Use the Background tab to enter a
project's background or history information, including
project codes, descriptions, and awards received.
Contents
This tab is available if you use Vision CRM.
Project Codes Grid
Use the
Project Codes grid to enter the
project codes associated with a
project.
Project codes allow you to break down the type of work you expect to do and enter estimated fees for the work. You associate a
project code with a
project when you add the
project code to the
Project Codes grid on the Background tab. You set up
project codes via the
Project Codes Code table in Code Table Configuration.
| Field | Description |
|---|
|
Project Codes Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Insert
|
Click this option to display the
Project Codes Lookup, which contains a list of all the
project codes in your database.
|
 Delete
|
Click this option to delete a
project code from the rid.
|
|
Project Code
|
When you use the
Project Codes lookup to select a
project code, the code displays in this field. You define
project code options in Code Table Configuration.
|
| SF330 Code
|
If there is an SF330 code associated with the
project code that you select, the SF330 code displays in this field. You associate SF330 codes with
project codes via the
Project Codes Code Table in Code Table Configuration.
|
| Description
|
The description for the
project code displays in this field. You define
project code description options in Code Table Configuration.
|
| Fee
|
Enter a monetary amount with no decimals or currency symbols that represents the total fee for the work associated with the selected
project code.
|
| Seq.
|
Use this column to set the sort sequence for the data in the grid. When you enter data in this field,
Vision sorts the grid by both sequence and description. (If no sequence is set,
Vision sorts by description.) Sorting occurs when you retrieve data, refresh data, or select a grid column header.
|
Descriptions Grid
Use the Descriptions grid to add or delete description information for a
project. You can enter and save descriptions of the work performed on a
project, and then use the descriptions when you create
proposals for similar
projects.
| Field | Description |
|---|
| Descriptions Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Insert
|
Click this option to display the Description Categories lookup.
|
| Delete
|
Click this option to delete a description from the Descriptions grid.
|
| Category
|
When you use the Description Categories lookup to select the description that you want to add to the grid,
Vision inserts the category description name in this field. After you add a description to the grid, click
Edit to use the
Vision Text Editor to modify the description.
You define category options in Code Table Configuration.
|
| Description
|
Enter a description to help you identify the category. Click
Edit to use the
Vision Text Editor to enter a description.
|
| Default
|
Select this check box to make a description category the default when building custom proposals. Only one description category can be selected as the default.
|
Awards Grid
Use the Awards grid on the Background tab to add or delete award information for a
project. You can record any recognition your company receives from industry or other organizations for work performed on a
project. You can then use this information when you create proposals for similar
projects.
| Field | Description |
|---|
| Awards Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Insert
|
Click this option to add an award to the Awards grid.
|
 Copy
|
Click this option to copy an award from one row on an Awards grid to a new row on the grid.
|
| Delete
|
Click this option to delete an award from the Awards grid.
|
| Description
|
Enter a description of the award.
|
| Institution
|
Enter the name of the institution that granted the award.
|
| Award Date
|
Enter the date on which the award was given to your company.
You can enter a date directly in this field or click
Calendar and select a date.
|