Contract Management Columns Tab

Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.

Contents

Field	Description
Project	This column displays the project number.
Charge Type	This column displays one of the following charge types for the project: R — Regular: Regular projects are revenue-producing. Costs charged to regular projects include direct labor, direct expense, and reimbursable expense. Vision retains the detail for a regular project for the life of the project. H — Overhead: Overhead projects are not revenue-producing. Costs charged to overhead projects include indirect labor and indirect expense. Vision 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. Vision resets job-to-date costs to zero for overhead projects when you initialize for a new fiscal year. P — Promotional: 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, Vision does not zero out job-to-date costs at the start of each fiscal year for promotional projects.
Principal-in-Charge Name	This column displays the name of the principal-in-charge for the project, phase, or task.
Project Manager Name	This column displays the name of the project manager for the project, phase, or task.
Supervisor Name	This column displays the name of the supervisor for the project, phase, or task.
Available to CRM users	This column contains Y or N (Yes or No) to indicate whether or not the project record is available for review by Vision Customer Relationship Management (CRM) users.
Available to Accounting users	This column contains Y or N (Yes or No) to indicate whether or not the project record is available for review by Vision Accounting users.
Approved for use in Processing	By default, a project record is approved for use in processing when a Vision Accounting user adds a new project record. It is disabled for all other users.
Project Address	These columns display the lines of the project mailing address.
Project Phone	This column displays the telephone number for the project location.
Project Fax	This column displays the fax number for the project location.
Client Name	This column displays the name of the client firm for which you are performing the work.
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> — Default address from the Client Info Center Corporate HQ — Address of the client's headquarters London — Address for the client's office in London, UK
Organization Name	This column displays the name of the organization with which the project, phase, or task is associated.
Project Currency Code	This column displays the three-character code for the project currency.
Billing Currency Code	This column displays the three-character code for the billing currency.
Functional Currency Code	This column displays the three-character code for the functional currency.
Promotional Project	If the project is based on a promotional project, this column displays the project number for the promotional project.
Compensation	This column displays the monetary amount you expect to receive.
Reimbursable Allowance	This column displays the expected amount of billed reimbursable expenses.
Consultant Fee	This column displays the expected amount of reimbursable consultant fees. This amount includes any markups on consultant professional services.
Status	This column displays the status of the project: Active, Inactive, or Dormant.
Revenue Type	This column displays the revenue type. The revenue type is a code to identify how Vision calculates revenue for the task, phase, or project. Vision provides 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
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).
Start Date	This column displays the start date of the project, phase, or task.
Project City	This column displays the project's city.
Project State	This column displays the project's state.
Project Zip Code	This column displays the project's ZIP code.
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.
Overall Pct. Comp.	This column displays the weighted average percent complete. Vision calculates this percentage as follows: (All percents complete * Their respective budgets) / Total project budget
Labor Pct. Comp.	This column displays the estimated percent complete for labor.
Long Name	This column displays the project's long name. If the Long Name field is left blank in the Project Info Center, then this column displays the project's short name.
Federal Project	This column displays Y (Yes) or N (No) to indicate whether or not the project is for the federal government.
Project Type	This column displays the type of project (for example, Educational, Commercial, Medical, or Federal).
Responsibility	This column displays the level of responsibility your firm has for the project (for example, Prime, Joint Venture, or Consultant).
Referable	This column displays Y (Yes) or N (No) to indicate whether or not the project can be used as a reference when you pursue other contracts.
Estimated Completion	This column displays the date on which the project is or was scheduled to be completed.
Actual Completion	For completed projects, this column displays the actual completion date.
Contract Date	This column displays the date on which your firm was awarded the contract.
Contract Number	This column displays the transaction's contract number.
Construction Completion Date	This column displays the date on which your firm completed all work.
Professional Services Completion Date	This column displays the date on which your firm completed all professional services.
Bid Date	This column displays the date on which your firm first bid on 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.
Total Project Cost	This column displays the total cost of the project. This field is also used in Item 8e of the SF255 form: "total construction cost of completed projected (or, where no construction was involved, the approximate cost of your work)."
Total Project Cost Comment	This column displays the comments entered for the total project cost (for example, "Fee only" or "Phase I").
Opportunity	If the project was created from an opportunity, this column displays the opportunity number.
Project Plan	If you use Vision Planning and the project is linked to a plan, this column displays the plan identifier.
Client Confidential	This column displays Y (Yes) or N (No) to indicate 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, Vision substitutes an alias for the client name.
Confidential Alias	This column displays the alternate name that Vision uses in proposals in place of the actual client name when the client requests that you keep the firm's name confidential.
Billing Client	This column displays the name of the client to be billed.
Billing Contact	This column displays the billing contact for the client.
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.
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> — Default address from the Client Info Center Corporate HQ — Address of the client's headquarters London — Address for the client's office in London, UK If you want the report to display client billing addresses, select the Billing Address column.
Create User	This column displays the user ID of the person who created the project record in the Project Info Center.
Create Date	This column displays the date on which the project record was created.
Contact Name	This column displays the name of the contact.
Client Email	This column displays the client's email address.
Client Fax	This column displays the client's fax number.
Client Phone	This column displays the client's phone number.
Contact Email	This column displays the contact's email address.
Contact Fax	This column displays the contact's fax number.
Contact Phone	This column displays the contact's phone number.
Name	This column displays the WBS1, WBS2 or WBS3 short name.
Phase	This column displays the task number.
Task	This column displays the task number.
Modify User	This column displays the user ID of the person who most recently modified the project record.
Modify Date	This column displays the date on which the project record was most recently modified.
Memo	This column displays the notes entered in the Memo field on the General tab of the Project Info Center.
Owner Number	This column displays the client number of the client designated as the owner of the project.
Owner Name	This column displays the name the client designated as the owner of the project.
Owner Address	This column displays the address description of the client designated as the owner of the project.
Owner Concatenated Address	This column displays the street address, city, state, and ZIP code of the client designated as 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.
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.
Request Date	This column displays the date entered into the Request Date for the contract.
Approved Date	This column displays the date entered into the Approved Date for the contract.
Period	This column displays the accounting period entered into the Period for the contract.
Contract Type	This column displays the contract type for the selected contracts.
Contract Compensation	This column displays the compensation amount related to the contract.
Contract Consultant Fee	This column displays the consultant fees amount related to the contract.
Contract Reimbursable Allowance	This column displays the reimbursable allowance amount related to the contract.
Contract Total	This column displays the sum of Contract Compensation, Contract Consultant Fee, and Contract Reimbursable Allowance amounts for a contract number.