CRM Project Summary Columns Tab

Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.

Because this is a customer relationship management (CRM) report, you can include both default sections and user-defined sections. You cannot select columns for default sections but you do select the columns for user-defined sections:

  • Default sections — The report can include one or more default sections. Use the options in Sections to Include on the General tab to select the default sections. You cannot change the columns included in each default section.

    For descriptions of the columns in the default sections, see the table in this topic.

  • User-defined sections — To set up one or more user-defined sections, click the User Defined Sections tab. Use the Columns tab to assign columns to each user-defined section. You can select any column on this tab, whether or not that column is also included in a default section. User-defined sections can appear in addition to, or in place of, the default sections for the report.

    See the help topic for the Columns tab of the Project List for descriptions of the columns available for user-defined sections.

Contents

Field Description
Short Name This column displays the name of the project.
Long Name This column displays the project's long name.

If the Long Name field is blank in the Project Info Center, this column displays the project's short name.

Location This column displays the city, state, ZIP code, and country for the project's location.
Project This column displays the project number.
Phase This column displays the phase number.
Task This column displays the task number.
Organization This column displays the organization with which the project is associated. If your firm is not using organizations in Ajera CRM, the report does not display this column.
Primary Client This column displays the name of the client.
Type This column displays the type of project, such as Educational, Commercial, Medical, or Financial.
Responsibility This column displays the level of responsibility your firm has for the project, such as Prime, Joint Venture, or Consultant.
Status This column displays the status of the project: Active, Inactive, or Dormant.
Referable This column contains Y or N (Yes or No) to indicate whether or not the project can be used as a reference when talking with potential clients.
Fed. Project This column contains Y or N (Yes or No) to indicate whether or not the project is for the federal government.
Opportunity This column displays the opportunity associated with the project.
Promotional Project If the project is based on a promotional project, this column displays the project number for the promotional project.
Principal-in-Charge This column displays the name of the principal for the project.
Project Manager This column displays the name of the project manager for the project.
Supervisor This column displays the name of the supervisor for the project.
Team - Employee This column displays the employee's first and last names.
Team - Role This column displays the employee's role on the project (for example, Lead Designer orStructural Engineer ). Employees can have different roles on different projects.
Team - Role Description This column displays a description of the employee's role on the project.
Team - Vendor This column displays the vendor's name.
Team - Role This column displays the vendor's role on the project.
Team - Role Description This column displays a description of thevendor's role on the project.
Client - Name This column displays the client's name.
Client - Role This column displays the client's role on the project (for example, Owner or Developer).
Client - Address This column displays the Client's street address, city, state, and zip code.
Contact - Name The first and last names of the contact at the client firm.
Contact - Title The title by which a contact at the client firm is known; for example, Vice President or Principal.
Contact - Client The name of the client associated with the contact.
Contact - Role The contact's role on this project.
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 Contact This column displays the name of the client contact associated with the activity.
Activities - Client Contact Bus. Phone This column displays the client contact's work telephone number.
Activities - Vendor This column displays the name of the vendor associated with the activity.
Activities - Vendor Contact This column displays the name of the vendor contact associated with the activity.
Activities - Vendor Contact Bus. Phone This column displays the vendor contact's work telephone number.
Activities - Opportunity This column displays the name of the opportunity associated with the activity.
Activities - Project This column displays the name of the project associated with the activity.
Activities - Marketing Campaign This column displays 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.
Dates & Costs - Contract Date This column displays the date on which the contract was awarded to your firm.
Dates & Costs - Bid Date This column displays the date on which your firm first bid on the project.
Dates & Costs - Start Date This column displays the start date of the project.
Dates & Costs - Firm Cost This column displays the portion of the project cost for which your firm is responsible.
Dates & Costs - Construction Completion Date This column displays the date on which your firm completed or will complete all work on the project.
Dates & Costs - Estimated Completion This column displays the date on which the project is or was scheduled to be completed.
Dates & Costs - Actual Completion For a completed project, this column displays the date on which the project was completed.
Dates & Costs - Completion Comment This column displays any comments about the project's completion dates.
Dates & Costs - Total Project Cost Comment This column displays any comments about the project cost (for example, Fee only or Phase I).
Dates & Costs - Firm Cost Comment This column shows any comments about the firm cost.
Dates & Costs - Professional Services Completion Date This column displays the date on which your firm completes all professional services you provide after you have completed construction-related activities on the project.
Project Codes - Code This column displays the project codes for the project.

Project codes enable you to categorize the types of work you expect to do and enter estimated fees for each category. For example, you could set up codes for fire protection, electrical, and plumbing.

Project Codes - SF330 Code This column displays the SF330 code associated with the project code.
Project Codes - Description This column displays the description of the project code.
Project Codes - Fee This column displays the total fee for the work associated with the project code.
Awards - Description This column displays the description of the award or honor associated with the project.
Awards - Institution This column displays the name of the institution or organization that granted the award.
Awards - Award Date This column displays the date on which the award was granted.
Marketing Campaigns - Name This column displays the name of the marketing campaign.
Marketing Campaigns - Number This column displays the numeric identifier for the marketing campaign.