The
Firms report provides a list of
firms and related information. You can add or remove columns and change the order of columns to tailor the report to best meet your needs.
The columns available for the report include both standard fields and user-defined fields that are used in the
Firms area.
If a
vendor record is linked to a
client record, the assumption is that they are the same
firm, and only the
client displays on the report and in report filter lists.
Vendor records that have no associated
client record do appear on the report.
If you select the
Mine search for the report, the report only displays
firms with which you are associated as a team member. In that case, the report includes only
clients because you cannot associate
employees with
vendors.
When you apply a custom search to the report, you have the option to select one or more
firm types that you want to include. If you select
Client,
Competitor, or
Government Agency, the report includes
clients for which the corresponding check box is selected on the Add/Edit
Firm form. If you select
Vendor, the report includes both
clients for which that check box is selected and
vendors that have no associated
client record.
Your security role determines if you can display this report and, if you can display it, which
firms you can view. In addition, if your security role is denied access to specific fields, you cannot view those fields on this report.
Default Columns
The first time you display the
firms report, it contains these columns in this order by default. If you select other columns or change the order of columns,
Deltek saves that modified report as your new default format.
| Field | Description |
|---|
| Name (Market)
|
This column displays the name of the
firm, along with the general market in which the
firm participates.
Click the name to display a tooltip containing
firm information: market, primary location, phone number, and
firm status. Click
More in the tooltip to display the full
firm record on a separate browser tab.
|
| Status
|
This column displays the
firm status:
Active,
Inactive, or
Dormant.
|
| Most Recent
Opportunity
|
This column displays the name of the most recent
opportunity with which this
firm is associated. The most recent
opportunity is the
opportunity with the most recent open date for the period up to and including the current date.
Opportunities with open dates in the future are not considered.
Click the
opportunity name to display a tooltip containing
opportunity information:
opportunity type, estimated revenue, probability of winning, date opened or closed, status, and stage. Click
More in the tooltip to display the full
opportunity record on a separate browser tab.
|
| Opportunity Role
|
This column displays the
firm's role for its most recent
opportunity.
|
| Last Touchpoint
|
This column displays any notes entered for the last touchpoint with which this
firm is associated. The last touchpoint is the touchpoint with the most recent date for the period up to and including the current date. Touchpoints dated in the future are not considered.
|
| Touchpoint Date
|
This column displays the date of the last touchpoint with which this
firm is associated. The last touchpoint is the touchpoint with the most recent date for the period up to and including the current date. Touchpoints dated in the future are not considered.
|
Other Columns
These additional standard columns are available for the report, along with columns for any user-defined fields that are used in the
Firms area. Click
above the upper-right corner of the report to add or remove columns.
| Field | Description |
|---|
| 8(a)
|
This column displays a check if the
firm is eligible for the 8 (a) business development program for small and minority-owned businesses.
|
| Alaska Native
|
This column displays a check if the
firm is eligible for the Alaska Native business development program for small and minority-owned businesses.
|
| Annual Revenue
|
This column displays the
firm's annual revenue.
|
| Client
|
This column displays a check if
Client is one of the
firm types selected for the
firm.
|
| Firm ID
|
This column displays the
firm's ID.
|
| Competitor
|
This column displays a check if
Competitor is one of the
firm types selected for
firm.
|
| Created By
|
This column displays the user name of the person who created the
firm record.
|
| Created On
|
This column displays the date the
firm record was created.
|
| Description
|
This column displays a description of the
firm.
|
| Disadvantaged Business
|
This column displays a check if the
firm is eligible for the Disadvantaged Business business development program for small and minority-owned businesses.
|
| Employees
|
This column displays the number of
employees in the
firm.
|
| Government Agency
|
This column displays a check if
Government Agency is one of the
firm types selected for the
firm.
|
| HBCU or Minority Institution
|
This column displays a check if the
firm is eligible for the HBCU or Minority Institution business development program for small and minority-owned businesses.
|
| HUB Zone
|
This column displays a check if the
firm is eligible for the HUB Zone business development program for small and minority-owned businesses.
|
| Last Updated
|
This column displays the user name of the person who made the last changes to the
firm information.
|
| Last Updated On
|
This column displays the date the
firm information was last changed.
|
| Linked
Vendor
|
If the
firm is a
client and is linked to a
vendor, this column displays that
vendor ID.
|
| Market
|
This column displays the general market in which the
firm participates, such as Commercial, Health Care, or Federal Government.
|
| Minority Owned
|
This column displays a check if the
firm is eligible for the Minority Owned business development program for small and minority-owned businesses.
|
| Name
|
This column displays the name of the
firm.
|
| Prior Work
|
This column displays a check if the
firm has been involved in prior work that your
firm has done.
|
| Recommend
|
This column displays a check if the
firm is recommended.
|
| Relationship
|
This column displays the
firm's relationship with your
firm. For example, for a
client
firm, this might be
Existing or
Former.
|
| Service Disabled Veteran Owner
|
This column displays a check if the
firm is eligible for the Service Disabled Veteran Owner business development program for small and minority-owned businesses.
|
| Small Business
|
This column displays a check if the
firm is eligible for the Small Business business development program for small and minority-owned businesses.
|
| Specialty
|
This column displays the type of service or product in which the
firm specializes.
|
| Specialty Notes
|
This column displays any notes related to the type of service or product in which the
firm specializes.
|
| Vendor
|
This column displays a check if
Vendor is one of the
firm types selected for the
firm. This column is also checked if the
firm is set up as a
vendor and has no associated
client record.
|
| Veteran Owned
|
This column displays a check if the
firm is eligible for the Veteran Owned business development program for small and minority-owned businesses.
|
| Website
|
This column displays the
firm's Web site URL.
|
| Woman Owned
|
This column displays a check if the
firm is eligible for the Woman Owned business development program for small and minority-owned businesses.
|
