See below for columns that are available to build charts using the Budgets dataset in Enhanced Reporting. This table includes the data type and definition for each column name for reference.
If you are looking for a specific column name or keyword, press Ctrl+F (Windows) or Cmmd+F (Mac OSX) on your keyboard and enter the name or keyword.
Columns with URL Attributes
Users with "create" permissions can add columns with URL attributes that link to relevant records in Unity, such as matters, vendors, or invoice numbers. This allows viewers to quickly open associated records while reviewing reports without having to manually search for the information.
Which records have the URL attribute depend on the selected dataset. For reference, these column names are categorized as "function" data types and display a link icon () in the dataset definitions below.
| Column Name | Data Type | Description |
Accrual Percentage | Numeric | Accrual Total divided by the Allocated Total for a budget. This is for reporting purposes only and not used to calculate budget totals or rejected invoices. |
Accrual Total | Numeric | Sum of the latest accruals submitted towards a budget. Whether accrual values are included depends on whether the budget is associated with a specific matter, vendor, or both and if the accrual period falls within the budget’s Date Range. |
Allocated Expenses | Numeric | Amount allocated for expenses on a budget’s details page. |
Allocated Fees | Numeric | Amount allocated for fees on a budget’s details page. |
Allocated Total | Numeric | Sum of budget amount allocated for fees and expenses. |
Approved Expenses | Numeric | Sum of expenses from Approved Invoices billed to a budget. This only counts line items with a type “E” and type “IE” from Approved Invoices associated with the budget. |
Approved Fees | Numeric | Sum of fees from Approved Invoices billed to a budget. This only counts line items with a type “F” and type “IF” from Approved Invoices associated with the budget. |
Approved Percentage | Numeric | Approved Invoices divided by the Allocated Total for a budget. |
Approved Total | Numeric | Sum of fees and expenses that come from Approved Invoices billed to a budget. |
Budget Amount | Numeric | Amount designated for an internal or external budget. Typically the same as Allocated Total unless allocation amounts are modified for specific budget terms. |
Budget ID | Numeric | Unique ID generated when the budget record was created. |
Budget Legal Entity | Text | Name of the Legal Entity listed under a budget's attributes, if applicable. NOTE: Legal Entity may appear differently in your environment depending on custom label settings (e.g., Company). |
Budget Name | Text | Name given to a budget record in Unity. |
Budget Name | Function | Budget Name with the URL attribute that links the value to the relevant budget record in Unity. |
Budget Original Amount | Numeric | Amount of the budget when it was first approved. May be the same or different from the current Budget Amount depending on changes to the budget over time. |
Budget Status | Text | Refers to the status of a budget. For internal budgets, the possible statuses are Draft, Archived, or Approved. For external budgets, the possible statuses are Draft-With Vendor, Approved, Overdue, or Expired. NOTE: External budgets only apply to customers using the Budget Requests feature in Unity. |
Budget Type | Text | Whether a budget is Monthly, Quarterly, Phase, or Life of Matter. |
Client Matter ID | Text | ID generated when a matter record is created in Unity. Also see Matter ID. |
Combined Expenses | Numeric | Sum of expenses from Approved Invoices and Pending Invoices billed to a budget. This only counts line items with a type “E” and type “IE” from Approved Invoices and Pending Invoices associated with the budget. |
Combined Fees | Numeric | Sum of fees from Approved Invoices and Pending Invoices billed to a budget. This only counts line items with a type “F” and type “IF” from Approved Invoices and Pending Invoices associated with the budget. |
Combined Percentage | Numeric | Sum of Approved Invoices and Pending Invoices, divided by the Allocated Total for a budget. |
Combined Total | Numeric | Sum of fees and expenses from Approved Invoices and Pending Invoices billed to a budget. |
Cost Code | Text | Cost Code under a budget’s attributes, if applicable. NOTE: Cost Code may appear differently in your environment depending on custom label settings (e.g., Charge Numbers). |
Currency Native (Code) | Text | 3-character ISO currency code (e.g., USD, CAD, EUR, etc.) associated with the budget record. |
End Date | Date | End Date specified for a budget’s Date Range in the following format: MM-YYYY. |
Health | Function | Whether a budget is "Within" (i.e., at or under Budget Amount) or "Over" (i.e., exceeds Budget Amount). Used as metric in out-of-the-box Budget Health report. |
Is External | T/F | Lists TRUE for an external budget (i.e., submitted by a vendor) or FALSE for an internal budget (i.e., created by a Unity user). External budgets are only relevant if the Budget Requests feature is enabled in Unity. |
Is Sub Phase | T/F | Only applies to Litigation Phase budget codes that roll up a set of sub-phases. Lists TRUE for the following codes: L100, L200, L300, L400, L500, or L600. Lists FALSE for all other phases. |
Lock Amount | Numeric | Budget amount at the time a draft budget was locked. Only applies if the Locking Budgets feature is enabled. |
Lock Date | Date | Date a budget draft was locked. Only applies if the Locking Budgets feature is enabled. |
Matter Attribute [Name] | Custom Attribute | Naming convention of custom attributes scoped to matter records, if applicable (e.g., Matter Attribute Case Manager). |
Matter Close Date | Date | Date a matter record is set to Closed status. NULL if matter has not yet been closed. If the matter was re-opened and later closed, the original Closed Date is retained unless manually changed while re-opened. |
Matter Default Legal Entity | Text | The default "bill to" Legal Entity assigned to a matter. Applies only if a budget is scoped to a matter and may differ from the Budget Legal Entity. NOTE: Legal Entity may appear differently in your environment depending on custom label settings (e.g., Company). |
Matter Description | Text | Description entered to summarize the scope of legal work for the matter. |
Matter Group | Text | Name of the Matter Group listed under a budget’s attributes, if applicable. This may appear as Practice Area or Practice Group depending on custom label settings. |
Matter ID | Numeric | Matter IDs are numeric-only and system-generated when a matter record is created. |
Matter Lead | Text | First and last name of Matter Lead listed under a budget’s attributes, if applicable. |
Matter Name | Text | Name of the matter listed under a budget’s attributes. |
Matter Name | Function | Matter Name with the URL attribute that links the value to the relevant matter record in Unity. |
Matter Open Date | Date | Data a matter was set to 'Open' status (i.e., published) in the following format: YYYY-MM-DD. |
Note | Text | Note entered for a term in a budget, if applicable. |
Pending Expenses | Numeric | Sum of expenses from pending invoices billed to a budget. This only counts line items with a type “E” and type “IE” from pending invoices associated with the budget. |
Pending Fees | Numeric | Sum of fees from pending invoices billed to a budget. This only counts line items with a type “F” and type IF” from pending invoices associated with the budget. |
Pending Percentage | Numeric | Pending Invoices divided by the Allocated Total for a budget. |
Pending Total | Numeric | Sum of fees and expenses that come from pending invoices billed to a budget (i.e., not yet approved). |
Phase Code | Text | Applies only to budgets with “Phase” type. Displays the code attached to a task in a phase set (e.g., L100, L300, etc.). Codes are based on the Uniform Task-Based Management System (UTBMS). |
Source | Function | Whether a budget is internal or external. External budgets are only relevant if the Budget Requests feature is enabled. |
Start Date | Date | Start Date specified for a budget’s Date Range in the following format: MM-YYYY. |
Total Usage | Function | Sum of a budget's Approved, Pending, and Accrual values. Used to calculate Utilization Rate. |
Vendor | Text | Name of the vendor under a budget's attributes, if applicable. |
Vendor | Function | Vendor with the URL attribute that links the value to the relevant vendor record in Unity. |
Vendor Attribute [Name] | Custom Attribute | Naming convention of custom attributes scoped to vendor records, if applicable (e.g., Vendor Attribute Project Type). |
Vendor ID | Numeric | ID of the vendor under a budget’s attributes, if applicable. Vendor IDs are numeric-only and system-generated. |
Vendor Note | Text | Any notes entered by a vendor for a budget proposal. Only applies if the Budget Requests feature is enabled. |
Unallocated | Numeric | The amount of a budget that is not allocated to fees or expenses. |
Utilization | Function | Metric in Budget Health report that calculates a percentage as follows: Sum of Approved Total + Pending Total + Accrual Total, divided by the Budget Amount. NOTE: Utilization Rate is automatically set to 0 if the Budget Amount = 0. |