Why Labels in the Help Topics May Not Match Labels in Deltek CRM

If your firm substitutes custom labels for some of the default labels, the references to labels in the online help may not match the labels you see in Deltek CRM.

Deltek CRM uses key terms in its system labels that are in common use among Deltek customers. Because professional services firms and government contractors often do not use the same sets of terms, Deltek CRM is available with two sets of default labels, one for professional services and one for government contracting. Even with these two options to choose from, however, many firms substitute at least a few custom labels for the default labels. For example, if your firm commonly uses the term "subcontractor" rather than "partner," your system administrator can specify "Subcontractor" as a custom label, and that term then appears throughout Deltek CRM in place of "Partner."

However, if your system administrator specifies a custom label, that label will not appear in the online help for Deltek CRM. The online help only uses the default labels. If such a discrepancy occurs and you are uncertain what label the help topic is referring to, these lists of the two sets of default labels, with brief definitions, should help you map the label reference in the help to the custom labels that you use.

Professional Services Default Labels	Government Contracting Default Labels	Definition
Client	Client	A business or government agency with which you have, or hope to have, a contract to provide goods or services.
Company	Organization	A client, vendor, subcontractor, government agency, or competitor that is in some way associated with your opportunities or projects.
Contact	Contact	An employee of, or consultant for, a client, vendor, subcontractor, government agency, or competitor through whom your firm can communicate with the contact's organization.
Employee	Employee	An employee of your firm.
Opportunity	Opportunity	A potential contract to provide goods or services to a client.
Organization	Business Unit	A specific component of your firm's operational structure.
Principal	BD Lead	Generally, an employee of your firm who oversees the firm's services in connection with one or more projects and who may have ownership interest in your firm. In the context of business development, an employee who manages the firm's business development efforts.
Project Manager	Capture Manager	Generally, an employee of your firm who is directly responsible for managing one or more projects. In the context of business development, an employee who is responsible for pursuing one or more opportunities.
Subconsultant	Partner	An organization that participates with your company in pursuing an opportunity and/or provides a subset of the goods or services to the client if you win the contract. A subcontractor.
Supervisor	Proposal Manager	Generally, an employee of your firm who has supervisory responsibility for a group of employees. In the context of business development, an employee who manages the proposal process.