This article outlines the tables, and fields that are available for querying in Karbon Practice Intelligence. These tables contain information about clients, client groups, tasks, users, work items, utilization and work hours, etc. If you have any other needs, please let us know in the Karbon Community.
Index
CONTACT_MEMBER_RELATIONSHIP
This table holds relationships between Karbon contacts. It is used in the Contact filters of Power BI dashboards.
Field | Description |
RELATIONSHIP_TYPE | Describes the nature of the relationship. Possible values include self relationship, client group member, and organization member. |
CONTACT_ID | The unique identifier of the contact. |
CONTACT | The name of the contact. |
CONTACT_TYPE | The type of the contact. It can be one of Person, Organisation, or Client Group. |
RELATED_CONTACT_ID | The unique identifier of the subordinate contact in the relationship. |
RELATED_CONTACT | The name of the subordinate contact in the relationship. |
RELATED_CONTACT_TYPE | The type of the subordinate contact in the relationship. It can be one of Person, Organisation, or Client Group. |
ACCOUNT_ID | The tenant's unique identifier to whom this data belongs to. |
ACCOUNT_NAME | The tenant's name to whom this data belongs to. |
EFFECTIVE_AS_DATE | Date this table was last extracted from its source. |
DIMN_CLIENT
This table holds attributes about a client.
Field | Description |
CLIENT_ID | The unique identifier of the client. |
CLIENT | The name of the client. |
DATE_CREATED | The date when the client was created in the system. |
CLIENT_TYPE | The type of client. It can be one of Individual (Contact), Organisation, Client Group. |
CLIENT_SUBTYPE | This is a further sub classification of a client. |
CLIENT_PRIMARY_EMAIL_ADDRESS | The primary email address of the client. |
USER_DEFINED_CLIENT_ID | An id created by the user for internal use. |
CLIENT_OWNER_USER_ID | The identifier of the User Profile who owns the responsibilities of this client. |
CLIENT_OWNER_USER_NAME | The name of the User Profile who owns the responsibilities of this client. |
CLIENT_MANAGER_USER_ID | The identifier of the User Profile who manages the responsibilities of this client. |
CLIENT_MANAGER_USER_NAME | The name of the User Profile who manages the responsibilities of this client. |
CLIENT_LEADERSHIP_POSITION_THREE_ID | The unique identifier of the user who has been assigned to the client leadership position three. |
CLIENT_LEADERSHIP_POSITION_THREE_USER_NAME | The name of the user who has been assigned to the client leadership position three. |
CLIENT_LEADERSHIP_POSITION_FOUR_ID | The unique identifier of the user who has been assigned to the client leadership position four. |
CLIENT_LEADERSHIP_POSITION_FOUR_USER_NAME | The name of the user who has been assigned to the client leadership position four. |
PRIVACY_LEVEL | The clients privacy level. |
FIRST_NAME | The contact's first name. Does not exist for organizations or client groups. |
MIDDLE_NAME | The contact's middle name. Does not exist for organizations or client groups. |
LAST_NAME | The contact's last name. Does not exist for organizations or client groups. |
PREFERRED_NAME | The contact's preferred name. Does not exist for organizations or client groups. |
SUFFIX | The contact's suffix. Does not exist for organizations or client groups. |
SALUTATION | The contact's salutation. Does not exist for organizations or client groups. |
CLIENT_IDENTIFIER | The identifier of the client. |
DESCRIPTION | The description of the client. |
PRIMARY_PHONE_NUMBER | The first phone number entered in the starred (primary) contact card (for contacts) or the contact details (for organizations and client groups). |
PRIMARY_PHONE_NUMBER_COUNTRY_CODE | The country code of the first phone number entered in the starred (primary) contact card (for contacts) or the contact details (for organizations and client groups). |
PRIMARY_WEBSITE | The first website entered in the starred (primary) contact card (for contacts) or the contact details (for organizations and client groups). |
PRIMARY_CONTACT_ROLE | The role of the primary contact card (for contacts). Does not exist for organizations or client groups. |
PRIMARY_ADDRESS_LINE | The street address of the starred (primary) contact card of the client. |
PRIMARY_ADDRESS_CITY | The city of the starred (primary) contact card of the client. |
PRIMARY_ADDRESS_STATE_PROVINCE_COUNTY | The state, province or county of the starred (primary) contact card of the client. |
PRIMARY_ADDRESS_ZIPCODE | The zipcode of the starred (primary) contact card of the client. |
PRIMARY_ADDRESS_COUNTRY_CODE | The country code of the starred (primary) contact card of the client. |
ACCOUNT_ID | The tenant's unique identifier to whom the Work Item belongs to. |
ACCOUNT_NAME | The tenant's name to whom the Work Item belongs to. |
DIMN_CLIENT_GROUP
This table holds the attributes about the client group.
Field | Description |
CLIENT_GROUP_ID | The unique identifier of a client group. |
CLIENT_GROUP_NAME | The name of the client group. |
CLIENT_ID | The unique identifier of the client who is a member of this group. |
CLIENT | The name of the client who is a member of this group. |
CLIENT_GROUP_MEMBER_TYPE | The type of client. It can be one of an Individual (Contact), Organisation, or Client Group. |
ACCOUNT_ID | The tenant's unique identifier to whom the Work Item belongs to. |
ACCOUNT_NAME | The tenant's name to whom the Work Item belongs to. |
DIMN_DATE
This is a date table that allows analysis across different time periods
Field | Description |
CALN_DATE | This is the calendar date. |
DAY_OF_WEEK | This is the numerical day of the current week. Sunday is considered to be 1. |
WEEK_STRT_DATE | The current week's start date (Sun - Sat) |
WEEK_END_DATE | The current weekend date. (Sun - Sat) |
ISO_DAY_OF_WEEK | This is the ISO numerical day of the calendar date in the current week. Monday is considered to by 1. |
ISO_WEEK_STRT_DATE | The current week's start date is as per ISO standards. (MON - SUN) |
ISO_WEEK_END_DATE | The current weekend date is as per ISO standards. (MON - SUN) |
DAY_OF_WEEK_NAME | The name of the day. |
DAY_OF_MNTH | The numerical day of the current month. |
DAY_OF_YEAR | The numerical day of the current year. |
WEEK_OF_YEAR | The week number of the current year. |
CALN_MNTH | The numerical month of the current year. |
CALN_MNTH_NAME | The name of the month of the current year. |
MNTH_STRT_DATE | The month start date. |
MNTH_END_DATE | The month-end date. |
PRVS_MNTH_STRT_DATE | The previous month's start date |
PRVS_MNTH_END_DATE | The previous month's end date |
QRTR_OF_YEAR | The current numerical quarter of the year. |
QRTR_STRT_DATE | The quarter start date. |
QRTR_END_DATE | The quarter end date. |
PRVS_QRTR_STRT_DATE | The previous quarter's start date. |
PRVS_QRTR_END_DATE | The previous quarter's end date. |
CALN_YEAR | The calendar year. |
YEAR_STRT_DATE | The year start date. |
YEAR_END_DATE | The year-end date. |
PRVS_YEAR_STRT_DATE | The previous year's start date. |
PRVS_YEAR_END_DATE | The previous year-end date. |
DIMN_TASK_TYPE
This table holds the attributes that define a task type.
Field | Description |
TASK_TYPE_ID | The unique identifier for the task type. |
TASK_TYPE_NAME | The name of the task type. |
IS_TASK_TYPE_BILLABLE | A flag saying whether the task type is billable. |
ACCOUNT_ID | The tenant's unique identifier to whom the Work Item belongs to. |
ACCOUNT_NAME | The tenant's name to whom the Work Item belongs to. |
DIMN_USER
This table holds the attributes that define a user / employee.
Field | Description |
USER_NAME | The name of the user profile. |
USER_ID | The unique identifier of the user profile. |
USER_JOB_TITLE | The job title of the user profile. |
USER_EMAIL_ADDRESS | The email address of the user profile. |
CREATED_DATE | The date when the user profile was created in the system. |
ACTIVATED_DATE | The date when the user profile was activated in the system. |
EXPECTED_BILLABLE_MINUTES | The weekly billable minutes of the user profile is expected to work. |
EXPECTED_NONBILLABLE_MINUTES | The weekly non-billable minutes the user profile is expected to work. |
STATUS | The status of the user profile. |
IS_SUPPORT_USER | A flag indicating whether the user profile is a support user. |
ACCOUNT_ID | The tenant's unique identifier to whom the Work Item belongs to. |
ACCOUNT_NAME | The tenant's name to whom the Work Item belongs to. |
DIMN_WORK_ITEM
This table holds the attributes that define information about a work item.
Field | Description |
WORK_ITEM_ID | The unique identifier for the work item whose details are being provided. |
WORK_TITLE | The title of the work item. |
WORK_TYPE | The type of the work item. |
CREATED_DATETIME | The date time the work item was created. |
START_DATETIME | The date time the work item was started. |
DUE_DATETIME | The due DateTime of the work item. |
COMPLETED_DATETIME | The DateTime the work item was completed. |
PRIMARY_STATUS | The primary status of the work item. |
SECONDARY_STATUS | The secondary status of the work item. |
ACCOUNT_ID | The tenant's unique identifier to whom the Work Item belongs to. |
ACCOUNT_NAME | The tenant's name to whom the Work Item belongs to. |
USER_TIME_ENTRY_DETAIL
This table provides the individual time entries submitted by users
Field | Description |
REPORTING_DATE | The date on which the time entry was submitted for. |
USER_ID | The unique identifier of the user profile who submitted the time entry. |
USER_NAME | The name of the user profile who submitted the time entry. |
MINUTES | The amount of time in minutes submitted with the time entry. |
HOURS | The amount of time in hours submitted with the time entry. |
TOTAL_COST | The calculated cost for the time entry is based on the minutes, role and task type. |
CLIENT_ID | The unique identifier of the client. |
CLIENT | The name of the client. |
TASK_TYPE_ID | The unique identifier for the task type. |
TASK_TYPE | The name of the task type. |
IS_BILLABLE | A flag saying whether the task type is billable. |
ROLE_ID | The unique identifier of the role performed by the user. |
ROLE_NAME | The name of role performed by the user. |
WORK_ITEM_ID | The unique identifier for the work item whose details are being provided. |
WORK_ITEM_TITLE | The title of the work item. |
WORK_ITEM_TYPE | The type of the work item. |
DESCRIPTION | The description added to the submitted time entry. |
TIME_ENTRY_ID | The unique ID of the time entry. |
HOURLY_BILLABLE_RATE | The TOTAL_COST divide by HOURS. |
RECORDED | The total cost but as seen on the invoice. |
BILLED | The final amount billed to a client. |
WRITE_ON_OFF | The amount the total cost was increase or decreased by. |
REALIZATION | The BILLED divided by the TOTAL_COST. |
ACCOUNT_ID | The tenant's unique identifier to whom the Work Item belongs to. |
ACCOUNT_NAME
| The tenant's name to whom the Work Item belongs to. |
USER_WEEKLY_UTILIZATION_SUMMARY
This table provides a weekly comparison of the billable/non-billable expected and actual time for user profiles / employees.
Field | Description |
REPORTING_WEEK_START_DATE | The start date of the reporting week. |
REPORTING_WEEK_END_DATE | The end date of the reporting week. |
USER_ID | The unique identifier of the user profile. |
USER_NAME | The name of the user profile. |
ACCOUNT_ID | The tenant's unique identifier to whom the Work Item belongs to. |
ACCOUNT_NAME | The tenant's name to whom the Work Item belongs to. |
EXPECTED_BILLABLE_MINUTES | The weekly billable minutes the user profile is expected to work. |
ACTUAL_BILLABLE_MINUTES | The weekly billable minutes the user profile actually worked. |
EXPECTED_NONBILLABLE_MINUTES | The weekly non-billable minutes the user profile is expected to work. |
ACTUAL_NONBILLABLE_MINUTES | The weekly non-billable minutes the user profile actually worked. |
USER_WORK_HOURS_SUMMARY
This table provides metrics around the actual time entries for user profiles / employees across different time periods.
Field | Description |
REPORTING_DATE | The date as of which the data is representative of. |
INTERNAL_CLIENT_ID | The User Profile to which the work item belongs to. |
INTERNAL_CLIENT | The name of the User to which the work item belongs to. |
USER_ID | The unique identifier of the user profile. |
USER_NAME | The name of the user profile. |
CLIENT_ID | The unique identifier of the client. |
CLIENT | The name of the client. |
ACCOUNT_ID | The tenant's unique identifier to whom the Work Item belongs to. |
ACCOUNT_NAME | The tenant's name to whom the Work Item belongs to. |
TASK_TYPE_ID | The unique identifier for the task type. |
TASK_TYPE | The name of the task type. |
TASK_TYPE_BILLABLE_FLAG | A flag saying whether the task type is billable. |
ROLE_ID | The unique identifier of the role performed by the user. |
ROLE_NAME | The name of role performed by the user. |
WORK_ITEM_TYPE_ID | The type code of the work item. |
WORK_ITEM_TYPE | The type of the work item. |
REPORTING_DATE_TIME_MINUTES | Minutes the user logged for the given reporting date. |
MTD_TIME_MINUTES | Minutes the user logged this month till reporting date. |
QTD_TIME_MINUTES | Minutes the user logged this quarter till reporting date. |
YTD_TIME_MINUTES | Minutes the user logged this year till reporting date. |
PREVIOUS_MONTH_TIME_MINUTES | Minutes the user logged in the previous month. |
PREVIOUS_QUARTER_TIME_MINUTES | Minutes the user logged in the previous quarter. |
PREVIOUS_YEAR_TIME_MINUTES | Minutes the user logged in the previous year. |
REPORTING_DATE_TIME_COST | The total cost amount is based on the minutes logged by the user for the given reporting date. |
MTD_COST | The total cost amount is based on the minutes logged by the user this month till the reporting date. |
QTD_COST | The total cost amount is based on the minutes logged by the user this quarter till the reporting date. |
YTD_COST | The total cost amount is based on the minutes logged by the user this year till the reporting date. |
PREVIOUS_MONTH_COST | The total cost amount is based on the minutes logged by the user in the previous month. |
PREVIOUS_QUARTER_COST | The total cost amount is based on the minutes logged by the user in the previous quarter. |
PREVIOUS_YEAR_COST | The total cost amount is based on the minutes logged by the user in the previous year. |
REPORTING_DATE_RECORD_COUNT | The total number of time entries logged for the given reporting date. |
MTD_RECORD_COUNT | The total number of time entries logged this month till reporting date. |
QTD_RECORD_COUNT | The total number of time entries logged this quarter till reporting date. |
YTD_RECORD_COUNT | The total number of time entries logged this year till reporting date. |
PREVIOUS_MONTH_RECORD_COUNT | The total number of time entries logged in the previous month. |
PREVIOUS_QUARTER_RECORD_COUNT | The total number of time entries logged in the previous quarter. |
PREVIOUS_YEAR_RECORD_COUNT | The total number of time entries logged in the previous year. |
WORK_ITEM_BUDGET_VS_ACTUAL
This table compares the budgeted minutes / cost against the actual minutes and costs for work items.
Field | Description |
REPORTING_DATE | The date of which the data is representative of. |
WORK_ITEM_ID | The unique identifier for the work item whose details are being provided. |
WORK_TITLE | The title of the work item |
WORK_TYPE_ID | The type code of the work item. |
WORK_TYPE | The type of the work item. |
TASK_TYPE_ID | The unique identifier for the task type. |
TASK_TYPE | The name of the task type. |
TASK_TYPE_BILLABLE_FLAG | A flag saying whether the task type is billable. |
ROLE_ID | The unique identifier of the roles performed on the work item. |
ROLE_NAME | The name of the roles performed on the work item. |
ACCOUNT_ID | The tenant's unique identifier to whom the Work Item belongs to. |
ACCOUNT_NAME | The tenant's name to whom the Work Item belongs to. |
USER_ID | The unique identifier of the user profile for whom the comparison is done. |
USER_NAME | The name of the user profile for whom the comparison is done. |
INTERNAL_CLIENT_ID | The User Profile to which the work item belongs to. |
INTERNAL_CLIENT | The name of the User to which the work item belongs to. |
CLIENT_ID | The client's unique identifier to which the work item belongs to. |
CLIENT | The client's name to which the work item belongs to. |
BUDGETED_MINUTES | Total minutes budget for the work item. |
ACTUAL_MINUTES | The actual minutes spent on the work item. |
BUDGETED_COST | The total budgeted cost for the work item. |
ACTUAL_COST | The actual cost incurred on the work item. |
WORK_ITEM_DAYS_IN_STATUS
This table provides information on the number of days a given work items was in a specific status.
Field | Description |
WORK_ITEM_ID | The unique identifier for the work item whose details are being provided. |
WORK_ITEM_TITLE | The title of the work item |
WORK_ITEM_CREATED_AT | The DateTime when the work item was created. |
ASSIGNED_TO_ID | The user identifier to whom the work item was assigned to. |
ASSIGNED_TO | The name of the user to whom the work item was assigned to. |
CLIENT_ID | The client's unique identifier to which the work item belongs to. |
CLIENT_NAME | The client's name to which the work item belongs to. |
USER_ID | The User Profile to which the work item belongs to. |
USER_NAME | The name of the User to which the work item belongs to. |
ACCOUNT_ID | The tenant's unique identifier to whom the Work Item belongs to. |
ACCOUNT_NAME | The tenant's name to whom the Work Item belongs to. |
PRIMARY_STATUS_ID | The primary status code in which the work item currently sits. |
PRIMARY_STATUS_NAME | The primary status name in which the work item currently sits. |
SECONDARY_STATUS_ID | The secondary status code in which the work item currently sits. |
SECONDARY_STATUS_NAME | The secondary status name in which the work item currently sits. |
STATUS_ENTRY_DATE | The date on which the work item entered the given primary and secondary status. |
STATUS_EXIT_DATE | The date on which the work item exited the given primary and secondary status. |
DAYS_IN_STATUS | The number of days the work item was in the given primary and secondary status. |
WORK_ITEM_DETAILS
This table provides all the details about a work item.
Field | Description |
WORK_ITEM_ID | The unique identifier for the work item whose details are being provided. |
REPORTING_DATE | The business date for which the report is run. |
WORK_TITLE | The title of the work item |
CLIENT_ID | The client's unique identifier to which the work item belongs to. |
CLIENT | The client's name to which the work item belongs to. |
CLIENT_TYPE | The client's type to which the work item belongs to. Can be one of - Individual, Organization or Client Group. |
INTERNAL_CLIENT_ID | The User Profile to which the work item belongs to. |
INTERNAL_CLIENT | The name of the User to which the work item belongs to. |
ACCOUNT_ID | The tenant's unique identifier to whom the Work Item belongs to. |
ACCOUNT_NAME | The tenant's name to whom the Work Item belongs to. |
WORK_TYPE_ID | The type code of the work item. |
WORK_TYPE | The type of the work item. |
PRIMARY_STATUS_ID | The primary status code in which the work item currently sits. |
SECONDARY_STATUS_ID | The secondary status code in which the work item currently sits. |
PRIMARY_STATUS | The primary status name in which the work item currently sits. |
SECONDARY_STATUS | The secondary status name in which the work item currently sits. |
CREATED_DATETIME | The date and time when the work item was created. |
CREATED_BY_ID | The user profile's unique identifier who created the work item. |
CREATED_BY | The user profile's name who created the work item. |
START_DATETIME | The date and time when the work item was started. In <timezone> |
ASSIGNED_TO_ID | The user profile's unique identifier to whom the work item is currently assigned to. |
ASSIGNED_TO | The user profile's name to whom the work item is currently assigned to. |
DUE_DATETIME | The date and time when the work item is expected to be completed. |
DEADLINE_DATETIME | The date and time when the work item is due. In <timezone> |
COMPLETED_DATETIME | The date and time when the work item is completed. In <timezone> |
COMPLETED_BY_ID | The user profile's unique identifier who completed the work item. |
COMPLETED_BY | The user profile's name who completed the work item. |
REPEAT_SCHEDULE | The frequency that the work item is set to repeat |
USER_DEFINED_CLIENT_ID | An id created by the user for internal use. |
WORK_TEMPLATE_ID | The unique identifier of the work template used to create the work item. |
WORK_TEMPLATE | The name of the work template used to create the work item. |
FIXED_FEE_ESTIMATED_COST | The estimated fixed fee cost associated with the work item. |
BUDGETED_MINUTES | The budgeted minutes for a work item. |
BUDGETED_COST | The budgeted cost for a work item. |
EXPENSE_AMOUNT | The total expense amount against the work item. |
BILLABLE_EXPENSE_AMOUNT | The billable expense amount against the work item. |
TIME_ENTRY_MINUTES | Total time entries in minutes against the work item. |
TIME_ENTRY_COST | Total time entry costs against the work item. |
BUDGET_REMAINING_HOURS | The amount of budgeted hours minus the inputted time entry hours. |
INTERNAL_TASKS_COMPLETED_COUNT | The number of tasks (not including client task) that have been completed on the work item. |
INTERNAL_TASKS_PENDING_COUNT | The number of tasks (not including client task) that have not been completed on the work item. |
IS_WORK_ITEM_OVERDUE | Flag indicating if a work item is overdue or not. |
WORK_ITEM_STATUS_HISTORY
This table provides the status life cycle of a work item.
Field | Description |
WORK_ITEM_ID | The unique identifier for the work item whose details are being provided. |
CHANGED_AT_DATETIME | The DateTime when the status changed from previous to current. |
WORK_TITLE | The title of the work item |
WORK_TYPE_ID | The id for the work type to which the work item belongs. |
WORK_TYPE | The work type name to which the work item belongs. |
ASSIGNED_TO_ID | The user identifier to whom the work item was assigned to. |
ASSIGNED_TO | The name of the user to whom the work item was assigned to. |
CHANGED_BY_ID | The user identifier who changed the work item status. |
CHANGED_BY | The name of the user who changed the work item status. |
CLIENT_ID | The client's unique identifier to which the work item belongs to. |
CLIENT | The client's name to which the work item belongs to. |
INTERNAL_CLIENT_ID | The User Profile to which the work item belongs to. |
INTERNAL_CLIENT | The name of the User to which the work item belongs to. |
ACCOUNT_ID | The tenant's unique identifier to whom the Work Item belongs to. |
ACCOUNT_NAME | The tenant's name to whom the Work Item belongs to. |
CHANGED_AT_DATE | The date when the status changed from previous to current. |
PREVIOUS_PRIMARY_STATUS_ID | The primary status id of the work item before the change. |
PREVIOUS_PRIMARY_STATUS | The primary status name of the work item before the change. |
PREVIOUS_SECONDARY_STATUS_ID | The secondary status id of the work item before the change. |
PREVIOUS_SECONDARY_STATUS | the secondary status name of the work item before the change. |
PRIMARY_STATUS_ID | The primary status id of the work item after the change |
PRIMARY_STATUS | the primary status name of the work item after the change. |
SECONDARY_STATUS_ID | The secondary status id of the work item after the change. |
SECONDARY_STATUS | the secondary status name of the work item after the change. |
AUTOMATICALLY_UPDATED | Flag indicating if the status change was done by an automator. |
CLIENT_EMAIL_CONVERSATION_RESPONSE_DETAIL
This table provides a detailed summary of email responses.
Field | Description |
CONTACT | The client's name with who the response email interacted. |
CLIENT_MANAGER | The name of the User Profile who manages the responsibilities of this client. Defined on the Details tab of the contact. |
CLIENT_MANAGER_ID | The identifier of the User Profile who manages the responsibilities of this client. |
CLIENT_OWNER | The name of the User Profile who owns the responsibilities of this client. Defined on the Details tab of the contact. |
CLIENT_OWNER_ID | The identifier of the User Profile who owns the responsibilities of this client. |
CONTACT_ID | The client's unique identifier with who the response email interacted. |
CONTACT_TYPE | The type of client: Individual (Contact), Organisation, Client Group. |
CONVERSATION_ID | The ID of the thread of emails in which the response email is included. |
EMAIL_SUBJECT | The subject line of the response email. |
EMAIL_MESSAGE_ID | The identifier of the response email. |
RESPONSE_DATETIME | The timestamp of the response email. |
RESPONSE_DIRECTION | The categorization of response email into "sent" or "received". Sent means the email was sent to the client, and received means the email was received by the client. |
EMAIL_SENT_BY | The name of the user who sent the response email. |
EMAIL_SENT_BY_ID | The identifier of the user who sent the response email. |
RESPONSE_TIME_HOURS | The time (in hours) it took the user to respond. |
RESPONSE_TIME_MINUTES | The time (in minutes) it took the user to respond. |
ACCOUNT_NAME | The tenant's name to whom the email belongs to. |
ACCOUNT_ID | The tenant's unique identifier to whom the email belongs to. |
CLIENT_EMAIL_INTERACTION_DAILY_SUMMARY
This table summarizes daily email interactions.
Field | Description |
INTERACTION_DATE | The date the email was sent. |
INTERACTION_DIRECTION | The categorization of email into "sent" or "received". Sent means the email was sent to the client, and received means the email was received by the client. |
CONTACT_ID | The client's unique identifier to who the email interacted. Defined on the Details tab of the contact. |
EMAIL_SENT_BY_ID | The unique identifier for who sent the email. |
ACCOUNT_ID | The tenant's unique identifier to whom the email belongs to. |
ACCOUNT_NAME | The tenant's name to whom the email belongs to. |
CLIENT_OWNER_ID | The unique identifier of the User Profile who owns the responsibilities of this client. |
CLIENT_OWNER | The name of the User Profile who owns the responsibilities of this client. Defined on the Details tab of the contact. |
CLIENT_MANAGER_ID | The identifier of the User Profile who manages the responsibilities of this client. |
CLIENT_MANAGER | The name of the User Profile who manages the responsibilities of this client. Defined on the Details tab of the contact. |
CONTACT | The client's name with who the email interacted. |
CONTACT_TYPE | The type of client: Individual (Contact), Organisation, Client Group. |
EMAIL_SENT_BY | The name of the user who sent the email. |
TOTAL_INTERACTION_COUNT | The count of emails both sent and received. |
EMAIL_DETAIL
This table shows all emails from both Karbon Contacts and non-contacts.
Field | Description |
ACCOUNT_ID | The tenant's unique identifier to whom the email belongs to. |
ACCOUNT_NAME | The tenant's unique identifier to whom the email belongs to. |
CONTACT_ID | The client's unique identifier to who the response email interacted with. |
CONTACT | The client's name to who the response email interacted with. |
CONTACT_TYPE | The type of client: Individual (Contact), Organisation, Client Group. |
CONVERSATION_ID | The ID of the thread of emails in which the response email is included. |
CLIENT_OWNER_ID | The identifier of the User Profile who owns the responsibilities of this client. |
CLIENT_OWNER | The name of the User Profile who owns the responsibilities of this client. Defined on the Details tab of the contact. |
CLIENT_MANAGER_ID | The identifier of the User Profile who manages the responsibilities of this client. |
CLIENT_MANAGER | The name of the User Profile who manages the responsibilities of this client. Defined on the Details tab of the contact. |
EMAIL_SUBJECT | The subject line of the response email. |
EMAIL_MESSAGE_ID | The identifier of the response email. |
EMAIL_SENT_BY | The name of user who sent the response email. |
EMAIL_SENT_BY_ID | The identifier of user who sent the response email. |
RESPONSE_TIME_MINUTES | The time (in minutes) it took the user to respond. |
RESPONSE_DATETIME | The timestamp of the response email. |
RESPONSE_DIRECTION | The categorization of response email into "sent" or "received". Sent means the email was sent to the client, received means the email was received by the client. |
DIMN_ORGANIZATION_MEMBER
This table shows the relationships between organizations and people (i.e. contacts)
Field | Description |
ACCOUNT_ID | The tenant's unique identifier to whom this data belongs to. |
ACCOUNT_NAME | The tenant's name to whom this data belongs to. |
ORGANIZATION | The name of the organization (one of three subtypes of clients.) |
ORGANIZATION_ID | The organization's unique identifier. |
PERSON | The name of an individual (contact) added in Karbon |
PERSON_ID | The individual's (contacts) unique identifer. |
REPORTING_DATE | The date as of which the data is representative of. |
BILLING_ITEM
This table shows the summary of billed items at the invoice line level.
Field | Description |
BILLING_ITEM_ID | The unique identifier for each line of an invoice, billable amount, and billed amount. |
INVOICE_APPROVED_DATE | The date the invoice was approved. |
INVOICE_APPROVED_AT | The timestamp the invoice was approved. |
TIME_ENTRY_ID | The unique identifier for time entries. |
EXPENSE_ID | The unique identifier for expenses. |
BILLING_ITEM_TYPE | The type of the billing item which can be work item, person, organization, client group, time entry, or expense. |
BILLING_TYPE | How this work is billed to the client. Possible values include Fixed Fee, Time and Materials, and Non-billable Fee. |
RECORDED_AND_BILLED_AMOUNT | The amount on invoice, not including adjustments. |
BILLED_AMOUNT | The final amount on invoice. |
INVOICE_NUMBER | The number of the invoice as seen in app. |
INVOICE_ID | The unique identifier for the invoice. |
INVOICE_LINE_ID | The unique identifier for each line item in the invoice. |
INVOICE_STATUS_ID | The corresponding identifier for each of the five invoice statuses. |
INVOICE_STATUS | The status of the invoice. Possible statuses include; Draft, Approved, Awaiting Payment, Paid, Exported, Voided |
IS_BILLED | Current status of the invoice is any status besides Draft or Voided. |
WORK_ITEM_ID | The unique identifier for the work item whose details are being provided. |
WORK_ITEM_TITLE | The title of the work item. |
CLIENT_ID | The unique identifier of the client. |
CREATED_BY_USER_ID | The unique identifier for the user who created the invoice. |
ACCOUNT_ID | The tenant's unique identifier to whom this data belongs to. |
ACCOUNT_NAME | The tenant's name to whom this data belongs to. |
WIP_ITEM
This table is a daily historic record of WIP.
Field | Description |
ENTITY_ID | The unique identifier of the entity |
ENTITY_TYPE | The type of entity. Possible types of entities include work item, client, time entry, and expense. |
WORK_ITEM_ID | The work item's unique identifier assoicated with the WIP. |
WORK_TITLE | The work item's title assoicated with the WIP. |
CLIENT_ID | The client's unique identifier associated with the WIP. |
BILL_TO_CONTACT_ID | The default billing contact's unique identifier. This is customizable to each client in the billing settings. |
CLIENT | The client's name to who the WIP is associate with. |
BILL_TO_CONTACT | The default billing contact's name. This is customizable to each client in the billing settings. |
BILLING_TYPE | The billing type associated with the entity. Possible types include Time and Materials and Fixed Fee. |
TIME_RECORDED_AMOUNT | The total amount for the recorded time on work items or clients that are still in WIP. |
TIME_BILLED_AMOUNT | The amount that was billed on items in WIP, including adjustments (Time Billed Amount = Time Recorded and Billed + Time Write On/Off |
TIME_RECORDED_AND_BILLED_AMOUNT | The amount that was billed on items in WIP, excluding adjustments. |
TIME_ADJUSTMENT_AMOUNT | The amount written on or off on the invoice. |
TIME_WIP_AMOUNT | The difference between the Time Billed and Total Recorded (Time WIP = Time Recorded - Fixed Fee) |
FIXED_FEE_BILLED_AMOUNT | The amount of fixed fees from WIP that is still billable (Fixed Fee Billable = Fixed Fee - Fixed Fee Billed) |
FIXED_FEE_AMOUNT | The total fixed fee for work items in WIP. |
FIXED_FEE_WIP_AMOUNT | The difference between the Fixed Fee and Total Recorded (Fixed Fee WIP = Total Recorded - Fixed Fee) |
EXPENSE_AMOUNT | The total expenses added to work items or clients. |
EXPENSE_BILLED_AMOUNT | The amount of expenses billed, including adjustments. |
EXPENSE_RECORDED_AND_BILLED_AMOUNT | The amount of expense billed, excluding adjustments. |
EXPENSE_WIP_AMOUNT | The total amount of expenses that are still billable to the client for WIP (Expenses Billable WIP = Expenses Amount - Expenses Billed) |
TOTAL_WIP_AMOUNT | The combination of Time WIP, Fixed Fee WIP, and Expense WIP. |
ACCOUNT_ID | The tenant's unique identifier to whom this data belongs to. |
ACCOUNT_NAME | The tenant's name to whom this data belongs to. |
EFFECTIVE_AS_DATE | Date this table was last extracted from it's source. |
DEFAULT_BILLING_CONTACT
This table shows the default billing contact for a corresponding entity.
Field | Description |
ENTITY_ID | The unique identifier of the entity |
ENTITY_TYPE | The type of entity. Possible types of entities include person, client group, work item, and organization. |
CONTACT | The name of the client/contact, when applicable. |
WORK_TITLE | The name of the work item, when applicable. |
BILL_TO_CONTACT_ID | The default billing contact's unique identifier. |
BILL_TO_CONTACT_TYPE | The default billing contact's type. |
BILL_TO_CONTACT | The default billing contact's name. |
ACCOUNT_ID | The tenant's unique identifier to whom this data belongs to. |
ACCOUNT_NAME | The tenant's name to whom this data belongs to. |
EXPENSE_DETAIL
This table shows a record of all expenses on work items or clients.
Field | Description |
BUSINESS_DATE | Date this table was last extracted from it's source. |
EXPENSE_ID | The unique identifier for the expense. |
CREATED_DATETIME | Date the expense was created. |
DESCRIPTION | The description that was added to the expense. |
EXPENSE_AMOUNT | The amount added as the cost amount to the expense. |
BILLABLE_AMOUNT | The amount added as the billable amount to the expense. |
CREATED_BY_ID | The user profile's unique identifier who created the work item. |
CREATED_BY | The user profile's name who created the work item. |
WORK_ITEM_ID | The unique identifier for the work item that the expense was assigned to. |
WORK_TITLE | The title of the work item. |
BILLING_TYPE | How this work is billed to the client. Possible values include Fixed Fee, Time and Materials, and Non-billable Fee. |
CLIENT_ID | The unique identifier of the client that the expense was assigned to. |
CLIENT_FULL_NAME | The name of the client. |
ACCOUNT_ID | The tenant's unique identifier to whom this data belongs to. |
ACCOUNT_NAME | The tenant's name to whom this data belongs to. |
WORK_ITEM_INTERNAL_TASK_DETAIL
This table shows a record of all tasks created on work items.
Field | Description |
INTERNAL_TASK_ID | The unique identifier of the task in a work item. |
INTERNAL_TASK_TITLE | The name of the task. |
WORK_ITEM_ID | The unique identifier for the work item to which the task belongs. |
WORK_TITLE | The title of the work item to which the task belongs. |
ASSIGNED_TO_ID | The user identifier to whom the task is assigned. |
ASSIGNED_TO
| The name of the user to whom the work item was assigned to. |
COMPLETED_BY | The user name of whom the task was completed by. |
COMPLETED_BY_ID | The user identifier of whom the task was completed by. |
ROLE_ID | The unique identifier of the role specified for the task. |
ROLE_NAME | The name of role performed by the user. |
TASK_TYPE_ID | The unique identifier for the task type. |
TASK_TYPE | The name of the task type. |
SECTION_ID | The unique identifier of the section within the work item to which the tasks belongs. |
SECTION_NAME | The name of the section within the work item to which the tasks belongs. |
PRIMARY_STATUS_ID | The unique identifier of the primary status of the task. |
PRIMARY_STATUS | The name of the primary status of the task. |
SECONDARY_STATUS_ID | The unique identifier of the secondary status of the work item. |
SECONDARY_STATUS | The name of the secondary status of the work item. |
CREATED_DATETIME | The date the task was created. |
DUE_DATETIME | The date the task was due. |
COMPLETED_DATETIME | The date the task was completed. |
ACCOUNT_ID | The tenant's unique identifier to whom this data belongs to. |
ACCOUNT_NAME | The tenant's name to whom this data belongs to. |
DIMN_CLIENT_ACCOUNTING_DETAIL
This table shows many of the fields found in the accounting details section on the Detail tab for a Contact.
Field | Description |
CLIENT_ID | The unique identifier of the client. |
LEGAL_NAME | Legal name of the client as entered in the accounting details of the client. |
TRADING_NAME | Trading name of the client as entered in the accounting details of the client. |
BUSINESS_NAME | Business name of the client as entered in the accounting details of the client. |
TAX_COUNTRY_CODE | Tax country code of the client as entered in the accounting details of the client. |
PROVISIONAL_TAX_BASIS | Provisional tax basis of the client as entered in the accounting details of the client. |
PROVISIONAL_TAX_RATIO | Provisional tax ratio of the client as entered in the accounting details of the client. |
LINE_OF_BUSINESS | Line of business of the client as entered in the accounting details of the client. |
SELLS | Drop down selection to indicate whether the client sells services, products, both or other, as entered in the accounting details of the client |
REVENUE_MODEL | Drop down selection to indicate the revenue model of the client, as entered in the accounting details of the client |
ANNUAL_REVENUE | Annual revenue of the client, as entered in the accounting details of the client |
ORGANIZATION_BUSINESS_ENTITY_TYPE | Drop down selection to indicate the organization business entity type of the client, as entered in the accounting details of the client |
ORGANIZATION_VALUATION | Organization valuation, as entered in the accounting details of the organization |
INCORPORATION_DATE | Incorporation date, as entered in the accounting details of the organization |
INCORPORATION_STATE | Incorporation state, as entered in the accounting details of the organization |
CONTACT_SALUTATION | Contact Salutation, as entered in the accounting details for contacts. |
USER_DEFINED_IDENTIFIER | User Defined Identifier, as entered in the accounting details for contacts. |
FINANCIAL_YEAR_END_DAY | Financial year end day of the client, as entered in the accounting details -> tax section of the client |
FINANCIAL_YEAR_END_MONTH | Financial year end month of the client, as entered in the accounting details -> tax section of the client |
SALES_TAX_BASIS | Sales tax basis of the client, as entered in the accounting details -> tax section of the client |
SALES_TAX_PERIOD | Sales tax period of the client, as entered in the accounting details -> tax section of the client |
INCOME_TAX_INSTALLMENT_PERIOD | Income tax installment period of the client, as entered in the accounting details -> tax section of the client |
SERVICES | Services of the client, as entered in the accounting details -> tax section of the client |
ACCOUNT_ID | The tenant's unique identifier to whom the email belongs to. |
ACCOUNT_NAME | The tenant's name to whom the email belongs to. |
MY_WEEK
This model contains the underlying data from MyWeek in app.
Field | Description |
MY_WEEK_ITEM_ID | The unique identifier for My Week entries. |
WORK_ITEM_ID | The unique identifier for the related work item |
EMAIL_CONVERSATION_ID | The unique identifier for email conversations |
NOTE_ID | The unique identifier for note. |
ENTITY_TYPE | The type of entity. Possible types of entities include work item, client, time entry, and expense. |
WORK_TITLE | The title of the work item. |
USER_ID | The unique identifier of the user profile. |
USER_NAME | The name of the user profile. |
CLIENT_ID | The unique identifier of the client. |
CLIENT_TYPE | This field specifies whether the client is a contact, organization or client group. |
CLIENT | The name of the client. |
MY_WEEK_BIN_TYPE | The title of the my_week_bin_type_id |
PLANNED_WEEK | The week selected in My Week, calculated by using the my_week_bin_value. |
ACCOUNT_ID | The tenant's unique identifier to whom the email belongs to. |
ACCOUNT_NAME | The tenant's name to whom the email belongs to. |
BUDGET
This model provides a detailed view of budgets estimates added to work items.
Field | Description |
EFFECTIVE_AS_DATE | Date this table was last extracted from it's source. |
BUDGET_ID | The unique identifier for each budget estimate added to a work item. |
MY_WEEK_ITEM_ID | The unique identifier for My Week entries. |
WORK_ITEM_ID | The unique identifier for the work item to which the budget belongs to. |
WORK_ITEM | The title of the work item. |
USER_ID | The unique identifier of the user profile. |
USER_NAME | The name of the user profile. |
TASK_TYPE_ID | The unique identifier for the task type. |
TASK_TYPE | The name of the task type. |
BILLING_TYPE_ID | The unique identifier for the billing type. |
BILLING_TYPE | The name of the billing type. |
ROLE_ID | The unique identifier of the roles performed on the work item. |
ROLE_NAME | The name of the roles performed on the work item. |
IS_BILLABLE | A flag saying whether the task type is billable. |
BUDGET_MINUTES | The amount of time (in minutes) that is entered on a budget estimate. |
HOURLY_RATE | The hourly rate that is set on a budget estimate. There is the option to chose the default hourly rate of the specified role or a customized rate. |
BUDGET_AMOUNT | The final montary amount of the budget estimate based on the entered estimated time and hourly rate. |
FIXED_FEE_AMOUNT | The fixed fee associated with a work item. |
ACCOUNT_ID | The tenant's unique identifier to whom the email belongs to. |
ACCOUNT_NAME | The tenant's name to whom the email belongs to. |
MODIFIED_DATE | The timestamp that the record was last modified at. |
INVOICE
This model provides a detailed view of invoices created in Karbon.
Field | Description |
INVOICE_ID | The unique identifier for the invoice |
INVOICE_NUMBER | The number of the invoice as seen in app. |
CLIENT_ID | The unique identifier of the client. |
CLIENT | The client's name to which the invoice item belongs to. |
APPROVED_BY_ID | ID of the colleague who approved the invoice. |
APPROVED_BY | The colleague name who approved the invoice. |
VOIDED_BY_ID | ID of the colleague who approved the invoice. |
VOIDED_BY | The colleague name who voided the invoice. |
INVOICE_STATUS_ID | The corresponding identifier for each of the five invoice statuses. |
INVOICE_STATUS | The status of the invoice. Possible statuses include; Draft, Approved, Awaiting Payment, Paid, Exported, Voided |
INVOICE_DATE | The date the invoice was sent. |
DUE_DATE | The date the invoice is due by. |
PAID_IN_FULL_DATE | The date the invoice was paid in full. |
APPROVED_DATETIME | The timestamp the invoice was approved. |
VOIDED_DATETIME | The timestamp the invoice was voided. |
WRITE_ON_OFF | The amount the invoice was increased/decreased by compared to the amount of work done. |
INVOICE_AMOUNT | The amount of all line items totalled. |
INVOICE_TAX_AMOUNT | The amount of tax on the invoice. |
INVOICE_TOTAL | The sum of invoice_amount and invoice_tax_amount. |
ACCOUNT_ID | The tenant's name to whom the email belongs to. |
ACCOUNT_NAME | The tenant's unique identifier to whom the email belongs to. |
EMAIL_DETAIL_V2
This table contains the details of emails to and from Karbon users. This is a revamped version of the EMAIL_DETAIL view.
Field | Description |
EMAIL_MESSAGE_ID | The unique identifier of the email. |
EMAIL_CONVERSATION_ID | The unique identifier of the email thread. An email thread refers to a sequence of email messages that are part of the same conversation |
EMAIL_SENT_BY_USER_ID | The unique identifier of the user who sent the email. |
EMAIL_SENT_BY | The name of the user who sent the email. |
EMAIL_RECEIVED_BY_USER_ID | The unique identifer of the user who received the email. |
EMAIL_RECEIVED_BY | The name of the user who received the email. |
CONTACT_ID | The unique identifier of the client associated with the email. |
CONTACT | The name of the client associated with the email. |
CONTACT_TYPE | The type of client: Individual (Contact), Organisation, or Client Group. |
CLIENT_OWNER_ID | The unique identifier of the user who owns the responsibilities of this client. |
CLIENT_OWNER | The name of the user who owns the responsibilities of this client. Defined on the Details tab of the contact. |
CLIENT_MANAGER_ID | The identifier of the user who manages the responsibilities of this client. |
CLIENT_MANAGER | The name of the user who manages the responsibilities of this client. Defined on the Details tab of the contact. |
EMAIL_INTERACTION_DATETIME_UTC | The timestamp of when the email was sent or received in UTC. |
PRECEDING_EMAIL_INTERACTION_DATETIME_UTC | The timestamp of when the previous email in the thread was sent or received in UTC. |
EMAIL_INTERACTION_DATETIME_LOCAL | The timestamp of when the email was sent or received in the local timezone of the tenant. |
PRECEDING_EMAIL_INTERACTION_DATETIME | The timestamp of when the previous email in the thread was sent or received in the local timezone of the tenant. |
RESPONSE_DIRECTION | The categorization of response email into sent or received. This is in respect to the user. Sent refers to when a user sends an email, and received refers to when the user receives an email. |
EMAIL_SUBJECT | The subject line of the email. |
IS_REPLY | A flag indicating whether the email is a reply. |
IS_FIRST_EMAIL_IN_CONVERSATION | A flag indicating whether the email is the first email in the conversation/thread. |
IS_REPLY_TO_CLIENT | A flag indicating whether the email is a reply to a client. |
IS_FIRST_REPLY | A flag indicating whether the email is the first reply in the conversation/thread. |
RESPONSE_TIME_MINUTES | The time (in minutes) it took the user to respond to the previous email. |
RESPONSE_TIME_HOURS | The time (in hours) it took the user to respond to the previous email. |
RESPONSE_TIME_DAYS | The time (in days) it took the user to respond to the previous email. |
RESPONSE_TIME_MINUTES_EXCLUDING_WEEKENDS | The time (in minutes) it took the user to respond to the previous email EXCLUDING weekends (Sat, Sun). |
RESPONSE_TIME_HOURS_EXCLUDING_WEEKENDS | The time (in hours) it took the user to respond to the previous email EXCLUDING weekends (Sat, Sun). |
RESPONSE_TIME_DAYS_EXCLUDING_WEEKENDS | The time (in days) it took the user to respond to the previous email EXCLUDING weekends (Sat, Sun). |
ACCOUNT_ID | The tenant's unique identifier to whom the email belongs to. |
ACCOUNT_NAME | The tenant's name to whom the email belongs to. |
EMAIL_CONVERSATION
This table contains the summary of email conversations within Karbon in relation to their work items.
Field | Description |
EMAIL_CONVERSATION_ID | The unique identifier of the email thread. An email thread refers to a sequence of email messages that are part of the same conversation |
ASSIGNED_TO_USER_ID | The unique identifier of the user who is assigned to the email thread. |
ASSIGNED_TO | The name of the user who is assigned to the email thread. |
FIRST_EMAIL_MESSAGE_ID | The unique identifier of the first email in the conversation/thread. |
LAST_EMAIL_MESSAGE_ID | The unique identifier of the last email in the conversation/thread. |
WORK_ITEM_ID | The unique identifier of the work item that the email has been added to. |
WORK_ITEM_TITLE | The name of the work item that the email has been added to. |
DUE_DATETIME | The timestamp of when the email thread is due. |
COMPLETED_DATETIME | The timestamp of when the email thread is completed. |
PRIMARY_STATUS | The primary status of the email thread. |
SECONDARY_STATUS | The secondary status of the email thread. |
COMMENT_COUNT | The total number of comments made on the email thread. |
COMMENT_ATTACHMENT_COUNT | The total number of comment attachments made to the email thread. |
EMAIL_MESSAGE_COUNT | The total number of emails within the email thread. |
ACCOUNT_ID | The tenant's unique identifier to whom the email thread belongs to. |
ACCOUNT_NAME | The tenant's name to whom the email thread belongs to. |
TRIAGE
This table contains the summary of triage items within Karbon.
Field | Description |
TRIAGE_ITEM_ID | The unique identifier of a triage item. |
USER_ID | The unique identifier of the user the triage item is associated with. |
CLIENT_ID | The unique identifier of the client. |
TRIAGE_ENTITY_ID | The unique identifier of the entity (email, work item, note, task, invoice, billing run, timesheet.) This can be used to join to other table. |
TRIAGE_ITEM_TYPE | The type of entity in triage. This includes the following: email, work item, note, invoice, billing run, time sheet, client task, internal task or system notification. |
TRIAGE_ITEM_TITLE | The title of the triage item. |
TRIAGE_STATUS | The status of the triage. It can be Sent, Later, Low Priority, Triage or Cleared. |
IS_READ | A flag indicating if the triage item has been opened. |
ENTERED_TRIAGE_DATETIME | The timestamp of when the item entered triage. |
ENTERED_TRIAGE_DATE | The date when the item entered triage. |
EXITED_TRIAGE_DATETIME | The timestamp of when the item exited triage. |
EXITED_TRIAGE_DATE | The date when the item exited triage. |
MINUTES_IN_TRIAGE | The time (in minutes) a item spent it triage before getting cleared. This only includes cleared items. |
HOURS_IN_TRIAGE | The time (in hours) a cleared triage item spent it triage before getting cleared. This only includes cleared items. |
DAYS_IN_TRIAGE | The time (in days) a cleared triage item spent it triage before getting cleared. This only includes cleared items. |
MINUTES_IN_TRIAGE_EXCLUDING_WEEKENDS | The time (in minutes) a triage item spent in triage before getting cleared EXCLUDING weekends (Sat, Sun.) This only includes cleared items. |
HOURS_IN_TRIAGE_EXCLUDING_WEEKENDS | The time (in hours) a triage item spent in triage before getting cleared EXCLUDING weekends (Sat, Sun.) This only includes cleared items. |
DAYS_IN_TRIAGE_EXCLUDING_WEEKENDS | The time (in days) a triage item spent in triage before getting cleared EXCLUDING weekends (Sat, Sun.) This only includes cleared items. |
ACCOUNT_ID | The tenant's unique identifier to whom the triage item belongs to. |
ACCOUNT_NAME | The tenant's name to whom the triage item belongs to. |
CLIENT_TASK
This table contains the details of client tasks.
Field | Description |
CLIENT_TASK_ID | The unique identifier of a client task. |
CLIENT_TASK_SECTION_ID | The unique identifier of a client task section. |
CLIENT_TASK_TITLE | The name of the client task. |
CLIENT_TASK_SECTION_TITLE | The name of the client task section. |
WORK_ITEM_ID | The unique identifier of the work item associated with the client task. |
WORK_ITEM_TITLE | The name of the work item associated with the client task. |
CLIENT_ID | The unique identifier of the client associated with the work item. |
CLIENT | The name of the client associated with the work item. |
WORK_ITEM_ASSIGNEE_USER_ID | The unique identifier of the user assigned to the work item. |
WORK_ITEM_ASSIGNEE_USER_NAME | The name of the user assigned to the work item. |
CREATED_DATETIME | The timestamp of when the client task was created. |
DUE_DATE | The due date of the client task. |
SENT_DATETIME | The date of when the client task was sent. |
COMPLETED_DATETIME | The timestamp of when the client task was completed. |
CLIENT_TASK_STATUS | The status of the client task; not sent, sent and completed. The client task can only be in one status at a time. |
CLIENT_TASK_STATUS_ORDER_ID | The order of the statuses from start to finish, used to order visualizations correctly. |
COMPLETION_TIME_MINUTES | The time (in minutes) it took for the client task to be completed. |
COMPLETION_TIME_MINUTES_EXCLUDING_WEEKENDS | The time (in minutes) it took for the client task to be completed EXCLUDING weekends. (Sat, Sun) |
COMPLETION_TIME_HOURS | The time (in hours) it took for the client task to be completed. |
COMPLETION_TIME_HOURS_EXCLUDING_WEEKENDS | The time (in hours) it took for the client task to be completed EXCLUDING weekends. (Sat, Sun) |
COMPLETION_TIME_DAYS | The time (in days) it took for the client task to be completed. |
COMPLETION_TIME_DAYS_EXCLUDING_WEEKENDS | The time (in days) it took for the client task to be completed EXCLUDING weekends. (Sat, Sun) |
ACCOUNT_ID | The tenant's unique identifier to whom the client task belongs to. |
ACCOUNT_NAME | The tenant's name to whom the client task belongs to. |
DIM_TENANT_TEAM
The table contains all tenant teams created in Karbon.
Field | Description |
TENANT_TEAM_ID | The unique identifier of the tenant team. |
TENANT_TEAM_NAME | The name of the tenant team. |
PARENT_TENANT_TEAM_ID | The unique identifier of the parent's tenant team. |
PARENT_TENANT_TEAM_NAME | The name of the parent's tenant team. |
ACCOUNT_ID | The tenant's unique identifier to whom the team belongs to. |
ACCOUNT_NAME | The tenant's name to whom the team belongs to. |
DIM_TENANT_TEAM_MEMBER
This table contains all tenant team members.
Field | Description |
TENANT_TEAM_MEMBER_ID | The unique identifier for the of tenant team and user. |
TENANT_TEAM_ID | The unique identifier of the tenant team. |
USER_ID | The unique identifier of the user under the tenant team. |
ACCOUNT_ID | The tenant's unique identifier to whom the team member belongs to. |
ACCOUNT_NAME | The tenant's name to whom the team member belongs to. |