Financials
The Financials dataset provides a comprehensive set of objects for reporting on every aspect of your project's financial lifecycle. Use this dataset 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 | Joins through any Line Item Object | Joins through any Line Item Object except Budget |
|---|---|---|---|---|
Budget Change | Budget Change Adjustment Line Item, Project | Budget Change Adjustment Line Item: Budget Code, Budget Line Item | None | None |
Budget Change Adjustment Line Item | Budget Change, Budget Code, Budget Line Item, Project | None | None | None |
Budget Code | Budget Change Adjustment Line Item, Budget Line Item, Budget Modification, Change Event Line Item, Commitment Change Order Line Item, Commitment Line Item, direct Cost line Item, ERP Job Costs Summary, Monitored Resource, Owner Invoice Line Item, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Line Item, Subcontractor Invoice Line Item | Budget Change Adjustment Line Item: Budget Change | Project | Company (Vendor) |
Budget Line Item | Budget Change Adjustment Line Item, Budget Code, Budget Modification, Change Event Line Item, Commitment Change Order Line Item, Commitment Line Item, Direct Cost Line Item, Monitored Resource, Owner Invoice Line Item, Prime Contract Change Order Line Item, Prime Contract Line Item, Project, Subcontractor Invoice Line Item | Budget Change Adjustment Line Item: Budget Change | None | None |
Budget Modification | Budget Code, Budget Line Item | None | None | None |
Change Event | Change Event Line Item, Prime Contract, Prime Contract Change Order Markup, Project | Change Event Line Item: Budget Code, Budget Line Item, 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 Request, Prime Contract Potential Change Order, Request for Quote, Request for Quote Quote, Request for Quote Response | None | None |
Change Event Line Item | Budget Code, Budget Line Item, Change Event, Commitment, Commitment Change Order, Commitment Change Order Line Item, 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, Request for Quote, Request for Quote Quote, Request for Quote Response | None | 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), Lien Waiver, Manual Hold, Payment Issued, Payment Requirement, Project, Request for Quote, Request for Quote Quote, Request for Quote Response | Commitment Line Item: Budget Code, Budget Line Item | None | 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, Subcontractor Invoice Line Item | Commitment Change Order Line Item: Budget Code, Budget Line Item | None | None |
Commitment Change Order Line Item | Budget Code, Budget Line Item, 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 Request, Prime Contract Potential Change Order, Project, Subcontractor Invoice Line Item | Subcontractor Invoice Line Item: Subcontractor Invoice | None | None |
Commitment Change Order Markup | Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order, Project | None | 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, Subcontractor Invoice Line Item | Commitment Change Order Line Item: Budget Code, Budget Line Item | None | None |
Commitment Line Item | Budget Code, Budget Line Item, Commitment, Company (Vendor), Project, Subcontractor Invoice Line Item | Subcontractor Invoice Line Item: Subcontractor Invoice | 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, Subcontractor Invoice Line Item | Commitment Change Order Line Item: Budget Code, Budget Line Item | None | 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, Company Global Insurance, Company Project Insurance, Direct Cost, Direct Cost Line Item, Lien Waiver, Manual Hold, Owner Invoice, Owner Invoice Line Item, Payment Issued, Payment Requirement, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order, Project, Subcontractor Invoice, Subcontractor Invoice Line Item, Contract Compliance, Payment Beneficiary, Sub-Tier, Sub-Tier Waiver | Change Event Line Item: Change Event, Request for Quote, Request for Quote Quote, Request for Quote Response | None | Budget Code |
Company Global Insurance | Company (Vendor) | None | None | None |
Company Project Insurance | Company (Vendor), Project | None | None | None |
Direct Cost | Company (Vendor), Direct Cost Line Item, Project | Direct Cost Line Item: Budget Code, Budget Code Line Item | None | None |
Direct Cost Line Item | Budget Code, Budget Line Item, Company (Vendor), Direct Cost | None | None | None |
ERP Job Costs Summary | Budget Code, Project | None | None | None |
Invoice Compliance | Commitment, Company (Vendor), Project, Subcontractor Invoice | None | None | None |
Lien Waiver | Commitment, Company (Vendor), Payment Requirement, Project, Subcontractor Invoice | None | None | None |
Manual Hold | Commitment, Company (Vendor), Subcontractor Invoice | None | None | None |
Monitored Resource | Budget Code, Budget Line Item, Change Event, Project | None | None | None |
Owner Invoice | Company (Vendor), Owner Invoice Line Item, Payment Issued, Prime Contract, Project | Owner Invoice Line Item: Budget Code, Budget Line Item, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order | None | None |
Owner Invoice Line Item | Budget Code, Budget Line Item, Company (Vendor), Owner Invoice, Prime Contract, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order, Project | None | None | None |
Payment Issued | Change Event, Commitment, Company (Vendor), Payment Requirement, Prime Contract, Project, Subcontractor Invoice | None | None | None |
Payment Received | Prime Contract, Owner Invoice, Company (Vendor), Project | None | None | None |
Payment Requirement | Commitment, Company (Vendor), Lien Waiver, Payment Issued, Project, Subcontractor Invoice | None | None | None |
Prime Contract | Change Event, Change Event Line Item, Commitment Change Order Line Item, Company (Vendor), Owner Invoice, Owner Invoice Line Item, Payment Issued, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order, Project | Prime Contract Line Item: Budget Code, Budget Line Item | None | None |
Prime Contract Change Order | Change Event Line Item, Commitment Change Order Line Item, Company (Vendor), Owner Invoice Line Item, Prime Contract, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Request | Prime Contract Change Order Line Item: Budget Code, Budget Line Item | None | None |
Prime Contract Change Order Line Item | Budget Code, Budget Line Item, Change Event Line Item, Commitment Change Order Line Item, Company (Vendor), Owner Invoice Line Item, 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 Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order | None | None |
Prime Contract Change Order Markup | Budget Code, Change Event, 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 | None | None | None |
Prime Contract Change Order Request | Change Event Line Item, Commitment Change Order Line Item, Company (Vendor), Owner Invoice Line Item, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Potential Change Order, Project | Prime Contract Change Order Line Item: Budget Code, Budget Line Item | None | None |
Prime Contract Line Item | Budget Code, Budget Line Item, Company (Vendor), Owner Invoice Line Item, Prime Contract, Project | Owner Invoice Line Item: Owner Invoice | None | None |
Prime Contract Potential Change Order | Change Event Line Item, Commitment Change Order Line Item, Company (Vendor), Owner Invoice Line Item, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Request, Project | Prime Contract Change Order Line Item: Budget Code, Budget Line Item | None | None |
Project | Budget Change, Budget Change Adjustment Line Item, Budget Line Item, Change Event, Change Event Line Item, Commitment, Commitment Chane Order, Commitment Change Order Line Item, Commitment Change Order Markup, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order, Company (Vendor), Company Project Insurance, Direct Cost, Direct Cost Line Item, ERP Job Costs Summary, Lien Waiver, Monitored Resource, Owner Invoice, Owner Invoice Line Item, Payment Issued, Payment Requirement, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Markup, Prime Contract Change Order Request, Prime Contract Line Item, Prime Contract Potential Change Order, Project Roles, Request for Quote, Request for Quote Quote, Request for Quote Response, Subcontractor Invoice, Subcontractor Invoice Line Item, Contract Compliance, Payment Beneficiary, Sub-Tier, Sub-Tier Waiver | None | Budget Code | None |
Request for Quote | Project | None | None | None |
Project Role | Change Event Line Item, Project, Request for Quote Quote, Request for Quote Response, Subcontractor Invoice | Change Event Line Item: Change Event, Company (Vendor) | None | None |
Request For Quote Quote | Change Event Line Item, Project, Request for Quote | Change Event Line Item: Change Event, Company (Vendor) | None | None |
Request For Quote Response | Change Event Line Item, Payment Requirement, Project, Request for Quote | Change Event Line Item: Change Event, Company (Vendor), Payment Requirement, Project, Request for Quote | None | None |
Subcontractor Invoice | Commitment, Company (Vendor), Lien Waiver, Manual Hold, Payment Issued, Payment Requirement, Project, Subcontractor Invoice Line Item, Sub-Tier Waiver | Subcontractor Invoice Line Item: Budget Code, Budget Line Item, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order | None | None |
Subcontractor Invoice Line Item | Budget Code, Budget Line Item, Commitment, Commitment Change Order, Commitment Change Order Line Item, Commitment Change Order Request, Commitment Line Item, Commitment Potential Change Order, Company (Vendor), Project, Subcontractor Invoice | None | None | None |
Contract Compliance | Commitment, Company (Vendor), Project | None | None | None |
Payment Beneficiary | Company (Vendor), Project | None | None | None |
Sub-Tier | Commitment, Company (Vendor), Project, Sub-Tier Waiver | None | None | None |
Sub-Tier Waiver | Commitment, Company (Vendor), Project, Subcontractor Invoice, Sub-Tier | None | None | None |