Page 30 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

• Firm Org categorizations allow you to categorize (organize) your data to mirror your
firm. The six baked-in Firm Orgs are Offices, Divisions, Office Divisions, Studios,
Practice Areas, and Territories. These are present in all of the core data modules.

• Primary and Secondary Categories, Project Contracts, and Project Service types
are shared with Leads and Projects.

• Client Type, Construction Type, and Delivery Method are shared with Projects.

See Appendix B – Sample Value Lists for recommended values for some of the mentioned
value lists.

Activity 7.1 – Modify value lists for Stages, Contact Roles, and
Primary Categories

Activity Steps

Part 1: Add a field to the Stages value list
1. Click the Administration button
a. Select Contact Manager Administration
b. Select Administrate Opportunity Fields to open Opportunity Configuration
2. In the Lifecycle section, click the Value List link for the Stage field
3. Add a value using the +Add button in the upper-right of the page
4. Input “07.1-Submitted Roster” into the Stage Name box in the pop-up window
5. Open the dropdown menu for Stage Type and select Pending
6. Input “60” into the Probability text field
7. Click Save

Part 2: Add a field to the Associated Contact Roles value list
1. Click the Value Lists link at the top
2. In the OPPORTUNITIES section, open the Associated Contact Roles field
3. Add a value by typing in the New Value in the text field at the top of the page
4. Input “Bid Contact” into the New Value text field
5. Click Save

Part 3: Add a field to the Associated Contact Roles value list
1. Click the Administration button
a. Hover over General Administration
b. Select Value Lists from the secondary dropdown menu
2. In the PROJECTS section, open the Primary Categories field
3. Click the New Category button in the upper right
4. Input “Airport Terminal” into the text field

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