Background Tab of Project Info Center

Use the Background tab to enter a project's background or history information, including project codes, descriptions, and awards received.

Contents

Project Codes Grid

Use the Project Codes grid to enter the project codes associated with a project. Project codes allow you to break down the type of work you expect to do and enter estimated fees for the work. You associate a project code with a project when you add the project code to the Project Codes grid on the Background tab. You set up project codes via the Project Codes Code table in Code Table Configuration.

Field	Description
Project Codes Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to display the Project Codes Lookup, which contains a list of all the project codes in your database.
Delete	Click this option to delete a project code from the rid.
Project Code	When you use the Project Codes lookup to select a project code, the code displays in this field. You define project code options in Code Table Configuration.
SF330 Code	If there is an SF330 code associated with the project code that you select, the SF330 code displays in this field. You associate SF330 codes with project codes via the Project Codes Code Table in Code Table Configuration.
Description	The description for the project code displays in this field. You define project code description options in Code Table Configuration.
Fee	Enter a monetary amount with no decimals or currency symbols that represents the total fee for the work associated with the selected project code.
Seq.	Use this column to set the sort sequence for the data in the grid. When you enter data in this field, Ajera CRM sorts the grid by both sequence and description. (If no sequence is set, Ajera CRM sorts by description.) Sorting occurs when you retrieve data, refresh data, or select a grid column header.

Descriptions Grid

Use the Descriptions grid to add or delete description information for a project. You can enter and save descriptions of the work performed on a project, and then use the descriptions when you create proposals for similar projects.

Field	Description
Descriptions Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to display the Description Categories lookup.
Delete	Click this option to delete a description from the Descriptions grid.
Category	When you use the Description Categories lookup to select the description that you want to add to the grid, Ajera CRM inserts the category description name in this field. After you add a description to the grid, click Edit to use the Ajera CRM Text Editor to modify the description. You define category options in Code Table Configuration.
Description	Enter a description to help you identify the category. Click Edit to use the Ajera CRM Text Editor to enter a description.
Default	Select this check box to make a description category the default when building custom proposals. Only one description category can be selected as the default.

Awards Grid

Use the Awards grid on the Background tab to add or delete award information for a project. You can record any recognition your company receives from industry or other organizations for work performed on a project. You can then use this information when you create proposals for similar projects.

Field	Description
Awards Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to add an award to the Awards grid.
Copy	Click this option to copy an award from one row on an Awards grid to a new row on the grid.
Delete	Click this option to delete an award from the Awards grid.
Description	Enter a description of the award.
Institution	Enter the name of the institution that granted the award.
Award Date	Enter the date on which the award was given to your company. You can enter a date directly in this field or click Calendar and select a date.