Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Columns for CRM Project Summary Report

You can select the columns to display on your report.

Contents

Field Description
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.
Location This column displays the location where the activity occurred or will occur.
Organization If your enterprise uses organizations, this column displays the code of the organization that is responsible for the project.
Primary Client This column displays the name of the primary client associated with the project.
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
Type This column displays the type of the record.
Responsibility This column displays the level of responsibility that your enterprise has for the project, such as Prime, Joint Venture, or Consultant.
Status This column displays the current status of the project: Active, Inactive, or Dormant.
Referable This Yes/No column indicates whether or not the project can be used as a reference when talking with potential clients.
Federal Project This Yes/No column indicates whether or not the project is for the federal government.
Estimated Fee This column displays the estimated revenue you expect to earn from the project.
Probability This column displays the probability that your company will win the project.
Weighted Fee This column displays the Estimated Fee for the project and weighted based on the probability: Estimated fee x Probability percentage.
Stage This field indicates the current stage for the project.
Linked Project This column displays the project number of the linked project. For example, the promotional project associated to a regular project.
Principal This column displays the name of the principal for the project.
Project Manager This column displays the name of the employee who is the project manager for the project.
Supervisor This column displays the name of the supervisor for the project.
Biller This column displays the name of the biller for the project.
Business Development Lead This column displays the name of the employee that is designated as the business development lead.
Marketing Coordinator This column displays the name of the employee designated as the Marketing Coordinator for the project.
Proposal Manager This column displays the name of the employee designated as the proposal manager for the project.