| Field | Description |
|---|
| Default 255 Template
|
Select the set of merge templates to use for this SF255 proposal. This list shows all of the merge templates added in the SF255 Template Editor. The SF255 Proposals application is installed with a default template set.
|
| Employees Per Page
|
Select the one or two employees per page format.
Ajera CRM uses this setting for the records you add to the SF255. This selection does not affect employee resumes that are in the proposal now. Select all preferences before you add records to an SF255.
To modify employee page formats, use
Employee Layout in block 7g on the Employees Tab of the SF255.
|
| Degree Separator
|
Select the separator to use between the educational degree and the year of graduation. For example, you could select a slash (Bachelor of Science/1986) or a comma (Bachelor of Science, 1986). Education information comes from the Experience tab of the Employees Info Center.
|
| Show Institution
|
Select this option to include the Institution field for each degree, from the Experience tab of the Employees Info Center.
|
| Registration Separator
|
Select the registration separator to use between the state issuing the license or registration, and the license or registration type). For example, you could select a slash to have the employee's registration information appear as CA/Professional Engineer. License information comes from the Experience tab of the Employees Info Center.
|
| Show State/Number
|
Select this option to include the state/province and registration number for each license.
|
| Space After Separator
|
Select this check box to put a space after the separators used in the degrees and registrations. If the separator is a comma, you must select this option to put a space after the comma.
|
| Total
project costs from all
project levels
|
With this option selected, if a
project is selected for Blocks 8 or 9, and that
project has any phases or tasks,
Ajera CRM uses data from the
Total Project Cost fields for the primary
project and for all phases and tasks to calculate one
Total Cost amount for use in the SF255. The
Total Project Cost field is on the Dates & Costs tab of the
Projects Info Center.
|
| Total firm costs from all
projectlevels
|
With this option selected, if a
project is selected for Blocks 8 or 9, and that
project has phases or tasks,
Ajera CRM uses data from the
Firm Cost fields for the primary
project and for all phases and tasks to calculate one
Firm Cost amount for use in the SF255. The
Firm Cost field is on the Dates & Costs tab of the
Projects Info Center.
|
| Description Category
|
Select the type of
project description (Brief Description, Detailed Description, and so on) that is most appropriate for this SF255. The drop-down list shows all of the description categories that are in the
Ajera CRM database.
You can override this choice on an SF255 on a
project by
project basis. On the
Projectsor Federal tab, in block 8 or 9, click
Add Project Descriptions.
|
|
Project Pages — Column Format
|
Specify a narrow or a wide column for "Nature of Firm’s Responsibility" in block 8b.
|
|
Project Pages — One
ProjectPer Page
|
Select this option to put one
project per page in block 8.
|
|
Project Pages — Date Format
|
Select the format for items in the
Completion Date
column in block 8.
|
|
Project Pages — Add 1 Line After
Project
|
Select this option to insert a line after each project in block 8. This check box is enabled only if
One Project Per Page is not selected.
|
| Federal
Project Pages — Column Format
|
Specify a narrow or a wide column for "Nature of Firm’s Responsibility" in block 9b.
|
| Federal
Project Pages — One
Project Per Page
|
Select this option to put one federal project per page in block 9.
|
| Federal
Project Pages — Add 1 Line After
Project
|
Select this option to insert a line after each federal project in block 9. This check box is enabled only if
One Project Per Page is not selected.
|
| Text - Number of Columns
|
Select
One or
Two columns for the "Additional Information or Description of Resources" text that is entered in block 10.
|
|
ProjectCalculation method
|
Select the way in which the percent complete is calculated for federal projects, as entered in block 9d.
|
