Project Fields Based on an Opportunity and a Project Template
When you create a new project from an opportunity and project template, Vision provides initial values for the appropriate fields on the project record, based on the values in the project template. Vision then updates the project fields with values from the opportunity.
If there are project defaults specified in General Configuration, those default entries override the settings on the project template.
Fields from the existing Project Template |
Map to these fields in the new Project Info Center record |
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General Tab |
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Project ID, Service Request, Status, Available to CRM users, Available to accounting users, Available for approval, Principal-in-Charge, Project Manager, Supervisor, Primary Contact Client Confidential, Client Alias | |
Accounting Tab |
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Bill by Default Consultants, Bill by Default Other Expenses, Locale, Cost Rate Method, Cost Rate Table Number, Pay Rate Method, Pay Rate Table Number, Bill by Default, Billable Warning, Memo, Billing Client, Billing Contact, Client Billing Address, Restore Charge Companies | |
Location Tab |
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Address1, Address2, Address3, City, State, Zip, County, Country, Phone, Fax, E-mail | |
Budget and Revenue Tab |
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Fee, Reimb. Allowance, Consultant Fee, Status, Budgeted Overhead Rate, Percent Complete, Labor Percent Complete, Expense Percent Complete, Line Item Approval, Budgeted Flag, Budgeted Levels, Budgeted Source, Revenue Upset Limits, Revenue Upset WBS2, Revenue Upset WBS3, Revenue Upset Include Comp, Revenue Upset Include Cons, Revenue Upset Include Reimb, Revenue Upset Category To Adjust, Revenue Method, Cross Charge Method, Cross Charge Multiplier, Description If Multicurrency is enabled: Fee Billing Currency, Reimb Allowance Billing Currency, Consultant Fee Billing Currency, Fee Functional Currency, Reimb Allowance Functional Currency, Consultant Fee Functional Currency, Project Exchange Rate, Billing Exchange Rate |
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Dates and Costs Tab |
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Estimated Completion Date, Actual Completion Date, Contract Date, Bid Date, Professional Services Completion Date, Construction Completion Date, Completion Date Comments, Firm Cost, Firm Cost Comments, Total Project Cost, Total Cost Comments | |
Fields from the Opportunity Info Center |
Map to these tabs and fields in the new Project Info Center record |
Accounting Tab |
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Billing Client ID, Billing Contact ID, Billing Address | |
Budget and Revenue Tab |
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Project Currency Code, Billing Currency Code, Project Type | |
Dates and Costs Tab |
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Start Date, Completion Date, Status | |
General Tab |
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Opportunity, Client Address, Project Manager, Principal, Supervisor, Ready for Approval, Ready for Processing, Organization | |
Location Tab |
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Address, City, State, Zip, County, Country | |
Time and Expense Tab |
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Billable Warning, Bill by Default | |
Clients/Contacts Tab |
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Client ID, Contact ID | |
Default Project table fields that override the project template fields | Map to these tabs and fields in the new Project Info Center record |
General Tab |
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Federal, Referable, Client Confidential, Client Alias, Memo | |
Location Tab |
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Phone, Fax, E-mail | |
Dates and Costs Tab |
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Actual Completion Date, Contract Date, Bid Date, Professional Services Completion Date, Construction Completion Date, Completion Date Comments, Firm Cost, Firm Cost Comments, Total Project Cost, Total Cost Comments | |
Time and Expense Tab |
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Budgeted Levels, Check Project Planning for Start/Finish Date, Check Project Planning for Planned Hours | |
Budget and Revenue Tab |
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Percent Completes, Fee, Multiplier Amount, Consultant Fee, Budgeted Overhead Rate, Reimbursable Allowance, Budgeted Source, Budget Level, Cross Charge Method, Cross Charge Multiplier, Line Item Approval, Budgeted Flag, Require Comments If Multicurrency is enabled: Fee Billing Currency, Reimb Allowance Billing Currency, Consultant Fee Billing Currency, Fee Functional Currency, Reimb Allowance Functional Currency, Consultant Fee Functional Currency, Project Exchange Rate, Billing Exchange Rate |
|
Accounting Tab |
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Unit Table, Bill by Default Consultants, Bill by Default Other Expenses, Cost Rate Method, Cost Rate Table Number, Pay Rate Method, Pay Rate Table Number, Bill by Default, Restrict Charge Companies |