Resource Management
The Resource Management dataset allows you to analyze your team's productivity and its financial impact by connecting resource allocation and time tracking with key project data. Use this data set 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 | Notes |
|---|---|---|---|
Actual Production Quantity | Budget Code, Crew, Employee, Project, Timecard Entry | None | None |
Budget Code | Actual Production Quantity, Budget Line Item, Budgeted Production Quantity, Change Event Line Item, Direct Cost Line Item, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Request | Change Event Line Item: Change Events, Commitment Line Item: Commitment, Commitment Change Order Line Item: Commitment Change Order, | Join through any line item object: Project, Join through any line item object except Budget: Company (Vendor) |
Budget Line Item | Budget Code, Project | None | None |
Budgeted Production Quantity | Budget Code, Project | None | None |
Change Events | Change Event Line Item, Change Event Production Quantity, Prime Contract, Prime Contract Change Order Markup, Project | Change Event Line Item: Budget Code, 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 Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order | None |
Change Event Line Item | Budget Code, Change Events, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Potential Change Order, 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 |
Change Event Production Quantity | Change Events, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Request, Prime Contract Potential Change Order, Project | 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), Project | Commitment Line Item: Budget Code, Change Event Line Item: Change Events, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order | 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 | Commitment Change Order Line Item: Budget Code, | None |
Commitment Change Order Line Item | Budget Code, 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 Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order, Project | Change Event Line Item: Change Events | None |
Commitment Change Order Markup | Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order, Project Roles | 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 | Change Event Line Item: Change Events, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order | |
Commitment Line Item | Budget Code, Commitment, Commitment Change Order, Company (Vendor), Project | 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 | Commitment Change Order Line Item: Budget, | |
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, Direct Cost, Direct Cost Line Item, Employee, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Production Quantity, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order, Project, Resource Planning Wage Overrides, T&M Ticket Subcontractors | Change Event Line Item: Change Events, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order, T&M Ticket: T&M Ticket Subcontractors | Join through any line item object except Budget: Budget Code |
Crew | Actual Production Quantity, Employee, Project, Timecard Entry | None | None |
Direct Cost | Company (Vendor), Employee | Direct Cost Line Item: Budget Code | None |
Direct Cost Line Item | Budget Code, Company (Vendor), Direct Cost | None | None |
Employee | Actual Production Quantity, Company (Vendor), Crew, Resource Planning People, Timecard Entry | None | None |
Prime Contract | Change Event, Change Event Line Item, Change Event Production Quantity, Commitment Change Order Line Item, Company (Vendor), Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Production Quantity, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order, Project | Prime Contract Line Item: Budget Code Change Event Line Item: Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order | None |
Prime Contract Change Order | Change Event Line Item, Change Event Production Quantity, Commitment Change Order Line Item, Company (Vendor), Prime Contract, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Production Quantity, Prime Contract Change Order Request, Prime Contract Potential Change Order, Project | Prime Contract Change Order Line Item: Budget Code Change Event Line Item: Change Event, Change Event Line Item, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order | |
Prime Contract Change Order Line Item | Budget Code, Change Event Line Item, Commitment Change Order Line Item, Company (Vendor), Prime Contract, Prime Contract Change Order, Prime Contract Change Order Markup, Prime Contract Change Order Request, Prime Contract Potential Change Order, Project | Change Event Line Item: Change Events, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order | |
Prime Contract Change Order Markup | Budget Code, Change Event, 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 |
Prime Contract Change Order Production Quantity | Company (Vendor), Prime Contract, Prime Contract Change Order, Prime Contract Change Order Request, Prime Contract Potential Change Order, Project | None | None |
Prime Contract Change Order Request | Change Event Line Item, Change Event Production Quantity, Commitment Change Order Line Item, Company (Vendor), Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Production Quantity, Prime Contract Potential Change Order, Project | Prime Contract Change Order Markup: Budget Code Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order | None |
Prime Contract Line Item | Budget Code, Company (Vendor), Prime Contract, Project | None | None |
Prime Contract Potential Change Order | Change Event Line Item, Change Event Production Quantity, Commitment Change Order Line Item, Company (Vendor), Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Production Quantity, Prime Contract Potential Change Order, Project | Prime Contract Change Order Markup: Budget Code Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order | None |
Project | Actual Production Quantity, Budget Line Item, Budgeted Production Quantity, Change Event, Change Event Line Item, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order, Company (Vendor), Crew, Direct Cost, Direct Cost Line Item, Employee, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Markup, Prime Contract Change Order Production Quantity, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order, Project Roles, Resource Planning Request, T&M Ticket, T&M Ticket Equipment, T&M Ticket Labor, T&M Ticket Material, T&M Ticket Subcontractors, Timecard Entry | None | Join through any line item object except Budget: Budget Code |
Project Roles | Commitment Change Order Markup, Project | None | None |
Resource Planning Assignment | Resource Planning People, Resource Planning Project | Resource Planning Project: Resource Planning People | |
Resource Planning Group | Resource Planning Job Title, Resource Planning People, Resource Planning Project | ||
Resource Planning Job Title | Resource Planning Group, Resource Planning People, Resource Planning Request, Resource Planning Roles, Resource Planning Tags, Resource Planning Wage Overrides | Resource Planning People: Resource Planning Assignment, Resource Planning Time Off | None |
Resource Planning People | Employee, Resource Planning Assignment, Resource Planning Group, Resource Planning Job Title, Resource Planning Request, Resource Planning Time Off, Resource Planning Tags | None | None |
Resource Planning Project | Project, Resource Planning Assignment, Resource Planning Group, Resource Planning People, Resource Planning Request, Resource Planning Roles, Resource Planning Tags | None | None |
Resource Planning Request | Resource Planning Job Title, Resource Planning Project | None | None |
Resource Planning Time Off | Resource Planning People | Resource Planning People: Resource Planning Job Title | |
Resource Planning Roles | Resource Planning Job Title, Resource Planning People, Resource Planning Project | None | None |
Resource Planning Tags | Resource Planning Job Title, Resource Planning People, Resource Planning Project | None | None |
Resource Planning Wage Overrides | Resource Planning Job Title | None | None |
T&M Ticket | Company (Vendor), Project, T&M Ticket Equipment, T&M Ticket Labor, T&M Ticket Subcontractors | None | None |
T&M Ticket Equipment | Project, T&M Ticket | None | None |
T&M Ticket Labor | Project, T&M Ticket | T&M Ticket: Company (Vendor) | None |
T&M Ticket Material | Project, T&M Ticket | None | None |
T&M Ticket Subcontractors | Company (Vendor), Project, T&M Ticket | None | None |
Timecard Entry | Actual Production Quantity, Budget Code, Crew, Employee, Project | None | None |