Available Data Tables and Fields
This section describes the data tables and fields that are included in the data models that support the standard WorkBook Intelligence dashboards. You can use any of these data models to create your own custom dashboards.
CRM Data Model
This data model supports the CRM Analysis dashboard.
| Data Table Name | Data Field Name |
| AccountManager | ID |
| Name | |
| Initials | |
| FullName | |
| Active | |
| Client | ID |
| Name | |
| Initials | |
| Fullname | |
| Active | |
| ResourceType | |
| Company | ID |
| Name | |
| Initials | |
| Fullname | |
| Currency | |
| CurrencySymbol | |
| AccountType | |
| Active | |
| CurrencyRate | CurrencyTable |
| SourceCurrencyName | |
| SourceCurrencyISOCode | |
| TargetCurrencyName | |
| TargetCurrencyISOCode | |
| FromDate | |
| ToDate | |
| Factor | |
| Rate | |
| Dim_Month | Month |
| Dim_Year | Year |
| Pipeline | Title |
| Lost | |
| LostReason | |
| LostDescription | |
| Active | |
| Status | |
| StatusComment | |
| Rating | |
| FromDate | |
| FromDateYear | |
| FromDatemonth | |
| YearOnYearDate | |
| CompanyAmount | |
| Probability | |
| PipelineStage | Name |
Resources Data Model
This data model supports the Resourcing dashboard.
| Data Table Name | Data Field Name |
| AbsenceCode | Description |
| AccountType | AccountType |
| Activity | ID |
| ShortName | |
| Name | |
| FullName | |
| Capacity | Capacity |
| DateYear | |
| DateMonth | |
| IdealHours | |
| BasicHours | |
| MaximumHours | |
| HolidayHours | |
| DayType | |
| VacationType | |
| CapacityUsed | Date |
| DateYear | |
| DateMonth | |
| UsedHours | |
| CompletedHours | |
| BookedHours | |
| Company | ID |
| Name | |
| Initials | |
| FullName | |
| Currency | |
| CurrencySymbol | |
| AccountType | |
| Active | |
| Department | Name |
| Description | |
| ExternalNumber | |
| ExternalCode | |
| Responsiblename | |
| ResponsibleInitials | |
| ResponsibleFullName | |
| Dim_Date | Date |
| Year | |
| Month | |
| Dim_Month | Month |
| Dim_Year | Year |
| DimensionDetail | Number |
| Code | |
| Name | |
| Active | |
| DimensionNumber | |
| DimensionName | |
| DimensionsActive | |
| EmployeeHoliday | Name |
| Employee | ID |
| Name | |
| Initials | |
| FullName | |
| Type | |
| HireDate | |
| HireDateYear | |
| HireDateMonth | |
| ExpiryDate | |
| ExpiryDateYear | |
| ExpiryDateMonth | |
| Active | |
| AllowTimeEntry | |
| Job | ID |
| Name | |
| FullName | |
| StartDate | |
| StartDateYear | |
| StartDateMonth | |
| EndDate | |
| EndDateYear | |
| EndDateMonth | |
| JobStatus | |
| SimpleJobStatus | |
| Billable | |
| AllowTimeEntry | |
| ProjectName | |
| CompanyName | |
| CompanyInitials | |
| CompanyFullName | |
| Clientname | |
| ClientInitials | |
| ClientFullName | |
| Team | Name |
| ExternalNumber | |
| ExternalCode | |
| StandardTeam | |
| TicketTeam | |
| TeamLeadername | |
| TeamLeaderInitials | |
| TeamLeaderFullName | |
| TimeEntry | JournalNumber |
| RegistrationDate | |
| RegistrationDateYear | |
| RegistrationDateMonth | |
| Postingdate | |
| PostingdateYear | |
| PostingdateMonth | |
| PostingdateMonth | |
| Hours | |
| MovedHours | |
| Description | |
| InternalDescription | |
| Billable | |
| Public | |
| Correction | |
| CorrectionJobID | |
| CorrectionNote | |
| CorrectionDate | |
| CorrectionDateYear | |
| CorrectionDateMonth | |
| CorrectionOriginalDate | |
| CorrectionOriginalDateYear | |
| CorrectionOriginalDateMonth | |
| ApprovalStatus | |
| LastRejectionResource | |
| LastRejectionResourceName | |
| LastRejectionResourceInitials | |
| LastRejectionResourceFullName | |
| LastRejectionComment | |
| LastRejectionDate | |
| LastRejectionDateYear | |
| LastRejectionDateMonth | |
| HasApprovedResourceInitials | |
| HasApprovedNotResourceInitials |
Projects Data Model
This single data model supports both the Client and Projects dashboards.
| Data Table Name | Data Field Name |
| Activity | ID |
| ShortName | |
| Name | |
| FullName | |
| Adjustment | Date |
| DateYear | |
| DateMonth | |
| Hours | |
| Material | |
| PurchasesSale | |
| Total | |
| JournalNumber | |
| PostingDate | |
| PostingDateYear | |
| PostingDateMonth | |
| CompletionRate | |
| ExtraAndDiscount | |
| NetPurchasesSale | |
| PurchasesSaleProfit | |
| AdjustmentUpDown | |
| ApprovalStatus | |
| JobAdjustmentType | |
| AdjustmentDetailsSummary | MaximumAdjustmentNumber |
| PriceQuoteTotal | |
| ExpenseTotal | |
| ExpensePartiallyInvoicesTotal | |
| PreviousAdjustmentTotal | |
| ActualWIPTotal | |
| NewAdjustmentTotal | |
| NewWIPTotal | |
| PreviouslyPartiallyInvoicedTotal | |
| InvoicedTotal | |
| UnbilledTotal | |
| RecognisedInvoicedTotal | |
| ManualPreviousAdjustmentTotal | |
| ActualPLTotal | |
| NewPLTotal | |
| EACTotal | |
| PriceQuoteStatus50NetRevenueTotal | |
| PriceQuoteStatus50Total | |
| ApprovalStatus | ApprovalStatus |
| Client | ID |
| Name | |
| Initials | |
| FullName | |
| Active | |
| Type | |
| ClientGroup | Title |
| Company | ID |
| Name | |
| Initials | |
| FullName | |
| Currency | |
| CurrencySymbol | |
| AccountType | |
| Active | |
| CreditorInvoice | PurchaseOrderID |
| Date | |
| DateYear | |
| DateMonth | |
| VoucherNumber | |
| ProfitMargin | |
| VATRate | |
| OriginalNetAmount | |
| NetAmount | |
| VATAmount | |
| SalesAmount | |
| JournalNumber | |
| LineType | |
| ApprovalStatus | |
| PaymentStatus | |
| Supplier | |
| CurrencyRate | CurrencyTable |
| SourceCurrencyName | |
| SourceCurrencyISOCode | |
| TargetCurrencyName | |
| TargetCurrencyISOCode | |
| FromDate | |
| Todate | |
| Factor | |
| Rate | |
| Department | Name |
| Description | |
| ExternalNumber | |
| ExternalCode | |
| Responsiblename | |
| ResponsibleInitials | |
| ResponsibleFullname | |
| Dim_JobStatus | Status |
| Dim_RecordDates | Date |
| Year | |
| Month | |
| Expense Entry | ExpenseEntrytype |
| ExpenseEntrytype | |
| VoucherDate | |
| VoucherDateYear | |
| VoucherDateMonth | |
| VoucherNumber | |
| Approved | |
| ApprovalStatus | |
| PurchaseorderID | |
| TiedToPurchaseOrder | |
| Amount | |
| CrossCompanyEntry | |
| Job | ID |
| Name | |
| FullName | |
| StartDate | |
| StartDateYear | |
| StartDateMonth | |
| EndDate | |
| EndDateyear | |
| EndDateMonth | |
| JobStatusID | |
| JobStatus | |
| SimpleJobStatus | |
| Billable | |
| AllowTimeEntry | |
| ProjectName | |
| CompanyName | |
| CompanyInitials | |
| CompanyFullName | |
| ClientName | |
| ClientInitials | |
| ClientFullName | |
| JobType | Name |
| Active | |
| Retainer | |
| MaterialEntry | MaterialType |
| MaterialDate | |
| MaterialDateYear | |
| MaterialDateMonth | |
| Quantity | |
| MovedQuantity | |
| Cost | |
| Sales | |
| IntercompanySale | |
| ApprovalStatus | |
| JournalNumber | |
| IntercompanyJournalNumber | |
| PostingDate | |
| PostingDateYear | |
| PostingDateMonth | |
| RegistrationDate | |
| RegistrationDateYear | |
| RegistrationDateMonth | |
| Closed | |
| MilageEntry | TripDate |
| TripDateYear | |
| TripDateMonth | |
| DistanceUnitType | |
| TotalDistance | |
| ApprovalStatus | |
| UnitCost | |
| UnitSale | |
| RefundCostToEmployee | |
| EmployeeCarUnitCost | |
| VoucherNumber | |
| PostingDate | |
| PostingDateYear | |
| PostingDateMonth | |
| Cost | |
| Sale | |
| PriceQuote | ID |
| Date | |
| DateYear | |
| DateMonth | |
| ApprovalID | |
| ApprovalStatus | |
| VATAndTaxMethod | |
| VATRate | |
| ProbabilityPercent | |
| DisplayVAT | |
| PriceQuoteLine | Hours |
| ContingencyHours | |
| TotalHours | |
| HourlyCost | |
| HourlySale | |
| MaterialSale | |
| MaterialCost | |
| MaterialProfitMargin | |
| ProfitMargin | |
| Purchases | |
| Extra | |
| NetAmount | |
| PurchaseQuantity | |
| Discount | |
| GrossAmount | |
| BufferAmount | |
| UnitAmount | |
| Units | |
| PurchaseOrder | Date |
| DateYear | |
| DateMonth | |
| DeliveryDate | |
| DeliveryDateyear | |
| DeliveryDateMonth | |
| ProfitMargin | |
| Cost | |
| Sale | |
| VATPercentage | |
| DeliveryCompleted | |
| Quantity | |
| CostPerClient | |
| Shippingdate | |
| Shippingdateyear | |
| ShippingdateMonth | |
| RemainingCost | |
| HasVoucher | |
| DetailLevelAmountSpecification | |
| ApprovalStatus | |
| SalesInvoice | Date |
| DateYear | |
| DateMonth | |
| VATPercentage | |
| PrintingDate | |
| PrintingDateYear | |
| PrintingDateMonth | |
| DueDate | |
| DueDateYear | |
| DueDateMonth | |
| ApprovalStatus | |
| PostedAmountAssociatedWithPartialInvoice | |
| PostinDate | |
| PostinDateYear | |
| PostinDateMonth | |
| NetAmountVATAttract | |
| SalesDate | |
| SalesDateYear | |
| SalesDateMonth | |
| SubInvoice | |
| EliminatePartialInvoice | |
| PartialInvoiceEliminated | |
| Internal | |
| RemainingBillingAmount | |
| InvoiceNumber | |
| NetAmount | |
| VATAmount | |
| TotalAmount | |
| InvoiceType | |
| SalesinvoiceLine | Profitmargin |
| Hours | |
| VATRate | |
| HourlyCost | |
| HourlySale | |
| NetAmount | |
| VATAmount | |
| TotalAmount | |
| Discount | |
| MaterialSale | |
| Purchases | |
| Extra | |
| TaskResourceBooking | ResourceID |
| Hours | |
| UnbookedHours | |
| EstimatedRemainingHours | |
| RegisteredHours | |
| MarkedDone | |
| MarkedDoneDate | |
| MarkedDoneDateYear | |
| MarkedDoneDateMonth | |
| FromDate | |
| FromDateYear | |
| FromDateMonth | |
| ToDate | |
| ToDateYear | |
| ToDateMonth | |
| Cost | |
| Sale | |
| IntercompanySale | |
| ApprovalStatus | |
| BookingApprovalStatus | |
| ProgressStatus | |
| TimeEntry | SequenceNumber |
| JournalNumber | |
| TaskID | |
| Date | |
| DateYear | |
| DateMonth | |
| PostingDate | |
| PostingDateYear | |
| PostingDateMonth | |
| Hours | |
| MovedHours | |
| Billable | |
| Public | |
| Correction | |
| CorrectionJobID | |
| CorrectionNote | |
| CorrectionDate | |
| CorrectionDateyear | |
| CorrectionDateMonth | |
| CorrectionoriginalID | |
| CorrectionOriginalDate | |
| CorrectionOriginalDateYear | |
| CorrectionOriginalDateMonth | |
| ApprovalStatus | |
| HasApprovedResourceInitials | |
| HasApprovedNotResourceInitials | |
| TarriffAdditionalPercentageCost | |
| TarriffAdditionalPercentageSale | |
| TarriffAdditionalPercentageIntercompanySale | |
| Cost | |
| Sale | |
| IntercompanySale | |
| EmployeeName | |
| EmployeeInitials | |
| EmployeeFullName |
Finance Data Model
This single data model supports both the Finance – Single Year and Finance – All Years dashboards.
| Data Table Name | Data Field Name |
| Activity | ID |
| ShortName | |
| Description | |
| Fullname | |
| Active | |
| ExternalReference | |
| Budget | Amount |
| FromDate | |
| Client | ID |
| Name | |
| Initials | |
| Fullname | |
| Active | |
| Anonymised | |
| Type | |
| ClientGroup | Title |
| Company | ID |
| Name | |
| Initials | |
| FullName | |
| Currency | |
| CurrencySymbol | |
| AccountType | |
| Active | |
| PublicRegistrationNumber | |
| ExternalRefernceNumber | |
| ExternalReferenceCode | |
| EquityAccountID | |
| EIN | |
| Creditor | ID |
| CreditorAccountNumber | |
| CreditorAccountName | |
| Blocked | |
| PublicRegistrationNumber | |
| EAN | |
| CreditorIsAnEmployee | |
| PaymentGroupID | |
| Internal | |
| ExternalReference | |
| CreditorPosting | |
| CurrencyRate | Currencytable |
| SourceCurrencyname | |
| SourceCurrencyISOCode | |
| TargetCurrencyName | |
| TargetCurrencyISOCode | |
| FromDate | |
| ToDate | |
| Factor | |
| Rate | |
| Debtor | ID |
| DebtorAccountNumber | |
| DebtorAccountname | |
| Blocked | |
| PublicRegistrationNumber | |
| EAN | |
| PaymentGroupID | |
| Internal | |
| ExternalRefernce | |
| DebtorPosting | |
| Dim_Dates | Date |
| FinanceAccount | AccountNumber |
| AccountDescription | |
| AccountType | |
| Blocked | |
| Externalrefernce | |
| Equity | |
| FinanceJournalEntry | JournalNumber |
| PostingDate | |
| PostingDateYear | |
| PostingDateMonth | |
| VoucherNumber | |
| VoucherDate | |
| VoucherDateYear | |
| VoucherDateMonth | |
| RegistrationDate | |
| RegistrationDateYear | |
| RegistrationDateMonth | |
| AccountNumber | |
| OffsetAccountNumber | |
| PostingText | |
| VATAmount | |
| Booked | |
| JobID | |
| FinancePeriod | FinanceperiodNumber |
| FromDate | |
| FromDateYear | |
| FromDateMonth | |
| ToDate | |
| ToDateYear | |
| ToDateMonth | |
| FinanceYear | FinanceyearName |
| FromDate | |
| FromDateyear | |
| FromDateMonth | |
| ToDate | |
| ToDateYear | |
| ToDateMonth | |
| FinanceYearNumber | |
| FinancePosting | VoucherNumber |
| JournalNumber | |
| PostingDate | |
| PostingDateYear | |
| PostingDateMonth | |
| VoucherDate | |
| VoucherDateYear | |
| VoucherDateMonth | |
| RegistrationDate | |
| RegistrationDateYear | |
| RegistrationDateMonth | |
| Amount | |
| Text | |
| ReferenceType | |
| ReferenceTypeDescription | |
| ReferenceSubType | |
| ReferenceSubTypeDescription | |
| JobID | |
| YearOnYearDate | |
| FinanceAccountTypeSummationReferenceList | AccountNumber |
| AccountDescription | |
| PostingAccountType | |
| PostingAccountNumber | |
| PostingAccountDescription | |
| PostingLineNumber | |
| SummationLineNumberFrom | |
| SumLineNumberTo | |
| FinancialPartnerTransaction | TransactionDate |
| TransactionDateYear | |
| TransactionDateMonth | |
| VoucherNumber | |
| OriginalAmount | |
| PostingDate | |
| PostingDateYear | |
| PostingDateMonth | |
| TransactionType | |
| ExternalDocumentNumber | |
| Text | |
| RemainingAmount | |
| DeliveryFinancePartnerAccountID | |
| CurrencyRevaluationAdjustment | |
| FinancialBudget | CalculationFactor |
| DetailType | |
| Active | |
| FinancialPeriodID1 | |
| FinancialPeriodID2 | |
| FinancialPeriodID3 | |
| FinancialPeriodID4 | |
| FinancialPeriodID5 | |
| FinancialPeriodID6 | |
| FinancialPeriodID7 | |
| FinancialPeriodID8 | |
| FinancialPeriodID9 | |
| FinancialPeriodID10 | |
| FinancialPeriodID11 | |
| FinancialPeriodID12 | |
| FinancialPeriodID13 | |
| FinancialPeriodID14 | |
| FinancialPeriodID15 | |
| FinancialPeriodID16 | |
| FinancialPeriodID17 | |
| FinancialPeriodID18 | |
| FinancialPeriodID19 | |
| FinancialPeriodID20 | |
| FinancialPeriodID21 | |
| FinancialPeriodID22 | |
| FinancialPeriodID23 | |
| FinancialPeriodID24 | |
| Title | |
| ApprovalStatus |