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Enhanced Reporting: Data Guide

Data Structure

Enhanced Reporting organises data in a hierarchy structure:

  • At the bottom of the hierarchy are Fields. Fields are a single piece of information associated with a specific aspect of the data being stored. For example, if we have data about RFIs, the number, title and due date are all fields. When added to a report, each field is shown as a column and the data in it as rows.
  • Fields are organised into groups called Objects. The fields within one Object are all the same level of granularity (see below for more about granularity). A tool may have one or more objects associated with it. Within Enhanced Reporting, fields are grouped under the object they belong to in the column picker.
  • Objects and fields they contain are further organised into Datasets. Each Dataset includes all the objects/fields of data available to combine in one report. Data cannot be combined between datasets, however, Datasets often contain overlapping fields. When you are creating a new Enhanced Report, you start by selecting the dataset you wish to build a report from.

Available Datasets in Enhanced Reporting:

  • Financials dataset
  • Workforce Management dataset

Types of Fields

  • Measure: A measure is a field that contains a quantitative value or numerical data. Measures are often used to perform aggregations or calculations. Examples of measures include amounts, quantities and hours.
  • Dimension: A dimension is a type of field that provides descriptive information about the data being stored. They cannot be used in calculations. They often have values that are strings. Examples of dimension fields include user name, RFI title, commitment number, project description.
    • Hyperlinks: Some dimensions, such as name, number, title and ID, are hyperlinked fields. Users can click on these fields to open the item in a new window. Other examples of these fields include RFI Number, Commitment Title and Subcontractor Payment application ID.
  • Boolean: A boolean is a field that can only contain two values: true (or yes) and false (or no). Booleans are often used to represent binary data. Examples of boolean fields include the executed field on a commitment and the private field on an RFI.
  • Date and date time: Date and date time fields contain date or date time values. Examples of date fields include due date and date created. Note that in Enhanced Reporting, date fields in project level reporting use the project timezone and date fields in company level reporting use the company timezone.

Granularity and Grain

  • The Granularity of a report refers to the level of detail or specificity of the data shown in that report. For example, a report that has a low level of granularity may show information that is rolled up per project, whereas a report with a high level of granularity shows the details of that project.
  • The Grain refers to what each row in a report represents. For example, if each row shows a unique RFI, the grain of the report is RFI.
  • In Enhanced Reporting, the grain of a report changes based on the field that the user adds. For example, if the user adds the field project name, each name will be reflected on a unique row and the grain of the report will be project. If the user then adds the field RFI number (which is more granular than project), the grain will change so that each unique RFI number is its own row and the grain of the report is RFI.
  • Note that in Enhanced Reporting, the grain of a report only changes when a non-measure field is added. If a measure is added to a report, the grain won’t change and the measure will be aggregated to the level of granularity shown in the report. For example, the screenshot shows a report where the grain is project (because the field project name has been added) with the field original commitment amount. Because original commitment amount is a measure, it is aggregated (summed) by project.

Joins

  • The objects in Enhanced Reporting have relationships to one another. For example, RFIs are created on a project. Commitment line items are contained within a commitment and have a budget code. Users belong to a company. All of these relationships are called joins.
  • Joins allow users to pull in all fields related to joined objects. For example, Company joins to Commitment, reflecting the company that will complete the contract. Instead of the Commitment having a field called Company, Company is an object that joins to Commitments and allows a user to pull in all information related to that company.
  • When fields from two or more objects that are joined are combined in a report, those fields will appear in the same row. For example, the report below shows project name, commitment number, commitment line item amount and budget code all in the same row because these four objects are joined.
  • Objects can be directly joined, as in the case of commitments and commitment line items or they can be joined through other objects. For example, a commitment is joined to budget code through the commitment line item object. In a report, to see data appear in the same row, fields from the objects that are directly joined must be added. The first example below shows a report with budget code and commitment name. They do not appear in the same row because no fields from the object they join through (commitment line item) have been added to the report. The second example shows the report with commitment line item, where all three objects appear in the same row. Notice that the granularity of the report is still the commitment, even though I have added a field from the commitment line item, because the field from the line item is a measure and thus does not change the granularity of the report.

Objects in the Financial Dataset

Not all objects are available to all companies. See below for what objects are in the dataset and who they are available to. Not all users see all objects in a company, please see permissions for more information on how a user’s tool permissions impact what objects are available to them in the dataset.

Area Object Available to
Core Company (Vendor) All Companies
Project
Budget Budget Change All Companies
Budget Change Adjustment Line Item
Budget Line Item
Monitored Resource
Budget Code Budget Code All Companies
Change Events Change Event All Companies
Change Event Line Item
Request for Quote
Request for Quote Quote
Request for Quote Response
Commitments Commitment All Companies
Commitment Line Item
Commitment Variations Commitment Variation All Companies
Commitment Variation Line Item
Commitment Potential Variation Companies/projects using two or more tiers of commitment variation
Commitment Potential Variation Request
Direct Costs Direct Cost All Companies
Direct Cost Line Items
Directory Company Global Inusrance All Companies
Company Project Insurance
Docusign Docusign Fields are Available in Multiple Objects1 Companies with Docusign Integration
ERP ERP Job Costs Summary Companies with an ERP Integration
ERP Status Fields are Available in Multiple Objects2
Owner Payment Applications Owner Payment application Companies that Purchase Payment applications
Owner Payment Applications
Main Contracts Main Contract All Companies
Main Contract Line Items
Main Contract Variations Main Contract Variation All Companies
Main Contract Potential Variation Companies/projects using two or more tiers of main contract variations
Main Contract Variation Request
Main Contract Variation Line Item All Companies
Main Contract Variation Markup
Subcontractor Payment Applications Subcontractor Payment application Companies that Purchase Payment applications
Subcontractor Payment application Line Items

1Docusign fields are available in the commitment, commitment variation, commitment variation request, commitment potential variation, owner payment application, main contract, main contract variation, main contract variation request, main contract potential variation and subcontractor payment application objects.
2ERP status fields are available in the budget change, commitment, commitment variation, Company, Main contract, Main contract variation, Project and Subcontractor payment application objects.

How are objects in the Dataset Joined?

Objects that have a relationship are linked by a join. When two objects in Enhanced Reporting are joined, they appear in the same row in a report. For example, a commitment variation is joined to a commitment and they will appear in the same row. Sometimes, two objects aren’t directly joined, but are joined through a third object. In this case, a field from that third object must be added to a report to show the connection between the first two. For example, a Commitment and a Budget Code do not have a direct relationship, but if a field from Commitment Line Item - which does have a direct relationship with both - is added to a report, all three objects will appear in the same line.

The table below shows the joins of the objects in the dataset. To determine if two objects are joined, search for one across the top and the other on the side. The cell that corresponds to the column and row of the objects tells you if they are joined.

  • If the cell shows “Join”, the objects are joined directly and fields from these objects will appear in the same row.
  • If the cell shows “Join (through third object name),” the objects are indirectly joined through a third object. A field from that third object must be added to the report to see the data in the same row.
  • If the cell shows “No join,” the objects do not have a relationship and data will not appear in the same row (the exception to this is if only measures from these objects have been added to the report).

Join Table

Legend

  Join

  Join through numbered object

* Join through any line item object

** Join through any line item object except Budget

  1. Budget Change
  2. Budget Change Adjustment Line Item
  3. Budget Code
  4. Budget Line Item
  5. Budget Modification
  6. Change Event
  7. Change Event Line Item
  8. Commitment
  9. Commitment Variation
  10. Commitment Variation Line Item
  11. Commitment Variation Markup
  12. Commitment Variation Request
  13. Commitment Line Item
  14. Commitment Potential Variation
  15. Company (Vendor)
  16. Company Global Insurance
  17. Company Project Insurance
  18. Direct Cost
  19. Direct Cost Line Item
  20. Monitored Resource
  21. Owner Payment application
  22. Owner Payment application Line Item
  23. Main Contract
  24. Main Contract Variation
  25. Main Contract Variation Line Item
  26. Main Contract Variation Markup
  27. Main Contract Variation Request
  28. Main Contract Line Item
  29. Main Contract Potential Variation
  30. Project
  31. Project Roles
  32. Request for Quote
  33. Request For Quote Quote
  34. Request for Quote Response
  35. Subcontractor Payment application
  36. Subcontractor Payment application Line Item
 
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1     2 2                                                                
2                                                                        
3 2         7   13 10     10   10 **     19     22   28 25     25   25 *         36  
4 2         7   13 10     13   10       19     22   28 25   25   25             36  
5                                                                        
6     7 7       7 7 7   7   7 7                 7 7   7   7     7 7 7    
7                                                                        
8     13 13   7                                 7 7 7   7   7              
9     10 10   7                                 7 7 7   7   7           36  
10           7                                                         36  
11                                                                        
12     10 10   7                                 7 7 7   7   7           36  
13                                                                     36  
14     10 10   7                                 7 7 7   7   7           36  
15     **   7                                                     7 7 7    
16                                                                        
17                                                                        
18     19 19                                                                
19                                                                        
20                                                                        
21     22 22                                       22 22   22 22 22              
22                                                                        
23     28 28       7 7     7   7                                            
24     25 25   7   7 7     7   7             22                              
25           7   7 7     7   7             22                              
26                                                                        
27     25 25   7   7 7     7   7             22                              
28                                         22                              
29     25 25   7   7 7     7   7             22                              
30     *                                                                  
31                                                                        
32           7                 7                                          
33           7                 7                                          
34           7                 7                                          
35     36 36         36 36   36 36 36                                            
36                                                                        

 

Objects in the Workforce Management Dataset

Not all objects are available to all companies. See below for what objects are in the dataset and who they are available to. Not all users see all objects in a company, please see permissions for more information on how a user’s tool permissions impact what objects are available to them in the dataset.

Area Object Available to
Core Company (Vendor) All Companies
Crew Companies that Purchase Workforce Management
Employee All Companies
Project
Budget Budget Change Companies that Purchase Financials
Budget Change Adjustment Line Item
Budget Line Item All Companies
Budget Code Budget Code All Companies
Change Events Change Event Companies that Purchase Financials
Change Event Line Item
Commitments Commitment Companies that Purchase Financials
Commitment Line Item
Commitment Variations Commitment Variation Companies that Purchase Financials
Commitment Variation Line Item
Commitment Potential Variation
Commitment Potential Variation Request
Commitment Variation Markup
Direct Costs Direct Cost Companies that Purchase Financials
Direct Cost Line Items
Main Contracts Main Contract Companies that Purchase Financials
Main Contract Line Items
Main Contract Variations Main Contract Variation Companies that Purchase Financials
Main Contract Potential Variation
Main Contract Variation Request
Main Contract Variation Line Item
Main Contract Variation Markup
Production Quantities Actual Production Quantity Companies that Purchase Workforce Management or Financials
Budgeted production Quantity
Change Event Production Quantity Companies that Purchase Financials
Main Contract Variation Production Quantity
Daywork Sheets Daywork Sheet Companies that Purchase Workforce Management or Daywork Sheets
Daywork Sheet Equipment
Daywork Sheet Labour
Daywork Sheet Material
Daywork Sheet Subcontractor
Timecard Entry Timecard Entry Companies that Purchase Workforce Management

How are objects in the Dataset Joined?

Objects that have a relationship are linked by a join. When two objects in Enhanced Reporting are joined, they appear in the same row in a report. For example, a commitment variation is joined to a commitment and they will appear in the same row. Sometimes, two objects aren’t directly joined, but are joined through a third object. In this case, a field from that third object must be added to a report to show the connection between the first two. For example, a Commitment and a Budget Code do not have a direct relationship, but if a field from Commitment Line Item - which does have a direct relationship with both - is added to a report, all three objects will appear in the same line.

The table below shows the joins of the objects in the dataset. To determine if two objects are joined, search for one across the top and the other on the side. The cell that corresponds to the column and row of the objects tells you if they are joined.

  • If the cell shows “Join”, the objects are joined directly and fields from these objects will appear in the same row.
  • If the cell shows “Join (through third object name),” the objects are indirectly joined through a third object. A field from that third object must be added to the report to see the data in the same row.
  • If the cell shows “No join,” the objects do not have a relationship and data will not appear in the same row (the exception to this is if only measures from these objects have been added to the report).

Join Table

Legend

  Join

  Join through numbered object

* Join through any line item object

** Join through any line item object except Budget

  1. Actual Production Quantity
  2. Budget Code
  3. Budget Line Item
  4. Budgeted Production Quantity
  5. Change Event
  6. Change Event Line Item
  7. Change Event Production Quantity
  8. Commitment
  9. Commitment Variation
  10. Commitment Variation Line Item
  11. Commitment Variation Markup
  12. Commitment Variation Request
  13. Commitment Line Item
  14. Commitment Potential Variation
  15. Company (Vendor)
  16. Crew
  17. Direct Cost
  18. Direct Cost Line Item
  19. Employee
  20. Main Contract
  21. Main Contract Variation
  22. Main Contract Variation Line Item
  23. Main Contract Variation Markup
  24. Main Contract Variation Production Quantity
  25. Main Contract Variation Request
  26. Main Contract Line Item
  27. Main Contract Potential Variation
  28. Project
  29. Project Roles
  30. Daywork Sheet
  31. Daywork Sheet Equipment
  32. Daywork Sheet Labour
  33. Daywork Sheet Material
  34. Daywork Sheet Subcontractors
  35. Timecard Entry
 
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1                                                                      
2         6     13 10         10 **   18     26 22       22   22 *              
3                                                                      
4                                                                      
5   6           6 6 6   6   6 6           6 6     6   6                
6                                                                      
7                                                                      
8   13     6                             6 6 6     6   6                
9   10     6                             6 6 6     6   6                
10         6                                                            
11                                                                      
12         6                             6 6 6     6   6                
13                                                                      
14   10     6                             6 6 6     6   6                
15   **     6                                                     30      
16                                                                      
17   18                                                                  
18                                                                      
19                                                                      
20   26           6 6     6   6                                          
21   22     6     6 6     6   6                                          
22         6     6 6     6   6                                          
23                                                                      
24                                                                      
25   22     6     6 6     6   6                                          
26                                                                      
27   22     6     6 6     6   6                                          
28   *                                                                  
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 In Beta
This feature is currently in closed beta so you may not have access, reach out to your CSM if you are interested in trying out this feature.

Objects in the Project Management - RFI Dataset

Not all objects are available to all companies. See below for what objects are in the dataset and who they are available to. Not all users see all objects in a company, please see permissions for more information on how a user’s tool permissions impact what objects are available to them.

Area Object Available to
Change Events Change Event Companies that Purchase Financials
Change Event Line Item
Instructions Instruction Companies that Purchase Instructions
Core Location All Companies
Project
RFI RFI Companies that Purchase RFIs
RFI Assignee
RFI Distribution List
RFI Response
Specifications Specification Section Companies that Purchase Specifications

How are objects in the Dataset Joined?

Objects that have a relationship are linked by a join. When two objects in Enhanced Reporting are joined, they appear in the same row in a report. For example, a commitment variation is joined to a commitment and they will appear in the same row. Sometimes, two objects aren’t directly joined, but are joined through a third object. In this case, a field from that third object must be added to a report to show the connection between the first two. For example, a Commitment and a Budget Code do not have a direct relationship, but if a field from Commitment Line Item - which does have a direct relationship with both - is added to a report, all three objects will appear in the same line.

The table below shows the joins of the objects in the dataset. To determine if two objects are joined, search for one across the top and the other on the side. The cell that corresponds to the column and row of the objects tells you if they are joined.

  • If the cell shows “Join”, the objects are joined directly and fields from these objects will appear in the same row.
  • If the cell shows “Join (through third object name),” the objects are indirectly joined through a third object. A field from that third object must be added to the report to see the data in the same row.
  • If the cell shows “No join,” the objects do not have a relationship and data will not appear in the same row (the exception to this is if only measures from these objects have been added to the report).

Join Table

Legend

  Join

  Join through numbered object

* Join through any line item object

** Join through any line item object except Budget

  1. Change Event
  2. Change Event Line Item
  3. Locations
  4. Project
  5. RFI
  6. RFI Assignee
  7. RFI Distribution List
  8. RFI Response
  9. Specification Section
 
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