| 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.
|
|
ProjectPrincipal
|
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 A/R 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 A/R 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
|
This column displays the name of the
client associated with the activity.
|
| Activities - Contact
|
This column displays the name of the contact associated with the activity.
|
| Activities - Contact Bus. Phone
|
This column displays the 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).
|
| Files - Description
|
This column displays a brief description of the file or Web address (URL).
|
| Files - File Path
|
This column contains one of the following:
- The complete path for an external file. This path includes the file name and extension. If you preview the report, you can click the file path 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 file path to go to that address.
|
| Files - Graphic
|
This column contains a
Y or
N (yes or no) to indicate 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.
|