Essential Fields in Vantagepoint

Essential fields are certain fields in hubs and Chart of Account Settings that are necessary for Vantagepoint applications to work properly.

Examples of Essential Fields

Examples of an essential field are Employee Name and Employee Number. You would not be able to identify employee records properly or complete processing in various applications such as Payroll or Expense Reports without access to these fields.

An example of a non-essential field is Total Years with This Firm in the Employees hub. This field is informational and other data entry and processing are not dependent on it.

List of Essential Fields in Vantagepoint

The following are the hub and Chart of Account settings fields that the essential fields that are required for all in Vantagepoint applications to function properly.

Hub	Field Name
Activities	Essential Fields for All Roles Name Owner Type When (Day, Date)
Contacts	Essential Fields for All Roles Email Firm Firm City Firm State Mobile Number Name Owner Qualified Status (if applicable) Status Title Work Number Essential Fields for Only Roles that Have Access to Contacts Custom Currency Code Mailing Address indicator Status Reason (if Lead Qualification is enabled and Qualified Status is set to Disqualified)
Employees	Essential Fields for All Roles Approved for Use in Processing Email Address Employee Name Employee Number Hours Per Day Home Company Labor Category Location Mobile Number Status Title Utilization Ratio Work Number Essential Fields for Only Roles that Have Access to Employees ADP, Ceridian, or Paychex File Number Allow Employee to Change Labor Code in Timesheet Firm check box on the Overview tab Cost RateTable Method Default Labor Code Levels (1–5) if applicable Default Meal End Time Default Meal Start Time Expense Administration Level Expense Group Email Payroll Remittance First Name Hire Date Only Include Local Jurisdictions Last Name Locale ID Locale Method Organization Pay Rate Table Method Require Employee to Enter Start and End Times Termination Date Timesheet Administration Level Timesheet Group Total Years With This Firm Payment Method on the Accounting tab Years With Other Firms
Firms	Essential Fields for All Roles Address Address 1 Address 2 Address 3 Address 4 Approved for Use in Processing in <organization level 1> if you use Organization Reporting City Client Address Client ID Country Email Firm Firm City Firm Name Firm State Firm Type Market Mobile Number Name Owner Primary City Primary Phone Number Primary State Qualified Status (if applicable) State Status Title Vendor Number Vendor Type Work Number ZIP Essential Fields for Only Roles that Have Access to Firms Country Code in the Address grid on the Overview tab Custom Currency Code Firm Type check box in the Firm Type dialog box Paid Last Year (1099 Information for vendor-type firms) Paid This Year (1099 Information for vendor-type firms) Payment Terms (for vendor-type firms) Primary check box in the Addresses grid on the Overview tab Relationship in the Our Team grid on the Our Team tab Role (for a project in the Projects grid on the Associations tab) Role Description (for a project in the Projects grid on the Associations tab) State in the Address grid on the Overview tab Vendor Type check box in the Firm Type dialog box Vendor Type (for vendor-type firms)
Marketing Campaigns	Essential Fields for All Roles Campaign Manager End Date Name Stage Start Date Status Essential Fields for Only Roles that Have Access to Marketing Campaigns Custom Currency Code
Projects	Essential Fields for All Roles Sync to Ajera Allocation Method Approved for Use in Processing Available for CRM Available for Accounting Bill by Default Billing Client ID Billing Contact ID Billing Currency Code Budget Source Budgeted flag Charge Type Client Address Client Billing Address Client ID Contact ID Cost Rate Method Cross Charge Cross Charge Method Estimated Fee Intercompany Expense Billing: Apply Rate Method at this Level field Intercompany Expense Billing: Rate Method field Intercompany Labor Billing: Apply Rate Method at this Level field Intercompany Labor Billing: Rate Method field Organization Pay Rate Method Primary Client Probability Project Currency Code Project Name Project Number Project Manager Revenue Method Revenue Upset Limits Revenue Upset WBS2 Sublevel Sibling WBS Level 1 Sibling WBS Level 1 Name Stage Status Utilization Scheduled Flag Weighted Fee Essential Fields for Only Roles that Have Access to Projects Contact identified as the Owner Contact in the Team Members grid on the Team tab Employee in the Team Members grid on the Team tab Employee or Contact Name in the Team Members grid on the Team tab Firm Name in the Firms grid on the Team tab Labor Code 1–5 fields if applicable Pending Accounting Review setting in the Project Structure dialog box Primary Client Name (bolded) in the Firms grid on the Team tab Role in the Firms grid on the Team tab Role in the Team Members grid on the Team tab Type (Client or Vendor) in the Firms grid on Team tab Type (Employee or Contact) in Team Members grid on Team tab
User-Defined Hub	Essential Fields for All Roles Record Name Record Number Essential Fields for Only Roles that Have Access to User-Defined Hubs Custom Currency Code

Chart of Accounts	Field Name
Settings General Ledger Chart of Accounts	Essential Fields for All Roles Name Number Status Type Essential Fields for Only Roles that Have Access to Chart of Accounts None.