Directory & Portfolio
The Directory and Portfolio dataset can report on comprehensive Directory data across companies, users, projects, insurance, comments, and distribution groups. Use this data set 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 Indirectly Through Named Object in Bold | Notes |
|---|---|---|---|
Company (Vendor) |
| User:
| None |
User |
| None | Join only for Project Contacts: Project Distribution Group |
Project |
| None | None |
Company Global Insurance | Project | None | None |
Company Project Insurance | Project | None | None |
Company Comments | Company (Vendor) | None | None |
Company Distribution Group | User | User: Company (Vendor) | Join only for Project Contacts: User |
Contact | User | User: Company (Vendor) | None |
Project Distribution Group | User | None | Join only for Project Contacts: User |
Tool Configuration | None | None | None |
Project Permissions |
| User: Company (Vendor) | None |
Company Permissions | User | User: Company (Vendor) | None |
Project Granular Permissions |
| User: Company (Vendor) | None |
Company Granular Permissions | User | User: Company (Vendor) | None |
Project Roles |
| None | Contact Name is a field on this object — not a join to Contact. |