor) Lien Waiver Payment Issued Project Subcontractor Invoice	None	None	None
Prime Contract	Change Event Change Event Line Item Commitment Change Order Line Item Company (Vendor) Owner Invoice Owner Invoice Line Item Payment Issued Prime Contract Change Order Prime Contract Change Order Line Item Prime Contract Change Order Markup Prime Contract Change Order Request Prime Contract Line Item Prime Contract Potential Change Order Project	Prime Contract Line Item: Budget Code, Budget Line Item, Tax Change Event Line Item: Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order	None	None
Prime Contract Change Order	Change Event Line Item Commitment Change Order Line Item Company (Vendor) Owner Invoice Line Item Prime Contract Prime Contract Change Order Line Item Prime Contract Change Order Markup Prime Contract Change Order Request	Prime Contract Change Order Line Item: Budget Code, Budget Line Item, Tax Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Company (Vendor) Owner Invoice Line Item: Owner Invoice	None	None
Prime Contract Change Order Line Item	Budget Code Budget Line Item Change Event Line Item Commitment Change Order Line Item Company (Vendor) Owner Invoice Line Item Prime Contract Prime Contract Change Order Prime Contract Change Order Markup Prime Contract Change Order Request Prime Contract Potential Change Order Project Tax	Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order Owner Invoice Line Item: Owner Invoice	None	None
Prime Contract Change Order Markup	Budget Code Change Event Company (Vendor) Prime Contract Prime Contract Change Order Prime Contract Change Order Line Item Prime Contract Change Order Request Prime Contract Potential Change Order Project	None	None	None
Prime Contract Change Order Request	Change Event Line Item Commitment Change Order Line Item Company (Vendor) Owner Invoice Line Item Prime Contract Prime Contract Change Order Prime Contract Change Order Line Item Prime Contract Change Order Markup Prime Contract Potential Change Order Project	Prime Contract Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order Owner Invoice Line Item: Owner Invoice	None	None
Prime Contract Line Item	Budget Code Budget Line Item Company (Vendor) Owner Invoice Line Item Prime Contract Project Tax	Owner Invoice Line Item: Owner Invoice	None	None
Prime Contract Potential Change Order	Change Event Line Item Commitment Change Order Line Item Company (Vendor) Owner Invoice Line Item Prime Contract Prime Contract Change Order Prime Contract Change Order Line Item Prime Contract Change Order Markup Prime Contract Change Order Request Project	Prime Contract Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order	None	None
Project	Budget Change Budget Change Adjustment Line Item Budget Line Item Change Event Change Event Line Item Commitment Commitment Chane Order Commitment Change Order Line Item Commitment Change Order Markup Commitment Change Order Request Commitment Line Item Commitment Potential Change Order Company (Vendor) Company Project Insurance Direct Cost Direct Cost Line Item ERP Job Costs Summary Lien Waiver Monitored Resource Owner Invoice Owner Invoice Line Item Payment Issued Payment Requirement Prime Contract Prime Contract Change Order Prime Contract Change Order Line Item Prime Contract Change Order Markup Prime Contract Change Order Request Prime Contract Line Item Prime Contract Potential Change Order Project Roles Request for Quote Request for Quote Quote Request for Quote Response Subcontractor Invoice Subcontractor Invoice Line Item Contract Compliance Payment Beneficiary Sub-Tier Sub-Tier Waiver Subcontractor SOV	None	Budget Code	None
Request for Quote	Project	None	None	None
Project Role	Change Event Line Item Project Request for Quote Quote Request for Quote Response Subcontractor Invoice	Change Event Line Item: Change Event, Company (Vendor)	None	None
Request For Quote Quote	Change Event Line Item Project Request for Quote	Change Event Line Item: Change Event, Company (Vendor)	None	None
Request For Quote Response	Change Event Line Item Payment Requirement Project Request for Quote	Change Event Line Item: Change Event, Company (Vendor), Payment Requirement, Project, Request for Quote	None	None
Subcontractor Invoice	Commitment Company (Vendor) Lien Waiver Manual Hold Payment Issued Payment Requirement Project Subcontractor Invoice Line Item Sub-Tier Waiver	Subcontractor Invoice Line Item: Budget Code, Budget Line Item, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order, Tax	None	None
Subcontractor Invoice Line Item	Budget Code Budget Line Item Commitment Commitment Change Order Commitment Change Order Line Item Commitment Change Order Request Commitment Line Item Commitment Potential Change Order Company (Vendor) Project Subcontractor Invoice Tax Subcontractor SOV	None	None	None
Sub-Tier	Commitment Company (Vendor) Project Sub-Tier Waiver	None	None	None
Sub-Tier Waiver	Commitment Company (Vendor) Project Subcontractor Invoice Sub-Tier	None	None	None
Tax	Commitment Change Order Line Item Commitment Line Item Prime Contract Change Order Line Item Prime Contract Line Item Subcontractor Invoice Line Item Owner Invoice Line Item Company (Vendor)	Commitment Change Order Line Item: Commitment Change Order Commitment Line Item: Commitment Prime Contract Change Order Line Item: Prime Contract Change Order Prime Contract Line Item: Prime Contract Subcontractor Invoice Line Item: Subcontractor Invoice Owner Invoice Line Item: Owner Invoice	None	None
Subcontractor SOV	Project Commitment Commitment Line Item Budget Code Subcontractor Invoice Line item Company (Vendor)	None	None	None
Workflow Instance	Workflow Step Workflow Step Assignees Project Commitment Budget Change Commitment Change Order Prime Contract Change Order Prime Contract Subcontractor Invoice Owner Invoice Commitment Potential Change Order Prime Contract Potential Change Order	None	None
Workflow Step	Workflow Instance Workflow Step Assignees Project	Workflow Instance: Commitment, Budget Change, Commitment Change Order, Prime Contract Change Order, Prime Contract, Subcontractor Invoice, Owner Invoice, Commitment Potential Change Order, Prime Contract Potential Change Order	None
Workflow Step Assignees	Workflow Instance Workflow Step Project	Workflow Instance: Commitment, Budget Change, Commitment Change Order, Prime Contract Change Order, Prime Contract, Subcontractor Invoice, Owner Invoice, Commitment Potential Change Order, Prime Contract Potential Change Order	None

How Your Data is Organized

Resource Management