255 Preferences Form

Use the 255 Preferences form to specify the layout and font for each section of an SF255 proposal.

Location

To display the form, complete the following steps:

From the Vision Navigation menu, click Proposals > SF255 Proposals.
Click Edit and select Preferences.

Contents

General Tab

Field	Description
Default 255 Template	Select the set of merge templates to use for this SF255 proposal. This list shows all of the merge templates added in the SF255 Template Editor. The SF255 Proposals application is installed with a default template set.
Employees Per Page	Select the one or two employees per page format. `Vision` uses this setting for the records you add to the SF255. This selection does not affect employee resumes that are in the proposal now. Select all preferences before you add records to an SF255. To modify employee page formats, use Employee Layout in block 7g on the Employees Tab of the SF255.
Degree Separator	Select the separator to use between the educational degree and the year of graduation. For example, you could select a slash (Bachelor of Science/1986) or a comma (Bachelor of Science, 1986). Education information comes from the Experience tab of the Employees Info Center.
Show Institution	Select this option to include the Institution field for each degree, from the Experience tab of the Employees Info Center.
Registration Separator	Select the registration separator to use between the state issuing the license or registration, and the license or registration type). For example, you could select a slash to have the employee's registration information appear as CA/Professional Engineer. License information comes from the Experience tab of the Employees Info Center.
Show State/Number	Select this option to include the state/province and registration number for each license.
Space After Separator	Select this check box to put a space after the separators used in the degrees and registrations. If the separator is a comma, you must select this option to put a space after the comma.
Total `project` costs from all `project` levels	With this option selected, if a `project` is selected for Blocks 8 or 9, and that `project` has any phases or tasks, `Vision` uses data from the Total Project Cost fields for the primary `project` and for all phases and tasks to calculate one Total Cost amount for use in the SF255. The Total Project Cost field is on the Dates & Costs tab of the `Projects` Info Center.
Total firm costs from all `project`levels	With this option selected, if a `project` is selected for Blocks 8 or 9, and that `project` has phases or tasks, `Vision` uses data from the Firm Cost fields for the primary `project` and for all phases and tasks to calculate one Firm Cost amount for use in the SF255. The Firm Cost field is on the Dates & Costs tab of the `Projects` Info Center.
Description Category	Select the type of `project` description (Brief Description, Detailed Description, and so on) that is most appropriate for this SF255. The drop-down list shows all of the description categories that are in the `Vision` database. You can override this choice on an SF255 on a `project` by `project` basis. On the `Projects`or Federal tab, in block 8 or 9, click Add Project Descriptions.
`Project` Pages — Column Format	Specify a narrow or a wide column for "Nature of Firm’s Responsibility" in block 8b.
`Project` Pages — One `Project`Per Page	Select this option to put one `project` per page in block 8.
`Project` Pages — Date Format	Select the format for items in the Completion Date column in block 8.
`Project` Pages — Add 1 Line After `Project`	Select this option to insert a line after each project in block 8. This check box is enabled only if One Project Per Page is not selected.
Federal `Project` Pages — Column Format	Specify a narrow or a wide column for "Nature of Firm’s Responsibility" in block 9b.
Federal `Project` Pages — One `Project` Per Page	Select this option to put one federal project per page in block 9.
Federal `Project` Pages — Add 1 Line After `Project`	Select this option to insert a line after each federal project in block 9. This check box is enabled only if One Project Per Page is not selected.
Text - Number of Columns	Select One or Two columns for the "Additional Information or Description of Resources" text that is entered in block 10.
`Project`Calculation method	Select the way in which the percent complete is calculated for federal projects, as entered in block 9d. Accounting Based — Available if your firm has the `Vision` Accounting module installed, this option uses the Overall Pct Comp on the Accounting tab of the `Project` Info Center. Users must have a minimum of "modify" access to Accounting to have approval to modify the Overall Pct Comp amount. Date Based — This option calculates Percent Complete using data from the Start Date and Estimated Completion Date on the Dates & Costs tab of the `Project` Info Center.

Font Settings Tab

Field	Description
Font Name	This field shows the name of the font that is currently selected for use in the SF255. To change the selection, click the Font button.
Font Size	This field shows the point size of the font that is currently selected for use in the SF255. To change the selection, click the Font button.
Font	Click this button to display the Preferred Font dialog box, where you can select the font and point size.