Customermaster
Key fields: Customer Code · Customer Name · Billing Email
Membermaster
Key fields: Member Code · Name · Email · Cost Rate · Bill Rate · Monthly Capacity +2 more
Role Ratemaster
Key fields: Role · Cost Rate · Bill Rate
Projectmaster
Key fields: Project Code · Project Name · Customer · Contract Type · Status · Contract Amount +6 more
Taskmaster
Key fields: Project · Task Name · Sort Order · Estimated Hours
Milestonetransaction
Key fields: Project · Name · Amount · Due Date · Status
Time Entrytransaction
Key fields: Member · Project · Task · Work Date · Hours · Approval +1 more
Expensetransaction
Key fields: Project · Member · Incurred Date · Amount · Category · Billable +1 more
Invoicetransaction
Key fields: Project · Customer · Period (YYYY-MM) · Issue Date · Total Amount · Status
Project P&Ltransaction
Key fields: Project · Project Name · Contract Type · Actual Cost · Revenue · Gross Margin +6 more
Member Utilizationtransaction
Key fields: Member · Name · Period (YYYY-MM) · Hours · Utilization (%) · Planned Hours +2 more
Assignmenttransaction
Key fields: Member · Project · Period (YYYY-MM) · Planned Hours
Invoice Linetransaction
Key fields: Invoice · Member · Task · Hours · Unit Price · Amount
Quotetransaction
Key fields: Quote No. · Customer · Project · Title · Issue Date · Valid Until +2 more
Quote Linetransaction
Key fields: Quote · Item · Quantity · Unit Price · Amount