| Field | Description |
|---|
|
Firm Name
|
This column displays the name of the
firm.
|
|
Firm Number
|
This column displays the
firm identifier.
|
| Market
|
This column displays the market of the
firm, such as Commercial, Government, or Non-Profit.
|
| Assigned
Employee
|
This column displays the
employee that is assigned to the
firm with the selected relationship. The
employee name is highlighted with the color that you selected on the General tab. The highlight does not work if this column is not selected.
|
| Last Activity
|
This column displays the date when the last activity was conducted. If there are no activity records for the activity types that were selected on the Included Activities grid on the General tab for this
firm, then this column is highlighted with the color that was selected on the
Greater than or Equal to option on the General tab.
|
| Activity - Owner
|
This column displays the name of the
employee who is responsible for the activity.
|
| Activity - Subject
|
This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
|
| Activity - Primary
Contact
|
This column displays the name of the
contact associated with the activity.
|
| Next Scheduled Activity
|
This column displays the date and owner of the next scheduled activity based on the selected activity types on the Included Activities grid on the General tab.
|
| 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.
|
| Is
Client
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
firm is classified as a
client in terms of
projects or
opportunities.
DPS classifies the
firm based on settings in the
Firms hub.
|
| Is
Vendor
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
firm is classified as a
vendor in terms of
projects or
opportunities.
DPS classifies the
firm based on settings in the
Firms hub.
|
| Status
|
This column displays the status of your relationship with the
firm: Active, Dormant, or Inactive.
|
| Relationship
|
This column displays your relationship with the
firm (for example,
Consultant, Prospective, or Existing).
|
| Website
|
This column displays the
firm's web site address.
|
|
Firm Create User
|
This column displays the user ID of the person who created the
firm record in the
Firms hub.
|
|
Firm Create Date
|
This column displays the date on which the
firm record was created.
|
|
Firm Modify User
|
This column displays the user ID of the person who most recently modified the
firm record.
|
|
Client Modify Date
|
This column displays the date on which the
firm record was most recently modified.
|
| Concatenated Primary Address
|
This column displays the
firm's primary street address, city, state, and ZIP code. The report shows this information in a single column.
|
| Primary Address Description
|
This column displays the description of the
firm's primary address (for example, Company Headquarters, Main Office, or Northeast Office).
|
| Primary Address 1- 4
|
Primary Address 1 displays the
firm's name. The other address fields display the
firm's primary address information (street name and number, suite number, postal box number, and so on).
|
| Primary City
|
This column displays the city from the
firm's primary address.
|
| Primary State
|
This column displays the two-character abbreviation for the state from the
firm's primary address.
|
| Primary Zip
|
This column displays the ZIP code from the
firm's primary address.
|
| Primary Country
|
This column displays the country from the
firm's primary address.
|
| Primary Phone
|
This column displays the phone number at the
firm's primary address.
|
| Primary Fax
|
This column displays the fax number at the
firm's primary address.
|
| Primary Tax Reg. #
|
This column displays the tax registration number for the
firm's primary address.
|
| Primary Tax Country Code
|
This column displays the tax country code for the
firm's primary address.
|
| Primary Address Create User
|
This column displays the user ID of the person who created the primary address in the
firm record.
|
| Primary Address Create Date
|
This column displays the date on which the primary address was created in the
firm record.
|
| Primary Address Modify User
|
This column displays the user ID of the person who most recently modified the primary address.
|
| Primary Address Modify Date
|
This column displays the date on which the primary address was most recently modified.
|
| Concatenated Billing Address
|
This column displays the
firm's billing street address, city, state, and ZIP code. The report shows this information in a single column.
|
| Billing Address Description
|
This column displays the description of the
firm's primary address (for example, Company Headquarters, Main Office, or Billing Office).
|
| Billing Address 1-4
|
Billing Address 1 displays the
firm's name. The other address fields display the
firm's billing address information (street name and number, suite number, postal box number, and so on).
|
| Billing City
|
This column displays the city from the
firm's billing address.
|
| Billing State
|
This column displays the two-character abbreviation for the state from the
firm's billing address.
|
| Billing Zip
|
This column displays the zip code from the
firm's billing address.
|
| Billing Country
|
This column displays the country from the
firm's billing address.
|
| Billing Phone
|
This column displays the phone number at the
firm's billing address.
|
| Billing Fax
|
This column displays the fax number at the
firm's billing address.
|
| Billing Tax Reg. #
|
This column displays the tax registration number for the
firm's billing address.
|
| Billing Tax Country Code
|
This column displays the tax country code for the
firm's billing address.
|
| Billing Address Create User
|
This column displays the user ID of the person who created the billing address in the
firm record.
|
| Billing Address Create Date
|
This column displays the date on which the billing address was created in the
firm record.
|
| Billing Address Modify User
|
This column displays the user ID of the person who most recently modified the billing address.
|
| Billing Address Modify Date
|
This column displays the date on which the billing address was most recently modified.
|
| Memo
|
This column displays the text entered in the
Notes field in the
Firms hub.
|
| Project Total
Project 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 enterprise is responsible
|
|
Project
JTD AR Amount
|
This column displays the
job-to-date amount billed for the
project but not yet received. This amount includes taxes.
|
|
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 Direct Cost
|
This column displays the
job-to-date cost of direct expenses for the
project.
|
|
Project
JTD Hours
|
This column displays the
job-to-date hours for the
project.
|
|
Project
JTD Labor Cost
|
This column displays the
job-to-date labor cost for the
project.
|
|
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 Total Actual Cost
|
This column displays the
job-to-date total actual cost for the
project.
|
|
Project YTD AR Amount
|
This column displays the year-to-date
accounts receivable amount (billed but not yet received) for the
project.
|
|
Project YTD Billed Amount
|
This column displays the year-to-date billed amount for the
project.
|
|
Project YTD Direct Cost
|
This column displays the year-to-date direct cost 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.
|
|
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 Total Actual Cost
|
This column displays the year-to-date actual cost amount for the
project.
|
| Promo.
Project Total
Project Cost
|
This column displays the
project's total cost for a promotional
project.
|
| Promo.
Project
Firm Cost
|
This column displays the
firm's total cost for a promotional
project.
|
| Promo.
Project
JTD Total Actual Cost
|
This column displays the
job-to-date total actual cost amount for a promotional
project.
|
| Promo.
Project
JTD Labor Cost
|
This column displays the
job-to-date labor cost amount for a promotional
project.
|
| Promo.
Project
JTD Hours
|
This column displays the
job-to-date hours for a promotional
project.
|
| Promo.
Project YTD Total Actual Cost
|
This column displays the year-to-date total actual cost for a promotional
project.
|
| Promo.
Project YTD Labor Cost
|
This column displays the year-to-date labor cost amount for a promotional
project.
|
| Promo.
Project YTD Hours
|
This column displays the year-to-date hours for a promotional
project.
|
|
Opportunity Est. Revenue
|
This column displays the estimated revenue that you expect to earn from the
opportunity.
|
|
Opportunity Probability
|
This column displays the probability that the
opportunity will become a
project. For example, if that probability is 80%, this column contains
80.
|
|
Opportunity Weighted Revenue
|
This column displays the weighted revenue for the
opportunity: Estimated Revenue x Probability.
|
|
Opportunity Days Open
|
This column displays the number of days the
opportunity has been open.
|
| Custom Currency Code
|
If you use multiple currencies, this column displays the currency code used for user-defined currency fields.
|
| Disadvantaged Business
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
firm is a disadvantaged business.
|
| Small Business
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
firm is a small business.
|
| Veteran Owned
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
firm is a small business that is owned by a veteran.
|
| Service Disabled Veteran Owned
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
firm is a small business that is owned by a disabled veteran.
|
| Minority Owned
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
firm is a minority business.
|
| Woman Owned
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
firm is a business owned by a woman.
|
| HBCU or Minority Institution
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
firm is an historically black college or university (HBCU).
|
| Alaska Native
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
firm is an Alaskan Native.
|
| Specialty
|
If the
client is classified as a
vendor, this column contains the
vendor specialty (for example, Industrial, Retail, or Municipal).
|
| Prior Work
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
firm is classified as a
vendor and has done work for your enterprise in the past.
|
| Recommend
|
This column contains a
Y or
N (yes or no) to indicate whether or not the
firm is classified as a
vendor, has done work for your enterprise in the past, and is recommended for future work.
|
| Specialty Description
|
If the
firm is classified as a
vendor, this column contains additional information about that
firm's specialty.
|
| HUB Zone
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
firm is part of the HUB Zone program for small businesses.
|
| 8 (a)
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
firm is part of the 8 (a) business development program for small and disadvantaged businesses.
|
| Employee Count
|
This column displays the number of
employees of the
firm.
|
| Competitor
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
firm is a competitor.
|
| Government Agency
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
firm is a government agency.
|
| Activity - Completed
|
The activity can be Pending or Completed.
|
| Activity - Type
|
This column displays the activity type (for example, Phone Call, Meeting, or Email).
|
| Activity - Start Date
|
This column displays the date and time that the activity is scheduled to begin.
|
| Activity - Priority
|
This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
|
| Activity - Primary
Firm
|
This column displays the name of the primary
firm associated with the activity.
|
| Activity - Primary
Contact Bus. Phone
|
This column displays the
contact's work telephone number.
|
| Activity -
Opportunity
|
This column displays the name of the
opportunity associated with the activity.
|
| Activity -
Project
|
This column displays the name of the
project associated with the activity.
|
| Activity -
Marketing Campaign
|
This column displays the
marketing campaign associated with the activity.
|
| Activity - Location
|
This column displays the location where the activity occurred or will occur.
|
| Activity - Notes
|
This column displays additional text that describes the activity.
|
