Financials

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 Change Orders

Commitment Change Order

All Companies

Commitment Change Order Line Item

Commitment Potential Change Order

Companies/projects using two or more tiers of commitment change order

Commitment Potential Change Order Request

Contract Compliance

Attachment Count

Companies with access to Payments

Date Updated

Effective At

Expires At

ID

Name

Notes

Send Expiration Notification

Status

Type

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 the DocuSign****®** Integration

ERP

ERP Job Costs Summary

Companies with an ERP Integration

ERP Status Fields are Available in Multiple Objects2

Owner Invoices

Owner Invoice

Companies with access to Invoicing

Owner Invoices

Payments

Contract Compliance

Companies with access to Payments

Disbursement

Lien Waiver

Manual Hold

Payment Agreement

Payment Beneficiary

Payment Invite

Payment Issued

Payment Permissions

Payment Project Controls

Payment Requirement

Payment Requirement Settings

Payments Beneficiary

Sub-Tier

Sub-Tier Waiver

Prime Contracts

Prime Contract

All Companies

Prime Contract Line Items

Prime Contract Change Orders

Prime Contract Change Order

All Companies

Prime Contract Potential Change Order

Companies/projects using two or more tiers of prime contract change orders

Prime Contract Change Order Request

Prime Contract Change Order Line Item

All Companies

Prime Contract Change Order Markup

Subcontractor Invoices

Subcontractor Invoice

Companies with access to Invoicing

Subcontractor Invoice Line Items

1Docusign fields are available in the commitment, commitment change order, commitment change order request, commitment potential change order, owner invoice, prime contract, prime contract change order, prime contract change order request, prime contract potential change order, and subcontractor invoice objects.2ERP status fields are available in the budget change, commitment, commitment change order, Company, Prime contract, Prime contract change order, Project, and Subcontractor invoice 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 change order 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, an Inspection and an Action Plan Item do not have a direct relationship, but a field from an Action Plan Line Item Record that does have a direct relationship with both will be 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

Join Table Financials

Join Table CSS for reuse

Click to View 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 Change Order

  10. Commitment Change Order Line Item

  11. Commitment Change Order Markup

  12. Commitment Change Order Request

  13. Commitment Line Item

  14. Commitment Potential Change Order

  15. Company (Vendor)

  16. Company Global Insurance

  17. Company Project Insurance

  18. Direct Cost

  19. Direct Cost Line Item

  20. ERP Job Costs Summary

  21. Lien Waiver

  22. Manual Hold

  23. Monitored Resource

  24. Owner Invoice

  25. Owner Invoice Line Item

  26. Payment Issued

  27. Payment Requirement

  28. Prime Contract

  29. Prime Contract Change Order

  30. Prime Contract Change Order Line Item

  31. Prime Contract Change Order Markup

  32. Prime Contract Change Order Request

  33. Prime Contract Line Item

  34. Prime Contract Potential Change Order

  35. Project

  36. Project Roles

  37. Request for Quote

  38. Request For Quote Quote

  39. Request for Quote Response

  40. Subcontractor Invoice

  41. Subcontractor Invoice Line Item

  42. Contract Compliance

  43. Payment Beneficiary

  44. Sub-Tier

  45. Sub-Tier Waiver

FIN-join-table.png

Updated Jointable CSS and JS

How Your Data is Organized
Resource Management