Firms Associations Tab

This [firm] only: Select this option to only display records directly associated to this firm. This option applies to both the Opportunities and Projects grids. This option displays when a firm hierarchy is established.
This [firm] and all lower levels of the hierarchy: Select this option to display all records associated to this record and any records associated to records lower in the hierarchy from this firm. For example, you are viewing a parent firm and want to see all associations of the current firm as all associations of firms that are children to the current firm. This option applies to both the Opportunities and Projects grids. This option displays when a firm hierarchy is established.

Note that if the firm's Status is Inactive, Dormant, or Terminated, the Inactive Contact dialog box displays when you attempt to associate a project or opportunity record. Use this dialog box to change the status to Active if needed.

Much of the information for Deltek is entered and displayed in grids on various forms. For information about using grids, see Work with Grids.

Field	Description
Opportunities Grid	This grid displays the opportunities with which the firm is associated. You can establish the association of an opportunity to the firm by selecting the opportunity in this grid or by selecting the firm in the Firms grid on the Team tab for the opportunity in the Opportunities hub. If you add, edit, or delete information in this grid, that change is also reflected in the Firms grid for the opportunity. To add another opportunity association, click + Add Opportunity below the grid.
Name	This column displays the name of the opportunity. Click the name to display a tooltip containing opportunity information. Click More in the tooltip to display the full opportunity record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.) To specify an opportunity for a new association, type one or more characters from the opportunity name to select from a list of opportunities whose names contain those characters. Click + Add Opportunity and select to select from the full list of opportunities.
Stage	This field displays the pipeline stage to which the opportunity is currently assigned (for example, Lead, Proposal, Awarded, Lost, and so on). The Stage is assigned in the Opportunities hub.
Open Date	This column displays the date the opportunity was opened (the date on which you identified the opportunity and began pursuing the job).
Type	This column displays whether the firm is a client or vendor for this opportunity. For example: If the Firm Type is set to Client, the firm's type for the opportunity defaults to Client. If the Firm Type is set to Vendor, the firm's type for the opportunity defaults to Vendor. If the Firm Type is set to Client and Vendor, or neither, you must select a Type in this field. The Firm Type that is specified in this field dictates the options that are available in the Role field. For example, if the Firm Type is set to Client, then the Role options are Subcontractor and Client. Or, if the Firm Type is set to Vendor, the Role options are Architect, Cost Estimating, and so on. Your system administrator defines these options.
Role	This column displays the firm's role in relation to the opportunity, such as Mechanical Engineer or Transportation Supervisor. The options that display depend on the Firm Type. To select a different role, click in this field and select one from the drop-down list.
Role Description	This column displays a more detailed description of the firm's role on the opportunity. Click if you want to use a text editor to apply special formatting to the description, or if you want to display the complete text of a longer description.
+ Add Opportunity	To associate another opportunity with the firm, click this link and select the opportunity from the drop-down list. Opportunities that are already associated with the firm are automatically excluded from the drop-down list.

Projects Grid

This grid displays the projects associated with the firm. You can establish the association of a project to the firm by selecting the project in this grid or by selecting the firm in the Firms grid on the Team tab for the project in the Projects area. If you add, edit, or delete information in this grid, that change is also reflected in the Firms grid for the project. To add another project association, click + Add Project below the grid and use the drop-down lists to select project information.

Field	Description
Name	This column displays the name of the project. Click the name to display a tooltip containing project information: primary client, primary contact, role, description, and status. Click More in the tooltip to display the full project record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.) To specify a project for a new association, type one or more characters from the project name to select from a list of projects whose names contain those characters. Click to select from the full list of projects. If the project has not yet been added, you can click + Add Project below the grid and use the drop-down lists to select project information.
Primary Client	This field displays the name of the primary client that is associated with the project. Click the name to display a tooltip containing firm information. Click More in the tooltip to display the full firm record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)
Primary Contact	This field displays the primary contact associated with the project. Click the name to display a tooltip containing contact information. Click More in the tooltip to display the full contact record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)
Type	This column displays whether the firm is a client or vendor for this opportunity. For example: If the Firm Type is set to Client, the firm's type for the opportunity defaults to Client. If the Firm Type is set to Vendor, the firm's type for the opportunity defaults to Vendor. If the Firm Type is set to Client and Vendor, or neither, you must select a Type in this field. The Firm Type that is specified in this field dictates the options that are available in the Role field. For example, if the Firm Type is set to Client, then the Role options are Subcontractor and Client. Or, if the Firm Type is set to Vendor, the Role options are Architect, Cost Estimating, and so on. Your system administrator defines these options.
Role	This column displays the firm's role in relation to the project, such as Owner or Electrical Engineering. To select a different role, click in this field.
Role Description	This column displays a more detailed description of the firm's role on the project. Click if you want to apply special formatting to the description or if you want to enter or display the complete text of a longer description.
+ Add Project	To associate another project with the firm, click this link and select the project. Click to select the project from the full list, or type one or more characters from the project name in the Name field to select it from a filtered list.

Firms Grid

This grid displays the firms associated with the firm if you are not using firm hierarchies. To add another firm association, click + Add Firm below the grid.

Field	Description
Name	This column displays the name of the firm. Click the name to display a tooltip containing firm information. Click More in the tooltip to display the full firm record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.) To specify a firm for a new association, type one or more characters from the project name to select from a list of firms whose names contain those characters. Click to select from the full list of firms.
Relationship	Select a relationship that describes the firm's relationship, such as Competitor. To select a different relationship, click in this field.
Relationship Description	Enter a description of the firm's relationship. Click if you want to apply special formatting to the description or if you want to display the complete text of a longer description.
+ Add Firm	To associate another firm with this firm, click this link and select the firm. Click to select the firm from the full list, or type one or more characters from the firm name in the Name field to select it from a filtered list.

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Firms Associations Tab

Contents

Projects Grid

Firms Grid