Projects - Firms Table Format ( ClendorProjectAssoc)
Follow DPS specifications for preparing a file containing project-firm associations. When you import those associations, the firms then display in the Firms grid on the Team tab of the Projects hub.
| Field Name | Data Type | Length | Notes |
|---|---|---|---|
| WBS1 | nvarchar | 30 | Project number. Must match existing project number. |
| WBS2 | nvarchar | 30 | Phase number. |
| WBS3 | nvarchar | 30 | Task number. |
| ClientID | varchar | 32 | System-generated internal ID for the firm. |
| ClientInd | varchar | 1 | Variable indicating whether or not the firm is a client (Y or N). |
| VendorInd | varchar | 1 | Variable indicating whether or not the firm is a vendor (Y or N). |
| Role | nvarchar | 10 | The firm's role on the project. Must match an existing client role or vendor role defined on the Lists form (). |
| RoleDescription | nvarchar | 4000 | Description of the firm's role. |
| Address | nvarchar | 20 | Unique identifier for the address record; linking to the CLAddress table; null or must exist in CLAddress. |
| PrimaryInd | varchar | 1 | Variable indicating whether or not the firm is the project's primary client; default is N. |
| ClientConfidential | varchar | 1 | Variable indicating whether or not the primary client is marked Confidential in the Projects hub; default is N. |
| TeamStatus | nvarchar | 10 | Variable indicating the vendor's Team status. Valid options are Active or Proposed. |
| Vendor | nvarchar | 20 | Vendor number. If included, must match the vendor number of an existing firm. |