Employee 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.

Grid Type Columns

Most available columns show data from the Employee Info Center. 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 - Name (, Contacts - Title, and so on).

Contents

Field Description
Employee Number This column displays the employee identification number.
Full Name This column displays the employee's last name, first name, and middle initial.
Employee Type This column displays the employee type (for example, Principal, Manager, or Employee).
Status This column displays the employee's status: Active, Inactive, or Terminated.
Hire Date This column displays the date on which the employee was hired.
Raise Date This column displays the date of the employee's last pay increase.
First Name This column displays the employee's first name.
Last Name This column displays the employee's last name.
Middle Name This column displays the employee's middle name.
Prefix This column displays the prefix or salutation used with the employee's name (for example, Mr., Mrs., or Ms.).
Suffix This column displays the suffix used with the employee's name (for example, Jr., Sr., or Esq.)
Preferred Name This column displays the name by which the employee prefers to be addressed.
Title This column displays the employee's job title or job function.
Team Name If your firm uses teams in GovWin Capture Management, this column displays the team to which the employee is assigned. If your firm does not use teams, this column is not available.
Executive Lead This column displays the name of the employee's executive lead.
EMail This column displays the employee's email address.
Work Phone This column displays the employee's work telephone number.
Work Phone Ext This column displays the extension for the employee's work telephone.
Mobile Phone This column displays the employee's cellular phone number.
FAX This column displays the number for the employee's home fax machine.
Years with Other Firms This column displays the number of years the employee worked for other firms.
Prior Years with this Firms The number of years the employee has worked for your firm (if the employee has left your firm and returned).
Is Customer/Vendor/Partner This column contains Y or N (Yes or No) to indicate whether or not the employee is a customer or a vendor/partner.
Customer/Vendor/Partner Number If the employee is a customer or vendor/partner, this column displays the customer number or vendor/partner number assigned to the employee.
Customer/Vendor/Partner Number If the employee is a customer or vendor/partner, this column displays the customer number or vendor/partner number assigned to the employee.
Customer/Vendor/Partner Name If the employee is a customer or vendor/partner, this column displays the customer name or vendor/partner name.
Concatenated Address This column displays the employee's street address, city, state, and zip code. The report shows this information in a single column.
Address 1-3 These columns display the employee's street address.
City This column displays the city from the employee's address.
State This column displays the two-character abbreviation for the state from the employee's address.
ZIP This column displays the zip code from the employee's address.
Country This column displays the country from the employee's address.
Home Phone This column displays the employee's home telephone number.
Hours Per Day This column displays the number of hours per day the employee is generally expected to work.
Social Security # This column displays the employee's Social Security number.
Termination Date If the employee is terminated, this column displays the date on which the employee last worked for your firm.
Primary Skill This column displays the employee's primary skill.
Skill Level This column displays the employee's skill level (for example, Good, Proficient, or Expert).
Create User This column displays the user ID of the person who created the record in the Employee Info Center.
Create Date This column displays the date on which the employee record was created.
Modify User This column displays the user ID of the person who most recently modified the employee record.
Modify Date This column displays the date on which the employee record was most recently modified.
Memo This column displays the text entered in Notes on the General tab of the Employee Info Center.

This column is blank if you do not have the security access that is required to view employee notes.

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 - Activity 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 - Contact This column displays the name of the contact associated with the activity.
Activities - Contact Bus. Phone This column displays the business telephone number of the contact associated with the activity.
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.
Customers – Name This column displays the name of the customer with which the employee is associated.
Customers – Relationship This column displays a description of the relationship of the employee to the customer.
Customers – Description This column displays additional text describing the employee's relationship to the customer.
Customers – Type This column displays the type of customer (for example, Commercial, Government, or Non-Profit).
Customers – Status This column displays the current status of your relationship with the customer: Active, Dormant, or Inactive.
Contacts – Name This column displays name of the contact with whom the employee is associated.
Contacts – Title This column displays the contact's title (for example, Director, Capture Manager, or CEO).
Contacts – Customer/Vendor/Partner Number If the contact is linked to a customer or vendor/partner, this column displays the customer number or the vendor/partner number.
Contacts – Customer/Vendor/Partner Name If the contact is linked to a customer or vendor/partner, this column displays the customer name or the vendor/partner name.
Contacts – Phone This column displays the contact's business telephone number.
Contacts – Relationship This column displays a description of the employee's relationship to the contact.
Contacts – Description This column displays additional text describing the employee's relationship to the contact.
Contacts – Address1 This column displays the contact's street address.
Contacts – City This column displays the city from the contact's address.
Contacts – State This column displays the state from the contact's address.
Contacts – ZIP This column displays the zip code from the contact's address.
Education – Degree This column displays the degrees the employee earned (for example, BA Bachelor of Arts, BS Bachelor of Science, or MA Master of Arts).
Education – Specialty This column displays the specialty associated with the employee's degree.
Education – Institution This column displays the educational institution where the employee earned the degree.
Education – Year This column displays the year the employee received the degree.
Education – Proposals This column contains Y or N (Yes or No) to indicate whether or not this education information can be used in proposals.
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 column contains a Y or N (yes or no) to indicate whether or not the file is a graphic file.
Licenses – License This column displays the names of the licenses the employee holds (for example, CPG Certified Professional Geologist or PE Professional Engineer).
Licenses – Earned This column displays the year the year the employee became licensed.
Licenses – State This column displays the state in which the employee is licensed.
Licenses – Number This column displays the license number.
Licenses – Expires This column displays the license expiration date.
Licenses – Last Renewal This column displays the date the license was most recently renewed.
Licenses – Proposals This column contains Y or N (Yes or No) to indicate whether or not the license information can be used in proposals.
Opportunities – Opportunity Name This column displays the name of the opportunity associated with the employee.
Opportunities – Opportunity No. This column displays the identifier of the opportunity associated with the employee.
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 employee in the opportunity (for example, Architect, Developer, or Owner).
Opportunities – Role Description This column displays additional text describing the employee's role in the opportunity.
Contracts – Number This column displays the identifier of the contract associated with the employee.
Contracts – Name This column displays the name of the contract.
Contracts – Long Name This column displays the contract's long name.

If Long Name is blank in the Contract Info Center, this column displays the contract's short name.

Contracts – Status This column displays the status of the contract: Active, Inactive, or Dormant.
Contracts – Hours This column displays the actual number of hours the employee has posted to the contract.
Contracts – Role This column displays the role of the employee in the contract (for example, Transportation Engineer or Geologist).
Contracts – Description This column displays additional text describing the employee's role in the contract.
Contracts – Start Date This column displays the date your company started work or will start work on the contract.
Contracts – End Date This column displays the date your company finished work on the contract.
Resumes – Category This column displays the resume category (for example, Profile-General or Experience-Medical).
Resumes – Resume This column displays the description of the employee's experience related to the category.
Skills – Skill This column displays descriptions of employee skills or disciplines (for example, Architect, Civil Engineer, or Interior Designer).
Skills – Level This column displays the skill level.

For example, GovWin Capture Management could be set up to provide the following set of levels based on years of experience:

  • Entry
  • 1-2 Years
  • 3-5 Years
  • 6-10 Years
  • Over 10 Years
Skills – Primary This column contains Y or N (Yes or No) to indicate whether or not the skill is the employee's primary skill.