Opportunities Table Formats (Opportunity)
Follow Vision specifications for preparing a file containing opportunity data.
Field Name | Data Type | Length | Notes |
---|---|---|---|
OpportunityID | varchar | 32 | Internal reference number for the opportunity record; system-generated key; primary key |
Opportunity | varchar | 20 | Opportunity number |
Name | varchar | 255 | Opportunity name |
Address1 | varchar | 50 | First line of the opportunity address |
Address2 | varchar | 50 | Second line of the opportunity address |
Address3 | varchar | 50 | Third line of the opportunity address |
City | varchar | 30 | Opportunity's city |
State | varchar | 10 | Opportunity's state.
The state must exist in CFGStates. If you import both state and country, that combination must already be a valid combination in Vision. If you import a state but not a country, the state must be a valid state for the United States. |
ZIP | varchar | 10 | Opportunity's ZIP code |
Country | varchar | 40 | Opportunity's country |
OpportunityType | varchar | 10 | Opportunity type; null or must exist in CFGOpportunityType (Code/Description) |
Stage | varchar | 10 | Opportunity's stage of development; null or must exist in CFGOpportunityStage (Code/Description) |
Description | text | 16 | User-entered text describing the opportunity |
EstStartDate | datetime | 8 | Opportunity's estimated start date |
EstCompletionDate | datetime | 8 | Opportunity's estimated completion date |
EstFees | decimal | 9 | Reserved for future use |
EstConstructionCost | decimal | 9 | Reserved for future use |
Revenue | decimal | 9 | Revenue which the opportunity will generate |
Probability | smallint | 2 | Probability that the opportunity will become a project |
WeightedRevenue | smallint | 2 | Product of Revenue and WeightedRevenue; automatically calculated |
CloseDate | datetime | 8 | Date when the opportunity record was closed |
ClientID | varchar | 32 | Primary client's client number; null or must exist in CL (ClientID/Client) |
ContactID | varchar | 32 | Primary contact's contact ID; null or must exist in Contacts (ContactID/(LastName,FirstName,MiddleName,ClientID/Client)) |
PRWBS1 | varchar | 30 | Project created for the Opportunity; null or must exist in PR |
OpenDate | datetime | 8 | Date when the opportunity record was opened |
Source | varchar | 10 | Source of the opportunity; null or must exist in CFGOpportunitySource (Code/Description) |
Org | varchar | 14 | Organization associated with the opportunity; null or must exist in Organization |
Status | varchar | 1 | Opportunity's status; null or must exist in CFGOpportunityStatus (Code/Description) |
PRProposalWBS1 | varchar | 30 | Project created for the proposal opportunity; null, or must exist in PR and must be a proposal project |
ProjMgr | varchar | 20 | Employee number of the opportunity's project manager |
Principal | varchar | 20 | Employee number of the opportunity's principal |
Supervisor | varchar | 20 | Employee number of the opportunity's supervisor |