CRM Contract Summary 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.

Because this is a customer relationship management (CRM) report, you can include both default sections and user-defined sections. You cannot select columns for default sections but you do select the columns for user-defined sections:

• Default sections — The report can include one or more default sections. Use the options in Sections to Include on the General tab to select the default sections. You cannot change the columns included in each default section.

  For descriptions of the columns in the default sections, see the table in this topic.

• User-defined sections — To set up one or more user-defined sections, click the User Defined Sections tab. Use the Columns tab to assign columns to each user-defined section. You can select any column on this tab, whether or not that column is also included in a default section. User-defined sections can appear in addition to, or in place of, the default sections for the report.

  See the help topic for the Columns tab of the Contract List for descriptions of the columns available for user-defined sections.

Contents

Field	Description
Short Name	This column displays the name of the contract.
Long Name	This column displays the contract's long name. If the Long Name field is blank in the Contract Info Center, this column displays the contract's short name.
Location	This column displays the city, state, ZIP code, and country for the contract's location.
Contract	This column displays the contract number.
Phase	This column displays the phase number.
Task	This column displays the task number.
Team	This column displays the team with which the contract is associated. If your firm is not using teams in GovWin Capture Management, the report does not display this column.
Primary Customer	This column displays the name of the customer.
Type	This column displays the type of contract, such as Educational, Commercial, Medical, or Financial.
Responsibility	This column displays the level of responsibility your firm has for the contract, such as Prime, Joint Venture, or Consultant.
Status	This column displays the status of the contract: Active, Inactive, or Dormant.
Referable	This column contains Y or N (Yes or No) to indicate whether or not the contract can be used as a reference when talking with potential customers.
Fed. Contract	This column contains Y or N (Yes or No) to indicate whether or not the contract is for the federal government.
Opportunity	This column displays the opportunity associated with the contract.
Promotional Contract	If the contract is based on a promotional contract, this column displays the contract number for the promotional contract.
BD Manager-in-Charge	This column displays the name of the BD manager for the contract.
Capture Manager	This column displays the name of the capture manager for the contract.
Executive Lead	This column displays the name of the executive lead for the contract.
Team - Employee	This column displays the employee's first and last names.
Team - Role	This column displays the employee's role on the contract (for example, Lead Designer orStructural Engineer ). Employees can have different roles on different contracts.
Team - Role Description	This column displays a description of the employee's role on the contract.
Team - Vendor/Partner	This column displays the vendor/partner's name.
Team - Role	This column displays the vendor/partner's role on the contract.
Team - Role Description	This column displays a description of thevendor/partner's role on the contract.
Customer - Name	This column displays the customer's name.
Customer - Role	This column displays the customer's role on the contract (for example, Owner or Developer).
Customer - Address	This column displays the Customer's street address, city, state, and zip code.
Contact - Name	The first and last names of the contact at the customer firm.
Contact - Title	The title by which a contact at the customer firm is known; for example, Vice President or BD Manager.
Contact - Customer	The name of the customer associated with the contact.
Contact - Role	The contact's role on this contract.
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 - Customer Contact	This column displays the name of the customer contact associated with the activity.
Activities - Customer Contact Bus. Phone	This column displays the customer contact's work telephone number.
Activities - Vendor/Partner	This column displays the name of the vendor/partner associated with the activity.
Activities - Vendor/Partner Contact	This column displays the name of the vendor/partner contact associated with the activity.
Activities - Vendor/Partner Contact Bus. Phone	This column displays the vendor/partner contact's work telephone number.
Activities - Opportunity	This column displays the name of the opportunity associated with the activity.
Activities - Contract	This column displays the name of the contract associated with the activity.
Activities - Marketing Campaign	This column displays the marketing campaign associated with the activity.
Activities - Lead	This column displays the lead 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.
Dates & Costs - Contract Date	This column displays the date on which the contract was awarded to your firm.
Dates & Costs - Bid Date	This column displays the date on which your firm first bid on the contract.
Dates & Costs - Start Date	This column displays the start date of the contract.
Dates & Costs - Total Contract Cost	This column displays the total cost of the contract.
Dates & Costs - Firm Cost	This column displays the portion of the contract cost for which your firm is responsible.
Dates & Costs - Construction Completion Date	This column displays the date on which your firm completed or will complete all work on the contract.
Dates & Costs - Estimated Completion	This column displays the date on which the contract is or was scheduled to be completed.
Dates & Costs - Actual Completion	For a completed contract, this column displays the date on which the contract was completed.
Dates & Costs - Completion Comment	This column displays any comments about the contract's completion dates.
Dates & Costs - Total Contract Cost Comment	This column displays any comments about the contract cost (for example, Fee only or Phase I).
Dates & Costs - Firm Cost Comment	This column shows any comments about the firm cost.
Dates & Costs - Professional Services Completion Date	This column displays the date on which your firm completes all professional services you provide after you have completed construction-related activities on the contract.
Contract Codes - Code	This column displays the contract codes for the contract. Contract codes enable you to categorize the types of work you expect to do and enter estimated fees for each category. For example, you could set up codes for fire protection, electrical, and plumbing.
Contract Codes - SF330 Code	This column displays the SF330 code associated with the contract code.
Contract Codes - Description	This column displays the description of the contract code.
Contract Codes - Fee	This column displays the total fee for the work associated with the contract code.
Awards - Description	This column displays the description of the award or honor associated with the contract.
Awards - Institution	This column displays the name of the institution or organization that granted the award.
Awards - Award Date	This column displays the date on which the award was granted.
Marketing Campaigns - Name	This column displays the name of the marketing campaign.
Marketing Campaigns - Number	This column displays the numeric identifier for the marketing campaign.