System Labels and Custom Labels
You can use the Labels form of the Labels and Lists Settings to replace the default DPS labels with those that are used in your firm (for example, replace the default "Client" with "Customer"). If you enter a custom label, it is used throughout the DPS user interface and online help in place of the default label.
This option enables you to easily modify DPS to use key terms that are in use in your firm and familiar to your employees. Many firms substitute at least a few of their own labels for the default labels.
System Labels
On the Labels form of the Labels and Lists Settings, the System Label column displays a set of standard labels as a baseline. That column is for reference only.
Custom Labels
The labels in the Custom Label column are the labels that DPS actually uses. The default labels in this column when you install DPS are based on your industry.
To replace a default label with your own label, enter your label in Custom Label. Many terms also have a label for the plural form so make sure that you change that label as well.
System Label Descriptions
This table lists the system labels, along with a brief definition of each to help you map these labels to the terms that you use, if these are not familiar to you.
The labels available to you depend on the applications you have activated and, in some cases, on how you set up DPS. As a result, some labels described here may not display in your instance of DPS.
In addition to the labels listed here, the Labels form displays singular and plural labels for any user-defined hubs that you set up.
Label | Description/Notes |
---|---|
Account | A general ledger account. |
Boilerplate | Blocks of text that can be reused repeatedly in proposals and other documents. |
Business Development Lead | An employee of your company who manages business development efforts. |
Client | A business or government agency with which you have, or hope to have, a contract to provide goods or services. |
Compensation | The sum of the expected direct labor costs and direct non-labor expenses for a project or for a specified part of a project (one phase of a multi-phase project, for example). |
Consultant | An individual or firm that participates with your company in pursuing an opportunity and/or provides a subset of the goods or services to the client if you win the contract. A subcontractor. |
Contact | An employee or other representative of a client, vendor, subcontractor, government agency, or competitor through whom your company can communicate with the contact's firm. |
Cost Group | |
EAC | Estimate-at-Completion. This label cannot exceed five characters. |
Employee | An employee of your company. |
Equipment | Equipment items for regular projects, which are not depreciable, but may be billable to the client, or asset items, which are capitalized and depreciated over time. |
Estimate-at-Completion | Forecast of the final cost of work performed: Actual cost of work performed to date + Estimate of the cost to complete the remaining work (ETC). |
Estimate-to-Complete | Best estimate of the cost required to complete the remaining authorized work. |
ETC | Estimate-to-Complete. This label cannot exceed five characters. |
Firm | A client, vendor, subcontractor, government agency, or competitor that is in some way associated with your company. |
Functional Group | |
Job to Date | Equivalent term: inception to date (ITD). Refers to aggregate values that represent some aspect of total performance from the beginning of a project through a specified date, such as today's date. For example, job-to-date revenue as of today is the total revenue earned for the project through today. |
JTD | Job to Date. This label cannot exceed five characters. |
Labor Code |
A classification of a type of work that your staff performs. All labor costing and budgeting are based on labor codes. Individual labor codes often consist of components from each level of a multiple-level structure. For example, you might set up a level code structure with these levels: Department, Service, and Staff Level. |
Labor Code Level 1, 2, 3... | The list of system labels includes a Labor Code Level label for each level of your labor code structure. The level labels you specified on the Key Convert Labor Code Format form in the desktop application (Custom Label. If you decide to change those labels, you can do it on the Labels form of the Labels and Lists Settings or on the on the Key Convert Labor Code Format form. | ) display in
Marketing Campaign | An event or activity designed to reach new and existing clients to generate new business. |
Marketing Coordinator | An employee of your company who is responsible for pursuing one or more opportunities. |
Opportunity | A potential contract to provide goods or services to a client. |
Organization | A specific component of your company's operational structure. |
Organization Level 1, 2,3... | If you define a fixed organization structure on the General Settings form, the list of system labels includes an Organization Level label for each level of the organization structure. The level labels you specified on the General Settings form display in Custom Label. If you decide to change those labels, you can do it on the Labels form of the Labels and Lists Settings or on the Organization tab of the General Settings form. |
Owner | An employee of your company who has primary responsibility for establishing and maintaining your relationship with a firm that you do business with. |
Principal | An employee of your company who oversees the company's services in connection with one or more projects and who may have ownership interest in your firm. |
Project Manager | An employee of your company who is directly responsible for managing one or more projects. |
Proposal | Information about your company, your employees, your services, and your previous work that you present to a prospective client when you compete for a contract. |
Proposal Manager | An employee of your company who manages the proposal process. |
Service Profile | |
Supervisor | An employee of your company who has supervisory responsibility for a group of employees. |
Unit | A non-labor expense for goods or services, such as lab tests or survey crews, that you bill at a flat rate per item. |
Vendor | A firm from which your company purchases goods or services. |
WBS1 - 3 | Work breakdown structure (WBS) levels. Your WBS divides each of your projects into distinct, manageable work elements to meet management needs and to collect an appropriate and effective level of project data. The WBS can have up to three levels, each with its own label (for example, Project, Phase, and Task). |