Column Name | Definition |
Approx Value | The sum of all Valid and Most Likely Quotes Ordered & Not Ordered (If setting applied in Admin) Note: Keyed Value at Project Entry will remain until quote(s) have been generated |
AVG Days to Book |
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AVG Decision |
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Booked |
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Cancelled |
|
Cancelled Project Count |
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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 sale in the BOM Module for quotes not yet booked (Total value of opportunity) |
Factored Value |
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ID | Project ID/Number |
Is Reference |
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Job Count |
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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 |
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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 |
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