The descriptions below are for columns in the default sections. For descriptions of the columns that you can select on the Columns tab for user-defined columns, see
Client List Columns tab.
Field | Description |
Client Name
|
This column displays the name of the
client.
|
Client Number
|
This column displays the
client identifier.
|
Is
Client
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
client record is classified as a
client in terms of
projects or opportunities.
Vision classifies the
client as
Client,
Vendor, Both, or Neither based on the settings on the
Project tab of the
Client Info Center and the Opportunities tab of the
Client Info Center.
|
Is
Vendor
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
client record is classified as a
vendor in terms of
projects or opportunities.
Vision classifies the
client as
Client,
Vendor, Both, or Neither based on the settings on the
Project tab of the
Client Info Center and the Opportunities tab of the
Client Info Center.
|
Linked
Vendor
|
This column displays the name of the
vendor linked to the
client, if such a link exists. This column is blank if
Is Vendor contains
N.
If you preview the report, the
vendor names in this column are links. Click the link to display the
vendor record in a separate window.
|
Market
|
This column displays the market (type) of
client (for example, Commercial, Government, or Non-Profit).
|
Status
|
This column displays the status of your relationship with the
client: Active, Dormant, or Inactive.
|
Relationship
|
This column displays your relationship with the
client (for example, Consultant, Prospective, or Existing).
|
Web Site
|
This column displays the
client's Web site address (for example, www.deltek.com).
|
Client Create User
|
This column displays the user ID of the person who created the
client record in the
Client Info Center.
|
Client Create Date
|
This column displays the date on which the
client record was created.
|
Client Modify User
|
This column displays the user ID of the person who most recently modified the
client record.
|
Client Modify Date
|
This column displays the date on which the
client record was most recently modified.
|
Concatenated Primary Address
|
This column displays the
client's primary street address, city, state, and zip code. The report shows this information in a single column.
|
Primary Address Description
|
This column displays the description of the
client's primary address (for example, Company Headquarters, Main Office, or Northeast Office).
|
Primary Address 1- 4
|
Primary Address 1 displays the
client's name.
Primary Address 2,
Primary Address 3, and
Primary Address 4 display the
client's primary address information (street name and number, suite number, postal box number, and so on).
|
Primary Address City
|
This column displays the city from the
client's primary address.
|
Primary Address State
|
This column displays the two-character abbreviation for the state from the
client's primary address.
|
Primary Address Zip
|
This column displays the zip code from the
client's primary address.
|
Primary Address Country
|
This column displays the country from the
client's primary address.
|
Primary Address Phone
|
This column displays the phone number at the
client's primary address.
|
Primary Address Fax
|
This column displays the fax number at the
client's primary address.
|
Primary Address Tax Reg. #
|
This column displays the tax registration number for the
client's primary address.
|
Primary Address Tax Country Code
|
This column displays the tax country code for the
client's primary address.
|
Primary Address Create User
|
This column displays the user ID of the person who created the primary address in the
client record.
|
Primary Address Create Date
|
This column displays the date on which the primary address was created in the
client record.
|
Primary Address Modify User
|
This column displays the user ID of the person who most recently modified the primary address.
|
Primary Address Modify Date
|
This column displays the date on which the primary address was most recently modified.
|
Concatenated Billing Address
|
This column displays the
client's billing street address, city, state, and zip code. The report shows this information in a single column.
|
Billing Address Description
|
This column displays the description of the
client's primary address (for example, Company Headquarters, Main Office, or Billing Office).
|
Billing Address 1-4
|
Billing Address 1 displays the
client's name.
Billing Address 2,
Billing Address 3, and
Billing Address 4 display the
client's billing address information (street name and number, suite number, postal box number, and so on).
|
Billing City
|
This column displays the city from the
client's billing address.
|
Billing State
|
This column displays the two-character abbreviation for the state from the
client's billing address.
|
Billing Zip
|
This column displays the zip code from the
client's billing address.
|
Billing Country
|
This column displays the country from the
client's billing address.
|
Billing Phone
|
This column displays the phone number at the
client's billing address.
|
Billing Fax
|
This column displays the fax number at the
client's billing address.
|
Billing Tax Reg. #
|
This column displays the tax registration number for the
client's billing address.
|
Billing Tax Country Code
|
This column displays the tax country code for the
client's billing address.
|
Billing Address Create User
|
This column displays the user ID of the person who created the billing address in the
client record.
|
Billing Address Create Date
|
This column displays the date on which the billing address was created in the
client record.
|
Billing Address Modify User
|
This column displays the user ID of the person who most recently modified the billing address.
|
Billing Address Modify Date
|
This column displays the date on which the billing address was most recently modified.
|
Memo
|
This column displays the text entered in the
Notes field on the General tab of the
Client Info Center.
|
Project Total Project Cost
|
This column displays the total cost of the project. This field is also used in the SF255 Item 8e, which asks for "total construction cost of completed projects (or, where no construction was involved, the approximate cost of your work)."
|
Project Firm Cost
|
This column displays the portion of the project cost for which your firm is responsible
|
Project JTD AR Amount
|
This column displays the job-to-date amount billed for the project but not yet received. This amount includes taxes.
|
Project JTD Billed Amount
|
This column displays the job-to-date billed amount for the project.
This amount equals (Labor + Fee + Consultants + Expenses + Units + Interest Billed). It does not include taxes.
|
Project JTD Direct Cost
|
This column displays the job-to-date cost of direct expenses for the project.
|
Project JTD Hours
|
This column displays the job-to-date hours for the project.
|
Project JTD Labor Cost
|
This column displays the job-to-date labor cost for the project.
|
Project JTD Revenue Amount
|
This column displays the job-to-date revenue amount for the project.
|
Project JTD Profit
|
This column displays the job-to-date profit for the project.
|
Project JTD Total Actual Cost
|
This column displays the job-to-date total actual cost for the project.
|
Project YTD AR Amount
|
This column displays the year-to-date accounts receivable amount (billed but not yet received) for the project.
|
Project YTD Billed Amount
|
This column displays the year-to-date billed amount for the project.
|
Project YTD Direct Cost
|
This column displays the year-to-date direct cost for the project.
|
Project YTD Labor Cost
|
This column displays the year-to-date labor costs for the project.
|
Project YTD Hours
|
This column displays the year-to-date hours for the project.
|
Project YTD Revenue Amount
|
This column displays the year-to-date revenue for the project.
|
Project YTD Profit
|
This column displays the year-to-date profit amount for the project.
|
Project YTD Total Actual Cost
|
This column displays the year-to-date actual cost amount for the project.
|
Promo.
Project Total
Project Cost
|
This column displays the
project's total cost for a promotional
project.
|
Promo.
Project Firm Cost
|
This column displays the firm's total cost for a promotional
project.
|
Promo. Project JTD Total Actual Cost
|
This column displays the job-to-date total actual cost amount for a promotional project.
|
Promo. Project JTD Labor Cost
|
This column displays the job-to-date labor cost amount for a promotional project.
|
Promo. Project JTD Hours
|
This column displays the job-to-date hours for a promotional project.
|
Promo. Project YTD Total Actual Cost
|
This column displays the year-to-date total actual cost for a promotional project.
|
Promo. Project YTD Labor Cost
|
This column displays the year-to-date labor cost amount for a promotional project.
|
Promo. Project YTD Hours
|
This column displays the year-to-date hours for a promotional project.
|
Opportunity Est. Revenue
|
This column displays the estimated revenue you expect to earn from the opportunity.
|
Opportunity Probability
|
This column displays the probability that the opportunity will become a
project. For example, if that probability is 80%, this column contains
80.
|
Opportunity Weighted Revenue
|
This column displays the weighted revenue for the opportunity: estimated revenue x Probability.
|
Opportunity Days Open
|
This column displays the number of days the opportunity has been open.
|
Custom Currency Code
|
If you use the Multicurrency feature, this column displays the currency code used for user-defined currency fields.
|
Disadvantaged Business
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
client is a disadvantaged business.
|
Small Business
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
client is a small business.
|
Veteran Owned
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
client is a small business that is owned by a veteran.
|
Service Disabled Veteran Owned
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
client is a small business that is owned by a disabled veteran.
|
Minority Owned
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
client is a minority business.
|
Woman Owned
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
client is a business owned by a woman.
|
HBCU or Minority Institution
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
client is an historically black college or university (HBCU).
|
Alaska Native
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
client is an Alaskan Native.
|
Specialty
|
If the
client is classified as a
vendor, this column contains the
vendor specialty (for example, Industrial, Retail, or Municipal).
|
Prior Work
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
client is classified as a
vendor and has done work for your firm in the past.
|
Recommend
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
client is classified as a
vendor, has done work for your firm in the past, and is recommended for future work.
|
Specialty Description
|
If the
client is classified as a
vendor, this column contains additional information about that firm's specialty.
|
HUB Zone
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
client is part of the HUB Zone program for small businesses.
|
8 (a)
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
client is part of the 8 (a) business development program for small and disadvantaged businesses.
|
Competitor
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
client is a competitor.
|
Government Agency
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
client is a government agency.
|
Annual Revenue
|
This column displays the annual revenue of the
client.
|
Employee Count
|
This column displays the number of employees of the
client.
|
Contacts - Name
|
This column displays the full name of the contact (Salutation, First Name, Middle Name, Last Name, Suffix).
|
Contacts - Title
|
This column displays the contact's title (for example, Vice President or Principal).
|
Contacts - Phone
|
This column displays the contact's business phone number.
|
Contacts - Fax
|
This column displays the contact's fax number.
|
Contacts - Mobile
|
This column displays the contact's mobile (cellular) phone number.
|
Contacts - Home
|
This column displays the contact's home phone number.
|
Contacts - Pager
|
This column displays the contact's pager number.
|
Contacts - Email
|
This column displays the contact's email address.
|
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
client contact associated with the activity. The contact can be a participant in the activity, or the activity can be a task your firm undertakes for the contact.
|
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 information about the activity.
|
Opportunities - Is
Client
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
client is classified as a
client for opportunities.
Vision classifies the
client as
Client,
Vendor, Both, or Neither based on the settings on the Opportunities tab of the
Client Info Center.
|
Opportunities - Is
Vendor
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
client is classified as a
vendor for opportunities.
Vision classifies the
client as
Client,
Vendor, Both, or Neither based on the settings on the Opportunities tab of the
Client Info Center.
|
Opportunities - Number
|
This column displays the opportunity identifier.
|
Opportunities - Name
|
This column displays the name of the opportunity.
|
Opportunities - Stage
|
This column displays the current stage of the opportunity (for example, Pending, Awarded, or Lost).
|
Opportunities - Role
|
This column displays the role of the
client in the opportunity (for example, Architect, Developer, or Owner).
|
Opportunities - Role Description
|
This column displays additional text describing the
client's role in the opportunity.
|
Opportunities - Weighted Revenue
|
This column displays the weighted revenue for the opportunity: Estimated revenue x Probability.
|
Projects - Is
Client
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
client is classified as a
client for
projects.
Vision classifies the
client as
Client,
Vendor, Both, or Neither based on the settings on the
Project tab of the
Client Info Center.
|
Projects - Is
Vendor
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
client is classified as a
vendor for
projects.
Vision classifies the
client as
Client,
Vendor, Both, or Neither based on the settings on the
Project tab of the
Client Info Center.
|
Projects - Number
|
This column displays the
project identifier.
|
Projects - Name
|
This column displays the name of the
project.
|
Projects - Role
|
This column displays the role of the
client in the
project (for example, Architect, Developer, or Owner).
|
Projects - Role Description
|
This column displays additional text describing the
client's role in the
project.
|
Projects -
Project Status
|
This column displays the status of the
project.
|
Associations - Name
|
This column displays the name of a
client that is associated with the current
client.
|
Associations - Description
|
This column displays a description of the relationship of the current
client to the associated
client (for example, Subsidiary, Parent Company, or Affiliate).
|
Associations - Relationship Description
|
This column displays additional text describing the relationship of the current
client to the associated
client.
|
Employees - Employee
|
This column displays the employee's number.
|
Employees - Name
|
This column displays the employee's full name.
|
Employees - Relationship
|
This column displays the employee's relationship to the
client (for example,
Client Manager, Contact Manager, or Friend).
|
Employees - Relationship Description
|
This column displays additional text describing the relationship between the
client and the employee.
|
Files - Description
|
This column displays a brief description of the file or Web address (URL).
|
Files - File Path
|
This column contains one of the following:
- The complete path for an external file. This path includes the file name and extension. If you preview the report, you can click the file path to open the file.
- The address (URL) for a Web site, intranet site, file transfer (FTP) site, and so on. If you preview the report, you can click the file path to go to that address.
|
Files - Graphic
|
This column contains a
Y or
N (yes or no) to indicate whether or not the file is a graphic file.
|
Client Alias - Alias
|
This column displays a
client alias.
An alias is an alternate name for a
client. It can be an abbreviated version of the
client's legal name, an alternate spelling of the
client's legal name, or an entirely different name.
|