Projects Tab of SF255 Proposals Form

Use the Projects Tab to enter data for the Projects page of an SF255 proposal.

Contents

Field	Description
8. Work by firms or joint-venture members...	Enter data manually in block 8 a - e, or click , Add Projects and select `projects` from the `Projects` lookup. For each `project` you add through, Add Projects, `Ajera CRM` enters data from the `Project`Info Center. Click in block 8 for these additional options: Delete Projects — Display a list of the `projects` that are currently in block 8 and delete the ones you do not want. Reorder Projects — Display a list of the `projects` that are currently in block 8. To reorder them, click a `project` name, then click Up or Down. Select Graphics — If graphics files are connected to a `project` record on the Files tab of the `Project` Info Center, you can use the Select Graphics option to enter the graphic file into block 8. Add Project Descriptions — Display a list of the types of `project` descriptions available (Brief Description, Detailed Description, and so on) and choose those that you want to include in block 8. Add The descriptions come from the Projects Info Center > Background tab > Descriptions grid.
a. Project Name & Location	For each `project` you add through , Add Projects in block 8, `Ajera CRM` enters data from the Project Name field on the General tab of the `Project` Info Center. You can also enter this data manually.
b. Nature of Firm's Responsibility	For each `project` you add through , Add Projects in block 8, `Ajera CRM` enters data from the Projects Info Center > Background tab > Descriptions grid for the Description Category selected on the 255 Preferences form. You can also enter this data manually.
c. Project Owner's Name & Address	For each `project` you add through , Add Projects in block 8, `Ajera CRM` enters the name and address for the client identified as Owner on the `Clients`/Contacts tab of the `Project` Info Center. `Ajera CRM` also lists the name and phone number of the contact identified as Owner Contact on the `Clients`/Contacts tab of the `Project` Info Center. If the Owner is listed as the Primary Client on the General Tab of the `Project` Info Center, and is marked Confidential Client, this field is blank.
d. Completion Date	For each `project` you add through , Add Projects in block 8, `Ajera CRM` enters data from the Actual Completion field on the Dates & Costs tab of the `Project` Info Center. It enters data from Estimated Completion if Actual Completion is empty. If the Completion Date Comment field has data, it is shown below the completion date. If both Estimated Completion and Actual Completion are empty, and Completion Date Comment has data, `Ajera CRM` uses the Completion Date Comment. You must enter this data if `Ajera CRM` does not enter it.
e. Estimated Cost	For each `project` you add through , Add Projects in block 8, `Ajera CRM` enters data from the Total Project Cost and Firm Cost in the Dates & Costs tab of the `Project` Info Center. You must enter this data if Add Projects does not enter it.