Columns for Firm Employee Assignment and Activity Status

You can select the columns to display on your report.

Contents

Field	Description
8 (a)	This Yes/No column indicates whether or not the firm is part of the 8 (a) business development program for small and disadvantaged businesses. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
Activity - Completed	This Yes/No column indicates whether or not the activity was completed.
Activity - Location	This column displays the location where the activity occurred or will occur.
Activity - Marketing Campaign	This column displays the marketing campaign associated with the activity.
Activity - Notes	This column displays the notes from the activity.
Activity - Owner	This column displays the name of the person in your organization who is responsible for this activity. Typically, the activity owner is the person who scheduled the activity.
Activity - Primary Contact	This column displays the name of the contact at the primary firm associated with the activity.
Activity - Primary Contact Bus. Phone	This column displays the work telephone number of the primary firm's contact.
Activity - Primary Firm	This column displays the name of the primary firm associated with the activity.
Activity - Priority	This column displays the priority ranking that indicates the relative importance of the activity: High, Medium, or Low.
Activity - Project	This column displays the name of the project associated with the activity.
Activity – Start Date	This column displays the date and time that the activity is scheduled to begin.
Activity – Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activity – Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).
Alaska Native	This Yes/No column indicates whether or not the firm is an Alaskan Native. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
Annual Revenue	This column displays the annual revenue of the firm.
Assigned Employee	This column displays the name of the employee who fulfills the role of the relationship selected in the Employee Relationship field (for example, the name of the Client Manager).
Billing Address Create Date	This column displays the date on which the billing address was created in the record.
Billing Address Modify Date	This column displays the date on which the billing address was most recently modified.
Billing Address Description	This column displays the description of the primary address for the hub record (for example, Company Headquarters, Main Office, or Billing Office).
Billing Address Create User	This column displays the user ID of the person who created the billing address in the record.
Billing Address Modify User	This column displays the user ID of the person who most recently modified the billing address.
Billing Address 1-4	Billing Address 1 displays the record's name. The other address fields display the record'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 Country	This column displays the country from the firm's billing address.
Billing Fax	This column displays the fax number at the firm's billing address.
Billing Phone	This column displays the phone number at the firm's billing address.
Billing State	This column displays the two-character abbreviation for the state from the firm's billing address.
Billing Tax Country Code	This column displays the tax country code for the firm's billing address.
Billing Tax Reg. #	This column displays the tax registration number for the firm's billing address.
Billing Zip	This column displays the ZIP code from the firm's billing address.
Client Manager	This column displays the name of the client manager who is assigned to the firm that is associated with the activity.
Client Type	This column displays the client type for the firm, if specified in the Firms hub.
Competitor	This Yes/ No column indicates whether or not the firm is a competitor.
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.
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.
Custom Currency Code	If you use multiple currencies, this column displays the currency code used for user-defined currency fields.
Disadvantaged Business	This Yes/No column indicates whether or not the firm is a disadvantaged business. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
Employee Count	This column displays the number of employees at the firm.
Firm Create Date	This column displays the date on which the firm record was created.
Firm Create User	This column displays the user ID of the person who created the firm record in the Firms hub.
Firm Modify Date	This column displays the date on which the firm record was most recently modified.
Firm Modify User	This column displays the user ID of the person who most recently modified the firm record.
Firm Name	This column displays the name of the firm.
Firm Number	This column displays the firm identifier.
Government Agency	This Yes/No column indicates whether or not the firm is a government agency.
HBCU or Minority Institution	This Yes/No column indicates whether or not the firm is an historically black college or university (HBCU). This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
HUB Zone	This Yes/No column indicates whether or not the firm is part of the HUBZone program for small businesses that operate and employ people in Historically Under-utilized Business Zones. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
Is Client	This Yes/No column indicates whether or not the firm record is classified as a client in terms of projects. Firms are classified as clients based on settings in the Firms hub.
Is Vendor	This Yes/No column indicates whether or not the firm record is classified as a vendor in terms of projects. Firms are classified as vendors based on selections in the Firms hub.
Last Activity	This column displays the date of the firm's latest activity.
Market	This column displays the type of firm associated with the contact.
Memo	This column displays the text entered in the Notes field in the hub. You can see the contents of this column only if you have the proper security access.
Minority Owned	This Yes/No column indicates whether or not the firm is owned by a member of a group identified as a minority by the government. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
Next Scheduled Activity	This column displays the date of the next activity of the firm and the name of the employee in the organization who is assigned to it.
Primary Address Create Date	This column displays the date on which the primary address was created in the firm record.
Primary Address Create User	This column displays the user ID of the person who created the primary address in the hub record.
Primary Address Description	This column displays the description of the hub record's primary address (for example, Company Headquarters, Main Office, or Billing Office).
Primary Address Modify Date	This column displays the date on which the primary address was most recently modified.
Primary Address Modify User	This column displays the user ID of the person who most recently modified the primary address.
Primary Address 1-4	The Primary Address 1 column displays the client's name. The other columns display the hub record'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 Country	This column displays the country from the firm's primary address.
Primary Fax	This column displays the fax number at the firm's primary address.
Primary Phone	This column displays the phone number at the firm's primary address.
Primary State	This column displays the two-character abbreviation for the state from the firm's primary address.
Primary Tax Country Code	This column displays the tax country code for the firm's primary address.
Primary Tax Regulation Number	This column displays the tax registration number for the client's primary address.
Primary Zip	This column displays the ZIP code from the firm's primary address.
Prior Work	This Yes/No column indicates whether or not the firm has done work for your organization in the past.
Project Days Open	This column displays for the number of days an opportunity associated with a project has been opened: beginning with the date is was opened through the current date.
Project Estimated Fee	This column displays the fee that you expect to earn if you are awarded the project
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 Profit	This column displays the job-to-date profit for the project.
Project JTD Revenue Amount	This column displays the job-to-date revenue amount for the project.
Project JTD Total Actual Cost	This column displays the job-to-date total actual cost for the project's linked promotional project.
Project Probability	This column displays the probability that you will win an in pursuit project. For example, if that probability is 80%, this column displays 80.
Project Total Project Cost	This column displays the total cost of the project. In proposals, 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 Weighted Fee	This column displays the weighted fee for the project: Estimated fee x Probability/100.
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 Hours	This column displays the year-to-date hours for the project.
Project YTD Labor Cost	This column displays the year-to-date labor costs for the project.
Project YTD Profit	This column displays the year-to-date profit amount for the project.
Project YTD Revenue Amount	This column displays the year-to-date revenue for the project.
Project YTD Total Actual Cost	This column displays the year-to-date actual cost amount for the 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.
Promo. Project JTD Total Actual Cost	This column displays the job-to-date total actual cost amount 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 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.
Promo. Project Total Project Cost	This column displays the total cost for the project's linked promotional project.
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.
Recommend	This Yes/No column indicates 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.
Relationship	This column displays your relationship with the record (for example, Consultant, Prospective, or Existing).
Remittance	This column indicates if the vendor requires a printed copy (remittance advice) of the transactions in the EFT file.
Row Count	This column displays the total number of detail lines for each group, based on the sorting and grouping selections. If the report groups data at more than one level, this column displays row counts for all grouping levels.
Separate Checks	This Yes/No column indicates whether or not you print a separate check for each voucher submitted by the vendor. This column is available when the Approved for use in processing option is selected on the Vendor tab of the Firms hub. If this column contains N, Vantagepoint totals all of the vouchers for the vendor that are scheduled for payment and prints one check for the total amount.
Service Disabled Veteran Owned	This Yes/No column indicates whether or not the firm is a small business that is owned by a disabled veteran. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
Small Business	This Yes/No column indicates whether or not the firm or vendor is a small business. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
Specialty	If the firm is classified as a vendor, this column contains the vendor specialty (for example, Industrial, Retail, or Municipal).
Specialty Description	If the firm is classified as a vendor, this column contains additional information about that firm's specialty.
Status	This column displays the status of the electronic fund transfer to a vendor.
Veteran Owned	This Yes/No column indicates whether or not the firm is a small business that is owned by a veteran. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
Website	This column displays the record's web site address.
Woman Owned	This Yes/No column indicates whether or not the firm is a business owned by a woman. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.