`Companies` Associations Tab

Use the Associations tab in the Companies area to create and maintain lists of the opportunities and other companies that are associated with a company.

Contents

If custom fields are defined for this tab in the Customization area in the Configuration workspace, those fields display below the Companies grid. As with standard fields, you must make entries in any required custom fields.

Field	Description
Opportunities grid	This grid displays the opportunities with which the `company` is associated. You can establish the association of an opportunity to the `company` by selecting the opportunity in this grid or by selecting the `company` in the `Companies` grid on the Team tab for the opportunity in the Opportunities area. If you add, edit, or delete information in this grid, that change is also reflected in the `Companies` grid for the opportunity. To add another opportunity association, click + Add Opportunity below the grid. If the list of opportunities in this grid is long and you want to locate a particular one, type one or more characters from the opportunity name in the field next to Opportunities. That filters the grid so that it only displays a list of opportunities whose names contain those characters. To restore the full list, click X at the end of the field.
Opportunities: NAME	This column displays the name of the opportunity. Click the name to display a tooltip containing opportunity information: opportunity type, estimated revenue, probability of winning, date opened or closed, status, and stage. Click More in the tooltip to display the full opportunity record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.) To specify an opportunity for a new association, type one or more characters from the opportunity name to select from a list of opportunities whose names contain those characters. Click to select from the full list of opportunities. If the opportunity has not yet been added in `Deltek CRM`, you can click + New Opportunity at the bottom of the selection list to display the Add Opportunity form and add the opportunity.
Opportunities: OPEN DATE	This column displays the date the opportunity was opened (the date on which you identified the opportunity and began pursuing the job).
Opportunities: ROLE	This column displays the `company`'s role in relation to the opportunity (Owner, Electrical Engineering, Acoustics). To select a different role, click in this field.
Opportunities: ROLE DESCRIPTION	This column displays a more detailed description of the `company`'s role. Click in ROLE DESCRIPTION if you want to apply special formatting (bold, color, and so on) to the description or if you want to display the complete text of a longer description.
+ Add Opportunity	To associate another opportunity with the `company`, click this link and select the opportunity in NAME. Click to select the opportunity from the full list, or type one or more characters from the opportunity name in the NAME field to select it from a filtered list. (Opportunities that are already associated with the `company` are automatically excluded from the drop-down list.)

Field	Description
`Companies` grid	This grid displays a list of other `companies` that are in some way associated with the `company`. To associate another `company`, click + Add Company below the grid. When you associate `an organization` with the currently selected `company`, `Deltek CRM` also adds the reciprocal association. You do not have to manually create an association for both sides of the relationship. For example, if `Company` A is the currently selected `company` and you add an association with `Company` B in the grid and select Competitor in RELATIONSHIP, a reciprocal association is automatically added for `Company` B also. If you then select `Company` B and go to the Associations tab to view that `company`'s associations, the grid contains a row for `Company` A with Competitor in RELATIONSHIP. The entry in RELATIONSHIP DESCRIPTION is also automatically duplicated in the reciprocal association. If the list of associated `companies` in the grid is long and you want to locate a particular `company`, type one or more characters from the `company` name in the field next to Companies. That filters the grid so that it only displays a list of `companies` whose names contain those characters. To restore the full list, click X at the end of the field.
`Companies`: NAME	This column displays the name of the associated `company`. Click the name to display a tooltip containing `company` information: market, primary location, phone number, and `company` status. Click More in the tooltip to display the full `company` record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.) To specify `a company` for a new association, type one or more characters from the `company` name to select from a list of `companies` whose names contain those characters. Click to select from the full list of `companies`. If the `company` has not yet been added in `Deltek CRM`, you can click + New Company at the bottom of the selection list to display the Add `Company` form and add the `company`.
`Companies`: RELATIONSHIP	This column displays the relationship of the `company` in NAME to the currently selected `company`. To select a relationship, click in the field and select it from the list. With one exception, `Deltek CRM` uses the same relationship when it adds the reciprocal association. The exception is if you associate the two `companies` using the Parent and Subsidiary relationships. If you add an association for `Company` A with Company B in NAME and Parent in RELATIONSHIP to indicate that `Company` B is the parent `company` of `Company` A, `Deltek CRM` adds an association for `Company` B with Company A in NAME and Subsidiary in RELATIONSHIP.
`Companies`: RELATIONSHIP DESCRIPTION	This column displays a more detailed description of the `company` relationship. `Deltek CRM` uses the same relationship description when it adds the reciprocal association. Click in RELATIONSHIP DESCRIPTION if you want to apply special formatting (bold, color, and so on) to the description or if you want to display the complete text of a longer description.
+ Add Company	To associate another `company` with the `company`, click this link and select the `company` in NAME.