Columns for Project Hit Rate Report

You can select the columns to display on your report.

Contents

Field	Description
Activities - Completed	This column indicates whether an activity is Pending or Completed.
Activities - Location	This column displays the location where the activity occurred or will occur.
Activities - Marketing Campaign	This column displays the marketing campaign associated with the activity.
Activities - Notes	This column displays the notes from the activity.
Activities - Owner	This column displays the name of the employee who is responsible for the activity.
Activities - Primary Contact	This column displays the firm's primary contact associated with the activity.
Activities - Primary Firm	This column displays the name of the primary firm associated with the activity.
Activities - Priority	This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activities - Start Date	This column displays the date and time that the activity is scheduled to begin.
Activities - Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activities - Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).
Actual Completion Date	This column displays the actual completion date of the project.
Actual Start Date	This column displays the actual start date of the project.
Additional Details	This column displays any text entered in the additional details field.
Address1-4	These columns display record's address information (street name and number, suite number, postal box number, and so on).
Bid Submitted	This column displays the date the bid was submitted.
Biller Name	This column displays the name of the employee who is responsible for creating the billing invoices for a project.
Billing Currency	This column displays the three-character code for the billing currency.
Business Development Lead Name	This column displays the name of the employee that is designated as the business development lead.
City	This column displays the city from the record's address.
Competition - Incumbent	This column indicates if the competitor is competing for the contract as the incumbent.
Competition - Name	This column displays the name of the firm that is competing for the project.
Competition - Notes	This column displays the notes about the competitor.
Competition - Strengths	This column displays the description of the competitor's strong points.
Competition - Weaknesses	This column displays the description of the areas in which the competitor is weak.
Confidential Client	This column indicates if the client was marked as confidential.
Confidential Client Alias	If the client is confidential, this column displays the alias used to substitute for the client's actual name.
Contacts - Business Fax	This column displays the contact's business fax number.
Contacts - Business Phone	This column displays the contact's business telephone number.
Contacts - E-mail	This column displays the contact's email address.
Contacts - Mobile Phone	This column displays the contact's cell phone number.
Contacts - Name	This column displays the name of the contact associated with the project, using the format Last Name, First Name.
Contacts - Pager	This column displays the contact's pager number.
Contacts - Role	This column displays the contact's role on the project (for example, Owner or Project Manager).
Contacts - Role Description	This column displays the contact's role on the project.
Contacts -Title	This column displays the contact's title (for example, Director, Project Manager, or CEO).
Contract Awarded	This column displays a marked check box if the contract was already awarded or an empty check box if the contract is not yet awarded. The check box is not editable.
Country	This column displays the country from the record's address.
County	This column displays the county for the address.
Create Date	This column displays the date on which the record was created.
Create User	This column displays the Vantagepoint user ID of the employee who created the plan.
Custom Currency Code	If you use multiple currencies, this column displays the currency code used for user-defined currency fields.
Days Open	This column displays the number of days the project has been open. For a won, lost, or no longer pursued project, this column displays the number of days from the date it was opened to its won/lost date.
Description	This column displays the description of the project.
Employees - Name	This column displays the name of the employee associated with the project.
Employees - Role	This column displays the employee's role in the project (for example, Lead Architect or Structural Engineer).
Employees - Role Description	This column displays an additional description of the employee's role on the project.
Employees - Title	This column displays the title of the employee associated with the project (for example, Architect, Engineer, or Designer).
Estimated Completion	This column displays the date on which the project is or was scheduled to be completed.
Estimated Start	This column displays the date you expect to begin work if you are awarded the project.
Federal Project	This Yes/No column indicates whether or not the project is for the federal government.
Firms - Address	This column displays the street address, city, state, and ZIP code of the firm.
Firms - Address Description	This column displays the description of the firm's address.
Firms - Market	This column displays the type of firm, such as Commercial, Government, or Non-Profit.
Firms - Name	This column displays the name of the firm associated with the record.
Firms - Role	This column displays the firm's role in the project (for example, Owner, Developer, or Partner).
Firms - Role Description	This column displays additional information about the firm's role in the project.
Firms - Status	This column displays the current status of your relationship with the firm: Active, Dormant, or Inactive.
JTD AR Amount	This column displays the amount billed but not yet received for the job to date. This amount includes taxes.
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.
JTD Direct Cost	This column displays the job-to-date cost of direct expenses for the project.
JTD Hours	This column displays the actual job-to-date hours worked.
JTD Labor Cost	This column displays the job-to-date labor cost for the project.
JTD Profit	This column displays the job-to-date profit, calculated as follows: Revenue - Amount spent
JTD Revenue Amount	This column displays the job-to-date revenue amount for the project.
JTD Total Actual Cost	This column displays the job-to-date total actual cost for the project.
Long Name	This column displays the project's long name. If the Long Name field is blank in the Projects hub, this column displays the project's short name.
Lost To Name	This column displays the name of the firm that was awarded the project.
Marketing Coordinator Name	This column displays the name of the employee designated as the Marketing Coordinator for the project.
Master Contract	This column displays the master contract that is associated with the project.
Modify Date	This column displays the date on which the record was most recently modified.
Modify User	This column displays the user ID of the person who most recently modified the record.
NAICS Code	This column displays the six-digit North American Industry Classification System (NAICS) code for the project.
NAICS Description	This column displays the description for the North American Industry Classification System (NAICS) code for the project.
Opened	This column displays the date on which you identified the project and began pursuing the job.
Organization	If your enterprise uses organizations, this column displays the code of the organization that is responsible for the project.
Organization Name	If you use organizations in Vantagepoint, this column displays the name of the organization in your enterprise that is responsible for pursuing the project.
Organization Status	This column displays the status (active, inactive, or dormant) of the organization that is associated with the record.
Our Cost	Displays the total cost to your enterprise for completing the work for the selected project. If you are a subcontractor, this amount is less than the total project cost amount.
Our Cost Comment	Displays any comments related to the cost amount for your enterprise.
Owner Address Description	This column displays the address description of the firm designated as the owner of the project.
Owner Concatenated Address	This column displays the street address, city, state, and ZIP code of the owner of the project. If the address is too long for the width of the column, it continues on additional lines within the column.
Owner Name	This column displays the name of the firm designated as the owner of the project.
Owner Number	This column displays the firm number of the firm designated as the owner of the project.
Owner Value	This column displays the value for the project owner.
Period of Performance	This column displays the duration that you expect to work on the contract associated with the project. Typically, the duration is a number of months.
Primary Client	This column displays the name of the primary client associated with the project.
Primary Contact Business Fax	This column displays the primary contact's business fax number.
Primary Contact Business Phone	This column displays the primary contact's business phone number.
Primary Contact E-mail	This column displays the primary contact's email address.
Primary Contact Mobile Phone	This column displays the primary contact's cell phone number.
Primary Contact Name	This column displays the name of the primary contact associated with the project.
Primary Contact Pager	This column displays the primary contact's pager number.
Primary Contact Title	This column displays the title of the primary contact associated with the project.
Principal Name	This column displays the name of the principal for the project, phase, or task.
Probability	This column displays the probability that your company will win the project.
Professional Services Completion	This column displays the date on which your firm completed all professional services.
Project Currency	This column displays the three-character ISO code for the project currency.
Project Manager Name	This column displays the name of the project manager for the project, phase, or task.
Project Number	This column displays the project number.
Promo. Project Actual Completion Date	This column displays the actual completion date for the project's linked promotional project.
Promo. Project Estimated Completion Date	This column displays the estimated completion date for the project's linked promotional project.
Promo. Project Firm Cost	This column displays the firm's total cost for the project's linked promotional project.
Promo. Project JTD Hours	This column displays the job-to-date hours for the project's linked promotional project.
Promo. Project JTD Labor Cost	This column displays the job-to-date labor cost amount for the project's linked promotional project.
Project JTD Total Actual Cost	This column displays the job-to-date total actual cost for the project's linked promotional project.
Promo. Project Name	This column displays the name of the project's linked promotional project.
Promo. Project Number	This column displays the project number for the project's linked promotional project.
Promo. Project Principal Name	This column displays the name of the principal for the project's linked promotional project.
Promo. Project Project Manager Name	This column displays the name of the project manager for the project's linked promotional project.
Promo. Project Responsibility	This column displays the level of responsibility your enterprise has for the project's linked promotional project (for example, Prime, Joint Venture, or Consultant).
Promo. Project Start Date	This column displays the start date for the project's linked promotional project.
Promo. Project Supervisor Name	This column displays the name of the supervisor for the project's linked promotional project.
Promo. Project Total Project Cost	This column displays the total cost for the project's linked promotional project.
Promo. Project Type	This column displays the type for the project's linked promotional project (for example, Environmental or Aviation).
Promo. Project YTD Hours	This column displays the year-to-date hours for the project's linked promotional project.
Promo. Project YTD Labor Cost	This column displays the year-to-date labor cost amount for the project's linked promotional project.
Promo. Project YTD Total Actual Cost	This column displays the year-to-date total actual cost for the project's linked promotional project.
Proposal Manager Name	This column displays the name of the employee designated as the Proposal Manager for the project.
Referable	This Yes/No column indicates whether or not the project can be used as a reference when talking with potential clients.
Responsibility	This column displays the level of responsibility that your enterprise has for the project, such as Prime, Joint Venture, or Consultant.
Row Count	This column displays the row number of a line item.
Short Name	This column displays the project's short name.
Solicitation	This column displays the ID number of the request for proposal (RFP) for the project.
Source	This column displays the source of the project (for example, Client Referral, Consultant Job, or Marketing Campaign).
Stage	This field indicates the current stage for the project.
Stage Step	This column displays an indication of where the project is in the Stage process if you are using CRM. Steps are a sub-category of a Stage.
State	This column displays the two-character abbreviation for the state from the project address.
Status	This column displays the current status of the project: Active, Inactive, or Dormant.
Supervisor Name	This column displays the name of the supervisor for the project.
Total Project Cost	This column displays the total cost of the project.
Total Project Cost Comment	This column displays the comments entered for the total project cost (for example, "Fee only" or "Phase I").
Type	This column displays the type of the project.
Weighted Fee	This column displays the estimated fee for the project in the project currency and weighted based on the probability: Estimated fee x Probability percentage.
Won/Lost Date	If the project is in a pipeline stage that is designated as a Won, Lost, or Do Not Pursue stage, this column displays the date on which the project was won or lost or on which you decided not to pursue it further. If the project is assigned to a stage that is designated as an In Pursuit stage, it does not have a won/lost date.
Won/Loss Notes	This column displays notes that relate to winning, losing, or abandoning pursuit of the project.
Won/Lost Reason	This column displays the reason why the project was won or lost or why you decided not to pursue it.
YTD AR Amount	This column displays the amount billed but not yet received for the year to date. This amount includes taxes.
YTD Billed Amount	This column displays the year-to-date billed amount for the project. This amount does not include taxes.
YTD Direct Cost	This column displays the year-to-date cost of direct expenses for the project.
YTD Hours	This column displays the total labor hours for the current year to date. This total includes regular hours, standard overtime hours, and secondary overtime hours.
YTD Labor Cost	This column displays the year-to-date labor costs for the project.
YTD Profit	When you generate the report at cost rates, this column displays the profit for the year to date.
YTD Revenue Amount	This column displays the year-to-date revenue for the project.
YTD Total Actual Cost	This column displays the year-to-date actual cost amount for the project.
Zip	This columns displays the ZIP code from the record's address.