Project List 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.

Most available columns show data from the Project Info Center.

Grid Type Options

In addition, you can use this tab to include columns that contain associated data. These are called "grid columns."

The list of columns in this topic includes all available grid columns. However, the grid columns that actually display on the Columns tab vary based on your selection in Grid Type on the General tab of the Options dialog box. The grid column labels begin with the grid type. For example, the each of the contact grid column labels begins with Contacts - (Contacts - Name, Contacts - Title, and so on).

Contents

Field	Description
Project	This column displays the project number.
Phase	This column displays the phase number.
Task	This column displays the task number.
Name	This column displays the name of the project, phase, or task.
Organization Name	This column displays the name of the organization with which the project, phase, or task is associated.
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.
Principal Name	This column displays the name of the principal for the project, phase, or task.
Project Manager Name	This column displays the name of the project manager for the project, phase, or task.
Supervisor Name	This column displays the name of the supervisor for the project, phase, or task.
Project Address 1-3	These columns display the three lines of the project mailing address.
Project City	This column displays the city in which the project is located.
Project State	This column displays the state in which the pproject is located.
Project Zip	This column displays the zip code for the project address.
Project County	This column displays the county in which the project is located.
Project Country	This column displays the country in which the project is located.
Project Phone	This column displays the telephone number for the project location.
Project Fax	This column displays the fax number for the project location.
Project Email	This column displays the email address for the project.
Client Name	This column displays the name of the client firm for which you are performing the work.
Client Address	For clients that use more than one address, this column displays an address description to indicate which address is associated with the project. For example, this column might display one of the following: <Default> — Default address from the Client Info Center Corporate HQ — Address of the client's headquarters London — Address for the client's office in London, UK If you want the report to display client addresses, select the Client Address (concatenated) column.
Promotional Project	If the project is based on a promotional project, this column displays the project number for the promotional project.
Contact Name	This column displays the name of your contact at the client firm.
Phone	This column displays the phone number for the contact.
Fax	This column displays the fax number for the contact.
EMail	This column displays the contact's email address.
Status	This column displays the status of the project: Active, Inactive, or Dormant.
Revenue Type	This column displays the revenue type. The revenue type is a code to identify how Ajera CRM calculates revenue for the task, phase, or project.
Start Date	This column displays the start date of the project, phase, or task.
Description	This column displays the description of the project.
Long Name	This column displays the project's long name If the Long Name field is left blank in the Project Info Center, then this column displays the project's short name.
Client Address (concatenated)	This column displays the client's street address, city, state, and zip code. If the address is too long for the width of the column, it continues on additional lines within the column.
Federal Project	This column displays Y (yes) or N (No) to indicate whether or not the project is for the federal government.
Project Type	This column displays the type of project (for example, Educational, Commercial, Medical, or Federal).
Responsibility	This column displays the level of responsibility your firm has for the project (for example, Prime, Joint Venture, or Consultant).
Referable	This column displays Y (Yes) or N (No) to indicate whether or not the project can be used as a reference when you pursue other contracts.
Estimated Completion	This column displays the date on which the project is or was scheduled to be completed.
Actual Completion	For completed projects, this column displays the actual completion date.
Contract Date	This column displays the date on which your firm was awarded the contract.
Construction Completion Date	This column displays the date on which your firm completed all work.
Professional Services Completion Date	This column displays the date on which your firm completed all professional services
Bid Date	This column displays the date on which your firm first bid on the project.
Completion Comment	This column displays the comments entered for the completion date.
Firm Cost	This column displays the portion of the project cost for which your firm is responsible.
Firm Cost Comment	This column displays the comments entered for the firm cost.
Total Project Cost	This column displays the total cost of the project. This field is also used in Item 8e of the SF255 form: "total construction cost of completed projected (or, where no construction was involved, the approximate cost of your work)."
Total Project Cost Comment	This column displays the comments entered for the total project cost (for example, "Fee only" or "Phase I").
Opportunity	If the project was created from an opportunity, this column displays the opportunity number.
Client Confidential	This column displays Y (Yes) or N (No) to indicate whether or not the client firm's name is confidential and is to be excluded from all proposals. If the client's name is confidential and you include the project in a proposal, Ajera CRM substitutes an alias for the client name.
Confidential Project Alias	This column displays the alternate name that Ajera CRM uses in proposals in place of the actual client name when the client requests that you keep the firm's name confidential.
Create User	This column displays the user ID of the person who created the project record in the Project Info Center.
Create Date	This column displays the date on which the project record was created.
Modify User	This column displays the user ID of the person who most recently modified the project record.
Modify Date	This column displays the date on which the project record was most recently modified.
Memo	This column displays the notes entered in the Memo field on the General tab of the Project Info Center.
Owner Number	This column displays the client number of the client designated as the owner of the project. You specify the owner in Role on the Clients/Contacts tab of the Project Info Center.
Owner Name	This column displays the name the client designated as the owner of the project. You specify the owner in Role on the Clients/Contacts tab of the Project Info Center.
Owner Address Description	This column displays the address description of the client designated as the owner of the project. You specify the owner in Role on the Clients/Contacts tab of the Project Info Center.
Owner Concatenated Address	This column displays the street address, city, state, and ZIP code of the client designated as the owner of the project. If the address is too long for the width of the column, it continues on additional lines within the column. You specify the owner in Role on the Clients/Contacts tab of the Project Info Center.
Activities - Completed	This column displays the completion status of the activity: Pending or Completed.
Activities - Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).
Activities - Subject	This column displays the description of the activity (for example, Initial Consultation, Planning Meeting, Client Lunch, or Follow-up Visit).
Activities - Start Date	This column displays the date and time at which the activity is scheduled to begin.
Activities - Priority	This column displays the relative importance of the activity: High, Medium, or Low.
Activities - Owner	This column displays the name of the employee who is responsible for this activity (the activity owner).
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 business telephone number for the client contact associated with the activity.
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 - Marketing Campaign	This column displays the name 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 is to occur.
Activities - Notes	This column displays additional description or other notes related to the activity.
Awards - Description	This column displays the description of the award (for example, Contractor of the Year).
Awards - Institution	This column displays the name of the institution that granted the award.
Awards - Award Date	This column displays the date you received the award.
Clients - Is Client	This column displays Y (Yes) or N (No) to indicate whether or not the client is classified as a client for the project. You specify how Ajera CRM classifies the client — client, vendor, both, or neither — on the Projects tab of the Client Info Center.
Clients - Is Vendor	This column displays Y (Yes) or N (No) to indicate whether or not the client is classified as a vendor for the project. You specify how Ajera CRM classifies the client — client, vendor, both, or neither — on the Projects tab of the Client Info Center.
Client - Name	This column displays the name of the client associated with the project.
Client - Role	This column displays the client's role on the project (for example, Owner, Developer, or Partner).
Client - Role Description	This column displays additional information about the client's role on the project.
Client - Type	This column displays the client type (for example, Commercial, Government, or Non-Profit).
Client - Status	This column displays the status of the client's relationship with your company: Active, Inactive, or Dormant.
Client - Address Description	For clients that use more than one address, this column displays an address description to indicate which address is associated with the project. For example, this column might display one of the following: <Default> — Default address from the Client Info Center Corporate HQ — Address of the client's headquarters London — Address for the client's office in London, UK
Client - Phone	This column displays the client's telephone number.
Client - Address1	This column displays the client's street address or post office box.
Client - City	This column displays the city for the client's mailing address.
Client - State	This column displays the state for the client's mailing address.
Client - ZIP	This column displays the ZIP code for the client's mailing address.
Contacts - Name	This column displays the name of a contact associated with the project.
Contacts - Client	This column displays the client with which the contact is associated.
Contacts - Role	This column displays the contact's role on the project (for example, Owner, Project Manager, or Primary Contact).
Contacts - Role Description	This column displays additional information about the contact's role on the project.
Contacts - Title	This column displays the contact's title (for example, Director, Project Manager, or CEO).
Contacts - Phone	This column displays the contact's telephone number.
Contacts - Address1	This column displays the street address or post office box for the contact.
Contacts - City	This column displays the city for the contact's address.
Contacts - State	This column displays the state for the contact's address.
Contacts - ZIP	This column displays the zip code for the contact's address.
Descriptions - Category	This column displays the description category (for example, Resume Description).
Descriptions - Description	This column displays the full text of the description.
Employees - Name	This column displays the name of the employee working on the project.
Employees - Role	This column displays the employee's role on the project (for example, Lead Architect, Structural Engineer, or Assistant Project Manager).
Employees - Role Description	This column displays additional description of the employee's role on the project.
Employees - Team Status	This column displays the employee's status as a member of the project team.
Employees - Hours	This column displays the hours the employee has worked on the project.
Employees - Title	This column displays the employee's job title.
Employees - Status	This column displays the employee's employment status at your firm.
Employees - Start Date	This column displays the date on which the employee started, or will start, work on the project.
Employees - End Date	The date on which the employee stopped, or stop, work on the project.
Links - Description	This column displays a brief description of the file link or Web address (URL).
Links - File Path	This column contains one of the following: The complete file path for an external file link. This path includes the file link name and extension. If you preview the report, you can click the file link 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 link to go to that address.
Links - 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 this project.
Marketing Campaigns - Number	This column displays the number of the marketing campaign associated with this project.
Project Codes - Project 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 projectcode.
Project Codes - Fees	This column displays the total fee for the work associated with the project code.
Project Codes - Seq.	This column displays the sorting sequence code for the project code.
Vendors - Name	This column displays the name of a vendor (or consultant) working on the project.
Vendors - Role	This column displays the vendor's role on the project team (for example, Surveying, Printing, or Security).
Vendors - Role Description	This column displays additional information about the vendor's role on the project.
Vendors - Team Status	This column displays the vendor's status on the project team.
Vendors - Cost Amounts	This column displays the total paid to this vendor for the project to date.
Vendors - Status	This column displays the vendor's status with your firm.
Vendors - Address Description	For vendors that use more than one address, this column displays an address description to indicate which address is associated with the project. For example, this column might display one of the following: <Default> — Default address from the Vendor Info Center Corporate HQ — Address of the vendor's headquarters London — Address for the vendor's office in London, UK
Vendors - Address1	This column displays the vendor's street address or post office box.
Vendors - City	This column displays the city for the vendor's address.
Vendors - State	This column displays the state for the vendor's address.
Vendors - ZIP	This column displays the ZIP code for the vendor's address.
Service Profile Code	If Fee Estimate is enabled in Configuration > General > Opportunity Settings, this column displays the code for the service profile that is associated with the project.
Service Profile Description	If Fee Estimate is enabled in Configuration > General > Opportunity Settings, this column displays the description for the service profile that is associated with the project.