Firms Associations Tab

Use the Associations tab in the Firms hub to create and maintain lists of the projects, and other firms that are associated with a firm.

Contents

Firm hierarchies are enabled in Settings > General > Firm Hierarchy .

• This [firm] only: Select this option to only display records directly associated with this firm. This option applies to both grids. This option displays when a firm hierarchy is established.
• This [firm] and all lower levels of the hierarchy: Select this option to display all records associated to this record and any records associated to records lower in the hierarchy from this firm. For example, you are viewing a parent firm and want to see all associations of the current firm as all associations of firms that are children to the current firm. This option applies to both grids. This option displays when a firm hierarchy is established.

Note that if the firm's Status is Inactive, Dormant, the Inactive Firm dialog box displays when you attempt to associate a project record. Use this dialog box to change the status to Active if needed.

Much of the information for Vantagepoint is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

Projects Grid

This grid displays the projects associated with the firm. You can establish the association of a project with the firm by selecting the project in this grid or by selecting the firm in the Firms grid on the Team tab for the project in the Projects hub. If you add, edit, or delete information in this grid, that change is also reflected in the Firms grid for the project. To add another project association, click + Add Project below the grid and use the drop-down lists to select project information.

Field	Description
Name	This column displays the name of the project. Click the name to display a tooltip containing project information: primary client, primary contact, role, description, and status. Click More in the tooltip to display the full project 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 project for a new association, type one or more characters from the project name to select from a list of projects whose names contain those characters. Click to select from the full list of projects. If the project has not yet been added, you can click + Add Project below the grid and use the drop-down lists to select project information.
Primary Client	This field displays the name of the primary client that is associated with the project. Click the name to display a tooltip containing firm information. Click More in the tooltip to display the full firm 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.)
Primary Contact	This field displays the primary contact associated with the project. Click the name to display a tooltip containing contact information. Click More in the tooltip to display the full contact 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.)
Type	This column displays whether the firm is a client or vendor for this project. For example: If the Firm Type is set to Client, the firm's type for the project defaults to Client. If the Firm Type is set to Vendor, the firm's type for the project defaults to Vendor. If the Firm Type is set to Client and Vendor, or neither, you must select a Type in this field. The Firm Type that is specified in this field dictates the options that are available in the Role field. For example, if the Firm Type is set to Client, then the Role options are Subcontractor and Client. Or, if the Firm Type is set to Vendor, the Role options are Architect, Cost Estimating, and so on. Your system administrator defines these options.
Role	This column displays the firm's role in relation to the project, such as Owner or Electrical Engineering. To select a different role, click in this field.
Role Description	This column displays a more detailed description of the firm's role on the project. Click if you want to apply special formatting to the description or if you want to enter or display the complete text of a longer description.
Stage	This field displays the project's stage in the pipeline, such as Pending or Awarded. This field only displays if the CRM, CRM Plus, or Resource Planning module is activated.
Status	This field displays an icon representing the project's status: green for Active, gray for Inactive, and black for Dormant.
	Hover over or select a row and click at the end of the row to remove the project association.
+ Add Project	To associate another project with the firm, click this link and select the project. Click to select the project from the full list, or type one or more characters from the project name in the Name field to select it from a filtered list.

Firms Grid

This grid displays the firms associated with the firm if you are not using firm hierarchies. To add another firm association, click + Add Firm below the grid.

Field	Description
Name	This column displays the name of the firm. Click the name to display a tooltip containing firm information. Click More in the tooltip to display the full firm 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 firm for a new association, type one or more characters from the project name to select from a list of firms whose names contain those characters. Click to select from the full list of firms.
Relationship	Select a relationship that describes the firm's relationship, such as Competitor. To select a different relationship, click in this field.
Relationship Description	Enter a description of the firm's relationship. Click if you want to apply special formatting to the description or if you want to display the complete text of a longer description.
	Hover over or select a row and click at the end of the row to remove the firm association.
+ Add Firm	To associate another firm with this firm, click this link and select the firm. Click to select the firm from the full list, or type one or more characters from the firm name in the Name field to select it from a filtered list.