CRM Project Summary 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.

Because this is a customer relationship management (CRM) report, you can include both default sections and user-defined sections. You cannot select columns for default sections but you do select the columns for user-defined sections:

• Default sections — The report can include one or more default sections. Use the options in Sections to Include on the General tab to select the default sections. You cannot change the columns included in each default section.

  For descriptions of the columns in the default sections, see the table in this topic.

• User-defined sections — To set up one or more user-defined sections, click the User Defined Sections tab. Use the Columns tab to assign columns to each user-defined section. You can select any column on this tab, whether or not that column is also included in a default section. User-defined sections can appear in addition to, or in place of, the default sections for the report.

  See the help topic for the Columns tab of the Project List for descriptions of the columns available for user-defined sections.

Contents

Field	Description
Short Name	This column displays the name of the project.
Long Name	This column displays the project's long name. If the Long Name field is blank in the Project Info Center, this column displays the project's short name.
Location	This column displays the city, state, ZIP code, and country for the project's location.
Project	This column displays the project number.
Phase	This column displays the phase number.
Task	This column displays the task number.
Organization	This column displays the organization with which the project is associated. If your firm is not using organizations in Vision, the report does not display this column.
Primary Client	This column displays the name of the client.
Type	This column displays the type of project, such as Educational, Commercial, Medical, or Financial. This is not the project's charge type. The charge type classifies the project as regular, overhead, or promotional.
Responsibility	This column displays the level of responsibility your firm has for the project, such as Prime, Joint Venture, or Consultant.
Status	This column displays the status of the project: Active, Inactive, or Dormant.
Referable	This column contains Y or N (Yes or No) to indicate whether or not the project can be used as a reference when talking with potential clients.
Fed. Project	This column contains Y or N (Yes or No) to indicate whether or not the project is for the federal government.
Opportunity	This column displays the opportunity associated with the project.
Promotional Project	If the project is based on a promotional project, this column displays the project number for the promotional project.
Project Plan	If you use Vision Planning and the project is linked to a plan, this column displays the plan identifier.
Principal-in-Charge	This column displays the name of the principal for the project.
Project Manager	This column displays the name of the project manager for the project.
Supervisor	This column displays the name of the supervisor for the project.
Team - Employee	This column displays the employee's first and last names.
Team - Role	This column displays the employee's role on the project (for example, Lead Designer orStructural Engineer ). Employees can have different roles on different projects.
Team - Role Description	This column displays a description of the employee's role on the project.
Team - Vendor	This column displays the vendor's name.
Team - Role	This column displays the vendor's role on the project.
Team - Role Description	This column displays a description of thevendor's role on the project.
Client - Name	This column displays the client's name.
Client - Role	This column displays the client's role on the project (for example, Owner or Developer).
Client - Address	This column displays the Client's street address, city, state, and zip code.
Contact - Name	The first and last names of the contact at the client firm.
Contact - Title	The title by which a contact at the client firm is known; for example, Vice President or Principal.
Contact - Client	The name of the client associated with the contact.
Contact - Role	The contact's role on this project.
Activities - Completed	The activity can be Pending or Completed.
Activities - Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).
Activities - Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activities - Start Date	This column displays the date and time that the activity is scheduled to begin.
Activities - Priority	This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activities - Owner	This column displays the name of the employee who is responsible for the activity.
Activities - Client Contact	This column displays the name of the client contact associated with the activity.
Activities - Client Contact Bus. Phone	This column displays the client contact's work telephone number.
Activities - Vendor	This column displays the name of the vendor associated with the activity.
Activities - Vendor Contact	This column displays the name of the vendor contact associated with the activity.
Activities - Vendor Contact Bus. Phone	This column displays the vendor contact's work telephone number.
Activities - Opportunity	This column displays the name of the opportunity associated with the activity.
Activities - Project	This column displays the name of the project associated with the activity.
Activities - Marketing Campaign	This column displays the marketing campaign associated with the activity.
Activities - Lead	This column displays the lead associated with the activity.
Activities - Location	This column displays the location where the activity occurred or will occur.
Activities - Notes	This column displays additional text that describes the activity.
Dates & Costs - Contract Date	This column displays the date on which the contract was awarded to your firm.
Dates & Costs - Bid Date	This column displays the date on which your firm first bid on the project.
Dates & Costs - Start Date	This column displays the start date of the project.
Dates & Costs - Total Project Cost	This column displays the total cost of the project. This field is also used in Item 8e on the Standard Form 255 (SF255).
Dates & Costs - Firm Cost	This column displays the portion of the project cost for which your firm is responsible.
Dates & Costs - Construction Completion Date	This column displays the date on which your firm completed or will complete all work on the project.
Dates & Costs - Estimated Completion	This column displays the date on which the project is or was scheduled to be completed.
Dates & Costs - Actual Completion	For a completed project, this column displays the date on which the project was completed.
Dates & Costs - Completion Comment	This column displays any comments about the project's completion dates.
Dates & Costs - Total Project Cost Comment	This column displays any comments about the project cost (for example, Fee only or Phase I).
Dates & Costs - Firm Cost Comment	This column shows any comments about the firm cost.
Dates & Costs - Professional Services Completion Date	This column displays the date on which your firm completes all professional services you provide after you have completed construction-related activities on the project.
Project Codes - Code	This column displays the project codes for the project. Project codes enable you to categorize the types of work you expect to do and enter estimated fees for each category. For example, you could set up codes for fire protection, electrical, and plumbing.
Project Codes - SF330 Code	This column displays the SF330 code associated with the project code.
Project Codes - Description	This column displays the description of the project code.
Project Codes - Fee	This column displays the total fee for the work associated with the project code.
Awards - Description	This column displays the description of the award or honor associated with the project.
Awards - Institution	This column displays the name of the institution or organization that granted the award.
Awards - Award Date	This column displays the date on which the award was granted.
Marketing Campaigns - Name	This column displays the name of the marketing campaign.
Marketing Campaigns - Number	This column displays the numeric identifier for the marketing campaign.