Projects Tab of SF255 Proposals Form

Use the Projects Tab to enter data for the Projects page of an SF255 proposal.

Contents

Field Description
8. Work by firms or joint-venture members... Enter data manually in block 8 a - e, or click , Add Projects and select projects from the Projects lookup. For each project you add through, Add Projects, Ajera CRM enters data from the ProjectInfo Center.

Click in block 8 for these additional options:

  • Delete Projects — Display a list of the projects that are currently in block 8 and delete the ones you do not want.
  • Reorder Projects — Display a list of the projects that are currently in block 8. To reorder them, click a project name, then click Up or Down.
  • Select Graphics — If graphics files are connected to a project record on the Files tab of the Project Info Center, you can use the Select Graphics option to enter the graphic file into block 8.
  • Add Project Descriptions — Display a list of the types of project descriptions available (Brief Description, Detailed Description, and so on) and choose those that you want to include in block 8.

    Add

    The descriptions come from the Projects Info Center > Background tab > Descriptions grid.

a. Project Name & Location

For each project you add through , Add Projects in block 8, Ajera CRM enters data from the Project Name field on the General tab of the Project Info Center.

You can also enter this data manually.

b. Nature of Firm's Responsibility

For each project you add through , Add Projects in block 8, Ajera CRM enters data from the Projects Info Center > Background tab > Descriptions grid for the Description Category selected on the 255 Preferences form.

You can also enter this data manually.

c. Project Owner's Name & Address

For each project you add through , Add Projects in block 8, Ajera CRM enters the name and address for the client identified as Owner on the Clients/Contacts tab of the Project Info Center. Ajera CRM also lists the name and phone number of the contact identified as Owner Contact on the Clients/Contacts tab of the Project Info Center.

If the Owner is listed as the Primary Client on the General Tab of the Project Info Center, and is marked Confidential Client, this field is blank.

d. Completion Date For each project you add through , Add Projects in block 8, Ajera CRM enters data from the Actual Completion field on the Dates & Costs tab of the Project Info Center. It enters data from Estimated Completion if Actual Completion is empty.

If the Completion Date Comment field has data, it is shown below the completion date. If both Estimated Completion and Actual Completion are empty, and Completion Date Comment has data, Ajera CRM uses the Completion Date Comment.

You must enter this data if Ajera CRM does not enter it.

e. Estimated Cost For each project you add through , Add Projects in block 8, Ajera CRM enters data from the Total Project Cost and Firm Cost in the Dates & Costs tab of the Project Info Center.

You must enter this data if Add Projects does not enter it.