Project List Export
Use the Project List Export report to download project data to a Microsoft Excel spreadsheet file or other file format.
Contents
| Column | Description |
|---|---|
| Project | This column displays the project identifier. |
| Phase | This column displays the phase identifier. |
| Task | This column displays the task identifier. |
| Project Name | This column displays the project name. |
| Phase Name | This column displays the phase name. |
| Task Name | This column displays the task name. |
| Principal Name | This column displays the name of the Principal who is associated with the project. |
| Project Manager Name | This column displays the name of the Project Manager who is associated with the project. |
| Supervisor Name | This column displays the name of the Supervisor who is associated with the project. |
| Client Name | This column displays the name of the client associated with the project. |
| Client Address | If the client has more than one address, this column indicates which address is associated with the project. This column shows a description of the address, not the actual address.
<Default> indicates that the customer's default address is associated with the project. If you want to the report to include the client's full addresses, select the Client Address (Concatenated) column. |
| Compensation | This column displays the total project amount for the task, phase, or project. |
| Status | This column displays the status of the project (for example, Active, Inactive, or Dormant). |
| Organization Code | This column displays the code for the organization with which the project is associated. |
| Organization Name | This column displays the name of the organization with which the project is associated. |
| Start Date | This column displays the start date of the project. |
| End Date | This column displays the completion date of the project. |
| Contact ID | This column displays the identifier of the contact at the client firm. |
| Contact Name | This column displays the name of the contact at the client firm. |
| Long Name | This column displays the project's long name. If no long name was entered for the project, this column displays the project's short name. |
| Client Address (concatenated) | This column displays the client's street address, city, state, and ZIP code, in a single column on the report. |
| Address 1 - 3 | These columns display the client's street address information (street name and number, suite number, postal box number, and so on). |
| City | This column displays the city from the client's address. |
| State | This column displays the two-character abbreviation for the state from the client's address. |
| ZIP | This column displays the ZIP code from the client's address. |
| Country | This column displays the country from the client's address. |
| County | This column displays the county in which the client is located. |
| Federal Contract | This column contains Y or N (Yes or 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, or Medical). |
| Responsibility | This column displays the level of responsibility that your company has for the project (for example, Prime, Joint Venture, or Consultant). |
| 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. |
| Estimated Completion | This column displays the date on which the project is or was scheduled to be completed. |
| Actual Completion | For a completed project, this column displays the date on which the project was finished. |
| Contract Date | This column displays the date on which the project was awarded to your company. |
| Bid Date | This column displays the date on which your company first bid on the project. |
| Completion Comment | This column displays comments about the project's completion. |
| Firm Cost | This column displays the portion of the project cost for which your company is responsible. |
| Firm Cost Comment | This column displays comments related to the portion of the project cost for which your company is responsible. |
| Total Contract Cost | This column displays the total cost of the project. |
| Total Contract Cost Comment | This column displays comments related to the total cost of the project. |
| Opportunity | If the project record was created from an existing opportunity record, this column displays the number of the opportunity record. |
| Client Confidential | This column contains
Y or
N (Yes or No) to indicate whether or not the client's name is confidential.
If the client company's name is confidential, it is excluded from all proposals. When you include the project in a proposal, an alias that you specify is substituted for the customer name. |
| Client Alias | If the client's name is confidential, this column displays the alternate name that is used to refer to that client in proposals. |
| Phone | This column displays the phone number for the project location. |
| Fax | This column displays the fax number at the project location. |
| This column displays the contact's email address. |