Projects Table Formats (PR)
Follow Vision specifications for preparing a file containing project data.
| Field Name | Data Type | Length | Notes |
|---|---|---|---|
| WBS1 | varchar | 30 | Project number; primary key |
| WBS2 | varchar | 7 | Reference field for the project phase; this column is populated by Vision after the WBS1 column in this table is filled in; primary key; must have at least one blank space |
| WBS3 | varchar | 7 | Reference field for the project task; this column is populated by Vision after the WBS1 column in this table is filled in; primary key; must have at least one blank space |
| Name | varchar | 40 | Project name; required field |
| ChargeType | varchar | 1 | Variable indicating the project's charge type; required field; must exist in CFGChargeType (Type/Label)
Valid options are: |
| SubLevel | varchar | 1 | Variable indicating whether or not the project has phases and tasks; default is N (No) |
| Principal | varchar | 20 | Principal's employee number; must exist in EM |
| ProjMgr | varchar | 20 | Project manager's employee number; must exist in EM |
| Supervisor | varchar | 20 | Project, phase, or task supervisor's employee number; must exist in EM |
| ClientID | varchar | 32 | Client number; must exist in CL (ClientID/Client) |
| CLAddress | varchar | 20 | Client address code; must exist in CLAddress |
| Fee | decimal | 19,4 | Sum of fees for direct labor and direct expense in project currency; cannot enter unless ChargeType = R and Sublevel = N |
| FeeBillingCurrency | decimal | 19,4 | Sum of fees for direct labor and direct expense in billing currency; cannot enter unless ChargeType = R and Sublevel = N |
| FeeFunctionalCurrency | decimal | 19,4 | Sum of fees for direct labor and direct expense in functional currency; cannot enter unless ChargeType = R and Sublevel = N |
| FeeDirLab | decimal | 19,4 | Project's fee for direct labor in project currency; cannot enter unless ChargeType = R and Sublevel = N |
| FeeDirLabBillingCurrency | decimal | 19,4 | Project's fee for direct labor in billing currency; cannot enter unless ChargeType = R and Sublevel = N |
| FeeDirLabFunctionalCurrency | decimal | 19,4 | Project's fee for direct labor in functional currency; cannot enter unless ChargeType = R and Sublevel = N |
| FeeDirExp | decimal | 19,4 | Project's fee for direct expense in project currency; cannot enter unless ChargeType = R and Sublevel = N |
| FeeDirExpBillingCurrency | decimal | 19,4 | Project's fee for direct expense in billing currency; cannot enter unless ChargeType = R and Sublevel = N |
| FeeDirExpFunctionalCurrency | decimal | 19,4 | Project's fee for direct expense in functional currency; cannot enter unless ChargeType = R and Sublevel = N |
| ConsultFee | decimal | 19,4 | Project's direct consultant fee in project currency; cannot enter unless ChargeType = R and Sublevel = N |
| ConsultFeeBillingCurrency | decimal | 19,4 | Project's direct consultant fee in billing currency; cannot enter unless ChargeType = R and Sublevel = N |
| ConsultFeeFunctionalCurrency | decimal | 19,4 | Project's direct consultant fee in functional currency; cannot enter unless ChargeType = R and Sublevel = N |
| ReimbAllow | decimal | 19,4 | Project's reimbursable allowance in project currency; cannot enter unless ChargeType = R and Sublevel = N |
| ReimbAllowBillingCurrency | decimal | 19,4 | Project's reimbursable allowance in billing currency; cannot enter unless ChargeType = R and Sublevel = N |
| ReimbAllowFunctionalCurrency | decimal | 19,4 | Project's reimbursable allowance in functional currency; cannot enter unless ChargeType = R and Sublevel = N |
| ReimbAllowExp | decimal | 19,4 | Project's reimbursable allowance for expenses in project currency; cannot enter unless ChargeType = R and Sublevel = N |
| ReimbAllowExpBillingCurrency | decimal | 19,4 | Project's reimbursable allowance for expenses in billing currency; cannot enter unless ChargeType = R and Sublevel = N |
| ReimbAllowExpFunctionalCurrency | decimal | 19,4 | Project's reimbursable allowance for expenses in functional currency; cannot enter unless ChargeType = R and Sublevel = N |
| ReimbAllowCons | decimal | 19,4 | Project's reimbursable allowance for consultants in project currency; cannot enter unless ChargeType = R and Sublevel = N |
| ReimbAllowConsBillingCurrency | decimal | 19,4 | Project's reimbursable allowance for consultants in billing currency; cannot enter unless ChargeType = R and Sublevel = N |
| ReimbAllowConsFunctionalCurrency | decimal | 19,4 | Project's reimbursable allowance for consultants in functional currency; cannot enter unless ChargeType = R and Sublevel = N |
| BudOHRate | decimal | 9 | Project's budgeted overhead rate; cannot enter unless ChargeType = R and Sublevel = N |
| Status | varchar | 1 | Project's status; valid options are A (Active), I (Inactive), or D (Dormant); required field; must exist in CFGProjectStatus (Code/Description) |
| RevType | varchar | 10 | Project's revenue method; must exist in CFGRGMethods (Method/Description); cannot enter unless ChargeType = R and Sublevel = N |
| MultAmt | decimal | 9 | Multiplier or amount to use for the project when running Revenue Generation; cannot enter unless ChargeType = R and Sublevel = N |
| Org | varchar | 14 | Project's organization; must exist in Organization |
| UnitTable | varchar | 20 | Default unit table to use for the project; must exist in UnitTable |
| StartDate | datetime | 8 | Expected start date for the project |
| EndDate | datetime | 8 | Expected end date for the project |
| PctComp | decimal | 9 | Estimated overall percent complete for the project |
| LabPctComp | decimal | 9 | Estimated labor percent complete for the project |
| ExpPctComp | decimal | 9 | Estimated expense percent complete for the project |
| BillByDefault | varchar | 1 | Variable indicating whether or not certain project expenses are billable to the client. Valid options are Y (Yes, Billable), N (No, Nonbillable), or C (Category-specific) |
| BillableWarning | varchar | 1 | Type of message to display in Expense when the user charges certain expenses to the project; valid options are E (Error), W (Warning), or N (None) |
| Memo | text | 16 | Memo field for comments on the project |
| BudgetedFlag | varchar | 1 | Budgeted labor code check for timesheets. Valid options are N (None), W (Warning), or E (Error) |
| BudgetedLevels | varchar | 5 | Project's budgeted labor code levels; used when budgeted validation is in effect for timesheets |
| BillWBS1 | varchar | 30 | Reference project for the Unbilled Detail Report |
| BillWBS2 | varchar | 7 | Reference field for the project phase |
| BillWBS3 | varchar | 7 | Reference field for the project task |
| XCharge | varchar | 1 | Setting to use for cross charges to the project; valid options are G (Global, default), N (None), or P (Project) |
| XChargeMethod | smallint | 2 | Cross-charge method for the project; valid options are 1 (Billing Terms) or 0 (Multiplier) |
| XChargeMult | decimal | 9 | Cross-charge multiplier for the project |
| Closed | int | 4 | Reserved for future use |
| ReadOnly | int | 4 | Reserved for future use |
| DefaultEffortDriven | int | 4 | Reserved for future use |
| DefaultTaskType | int | 4 | Reserved for future use |
| VersionID | int | 4 | Reserved for future use |
| ContactID | varchar | 32 | Contact record number for the primary contact; must exist in Contacts (ContactID/(LastName,FirstName,MiddleName,ClientID/Client)) |
| CLBillingAddr | varchar | 20 | Client's billing address; must exist in CLAddress |
| LongName | varchar | 255 | Project's long name |
| Address1 | varchar | 50 | First line of the project's address |
| Address2 | varchar | 50 | Second line of the project's address |
| Address3 | varchar | 50 | Third line of the project's address |
| City | varchar | 30 | City of the project's address |
| State | varchar | 10 | State of the project's address.
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 | ZIP code of the project's address |
| County | varchar | 50 | County of the project's address |
| Country | varchar | 40 | Country of the project's address |
| FederalInd | varchar | 1 | Variable indicating whether or not this is a federal project; default is N (No) |
| ProjectType | varchar | 10 | Project type; must exist in CFGProjectType (Code/Description) |
| Responsibility | varchar | 10 | Organization's project responsibility; must exist in CFGPRResponsibility (Code/Description) |
| Referable | varchar | 1 | Variable indicating whether or not the project can be used as a work reference in proposals; default is N (No) |
| EstCompletionDate | datetime | 8 | Project's estimated completion date |
| ActCompletionDate | datetime | 8 | Project's actual completion date |
| ContractDate | datetime | 8 | Project contract's award date |
| BidDate | datetime | 8 | Date when the organization submitted its bid on the project |
| ComplDateComment | varchar | 20 | User-entered comment regarding the completion date |
| FirmCost | decimal | 9 | Organization's total cost for completing the project |
| FirmCostComment | varchar | 20 | User-entered comment regarding the Firm Cost |
| TotalProjectCost | decimal | 9 | Total project cost |
| TotalCostComment | varchar | 20 | User-entered comment regarding the Project Cost |
| OpportunityID | varchar | 32 | Project's Opportunity record number; must exist in Opportunity (OpportunityID/Opportunity) |
| ClientConfidential | varchar | 1 | Variable indicating whether the client's name will be used in proposals or replaced with an alias; default is N (No), the client's name is not confidential |
| ClientAlias | varchar | 100 | Client alias to use in proposals if the client is confidential |
| AvailableForCRM | varchar | 1 | Variable indicating whether or not the record is available to CRM users; default is Y (Yes) |
| ReadyForApproval | varchar | 1 | Variable indicating whether or not the record is available to Accounting users |
| ReadyForProcessing | varchar | 1 | Variable indicating whether or not the record is approved for use in transaction processing |
| BillingClientID | varchar | 32 | Client record number for the billing client; must exist in CL (ClientID/Client) |
| BillingContactID | varchar | 32 | Contact record number for the billing contact; must exist in Contacts (ContactID/(LastName,FirstName,MiddleName,ClientID/Client)) |
| Phone | varchar | 24 | Project location telephone number |
| Fax | varchar | 24 | Project location facsimile transmission telephone number |
| varchar | 50 | Project location email address | |
| ProposalWBS1 | varchar | 30 | Promotional project linked to the record; must exist in PR |
| CostRateMeth | smallint | 2 | Project's cost rate method |
| CostRateTableNo | smallint | 2 | Cost rate table number |
| PayRateMeth | smallint | 2 | Project's pay rate method |
| PayRateTableNo | smallint | 2 | Pay rate table number |
| Locale | varchar | 2 | Project's payroll tax locale |
| LineItemApproval | varchar | 1 | Variable indicating the project's timesheet line item approval setting; valid options are Yes, No, or System (the default) |
| LineItemApprovalEK | varchar | 1 | Variable indicating the project's expense report line item approval setting; valid options are Yes, No, or System (the default) |
| BudgetSource | varchar | 1 | This field is active only when BudgetedFlag is set to Error or Warning. The budget to use for budget validation of timesheets; valid options are Project Planning or Budget Worksheet |
| BudgetLevel | varchar | 1 | This field is active only when the BudgetSource is Project Planning;valid options are Employee Only, Labor Code Only, or Both |
| ProfServicesComplDate | date | 4 | User-entered value in Prof. Services Compl. Dt. on the project's Background tab; used to auto-populate Part I, block 19 (2) Year Completed - Professional Services of an SF330 proposal |
| ConstComplDate | date | 4 | User-entered value in Cons. Compl. Dt. on the project's Background tab; used to auto-populate Part I, block 19 (2) Year Completed - Construction of an SF330 proposal |
| ProjectCurrencyCode | varchar | 3 | Project's functional currency |
| ProjectExchangeRate | numeric | 9 | The exchange rate for the project's currency. In the Project Info Center, this rate is entered in the Exchange Rate field under the Project Currency field on the Budget & Revenue tab. |
| BillingCurrencyCode | varchar | 3 | Project's billing currency |
| BillingExchangeRate | numeric | 9 | The exchange rate for the project's billing currency. In the Project Info Center, this rate is entered in the Exchange Rate field under the Billing Currency fieldon the Budget & Revenue tab. |
| RestrictChargeCompanies | varchar | 1 | Flag indicating whether or not charges to the project are restricted to named companies; valid options are Y (Yes) or N (No) |
| RevUpsetLimits | varchar | 1 | Variable indicating whether or not revenue upset limits are enabled for the project |
| RevUpsetWBS2 | varchar | 7 | Variable indicating whether or not revenue upset limits are enabled at the phase level |
| RevUpsetWBS3 | varchar | 7 | Variable indicating whether or not revenue upset limits are enabled at the task level |
| RevUpsetIncludeComp | varchar | 1 | Variable indicating whether or not to include compensation in the project's revenue upset limit |
| RevUpsetIncludeCons | varchar | 1 | Variable indicating whether or not to include consultant expense in the project's revenue upset limit |
| RevUpsetIncludeReimb | varchar | 1 | Variable indicating whether or not to include reimbursable expense in the project's revenue upset limit |
| PORMBRate | numeric | 9 | Reimbursable expense markup for the project's committed expenses from purchase orders |
| POCNSRate | numeric | 9 | Consultant expense markup for the project's committed expenses from purchase orders |
| PlanID | varchar | 32 | Internal identifier for the plan record |
| TKCheckRPDate | varchar | 1 | Flag indicating whether Vision Time should check task start and end dates in Resource Planning |