Firm List Columns Tab

Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.

Most available columns show data from the Firms hub. In addition, you can use this tab to include columns that contain associated data. These are called "grid columns."

The list of columns in this topic includes all available grid columns. However, the grid columns that actually display on the Columns tab vary based on your selection in Grid Type on the General tab of the Options dialog box. The grid column labels begin with the grid type. For example, the each of the contact grid column labels begins with Contacts - (Contacts - Name, Contacts - Title, and so on).

Contents

Field	Description
Firm Number	This column displays the firm identifier.
Firm Name	This column displays the name of the firm.
Market	This column displays the market for the firm (for example, Commercial, Government, or Non-Profit).
Status	This column displays the status of your relationship with the firm: Active, Dormant, or Inactive.
Relationship	This column displays your relationship with the firm (for example, Consultant, Prospective, or Existing).
Row Count	This column displays the total number of detail lines for each group, based on the sorting and grouping selections on the Sorting/Grouping tab. If the report groups data at more than one level, this column displays row counts for all grouping levels.
Is Client	This column contains Y or N (Yes or No) to indicate whether or not the firm record is classified as a client in terms of projects or opportunities. Deltek classifies the firm based on settings in the Firms hub.
Is Vendor	This column contains Y or N (Yes or No) to indicate whether or not the firm record is classified as a vendor in terms of projects or opportunities. Deltek classifies the firm based on settings in the Firms hub.
Website	This column displays the firm's web site address.
Firm Create User	This column displays the user ID of the person who created the firm record in the Firms hub.
Firm Create Date	This column displays the date on which the firm record was created.
Firm Modify User	This column displays the user ID of the person who most recently modified the firm record.
Firm Modify Date	This column displays the date on which the firm record was most recently modified.
Concatenated Primary Address	This column displays the firm's primary street address, city, state, and zip code. The report shows this information in a single column.
Primary Address Description	This column displays the description of the firm's primary address (for example, Company Headquarters, Main Office, or Northeast Office).
Primary Address 1- 4	Primary Address 1 displays the firm's name. The other address fields display the firm's primary address information (street name and number, suite number, postal box number, and so on).
Primary City	This column displays the city from the firm's primary address.
Primary State	This column displays the two-character abbreviation for the state from the firm's primary address.
Primary Zip	This column displays the zip code from the firm's primary address.
Primary Country	This column displays the country from the firm's primary address.
Primary Phone	This column displays the phone number at the firm's primary address.
Primary Fax	This column displays the fax number at the firm's primary address.
Primary Tax Reg. #	This column displays the tax registration number for the firm's primary address.
Primary Tax Country Code	This column displays the tax country code for the firm's primary address.
Primary Address Create User	This column displays the user ID of the person who created the primary address in the firm record.
Primary Address Create Date	This column displays the date on which the primary address was created in the firm record.
Primary Address Modify User	This column displays the user ID of the person who most recently modified the primary address.
Primary Address Modify Date	This column displays the date on which the primary address was most recently modified.
Concatenated Billing Address	This column displays the firm's billing street address, city, state, and zip code. The report shows this information in a single column.
Billing Address Description	This column displays the description of the firm's primary address (for example, Company Headquarters, Main Office, or Billing Office).
Billing Address 1-4	Billing Address 1 displays the firm's name. The other address fields display the firm's billing address information (street name and number, suite number, postal box number, and so on).
Billing City	This column displays the city from the firm's billing address.
Billing State	This column displays the two-character abbreviation for the state from the firm's billing address.
Billing Zip	This column displays the zip code from the firm's billing address.
Billing Country	This column displays the country from the firm's billing address.
Billing Phone	This column displays the phone number at the firm's billing address.
Billing Fax	This column displays the fax number at the firm's billing address.
Billing Tax Reg. #	This column displays the tax registration number for the firm's billing address.
Billing Tax Country Code	This column displays the tax country code for the firm's billing address.
Billing Address Create User	This column displays the user ID of the person who created the billing address in the firm record.
Billing Address Create Date	This column displays the date on which the billing address was created in the firm record.
Billing Address Modify User	This column displays the user ID of the person who most recently modified the billing address.
Billing Address Modify Date	This column displays the date on which the billing address was most recently modified.
Memo	This column displays the text entered in the Notes field in the Firms hub.
Project Total Project Cost	This column displays the total cost of the project. This field is also used in the SF255 Item 8e, which asks for "total construction cost of completed projects (or, where no construction was involved, the approximate cost of your work)."
Project Firm Cost	This column displays the portion of the project cost for which your firm is responsible
Project JTD AR Amount	This column displays the job-to-date amount billed for the project but not yet received. This amount includes taxes.
Project JTD Billed Amount	This column displays the job-to-date billed amount for the project. This amount equals (Labor + Fee + Consultants + Expenses + Units + Interest Billed). It does not include taxes.
Project JTD Direct Cost	This column displays the job-to-date cost of direct expenses for the project.
Project JTD Hours	This column displays the job-to-date hours for the project.
Project JTD Labor Cost	This column displays the job-to-date labor cost for the project.
Project JTD Revenue Amount	This column displays the job-to-date revenue amount for the project.
Project JTD Profit	This column displays the job-to-date profit for the project.
Project JTD Total Actual Cost	This column displays the job-to-date total actual cost for the project.
Project YTD AR Amount	This column displays the year-to-date accounts receivable amount (billed but not yet received) for the project.
Project YTD Billed Amount	This column displays the year-to-date billed amount for the project.
Project YTD Direct Cost	This column displays the year-to-date direct cost for the project.
Project YTD Labor Cost	This column displays the year-to-date labor costs for the project.
Project YTD Hours	This column displays the year-to-date hours for the project.
Project YTD Revenue Amount	This column displays the year-to-date revenue for the project.
Project YTD Profit	This column displays the year-to-date profit amount for the project.
Project YTD Total Actual Cost	This column displays the year-to-date actual cost amount for the project.
Promo. Project Total Cost	This column displays the project's total cost for a promotional project.
Promo. Project Firm Cost	This column displays the firm's total cost for a promotional project.
Promo. Project JTD Total Actual Cost	This column displays the job-to-date total actual cost amount for a promotional project.
Promo. Project JTD Labor Cost	This column displays the job-to-date labor cost amount for a promotional project.
Promo. Project JTD Hours	This column displays the job-to-date hours for a promotional project.
Promo. Project YTD Total Actual Cost	This column displays the year-to-date total actual cost for a promotional project.
Promo. Project YTD Labor Cost	This column displays the year-to-date labor cost amount for a promotional project.
Promo. Project YTD Hours	This column displays the year-to-date hours for a promotional project.
Opportunity Est. Revenue	This column displays the estimated revenue you expect to earn from the opportunity.
Opportunity Probability	This column displays the probability that the opportunity will become a project. For example, if that probability is 80%, this column contains 80.
Opportunity Weighted Revenue	This column displays the weighted revenue for the opportunity: estimated revenue x Probability.
Opportunity Days Open	This column displays the number of days the opportunity has been open.
Custom Currency Code	If you use multiple currencies, this column displays the currency code used for user-defined currency fields.
Disadvantaged Business	This column contains a Y or N (yes or no) to indicate whether or not the firm is a disadvantaged business.
Small Business	This column contains a Y or N (yes or no) to indicate whether or not the firm is a small business.
Veteran Owned	This column contains a Y or N (yes or no) to indicate whether or not the firm is a small business that is owned by a veteran.
Service Disabled Veteran Owned	This column contains a Y or N (yes or no) to indicate whether or not the firm is a small business that is owned by a disabled veteran.
Minority Owned	This column contains a Y or N (yes or no) to indicate whether or not the firm is a minority business.
Woman Owned	This column contains a Y or N (yes or no) to indicate whether or not the firm is a business owned by a woman.
HBCU or Minority Institution	This column contains a Y or N (yes or no) to indicate whether or not the firm is an historically black college or university (HBCU).
Alaska Native	This column contains a Y or N (yes or no) to indicate whether or not the firm is an Alaskan Native.
Specialty	If the firm is classified as a vendor, this column contains the vendor specialty (for example, Industrial, Retail, or Municipal).
Prior Work	This column contains a Y or N (yes or no) to indicate whether or not the firm is classified as a vendor and has done work for your enterprise in the past.
Recommend	This column contains a Y or N (yes or no) to indicate whether or not the firm is classified as a vendor, has done work for your enterprise in the past, and is recommended for future work.
Specialty Description	If the firm is classified as a vendor, this column contains additional information about that firm's specialty.
HUB Zone	This column contains Y or N (Yes or No) to indicate whether or not the firm is part of the HUB Zone program for small businesses.
8 (a)	This column contains Y or N (Yes or No) to indicate whether or not the firm is part of the 8 (a) business development program for small and disadvantaged businesses.
Annual Revenue	This column displays the annual revenue of the firm.
Employee Count	This column displays the number of employees of the firm.
Competitor	This column contains Y or N (Yes or No) to indicate whether or not the firm is a competitor.
Government Agency	This column contains Y or N (Yes or No) to indicate whether or not the firm is a government agency.
Vendor Number
Approved for use in processing
Type
Concatenated Payment Address
Payment Address Description
Payment Address 1-4
Payment City
Payment State
Payment Zip
Payment Country
Payment Terms
Regular Account
Indirect Account
Default Expense Code
Discount Percent
Discount Period
1099 Required
Federal ID
Type of TIN
Paid This Year
Paid Last Year
Match Method
RFQ/PO Template
EFT Bank ID
EFT Account Number
EFT Status
EFT Remittance
EFT Email
EFT Addenda
EFT ClieOp
IBAN
BIC
Bank Name
Concatenated Bank Address
Bank Address 1-4
Bank City
Bank State
Bank Zip
Bank Country
Bank ID Type
Bank ID
Account ID Type
Account ID
Payment Notes
Separate Checks
Account Number
Default Tax Code
Organization
Activities - Completed	The activity can be Pending or Completed.
Activities -Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).
Activities - Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activities - Start Date	This column displays the date and time that the activity is scheduled to begin.
Activities - Priority	This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activities - Owner	This column displays the name of the employee who is responsible for the activity.
Activities - Primary Firm	This column displays the name of the primary firm associated with the activity.
Activities - Primary Contact	This column displays the firm contact associated with the activity. The contact can be a participant in the activity, or the activity can be a task your firm undertakes for the contact.
Activities - Primary Contact Bus. Phone	This column displays the firm contact's work telephone number.
Activities - Opportunity	This column displays the name of the opportunity associated with the activity.
Activities - Project	This column displays the name of the project associated with the activity.
Activities - Marketing Campaign	This column displays the marketing campaign associated with the activity.
Activities - Location	This column displays the location where the activity occurred or will occur.
Activities - Notes	This column displays additional text that describes the activity.
Alias - Firm Alias	This column displays a firm alias. An alias is an alternate name for a firm. It can be an abbreviated version of the firm's legal name, an alternate spelling of the firm's legal name, or an entirely different name.
Associations - Name	This column displays the name of a firm that is associated with the current firm.
Associations - Description	This column displays a description of the relationship of the current firm to the associated firm (for example, Subsidiary, Parent Company, or Affiliate).
Associations - Relationship Description	This column displays additional text describing the relationship of the current firm to the associated firm.
Contacts - Name	This column displays the name of the contact at the firm.
Contacts - Title	This column displays the contact's title (for example, Director, Project Manager, or CEO).
Contacts - Status	This column displays the contact's current status: Active or Inactive.
Contacts - Phone	This column displays the contact's business telephone number.
Contacts - Fax	This column displays the contact's fax number.
Contacts - Pager	This column displays the contact's pager number.
Contacts - Mobile	This column displays the contact's mobile (cellular) phone number.
Contacts - Home	This column displays the contact's home telephone number.
Contacts - EMail	This column displays the contact's email address.
Employees - Employee	This column displays the employee's number.
Employees - Name	This column displays the employee's full name.
Employees - Relationship	This column displays the employee's relationship to the firm (for example, Client Manager, Contact Manager, or Friend).
Employees - Relationship Description	This column displays additional text describing the relationship between the firm and the employee.
Links - Description	This column displays a brief description of the file link or Web address (URL).
Links - File Path	This column contains one of the following: The complete file path for an external file link. This path includes the file link name and extension. If you preview the report, you can click the file link to open the file. The address (URL) for a Web site, intranet site, file transfer (FTP) site, and so on. If you preview the report, you can click the link to go to that address.
Links - Graphic	This Yes/No column indicates whether or not the file is a graphic file.
Opportunities - Is Client	This column contains a Y or N (yes or no) to indicate whether or not the firm is classified as a client for opportunities. Deltek classifies the firm based on settings in the Firms hub.
Opportunities - Is Vendor	This column contains a Y or N (yes or no) to indicate whether or not the firm is classified as a vendor for opportunities. Deltek classifies the firm based on settings in the Firms hub.
Opportunities - Name	This column displays the name of the opportunity associated with the firm.
Opportunities - Number	This column displays the opportunity identifier.
Opportunities - Stage	This column displays the current stage of the opportunity (for example, Pending, Awarded, or Lost).
Opportunities - Role	This column displays the role of the firm in the opportunity (for example, Architect, Developer, or Owner).
Opportunities - Role Description	This column displays additional text describing the firm's role in the opportunity.
Projects - Is Client	This column contains a Y or N (yes or no) to indicate whether or not the firm is classified as a client for projects. Deltek classifies the firm based on settings in the Firms hub.
Projects - Is Vendor	This column contains a Y or N (yes or no) to indicate whether or not the firm is classified as a vendor for projects. Deltek classifies the firm based on settings in the Firms hub.
Projects - Name	This column displays the name of the project.
Projects - Number	This column displays the project identifier.
Projects - Role	This column displays the role of the firm on the project (for example, Architect, Developer, or Owner).
Projects - Role Description	This column displays additional text describing the firm's role in the project.