Project Table Formats (PR)

Follow Vantagepoint specifications for preparing a file containing project data.

Note that when you import data to create a new project, Vantagepoint also creates an empty plan for that project using default settings, so you can immediately begin entering planned labor hours and planned expense and consultant amounts.

Field Name	Data Type	Length	Notes
ActCompletionDate	datetime		Project's actual completion date. Corresponding milestone is added or updated.
Address1	nvarchar	50	First line of the project's address
Address2	nvarchar	50	Second line of the project's address
Address3	nvarchar	50	Third line of the project's address
AjeraBilledConsultant	decimal	19,4	Ajera Billed Consultant
AjeraBilledLabor	decimal	19,4	Ajera Billed Labor
AjeraBilledReimbursable	decimal	19,4	Ajera Billed Reimbursable
AjeraCostConsultant	decimal	19,4	Ajera Cost Consultant
AjeraCostLabor	decimal	19,4	Ajera Cost Labor
AjeraCostReimbursable	decimal	19,4	Ajera Cost Reimbursable
AjeraReceivedConsultant	decimal	19,4	Ajera Received Consultant
AjeraReceivedLabor	decimal	19,4	Ajera Received Labor
AjeraReceivedReimbursable	decimal	19,4	Ajera Received Reimbursable
AjeraSpentConsultant	decimal	19,4	Ajera Spent Consultant
AjeraSpentLabor	decimal	19,4	Ajera Spent Labor
AjeraSpentReimbursable	decimal	19,4	Ajera Spent Reimbursable
AjeraSync	varchar	1	Variable (Y/N) indicating if the project is to be passed to Ajera when you synchronize the two applications
AjeraWIPConsultant	decimal	19,4	Ajera WIP Consultant
AjeraWIPLabor	decimal	19,4	Ajera WIP Labor
AjeraWIPReimbursable	decimal	19,4	Ajera WIP Reimbursable
AllocMethod	varchar	1	Variable indicating the method for allocating the estimated fee to expected receipt dates
AvailableForCRM	varchar	1	Variable indicating whether or not the record is available to CRM users; default is Y (Yes)
AwardType	nvarchar	15	Source of contract funding for the project. Applies only if your industry is Government Contracting. Must already exist in CFGAwardType.
BidDate	datetime		Date when the organization submitted its bid for the project. Corresponding milestone is added or updated.
BillableWarning	varchar	1	Type of message to display in Expense when the user charges certain expenses to the project; valid options are E (Error), W (Warning), or N (None)
BillByDefault	varchar	1	Variable indicating whether or not certain project expenses are billable to the client. Valid options are Y (Yes, Billable), N (No, Nonbillable), or C (Category-specific)
BillByDefaultConsultants	varchar	1	Variable indicating the selection in the Bill by Default/Consultants field. Valid options are Y - Yes, N - No, and E - Expense Code.
BillByDefaultORTable	int		The override table number selected in the Bill by Default/Override Table field.
BillByDefaultOtherExp	varchar	1	Variable indicating the selection in the Bill by Default/Other Expenses field. Valid options are Y - Yes, N - No, and E - Expense Code.
Biller	nvarchar	20	Employee number of person responsible for project billing; must exist in EM
BillingClientID	varchar	32	Client record number for the billing client; must exist in CL (ClientID/Client)
BillingContactID	varchar	32	Contact record number for the billing contact; must exist in Contacts (ContactID/(LastName,FirstName,MiddleName,ClientID/Client))
BillingCurrencyCode	nvarchar	3	Project's billing currency
BillingExchangeRate	decimal	19,10	The exchange rate for the project's billing currency. In the Projects hub, this rate is entered in the Exchange Rate field under the Billing Currency fieldon the Budget & Revenue tab.
BillWBS1	nvarchar	30	Reference project for the Unbilled Detail Report
BillWBS2	nvarchar	30	Reference field for the project phase
BillWBS3	nvarchar	30	Reference field for the project task
BudgetedFlag	varchar	1	Budgeted labor code check for timesheets. Valid options are N (None), W (Warning), or E (Error)
BudgetedLevels	nvarchar	5	Project's budgeted labor code levels; used when budgeted validation is in effect for timesheets
BudgetLevel	varchar	1	This field is active only when the BudgetSource is Project Planning;valid options are Employee Only, Labor Code Only, or Both
BudgetSource	varchar	1	This field is active only when BudgetedFlag is set to Error or Warning. The budget to use for budget validation of timesheets; valid options are Project Planning or Budget Worksheet
BudOHRate	decimal	19,4	Project's budgeted overhead rate; cannot enter unless ChargeType = R and Sublevel = N
BusinessDeveloperLead	nvarchar	20	Associated business development lead's employee number; must exist in EM
ChargeType	varchar	1	Variable indicating the project's charge type; required field; must exist in CFGChargeType (Type/Label)
City	nvarchar	30	City of the project's address
CLAddress	nvarchar	20	Client address description; must exist in CLAddress. Required if ReadyForProcessing is Y.
CLBillingAddr	nvarchar	20	Client's billing address description; must exist in CLAddress. Required if ReadyForProcessing is Y.
ClientAlias	nvarchar	100	Client alias to use in proposals if the client is confidential
ClientConfidential	varchar	1	Variable indicating whether the client's name will be used in proposals or replaced with an alias; default is N (No), the client's name is not confidential
ClientID	varchar	32	Client number; must exist in CL (ClientID/Client)
Closed	int		Reserved for future use
CloseDate	datetime		If the project is assigned to a won, lost, or do not pursue stage, use this field to indicate the date on which the project was won or lost or on which you decided not to pursue it further.
ClosedNotes	nvarchar	4000	If the project is assigned to a won, lost, or do not pursue stage, use this field to import any additional information that is relevant to the project's stage.
ClosedReason	nvarchar	10	If the project is assigned to a won, lost, or do not pursue stage, use this field to indicate the reason it was moved to that stage. Reason must already exist in CFGOpportunityClosedReason .
CompetitionType	nvarchar	15	The type of competition for the project (for example, GSA Schedules or Woman Owned Set-Aside). Applies only if your industry is Government Contracting. Must already exist in CFGCompetitionType.
ComplDateComment	nvarchar	20	User-entered comment regarding the actual completion date
ConstComplDate	datetime		Construction completion date. Corresponding milestone is added or updated.
ConsultFee	decimal	19,4	Project's direct consultant fee in project currency; cannot enter unless ChargeType = R and Sublevel = N
ConsultFeeBillingCurrency	decimal	19,4	Project's direct consultant fee in billing currency; cannot enter unless ChargeType = R and Sublevel = N
ConsultFeeFunctionalCurrency	decimal	19,4	Project's direct consultant fee in functional currency; cannot enter unless ChargeType = R and Sublevel = N
ContactFirstName	nvarchar	25	Primary contact's first name
ContactID	varchar	32	Contact record number for the primary contact. Must exist in Contacts (ContactID/(LastName,FirstName,MiddleName,ClientID/Client)).
ContactLastName	nvarchar	30	Primary contact's last name
ContactMiddleName	nvarchar	30	Primary contact's middle name
ContractDate	datetime		Project contract's award date. Corresponding milestone is added or updated.
ContractTypeGovCon	nvarchar	15	Type of contract for the project (for example, Cost Plus Fixed Fee, Time and Materials). Applies only if your industry is Government Contracting. Must already exist in CFGContractTypeGovCon .
CostRateMeth	smallint		Project's cost rate method
CostRateTableNo	int		Cost rate table number
Country	nvarchar	40	Country of the project's address
County	nvarchar	50	County of the project's address
CustomCurrencyCode	nvarchar	3	Currency code for any user-defined currency fields
DefaultEffortDriven	int		Reserved for future use
DefaultTaskType	int		Reserved for future use
Duration	nvarchar	255	Description of the total expected duration of the contract (for example, 1 year base plus 4 x 1 year option). Applies only if your industry is Government Contracting.
EMail	nvarchar	50	Project location email address
EndDate			Do not use
EstCompletionDate	datetime		Project's estimated completion date. Corresponding milestone is added or updated.
EstConstructionCost	decimal	19,4	Reserved for future use
EstEndDate	datetime		Do not use
EstFees	decimal	19,4	Do not use
EstStartDate	datetime		Project's estimated start date. Corresponding milestone is added or updated.
ExpPctComp	decimal	19,4	Estimated expense percent complete for the project
Fax	nvarchar	24	Project location facsimile transmission telephone number
FaxFormat	nvarchar	24	Format to use for the fax number
FEAddlExpenses	decimal	19,4	Fee estimate additional expenses
FEAddlExpensesPct	decimal	19,4	Fee estimate additional expenses percentage
FederalInd	varchar	1	Variable indicating whether or not this is a federal project; default is N (No)
Fee	decimal	19,4	Sum of fees for direct labor and direct expense in project currency; cannot enter unless ChargeType = R and Sublevel = N
FeeBillingCurrency	decimal	19,4	Sum of fees for direct labor and direct expense in billing currency; cannot enter unless ChargeType = R and Sublevel = N
FeeDirExp	decimal	19,4	Project's fee for direct expense in project currency; cannot enter unless ChargeType = R and Sublevel = N
FeeDirExpBillingCurrency	decimal	19,4	Project's fee for direct expense in billing currency; cannot enter unless ChargeType = R and Sublevel = N
FeeDirExpFunctionalCurrency	decimal	19,4	Project's fee for direct expense in functional currency; cannot enter unless ChargeType = R and Sublevel = N
FeeDirLab	decimal	19,4	Project's fee for direct labor in project currency; cannot enter unless ChargeType = R and Sublevel = N
FeeDirLabBillingCurrency	decimal	19,4	Project's fee for direct labor in billing currency; cannot enter unless ChargeType = R and Sublevel = N
FeeDirLabFunctionalCurrency	decimal	19,4	Project's fee for direct labor in functional currency; cannot enter unless ChargeType = R and Sublevel = N
FeeFunctionalCurrency	decimal	19,4	Sum of fees for direct labor and direct expense in functional currency; cannot enter unless ChargeType = R and Sublevel = N
FEOther	decimal	19,4	Fee estimate other amount
FEOtherPct	decimal	19,4	Fee estimate other percentage
FESurcharge	decimal	19,4	Fee estimate surcharge amount
FESurchargePct	decimal	19,4	Fee estimate surcharge percentage
FirmCost	decimal	19,4	Organization's total cost for completing the project
FirmCostComment	nvarchar	20	User-entered comment regarding the Firm Cost
ICBillingExp	varchar	1	The level at which to apply the intercompany expense billing rate method: Global or Project
ICBillingExpMethod	smallint		The intercompany expense billing rate method. The method is used when the rate method is applied at the project level. Valid options are Multiplier, Billing Terms, By Account, By Category, By Vendor.
ICBillingExpMult	decimal	19,4	The intercompany expense billing multiplier
ICBillingExpTableNo	int		The intercompany expense rate table ID for the rate table specified in the Projects hub
ICBillingLab	varchar	1	The level at which to apply the intercompany labor billing rate method: Global or Project
ICBillingLabMethod	smallint		The intercompany labor billing rate method. The method is used when the rate method is applied at the project level. Valid options are Multiplier, Billing Terms, Rate Table, By Category.
ICBillingLabMult	decimal	19,4	The intercompany expense billing multiplier
ICBillingLabTableNo	int		The intercompany labor rate table ID for the rate table specified in the Projects hub
IQID	nvarchar	50	GovWin IQ identifier for the opportunity imported to create the project
IQLastUpdate	datetime		Date when information for the project was last updated based on changes to the GovWin IQ opportunity from which the project was created.
LabBillTable	int		Rate table for labor billing estimates
LabCostTable	int		Rate table for labor cost estimates
LabPctComp	decimal	19,4	Estimated labor percent complete for the project
LineItemApproval	varchar	1	Variable indicating the project's timesheet line item approval setting; valid options are Yes, No, or System (the default)
LineItemApprovalEK	varchar	1	Variable indicating the project's expense report line item approval setting; valid options are Yes, No, or System (the default)
Locale	nvarchar	2	Project's payroll tax locale
LongName	nvarchar	255	Project's long name
LostTo	varchar	32	If the project is assigned to a lost stage, the firm ID of the firm that won the contract.
MarketingCoordinator	nvarchar	20	Associated marketing coordinator's employee number; must exist in EM
MasterContract	nvarchar	15	If you are competing for the project under an indefinite delivery/indefinite quantity contract (IDIQ) or similar Master Services Agreement, use this field to import the master contract. Must already exist in CFGMasterContract.
Memo	nvarchar	16	Memo field for comments on the project
MultAmt	decimal	19,4	Multiplier or amount to use for the project when running Revenue Generation; cannot enter unless ChargeType = R and Sublevel = N
NAICS	nvarchar	15	North American Industry Classification System (NAICS) code or description. Must already exist in CFGNAICS.
Name	nvarchar	40	Project name; required field
OpenDate	datetime		Date when you began pursuing the project
OpportunityID	varchar	32	No longer used.
Org	nvarchar	14	Project's organization; must exist in Organization
OurRole	nvarchar
PayRateMeth	smallint		Project's pay rate method
PayRateTableNo	int		Pay rate table number
PctComp	decimal	19,4	Estimated overall percent complete for the project
PeriodOfPerformance	decimal	19,5	Project's period of performance, which is typically the number of months that you expect to work on the contract associated with the project. Applies if your industry is Government Contracting.
Phone	nvarchar	24	Project location telephone number
PhoneFormat	nvarchar	24	Format to use for the project location phone number
PlanID	varchar	32	Internal identifier for the project plan
POCNSRate	decimal	19,4	Consultant expense markup for the project's committed expenses from purchase orders
PORMBRate	decimal	19,4	Reimbursable expense markup for the project's committed expenses from purchase orders
Principal	nvarchar	20	Principal's employee number; must exist in EM
Probability	smallint		Probability that you will win an in pursuit project. Value must match either probability description or probability code. For projects with the Overhead or Promotional charge type, the probability must be set up as 100%.
ProfServicesComplDate	datetime		Professional services completion date. Corresponding milestone is added or updated.
ProjectCurrencyCode	nvarchar	3	Project's functional currency
ProjectExchangeRate	decimal	19,10	The exchange rate for the project's currency. In the Projects hub, this rate is entered in the Exchange Rate field under the Project Currency field on the Budget & Revenue tab.
ProjectTemplate	nvarchar	10	Project template code as defined in the Ajera Project Template code table in Settings
ProjectType	vnarchar	10	Project type; must exist in CFGProjectType (Code/Description)
ProjMgr	nvarchar	20	Project manager's employee number; must exist in EM
ProposalManager	nvarchar	20	Associated proposal manager's employee number; must exist in EM
ProposalWBS1	nvarchar	30	Promotional project linked to the record; must exist in PR
PublicNoticeDate	datetime		Do not use.
ReadOnly	int		Reserved for future use
ReadyForApproval	varchar	1	Variable indicating whether or not the record is available to Accounting users
ReadyForProcessing	varchar	1	Variable indicating whether or not the record is approved for use in transaction processing
Referable	varchar	1	Variable indicating whether or not the project can be used as a work reference in proposals; default is N (No)
ReimbAllow	decimal	19,4	Project's reimbursable allowance in project currency; cannot enter unless ChargeType = R and Sublevel = N
ReimbAllowBillingCurrency	decimal	19,4	Project's reimbursable allowance in billing currency; cannot enter unless ChargeType = R and Sublevel = N
ReimbAllowCons	decimal	19,4	Project's reimbursable allowance for consultants in project currency; cannot enter unless ChargeType = R and Sublevel = N
ReimbAllowConsBillingCurrency	decimal	19,4	Project's reimbursable allowance for consultants in billing currency; cannot enter unless ChargeType = R and Sublevel = N
ReimbAllowConsFunctionalCurrency	decimal	19,4	Project's reimbursable allowance for consultants in functional currency; cannot enter unless ChargeType = R and Sublevel = N
ReimbAllowExp	decimal	19,4	Project's reimbursable allowance for expenses in project currency; cannot enter unless ChargeType = R and Sublevel = N
ReimbAllowExpBillingCurrency	decimal	19,4	Project's reimbursable allowance for expenses in billing currency; cannot enter unless ChargeType = R and Sublevel = N
ReimbAllowExpFunctionalCurrency	decimal	19,4	Project's reimbursable allowance for expenses in functional currency; cannot enter unless ChargeType = R and Sublevel = N
ReimbAllowFunctionalCurrency	decimal	19,4	Project's reimbursable allowance in functional currency; cannot enter unless ChargeType = R and Sublevel = N
RequireComments	varchar	1	Flag indicating whether the Require Comments for Hours option is selected for the project.
Responsibility	nvarchar	10	Organization's project responsibility; must exist in CFGPRResponsibility (Code/Description)
RestrictChargeCompanies	varchar	1	Flag indicating whether or not charges to the project are restricted to named companies; valid options are Y (Yes) or N (No)
Revenue	decimal	19,4	Revenue amount that the project is expected to generate
RevenueMethod	nvarchar	1	Project's revenue method
RevType RevType2 RevType3 RevType4 RevType5	nvarchar	10	Revenue method to use for the first through fifth uninvoiced accounts when the revenue by category feature is enabled. must exist in CFGRGMethods (Method/Description); cannot enter unless ChargeType = R and Sublevel = N
RevUpsetCategoryToAdjust	smallint		The unbillled revenue category to which to assign any adjustment when the revenue upset limit is exceeded.
RevUpsetIncludeComp	varchar	1	Variable indicating whether or not to include compensation in the project's revenue upset limit
RevUpsetIncludeCons	varchar	1	Variable indicating whether or not to include consultant expense in the project's revenue upset limit
RevUpsetIncludeReimb	varchar	1	Variable indicating whether or not to include reimbursable expense in the project's revenue upset limit
RevUpsetLimits	varchar	1	Variable indicating whether or not revenue upset limits are enabled for the project
RevUpsetWBS2	nvarchar	30	Variable indicating whether or not revenue upset limits are enabled at the phase level
RevUpsetWBS3	nvarchar	30	Variable indicating whether or not revenue upset limits are enabled at the task level
ServProCode	nvarchar	10	Fee estimate service profile
SFID	nvarchar	18	If the project was created by importing data from a Salesforce opportunity, the Salesforce opportunity record number.
SFLastModifiedDate	datetime		Date that the project information was last updated with data from Salesforce.
SiblingWBS1	nvarchar	30	For a regular project, the project number of its linked promotional project. For a promotional project, the project number of its linked regular project.
Solicitation	nvarchar	255	Request for proposal (RFP) number for the project.
SolicitationNum	nvarchar	30	Do not use
Source	nvarchar	10	How/where you learned about the project; null or must exist in CFGOpportunitySource (Code/Description)
Stage	nvarchar	10	Project's stage. Required if project has Regular charge type. Not used for projects with Overhead or Promotional charge type. Null or must exist in CFGOpportunityStage (Code/Description)
StartDate	datetime		Actual start date for the project. Corresponding milestone is added or updated.
State	nvarchar	10	State of the project's address. The state must exist in CFGStates. If you import both state and country, that combination must already be a valid combination in Vantagepoint. If you import a state but not a country, the state must be a valid state for the United States.
Status	varchar	1	Project's status; valid options are A (Active), I (Inactive), or D (Dormant); required field; must exist in CFGProjectStatus (Code/Description)
SubLevel	varchar	1	Variable indicating whether or not the project has phases and tasks; default is N (No)
Supervisor	nvarchar	20	Project, phase, or task supervisor's employee number; must exist in EM
Timescale	varchar	1	Variable that indicates the timescale across which to allocate the estimated fee when using the Spread Evenly Across Time Scale allocation method
TKCheckRPDate	varchar	1	Flag indicating whether Vantagepoint Timesheet should check task start and end dates in project plans
TKCheckRPPlannedHrs	varchar	1	Flag indicating whether the Check Project Planning for Planned Hours option is selected for the project
TLChargeBandExternalCode	nvarchar	14	No longer used
TLChargeBandInternalKey	nvarchar	40	No longer used
TLInternalKey	nvarchar	40	No longer used
TLProjectID	nvarchar	40	No longer used
TLProjectName	nvarchar	255	No longer used
TotalContractValue	decimal	19,5	Total amount of the contract for the owner of the project, in the project currency. Displayed in Owner Value in the summary pane of the Projects hub.
TotalCostComment	nvarchar	20	User-entered comment regarding the Project Cost
TotalProjectCost	decimal	19,4	Total project cost
UnitTable	nvarchar	20	Default unit table to use for the project; must exist in UnitTable
VersionID	int		Reserved for future use
WBS1	nvarchar	30	Project number; primary key
WBS2	nvarchar	30	Reference field for the project phase; this column is populated by Vantagepoint after the WBS1 column in this table is filled in; primary key; must have at least one blank space
WBS3	nvarchar	30	Reference field for the project task; this column is populated by Vantagepoint after the WBS1 column in this table is filled in; primary key; must have at least one blank space
WeightedRevenue	decimal	19,4	Product of Revenue and Probability; automatically calculated
XCharge	varchar	1	Setting to use for cross charges to the project; valid options are G (Global, default), N (None), or P (Project)
XChargeMethod	smallint		Cross-charge method for the project; valid options are 1 (Billing Terms) or 0 (Multiplier)
XChargeMult	decimal	19,4	Cross-charge multiplier for the project
Zip	nvarchar	10	ZIP code of the project's address