360 Reporting: Data Guide

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		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 Subcontractor SOV	Budget Change Adjustment Line Item: Budget Change Change Event Line Item: Change Event Commitment Change Order Line Item: Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order Commitment Line Item: Commitment Direct Cost Line Item: Direct Cost Owner Invoice Line Item: Owner Invoice Prime Contract Change Order Line Item: Prime Contract Change Order, Prime Contract Change Order Request, Prime Contract Potential Change Order Prime Contract Line Item: Prime Contract Subcontractor Invoice Line Item: Subcontractor Invoice	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 Change Event Line Item: Change Event, Commitment Change Order Line Item: Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order Commitment Line Item: Commitment Direct Cost Line Item: Direct Cost Owner Invoice Line Item: Owner Invoice Prime Contract Change Order Line Item: Prime Contract Change Order, Prime Contract Change Order Request, Prime Contract Potential Change Order Prime Contract Line Item: Prime Contract Subcontractor Invoice Line Item: Subcontractor Invoice	None	None
Budget Modification		None	None	None
Change Event			None	None
Change Event Line Item		None	None	None
Commitment		Commitment Line Item: Budget Code, Budget Line Item, Tax Change Event Line Item: Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order	None	None
Commitment Change Order		Commitment Change Order Line Item: Budget Code, Budget Line Item, Tax Change Event Line Item: Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order Subcontractor Invoice Line Item: Subcontractor Invoice	None	None
Commitment Change Order Line Item			None	None
Commitment Change Order Markup		None	None	None
Commitment Change Order Request		Commitment Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item Prime Contract Change Order Request, Prime Contract Potential Change Order Subcontractor Invoice Line Item: Subcontractor Invoice	None	None
Commitment Line Item			None	None
Commitment Potential Change Order		Commitment Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Prime Contract, Prime Contract Change Order, Prime Contract Change Order Line Item, Prime Contract Change Order Request, Prime Contract Potential Change Order Subcontractor Invoice Line Item: Subcontractor Invoice	None	None
Company (Vendor)			None	Budget Code
Company Global Insurance		None	None	None
Company Project Insurance		None	None	None
Contract Compliance		None	None	None
Direct Cost			None	None
Direct Cost Line Item		None	None	None
ERP Job Costs Summary		None	None	None
Invoice Compliance		None	None	None
Lien Waiver		None	None	None
Manual Hold		None	None	None
Monitored Resource		None	None	None
Owner Invoice			None	None
Owner Invoice Line Item		None	None	None
Payment Beneficiary		None	None	None
Payment Issued		None	None	None
Payment Received		None	None	None
Payment Requirement		None	None	None
Prime Contract		Prime Contract Line Item: Budget Code, Budget Line Item, Tax Change Event Line Item: Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order	None	None
Prime Contract Change Order		Prime Contract Change Order Line Item: Budget Code, Budget Line Item, Tax Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Company (Vendor) Owner Invoice Line Item: Owner Invoice	None	None
Prime Contract Change Order Line Item		Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order Owner Invoice Line Item: Owner Invoice	None	None
Prime Contract Change Order Markup		None	None	None
Prime Contract Change Order Request		Prime Contract Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order Owner Invoice Line Item: Owner Invoice	None	None
Prime Contract Line Item			None	None
Prime Contract Potential Change Order		Prime Contract Change Order Line Item: Budget Code, Budget Line Item Change Event Line Item: Change Event, Commitment, Commitment Change Order, Commitment Change Order Request, Commitment Potential Change Order	None	None
Project		None	Budget Code	None
Request for Quote		None	None	None
Project Role			None	None
Request For Quote Quote			None	None
Request For Quote Response			None	None
Subcontractor Invoice			None	None
Subcontractor Invoice Line Item		None	None	None
Sub-Tier		None	None	None
Sub-Tier Waiver		None	None	None
Tax		Commitment Change Order Line Item: Commitment Change Order Commitment Line Item: Commitment Prime Contract Change Order Line Item: Prime Contract Change Order Prime Contract Line Item: Prime Contract Subcontractor Invoice Line Item: Subcontractor Invoice Owner Invoice Line Item: Owner Invoice	None	None
Subcontractor SOV		None	None	None
Workflow Instance		None	None
Workflow Step			None
Workflow Step Assignees			None

How Your Data is Organized

Resource Management