Opportunity List Columns Tab

Use the Columns tab to select the columns to display on the Opportunity List report, change column sequence, provide new column labels, set column widths, or select number and date formats.

Grid Type Columns

Most available columns display data from the Opportunity Info Center. In addition, you can use this tab to include columns that contain associated data. These are called "grid columns."

The list of columns in this topic includes all available grid columns. However, the grid columns that actually display on the Columns tab vary based on your selection in Grid Type on the General tab of the Options dialog box. The grid column labels begin with the grid type. For example, each of the contact grid column labels begins with Contacts - (Contacts - Name, Contacts - Title, and so on).

Contents

The following are the columns listed in the Column Name field in the grid on the Columns tab that you can add to the Opportunity List report.

Field	Description
Opportunity Name	This column displays the name of the opportunity.
Opportunity Number	This column displays the opportunity identifier.
Organization	If you use organizations in Vision, this column displays the identifier for the organization in your firm that is responsible for pursuing the opportunity.
Organization Name	If you use organizations in Vision, this column displays the name of the organization in your firm that is responsible for pursuing the opportunity.
Primary Client	This column displays the name of the primary client associated with the opportunity.
Primary Contact Name	This column displays the name of the primary contact associated with the opportunity.
Row Count	This column displays the total number of detail lines for each group, based on the sorting and grouping selections on the Sorting/Grouping tab. If the report groups data at more than one level, this column displays row counts for all grouping levels.
Project Number	If you created a project record from the opportunity record, this column displays the project number.
Project Name	If you created a projectrecord from the opportunity record, this column displays the project name.
Promotional Project Number	If you created a promotional project record from the opportunity record to track and bill charges for proposal generation, this column displays the promotional project number.
Promotional Project Name	If you created a promotional project record from the opportunity record to track and bill charges for proposal generation, this column displays the promotional project name.
Project Plan	This column displays the number of the project plan associated with the opportunity.
Project Plan Name	This column displays the name of the project plan associated with the opportunity.
Primary Contact Title	This column displays the title of the primary contact associated with the opportunity.
Primary Contact Business Phone	This column displays the primary contact's business phone number.
Primary Contact Mobile Phone	This column displays the primary contact's cellular phone number.
Primary Contact Business Fax	This column displays the primary contact's business fax number.
Primary Contact Pager	This column displays the primary contact's pager number.
Primary Contact E-mail	This column displays the primary contact's email address.
Project Manager Name	This column displays the name of the employee serving as project manager for the opportunity.
Principal Name	This column displays the name of the principal responsible for the opportunity.
Supervisor Name	This column displays the name of the employee serving as supervisor for the opportunity.
Est. Revenue	This column displays the estimated revenue you expect to earn from the opportunity.
Probability	This column displays the probability that the opportunity will become a project. For example, if that probability is 80%, this column displays 80.
Weighted Revenue	This column displays the weighted revenue for the opportunity: Estimated revenue x Probability / 100.
Date Opened	This column displays the date on which you identified the opportunity and began pursuing the job.
Closed Reason	This is a drop-down list that lists pre-defined reasons why the opportunity closed. The options in the list are defined in the code tables found in Configuration.
Date Closed	This column displays the date on which you closed the opportunity (for example, the date you stopped pursuing the opportunity or the date you were awarded the job).
Closed Notes	This is a memo field that you can use to fill in any description that relates to the closing of the opportunity.
Days Open	This column displays the number of days the opportunity has been open. For a closed opportunity, this is the number of days from the date it was opened to the date it was closed.
Stage	This column displays the current stage of the opportunity (for example, Pending, Proposal Submitted, or Awarded).
Type	This column displays the type of the opportunity (for example, Educational, Municipal, or Medical).
Source	This column displays the source of the opportunity (for example, Client Referral, Consultant Job, or Marketing Campaign).
Status	This column displays the current status of the opportunity: Active or Inactive.
Est. Start Date	This column displays the date you expect to begin work if you are awarded the contract.
Est. Compl. Date	This column displays the date you expect to complete the work if you are awarded the contract.
Address 1 - 3	This column displays the opportunity mailing address information (street name and number, suite number, post office box number).
City	This column displays the city from the opportunity address.
State	This column displays the two-character abbreviation for the state from the opportunity address.
Zip	This column displays the zip code from the opportunity address.
Country	This column displays the country from the opportunity address.
County	This column displays the county in which the opportunity is located.
Create User	This column displays the user ID of the person who created the opportunity record in the Opportunity Info Center.
Create Date	This column displays the date on which the opportunity record was created.
Modify User	This column displays the user ID of the person who most recently modified the opportunity record.
Modify Date	This column displays the date on which the opportunity record was most recently modified.
Description	This column displays the description of the opportunity.
Owner Number	This column displays the identifier of the activity owner.
Owner Name	This column displays the name of the activity owner.
Owner Address Description	This column displays the description of the activity owner's address (for example, Company Headquarters, Main Office, or Northeast Office).
Owner Concatenated Address	This column displays the activity owner's primary street address, city, state, and ZIP code. The report shows this information in a single column.
Service Profile Code	If Fee Estimate is enabled in Configuration > General > Opportunity Settings, this column displays the code for the service profile that is associated with the opportunity.
Service Profile Description	If Fee Estimate is enabled in Configuration > General > Opportunity Settings, this column displays the description for the service profile that is associated with the opportunity.
ProjectPrincipalPrincipal	This column displays the name of the principal for the project associated with the opportunity.
Project - Project Manager Name	This column displays the name of the project manager for the project associated with the opportunity.
Project Supervisor Name	This column displays the name of the supervisor for the project associated with the opportunity.
Project Responsibility	This column displays the level of responsibility your firm has for the project associated with the opportunity (for example, Prime, Joint Venture, or Consultant).
Project Type	This column displays the project type for the project associated with the opportunity (for example, Environmental or Aviation).
Project Start Date	This column displays the start date of the project associated with the opportunity.
Project Est Completion Date	This column displays the estimated completion date of the project associated with the opportunity.
Project Actual Completion Date	This column displays the actual completion date of the project associated with the opportunity.
Project Total Project Cost	This column displays the total cost of the project associated with the opportunity. 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 Revenue Amount	This column displays the job-to-date revenue amount for the project associated with the opportunity.
Project JTD Profit	This column displays the job-to-date profit for the project associated with the opportunity.
Project JTD Billed Amount	This column displays the job-to-date billed amount for the project associated with the opportunity. This amount equals (Labor + Fee + Consultants + Expenses + Units + Interest Billed). It does not include taxes.
Project JTD AR Amount	This column displays the job-to-date amount billed but not yet received for the project associated with the opportunity. This amount includes taxes.
Project JTD Total Actual Cost	This column displays the job-to-date total actual cost for the project associated with the opportunity.
Project JTD Direct Cost	This column displays the job-to-date cost of direct expenses for the project associated with the opportunity.
Project JTD Labor Cost	This column displays the job-to-date labor cost for the project associated with the opportunity.
Project JTD Hours	This column displays the job-to-date hours for the project associated with the opportunity.
Project YTD Revenue Amount	This column displays the year-to-date revenue for the project associated with the opportunity.
Project YTD Profit	This column displays the year-to-date profit amount for the project associated with the opportunity.
Project YTD Billed Amount	This column displays the year-to-date billed amount for the project associated with the opportunity. This amount does not include taxes.
Project YTD AR Amount	This column displays the year-to-date accounts receivable amount (billed but not yet received) for the project associated with the opportunity. This amount does include taxes..
Project YTD Total Actual Cost	This column displays the year-to-date actual cost amount for the project associated with the opportunity.
Project YTD Direct Cost	This column displays the year-to-date cost of direct expenses for the project associated with the opportunity.
Project YTD Labor Cost	This column displays the year-to-date labor costs for the project associated with the opportunity.
Project YTD Hours	This column displays the year-to-date hours for the project associated with the opportunity.
Promo. Project Principal Name	If the project associated with the opportunity is a promotional project, this column displays the name of the principal.
Promo. Project Project Manager Name	If the project associated with the opportunity is a promotional project, this column displays the name of the project manager.
Promo. Project Supervisor Name	If the project associated with the opportunity is a promotional project, this column displays the name of the supervisor.
Promo. Project Responsibility	If the projectassociated with the opportunity is a promotional project, this column displays the level of responsibility your firm has for the project (for example, Prime, Joint Venture, or Consultant).
Promo. Project Type	If the project associated with the opportunity is a promotional project, this column displays the project type (for example, Environmental or Aviation).
Promo. Project Start Date	If the project associated with the opportunity is a promotional project, this column displays the project's start date.
Promo. Project Est Completion Date	If the project associated with the opportunity is a promotional project, this column displays the estimated completion date.
Promo. Project Actual Completion Date	If the project associated with the opportunity is a promotional project, this column displays the actual completion date for the project.
Promo. Project Total Project Cost	I If the project associated with the opportunity is a promotional project, this column displays the total project cost.
Promo. Project Firm Cost	If the project associated with the opportunity is a promotional project, this column displays the portion of the project cost for which your firm is responsible.
Promo. Project JTD Actual Cost	If the project associated with the opportunity is a promotional project, this column displays the job-to-date total actual cost for the project.
Promo. Project JTD Labor Cost	If the project associated with the opportunity is a promotional project, this column displays the job-to-date labor cost for the project.
Promo. Project JTD Hours	If the project associated with the opportunity is a promotional project, this column displays the job-to-date hours for the project.
Promo. Project YTD Total Actual Cost	If the project associated with the opportunity is a promotional project, this column displays the year-to-date total actual cost for the project.
Promo. Project Labor Cost	If the project associated with the opportunity is a promotional project, this column displays the total labor cost for the project.
Promo. Project YTD Hours	If the project associated with the opportunity is a promotional project, this column displays the year-to-date hours.
Opportunity Currency Code	This column displays the currency code specified in the Opportunity Info Center.
Proposal Manager	This column displays the employee in your organization who has primary responsibility for submitting the proposal related to the opportunity.
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 - Project	This column displays the name of the project associated with the activity.
Activities - Marketing Campaign	This column displays the identifier of 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.
Clients - Name	This column displays the name of the client associated with the opportunity.
Clients - Role	This column displays the client's role in the opportunity (for example, Owner, Developer, or Partner).
Clients - Role Description	This column displays additional information about the client's role in the opportunity.
Clients - Type	This column displays the type of client (for example, Commercial, Government, or Non-Profit).
Clients - Status	This column displays the current status of your relationship with the client: Active, Dormant, or Inactive.
Clients - Address	This column displays the street address, city, state, and ZIP code of the client.
Clients - Address Description	This column displays the description of the client's address.
Contacts - Name	This column displays the name of the contact associated with the opportunity using the format Last Name, First Name.
Contacts - Client	This column displays the name of the client associated with the contact.
Contacts - Role	This column displays the contact's role in the opportunity (for example, Owner or Project Manager).
Contacts - Role Description	This column displays the contact's role in the opportunity (for example, Owner or Project Manager).
Contacts -Title	This column displays the contact's title (for example, Director, Project Manager, or CEO).
Contacts - Business Phone	This column displays the contact's business telephone number.
Contacts - Mobile Phone	This column displays the contact's cellular telephone number.
Contacts - Business Fax	This column displays the contact's business fax number.
Contacts - Pager	This column displays the contact's pager number.
Contacts - E-mail	This column displays the contact's email address.
Contacts - Address1	This column displays the contact's street address.
Contacts - City	This column displays the city from the contact's address.
Contacts - State	This column displays the state from the contact's address.
Contacts - ZIP	This column displays the zip code from the contact's address.
Employees - Name	This column displays the name of the employee associated with the opportunity.
Employees - Role	This column displays the employee's role in the opportunity (for example, Lead Architect or Structural Engineer).
Employees - Role Description	This column displays an additional description of the employee's role in the opportunity.
Employees - Title	This column displays the title of the employee associated with the opportunity (for example, Architect, Engineer, or Designer).
Links - Description	This column displays a brief description of the file link or Web address (URL).
Links - File Path	This column contains one of the following: The complete file path for an external file link. This path includes the file link name and extension. If you preview the report, you can click the file link 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 link to go to that address.
Links - Graphic	This Yes/No column indicates whether or not the file is a graphic file.
Marketing Campaigns - Name	This column displays the name of the marketing campaign associated with the opportunity.
Marketing Campaigns - Number	This column displays the identifier for the marketing campaign associated with the opportunity.
Project Codes - Project Code	This column displays the project code associated with the opportunity. Project codes enable you to identify the types work or stages of work you expect to perform and to enter estimated fees for each one.
Project Codes - Description	This column displays the description of the project code.
Project Codes - Fee	This column displays the estimated fee for the work that the project code represents.
Project Codes - SF330	This column displays the SF330 code for the project code.
Proposals - Name	This column displays the name of the proposal.
Proposals - Number	This column displays the proposal identifier.
Proposals - Type	This column displays the proposal type (for example, Draft Proposal, or Technical Proposal).
Proposals - Organization	If you use organizations in Vision, this column displays the organization in your firm that is responsible for producing the proposal.
Proposals - Responsible Person	This column displays the name of the employee responsible for producing the proposal.
Proposals - Status	This column displays the status of the proposal (for example, Pending, Won, Lost, Go/No Go, or Delayed).
Proposals - Source	This column displays the proposal source (for example, client referral, consultant job, or marketing campaign).
Proposals - Date Advertised	This column displays the date on which the request for proposal was published.
Proposals - Due Date	This column displays the date by which you must submit the proposal.
Proposals - Submittal Date	This column displays the actual date on which you submitted the proposal or expect to submit it.
Proposals - Award Date	This column displays the date on which your firm was awarded the contract for the proposed job.
Proposals - Fee	This column displays the fee associated with the proposal.
Proposals - Linked Proposal	If you have created a proposal, this column displays the name of the proposal linked to the opportunity.
Proposals - Linked SF255	If you have created an SF255 proposal, this column displays the name of the SF255 proposal linked to the opportunity.
Proposals - Linked SF330	If you have created an SF330 proposal, this column displays the name of the SF330 proposal linked to the opportunity.
Proposals - Notes	This column displays the text entered on the Notes tab of the Proposal Detail dialog box. That dialog box opens when you insert a proposal on the Proposals tab of the Opportunity Info Center.
Vendors - Name	This column displays the name of the vendor or consultant working on the opportunity.
Vendors - Role	This column displays the vendor's role in the opportunity (for example, Surveying, Printing, or Security).
Vendors - Role Description	This column displays an additional description of the vendor's role on the opportunity.
Vendors - Address Description	This column displays the description of the vendor's address (for example, Company Headquarters or Distribution Center).
Vendors - Address1	This column displays the vendor's primary street address.
Vendors - City	This column displays the city from the vendor's address.
Vendors - State	This column displays the state from the vendor's address.
Vendors - ZIP	This column displays the ZIP code from the vendor's address.
Master Contract	This column displays the master contract that is associated with the opportunity.
Competition Columns	If you selected Competition in the Grid Type field on the General tab of the Options dialog box for this report, the following competition fields from the Competition tab in the Opportunities Info Center display in the Column Name field on the Columns tab. Select a column to add it to the report. Competition - Incumbent Competition - Name Competition - Notes Competition - Strengths Competition - Weaknesses