Page Comparison

Column Name

Definition

Approx Value

The sum of all Valid and Most Likely Quotes booked or not booked (If setting applied in Admin)
Note: Keyed Value at Project Entry will remain until quote(s) have been generated. If you mark a quote as Most Likely, you have to open the project information button and hit “Save” to update the approx. value.  

AVG Days to Book

AVG Decision

Booked

Cancelled

Cancelled Project Count

Can Visit

Can visit location (setting marked on Company Record)

Close Year

Year of decision date

Company Name

The company name used to create project from

Company ID

Internal company ID number used for Quickbooks Integration

Company Type

The company type (customer, vendor, etc.) assigned to the company record of the Project

Corporate Division

The internal Corporate Division assigned to the Project in the Project Information module

Corporate Division ID

The internal Corporate Division number

Create Date

The date the project was created

Created Month Year

The month the project was created

Cross Streets

If the Company location was geocoded the cross streets of the location should show here

Decision

The decision date assigned in the Project Information module

Decision Date Month Year

The decision date's month & year

Decision Days

The amount of days left from the Decision Date

Est Commission

The sum of Commission based on the BOM

Est Cost

The sum of cost in the BOM Module for the specific quote/options

Est GP

The Estimated Gross Profit based on the BOM

Estimated Margin

The Estimated Margin % based on the BOM

Estimated Profit

The Estimated Profit dollars based on the BOM

Estimated Sale

The sum of all Valid & Most Likely quotes that are NOT booked (Total value of opportunity)

Forecast Value

 Approx Value – Booked Value (sum of all orders in Order Entry)

ID

Project ID/Number

Is Reference

Job Count

Journal Costs

The cost applied via batch entry to the opportunity as a Journal Cost

Last Status Change Date

The last time the Project Status was changed

Market Type

The Market Type assigned to the Company Location record

Misc.

(User Field 3)

Month (Close Date)

Month of decision date

Next Touch

The way to contact the client on the Next Touch Date - i.e. email, phone call, in person meeting (Set in the Project Information module)

Not Booked

Note

(User Field 2)

Notes

Opportunity notes added in Current Opportunity grid (i.e. when you last contacted client, approx. date you expect to hear back from client, etc.)

Opportunity Count

Parent Company

(User Field 1)

Primary Company

The company the Primary Contact is connected to

Primary Contact

The Primary Contact assigned in the Project Information module

Primary Direct Phone

The Primary Contact's direct phone number

Primary Main Phone

The Primary Contact's main phone number

Primary Salesperson

The salesperson assigned as primary to the Project

Primary Contact Email

The Primary Contact's email address

Primary Contact Mobile Phone

The Primary Contact's mobile phone number

Probability

Probability % assigned in the Project Information module

Probability Percent

Products

(User Field 4)

Product Types

Project Name

Name of the Project (Best practice is to put the Company name plus Project Name i.e. Bank of Texas / Global Task Chairs for Office 101)

Project Status

The Status of the project. This is a manual and an automated change. You can and should have the status change based on Workflow , Action Items being checked out and completed. You can include the manual update of the status in your workflow as Completion Tasks.

Project Count

How many projects created for the Company Location

Project Manager

The Project Manager assigned in the Project Information module

Project Type

The type of Project assigned (The project Type defines workflow (Action Items))

Quote Date

The date the quote was created

Quote Count

# of Quotes in Project

Reference Contact

Reference contact free-formed in the Project Information module (this info is not saved as a contact attached to a record in e-manage)

Referred By

Referred By drop down assigned to the company record attached to the Project

Registered Project

If the "Registered" check box is applied in the Project Information

Sales Stage

Sales stage assigned to Project

Salespeople

All salespeople assigned to the Project

Sales Territory

Sales Territory drop down assigned to the company record attached to the Project

Status Change Days

How many days since the last Status change on the project

Team Members

Team Members assigned to Project in the Project Information module (Team Members/Activity tab)

Touch Type

Touch Type assigned in the Project Information module