Project Codes
Vision comes installed with a predefined set of project codes that identify the types of work your firm may perform on a given opportunity or project. Project codes allow you to categorize the types of work you do and then assign fees to each work segment.
Typical project codes might be Construction Management, Graphic Design, or Surveying.
You can use project codes in the Project Info Center and the Opportunity Info Center, as well as in Blocks 10 and 11 of 254 Proposals. If you use the SF330 Proposals application, each project code is associated with an SF330 code.
In addition to the project codes that are installed with Vision, you can enter your own project codes as needed. To view or configure your company's project code table, select from the Vision Navigation menu, then select Project Codes from the Code Tables grid.