Overview

This page lists the fields in each ConnectWise PSA™ (Manage) On-Premises dataset and the name and location of each field in PSA.

 

NOTE: Parts of the document are still being populated.

 

Assigned Resources Open Tickets

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
acknowledgement_date	Responded	Service Desk >Ticket > SLA Status	DateTime	The first response date for the ticket. In reference to the SLA status being flagged for first response
age_days	Age	Service Desk > Ticket > Ticket tab	Number	The total number of days a ticket has been open.
agreement_status	Agreement Status	Agreements > Agreement Tab	String	The current status of the agreement.
agreement_type	Agreement Type	Agreements > Agreement Tab	String	The type associated with the agreement that the ticket is associated with.
assigned_resource	Resource	Service Desk > Ticket > Schedule > Resource & Meetings	String	The full name of the resource associated with the schedule.
board	Board	Service Desk > Ticket > Ticket Pod	String	The current board that the ticket is associated with.
closed_flag	Marked Done	Service Desk >Ticket > Audit Trail	String	Dictates whether a ticket is open or closed based on the date_closed.
company_id	Company ID	Companies > Company tab > Company Details	String	The company ID of the company that submitted the ticket.
company_name	Company	Ticket > Ticket tab	String	The company that submitted the ticket.
customer_updated	Customer updated	Ticket > Ticket tab > checkbox under Notes	String	Dictates whether or not a customer has updated a ticket.
date_last_updated	Last Updated	Ticket > Ticket tab	DateTime	The date a ticket was last updated.
date_opened	Entered	Service Desk > Ticket	DateTime	The date a ticket was opened.
hours_actual	Hours Actual	Service Desk > Ticket > Time Tab	Number	The actual hours worked on the schedule.
hours_scheduled	No name, found between dates on schedule	Ticket > Time tab	Number	The number of hours scheduled on a ticket.
id			Number	The recid associated with the schedule.
member_id	Resource	Service Desk > Ticket > Schedule > Resource & Meetings	String	The member ID of the resource associated with the schedule.
metresplansla	Will appear in the audit trail as met or unmet for the corresponding SLA trigger record	Service Desk >Ticket > Audit Trail	String	Denotes whether or not a ticket has met the Resolution Plan SLA.
metresponsesla	Will appear in the audit trail as met or unmet for the corresponding SLA trigger record	RespondedService Desk >Ticket > Audit Trail	String	Denotes whether or not a ticket has met the Response SLA.
priority	priority	Ticket > Ticket tab > Ticket pod	String	The set priority of the ticket.
project_manager	Role	Project>Team	String	The manager associated with the project that is tied to the schedule.
project_name	Project Name	Project	String	The name of the project.
project_number	Project ID	Project	Number	The project number tied to the project.
project_number_name_and_phase	N/A	N/A	String	The project number, name, and phase.
project_phase	Phase	Project > Work Plan	String	The current phase of the project.
project_status	Status	Project	String	The current status of the project.
project_type	Type	Project	String	The type associated with the project.
resolution_plan_date	Resolution Plan	Service Desk >Ticket > Audit Trail >  Resolution Plan	String	The date that the ticket entered the SLA stage "We Have a Plan".
resolved_flag	Escalation Level is resolved	Service Desk >Ticket > Audit Trail	String	Denotes whether a ticket is resolved.
response_date	Responded	Service Desk >Ticket > Audit Trail > Responded	String	The first response date for the ticket.
schedule_acknowledged_date	technician Marked Acknowledged	Service Desk >Ticket > Audit Trail	DateTime	The date a schedule was acknowledged.
schedule_acknowledgement_flag	Acknowledge	Service Ticket > Schedule tab > Resource > Acknowledge checkbox	Boolean	Denotes whether a schedule was acknowledged.
schedue_close_flag	Marked Done	Service Ticket > Schedule tab	Boolean	Denotes whether a schedule is closed.
scheduled_date_end		Service Desk > Ticket > Schedule > Resource & Meetings	DateTime	The scheduled end date for the ticket tied to the schedule.
scheduled_date_start	?	Service Desk > Ticket > Schedule > Resource & Meetings	DateTime	The scheduled start date for the ticket tied to the schedule.
schedule_entered	New Schedule Record Added	Service Desk >Ticket > Audit Trail	DateTime	The date a schedule was entered in Connectwise.
sla_escalation_status	SLA Status	Ticket > Ticket tab > Ticket pod	String	Denotes which SLA Stage the ticket is in.
status	Status	Ticket > Ticket tab > Ticket pod	String	The current status associated with the ticket.
sub_type	Subtype	Ticket > Ticket tab > Ticket pod	String	The current sub-type associated with the ticket.
summary	Summary	Ticket > Ticket tab > Ticket pod	String	The ticket summary tied to the ticket.
ticket_number	Service Ticket	Ticket	Number	The ticket number associated with the schedule.
ticket_resplan_by	Will appear in the audit trail as met or unmet for the corresponding SLA trigger record	Service Desk >Ticket > Audit Trail	String	The technician who set the "We Have a Plan" SLA stage.
ticket_responded_by	Will appear in the audit trail as met or unmet for the corresponding SLA trigger record	Service Desk >Ticket > Audit Trail	String	The technician who initially acknowledged the ticket.
time_to_acknowledgement_minutes	Will appear in the audit trail as met or unmet for the corresponding SLA trigger record	Service Desk >Ticket > Audit Trail	Number	The amount of time it took for a ticket to be responded to.
time_to_resolution_plan_hours	Will appear in the audit trail as met or unmet for the corresponding SLA trigger record	Service Desk >Ticket > Audit Trail	Number	The amount of time it took for a ticket to go from "Acknowledged" to "In Progress".
time_to_response_minutes	Will appear in the audit trail as met or unmet for the corresponding SLA trigger record	Service Desk >Ticket > Audit Trail	Number	The amount of time it took for a ticket to be responded to.
type	Type	Ticket > Ticket tab > Ticket pod	String	The current type associated with the ticket.

 

Activity Data

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
activity_number	-	-	Number	The Numerical identifier assigned to the Activity
agreement	Agreement	Activity > Activity tab > Activity Overview pod	String	The agreement associated with the activity.
agreement_type	Agreement Type	Agreements > Agreement Tab	String	The type of agreement associated with the activity.
assigned_by	Assigned By	Activity > Activity tab > Activity Overview pod	String	The name of the member who assigned the activity.
assigned_to	Assigned To	Activity > Activity tab > Activity Overview pod	String	The name of the member the activity is assigned to.
closed_flag	Closed Flag		Boolean	Indicates whether the activity has been closed.
company	Company	Activity > Activity tab > Activity Overview pod	String	The name of the company the activity is for.
contact	Contact	Activity > Activity tab > Activity Overview pod	String	The primary contact from the company.
date_closed		Activity > Activity tab > Audit Trail	DateTime	The date the activity was closed.
date_entered		Activity > Activity tab > Audit Trail	DateTime	The date the activity was entered.
date_scheduled	Due date	Activity > Activity tab	Date	The date the activity was scheduled.
end_time	End Time	Activity > Activity tab > Schedule pod	DateTime	The scheduled activity end time.
hours_actual	?Hours Actual sort of not visible as a sum	Activity > Activity tab >time tab	Number	The number of hours logged on the activity.
hours_scheduled	?All hours technically not visible	Activity > Activity tab > scheduled	Number	The number of hours scheduled on the activity.
id	-	-	String	The row identifier for the dataset
last_update	updated	Activity > Activity tab > History	DateTime	The date the activity was last updated.
location	Location	Setup Tables >  board details > location	String	Location is reference to the ticket board the activity is attached to
marketing_campaign	campaign	Activity > Activity tab	String	The marketing campaign associated with the activity.
notes	Notes	Activity > Activity tab > Notes pod	String	Notes made to the activity
opportunity	Opportunity	Activity > Activity tab > Activity Overview pod	String	The opportunity associated with the activity.
opportunity_number		Activity > Activity tab > Activity Overview pod	Number	The opportunity number of the opportunity associated with the activity.
opportunity_recid			Number	The recid of the opportunity associated with the activity.
opportunity_status			String	The status of the opportunity associated with the activity.
points			Number	Any points assigned to the activity
scheduled_technician			String	Scheduled Technician on the activity
sch_id			Number	The Numerical identifier assigned to the schedule
so_activity_recid			Number	sales order activity record identifier
start_time	Start Time	Activity > Activity tab > Schedule pod	DateTime	The scheduled activity start time.
status	Status	Activity > Activity tab > Activity Overview pod	String	The activity status.
subject			String	Activity title.
ticket	Ticket	Activity > Activity tab > Activity Overview pod	Number	Ticket # the activity is attached to
type	Type	Activity > Activity tab > Activity Overview pod	String	The activity type.

 

Agreements

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
agreement_covers_expenses_flag	Expense checkbox	Agreement > Agreement tab > Application Parameters pod	Boolean	Indicates if the agreement covers expenses.
agreement_covers_list			String
agreement_covers_products_flag	Products checkbox	Agreement > Agreement tab > Application Parameters pod	Boolean	Indicates if the agreement covers products.
agreement_covers_time_flag	Time checkbox	Agreement > Agreement tab > Application Parameters pod	Boolean	Indicates if the agreement covers time.
agreement_date_cancel			DateTime	Date the agreement was canceled
agreement_name	Agreement Name	Agreement > Agreement tab > Agreement pod	String	The name of the agreement.
agreement_status	Agreement Status	Agreement > Agreement tab > Agreement Recap pod	String	The agreement status.
agreement_type	Agreement Type	Agreement > Agreement tab > Agreement pod	String	The agreement type.
application_carryover_allowed			Boolean	Indicates that any unused amount, hours, or incidents carry over to the next application time period.
application_carryover_expires_days	Expires In	Agreement > Agreement tab > Application Parameters pod	Number	The number of days after the agreement expiration date that the carryover expires.
application_limit	Application Limit	Agreement > Agreement tab > Application Parameters pod	Number	The maximum amount of dollars, hours, or incidents provided by the agreement over the selected term.
application_overrun_limit	Limit	Agreement > Agreement tab > Application Parameters pod	Number	The application overrun percentage limit.
application_unit	Application Units	Agreement > Agreement tab > Application Parameters pod	String	The unit by which service calls are applied against the contract (Amount, Hours, Incidents).
application_unlimited_flag	Unlimited checkbox	Agreement > Agreement tab	Boolean	Indicates that no maximum applies to the application limit.
balance_available			Number	Current balance available against the agreement
billing_amount	Billing Amount	Agreement > Agreement tab > Recurring Invoice Parameters pod	Number	The amount to be invoiced for the agreement each billing cycle.
billing_cycle	Billing Cycle	Agreement > Agreement tab > Recurring Invoice Parameters pod	String	The billing cycle for the agreement.
billing_terms			String	The billing terms assigned to the agreement.
business_group			String	Business Group assigned against the company with the agreement
cancelled_flag	Cancel checkbox	Agreement > Agreement tab > Agreement pod	Boolean	Indicates that this agreement is canceled.
cancel_reason	Cancellation Reason	Agreement > Agreement tab > Agreement pod	String	The reason the agreement was canceled.
child_addition_cost			Number	Total cost of additions attached to the child agreements
child_agreements			String	The child agreements attached to the parent agreement
child_agreement_types			String	The types associated to the child agreements
child_agreement_margin			Number	The child agreement margins summed and associated to the parent agreement.
child_billing_amount			Number	The child Agreement billing amount
child_ehr			Number	The child agreements effective hourly rate
child_no_addition_ehr			Number	The child agreements effective hourly rate minus additions from being factored in.
child_revenue			Number	The revenue on all child agreements attached to the parent.
company_and_agreement			String	Mashup of the company name and the agreement name.
company_and_agreement_strong			String	Mashup of the company name and the agreement name.
company_name	Company	Agreement > Agreement tab > Company pod	String	The name of the company associated with the agreement.
date_end	End Date	Agreement > Agreement tab > Agreement pod	DateTime	The agreement end date.
date_start	Start Date	Agreement > Agreement tab > Agreement pod	DateTime	The agreement start date.
has_child_agreement			Boolean	A flag checking ifan agreement has child agreements attached to it
id			Number	Row identifier for the dataset
last_agreement_invoice_date	Last Invoice Date	Agreement > Agreement tab > Agreement Recap pod	DateTime	The date of the last agreement invoice created for this agreement.
last_update			DateTime	The date the agreement was last updated.
location	Location	Agreement > Agreement tab > Agreement pod	String	The location the agreement is assigned to.
number_of_child_agreements			Number	Number of child agreements attached to the parent
number_of_cycles			Number	*Number of agreement cylces that have passed
parent_agreement_margin			Number	Margin on the parent agreement
parent_billing_amount			Number	Parent agreements billing amount.
parent_ehr			Number	Parent agreements effective hourly rate.
parent_no_addition_ehr			Number	Parent agreements effective hourly rate minus additions.
parent_revenue			Number	Parent agreements revenue.
parent_addition_cost			Number	Cost of all additions rolled up against the parent agreement.
sla_name	SLA	Agreement > Agreement tab > Agreement pod	String	The SLA for the agreement.
total_addition_cost			Number	Total addition cost of the parent and child agreements
total_agreement_amount_billed			Number	Total Agreement amount billed of the child and parent agreement
total_agreement_hours			Number	Total agreement hours of the child and parent agreement
total_agreement_hours_cost			Number	Total hour cost of the child and parent agreement
total_agreement_margin			Number	Total margin for the parent and child agreement
total_cost			Number	Total cost against an agreement with child agreement values rolled into the parent.
total_ehr			Number	Total effective hourly rate against an agreement with child agreement values rolled into the parent.
total_no_addition_ehr			Number	Total effective hourly rate with out additions included against an agreement with child agreement values rolled into the parent.
total_revenue			Number	Total revenue against an agreement with the child rolled into the parent.
updated_by			String	Who last updated the agreement.
valid_flag			Boolean	Valid flag on an agreement.

 

Agreement Data Monthly

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
agreement_covers_expenses_flag	Expense checkbox	Agreement > Agreement tab > Application Parameters pod	Boolean	Indicates if the agreement covers expenses.
agreement_covers_list			String	Indicates if the agreement covers expenses.
agreement_covers_products_flag	Products checkbox	Agreement > Agreement tab > Application Parameters pod	Boolean	Indicates if the agreement covers products.
agreement_covers_time_flag	Time checkbox	Agreement > Agreement tab > Application Parameters pod	Boolean	Indicates if the agreement covers time.
agreement_date_cancel			DateTime	The date the agreement was cancelled.
agreement_name	Agreement Name	Agreement > Agreement tab > Agreement pod	String	The agreement name.
agreement_status	Agreement Status	Agreement > Agreement tab > Agreement Recap pod	String	The agreement status.
agreement_type	Agreement Type	Agreement > Agreement tab > Agreement pod	String	The agreement type.
application_carryover_allowed	Carryover Unused	Agreement > Agreement tab > Application Parameters pod	Boolean	Indicates that any unused amount, hours, or incidents carry over to the next application time period.
application_carryover_expires_days	Expires In	Agreement > Agreement tab > Application Parameters pod	Number	The number of days past the expiration date the carryover can be used.
application_limit	Application Limit	Agreement > Agreement tab > Application Parameters pod	Number	The maximum amount of dollars, hours, or incidents provided by the agreement over the selected term.
application_overrun_limit	Limit	Agreement > Agreement tab > Application Parameters pod	Number	The overrun percentage limit.
application_unit	Application Units	Agreement > Agreement tab > Application Parameters pod	String	The unit by which service calls are applied against the contract (Amount, Hours, Incidents).
application_unlimited_flag	Unlimited checkbox	Agreement > Agreement tab	Boolean	Indicates that no maximum applies to the application limit.
balance_available			Number	The remaining balance available for the current application limit on the agreement.
billing_amount	Billing Amount	Agreement > Agreement tab > Recurring Invoice Parameters pod	Number	The amount to be invoiced for the agreement each billing cycle.
billing_cycle	Billing Cycle	Agreement > Agreement tab > Recurring Invoice Parameters pod	String	The billing cycle for the agreement.
business_group			String	The business group attached to the company.
cancelled_flag	Cancel checkbox	Agreement > Agreement tab > Agreement pod	Boolean	Indicates if the agreement is canceled.
cancel_reason			String	The reason the agreement was cancelled.
child_addition_cost			Number	This is the sum of addition cost of the child agreement.
child_agreements			String	The name of the child agreement.
child_agreement_types			String	The type of the child agreement.
child_all_ehr			Number	The effective hourly rate of the child agreement.
child_hours			Number	The actual hours on the child agreement.
child_labor_cost			Number	The labor cost of on the child agreement.
child_no_addition_cost_ehr			Number	The effective hourly rate of the agreement without the addition cost included.
child_revenue			Number	Total revenue on the child agreement.
company_and_agreement			String	A mashup of the company name and the agreement name.
company_name	Company	Agreement > Agreement tab > Company pod	String	The name of the company the agreement is associated with.
date_agreement_invoiced			DateTime	The date the agreement was invoiced.
date_end	End Date	Agreement > Agreement tab > Agreement pod	DateTime	The agreement end date.
date_start	Start Date	Agreement > Agreement tab > Agreement pod	DateTime	The agreement start date.
department			String	The department for the agreement.
id			String	The record identifier for the dataset.
last_update			DateTime	The date the agreement was last updated.
location	Location	Agreement > Agreement tab > Agreement pod	String	The location of the agreement.
no_end_flag	No End Date	Agreement > Agreement tab > Agreement pod	String	Indicates that the agreement has no end date.
number_of_child_agreements			Number	The number of child agreements attached to the parent.
number_of_cycles			Number	The number of cycles the agreement has been through.
parent_addition_cost			Number	The total cost of additons on the parent agreement.
parent_all_ehr			Number	The effective hourly rate of the parent agreement.
parent_hours			Number	The actual hour of the parent agreement.
parent_labor_cost			Number	The labor cost on the parent agreement.
parent_no_addition_cost_ehr			Number	The effective hourly rate without the addition cost on the parent agreement.
parent_revenue			Number	The total revenue on the parent agreements.
total_addition_cost			Number	The total cost of additions with the children wrapped into the parent.
total_agreement_hours			Number	The total actual hours against the agreement with the childredn wrapped into the parent.
total_agreement_margin			Number	It's the profit margin of the agreement with the child revenue and cost wrapped into the parent.
total_agreement_margin_percentage			Number	The margin percent of the agreement with the child revenue and cost wrapped into the parent.
total_all_ehr			Number	The total effective hourly rate of the agreement with values of the child wrapped into the parent.
total_cost			Number	The total cost on the agreement with values of the child wrapped into the parent.
total_labor_cost			Number	The total cost of labor on the agreement with values of the child wrapped into the parent.
total_no_addition_cost_ehr			Number	The effective hourly rate without the addition cost on the agreement with the child wrapped into the parent.
total_revenue			Number	The total revenue on the agreement with values of the child wrapped into the parent.
updated_by			String	The person who last updated the agreement.
valid_flag			Boolean	The valid flag on the agreement.

 

Assigned Resources Last 210 Days

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
acknowledgement_date			DateTime	The first response date for the ticket.
age_days			Number	The total number of days a ticket has been open.
agreement_status			String	The current status of the agreement.
agreement_type			String	The type associated with the agreement that the ticket is associated with.
assigned_resource			String	The full name of the resource associated with the schedule.
board			String	The current board that the ticket is associated with.
closed_flag			Boolean	A flag that dictates whether a ticket is open or closed based on the date_closed.
company_id			String	The ID of the company that submitted the ticket.
company_name			String	The company that submitted the ticket.
customer_updated			String	A flag that denotes whether or not a customer has updated a ticket.
date_closed			DateTime	The date a ticket was closed.
date_last_updated			DateTime	The date a ticket was last updated.
date_opened			DateTime	The date a ticket was opened.
hours_actual			Number	The actual hours worked on the schedule.
hours_scheduled			Number	The number hours scheduled on the ticket.
id			Number	The schedule_recid associated with the schedule.
member_id			String	The member ID of the resource associated with the schedule.
metresolutionsla			String	Denotes whether or not a ticket has met the Resolution SLA.
metresplansla			String	Denotes whether or not a ticket has met the Resolution Plan SLA.
metresponsesla			String	Denotes whether or not a ticket has met the Response SLA.
priority			String	The set priority of the ticket.
project_manager			String	The manager associated with the project that is tied to the schedule.
project_name			String	The name of the project.
project_number			Number	The project number tied to the project.
project_number_name_and_phase			String	The project number, name, and phase.
project_phase			String	The phase that the project is currently in.
project_status			String	The current status of the project.
project_type			String	The type associated with the project.
resolution_date			DateTime	The date a ticket was resolved.
resolution_plan_date			DateTime	The date that the ticket entered the SLA stage "We Have a Plan".
resolved_flag			Boolean	Denotes whether or not a ticket is resolved.
response_date			DateTime	The first response date for the ticket.
schedule_acknowledged_date			DateTime	The date a scheduled was acknowledged.
schedule_acknowledgement_flag			Boolean	Denotes whether or not a schedule was acknowledged.
schedule_close_flag			Boolean	Denotes whether or not the schedule is closed.
scheduled_date_end			DateTime	The scheduled end date for the ticket tied to the schedule.
scheduled_date_start			DateTime	The scheduled start date for the ticket tied to the schedule.
schedule_entered			DateTime	The date a schedule was entered in Connectwise.
status			String	The current status associated with the ticket.
sub_type			String	The current subtype associated with the ticket.
summary			String	The summary tied to the ticket.
ticket_closed_by			String	The technician that closed the ticket.
ticket_number			Number	The ticket number that is associated with the schedule.
ticket_resolved_by			String	The technician that resolved the ticket.
time_to_acknowledgement_minutes			Number	The amount of time it took for a ticket to be responded to.
time_to_resolution_hours			Number	The amount of time it took for a ticket to be resolved.
time_to_resolution_plan_hours			Number	The amount of time it took for a ticket to go from "Acknowledged" to "In Progress".
time_to_response_minutes			Number	The amount of time it took for a ticket to be responded to.
type			String	The current type associated with the ticket.

 

Company Data

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
account_number			String	Account number associated to the Company.
annual_revenue	Annual Revenue	Company > Profile tab > Profile Overview pod	Number	The company's annual revenue.
billable_flag			Boolean	Billable Flag against the company.
billing_terms			String	Billing terms on the company.
company_name	Company	Company > Company tab > Company pod	String	The company name.
company_team_ids			String	The Id for the teams attached to the company.
company_team_names			String	String of the teams and roles which have been assigned to the company.
contact	Name	Company > Company tab > Primary Contact pod	String	The name of the primary contact for the company.
currency	Currency	Company Finance > Summary tab > Finance Details pod	String	The currency setting for invoicing.
date_acquired			DateTime	Date the company was acquired.
date_entered	Entered	Company list view	DateTime	The date the company was entered into PSA.
email	Email	Company > Company tab > Primary Contact pod	String	The email address for the primary contact.
id			Number	The identifier for the dataset records.
internal_location			String	Also referred to as the company territory.
last_update	Last Update	Company list view	DateTime	The date the company was last updated.
lead_flag	Is this company a lead?	Company > Profile tab > Profile Overview pod	Boolean	Indicates if the company is a lead.
lead_source	Source List	Company > Profile tab > Profile Overview pod	String	The source of where the Company information came from (a third party marketing firm, Internet leads, etc.).
market	Market	Company > Company tab > Company Details pod	String	The segment of the company's market classification (for example, healthcare, education, government, etc.).
number_of_employees	Employees	Company > Profile tab > Profile Overview pod	Number	The number of employees within the company.
parent_company	Parent Company	Company > Profile tab > Profile Overview pod	String	The parent company.
parent_flag			Boolean	A flag for if the company is considered the parent of another company.
phone_number	Phone	Company > Company tab > Company pod	String	The default company phone number.
revenue_year	Revenue Year	Company > Profile tab > Profile Overview pod	Number	The year that applies to the revenue amount entered in the Annual Revenue field.
status	Status	Company > Company tab > Company Details pod	String	The company status.
tax_code	Tax Code	Company Finance > Summary tab > Finance Details pod	String	The default tax code for the company.
type	Type	Company > Company tab > Company Details pod	String	The type of company (e.g., client, prospect, former client).
unsubscribe_flag			Boolean	The unsubscribe flag.
updated_by	Updated By	Company list view	String	The name of the member who last updated the company data.
vendor_nbr	Vendor ID	Company Finance > Summary tab > Finance Details pod	String	The vendor ID for the Purchasing and Inventory add-on modules.
website	Web Site	Company > Company tab > Company pod	String	The company website address.

 

Configuration Data

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
address_line1			String	Address line on the configuration.
address_line2			String	Second address line on the configuration if applicable.
city			String	City attached to the configuration.
company_name	Company	Configuration > Configuration tab > Company pod	String	The name of the company the configuration is associated with.
config_name	Configuration Name	Configuration Name	String	The configuration name.
configstatus	Status	Configuration > Configuration tab > Configuration Details pod	String	The status of the configuration.
config_type	Type	Configuration > Configuration tab > Configuration Details pod	String	The configuration type.
contact_name	Contact	Configuration > Configuration tab > Company pod	String	The primary contact for the configuration company.
date_expiration	Expiration Date	Configuration > Configuration tab > Configuration Details pod	DateTime	The date for the configuration to expire.
date_installed	Installed Date	Configuration > Configuration tab > Configuration Details pod	DateTime	The date the configuration item was installed.
date_purchased	Purchase Date	Configuration > Configuration tab > Configuration Details pod	DateTime	The date the product configuration item purchased.
deviceid			String	The identifier assigned to the device.
id			Number	The record identifier of the dataset.
installedby	Installed By	Configuration > Configuration tab > Configuration Details pod	String	The person who installed the configuration.
lastlogin			String	The person who last logged into the configuration
last_update			DateTime	The date the configuration was last updated.
location	Location	Configuration > Configuration tab > Configuration Details pod	String	The default location listed on the Member Screen.
manufacturer	Manufacturer	Configuration > Configuration tab > Configuration Details pod	String	The manufacturer of the configuration item, if applicable.
mgmtlink			String	Empty
model_number	Model Number	Configuration > Configuration tab > Configuration Details pod	String	The model number of the configuration item, if applicable.
postalcode			String	The postal code assigned to the configuration.
serial_number	Serial Number	Configuration > Configuration tab > Configuration Details pod	String	The serial number of the configuration item, if applicable.
state			String	The state assigned to the configuration.
tag_number	Tag Number	Configuration > Configuration tab > Configuration Details pod	String	The tag number assigned to the configuration.
updated_by			String	The last person to update the configuration.

 

Configuration Questions and Answers

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
address_line1			String	Address line on the configuration.
address_line2			String	Second address line on the configuration if applicable.
answer	Configuration Questions	Configuration > Configuration tab > Configuration Questions pod	String	The answers to the questions attached to the configurations.
city			String	City attached to the configuration.
company_id			String	The company idea attached to the configuration.
company_name			String	The name of the company the configuration is associated with.
company_status			String	The status of the company attched to the configuration.
company_type			String	The type assigned to the company to which the configuration is attached.
config_name			String	Name of the configuration.
config_recid			Number	The record identifier of the configuration inside of the database.
configstatus			String	The configuration current status.
config_type			String	The type assigned to the configuration.
contact_name			String	The contact name assigned to the configuration.
date_expiration			DateTime	The expiration dated assigned to the configuration.
date_installed			DateTime	The installation date posted assigned to the configuration.
date_purchased			DateTime	The date the configuration was purchased.
deviceid			String	The id assigned to the configuration.
id			String	The record identifier of the dataset.
installed_by			String	The person who installed the configuration.
lastlogin			String	The last person to login to the configuration.
last_update			DateTime	The last person to update the configuration.
manufacturer			String	The manufacturer listed for the configuration.
mgmtlink			String	Empty
model_number			String	The model number of the device.
number_and_question			String	This is both the number and the question assigned to the configuration.
postalcode			String	The postal code of the company site assigned to the configuration.
question	Question	Setup Tables > Configuration List > Configuration	String	The configuration question.
question_and_number			Number	Configuration question and the number assigned to the question.
serial_number			String	The serial number of the device.
state			String	The state of the company site assigned to the configuration.
tag_number			String	The tag number of the device.
territory			String	The  territory of the company for which the configuration is attached.
updated_by			String	The last person to update the configuration.

 

Contact Data

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
address_line1	Address Line 1	Contact search > Address Line 1 column	String	The street address associated with the contact.
address_line2	Address Line 2	Contact search > Address Line 2 column	String	The street address associated with the contact.
billing_flag			Boolean	The billing flag on the contact.
birthday	Birthday	Contact > Profile tab > Profile pod	DateTime	The contact's birthday.
city	City	Contact search > City column	String	The name of the city the contact's company resides in.
company_id	Company ID	Contact search > Company ID column	String	The company ID associated with the contact's company.
company_name	Company	Contact > Contact Overview pod	String	The name of the company the contact is associated with.
company_status	Company Status	Contact search > Company Status column	String	The status of the company the contact is associated with.
company_type	Company Type	Contact search > Company Type column	String	The type of company the contact is associated with.
contact_full_name			String	The full name of the contact.
contact_type	Type	Contact search > Type column	String	The contact type.
country	Country	Contact search > Country column	String	The contact's country.
date_anniversary	Anniversary Date	Contact > Profile tab > Profile pod	Date	The contact's anniversary date.
date_entered	Entered	Contact search > Entered column	DateTime	The date the contact's information was entered into PSA.
department	Department	Contact > Contact Overview pod	String	The contact's department.
email_address	Email	Contact > Contact Overview pod	String	The contact's email address.
gender	Gender	Contact > Profile tab > Profile pod	String	The contact's gender.
id			Number	The record identifier for the dataset.
last_update			DateTime	The date the contact was last updated.
nickname	Nickname	Contact > Profile tab > Profile pod	String	The contact's nickname.
number_of_employees			Number	The number of employees.
phone_number	Phone	Contact search > Phone Number column	String	The contact's phone number.
relationship	Relationship	Contact > Contact Details pod	String	The contact's relationship to your company.
state	State	Contact search > State column	String	The state the contact's company resides in.
territory	Territory	Contact search > Territory column	String	The territory the contact is associated with.
title	Title	Contact > Contact Overview pod	String	The contact's title.
unsubscribe_flag	Unsubscribed	Contact > Groups tab	Boolean	Indicates whether the contact is subscribed or unsubscribed from the group.
updated_by			String	The last person to update the contact.
zip_code	Zip Code	Contact search > Zip Code column	String	The five-digit ZIP code associated with the company.

 

Invoice Data

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
adj_amount	Service Adjustment Amount	Invoice > Invoice tab > Calculations pod	Number	The adjustment amount applied to the invoice.
aging			Number	If the invoice has been paid then it will give us the time in days between the date invoiced and the date paid.  if it has not been paid it gives the time between the date invoiced and the current time.
aging_status			String	If the invoice has not been paid then it's going to break our aging field into 30 day increments.
agr_amount	Total Agreement Amount	Invoicing > Agreement Invoicing tab	Number	The amount covered by the agreement.
agreement_name	Agreement Name	Invoicing > Agreement Invoicing tab	String	The name of the agreement associated with the invoice.
agr_hours			Number	The agreement hours posted to the invoice.
billing_terms	Billing Terms	Invoice > Invoice tab > Invoice pod	String	The billing terms applied to the invoice.
city			String	The city of the company posted on the invoice.
closed_flag			Boolean	Indicates if the invoice is closed.
company_name			String	The name of the company listed on the invoice.
date_closed			DateTime	The date the invoice was closed.
date_created			DateTime	The date the invoice was created.
date_invoice	Invoice Date	Invoice > Invoice tab > Invoice pod	DateTime	The invoice date.
date_paid	Date Paid	Invoice Search > Invoice List	DateTime	The date the invoice was paid.
downpayment	Down Payment Amount	Invoice > Invoice tab > Calculations pod	Number	The down payment amount.
due_date	Due Date	Invoice > Invoice tab > Invoice pod	DateTime	The due date for the invoice.
expense_amount	Expense Total	Invoice > Invoice tab > Calculations pod	Number	The expense total for the invoice.
id			Number	The record identifier for the dataset.
invoice_amount			Number	The amount invoiced.
invoice_number	Invoice Number	Invoice > Invoice tab > Invoice pod	String	The invoice number.
invoice_type	Invoice Type	Invoice > Invoice tab > Invoice pod	String	The invoice type.
last_update			DateTime	The date the invoice was last updated.
location	Location	Invoice > Invoice tab > Invoice pod	String	The location set on the invoice.
misc_amount			Number	It's the product amount on the invoice.
paid_amount			Number	The paid amount of the invoice.
po_number			String	The purchase order number for the invoice.
progress_amount_applied			Number	The progress amount applied on the inovice.
reference	Reference	Invoice > Invoice tab > Invoice pod	String	The invoice reference.
rem_downpayment			Number	The amount remaining of the down payment.
sales_tax_amount	Sales Tax	Invoice > Invoice tab > Calculations pod	Number	The sales tax amount for the invoice.
sent_flag			Boolean	The sent flag on the invoice.
state_id			String	The state identifier for the company on the invoice.
time_amount			Number	The service amount on the invoice.
zip			String	The zip code for the company for which the invoice is for.

 

Member Data

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
billing_unit			String	The billing unit for the member
daily_capacity	Daily Capacity	Member > Details tab	Number	The member's daily working capacity.
daily_capacity_times_5	N/A	N/A	Number	The member's daily working capacity times five.
date_back	Date Back	In/Out Board > Member	Date	The date the member will return to office.
date_hired	Hire Date	Member > Details tab	DateTime	The date the member was hired.
date_in_out_last_updated	Last Updated	In/Out Board > Last Updated column	DateTime	members last update for the in and out board.
default_service_location	Location	Member > Details tab	String	The members default service location.
default_work_role	Work Role	Member > Details tab	String	The member's default work role.
email	Email	Member > Details tab	String	The member's default email address.
first_name	First Name	Member > Details tab	String	The member's first name.
hourly_rate	Hourly Rate	Member > Details tab	Number	The member's hourly rate.
hours_since_last_time_entry			Number	Number of hours the have past since the members last time entry.
id			Number	The identifier for the datasets records.
in_out			String	The in and out flag for the memeber.
in_out_additional	Additional Info	In/Out Board > Member	String	Any additional information entered on the member's In/Out board.
last_name	Last Name	Member > Details tab	String	The member's last name.
last_time_entry			DateTime	Date of the last time entry made by the member
last_updated			DateTime	Last time the members settings where updated.
location	Location	Member > Details tab	String	The member's work location.
member_id	Member ID	Member > Details tab	String	The member ID for the member.
member_name			String	Member Name
member_type	Type	Member > Details tab	String	Member Type
minimum_hours_daily	Minimum Hours	Member > Details tab	Number	The minimum number of hours the employee is required to work a day.
out_flag	Out of Office	In/Out Board > Member	Boolean	Indicates that the member is out of office.
reports_to	Reports To	Member > Details tab	String	The name of the member's supervisor.
role			String	The member's role.
title	Title	Member > Details tab	String	The member's title.

 

Opportunity Data

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
agreement_cost			Number	The agreement cost associated for the opportunity which it is attached to.
agreement_revenue			Number	The agreement revenue associated to the opportunity which it is attached to.
agreement_type			Number	The type of agreement associated to the opportunity it is attached to.
business_unit			String	The business unit associated with the sales rep assigned to this opportunity.
campaign	Campaign	Opportunity > Opportunity tab > Opportunity pod	String	The marketing campaign associated with the opportunity.
closed_by			String	Who closed the opportunity.
closed_flag			Boolean	A Flag denoting if the opportunity is closed.
closed_status			String	The current closed status of the opportnity.
company_name	Company	Opportunity > Opportunity tab > Company pod	String	The company associated with the opportunity.
contact_name	Contact	Opportunity > Opportunity tab > Company pod	String	The primary contact associated with the opportunity.
customerpo	Customer PO#	Opportunity > Opportunity tab > Company pod	String	The customer's purchase order number.
date_became_lead			DateTime	The date the opportnity was created.
date_closed	Close Date	Opportunity > Opportunity tab > Opportunity pod	DateTime	The date the opportunity was closed.
description			String	The title description of the opportunity.
entered_by			String	Who entered the opportunity.
expected_close_date			DateTime	The dated the opportunity was expected to be closed.
forecast			String	Flag for if the opportunity has a forcast.
id			Number	The identifier for the dataset records.
last_update			DateTime	The date the opportunity was last updated.
location	Location	Opportunity > Opportunity tab > Opportunity pod	String	The location associated with the sales rep assigned to the opportunity.
lost_flag			Boolean	Indicates if the opportunity was lost.
opportunity_name	Summary	Opportunity > Opportunity tab	String	The name of the opportunity.
opportunity_recid			Number	The record identifier for the opportunity in the database.
other1_cost	Cost	Opportunity > Finance tab > Forecast pod	Number	The cost of the Other-1 line item.
other1_gm	Margin	Opportunity > Finance tab > Forecast pod	Number	The difference between the Other-1 Cost and the Other-1 Revenue.
other1_gm_percent	Percent	Opportunity > Finance tab > Forecast pod	Number	The Other-1 Margin divided by the Other-1 Revenue times 100.
other1_revenue	Revenue	Opportunity > Finance tab > Forecast pod	Number	The revenue for the Other-1 line item.
other2_cost	Cost	Opportunity > Finance tab > Forecast pod	Number	The cost of the Other-2 line item.
other2_gm	Margin	Opportunity > Finance tab > Forecast pod	Number	The difference between the Other-2 Cost and the Other-2 Revenue.
other2_gm_percent	Percent	Opportunity > Finance tab > Forecast pod	Number	The Other-2 Margin divided by the Other-2 Revenue times 100.
other2_revenue	Revenue	Opportunity > Finance tab > Forecast pod	Number	The revenue for the Other-2 line item.
probability	Probability	Opportunity > Opportunity tab > Opportunity pod	Number	The opportunity's probability percentage based on the opportunity's sales stage.
product_cost	Cost	Opportunity > Finance tab > Forecast pod	Number	The sum of the unit cost for all products.
product_gm	Margin	Opportunity > Finance tab > Forecast pod	Number	The difference between the Product Total Cost and the Product Total Revenue.
product_gm_percent	Percent	Opportunity > Finance tab > Forecast pod	Number	The Total Margin divided by the Total Revenue times 100.
product_revenue	Revenue	Opportunity > Finance tab > Forecast pod	Number	The sum of the Cost and the Margin.
rating	Rating	Opportunity > Opportunity tab > Opportunity pod	String	The rating assigned to the opportunity.
referral_flag			Number	Flag for if the opportunity was a referral.
sales_rep1_fullname	Sales Rep	Opportunity > Opportunity tab > Opportunity pod	String	The full name of the sales rep assigned to the opportunity.
sales_rep2_fullname	Secondary Salesperson	Opportunity > Opportunity tab > Opportunity pod	String	The full name of the secondary sales rep assigned to the opportunity.
sales_stage	Stage	Opportunity > Opportunity tab > Opportunity pod	String	The current sales stage of the opportunity.
service_cost			Number	Service cost associated to the opportunity.
service_gm			Number	The service gross margine associated to the opportunity.
service_gm_percent			Number	The service gross margine percent associated to the opportunity.
service_revenue			Number	The service revenue associated with the opportunity.
status	Status	Opportunity > Opportunity tab > Opportunity pod	String	The status of the opportunity.
total_cost	Cost	Opportunity > Opportunity tab > Forecast pod	Number	The total estimated cost for the opportunity.
total_gm	Margin	Opportunity > Opportunity tab > Forecast pod	Number	The total estimated margin for the opportunity.
total_gm_percent	Percent	Opportunity > Opportunity tab > Forecast pod	Number	The total estimated margin percentage for the opportunity.
total_revenue	Revenue	Opportunity > Opportunity tab > Forecast pod	Number	The total estimated revenue for the opportunity.
type	Type	Opportunity > Opportunity tab > Opportunity pod	String	The opportunity type.
updated_by			String	Who last updated the opportunity.
won_flag			Boolean	Indicates if the opportunity was won.

 

Product Data

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
agr_amount_covered			Number	The product amount covered by the agreement.
agreement_name	Agreement Name	Product Catalog > Product Setup > Product > References pod	String	The name of the agreement the product is associated with.
billable_amt	Bill	Product Catalog > Product Setup > Product > References pod	Number	The bill amount.
billable_flag			Boolean	True or False billable flag on the product.
business_group			String
charge_to			String	Who the product is set to be charged towards.
company_name	Company Name	Product Catalog > Product Setup > Product > References pod	String	The name of the company the product is associated with.
date_entered			DateTime	The date the product was entered into PSA.
date_invoiced			Date	Date the product was invoiced.
extended_cost	Ext Cost	Product Catalog > Product Setup > Product > References pod	Number	The extended price.
extended_price_amount			Number	The price of the singular product multiplied against the quantity of the product sold.
id			Number	Identifier for the records on the dataset.
invoiced_flag			Boolean	Indicates if the product was invoiced.
invoice_number			String	Invoice number related to the invoice attached to the product.
iv_item_recid			Number	The item record identifier related to the product.
line_description			String	The line description for the product.
location			String	The location attached to the company to which the product was sent to.
nonbillable_amt			Number	The non billable amount associated to the product.
opportunity_name			String	The name of the opportunity which the product is attached to.
opportunity_recid			Number	The record identifier for the opportunity in the database.
pm_project_recid			Number	The record identifier for the project in the database.
product			String	The name of the product.
product_category	Category	Product Catalog > Product Setup > Product > Product Overview pod	String	The product category.
product_description			String	The description of the product.
product_last_update			DateTime	The date the product was last updated.
product_subcategory	Subategory	Product Catalog > Product Setup > Product > Product Overview pod	String	The subcategory or group of the product.
product_name			String	The name of the product.
quantity	Quantity	Product Catalog > Product Setup > Product > References pod	Number	The number of products involved on the referenced item.
quantity_picked	Qty Picked	Product Catalog > Product Setup > Product > References pod	Number	The number of products picked for the purchase order.
quantity_picked_extended_cost			Number	The picked product cost multiplied against the total quantity picked.
quantity_shipped	Qty Shipped	Product Catalog > Product Setup > Product > References pod	Number	The number of products that have been shipped.
quantity_shipped_extended_cost			Number	The cost of the product shipped multiplied against the product quantity shipped.
serial_number	Serial Number	Product Catalog > Product Setup > Product > References pod	String	The serial number of the reference product.
territory			String	The territory associated to the company to which the product is attached.
ticket_number	Ticket #	Product Catalog > Product Setup > Product > References pod	Number	The service ticket number of the reference.
ticket_status			String	The status of the ticket which is attached to the product.
ticket_summary			String	The title of the ticket which is attached to the product.
time_status			String	The product status.
unit_cost	Unit Cost	Product Catalog > Product Setup > Product > Product Overview pod	String	The cost of the product.
unit_of_measurement			String	Empty
unit_price	Unit Price	Product Catalog > Product Setup > Product > Product Overview pod	Number	The charge price for the product.
updated_by			String	Who last updated the product.

 

Project Phase and Tickets Last 210 Days

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
actual_percent_of_budget			Number	Shows actual hours divided by the budgeted hours. If the budget hours is Null or 0, it shows a Null percentage. This is a decimal value, but you can format it as a percent.
age			Number	How long a ticket has been open in days. If the ticket is resolved, it shows days between opened and closed. If it is open, it shows the days between being opened and now.
agreement_name			String	The name of the agreement that the ticket is tied to.
board			String	The ticket board that this project lives on. This only shows project boards on this dataset.
closed_flag			Boolean	Indicates whether a ticket is open or closed. If there is no date_closed on the ticket, it shows as open.
company_id			String	Short identifier for a company within PSA.
company_name			String	The name of the company that this ticket is tied to.
contact			String	The client or internal contact who entered this ticket.
customer_responded			String	Indicates whether the last action on a ticket was a customer response.
date_closed			DateTime	The date/time that the project ticket was set to a closed status.
date_last_updated			DateTime	The date/time that the project ticket was last updated. Any ticket action that appears in the audit trail will trigger this.
date_opened			DateTime	The date/time that the project ticket was entered into the system.
date_required			DateTime	The date/time set as the due date for the project ticket.
hours_actual			Number	The total sum of hours worked against the specific project ticket. Use the decimal formatting option under the Design tab to show additional decimal values for a more granular look.
hours_agreement			Number	The total sum of hours worked against a project ticket tied to an agreement. This rounds to the minimal billing unit.
hours_billable			Number	The total sum of billable hours on the ticket. This rounds to the minimal billing unit. For a non-rounded value of billable hours on project tickets, use the Time Entry datasets.
hours_budget			Number	The total amount of hours budgeted to this project ticket. Can be seen in the project/phase workplan.
hours_invoiced			Number	The total sum of invoiced hours on the ticket. This rounds to the minimal nilling unit. Time must already be invoiced for this to not appear as Null. For a non-rounded value of billable hours on project tickets, use the Time Entry datasets.
hours_nonbillable			Number	The total sum of non-billable hours on the ticket. This rounds to the minimal nilling unit. For a non-rounded value of non-billable hours on project tickets, use the Time Entry datasets.
hours_remaining			Number	Shows Budget Hours minus Actual Hours to note how many hours from the budget are still available. Shows a negative value for over-budget tickets.
hours_scheduled			Number	The total sum of hours tied to schedule assignments on this project ticket.
id			String	The unique identifier in this dataset is made up by the phase ID and the ticket number.
impact			String	Impact.
is_assigned			String	Looks at open schedules on a project ticket. If there is an open schedule tied to the ticket, this flag shows as true.
location			String	Location of the company for which the project ticket is attached to.
metresolutionsla			String	Indicates whether this project ticket met its Resolution SLA.
metresplansla			String	Indicates whether this project ticket met its Resplan SLA.
metresponsesla			String	Indicates whether this project ticket met its Response SLA.
opportunity			String	The name of the opportunity that this ticket is tied to.
over_budget_flag			Boolean	Indicates whether the hours remaining on a ticket have gone into the negative. This uses the Actual Hours and Budget Hours to make this distinction. Set to 'True' to view all tickets that have gone over-budget.
phase_closed_flag			Boolean	Indicates whether a project phase is open or closed.
phase_id			Number	The ID of the phase that the project ticket is tied to.
phase_object_order			Number	Empty
phase_status			String	Current status of the phase. Can be used as filtering to look at all phases that are in a specific status.
phase_ticket_order			Number	Empty
phase_wbs			String	Phase Code for a ticket within its project phase
priority			String	The priority set on this project ticket.
project			String	The name of the project that this ticket is tied to.
project_and_phase_order			String	Empty
project_billing_method			String	The billing method for the project. Usually denotes whether a project is to be charged as 'Actual Rates' or 'Fixed Fee'.
project_closed_flag			Boolean	Indicates whether the project is open or closed.
project_end_date			DateTime	The end date for the project.
project_last_updated			DateTime	The date/time that the project was last updated. Any action taken against phases, tickets, or the actual project updates this date.
project_manager			String	The name of the project manager.
project_number_and_name			String	A mashup of the project number and name.
project_owner			String	The name of the project owner.
project_phase			String	The name of the project phase that this ticket is under.
project_start_date			DateTime	The start date of the project.
project_status			String	Current status of the project. Can be used as filtering to look at all projects that are in a specific status.
project_type			String	The type set to this project.
resolution_date			DateTime	The date/time that the project tickets resolution SLA was completed. Can be seen in the audit trail of the ticket.
resolution_plan_date			DateTime	The date/time that the project tickets resolution plan SLA was completed. Can be seen in the audit trail of the ticket.
resolved_flag			String	Indicates whether this project ticket has passed the resolution SLA. Can be used as filtering when using a 2 step close process.
resource_list			String	List of all members that have open schedules on this project ticket. Use the 'Is Like' filter with wildcards to look for a specific member (e.g., Is Like %memberid%).
response_date			DateTime	The date/time that the project ticket's response SLA was completed. Can be seen in the audit trail of the ticket.
same_day_close			String	Looks at the ticket Date Opened and Date Closed to note whether a ticket was closed on the same day as it came in.
same_day_resolved			String	Looks at the ticket Date Opened and Date Resolved to note whether a ticket was resolved on the same day as it came in.
service_item			String	The service item attached to the project ticket.
severity			String	The severity assigned to the project ticket.
source			String	The source by which the project ticket was opened.
status			String	Current status of the ticket.
subtype			String	The subtype set on the ticket.
summary			String	The ticket summary.
team_name			String	The team name is that's attached to the product.
territory			String	The terriroty attached to the company.
ticket_closed_by			String	Name of the member who closed the project ticket.
ticket_number			String	The ticket number.
ticket_owner			String	The ticket owner.
ticket_resolved_by			String	Name of the member who resolved the ticket.
time_to_resolution_hours			Number	The time to resolution in hours for the project ticket. This is in SLA time.
time_to_resolution_plan_hours			Number	The time to resolution plan in hours for the project ticket. This is in SLA time.
time_to_response_minutes			Number	The time to response in hours for the project ticket. This is in SLA time.
type			String	The ticket type.
use_ticket_budget_flag			Boolean	Flag for if the ticket is using project budget or not.

 

Project Data

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
actual_end_date	Actual End Date	Project > Project tab > Project Dashboard pod	DateTime	The date of the last time entry made on the project.
actual_hours	Actual	Project > Project tab > Project Dashboard pod	Number	The number of hours entered against the project.
actual_percent_complete			Number	Empty
actual_start_date	Actual Start Date	Project > Project tab > Project Dashboard pod	DateTime	The date the resource first entered time on the project.
agreement	Agreement	Project > Finance tab > Billing Information for Base Project pod	String	The agreement the project is covered by.
amount_remaining			Number	The project margin.
amount_unapproved			Number	Billable time that has not been approved.
amount_wip			Number	Unbilled time that has been approved
billable_percent_complete			Number	Billable time percent complete against the budget.
billing_amount_rate	Billing Rate	Project > Finance tab > Billing Rates pod	Number	The billing rate for the project based on Work Role or Staff Member.
billing_method	Billing Method	Project > Finance tab > Billing Information for Base Project pod	String	The billing method for the project (e.g., Actual Rates, Fixed Fee, Not to Exceed).
company	Company	Project > Project tab > Contact Overview pod	String	The company the project is associated with.
contact	Contact	Project > Project tab > Contact Overview pod	String	The primary contact of the company for the project.
date_project_closed			DateTime	The date the project was closed.
date_project_entered			DateTime	The date the project was opened
department			String	The billing unit assigned to the project.
estimated_end_date	Est. End	Project > Project tab > Project Details pod	DateTime	The end date used for reporting and proactively monitoring with workflow rules.
estimated_hours_finance_tab	Est. Hours	Project > Finance tab > Finance Information pod	Number	The estimated hours for the project.
estimated_hours_work_plan			Number
estimated_percent_complete			Number
estimated_start_date	Est. Start	Project > Project tab > Project Details pod	DateTime	The start date used for reporting and proactively monitoring with workflow rules.
expenses_billed			Number
expenses_billed_future			Number
expenses_billed_sent			Number
hours_billed			Number
hours_budget	Est. Hours	Project > Finance tab > Finance Information pod	Number	The estimated number of hours budgeted for the project (requires the Use as Budget checkbox to be selected).
hours_remaining			Number	The number of hours remaining on the project.
hours_unapproved			Number
hours_wip			Number
id			Number
labor_billed			Number
labor_billed_future			Number
labor_billed_sent			Number
location	Location	Project > Finance tab > Billing Information for Base Project pod	String	The default location of the member creating the project.
manager	Project Manager	Project > Project tab > Project Details pod	String	The manager for the project.
opportunity	Opportunity	Project > Finance tab > Billing Information for Base Project pod	String	The opportunity that covers the project.
product_billed			Number
product_billed_future			Number
product_billed_sent			Number
project	Project Name	Project > Project tab > Project Details pod	String	The name of the project.
project_board	Project Board	Project > Finance tab > Billing Information for Base Project pod	String
project_last_update			DateTime
project_number			Number
project_number_and_name			String
revenue			Number
scheduled_end_date	Scheduled End	Project > Project tab > Project Dashboard pod	DateTime	The date the last ticket of the project is scheduled.
scheduled_hours	Scheduled	Project > Project tab > Project Dashboard pod	Number	The amount of time a resource has been scheduled.
scheduled_percent_complete			Number
scheduled_start_date	Scheduled Start	Project > Project tab > Project Dashboard pod	DateTime	The date the first ticket of the project is scheduled.
status	Status	Project > Project tab > Project Details pod	String	The status of the project.
total_amount			Number
total_billable_amount			Number
total_billable_hours			Number
total_billed			Number
total_billed_future			Number
total_billed_sent			Number
total_hours			Number
total_no_charge_amount			Number
total_no_charge_hours			Number
total_non_billable_amount			Number
total_non_billable_hours			Number
type	Type	Project > Project tab > Project Details pod	String	The type of project.

 

Purchase Orders Last 365 Days

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
billing_terms			String
blling_unit			String
bill_to_company_name			String
closed_by	Closed By	Purchase Order > Purchase tab > Purchase Order pod	String	The resource that closed the purchase order.
closed_flag			Boolean	Indicates if the purchase order has been closed.
customer_company_name	Company	Purchase Order > Purchase tab > Vendor pod	String
customer_contact_extension			String
customer_contact_full_name	Contact	Purchase Order > Purchase tab > Vendor pod	String
customer_contact_phonenbr			String
customer_site_name	Site	Purchase Order > Purchase tab > Vendor pod	String
date_closed	Closed Date	Purchase Order > Purchase tab > Purchase Order pod	DateTime	The date the purchase order was closed.
entered_by	Entered By	Purchase Order > Purchase tab > Purchase Order pod	String	The member who created the purchase order.
freight_cost	Freight Cost	Purchase Order > Purchase tab > Purchase Order pod	Number	The cost of the freight.
freight_packing_slip	Freight Packing Slip	Purchase Order > Purchase tab > Purchase Order pod	String	The packing slip assigned to the freight cost.
freight_tax	Freight Tax	Purchase Order > Purchase tab > Purchase Order pod	Number	The freight tax.
id			Number
internal_co			String
internal_notes			String
items_outstanding_flag			Boolean
last_update			DateTime
number_items_outstanding			Number
number_of_unique_products			Number
po_number	PO Number	Purchase Order > Purchase tab > Purchase Order pod	String	The next available PO number.
purchase_date			DateTime
purchase_header_recid			Number
received_flag			Boolean
received_products			Number
sales_territory			String
ship_date	Ship Date	Purchase Order > Purchase tab > Purchase Order pod	DateTime	The date the item was received from the vendor.
shipmethoddescription			String
shipping_instructions	Shipping Instructions	Purchase Order > Purchase tab > Purchase Order pod	String	Any additional shipping instructions entered into PSA.
status			String
subtotal	Subtotal	Purchase Order > Purchase tab > Purchase Order pod	Number	The subtotal of the product costs on the purchase order.
tax			Number
total	Total	Purchase Order > Purchase tab > Purchase Order pod	Number	The sum of the Subtotal and Freight Cost fields.
total_products			Number
tracking_number	Tracking Number	Purchase Order > Purchase tab > Purchase Order pod	String	The tracking number for the purchase order.
updated_by			String
vendor_company_name	Company	Purchase Order > Purchase tab > Vendor pod	String	The vendor the product was purchased from.
vendor_contact_full_name	Contact	Purchase Order > Purchase tab > Vendor pod	String	The primary contact for the vendor company.
vendor_invoice_date	Vendor Invoice Date	Purchase Order > Purchase tab > Purchase Order pod	DateTime	The invoice date.
vendor_invoice_number	Vendor Invoice Number	Purchase Order > Purchase tab > Purchase Order pod	String	The invoice number provided by the vendor.
vendor_order_number	Vendor Order Number	Purchase Order > Purchase tab > Purchase Order pod	String	The order number provided by the vendor when you place the order.
vendor_phonenbr			String
vendor_site_name			String

 

Sales Orders Last 365 Days

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
bill_after_closed_flag	Bill sales order only after it has been closed	Sales Order > Finance tab > Invoicing Options pod	Boolean	Indicates that the sales order will be bill only after it is set to a closed status.
bill_after_shipped_flag	Bill products only after they ship	Sales Order > Finance tab > Invoicing Options pod	Boolean	Indicates that products associated with the sales order will be billed after they have been shipped.
billed_flag			Boolean
billing_terms	Bill Terms	Sales Order > Finance tab > Billing Information pod	String	The default billing terms for the company.
business_unit			String
closed_flag			Boolean	Indicates if the sales order has been closed.
company_name	Company	Sales Order > Order tab > Company pod	String	The company sales order was created for.
contact	Contact	Sales Order > Order tab > Company pod	String	The contact for the company the sales order was created for.
cost			Number
created_by			String
date_entered			DateTime
due_date	Due Date	Sales Order > Order tab > Sales Order pod	DateTime	The due date of the sales order.
id			Number
internal_location			String
invoiced_flag			Boolean
last_update			DateTime	The date the sales order was last updated.
margin			Number
number_of_distinct_attached_products			Number
opportunity_name	Opportunity	Sales Order > Order tab > Sales Order pod	String	The opportunity associated with the sales order.
opportunity_recid			Number
restrict_downpayment_flag	Restrict Down Payment	Sales Order > Finance tab > Invoicing Options pod	Boolean	Indicates that the downpayment has been restricted.
sales_order			String
sales_rep_id			String
sales_rep_name	Sales Rep	Sales Order > Order tab > Sales Order pod	String
shipped_in_full			Boolean
status	Status	Sales Order > Order tab > Sales Order pod	String	The status of the sales order.
subtotal	Subtotal	Sales Order > Order tab > Sales Order pod	Number	The subtotal of the sales order excluding sales taxes.
tax	Sales Tax	Sales Order > Order tab > Sales Order pod	Number	The sales tax amount of the sales order.
total	Total	Sales Order > Order tab > Sales Order pod	Number	The total amount of the sales order.
total_number_of_attached_products			Number
updated_by			String

 

Survey Responses

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
avg_score			Number
comments			String
company_name			String
id			Number
numberofquestions			Number
percentage_points_received			Number
percentage_points_received_non_formatted			Number
submitted_by			String
submitting_email			String
summary			String
survey_date			DateTime
survey_points_possible			Number
survey_points_received			Number
ticket_board			String
ticket_closed			DateTime
ticket_closed_by			String
ticket_contact			String
ticket_number	Ticket #	Ticket > Surveys tab	Number	The ticket number.

 

Ticket SLA Data Live

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
assigned_technicians			String	Is the resource list of technicians who have schedules on the ticket
board			String	Board the ticket is on
company_name			String	Name of the company on the ticket
date_last_updated			DateTime	Last update to the ticket
date_opened			DateTime	Date the ticket was created
date_resplan			DateTime	Date stamp of the resolution plan
date_responded			DateTime	Date stamp of the SLA responded date
expected_resolution_expiration_date			DateTime	Expected date of resolution timeline
expected_resplan_expiration_date			DateTime	Expected date of resplan timeline
expected_responded_expiration_date			DateTime	Expected date of response timeline
hours_to_resolution_goal			Number	Hours left till the set resolution SLA goal
id			Number
met_resolution_goal			String	Flag denoting if the resolution goal was met
met_resplan_goal			String	Flag denoting if the resplan goal was met
met_response_goal			String	Flag denoting if the response goal was met
mins_to_resolution_goal			Number	Minutes till the resolution SLA goal
mins_to_response_goal			Number	Minutes till the response SLA goal
priority			String	Ticket Priority
resolution_goal_hours			Number	Hours left till the set resolution SLA goal
resolution_plan_goal_hours			Number	Hours left till the set resolution Plan SLA goal
resplan_by			String	Who triggered the resolution plan SLA
responded_by			String	Who triggered the response SLA
response_goal_hours			Number	Hours left till the set response SLA goal
sla_name			String	Name of the SLA plan for the ticket
sla_status			String	Where in the SLA process is the ticket
status			String	Ticket tatus
summary			String	Ticket Summary
ticket_number			Number
ticket_owner			String
ticket_owner_fullname			String

 

Ticket Statistics Last 14 Days

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
acknowledgement_date			DateTime	The date the ticket was first associated with a status that marked it as being responded to.
age_days			Number	A field that calculates the total number of days a ticket has been (or was) open.
agreement_status			String	The current status of the agreement that the ticket is associated with.
agreement_type			String	The type associated with the agreement that the ticket is associated with.
board			String	The current ticket board that the ticket is associated with.
closed_by			String	The member_id of the user that last placed the ticket in a status that marked it as closed.
closed_flag			String	Indicates whether a ticket has been closed, based on the date_closed field.
company_id			String	The company_id associated the company that submitted the ticket.
company_name			String	The company that submitted the ticket.
config_attached			String	Indicates if there are configurations associated with the ticket.
contact			String	The contact that submitted the ticket.
customer_responded			String	Indicates whether a customer has updated a ticket.
customer_site			String	The individual site for the company that the ticket is associated with.
date_closed			DateTime	The date the ticket was last associated with a status that marked it as closed.
date_last_updated			DateTime	The date a ticket was last updated.
date_opened			DateTime	The date a ticket was opened.
hour_opened			Number	The exact hour a ticket was opened.
hours_actual			Number	The actual hours worked on the entire ticket.
hours_agreement			Number	The hours worked on the ticket that have are associated with an agreement, rounded up to the minimal billing unit. Example: If the minimal billing unit is 15 mins, this field would show 15 minutes for a ticket with 5 "actual" minutes.
hours_billable			Number	The hours worked on the ticket that are marked as billable, rounded to the minimal billing unit. Example: If the minimal billing unit is 15 mins, this field would show 15 minutes for a ticket with 5 "actual" minutes.
hours_budget			Number	The total hours budgeted on the ticket.
hours_invoiced			Number	The billable hours worked on the ticket that have already been invoiced. This fields also rounds to the minimal billing unit. Example: If the minimal billing unit is 15 mins, this field would show 15 minutes for a ticket with 5 "actual" minutes.
hours_nonbillable			Number	The hours worked on the ticket that are marked as non-billable, rounded to the minimal billing unit. Example: If the minimal billing unit is 15 mins, this field would show 15 minutes for a ticket with 5 "actual" minutes.
hours_scheduled			Number	The hours scheduled on the ticket.
id			Number	The unique Identifier for this dataset. In this case, the ticket number.
internal_co			String
is_assigned			String	Indicates if the ticket has been assigned, based on if it has an open schedule associated with it or not.
location			String	The location associated with the ticket.
metersolutionsla			String	Indicates if the ticket met the resolution SLA, after it has already been placed in a status that marked it as being resolved. (If the ticket has not been placed in a "resolved" status, then this field will be blank.)
metresplansla			String	Indicates if the ticket met the resolution plan SLA, sfter it has already been placed in status that marked it as having a resolution plan. (If the ticket has not been placed "resolution plan" status, then this field will be blank.)
metresponsesla			String	Indicates if the ticket met the response SLA, after it has already been placed in status that marked it as being responded. (If the ticket has not been placed in a "responded" status, then this field will be blank.)
next_date			DateTime	The scheduled start date of a next schedule associated with the ticket.
priority			String	The priority level of the ticket.
resolution_date			DateTime	The date the ticket was last associated with a status that marked it as resolved.
resolution_plan_date			DateTime	The date the ticket was last associated with a status that marked it as having a resolution plan.
resolved_by			String	The member_id of the user that last placed the ticket in a status that marked it as resolved.
resolved_flag			String	Indicates whether a ticket has been resolved, based on the resolution_date field.
resplan_by			String	The member_id of the user that last placed the ticket in a status that marked it as having a resolution plan.
responded_by			String	The member_id of the user that last placed the ticket in a status that marked it as being responded to.
response_date			DateTime	The date the ticket was first associated with a status that marked it as being responded to.
service_item			String	The service item associated with the ticket.
sla_escalation_status			String	The current SLA escalation status the ticket is in (e.g., Pending Response, Pending Resolution).
source			String	The source via which the ticket was submitted (e.g., Phone, Email Connector).
status			String	The current status the ticket is in.
subtype			String	The current sub-type associated with the ticket.
summary			String	The summary, or title, of the ticket.
ticket_number			String	The ticket number.
ticket_owner			String	The full name of the resource listed as the ticket owner.
ticket_owner_id			String	The member_id of the resource listed as the ticket owner.
time_to_acknowledgement_minutes			Number	A field that PSA calculates to show the number of minutes it took to place the ticket in a status that marked it as being responded to. (This takes into account SLA criteria such as business hours, tickets hold statuses, etc.)
time_to_resolution_hours			Number	A field that PSA calculates to show the number of hours it took to place the ticket in a status that marked it as being resolved. (This takes into account SLA criteria such as business hours, tickets hold statuses, etc.)
time_to_resolution_plan_hours			Number	A field that PSA calculates to show the number of hours it took to place the ticket in a status that marked it as having a resolution plan. (This takes into account SLA criteria such as business hours, tickets hold statuses, etc.)
time_to_response_minutes			Number	A field that PSA calculates to show the number of minutes it took to place the ticket in a status that marked it as being responded to. (This takes into account SLA criteria such as business hours, tickets hold statuses, etc.)
type			String	The current type associated with the ticket.
unresolved_age_weeks			String	A field that groups open tickets into an age group based on the "resolution_date" field. (Ex. 1 Week, 2 week, 1+ Month, etc).
unsolved_age_weeks			String	A field that groups unresolved tickets into an age group based on the "closed_flag" field. (Ex. 1 Week, 2 week, 1+ Month, etc).

 

Ticket Statistics Last 210 Days

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
acknowledgement_date			DateTime	The date the ticket was first associated with a status that marked it as being responded to.
age_days			Number	The ticket age in days.
agreement_name			String	The name of the agreement that the ticket is associated with.
agreement_status			String	The current status of the agreement that the ticket is associated with.
agreement_type			String	The type associated with the agreement that the ticket is associated with.
board	Service_board	Service Desk	String	The current ticket board that the ticket is associated with.
closed_by			String	The member_id of the user that last placed the ticket in a status that marked it as closed.
closed_flag			String	Indicates whether a ticket has been closed, based on the date_closed field.
company_id			String	The company_id associated the company that submitted the ticket.
company_name	Company	Service Board	String	The company that submitted the ticket.
config_attached			String	Indicates if there are configurations associated with the ticket.
contact	Contact	Service Board	String	The contact that submitted the ticket.
customer_site			String	The individual site for the company that the ticket is associated with.
date_closed			DateTime	The date the ticket was last associated with a status that marked it as closed.
date_last_updated			DateTime	The date a ticket was last updated.
date_opened			DateTime	The date a ticket was opened.
date_required			DateTime	The due date currently assigned to the ticket.
hours_actual			Number	The actual hours worked on the entire ticket.
hours_agreement			Number	The hours worked on the ticket that are associated with an agreement, rounded up to the minimal billing unit. Example: If the minimal billing unit is 15 mins, this field shows 15 minutes for a ticket with 5 "actual" minutes.
hours_billable			Number	The hours worked on the ticket that are marked as billable, rounded to the minimal billing unit. Example: If the minimal billing unit is 15 mins, this field shows 15 minutes for a ticket with 5 "actual" minutes.
hours_budget			Number	The total hours budgeted on the ticket.
hours_invoiced			Number	The billable hours worked on the ticket that have already been invoiced. This field also rounds to the minimal billing unit. Example: If the minimal billing unit is 15 mins, this field shows 15 minutes for a ticket with 5 "actual" minutes.
hours_nonbillable			Number	The hours worked on the ticket that are marked as non-billable, rounded to the minimal billing unit. Example: If the minimal billing unit is 15 mins, this field shows 15 minutes for a ticket with 5 "actual" minutes.
hours_scheduled			Number	The hours scheduled on the ticket.
id			Number	The unique Identifier for this dataset. In this case, the ticket number.
impact			String	The impact level of the ticket.
is_assigned			String	Indicates if the ticket has been assigned, based on if it has an open schedule associated with it or not.
location			String	The location associated with the ticket.
metresolutionsla			String	Indicates if the ticket met the resolution SLA or not, once it has already been placed in a status that marked it as being resolved. (If the ticket has not been placed in a "resolved" status, then this field will be blank.)
metresplansla			String	Indicates if the ticket met the resolution plan SLA or not, once it has already been placed in status that marked it as having a resolution plan. (If the ticket has not been placed "resolution plan" status, then this field will be blank.)
metresponsesla			String	Indicates if the ticket met the response SLA or not, once it has already been placed in status that marked it as being responded. (If the ticket has not been placed in a "responded" status, then this field will be blank.)
next_date			DateTime	The scheduled start date of the next schedule associated with the ticket.
priority			String	The priority level of the ticket.
resolution_date			DateTime	The date the ticket was last associated with a status that marked it as resolved.
resolution_plan_date			DateTime	The date the ticket was last associated with a status that marked it as having a resolution plan.
resolved_by			String	The member_id of the user that last placed the ticket in a status that marked it as resolved.
resolved_flag			String	Indicates whether a ticket has been resolved, based on the resolution_date field.
responded_by			String	The member_id of the user that last placed the ticket in a status that marked it as being responded to.
response_date			DateTime	The date the ticket was first associated with a status that marked it as being responded to.
same_day_close			String	Indicates if a ticket was closed within the same day it was opened.
same_day_resolved			String	Indicates if a ticket was resolved within the same day it was opened.
service_item			String	The service item associated with the ticket.
severity			String	The severity level of the ticket.
sla_escalation_status			String	The current SLA "escalation status" the ticket is in (Pending Response, Pending Resolution, etc.).
source			String	The source via which the ticket was submitted (Phone, Email Connector, etc.).
status			String	The current status the ticket is in.
subtype			String	The current sub-type associated with the ticket.
summary			String	The summary, or title, of the ticket.
team_name			String	The team assigned to the company that the ticket is associated with.
territory			String	The territory for the company that the ticket is associated with.
ticket_number			Number	The ticket number.
ticket_owner			String	The full name of the resource listed as the ticket owner.
ticket_owner_id			String	The member_id of the resource listed as the ticket owner.
time_entry_count			Number	A count of individual time entries made on the ticket.
time_to_acknowledgement_minutes			Number	A field that PSA calculates to show the number of minutes it took to place the ticket in a status that marked it as being responded to. (This takes into account SLA criteria such as business hours, tickets hold statuses, etc.).
time_to_resolution_hours			Number	A field that PSA calculates to show the number of hours it took to place the ticket in a status that marked it as being resolved. (This takes into account SLA criteria such as business hours, tickets hold statuses, etc.).
time_to_resolution_plan_hours			Number	A field that PSA calculates to show the number of hours it took to place the ticket in a status that marked it as having a resolution plan. (This takes into account SLA criteria such as business hours, tickets hold statuses, etc.).
time_to_response_minutes			Number	A field that PSA calculates to show the number of minutes it took to place the ticket in a status that marked it as being responded to. (This takes into account SLA criteria such as business hours, tickets hold statuses, etc.).
type			String	The current type associated with the ticket.
unresolved_age_weeks			String	A field that groups open tickets into an age group based on the "resolution_date" field (e.g., 1 Week, 2 week, 1+ Month).
unsolved_age_weeks			String	A field that groups unresolved tickets into an age group based on the "closed_flag" field (e.g., 1 Week, 2 week, 1+ Month).

 

Time Entry Last 14 Days

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
adjustment			Number	The amount by which a time entry is adjusted.
agreement			String	The agreement associated with the time entry.
agreement_amount			Number	The monetary amount against an agreement associated with a time entry.
billable_amount			Number	The monetary amount associated with a billable time entry.
billing_status			String	The current billing status associated with the time entry.
charge_code			String	The charge code associated with the time entry.
company_name			String	The company associated with the time entry.
date			Date
date_end			DateTime	The end date associated with the time entry.
date_entered			DateTime	The date the time entry was entered into the system.
date_start			DateTime	The start date associated with the time entry.
hours_actual			Number	The time amount associated with a time entry as it appears within the timesheet.
hours_agreement			Number	The time amount against an agreement associated with a time entry (may be rounded up).
hours_b			Number	The billable hours worked on the time entry rounded up to the minimal billing unit.
hours_nb			Number	The non-billable hours worked on the time entry rounded up to the minimal billing unit.
hours_nc			Number	The non-charge hours worked on the time entry rounded up to the minimal billing unit.
hours_non_utilized			Number	Non-utilized hours on a time entry.
hours_utilized			Number	Utilized hours on a time entry.
id			Number	Time Entry Log ID.
member_id			String	The memberID for the user who entered this time entry.
ticket_board			String	The board that the ticket from the time entry is associated with.
ticket_number			Number	The ticket number the time entry was entered against.
ticket_summary			String	The summary of the ticket the time entry is associated with.
ticket_type			String	The ticket type of the ticket the time entry is associated with.
time_recid			Number	The unique ID for the time entry.
time_status			String	The current status of the time entry.
utilized			String	True/False flag determining whether a time entry is utilized or not.
work_role			String	The work role associated with the time entry.
work_type			String	The work type associated with the time entry.

 

Time Entry Last 210 Days

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
adjustment			Number	The amount by which a time entry is adjusted.
agreement			String	The agreement associated with the time entry.
agreement_amount			Number	The monetary amount against an agreement associated with a time entry.
billable_amount			Number	The monetary amount associated with a billable time entry.
billing_status			String	The current billing status associated with the time entry.
billing_unit			String	The billing unit associated with the time entry.
charge_code			String	The charge code associated with the time entry.
company			String	The company associated with the time entry.
date			Date	The start date associated with the time entry.
end_			DateTime	The end date and time associated with the time entry.
first_name			String	First name of the member who entered the time entry.
hourly_cost			Number	Hourly cost of the time entry.
hourly_rate			Number	Hourly rate at which the time entry is billed.
hours_actual			Number	The time amount associated with a time entry as it appears within the time sheet.
hours_agreement			Number	The time amount against an agreement associated with a time entry - this might be rounded up.
hours_b			Number	The billable hours worked on the time entry rounded up to the minimal billing unit.
hours_nb			Number	The non-billable hours worked on the time entry rounded up to the minimal billing unit.
hours_nc			Number	The non-charge hours worked on the time entry rounded up to the minimal billing unit.
hours_non_utilized			Number	Non-utilized hours on a time entry.
hours_utilized			Number	Utilized hours on a time entry.
id			Number	Time Entry Log ID.
invoice_number	Invoice Number		String	The invoice number associated with the time entry.
last_name			String	Last name of the member who entered the time entry.
location			String	The location associated with the time entry.
member_id			String	The memberID for the user who entered this time entry.
project			String	The project name associated with the time entry.
project_number_and_name			String	The project number and name associated with the time entry.
start			DateTime	The start date and time associated with the time entry.
ticket_board			String	The board that the ticket from the time entry is associated with.
ticket_number			Number	The ticket number the time entry was entered against.
ticket_summary			String	The summary of the ticket the time entry is associated with.
ticket_type			String	The ticket type of the ticket the time entry is associated with.
time_cost			Number
time_recid			Number	The unique ID for the time entry.
time_status			String	The current status of the time entry.
utilized			String	True/False flag determining whether a time entry is utilized or not.
work_role			String	The work role associated with the time entry.
work_type			String	The work type associated with the time entry.

 

Time Sheets Data

BrightGauge Field Name	PSA Field Name	PSA Field Location	Field Type	Description
billing_unit			String
default_service_location			String
default_work_role	Work Role	Time Entry > Overview pod	String
email			String
first_name			String	The first name of the member associated with the time sheet.
hours_actual	Actual Hrs	Time Entry > Time Details pod	Number
id			Number
last_name			String	The last name of the member associated with the time sheet.
location			String
member_id			String
member_name	Member	Time Entry > Overview pod	String
member_type			String
reports_to			String
role			String
time_period_end	End Time	Time Entry > Time Details pod	DateTime
time_period_start	Start Time	Time Entry > Time Details pod	DateTime	The initial date on the time sheet.
time_sheet_due_date			DateTime	The due date for the time sheet.
time_sheet_entered	Date	Time Entry > Overview pod	DateTime	The date the time sheet was entered.
time_sheet_last_update			DateTime	The date the time sheet was last updated.
time_sheet_last_updated_by			DateTime
time_sheet_status			String	The time sheet status.
title			String