Columns for Contract Management Report

You can select the columns to display on your report.

Contents

Field	Description
Actual Completion	For completed projects, this column displays the actual completion date.
Allocation Method	This column displays the method selected for the project for allocating estimated fees across time. The allocation method reflects when you expect to receive future fee payments. It is specified on the Estimated Fee tab of the Contract Management form.
Approved Date	This column displays the date entered into the Approved Date for the contract.
Approved for use in Processing	By default, a project record is approved for use in processing when an Accounting user adds a new project record. It is disabled for all other users.
Available to Accounting Users	This Yes/No column indicates whether or not the record is available for review by Accounting users.
Available to CRM Users	This Yes/No column indicates whether or not the record is available for review by Customer Relationship Management (CRM) users.
Award Type	This column displays the type of award for the project (for example, IDIQ - GWAC, IDIQ - Agency Specific, BPA).
Bid Date	This column displays the date on which your firm first bid on the project.
Billing Address	This column displays the client's billing street address, city, state, and ZIP code. If the address is too long for the width of the column, it continues on additional lines within the column.
Billing Client Name	This column displays the name of the client to be billed.
Billing Contact	This column displays the billing contact for the client.
Billing Currency Code	This column displays the three-character code for the billing currency.
Business Development Lead	This column displays the name of the employee designated as the business development lead for the project.
Capacity Calculation	This column indicates if the project is included in the calculation of scheduled hours and percentages and of utilization hours and percentages that are used for resource planning and resource management.
Charge Type	This column displays one of the following charge types for the project: R:Regular projects are revenue-producing. Costs charged to regular projects include direct labor, direct expense, and reimbursable expense. Vantagepoint retains the detail for a regular project for the life of the project. H:Overhead projects are not revenue-producing. Costs charged to overhead projects include indirect labor and indirect expense. Vantagepoint distributes the total cost of these projects to regular projects during overhead allocation. Typical overhead projects can include General Overhead, Vacation, Sick Leave, Holiday, and Civic Duty. Vantagepoint resets job-to-date costs to zero for overhead projects when you initialize for a new fiscal year. P: Promotional projects track the cost to acquire a job. If you obtain the contract, you can create a new regular project and transfer the detail to it to be billed or tracked. A promotional project is similar to an overhead project. However, Vantagepoint does not zero out job-to-date costs at the start of each fiscal year for promotional projects.
Client Address	For clients that use more than one address, this column displays an address description to indicate which address is associated with the project. For example, this column might display one of the following: <Default>: The default address from the Firms hub Corporate HQ: The address of the client's headquarters London: The address for the client's office in London, UK
Client Billing Address	For clients that use more than one address, this column displays an address description to indicate which address is the billing address for the project. For example, this column might display one of the following: <Default>: This is the default client address from the Firms hub. Corporate HQ: This is the address of the client's headquarters. London: This is the address for the client's office in London, UK. If you want the report to display client billing addresses, select the Billing Address column.
Client Confidential	This Yes/No column indicates whether or not the client firm's name is confidential and is to be excluded from all proposals. If the client's name is confidential and you include the project in a proposal, Vantagepoint substitutes an alias for the client name.
Client Name	This column displays the client associated with the project plan.
Compensation	This column displays the total monetary amount you expect to receive for direct labor and direct expenses related to the project.
Competition Type	This column displays the competition type for the project (for example, GSA Schedules or Woman Owned Set-Aside).
Completion Comment	This column displays the comments entered for the completion date.
Confidential Project Alias	This column displays the alternate name that Vantagepoint uses in proposals in place of the actual client name when the client requests that you keep the firm's name confidential.
Construction Completion Date	This column displays the date on which your firm completed all work.
Contact Name	This column displays the name of the contact.
Contract Compensation	This column displays the monetary amount you expect to receive for direct labor and direct expenses related to the contract.
Contract Date	This column displays the date on which your firm was awarded the contract.
Contract Description	This column displays the short description of the contract.
Contract Direct Consultant	This column displays the monetary amount you expect to receive for direct consultant fees related to the contract.
Contract Direct Expense	This column displays the monetary amount you expect to receive for direct expenses related to the contract.
Contract Direct Labor	This column displays the monetary amount you expect to receive for direct labor related to the contract.
Contract Number	This column displays the transaction's contract number.
Contract Reimbursable Allowance	This column displays the expected amount of reimbursable expenses and reimbursable consultant fees related to the contract.
Contract Reimbursable Allowance Consultant	This column displays the expected amount of reimbursable consultant fees related to the contract. This amount includes any markups on consultant professional services.
Contract Reimbursable Allowance Expense	This column displays the expected amount of reimbursable expenses related to the contract.
Contract Status	This column displays the contract's status: Negotiation, Pending, Sent for Signature, Approved & Signed, or Rejected. Your firm may have different contract statuses.
Contract Total	This column displays the sum of Contract Compensation, Contract Direct Consultant, and Contract Reimbursable Allowance amounts for the contract.
Contract Type	This column displays the contract type for the related contracts.
Create Date	This column displays the date on which the plan was created. The report displays this date only in the total line for each plan.
Create User	This column displays the Vantagepoint user ID of the employee who created the record.
Custom Contract Compensation 01 - 13	Each of these columns displays the monetary amount you expect to receive for direct labor and direct expenses related to the contract for the range of periods you specify for the column. Select the starting and ending periods of the range in Period Start and Period End next to the column name on the Columns tab.
Custom Contract Direct Consultant 01-13	Each of these columns displays the monetary amount you expect to receive for direct consultant fees related to the contract for the range of periods you specify for the column. Select the starting and ending periods of the range in Period Start and Period End next to the column name on the Columns tab.
Custom Contract Direct Expense 01 - 13	Each of these columns displays the monetary amount you expect to receive for direct expenses related to the contract for the range of periods you specify for the column. Select the starting and ending periods of the range in Period Start and Period End next to the column name on the Columns tab.
Custom Contract Direct Labor 01 - 13	Each of these columns displays the monetary amount you expect to receive for direct labor related to the contract for the range of periods you specify for the column. Select the starting and ending periods of the range in Period Start and Period End next to the column name on the Columns tab.
Custom Contract Reimbursable Allowance 01 - 13	Each of these columns displays the expected amount of reimbursable expenses and reimbursable consultant fees related to the contract for the range of periods you specify for the column. Select the starting and ending periods of the range in Period Start and Period End next to the column name on the Columns tab.
Custom Contract Reimbursable Consultant 01 - 13	Each of these columns displays the expected amount of reimbursable consultant fees related to the contract for the range of periods you specify for the column. This amount includes any markups on consultant professional services. Select the starting and ending periods of the range in Period Start and Period End next to the column name on the Columns tab.
Custom Contract Reimbursable Expense 01 - 13	Each of these columns displays the expected amount of reimbursable expenses related to the contract for the range of periods you specify for the column. Select the starting and ending periods of the range in Period Start and Period End next to the column name on the Columns tab.
Custom Contract Total 01 - 13	Each of these columns displays the sum of contract compensation, contract direct consultant, and contract reimbursable allowance amounts for the contract for the range of periods you specify for the column. Select the starting and ending periods of the range in Period Start and Period End next to the column name on the Columns tab.
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.
Duration	This column displays the total expected duration of the contract (for example, 1 year base plus 4 x 1 year option).
Email	This column displays the record's email address.
Estimated Completion	This column displays the date on which the project is or was scheduled to be completed. It is assigned as a milestone on the Dates & Cost tab in Hubs > Projects > Project.
Estimated Completion Date	This column displays the date you expect to complete the work if you are awarded the contract.
Estimates Fees	This column displays the estimated revenue you expect to earn from the project.
Estimated Start Date	This column displays the date on which you expect to begin the job associated with the opportunity.
Expense Pct Comp	This column displays the estimated percent complete for labor.
Fax	This column displays the fax number for the record.
Federal Project	This Yes/No column indicates whether or not the project is for the federal government.
Fee Direct Consultant	This column displays the monetary amount you expect to receive for direct consultant fees. This amount includes any markups on consultant professional services.
Fee Direct Expense	This column displays the monetary amount you expect to receive for direct expenses related to the project.
Fee Direct Labor	This column displays the monetary amount you expect to receive for direct labor related to the project.
Fee Reimbursable Consultant	This column displays the expected amount of reimbursable consultant fees related to the project. This amount includes any markups on consultant professional services.
Fee Reimbursable Expense	This column displays the expected amount of reimbursable expenses related to the project.
Firm Cost	This column displays the portion of the project cost for which your firm is responsible.
Firm Cost Comment	This column displays the comments entered for the firm cost.
Functional Currency Code	This column displays the three-character code for the functional currency.
Include in Fees	If Include in Fees is selected on the Contract tab of the Contract Management form, this column indicates if the project compensation amounts are updated with the contract amounts for this contract.
IQ Last Update	This column displays the last date and time the process was run to update projects with changes from GovWin IQ.
IQ Record	If the project was imported from GovWin IQ, this field displays its GovWin IQ ID.
Labor Category Bill Table	This column displays the labor category table used for default bill rates.
Labor Category Cost Table	This column displays the labor category table used for default cost rates.
Labor Pct. Comp.	This column displays the estimated percent complete for labor.
Linked Project	This column displays the project number of the linked project. For example, the promotional project associated to a regular 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	This column displays the competing firm that was awarded the contract.
Marketing Coordinator	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.
Memo	This column displays the notes entered in the Memo field on the Overview tab of the Projects hub.
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 employee who most recently modified the plan. The report displays the user ID only in the total line for each plan.
NAICS	This column displays the six-digit North American Industry Classification System (NAICS) code for the project.
Name	This column displays the WBS1, WBS2 or WBS3 short name.
Opened	This column displays the date on which you identified the project and began pursuing the job.
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.
Overall Pct. Comp.	This column displays the weighted average percent complete. Vantagepoint calculates this percentage as follows: (All percents complete * Their respective budgets) / Total project budget
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 total amount of the contract for the owner of the project, in the project currency.
Period	This column displays the accounting period entered into the Period for the contract.
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.
Phase	This column displays the phase number.
Phone	This column displays the phone number for the record.
Pre-Award Number	This column displays the assigned project number for projects that are the in pursuit stage.
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 Date	This column displays the date on which your firm completed all professional services.
Project	This column displays the project number.
Project Address	These columns display the lines of the project mailing address.
Project City	This column displays the project's city.
Project County	This column displays the project's county.
Project Currency Code	This column displays the three-character code for the project currency.
Project Email	This column displays the email address for the project.
Project Fax	This column displays the fax number for the project location.
Project Manager Name	This column displays the name of the project manager for the project, phase, or task.
Project Phone	This column displays the telephone number for the project location.
Project State	This column displays the project's state.
Project Type	This column displays the type of project (for example, Educational, Commercial, Medical, or Federal).
Project Zip Code	This column displays the project's ZIP code.
Promotional Project	If the project is based on a promotional project, this column displays the project number for the promotional project.
Proposal Manager	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.
Reimbursable Allowance	This column displays the expected total amount of reimbursable expenses: Reimbursable Allowance Expense Fee + Reimbursable Allowance Consultant Fee. The amount is in the project's cost currency. This amount is calculated from the fee entries on the Project Review form of the Projects hub.
Request Date	This column displays the date entered into the Request Date for the contract.
Responsibility	This column displays the level of responsibility that your enterprise has for the project, such as Prime, Joint Venture, or Consultant.
Revenue Description	This column displays the description of the revenue source (for example, JTD Billings, JTD Billings + WIP @, or (Pct Comp*Fee) + JTD Reimb Exp).
Revenue Type	This column displays the revenue type. The revenue type is a code to identify how Vantagepoint calculates revenue for the task, phase, or project. There are six standard revenue types: B: Job-to-date billing M: (Job-to-date direct labor * Multiplier) + Job-to-date reimbursable expenses @ cost rates N: No revenue generation P: Percent complete + Job-to-date reimbursable expenses @ cost rates R: Job-to-date receipts W: Job-to-date billing + Work-in-progress @ billing rates
Row Count	This column displays the total number of detail lines for each group, based on the sorting and grouping selections on the Sorting/Grouping tab. If the report groups data at more than one level, this column displays row counts for all grouping levels.
SF Last Update	This columns displays the most recent date that the project data was updated based on Salesforce data.
SF Record	This column displays the SF record identifier and this column is available if Salesforce integration is enabled in Utilities > Integrations > Salesforce.
Solicitation #	This column displays the RFP number for the project as transferred from GovWin IQ.
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.
Start Date	This column displays the start date for each task.
Status	This column displays the status of the project: Active, Inactive, or Dormant.
Step	This column displays the step for the project stage. Possible values are Won, Lost, In Pursuit, and Do Not Pursue.
Supervisor Name	This column displays the name of the supervisor for the project.
Task	This column displays the task number.
Total Compensation	This column displays the total compensation for the task, phase, or project, calculated as follows: Compensation + Fee Direct Consultant + Reimbursable Allowance
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").
Weighted Fee	This column displays the Estimated Fee for the project 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.