Project Financial Analytics - APIs - V1 - Overview Historical

API Name: CoreconAPI_OverviewHistorical


Note: Job Cost Code, Internal Grouping and Owner Code fields will be blank if multi-projects are selected.


  • MonthYearUTC
  • MonthYearOrgLocal
  • MonthYearUTCString
  • MonthYearOrgLocalString

  • ProjectId
  • ProjectNumber
  • ProjectTitle
  • ProjectBidContactName
  • ProjectSalesContactName
  • ProjectPMContactName
  • ProjectEstStartDateUtc
  • ProjectEstStartDateOrgLocal
  • ProjectEstFinishDateUtc
  • ProjectEstFinishDateOrgLocal

  • ProjectAndPrimeNumber = Trim('Project # ' + [ProjectNumber] + ' | Prime # ' + [PrimeContractNumber])

  • PrimeContractId
  • PrimeContractNumber
  • PrimeContractSubject
  • PrimeContractIssueDateUtc
  • PrimeContractIssueDateOrgLocal
  • PrimeContractStatus
  • PrimeContractApprovalDateUtc
  • PrimeContractApprovalDateOrgLocal
  • PrimeContractBillingType
  • PrimeContractBillingTypeValue
  • OwnerCompanyName
  • OwnerContactName
  • ContractorCompanyName
  • ContractorContactName
  • PrimeContractEstStartDateUtc
  • PrimeContractEstFinishDateUtc
  • PrimeContractEstStartDateOrgLocal
  • PrimeContractEstFinishDateOrgLocal

  • RevenueBudget_Prime_Subtotal
  • RevenueBudget_Prime_Tax
  • RevenueBudget_Prime_Total

  • RevenueBudget_ApprovedCOs_Subtotal
  • RevenueBudget_ApprovedCOs_Tax
  • RevenueBudget_ApprovedCOs_Total

  • RevenueBudget_Revised_Subtotal
  • RevenueBudget_Revised_Tax
  • RevenueBudget_Revised_Total

  • RevenueBudget_PendingCOs_Subtotal
  • RevenueBudget_PendingCOs_Tax
  • RevenueBudget_PendingCOs_Total

  • RevenueBudget_Revised_Subtotal_RunningSum = RUNNINGSUM(SUM([RevenueBudget_Revised_Subtotal]))
  • RevenueBudget_Revised_Total_RunningSum = RUNNINGSUM(SUM([RevenueBudget_Revised_Total]))

  • PrimeInvoice_Approved_GrossTotal_NoCORef
  • PrimeInvoice_Approved_GrossTotal_WithCORef
  • PrimeInvoice_Approved_GrossTotal

  • PrimeInvoice_Approved_Retainage
  • PrimeInvoice_Approved_RetainageBilled
  • PrimeInvoice_Approved_NetRetainage

  • PrimeInvoice_Approved_Subtotal
  • PrimeInvoice_Approved_Tax
  • PrimeInvoice_Approved_Total

  • PrimeInvoice_Approved_GrossTotal_RunningSum = RUNNINGSUM(SUM([PrimeInvoice_Approved_GrossTotal]))
  • PrimeInvoice_Approved_Subtotal_RunningSum = RUNNINGSUM(SUM([PrimeInvoice_Approved_Subtotal]))
  • PrimeInvoice_Approved_Total_RunningSum = RUNNINGSUM(SUM([PrimeInvoice_Approved_Total]))

  • PrimeInvoice_Pending_GrossTotal_NoCORef
  • PrimeInvoice_Pending_GrossTotal_WithCORef
  • PrimeInvoice_Pending_GrossTotal

  • PrimeInvoice_Pending_Retainage
  • PrimeInvoice_Pending_RetainageBilled
  • PrimeInvoice_Pending_NetRetainage

  • PrimeInvoice_Pending_Subtotal
  • PrimeInvoice_Pending_Tax
  • PrimeInvoice_Pending_Total

  • Prime Invoice Total - Cost To Date Total = [PrimeInvoice_Approved_Total] - [CostToDate_Approved_Total]

  • CostBudget_Prime
  • CostBudget_ApprovedCOs
  • CostBudget_Revised

  • CostBudget_Revised_RunningSum = RUNNINGSUM(SUM([CostBudget_Revised]))

  • CommittedCost_Approved_Subtotal_NoCORef
  • CommittedCost_Approved_Tax_NoCORef
  • CommittedCost_Approved_Total_NoCORef

  • CommittedCost_Approved_Subtotal_WithCORef
  • CommittedCost_Approved_Tax_WithCORef
  • CommittedCost_Approved_Total_WithCORef

  • CommittedCost_Approved_Subtotal
  • CommittedCost_Approved_Tax
  • CommittedCost_Approved_Total

  • CommittedCost_Approved_Subtotal_RunningSum = RUNNINGSUM(SUM([CommittedCost_Approved_Subtotal]))
  • CommittedCost_Approved_Total_RunningSum = RUNNINGSUM(SUM([CommittedCost_Approved_Total]))

  • CostToDate_Approved_GrossTotal_NoCORef
  • CostToDate_Approved_GrossTotal_WithCORef
  • CostToDate_Approved_GrossTotal

  • CostToDate_Approved_Subtotal_NoCORef
  • CostToDate_Approved_Tax_NoCORef
  • CostToDate_Approved_Total_NoCORef

  • CostToDate_Approved_Subtotal_WithCORef
  • CostToDate_Approved_Tax_WithCORef
  • CostToDate_Approved_Total_WithCORef

  • CostToDate_Approved_Subtotal
  • CostToDate_Approved_Tax
  • CostToDate_Approved_Total

  • CostToDate_Approved_GrossTotal_RunningSum = RUNNINGSUM(SUM([CostToDate_Approved_GrossTotal]))
  • CostToDate_Approved_Subtotal_RunningSum = RUNNINGSUM(SUM([CostToDate_Approved_Subtotal]))
  • CostToDate_Approved_Total_RunningSum = RUNNINGSUM(SUM([CostToDate_Approved_Total]))

  • HourBudget_Prime_L
  • HourBudget_ApprovedCOs_L
  • HourBudget_Revised_L

  • LbrTimecard_Approved_Hours_NoCORef
  • LbrTimecard_Approved_Hours_WithCORef
  • LbrTimecard_Approved_Hours

  • LbrTimecard_Pending_Hours_NoCORef
  • LbrTimecard_Pending_Hours_WIthCORef
  • LbrTimecard_Pending_Hours

  • LbrTimecard_Projected_Total

  • HourBudget_Prime_E
  • HourBudget_ApprovedCOs_E
  • HourBudget_Revised_E

  • EqpTimecard_Hours_NoCORef
  • EqpTimecard_Hours_WithCORef
  • EqpTimecard_Hours

  • EqpTimecard_Projected_Total

  • EstimatedFieldPercentComplete

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Posted November 03, 2025 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.