Code Table Descriptions

Use Code Tables to set up the items for users to choose from the drop-down lists in some fields in the Info Center.

This allows users to enter a standard, pre-defined value in many fields in the Info Center. Many of these values can also be used to search for specific types or groups of records when you use lookups.

Before you enter code table values, review the code table descriptions. Each description includes a brief explanation of the code table and information about possible values. When you set up your code tables, some tables require that you enter both a code and a description. Other tables require that you enter only a description. Use codes to enter short alphanumeric identifiers. Use descriptions to enter more detailed information. In most cases, users see only the code table descriptions.

Some code tables have values that are defined by the system, which you cannot delete.

If you use multiple languages with Vision, the standard code tables display in the selected language. If you insert your own codes, you must translate the code and manually enter it in the Code Table Maintenance form. If you do not translate the custom code, Vision displays Text Not Translated as the description for this code.

Field	Description
Account Group Table	Use this table to enter a list of valid account group table codes.
Account ID Type	Use this table to enter a selection, such as Account Number, ACH, or CHIPS UID, for the Account ID Type in the Vendor Info Center. The contents of this drop-down list display in the Account ID Type field on the Accounting tab of the Vendor Info Center.
Activity Subject	Use this table to enter descriptions that employees can select as an activity's subject when they schedule activities in Vision. The activity subject should indicate the purpose of the activity, such as Initial Consultation, Planning Meeting, or Follow-up Visit. For each activity subject that you enter, you specify whether or not it can be used for an activity whose activity type is Milestone. Only the activity subjects that are specified to be used with the Milestone activity type will display in the Subject drop-down list when you select Milestone as the activity type for an activity. The activity subjects that you add to this table display in the drop-down list in the Subject field on the Detail tab of the Activity dialog box.
Activity Type	Use this table to define activity types that employees can select to classify activities that they schedule in Vision and Connect for Microsoft Outlook. The activity type indicates the nature of the activity, such as meeting or teleconference. System-provided activity types also appear in the Activity Type code table, which you cannot change or delete: Milestone When you selected Milestone in the Type field for an activity, the drop-down list in the activity Subject field contains only the subjects that have been designated for use with the Milestone activity type (in the Activity Subject code table in Configuration > General > Code Tables). Touchpoint This activity type is reserved for future use. The activity types that are entered in this table display in the drop-down list in the Type field on the Detail tab of the Activity dialog box where you enter an activity in Vision. In the Display field on the Activity Type dialog box in Code Table Configuration, you select where the type of activity displays in Vision and Connect for Microsoft Outlook after you create the activity. The display setting does not affect where you can create the different types of activities. You can create any type of activity anywhere that you can create activities in Vision. In Connect for Microsoft Outlook, there are different forms for entering calendar, task, and generic activities, so you must create activities from the correct location, so that the appropriate entry form appears. The options in the Display field on the Activity Type dialog box in Code Table Configuration are: Option Selected in the Display Field Where the Activity Displays in Vision Where the Activity Displays in Connect for Microsoft Outlook Calendar Calendar Activity Manager Activities grid on associated Vision records in the Contact, Client, Opportunity, and Vendor Info Centers Calendar Activities folder Activities grid on associated Vision contact, client, opportunity, and vendor records Task Calendar, when a user selects the option to view tasks Activity Manager Activities grid on associated Vision records in the Contact, Client, Opportunity, and Vendor Info Centers Task folder Activities folder Activities grid on associated Vision contact, client, opportunity, and vendor records Activity Manager Only Activity Manager Activities grid on associated Vision records in the Contact, Client, Opportunity, and Vendor Info Centers Activities folder Activities grid on associated Vision contact, client, opportunity, and vendor records Activity types with an Activity Manager Only display setting are non-calendar and non-task activities that are considered to be generic activities. Examples are email messages and mailings.
Bank ID Type	Use this table to enter a selection for the Bank ID Type in the Vendor Info Center. The contents of this drop-down list display in the Bank ID Type field on the Accounting tab of the Vendor Info Center.
Billing Rate Table	Use this table to enter a list of valid billing rate table codes.
Client Relationship	Use this table to define the relationships your company may have with new and existing clients. The contents of this table display in the drop-down list in the Relationship field on the General tab of the Client Info Center.
Client Role	Use this table to define the roles that your clients may have on new and existing opportunities and/or projects, such as Client, Developer, or Owner. The contents of this table display in the drop-down list in the Role field on the following tabs: Opportunities tab of the Client Info Center Projects tab of the Client Info Center Clients/Contacts tab of the Opportunity Info Center (Clients Grid) Clients/Contacts tab of the Project Info Center (Clients Grid) The sysOwner code automatically defaults to the Primary Client in the associated record. You may modify the Description of this code, but you cannot remove this code. There can only be one Primary Client assigned to a role. Contact your system administrator for information about adding values to this list.
Client to Client Relationship	Use this table to define the relationships that may exist between any of your new or existing clients. For example: Competitor, Parent, Subsidiary. The contents of this table display in the drop-down list in the Relationship field on the following: Associate a Client dialog box Associations tab of the Client Info Center (Associations Grid)
Client Type	Use this table to define values (such as market segments or industry types) that you can use to classify or group your clients. The contents of this table display in the drop-down list in the Type field on the General tab of the Client Info Center.
Contact Role	Use this table to define the roles that your contacts may have on new and existing opportunities and/or projects at your firm. The contents of this table display in the drop-down list in the Role field on the following forms: Opportunities tab of the Contact Info Center Projects tab of the Contact Info Center Clients/Contacts tab of the Opportunity Info Center (Contacts Grid) Clients/Contacts tab of the Project Info Center (Contacts Grid)
Contact Source	Use this table to define your contact sources, such as Client Reference or Management Association. The contents of this table display in the drop-down list in the Source field on the General tab of the Contact Info Center. This field is mapped to the Source field on the General tab of the Lead Info Center.
Contact Title	Use this table to enter the professional titles used by your contacts. The contents of this table display in the drop-down list in the Title field on the General tab of the Contact Info Center.
Contact to Contact Relationship	Use this table to define the relationships that exist between any of your contacts, such as Former Coworker, Fellow Board Member, or friend. The contents of this table display in the drop-down list in the Relationship field on the following: Associate a Contact dialog box Associations tab of the Contact Info Center (Associations Grid)
Contract Status	Use this table to define the status of the contract, such as Pending or Sent for Signature. The contents of this table display in the drop-down list in the Status field on the Contract Management tab of the Project Info Center.
Contract Type (CFGContractType)	Use this table to define contract types for projects. The types that you enter here display in the drop-down list in the Type field on the Contract Management tab of the Project Info Center.
Country	Use this table to enter the names of all countries for which you may have to enter a client, contact, employee, or vendor address; and/or an opportunity or project location. You also use this table to determine how Addresses are formatted on reports for a selected record (Format 1, Format 2, or Format 3). The contents of this table display in the drop-down list in the Country field on the following: General tab of the Client Info Center General tab of the Contact Info Center General tab of the Vendor Info Center Location tab of the Opportunity Info Center Location tab of the Project Info Center Personal tab of the Employee Info Center User Options dialog box
County	Use this table to enter the names of all counties for which you may have to enter a project location. The contents of this table display in the drop-down list in the County field on the Location tab of the Project Info Center.
Degree - Employee Education	Use this table to enter college degree information for use in Employee Info Center records. The contents of this table display in the drop-down list in the Degree field on the Experience tab of the Employee Info Center (Education Grid).
Diary Type	Use this table to set up different diary types. Diary types are used to set up diaries for different types of transactions, such as separate diaries for purchase transactions or sales transactions. Diary numbers are automatically assigned to transactions so that you can report on general ledger entries based on the sequentially numbered transactions that are based on diary numbers. When you click the Diary Type code on the Code Table Maintenance form and open the Diary Type dialog box, you enter a description and a code (up to 10 characters) for each diary type that you create. If you have multiple companies in Vision, a diary type code must be a unique across all your companies. If you have multiple companies, the first row of the grid on the Diary Type dialog box prefills with Intercompany Diary in the Description column and IC in the Code column. You cannot delete this row. When you have multiple companies, you must set up a diary on the Transaction Auto Numbering tab in Configuration > Accounting > System Settings using the Deltek-provided IC (Intercompany Diary) diary type to capture intercompany transactions. You cannot use IC in the Diary Type field code if you do not have multiple companies in Vision. On the Diary Type dialog box, you can only delete the diary types that have not been used in configuration on the Transaction Auto Numbering tab in Configuration > Accounting > System Settings.
Description Category - Projects	Use this table to set up categories that you can attach to descriptions of your company's work on various projects. Categories can help you classify project descriptions so that you can more easily locate specific types of project information. The contents of this table display in a Lookup when you add a project description to the Descriptions grid on the Background tab of the Project Info Center.
Employee License	Use this table to enter professional license information for use in Employee Info Center records. The contents of this table display in the drop-down list in the License field on the Experience tab of the Employee Info Center (Licenses Grid).
Employee Relationship	Use this table to define the relationships between your employees and clients and/or contacts. The contents of this table display in the drop-down list in the Relationship field on the following: Associations tab of the Employee Info Center (Clients Grid and Contacts Grid) Associations tab of the Client Info Center (Employees Grid) Associations tab of the Contact Info Center (Employees Grid)
Employee Role	Use this table to define the roles that your employees may have on new and existing opportunities and/or projects at your firm. Use the Default field if you want to set a particular role as the default employee role when projects and employees or opportunities and employees are associated with each other. You can select only one default role. The contents of this table display in the drop-down list in the Role field on the following: Team tab of the Opportunity Info Center (Employees Grid) Team tab of the Project Info Center (Employees Grid) CRM Info tab of the Employee Info Center (Opportunities Grid) Projects tab of the Employee Info Center (Projects Grid)
Employee Skill/Discipline	Use this table to enter specific types of employee skills or areas of expertise (disciplines) for use in Employee Info Center records, as well as SF254, SF255, and SF330 records. For example, you could enter Administrative, Technician/Analyst, and Communications Engineer. Employee Skill/Discipline information is used along with information entered in the Employee Skill/Discipline Level code table. The contents of this table display in the drop-down list in the Skill field on the Experience tab of the Employee Info Center (Skills Grid).
Employee Skill/Discipline Level	Use this table to enter employee experience levels for use in Employee Info Center records. Employee Skill/Discipline Level information is used along with information entered in the Employee Skill/Discipline code table. The contents of this table display in the drop-down list in the Level field on the Experience tab of the Employee Info Center (Skills Grid).
Employee Title	Use this table to enter the professional titles used by your employees. Typically, these titles indicate your employees' roles/positions within your firm. For example, you can enter Administrative Assistant, Account Manager, and Principal. The contents of this table display in the drop-down list in the Title field on the General tab of the Employee Info Center.
Information Category - Contacts	Use this table to enter activity categories that you can use to manage various types of contact solicitations. The contents of this table display in the drop-down list in the Category field on the Activities tab of the Contact Info Center (Categories Grid).
Invoice Template Table	Use this table to enter a list of valid invoice template table codes.
Lead Rating	Use this table to specify rating values that reflect your leads' level of interest in doing business with your company. The contents of this table display in the drop-down list in the Rating field on the General tab of the Lead Info Center.
Lead Source	Use this table to enter all the sources your company may use to generate leads. Your sources may include specific conferences, trade shows, or the names of referring clients. The contents of this table display in the drop-down list in the Source field on the General tab of the Lead Info Center.
Lead Status	Use this table to define status options that you can use to classify a lead's current relationship with your company. The contents of this table display in the drop-down list in the Status field on the General tab of the Lead Info Center.
Lead Status Reason	Use this table to define reasons/explanations for the status of a lead's current relationship with your company, such as Converted to Contact. The contents of this table display in the drop-down list in the Status Reason field on the General tab of the Lead Info Center.
Lead Types	Use this table to enter the industry types or market segments to which you target your marketing efforts. This information can be used to group leads into distinct categories. The contents of this table display in the drop-down list in the Type field on the General tab of the Lead Info Center. When leads are converted into clients, the Type field in Lead Info Center is mapped to the Type field in the Client Info Center only if a Lead Type value exists in the Client Type code table.
Marketing Campaign Action	Use this table to enter the various activities your company might engage in during a typical marketing campaign, such as Campaign Kickoff, Develop Materials, or Follow-up Calls. The contents of this table display in the drop-down list in the First Action, Current Action, and Next Action fields on the General tab of the Marketing Campaign Info Center.
Marketing Campaign Audience	Use this table to enter the various audience types or market segments to whom your firm might direct a typical marketing campaign. The contents of this table display in the drop-down list in the Target Audience field on the General tab of the Marketing Campaign Info Center.
Marketing Campaign Objective	Use this table to enter the various goals that your firm tries to achieve through a typical marketing campaign, such as Lead Generation. The contents of this table display in the drop-down list in the Objective field on the General tab of the Marketing Campaign Info Center.
Marketing Campaign Status	Use this table to enter options that you can use to specify the current status/stage of your marketing campaigns such as Active, Completed, or Planning. The contents of this table display in the drop-down list in the Status field on the General tab of the Marketing Campaign Info Center.
Marketing Campaign Type	Use this table to enter the various types of marketing campaigns that your firm might undertake, such as Direct Mail, Newsletter, or Seminar. The contents of this table display in the drop-down list in the Type field on the General tab of the Marketing Campaign Info Center.
NAICS	This table contains the North American Industry Classification System (NAICS) codes that are provided by the government to identify the industry in which a company operates. The codes provide a means for classifying businesses for data collection, analysis, and publication of data that is related to the U.S. business economy. You can insert or delete NAICS codes as needed. These NAICS codes display in the drop-down list in the NAICS field on the General tab of the Opportunity Info Center.
Opportunity Contract Type	This code table does not apply to Vision.
Opportunity Probability	Use this table to enter percentages that indicate the likelihood that an opportunity will become a project. For example: 60 means that the probability that the opportunity will become a project is 60%. The contents of this table display in the drop-down list in the Probability field on the General tab of the Opportunity Info Center.
Opportunity Source	Use this table to enter all the sources your firm may use to identify opportunities; for example: Client Contact, Marketing Campaign, Trade Show. The contents of this table display in the drop-down list in the Source field on the General tab of the Opportunity Info Center.
Opportunity Stage	Use this table to enter options to specify the pipeline stages that you want available to assign to your opportunities, such as Pending, Proposal, and Awarded. The contents of this table display in the drop-down list in the Stage field on the General tab of the Opportunity Info Center. Select the Closed Stage check box for a stage if opportunities assigned to that stage are no longer actively pursued (for example, if you were awarded the contract or if you lost the contract to a competitor). The Closed Stage option is not used in the Vision smart client. It is only used in the Business Development workspace in Navigator.
Opportunity Type	Use this table to define values (such as market segments or industry types) that you can use to classify or group your opportunities; for example: Educational, Municipal, Medical. The contents of this table display in the drop-down list in the Type field on the General tab of the Opportunity Info Center.
Our Role	Use this table to define the values to classify your firm's role with an opportunity, such as Prime or Joint Venture. You enter a code and a description for a role. The roles that you add to this table display in the drop-down list in the Our Role field on the General tab of the Opportunity Info Center.
Phone Format	To ensure consistency in records and reports, the system administrator can establish a default format for phone number fields in each country. The Phone Format feature controls the default settings applied to new records created after the feature is enabled, and whether the <None> format displays in the list of available formats. When you click the ellipsis (...) on a phone number field, Vision displays the Phone Format Selection dialog box, listing the default country, description, and format for phone numbers. You can override this format by selecting a different format for the current record's phone number fields. You can also change the phone format any time, for any phone number field inVision. Use this table to set up phone formats for each country. For example: United States Standard Format (###) ###-#### Germany 4 Digit Prefix +49 ####.###.### United Kingdom Cell Phone +44 7### ### ### In the Country field, select the country. This drop-down menu contains a list of all the values in the Country code table. In the Description field, enter a description of the format, such as Cell Phone or Standard Format. This field is required. In the Format field, enter the format for the phone. The # character indicates that a number is required in that position. You can also enter text, such as +1. For countries without standardized phone number formats, you can add multiple phone formats.
Prefix	Use this table to enter prefixes to be used with contact, lead, and employee names. The contents of this table display in the drop-down list in the Prefix field on the following: General tab of the Contact Info Center General tab of the Lead Info Center General tab of the Employee Info Center
Project Codes	Use this table to enter project codes that identify the different types of work, such as Electrical and Plumbing, that you expect to perform on any given opportunity and/or project. Project codes allow you to categorize the types of work you expect to do, and then enter estimated fees for each work segment. The contents of this table display on a lookup when you add a project code to the Project Codes grid on the following: Background tab of the Project Info Center Project Codes tab of the Opportunity Info Center
Project Responsibility	Use this table to define the levels of responsibility your company may assume when working on a project, such as Prime, Joint Venture. Consultant. The contents of this table display in the drop-down list in the Responsibility field on the General tab of the Project Info Center.
Project Type (CFGProjectType)	Use this table to define values (such as market segments or industry types) that you can use to classify or group your projects. The types that you enter here display in the drop-down list in the Project Type field on the General tab of the Project Info Center.
Proposal Source	Use this table to enter all the sources your firm may use to identify proposal opportunities, such as Client Contact, Marketing Campaign, and Trade Show. The contents of this table display in the drop-down list in the Source field on the Proposals dialog box.
Proposal Status	Use this table to enter options that you can use to specify the current stage of your proposals, such as Pending, Short Listed, and Won. The contents of this table display in the drop-down list in the Status field on the Proposals dialog box.
Proposal Type	Use this table to enter the various types of proposals that your firm may produce, such as Cost Proposal or Technical Proposal. The contents of this table display in the drop-down list in the Type field on the Proposals dialog box.
Resume Category	Use this table to define resume categories that you can use to classify employee resume data. Use resume categories to make it easier to find the employee information that is most relevant to the proposals that you are producing. For example, you can enter Experience - Medical or Background - Engineering. The contents of this table display on a Lookup when you add resume data to the Resumes grid on the Resumes tab of the Employee Info Center.
States/Provinces	Use this table to enter the names of all states or provinces for which you may have to enter a client, contact, employee, or vendor address; and/or an opportunity or project location. To manage States/Provinces, first select the appropriate Country from the Country drop-down. The contents of this table display in the drop-down list in the States/Provinces field on the following: General tab of the Client Info Center General tab of the Contact Info Center General tab of the Vendor Info Center Location tab of the Opportunity Info Center Location tab of the Project Info Center Personal tab of the Employee Info Center
Suffix	Use this table to enter suffixes to be used with contact, lead, and employee names. The contents of this table display in the drop-down list in the Suffix field on the following: General tab of the Contact Info Center General tab of the Lead Info Center General tab of the Employee Info Center
Unit Table Codes	Use this table to enter a list of valid unit table codes.
Unit Type Codes	Use this table to enter unit types that display in the drop-down list in the Unit Type field on the Units Info Center form and the Units dialog box in the Units Info Center. Select from three unit types: Equipment, Expenses, and Labor. You can delete any unit type from the Unit Type Codes table if you do not want to use it. However, after a unit type has been assigned to a Units table, you cannot delete it in Code Tables Configuration. Unit type does not affect processing. It is informational and helps you easily distinguish labor unit types from equipment or expense units for reporting purposes. The Unit Detail Report (Reporting > Units) displays units of each unit type with detail and totals over a selected time frame.
Vendor Primary Specialty	Use this table to enter the types of specialized work that your vendors perform, such as Security Systems Design. The contents of this table display in the drop-down list in the Specialty field on the General tab of the Vendor Info Center.
Vendor Role	Use this table to define the roles that your vendors may have on new and existing opportunities and/or projects at your firm, such as Architect, Interior Designer, and Electrical Engineer. The contents of this table display in the drop-down list in the Role field on the following: Team tab of the Opportunity Info Center (Vendors Grid) Team tab of the Project Info Center (Vendors Grid) Opportunities tab of the Vendor Info Center (Opportunities Grid) Projects tab of the Vendor Info Center (Projects Grid)