Data Dictionary


The tables in a OpenAir database. TB stands for the Invoices (TimeBills) module. TE stands for the Expenses module. TA stands for the Timesheets module. KM stands for the Workspaces module. PB stands for the Proposals module. PO stands for the Purchases module. PM stands for the Projects module. RM stands for the Resources module. OM stands for the Opportunities module If tables are not specifically designated as belonging to a particular module they belong to multiple modules. The UNIQUE_ID type is an indexed, primary key field.

Tables

account
accounting_period
accounts_payable
actual_cost
address
adhoc_report
agreement
agreement_to_project
alert
api_session
approval
approval_confirmation_status
approvalprocess
approvalprocess_rule
assign_by_day
assignment_profile
attachment
attachment_category
attachment_revision
attachment_text
attribute
attribute_description
attribute_set
authorization
authorization_item
auto_bill
baseline_by_day
billing_action
billing_split
booking
booking_baseline
booking_by_day
booking_request
booking_type
budget
budget_activity
budget_allocation
budget_category
builtin_crosstab
builtin_detail
bulk_payment
bus_type
carrier
category
category_1
category_2
category_3
category_4
category_5
cc_rate
company_size
contact
cost_category
cost_center
cost_center_used
cost_type
currency
current_period
cust_field
cust_field_link
custom_detail
customer
customer_location
customerpo
customerpo_to_project
deal
deal_booking_request
deal_contact
deal_schedule
deal_stage
department
dependent_custom_field
discussion

discussion_message
email_template
entity_report
entity_tag
envelope
estimate
estimate_adjustment
estimate_expense
estimate_labor
estimate_markup
estimate_phase
event
expense_policy
expense_policy_item
extended_field
filter
filter_set
filter_user
fob_location
folder
folder_content
forex
form
form_layout
form_layout_role
form_script_deployment
form_script_deployment_log
fulfillment
hear_about
hierarchy
hierarchy_node
history
import_export
import_export_cache
import_export_state
invoice
invoice_layout
invoice_tax_rates
issue
issue_category
issue_severity
issue_source
issue_stage
issue_status
item
item_history
item_to_user_location
job_code
job_code_history
job_code_rate_by_task
job_code_used
layout
leave_accrual_rule
leave_accrual_rule_to_user
leave_accrual_transaction
library_script_deployment
library_script_link
line_manager
list
list_layout
list_layout_favorite
list_layout_user
list_query
list_view_layout
loaded_cost
manufacturer
merchant
newsfeed
newsfeed_message
ns_queue
owner
payment
payment_terms

payment_type
payroll_type
pending_booking
portlet
preference
product
project
project_assign
project_assignment_profile
project_assignment_profile_filter
project_baseline
project_billing_rule
project_billing_transaction
project_booking_grid
project_budget_group
project_budget_itd_incurred_cost
project_budget_rule
project_budget_transaction
project_group
project_group_assign
project_location
project_mutex
project_mutex_override
project_pricing
project_pricing_approval
project_pricing_estimate
project_pricing_split
project_pricing_type
project_stage
project_task
project_task_assign
project_task_baseline
project_task_estimate
project_task_split
project_transfer
projecttask_type
proposal
proposal_block
proxy
purchase_item
purchaseorder
purchaser
purchaserequest
queue
rate_card
rate_card_item
receiving
registry_entry
reimbursement
repeat
report
report_cache
report_run_history
report_run_history_status
request_item
resource_attachment
resource_request
resource_request_queue
resourceprofile
resourceprofile_approval
resourceprofile_approval_line
resourceprofile_type
resourcesearch
resourcesearch_advanced
revenue_container
revenue_container_summary
revenue_projection
revenue_recognition_rule
revenue_recognition_rule_amount
revenue_recognition_rule_date
revenue_recognition_transaction
revenue_stage
role

role_booking_type_default
role_edit_exclusion
role_priv
schedule_by_day
schedule_request
schedule_request_item
schedule_script_deployment
schedule_script_deployment_log
scheduleexception
script_parameter
script_parameter_link
security_questions
shared_folder
shared_report
shipping_terms
short_url
signer
signoff
slip
slip_projection
slip_stage
slip_type
snapshot
solution
solution_link
solution_log
switch
switch_history
switch_total
tag_group
tag_group_attribute
target_utilization
task
task_adjustment
tax_location
tax_rate
template
territory
ticket
ticket_adjustment
ticket_approval
time_card
time_period
time_period_set
timer
timesheet
timesheet_row
timesheet_row_custom
timesheet_status
timetype
todo
up_rate
user
user_location
user_login
user_stat
user_tag_by_day
valuelist_custom_field
vehicle
vendor
viewfilter
viewfilter_rule
workhour
workhour_workday
workschedule
workschedule_workhour
workspace
workspace_link
workspace_user


Table: account - The account information table. This has only one record

Module: Account

Characteristics:

Links from: switch_history, switch, switch_total

Links to: workschedule

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique account id. Automatically assigned by
the system.
nicknameVARCHAR(50) NOT NULL    The account nickname for logins
companyVARCHAR(50) NOT NULL    The company name
address1VARCHAR(50) NOT NULL    Address line one
address2VARCHAR(50) NOT NULL    Address line two
address3VARCHAR(50) NOT NULL    Address line three
address4VARCHAR(50) NOT NULL    Address line four
cityVARCHAR(50) NOT NULL    City
stateVARCHAR(25) NOT NULL    State/province
zipVARCHAR(15) NOT NULL    ZIP/postal code
countryVARCHAR(30) NOT NULL    Country
phoneVARCHAR(30) NOT NULL    Phone number
faxVARCHAR(30) NOT NULL    Fax number
b_companyVARCHAR(70) NOT NULL    OpenAir Billing Company Name
b_salutationVARCHAR(50) NOT NULL    OpenAir Billing company name
b_firstVARCHAR(50) NOT NULL    OpenAir Billing last name
b_lastVARCHAR(50) NOT NULL    OpenAir Billing last name
b_address1VARCHAR(50) NOT NULL    OpenAir Billing Address line one
b_address2VARCHAR(50) NOT NULL    OpenAir Billing Address line two
b_address3VARCHAR(50) NOT NULL    OpenAir Billing Address line three
b_address4VARCHAR(50) NOT NULL    OpenAir Billing Address line four
b_cityVARCHAR(50) NOT NULL    OpenAir Billing City
b_stateVARCHAR(25) NOT NULL    OpenAir Billing State/province
b_zipVARCHAR(15) NOT NULL    OpenAir Billing ZIP/postal code
b_countryVARCHAR(30) NOT NULL    OpenAir Billing Country
b_phoneVARCHAR(30) NOT NULL    OpenAir Billing Phone number
b_faxVARCHAR(30) NOT NULL    OpenAir Billing Fax number
b_emailVARCHAR(255) NOT NULL    OpenAir Billing email address
business_typeVARCHAR(75) NOT NULL    The company business type
envelope_payerINTEGER NOT NULL    The id of the user who pays the reimbursements on envelopes in TE
rate_fromCHAR(2) NOT NULL    Where is the hourly billing rate pulled from:
ca - Category billing rate
cc - Category billing rate with a customer override
us - User billing rate
cp - Customer/project billing rate
up - User billing rate over-ridden on a project basis
pr - Project based billing rules
vat_registration_numberVARCHAR(20) NOT NULL    The VAT Registration number
invoice_email_textMEDIUMTEXT NOT NULL    Extra text to include in emails announcing invoices
system_messageMEDIUMTEXT NOT NULL    If this is set to a value this message will display on the top of every page as a system message
billing_idINTEGER NOT NULL    This is the foreign key for the master.billing table. It specifies which billing plan this account uses
(if they have confirmed)
offer_idINTEGER NOT NULL    This is the foreign key for the master.offer table
workschedule_idINTEGER NOT NULLYWork scheduleworkschedule.id The ID of the associated primary account workschedule.
currenciesMEDIUMTEXT NOT NULL    Comma delimited list of currency symbols available for use.
The first currency is the default currency for the account
All currencies are always available for expense items.
base_currencyCHAR(3) NOT NULL    The currency symbol used as a base currency for the currency conversion table.
is_multicurrencyCHAR(1) NOT NULL    A "1/0" field indicating if this account is multicurrency. Multicurrency accounts require
additional processing to handle currency conversions A multicurrency account doesn't
revert to a single currency account until all non-deleted things are in the same currency.
(Just removing other currencies from the "currencies" field is not enough.)
data_checkedCHAR(1) NOT NULL    Has the data being checked in the account
autoapproverINTEGER NOT NULL    If approver is the same as the submitter, then use this alternative approver
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: accounting_period - Holds a date range for an arbitrary accoutime period

Module: Accounting_period

Characteristics:

Links from: project_billing_rule, current_period, revenue_recognition_rule

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the accounting period
start_dateDATE NOT NULLY   The starting date of the period
end_dateDATE NOT NULLY   The ending date of the period
period_date_howCHAR(1) NOT NULL   SWhat date should be used when marking transactions to this period
'S'tart date
'E'nd date
'P'eriod date
period_dateDATE NOT NULL    The custom date to use for this period
current_periodCHAR(1) NOT NULLY   A "1/0" field indicating whether this is the current period
default_periodCHAR(1) NOT NULLY   A "1/0" field indicating whether this is the default period
notesMEDIUMTEXT NOT NULL    Notes field
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this period is open or closed
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: accounts_payable - The accounts payable information.

Module: Accounts_payable

Characteristics:

Links from: purchaser, purchaseorder

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique accounts_payable_id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The accounts_payable name. This shows up on all the accounts_payable popups in the application.
attentionVARCHAR(50) NOT NULL    Attention to line
address1VARCHAR(50) NOT NULL    Address line one
address2VARCHAR(50) NOT NULL    Address line two
address3VARCHAR(50) NOT NULL    Address line three
address4VARCHAR(50) NOT NULL    Address line four
cityVARCHAR(50) NOT NULL    City
stateVARCHAR(25) NOT NULL    State/province
zipVARCHAR(15) NOT NULL    ZIP/postal code
countryVARCHAR(30) NOT NULL    Country
webVARCHAR(255) NOT NULL    Web address
emailVARCHAR(255) NOT NULL    Email address
phoneVARCHAR(30) NOT NULL    Phone number
faxVARCHAR(30) NOT NULL    Fax number
notesMEDIUMTEXT NOT NULL    Accounts payable notes.
activeCHAR(1) NOT NULLY   A "1/0" field indicating where this is designated as an active accounts_payable "1/0".
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: actual_cost - Allows for date ranged costs across projects based on actual payroll records. Part of the proportional revenue feature.

Module: Actual_cost

Characteristics:

Links from:

Links to: user, cost_type

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameCHAR(1) NOT NULL    The name of the actual_cost. This field is never populated.
It is used only to satisfy subtotalling by actual_cost
user_idINTEGER NOT NULLYUseruser.id Id of the user
dateDATE NOT NULLY   Date for the actual cost
periodVARCHAR(100) NOT NULL    The time period of the actual cost one of:
Daily, Weekly, Monthly, Quarterly, Annually
currencyCHAR(3) NOT NULL (Currency)    The currency of the cost field
costDECIMAL(16,2) NOT NULL (Money)    The cost
cost_type_idINTEGER NOT NULLYCost typecost_type.id The id of the cost_type
is_accrualCHAR(1) NOT NULLY   A "1/0" field indicating whether this actual cost is an accrual
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: address - An address

Module: Address

Characteristics:

Links from:

Links to: contact

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
contact_idINTEGER NOT NULLYContactcontact.id The id of the associated user
emailVARCHAR(255) NOT NULL    Contact email address
address1VARCHAR(50) NOT NULL    Address line one
address2VARCHAR(50) NOT NULL    Address line two
address3VARCHAR(50) NOT NULL    Address line three
address4VARCHAR(50) NOT NULL    Address line four
cityVARCHAR(50) NOT NULL    City
stateVARCHAR(25) NOT NULL    State/province
zipVARCHAR(15) NOT NULL    ZIP/postal code
countryVARCHAR(30) NOT NULL    Country
notesMEDIUMTEXT NOT NULL    Notes field
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: adhoc_report - Holds adhoc report definitions and settings.

Module: Adhoc_report

Characteristics:

This table mirrors the report table.


Table: agreement - Agreements are used to track money through projects and billings

Module: Agreement

Characteristics:

Links from: payment, revenue_recognition_rule, revenue_recognition_rule_amount, revenue_projection, slip, project_billing_transaction, revenue_recognition_transaction, project_billing_rule, revenue_container_summary, slip_projection, agreement_to_project

Links to: attachment, customer

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the agreement
numberVARCHAR(100) NOT NULLY   The agreement number
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
dateDATE NOT NULLY   The date of the agreement
acct_dateDATE NOT NULLY   The accounting period date of the agreement
totalDECIMAL(16,2) NOT NULL (Money)    The agreement total
Dated by the date field
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record.
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is an active agreement
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this agreement

top


Table: agreement_to_project - Table to create the many to many link between projects and agreements

Module: Agreement

Characteristics:

Links from:

Links to: project, customer, agreement

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
agreement_idINTEGER NOT NULLYAgreementagreement.id The id of the associated agreement
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is an active agreement
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: alert - An alert is an events or conditions that will generate some action (typically an email) to occur. Alerts are a set of rules and conditions that are typically activated by a trigger event.

Module: Alert

Characteristics:

Links from: queue

Links to: project, customer, user, contact

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the alert
typeVARCHAR(25) NOT NULLY   The type of the alert.
user_idINTEGER NOT NULLYUseruser.id The id of user who created/owns the alert
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The project id if this alert is a associated with a specific project
object_idINTEGER NOT NULLY   A generic id field that can be used to associate with alert with a variety of objects
trigger_dayVARCHAR(25) NOT NULL    The description of the day to trigger the alert on
trigger_hourCHAR(4) NOT NULL    The hour to trigger the alert on. This is formatted like "1am" or "10pm", and repeat events like "*/2" (every 2nd hour)
trigger_minuteCHAR(4) NOT NULL    The minute to trigger the alert on. This is formatted like "05" or "30", and repeat events like "*/5" (every 5th minute)
days_agoINTEGER NOT NULL    The number of days ago that the rules will be applied from
days_up_toINTEGER NOT NULL    The number of days ago that the rules will be applied to
alert_whoCHAR(50) NOT NULL    Who should be alerted
contactsMEDIUMTEXT NOT NULL Contactcontact.id Which contacts should be alerted
user_filterMEDIUMTEXT NOT NULL    A user filter list. The alert rules only be applied to the users in this list.
project_filterMEDIUMTEXT NOT NULL    A project filter list. The alert rules only be applied to the projects in this list.
project_stagesMEDIUMTEXT NOT NULL    A project stages list. The alert rules only be applied to the projects with these stages.
project_ownersMEDIUMTEXT NOT NULL    A project owners list. The alert rules only be applied to the projects with these owners.
email_fromVARCHAR(255) NOT NULL    The from email address for the alert
subjectVARCHAR(75) NOT NULL    The subject line of the alert email
textMEDIUMTEXT NOT NULL    The text of the alert email
cc_approverCHAR(1) NOT NULL    CC the approver
cc_department_headCHAR(1) NOT NULL    CC the department head
data_1MEDIUMTEXT NOT NULL    Data field to store alert specific data. Typically used to store additional
UI fields
data_2MEDIUMTEXT NOT NULL    Data field to store alert specific data. Typically used to store runtime and
extra processing data
notesMEDIUMTEXT NOT NULL    Description/notes
activeCHAR(1) NOT NULLY   A "1/0" field indicating if this alert is active. Inactive alerts are
not run.
exclude_futureCHAR(1) NOT NULL    A "1/0" field indicating if this alert should exclude future-dated items (ie. future-dated
timesheets for this alert wouldn't be sent).
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
alert_who_condCHAR(1) NOT NULL   IOperator (and/or) to use for multiple alert_who (user lists) conditions.
'I' - Intersection (AND)
'U' - Union (OR)
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: api_session - Logs of each hit to XML and SOAP API except user scripts.

Module: Api_session

Characteristics:

Links from:

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id The id of the user associated with this event
guidVARCHAR(32) NOT NULLY   GUID of the running process
statusVARCHAR(20) NOT NULLY   the result of the request,
'OK', request was successfully parsed and returned
'NS_FAILURE', the namespace key pair was bad
'BAD_XML', we couldn't parse the request
'RUNTIME_ERROR', a perl internal error
'MCAFEE', this row is a simple timestamp (no other info) for a McAfee request
client_typeVARCHAR(200) NOT NULL    the name of the client type as passed in the request tag
client_versionVARCHAR(10) NOT NULL    the version of the client, as passed in the request tag
api_versionVARCHAR(10) NOT NULL    the api version attribute of request
occurredDATETIME NOT NULLY   The date of the event
completedDATETIME NOT NULL    Exact time when the response is sent
hostnameVARCHAR(30) NOT NULL    the server where the api request was executed
api_typeVARCHAR(30) NOT NULLY   Type of API (soap, xml)
deletedCHAR(1) NOT NULLY   A 1/"" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: approval - Holds the chain of approval action for things that can be approved, such as timesheets, expense reports and proposals.

Module: Approval

Characteristics:

Links from: approval

Links to: resourceprofile_approval, project, deal_booking_request, authorization, project_budget_group, booking, proposal, user, approvalprocess_rule, timesheet, envelope, schedule_request, revenue_container, approvalprocess, approval, purchaserequest, invoice, customer, purchaseorder, booking_request

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
approval_idINTEGER NOT NULLY approval.id Id of the associated approval. Represents a meta-approval, or an "approval confirmation".
statusCHAR(1) NOT NULLY   The status of child meta-approval. Only assigned a value if record has a meta-approval.
'S' - Submitted
'A' - Approved
'R' - Rejected
timesheet_idINTEGER NOT NULLYTimesheettimesheet.id Id of the associated timesheet.
envelope_idINTEGER NOT NULLYEnvelopeenvelope.id Id of the associated envelope (expense report)
proposal_idINTEGER NOT NULLYProposalproposal.id Id of the associated proposal
purchaserequest_idINTEGER NOT NULLYPurchase requestpurchaserequest.id Id of the associated purchaserequest
purchaseorder_idINTEGER NOT NULLYPurchase orderpurchaseorder.id Id of the associated purchaseorder
authorization_idINTEGER NOT NULLYAuthorizationauthorization.id Id of the associated authorization
schedule_request_idINTEGER NOT NULLYSchedule requestschedule_request.id Id of the associated schedule request
booking_request_idINTEGER NOT NULLYBooking requestbooking_request.id Id of the associated booking request
deal_booking_request_idINTEGER NOT NULLYDeal booking requestdeal_booking_request.id Id of the associated deal booking request
invoice_idINTEGER NOT NULLYInvoiceinvoice.id Id of the associated invoice
revenue_container_idINTEGER NOT NULLYRecognition containerrevenue_container.id Id of the associated revenue_container
booking_idINTEGER NOT NULLYBookingbooking.id Id of the associated booking
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_budget_group_idINTEGER NOT NULLY project_budget_group.id The id of the associated project budget group
project_idINTEGER NOT NULLYProjectproject.id Id of the associated project if this is project approval
resourceprofile_approval_idINTEGER NOT NULLYProfile approvalresourceprofile_approval.id Id of the associated resourceprofile approval
user_idINTEGER NOT NULLYUseruser.id Id of the user. A submittal record has the id of the user whose approvals are to be followed, this is usually the user who submitted the request, but for booking requests, it may be either the submitter or the user for whom the booking request is for depending on setting.
All other record have the id of the approver
submitterINTEGER NOT NULLY   Id of the user submitting the approval. Only valid for a submittal record (action = 'S').
approvalprocess_idINTEGER NOT NULLYApproval processapprovalprocess.id Id of the approvalprocess if this is associated with an approval process
approvalprocess_rule_idINTEGER NOT NULLY approvalprocess_rule.id Id of the approvalprocess_rule if this is associated with an approval process
seq_numberINTEGER NOT NULL    If this is associated with an approvalprocess this is the sequence number
that it is associated with.
actionCHAR(1) NOT NULLY   The approval action
'S' - Initial submittal for approval
'P' - Pending approval request
'A' - Acceptance of approval request
'R' - Rejection of approval request
'U' - Unapproval action
dateDATE NOT NULL    Date and time of the action
pending_doneCHAR(1) NOT NULLY   If the action is 'P'ending this flag is set to 1 once an 'A' or 'R' action record is created.
project_totalDECIMAL(12,2) NOT NULL    If this is a project based approval this holds the total amount (money or hours) that was approved.
notesMEDIUMTEXT NOT NULL    Notes/reason's etc
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
delay_toDATETIME NOT NULL    Delay action until this time
delay_actionCHAR(1) NOT NULL    Delayed action

top


Table: approval_confirmation_status - An index of approval confirmation status relative to the base entity record. A record here implies the related table and record_id has at least one confirmation.

Module: Approval_confirmation_status

Characteristics:

Compound Unique Indexes: cu1=table_name,record_id

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
table_nameVARCHAR(200) NOT NULLY   The name of the table with which this row is associated
record_idINTEGER NOT NULLY   The id of the record in table_name
submitted_submittedCHAR(1) NOT NULLY   A "1/0" field indicating if the record has a submitted approval with submitted (pending) confirmation.
submitted_approvedCHAR(1) NOT NULLY   A "1/0" field indicating if the record has an submitted approval with approved confirmation.
submitted_rejectedCHAR(1) NOT NULLY   A "1/0" field indicating if the record has a submitted approval with rejected confirmation.
approved_submittedCHAR(1) NOT NULLY   A "1/0" field indicating if the record has a approved approval with submitted (pending) confirmation.
approved_approvedCHAR(1) NOT NULLY   A "1/0" field indicating if the record has an approved approval with approved confirmation.
approved_rejectedCHAR(1) NOT NULLY   A "1/0" field indicating if the record has a approved approval with rejected confirmation.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: approvalprocess - Holds the header information on an approval process rule group

Module: ApprovalProcess

Characteristics:

Links from: deal, line_manager, owner, approval, project, customer, user, approvalprocess_rule

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name used for display in popups and lists.
or_sequenceCHAR(1) NOT NULL    A "1/0" field indicating whether any approval for a sequence number approves for all approvers with the same sequence number
autoapproverINTEGER NOT NULL    If approver is the same as the submitter, then use this alternative approver
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: approvalprocess_rule - Holds the individual rules that encompass an approval process

Module:

Characteristics:

Links from: approval

Links to: approvalprocess, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
approvalprocess_idINTEGER NOT NULLYApproval processapprovalprocess.id The id of the parent approvalprocess
seq_numberINTEGER NOT NULLY   The sequence number for this rule. A rule with a lower number has to
be approved before a rule with a higher number. If multiple rules have
the same order number they can be approved simultaneously.
user_idINTEGER NOT NULLYUseruser.id The user_id of the approver
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
ta_aptotCHAR(1) NOT NULL    A "1/0" field indicating whether the timesheet total auto approve rule is on
ta_aptot_modifyCHAR(2) NOT NULL    The comparitive modifier for the timesheet total auto approve rule
ta_aptot_totalDECIMAL(12,2) NOT NULL    The number of hours in the timesheets auto approve rule
ta_aptot_total_1DECIMAL(12,2) NOT NULL    The number of hours in the timesheets auto approve rule if a range is used
te_aptotCHAR(1) NOT NULL    A "1/0" field indicating whether the expense report total auto approve rule is on
te_aptot_modifyCHAR(2) NOT NULL    The comparitive modifier for the expense report total auto approve rule
te_aptot_howCHAR(1) NOT NULL    Which total should be used for the expense report rule. If blank use the full total or else use the 'R'iembursable total
te_aptot_totalDECIMAL(16,2) NOT NULL (Money)    The expense report total in the expense reports auto approve rule
te_aptot_total_1DECIMAL(16,2) NOT NULL (Money)    The expense report total in the expense reports auto approve rule if a range is used
az_aptotCHAR(1) NOT NULL    A "1/0" field indicating whether the expense authorization total auto approve rule is on
az_aptot_modifyCHAR(2) NOT NULL    The comparitive modifier for the expense authorization total auto approve rule
az_aptot_totalDECIMAL(16,2) NOT NULL (Money)    The expense authorization total in the expense authorization total auto approve rule
az_aptot_total_1DECIMAL(16,2) NOT NULL (Money)    The expense authorization total in the expense authorization total auto approve rule if a range is used
pr_aptotCHAR(1) NOT NULL    A "1/0" field indicating whether the purchaserequest total auto approve rule is on
pr_aptot_modifyCHAR(2) NOT NULL    The comparitive modifier for the timesheet total auto approve rule
pr_aptot_totalDECIMAL(16,2) NOT NULL (Money)    The purchaserequest total in the purchaserequest auto approve rule
pr_aptot_total_1DECIMAL(16,2) NOT NULL (Money)    The purchaserequest total in the purchaserequest auto approve rule if a range is used
po_aptotCHAR(1) NOT NULL    A "1/0" field indicating whether the purchaseorder total auto approve rule is on
po_aptot_modifyCHAR(2) NOT NULL    The comparitive modifier for the purchaseorder total auto approve rule
po_aptot_totalDECIMAL(16,2) NOT NULL (Money)    The purchaseorder total in the purchaseorder auto approve rule
po_aptot_total_1DECIMAL(16,2) NOT NULL (Money)    The purchaseorder total in the purchaseorder auto approve rule if a range is used
tb_aptotCHAR(1) NOT NULL    A "1/0" field indicating whether the invoice total auto approve rule is on
tb_aptot_modifyCHAR(2) NOT NULL    The comparitive modifier for the invoice total auto approve rule
tb_aptot_totalDECIMAL(16,2) NOT NULL (Money)    The invoice total in the invoice auto approve rule
tb_aptot_total_1DECIMAL(16,2) NOT NULL (Money)    The invoice total in the invoice auto approve rule if a range is used
pb_aptotCHAR(1) NOT NULL    A "1/0" field indicating whether the proposal total auto approve rule is on
pb_aptot_modifyCHAR(2) NOT NULL    The comparitive modifier for the proposal total auto approve rule
pb_aptot_totalDECIMAL(16,2) NOT NULL (Money)    The proposal total in the proposal auto approve rule
pb_aptot_total_1DECIMAL(16,2) NOT NULL (Money)    The proposal total in the proposal auto approve rule if a range is used
no_editCHAR(1) NOT NULL    A "1/0" field indicating if this approver is not allowed to edit a submitted entity if editing is globally allowed
autoapproverINTEGER NOT NULLY   If approver is the same as the submitter, then use this alternative approver
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
delay_daysINTEGER NOT NULL    Number of days to delay assignment by

top


Table: assign_by_day - A by day representation of the project_task/project_task_assign table.

Module: Assign_by_day

Characteristics:

Links from:

Links to: cost_center, projecttask_type, project, project_task, customer, user, job_code, category

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER UNSIGNED AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
dateDATE NOT NULLY   The date of the assignment
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the associated project_task
projecttask_type_idINTEGER NOT NULLYTask typeprojecttask_type.id The id of the associated projecttask_type
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
user_idINTEGER NOT NULLYUseruser.id The id of the associated user.
cost_center_idINTEGER NOT NULLYCost centercost_center.id The id of the associated cost_center.
category_idINTEGER NOT NULLYServicecategory.id The id of the associated default category. If this is set,
it is the default category for time entries on timesheets for this project task.
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job code
hoursDECIMAL(12,5) NOT NULL    The number of assigned hours on this date for this user/project_task.
High precision to reduce effect of rounding.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified

top


Table: assignment_profile -

Module: Assignment_profile

Characteristics:

Links from:

Links to: attribute, project_assignment_profile, resourceprofile_type

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique generic_resourceprofile id. Automatically assigned by
the system.
nameCHAR(1) NOT NULL    The generic_resourceprofile name. Stub.
typeCHAR(20) NOT NULLY   The generic_resourceprofile type. The "entity" on which this
generic_resourceprofile is based.
Skill
Education
Location
Jobrole
Industry
Customprofile_1..35
resourceprofile_type_idINTEGER NOT NULLYProfile typeresourceprofile_type.id Id of the resourceprofile_type
attribute_idINTEGER NOT NULLYAttributeattribute.id Id of the optional generic_resourceprofile attribute
commentMEDIUMTEXT NOT NULL    Additional comment describing this generic_resourceprofile
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
project_assignment_profile_idINTEGER NOT NULL Project assignment profileproject_assignment_profile.id The id of the associated project assignment profile

top


Table: attachment - The attachment table used for task/proposal attachments and documents/folders in Knowledge Management

Module: Attachment

Characteristics:

Links from: revenue_recognition_rule, issue, authorization, booking, resource_request, proposal, pending_booking, resource_attachment, user, request_item, envelope, timesheet, schedule_request, resource_request_queue, event, purchase_item, invoice, booking_request, attachment_text, project, deal_booking_request, line_manager, customerpo, agreement, ticket, attachment_revision, todo, attachment, owner, project_task, purchaserequest, purchaseorder

Links to: attachment, workspace, attachment_category

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
attachment_idINTEGER NOT NULLYDocument/folderattachment.id ID of the attachment set this record is associated with, if any
If this ID is zero, this is a root node
workspace_idINTEGER NOT NULLYWorkspaceworkspace.id ID of the associated workspace
parent_idINTEGER NOT NULLYDocument/folderattachment.id The attachment id of our immediate ancestor. If zero/null, this is a top-level document/folder.
attachment_category_idINTEGER NOT NULLY attachment_category.id The attachment category id.
file_nameVARCHAR(200) NOT NULL    The 'true' attachment name, as provided by the user on upload
nameVARCHAR(200) NOT NULL    The display name of the attachment
hash_nameVARCHAR(200) NOT NULL    The name of the file as stored on disk in our system
This is the relative path to the file from the document root directory
sizeINTEGER NOT NULL    The size, in bytes of the associated file
typeVARCHAR(200) NOT NULL    The file type as revealed by 'file' used for tracking purposes
download_countINTEGER NOT NULL    The number of times this file has been downloaded
uploaded_byINTEGER NOT NULL    The user_id of the User who uploaded the file
locked_byINTEGER NOT NULL    The user_id of the User who uploaded the file, 0 if unlocked
is_a_folderCHAR(1) NOT NULL    A "1/0" field indicating if any other attachments have us as a parent
is_lockedCHAR(1) NOT NULL    A "1/0" field indicating if the attachment is locked for editing
notesMEDIUMTEXT NOT NULL    Notes field, used for keyword searches
exclude_alertCHAR(1) NOT NULL    A "1/0" field indicating if the attachment is excluded in alert system
associationVARCHAR(30) NOT NULLY   The table (type of object) this field is associated with.
agreement
authorization
booking
booking_request
customerpo
deal_booking_request
envelope
event
invoice
issue
line_manager
owner
pending_booking
project
project_task
proposal
purchase_item
purchaseorder
purchaserequest
request_item
resource_attachment
resource_request
resource_request_queue
revenue_recognition_rule
schedule_request
ticket
timesheet
todo
user
recordINTEGER NOT NULLY   ID of the record in the associated table
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: attachment_category - Attachment category

Module: AttachmentCategory

Characteristics:

Links from: attachment

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(50) NOT NULL    The name of the category
default_categoryCHAR(1) NOT NULLY   A "1/0" field indicating whether this is the default attachment_category.
Used for for bulk uploads where an attachment category is not specified.
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is designated as an active attachment category
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: attachment_revision - The attachment_revision table used to track attachment revision histories

Module:

Characteristics:

Links from: schedule_script_deployment, solution, form_script_deployment, library_script_deployment

Links to: attachment

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
attachment_idINTEGER NOT NULLYDocument/folderattachment.id ID of the associated attachment
authorINTEGER NOT NULL    The user_id of the user who edited this revision
file_nameVARCHAR(200) NOT NULL    The 'true' attachment name, as provided by the user on upload
hash_nameVARCHAR(200) NOT NULL    The name of the file as stored on disk in our system
This is the relative path to the file from the document root directory
sizeINTEGER NOT NULL    The size, in bytes of the associated file
commentsMEDIUMTEXT NOT NULL    Comments related to this revision.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: attachment_text - The attachment_text table contains the text of Word documents for full text searching

Module:

Characteristics:

Links from:

Links to: attachment

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
attachment_idINTEGER NOT NULLYDocument/folderattachment.id ID of the associated attachment
textMEDIUMTEXT NOT NULLFULLTEXT   The text for searching
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: attribute - The table to describe a attribute.

Module: Attribute

Characteristics:

Links from: assignment_profile, resourceprofile, resourceprofile_approval_line, attribute_description

Links to: attribute_set

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
attribute_set_idINTEGER NOT NULLYAttribute setattribute_set.id Id of the associated attribute set.
nameVARCHAR(200) NOT NULL    The attribute name. This shows up on all the attribute popups in the application.
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: attribute_description - The table to create descriptions for attributes in attribute set specific to resourceprofile type

Module: Attribute_description

Characteristics:

Links from:

Links to: attribute, resourceprofile_type

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
resourceprofile_type_idINTEGER NOT NULLYProfile typeresourceprofile_type.id Id of the resourceprofile_type.
attribute_idINTEGER NOT NULLYAttributeattribute.id Id of the attribute.
descriptionMEDIUMTEXT NOT NULL    Information about the attribute in context of specific resourceprofile_type.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted.
createdDATETIME NOT NULL    Time the record was created.
updatedTIMESTAMP    Time the record was last modified.
auditMEDIUMTEXT NOT NULL    Audit trail of changes.

top


Table: attribute_set - The table to describe an attribute set.

Module: Attribute_set

Characteristics:

Links from: attribute, resourceprofile_type

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The attribute name. This shows up on all the attribute_set popups in the application.
notesMEDIUMTEXT NOT NULL    Notes
hierarchy_levelCHAR(1) NOT NULLY   Hiearchy level of the attribute set:
'' - attributes aren't hierarchical
'A' - attributes are sorted in ascendent order
'D' - attributes are sorted in descendent order
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: authorization - An authorization is a collection of expense items and amounts. An authorization has the the same relationship to an authorization_item as a ticket has to an envelope

Module: Authorization

Characteristics:

Links from: approval, authorization_item

Links to: attachment, project, customer, user, envelope

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
numberCHAR(20) NOT NULLY   The authorization tracking number
envelope_idINTEGER NOT NULLYEnvelopeenvelope.id The id of the associated envelope (only when expensed)
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this authorization
departDATE NOT NULL    The depature date of the authorization
returnDATE NOT NULL    The return date of the authorization
nameVARCHAR(200) NOT NULL    The name of the authorization
currencyCHAR(3) NOT NULL (Currency)    The currency of the authorization value
trip_reasonVARCHAR(150) NOT NULL    The reason for the trip
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
total_itemsDECIMAL(12,2) NOT NULL    The total number of items in the authorization
totalDECIMAL(16,2) NOT NULL (Money)    The total value of all the items in the authorization
Dated by the depart field
advanceDECIMAL(16,2) NOT NULL (Money)    The amount of any cash advance on the authorization
Dated by the depart field
statusCHAR(1) NOT NULLY   The status of the envelope
'O' - Open
'S' - Submitted
'A' - Approved
'R' - Rejected
date_submittedDATE NOT NULL    The date the authorization was submitted
date_approvedDATE NOT NULL    The date the authorization was approved
notesMEDIUMTEXT NOT NULL    Notes field
bookedCHAR(1) NOT NULL    A "1/0" field indicating if the authorization was booked
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: authorization_item - An authorization is comprised of multiple authorization_items

Module: Authorization_item

Characteristics:

Links from:

Links to: user, item, ticket, authorization

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
authorization_idINTEGER NOT NULLYAuthorizationauthorization.id The id of the associated authorization
item_idINTEGER NOT NULLYExpense itemitem.id The id of the associated item. Use the item.type field
to determine the subtype of this authorization_item.
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
ticket_idINTEGER NOT NULLYReceiptticket.id The id of the associated ticket
dateDATE NOT NULL    The date of the authorization item
currencyCHAR(3) NOT NULL (Currency)    The currency this authorization_item is in
requestedDECIMAL(16,2) NOT NULL (Money)    The requested amount of the authorization_item
Dated by the date field
actualDECIMAL(16,2) NOT NULL (Money)    The actual amount of the authorization_item if fulfilled
Dated by the date field
descriptionVARCHAR(200) NOT NULL    The description of the authorization_item
notesMEDIUMTEXT NOT NULL    Notes field
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: auto_bill - This table holds the rules for the auto billing of time and expenses.

Module: AutoBill

Characteristics:

Links from:

Links to: project, customer

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id If this is blank it is the global auto_bill rule. If it has a valid id it
is the auto_bill rules for the specific project.
ex_timetypeMEDIUMTEXT NOT NULL    A CSV list of the timetypes to exclude from auto_billing
ex_categoryMEDIUMTEXT NOT NULL    A CSV list of the categories to exclude from auto_billing
ex_itemMEDIUMTEXT NOT NULL    A CSV list of the items to exclude from auto_billing
project_roundCHAR(1) NOT NULL    Do we want to round the project time 1/0
project_round_rulesMEDIUMTEXT NOT NULL    Rules for project rounding
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: baseline_by_day - A by day representation of the project_task assignments for a baseline

Module:

Characteristics:

This table mirrors the assign_by_day table. It has the following extra fields:

Links from:

Links to: cost_center, projecttask_type, project_baseline, project, project_task, customer, user, job_code, category

Fields
NameTypeIndexLabelLinkDefaultDescription
project_baseline_idINTEGER NOT NULLYProject baselineproject_baseline.id The id of the associated baseline

top


Table: billing_action - The billing transaction table. This is where we store transactions for billable events in the account.

Module:

Characteristics:

Links from:

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   The unique ID of the billing
billing_codeVARCHAR(10) NOT NULLY   Billing Code
user_idINTEGER NOT NULLYUseruser.id User who caused this transaction (If an openair user, then this number is -1)
occurredDATETIME NOT NULL    Date the event occurred.
actionCHAR(15) NOT NULL    Action type of this transaction (add_user, rm_user)
occurred_toINTEGER NOT NULLY   User who caused this transaction (If an openair user, then this number is -1)
ez_infoCHAR(30) NOT NULL    Number identifying an invoice and how many reports sent does this one make
Number:#reports
disputedCHAR(1) NOT NULLY   Whether this transaction has been disputed Y = Yes, N = No, R = Rejected, A = Accepted, U = Under Consideration
dispute_emailVARCHAR(255) NOT NULL    Email to correspond with for the dispute
dispute_user_idINTEGER NOT NULLYUseruser.id user disputing transaction
creditDECIMAL(16,2) NOT NULL    Amount of credit
credit_descriptionMEDIUMTEXT NOT NULL    Description of credit
deletedCHAR(1) NOT NULLY   A "1/0" field indicating the record has been deleted
createdDATETIME NOT NULL    Date the record was created. It also specifies the date/time that the billing event occurred
updatedTIMESTAMP    Date the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: billing_split - If a thing does not have a one to one relationship with the billed slip this table holds the many to one or one to many lookup. The one to one relationship is still modeled with the embedded slip_id field.

Module: Billing_split

Characteristics:

Links from:

Links to: slip, task, project_billing_transaction

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
task_idINTEGER NOT NULLYTasktask.id The id of the associated task
slip_idINTEGER NOT NULLYTimeBillslip.id The id of the slip that was created
project_billing_transaction_idINTEGER NOT NULLY project_billing_transaction.id The id of the associated project billing transaction
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified

top


Table: booking - User booked to a project.

Module: Booking

Characteristics:

Links from: booking_by_day, project_task_assign, approval, slip_projection, task, revenue_projection, booking_baseline

Links to: attachment, resource_request_queue, project, project_location, project_task, schedule_request_item, project_assignment_profile, customer, job_code, user, repeat, booking_type, booking_request

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameCHAR(1) NOT NULL    The name of the booking. This field is never populated.
It is used only to satisfy subtotalling by booking in summary reports.
external_idVARCHAR(160) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
booking_request_idINTEGER NOT NULLYBooking requestbooking_request.id Id of the associated booking request
source_booking_idINTEGER NOT NULLY   Id of the booking used to create this booking
resource_request_queue_idINTEGER NOT NULLYResource request queueresource_request_queue.id The resource_request_queue associated with this booking
owner_idINTEGER NOT NULLYUseruser.id The id of the associated user creating the booking
notify_ownerCHAR(1) NOT NULL Notify requester  A "1/0" field indicating whether to send email to the
booking owner when changes occur to booking
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the task within the associated project
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
repeat_idINTEGER NOT NULLY repeat.id The id of the associated repeating event
booking_type_idINTEGER NOT NULLYBooking typebooking_type.id The id of the associated booking_type
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job code
match_scoreINTEGER NOT NULL    The match score if this booking was created from search results
priorityINTEGER NOT NULLY   The priority of this booking
preferredCHAR(1) NOT NULLY   The preferred status of this booking (1-5)
startdateDATE NOT NULLYStart Date  The start date of the booking
enddateDATE NOT NULLYEnd Date  The end date of the booking
starttimeVARCHAR(8) NOT NULLYStart Time  Start time
endtimeVARCHAR(8) NOT NULLYEnd Time  End time
as_percentageCHAR(1) NOT NULLYBook by  A "1/0" field indicating which of the fields...hours or
percentage are actual, and which is therefore derived.
Only one value can be actual.
If 1 then percentage is the actual, hours is derived.
If 0 then percentage is derived, hours is actual.
hoursDECIMAL(12,2) NOT NULL Hours Booked  The number of hours booked to this project during this
date range. This is either the actual booked hours or derived
from the percentage.
percentageDECIMAL(12,2) NOT NULL % Booked  The percentage of time booked to this project during this date range.
This is either the actual booked percentage or derived from the hours.
schedule_request_item_idINTEGER NOT NULLYSchedule request itemschedule_request_item.id The id of the schedule change item from a schedule request
notesMEDIUMTEXT NOT NULL    Booking notes.
date_submittedDATE NOT NULL    The date the booking was submitted
date_approvedDATE NOT NULLY   The date the booking was approved
date_rejectedDATE NOT NULLY   The date the booking was rejected
approval_statusCHAR(1) NOT NULLY   The approval status of the booking
'O' - Open
'S' - Submitted
'A' - Approved
'R' - Rejected
dirtyCHAR(1) NOT NULLY   A "2/1/0" field
0=clean
1=dirty
2=inprogress
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this booking
location_idINTEGER NOT NULLYProject locationproject_location.id The location ID for this booking
project_assignment_profile_idINTEGER NOT NULLYProject assignment profileproject_assignment_profile.id The project assignment profile ID for this booking
rm_approver_1INTEGER NOT NULL Approver 1user.id The user_id of the booking approver 1 that is substituted into the approval processes
If -10 then the approver is the 1st additional booking approver
rm_approver_2INTEGER NOT NULL Approver 2user.id The user_id of the booking approver 2 that is substituted into the approval processes
If -11 then the approver is the 2nd additional booking approver
rm_approver_3INTEGER NOT NULL Approver 3user.id The user_id of the booking approver 3 that is substituted into the approval processes
If -12 then the approver is the 3rd additional booking approver
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: booking_baseline - Holds the baseline for the bookings

Module: Booking_baseline

Characteristics:

Links from:

Links to: booking, project, customer, project_baseline

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
project_baseline_idINTEGER NOT NULLYProject baselineproject_baseline.id The id of the associated baseline
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
booking_idINTEGER NOT NULLYBookingbooking.id The id of the associated booking
startdateDATE NOT NULL    The start date of the booking
enddateDATE NOT NULL    The end date of the booking
hoursDECIMAL(12,2) NOT NULL    The number of hours booked to this project during this
date range. This is either the actual booked hours or derived
from the percentage.
percentageDECIMAL(12,2) NOT NULL    The percentage of time booked to this project during this date range.
This is either the actual booked percentage or derived from the hours.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: booking_by_day - A by day representation of the booking table.

Module: Booking_by_day

Characteristics:

Links from:

Links to: booking, project_assignment_profile, project, customer, job_code, user, project_task, booking_type

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
dateDATE NOT NULLY   The date of the booking
booking_idINTEGER NOT NULLYBookingbooking.id The id of the associated booking
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the task within the associated project
user_idINTEGER NOT NULLYUseruser.id The id of the associated user.
booking_type_idINTEGER NOT NULLYBooking typebooking_type.id The id of the associated booking_type.
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job code
project_assignment_profile_idINTEGER NOT NULLYProject assignment profileproject_assignment_profile.id The id of the associated project assignment profile
hoursDECIMAL(12,5) NOT NULL    The number of booked hours on this date for this customer/project/user/booking_type.
High precision to reduce effect of rounding.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified

top


Table: booking_request - The booking_request table.

Module: Booking_request

Characteristics:

Links from: booking, approval, pending_booking, email_template

Links to: attachment, project, customer, job_code, project_task, user, repeat, booking_type

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique booking_request id. Automatically assigned by the system.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
numberINTEGER NOT NULLY   The booking_request number that increments by 1
prefixVARCHAR(10) NOT NULL    A static alphanumeric booking_request number prefix.
nameVARCHAR(200) NOT NULL    The name of the booking_request (Prefix + number)
descriptionVARCHAR(200) NOT NULL    The description or purpose for the booking_request
owner_idINTEGER NOT NULLYUseruser.id The id of the associated user creating the booking request.
notify_ownerCHAR(1) NOT NULL    A "1/0" field indicating whether to send email to the
booking request owner changes occur to the resulting bookings.
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the task within the associated project
booking_type_idINTEGER NOT NULLYBooking typebooking_type.id The id of the associated booking_type
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job code
startdateDATE NOT NULLY   The start date of the booking_request
enddateDATE NOT NULLY   The end date of the booking_request
as_percentageCHAR(1) NOT NULLY   A "1/0" field indicating which of the fields...hours or
percentage are actual, and which is therefore derived.
Only one value can be actual.
If 1 then percentage is the actual, hours is derived.
If 0 then percentage is derived, hours is actual.
hoursDECIMAL(12,2) NOT NULL    The number of hours booked to this project during this
date range. This is either the actual booked hours or derived
from the percentage.
percentageDECIMAL(12,2) NOT NULL    The percentage of time booked to this project during this date range.
This is either the actual booked percentage or derived from the hours.
repeat_idINTEGER NOT NULLY repeat.id The id of the associated repeating event
notesMEDIUMTEXT NOT NULL    Booking notes.
date_submittedDATE NOT NULL    The date the booking_request was submitted
date_approvedDATE NOT NULLY   The date the booking_request was approved
approval_statusCHAR(1) NOT NULL    The approval status of the booking request
'O'pen
'P'ending approval
'A'pproved
'R'ejected
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this booking_request
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: booking_type - A simple table to describe a booking type (i.e. billable, non-billable, business development, etc), used in RM bookings

Module: Booking_type

Characteristics:

Links from: resource_request_queue, role_booking_type_default, deal_booking_request, task, revenue_projection, project_booking_grid, booking, booking_by_day, role_edit_exclusion, resource_request, slip_projection, pending_booking, booking_request

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The name of the booking_type
priorityCHAR(1) NOT NULL    The priority of the booking type (1 - 9)
notesMEDIUMTEXT NOT NULL    Notes
suppress_notificationCHAR(1) NOT NULL    Suppress booking notifications to booked resource for this booking type
suppress_line_manager_notificationCHAR(1) NOT NULL    Suppress booking notifications to line manager of booked resource for this booking type
default_for_booking_requestCHAR(1) NOT NULLY   A "1/0" field indicating whether this is the default booking type for
new booking requests.
default_for_deal_booking_requestCHAR(1) NOT NULLY   A "1/0" field indicating whether this is the default booking type for
new deal booking requests.
default_for_auto_bookingsCHAR(1) NOT NULLY   A "1/0" field indicating whether this is the default booking type for
bookings automatically created from approved booking requests.
approval_statusCHAR(1) NOT NULL    The approval status of the booking request
'O' - Open
'S' - Submitted
'A' - Approved
'R' - Rejected
default_for_approval_statusCHAR(1) NOT NULLY   A "1/0" field indicating whether this is the default booking type used when
the approval status changes.
activeCHAR(1) NOT NULLY   a "1/0" field, specifying if the type is active
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: budget - A budget entry

Module: Budget

Characteristics:

Links from: budget_allocation

Links to: budget_category, project, customer, category

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system
nameVARCHAR(200) NOT NULLY   The name
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
dateDATE NOT NULLY   The date of the budget entry
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
totalDECIMAL(16,2) NOT NULL (Money)    The total value of budget entry
Dated by the date field
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
budget_category_idINTEGER NOT NULLYTransactional budget categorybudget_category.id The id of the budget category
category_idINTEGER NOT NULLYServicecategory.id The id of the associated category

top


Table: budget_activity - Budget activity

Module: Budget_activity

Characteristics:

Links from: budget_allocation

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is active
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: budget_allocation - The user and activity allocation of a budget entry

Module: Budget_allocation

Characteristics:

Links from:

Links to: budget_category, project, customer, user, budget_activity, budget

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
budget_idINTEGER NOT NULLYTransactional budgetbudget.id The id of the associated budget
budget_category_idINTEGER NOT NULLYTransactional budget categorybudget_category.id The id of the budget category
budget_activity_idINTEGER NOT NULLYTransactional budget activitybudget_activity.id The id of the budget activity
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
dateDATE NOT NULLY   The date of the budget entry
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
allocationDECIMAL(12,2) NOT NULL    The percentage of the budget entry that this user was allocated to
totalDECIMAL(16,2) NOT NULL (Money)    The total value of budget allocation
Dated by the date field
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: budget_category - Category for a project budget

Module: Budget_category

Characteristics:

Links from: budget_allocation, budget

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is active
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: builtin_crosstab - This table holds the customizations for builtin crosstab fields

Module: Builtin_crosstab

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The customized name of the builtin crosstab field
proper_valVARCHAR(200) NOT NULLY   The internal name of the builtin crosstab field
valVARCHAR(200) NOT NULLY   The internal name of the builtin crosstab field, excluding app prefix
source_appCHAR(2) NOT NULLY   The app from which the builtin crosstab field is sourced
One of tb te ta pm rm po
descriptionVARCHAR(200) NOT NULL    The customized description of the field
no_prepend_moduleCHAR(1) NOT NULLY   A "1/0" field indicating module name should not be prepended to title
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: builtin_detail - This table holds the customizations for builtin detail fields

Module: Builtin_detail

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The customized name of the builtin crosstab field
proper_valVARCHAR(200) NOT NULLY   The internal name of the builtin crosstab field
object_nameCHAR(40) NOT NULLY   The name of the object
descriptionVARCHAR(200) NOT NULL    The customized description of the field
suppress_crosstab_suffixCHAR(1) NOT NULLY   A "1/0" field suppress time period suffix in summary report detailing
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: bulk_payment - The bulk payment table in the TB application. Bulk payments represent a single payment transaction which was used to make payments across one or more invoices.

Module: Bulk_payment

Characteristics:

Links from: payment

Links to: customer, merchant

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique bulk_payment id. Automatically assigned by
the system.
merchant_idINTEGER NOT NULLY merchant.id The id of the merchant used for this transaction.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the customer making the payment.
dateDATE NOT NULLY   The date of the payment
approval_codeVARCHAR(20) NOT NULL    The payment vendors approval code
transaction_idINTEGER NOT NULL    The payment vendors transaction id
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
totalDECIMAL(16,2) NOT NULL (Money)    The payment total for this bulk payment
Dated by the date field
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: bus_type - A business type in the Opportunities module

Module: BusType

Characteristics:

Links from: customer

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The description of the bus_type
notesMEDIUMTEXT NOT NULL    Notes field
activeCHAR(1) NOT NULLY   Is this record active?
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: carrier - The carrier table.

Module: Carrier

Characteristics:

Links from: purchaser, fulfillment, purchaseorder

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique carrier id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The carrier name. This shows up on all the carrier popups in the application.
notesMEDIUMTEXT NOT NULL    Carrier notes.
activeCHAR(1) NOT NULLY   A "1/0" field indicating where this is designated as an active carrier "1/0".
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: category - Service, category, activity or time type in the Proposals, Timesheets, and Invoices modules. A time-dependent action.

Module: Category

Characteristics:

Links from: revenue_recognition_rule, revenue_projection, slip, budget, revenue_recognition_transaction, timesheet_row, schedule_request_item, baseline_by_day, schedule_request, proposal_block, up_rate, project_task, task, revenue_recognition_rule_amount, assign_by_day, project_billing_transaction, project_budget_transaction, project_billing_rule, cc_rate, slip_projection, project_budget_rule

Links to: cost_center

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The category name
notesMEDIUMTEXT NOT NULL    Notes
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
cost_center_idINTEGER NOT NULLYCost centercost_center.id The id of the associated cost center
cost_rateDECIMAL(16,2) NOT NULL (Money)    The hourly cost rate
rateDECIMAL(16,2) NOT NULL (Money)    The hourly billing rate
other_rateDECIMAL(16,2) NOT NULL (Money)    The rate for another time billing metric
other_rate_typeCHAR(10) NOT NULL    The time the other_rate field applies to. Valid entries are Day, Week, Month, Quarter, Year and Session
fixed_feeDECIMAL(16,2) NOT NULL (Money)    The fixed fee value of this service
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
proposal_textMEDIUMTEXT NOT NULL    The text used for a proposal with this service
taxableCHAR(1) NOT NULL    A "1/0" field indicating whether this item is taxable, vat-able etc.
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is designated as an active category.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: category_1 - Provides extended category capability for transactions, providing ability to relate transactions to one-or-more built-in categories. The others are category_2, category_3, category_4 and category_5.

Module: Category_1

Characteristics:

Links from: revenue_recognition_rule, project_task, revenue_recognition_rule_amount, task, revenue_projection, slip, project_billing_transaction, revenue_recognition_transaction, project_billing_rule, slip_projection

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name
notesMEDIUMTEXT NOT NULL    Notes
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is designated as an active category_1.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: category_2 - Identical concept to category_1

Module: Category_2

Characteristics:

This table mirrors the category_1 table.


Table: category_3 - Identical concept to category_1

Module: Category_3

Characteristics:

This table mirrors the category_1 table.


Table: category_4 - Identical concept to category_1

Module: Category_4

Characteristics:

This table mirrors the category_1 table.


Table: category_5 - Identical concept to category_1

Module: Category_5

Characteristics:

This table mirrors the category_1 table.


Table: cc_rate - This table holds the category customer rate table.

Module:

Characteristics:

Links from:

Links to: customer, category

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
category_idINTEGER NOT NULLYServicecategory.id The id of the category this rate is associated with
customer_idINTEGER NOT NULLYClientcustomer.id The id of the customer this rate is associated with
currencyCHAR(3) NOT NULL (Currency)    The currency these rates are quoted in
rateDECIMAL(16,2) NOT NULL (Money)    The hourly billing rate
notesMEDIUMTEXT NOT NULL    Description/notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: company_size - A company_size

Module: CompanySize

Characteristics:

Links from: customer

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The description of the company size
notesMEDIUMTEXT NOT NULL    Notes field
activeCHAR(1) NOT NULLY   Is this record active?
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: contact - A contact

Module: Contact

Characteristics:

Links from: alert, project, event, invoice, proposal, customer, address, deal_contact, todo

Links to: customer

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
nameVARCHAR(200) NOT NULL    The name of the contact, this will be automatically generated if not supplied
lastVARCHAR(50) NOT NULL    The contacts last name
firstVARCHAR(50) NOT NULL    The contacts first name
salutationVARCHAR(15) NOT NULL    The contacts salutation
job_titleVARCHAR(50) NOT NULL    The contacts job title
phoneVARCHAR(30) NOT NULL    Phone number
mobileVARCHAR(30) NOT NULL    Mobile number
faxVARCHAR(30) NOT NULL    Fax number
emailVARCHAR(255) NOT NULL    Contact email address
notesMEDIUMTEXT NOT NULL    Notes field
activeCHAR(1) NOT NULLY   A "1/0" field indicating an active contact.
can_bill_toCHAR(1) NOT NULL   1A "1/0" field indicating if the contact can be a billing contact
can_ship_toCHAR(1) NOT NULL   1A "1/0" field indicating if the contact can be a shipping contact
can_sold_toCHAR(1) NOT NULL   1A "1/0" field indicating if the contact can be a sold to contact
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: cost_category - Cost category

Module: Cost_category

Characteristics:

Links from: cost_type

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the cost_category
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this cost_category is active
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: cost_center - The cost center table

Module: Cost_center

Characteristics:

Links from: project, revenue_recognition_rule, item, revenue_projection, slip, revenue_recognition_transaction, line_manager, user, category, baseline_by_day, ticket, owner, timetype, project_task, revenue_recognition_rule_amount, task, project_billing_transaction, assign_by_day, project_billing_rule, slip_projection, customer

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the cost center
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is active
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: cost_center_used - Holds the information on what tables use the cost centers

Module: Cost_center_used

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
table_nameCHAR(20) NOT NULLY   The name of the table that uses a cost center
used_byCHAR(1) NOT NULLY   What it is used by
T'i'ckets - receipts
T'a'sks in timesheets
positionINTEGER NOT NULL    Position in the lookup rule
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: cost_type - Cost type

Module: Cost_type

Characteristics:

Links from: actual_cost

Links to: cost_category

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the cost_type
cost_category_idINTEGER NOT NULLYCost categorycost_category.id The id of the cost_category
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this cost_type is active
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: currency - The currency conversion override table. Exchange rates entered here override market rates.

Module: Currency

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id
symbolCHAR(3) NOT NULLY   The currency symbol
rateDECIMAL(12,5) NOT NULL    The account's custom conversion rate
deletedCHAR(1) NOT NULLY   A "1/0" field indicating the record has been deleted
createdDATETIME NOT NULL    Date the record was created
updatedTIMESTAMP    Date the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: current_period - Holds associated current period info for an Accounting period

Module: Current_period

Characteristics:

Links from:

Links to: accounting_period

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the current period
notesMEDIUMTEXT NOT NULL    Notes
accounting_period_idINTEGER NOT NULLYAccounting periodaccounting_period.id The id of the associated current period
accounting_period_popmenu_idINTEGER NOT NULLY   The id used in the accounting period popmenu to identify this current period. The value will be less than -2 as -1 and -2 are hard coded in the Accounting Period object as being the "Current accounting period" and "Default accounting period, respectively.
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is an active current period
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: cust_field - This table holds the definitions for custom fields. Custom fields allow an account to add their own fields to the application.

Module: CustomField

Characteristics:

Links from: timesheet_row_custom, cust_field_link

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the custom field
descriptionVARCHAR(200) NOT NULL    The description of the custom field
pickerCHAR(8) NOT NULLY   The type of field. This controls the on screen representation of the field.
'numeric'
'hours'
'days'
'percent'
'currency'
'date'
'text'
'textarea'
'check'
'radio'
'dropdown'
'droptext'
'selector'
'alloc_gr'
sizeINTEGER NOT NULL    The display size of the field on forms
decposINTEGER NOT NULL    The decimal size of the field
maxlengthINTEGER NOT NULL    The maximum length of data in the field
rowsINTEGER NOT NULL    The number of display rows for text area fields
valuelistMEDIUMTEXT NOT NULL    A list of values for radio groups and popup menu fields in csv format
defnowCHAR(1) NOT NULL    A "1/0" field indicating if date fields default to today.
requiredCHAR(1) NOT NULL    A "1/0" field indicating if this field is required.
moverCHAR(1) NOT NULL    A "1/0" field indicating if the selector should have mover controls
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
pick_sourceCHAR(30) NOT NULL    Picker source. e.g. user, customer, etc.
select_typeCHAR(10) NOT NULL   singlePicker select type, e.g. 'multi' or 'single' select type
seqINTEGER NOT NULLY   The sequence number of the field
user_idINTEGER NOT NULLYUseruser.id The id of the user who created/owns this custom field
associationVARCHAR(100) NOT NULLY   The table (type of object) this field is associated with.
'accounts_payable'
'agreement'
'attachment'
'authorization'
'authorization_item'
'booking'
'booking_request'
'budget'
'carrier'
'category'
'category_1'
'category_2'
'category_3'
'category_4'
'category_5'
'contact'
'cost_center'
'customer'
'customerpo'
'deal'
'deal_booking_request'
'department'
'discussion'
'envelope'
'event'
'fulfillment'
'hierarchy'
'hierarchy_node'
'invoice'
'item'
'issue'
'job_code'
'manufacturer'
'payment'
'payment_terms'
'payment_type'
'payroll_type',
'phase'
'product'
'project'
'projectbillingrule'
'project_task'
'project_task_assign'
'projecttask_type'
'proposal'
'purchase_item'
'purchaseorder'
'purchaser'
'purchaserequest'
'receiving'
'reimbursement'
'resource_request'
'resource_request_queue'
'request_item'
'revenue_container'
'revenuerecognitionrule'
'revenuerecognitiontransaction'
'schedule_request'
'schedule_request_item'
'slip'
'tax_location'
'ticket'
'timesheet'
'timetype'
'todo'
'user'
'vendor'
'workspace'
titleVARCHAR(75) NOT NULL    The title used on forms with this custom field
hintVARCHAR(75) NOT NULL    The hint used on forms
next_seqINTEGER NOT NULL    Next sequence number to use
activeCHAR(1) NOT NULLY   A "1/0" field indicating if this alert is active.
checkedCHAR(1) NOT NULL    A "1/0" field indicating if checkbox field is on by default
force_uniqueCHAR(1) NOT NULL    A "1/0" field indicating if this field is unique.
dividerCHAR(1) NOT NULL    A "1/0" field indicating whether to paint a divider.
divider_textVARCHAR(250) NOT NULL    Optional divider text
external_urlVARCHAR(250) NOT NULL    External URL to hyperlink the value to on reports
copy_destination_idINTEGER NOT NULL    The id of the destination cust_field used when moving custom data to other associations
regexVARCHAR(75) NOT NULL    A Perl regular expression that gets applied to the data in this custom field
regex_descriptionVARCHAR(250) NOT NULL    A description of the Perl regular expression
regex_actionCHAR(8) NOT NULL    Indicates the action performed with this regular expression, currently limited to validation on input.
'validate' - applied when field is saved
with_notesCHAR(1) NOT NULL    A "1/0" field indicating whether the custom field should store associated notes
hidden_data_entryCHAR(1) NOT NULL    A "1/0" field indicating whether the custom field should be hidden on the data entry UI
clear_valueCHAR(1) NOT NULL    A "1/0" field indicating default value should not be overwritten
never_copyCHAR(1) NOT NULL    A "1/0" field indicating if field can be cloned
urlMEDIUMTEXT NOT NULL    Default url for url custom fields
url_targetVARCHAR(15) NOT NULL    Action for url custom field. Should have some of standard html values for attribut target: '_blank', '_self','_parent', '_top'. If empty, no target will be set for the tag.

top


Table: cust_field_link - Association of script deployment table/id pairs referencing custom fields

Module: Cust_field_link

Characteristics:

Links from:

Links to: cust_field

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
cust_field_idINTEGER NOT NULLYCustom fieldcust_field.id The id of the cust_field referenced by deployment specified in table_name and record_id
table_nameVARCHAR(30) NOT NULLY   The name of the script deployment table this row is associated with
record_idINTEGER NOT NULLY   The id of the record in table_name
test_modeCHAR(1) NOT NULLY   A "1/0" field indicating if the reference acts in test mode
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: custom_detail - This table holds the definitions for custom detail fields

Module: Custom_detail

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
result_field_typeCHAR(1) NOT NULLY   The resulting field type:
'H' - hours
'D' - days
'M' - money
'Q' - quantity
'R' - ratio
'F' - fte
'A' - availability
'U' - utilization
nameVARCHAR(200) NOT NULL    The name of the custom detail
object_nameCHAR(40) NOT NULLY   The name of the object
functionVARCHAR(200) NOT NULLY   The function one of:
datediff, sum, avg, concat
sum_arg_1MEDIUMTEXT NOT NULL    The internal name of the first argument when function is sum
avg_arg_1MEDIUMTEXT NOT NULL    The internal name of the first argument when function is avg
concat_arg_1MEDIUMTEXT NOT NULL    The internal name of the first argument when function is concat
datediff_arg_1VARCHAR(200) NOT NULLY   The internal name of the first argument when function is datediff
datediff_arg_2VARCHAR(200) NOT NULLY   The internal name of the second argument when function is datediff
diff_arg_1VARCHAR(200) NOT NULLY   The internal name of the minuend when function is diff
diff_arg_2VARCHAR(200) NOT NULLY   The internal name of the subtrahend when function is diff
constant_argDECIMAL(12,2) NOT NULL    The constant
constant_typeVARCHAR(200) NOT NULLY   The data type of the constant
constant_per_transactionCHAR(1) NOT NULLY   Apply this constant to every transaction when used as operand in extended_field
constant_money_argDECIMAL(16,2) NOT NULL (Money)    The constant money
constant_currencyCHAR(3) NOT NULL (Currency)    Currency for the constant_money_arg
constant_money_per_transactionCHAR(1) NOT NULLY   Apply this constant to every transaction when used as operand in extended_field
descriptionVARCHAR(200) NOT NULL    The description of the field
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: customer - Customer, client or patient information. This is the individual or company that will be billed or expensed.

Module: Customer

Characteristics:

Links from: revenue_recognition_rule, issue, resource_request, agreement_to_project, envelope, baseline_by_day, project_task_baseline, resource_request_queue, signer, project_booking_grid, purchase_item, project_billing_rule, expense_policy, booking_baseline, booking_request, loaded_cost, project_baseline, revenue_projection, budget, booking_by_day, agreement, todo, revenue_container, alert, payment, assign_by_day, project_budget_transaction, customerpo_to_project, project_mutex, entity_tag, bulk_payment, auto_bill, timer, slip, project_budget_itd_incurred_cost, timesheet_row, revenue_recognition_transaction, authorization, booking, budget_allocation, project_assignment_profile, proposal, pending_booking, user, request_item, project_assign, schedule_request, up_rate, event, project_billing_transaction, cc_rate, invoice, email_template, entity_report, project, contact, deal_booking_request, estimate, project_budget_group, deal, line_manager, schedule_request_item, revenue_container_summary, customerpo, snapshot, ticket, owner, approval, project_task, task, report_cache, purchaserequest, slip_projection, project_budget_rule, project_pricing

Links to: cost_center, territory, approvalprocess, contact, hear_about, user, invoice_layout, company_size, customer_location, bus_type

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique customer id. Automatically assigned by the system.
primary_contact_idINTEGER NOT NULLYContactcontact.id The primary contact id.
billing_contact_idINTEGER NOT NULLYContactcontact.id The billing contact id.
shipping_contact_idINTEGER NOT NULL Contactcontact.id The shipping contact id.
sold_to_contact_idINTEGER NOT NULL Contactcontact.id The sold to contact id.
user_idINTEGER NOT NULLYUseruser.id The user ID of the customer owner
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
nameVARCHAR(200) NOT NULLY   The "nickname" used for display in popups and lists. If system will generate
a name if this fields is blank
companyVARCHAR(200) NOT NULL    The company name
emailVARCHAR(255) NOT NULL    Contact email address
address1VARCHAR(50) NOT NULL    Address line one
address2VARCHAR(50) NOT NULL    Address line two
address3VARCHAR(50) NOT NULL    Address line three
address4VARCHAR(50) NOT NULL    Address line four
cityVARCHAR(50) NOT NULL    City
stateVARCHAR(25) NOT NULL    State/province
zipVARCHAR(15) NOT NULL    ZIP/postal code
countryVARCHAR(30) NOT NULL    Country
webVARCHAR(255) NOT NULL    Web address
phoneVARCHAR(30) NOT NULL    Phone number
faxVARCHAR(30) NOT NULL    Fax number
bus_type_idINTEGER NOT NULLY bus_type.id Type of business this customer is in
company_size_idINTEGER NOT NULLY company_size.id This customer's company size
hear_about_idINTEGER NOT NULLY hear_about.id How did they hear about us
territory_idINTEGER NOT NULLYTerritoryterritory.id The territory for this deal
billing_codeCHAR(2) NOT NULLY   The customer billing code. Used in bulk invoicing
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record.
Also the default currency when an invoice is created
rateDECIMAL(16,2) NOT NULL (Money)    The hourly billing rate
invoice_textVARCHAR(100) NOT NULL    Text to display on every invoice
invoice_email_textMEDIUMTEXT NOT NULL    Extra text to include in emails announcing invoices
invoice_prefixVARCHAR(10) NOT NULL    Text to start every invoice number with
invoice_layout_idINTEGER NOT NULLY invoice_layout.id The id of the associated invoice layout
credit_invoice_layout_idINTEGER NOT NULLY   The id of the associated credit invoice layout
notesMEDIUMTEXT NOT NULL    Notes
termsVARCHAR(200) NOT NULL    Standard payment terms for the customer. Textual description like "Net 30"
cost_center_idINTEGER NOT NULLYCost centercost_center.id The id of the associated cost center
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is designated as an active customer.
typeCHAR(1) NOT NULLY   A "C/P" field indicationg if this is Customer or a Prospect
statementsCHAR(1) NOT NULL    A "1/0" field indicating if this customer can view statements.
tb_approverINTEGER NOT NULL Invoice approveruser.id The user_id of the invoice approver if this is a single approver process
This field is mutually exclusive with tb_approvalprocess
If -1 then the approver is the owners manager
If -2 then the approver is the owners manager's manager
tb_approvalprocessINTEGER NOT NULL Invoice approval processapprovalprocess.id The approvalprocess_id of the invoice approval process
This field is mutually exclusive with tb_approver
sync_workspaceCHAR(1) NOT NULL    A "1/0" field indicating whether to keep customer resources in sync with linked workspace members
customer_location_idINTEGER NOT NULLYClient locationcustomer_location.id The location ID for this customer
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created.
updatedTIMESTAMP    Time the record was last updated or modified.
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: customer_location - The table to describe a customer location

Module: Customer_location

Characteristics:

Links from: customer

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The location name
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is active
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: customerpo - Customerpos are used to track money through projects and billings

Module: Customerpo

Characteristics:

Links from: revenue_recognition_rule, revenue_recognition_rule_amount, revenue_projection, slip, project_billing_transaction, revenue_recognition_transaction, project_billing_rule, customerpo_to_project, slip_projection, revenue_container_summary

Links to: attachment, customer

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the customerpo
numberVARCHAR(100) NOT NULLY   The customerpo number
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
dateDATE NOT NULLY   The date of the customerpo
acct_dateDATE NOT NULLY   The accounting period date of the customerpo
totalDECIMAL(16,2) NOT NULL (Money)    The customerpo total. Mutually exclusive with hours: must be 0 if hours is used.
Dated by the date field
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record.
hoursDECIMAL(12,2) NOT NULL    The customerpo billable hours. Mutually exclusive with total: must be 0 if total is used.
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is an active customerpo
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this customerpo

top


Table: customerpo_to_project - Table to create the many to many link between projects and customerpos

Module: Customerpo

Characteristics:

Links from:

Links to: customerpo, project, customer

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
customerpo_idINTEGER NOT NULLYClient POcustomerpo.id The id of the associated customerpo
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is an active customerpo
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: deal - A deal is a potential sale to a prospect/customer

Module: Deal

Characteristics:

Links from: deal_schedule, deal_booking_request, deal_contact, event, todo, estimate

Links to: territory, proposal, approvalprocess, customer, user, deal_stage

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_linkINTEGER NOT NULL    The id of the project if a project was created from this deal
currencyCHAR(3) NOT NULL (Currency)    The currency this deal is in
nameVARCHAR(200) NOT NULL    The name/description of the deal
dr_approverINTEGER NOT NULL Deal booking request approveruser.id The user_id of the deal booking request approver if this is a single approver process
This field is mutually exclusive with dr_approvalprocess
If -1 then the approver is the owners manager
If -2 then the approver is the owners manager's manager
dr_approvalprocessINTEGER NOT NULL Deal booking requests approval processapprovalprocess.id The approvalprocess_id of the deal booking request approval process
This field is mutually exclusive with dr_approver
territory_idINTEGER NOT NULLYTerritoryterritory.id The territory for this deal
proposal_idINTEGER NOT NULLYProposalproposal.id Optional proposal associated with this deal
openedDATE NOT NULL    When this deal was first opened
closedDATE NOT NULL    When this deal was closed
deal_stage_idINTEGER NOT NULLYDeal stagedeal_stage.id The % of the work complete for this deal
ratingCHAR(1) NOT NULL    The rating for this deal
schedule_totalDECIMAL(16,2) NOT NULL (Money)    The total of the deal schedule rows
Dated by the schedule_max_date field
schedule_max_dateDATE NOT NULL    The latest date in the deal schedule
statusCHAR(1) NOT NULL    The status for this deal (O-Open, C-Closed, L-Lost)
notesMEDIUMTEXT NOT NULL    Notes field
activeCHAR(1) NOT NULLY   Is this record active?
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: deal_booking_request - The deal_booking_request table.

Module: Deal_booking_request

Characteristics:

Links from: approval

Links to: attachment, deal, customer, user, repeat, booking_type

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique deal_booking_request id. Automatically assigned by the system.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
numberINTEGER NOT NULLY   The deal_booking_request number that increments by 1
prefixVARCHAR(10) NOT NULL    A static alphanumeric deal_booking_request number prefix.
nameVARCHAR(200) NOT NULL    The name of the deal_booking_request (Prefix + number)
descriptionVARCHAR(200) NOT NULL    The description or purpose for the deal_booking_request
owner_idINTEGER NOT NULLYUseruser.id The id of the associated user creating the deal booking request.
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer or prospect
deal_idINTEGER NOT NULLYDealdeal.id The id of the associated deal
booking_type_idINTEGER NOT NULLYBooking typebooking_type.id The id of the associated booking_type
startdateDATE NOT NULLY   The start date of the deal_booking_request
enddateDATE NOT NULLY   The end date of the deal_booking_request
as_percentageCHAR(1) NOT NULLY   A "1/0" field indicating which of the fields...hours or
percentage are actual, and which is therefore derived.
Only one value can be actual.
If 1 then percentage is the actual, hours is derived.
If 0 then percentage is derived, hours is actual.
hoursDECIMAL(12,2) NOT NULL    The number of hours booked to this deal during this
date range. This is either the actual booked hours or derived
from the percentage.
percentageDECIMAL(12,2) NOT NULL    The percentage of time booked to this deal during this date range.
This is either the actual booked percentage or derived from the hours.
repeat_idINTEGER NOT NULLY repeat.id The id of the associated repeating event
notesMEDIUMTEXT NOT NULL    Booking notes.
date_submittedDATE NOT NULL    The date the deal_booking_request was submitted
date_approvedDATE NOT NULLY   The date the deal_booking_request was approved
approval_statusCHAR(1) NOT NULL    The approval status of the deal booking request
'O'pen
'P'ending approval
'A'pproved
'R'ejected
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this deal_booking_request
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: deal_contact - An deal - contact join

Module:

Characteristics:

Links from:

Links to: deal, contact

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
deal_idINTEGER NOT NULLYDealdeal.id The deal_id
contact_idINTEGER NOT NULLYContactcontact.id The related contact
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: deal_schedule - Deal, among other things, consists of a total deal amount and a potential closing date. This table breaks down the amount into smaller portions each of which has a different potential closing date.

Module:

Characteristics:

Links from:

Links to: deal

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
deal_idINTEGER NOT NULLYDealdeal.id ID of the deal associated with this deal portion
dateDATE NOT NULL    The potential closing date for a deal portion
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
amountDECIMAL(16,2) NOT NULL (Money)    The amount this portion of the deal is worth (in the currency of the deal)
Dated by the date field
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: deal_stage - The % complete of work for the deal. Defaults to 0-100 in 5% increments.

Module: Deal_stage

Characteristics:

Links from: deal

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the stage
percentageINTEGER NOT NULL    The percentage (0-100) of closing, used for forecasting calculations
positionINTEGER NOT NULLY   The position of the stage
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: department - The department table. A user can be associated with one department

Module: Department

Characteristics:

Links from: line_manager, owner, user

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name used for display in lists
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
user_idINTEGER NOT NULLYUseruser.id The user id of the head of the department
notesMEDIUMTEXT NOT NULL    Notes
messageMEDIUMTEXT NOT NULL    Customized message board for users of this department
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: dependent_custom_field - Holds the mappings of items to their parent.

Module: Dependent::CustomField

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
child_idINTEGER NOT NULL    The id of the child item.
parent_idINTEGER NOT NULL    The id of the item's parent.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: discussion - Workspace discussions.

Module: Discussion

Characteristics:

Links from: discussion_message

Links to: workspace, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
workspace_idINTEGER NOT NULLYWorkspaceworkspace.id The id of the associated workspace.
user_idINTEGER NOT NULLYUseruser.id The user id of the discussion owner.
nameVARCHAR(200) NOT NULLY   The discussion name.
descriptionVARCHAR(200) NOT NULL    The description of the discussion.
dateDATE NOT NULL    The date of the discussion.
notesMEDIUMTEXT NOT NULL    Notes
openCHAR(1) NOT NULLY   A "1/0" field indicating whether this discussion is open.
owner_delete_anyCHAR(1) NOT NULL    A "1/0" field indicating whether the discussion owner can delete any message/thread.
author_delete_ownCHAR(1) NOT NULL    A "1/0" field indicating whether a message owner can delete their own message.
exclude_alertCHAR(1) NOT NULL    A "1/0" field indicating if the discussion is excluded in alert system
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: discussion_message - Discussion messages.

Module: DiscussionMessage

Characteristics:

Links from: discussion_message

Links to: user, discussion_message, discussion

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
discussion_idINTEGER NOT NULLYDiscussiondiscussion.id The id of the associated discussion.
parent_idINTEGER NOT NULLYMessagediscussion_message.id The discussion_message id of our immediate ancestor. If zero/null, this is a top-level message.
user_idINTEGER NOT NULLYUseruser.id The user id who created the message
subjectVARCHAR(200) NOT NULL    The description of the message.
messageMEDIUMTEXT NOT NULL    The message
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: email_template - Table that contains email templates used throughout the system.

Module: Email_template

Characteristics:

Links from:

Links to: project, customer, project_task, booking_request

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique email template id. Assigned automatically by the system.
associationCHAR(1) NOT NULL    A one-letter key that identifies the association of email template. This corresponds to template_data() in EmailTemplate.pm.
typeCHAR(2) NOT NULL    A two-letter key to indicate the type of email template. This corresponds to template_data() in EmailTemplate.pm.
customer_idINTEGER NOT NULLYClientcustomer.id The customer id for this template.
project_idINTEGER NOT NULLYProjectproject.id The project id for this template.
booking_request_idINTEGER NOT NULLYBooking requestbooking_request.id The booking request id for this template.
project_task_idINTEGER NOT NULLYTaskproject_task.id The project task id for this template.
nameVARCHAR(200) NOT NULLY   A user-defined name for this email template.
subjectVARCHAR(255) NOT NULL    The subject line for the email.
bodyMEDIUMTEXT NOT NULL    The body for the email.
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULL    A "1/0" field indicating whether this is an active thing_template
deletedCHAR(1) NOT NULL    A "1/0" field indicating if the record was deleted.
createdDATETIME NOT NULL    Time the record was created.
updatedTIMESTAMP    Time the record was last updated or modified.
auditMEDIUMTEXT NOT NULL    Audit trail of changes.

top


Table: entity_report - Maps specific saved reports to used by specific entities.

Module:

Characteristics:

Links from:

Links to: report, project, customer, project_task

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
report_idINTEGER NOT NULLYReportreport.id ID of the report which is being designated for this entity
customer_idINTEGER NOT NULLYClientcustomer.id The ID of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the task within the associated project
context_nameVARCHAR(200) NOT NULLY   The context name to use for this entity
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMPY   Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: entity_tag -

Module:

Characteristics:

Links from: user_tag_by_day

Links to: project, customer, user, tag_group_attribute, tag_group

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id
tag_group_attribute_idINTEGER NOT NULLYTag group attributetag_group_attribute.id The id of the associated tag_group_attribute
tag_group_idINTEGER NOT NULLYTag grouptag_group.id The id of the tag_group this attribute is in.
start_dateDATE NOT NULL    Start date for this entity_tag
end_dateDATE NOT NULL    End date for this entity_tag
default_for_entityCHAR(1) NOT NULLY   A "1/0" field indicating whether this is the default row for this entity
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer. Not currently used.
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project. Not currently used.
dirtyCHAR(1) NOT NULLY   A "2/1/0" field
0=clean
1=dirty
2=inprogress
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating the record has been deleted
createdDATETIME NOT NULL    Date the record was created
updatedTIMESTAMP    Date the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: envelope - An envelope is a collection of tickets in the TE application. An envelope has the the same relationship to a ticket as an invoice has to a slip

Module: Envelope

Characteristics:

Links from: ticket_approval, approval, reimbursement, ticket, authorization

Links to: attachment, project, customer, user, tax_location

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
dateDATE NOT NULLY   The date of the envelope
acct_dateDATE NOT NULLY   The accounting period date of the envelope
date_startDATE NOT NULLY   The starting date of the envelope (only used with auto-naming)
date_endDATE NOT NULLY   The ending date of the envelope (only used with auto-naming)
numberCHAR(20) NOT NULLY   The envelope tracking number
nameVARCHAR(200) NOT NULL    The name of the envelope
currencyCHAR(3) NOT NULL (Currency)    The currency this envelope is in
trip_reasonVARCHAR(150) NOT NULL    The reason for the trip
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
total_ticketsDECIMAL(12,2) NOT NULL    The total number of tickets in the envelope
totalDECIMAL(17,3) NOT NULL (Money)    The total value of all the tickets in the envelope
Dated by the date field
total_to_reimburseDECIMAL(17,3) NOT NULL (Money)    The total amount of reimbursable expenses in the envelope
Dated by the date field
balanceDECIMAL(17,3) NOT NULL (Money)    The outstanding balance on the envelope
Dated by the date field
advanceDECIMAL(16,2) NOT NULL (Money)    The amount of any cash advance on the envelope
Dated by the date field
statusCHAR(1) NOT NULLY   The status of the envelope
'O' - Open
'S' - Submitted
'A' - Approved
'R' - Rejected
accountingCHAR(1) NOT NULLY   Has an envelope been submitted to an accounting partner (1/0)
date_submittedDATE NOT NULL    The date the envelope was submitted
date_approvedDATE NOT NULL    The date the envelope was approved
notesMEDIUMTEXT NOT NULL    Notes field
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this envelope
tax_location_idINTEGER NOT NULLYTax locationtax_location.id Default tax location for this envelope
thin_client_idVARCHAR(75) NOT NULLY   Used by thin clients to reconcile imported records
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
is_adjustingCHAR(1) NOT NULL    A "1/0" field indicating if the envelope is an adjusting envelope
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
currency_exchange_intoleranceCHAR(1) NOT NULLY   A "1/0" field indicating if the record is within the specified foreign currency tolerance
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project

top


Table: estimate - This table holds the estimate records. An estimate is a collection of staffing, fixed costs, and discount records.

Module: Estimate

Characteristics:

Links from: estimate_expense, estimate_adjustment, estimate_phase, estimate_markup, estimate_labor

Links to: deal, customer

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
deal_idINTEGER NOT NULLYDealdeal.id The id of the associated deal
currencyCHAR(3) NOT NULL (Currency)    The currency of this estimate
nameVARCHAR(200) NOT NULL    The short description for the estimate
notesMEDIUMTEXT NOT NULL    Estimate notes
hide_expenseCHAR(1) NOT NULLY   A "1/0" field indicating if expenses should be hidden in analysis report
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: estimate_adjustment - This table holds the estimate adjustment records.

Module: EstimateAdjustment

Characteristics:

Links from:

Links to: estimate

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
estimate_idINTEGER NOT NULLYEstimateestimate.id The id of the associated estimate
nameVARCHAR(200) NOT NULL    The name for the estimate adjustment
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
amountDECIMAL(16,2) NOT NULL (Money)    The amount of adjustment in money (in the currency of the estimate) or percentage
of total expense or labor. The actual type is identified by amount_type field.
amount_typeCHAR(1) NOT NULLY   A "1/0" field indicating the type of the amount field
If 1 then amount field represents percentage of time
If 0 then amount field represents number of hours
adjustment_typeCHAR(1) NOT NULLY   A "1/0" field indicating the adjustment is for labor or expenses
If 1 then adjustment is for labor
If 0 then adjustment is for expenses
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: estimate_expense - This table holds the estimate expense records.

Module: EstimateExpense

Characteristics:

Links from:

Links to: item, project_task, estimate

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
estimate_idINTEGER NOT NULLYEstimateestimate.id The id of the associated estimate
phase_idINTEGER NOT NULLYTaskproject_task.id The id of the associated estimate phase
item_idINTEGER NOT NULLYExpense itemitem.id The id of the associated expense item
dateDATE NOT NULL    Date for the expense
quantityDECIMAL(12,2) NOT NULL    The quantity for the expense
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
priceDECIMAL(16,2) NOT NULL (Money)    The cost of the expense
Dated by the date field
markup_typeCHAR(1) NOT NULLY   A "1/0" field indicating the type of expense markup:
If 1 then use pecentage of the cost
If 0 then use the specific amount
markupDECIMAL(16,2) NOT NULL (Money)    The amount of markup in percent or money as designated by markup_type field
Dated by the date field
descriptionVARCHAR(200) NOT NULL    The short description for the estimate
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: estimate_labor - This table holds the estimate staffing records.

Module: EstimateLabor

Characteristics:

Links from:

Links to: user, project_task, estimate

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
estimate_idINTEGER NOT NULLYEstimateestimate.id The id of the associated estimate
phase_idINTEGER NOT NULLYTaskproject_task.id The id of the associated estimate phase
user_idINTEGER NOT NULLYUseruser.id The id of the associated resource
start_dateDATE NOT NULL    Start date for resource assignment
end_dateDATE NOT NULL    End date for resource assignment
amountDECIMAL(12,2) NOT NULL    The number of hours or percentage of time associated with a given resource
for a specific phase of an estimate. The actual type is identified
by as_percentage field.
amount_typeCHAR(1) NOT NULLY   A "1/0" field indicating the type of the amount field
If 1 then amount field represents percentage of time
If 0 then amount field represents number of hours
loaded_costDECIMAL(16,2) NOT NULL (Money)    The loaded cost for the associated resource
Dated by the start_date field
loaded_cost_currencyCHAR(3) NOT NULL (Currency)    Currency for the loaded cost
billing_rateDECIMAL(16,2) NOT NULL (Money)    The billing rate for the associated resource
Dated by the start_date field
billing_rate_currencyCHAR(3) NOT NULL (Currency)    Currency for the billing rate
descriptionVARCHAR(200) NOT NULL    The short description for the estimate
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: estimate_markup - This table holds the phases for the estimate.

Module:

Characteristics:

Links from:

Links to: project_task, estimate

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
estimate_idINTEGER NOT NULLYEstimateestimate.id The id of the associated estimate
phase_idINTEGER NOT NULLYTaskproject_task.id The id of the associated phase
as_percentageCHAR(1) NOT NULLY   A "1/0" field indicating which expense markup to use:
If 1 then use pecentage of the total, compute total markup
If 0 then use the specific amount, compute percent markup
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
totalDECIMAL(16,2) NOT NULL (Money)    The amount of expense (in the currency of the estimate) to use
for this estimate in calculations
percentDECIMAL(12,2) NOT NULL    The percentage markup to add to the total expense amount
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: estimate_phase - This table holds the phases for the estimate.

Module:

Characteristics:

Links from:

Links to: estimate

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
estimate_idINTEGER NOT NULLYEstimateestimate.id The id of the associated estimate
nameVARCHAR(200) NOT NULL    The name for the estimate phase
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: event - An event is something that the user does for an OM account (phone them, send brochure)

Module: Event

Characteristics:

Links from:

Links to: attachment, deal, customer, user, contact

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id The id of the user who created the event
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
deal_idINTEGER NOT NULLYDealdeal.id The id of the associated deal
contact_idINTEGER NOT NULLYContactcontact.id The id of the associated contact
occurredDATETIME NOT NULLY   The date of the event
nameVARCHAR(200) NOT NULL    The name/description of the event
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this event
notesMEDIUMTEXT NOT NULL    Notes field
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: expense_policy - Holds the expense policy definition for given project/company.

Module: ExpensePolicy

Characteristics:

Links from: expense_policy_item

Links to: project, customer

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
customer_idINTEGER NOT NULLYClientcustomer.id The ID of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the project which expense policy is associated to. If zero/null then this is company default expense policy.
descriptionMEDIUMTEXT NOT NULL    Optional information about expense policy.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted.
createdDATETIME NOT NULL    Time the record was created.
updatedTIMESTAMP    Time the record was last modified.
auditMEDIUMTEXT NOT NULL    Audit trail of changes.
all_items_allowedCHAR(1) NOT NULLY  1A "1/0" field indicating that all expense items are allowed by this expense policy.

top


Table: expense_policy_item - Holds items allowed for this expense policy and details about maximum/fixed price for each item.

Module: ExpensePolicyItem

Characteristics:

Links from:

Links to: item, expense_policy

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
expense_policy_idINTEGER NOT NULLY expense_policy.id The id of the expense policy which this item belongs to.
item_idINTEGER NOT NULLYExpense itemitem.id The id of the item which this record belongs to.
price_maxDECIMAL(17,3) NOT NULL (Money)    If set this item has defined maximum price.
price_fixedDECIMAL(17,3) NOT NULL (Money)    If set this item has defined fixed price which cannot be overrided in the ticket form.
currencyCHAR(3) NOT NULL (Currency)    Currency of fixed/max price.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted.
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: extended_field - This table holds the definitions for extended fields. Extended fields allow an account to add their own fields to the application and to name existing fields.

Module: Extended_field

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
typeCHAR(1) NOT NULLY   The type of extended field:
'C' - crosstab
'D' - detail
result_field_typeCHAR(1) NOT NULLY   The resulting field type:
'H' - hours
'D' - days
'M' - money
'Q' - quantity
'R' - ratio
'F' - fte
'A' - availability
'U' - utilization
nameVARCHAR(200) NOT NULL    The name of the extended field
formulaVARCHAR(200) NOT NULLY   The formula
valVARCHAR(200) NOT NULLY   The internal name of the left hand side field
app_contextCHAR(6) NOT NULLY   The app_context in which this extended field can be use
One of tb te ta pm rm km po om global
no_prepend_moduleCHAR(1) NOT NULLY   A "1/0" field indicating module name should not be prepended to title
based_on_moneyCHAR(1) NOT NULLY   A "1/0" field indicating that at least one operand in the deep formula is a money field.
operationCHAR(1) NOT NULLY   One of:
+ for addition
- for subtraction
* for multiplication
/ for division
'' no operation
rhs_valVARCHAR(200) NOT NULLY   The internal name of the rhs field
descriptionVARCHAR(200) NOT NULL    The description of the field
constantDECIMAL(12,5) NOT NULL    The constant to use when val is OA_EXPLICIT_CONSTANT
rhs_constantDECIMAL(12,5) NOT NULL    The constant to use when rhs_val is OA_EXPLICIT_CONSTANT
accountCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
agreementCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
booking_typeCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
categoryCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
cost_centerCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
customerCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
customerpoCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
departmentCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
itemCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
job_codeCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
manufacturerCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
payroll_typeCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
productCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
projectCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
project_taskCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
purchaseorderCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
purchaserCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
purchaserequestCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
timetypeCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
userCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
vendorCHAR(1) NOT NULLY   A "1/0" field indicating that it is a valid entity for this extended_field
filter_settingMEDIUMTEXT NOT NULL    The filter settings for this extended_field are stored in this field
activeCHAR(1) NOT NULLY   A "1/0" field indicating if this extended_field is active.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: filter - The filter table to restrict users to subsets of the data in the application. If the user has any entries in this table they are then restricted to the subset of id's listed in the table

Module:

Characteristics:

Links from: filter

Links to: filter_set, filter

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
filter_set_idINTEGER NOT NULLY filter_set.id The id of the filter_set record to which we belong
table_nameCHAR(20) NOT NULLY   The name of the table to apply the filter to
filter_idINTEGER NOT NULLY filter.id The id of the record to filter in the table
excludeCHAR(1) NOT NULLY   A "1/0" field indicating if the record should be excluded
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: filter_set - The filter_set table is a list of names and IDs The filter table has a filter_set_id that defines which table/id pairs to be filtered correspond to which filter set

Module: FilterSet

Characteristics:

Links from: owner, filter, report_run_history, line_manager, report, filter_user, user, adhoc_report

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the filter set
notesMEDIUMTEXT NOT NULL    Notes
all_accessCHAR(1) NOT NULL    A "1/0" field indicating this filter_set does not filter anything and can not be deleted
default_filter_setCHAR(1) NOT NULLY   A "1/0" field indicating whether this is the default new-user filter_set
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is designated as an active filter set
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: filter_user - The filter_user table says which users are allowed to use which filter sets

Module:

Characteristics:

Links from:

Links to: filter_set, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id id of the user
filter_set_idINTEGER NOT NULLY filter_set.id id of the filter_set this user_id has access to
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: fob_location - The table to describe a FOB location

Module: FOB_location

Characteristics:

Links from: purchaseorder

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The location name
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is active
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: folder - Folders for organizing objects.

Module: Folder

Characteristics:

Links from: shared_folder, folder_content, folder

Links to: user, folder

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
parent_idINTEGER NOT NULLYFolderfolder.id The folder id of our immediate ancestor. If zero/null, is a top-level folder.
object_nameCHAR(40) NOT NULLY   The type of object that this folder contains.
nameVARCHAR(200) NOT NULLY   Name of folder.
owner_idINTEGER NOT NULLYUseruser.id The id of the user who created the folder
notesMEDIUMTEXT NOT NULL    Notes
globalCHAR(1) NOT NULLY   A "1/0" field indicating if this is a global folder (contents readable by all users)
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: folder_content -

Module: Folder

Characteristics:

Links from:

Links to: folder

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
folder_idINTEGER NOT NULLYFolderfolder.id The id of the containing folder
object_idINTEGER NOT NULLY   The id of the contained object
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: forex - The foreign exchange conversion table. Each day has a row for each account currency and each row contains the cross currency conversions for all the currencies in the account. The cross conversion fields (DOUBLE format) are field named "custom_CURRENCYSYMBOL" i.e custom_usd and are added on an as needed basis.

Module:

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id
symbolCHAR(3) NOT NULLY   The currency symbol
forex_dateDATE NOT NULLY   Date that this rate was in effect. This is not named "date" to avoid join conflicts
jkeyCHAR(13) NOT NULLY   The join key created by concatenating the date and the currency. 2
special keys are also used the 'PAST'.currency_symbol key holds the
conversion rates for dates prior to the first date in the table and
the 'FUTURE'.currency_symbol holds the conversion rates for dates in
the future.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating the record has been deleted
createdDATETIME NOT NULL    Date the record was created
updatedTIMESTAMP    Date the record was last modified

top


Table: form - Holds forms which exist in the system (predefined/system or custom).

Module:

Characteristics:

Links from: form_layout

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system
nameVARCHAR(200) NOT NULLU   The name of the form
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: form_layout - Describes custom form layout

Module:

Characteristics:

Links from: form_layout_role

Links to: form

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system
nameVARCHAR(200) NOT NULL    The name of the form layout
form_idINTEGER NOT NULLYFormform.id The related form ID
settingMEDIUMTEXT NOT NULL    The form layout settings as JSON
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: form_layout_role - Specifies role:form_layout relation

Module:

Characteristics:

Compound Unique Indexes: cu1=form_layout_id,role_id

Links from:

Links to: role, form_layout

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system
form_layout_idINTEGER NOT NULLYForm layoutform_layout.id The related form layout ID
role_idINTEGER NOT NULL Rolerole.id The related role ID
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: form_script_deployment - Tracks user form script deployments

Module: Form_script_deployment

Characteristics:

Links from:

Links to: user, attachment_revision

Fields
NameTypeIndexLabelLinkDefaultDescription
eventVARCHAR(200) NOT NULLY   When this script is run (e.g. before_form_save).
test_eventVARCHAR(200) NOT NULLY   If populated, and this deployment is in testing mode, when this test code is run (e.g. before_form_save).
functionVARCHAR(200) NOT NULL    Which function to run in the specified script.
test_functionVARCHAR(200) NOT NULL    If populated, and this deployment is in testing mode, which test code function to run in the specified test code script.
log_levelCHAR(1) NOT NULLY   Lowest log message severity which is logged.
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    Optional--a description of this deployment.
attachment_revision_idINTEGER NOT NULLY attachment_revision.id Which revision of the script is to be run.
test_user_idINTEGER NOT NULLY   If this deployment is in testing mode, this is the user that will execute it.
test_codeMEDIUMTEXT NOT NULL    If populated, and this deployment is in testing mode, this code will execute instead of the attachment revision's contents
codeMEDIUMTEXT NOT NULL    The code that is currently deployed; it is a copy of the attachment revision's contents
notesMEDIUMTEXT NOT NULL    Notes
test_revision_commentsMEDIUMTEXT NOT NULL    If populated, and this deployment is in testing mode, comments to be stored in new workspace document revision commit
activeCHAR(1) NOT NULLY   A 1/"" field indicating whether this deployment is active
deletedCHAR(1) NOT NULLY   A 1/"" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
form_nameVARCHAR(200) NOT NULLY   Which form this deployment is for. Contains the 'name' field used by form permissions
proxy_idINTEGER NOT NULLYUseruser.id The user id for whom the script is proxying

top


Table: form_script_deployment_log - Logging for user form scripts

Module: Form_script_deployment_log

Characteristics:

Links from:

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
sourceCHAR(1) NOT NULLY   Who logged this entry: 'S' for system, 'U' for user.
levelCHAR(1) NOT NULLY   Severity/type of entry. 'F'atal, 'E'rror, 'W'arn, 'I'nfo, 'D'ebug, 'T'race.
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
table_nameVARCHAR(30) NOT NULLY   Name of the table the history event is associated with
record_idINTEGER NOT NULLY   The id of the record in the table
occurredDATETIME NOT NULLY   The date of the event
user_idINTEGER NOT NULLYUseruser.id The id of the user associated with this history event
typeINTEGER NOT NULLY   The application or integration type that created this record
'1' is a NetSuite realtime request to run the integration
'2' is a run of the NetSuite integration
'3' Google integration, deleted
'4' is the Salesforce integration
'5' is the Workday integration
'6' is the Vertex integration
* Only values defined here are valid for this field. New values must be added
to History.pm and also documented here.
guidVARCHAR(32) NOT NULLY   GUID of the running process
valueMEDIUMTEXT NOT NULL    The history entry
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: fulfillment - The fulfillment table in the PO application. Fulfullments are recognition of receipt of goods/services order by PO.

Module: Fulfillment

Characteristics:

Links from: project_billing_transaction, revenue_recognition_transaction

Links to: carrier, purchaserequest, slip, request_item, purchase_item, purchaseorder

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique fulfillment id. Automatically assigned by the system.
purchaseorder_idINTEGER NOT NULLYPurchase orderpurchaseorder.id The associated purchaseorder_id
purchaserequest_idINTEGER NOT NULLYPurchase requestpurchaserequest.id The associated purchaserequest_id
purchase_item_idINTEGER NOT NULLYPurchase itempurchase_item.id The associated purchase_item_id
request_item_idINTEGER NOT NULLYRequest itemrequest_item.id The associated request_item_id
carrier_idINTEGER NOT NULLYCarriercarrier.id The associated carrier_id
slip_idINTEGER NOT NULLYTimeBillslip.id The id of the associated slip if this expense was billed to TB
waybill_numberVARCHAR(200) NOT NULL    The waybill number
dateDATE NOT NULLY   The date of the fulfillment
acct_dateDATE NOT NULLY   The accounting period date of the fulfillment
quantityDECIMAL(12,2) NOT NULL    The quantity received
notesMEDIUMTEXT NOT NULL    Fulfillment description/notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: hear_about - A hear_about

Module: HearAbout

Characteristics:

Links from: customer

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The description of the hear_about
notesMEDIUMTEXT NOT NULL    Notes field
activeCHAR(1) NOT NULLY   Is this record active?
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: hierarchy - Hierarchies

Module: Hierarchy

Characteristics:

Links from: resourcesearch, hierarchy_node, timesheet_row

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The hierarchy name.
typeVARCHAR(30) NOT NULL    The type (table name) of the hierarchy.
'customer'
'project'
'user'
require_on_formCHAR(1) NOT NULL    A "1/0" field indicating whether this hierarchy should be added to the object type form
requiredCHAR(1) NOT NULL    A "1/0" field indicating whether this hierarchy should be a *required* element on the object type form
available_as_columnCHAR(1) NOT NULLY   A "1/0" field indicating whether this hierarchy is available as a (customer, project or user) list column
Only one hierarchy per type can be displayed as a column in a list
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is designated as an active hierarchy
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
primary_dropdown_filterCHAR(1) NOT NULLY   A "1/0" field indicating whether this hierarchy is used as a dropdown filter
primary_user_filtersetCHAR(1) NOT NULLY   A "1/0" field indicating whether this hierarchy determines filter set access for projects

top


Table: hierarchy_node - Hierarchy nodes

Module: HierarchyNode

Characteristics:

Links from: hierarchy_node

Links to: hierarchy_node, hierarchy

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
hierarchy_idINTEGER NOT NULLYHierarchyhierarchy.id The id of the associated hierarchy.
parent_idINTEGER NOT NULLYHierarchy nodehierarchy_node.id The hierarchy_node id of our immediate ancestor. If zero/null, is a top-level node.
nameVARCHAR(50) NOT NULL    The hierarchy name.
record_idINTEGER NOT NULLY   The record id if not a node.
is_a_nodeCHAR(1) NOT NULL    A "1/0" field indicating if this node is a container or an entry
is_a_levelCHAR(1) NOT NULL    A "1/0" field indicating if this node is a level
level_idINTEGER NOT NULLYHierarchy nodehierarchy_node.id The id of the associated hierarchy level.
notesMEDIUMTEXT NOT NULL    Notes
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: history - This table holds all the history events.

Module: History

Characteristics:

Links from:

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
table_nameVARCHAR(30) NOT NULLY   Name of the table the history event is associated with
record_idINTEGER NOT NULLY   The id of the record in the table
occurredDATETIME NOT NULLY   The date of the event
user_idINTEGER NOT NULLYUseruser.id The id of the user associated with this history event
typeINTEGER NOT NULLY   The application or integration type that created this record
'1' is a NetSuite realtime request to run the integration
'2' is a run of the NetSuite integration
'3' Google integration, deleted
'4' is the Salesforce integration
'5' is the Workday integration
'6' is the Vertex integration
* Only values defined here are valid for this field. New values must be added
to History.pm and also documented here.
guidVARCHAR(32) NOT NULLY   GUID of the running process
valueMEDIUMTEXT NOT NULL    The history entry
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: import_export - Association of table/id pairs corresponding to external applications

Module: Import_export

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
table_nameVARCHAR(200) NOT NULLY   The name of the table this row is associated with
record_idINTEGER NOT NULLY   The id of the record in table_name
applicationVARCHAR(200) NOT NULLY   string describing the application making the association
external_idVARCHAR(160) NOT NULLY   external identifier for the application
last_importDATETIME NOT NULLY   the time of the last import (to OpenAir)
last_exportDATETIME NOT NULLY   the time of the last export (from OpenAir)
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: import_export_cache - Caching table for exported records to NetSuite/SalesForce.

Module: Import_export_cache

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
table_nameVARCHAR(200) NOT NULLY   The name of the table this row is associated with
record_idINTEGER NOT NULLY   The id of the record in table_name
typeINTEGER NOT NULLY   The application or integration type that created this record
'1' is a NetSuite realtime request to run the integration
'2' is a run of the NetSuite integration
'3' Google integration, deleted
'4' is the Salesforce integration
'5' is the Workday integration
'6' is the Vertex integration
* Only values defined here are valid for this field. New values must be added
to History.pm and also documented here.
exported_dataMEDIUMTEXT NOT NULL    The exported data is stored in this field
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: import_export_state - Overall transfer state for imported and exported entities, representing import and export completion state for container and transaction type objects. Transaction-type object state may be represented as 'Y' (exported) or 'N' (not exported). Container-type objects may be represented as 'Y' (all contained transactions are exported), 'P' (partial export of contained transactions), 'C' (no contained transactions are exported, but the container itself was exported) or 'N' (nothing exported). Note that data state is updated automatically via application triggers (on Import_export and other tables), and thus should not be modified directly.

Module: Import_export_state

Characteristics:

Compound Unique Indexes: cu1=table_name,record_id,direction

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
table_nameVARCHAR(200) NOT NULLY   The name of the table with which this row is associated
record_idINTEGER NOT NULLY   The id of the record in table_name
directionCHAR(1) NOT NULLY   Data flow direction for this record: 'I' (Import) or 'E' (Export)
any_applicationCHAR(1) NOT NULLY  NOverall import/export state considering any application_* fields. Represents "maximum" state given relationship for row: Y > P > C > N.
application_lawson_digitasCHAR(1) NOT NULL   NState of the application import/export for Digitas/Lawson timesheet interface
application_netsuiteCHAR(1) NOT NULL   NState of the application import/export for Netsuite
application_outlookCHAR(1) NOT NULL   NState of the application import/export for Outlook
application_pfwCHAR(1) NOT NULL   NState of the application import/export for PFW
application_quickbooksCHAR(1) NOT NULL   NState of the application import/export for QuickBooks
application_textCHAR(1) NOT NULL   NState of the application import/export for IM text (CSV) export
application_workdayCHAR(1) NOT NULL   NState of the application import/export for Workday
application_vertexCHAR(1) NOT NULL   NState of the application import/export for Vertex
dirtyCHAR(1) NOT NULLY   A "2/1/0" field
0=clean
1=dirty
2=inprogress
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: invoice - The invoice table in the TB application. This is essentially the invoice header table as the slip table holds the line item detail.

Module: Invoice

Characteristics:

Links from: invoice_tax_rates, approval, payment, slip_projection, revenue_projection, slip

Links to: attachment, customer, invoice_layout, contact

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique invoice id. Automatically assigned by the system.
numberCHAR(20) NOT NULLY   The invoice number
prefixVARCHAR(10) NOT NULL    The portion of the invoice number that was the customer's invoice_prefix
at the time the invoice was created.
statusCHAR(1) NOT NULL    The status of the invoice (EZ Invoice, emailed Invoice)
0 => Unknown, 1 => Not Sent, 2 => Viewed, 3 => EZ Requested, 4=> Rejected,
5 => Sent, 6 => EZ Sent, 7 => Retracted
approval_statusCHAR(1) NOT NULLY  AThe approval status of the invoice, only used if invoice approvals are used
'O' - Open
'S' - Submitted
'A' - Approved
'R' - Rejected
accountingCHAR(1) NOT NULL    Flag if an invoice has been sent to an accounting partner (0/1)
dateDATE NOT NULLY   The date of the invoice
acct_dateDATE NOT NULLY   The accounting period date of the invoice
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
invoice_layout_idINTEGER NOT NULLY invoice_layout.id The id of the associated invoice layout
contact_idINTEGER NOT NULLYContactcontact.id The contact id for this invoice.
shipping_contact_idINTEGER NOT NULL    The shipping contact id for this invoice.
sold_to_contact_idINTEGER NOT NULL    The sold to contact id for this invoice.
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this invoice
currencyCHAR(3) NOT NULL (Currency)    The currency this invoice is in
totalDECIMAL(16,2) NOT NULL (Money)    The invoice total
Dated by the date field
taxDECIMAL(16,2) NOT NULL (Money)    The tax total for the invoice
Dated by the date field
tax_federalDECIMAL(16,2) NOT NULL (Money)    The federal tax total for the invoice
Dated by the date field
tax_stateDECIMAL(16,2) NOT NULL (Money)    The state tax total for the invoice
Dated by the date field
tax_gstDECIMAL(16,2) NOT NULL (Money)    The GST tax for the invoice
Dated by the date field
tax_pstDECIMAL(16,2) NOT NULL (Money)    The PST tax for the invoice
Dated by the date field
tax_hstDECIMAL(16,2) NOT NULL (Money)    The HST tax for the invoice
Dated by the date field
balanceDECIMAL(16,2) NOT NULL (Money)    The outstanding balance on the invoice
Dated by the date field
drawDECIMAL(16,2) NOT NULL (Money)    The amount of any draw against retainer for this invoice
Dated by the draw_date field
draw_dateDATE NOT NULL    The date of the draw
creditDECIMAL(16,2) NOT NULL (Money)    The amount of any credit against the invoice
Dated by the date field
credit_reasonVARCHAR(200) NOT NULL    The reason for the credit
termsVARCHAR(200) NOT NULL    Payment terms for this invoice
random_stringCHAR(20) NOT NULL    The random string generated for the invoice viewing URL.
notesMEDIUMTEXT NOT NULL    Notes to print on the Invoice
access_logMEDIUMTEXT NOT NULL    The mailing and access history of the invoice. i.e. When did
the customer access it etc.
date_emailedDATE NOT NULL    Date the user emailed the invoice. For invoices created before this
field existed this field is set to 1970-01-01 to flag it as an unknown
value.
date_submittedDATE NOT NULL    The date the invoice was submitted
date_approvedDATE NOT NULL    The date the invoice was approved
paper_requestedDATETIME NOT NULL    Date the user requested that a paper invoice be mailed
paper_sentDATETIME NOT NULL    Date the paper invoice was actually mailed
credit_rebill_statusCHAR(1) NOT NULLY   Credit/Rebill status for the original invoice: C=Credit Initiated; R=Re-Bill
original_invoice_idINTEGER NOT NULLY   This original invoice id for credit invoices
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: invoice_layout - Holds the invoice layouts

Module: InvoiceLayout

Characteristics:

Links from: invoice, project, customer, invoice_layout

Links to: invoice_layout

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   Name of the layout
inv_date_formatVARCHAR(200) NOT NULL    The date format
inv_number_formatVARCHAR(200) NOT NULL    The number format
inv_groupsMEDIUMTEXT NOT NULL    The invoice groupings
rollup_lowest_levelCHAR(1) NOT NULL    Rollup the values by the last grouping (1/0)
suppress_group_subtotalCHAR(1) NOT NULL    Suppress sub-totaling when grouping
inv_sort_slips_primaryCHAR(63) NOT NULL    Primary sort order of slips
Field names or specially designated names that map to particular (e. g. historical) ordering schemes
inv_sort_slipsCHAR(63) NOT NULL    How should the slips be sorted.
Field names or specially designated names that map to particular (e. g. historical) ordering schemes
pdf_land_portCHAR(20) NOT NULL    How should the pdf be displayed, Landscape or Portrait
pdf_top_marginINTEGER NOT NULL    The top margin of the first page for letterhead paper
pdf_top_margin_fp_onlyCHAR(1) NOT NULL    A "1/0" field indicating whether the pdf_top_margin should be applied to the first page only or all pages
pdf_bottom_marginINTEGER NOT NULL    The bottom margin of the page for letterhead paper
pdf_bottom_margin_fp_onlyCHAR(1) NOT NULL    A "1/0" field indicating whether the pdf_bottom_margin should be applied to the first page only or all pages
pdf_double_window_headerCHAR(1) NOT NULL    A "1/0" field indicating whether a double window envelope header should be printed on PDF invoices
pdf_e65_window_headerCHAR(1) NOT NULL    A "1/0" field indicating whether a E65 window envelope header should be printed on PDF invoices
pdf_dl_window_headerCHAR(1) NOT NULL    A "1/0" field indicating whether a DL window envelope header should be printed on PDF invoices
pdf_c4_window_headerCHAR(1) NOT NULL    A "1/0" field indicating whether a C4 window envelope header should be printed on PDF invoices
pdf_repeat_to_from_headerCHAR(1) NOT NULL    A "1/0" field indicating whether the to/from header should be repeated on multi-page invoices when using the double window envelope option
pdf_point_sizeINTEGER NOT NULL    The font point size to use in the PDF invoice
pdf_font_familyCHAR(15) NOT NULL   HELVETICAThe font family to use in the PDF invoice
pdf_expand_page_widthCHAR(1) NOT NULL    Expand the page width of the PDF document to fit the invoice
project_notesCHAR(20) NOT NULL    Location of the project notes (Header or Footer)
inv_notesMEDIUMTEXT NOT NULL    Additional text or HTML to print at the end of the invoice
inv_notes_locationCHAR(20) NOT NULL    Location of the invoice notes (Header or Footer)
inv_grid_styleCHAR(20) NOT NULL    The grid style
billing_from_emailCHAR(255) NOT NULL    The "From" email address for the invoice
billing_from_addressMEDIUMTEXT NOT NULL    The billing "From" address for the invoice
inv_fieldsMEDIUMTEXT NOT NULL    The fields to display in the invoice
inv_fixed_layout_2CHAR(1) NOT NULL    A "1/0" field indicating if the layout should be ignored and fixed layout number 2 should be used
inv_fixed_layoutCHAR(1) NOT NULL    A "1/0" field indicating if the layout should be ignored and a fixed layout should be used
inv_fixed_user_nameCHAR(1) NOT NULL    Indicates if the user name, title or both should be displayed in the fixed layout
'0' Display title
'1' Display user name
'2' Display user name and title
inv_fixed_avg_rateCHAR(1) NOT NULL    A "1/0" field indicating if the user rates should be rolled up and averaged in the fixed layout
inv_fixed_subtotal_feesCHAR(1) NOT NULL    A "1/0" field indicating if the fees should be subtotaled by user/title in the fixed layout
inv_fixed_subtotal_expensesCHAR(1) NOT NULL    A "1/0" field indicating if the expenses should be subtotaled by type in the fixed layout
inv_fixed_show_hoursCHAR(1) NOT NULL    A "1/0" field indicating if total hours should be displayed in the fixed layout fee rollup
inv_aged_outstanding_balanceCHAR(1) NOT NULL    A "1/0" field indicating whether to include aged outstanding balances on the invoice
inv_terminologyMEDIUMTEXT NOT NULL    Specific invoice terminology, allows alternate languages
hide_to_fromCHAR(1) NOT NULL    A "1/0" field indicating whether the To/From should be hidden on the invoice
hide_fromCHAR(1) NOT NULL    A "1/0" field indicating whether the From address should be hidden on the invoice
inv_combine_itemCHAR(1) NOT NULL    A "1/0" field indicating if we should combine similar items on the invoice
inv_combine_item_customMEDIUMTEXT NOT NULL    Comma delimited list of custom item combinations in the form 'group name':item_id_1:item_id2
inv_combine_categoryCHAR(1) NOT NULL    A "1/0" field indicating if we should combine similar categories on the invoice
inv_combine_on_dateCHAR(1) NOT NULL   1A "1/0" field indicating if we should combine slips for the same date
inv_combine_on_date_howCHAR(1) NOT NULL   DHow should we combine on the date, by 'D'ay, 'W'eek or 'M'onth
inv_combine_on_rateCHAR(1) NOT NULL    A "1/0" field indicating if we should combine slips for the same rate
inv_combine_on_userCHAR(1) NOT NULL    A "1/0" field indicating if we should combine slips for the same user
inv_combine_on_categoryCHAR(1) NOT NULL    A "1/0" field indicating if we should combine slips for the same category
inv_combine_on_timetypeCHAR(1) NOT NULL    A "1/0" field indicating if we should combine slips for the same timetype
inv_combine_on_project_phaseCHAR(1) NOT NULL    A "1/0" field indicating if we should combine slips for the same project phase
inv_combine_on_project_taskCHAR(1) NOT NULL    A "1/0" field indicating if we should combine slips for the same project task
inv_combine_on_job_codeCHAR(1) NOT NULL    A "1/0" field indicating if we should combine slips for the same user job code
inv_combine_on_project_job_codeCHAR(1) NOT NULL    A "1/0" field indicating if we should combine slips for the same project job code
inv_hide_uncombined_valuesCHAR(1) NOT NULL    A "1/0" field indicating if we should uncombined values
inv_hours_display_precisionINTEGER NOT NULL    The hours display precision (0=default, 1 = 1 if possible, 2=two decimal places)
inv_money_no_centsINTEGER NOT NULL    Suppress cents in money displays
inv_money_iso_currency_codesINTEGER NOT NULL    Use ISO Currency Codes for monetary values
inv_break_down_taxesINTEGER NOT NULL    Break down taxes according to tax rates
inv_cust_fieldsMEDIUMTEXT NOT NULL    Custom fields to display in the invoice header
inv_remit_toMEDIUMTEXT NOT NULL    Optional remit to information
inv_hide_project_nameCHAR(1) NOT NULL    A "1/0" field indicating if project name is suppressed in invoice header
no_logoCHAR(1) NOT NULL    A "1/0" field indicating if logo's should be suppressed on this layout
no_termsCHAR(1) NOT NULL    A "1/0" field indicating if terms should be suppressed on this layout
header_spacingINTEGER NOT NULL    The spacing between the header and the body of the invoice
inv_titleCHAR(25) NOT NULL    Optional invoice title
inv_color_negativeCHAR(1) NOT NULL    A "1/0" field indicating if negative numbers should be displayed red
inv_display_dueCHAR(1) NOT NULL    A "1/0" field indicating if the calculated due date should show on the invoice
to_address_styleCHAR(10) NOT NULL   ABCStyle of the to address. A series of letters to designate the layout of the to address
A - Contact
B - Client
C - Address
include_contact_job_titleCHAR(1) NOT NULL    A "1/0" field indicating whether the contact's job title should be included in the address
invoice_layout_idINTEGER NOT NULLY invoice_layout.id The id of the associated invoice layout to use for expense slips
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is an active layout
default_layoutCHAR(1) NOT NULLY   A "1/0" field indicating whether this is the system default layout. Only one layout can
be the default
default_credit_layoutCHAR(1) NOT NULLY   A "1/0" field indicating whether this is the default credit layout. Only one layout can
be the default
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
header_templateMEDIUMTEXT NOT NULL    Header template
pdf_include_ship_to_addressCHAR(1) NOT NULL    A "1/0" field indicating whether the ship-to address should be printed on PDF invoices
pdf_ticket_attachments_linkCHAR(1) NOT NULL    A "1/0" field indicating whether display link to all attachments to all associated receipts in the pdf generation form
ticket_attachments_linkCHAR(1) NOT NULL    A "1/0" field indicating whether display link to all attachments to all associated receipts in the invoice view
inv_sort_expenses_alphaCHAR(1) NOT NULL    A "1/0" field indicating if we sort expenses alphabetically
inv_hide_total_paymentCHAR(1) NOT NULL    A "1/0" field indicating whether to suppress total payment to date on the invoice
inv_show_subtotal_expensesCHAR(1) NOT NULL    A "1/0" field indicating if we show expense item group subtotal on invoice layout

top


Table: invoice_tax_rates - Holds different tax rates for the invoice.

Module: InvoiceTaxRates

Characteristics:

Links from:

Links to: invoice

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
dateDATE NOT NULL    The date (used for currency conversions)
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
tax_methodCHAR(1) NOT NULL    The tax method. Could be one of these:
- F -- federal
- S -- state
- G -- gst
- P -- pst
- H -- hst
tax_rateDECIMAL(10,3) NOT NULL    This will hold the tax rate.
tax_valueDECIMAL(16,2) NOT NULL (Money)    This will hold the tax value
Dated by the date field
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
invoice_idINTEGER NOT NULLYInvoiceinvoice.id The id of the associated invoice

top


Table: issue - The issue table.

Module: Issue

Characteristics:

Links from:

Links to: attachment, issue_status, issue_source, project, project_task, issue_stage, issue_category, issue_severity, customer, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique issue id. Automatically assigned by the system.
numberINTEGER NOT NULLY   The issue number that increments by 1
prefixVARCHAR(10) NOT NULL    A static alphanumeric issue number prefix.
nameVARCHAR(200) NOT NULL    The name of the issue (Prefix + number)
owner_idINTEGER NOT NULLYCreated by useruser.id The id of the associated user creating the issue.
descriptionVARCHAR(200) NOT NULL    A short description of the issue, a synopsis
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the task within the associated project
issue_category_idINTEGER NOT NULLYIssue categoryissue_category.id The id of the associated issue_category
issue_status_idINTEGER NOT NULLYIssue statusissue_status.id The id of the associated issue_status
issue_stage_idINTEGER NOT NULLYIssue stageissue_stage.id The id of the associated issue stage
issue_severity_idINTEGER NOT NULLYIssue severityissue_severity.id The id of the associated issue severity
issue_source_idINTEGER NOT NULLYIssue sourceissue_source.id The id of the associated issue source
issue_notesMEDIUMTEXT NOT NULL    The description of the issue
resolution_notesMEDIUMTEXT NOT NULL    The description of the resolution
dateDATE NOT NULLY   The date of the issue
date_resolution_requiredDATE NOT NULLY   The date the issue is required to be resolved
date_resolution_expectedDATE NOT NULLY   The date the issue is expected to be resolved
date_resolvedDATE NOT NULLY   The date the issue was resolved
user_idINTEGER NOT NULLYAssigned touser.id The id of the user assigned to the issue
priorityCHAR(3) NOT NULLY   The priority of the task (1 - 100)
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this issue
notify_ccMEDIUMTEXT NOT NULL    Users to cc on notifications. This will hold a list of user_ids, with the following special values
If -1 then cc the assignee's manager
If -2 then cc the assignee's manager's manager
If -3 then cc the project owner
If -5 then cc the customer owner
notify_cc_emailsMEDIUMTEXT NOT NULL    Non-user email addresses to cc
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: issue_category - Issue status

Module: Issue_category

Characteristics:

Links from: issue

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the issue_category
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this issue_category is active
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: issue_severity - Issue status

Module: Issue_severity

Characteristics:

Links from: issue

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the issue severity
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this issue severity is active
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: issue_source - Issue source

Module: Issue_source

Characteristics:

Links from: issue

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the issue source
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this issue source is active
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: issue_stage - Holds the various stages an issue can be in. Index the attributes that could be used for mass filtering of issues

Module: Issue_stage

Characteristics:

Links from: issue

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the issue stage
default_for_newCHAR(1) NOT NULLY   A "1/0" field indicating whether this is the default issuge stage for
new issues.
considered_closedCHAR(1) NOT NULLY   A "1/0" field indicating whether issues in this stage are considered closed
positionINTEGER NOT NULLY   The position of the stage
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: issue_status - Issue status

Module: Issue_status

Characteristics:

Links from: issue

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the issue status
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this timesheet_status is active
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: item - Item, expense item, expense type, expense, inventory item in the TB application. A non-time dependent expense. Expense TimeBills are "templated" off of this table.

Module: Item

Characteristics:

Links from: expense_policy_item, proposal_block, estimate_expense, item_history, revenue_projection, slip, project_billing_transaction, item_to_user_location, project_budget_transaction, slip_projection, project_budget_rule, queue, authorization_item, ticket

Links to: cost_center, tax_location

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique expense id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The item name
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
cost_center_idINTEGER NOT NULLYCost centercost_center.id The id of the associated cost center
tax_location_idINTEGER NOT NULL Tax locationtax_location.id The id of the associated tax location
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
costDECIMAL(17,3) NOT NULL (Money)    The default cost per unit of measure for the item
3 decimal places to handle stuff like mileage at 32.5 cents
umCHAR(10) NOT NULL    The unit of measure for the item i.e "EA"
taxableCHAR(1) NOT NULL    A "1/0" field indicating whether this item is taxable, VAT-able, etc.
proposal_textMEDIUMTEXT NOT NULL    The text used for a proposal with this service
typeCHAR(1) NOT NULL    The type of item. Add new types when type-specific
information can be captured for the slip or ticket
templated from this item.
'R' for regular item
'M' for mileage item.
tp_unit_or_totalCHAR(1) NOT NULL    Ticket policy is applied against 'U'nit price or ticket 'T'otal
tp_compCHAR(2) NOT NULL    Policy is 'ge' (greater than or equal to) or 'gt' (greater than)
tp_costDECIMAL(17,3) NOT NULL (Money)    The policy threshold amount
tp_notes_requiredCHAR(1) NOT NULL    Notes are required if the ticket triggers the policy
tp_ticket_approvalCHAR(1) NOT NULL    Tickets that trigger the policy need to be individually approved
per_diemCHAR(1) NOT NULL    A "1/0" field indicating if this is a per diem expense item
tp_per_diem_ruleCHAR(1) NOT NULL    The ticket policy for handling per diem expense items
'' - no per diem rule
'E' - one per diem expense per day in the envelope
'A' - one per diem expense per day across all envelopes (overlapping)
tp_per_diem_groupCHAR(1) NOT NULL    A "1/0" field indicating whether all per diem expense items should be grouped together for the ticket policy
cost_is_fixedCHAR(1) NOT NULL    Do not allow the user to change the cost on a receipt.
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is designated as an active customer.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: item_history - This holds the history of the item cost

Module: Item_history

Characteristics:

Links from:

Links to: item

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique expense id. Automatically assigned by the system.
item_idINTEGER NOT NULLYExpense itemitem.id The id of the associated item
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
costDECIMAL(17,3) NOT NULL (Money)    The cost
startDATE NOT NULLY   Start date for the cost period
endDATE NOT NULLY   End date for the cost period
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: item_to_user_location -

Module: Item_to_user_location

Characteristics:

Links from:

Links to: user_location, item, tax_location

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique item_to_user_location id. Automatically assigned by the system.
item_idINTEGER NOT NULLYExpense itemitem.id The id of the associated item
user_location_idINTEGER NOT NULLYUser locationuser_location.id The location ID for this user
tax_location_idINTEGER NOT NULLYTax locationtax_location.id The id of the associated tax location
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: job_code - Holds the job codes. User are associated with this code. This drives rate cards

Module: Job_code

Characteristics:

Links from: job_code_rate_by_task, revenue_projection, slip, revenue_recognition_transaction, timesheet_row, booking, line_manager, booking_by_day, project_task_assign, pending_booking, project_pricing_estimate, job_code_history, user, baseline_by_day, project_assign, owner, up_rate, task, assign_by_day, project_billing_transaction, project_budget_transaction, rate_card_item, slip_projection, project_budget_rule, booking_request

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The job code
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
user_id_fteINTEGER NOT NULLY   The user ID of the FTE (Full Time Equivalent) generic resource
loaded_costDECIMAL(16,2) NOT NULL (Money)    Loaded cost for this job code
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is an active job code
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: job_code_history - Holds the historical user job codes.

Module: Job_code_history

Characteristics:

Links from:

Links to: job_code, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id Id of the user
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job code
startDATE NOT NULLY   Start date for the job code for historical records
endDATE NOT NULLY   End date for the job code for historical records
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: job_code_rate_by_task - Holds the job code rates for a particular task

Module: Project_pricing

Characteristics:

Links from:

Links to: job_code, task, rate_card

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
dateDATE NOT NULLY   The date of the task
task_idINTEGER NOT NULLYTasktask.id The id of the associated task
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job_code
standard_rate_card_idINTEGER NOT NULLYRate cardrate_card.id The id of the standard rate card
standard_rateDECIMAL(16,2) NOT NULL (Money)    The standard hourly billing rate
Dated by the date field
standard_currencyCHAR(3) NOT NULL (Currency)    Currency for the standard rate
discount_rate_card_idINTEGER NOT NULLYRate cardrate_card.id The id of the discount rate card
discount_rateDECIMAL(16,2) NOT NULL (Money)    The standard hourly billing rate
Dated by the date field
discount_currencyCHAR(3) NOT NULL (Currency)    Currency for the discount rate
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created.
updatedTIMESTAMP    Time the record was last updated or modified.
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: job_code_used - Holds the information on what tables use the job codes

Module: Job_code_used

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
table_nameCHAR(20) NOT NULLY   The name of the table that uses a job code
used_byCHAR(1) NOT NULLY   What it is used by
T'a'sks in timesheets
positionINTEGER NOT NULL    Position in the lookup rule
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: layout - Holds layout configurations

Module:

Characteristics:

Links from: layout

Links to: layout, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
parent_idINTEGER NOT NULLY layout.id The layout id of our immediate ancestor. If zero/null, this is a base layout.
contextVARCHAR(120) NOT NULLY   Context of the layout
nameVARCHAR(200) NOT NULL    Name of the layout
settingMEDIUMTEXT NOT NULL    The layout data is stored in this field as a JSON structure
versionVARCHAR(3) NOT NULL    The version of the layout data stored in setting
owner_idINTEGER NOT NULLYUseruser.id The id of the associated user who created the layout.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: leave_accrual_rule - Holds the leave accrual rules

Module: Leave_accrual_rule

Characteristics:

Links from: leave_accrual_rule_to_user, leave_accrual_transaction

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   Name of the rule
periodCHAR(30) NOT NULL    The period for the cap
amountDECIMAL(12,4) NOT NULL    The number of hours per period
timingCHAR(1) NOT NULL    When the accrual is applied
'S'tart of the period
'E'end of the period
capDECIMAL(12,2) NOT NULL    Number of hours to cap the accrual at
lose_howCHAR(1) NOT NULL    How is accrued time lost
N - Never
A - The users anniversary date
Y - End of year
grace_daysINTEGER NOT NULL    How many days is the grace period before accrued time is lost
draw_down_whenCHAR(1) NOT NULL    Generate the draw-down when
R - When leave accrual is run
A - When a timesheet is approved
category_filterMEDIUMTEXT NOT NULL    CSV list of categories that will trigger a draw-down
timetype_filterMEDIUMTEXT NOT NULL    CSV list of timetypes that will trigger a draw-down
project_filterMEDIUMTEXT NOT NULL    CSV list of projects that will trigger a draw-down
project_task_filterMEDIUMTEXT NOT NULL    CSV list of project_tasks that will trigger a draw-down
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is an active billing rule
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
exclude_inactive_usersCHAR(1) NOT NULL    A "1/0" field. Exclude inactive users
delay_lossINTEGER NOT NULL    Number of days to delay loss accrual transaction by
lose_month_dayCHAR(5) NOT NULL    Month and day (MM-DD) when accruals will be lost
carry_overDECIMAL(12,4) NOT NULL    Number of hours allowed to carry over to next year
partial_accrualCHAR(1) NOT NULL    A "1/0" field. Partial accruals are performed between periods.
carry_expiresCHAR(1) NOT NULL    A "1/0" field. Carry over hours expire after grace period.
modify_with_timesheetCHAR(1) NOT NULL    A "1/0" field. Draw-downs are modified/deleted when approved timesheets later change.
only_if_activeCHAR(1) NOT NULL    A "1/0" field. All the transactions will only be created against this rule if created during the time a rule is associated with a user. If it attempts to created a transaction against a 'closed period' of the rule, the transaction will be created against the current rule. If it is the last rule in a transfer progression, the transaction should be created against the closed period.
only_if_active_dateDATE NOT NULL    A date since which the "only_if_active" behavior will be applied.
partial_accrual_exact_daysCHAR(1) NOT NULL    A "1/0" field. In partial calculation of transactions or on prorated basis setting the calculation consider the exact number of days in a month (for example 31 days in January, 28 in February). Otherwise system will use 30 days
partial_accrual_exact_days_dateDATE NOT NULL    A date since which the "exact_days_date" behavior will be applied.
negative_balance_transfersCHAR(1) NOT NULL    A "1/0" field. Enable transfer of negative accrual balances.
negative_balance_transfers_dateDATE NOT NULL    A date since which the "negative_balance_transfers" behavior will be applied.

top


Table: leave_accrual_rule_to_user - Table maps leave accrual rules to users. A user can have multiple entries for the same rule but the date ranges can not overlap.

Module: Leave_accrual_rule_to_user

Characteristics:

Links from:

Links to: user, leave_accrual_rule

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
leave_accrual_rule_idINTEGER NOT NULLYLeave accrual ruleleave_accrual_rule.id The id of the associated accrual rule
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
transfer_balance_toINTEGER NOT NULLY   Id of leave_accrual_rule_to_user record where balance should be transfered to.
start_dateDATE NOT NULLY   The date the accrual rule starts applying to the user. This is required
end_dateDATE NOT NULLY  9999-12-31The date the accrual rule stops applying to the user
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: leave_accrual_transaction - Leave accrual transactions

Module: Leave_accrual_transaction

Characteristics:

Links from:

Links to: user, leave_accrual_rule, task

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
leave_accrual_rule_idINTEGER NOT NULLYLeave accrual ruleleave_accrual_rule.id The id of the associated accrual rule. This is a required field.
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
task_idINTEGER NOT NULLYTasktask.id The id of the associated task if this is a draw down against a timesheet entry
dateDATE NOT NULLY   The date of the transaction
typeCHAR(1) NOT NULL    'D'raw down
'A'ccrual
amountDECIMAL(12,4) NOT NULL    The number of hours. A draw down must be a negative number. An accrual is typically a positive number but can be a negative number
from_runCHAR(1) NOT NULL    Was this generated from a run the leave accrual rules
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
related_leave_accrual_rule_idINTEGER NOT NULLY   The id of the associated accrual rule from which this transaction has been generated but this rule was already closed so the transaction was created against the 'transfer_balance_to' rule.

top


Table: library_script_deployment -

Module: Library_script_deployment

Characteristics:

Links from: library_script_link

Links to: attachment_revision

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    Optional--a description of this deployment.
attachment_revision_idINTEGER NOT NULLY attachment_revision.id Which revision of the script is to be run.
test_user_idINTEGER NOT NULLY   If this deployment is in testing mode, this is the user that will execute it.
test_codeMEDIUMTEXT NOT NULL    If populated, and this deployment is in testing mode, this code will execute instead of the attachment revision's contents
codeMEDIUMTEXT NOT NULL    The code that is currently deployed; it is a copy of the attachment revision's contents
notesMEDIUMTEXT NOT NULL    Notes
test_revision_commentsMEDIUMTEXT NOT NULL    If populated, and this deployment is in testing mode, comments to be stored in new workspace document revision commit
activeCHAR(1) NOT NULLY   A 1/"" field indicating whether this deployment is active
deletedCHAR(1) NOT NULLY   A 1/"" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
docsMEDIUMTEXT NOT NULL    The documentation that is currently deployed
test_docsMEDIUMTEXT NOT NULL    If populated, and this deployment is in testing mode, this documentation will show instead of deployed one

top


Table: library_script_link - Association of script deployment table/id pairs referencing library scripts

Module: Library_script_link

Characteristics:

Links from:

Links to: library_script_deployment

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
library_script_deployment_idINTEGER NOT NULLYLibrary script deploymentlibrary_script_deployment.id The id of the library_script_deployment referenced by deployment specified in table_name and record_id
table_nameVARCHAR(30) NOT NULLY   The name of the script deployment table this row is associated with
record_idINTEGER NOT NULLY   The id of the record in table_name
test_modeCHAR(1) NOT NULLY   A "1/0" field indicating if the reference acts in test mode
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: line_manager - Table to satisfy line_manager_id foreign keys. (mirrors the user table)

Module:

Characteristics:

This table mirrors the user table.


Table: list - Holds lists which exist in the system (predefined/system or custom).

Module:

Characteristics:

Compound Unique Indexes: cu1=name,type

Links from: list_layout_user, list_layout

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system
nameVARCHAR(200) NOT NULL    The name of the list
typeCHAR(1) NOT NULL    Type of the list:
F - FastList
L - List
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: list_layout - Describes custom list layout

Module:

Characteristics:

Links from: list_layout_favorite, list_layout_user

Links to: user, list

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system
list_idINTEGER NOT NULLY list.id The related list ID
owner_idINTEGER NOT NULLYUseruser.id The id of the associated user who created the list view layout
nameVARCHAR(200) NOT NULL    The name of the list layout
descriptionMEDIUMTEXT NOT NULL    The description of the list layout
settingMEDIUMTEXT NOT NULL    The list layout settings as JSON
publicCHAR(1) NOT NULLY   A "1/0" field indicating if the record is public
odataCHAR(1) NOT NULLY   Field indicating if and how the list view is published via OData:
'N' Not published (default value)
'O' Published as private (= Owner only)
'E' Published as public (= Everyone)
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: list_layout_favorite - Holds information about which lists are favorites for which users

Module:

Characteristics:

Links from:

Links to: user, list_layout

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system
list_layout_idINTEGER NOT NULLY list_layout.id The id of the list layout
user_idINTEGER NOT NULLYUseruser.id The id of the user
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: list_layout_user - Specifies user_id:list_layout relation

Module:

Characteristics:

Compound Unique Indexes: cu1=list_layout_id,user_id,list_id

Links from:

Links to: user, list_layout, list

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system
list_layout_idINTEGER NOT NULLY list_layout.id The related list layout ID
user_idINTEGER NOT NULLYUseruser.id The related user ID
list_idINTEGER NOT NULLY list.id The related list ID
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified

top


Table: list_query - Holds saved and re-usable list queries

Module: ListQuery

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
entityVARCHAR(120) NOT NULL    Base entity, whose list is a source for the query.
queryMEDIUMTEXT NOT NULL    Query definition structure, stored as a JSON.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: list_view_layout - Holds List layout configuration: which columns to display, in which order, etc.

Module: List_view_layout

Characteristics:

Links from:

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    Name of the layout
settingMEDIUMTEXT NOT NULL    The layout setting object is stored in this field
versionVARCHAR(3) NOT NULL    The version of the layout data stored in setting
owner_idINTEGER NOT NULLYUseruser.id The id of the associated user who created the layout.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
list_nameCHAR(200) NOT NULL    List or FastList name
descriptionVARCHAR(200) NOT NULL    Short description
is_privateCHAR(1) NOT NULL   1Is this layout private? (Y/N)

top


Table: loaded_cost - Holds the loaded cost values for a user

Module: LoadedCost

Characteristics:

Compound Indexes: c2=user_id,project_id,start,end -- c1=user_id,project_task_id

Links from:

Links to: customer, project, project_task, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id Id of the user
lc_levelINTEGER NOT NULLY   If multiple loaded costs are used, this holds the level of loaded cost
0 = primary loaded cost
1 = secondary loaded cost
2 = tertiary loaded cost
currencyCHAR(3) NOT NULL (Currency)    The currency of the cost field
costDECIMAL(16,2) NOT NULL (Money)    The fully loaded hourly cost of the user
startDATE NOT NULLY   Start date for the loaded cost for historical records
endDATE NOT NULLY   End date for the loaded cost for historical records
currentCHAR(1) NOT NULLY   A "1/0" field indicating if this is the current loaded cost record
project_task_idINTEGER NOT NULLYTaskproject_task.id The id if this loaded cost is associated with a specific project task
If this fields is used the project_id and customer_id must be empty
project_idINTEGER NOT NULLYProjectproject.id The id if this loaded cost is associated with a specific project
customer_idINTEGER NOT NULLYClientcustomer.id The ID of the associated customer
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: manufacturer - The manufacturer table.

Module: Manufacturer

Characteristics:

Links from: product, request_item, purchase_item

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique manufacturer id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The manufacturer name. This shows up on all the manufacturer popups in the application.
address1VARCHAR(50) NOT NULL    Address line one
address2VARCHAR(50) NOT NULL    Address line two
address3VARCHAR(50) NOT NULL    Address line three
address4VARCHAR(50) NOT NULL    Address line four
cityVARCHAR(50) NOT NULL    City
stateVARCHAR(25) NOT NULL    State/province
zipVARCHAR(15) NOT NULL    ZIP/postal code
countryVARCHAR(30) NOT NULL    Country
webVARCHAR(255) NOT NULL    Web address
emailVARCHAR(255) NOT NULL    Vendor email address to send purchase orders to.
phoneVARCHAR(30) NOT NULL    Phone number
faxVARCHAR(30) NOT NULL    Fax number
notesMEDIUMTEXT NOT NULL    Manufacturer notes.
activeCHAR(1) NOT NULLY   A "1/0" field indicating where this is designated as an active manufacturer "1/0".
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: merchant - Merchant information for online payments. To accept an online payment a merchant must have an entry in this table which reflects the merchants access information to the payment vendor.

Module:

Characteristics:

Links from: bulk_payment

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
payment_vendorVARCHAR(30) NOT NULLU   The payment vendor. Currently only 'AuthorizeNetVendorCC'.
login_idVARCHAR(30) NOT NULL    The merchant id assigned by the payment vendor.
login_passwordVARCHAR(30) NOT NULL    The password associated with the login id. Only required
for certain transactions. e.g. in AuthorizeNetVendorCC
it is only required for CREDIT, VOID, CAPTURE_ONLY,
and PRIOR_AUTH_CAPTURE, none of which we support. We
only support AUTH_CAPTURE.
confirmation_emailVARCHAR(255) NOT NULL    Payment Confirmation email address.
test_modeCHAR(1) NOT NULL    A "1/0" field indicated whether the transaction should
be made in test mode.
vendor_specialVARCHAR(30) NOT NULL    A special word relating the payment vendor to the merchant. The
use of this information is payment vendor-specific. e.g.
Authorize.Net uses this information to generate the MD5 hash.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted.
createdDATETIME NOT NULL    Time the record was created.
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: newsfeed - Holds news feeds (series of text messages).

Module:

Characteristics:

Links from: newsfeed_message, project

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system
createdDATETIME NOT NULL    Time the record was created.
updatedTIMESTAMP    Time the record was last updated or modified.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: newsfeed_message - Holds news feed messages.

Module:

Characteristics:

Links from:

Links to: user, newsfeed

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system
newsfeed_idINTEGER NOT NULLYNews feednewsfeed.id ID of a news feed this message belongs to
author_idINTEGER NOT NULLYUseruser.id ID of an author of this message (user.id)
editor_idINTEGER NOT NULLYUseruser.id ID of the last editor of this message (user.id)
titleVARCHAR(255) NOT NULL    Title (subject) of the message
contentMEDIUMTEXT NOT NULL    Content (body) of the message
tag_idINTEGER NOT NULL    Optional tag of the message (can be used to visually distinguish or categorize).
createdDATETIME NOT NULL    Time the record was created.
updatedTIMESTAMP    Time the record was last updated or modified.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: ns_queue - Defines the queue for NSOA realtime integration

Module:

Characteristics:

Compound Unique Indexes: cu1=type,ns_id,status

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system
typeVARCHAR(200) NOT NULLY   The OA object type, corresponding to the table name
ns_idINTEGER NOT NULLY   The ID of the record in NetSuite
statusINTEGER NOT NULLY   A field indicating the processing status of the record in the queue.
Possible values:
0 Not processed
1 In processing
2 Processing finished
negative value For deleted records value is set to -id to keep the key unique
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: owner - Table to satisfy owner_id foreign keys. (mirrors the user table)

Module:

Characteristics:

This table mirrors the user table.


Table: payment - The payment table in the Invoices application. Payments are monies received from a customer. They can be either a payment on an invoice balance or a retainer to draw against.

Module: Invoice_payment

Characteristics:

Links from:

Links to: bulk_payment, invoice, customer, agreement

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique payment id. Automatically assigned by
the system.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here
invoice_idINTEGER NOT NULLYInvoiceinvoice.id The associated invoice id if a payment against a specific invoice
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer if this is a retainer payment
agreement_idINTEGER NOT NULLYAgreementagreement.id The id of the associated agreement if this is a retainer associated with an agreement
bulk_payment_idINTEGER NOT NULLYOnline paymentbulk_payment.id The id of the bulk_payment transaction if this payment is part of a
bulk_payment.
dateDATE NOT NULLY   The date of the payment
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
totalDECIMAL(16,2) NOT NULL (Money)    The payment total
Dated by the date field
notesMEDIUMTEXT NOT NULL    Payment description/notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: payment_terms - The payment_terms table.

Module: Payment_terms

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique payment terms id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The payment terms name.
notesMEDIUMTEXT NOT NULL    Payment terms notes.
default_termsCHAR(1) NOT NULLY   A "1/0" field indicating whether this is the default payment terms (used for Customers, Vendors, Invoices and POs)
activeCHAR(1) NOT NULLY   A "1/0" field indicating where this is designated as an active shipping terms "1/0".
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: payment_type -

Module: PaymentType

Characteristics:

Links from: slip_projection, revenue_projection, slip, ticket

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The name of the payment_type
notesMEDIUMTEXT NOT NULL    Notes
char_abbrCHAR(1) NOT NULLY   This field is just used to do a lookup and join to upgrade the old payment_method fields into payment_type_id fields.
activeCHAR(1) NOT NULLY   a "1/0" field, specifying if the type is active
default_payment_typeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is the default payment_type for receipts
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
default_statusCHAR(1) NOT NULL    Default receipt status, e.g. R => Reimbursable, N => Non-reimbursable

top


Table: payroll_type - The payroll type

Module: Payroll_type

Characteristics:

Links from: slip_projection, task, revenue_projection, slip, project_billing_transaction, timesheet_row

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the payroll type
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is an active payroll type
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record ID here.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: pending_booking - Holds pending booking records. Part of the project booking automation feature.

Module: PendingBooking

Characteristics:

This table mirrors the booking table.


Table: portlet - Holds portlet configurations

Module: Portlet

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
componentVARCHAR(120) NOT NULL    Component, responsible for rendering this portlet (basically a type of portlet)
titleVARCHAR(200) NOT NULL    Portlet title
descriptionMEDIUMTEXT NOT NULL    Portlet description
optionsMEDIUMTEXT NOT NULL    Component-specific data is stored in this field as JSON
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: preference - The preferences table. This table holds settings for wide variety of functions. Each row represents a unique preference or setting.

Module:

Characteristics:

Links from:

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id If the preference is specific to a user this will be the user id
nameVARCHAR(200) NOT NULLY   The name of the preference
group_nameCHAR(40) NOT NULLY   Optional group name for the preference
settingMEDIUMBLOB NOT NULL    The preference data is stored in this field
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMPY   Time the record was last updated or modified

top


Table: product - The product table. Products are purchased in the Purchase module.

Module: Product

Characteristics:

Links from: proposal_block, revenue_projection, slip, project_billing_transaction, project_budget_transaction, purchase_item, slip_projection, project_budget_rule, request_item

Links to: manufacturer, vendor

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique product id. Automatically assigned by the system.
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
nameVARCHAR(200) NOT NULLY   The name for the product. This shows up on all the product popups in the application.
manufacturer_idINTEGER NOT NULLYManufacturermanufacturer.id The manufacturer of this product
manufacturer_partVARCHAR(200) NOT NULLY   The manufacturer's part number, SKU or other unique identification for this product.
vendor_idINTEGER NOT NULLYVendorvendor.id The preferred vendor from whom to purchase this product
vendor_skuVARCHAR(200) NOT NULLY   The the preferred vendor's sku for this product
currencyCHAR(3) NOT NULL (Currency)    The currency this cost is quoted in
standard_costDECIMAL(17,3) NOT NULL (Money)    The current standard cost per unit of measure for the product
3 decimal places to handle stuff like mileage at 32.5 cents
umCHAR(10) NOT NULL    The unit of measure for the product i.e "EA"
taxableCHAR(1) NOT NULL    A "1/0" field indicating whether this item is taxable
notesMEDIUMTEXT NOT NULL    product notes.
activeCHAR(1) NOT NULLY   A "1/0" field indicating where this is designated as an active product "1/0".
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project - Project, case, phase or incident information. A project is typically associated with a specific customer and is a way to group billing/expenses etc. for a customer.

Module: Project

Characteristics:

Links from: auto_bill, revenue_recognition_rule, timer, slip, project_budget_itd_incurred_cost, issue, authorization, revenue_recognition_transaction, timesheet_row, booking, budget_allocation, project_assignment_profile, resource_request, pending_booking, agreement_to_project, request_item, envelope, baseline_by_day, project_assign, schedule_request, project_task_baseline, resource_request_queue, up_rate, signer, project_billing_transaction, project_booking_grid, purchase_item, project_billing_rule, email_template, expense_policy, booking_baseline, booking_request, entity_report, loaded_cost, project_baseline, revenue_projection, budget, project_budget_group, schedule_request_item, booking_by_day, revenue_container_summary, snapshot, ticket, alert, revenue_container, approval, project_task, task, assign_by_day, report_cache, project_budget_transaction, purchaserequest, customerpo_to_project, project_mutex, slip_projection, project_budget_rule, entity_tag, project_pricing

Links to: attachment, cost_center, approvalprocess, project_location, contact, rate_card, newsfeed, project_stage, customer, user, invoice_layout, tax_location

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique project ID. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The project name. This shows up on all the project popups in the application.
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record ID here.
customer_idINTEGER NOT NULLYClientcustomer.id The ID of the associated customer
contact_idINTEGER NOT NULLYContactcontact.id The ID of the associated customer contact.
user_idINTEGER NOT NULLYUseruser.id The user ID of the project owner
project_location_idINTEGER NOT NULLYProject locationproject_location.id The location ID for this project
project_stage_idINTEGER NOT NULLYProject stageproject_stage.id The id of the project stage
portfolio_project_idINTEGER NOT NULLY   The id of the associated portfolio project
is_portfolio_projectCHAR(1) NOT NULL    A "1/0" field, "1" if the project is a portfolio project
cost_center_idINTEGER NOT NULLYCost centercost_center.id The id of the associated cost center
billing_contact_idINTEGER NOT NULLYContactcontact.id The billing contact id if different than the customer designated billing contact
shipping_contact_idINTEGER NOT NULL Contactcontact.id The shipping contact id if different than the customer designated shipping contact
sold_to_contact_idINTEGER NOT NULL Contactcontact.id The sold to contact id if different than the customer designated sold to contact
notesMEDIUMTEXT NOT NULL    Project notes
recalc_warningMEDIUMTEXT NOT NULL    This holds warning and errors generated by the project recalculation
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
budgetDECIMAL(16,2) NOT NULL (Money)    The budgeted revenue for the project
Dated by the start_date field
budget_timeDECIMAL(12,2) NOT NULL    The budgeted amount of time for the project, in hours
budget_costDECIMAL(16,2) NOT NULL (Money)    The budgeted cost for the project
rateDECIMAL(16,2) NOT NULL (Money)    The hourly billing rate
sga_laborDECIMAL(12,2) NOT NULL    The allocated cost (SG and A) overhead percentage to apply to labor for
profitability analysis
start_dateDATE NOT NULLY   The scheduled starting date of the project
finish_dateDATE NOT NULLY   The calculated finish date of the project
notify_ownerCHAR(1) NOT NULL    A "1/0" field indicating whether to send email to the
project owner when an ownership change is made.
notify_assigneesCHAR(1) NOT NULL    A "1/0" field indicating whether to send email to assigned users
whenever a task in this project is added, modified, or deleted.
notify_issue_assigned_toCHAR(1) NOT NULL    A "1/0" field indicating whether to send email to a user
whenever assigned to an issue
notify_issue_created_project_ownerCHAR(1) NOT NULL    A "1/0" field indicating whether to send email to the project
owner whenever an issue is created
notify_sr_submitted_project_ownerCHAR(1) NOT NULL    A "1/0" field indicating whether to send email to the project
owner when a schedule request is submitted for a user booked or
assigned to the project
notify_issue_created_customer_ownerCHAR(1) NOT NULL    A "1/0" field indicating whether to send email to the customer
owner whenever an issue is created
notify_issue_closed_assigned_toCHAR(1) NOT NULL    A "1/0" field indicating whether to send email to the assigned
user whenever an issue is moved to a considered closed issue stage
notify_issue_closed_project_ownerCHAR(1) NOT NULL    A "1/0" field indicating whether to send email to the project owner
whenever an issue is moved to a considered closed issue stage
notify_issue_closed_customer_ownerCHAR(1) NOT NULL    A "1/0" field indicating whether to send email to the customer owner
whenever an issue is moved to a considered closed issue stage
invoice_textMEDIUMTEXT NOT NULL    Text to display on every invoice
invoice_layout_idINTEGER NOT NULLY invoice_layout.id The id of the associated invoice layout
credit_invoice_layout_idINTEGER NOT NULLY   The id of the associated invoice layout
te_approverINTEGER NOT NULL Envelope approveruser.id The user_id of the project expense report approver if this is a single approver process.
This field is mutually exclusive with te_approvalprocess
If -1 then the approver is the owners manager
If -2 then the approver is the owners manager's manager
If -3 then the approver is the project owner
If -4 then the approver is self
te_allowance_approverINTEGER NOT NULL Allowance approveruser.id The user_id of the project allowance report approver if this is a single approver process.
This field is mutually exclusive with te_allowance_approvalprocess
If -1 then the approver is the owners manager
If -2 then the approver is the owners manager's manager
If -3 then the approver is the project owner
If -4 then the approver is self
az_approverINTEGER NOT NULL Authorizations approveruser.id The user_id of the project expense authorization approver if this is a single approver process.
This field is mutually exclusive with az_approvalprocess
If -1 then the approver is the owners manager
If -2 then the approver is the owners manager's manager
If -3 then the approver is the project owner
If -4 then the approver is self
ta_approverINTEGER NOT NULL Timesheet approveruser.id The user_id of the project timesheet approver if this is a single approver process
This field is mutually exclusive with ta_approvalprocess
If -1 then the approver is the owners manager
If -2 then the approver is the owners manager's manager
If -3 then the approver is the project owner
If -4 then the approver is self
pr_approverINTEGER NOT NULL Purchase requests approveruser.id The user_id of the project purchase request approver if this is a single approver process
This field is mutually exclusive with pr_approvalprocess
If -1 then the approver is the owners manager
If -2 then the approver is the owners manager's manager
If -3 then the approver is the project owner
If -4 then the approver is self
po_approverINTEGER NOT NULL Purchase orders approveruser.id The user_id of the project purchase order approver if this is a single approver process
This field is mutually exclusive with po_approvalprocess
If -1 then the approver is the owners manager
If -2 then the approver is the owners manager's manager
If -3 then the approver is the project owner
If -4 then the approver is self
br_approverINTEGER NOT NULL Booking request approveruser.id The user_id of the project booking request approver if this is a single approver process
This field is mutually exclusive with br_approvalprocess
If -1 then the approver is the owners manager
If -2 then the approver is the owners manager's manager
If -3 then the approver is the project owner
If -4 then the approver is self
tb_approverINTEGER NOT NULL Invoice approveruser.id The user_id of the project invoice approver if this is a single approver process
This field is mutually exclusive with tb_approvalprocess
If -1 then the approver is the owners manager
If -2 then the approver is the owners manager's manager
If -3 then the approver is the project owner
If -4 then the approver is self
rv_approverINTEGER NOT NULL Recognition container approveruser.id The user_id of the project revenue_container approver if this is a single approver process
This field is mutually exclusive with rv_approvalprocess
If -1 then the approver is the owners manager
If -2 then the approver is the owners manager's manager
If -3 then the approver is the project owner
If -4 then the approver is self
rm_approverINTEGER NOT NULL Bookings approveruser.id The user_id of the project booking approver if this is a single approver process
This field is mutually exclusive with rm_approvalprocess
If -1 then the approver is the owners manager
If -2 then the approver is the owners manager's manager
If -3 then the approver is the project owner
If -4 then the approver is self
bg_approverINTEGER NOT NULL  approveruser.id The user_id of the project budget approver if this is a single approver process
This field is mutually exclusive with bg_approvalprocess
If -1 then the approver is the owners manager
If -2 then the approver is the owners manager's manager
If -3 then the approver is the project owner
If -4 then the approver is self
pm_approver_1INTEGER NOT NULL Approver 1user.id The user_id of the project approver 1 that is substituted into the approval processes
If -6 then the approver is the 1st additional project approver
pm_approver_2INTEGER NOT NULL Approver 2user.id The user_id of the project approver 2 that is substituted into the approval processes
If -7 then the approver is the 2nd additional project approver
pm_approver_3INTEGER NOT NULL Approver 3user.id The user_id of the project approver 3 that is substituted into the approval processes
If -8 then the approver is the 3rd additional project approver
te_approvalprocessINTEGER NOT NULL Envelope approval processapprovalprocess.id The approvalprocess_id of the project expense report approval process
This field is mutually exclusive with te_approver
te_allowance_approvalprocessINTEGER NOT NULL Allowance approval processapprovalprocess.id The approvalprocess_id of the allowance report approval process
This field is mutually exclusive with te_allowance_approver
az_approvalprocessINTEGER NOT NULL Authorizations approval processapprovalprocess.id The approvalprocess_id of the project expense authorization approval process
This field is mutually exclusive with az_approver
ta_approvalprocessINTEGER NOT NULL Timesheet approval processapprovalprocess.id The approvalprocess_id of the project timesheet approval process
This field is mutually exclusive with ta_approver
pr_approvalprocessINTEGER NOT NULL Purchase requests approval processapprovalprocess.id The approvalprocess_id of the project purchase request approval process
This field is mutually exclusive with pr_approver
po_approvalprocessINTEGER NOT NULL Purchase orders approval processapprovalprocess.id The approvalprocess_id of the project purchase order approval process
This field is mutually exclusive with po_approver
br_approvalprocessINTEGER NOT NULL Booking requests approval processapprovalprocess.id The approvalprocess_id of the project booking request approval process
This field is mutually exclusive with br_approver
tb_approvalprocessINTEGER NOT NULL Invoice approval processapprovalprocess.id The approvalprocess_id of the project invoice approval process
This field is mutually exclusive with tb_approver
rv_approvalprocessINTEGER NOT NULL Recognition container approval processapprovalprocess.id The approvalprocess_id of the project revenue_container approval process
This field is mutually exclusive with rv_approver
rm_approvalprocessINTEGER NOT NULL Bookings approval processapprovalprocess.id The approvalprocess_id of the project booking approval process
This field is mutually exclusive with rm_approver
bg_approvalprocessINTEGER NOT NULL  approval processapprovalprocess.id The approvalprocess_id of the project budget approval process
This field is mutually exclusive with bg_approver
dirtyCHAR(1) NOT NULLY   A "1/0" field, "1" if the tasks within this project need to be recalculated.
want_dirtyCHAR(1) NOT NULL    A "1/0" field, "1" if we want this project to be marked dirty when it have finished
the current recalc
sync_customerINTEGER NOT NULL    If this field is non-zero all the customer relationships will be checked at the next
project recalc
auto_billCHAR(1) NOT NULL   1A "1/0" field, "1" if the project can be auto-billed
auto_bill_capCHAR(1) NOT NULL    A "1/0" field, "1" if the project should have a cap on auto-billings
auto_bill_cap_valueDECIMAL(16,2) NOT NULL (Money)    The auto-billings cap amount (in the currency of the project)
auto_bill_overrideCHAR(1) NOT NULL    A "1/0" field, "1" if the project overrides the global auto_billing settings
The auto_bill table will hold the settings for the project
tax_rate_federalDECIMAL(8,2) NOT NULL    The federal tax rate for this project
tax_rate_stateDECIMAL(8,2) NOT NULL    The state/HST tax rate for this project
tax_location_idINTEGER NOT NULLYTax locationtax_location.id The id of the associated tax location
task_budget_costDECIMAL(16,2) NOT NULL (Money)    If task budgeting is enabled this is the total cost of all the tasks in the project
Dated by the start_date field
task_budget_revenueDECIMAL(16,2) NOT NULL (Money)    If task budgeting is enabled this is the total projected billing for all the tasks in the project
Dated by the start_date field
defer_recalcCHAR(1) NOT NULL    Do they want to defer recalculation on the project when view and editing in lists
msp_link_typeCHAR(1) NOT NULL    If imported from Microsoft project, this field describes the state:
"" not imported from MSP
'I' imported and locked for edit
'U' imported but unlocked for edit
sync_workspaceCHAR(1) NOT NULL    A "1/0" field indicating whether to keep project resources in sync with linked workspace members
only_owner_can_editCHAR(1) NOT NULL    A "1/0" field indicating whether only the project owner can edit this project
user_filterMEDIUMTEXT NOT NULL    Also allow these users to edit the project if the only_owner_can_edit switch is on
timetype_filterMEDIUMTEXT NOT NULL    A timetype filter. This will hold a list of the timetypes that are allowed to book time to this project
category_filterMEDIUMTEXT NOT NULL    A category (service) filter. This will hold a list of the categories that are allowed to book time to this project
payroll_type_filterMEDIUMTEXT NOT NULL    A payroll type filter. This will hold a list of the payroll types that are allowed to book time to this project
cost_type_filterMEDIUMTEXT NOT NULL    A cost type filter. This will hold a list of the cost types that are allowed for determine employee costs for proportional revenue projects
project_exclude_filterMEDIUMTEXT NOT NULL    A project filter. This holds the list of projects to be excluded when calculating employee allocation % of cost for proportional revenue projects
customer_exclude_filterMEDIUMTEXT NOT NULL    A customer filter. This holds the list of customer to be excluded when calculating employee allocation % of cost for proportional revenue projects
assignment_ccMEDIUMTEXT NOT NULL    Users to cc on assigment notifications. This will hold a list of user_ids, with the following special values
If -1 then cc the assignee's manager
If -2 then cc the assignee's manager's manager
If -3 then cc the project owner
If -5 then cc the customer owner
billing_codeCHAR(2) NOT NULLY   The project billing code. Used in bulk invoicing
messageMEDIUMTEXT NOT NULL    Dashboard message
dashboard_fromCHAR(1) NOT NULL    What determines whether the project dashboard is enabled
'S', Project stage
'P', Project
enable_dashboardCHAR(1) NOT NULLY   A "1/0" field indicating project dashboard is enabled.
Valid when dashboard_from is 'P'
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this project
rate_card_idINTEGER NOT NULLYRate cardrate_card.id If non-zero, the rate card used for projected billings
newsfeed_idINTEGER NOT NULLYNews feednewsfeed.id ID of the corresponding news feed
activeCHAR(1) NOT NULLY   A "1/0" field indicating an active project.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_assign - If they are using the assign by project feature this table holds the users assigned to the project

Module:

Characteristics:

Links from:

Links to: project_assignment_profile, project_group, project, customer, job_code, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id ID of the project to which this user is assigned
user_idINTEGER NOT NULLYUseruser.id The id of the user assigned to this task
project_group_idINTEGER NOT NULLYAssignment groupproject_group.id The id of the project group if the user was assigned as part of a project group
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job code
allocationVARCHAR(10) NOT NULL    The percentage of time the associated user is allocated to this task.
project_assignment_profile_idINTEGER NOT NULLYProject assignment profileproject_assignment_profile.id The id of the associated project assignment profile.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_assignment_profile - Project assignment profile is a skill set associated to some project.

Module: Project_assignment_profile

Characteristics:

Links from: assignment_profile, project_assignment_profile_filter, task, booking, project_task_assign, booking_by_day, pending_booking, project_assign

Links to: project, customer

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique project_assignment_profile id. Automatically assigned by
the system.
nameCHAR(200) NOT NULL    The project_assignment_profile name.
customer_idINTEGER NOT NULLYClientcustomer.id The ID of the associated customer
project_idINTEGER NOT NULLYProjectproject.id Id of the project to which this project_assignment_profile is associated.
user_filterMEDIUMTEXT NOT NULL    A user filter list. The project_assignment_profile only be applied to the users in this list.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_assignment_profile_filter - Project assignment profile filter limits the assignment profile to set of users.

Module: Project_assignment_profile_filter

Characteristics:

Links from:

Links to: project_assignment_profile, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique project_assignment_profile_filter id. Automatically assigned by
the system.
user_idINTEGER NOT NULL Useruser.id The id of the user
project_assignment_profile_idINTEGER NOT NULL Project assignment profileproject_assignment_profile.id The id of the associated project assignment profile
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_baseline - Holds the project baselines

Module: Project_baseline

Characteristics:

Links from: project_task_baseline, baseline_by_day, booking_baseline

Links to: project, customer, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the baseline
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
user_idINTEGER NOT NULLYUseruser.id The user ID of the user who took the baseline
baseline_dateDATETIME NOT NULL    The date and time the baseline was taken
start_dateDATE NOT NULLY   The project start date
finish_dateDATE NOT NULLY   The project finish date
planned_hoursDECIMAL(12,2) NOT NULL    The planned hours
booked_hoursDECIMAL(12,2) NOT NULL    The booked hours if the feature is enabled
budgetDECIMAL(16,2) NOT NULL (Money)    The budgeted amount for the project
budget_timeDECIMAL(12,2) NOT NULL    The budgeted amount of time for the project, in hours
budget_costDECIMAL(16,2) NOT NULL (Money)    The budgeted cost for the project
task_budget_costDECIMAL(16,2) NOT NULL (Money)    If task budgeting is enabled this is the total cost of all the tasks in the project
Dated by the start_date field
task_budget_revenueDECIMAL(16,2) NOT NULL (Money)    If task budgeting is enabled this is the total projected billing for all the tasks in the project
Dated by the start_date field
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
percent_completeDECIMAL(12,1) NOT NULL    Percent complete for the project
cpiDECIMAL(12,2) NOT NULL    Cost Performance Index
spiDECIMAL(12,2) NOT NULL    Schedule Performance Index
crDECIMAL(12,2) NOT NULL    Critical Ratio
pvDECIMAL(16,2) NOT NULL (Money)    Planned Value
evDECIMAL(16,2) NOT NULL (Money)    Earned Value
acDECIMAL(16,2) NOT NULL (Money)    Actual Cost
cvDECIMAL(16,2) NOT NULL (Money)    Cost Variance
svDECIMAL(16,2) NOT NULL (Money)    Schedule variance
bvDECIMAL(16,2) NOT NULL (Money)    Budget variance
ev_percent_completeDECIMAL(12,2) NOT NULL    Earned Value percent complete
notesMEDIUMTEXT NOT NULL    Notes
comparison_baselineCHAR(1) NOT NULLY   Use this as the comparison baseline instead of the last baseline
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_billing_rule - Holds the project billing rules

Module: ProjectBillingRule

Characteristics:

Links from: up_rate, slip_projection, revenue_recognition_rule, revenue_projection, project_billing_transaction, revenue_recognition_transaction

Links to: accounting_period, cost_center, project, rate_card, customerpo, category_1, category_3, agreement, category, project_task, category_5, slip_stage, customer, category_2, repeat, category_4

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   Name of the rule
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
repeat_idINTEGER NOT NULLY repeat.id The id of the associated repeating event
typeCHAR(1) NOT NULLY   The type of the billing rule
'T' is an time billing rule
'E' is an expense billing rule
'F' is a fixed fee billing rule
'P' is a purchase billing rule
'L' is a labor burn billing rule
start_dateDATE NOT NULLY   Start date of the rule
start_milestoneINTEGER NOT NULLY   Id of the starting milestone (project_task)
end_dateDATE NOT NULLY   End date of the rule
end_milestoneINTEGER NOT NULLY   Id of the ending milestone (project_task)
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
amountDECIMAL(16,2) NOT NULL (Money)    The amount for a fixed fee rule
positionINTEGER NOT NULLY   The position of the rule (0,1,2 etc.)
Rules are evaluated in order and evaluation stops once a rule is satisfied
markupDECIMAL(16,2) NOT NULL (Money)    The amount of markup in percent or monetary amount as designated by markup_type field
markup_typeCHAR(1) NOT NULL    A field indicating the type of expense markup: 'P'ercentage of the cost or a 'S'pecific amount
capDECIMAL(16,2) NOT NULL (Money)    The amount to cap total billing for this rule at (in the currency of the project)
cap_hoursDECIMAL(12,2) NOT NULL    The number of hours to cap the billing at for a time billing rule
stop_if_cappedCHAR(1) NOT NULL    If a transaction is not billed because it exceedes the cap should the billing stop for this transaction
adjust_if_cappedCHAR(1) NOT NULL   1If a transaction is will exceed the cap should it be adjusted to fit under the cap
daily_cap_periodCHAR(1) NOT NULL   DWhat is the period for the cap
'D'ay
'W'eek
'M'onth
'Q'uarter
'Y'ear
daily_cap_hoursDECIMAL(12,2) NOT NULL    The number of hours to cap the period billing per user at
daily_roll_to_nextCHAR(1) NOT NULL   1If the period cap is hit move the remainder to the next rule
daily_cap_is_per_userCHAR(1) NOT NULL   1Is the daily cap on a per user basis
backout_gstCHAR(1) NOT NULL    If they are using GST/HST/PST taxes back out the GST/HST taxes from re-billed expenses
exclude_archived_tsCHAR(1) NOT NULL    Exclude time from archive timesheets in time billing rules
exclude_non_billableCHAR(1) NOT NULL    Exclude non-billable expenses
exclude_non_reimbursableCHAR(1) NOT NULL    Exclude non-reimbursable expenses
exclude_non_billable_taskCHAR(1) NOT NULL    Exclude expenses assigned to non-billable tasks
rate_multiplierDECIMAL(12,2) NOT NULL    Optional multiplier to adjust the time billing rate by
daily_rate_multiplierVARCHAR(150) NOT NULL    Optional daily multiplier to adjust the time billing rate by. This is a comma delimited list of the multipliers for the days of the week starting with monday and ending with sunday
assigned_userINTEGER NOT NULL    The user to assign to fixed fee billings
user_filterMEDIUMTEXT NOT NULL    CSV list of users to limit the rule to
category_filterMEDIUMTEXT NOT NULL    CSV list of categories to limit the rule to
timetype_filterMEDIUMTEXT NOT NULL    CSV list of timetypes to limit the rule to
item_filterMEDIUMTEXT NOT NULL    CSV list of items to limit the rule to
product_filterMEDIUMTEXT NOT NULL    CSV list of products to limit the rule to
project_filterMEDIUMTEXT NOT NULL    CSV list of projects to limit the rule to.
project_task_filterMEDIUMTEXT NOT NULL    CSV list of tasks to limit the rule to
job_code_filterMEDIUMTEXT NOT NULL    CSV list of filters to limit the rule to
tax_location_filterMEDIUMTEXT NOT NULL    CSV list of tax locations to limit the rule to
round_rulesMEDIUMTEXT NOT NULL    Rules for rounding time
rate_card_idINTEGER NOT NULLYRate cardrate_card.id The id of the associated rate card if using rate cards
rate_fromCHAR(1) NOT NULL    Where do we get the rate from
'U', Users
'R', Rate cards
'C', Category
'J', Job Code
percent_howCHAR(1) NOT NULL    If the fixed fee is triggered by a percent complete this holds how it is triggered
A, % complete of planned hours for the project
B, % complete of planned hours for a phase or task (the task id is held in the start_milestone field)
percentINTEGER NOT NULL    The percentage value for a a fixed fee percent trigger
category_idINTEGER NOT NULLYServicecategory.id The id of the category to assign to the transaction if it doesn't have a category. Mutually exclusive with project_task_id.
category_1_idINTEGER NOT NULLYService 1 linecategory_1.id The id of the associated category_1. Mutually exclusive with project_task_id.
category_2_idINTEGER NOT NULLYService 2 linecategory_2.id The id of the associated category_2. Mutually exclusive with project_task_id.
category_3_idINTEGER NOT NULLYService 3 linecategory_3.id The id of the associated category_3. Mutually exclusive with project_task_id.
category_4_idINTEGER NOT NULLYService 4 linecategory_4.id The id of the associated category_4. Mutually exclusive with project_task_id.
category_5_idINTEGER NOT NULLYService 5 linecategory_5.id The id of the associated category_5. Mutually exclusive with project_task_id.
project_task_idINTEGER NOT NULLYTaskproject_task.id If the feature to select top-level phase category to assign is enabled, the default_category of this project_task_id (which is a phase) will be the category_id in this rule's transactions. Mutually exclusive with category_id.
cost_center_idINTEGER NOT NULLYCost centercost_center.id Id of the associated cost center
category_whenCHAR(1) NOT NULL   NWhen should the category be applied
N=>"Use the selected category if the time entry does not have a category
A=>"Always use the selected category",
markup_categoryINTEGER NOT NULL    Id of the category a markup on expense receipts should be assigned to
slip_stage_idINTEGER NOT NULLYTimeBill stageslip_stage.id The id of the slip stage to assign to the transaction
agreement_idINTEGER NOT NULLYAgreementagreement.id Id of the associated agreement
customerpo_idINTEGER NOT NULLYClient POcustomerpo.id Id of the associated customerpo
cap_by_customerpoCHAR(1) NOT NULLY   A "1/0" field, "1" if customer po total/hours is to be used, overriding custom cap/cap_hours
ticket_maximumsMEDIUMTEXT NOT NULL    Holds data on ticket maximums per expense type
acct_date_howCHAR(1) NOT NULL   PThe accouting period date of the transaction is determined by:
'N' - none, clear the value
'E' - the entity (no change)
'C' - container of the entity if available (i.e. timesheet, envelope)
'S' - submitted date of the container
'A' - approved date of the container
'M' - set by the specified accounting date
'P' - set by the specified accounting period
accounting_period_idINTEGER NOT NULLYAccounting periodaccounting_period.id-1The id of the associated accounting period
acct_dateDATE NOT NULL    The accounting period date to assign to the transaction
descriptionVARCHAR(200) NOT NULL    The rule description
notesMEDIUMTEXT NOT NULL    Notes
use_task_rate_overrideCHAR(1) NOT NULL    A "1/0" field indicating if the task rate override should be used if it exists
fractionalCHAR(1) NOT NULL    A "1/0" field indicating if fractional transactions are performed for the month starting and ending if the project billing date does not correspond initial date of the contract.
fractional_initial_dateDATE NOT NULL    A date when the contract was signed (is effective). Related to fractional.
fractional_manualCHAR(1) NOT NULL    When creating fractional stubs
0=>"Use calculated amounts for stub periods"
1=>"Use manually entered amounts for stub periods"
Related to fractional.
fractional_initial_amountDECIMAL(16,2) NOT NULL (Money)    Initial stub period amount. Related to fractional.
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is an active billing rule
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
extra_dataMEDIUMTEXT NOT NULL    Holds extra data fields associated with the rule

top


Table: project_billing_transaction - Project billing transactions

Module: ProjectBillingTransaction

Characteristics:

Links from: billing_split

Links to: cost_center, payroll_type, project, item, slip, fulfillment, customerpo, category_1, job_code, category_3, user, agreement, category, ticket, timetype, project_task, task, project_billing_rule, slip_stage, category_5, customer, category_2, product, category_4

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameCHAR(1) NOT NULL    The name of the project_billing_transaction. This field is never populated.
It is used only to satisfy subtotalling by project_billing_transaction in summary reports.
project_billing_rule_idINTEGER NOT NULLYBilling ruleproject_billing_rule.id The id of the associated project billing rule
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
ticket_idINTEGER NOT NULLYReceiptticket.id The id of the associated ticket
task_idINTEGER NOT NULLYTasktask.id The id of the associated task
fulfillment_idINTEGER NOT NULLYFulfillmentfulfillment.id The id of the associated fulfillment record
slip_idINTEGER NOT NULLYTimeBillslip.id The id of the slip that was created
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the project task
category_idINTEGER NOT NULLYServicecategory.id The id of the associated category.
category_1_idINTEGER NOT NULLYService 1 linecategory_1.id The id of the associated category_1.
category_2_idINTEGER NOT NULLYService 2 linecategory_2.id The id of the associated category_2.
category_3_idINTEGER NOT NULLYService 3 linecategory_3.id The id of the associated category_3.
category_4_idINTEGER NOT NULLYService 4 linecategory_4.id The id of the associated category_4.
category_5_idINTEGER NOT NULLYService 5 linecategory_5.id The id of the associated category_5.
item_idINTEGER NOT NULLYExpense itemitem.id The id of the associated item.
product_idINTEGER NOT NULLYProductproduct.id The id of the associated product.
cost_center_idINTEGER NOT NULLYCost centercost_center.id The id of the associated cost center.
typeCHAR(1) NOT NULLY   The type of the transaction. Matches the type field in project_billing_rule
slip_stage_idINTEGER NOT NULLYTimeBill stageslip_stage.id The id of the slip stage
timetype_idINTEGER NOT NULLYTime typetimetype.id The id of the associated time type
payroll_type_idINTEGER NOT NULLYPayroll typepayroll_type.id The id of the associated time type
agreement_idINTEGER NOT NULLYAgreementagreement.id Id of the associated agreement
customerpo_idINTEGER NOT NULLYClient POcustomerpo.id Id of the associated customerpo
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job code
portfolio_project_idINTEGER NOT NULLY   The id of the associated portfolio project
dateDATE NOT NULLY   The date of the transaction
acct_dateDATE NOT NULLY   The accounting period date of the transaction
rateDECIMAL(16,2) NOT NULL (Money)    The hourly rate for a 'T' type
Dated by the date field
hourDECIMAL(12,2) NOT NULL    The number of hours for a 'T' type
minuteDECIMAL(6,0) NOT NULL    The number of minutes for a 'T' type
costDECIMAL(17,3) NOT NULL (Money)    The cost per unit of measure for an 'E' type
The fixed price for a 'F' type
Dated by the date field
umCHAR(10) NOT NULL    The unit of measure for an 'E' or 'P' type. For 'T' or 'L' type this may be 'Day' for daily rate
quantityDECIMAL(14,3) NOT NULL    The quantity for an 'E' or 'P' type. Days for 'T' or 'L' if um is 'Day'.
totalDECIMAL(22,8) NOT NULL (Money)    The total currency value
Dated by the date field
backout_gstCHAR(1) NOT NULL    Was the GST/HST taxes backed out from a re-billed expense
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
descriptionVARCHAR(200) NOT NULL    Description
notesMEDIUMTEXT NOT NULL    Notes
extra_dataMEDIUMTEXT NOT NULL    Holds extra data structures used during billing generation
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_booking_grid - Holds the information needed to setup a project booking grid

Module: Project_booking_grid

Characteristics:

Links from:

Links to: project, customer, booking_type

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
booking_type_idINTEGER NOT NULLYBooking typebooking_type.id The booking_type to assign to the bookings
start_dateDATE NOT NULL    The start date of the grid
end_dateDATE NOT NULL    The end date of the grid
periodVARCHAR(100) NOT NULL    The time period of the grid, weekly, monthly etc.
hr_or_percentCHAR(1) NOT NULL    Hours or percentage
'H' - Hours
'P' - Percentage
group_byVARCHAR(100) NOT NULL    The resource profile to group by
user_filterMEDIUMTEXT NOT NULL    CSV list of the users who selected in the user picker to be on the grid
user_filter_onlyCHAR(1) NOT NULL    A "1/0" field indicating include users from the user_filter regardless of bookings, task assignments, billings, etc.
quick_searchMEDIUMTEXT NOT NULL    The quick search selections
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_budget_group - Table for new budgeting

Module: Project_budget_group

Characteristics:

Links from: project_budget_group, approval, project_budget_rule, project_budget_itd_incurred_cost, project_budget_transaction

Links to: project_budget_group, project, customer, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system
nameVARCHAR(200) NOT NULLY   The name
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
dateDATE NOT NULLY   The date of the budget entry
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
totalDECIMAL(16,2) NOT NULL (Money)    The total value of budget entry
Dated by the date field
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
total_expected_costDECIMAL(16,2) NOT NULL (Money)    Cost budget expected total
Dated by the date field
total_expected_billingDECIMAL(16,2) NOT NULL (Money)    Billing budget expected total
Dated by the date field
total_calculated_costDECIMAL(16,2) NOT NULL (Money)    Cost total calculated from project budget transactions
Dated by the date field
total_calculated_billingDECIMAL(16,2) NOT NULL (Money)    Billing total calculated from project budget transactions
Dated by the date field
total_from_fundingCHAR(1) NOT NULLY   A "1/0" field indicating whether to use total from project funding documents
profitabilityDECIMAL(12,2) NOT NULL    The profitability of this project budget group
funding_totalDECIMAL(16,2) NOT NULL (Money)    Total calculated from project funding documents
Dated by the date field
internal_totalDECIMAL(16,2) NOT NULL (Money)    Manually entered total
Dated by the date field
calculated_totalDECIMAL(16,2) NOT NULL (Money)    Total calculated from project budget transactions
Dated by the date field
budget_byCHAR(1) NOT NULLY   Budget by option:
1 - budget by project
2 - budget by phase
3 - budget by task
unassigned_taskCHAR(1) NOT NULLY   A "1/0" field indicating whether we enable create budget entries not connected to particular task
user_idINTEGER NOT NULLYUseruser.id The user ID of the budget owner
approval_statusCHAR(1) NOT NULL   OThe approval status of the project budget group
'O' - Open
'S' - Submitted
'A' - Approved
'R' - Rejected
'X' - Archived
report_cacheMEDIUMTEXT NOT NULL    Reporting cache is stored in this field
date_submittedDATE NOT NULL    The date the project budget group was submitted
date_approvedDATE NOT NULL    The date the project budget group was approved
date_archivedDATE NOT NULL    The date the project budget group was archived
versionINTEGER NOT NULL    Version of the project budget group
parent_idINTEGER NOT NULLY project_budget_group.id The project budget group id of our immediate ancestor. If zero/null, this is a
top-level project budget group.
labor_subcategoryCHAR(1) NOT NULLY   Labor subcategory:
0 - category
1 - job code
settingMEDIUMTEXT NOT NULL    Misc settings are stored in this field as serialized hash
cf_pesINTEGER NOT NULL    Pesimistic contingency factor for this project budget
cf_optINTEGER NOT NULL    Optimistic contingency factor for this project budget
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
pivot_dateDATE NOT NULL    When project budget group is approved, this will hold pivot date valid at the date of approval.
is_baselineCHAR(1) NOT NULLY   Is this project budget group baseline for this project

top


Table: project_budget_itd_incurred_cost - Table which holds ITD incurred cost relevant to a budget at the date of its approval

Module: Project_budget_group

Characteristics:

Links from:

Links to: project_budget_group, project, customer, project_task

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the task within the associated project
project_budget_group_idINTEGER NOT NULLY project_budget_group.id The id of associated project_budget_group
categoryINTEGER NOT NULLY   The main category. 1 - labor, 2 - expense item, 3 - purchase order
totalDECIMAL(18,4) NOT NULL (Money)    The total for this ITD incurred cost
Dated by the date field
dateDATE NOT NULL    Date of project budget approval
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified

top


Table: project_budget_rule - Table for project budget rules

Module: Project_budget_rule

Characteristics:

Links from: project_budget_transaction

Links to: project, item, project_task, project_budget_group, customer, job_code, category, product

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system
project_budget_group_idINTEGER NOT NULLY project_budget_group.id The id of associated project_budget_group
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the associated project task
categoryINTEGER NOT NULLY   The main category. 1 - labor, 2 - expense item, 3 - purchase order
category_idINTEGER NOT NULLYServicecategory.id The id of the associated category
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job code
item_idINTEGER NOT NULLYExpense itemitem.id The id of the associated item
product_idINTEGER NOT NULLYProductproduct.id The id of the associated product
periodCHAR(1) NOT NULL    The period of the total:
'D' - daily
'W' - weekly
'M' - monthly
'T' - total
total_worstDECIMAL(18,4) NOT NULL (Money)    The worst-case estimate for this project budget rule
Dated by the date field
total_bestDECIMAL(18,4) NOT NULL (Money)    The best-case estimate for this project budget rule
Dated by the date field
total_most_likelyDECIMAL(18,4) NOT NULL (Money)    The most likely estimate for this project budget rule
Dated by the date field
totalDECIMAL(18,4) NOT NULL (Money)    The total for this project budget rule
Dated by the date field
quantity_worstDECIMAL(14,4) NOT NULL    The worst-case quantity estimate for this project budget rule
quantity_bestDECIMAL(14,4) NOT NULL    The best-case quantity estimate for this project budget rule
quantity_most_likelyDECIMAL(14,4) NOT NULL    The most likely quantity estimate for this project budget rule
quantityDECIMAL(14,4) NOT NULL    The quantity for this project budget rule
rateDECIMAL(17,3) NOT NULL (Money)    The rate of this project budget rule
profitabilityDECIMAL(12,2) NOT NULL    The profitability of this project budget rule
dateDATE NOT NULLY   The date of the budget rule
start_dateDATE NOT NULLY   Start date of the period
end_dateDATE NOT NULLY   End date of the period
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
importedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was imported from project task assignments or bookings

top


Table: project_budget_transaction - Table for new budget transactions

Module: Project_budget_transaction

Characteristics:

Links from:

Links to: project, item, project_task, project_budget_group, customer, project_budget_rule, job_code, product, category

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system
project_budget_rule_idINTEGER NOT NULLYProject budget ruleproject_budget_rule.id The id of associated project budget rule
project_budget_group_idINTEGER NOT NULLY project_budget_group.id The id of associated project_budget_group
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the associated project task
categoryINTEGER NOT NULLY   The main category. 1 - labor, 2 - expense item, 3 - purchase order
category_idINTEGER NOT NULLYServicecategory.id The id of the associated category
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job code
item_idINTEGER NOT NULLYExpense itemitem.id The id of the associated item
product_idINTEGER NOT NULLYProductproduct.id The id of the associated product
dateDATE NOT NULLY   The date of the budget transaction
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
total_worstDECIMAL(18,4) NOT NULL (Money)    The worst-case estimate for this project budget transaction
Dated by the date field
total_bestDECIMAL(18,4) NOT NULL (Money)    The best-case estimate for this project budget transaction
Dated by the date field
total_most_likelyDECIMAL(18,4) NOT NULL (Money)    The most likely estimate for this project budget transaction
Dated by the date field
totalDECIMAL(18,4) NOT NULL (Money)    The total for this budget transaction
Dated by the date field
quantity_worstDECIMAL(14,4) NOT NULL    The worst-case quantity estimate for this project budget transaction
quantity_bestDECIMAL(14,4) NOT NULL    The best-case quantity estimate for this project budget transaction
quantity_most_likelyDECIMAL(14,4) NOT NULL    The most likely quantity estimate for this project budget transaction
quantityDECIMAL(14,4) NOT NULL    Quantity for this project budget transaction
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_group - Project groups allows a collection of users to be assigned to a project task as a group

Module: Project_group

Characteristics:

Links from: project_task_assign, shared_folder, project_group_assign, shared_report, workspace_user, project_assign

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the project_group
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is an active project_group
is_auto_add_new_usersCHAR(1) NOT NULLY   A "1/0" field indicating whether newly created users should be automatically added to this project_group
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_group_assign - The users who are are part of the project group

Module: Project_group

Characteristics:

Links from:

Links to: project_group, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the project_group
project_group_idINTEGER NOT NULLYAssignment groupproject_group.id The id of the project group the user is in
user_idINTEGER NOT NULLYUseruser.id The id of the user
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_location - The table to describe a project location

Module: Project_location

Characteristics:

Links from: booking, pending_booking, project

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The location name
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is active
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
state_codeCHAR(2) NOT NULL    State code
country_codeCHAR(2) NOT NULL    Country code

top


Table: project_mutex - Holds the matrix of projects that are mutually exclusive to each other.

Module: Project

Characteristics:

Links from:

Links to: customer, project

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
project_idINTEGER NOT NULLYProjectproject.id The id of the project
customer_idINTEGER NOT NULLYClientcustomer.id The id of the customer
mutexINTEGER NOT NULLY   The id of the project that is mutually exclusive to this project
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_mutex_override - If a project mutual exclusion is overridden this holds table hows the override details

Module: Project

Characteristics:

Links from:

Links to: project_task_assign, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
project_task_assign_idINTEGER NOT NULLYTask assignmentproject_task_assign.id The id of the overridden assignment
user_idINTEGER NOT NULLYUseruser.id The id of the user who did the override
notesMEDIUMTEXT NOT NULL    Explaination of the override
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_pricing - Holds the information to generate project pricing

Module: Project_pricing

Characteristics:

Links from: project_pricing_split, project_pricing_approval, project_pricing_estimate

Links to: project, customer, rate_card

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
standard_rate_card_idINTEGER NOT NULLYRate cardrate_card.id Id of the standard rate card to use
discount_rate_card_idINTEGER NOT NULLYRate cardrate_card.id Id of the discount rate card to use
hours_fromCHAR(1) NOT NULL    Where are the revenue hours drawn from
'E'stimate by job code
'B'ookings
'T'ask assignments
cost_hours_fromCHAR(1) NOT NULL    Where are the cost hours drawn from, same options as hours_from
cost_hours_multiplierDECIMAL(12,2) NOT NULL    Multiply hours costs by this factor
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
other_gross_revenueDECIMAL(16,2) NOT NULL (Money)    Other gross revenue
investment_absorptionsDECIMAL(16,2) NOT NULL (Money)    Investment absorptions
investment_absorptions_percentDECIMAL(12,2) NOT NULL    Investment absorptions as a percent of gross
pass_throughDECIMAL(16,2) NOT NULL (Money)    Pass throughs
other_billable_costDECIMAL(16,2) NOT NULL (Money)    Other billable costs
non_billable_resourceDECIMAL(16,2) NOT NULL (Money)    Non-billable resource cost
non_billable_expensesDECIMAL(16,2) NOT NULL (Money)    Non-billable expenses
probabilityINTEGER NOT NULL    The percent chance of closing
staffing_approvedCHAR(1) NOT NULLY   Has staffing approved this
finance_approvedCHAR(1) NOT NULLY   Has finance approved this
actuals_for_prior_monthsCHAR(1) NOT NULL    Use the worked hours for prior months instead of the booked or assigned
use_target_marginCHAR(1) NOT NULL    Use the target margin to generate revenues
target_marginDECIMAL(12,2) NOT NULL    Target margin to hit
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_pricing_approval - Holds the approval status for a project_pricing scenario

Module: Project_pricing

Characteristics:

Links from:

Links to: project_pricing

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
project_pricing_idINTEGER NOT NULLYProject pricingproject_pricing.id The id of the associated project pricing scenario
nameCHAR(50) NOT NULL    The name of the approval
approvedCHAR(1) NOT NULLY   A "1/0" field indicating if the scenario was approved
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_pricing_estimate - Hold estimate information for project pricing

Module: Project_pricing

Characteristics:

Links from:

Links to: job_code, project_pricing

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
project_pricing_idINTEGER NOT NULLYProject pricingproject_pricing.id The id of the associated project pricing
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job code
user_numberDECIMAL(12,2) NOT NULL    Numer of resource needed
hours_per_userDECIMAL(12,2) NOT NULL    Hours per resource
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_pricing_split - Holds the information if we split project pricing over time

Module: Project_pricing

Characteristics:

Links from:

Links to: project_pricing_type, project_pricing

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
project_pricing_idINTEGER NOT NULLYProject pricingproject_pricing.id The id of the associated project pricing
project_pricing_type_idINTEGER NOT NULLY project_pricing_type.id The id of the associated project pricing type
typeCHAR(2) NOT NULLY   The type of the amount
GR = other_gross_revenue
IA = investment_absorptions
BC = other_billable_cost
BR = non_billable_resource
BE = non_billable_expense
PT = pass through
dateDATE NOT NULLY   The date of amount
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
amountDECIMAL(16,2) NOT NULL (Money)    The amount
percentDECIMAL(12,2) NOT NULL    The percent of gross amount. This is only used for IA
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created.
updatedTIMESTAMP    Time the record was last updated or modified.
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_pricing_type - Holds the type for splits on project pricing

Module: Project_pricing

Characteristics:

Links from: project_pricing_split

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   the name of the split type
typeCHAR(2) NOT NULLY   The type that it is associated with. See the project_pricing_split.type field
for the descriptions.
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is designated as an active type
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created.
updatedTIMESTAMP    Time the record was last updated or modified.
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_stage - Holds the various stages a project can be in. Index the enable attributes that could be used for mass filtering of projects

Module: Project_stage

Characteristics:

Links from: project

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the stage
positionINTEGER NOT NULLY   The position of the stage
default_stageCHAR(1) NOT NULL    A "1/0" field indicating if this should be the default stage for new projects
enable_dashboardCHAR(1) NOT NULLY  1Is the dashboard enabled at this stage
enable_phase_and_taskCHAR(1) NOT NULLY  1Are phases and tasks enabled at this stage
enable_project_assignmentsCHAR(1) NOT NULL   1Are project level assignments enabled at this stage
enable_teamCHAR(1) NOT NULL   1Is the team enabled at this stage
enable_issuesCHAR(1) NOT NULL    Are issues enabled at this stage
enable_utilizationCHAR(1) NOT NULL   1Is the utilization enabled at this stage
enable_pricingCHAR(1) NOT NULL    Is project pricing enabled at this stage. Off by default
enable_billingCHAR(1) NOT NULL   1Is the project billing tab enabled at this stage
enable_loaded_cost_calcCHAR(1) NOT NULL    Is the loaded cost calc tab enabled at this stage
enable_recognitionCHAR(1) NOT NULL   1Is the recognition tab enabled at this stage
enable_analysisCHAR(1) NOT NULLY  1Is financial analysis enabled at this stage
enable_booking_gridCHAR(1) NOT NULL    Is the booking grid enabled at this stage. Off by default
enable_task_gridCHAR(1) NOT NULL    Is the task grid enabled at this stage. Off by default
enable_overviewCHAR(1) NOT NULLY   Is project overview enabled at this stage. Off by default
enable_baselineCHAR(1) NOT NULL    Is project baselining enabled at this stage
enable_budgetCHAR(1) NOT NULL    Are budgets enabled at this stage
enable_project_budgetCHAR(1) NOT NULL    Are project budgets enabled at this stage
notifyCHAR(1) NOT NULL    A "1/0" field indicating whether to send email when projects transition to this stage
notify_on_newCHAR(1) NOT NULL    A "1/0" field indicating whether to send email when projects created with this stage
users_to_notifyMEDIUMTEXT NOT NULL    Users to notify on stage transitions. This will hold a list of user_ids, with the following special values
If -3 then send to the project owner
If -5 then send to the customer owner
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_task - The individual tasks (work packages) that comprise a project. If any other project_task lists this task as its parent, then we are a phase. If we are a phase, then the "is_a_phase" field is set to 1 and the start_date, planned_hours, and percent_complete fields do not apply because they are computed from the child tasks.

Module: ProjectTask

Characteristics:

Compound Indexes: c1=parent_id,deleted

Links from: revenue_recognition_rule, timer, slip, project_budget_itd_incurred_cost, issue, revenue_recognition_transaction, timesheet_row, booking, signoff, project_task_assign, pending_booking, project_task_split, request_item, baseline_by_day, schedule_request, project_task_baseline, estimate_markup, estimate_labor, revenue_recognition_rule_amount, project_billing_transaction, purchase_item, project_billing_rule, email_template, booking_request, entity_report, estimate_expense, loaded_cost, revenue_projection, schedule_request_item, booking_by_day, ticket, project_task, task, assign_by_day, project_budget_transaction, project_task_estimate, purchaserequest, slip_projection, project_budget_rule

Links to: cost_center, attachment, projecttask_type, project, project_task, category_5, category_1, customer, category_3, category_2, repeat, category, category_4

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique task id. Automatically assigned by the system.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id ID of the associated project
parent_idINTEGER NOT NULLYPhaseproject_task.id The task id of our immediate ancestor. If zero/null, this is a
project-level (top-level) task or phase.
ancestryVARCHAR(200) NOT NULLY   Colon-separated, ordered list of ancestors
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this task
cost_center_idINTEGER NOT NULLYCost centercost_center.id The id of the associated cost center
projecttask_type_idINTEGER NOT NULLYTask typeprojecttask_type.id The id of the associated projecttask_type. Not for phases.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
predecessorsVARCHAR(250) NOT NULL    Comma delimited list of task IDs which must complete before this task can start.
predecessors_lagMEDIUMTEXT NOT NULL    Comma delimited list of "task id:days" of lag time for predecessors. Only populated if there is a lag time
predecessors_typeMEDIUMTEXT NOT NULL    Comma delimted list of "task id:relationship type" for predecessors. Only populated if the relationship type is not finish-to_start
predecessors_usedMEDIUMTEXT NOT NULL    Comma delimited list of the predecessors that were to drive the critical path of the the task
is_a_phaseCHAR(1) NOT NULL    A "1/0" field indicating if any other project_tasks have us as a parent.
seqINTEGER NOT NULLY   The sequence number of this task
id_numberVARCHAR(20) NOT NULLY   User-defined task ID.
repeat_idINTEGER NOT NULLY repeat.id The id of the associated repeating event
nameVARCHAR(200) NOT NULL    Short description of this task
notesMEDIUMTEXT NOT NULL    Task notes
start_dateDATE NOT NULLYFixed start date  Optional scheduled starting date of this task. Overrides computed date.
fnlt_dateDATE NOT NULL    The finish no later than date of the the task. The task must be finished by this date
early_startDECIMAL(12,4) NOT NULL    The earliest this task can start, measured in days from project start.
This field is recalculated whenever any project dates, user assignments,
or user schedules are changed.
early_finishDECIMAL(12,4) NOT NULLY   The earliest this task can finish, measured in days from project start.
This field is recalculated whenever any project dates, user assignments,
or user schedules are changed.
planned_hoursDECIMAL(12,2) NOT NULL    Total number of hours the task is estimated to require. This is the total amount
of time the task should take if worked on continuously by one person with no
interruptions. A task with zero planned hours is also known as a milestone.
estimated_hoursDECIMAL(12,2) NOT NULL    If the use task estimating feature is turned on this field will have the estimated total
time the task will take to complete. If zero no estimating has happened so the estimate
is the same as the plan
planned_daysDECIMAL(12,3) NOT NULL    Total number of days this task currently requires. This field is recalculated
whenever any project dates, user assignments, or user schedules are changed.
completed_daysDECIMAL(12,3) NOT NULL    Number of days this task is currently complete through. This field is recalculated
whenever any project dates, user assignments, or user schedules are changed.
priorityCHAR(1) NOT NULLY   The priority of the task (1 - 9)
closedCHAR(1) NOT NULL    A "1/0" field indicating if this is "closed" task. Additional time can not be booked against closed task.
default_categoryINTEGER NOT NULL Service for timesheetscategory.id The category to assign to a timesheet entry assigned to this task; one of the features to get timesheet entry service from project_task must be enabled for this assignment to work.
An alternative feature, if enabled, would assign this default_category to the category for many transactions that have a category_id and project_task_id by searching the project_task and phase work breakdown structure for the first default_category defined.
default_category_1INTEGER NOT NULL Service 1 linecategory_1.id A feature, if enabled, would assign this default_category_1 to the category_1 for many transactions that have a category_1_id and project_task_id by searching the project_task and phase work breakdown structure for the first default_category_1 defined.
default_category_2INTEGER NOT NULL Service 2 linecategory_2.id A feature, if enabled, would assign this default_category_2 to the category_2 for many transactions that have a category_2_id and project_task_id by searching the project_task and phase work breakdown structure for the first default_category_2 defined.
default_category_3INTEGER NOT NULL Service 3 linecategory_3.id A feature, if enabled, would assign this default_category_3 to the category_3 for many transactions that have a category_3_id and project_task_id by searching the project_task and phase work breakdown structure for the first default_category_3 defined.
default_category_4INTEGER NOT NULL Service 4 linecategory_4.id A feature, if enabled, would assign this default_category_4 to the category_4 for many transactions that have a category_4_id and project_task_id by searching the project_task and phase work breakdown structure for the first default_category_4 defined.
default_category_5INTEGER NOT NULL Service 5 linecategory_5.id A feature, if enabled, would assign this default_category_5 to the category_5 for many transactions that have a category_5_id and project_task_id by searching the project_task and phase work breakdown structure for the first default_category_5 defined.
percent_completeCHAR(3) NOT NULL    This field is an estimate of the percentage of planned time which has
been completed. It has no relation to the actual time spent on a
task. (A 5-hour task could consume 50 hours of work but still be only
25% complete.)
use_project_assignmentCHAR(1) NOT NULL    Flag set to 1 if they are using the project level user assignment
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record, this should be the same as the project currency
task_budget_costDECIMAL(16,2) NOT NULL (Money) Projected cost  If task budgeting is enabled this is the total cost of the task
task_budget_revenueDECIMAL(16,2) NOT NULL (Money) Projected billings  If task budgeting is enabled this is the total projected billing for the task
manual_task_budgetCHAR(1) NOT NULL Projections over-ridden  If set to 1 then the task budget is manually entered rather than calculated by the system
non_billableCHAR(1) NOT NULL Non-billable  If set to 1 this is not billable. This is only applicable for project billing rules
ready_for_recognitionCHAR(1) NOT NULL Ready for recognition  Is this task ready for revenue recognition
all_can_assignCHAR(1) NOT NULLYAll users can log time  Is everyone able to assign time/expenses to this task
timetype_filterMEDIUMTEXT NOT NULL Time types allowed in time entry  A timetype filter. This will hold a list of the timetypes that are allowed to book time to this task
is_critical_pathCHAR(1) NOT NULL    A "1/0" field indicating if task is in the critical path
sign_off_requiredCHAR(1) NOT NULL    If we are using signers is a signoff required for this task
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
assignment_ccMEDIUMTEXT NOT NULL    Users to cc on assigment notifications. This will hold a list of user_ids, with the following special values
If -1 then cc the assignee's manager
If -2 then cc the assignee's manager's manager
If -3 then cc the project owner
If -5 then cc the customer owner
assignment_cc_emailsMEDIUMTEXT NOT NULL    Non-user email addresses to cc on assignment notifications.
classificationCHAR(1) NOT NULL    Calculated, read-only classification of the project task with the following values
- 'P'hase
- 'T'ask
- 'M'ilestone

top


Table: project_task_assign - The list of users assigned to each task.

Module: Project_task_assign

Characteristics:

Compound Indexes: c1=project_task_id,user_id,deleted

Links from: project_mutex_override

Links to: booking, project_assignment_profile, pending_booking, project_group, job_code, user, project_task

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
project_task_idINTEGER NOT NULLYTaskproject_task.id ID of the project_task to which this user is assigned
user_idINTEGER NOT NULLYUseruser.id The id of the user assigned to this task
project_group_idINTEGER NOT NULLYAssignment groupproject_group.id The id of the project group if the user was assigned as part of a project group
external_idVARCHAR(160) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job code
allocationVARCHAR(10) NOT NULL    The percentage of time the associated user is allocated to this task.
planned_hoursDECIMAL(12,2) NOT NULL    The hours for this user if the planned hours at the user level feature is enabled
group_hoursDECIMAL(12,2) NOT NULL    Total planned hours to be divided by project group users
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record - set to user.currency with task budgeting, otherwise set to project.currency
rateDECIMAL(16,2) NOT NULL (Money)    The hourly user rate. If task budgeting is used this is snapshotted from the user table
rule_rate_overrideDECIMAL(16,2) NOT NULL (Money)    Override the billing rule rate
rule_rate_override_currencyCHAR(3) NOT NULL (Currency)    Currency for the billing rule rate override
abd_recast_modeVARCHAR(12) NOT NULL    The mode (and allocation if applicable) used while recasting project task planned hours based on approved hours. The value is either empty, 'M' for move mode, or "P$;[value]" for allocation percentage change mode, where value is an integer or float. In the case of 'P', the mode is followed by Perl's record separator variable, $;, and then the previous allocation percentage from the "allocation" field (VARCHAR(10)). For example: "P$;75" or "P$;0.33333333"
project_assignment_profile_idINTEGER NOT NULLYProject assignment profileproject_assignment_profile.id The id of the associated project assignment profile.
pending_booking_idINTEGER NOT NULLY pending_booking.id The id of the associated pending booking.
booking_idINTEGER NOT NULLYBookingbooking.id The id of the associated booking.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
closed_for_timesheetCHAR(1) NOT NULL    A "1/0" field indicating if this is "closed" task for a specific user for timesheets.
closed_for_envelopeCHAR(1) NOT NULL    A "1/0" field indicating if this is "closed" task for a specific user for expenses.

top


Table: project_task_baseline - Holds the baseline for the project task entries

Module: Project_task_baseline

Characteristics:

Links from:

Links to: project, customer, project_baseline, project_task

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
project_baseline_idINTEGER NOT NULLYProject baselineproject_baseline.id The id of the associated baseline
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the associated project task
percent_completeDECIMAL(12,0) NOT NULL    Percent complete
start_dateDATE NOT NULL    The task start date
end_dateDATE NOT NULL    The task end date
planned_hoursDECIMAL(12,2) NOT NULL    The planned hours
planned_daysDECIMAL(12,3) NOT NULL    Planned days
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record, this should be the same as the project currency
task_budget_costDECIMAL(16,2) NOT NULL (Money)    If task budgeting is enabled this is the total cost of the task
task_budget_revenueDECIMAL(16,2) NOT NULL (Money)    If task budgeting is enabled this is the total projected billing for the task
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_task_estimate - Holds the user estimates for time remaining against project tasks. This is used to drive percent complete calculations against the project project

Module:

Characteristics:

Links from:

Links to: user, project_task, timesheet

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the associated project_task
user_idINTEGER NOT NULLYUseruser.id The id of the user who is assigned to the task
timesheet_idINTEGER NOT NULLYTimesheettimesheet.id The id of the associated timesheet if this was updated from the timesheet
hoursDECIMAL(12,2) NOT NULL    The number of hours estimated to be remaining
date_changedDATETIME NOT NULLY   The date and time the estimate was last changed
changed_byINTEGER NOT NULL    Id of the user who changed the estimate. It this does not have an id then the estimate
was automatically generated by the system
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_task_split - Holds the blackout periods for splits on a project task

Module: Project_task_split

Characteristics:

Links from:

Links to: project_task

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the associated project task
start_dateDATE NOT NULL    Start date of the split
end_dateDATE NOT NULL    End date of the split
reasonVARCHAR(250) NOT NULL    Reason for split
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: project_transfer - Holds transfers of labor and capital between projects

Module: Project_transfer

Characteristics:

Links from:

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
typeCHAR(1) NOT NULLY   The type of the transfer
'L'abor transfer
project_fromINTEGER NOT NULLY   The id of the project the user is being borrowed from.
project_toINTEGER NOT NULLY   The id of the project the user is being borrowed to.
user_idINTEGER NOT NULLYUseruser.id The id of the user that is being transferred
dateDATE NOT NULL    The date of the transfer
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
rateDECIMAL(16,2) NOT NULL (Money)    The hourly billing rate for the transfer
Dated by the date field
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: projecttask_type - A table to describe a project task type

Module: Projecttask_type

Characteristics:

Links from: project_task, task, revenue_projection, slip, assign_by_day, slip_projection, ticket, baseline_by_day

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The name of the projecttask_type
notesMEDIUMTEXT NOT NULL    Notes
suppress_notificationCHAR(1) NOT NULL    Suppress task notifications for this project task type
activeCHAR(1) NOT NULLY   a "1/0" field, specifying if the type is active
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: proposal - Proposals. This holds the main proposal record. It is a collection of ProposalBlocks along with header information.

Module: Proposal

Characteristics:

Links from: deal, proposal_block, approval

Links to: attachment, customer, user, contact

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
contact_idINTEGER NOT NULLYContactcontact.id The contact id for this proposal.
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this proposal
nameVARCHAR(200) NOT NULL    The name of the this proposal
numberCHAR(20) NOT NULLY   The proposal number
descriptionVARCHAR(200) NOT NULL    The description of this proposal
statusCHAR(1) NOT NULLY   The status of the proposal
'D' - Draft
'M' - Submitted
'P' - Approved
'Q' - Rejected
'S' - Sent
'V' - Viewed
'A' - Accepted
'R' - Refused
currencyCHAR(3) NOT NULL (Currency)    The currency of this proposal
currency_dateDATE NOT NULL    The date for currency conversions in this proposal
totalDECIMAL(16,2) NOT NULL (Money)    The total amount
Dated by the currency_date field
expiresDATE NOT NULLY   The date the proposal is valid until
created_byINTEGER NOT NULL    The id of the user who created this proposal
submittedDATETIME NOT NULLY   The date and time the proposal was submitted for approval
approvedDATETIME NOT NULLY   The date and time the proposal was approved
sentDATETIME NOT NULLY   The date and time the proposal was delivered to the client
viewedDATETIME NOT NULLY   The date and time the client first viewed the proposal
respondedDATETIME NOT NULLY   The date and time the client accepted or refused
responseMEDIUMTEXT NOT NULL    Client response notes
notesMEDIUMTEXT NOT NULL    Proposal notes
access_logMEDIUMTEXT NOT NULL    The mailing and access history of the proposal
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: proposal_block - Proposal Blocks. These are the blocks of text that a proposal is composed of. A block can either be free form text or it can be associated with a template, in which case the text of the proposal is updated when the template is updated.

Module: ProposalBlock

Characteristics:

Links from:

Links to: template, proposal, item, slip, product, category

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
proposal_idINTEGER NOT NULLYProposalproposal.id The id of the associated proposal
category_idINTEGER NOT NULLYServicecategory.id The id of the associated category.
item_idINTEGER NOT NULLYExpense itemitem.id The id of the associated item.
product_idINTEGER NOT NULLYProductproduct.id The id of the associated product.
template_idINTEGER NOT NULLYTemplatetemplate.id The id of the associated template
slip_idINTEGER NOT NULLYTimeBillslip.id The id of the associated slip if this block was billed to TB
seqINTEGER NOT NULLY   The sequence number of the block
typeCHAR(1) NOT NULLY   The type of the slip
'X' is a text only block
'T' is an hourly rate block
'E' is an expense block
'F' is a flat price block
'O' is an other type block
'P' is a product block
nameVARCHAR(200) NOT NULL    The name of the this proposal block
descriptionVARCHAR(200) NOT NULL    The description of this proposal
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
currency_dateDATE NOT NULL    The date for currency conversions
rateDECIMAL(16,2) NOT NULL (Money)    The hourly rate for a 'T' block
Dated by the currency_date field
hourDECIMAL(12,2) NOT NULL    The number of hours for a 'T' block
minuteDECIMAL(6,0) NOT NULL    The number of minutes for a 'T' block
costDECIMAL(17,3) NOT NULL (Money)    The cost per unit of measure (in the currency of the proposal) for an 'E' block
or the billing rate for an 'O' block or the fixed price for a 'F' block
Dated by the currency_date field
umCHAR(10) NOT NULL    The unit of measure for an 'E' block or the rate description for an 'O' block
quantityDECIMAL(12,2) NOT NULL    The quantity for an 'E' or an 'O' block
totalDECIMAL(16,2) NOT NULL (Money)    The total value of the block
Dated by the currency_date field
contentMEDIUMTEXT NOT NULL    The content of the template
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: proxy - Holds the data about user proxies

Module: Proxy

Characteristics:

Links from:

Links to: user, role

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id Id of the user who is doing the proxying
proxy_idINTEGER NOT NULLYUseruser.id The user id for whom you are proxying
ownCHAR(1) NOT NULLY   A "1/0" field indicating if the proxy was created by proxy_id using 'create own proxy' feature.
role_idINTEGER NOT NULLYRolerole.id Role to use while proxying for this user
expirationDATE NOT NULL    The date the proxy expires
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: purchase_item - A purchase item is a single entry in a purchaseorder. Purchaseorder is comprised of multiple purchase items

Module: Purchase_item

Characteristics:

Links from: tax_rate, fulfillment, request_item

Links to: attachment, purchaser, project, project_task, purchaserequest, manufacturer, customer, user, product, request_item, purchaseorder, vendor

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The purchase name
non_poCHAR(1) NOT NULL    A "1/0" field indicating that this purchase item was created
without a purchase order
product_idINTEGER NOT NULLYProductproduct.id The id of the associated product
request_item_idINTEGER NOT NULLYRequest itemrequest_item.id The id of the associated request_item
vendor_idINTEGER NOT NULLYVendorvendor.id The id of the associated vendor
vendor_quote_numberVARCHAR(200) NOT NULL    The vendor's quote number.
vendor_skuVARCHAR(200) NOT NULL    The vendor's sku for this product.
allow_vendor_substitutionCHAR(1) NOT NULL    A "1/0" field indicating whether the vendor may be substituted
manufacturer_idINTEGER NOT NULLYManufacturermanufacturer.id The id of the associated manufacturer
manufacturer_partVARCHAR(200) NOT NULL    The manufacturer's part number, SKU or other unique identification for this product.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the associated project task
user_idINTEGER NOT NULLYUseruser.id The id of the requester.
purchaser_idINTEGER NOT NULLYPurchaserpurchaser.id The id of the purchaser or purchasing agent. This is always the same as the purchaseorder creator (purchaser_id).
purchaseorder_idINTEGER NOT NULLYPurchase orderpurchaseorder.id The id of the associated purchaseorder
purchaserequest_idINTEGER NOT NULLYPurchase requestpurchaserequest.id The id of the associated purchaserequest
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
standard_cost_unusedDECIMAL(17,3) NOT NULL (Money)    This field is no longer used and can be removed after 2002-05-01
Dated by the date field
costDECIMAL(17,3) NOT NULL (Money)    The cost per unit of measure at which the product is ordered (in the currency of the purchase order)
3 decimal places to handle stuff like mileage at 32.5 cents
Dated by the date field
approved_costDECIMAL(17,3) NOT NULL (Money)    A snap-shot of the approved cost from the request_item (in the currency of the purchase order)
3 decimal places to handle stuff like mileage at 32.5 cents
Dated by the date field
umCHAR(10) NOT NULL    The unit of measure for the product i.e "EA"
quantityDECIMAL(12,2) NOT NULL    The quantity of product_id for this purchases
date_fulfilledDATE NOT NULL    The date on which all of the quantity was fulfilled.
quantity_fulfilledDECIMAL(12,2) NOT NULL    The quantity that has been fulfilled.
quantity_payableDECIMAL(12,2) NOT NULL    The quantity that is payable.
totalDECIMAL(16,2) NOT NULL (Money)    The total value of the purchase (in the currency of the purchase order)
Dated by the date field
notesMEDIUMTEXT NOT NULL    Notes field
dateDATE NOT NULLY   The date of the purchase_item. The same as the purchaseorder date.
acct_dateDATE NOT NULLY   The accounting period date of the purchase_item
order_reference_numberINTEGER NOT NULLY   Unique reference number within purchase order.
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this purchase_item
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: purchaseorder - The purchaseorder table. This is essentially the purchase order header table the table for purchase_items holds the line item detail.

Module: Purchaseorder

Characteristics:

Links from: fulfillment, approval, request_item, purchase_item

Links to: attachment, receiving, carrier, fob_location, accounts_payable, user, vendor, shipping_terms

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique purchaseorder id. Automatically assigned by the system.
numberINTEGER NOT NULLY   The purchase order number that increments by 1
prefixVARCHAR(10) NOT NULL    A static alphanumeric purchase order number prefix.
nameVARCHAR(200) NOT NULL    The name of the purchase order (Prefix + number)
descriptionVARCHAR(200) NOT NULL    The description or purpose for the purchaseorder
accounts_payable_idINTEGER NOT NULLYAccounts payable locationaccounts_payable.id The accounts payable location for this purchaseorder
receiving_idINTEGER NOT NULLYReceiving locationreceiving.id The receiving location for this purchaseorder
dateDATE NOT NULLY   The date of the purchase order
acct_dateDATE NOT NULLY   The accounting period date of the purchaseorder
date_requiredDATE NOT NULLY   The date the purchase items on this purchase order are required
date_submittedDATE NOT NULL    The date the purchaseorder was submitted
date_approvedDATE NOT NULLY   The date the purchaseorder was approved
approval_statusCHAR(1) NOT NULL    The approval status of the purchase request
'O'pen
'P'ending approval
'A'pproved
'R'ejected
date_order_placedDATE NOT NULLY   The date the purchaseorder was placed with the vendor
date_shippedDATE NOT NULLY   The date the materials were shipped if known.
date_expectedDATE NOT NULLY   The date the materials are expected if known.
date_fulfilledDATE NOT NULLY   The date on which all of the total quantity was fulfilled.
user_idINTEGER NOT NULLYUseruser.id The id of the user creating the purchase order. The purchasing agent.
vendor_idINTEGER NOT NULLYVendorvendor.id The id of the associated vendor that the purchase order is for
carrier_idINTEGER NOT NULLYCarriercarrier.id The carrier to be used for shipping. Ship Via.
fob_location_idINTEGER NOT NULLYF.O.B. locationfob_location.id The F.O.B. location_id.
termsVARCHAR(200) NOT NULL    Payment terms for this purchase order
ship_complete_onlyCHAR(1) NOT NULL    A "1/0" field indicating that full order must ship together
shipping_terms_idINTEGER NOT NULLYShipping termsshipping_terms.id The id of the associated shipping payment terms, indicating how the
shipping costs will be charged.
currencyCHAR(3) NOT NULL (Currency)    The currency this purchase order is in
shipping_costDECIMAL(16,2) NOT NULL (Money)    The cost of shipping, if known.
Dated by the date field
notesMEDIUMTEXT NOT NULL    Notes to print on the purchase order
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this purchase order
total_purchase_itemsDECIMAL(12,2) NOT NULL    The total number of purchase items in the purchase order
purchase_items_fulfilledDECIMAL(12,2) NOT NULL    The total number of fulfilled purchase_items in the purchase order
total_quantityDECIMAL(12,2) NOT NULL    The total quantity of all the purchase items in this purchase order
quantity_fulfilledDECIMAL(12,2) NOT NULL    The quantity fulfilled on all the purchase items in this purchase order
totalDECIMAL(16,2) NOT NULL (Money)    The purchase order total cost
Dated by the date field
taxDECIMAL(16,2) NOT NULL (Money)    The tax total for the purchase order
Dated by the date field
tax_federalDECIMAL(16,2) NOT NULL (Money)    The federal tax total for the purchase order
Dated by the date field
tax_stateDECIMAL(16,2) NOT NULL (Money)    The state tax total for the purchase order
Dated by the date field
tax_gstDECIMAL(16,2) NOT NULL (Money)    The GST tax for purchase order
Dated by the date field
tax_pstDECIMAL(16,2) NOT NULL (Money)    The PST tax for purchase order
Dated by the date field
tax_hstDECIMAL(16,2) NOT NULL (Money)    The HST tax for purchase order
Dated by the date field
auto_track_payable_with_fulfilledCHAR(1) NOT NULLY   A "1/0" field indicating that payability of quantities of items on
this purchase order track automatically and directly with the
fulfillment of those items.
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: purchaser - The purchaser table. A user who creates purchase orders must entered in this table. Role-based privileges are also required.

Module: Purchaser

Characteristics:

Links from: purchase_item

Links to: carrier, accounts_payable, user, receiving

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique purchaser id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The name of the purchaser
accounts_payable_idINTEGER NOT NULLYAccounts payable locationaccounts_payable.id The default accounts payable location for this purchaser
receiving_idINTEGER NOT NULLYReceiving locationreceiving.id The default receiving location for this purchaser
user_idINTEGER NOT NULLYUseruser.id The id of the associated user.
carrier_idINTEGER NOT NULLYCarriercarrier.id The default carrier to be used for shipping. Ship Via.
ship_complete_onlyCHAR(1) NOT NULLY   The default for the "1/0" field indicating that full order must ship together
notesMEDIUMTEXT NOT NULL    Notes for the purchaser
activeCHAR(1) NOT NULLY   A "1/0" field indicating where this is designated as an active receiving location "1/0".
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: purchaserequest - The purchaserequest table. This is essentially the purchase request header table as the table for request_items holds the line item detail.

Module: Purchaserequest

Characteristics:

Links from: fulfillment, approval, request_item, purchase_item

Links to: attachment, project, customer, project_task, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique purchaserequest id. Automatically assigned by the system.
numberINTEGER NOT NULLY   The purchase request number that increments by 1
prefixVARCHAR(10) NOT NULL    A static alphanumeric purchase request number prefix.
nameVARCHAR(200) NOT NULL    The name of the purchaserequest (Prefix + number)
descriptionVARCHAR(200) NOT NULL    The description or purpose for the purchaserequest
dateDATE NOT NULLY   The date of the purchase request
date_requiredDATE NOT NULLY   The date the material on this purchase request is required
date_submittedDATE NOT NULL    The date the purchaserequest was submitted
date_approvedDATE NOT NULL    The date the purchaserequest was approved
user_idINTEGER NOT NULLYUseruser.id The id of the associated user creating the purchase request. The requester.
approval_statusCHAR(1) NOT NULL    The approval status of the purchase request
'O'pen
'P'ending approval
'A'pproved
'R'ejected
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer that the material on this purchase request is for
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project that the material on this purchase request is for
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the associated project task that the material on this purchase request is for
notesMEDIUMTEXT NOT NULL    Notes for the purchase request
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this purchase request
total_quantityDECIMAL(12,2) NOT NULL    The total quantity of all the request items in this purchase request
quantity_fulfilledDECIMAL(12,2) NOT NULL    The quantity fulfilled on all the request items in this purchase request
date_fulfilledDATE NOT NULLY   The date on which all of the total quantity was fulfilled.
total_request_itemsDECIMAL(12,2) NOT NULL    The total number of request items in the purchase request
request_items_fulfilledDECIMAL(12,2) NOT NULL    The total number of fulfilled request items in the purchase request
ordered_request_itemsDECIMAL(12,2) NOT NULL    The total number of request items on the purchase request which are part of a purchase order
currencyCHAR(3) NOT NULL (Currency)    The currency of the "total" field
totalDECIMAL(16,2) NOT NULL (Money)    The purchase request total cost
Dated by the date field
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: queue - XML Queue for partner API operations

Module:

Characteristics:

Links from:

Links to: alert, item

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
controlidCHAR(12) NOT NULLY   Unique id for each request.
First 2 characters are reserved for version info.
Usually looks like "VV1234567890".
partnerVARCHAR(25) NOT NULL    Partner name. Used to determine object to do response validation.
alert_idINTEGER NOT NULLY alert.id ID of the associated alert.
urlVARCHAR(200) NOT NULL    URL of partner API gateway.
auth_nameVARCHAR(20) NOT NULL    Username for password protected URLs.
auth_passVARCHAR(20) NOT NULL    Password for password protected URLs.
content_typeVARCHAR(50) NOT NULL    Content type for HTTP header.
Usually 'application/x-www-form-urlencoded'.
methodVARCHAR(4) NOT NULL    HTTP method for sending request.
Valid types are 'POST' and 'PUT'.
typeVARCHAR(10) NOT NULLY   The item type being sent: 'invoice' or 'expense'.
item_idINTEGER NOT NULLYExpense itemitem.id The internal id of the item being sent.
requestMEDIUMTEXT NOT NULL    XML request to be sent.
responseMEDIUMTEXT NOT NULL    XML response from the gateway.
statusCHAR(1) NOT NULLY   Status of this request. Values are:
Q - Request is 'Q'ueued
R - 'R'equeued - an error occured trying to request
S - Request was sent and 'S'uccessfully processed
E - Request was successfully sent but contained an 'E'rror
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified

top


Table: rate_card - Rate cards are use to map job codes to hourly rates

Module: Rate_card

Characteristics:

Links from: rate_card_item, project_billing_rule, job_code_rate_by_task, project, project_pricing

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the rate card
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is an active rate card
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: rate_card_item - Holds the mapping rows for a rate card

Module: Rate_card

Characteristics:

Links from:

Links to: job_code, rate_card

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
rate_card_idINTEGER NOT NULLYRate cardrate_card.id The id of the rate card that it is associated with
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job code
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
rateDECIMAL(17,3) NOT NULL (Money)    The hourly billing rate, stored with extra precision for use in Daily rate scenarios.
daily_rateDECIMAL(16,2) NOT NULL (Money)    The daily billing rate
startDATE NOT NULLY   Start date of the rate for historical records
endDATE NOT NULLY   End date of the rate for historical records
currentCHAR(1) NOT NULLY   A "1/0" field indicating if this is the current rate
is_dailyCHAR(1) NOT NULL    A "1/0" field indicating whether this is a daily rate
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: receiving - The receiving information.

Module: Receiving

Characteristics:

Links from: purchaser, purchaseorder

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique receiving_id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The receiving name. This shows up on all the receiving popups in the application.
attentionVARCHAR(50) NOT NULL    Deliveries received attention to.
address1VARCHAR(50) NOT NULL    Address line one
address2VARCHAR(50) NOT NULL    Address line two
address3VARCHAR(50) NOT NULL    Address line three
address4VARCHAR(50) NOT NULL    Address line four
cityVARCHAR(50) NOT NULL    City
stateVARCHAR(25) NOT NULL    State/province
zipVARCHAR(15) NOT NULL    ZIP/postal code
countryVARCHAR(30) NOT NULL    Country
webVARCHAR(255) NOT NULL    Web address
emailVARCHAR(255) NOT NULL    Email address
phoneVARCHAR(30) NOT NULL    Phone number
faxVARCHAR(30) NOT NULL    Fax number
notesMEDIUMTEXT NOT NULL    Receiving location notes.
activeCHAR(1) NOT NULLY   A "1/0" field indicating where this is designated as an active receiving location "1/0".
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: registry_entry - This table holds entries registered to a registry

Module: Registry_entry

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
registry_entry_typeCHAR(30) NOT NULLY   The table of the value that is being used
'custom_detail'
'extended_field'
'cust_field'
registry_entry_record_idINTEGER NOT NULLY   The id of the record in the registry_entry_type table
registry_typeCHAR(30) NOT NULLY   The table that is using the registered entry
'report',
registry_record_idINTEGER NOT NULLY   The id of the record in the registry_type table
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: reimbursement - The reimbursements table in the TE applications. Reimbursements are applied to envelopes

Module:

Characteristics:

Links from:

Links to: user, envelope

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
envelope_idINTEGER NOT NULLYEnvelopeenvelope.id The associated envelope the reimbursement is applied to
user_idINTEGER NOT NULLYUseruser.id The user associated with the envelope the reimbursement is applied to
dateDATE NOT NULLY   The date of the reimbursement
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
totalDECIMAL(16,2) NOT NULL (Money)    The reimbursement total
Dated by the date field
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
notesMEDIUMTEXT NOT NULL    Reimbursement description/notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: repeat - This table holds the repeating event information

Module: Repeat

Characteristics:

Links from: revenue_recognition_rule, project_task, deal_booking_request, revenue_projection, slip, booking, project_billing_rule, slip_projection, pending_booking, ticket, booking_request

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
frequencyCHAR(1) NOT NULL    The repeating interval of the event.
'D'aily
'W'eekly
'M'onthly
'Y'early
everyINTEGER NOT NULL    The spacing between each repeating event
endDATE NOT NULL    End date of the event
occur_numberINTEGER NOT NULL    Number of occurrences
how_endCHAR(1) NOT NULL    How does this event end
'D'ate
'O'ccurrence
exclude_dowCHAR(13) NOT NULL    When frequency is in days which days of the week (e.g. Mon, Tue, etc) to exclude. This is a comma delimited list with 0 being Mon.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: report - Holds saved report definitions and settings.

Module: Report

Characteristics:

Links from: entity_report, report_run_history, shared_report

Links to: filter_set, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id ID of the user who created the report. This is 0 for standard reports.
nameVARCHAR(200) NOT NULLY   The name of the report
classVARCHAR(200) NOT NULLY   The class of the report
context_nameVARCHAR(200) NOT NULLY   The context name of the report.
typeCHAR(1) NOT NULLY   The type of report
'S' for saved reports
'T' for s'T'andard reports.
appCHAR(6) NOT NULLY   'tb' for invoices
'ta' for timesheets
'te' for expenses
'km' for workspaces
'pb' for proposals
'po' for purchases
'pm' for projects
'rm' for resources
'global' for account-wide
setting_md5CHAR(22) NOT NULLY   An base64 encoded md5 hash of the setting value for quick reference
project_contextCHAR(1) NOT NULLY   A "1/0" field indicating that this report can be used in situations where a project context exists
project_task_contextCHAR(1) NOT NULLY   A "1/0" field indicating that this report can be used in situations where a project_task context exists
thin_client_contextCHAR(1) NOT NULLY   A "1/0" field indicating that this report can be requested via thin clients.
filter_set_idINTEGER NOT NULLY filter_set.id The ID of the filter_set to be used for report execution.
date_createdDATETIME NOT NULL    The date and time the report was created. This may or may not be the same as the created column, e.g. reports created before 2006-03-11 and reports copied from other accounts will have different values
date_last_savedDATETIME NOT NULL    The last date and time the report was saved
date_last_runDATETIME NOT NULL    The last date and time the report was run
run_countINTEGER NOT NULL    Number of times this report has been run (accurate only for reports created after 2006-03-11)
globalCHAR(1) NOT NULLY   A "1/0" field indiciating if this is a global report (available to all users)
converted_to_nruiCHAR(1) NOT NULLY   A "1/0" field indicating if this report has been converted to the new reporting UI
createdDATETIME NOT NULL    Time the record was created
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
publish_permissionsCHAR(1) NOT NULLY   Permissions used for shared users of this report in OData service
'N' Not published for shared users
'O' Published for shared users with Owner's permissions
'R' Published for shared users with Recipient's permissions
null Owner didn't publish yet, nor set it for shared users
settingMEDIUMTEXT NOT NULL    The report data is stored in this field
updatedTIMESTAMPY   Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: report_cache - Table to hold cache for Planned vs. Actual report in project budget

Module:

Characteristics:

Links from:

Links to: project, customer

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system
customer_idINTEGER NOT NULLYClientcustomer.id The ID of the associated customer
project_idINTEGER NOT NULLYProjectproject.id Id of the associated project
cacheMEDIUMTEXT NOT NULL    Reporting cache is stored in this field
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: report_run_history - Tracks report run details.

Module: Report_run_history

Characteristics:

Links from: report_run_history_status

Links to: report, filter_set, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the report
classVARCHAR(200) NOT NULLY   The class of the report
context_nameVARCHAR(200) NOT NULLY   The context name of the report.
typeCHAR(1) NOT NULLY   The type of report
'S' for saved reports
'T' for s'T'andard reports.
appCHAR(6) NOT NULLY   'tb' for invoices
'ta' for timesheets
'te' for expenses
'km' for workspaces
'pb' for proposals
'po' for purchases
'pm' for projects
'rm' for resources
'global' for account-wide
setting_md5CHAR(22) NOT NULLY   An base64 encoded md5 hash of the setting value for quick reference
project_contextCHAR(1) NOT NULLY   A "1/0" field indicating that this report can be used in situations where a project context exists
project_task_contextCHAR(1) NOT NULLY   A "1/0" field indicating that this report can be used in situations where a project_task context exists
thin_client_contextCHAR(1) NOT NULLY   A "1/0" field indicating that this report can be requested via thin clients.
filter_set_idINTEGER NOT NULLY filter_set.id The ID of the filter_set to be used for report execution.
date_createdDATETIME NOT NULL    The date and time the report was created. This may or may not be the same as the created column, e.g. reports created before 2006-03-11 and reports copied from other accounts will have different values
date_last_savedDATETIME NOT NULL    The last date and time the report was saved
date_last_runDATETIME NOT NULL    The last date and time the report was run
run_countINTEGER NOT NULL    Number of times this report has been run (accurate only for reports created after 2006-03-11)
globalCHAR(1) NOT NULLY   A "1/0" field indiciating if this is a global report (available to all users)
converted_to_nruiCHAR(1) NOT NULLY   A "1/0" field indicating if this report has been converted to the new reporting UI
createdDATETIME NOT NULL    Time the record was created
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
publish_permissionsCHAR(1) NOT NULLY   Permissions used for shared users of this report in OData service
'N' Not published for shared users
'O' Published for shared users with Owner's permissions
'R' Published for shared users with Recipient's permissions
null Owner didn't publish yet, nor set it for shared users
user_idINTEGER NOT NULLYUseruser.id ID of the user who created the report. This is 0 for standard reports.
guidVARCHAR(32) NOT NULLY   GUID of the running process
uidVARCHAR(32) NOT NULLY   UID of the running process
report_idINTEGER NOT NULLYReportreport.id ID of the report represented by the process
modeCHAR(1) NOT NULLY   The type of the report
'F' foreground report launched by user
'B' background report launched by user
'T' scheduled report
'C' dashboard chart
start_timeDATETIME NOT NULL    When was the report started

top


Table: report_run_history_status - Tracks report run detail completion status.

Module: Report_run_history_status

Characteristics:

Links from:

Links to: report_run_history

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
report_run_history_idINTEGER NOT NULLY report_run_history.id ID of the related report_run_history event
end_timeDATETIME NOT NULL    When the report stopped running
statusCHAR(1) NOT NULLY   The status of the process
'S' stopped
'F' failed
'C' completed
'T' timed out
Note: running report is implied by existence of report_run_history entry with no related report_run_history_status record
last_interaction_byINTEGER NOT NULL    ID of the last user who stopped the report request if it differed from user who started the report.
createdDATETIME NOT NULL    Time the record was created
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted

top


Table: request_item - A request_item is a single entry in a purchaserequest. Purchaserequest is comprised of multiple request_items

Module: Request_item

Characteristics:

Links from: fulfillment, purchase_item

Links to: attachment, project, project_task, purchase_item, purchaserequest, manufacturer, customer, user, product, purchaseorder, vendor

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The request item name
product_idINTEGER NOT NULLYProductproduct.id The id of the associated product
vendor_idINTEGER NOT NULLYVendorvendor.id The id of the associated vendor
vendor_quote_numberVARCHAR(200) NOT NULL    The vendor's quote number.
vendor_skuVARCHAR(200) NOT NULL    The vendor's sku for this product.
allow_vendor_substitutionCHAR(1) NOT NULL    A "1/0" field indicating whether the vendor may be substituted
manufacturer_idINTEGER NOT NULLYManufacturermanufacturer.id The id of the associated manufacturer
manufacturer_partVARCHAR(200) NOT NULL    The manufacturer's part number, SKU or other unique identification for this product.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer. This is always the same as the purchaserequest customer_id.
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project. Tis is always the same as the purchaserequest project_id.
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the associated project task. This is always the same as the purchaserequest project_task_id.
user_idINTEGER NOT NULLYUseruser.id The id of the requester. This is always the same as the purchaserequest requester (user_id).
purchaserequest_idINTEGER NOT NULLYPurchase requestpurchaserequest.id The id of the associated purchaserequest
purchase_item_idINTEGER NOT NULLYPurchase itempurchase_item.id The id of the associated purchase_item
purchaseorder_idINTEGER NOT NULLYPurchase orderpurchaseorder.id Id of the associated purchaseorder
currencyCHAR(3) NOT NULL (Currency)    The currency used for this request item
standard_cost_unusedDECIMAL(17,3) NOT NULL (Money)    This field is no longer used and can be removed after 2002-05-01
Dated by the date field
costDECIMAL(17,3) NOT NULL (Money)    The cost per unit of measure at which the product is being requested.
3 decimal places to handle stuff like mileage at 32.5 cents
Dated by the date field
umCHAR(10) NOT NULL    The unit of measure for the product i.e "EA"
quantityDECIMAL(12,2) NOT NULL    The quantity of product_id for this request item
totalDECIMAL(16,2) NOT NULL (Money)    The total value of the request item
Dated by the date field
notesMEDIUMTEXT NOT NULL    Notes field
dateDATE NOT NULLY   The date of the request_item. The same as the purchaserequest date.
request_reference_numberINTEGER NOT NULLY   Unique reference number within purchase request.
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this request_item
date_fulfilledDATE NOT NULLY   The date on which all of the quantity was fulfilled.
quantity_fulfilledDECIMAL(12,2) NOT NULL    The quantity that has been fulfilled.
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: resource_attachment - The resource attachments table for resource profile consolidated. This table holds information about CV, certificates or other type of documents.

Module: Resource_attachment

Characteristics:

Links from:

Links to: attachment, user, resourceprofile_type

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id The id of the user to whom this attachment belongs
attachment_idINTEGER NOT NULLYDocument/folderattachment.id The attachment record associated with this document
typeCHAR(20) NOT NULLY   The document type. One of the following: CV, certificate, other
resourceprofile_type_idINTEGER NOT NULLYProfile typeresourceprofile_type.id Id of the resourceprofile_type. Applicable on certificates or other types of attachments
latest_attachment_idINTEGER NOT NULLY   Id of the latest attachment from the attachment table
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: resource_request - A resource_request is a collection of resource_requestqueues in the RM application. A resource_request has the the same relationship to a resource_request_queue as an envelope has to a ticket

Module: Resource_request

Characteristics:

Links from: resource_request_queue

Links to: attachment, project, customer, user, booking_type

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
numberCHAR(20) NOT NULLY   The resource_request tracking number
nameVARCHAR(200) NOT NULL    The name of the resource_request
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
owner_idINTEGER NOT NULLYUseruser.id The id of the associated user creating the resource request
date_start_expectedDATE NOT NULLY   The expected starting date of the resource_request
date_startDATE NOT NULLY   The starting date of the resource_request
date_endDATE NOT NULLY   The ending date of the resource_request
date_finalizedDATE NOT NULLY   The date the resource_request was finialzed and marked ready for booking
statusCHAR(1) NOT NULLY   The status of the resource_request
'O' - Open
'P' - Partial
'S' - Complete
'C' - Canceled
'H' - On Hold
percent_fulfilledCHAR(3) NOT NULL    Percent fulfilled for the resource request
booking_type_idINTEGER NOT NULL Booking typebooking_type.id The booking type of bookings created for this resource request
notesMEDIUMTEXT NOT NULL    Notes field
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this agreement

top


Table: resource_request_queue - A resource_request_queue is a container of bookings and pending boookings in the RM application, that defines some of the search criteria used to create those bookings.

Module: Resource_request_queue

Characteristics:

Links from: booking, resourcesearch, pending_booking

Links to: attachment, resourcesearch, resource_request, project, customer, user, booking_type

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The name of the resource_request_queue
slotsINTEGER NOT NULL    The number of slots available in this queue
resource_request_idINTEGER NOT NULLYResource requestresource_request.id The id of the associated resource_request
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
resourcesearch_idINTEGER NOT NULLY resourcesearch.id The id of the associated base resourcesearch
date_startDATE NOT NULLY   The starting date of the resource_request_queue
date_endDATE NOT NULLY   The ending date of the resource_request_queue
statusCHAR(1) NOT NULLY   The status of the resource_request_queue
'O' - Open
'P' - Partial
'S' - Complete
'C' - Canceled
'H' - On Hold
percent_fulfilledCHAR(3) NOT NULL    Percent fulfilled for the resource request queue
notesMEDIUMTEXT NOT NULL    Notes field
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this agreement
numberCHAR(20) NOT NULLY   The resource_request_queue tracking number
rm_approver_1INTEGER NOT NULL Approver 1user.id The user_id of the booking approver 1 that is copied into the created bookings
rm_approver_2INTEGER NOT NULL Approver 2user.id The user_id of the booking approver 2 that is copied into the created bookings
rm_approver_3INTEGER NOT NULL Approver 3user.id The user_id of the booking approver 3 that is copied into the created bookings
booking_type_idINTEGER NOT NULL Booking typebooking_type.id The booking type of bookings created for this resource request queue

top


Table: resourceprofile - Items making up a resource profile.

Module: Resourceprofile

Characteristics:

Links from: resourceprofile_approval_line

Links to: attribute, user, resourceprofile_type

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique generic_resourceprofile id. Automatically assigned by
the system.
nameCHAR(1) NOT NULL    The generic_resourceprofile name. Stub.
typeCHAR(20) NOT NULLY   The generic_resourceprofile type. The "entity" on which this
generic_resourceprofile is based.
Skill
Education
Location
Jobrole
Industry
Customprofile_1..35
resourceprofile_type_idINTEGER NOT NULLYProfile typeresourceprofile_type.id Id of the resourceprofile_type
attribute_idINTEGER NOT NULLYAttributeattribute.id Id of the optional generic_resourceprofile attribute
commentMEDIUMTEXT NOT NULL    Additional comment describing this generic_resourceprofile
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
user_idINTEGER NOT NULLYUseruser.id Id of the user for which this resourceprofile describes.

top


Table: resourceprofile_approval - Envelope for resource profile approvals.

Module: Resourceprofile_approval

Characteristics:

Links from: approval, resourceprofile_approval_line

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique resourceprofile_approval_id. Automatically assigned by the system.
date_submittedDATE NOT NULL    The date the resource profile was submitted.
date_approvedDATE NOT NULL    The date the resource profile was approved.
approval_statusCHAR(1) NOT NULLY  OThe approval status of the resource profile approval
'O' - Open
'S' - Submitted
'A' - Approved
'R' - Rejected
user_idINTEGER NOT NULLYUseruser.id Id of the user submitting the approval.
resource_idINTEGER NOT NULLY   Id of the resource for whom we are submitting the approval.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created.
updatedTIMESTAMP    Time the record was last updated or modified.
auditMEDIUMTEXT NOT NULL    Audit trail of changes.

top


Table: resourceprofile_approval_line - Resource profile approval lines.

Module: Resourceprofile_approval_line

Characteristics:

This table mirrors the resourceprofile table. It has the following extra fields:

Links from:

Links to: attribute, resourceprofile, resourceprofile_approval, user, resourceprofile_type

Fields
NameTypeIndexLabelLinkDefaultDescription
resourceprofile_approval_idINTEGER NOT NULLYProfile approvalresourceprofile_approval.id Id of the resourceprofile_approval.
resourceprofile_idINTEGER NOT NULLYProfileresourceprofile.id Id of the resourceprofile.
actionCHAR(1) NOT NULL    Approval action:
'A'dd
'M'odify
'D'elete
approval_statusCHAR(1) NOT NULLY  SThe approval status of the resource profile approval line
'S' - Submitted
'A' - Approved
'R' - Rejected

top


Table: resourceprofile_type - The table to describe a resourceprofile_type.

Module: Resourceprofile_type

Characteristics:

Links from: assignment_profile, resourceprofile, resourceprofile_approval_line, resource_attachment, attribute_description, resourceprofile_type

Links to: attribute_set, resourceprofile_type

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The resourceprofile_type name. This shows up on all the resourceprofile_type popups in the application.
descriptionMEDIUMTEXT NOT NULL    The resourceprofile_type description.
typeCHAR(20) NOT NULLY   The resourceprofile type. The "entity" on which this
resourceprofile is based.
Skill
Education
Location
Jobrole
Industry
Customprofile_1..35
related_tableVARCHAR(200) NOT NULLY   The name of the table related with this table.
related_idINTEGER NOT NULLYProfile typeresourceprofile_type.id The id of the related item in the related table.
attribute_set_idINTEGER NOT NULLYAttribute setattribute_set.id The id of the attribute set.
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is active
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: resourcesearch - Named resource search.

Module: Resourcesearch

Characteristics:

Links from: resource_request_queue

Links to: resource_request_queue, hierarchy

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique resourcesearch id. Automatically assigned by
the system.
nameVARCHAR(200) NOT NULL    The resourcesearch name.
descriptionMEDIUMTEXT NOT NULL    Additional text describing this search.
skillMEDIUMTEXT NOT NULL    Comma delimited list of skills that make up this search.
Each element is the id followed by an optional
attribute id, separated by a colon (:).
industryMEDIUMTEXT NOT NULL    Comma delimited list of industries that make up this search.
Each element is the id followed by an optional
attribute id, separated by a colon (:).
jobroleMEDIUMTEXT NOT NULL    Comma delimited list of jobroles that make up this search.
Each element is the id followed by an optional
attribute id, separated by a colon (:).
locationMEDIUMTEXT NOT NULL    Comma delimited list of locations that make up this search.
Each element is the id followed by an optional
attribute id, separated by a colon (:).
educationMEDIUMTEXT NOT NULL    Comma delimited list of educations that make up this search.
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_1MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_1 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_2MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_2 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_3MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_3 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_4MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_4 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_5MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_5 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_6MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_6 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_7MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_7 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_8MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_8 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_9MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_9 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_10MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_10 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_11MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_11 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_12MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_12 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_13MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_13 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_14MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_14 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_15MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_15 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_16MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_16 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_17MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_17 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_18MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_18 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_19MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_19 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_20MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_20 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_21MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_21 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_22MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_22 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_23MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_23 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_24MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_24 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_25MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_25 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_26MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_26 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_27MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_27 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_28MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_28 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_29MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_29 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_30MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_30 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_31MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_31 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_32MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_32 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_33MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_33 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_34MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_34 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
customprofile_35MEDIUMTEXT NOT NULL    Comma delimited list of customprofile_35 that make up this search
Each element is the id followed by an optional
attribute id, separated by a colon (:).
advanced_optionsMEDIUMTEXT NOT NULL    JSON object detailing advanced search options (i.e. Required, Preferred, Excluding)
Used for post-processing search results for ranking purposes.
user_layoutMEDIUMTEXT NOT NULL    Comma delimited list of user detail option fields that describe the search result layout
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
availability_searchCHAR(1) NOT NULLY   A "1/0" field indicating whether to search by availability
consecutive_availabilityCHAR(1) NOT NULLY   A "1/0" field indicating no intervening bookings
booking_type_filterMEDIUMTEXT NOT NULL    CSV list of booking_type id to limit a booking availability search
startdateDATE NOT NULLY   The start date for availability
enddateDATE NOT NULLY   The end date for availability
starttimeVARCHAR(8) NOT NULLY   The start time for availability
endtimeVARCHAR(8) NOT NULLY   The end time for availability
as_percentageCHAR(1) NOT NULLY   A "1/0" field indicating which of the fields...hours or
percentage is to be used in the search
If 1 then use percentage.
If 0 then use hours.
hoursDECIMAL(12,2) NOT NULL    The number of hours of availability required over this range.
percentageDECIMAL(12,2) NOT NULL    The percentage of time booked to this project during this date range.
THis is either the actual booked percentage or derived from the hours.
include_regular_resourcesCHAR(1) NOT NULL    A "1/0" field. Include regular resources in search?
include_generic_resourcesCHAR(1) NOT NULL    A "1/0" field. Include generic resources in search?
include_inactive_resourcesCHAR(1) NOT NULL    A "1/0" field. Include inactive resources in search?
experience_searchCHAR(1) NOT NULL    A "1/0" field indicating whether to search by experience
experience_fromCHAR(1) NOT NULL    The source of the experience:
'B' for bookings
'P' for projects
'S' for slips
'T' for timesheets
customerMEDIUMTEXT NOT NULL    Comma delimited list of customer ids for experience filter.
filter_by_hierarchyCHAR(1) NOT NULL    A "1/0" field indicating whether to filter search by hierarchy
hierarchy_idINTEGER NOT NULLYHierarchyhierarchy.id The id of the associated hierarchy
hierarchy_nodesMEDIUMTEXT NOT NULL    Comma delimited list of hierarchy_nodes_ids for the filtering
resource_request_queue_idINTEGER NOT NULLYResource request queueresource_request_queue.id The id of associated resource request queue
tag_group_dateDATE NOT NULLY   The date to use for tag_group searching. Use urrent day if blank.
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.

top


Table: resourcesearch_advanced - Advanced resource search saved searches

Module: Resourcesearch_advanced

Characteristics:

Links from:

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id The id of the user who owns this search
nameVARCHAR(255) NOT NULL    The name of this search
descriptionMEDIUMTEXT NOT NULL    The description of this search
criteriaMEDIUMBLOB NOT NULL    Search criteria stored in JSON
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: revenue_container - The revenue_container table in the TB application. This is essentially the revenue_container header table as the revenue_recognition_transaction table holds the line item detail.

Module: Revenue_container

Characteristics:

Links from: revenue_container_summary, approval, revenue_recognition_transaction

Links to: project, customer

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique revenue_container id. Automatically assigned by the system.
numberINTEGER NOT NULLY   The revenue_container number that increments by 1
prefixVARCHAR(10) NOT NULL    A static alphanumeric revenue_container number prefix.
nameVARCHAR(200) NOT NULL    The name of the revenue_container (Prefix + number)
approval_statusCHAR(1) NOT NULLY  AThe approval status of the invoice, only used if invoice approvals are used
'O' - Open
'S' - Submitted
'A' - Approved
'R' - Rejected
dateDATE NOT NULLY   The date of the revenue_container
acct_dateDATE NOT NULLY   The accounting period date of the revenue_container
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
currencyCHAR(3) NOT NULL (Currency)    The currency of this revenue_container
total_invoicedDECIMAL(22,8) NOT NULL (Money)    The revenue_container invoice total
Dated by the date field
total_recognizedDECIMAL(22,8) NOT NULL (Money)    The revenue_container recognized total
Dated by the date field
total_accruedDECIMAL(22,8) NOT NULL (Money)    The revenue_container accrued total
Dated by the date field
total_postedDECIMAL(22,8) NOT NULL (Money)    The revenue_container posted total
Dated by the date field
total_deferredDECIMAL(22,8) NOT NULL (Money)    The revenue_container deferred total
Dated by the date field
balancing_typeCHAR(1) NOT NULLY   A one-character key indicating the type of balancing for this revenue_container. All revenue_containers for a project have the same balancing_type
'A' Agreement
'C' CustomerPO
'P' Project
'X' Agreement and CustomerPO
notesMEDIUMTEXT NOT NULL    Notes to print on the revenue_container
date_submittedDATE NOT NULL    The date the invoice was submitted
date_approvedDATE NOT NULL    The date the invoice was approved
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: revenue_container_summary - The revenue_container summary table in the TB application. This is the balances for the project when the revenue_container was submitted

Module: Revenue_container_summary

Characteristics:

Links from:

Links to: revenue_container, customerpo, project, customer, agreement

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique revenue_container_summary id. Automatically assigned by the system.
revenue_container_idINTEGER NOT NULLYRecognition containerrevenue_container.id Id of the associated revenue_container
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
customerpo_idINTEGER NOT NULLYClient POcustomerpo.id The id of the associated customerpo
agreement_idINTEGER NOT NULLYAgreementagreement.id Id of the associated agreement
summary_typeCHAR(1) NOT NULLY   The summary_type
'S' - slips (submitted and approved)
'R' - total recognized revenue
'P' - recognized revenue (posted)
'A' - recognized revenue (accruals)
'D' - deferred revenue
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
this_balanceDECIMAL(22,8) NOT NULL (Money)    Balance for this container
before_balanceDECIMAL(22,8) NOT NULL (Money)    Balance before this container
after_balanceDECIMAL(22,8) NOT NULL (Money)    Balance after this container
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: revenue_projection - Holds the slips created from a projected revenue run

Module: Revenue_projection

Characteristics:

This table mirrors the slip table. It has the following extra fields:

Links from:

Links to: projecttask_type, revenue_recognition_rule, item, slip, booking, payment_type, category_1, job_code, user, category_3, timesheet, revenue_stage, category, project_billing_rule, invoice, vehicle, booking_type, repeat, cost_center, payroll_type, project, customerpo, agreement, timetype, project_task, slip_type, category_5, slip_stage, slip_projection, customer, category_2, product, category_4

Fields
NameTypeIndexLabelLinkDefaultDescription
revenue_recognition_rule_idINTEGER NOT NULLY revenue_recognition_rule.id Id of the revenue recognition rule that created this projection
revenue_projection_typeCHAR(1) NOT NULLY   The type of the projection
'R' Revenue from an "As billed" recognition rule
'F' Revenue from an "Fixed fee" recognition rule
'G' Revenue from an "Percent complete" recognition rule
'H' Revenue from an "Incurred vs. forecast" recognition rule
'J' Revenue from a "Time project billing rule" rule
'U' Time billed but not recognized
'T' Time not billed
'B' Booking revenue from a "Balanced incurred vs. forecast" recognition rule
'P' Task assignment revenue from a "Balanced incurred vs. forecast" recognition rule
'E' Time entry revenue from a "Balanced incurred vs. forecast" recognition rule
'S' True up from a "Balanced incurred vs. forecast" recognition rule
total_hpDECIMAL(19,5) NOT NULL (Money)    A high precision version of the total field. This is used for "G" type transactions as the percent complete is calculated on a daily basis can can be a small number
Dated by the date field
slip_projection_idINTEGER NOT NULLYTimeBill projectionslip_projection.id Id of the slip_projection that was used for an as billed rule
project_billing_rule_idINTEGER NOT NULLYBilling ruleproject_billing_rule.id Id of the project billing rule that created this projection
slip_projection_typeCHAR(1) NOT NULLY   The type of the slip_projection
'X' slip projection generated from billing rule
'B' Time from potentially billable transaction which did not match any billing rule
'N' Time from transaction with non-billable project-task
'P' Time from transaction matching a billing rule, but is 'P'artially over cap
'S' Time from transaction matching a billing rule, but is completely over cap and rule indicates to 'S'top if capped
'C' Time from transaction matching a billing rule, but is completely over cap and no more rules match
booking_type_idINTEGER NOT NULLYBooking typebooking_type.id Id of the booking type if this was generated from bookings
revenue_stage_idINTEGER NOT NULLYRecognition stagerevenue_stage.id Id of the revenue_stage. This will always be 'no revenue stage' 0 for revenue projections.
transaction_idINTEGER NOT NULLY   For internal user only.
booking_idINTEGER NOT NULLYBookingbooking.id The id of the associated booking.
timesheet_idINTEGER NOT NULLYTimesheettimesheet.id The id of the associated timesheet.

top


Table: revenue_recognition_rule - Holds the revenue recognition rules

Module: RevenueRecognitionRule

Characteristics:

Links from: revenue_recognition_rule_date, revenue_recognition_rule_amount, revenue_projection, revenue_recognition_transaction

Links to: attachment, accounting_period, cost_center, project, project_task, project_billing_rule, category_5, customerpo, customer, category_1, category_2, category_3, agreement, repeat, category, category_4

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   Name of the rule
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
repeat_idINTEGER NOT NULLY repeat.id The id of the associated repeating event
category_idINTEGER NOT NULLYServicecategory.id The id of the associated category. Mutually exclusive with project_task_id.
category_1_idINTEGER NOT NULLYService 1 linecategory_1.id The id of the associated category_1. Mutually exclusive with project_task_id.
category_2_idINTEGER NOT NULLYService 2 linecategory_2.id The id of the associated category_2. Mutually exclusive with project_task_id.
category_3_idINTEGER NOT NULLYService 3 linecategory_3.id The id of the associated category_3. Mutually exclusive with project_task_id.
category_4_idINTEGER NOT NULLYService 4 linecategory_4.id The id of the associated category_4. Mutually exclusive with project_task_id.
category_5_idINTEGER NOT NULLYService 5 linecategory_5.id The id of the associated category_5. Mutually exclusive with project_task_id.
project_task_idINTEGER NOT NULLYTaskproject_task.id If the feature to select top-level phase category to assign is enabled, the default_category of this project_task_id (which is a phase) will be the category_id in this rule's transactions. Mutually exclusive with category_id.
cost_center_idINTEGER NOT NULLYCost centercost_center.id The id of the associated cost center.
agreement_idINTEGER NOT NULLYAgreementagreement.id Id of the associated agreement
customerpo_idINTEGER NOT NULLYClient POcustomerpo.id Id of the associated customerpo
typeCHAR(1) NOT NULLY   The type of the rule
'A' is an as billed rule
'P' is a percent of time complete rule
'E' is an expense incurred rule
'F' is a fixed amount rule
'U' is a purchase item rule
'I' is a incurred vs. forecast rule
'T' is generated from a time project billing rule
'L' is a labor burn vs burn forecast rule
'M' is a percent of time rule
'B' is a balanced incurred vs. forecast rule
start_dateDATE NOT NULLY   Start date of the rule
start_milestoneINTEGER NOT NULLY   Id of the starting milestone (project_task)
end_dateDATE NOT NULLY   End date of the rule
end_milestoneINTEGER NOT NULLY   Id of the ending milestone (project_task)
phaseINTEGER NOT NULLY   Id of the phase if percent_how is 'B' or 'D'
Id of the phase/task if this is a marked_as_ready or percent_trigger rule
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
amountDECIMAL(16,2) NOT NULL (Money)    The amount. If we have multiple amounts the values are held in the revenue_recognition_rule_amount table
recognition_typeCHAR(1) NOT NULLY   What are we recognizing
'R'evenue
'C'ost
'O'ther
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
expense_howCHAR(1) NOT NULL    How should expenses be recognized
'M', 'Mark up/down on billed expenses'
'B', 'All billed expenses'
'I', 'All incurred expenses'
purchase_howCHAR(1) NOT NULL    How should purchases be recognized
'M', 'Mark up/down on billed purchases'
'B', 'All billed purchases'
percent_howCHAR(1) NOT NULL    How should the percent complete be calculated
A, % complete of planned hours for the project
B, % complete of planned hours for a phase
C, Approved hours vs. planned hours for the project
D, Approved hours vs. planned hours for a phase
E, Approved hours vs. budget hours for the project
multiplierDECIMAL(12,4) NOT NULL    Multiply the gross employee cost by this value in type 'M' rules.
marked_as_readyCHAR(1) NOT NULL    Trigger recognition when a task (id in phase) is marked as ready to recognize
percent_triggerCHAR(1) NOT NULL    If the fixed fee is triggered by a percent complete this holds how it is triggered
A, % complete of planned hours for the project
B, % complete of planned hours for a phase or task (the task id is held in the phase field)
percentINTEGER NOT NULL    The percentage value for a a fixed fee percent trigger
asb_exclude_slip_typeVARCHAR(75) NOT NULL    CSV list of the slip types to exclude from the as billed rule
asb_which_slipsCHAR(1) NOT NULL   AWhich slips should be considered for the as billed rule
'A' is all slips
'I' is slips on invoices
'P' is slips on approved invoices
extra_dataMEDIUMTEXT NOT NULL    Holds extra data fields associated with the rule
assigned_userINTEGER NOT NULL    The user to assign to fixed fee recognition
user_filterMEDIUMTEXT NOT NULL    CSV list of users to limit the rule to
item_filterMEDIUMTEXT NOT NULL    CSV list of items to limit the rule to
timetype_filterMEDIUMTEXT NOT NULL    CSV list of timetypes to limit the rule to
product_filterMEDIUMTEXT NOT NULL    CSV list of products to limit the rule to
project_filterMEDIUMTEXT NOT NULL    CSV list of projects to limit the rule to
project_task_filterMEDIUMTEXT NOT NULL    CSV list of tasks to limit the rule to
project_billing_rule_filterMEDIUMTEXT NOT NULL    CSV list of project billing rule id's to limit a type T rule to
slip_stage_filterMEDIUMTEXT NOT NULL    CSV list of slip_stage id to limit a type A rule to
booking_type_filterMEDIUMTEXT NOT NULL    CSV list of booking_type id to limit a type I rule to
tax_location_filterMEDIUMTEXT NOT NULL    CSV list of tax locations to limit a type I rule to
category_filterMEDIUMTEXT NOT NULL    CSV list of categories to limit the rule to
break_by_userCHAR(1) NOT NULL    Break out the transactions by user. Currently only implemented for the incurred rules.
lc_levelINTEGER NOT NULL    If multiple loaded costs are used, this holds the level of loaded cost
0 = primary loaded cost
1 = secondary loaded cost
2 = tertiary loaded cost
acct_date_howCHAR(1) NOT NULL   PThe accouting period date of the transaction is determined by:
'N' - none, clear the value
'E' - the entity (no change)
'C' - container of the entity if available (i.e. timesheet, envelope)
'M' - set by the specified accounting date
'P' - set by the specified accounting period
accounting_period_idINTEGER NOT NULLYAccounting periodaccounting_period.id-1The id of the associated accounting period
acct_dateDATE NOT NULL    The accounting period date to assign to the transaction
notesMEDIUMTEXT NOT NULL    Notes
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this project
fractionalCHAR(1) NOT NULL    A "1/0" field indicating if fractional transactions are performed for the month starting and ending if the revenue recognition date does not correspond initial date of the contract.
fractional_initial_dateDATE NOT NULL    A date when the contract was signed (is effective). Related to fractional.
fractional_manualCHAR(1) NOT NULL    When creating fractional stubs
0=>"Use calculated amounts for stub periods"
1=>"Use manually entered amounts for stub periods"
Related to fractional.
project_billing_rule_idINTEGER NOT NULLYBilling ruleproject_billing_rule.id The id of the associated project billing rule
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is an active rule
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: revenue_recognition_rule_amount - If a recognition rule can have multiple amounts they are held in a one to many relationship in this table

Module:

Characteristics:

Links from: revenue_recognition_transaction

Links to: cost_center, project_task, revenue_recognition_rule, category_5, customerpo, category_1, category_2, category_3, agreement, category, category_4

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
revenue_recognition_rule_idINTEGER NOT NULLY revenue_recognition_rule.id The id of the associated rule
category_idINTEGER NOT NULLYServicecategory.id The id of the associated category. Mutually exclusive with project_task_id.
category_1_idINTEGER NOT NULLYService 1 linecategory_1.id The id of the associated category_1. Mutually exclusive with project_task_id.
category_2_idINTEGER NOT NULLYService 2 linecategory_2.id The id of the associated category_2. Mutually exclusive with project_task_id.
category_3_idINTEGER NOT NULLYService 3 linecategory_3.id The id of the associated category_3. Mutually exclusive with project_task_id.
category_4_idINTEGER NOT NULLYService 4 linecategory_4.id The id of the associated category_4. Mutually exclusive with project_task_id.
category_5_idINTEGER NOT NULLYService 5 linecategory_5.id The id of the associated category_5. Mutually exclusive with project_task_id.
project_task_idINTEGER NOT NULLYTaskproject_task.id If the feature to select top-level phase category to assign is enabled, the default_category of this project_task_id (which is a phase) will be the category_id in this rule's transactions. Mutually exclusive with category_id.
cost_center_idINTEGER NOT NULLYCost centercost_center.id The id of the associated category.
agreement_idINTEGER NOT NULLYAgreementagreement.id Id of the associated agreement
customerpo_idINTEGER NOT NULLYClient POcustomerpo.id Id of the associated customerpo
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
amountDECIMAL(16,2) NOT NULL (Money)    The amount
fractional_initial_amountDECIMAL(16,2) NOT NULL (Money)    Initial stub period amount. Related to fractional rules.
recognition_typeCHAR(1) NOT NULL    What are we recognizing
'R'evenue
'C'ost
'O'ther
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: revenue_recognition_rule_date - If a recognition rule can have multiple dates or milestones they are held in a one to many relationship in this table

Module:

Characteristics:

Links from:

Links to: revenue_recognition_rule

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
start_dateDATE NOT NULLY   Start date of the rule
start_milestoneINTEGER NOT NULLY   Id of the starting milestone (project_task)
start_predef_dateVARCHAR(30) NOT NULLY   Value of the starting pre-defined date
end_dateDATE NOT NULLY   End date of the rule
end_milestoneINTEGER NOT NULLY   Id of the ending milestone (project_task)
end_predef_dateVARCHAR(30) NOT NULLY   Value of the ending pre-defined date
predef_date_typeCHAR(1) NOT NULLY   Type of pre-defined date field
'A' is an Accounting period id or meta-value
'R' is a Relative date string: Last week, Last month, etc.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
revenue_recognition_rule_idINTEGER NOT NULLY revenue_recognition_rule.id The id of the associated rule

top


Table: revenue_recognition_transaction - Revenue recognition transactions

Module: RevenueRecognitionTransaction

Characteristics:

Links from: revenue_recognition_transaction

Links to: cost_center, project, revenue_recognition_rule, slip, revenue_recognition_transaction, fulfillment, customerpo, category_1, job_code, category_3, user, revenue_stage, agreement, category, ticket, revenue_container, project_task, revenue_recognition_rule_amount, task, project_billing_rule, category_5, customer, category_2, category_4

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameCHAR(1) NOT NULL    The name of the revenue_recognition_transaction. This field is never populated.
It is used only to satisfy subtotalling by revenue_recognition_transaction in summary reports.
revenue_recognition_rule_idINTEGER NOT NULLY revenue_recognition_rule.id The id of the associated rule
revenue_recognition_rule_amount_idINTEGER NOT NULLY revenue_recognition_rule_amount.id The id of the associated amount rule
project_billing_rule_idINTEGER NOT NULLYBilling ruleproject_billing_rule.id The id of the associated project billing rule
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
ticket_idINTEGER NOT NULLYReceiptticket.id The id of the associated ticket
task_idINTEGER NOT NULLYTasktask.id The id of the associated task
fulfillment_idINTEGER NOT NULLYFulfillmentfulfillment.id The id of the associated fulfillment
slip_idINTEGER NOT NULLYTimeBillslip.id The id of the associated slip
category_idINTEGER NOT NULLYServicecategory.id The id of the associated category.
category_1_idINTEGER NOT NULLYService 1 linecategory_1.id The id of the associated category_1.
category_2_idINTEGER NOT NULLYService 2 linecategory_2.id The id of the associated category_2.
category_3_idINTEGER NOT NULLYService 3 linecategory_3.id The id of the associated category_3.
category_4_idINTEGER NOT NULLYService 4 linecategory_4.id The id of the associated category_4.
category_5_idINTEGER NOT NULLYService 5 linecategory_5.id The id of the associated category_5.
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the associated project task
agreement_idINTEGER NOT NULLYAgreementagreement.id Id of the associated agreement
customerpo_idINTEGER NOT NULLYClient POcustomerpo.id Id of the associated customerpo
cost_center_idINTEGER NOT NULLYCost centercost_center.id Id of the associated cost center
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job code
portfolio_project_idINTEGER NOT NULLY   The id of the associated portfolio project
revenue_container_idINTEGER NOT NULLYRecognition containerrevenue_container.id For use with the revenue container feature. The id of the associated revenue_container
revenue_stage_idINTEGER NOT NULLYRecognition stagerevenue_stage.id For use with the revenue container feature. The id of the associated revenue stage.
originating_idINTEGER NOT NULLYRecognition transactionrevenue_recognition_transaction.id For use with revenue container feature. If set, the revenue_recognition_transaction.id of the originating transaction for this transaction.
offsets_idINTEGER NOT NULLYRecognition transactionrevenue_recognition_transaction.id For use with revenue container feature. If set, the revenue_recognition_transaction.id of the transaction which this transaction offsets.
is_from_open_stageCHAR(1) NOT NULLY   A "1/0" field indicating that the revenue recognition transaction was added to the revenue container from the virtual open stage, otherwise the transaction was added through revenue container revenue_recognition_transaction generation logic. If revenue_container_id is zero, revenue_stage_id should be 0 and is_from_open_stage should be '0'.
dateDATE NOT NULLY   The date of the transaction
acct_dateDATE NOT NULLY   The accounting period date of the transaction
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
totalDECIMAL(22,8) NOT NULL (Money)    The amount of the transaction
Dated by the date field
typeCHAR(1) NOT NULLY   The type of the transaction. Matches the type field in revenue_recognition_rule
recognition_typeCHAR(1) NOT NULLY   What are we recognizing
'R'evenue
'C'ost
'O'ther
'T'rue up for balanced IvF
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
percent_completeDECIMAL(12,2) NOT NULL    The calculated percent complete value if a project_billing_rule type 'P' OR 'L' transaction
rateDECIMAL(16,2) NOT NULL (Money)    The hourly rate for a 'T' type
Dated by the date field
hourDECIMAL(12,2) NOT NULL    The number of hours for a 'T' type
minuteDECIMAL(6,0) NOT NULL    The number of minutes for a 'T' type
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: revenue_stage - Holds the various stages a revenue_recognition_transaction can be in. Index the attributes that could be used for mass filtering of revenue_recognition_transactions

Module: Revenue_stage

Characteristics:

Links from: revenue_projection, revenue_recognition_transaction

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the revenue stage
revenue_stage_typeCHAR(1) NOT NULLY   A one-character key indicating the type of revenue for this revenue_stage
'D' Deferral
'A' Accrual
'F' Final
positionINTEGER NOT NULLY   The position of the stage
enable_revenue_tabCHAR(1) NOT NULLY   Display revenue_recognition_transactions of this stage in a separate tab
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: role - The user role table. A user can be associated with one role. This table holds only the name and ID of the role; the role_priv table outlines the individual rights within the role.

Module: Role

Characteristics:

Links from: owner, role_booking_type_default, line_manager, role_edit_exclusion, form_layout_role, user, role_priv, proxy

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of this role
notesMEDIUMTEXT NOT NULL    Notes
default_roleCHAR(1) NOT NULLY   A "1/0" field indicating whether this is the default new-user role
admin_roleCHAR(1) NOT NULLY   A "1/0" field indicating whether this is the chief administrator role, with full rights
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: role_booking_type_default - Holds the matrix of booking types that are the default for a role.

Module: Role_booking_type_default

Characteristics:

Links from:

Links to: booking_type, role

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
role_idINTEGER NOT NULLYRolerole.id The ID of the associated role.
booking_type_idINTEGER NOT NULLYBooking typebooking_type.id The id of the booking type that is the default for this role.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: role_edit_exclusion - Holds the matrix of things that are excluded from editing or selecting for the role

Module: Role_edit_exclusion

Characteristics:

Links from:

Links to: booking_type, role

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
role_idINTEGER NOT NULLYRolerole.id The ID of the associated role.
booking_type_idINTEGER NOT NULLYBooking typebooking_type.id The id of the booking type this role isn't allowed to edit or pick
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: role_priv - The list of privileges for each role.

Module:

Characteristics:

Links from:

Links to: role

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
role_idINTEGER NOT NULLYRolerole.id The ID of the associated role
privVARCHAR(150) NOT NULLY   A privilege allowed by this role
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: schedule_by_day - A by day representation of the users work schedule.

Module:

Characteristics:

Links from:

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
dateDATE NOT NULLY   The date
user_idINTEGER NOT NULLYUseruser.id The id of the associated user.
hoursDECIMAL(12,2) NOT NULL    The number of schedule hours on this date for this user, including exceptions.
base_hoursDECIMAL(12,2) NOT NULL    The number of base hours on this date for this user.
target_hoursDECIMAL(12,2) NOT NULL    The number of target hours for this user on this date.
Target_utilization.percentage * hours
target_base_hoursDECIMAL(12,2) NOT NULL    The number of target base hours for this user on this date
Target_utilization.percentage * base_hours
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified

top


Table: schedule_request - The schedule_request table. This is essentially the schedule_request header table. The table schedule_request_item holds the line item detail.

Module: Schedule_request

Characteristics:

Links from: schedule_request_item, approval

Links to: attachment, project, customer, timetype, user, project_task, category

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique schedule_request id. Automatically assigned by the system.
external_idVARCHAR(160) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
numberINTEGER NOT NULLY   The schedule_request number that increments by 1
prefixVARCHAR(10) NOT NULL    A static alphanumeric schedule_request number prefix.
nameVARCHAR(200) NOT NULL    The name of the schedule_request (Prefix + number)
descriptionVARCHAR(200) NOT NULL    The description or purpose for the schedule_request
dateDATE NOT NULLY   The date of the schedule_request creation
startdateDATE NOT NULLY   The start date of the schedule_request
enddateDATE NOT NULLY   The end date of the schedule_request
timetype_idINTEGER NOT NULLYTime typetimetype.id The id of the associated time type
category_idINTEGER NOT NULLYServicecategory.id The id of the associated category.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the task within the associated project
date_submittedDATE NOT NULL    The date the schedule_request was submitted
date_approvedDATE NOT NULLY   The date the schedule_request was approved
approval_statusCHAR(1) NOT NULL    The approval status of the purchase request
'O'pen
'P'ending approval
'A'pproved
'R'ejected
user_idINTEGER NOT NULLYUseruser.id The id of the user creating the schedule_request.
notesMEDIUMTEXT NOT NULL    Notes to print on the schedule_request
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this schedule_request
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: schedule_request_item - A schedule_request entry. A schedule_request_item is the basic transactional unit in a schedule_request. Multiple schedule_request_items are aggregated into a schedule_request.

Module: Schedule_request_item

Characteristics:

Links from: booking, pending_booking, task, scheduleexception

Links to: schedule_request, project, customer, timetype, project_task, user, category

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
external_idVARCHAR(160) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
nameVARCHAR(200) NOT NULLY   The schedule_request_item name, same as the schedule_request description, e.g. New Years Day
request_reference_numberINTEGER NOT NULLY   Unique reference number within schedule request.
schedule_request_idINTEGER NOT NULLYSchedule requestschedule_request.id The id of the associated schedule_request
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
timetype_idINTEGER NOT NULLYTime typetimetype.id The id of the associated time type
category_idINTEGER NOT NULLYServicecategory.id The id of the associated category.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the task within the associated project
dateDATE NOT NULLY   The date of the schedule request item
hoursDECIMAL(12,2) NOT NULL    The number of hours represented by this schedule request item
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: schedule_script_deployment - Tracks user scheduled script deployments

Module: Schedule_script_deployment

Characteristics:

Links from:

Links to: user, attachment_revision

Fields
NameTypeIndexLabelLinkDefaultDescription
eventVARCHAR(200) NOT NULLY   When this script is run (e.g. before_form_save).
test_eventVARCHAR(200) NOT NULLY   If populated, and this deployment is in testing mode, when this test code is run (e.g. before_form_save).
functionVARCHAR(200) NOT NULL    Which function to run in the specified script.
test_functionVARCHAR(200) NOT NULL    If populated, and this deployment is in testing mode, which test code function to run in the specified test code script.
log_levelCHAR(1) NOT NULLY   Lowest log message severity which is logged.
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    Optional--a description of this deployment.
attachment_revision_idINTEGER NOT NULLY attachment_revision.id Which revision of the script is to be run.
test_user_idINTEGER NOT NULLY   If this deployment is in testing mode, this is the user that will execute it.
test_codeMEDIUMTEXT NOT NULL    If populated, and this deployment is in testing mode, this code will execute instead of the attachment revision's contents
codeMEDIUMTEXT NOT NULL    The code that is currently deployed; it is a copy of the attachment revision's contents
notesMEDIUMTEXT NOT NULL    Notes
test_revision_commentsMEDIUMTEXT NOT NULL    If populated, and this deployment is in testing mode, comments to be stored in new workspace document revision commit
activeCHAR(1) NOT NULLY   A 1/"" field indicating whether this deployment is active
deletedCHAR(1) NOT NULLY   A 1/"" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
user_idINTEGER NOT NULLYUseruser.id User that this script will execute on behalf of.

top


Table: schedule_script_deployment_log - Logging for user scheduled scripts

Module: Schedule_script_deployment_log

Characteristics:

Links from:

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
sourceCHAR(1) NOT NULLY   Who logged this entry: 'S' for system, 'U' for user.
levelCHAR(1) NOT NULLY   Severity/type of entry. 'F'atal, 'E'rror, 'W'arn, 'I'nfo, 'D'ebug, 'T'race.
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
table_nameVARCHAR(30) NOT NULLY   Name of the table the history event is associated with
record_idINTEGER NOT NULLY   The id of the record in the table
occurredDATETIME NOT NULLY   The date of the event
user_idINTEGER NOT NULLYUseruser.id The id of the user associated with this history event
typeINTEGER NOT NULLY   The application or integration type that created this record
'1' is a NetSuite realtime request to run the integration
'2' is a run of the NetSuite integration
'3' Google integration, deleted
'4' is the Salesforce integration
'5' is the Workday integration
'6' is the Vertex integration
* Only values defined here are valid for this field. New values must be added
to History.pm and also documented here.
guidVARCHAR(32) NOT NULLY   GUID of the running process
valueMEDIUMTEXT NOT NULL    The history entry
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: scheduleexception - Describes changes to the default work schedule for a company or user (resource)

Module: Scheduleexception

Characteristics:

Links from:

Links to: schedule_request_item, timetype, user, workschedule

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The exception name and/or description, e.g. New Years Day
exception_typeCHAR(1) NOT NULLY   The type of exception.
'R' - Date 'R'ange exception
workschedule_idINTEGER NOT NULLYWork scheduleworkschedule.id Id of the corresponding workschedule
user_idINTEGER NOT NULLYUseruser.id Id of the user if this is an exception to the users work schedule.
0 if this is an exception to an account work schedule.
startdateDATE NOT NULLY   The start date for the exception
enddateDATE NOT NULLY   The end date for the exception
workhoursDECIMAL(12,2) NOT NULL    The number of hours per day during this daterange. This overrides
any workhours on each day of either the account schedule or the account/user schedule.
timetype_idINTEGER NOT NULLYTime typetimetype.id The id of the associated time type
schedule_request_item_idINTEGER NOT NULLYSchedule request itemschedule_request_item.id The id of the schedule change item from a schedule request
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: script_parameter - Holds definition and values of script parameters.

Module: Script_parameter

Characteristics:

Links from: script_parameter_link

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the custom field
descriptionVARCHAR(200) NOT NULL    The description of the custom field
pickerCHAR(8) NOT NULLY   The type of field. This controls the on screen representation of the field.
'numeric'
'hours'
'days'
'percent'
'currency'
'date'
'text'
'textarea'
'check'
'radio'
'dropdown'
'droptext'
'selector'
'alloc_gr'
sizeINTEGER NOT NULL    The display size of the field on forms
decposINTEGER NOT NULL    The decimal size of the field
maxlengthINTEGER NOT NULL    The maximum length of data in the field
rowsINTEGER NOT NULL    The number of display rows for text area fields
valuelistMEDIUMTEXT NOT NULL    A list of values for radio groups and popup menu fields in csv format
defnowCHAR(1) NOT NULL    A "1/0" field indicating if date fields default to today.
requiredCHAR(1) NOT NULL    A "1/0" field indicating if this field is required.
moverCHAR(1) NOT NULL    A "1/0" field indicating if the selector should have mover controls
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
pick_sourceCHAR(30) NOT NULL    Picker source. e.g. user, customer, etc.
select_typeCHAR(10) NOT NULL   singlePicker select type, e.g. 'multi' or 'single' select type
valueMEDIUMTEXT NOT NULL    The value of specified parameter.

top


Table: script_parameter_link - Association of script deployment table/id pairs referencing script parameters

Module: Script_parameter_link

Characteristics:

Links from:

Links to: script_parameter

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
script_parameter_idINTEGER NOT NULLYScript parameterscript_parameter.id The id of the script_parameter referenced by deployment specified in table_name and record_id
table_nameVARCHAR(30) NOT NULLY   The name of the script deployment table this row is associated with
record_idINTEGER NOT NULLY   The id of the record in table_name
test_modeCHAR(1) NOT NULLY   A "1/0" field indicating if the reference acts in test mode
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: security_questions - Holds security questions used to reset a locked account or users' password

Module: Security_questions

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(250) NOT NULLY   The security question
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is an active security_question
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: shared_folder - Holds the mappings between folder ids and user ids

Module: Folder

Characteristics:

Links from:

Links to: project_group, user, folder

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
folder_idINTEGER NOT NULLYFolderfolder.id ID of the folder which is being shared
user_idINTEGER NOT NULLYUseruser.id ID of the user that the folder is shared with
project_group_idINTEGER NOT NULLYAssignment groupproject_group.id The id of the project group if the user was given access as part of a project group
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: shared_report - holds the mappings between report ids and user ids

Module:

Characteristics:

Links from:

Links to: report, project_group, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
report_idINTEGER NOT NULLYReportreport.id ID of the report which is being shared
user_idINTEGER NOT NULLYUseruser.id ID of the user the which the report is shared with
project_group_idINTEGER NOT NULLYAssignment groupproject_group.id The id of the project group if the user was assigned as part of a project group
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: shipping_terms - The shipping_terms table.

Module: Shipping_terms

Characteristics:

Links from: purchaseorder

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique shipping terms id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The shipping terms name. This shows up on all the shipping terms popups in the application.
notesMEDIUMTEXT NOT NULL    Shipping terms notes.
activeCHAR(1) NOT NULLY   A "1/0" field indicating where this is designated as an active shipping terms "1/0".
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: short_url - This table holds the URL that the "short url" should redirect to. A short url is a URL that is sent outside the system (emailed etc.). When the short url hits the server it is redirect to the long URL stored in this database.

Module: ShortURL

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
urlMEDIUMTEXT NOT NULL    The URL to redirect to
versionCHAR(1) NOT NULLY   The encoding version of the short_url
secret1INTEGER NOT NULLY   A random secret associated with the short_url
secret2INTEGER NOT NULLY   A random secret assoiciated with the short_url
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: signer - This table holds information on the people that can sign off of on a time or expense for a project.

Module: Signer

Characteristics:

Links from:

Links to: project, customer

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the project this signer is associated with.
typeCHAR(1) NOT NULL    The type of the sign off
'C' - customer signoff - get the sign off email address from the customer table
'U' - user signoff - get the sign off email address from the user table
'E' - email directly - use a directly entered email address
valueVARCHAR(200) NOT NULL    Holds the value dependent on the type field. 'E' types have the full
email address in here, the other types have the id of the appropriate record
seqINTEGER NOT NULL    The sequence number of the signer
cc_emailVARCHAR(255) NOT NULL    The email address to cc a copy of the signoff to
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: signoff - The sign off transaction table. The signer are copied across from the signers table at the time of ticket or task creation or change. This handles the issue of the project signers being changed after a timesheet or envelope is submitted. The application tracks the history of changes to sign off transaction in the history table.

Module: Signoff

Characteristics:

Links from:

Links to: project_task, task, ticket

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
ticket_idINTEGER NOT NULLYReceiptticket.id The id of the expense reports ticket this transaction is associated with
task_idINTEGER NOT NULLYTasktask.id The id of the timesheets task this transaction is associated with
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the project task this transaction is associated with
typeCHAR(1) NOT NULLY   The type of the sign off
'C' - customer signoff - get the sign off email address from the customer table
'U' - user signoff - get the sign off email address from the user table
'E' - email directly - use a directly entered email address
valueVARCHAR(200) NOT NULLY   Holds the value dependent on the type field. 'E' types have the full
email address in here, the other types have the id of the appropriate record
cc_emailVARCHAR(255) NOT NULL    The email address to cc a copy of the signoff to
seqINTEGER NOT NULL    The sequence number of the signer
statusCHAR(1) NOT NULLY   The status of the sign off
'A' - Accepted
'R' - Refused
'O' - Open
'S' - Sent and waiting acceptance by the signer
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: slip - Slip, TimeBill, charge or bill in the TB application. Slips are the basic transaction unit and are associated with a combination of customer,project,category and item. Invoices are created by aggregating multiple slips together.

Module: Slip

Characteristics:

Links from: proposal_block, billing_split, task, revenue_projection, slip, project_billing_transaction, revenue_recognition_transaction, tax_rate, fulfillment, slip_projection, ticket

Links to: cost_center, projecttask_type, payroll_type, project, item, slip, customerpo, payment_type, category_1, job_code, user, category_3, agreement, category, timetype, project_task, slip_type, slip_stage, category_5, invoice, customer, category_2, vehicle, product, repeat, category_4

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameCHAR(1) NOT NULL    The name of the slip. This field is never populated.
It is used only to satisfy subtotalling by slip in summary reports.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the task within the associated project
projecttask_type_idINTEGER NOT NULLYTask typeprojecttask_type.id The id of the projecttask_type of the associated projecttask
invoice_idINTEGER NOT NULLYInvoiceinvoice.id The id of the associated invoice once billed
category_idINTEGER NOT NULLYServicecategory.id The id of the associated category. If this is set,
the slip is based on this category.
category_1_idINTEGER NOT NULLYService 1 linecategory_1.id The id of the associated category_1.
category_2_idINTEGER NOT NULLYService 2 linecategory_2.id The id of the associated category_2.
category_3_idINTEGER NOT NULLYService 3 linecategory_3.id The id of the associated category_3.
category_4_idINTEGER NOT NULLYService 4 linecategory_4.id The id of the associated category_4.
category_5_idINTEGER NOT NULLYService 5 linecategory_5.id The id of the associated category_5.
item_idINTEGER NOT NULLYExpense itemitem.id The id of the associated item. If this is set,
the slip is based on this item. Use the
associated item.type to determine the subtype of
this slip.
product_idINTEGER NOT NULLYProductproduct.id The id of the associated product.
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
vehicle_idINTEGER NOT NULLYVehiclevehicle.id The id of the associated vehicle
repeat_idINTEGER NOT NULLY repeat.id The id of the associated repeating event
agreement_idINTEGER NOT NULLYAgreementagreement.id Id of the associated agreement
customerpo_idINTEGER NOT NULLYClient POcustomerpo.id Id of the associated customerpo
cost_center_idINTEGER NOT NULLYCost centercost_center.id Id of the associated cost center
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job code
portfolio_project_idINTEGER NOT NULLY   The id of the associated portfolio project
originating_idINTEGER NOT NULLYTimeBillslip.id For use with split slips feature. If set, the slip.id of the originating slip for this split portion.
dateDATE NOT NULLY   The date of the billing slip
acct_dateDATE NOT NULLY   The accounting period date of the slip
typeCHAR(1) NOT NULLY   The type of the slip
'T' is an hourly rate slip
'E' is an expense slip *
'F' is a flat price slip
'O' is an other time slip
'M' is a mileage slip
'P' is a product slip
* If this slip is based on an item (item_id set),
then the subtype of this slip, is the type associated
with that item_id. See item.type for details.
slip_type_idINTEGER NOT NULLYTimeBill typeslip_type.id This field is redundant with the type field. It provides a linkage
to the slip type table allowing the slip_type table to be used
in the reporting mechanism.
incompleteCHAR(1) NOT NULLY   Is the slip complete, eg can it be included in an invoice.
if "1" It must be edited before it can be added to an invoice.
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
rateDECIMAL(16,2) NOT NULL (Money)    The hourly rate for a 'T' slip
Dated by the date field
hourDECIMAL(12,2) NOT NULL    The number of hours for a 'T' slip
minuteDECIMAL(6,0) NOT NULL    The number of minutes for a 'T' slip
costDECIMAL(17,3) NOT NULL (Money)    The cost per unit of measure for an 'E' or 'P' slip
The billing rate for an 'O' slip
The fixed price for a 'F' slip
Dated by the date field
umCHAR(10) NOT NULL    The unit of measure for an 'E' or 'P' slip or the rate description for an 'O' slip
quantityDECIMAL(14,3) NOT NULL    The quantity for an 'E','O' or 'P' slip
totalDECIMAL(22,8) NOT NULL (Money)    The total value of the slip
Dated by the date field
total_tax_paidDECIMAL(22,8) NOT NULL (Money)    The total tax paid
Dated by the date field
cost_includes_taxCHAR(1) NOT NULL    A "1/0" field indicating whether the cost includes the tax
payment_type_idINTEGER NOT NULLY payment_type.id The ID into the payment_type field for the payment method
slip_stage_idINTEGER NOT NULLYTimeBill stageslip_stage.id The id of the associated slip stage
payroll_type_idINTEGER NOT NULLYPayroll typepayroll_type.id The id of the associated payroll type
timetype_idINTEGER NOT NULLYTime typetimetype.id The id of the associated time type
descriptionVARCHAR(200) NOT NULL    The description of the billing slip
cityVARCHAR(75) NOT NULL    The slip city or location
notesMEDIUMTEXT NOT NULL    Notes
timer_startINTEGER NOT NULL    The starting time of the timer
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
ref_slip_idINTEGER NOT NULLY   For credit/rebill -- id of the original slip id
skip_recognitionCHAR(1) NOT NULLY   A "1/0" field indicating if this record should be recognized. Used for split charges which were already recognized
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: slip_projection - Holds the slips created from a projected billing run

Module: Slip_projection

Characteristics:

This table mirrors the slip table. It has the following extra fields:

Links from: revenue_projection

Links to: cost_center, projecttask_type, payroll_type, project, item, slip, booking, customerpo, payment_type, category_1, job_code, user, category_3, agreement, category, timetype, project_task, slip_type, project_billing_rule, slip_stage, category_5, invoice, customer, category_2, vehicle, booking_type, product, repeat, category_4

Fields
NameTypeIndexLabelLinkDefaultDescription
project_billing_rule_idINTEGER NOT NULLYBilling ruleproject_billing_rule.id Id of the project billing rule that created this projection
slip_projection_typeCHAR(1) NOT NULLY   The type of the slip_projection
'X' slip projection generated from billing rule
'B' Time from potentially billable transaction which did not match any billing rule
'N' Time from transaction with non-billable project-task
'P' Time from transaction matching a billing rule, but is 'P'artially over cap
'S' Time from transaction matching a billing rule, but is completely over cap and rule indicates to 'S'top if capped
'C' Time from transaction matching a billing rule, but is completely over cap and no more rules match
booking_type_idINTEGER NOT NULLYBooking typebooking_type.id Id of the booking type if this was generated from bookings
transaction_idINTEGER NOT NULLY   For internal user only.
booking_idINTEGER NOT NULLYBookingbooking.id The id of the associated booking.

top


Table: slip_stage - Holds the various stages a slip can be in. Index the attributes that could be used for mass filtering of slips

Module: Slip_stage

Characteristics:

Links from: project_billing_rule, slip_projection, revenue_projection, slip, project_billing_transaction

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the stage
positionINTEGER NOT NULLY   The position of the stage
exclude_from_invoicingCHAR(1) NOT NULLY   Exclude slips of this stage from invoicing
exclude_from_analysisCHAR(1) NOT NULLY   Exclude slips of this stage from project analysis
enable_slip_tabCHAR(1) NOT NULLY   Display slips of this stage in a separate tab
is_credit_stageCHAR(1) NOT NULLY   A "1/0" field indicating if this stage is for credit designation.
is_negative_stageCHAR(1) NOT NULLY   A "1/0" field indicating if this stage is a negative stage.
advanced_acpo_balance_calcCHAR(1) NOT NULLY   Deduct charges from Agreement/Customer PO balances for:
If 1 All Charges (default behavior of application)
If 2 Charges on an invoice
If 3 Charges not on an invoice
If 4 No charges (exclude all charges that are in this charge stage)
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: slip_type - Slip type

Module: Slip_type

Characteristics:

Links from: slip_projection, revenue_projection, slip

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the slip type
typeCHAR(1) NOT NULLY   The type of the slip
'T' is an hourly rate slip
'E' is an expense slip
'F' is a flat price slip
'O' is an other time slip
'P' is a product slip
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: snapshot - Holds snap shots. Used by DisplayList

Module: Snapshot

Characteristics:

Links from:

Links to: project, customer, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
codeVARCHAR(200) NOT NULLY   Name of the displaylist the snapshot is associated with
nameVARCHAR(200) NOT NULL    Name/title of the snap shot
user_idINTEGER NOT NULLYUseruser.id The ID of the user who created the snapshot
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The ID of the project the snapshot is associated with, this is only recorded if the snapshot is marked for export.
settingMEDIUMTEXT NOT NULL    Data for snapshot
exportCHAR(1) NOT NULLY   A "1/0" field indicating if this snapshot should be exported
default_snapshotCHAR(1) NOT NULLY   A "1/0" field indicating if this snapshot is the default snapshot
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULLY   Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: solution - This table holds solution metadata.

Module: Solution

Characteristics:

Links from: solution_link, solution_log

Links to: attachment_revision

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    Solution name.
titleVARCHAR(200) NOT NULL    Solution title.
descriptionMEDIUMTEXT NOT NULL    A short description of the solution
attachment_revision_idINTEGER NOT NULLY attachment_revision.id Which revision of the solution is the last.
statusCHAR(1) NOT NULL   NThe status for this solution (N - not applied, A - applied, F - failed)
locally_modifiedCHAR(1) NOT NULLY   A "1/0" field indicating if solution content was locally modified
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
documentation_urlMEDIUMTEXT NOT NULL    Contains value pointing to the solution documentation

top


Table: solution_link - Association of script deployment table/id pairs referenced by solutions

Module: Solution_link

Characteristics:

Links from:

Links to: solution

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
solution_idINTEGER NOT NULLYSolutionsolution.id The id of the solution which contains deployment specified in table_name and record_id
table_nameVARCHAR(30) NOT NULLY   The name of the script deployment, script parameter, or custom field table this row is associated with
record_idINTEGER NOT NULLY   The id of the record in table_name
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: solution_log - This table holds solution execution logs.

Module: Solution_log

Characteristics:

Links from:

Links to: solution

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
solution_idINTEGER NOT NULLYSolutionsolution.id Solution name.
messageMEDIUMTEXT NOT NULL    Processing message.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: switch - This is the switch table, it keeps the name/setting pairs for company and user switches. It also keeps a _copy_ of the offer, billing, and default switches here, which are updated on login if they have changed in master.

Module: Switch

Characteristics:

Links from:

Links to: account, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the switch setting
master_defaultCHAR(1) NOT NULLY   "1/0" field indicating if this row is a summation of the default/offer/billing
switches from the master table
user_idINTEGER NOT NULLYUseruser.id ID of the user this switch setting is associated with
account_idINTEGER NOT NULLYCompanyaccount.id ID of the account this switch setting is associated with
(this is 1 if a company switch, zero otherwise)
settingMEDIUMTEXT NOT NULL    The contents of the switch setting
a zero length field is considered 'undef'
enable_user_levelCHAR(1) NOT NULLY   A "1/0" field indicating if this switch value is available at the user level.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMPY   Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: switch_history - Maintains extended history of switch table changes: records trimmed from the switch table.

Module: Switch_history

Characteristics:

This table mirrors the switch table.


Table: switch_total - The switch_total table contains the calculated switches for the company and for particular users. These are a combination of information from the switch table, and from switch.xml

Module:

Characteristics:

Links from:

Links to: account

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the switch setting
account_idINTEGER NOT NULLYCompanyaccount.id ID of the account this switch setting is associated with
(this is 1 if a company switch, zero otherwise)
settingMEDIUMTEXT NOT NULL    The contents of the switch setting
a zero length field is considered 'undef'
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMPY   Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: tag_group - The table to describe a tag_group

Module: Tag_group

Characteristics:

Links from: user_tag_by_day, tag_group_attribute, entity_tag

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The tag_group name.
entity_typeCHAR(1) NOT NULLY   The tag_group type. One of:
'U' for user
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
searchableCHAR(1) NOT NULLY   A "1/0" field indicating whether this tag_group is searchable.
Used only for entity_type='U'
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is active
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: tag_group_attribute - The table to describe a tag_group_attribute

Module: Tag_group_attribute

Characteristics:

Links from: user_tag_by_day, entity_tag

Links to: tag_group

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The tag_group_attribute name.
tag_group_idINTEGER NOT NULLYTag grouptag_group.id The id of the tag_group this attribute is in.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is active
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: target_utilization - Holds the target utilization values for a user

Module: Target_utilization

Characteristics:

Links from:

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id Id of the user
start_dateDATE NOT NULLY   Start date for the target utilization
end_dateDATE NOT NULLY   End date for the target utilization
This field is automatically determined base on the next subsequently later start_date row for this user.
This field can be '0000-00-00' for one row which represents the unbounded value.
percentageDECIMAL(12,2) NOT NULL    The target utilization (as a percentage, e,g. 75.30) for this user.
dirtyCHAR(1) NOT NULLY   A "2/1/0" field
0=clean
1=dirty
2=inprogress
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: task - A timesheet entry. A task is the basic transactional unit in the TA application. Multiple tasks are aggregated into a TimeSheet.

Module: Task

Characteristics:

Links from: billing_split, signoff, job_code_rate_by_task, leave_accrual_transaction, project_billing_transaction, revenue_recognition_transaction

Links to: cost_center, projecttask_type, payroll_type, project, slip, timesheet_row, booking, schedule_request_item, project_assignment_profile, category_1, job_code, user, category_3, timesheet, category, timetype, project_task, category_5, customer, category_2, booking_type, category_4

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique task id. Automatically assigned by the system.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the task within the associated project
projecttask_type_idINTEGER NOT NULLYTask typeprojecttask_type.id The id of the projecttask_type of the associated project_task
timesheet_idINTEGER NOT NULLYTimesheettimesheet.id The id of the associated timesheet
category_idINTEGER NOT NULLYServicecategory.id The id of the associated category.
category_1_idINTEGER NOT NULLYService 1 linecategory_1.id The id of the associated category_1.
category_2_idINTEGER NOT NULLYService 2 linecategory_2.id The id of the associated category_2.
category_3_idINTEGER NOT NULLYService 3 linecategory_3.id The id of the associated category_3.
category_4_idINTEGER NOT NULLYService 4 linecategory_4.id The id of the associated category_4.
category_5_idINTEGER NOT NULLYService 5 linecategory_5.id The id of the associated category_5.
timetype_idINTEGER NOT NULLYTime typetimetype.id The id of the associated time type
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
slip_idINTEGER NOT NULLYTimeBillslip.id The id of the associated slip if this task was billed
schedule_request_item_idINTEGER NOT NULLYSchedule request itemschedule_request_item.id The id of the schedule change item from a schedule request
cost_center_idINTEGER NOT NULLYCost centercost_center.id The id of the associated cost center
payroll_type_idINTEGER NOT NULLYPayroll typepayroll_type.id The id of the associated payroll type
booking_type_idINTEGER NOT NULLYBooking typebooking_type.id The id of the associated booking_type. This field is never
populated. It is used only to satisfy filtering on
booking with historical actuals symmetry with booking table.
booking_idINTEGER NOT NULLYBookingbooking.id The id of the associated booking. This field is never
populated. It is used only to satisfy filtering on
booking with historical actuals symmetry with booking table.
project_assignment_profile_idINTEGER NOT NULLYProject assignment profileproject_assignment_profile.id The id of the associated project_assigment_profile. This field is never
populated. It is used only to satisfy filtering on
booking with historical actuals symmetry with booking table.
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job code
dateDATE NOT NULLY   The date of the task
acct_dateDATE NOT NULLY   The accounting period date of the task
hourDECIMAL(12,2) NOT NULL    The number of hours for the task
minuteDECIMAL(6,0) NOT NULL    The number of minutes for the task
start_timeTIME NOT NULL    The start time of the task
end_timeTIME NOT NULL    The end time of the task
descriptionVARCHAR(200) NOT NULL    Description of the task
notesMEDIUMTEXT NOT NULL    Notes
auto_bill_codeCHAR(2) NOT NULL    A code of any auto_bill action that was applied to this task.
PN, "Project is not auto-billable"
CP, "Project auto-billable cap is reached"
ET, "Timetype is excluded"
EC, "Category is excluded"
EI, "Item is excluded"
RN, "Rounding rule applied"
thin_client_idVARCHAR(75) NOT NULLY   Used by thin clients to reconcile imported records
timesheet_row_idINTEGER NOT NULLY timesheet_row.id The id of the associated timesheet row
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: task_adjustment - Holds the information on adjusted tasks

Module: TimeSheet

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
old_timesheet_idINTEGER NOT NULLY   The id of the original timesheet
new_timesheet_idINTEGER NOT NULLY   The id of the adjustment timesheet
old_task_idINTEGER NOT NULLY   The id of the original task
new_task_idINTEGER NOT NULLY   The id of the adjustment task
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified

top


Table: tax_location - A tax location

Module: Tax_location

Characteristics:

Links from: tax_rate, project, item, envelope, item_to_user_location, vendor

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The name of the tax location
tax_methodCHAR(1) NOT NULL    The tax method
'G' = GST and PST
'H' = HST
'F' = Federal and State
gst_rateDECIMAL(10,3) NOT NULL    The GST rate
pst_rateDECIMAL(10,3) NOT NULL    The PST rate
hst_rateDECIMAL(10,3) NOT NULL    The HST rate. This is used instead of GST and PST in some locations
state_rateDECIMAL(10,3) NOT NULL    The state tax rate
federal_rateDECIMAL(10,3) NOT NULL    The federal tax rate
acct_code_gstVARCHAR(75) NOT NULL    GL accounting code for the GST entries
acct_code_pstVARCHAR(75) NOT NULL    GL accounting code for the PST entries
acct_code_hstVARCHAR(75) NOT NULL    GL accounting code for the HST entries
acct_code_stateVARCHAR(75) NOT NULL    GL accounting code for the state entries
acct_code_federalVARCHAR(75) NOT NULL    GL accounting code for the federal entries
pst_on_gstCHAR(1) NOT NULL    Include the GST tax in the total when calculating PST
federal_terminology_on_poVARCHAR(75) NOT NULL    Optional terminology to use for Federal tax line on purchase orders
state_terminology_on_poVARCHAR(75) NOT NULL    Optional terminology to use for State tax line on purchase orders
gst_terminology_on_poVARCHAR(75) NOT NULL    Optional terminology to use for GST line on purchase orders
pst_terminology_on_poVARCHAR(75) NOT NULL    Optional terminology to use for PST line on purchase orders
hst_terminology_on_poVARCHAR(75) NOT NULL    Optional terminology to use for HST line on purchase orders
notesMEDIUMTEXT NOT NULL    Notes
activeCHAR(1) NOT NULLY   a "1/0" field, specifying if the location is active
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: tax_rate - If they use tax locations this holds the rate for transactions

Module: Tax_rate

Characteristics:

Links from:

Links to: slip, ticket, tax_location, purchase_item

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
slip_idINTEGER NOT NULLYTimeBillslip.id The id of the associated slip
ticket_idINTEGER NOT NULLYReceiptticket.id The id of the associated ticket (receipt)
purchase_item_idINTEGER NOT NULLYPurchase itempurchase_item.id The id of the associated purchase order item
tax_location_idINTEGER NOT NULLYTax locationtax_location.id The id of the associated tax location
dateDATE NOT NULL    The date (used for currency conversions)
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
tax_methodCHAR(1) NOT NULL    The tax method
'G' = GST and PST
'H' = HST
'F' = Federal and State
tax_rate1DECIMAL(10,3) NOT NULL    This will hold the first tax rate. Depending on tax method it will be:
F -- Federal
G -- GST
H -- HST
tax_rate2DECIMAL(10,3) NOT NULL    This will hold the tax second rate. Depending on tax method it will be:
F -- State
G -- PST
H -- NONE
stateDECIMAL(18,4) NOT NULL (Money)    The state tax
Dated by the date field
federalDECIMAL(18,4) NOT NULL (Money)    The federal tax
Dated by the date field
gstDECIMAL(18,4) NOT NULL (Money)    The GST tax
Dated by the date field
pstDECIMAL(18,4) NOT NULL (Money)    The PST tax
Dated by the date field
hstDECIMAL(18,4) NOT NULL (Money)    The hst tax
Dated by the date field
manualCHAR(1) NOT NULL    A "1/0" field indicating if the tax amounts were manually entered rather than calculated
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: template - Proposal Templates. These templates are associated with individual Proposals by the user. The templates along with free form text blocks make up the content of a Proposal.

Module: Template

Characteristics:

Links from: proposal_block

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
nameVARCHAR(200) NOT NULL    The name of the template category
contentMEDIUMTEXT NOT NULL    The content of the template
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: territory - A territory for sales (north, east, west, etc)

Module: Territory

Characteristics:

Links from: deal, line_manager, owner, customer, user

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The name/description of the territory
notesMEDIUMTEXT NOT NULL    Notes field
activeCHAR(1) NOT NULLY   Is this record active?
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: ticket - A ticket is a single entry or receipt in the TE application. An envelope is comprised of multiple tickets

Module: Ticket

Characteristics:

Links from: ticket_approval, tax_rate, signoff, authorization_item, project_billing_transaction, revenue_recognition_transaction

Links to: attachment, cost_center, projecttask_type, project, project_task, item, slip, user_location, payment_type, customer, user, vehicle, repeat, envelope, vendor

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameCHAR(1) NOT NULL    The name of the ticket. This field is never populated.
It is used only to satisfy subtotalling by booking in summary reports.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
envelope_idINTEGER NOT NULLYEnvelopeenvelope.id The id of the associated envelope
item_idINTEGER NOT NULLYExpense itemitem.id The id of the associated item. Use the item.type field
to determine the subtype of this ticket.
vendor_idINTEGER NOT NULLYVendorvendor.id The id of the associated vendor
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
slip_idINTEGER NOT NULLYTimeBillslip.id The id of the associated slip if this expense was billed to TB
vehicle_idINTEGER NOT NULLYVehiclevehicle.id The id of the associated vehicle
cost_center_idINTEGER NOT NULLYCost centercost_center.id The id of the associated cost center
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the associated project_task
A switch is required to turn this feature on
projecttask_type_idINTEGER NOT NULLYTask typeprojecttask_type.id The id of the associated projecttask_type
Only if project_task_id switch is on
repeat_idINTEGER NOT NULLY repeat.id The id of the associated repeating event
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this ticket
dateDATE NOT NULLY   The date of the ticket
acct_dateDATE NOT NULLY   The accounting period date of the ticket
payment_type_idINTEGER NOT NULLY payment_type.id The ID into the payment_type field for the payment method
payment_methodCHAR(1) NOT NULL    Payment method now comes from payment_type table. Keep for backwards compatibility
statusCHAR(1) NOT NULLY   The status of the ticket - capital letter is code
'R'eimbursable
'N'on-reimbursable
costDECIMAL(17,3) NOT NULL (Money)    The cost per unit of measure
Dated by the date field
umCHAR(10) NOT NULL    The unit of measure
quantityDECIMAL(12,2) NOT NULL    The quantity
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
totalDECIMAL(17,3) NOT NULL (Money)    The total value of the ticket
Dated by the date field
total_tax_paidDECIMAL(16,2) NOT NULL (Money)    The tax paid
Dated by the date field
cost_includes_taxCHAR(1) NOT NULL    A "1/0" field indicating whether the cost includes the tax
currency_symbolCHAR(3) NOT NULL    The currency for foreign currency reciepts
currency_rateDECIMAL(16,9) NOT NULL    The conversion rate if this is a foreign currency receipt
currency_costDECIMAL(12,3) NOT NULL    The cost per unit of measure in the foreign currency if this is a foreign currency receipt
currency_total_tax_paidDECIMAL(16,3) NOT NULL    The tax paid in the foreign currency if this is a foreign currency receipt
descriptionVARCHAR(200) NOT NULL    The description of the ticket
cityVARCHAR(75) NOT NULL    The ticket city or location
notesMEDIUMTEXT NOT NULL    Notes field
auto_bill_codeCHAR(2) NOT NULL    A code of any auto_bill action that was applied to this task.
See the auto_bill_code entry in the "task" table for a description of the codes
incompleteCHAR(1) NOT NULL    If true, this ticket is unfilled
non_billableCHAR(1) NOT NULL    If set to 1 this is not billable.
missing_receiptCHAR(1) NOT NULL    If set to 1 the paper receipt is missing for this ticket
reference_numberCHAR(20) NOT NULLY   Unique reference number within envelope. Used to cross-reference
digital receipts with paper receipts.
thin_client_idVARCHAR(75) NOT NULLY   Used by thin clients to reconcile imported records
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
currency_exchange_intoleranceCHAR(1) NOT NULLY   A "1/0" field indicating if the record is within the specified foreign currency tolerance
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
user_location_idINTEGER NOT NULLYUser locationuser_location.id The user location ID

top


Table: ticket_adjustment - Holds the information on adjusted tickets

Module: Ticket

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
old_envelope_idINTEGER NOT NULLY   The id of the original envelope
new_envelope_idINTEGER NOT NULLY   The id of the adjustment envelope
old_ticket_idINTEGER NOT NULLY   The id of the original ticket
new_ticket_idINTEGER NOT NULLY   The id of the adjustment ticket
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified

top


Table: ticket_approval - This holds the transactions for line item rejection or exception approval for tickets

Module: Ticket_approval

Characteristics:

Links from:

Links to: user, envelope, ticket

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
ticket_idINTEGER NOT NULLYReceiptticket.id The id of the associated ticket
envelope_idINTEGER NOT NULLYEnvelopeenvelope.id The id of the envelope the ticket was associated with at the time of the transaction. This
can change as the ticket is moved to another envelope
user_idINTEGER NOT NULLYUseruser.id The id of the user who did the rejection or expection
actionCHAR(1) NOT NULLY   'R'eject the ticket
'A'pprove the ticket
dateDATE NOT NULLY   The date of the transaction
notesMEDIUMTEXT NOT NULL    Notes field
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: time_card - This table holds all the time card entries associated with a timesheet

Module: Time_card

Characteristics:

Links from:

Links to: user, timesheet

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
timesheet_idINTEGER NOT NULLYTimesheettimesheet.id The id of the associated timesheet
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
dateDATE NOT NULLY   The date of the time card
time_startDATETIME NOT NULL    Time they started working
time_endDATETIME NOT NULL    Time they stopped working
break_startDATETIME NOT NULL    Time they started the break
break_endDATETIME NOT NULL    Time they ended the break
hoursDECIMAL(12,2) NOT NULL    Hours worked
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: time_period - The time_period table says which time_period rows belong to a time_period_set

Module:

Characteristics:

Links from:

Links to: time_period_set

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
time_period_set_idINTEGER NOT NULLY time_period_set.id id of the time_period_set this time_period belongs to
start_dateDATE NOT NULLY   The starting date of the time period
nameVARCHAR(200) NOT NULL    The description of the time period
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: time_period_set - The time_period_set table is a list of names and IDs

Module: TimePeriodSet

Characteristics:

Links from: time_period

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the time_period_set
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is designated as an active time_period_set.
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: timer - This table holds all the timer entries

Module: Timer

Characteristics:

Links from:

Links to: project, customer, project_task, user, timesheet

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
timesheet_idINTEGER NOT NULLYTimesheettimesheet.id The id of the associated timesheet
timesheet_dataMEDIUMTEXT NOT NULL    Holds a data structure with associated timesheet row info.
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
time_startDATETIME NOT NULL    Time they started working
timezoneCHAR(6) NOT NULL    Timezone
tz_offsetINTEGER NOT NULL    Timezone offset
time_endDATETIME NOT NULL    Time they stopped working
pausedINTEGER NOT NULL    Amount of seconds timer is paused
statusCHAR(1) NOT NULL   A'A' Active
'N' Non-Active
customer_idINTEGER NOT NULLYClientcustomer.id The ID of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the task within the associated project
notesMEDIUMTEXT NOT NULL    Notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: timesheet - A timesheet is a a collection of tasks in the TA application. A Timesheet has the same relationship to tasks as Invoices have to slips

Module: TimeSheet

Characteristics:

Links from: approval, timer, time_card, task, revenue_projection, project_task_estimate, timesheet_row

Links to: attachment, user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this timesheet
date_startDATE NOT NULLY   The starting date of the timesheet
date_endDATE NOT NULLY   The ending date of the timesheet
acct_dateDATE NOT NULLY   The accounting period date of the transaction
durationCHAR(1) NOT NULL    The duration of the timesheet
'W' - Weekly
'D' - Daily
'M' - Monthly
'B' - Bi-weekly
'S' - Semi-monthly
nameVARCHAR(200) NOT NULL    The name of the timesheet
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
parent_timesheet_idINTEGER NOT NULLY   The id of another timesheet from which this was derived
statusCHAR(1) NOT NULLY   The status of the timesheet
'O' - Open
'S' - Submitted
'A' - Approved
'R' - Rejected
'X' - Archived
totalDECIMAL(12,2) NOT NULL    The total number of hours in the timesheet
date_submittedDATE NOT NULL    The date the timesheet was submitted
date_approvedDATE NOT NULL    The date the timesheet was approved
date_archivedDATE NOT NULL    The date the timesheet was archived
notesMEDIUMTEXT NOT NULL    Notes field
historyMEDIUMTEXT NOT NULL    History of events that occurred to the TimeSheet
unsaved_dataMEDIUMTEXT NOT NULL    This holds the form data for the last timesheet that was submitted but not saved due to errors.
default_customerINTEGER NOT NULL    The default customer this timesheet is associated with.
All new task entries get this default value.
default_projectINTEGER NOT NULL    The default project this timesheet is associated with.
All new task entries get this default value.
default_taskINTEGER NOT NULL    The default task id this timesheet is associated with.
All new task entries get this default value.
default_categoryINTEGER NOT NULL    The default category this timesheet is associated with.
All new task entries get this default value.
default_timetypeINTEGER NOT NULL    The default timetype this timesheet is associated with.
All new task entries get this default value.
default_payroll_typeINTEGER NOT NULL    The default payroll type this timesheet is associated with.
All new task entries get this default value.
default_per_rowMEDIUMTEXT NOT NULL    Holds a data structure of per row defaults. The format is as follows:
Multiple CSV rows with each row having the element name
('cp','category' etc.) as the first record and then the id values per row
submit_warningCHAR(1) NOT NULL    A "1/0" field indicating if the timesheet has an acknowledge warning when submitted
thin_client_idVARCHAR(75) NOT NULLY   Used by thin clients to reconcile imported records
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
start_end_month_tsCHAR(1) NOT NULL    Indicator of whather the cross_month timesheet belongs to the end of the current month or beggining of the next month
'E' - belongs to the end of current month, first date in timesheet
'S' - belongs to the start of next month, last date in timesheet
associated_tm_idINTEGER NOT NULLY   Id of complementary timesheet in case of cross month timesheet

top


Table: timesheet_row - Timesheet row is a collection of time entries representing one line in UI

Module: TimeSheet

Characteristics:

Links from: timesheet_row_custom, task

Links to: payroll_type, timetype, project, project_task, customer, job_code, timesheet, category, hierarchy

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
timesheet_idINTEGER NOT NULLYTimesheettimesheet.id The id of the associated timesheet
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the associated project
hierarchy_idINTEGER NOT NULLYHierarchyhierarchy.id The id of the associated hierarchy
project_task_idINTEGER NOT NULLYTaskproject_task.id The id of the task within the associated project
category_idINTEGER NOT NULLYServicecategory.id The id of the associated category.
timetype_idINTEGER NOT NULLYTime typetimetype.id The id of the associated time type
payroll_type_idINTEGER NOT NULLYPayroll typepayroll_type.id The id of the associated payroll type
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the associated job code
positionINTEGER NOT NULLY   The position of the timesheet_row for specific timesheet (0,1,2 etc.)
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: timesheet_row_custom - Table to store custom fields for specific timesheet_row. Defined by switches ta_custom_fields_on_timesheet_grid and ta_custom_fields_on_timesheet_grid_left.

Module: TimeSheet

Characteristics:

Links from:

Links to: cust_field, timesheet_row

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
timesheet_row_idINTEGER NOT NULLY timesheet_row.id Id of the associated timesheet_row
cust_field_idINTEGER NOT NULLYCustom fieldcust_field.id The id of the cust_field referenced by timesheet_row
valueMEDIUMTEXT NOT NULL    Value of the custom field
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified

top


Table: timesheet_status - Timesheet status

Module: Timesheet_status

Characteristics:

Links from:

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the timesheet status
statusCHAR(1) NOT NULLY   The status of the timesheet
'O' - Open
'S' - Submitted
'A' - Approved
'R' - Rejected
'X' - Archived
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this timesheet_status is active
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: timetype - The time types in the TA application. Timetype are things like "regular time","overtime","sick time" etc.

Module: Timetype

Characteristics:

Links from: schedule_request, task, revenue_projection, slip, project_billing_transaction, scheduleexception, timesheet_row, schedule_request_item, slip_projection

Links to: cost_center

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The name of the time type
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is time type is active
payroll_codeVARCHAR(20) NOT NULLY   The payroll code for this timetype
cost_center_idINTEGER NOT NULLYCost centercost_center.id The id of the associated cost center
allowed_in_schedulesCHAR(1) NOT NULLY   A "1/0" field indicating whether this timetype can be selected as the timetype in a schedule_request_item and scheduleexception
default_customerINTEGER NOT NULLY   The id of the default associated customer, when this timetype
is automatically added to an entry on a timesheet
default_projectINTEGER NOT NULLY   The id of the default associated project, when this timetype
is automatically added to an entry on a timesheet
default_categoryINTEGER NOT NULLY   The id of the default associated category, when this timetype
is automatically added to an entry on a timesheet
notesMEDIUMTEXT NOT NULL    Notes
project_task_not_reqCHAR(1) NOT NULL    If the feature to require a project task on timesheets is enabled this allows the feature to be overridden for this timetype
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: todo - A todo is something that needs to be done

Module: Todo

Characteristics:

Links from:

Links to: attachment, deal, customer, user, contact

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id The id of the user the todo is assigned to
created_by_idINTEGER NOT NULLYUseruser.id The id of the user who created the todo
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
deal_idINTEGER NOT NULLYDealdeal.id The id of the associated deal
contact_idINTEGER NOT NULLYContactcontact.id The id of the associated contact
nameVARCHAR(200) NOT NULL    The name/description of the todo
statusCHAR(1) NOT NULL    Todo status N = Not Started, C = Completed, W = Waiting, D = Deferred, A = Active
priorityCHAR(1) NOT NULL    Todo priority (1 - 9)
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this todo
notesMEDIUMTEXT NOT NULL    Notes field
startDATETIME NOT NULL    Date and time the task is to be started
dueDATETIME NOT NULL    Date and time the task is due
finishedDATETIME NOT NULL    Date and time the task was finished
exportedDATETIME NOT NULL    Date and time the record was marked as "exported"
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: up_rate - This table holds the user project rate combinations. This is used for user/project billing and project billing.

Module:

Characteristics:

Links from:

Links to: project_billing_rule, project, customer, job_code, user, category

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
customer_idINTEGER NOT NULLYClientcustomer.id The id of the associated customer
project_idINTEGER NOT NULLYProjectproject.id The id of the project this rate is associated with
user_idINTEGER NOT NULLYUseruser.id The id of the user this rate is associated with
category_idINTEGER NOT NULLYServicecategory.id The id of the category this rate is associated with, this is only used in the context of project billing rules
job_code_idINTEGER NOT NULLYJob codejob_code.id The id of the job code this rate is associated with, this is only used in the context of project billing rules
project_billing_rule_idINTEGER NOT NULLYBilling ruleproject_billing_rule.id If project billing rules are used this is the id of the associated project billing rule
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record
rateDECIMAL(16,2) NOT NULL (Money)    The billing rate
durationCHAR(1) NOT NULL   HH - hourly billing rate
D - Daily billing rate
notesMEDIUMTEXT NOT NULL    Description/notes
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: user - The user information table. The first user is considered the primary administrative user.

Module: User

Characteristics:

Links from: list_layout_favorite, department, report_run_history, issue, workspace_user, layout, project_task_assign, shared_folder, resource_request, resourcesearch_advanced, envelope, baseline_by_day, schedule_script_deployment_log, purchaser, history, resource_request_queue, estimate_labor, leave_accrual_transaction, user_stat, scheduleexception, purchase_item, schedule_script_deployment, list_view_layout, cust_field, booking_request, project_transfer, loaded_cost, project_baseline, resourceprofile_approval, revenue_projection, user_login, billing_action, booking_by_day, preference, api_session, form_script_deployment, user_tag_by_day, todo, alert, switch_history, project_assignment_profile_filter, resourceprofile_approval_line, assign_by_day, project_task_estimate, switch, adhoc_report, target_utilization, entity_tag, purchaseorder, workschedule, timer, slip, authorization, revenue_recognition_transaction, booking, budget_allocation, proposal, pending_booking, job_code_history, user, resource_attachment, timesheet, request_item, project_assign, schedule_request, workspace, template, up_rate, list_layout, event, project_billing_transaction, report, resourceprofile, actual_cost, form_script_deployment_log, proxy, project_mutex_override, project, deal_booking_request, folder, project_budget_group, schedule_request_item, line_manager, ticket_approval, deal, project_group_assign, snapshot, reimbursement, approvalprocess_rule, shared_report, ticket, discussion, discussion_message, newsfeed_message, owner, leave_accrual_rule_to_user, approval, list_layout_user, time_card, task, viewfilter, purchaserequest, schedule_by_day, filter_user, slip_projection, customer, authorization_item

Links to: territory, attachment, cost_center, filter_set, department, approvalprocess, user_location, customer, user, job_code, role, workschedule

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique user id. Automatically assigned by the system.
customer_idINTEGER NOT NULLYClientcustomer.id If this User is a Customer role, this is the customer.id for that customer
genericCHAR(1) NOT NULLY   A "1/0" field indicating whether this is a generic resource
nicknameVARCHAR(50) NOT NULLY   The users nickname. This must be unique
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
department_idINTEGER NOT NULLYDepartmentdepartment.id The id of the associated department
cost_center_idINTEGER NOT NULLYCost centercost_center.id The id of the associated cost center
passwordVARCHAR(250) NOT NULL    The users password
password_forced_changeCHAR(1) NOT NULL    A "1/0" field indicating where a user must change password at next login.
password_createdDATE NOT NULL    The date the password was created, used for expiration
nameVARCHAR(200) NOT NULLY   The name used for display in lists - programmatically generated if not entered
firstVARCHAR(50) NOT NULL    The users first name
middleVARCHAR(50) NOT NULL    The users middle name
lastVARCHAR(50) NOT NULL    The users last name
salutationVARCHAR(15) NOT NULL    The users salutation
emailVARCHAR(255) NOT NULL    Users email address
address1VARCHAR(50) NOT NULL    Address line one
address2VARCHAR(50) NOT NULL    Address line two
address3VARCHAR(50) NOT NULL    Address line three
address4VARCHAR(50) NOT NULL    Address line four
cityVARCHAR(50) NOT NULL    City
stateVARCHAR(25) NOT NULL    State/province
zipVARCHAR(15) NOT NULL    ZIP/postal code
countryVARCHAR(30) NOT NULL    Country
phoneVARCHAR(30) NOT NULL    Phone number
mobileVARCHAR(30) NOT NULL    Mobile number
faxVARCHAR(30) NOT NULL    Fax number
hintVARCHAR(200) NOT NULL    Password hint
ssnVARCHAR(75) NOT NULL    SSN Numbers
timezoneCHAR(6) NOT NULLY   Timezone. Read-only value (mirrors user-level switch 'timezone'). If empty, implies the account timezone.
te_approverINTEGER NOT NULL Envelope approveruser.id The user_id of the expense report approver if this is a single approver process.
This field is mutually exclusive with te_approvalprocess
If -1 then the approver is the manager
If -2 then the approver is the manager's manager
te_allowance_approverINTEGER NOT NULL Allowance approveruser.id The user_id of the allowance report approver if this is a single approver process.
This field is mutually exclusive with te_allowance_approvalprocess
If -1 then the approver is the manager
If -2 then the approver is the manager's manager
az_approverINTEGER NOT NULL Authorizations approveruser.id The user_id of the expense authorization approver if this is a single approver process.
This field is mutually exclusive with az_approvalprocess
If -1 then the approver is the manager
If -2 then the approver is the manager's manager
ta_approverINTEGER NOT NULL Timesheet approveruser.id The user_id of the timesheet approver if this is a single approver process
This field is mutually exclusive with ta_approvalprocess
If -1 then the approver is the manager
If -2 then the approver is the manager's manager
sr_approverINTEGER NOT NULL Schedule requests approveruser.id The user_id of the schedule request approver if this is a single approver process
This field is mutually exclusive with sr_approvalprocess
If -1 then the approver is the manager
If -2 then the approver is the manager's manager
br_approverINTEGER NOT NULL Booking requests approveruser.id The user_id of the booking request approver if this is a single approver process
This field is mutually exclusive with br_approvalprocess
If -1 then the approver is the manager
If -2 then the approver is the manager's manager
dr_approverINTEGER NOT NULL Deal booking requests approveruser.id The user_id of the deal booking request approver if this is a single approver process
This field is mutually exclusive with br_approvalprocess
If -1 then the approver is the manager
If -2 then the approver is the manager's manager
pb_approverINTEGER NOT NULL Proposals approveruser.id The user_id of the proposal approver if this is a single user approver process
This field is mutually exclusive with pb_approvalprocess
If -1 then the approver is the manager
If -2 then the approver is the manager's manager
pr_approverINTEGER NOT NULL Purchase requests approveruser.id The user_id of the purchase request approver if this is a single user approver process
This field is mutually exclusive with pr_approvalprocess
If -1 then the approver is the manager
If -2 then the approver is the manager's manager
po_approverINTEGER NOT NULL Purchase orders approveruser.id The user_id of the purchase order approver if this is a single user approver process
This field is mutually exclusive with po_approvalprocess
If -1 then the approver is the manager
If -2 then the approver is the manager's manager
rm_approverINTEGER NOT NULL Bookings approveruser.id The user_id of the booking approver if this is a single user approver process
This field is mutually exclusive with rm_approvalprocess
If -1 then the approver is the manager
If -2 then the approver is the manager's manager
bg_approverINTEGER NOT NULL  approveruser.id The user_id of the project budget approver if this is a single approver process
This field is mutually exclusive with bg_approvalprocess
If -1 then the approver is the owners manager
If -2 then the approver is the owners manager's manager
rp_approverINTEGER NOT NULL Profiles approveruser.id The user_id of the resource profile approver if this is a single approver process
This field is mutually exclusive with rp_approvalprocess
If -1 then the approver is the owners manager
If -2 then the approver is the owners manager's manager
te_approvalprocessINTEGER NOT NULL Envelope approval processapprovalprocess.id The approvalprocess_id of the expense report approval process
This field is mutually exclusive with te_approver
te_allowance_approvalprocessINTEGER NOT NULL Allowance approval processapprovalprocess.id The approvalprocess_id of the allowance report approval process
This field is mutually exclusive with te_allowance_approver
az_approvalprocessINTEGER NOT NULL Authorizations approval processapprovalprocess.id The approvalprocess_id of the expense authorization approval process
This field is mutually exclusive with az_approver
ta_approvalprocessINTEGER NOT NULL Timesheet approval processapprovalprocess.id The approvalprocess_id of the timesheet approval process
This field is mutually exclusive with ta_approver
pb_approvalprocessINTEGER NOT NULL Proposals approval processapprovalprocess.id The approvalprocess_id of the proposals approval process
This field is mutually exclusive with pb_approver
pr_approvalprocessINTEGER NOT NULL Purchase requests approval processapprovalprocess.id The approvalprocess_id of the purchase request approval process
This field is mutually exclusive with pr_approver
po_approvalprocessINTEGER NOT NULL Purchase orders approval processapprovalprocess.id The approvalprocess_id of the purchase order approval process
This field is mutually exclusive with po_approver
sr_approvalprocessINTEGER NOT NULL Schedule requests approval processapprovalprocess.id The approvalprocess_id of the schedule_request approval process
This field is mutually exclusive with sr_approver
br_approvalprocessINTEGER NOT NULL Booking requests approval processapprovalprocess.id The approvalprocess_id of the booking_request approval process
This field is mutually exclusive with br_approver
dr_approvalprocessINTEGER NOT NULL Deal booking requests approval processapprovalprocess.id The approvalprocess_id of the deal_booking_request approval process
This field is mutually exclusive with br_approver
rm_approvalprocessINTEGER NOT NULL Bookings approval processapprovalprocess.id The approvalprocess_id of the booking approval process
This field is mutually exclusive with rm_approver
bg_approvalprocessINTEGER NOT NULL  approval processapprovalprocess.id The approvalprocess_id of the project budget approval process
This field is mutually exclusive with bg_approver
rp_approvalprocessINTEGER NOT NULL Profiles approval processapprovalprocess.id The approvalprocess_id of the resource profile approval process
This field is mutually exclusive with rp_approver
workschedule_idINTEGER NOT NULLYWork scheduleworkschedule.id The ID of the associated user workschedule.
week_startsINTEGER NOT NULL    The day the week starts for this user
Monday is 0
Sunday is 6
rateDECIMAL(16,2) NOT NULL (Money)    The hourly billing rate
currencyCHAR(3) NOT NULL (Currency)    The currency for money fields
payroll_codeVARCHAR(20) NOT NULLY   The payroll code for this user
activeCHAR(1) NOT NULLY   A "1/0" field indicating where this is designated as an active user.
role_idINTEGER NOT NULLYRolerole.id The ID of the associated role.
job_code_idINTEGER NOT NULLYJob codejob_code.id The ID of the current job code this user belongs to
line_manager_idINTEGER NOT NULLYManageruser.id The ID of this user's line manager (will actually be another user_id)
attachment_idINTEGER NOT NULLYDocument/folderattachment.id If non-zero, the attachment record associated with this user
primary_filter_setINTEGER NOT NULL  filter_set.id The ID of the primary filter set for this user
ma_filter_setINTEGER NOT NULL  filter_set.id The ID of the optional filter set for the My Account module
km_filter_setINTEGER NOT NULL  filter_set.id The ID of the optional filter set for the Workspaces module
om_filter_setINTEGER NOT NULL  filter_set.id The ID of the optional filter set for the Opportunties module
rm_filter_setINTEGER NOT NULL  filter_set.id The ID of the optional filter set for the Resources module
pm_filter_setINTEGER NOT NULL  filter_set.id The ID of the optional filter set for the Projects module
ta_filter_setINTEGER NOT NULL  filter_set.id The ID of the optional filter set for the Timesheets module
te_filter_setINTEGER NOT NULL  filter_set.id The ID of the optional filter set for the Expenses module
po_filter_setINTEGER NOT NULL  filter_set.id The ID of the optional filter set for the Purchases module
tb_filter_setINTEGER NOT NULL  filter_set.id The ID of the optional filter set for the Invoices module
report_filter_setINTEGER NOT NULL  filter_set.id The ID of the optional filter set for Reporting
bcc_selfCHAR(1) NOT NULL    A "1/0" field, "1" meaning the user wishes to bcc self on all emails
territory_idINTEGER NOT NULLYTerritoryterritory.id The ID of the territory this User belongs to
user_location_idINTEGER NOT NULLYUser locationuser_location.id The location ID for this user
lockedCHAR(1) NOT NULLY   A "1/0" field indicating if this user is locked
support_loginCHAR(1) NOT NULL    A "1/0" field indicating if support has permission to login
project_access_nodesVARCHAR(250) NOT NULL    Comma delimited list of hierarchy node ids for project level access control
security_question_1INTEGER NOT NULL    The id of the first security question
security_answer_1VARCHAR(250) NOT NULL    User answer to security question 1
security_question_2INTEGER NOT NULL    The id of the second security question
security_answer_2VARCHAR(250) NOT NULL    User answer to security question 2
security_question_3INTEGER NOT NULL    The id of the third security question
security_answer_3VARCHAR(250) NOT NULL    User answer to security question 3
failed_security_challengeCHAR(1) NOT NULLY   A "1/0" field indicating if the user failed the security challenge
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes
rpc_user_updatedTIMESTAMP    Time of the last update of resource profile for this user via web
rpc_updated_byINTEGER NOT NULL Useruser.id User ID of user who updated the resource profile
rpc_api_updatedTIMESTAMP    Time of the last update of resource profile for this user via API

top


Table: user_location - The table to describe a user location

Module: User_location

Characteristics:

Links from: line_manager, owner, user, ticket, item_to_user_location

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The location name
notesMEDIUMTEXT NOT NULL    Notes
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
activeCHAR(1) NOT NULLY   A "1/0" field indicating whether this is active
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: user_login - The user_login table holds login records.

Module: User_login

Characteristics:

Links from:

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
logintimeDATETIME NOT NULL    Time of login
statusCHAR(1) NOT NULLY   The status of the login
'S' - Successful
'P' - Password incorrect
'I' - Inactive user
'L' - Locked user
'R' - Restricted IP address
sourceVARCHAR(50) NOT NULL    The location the login originated from, typically an IP address
apiCHAR(1) NOT NULL    Login mechanism
'' - interactive(non-api) login
'1' - XML API login
'2' - SOAP API login
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created.
updatedTIMESTAMP    Time the record was last updated or modified.

top


Table: user_stat - The user_stat table holds user statistics.

Module: User_stat

Characteristics:

Links from:

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id The id of the associated user
logintimeDATETIME NOT NULL    Time of last login
login_countINTEGER NOT NULL    Number of times the user has logged in
api_logintimeDATETIME NOT NULL    Time of last API login
api_countINTEGER NOT NULL    Number of times the user has logged in through API
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created.
updatedTIMESTAMP    Time the record was last updated or modified.

top


Table: user_tag_by_day - A by day representation of the entity_tag table rows with user_id>0

Module:

Characteristics:

Compound Indexes: c1=date,user_id,tag_group_id

Links from:

Links to: user, tag_group_attribute, tag_group, entity_tag

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id The id of the associated user.
entity_tag_idINTEGER NOT NULLYEntity tagentity_tag.id The id of the associated entity_tag
tag_group_idINTEGER NOT NULLYTag grouptag_group.id The id of the associated tag_group
tag_group_attribute_idINTEGER NOT NULLYTag group attributetag_group_attribute.id The id of the associated tag_group_attribute
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
deletedCHAR(1) NOT NULLY   A "1/0" field indicating the record has been deleted
dateDATE NOT NULLY   The date of the user entity_tag or 0000-00-00 for default
tag_group_attribute_id for the user/tag_group pair

top


Table: valuelist_custom_field - Holds the individual values of a custom field valuelist, along with their associated positions.

Module: Valuelist::CustomField

Characteristics:

Links from:

Links to: owner

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
owner_idINTEGER NOT NULL  owner.id The id of the owner of this valuelist.
positionINTEGER NOT NULL    The position in the valuelist.
valueMEDIUMTEXT NOT NULL    The value of the item.
subsetINTEGER NOT NULL    The organizational subset of the item. (i.e. in a dependent custom field, the id of the parent's valuelist item where this item should be visible)
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: vehicle - The table to describe a vehicle. May be associated with tickets or slips.

Module: Vehicle

Characteristics:

Links from: slip_projection, revenue_projection, slip, ticket

Links to:

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULL    The vehicle name. This shows up on all the vehicle popups in the application.
vehicle_fuelCHAR(1) NOT NULLY   The type of fuel.
'G' is gas
'D' is diesel
vehicle_ownershipCHAR(1) NOT NULLY   The ownership of the vehicle
'P' is privately owned
'C' is company owned
vehicle_engine_sizeVARCHAR(10) NOT NULLY   The engine size
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: vendor - The vendor table. The vendor, seller or supplier of goods and/or services.

Module: Vendor

Characteristics:

Links from: product, request_item, ticket, purchase_item, purchaseorder

Links to: tax_location

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique vendor id. Automatically assigned by the system.
nameVARCHAR(200) NOT NULLY   The vendor name. This shows up on all the vendor popups in the application.
attentionVARCHAR(50) NOT NULL    Purchase orders sent attention to.
address1VARCHAR(50) NOT NULL    Address line one
address2VARCHAR(50) NOT NULL    Address line two
address3VARCHAR(50) NOT NULL    Address line three
address4VARCHAR(50) NOT NULL    Address line four
cityVARCHAR(50) NOT NULL    City
stateVARCHAR(25) NOT NULL    State/province
zipVARCHAR(15) NOT NULL    ZIP/postal code
countryVARCHAR(30) NOT NULL    Country
webVARCHAR(255) NOT NULL    Web address
emailVARCHAR(255) NOT NULL    Vendor email address to send purchase orders to.
phoneVARCHAR(30) NOT NULL    Phone number
faxVARCHAR(30) NOT NULL    Fax number
currencyCHAR(3) NOT NULL (Currency)    Currency for the money fields in the record.
Also the default currency when a purchase order is created
purchaseorder_textVARCHAR(100) NOT NULL    Text to display on every purchaseorder
purchaseorder_email_textMEDIUMTEXT NOT NULL    Extra text to include in emails announcing purchaseorders
termsVARCHAR(200) NOT NULL    Standard payment terms for the vendor.
acct_codeVARCHAR(75) NOT NULL    Optional accounting system code for integration with external accounting systems.
external_idVARCHAR(150) NOT NULLY   If the record was imported from an external system you store the unique external record id here.
notesMEDIUMTEXT NOT NULL    Vendor notes.
tax_rate_federalDECIMAL(8,2) NOT NULL    The federal tax rate for this vendor
tax_rate_stateDECIMAL(8,2) NOT NULL    The state tax rate for this vendor
tax_location_idINTEGER NOT NULLYTax locationtax_location.id The id of the associated tax location
activeCHAR(1) NOT NULLY   A "1/0" field indicating where this is designated as an active vendor "1/0".
deletedCHAR(1) NOT NULLY   A "1/0" field indicating if the record was deleted
createdDATETIME NOT NULL    Time the record was created
updatedTIMESTAMP    Time the record was last updated or modified
auditMEDIUMTEXT NOT NULL    Audit trail of changes

top


Table: viewfilter - Whole-list filtering of lists or calendars

Module: ViewFilter

Characteristics:

Links from: viewfilter_rule

Links to: user

Fields
NameTypeIndexLabelLinkDefaultDescription
idINTEGER AUTO_INCREMENT NOT NULLP   Unique id. Automatically assigned by the system.
user_idINTEGER NOT NULLYUseruser.id The user who created this filter
nameVARCHAR(200) NOT NULLY   The internal name of the data set (list/calendar) this filter is applied to
labelVARCHAR(200) NOT NULLY   The name given to this filter. It will appear in the "Filter:" dropdown menu.
match_allCHAR(1) NOT NULL    A "1/0" field, 1 if all rules must be met, 0 if any of the rules must be met.
notesMEDIUMTEXT NOT NULL    Any comments about this filter
deletedCHAR(1) NOT NULLY   A "1/0" field indicating