Field Lists

You can use the Lists tab in the Customization area of the Configuration workspace to specify the valid values for selected fields. Those values are then displayed in drop-down selection lists when you enter data in those fields.

Example: Values for the Opportunity Type Field

When you implement Deltek CRM, you use the Lists tab in the Customization area of Configuration to specify the valid values for selected fields, including the Opportunity Type field. To do that, you click at the end of the grid row for Opportunity Type to display the default values that Deltek provides. You then delete any of those values that do not apply to your firm, and you click + Add Entry to add any types of opportunities that were not included in the default list of values.

The values that you define for Opportunity Type then become the only values that can be selected in the TYPE field when someone adds a new opportunity.

Field Lists

This table lists each of the field lists, describes where the fields are used in Deltek CRM, and provides any additional information you need to set up and maintain the lists of values.

If you did not activate the CRM module, field lists that are used only in the Business Development workspace are not available.

If you did not activate the Resource Planning module, field lists that are used only in the Resource Planning workspace are not available.

For this field...	Create a list of possible...	This field is used in these workspaces...
Citizenship	Employee citizenship statuses.	Resource Planning
Company Role	Roles for a company for an opportunity. Note: By default, this field has Owner in its list of values. You cannot delete that value, but you can change its label.	Business Development
Company Market	Primary general markets in which a company might participate (for example, Commercial , Health Care , Federal Government ).	Business Development
Company Relationship	Relationships a company could have with your firm. For example, for a client company, the field might contain Existing or Former.	Business Development
Company Specialty	Types of services or products in which a company specializes.	Business Development
Company to Company Relationship	Relationships a company could have to an associated company (for example, Parent or Subsidiary).	Business Development
Contact Role	Roles for a contact for an opportunity. Note: By default, this field has Owner Contact in its list of values. You cannot delete this value, but you can change its label.	Business Development
Contact Source	Sources of your relationships with contacts (for example, Client Reference or Trade Show). Notes: By default, this field has GovWin IQ in its list of values. You cannot delete that value, but you can change its label. This field allows users to either select from the list you set up or enter a value that is not on the list.	Business Development
Contact Title	Contact job titles. Note: This field allows users to either select from the list you set up or enter a value that is not on the list.	Business Development
Contact to Contact Relationship	Relationships a contact could have to an associated contact (for example, Ex-coworker, Friend, Administrative Assistant).	Business Development
Country	Countries used in opportunity, company, or contact locations, in employee citizenship information, and so on.	Business Development Resource Planning
County	Counties for opportunity locations. Note: This field allows users to either select from the list you set up or enter a value that is not on the list.	Business Development
Credential	Licenses, accreditations, and other professional credentials for employees.	Resource Planning
Credential Type	Types of credentials. The types are used to categorize credentials on employee cards.	Resource Planning
Education	Levels and types of employee education.	Resource Planning
Employee Role	Roles for an employee for an opportunity. Note: The roles listed below are not included in the list of values for this field, but they are always available when you select employee roles. You do not need to add these role values on the Lists tab: Project Manager Principal Supervisor Marketing Coordinator Proposal Manager Business Development Lead	Business Development
Employee Title	Employee job titles. Note: This field allows users to either select from the list you set up or enter a value that is not on the list.	Business Development Resource Planning
Employee to Company/Contact Relationship	Relationships an employee could have to an associated company or contact (for example, Former Employee, Friend, Former Colleague).	Business Development
Labor Category	General labor classifications for employees (for example, Principal or Project Manager).	Resource Planning
Location	Employee locations.	Resource Planning
Master Contract	Types of master contracts for an opportunity. Note: This field is only available if Enable Government Contracting is selected in the General area in the Configuration workspace.	Business Development
NAICS	North American Industry Classification System (NAICS) codes and descriptions for an opportunity. Notes: This field is only available if Enable Government Contracting is selected in the General area in the Configuration workspace. The default list is very long. If you expect to use only a small subset of the codes, you can delete the others to make the drop-down lists more efficient to use. To search the list in the Settings dialog box for a particular code, type one or more characters from the code description in the SEARCH NAICS field to display only codes whose descriptions contain those characters. You can add codes, change the code descriptions, and delete codes, but you cannot change the codes themselves once they are saved.	Business Development
Opportunity Award Type	Award types for an opportunity (for example, IDIQ - GWAC, IDIQ - Agency Specific, BPA). Note: This field is only available if Enable Government Contracting is selected in the General area in the Configuration workspace.	Business Development
Opportunity Closed Reason	Reasons for closing (no longer actively pursuing) an opportunity.	Business Development
Opportunity Competition Type	Competition types (small business statuses) for an opportunity (for example, HubZone or Woman Owned Small Business Set-Aside ). Note: This field is only available if Enable Government Contracting is selected in the General area in the Configuration workspace.	Business Development
Opportunity Contract Type	Contract types for an opportunity (for example, Cost Plus Fixed Fee or Time and Materials). Note: This field is only available if Enable Government Contracting is selected in the General area in the Configuration workspace.	Business Development
Opportunity Milestone	Milestone activities for an opportunity (for example, Initial Meeting or Internal Marketing Meeting). Note: This field allows users to either select from the list you set up or enter a value that is not on the list.	Business Development
Opportunity Probability	Probability percentages and descriptions for an opportunity (for example, 60 and Proposal Stage, 70 and Reviewed and Submitted Proposal). Note: The values you enter in VALUE in the Settings dialog box should be whole number percentages in the range from 0 to 100. Deltek CRM uses that value, along with the estimated revenue amount for an opportunity, to calculate a weighted revenue amount.	Business Development Resource Planning
Opportunity Source	Sources of an opportunity (for example, Client Contacts, Marketing Campaign, GovWin IQ). Note: By default, this field has GovWin IQ in its list of values. You cannot delete that value, but you can change its label.	Business Development
Opportunity Stage	Pipeline stages for opportunities (for example, Lead, Proposal, Won). Note: In addition to defining stages, you can identify the "closed" stages, stages to which opportunities that are no longer actively pursued are assigned (a Lost stage and a Won stage, for example). Only these stages can be selected in STAGE on the Close Opportunity dialog box.	Business Development Resource Planning
Opportunity Type	Types of opportunities (for example, Laboratories, Medical Facilities, Office Buildings.	Business Development Resource Planning
Prefix	Prefixes for employee names (for example, Mr., Ms., Dr.)	Resource Planning
Project Type	Types of projects (for example, Engineering, Architecture, Construction)	Resource Planning
Responsibility	Your firm's responsibility or role for an opportunity (for example, Prime, Subcontractor, Unknown).	Business Development
Skill	Employee skills, knowledge, or expertise.	Resource Planning
Skill Level	Employee skill levels.	Resource Planning
Skill Usage	Employee skill usage values (how long an employee has been employing the skill).	Resource Planning
State/Province	States or provinces used in opportunity, company, or contact locations, in employee credential information, and so on. Note: To specify states and provinces in the Settings dialog box, first select the country in which they are located. The countries that are available for selection are those you specify for the Country field.	Business Development Resource Planning
Suffix	Suffixes that are added at the end of employee names (for example, Jr. or Sr.).	Business Development Resource Planning

Import List Values

If you activated the Resource Planning module, in addition to entering field list values in the Configuration workspace, you can also import values for the following field lists using the import options in the Integrations & Imports area of Configuration or using an API:

• Citizenship
• Country
• Credential
• Credential Type
• Education
• Labor Category
• Location
• Project Type
• Skill
• Skill Level
• Skill Usage
• State/Province
• Suffix

Values Order in Drop-Down Lists

Regardless of the order in which you define the values for a field list, the values always display for selection in alphanumeric order. If you have a list, such as the list for Opportunity Stage, for which you want the values in an order other than alphanumeric, you can begin each value with a number (for example, 1 Lead) so that sorting alphanumerically results in the sequence you want.

Fields Not Restricted to the List

The following fields provide drop-down lists of values, but they also allow users to enter a value that is not on the drop-down list for the field:

• Contact Title
• Contact Source
• Employee Title
• County
• Opportunity Milestone

Fields that are not restricted to the options on the drop-down list behave differently from other fields in a couple of other ways also:

• If you delete one of the values from the list of standard values for the field, those deleted values remain in any records for which they were previously selected. For fields that restrict entries to values on the drop-down lists, deleting a value removes that value from all records for which it was previously selected.
• If you change a value in the list of standard values in Configuration (correct a typing error, for example), that change does not affect any records for which that value was previously selected. For fields that restrict entries to values on the drop-down lists, changing a value in Configuration also changes that value in all records for which it was previously selected.

When a user enters a value that is not in the drop-down list, that entry only applies to that one instance. It is not added to the standard list of values for that field. The only ways to add a new value to a field list is to add it in the grid on the Lists tab in the Customization area of the Configuration workspace or, for selected lists, import new values from a .CSV file or using the API.

Deleting Values

To delete a value from field list, display the list in the Settings dialog box, hover over the value in the grid, and click X.

In most cases, if the value you want to delete was previously selected as part of a one or more records (a stage to which opportunities are currently assigned, for example), Deltek CRM displays a warning message. If you continue and delete the value, it is removed from all records for which it was selected. The exceptions are values for fields that allow users to type in values that are not included in the drop-down list. For those fields, the value selected for records remains in those records after you delete the value from the list.

Some fields have one or more default values that cannot be deleted because Deltek CRM requires them for internal processing. Those values are noted in the table above.