CRM Employee 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.

This report can contain two types of sections:

• Default sections: You select the default sections in Report Sections to Include on the General tab. Each default section contains a pre-defined set of columns. You do not select the columns for the default sections. The table below provides descriptions of the columns in the default sections.
• User-defined sections: If you set up user-defined sections for this report, use the Columns tab to select the columns for each of those sections and specify column attributes. The columns available for user-defined columns are the same as those available for the Employee List. Refer to the help topics for the Employee List for descriptions of the columns that you can select for user-defined columns.

You can include both default sections and user-defined sections on the same report.

Contents

Field	Description
Employee Number	This column displays the employee's identification number.
Full Name	This column displays the employee's full name.
First Name	This column displays the employee's first name.
Last Name	This column displays the employee's last name.
Middle Name	This column displays the employee's middle name.
Prefix	This column displays a prefix, such as Ms, for the employee's name.
Suffix	This column displays a suffix, such as Jr., for the employee's name.
Professional Suffix	This column displays the professional suffix used with the employee's name. That suffix indicates educational degrees or professional licenses or accreditation. It can be a single item (for example, PhD) or a combination of two or more (for example, CPA, CMA, MBA).
Preferred Name	This column displays the name by which the employee prefers to be addressed.
Labor Type	This column displays the labor type (for example, Principal, Manager, or Employee).
Title	This column displays the employee's job title or job function.
Organization	If your enterprise uses organizations, this column displays the identifier for the organization to which the employee is assigned.
Organization Name	This column displays the name of the organization to which the employee is assigned.
Organization Status
Home Company	If you use multiple companies, the code in this column represents the employee's home company. The home company is the company that manages the employee's current timesheet and expense report processes and that pays the employee. You associate each employee with a home company in the Employees hub.
Home Company Name	If you use multiple companies, the name in this column represents the employee's home company. The home company is the company that manages the employee's current timesheet and expense report processes and that pays the employee. You associate each employee with a home company in the Employees hub.
Supervisor	The name of the employee's supervisor. When you preview this report, you can click the supervisor's name to drill down. DPS displays a CRM Employee Summary report that shows information about the supervisor.
Email	This column displays the employee's email address.
Work Phone	This column displays the employee's work telephone number.
Work Phone Ext	This column display's the extension for the telephone number.
Mobile Phone	This column displays the employee's cell phone number.
Fax	This column displays the employee's fax number.
Years with Other Firms	This column displays the number of years the employee worked for other companies.
Prior Years with This Firm	The number of years the employee has worked for your firm (if the employee has left your firm and returned).
Hire Date	This column displays the date on which the employee was hired.
Address 1	This column displays the employee's street address (street name and number, apartment number, P.O. Box number, and so on).
City, State, Zip	This column displays the city, state, and ZIP code from the employee's address.
Consultant	This Yes/No column indicates whether or not the employee is a consultant.
Home Phone	This column displays the employee's home telephone number.
Allow Employee to Charge Units in Timesheet	This Yes/No column indicates whether or not the employee is allowed to charge units on his or her timesheets.
Memo	This column displays the text entered in Notes on the General tab of the Employees hub. The report only displays the notes text if you have the correct security access.
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 - Firm	This column displays the name of the firm associated with the activity.
Activities - Firm Contact	This column displays the name of the firm contact associated with the activity.
Activities - Firm Contact Bus. Phone	This column displays the firm 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.
Projects - Name	This column displays the name of the project.
Projects - Number	This column displays the project identifier.
Projects - Role	This column displays the role of the employee on the project (for example, Transportation Engineer or Geologist).
Projects - Role Description	This column displays additional text describing the employee's role on the project.
Education - Degree	This column displays the degrees the employee earned (for example, BA Bachelor of Arts, BS Bachelor of Science, or MA Master of Arts).
Education - Institution	This column displays the educational institution where the employee earned the degree.
Education - Specialty	This column displays the specialty associated with the employee's degree.
Education - Year	This column displays the year the employee received the degree.
Education - Proposals	This Yes/No column indicates whether or not this education information can be used in proposals.
Licenses - License	This column displays the names of the licenses the employee holds (for example, CPG Certified Professional Geologist or PE Professional Engineer).
Licenses - Earned	This column displays the year the year the employee became licensed.
Licenses - State	This column displays the state in which the employee is licensed.
Licenses - Number	This column displays the license number.
Licenses - Expires	This column displays the license expiration date.
Licenses - Last Renewal	This column displays the date the license was most recently renewed.
Licenses - Proposals	This Yes/No column indicates whether or not the license information can be used in proposals.
Skills - Skill	This column displays descriptions of employee skills or disciplines.
Skills - Level	This column displays the skill level. For example, you could set up the following set of levels based on years of experience: Entry 1-2 Years 3-5 Years 6-10 Years Over 10 Years
Skills - Primary	This Yes/No column indicates whether or not the skill is the employee's primary skill.
Resumes - Resumes	This column displays the employee's resume information.
Opportunities - Number	This column displays the identifier of the opportunity associated with the employee.
Opportunities - Name	This column displays the name of the opportunity.
Opportunities - Stage	This column displays the current stage of the opportunity (for example, Pending, Awarded, or Lost).
Firm - Name	This column displays the name of the firm for which the employee has performed work.
Firm - Number	This column displays the firm identifier.
Firm - Relationship	This column displays the employee's relationship to the firm (for example, Client Manager or Principal Assigned).
Firm - Description	This column displays the description of the employee's association with the firm.
Firm - Type	This column displays the type of firm (for example, Commercial, Government, or Non-Profit).
Firm - Status	This column displays the current status of your relationship with the firm: Active, Dormant, or Inactive.
Contacts - Name	This column displays the first name and last name of the contact with which the employee is associated.
Contacts - Title	This column displays the contact's title (for example, Vice President, Principal, or Project Manager).
Contacts - Relationship	This column displays the employee's relationship to the contact (for example, Client Manager or Former Employee).
Contacts - Firm	This column displays the name of the firm associated with the contact.
Contacts - Phone	This column displays the contact's phone number.
Citizenship - Citizenship Type	This column displays the employee's citizenship type that is entered on the Personal and Contact Details tab of the Employees hub.
Citizenship - Country	This column displays the employee's citizenship country that is entered on the Personal and Contact Details tab of the Employees hub.
Citizenship - Expiration Date	This column displays the expiration date of the employee's citizenship that is entered on the Personal and Contact Details tab of the Employees hub.