360 Reporting: Data Guide - Resource Management

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 Budgeted Production Quantity	None	None
Budget Change Production Quantity	Budget Code Project	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 Timecard Entry Labor Allocation Equipment Timecard Entry	Change Event Line Item: Change Events Commitment Line Item: Commitment Commitment Change Order Line Item: Commitment Change Order Commitment Change Order Line Item: Commitment Change Order, Commitment Potential Change Order Direct Cost Line Item: Direct Cost Prime Contract Change Order Request: Prime Contract Prime Contract Change Order Line Item: Prime Contract Change Order, Prime Contract Change Order Request	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 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 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	None
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 Code Change Event Line Item: Prime Contract, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Request, Prime Contract Potential Change Order	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 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
Crew Equipment	Crew Equipment Project	None	None
Daily Timecards and Assignments	Employee Project	None	Aggregated model: daily timecard and assignment hours per employee per project
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
Equipment	T&M Ticket Equipment Equipment Timecard Entry	None	None
Equipment Project Association	Equipment Project	None	None
Equipment Project Log	Equipment Project	None	Tracks when equipment was assigned to and removed from a project
Equipment Rate	Rate Table Equipment Timecard Entry with Rates	Rate Table: Project	Individual equipment rate line item within a Rate Table, representing an equipment type (for example, Excavator) with cost and billable rate values (Idle, Operating). Joins to Rate Table via rate_table_id. Connects to Equipment Timecard Entry with Rates to show which rate was applied to an equipment timecard entry.
Equipment Telematic	Equipment	None	IoT/GPS telematic tracking data per equipment unit
Equipment Telematics Daily Summary	Equipment	None	Daily aggregated telematic metrics per equipment unit
Equipment Timecard Entry	Project Budget Code Equipment Employee	None	None
Equipment Timecard Entry with Rates	Equipment Timecard Entry Equipment Rate Project	Equipment Rate: Rate Table	Bridge object linking an Equipment Timecard Entry to its applied Equipment Rate, storing the rate used and the calculated equipment cost (quantity x rate). One record per equipment timecard entry. Use with Equipment Timecard Entry for full timecard context and with Equipment Rate for rate and equipment type details.
Field Productivity	Project	None	Combines production quantities and timecard data for field productivity metrics
Labor Allocation	Budget Code Project	None	None
Labor and Equipment Productivity	Budget Code Project	None	None
Labor Rate	Rate Table Timecard Entry with Rates	Rate Table: Project	Individual labor rate line item within a Rate Table, representing a work classification (for example, Electrician or Plumber) with cost and billable rate values by rate type (Regular Time, Overtime, etc.). Joins to Rate Table via rate_table_id. Connects to Timecard Entry with Rates to show which rate was applied to a timecard entry.
Materials	Materials Purchase Order Materials Shipment Materials Receipt	None	None
Materials Purchase Order	Materials Materials Shipment	Material Shipment: Materials Receipt	None
Materials Shipment	Materials Materials Purchase Order Materials Receipt	None	None
Materials Receipt	Materials Materials Shipment	Material Shipment: Materials Purchase Order	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	None
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	None
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
Rate Table	Labor Rate Equipment Rate Project	None	Named collection of labor or equipment rates with effective and expiration dates, assigned to one or more projects. Rate Table is the parent object for Labor Rate and Equipment Rate line items. Joins to Project via project_id.
Resource Planning Assignment	Resource Planning People Resource Planning Project Resource Planning Job Title	Resource Planning Project: Resource Planning People	None
Resource Planning Group	Resource Planning Job Title Resource Planning People Resource Planning Project	None	None
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 Employee	Resource Planning People: Resource Planning Job Title	None
Resource Planning Roles	Resource Planning Job Title Resource Planning People Resource Planning Project Employee 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 Resource Planning Project Project	None	None
T&M Ticket	Company (Vendor) Project T&M Ticket Equipment T&M Ticket Labor T&M Ticket Material T&M Ticket Subcontractors	None	None
T&M Ticket Equipment	Project T&M Ticket Equipment	None	None
T&M Ticket Labor	Project T&M Ticket Resource Planning People	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 Resource Planning People	None	None
Timecard Entry with Rates	Timecard Entry Labor Rate Project	Labor Rate: Rate Table	Bridge object linking a Timecard Entry to its applied Labor Rate, storing the rate used and the calculated labor cost (hours x rate). One record per timecard entry. Use with Timecard Entry for full timecard context and with Labor Rate for rate and classification details.

Financials

Project Execution