| Field | Description |
|---|
| Project Name
|
This column displays the project name.
|
| Project Number
|
This column displays the project number.
|
| Organization
|
If you use organizations in
DPS, this column displays the identifier for the organization in your enterprise that is responsible for the project.
|
| Organization Name
|
If you use organizations in
DPS, this column displays the name of the organization in your enterprise that is responsible for the project.
|
| Primary Client
|
This column displays the name of the primary client associated with the project.
|
| Primary Contact Name
|
This column displays the name of the primary contact associated with the project.
|
| 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.
|
| Promotional Project
|
If you created a promotional project to track and bill charges for proposal generation, this column displays the promotional project number.
|
| Promotional Project Name
|
If you created a promotional project to track and bill charges for proposal generation, this column displays the promotional project name.
|
| Organization Status
|
This column displays the status (active, inactive, or dormant) of the firm that is associated with the project.
|
| Primary Contact Title
|
This column displays the title of the primary contact associated with the project.
|
| Primary Contact Business Phone
|
This column displays the primary contact's business phone number.
|
| Primary Contact Mobile Phone
|
This column displays the primary contact's cellular phone number.
|
| Primary Contact Business Fax
|
This column displays the primary contact's business fax number.
|
| Primary Contact Pager
|
This column displays the primary contact's pager number.
|
| Primary Contact E-mail
|
This column displays the primary contact's email address.
|
| Project Manager Name
|
This column displays the name of the employee serving as project manager for the project.
|
| Principal Name
|
This column displays the name of the principal responsible for the project.
|
| Supervisor Name
|
This column displays the name of the employee serving as supervisor for the project.
|
| Est. Revenue
|
This column displays the estimated revenue that you expect to earn from the project.
|
| Probability
|
This column displays the probability that you will win an in pursuit project. For example, if that probability is 80%, this column displays
80.
|
| Weighted Revenue
|
This column displays the weighted revenue for the project: Estimated revenue x Probability / 100.
|
| Opened
|
This column displays the date on which you identified the project and began pursuing the job.
|
| Won/Lost Date
|
This column displays the date on which you won the project, lost the project, or decided not to pursue the project.
|
| Days Open
|
This column displays the number of days the project has been open. For project you are no longer pursuing, this column displays the number of days from the date it was opened to the won/lost date.
|
| Stage
|
This column displays the current stage of the project (for example, Pending, Proposal, Submitted, or Awarded).
|
| Type
|
This column displays the type of the project (for example, Educational, Municipal, or Medical).
|
| Source
|
This column displays the source of the project (for example, Consultant Job or Marketing Campaign).
|
| Status
|
This column displays the current status of the project:
Active or
Inactive.
|
| Est. Start Date
|
This column displays the date you expect to begin work if you are awarded the contract.
|
| Est. Compl. Date
|
This column displays the date you expect to complete the work if you are awarded the contract.
|
| Address 1 - 3
|
This column displays the project mailing address information (street name and number, suite number, post office box number).
|
| City
|
This column displays the city from the project address.
|
| State
|
This column displays the two-character abbreviation for the state from the project address.
|
| Zip
|
This column displays the ZIP code from the project address.
|
| County
|
This column displays the county in which the project is located.
|
| Country
|
This column displays the country from the project address.
|
| Create User
|
This column displays the user ID of the person who created the project record in the Projects hub.
|
| 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.
|
| Owner Number
|
This column displays the identifier of the project owner.
|
| Owner Name
|
This column displays the name of the project owner.
|
| Owner Address Description
|
This column displays the description of the project owner's address (for example, Company Headquarters, Main Office, or Northeast Office).
|
| Owner Concatenated Address
|
This column displays the project owner's primary street address, city, state, and ZIP code. The report shows this information in a single column.
|
| Description
|
This column displays the description of the project.
|
| Won/Lost Reason
|
This column displays the reason that the project is no longer being pursued.
|
| Won/Lost Notes
|
This column displays any additional information about why the project is no longer being pursued.
|
| Responsibility
|
This column displays the level of responsibility your enterprise has for the project (for example, Prime, Joint Venture, or Consultant).
|
| Responsibility Description
|
This column displays the description for the level of responsibility your enterprise has for the project.
|
| NAICS Code
|
This column displays the six-digit North American Industry Classification System (NAICS) code for the project.
|
| NAICS Description
|
This column displays the description for the North American Industry Classification System (NAICS) code for the project.
|
| Solicitation
|
This column displays the ID number of the request for proposal (RFP) for the project.
|
| Project Start Date
|
This column displays the start date of the project.
|
| Project Actual Completion Date
|
This column displays the actual completion date of the project.
|
| Project Total Cost
|
This column displays the total cost of the project. This field is also used in the SF255 Item 8e, which asks for "total construction cost of completed projects (or, where no construction was involved, the approximate cost of your work)."
|
| Project Firm Cost
|
This column displays the portion of the project cost for which your firm is responsible.
|
| Project JTD Revenue Amount
|
This column displays the job-to-date revenue amount for the project.
|
| Project JTD Profit
|
This column displays the job-to-date profit for the project.
|
| Project JTD Billed Amount
|
This column displays the job-to-date billed amount for the project.
This amount equals (Labor + Fee + Consultants + Expenses + Units + Interest Billed). It does not include taxes.
|
| Project JTD AR Amount
|
This column displays the job-to-date amount billed but not yet received for the project. This amount includes taxes.
|
| Project JTD Total Actual Cost
|
This column displays the job-to-date total actual cost for the project.
|
| Project JTD Direct Cost
|
This column displays the job-to-date cost of direct expenses for the project.
|
| Project JTD Labor Cost
|
This column displays the job-to-date labor cost for the project.
|
| Project JTD Hours
|
This column displays the job-to-date hours for the project.
|
| Project YTD Revenue Amount
|
This column displays the year-to-date revenue for the project.
|
| Project YTD Profit
|
This column displays the year-to-date profit amount for the project.
|
| Project YTD Billed Amount
|
This column displays the year-to-date billed amount for the project. This amount does not include taxes.
|
| Project YTD AR Amount
|
This column displays the year-to-date accounts receivable amount (billed but not yet received) for the project. This amount does include taxes.
|
| Project YTD Total Actual Cost
|
This column displays the year-to-date actual cost amount for the project.
|
| Project YTD Direct Cost
|
This column displays the year-to-date cost of direct expenses for the project.
|
| Project YTD Labor Cost
|
This column displays the year-to-date labor costs for the project.
|
| Project YTD Hours
|
This column displays the year-to-date hours for the project.
|
| Promo. Project Principal–in–Charge Name
|
If the project is a promotional project, this column displays the name of that project's principal.
|
| Promo. Project - Project Manager Name
|
If the project is a promotional project, this column displays the name of that project's project manager.
|
| Promo. Project Supervisor Name
|
If the project is a promotional project, this column displays the name of that project's supervisor.
|
| Promo. Project Responsibility
|
If the project is a promotional project, this column displays the level of responsibility your enterprise has for the project (for example, Prime, Joint Venture, or Consultant).
|
| Promo. Project Type
|
If the project is a promotional project, this column displays the project type (for example, Environmental or Aviation).
|
| Promo. Project Start Date
|
If the project is a promotional project, this column displays the project's start date.
|
| Promo. Project Est Completion Date
|
If the project is a promotional project, this column displays the estimated completion date.
|
| Promo. Project Actual Completion Date
|
If the project is a promotional project, this column displays the actual completion date for the project.
|
| Promo. Project Total Project Cost
|
If the project is a promotional project, this column displays the total project cost.
|
| Promo. Project Firm Cost
|
If the project is a promotional project, this column displays the portion of the project cost for which your enterprise is responsible.
|
| Promo. Project JTD Total Actual Cost
|
If the project is a promotional project, this column displays the job-to-date total actual cost for the project.
|
| Promo. Project JTD Labor Cost
|
If the project is a promotional project, this column displays the job-to-date labor cost for the project.
|
| Promo. Project JTD Hours
|
If the project is a promotional project, this column displays the job-to-date hours for the project.
|
| Promo. Project YTD Total Actual Cost
|
If the project is a promotional project, this column displays the year-to-date total actual cost for the project.
|
| Promo. Project YTD Labor Cost
|
If the project is a promotional project, this column displays the total labor cost for the project.
|
| Promo. Project YTD Hours
|
If the project is a promotional project, this column displays the year-to-date hours.
|
| Custom Currency Code
|
This column displays the currency code specified in the Projects hub.
|
| Master Contract
|
This column displays the master contract that is associated with the project.
|
| 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 - Primary Firm
|
This column displays the name of the firm associated with the activity.
|
| Activities - Primary Contact
|
This column displays the name of the primary firm contact associated with the activity.
|
| Activities - Primary Contact Bus. Phone
|
This column displays the primary firm contact's work telephone number.
|
| Activities - Project
|
This column displays the name of the project associated with the activity.
|
| Activities - Marketing Campaign
|
This column displays the identifier of the marketing campaign 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.
|
| Pop (in Months)
|
This column displays the duration (in months) of work on the contract associated with the project.
|
| Total Contract Value
|
This column displays the total amount of the contract for the owner of the project.
|
| Marketing Coordinator
|
This column displays the name of the employee designated as the Marketing Coordinator for the project.
|
| Proposal Manager
|
This column displays the name of the employee designated as the Proposal Manager for the project.
|
| Business Development Lead
|
This column displays the name of the employee designated as the Business Development Lead for the project.
|
| Added By – Name
|
If the project was created from an opportunity that was imported from
GovWin IQ, this column displays the name of the employee who imported the IQ record.
|
| Competition Columns
|
If you selected
Competition in the
Grid Type field on the General tab for this report, the following competition fields from the Competition tab on the Projects form in the Projects hub display in the
Column Name field on the Columns tab. Select a column to add it to the report.
- Competition - Incumbent
- Competition - Name
- Competition - Notes
- Competition - Strengths
- Competition - Weaknesses
|
| Contacts - Name
|
This column displays the name of the contact associated with the project using the format
Last Name, First Name.
|
| Contacts - Firm
|
This column displays the name of the firm associated with the contact.
|
| Contacts - Role
|
This column displays the contact's role on the project (for example, Owner or Project Manager).
|
| Contacts - Role Description
|
This column displays the contact's role on the project.
|
| Contacts -Title
|
This column displays the contact's title (for example, Director, Project Manager, or CEO).
|
| Contacts - Business Phone
|
This column displays the contact's business telephone number.
|
| Contacts - Mobile Phone
|
This column displays the contact's cellular telephone number.
|
| Contacts - Business Fax
|
This column displays the contact's business fax number.
|
| Contacts - Pager
|
This column displays the contact's pager number.
|
| Contacts - E-mail
|
This column displays the contact's email address.
|
| Contacts - Address1
|
This column displays the contact's street address.
|
| Contacts - City
|
This column displays the city from the contact's address.
|
| Contacts - State
|
This column displays the state from the contact's address.
|
| Contacts - ZIP
|
This column displays the ZIP code from the contact's address.
|
| Employees - Name
|
This column displays the name of the employee associated with the project.
|
| Employees - Role
|
This column displays the employee's role in the project (for example,
Lead Architect or
Structural Engineer).
|
| Employees - Role Description
|
This column displays an additional description of the employee's role on the project.
|
| Employees - Title
|
This column displays the title of the employee associated with the project (for example,
Architect,
Engineer, or
Designer).
|
| Firms - City
|
This column displays the city of the firm.
|
| Firms - State
|
This column displays the state of the firm.
|
| Firms - Zip
|
This column displays the ZIP code of the firm.
|
| Firms - Name
|
This column displays the name of the firm associated with the project.
|
| Firms - Role
|
This column displays the firm's role in the project (for example, Owner, Developer, or Partner).
|
| Firms - Role Description
|
This column displays additional information about the firm's role in the project.
|
| Firms - Type
|
This column displays the type of firm (for example, Commercial, Government, or Non-Profit).
|
| Firms - Status
|
This column displays the current status of your relationship with the firm: Active, Dormant, or Inactive.
|
| Firms - Address
|
This column displays the street address, city, state, and ZIP code of the firm.
|
| Firms - Address Description
|
This column displays the description of the firm's address.
|
| Key Contacts – Contact Type
|
If the project was created from an opportunity that was imported from
GovWin IQ, this column displays the contact type for key contacts.
|
| Key Contacts – E–mail
|
If the project was created from an opportunity that was imported from
GovWin IQ, this column displays the email address of key contacts.
|
| Key Contacts – First Name
|
If the project was created from an opportunity that was imported from
GovWin IQ , this column displays the first name of key contacts.
|
| Key Contacts – Last Name
|
If the project was created from an opportunity that was imported from
GovWin IQ , this column displays the last name of key contacts.
|
| Key Contacts – Phone
|
If the project was created from an opportunity that was imported from
GovWin IQ , this column displays the phone number of key contacts.
|
| Key Contacts – Title
|
If the project was created from an opportunity that was imported from
GovWin IQ, this column displays the title (for example, Project Manager or Proposal Manager) for key contacts.
|
| Key Dates – Date (IQ Estimate)
|
If the project was created from an opportunity that was imported from
GovWin IQ, this column displays the estimated date for a milestone associated with the IQ record.
|
| Key Dates – Milestone
|
If the project was created from an opportunity that was imported from
GovWin IQ, this column displays the milestone associated with the IQ record.
|
| 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 Yes/No column indicates whether or not the file is a graphic file.
|
| Milestones – Primary Firm
|
This column displays the primary firm associated with a milestone for the project.
|
| Milestones – Primary Contact
|
This column displays the primary contact associated with a milestone for the project.
|
| Milestones – Primary Contact Business Phone
|
This column displays the business phone number of the primary contact associated with a milestone for the project.
|
| Milestones – Completed
|
This column displays the date when a milestone for the project has been completed.
|
| Milestones – Location
|
This column displays the location where a milestone for the project has been completed.
|
| Milestones – Marketing Campaign
|
This column displays the marketing campaign associated with a milestone for the project.
|
| Milestones – Notes
|
This column displays additional notes about the milestone for the project.
|
| Milestones – Owner
|
This column displays the contact designated as the owner of the milestone for the project.
|
| Milestones – Priority
|
This column displays the priority of the milestone for the project.
|
| Milestones – Project
|
This column displays the project associated with the milestone for the project.
|
| Milestones – Start Date
|
This column displays the start date of the milestones for the project.
|
| Milestones – Subject
|
This column displays the subject of the milestones for the project.
|
| Milestones – Type
|
This column displays the type of milestones (for example,…) for the project.
|
| Marketing Campaigns - Name
|
This column displays the name of the marketing campaign associated with the project.
|
| Marketing Campaigns - Number
|
This column displays the identifier for the marketing campaign associated with the project.
|
| Project Codes - Project Code
|
This column displays the project code associated with the project. Project codes enable you to identify the types work or stages of work you expect to perform and to enter estimated fees for each one.
|
| Project Codes - Description
|
This column displays the description of the project code.
|
| Project Codes - Fee
|
This column displays the estimated fee for the work that the project code represents.
|
| Project Codes - SF330
|
This column displays the SF330 code for the project code.
|
| Proposals - Name
|
This column displays the name of the proposal.
|
| Proposals - Number
|
This column displays the proposal identifier.
|
| Proposals - Type
|
This column displays the proposal type (for example,
Draft Proposal, or
Technical Proposal).
|
| Proposals - Organizations
|
If you use organizations in
DPS, this column displays the organization in your enterprise that is responsible for producing the proposal.
|
| Proposals - Responsible Person
|
This column displays the name of the employee responsible for producing the proposal.
|
| Proposals - Status
|
This column displays the status of the proposal (for example,
Pending,
Won,
Lost,
Go/No Go, or
Delayed).
|
| Proposals - Source
|
This column displays the proposal source (for example, client referral, consultant job, or marketing campaign).
|
| Proposals - Date Advertised
|
This column displays the date on which the request for proposal was published.
|
| Proposals - Due Date
|
This column displays the date by which you must submit the proposal.
|
| Proposals - Submittal Date
|
This column displays the actual date on which you submitted the proposal or expect to submit it.
|
| Proposals - Award Date
|
This column displays the date on which you were awarded the contract for the proposed job.
|
| Proposals - Fee
|
This column displays the fee associated with the proposal.
|
| Proposals - Linked Proposal
|
If you have created a proposal, this column displays the name of the proposal linked to the project.
|
| Proposals - Linked SF255
|
If you have created an SF255 proposal, this column displays the name of the SF255 proposal linked to the project.
|
| Proposals - Linked SF330
|
If you have created an SF330 proposal, this column displays the name of the SF330 proposal linked to the project.
|
| Proposals - Notes
|
This column displays any notes associated with the proposal.
|
