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