| Available Columns |
Description |
Date Range Available |
Chartable |
Links to Page |
| General Information
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| BD - AE Status |
Indicates if you have worked with the primary architecture or engineering firm on the project in the past
Repeat means that you have, and New means that you have not.
The status is selected on the Marketing Info subtab of the Business Development subtab in the Project Command Center.
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| BD - Awarded To |
The firm that won the contract for the project |
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Contact |
| BD - Client Description |
A description of the client associated with the BD phase |
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Client |
| BD - Client Status |
Indicates if you have worked with the client in the past
Repeat means that you have, and New means that you have not.
The status is selected on the Marketing Info subtab of the Business Development subtab in the Project Command Center.
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| BD - Contact 1 Information |
Information about the contact people associated with the project
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Contact |
| BD - Contact 1 Text |
Text about the contact people associated with the project
You enter the text on the Contacts subtab of the Business Development subtab in the Project Command Center.
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Contact |
| BD - Contact 2 Information |
Information about the contact people associated with the project
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Contact |
| BD - Contact 2 Text |
Text about the contact people associated with the project
You enter the text on the Contacts subtab of the Business Development subtab in the Project Command Center.
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Contact |
| BD - Contact 3 Information |
Information about the contact people associated with the project
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Contact |
| BD - Contact 3 Text |
Text about the contact people associated with the project
You enter the text on the Contacts subtab of the Business Development subtab in the Project Command Center.
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Contact |
| BD - Contact 4 Information |
Information about the contact people associated with the project
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Contact |
| BD - Contact 4 Text |
Text about the contact people associated with the project
You enter the text on the Contacts subtab of the Business Development subtab in the Project Command Center.
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Contact |
| BD - Contact 5 Information |
Information about the contact people associated with the project
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Contact |
| BD - Contact 5 Text |
Text about the contact people associated with the project
You enter the text on the Contacts subtab of the Business Development subtab in the Project Command Center.
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Contact |
| BD - Description |
A description entered for the Business Development phase of the project
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| BD - Final Disposition Reason |
The reason why your firm won, lost, or declined the project
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| BD - Final Disposition Status |
Indicates if your firm won, lost or declined the project |
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| BD - Notes |
Any notes about the project
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| BD - Owner Status |
Indicates if you have worked with the company paying for the project in the past
Repeat means that you have, and New means that you have not.
The status is selected on the Marketing Info subtab of the Business Development subtab in the Project Command Center.
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| BD - Priority |
The importance of the project: as low, medium, or high
This information is useful for reporting purposes or for quickly sorting and grouping projects by priority.
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| BD - Scope Of Work |
A description of work to be performed for the project
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| Client |
The name of the client associated with the phase
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Client |
| Company Name |
The name of the company associated with the phase |
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Company |
| Department Name |
The name of the department associated with the phase
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Department |
| Is Detail |
Indicates that the phase allows time and expense entry |
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| Notes |
Any notes entered on the Notes tab of the phase
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| Order |
Indicates the order of the phase in the project structure |
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| Phase Description |
The name of the phase
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Phase |
| Phase ID & Description |
The ID and description of the phase
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Phase |
| Phase ID |
The ID of the phase
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Phase |
| Phase Level |
Text that prints on the invoice under the particular phase name
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| Phase Status |
The status of the phase
Examples: Active, Billing Hold, Closed, Hold, Marketing, Preliminary, Work Hold
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| Project Description |
The name of the project associated with the phase |
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Project |
| Project ID & Description |
The ID and description of the project associated with the phase |
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Project |
| Project ID |
The ID of the project associated with the phase |
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Project |
| Project Type |
The type of project
Examples: Commercial, Educational Facilities, Environmental Planning, Interiors, Medical Facilities, Residential
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Project Type |
| Reported Percent Complete |
The RPC or percent of work that is complete as of the % complete date, as entered on the Manage tab of the project |
X |
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| People
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| BD - AE Name |
The name of the primary architecture or engineering firm on the project
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Contact |
| BD - Contact 1 Name |
The names of the contact people associated with the project
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Contact |
| BD - Contact 2 Name |
The names of the contact people associated with the project
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Contact |
| BD - Contact 3 Name |
The names of the contact people associated with the project
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Contact |
| BD - Contact 4 Name |
The names of the contact people associated with the project
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Contact |
| BD - Contact 5 Name |
The names of the contact people associated with the project
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Contact |
| BD - Current Stage |
Indicates where your proposal is in the Business Development process
Examples: Completed, Deferred, In Progress, Not Started, Waiting
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| BD - Owner Name |
The name of the company paying for the project
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Contact |
| Marketing Contact |
The name of the marketing contact associated with the phase
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Employee |
| Principal In Charge |
The name of the principal associated with the phase
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Project Manager |
| Project Manager |
The name of the project manager associated with the phase
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Project Manager |
| Dates
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| Actual Completion Date |
The actual date when work is complete on the phase
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| Actual Start Date |
The actual date when work begins on the phase
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| Estimated Completion Date |
The date when work is scheduled to be complete on the phase, as entered on the Manage tab of the project
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| Estimated Start Date |
The date when work is scheduled to begin on the phase, as entered on the Manage tab of the project
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| Next Task Date |
The date of the next task associated with the phase
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| Reported Percent Complete Date |
The date when you report the percent of work that is complete on the phase, as entered on the Manage tab of the project
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X |
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| Hours/Units
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| BD - Hours Budget Factored |
The number of budgeted hours in the contract that your firm has a chance of winning:
Hours Budget Open x Chance of Winning
This information is useful when reviewing reports to help predict future workload.
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| BD - Hours Budget Lost/Declined |
The total number of budgeted hours in the contract lost or declined by your firm
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| BD - Hours Budget Open |
The total number of budgeted hours to be awarded to the winner of the contract
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| BD - Hours Budget Won |
The total number of budgeted hours awarded to your firm
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| Hours Budget |
The total number of hours budgeted for the phase
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| Hours Worked |
The total number of hours worked on the phase
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| Premium 1 Hours Worked |
The total premium 1 hours charged to this phase |
X |
X |
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| Premium 2 Hours Worked |
The total premium 2 hours charged to this phase |
X |
X |
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| Premium 3 Hours Worked |
The total premium 3 hours charged to this phase |
X |
X |
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| Regular Hours Worked |
The total regular hours worked this phase |
X |
X |
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| Dollars
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| BD - Chance Of Winning |
The percent probability that your firm can win the project
This information is useful when reviewing reports to help predict future workload. You can also sort projects in the project list by the percent chance of winning.
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| BD - Construction Cost |
The total construction cost of the project
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| BD - Consultant Contract Factored |
The contract amount for consultant costs that your firm has a chance of winning:
Consultant Contract Open x Chance of Winning
This information is useful when reviewing reports to help predict future income.
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| BD - Consultant Contract Lost/Declined |
Amount of consultant contract lost or declined based on the marketing stage final disposition status
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| BD - Consultant Contract Open |
Amount of constant contract open based on the marketing stage final disposition status
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| BD - Consultant Contract Won |
Amount of constant contract won based on the marketing stage final disposition status
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| BD - Consultant Fee |
The amount of fees charged by subconsultants you are using on the project
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| BD - Expense Contract Factored |
The contract amount for expenses that your firm has a chance of winning:
Expense Contract Open x Chance of Winning
This information is useful when reviewing reports to help predict future income.
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| BD - Expense Contract Lost/Declined |
Amount of expense contract lost or declined based on the marketing stage final disposition status
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| BD - Expense Contract Open |
Amount of expense contract open based on the marketing stage final disposition status
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| BD - Expense Contract Won |
Amount of expense contract won based on the marketing stage final disposition status
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| BD - Firm Fee |
The contract amount for the project
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| BD - Labor Contract Factored |
The contract amount for labor that your firm has a chance of winning:
Labor Contract Open x Chance of Winning
This information is useful when reviewing reports to help predict future income.
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| BD - Labor Contract Lost/Declined |
Amount of labor contract lost or declined based on the marketing stage final disposition status
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| BD - Labor Contract Open |
Amount of labor contract open based on the marketing stage final disposition status
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| BD - Labor Contract Won |
Amount of labor contract won based on the marketing stage final disposition status
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| BD - Total Contract Factored |
The total contract amount that your firm has a chance of winning:
Total Contract Open x Chance of Winning
This information is useful when reviewing reports to help predict future income.
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| BD - Total Contract Lost/Declined |
Amount of total contract lost or declined based on the marketing stage final disposition status
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| BD - Total Contract Open |
Amount of total contract open based on the marketing stage final disposition status
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BD - Total Contract Won
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Amount of total contract won based on the marketing stage final disposition status
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| BD - Total Cost |
The total cost of the project for the owner
It includes permits, fees, construction, design, furnishings, and so on.
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| BD - Total Fee |
The total amount of fees charged for the project, including your firm's fees and fees charged by subconsultants
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| Consultant Cost Budget |
The amount budgeted for consultants for the phase
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| Cost Burdened |
Total cost amount entered including overhead multipliers
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X |
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| Cost Consultant |
Total consultant cost amount
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X |
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| Cost Expense |
Total expense cost amount
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X |
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| Cost Labor Burdened |
Total labor cost amount including overhead multipliers
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X |
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| Cost Labor |
Total labor cost amount
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| Cost |
Total cost amount
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X |
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| Expense Cost Budget |
The amount budgeted for expenses for the phase
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| Labor Cost Budget |
The amount budgeted for labor for the phase
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| Payroll Cost Burdened w/Exp & Cons |
Total payroll cost amount with overhead multipliers plus expense and consultant cost
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X |
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| Payroll Cost Labor Burdened |
Total payroll cost amount with overhead multipliers
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X |
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| Payroll Cost Labor |
Total payroll cost amount
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X |
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| Payroll Cost w/Exp & Cons |
Total payroll cost amount with expense and consultant cost
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X |
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| Spent Consultant |
Consultant spent amount
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| Spent Expense |
Expense spent amount
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X |
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| Spent Labor |
Labor spent amount
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| Spent |
Total spent amount
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X |
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| Keys
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| BD - AE Key |
The database identifier of the primary architecture or engineering firm on the project
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Contact |
| BD - Awarded To Key |
The database identifier of the firm that won the contract for the project
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Contact |
| BD - Client Key |
The database identifier of the client associated with the BD phase
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Client |
| BD - Contact 1 Key |
The database identifiers of the contact people associated with the project
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Contact |
| BD - Contact 2 Key |
The database identifiers of the contact people associated with the project
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Contact |
| BD - Contact 3 Key |
The database identifiers of the contact people associated with the project
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Contact |
| BD - Contact 4 Key |
The database identifiers of the contact people associated with the project
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Contact |
| BD - Contact 5 Key |
The database identifiers of the contact people associated with the project
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Contact |
| BD - Owner Key |
The database identifier of the company paying for the project
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Contact |
| Client Key |
The database identifier of the client associated with the phase
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Client |
| Company Key |
The database identifier of the company associated with the phase
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Company |
| Department Key |
The database identifier of the department associated with the phase
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Department |
| Marketing Contact Key |
The database identifier of the marketing contact associated with the phase
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Employee |
| Phase Key |
The database identifier of the phase
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Phase |
| Principal In Charge Key |
The database identifier of the principal associated with the phase
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Project Manager |
| Project Key |
The database identifier of the project associated with the phase
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Project |
| Project Manager Key |
The database identifier of the project manager associated with the phase
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Project Manager |
| Project Type Key |
The database identifier of the project type associated with the phase
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Project Type |
| Gantt
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unavailable in ajeraCore Select to add the Gantt chart to your table widget.
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