Use the Associations tab in the
Organizations area to create and maintain lists of the opportunities and other
organizations that are associated with
an organization.
Contents
Note: If custom fields are defined for this tab in the Customization area in the Configuration workspace, those fields display below the
Organizations grid. As with standard fields, you must make entries in any required custom fields.
| Field | Description |
|---|
| Opportunities grid
|
This grid displays the opportunities with which the
organization is associated. You can establish the association of an opportunity to the
organization by selecting the opportunity in this grid or by selecting the
organization in the
Organizations grid on the Team tab for the opportunity in the Opportunities area. If you add, edit, or delete information in this grid, that change is also reflected in the
Organizations grid for the opportunity. To add another opportunity association, click
+ Add Opportunity below the grid.
If the list of opportunities in this grid is long and you want to locate a particular one, type one or more characters from the opportunity name in the field next to
Opportunities. That filters the grid so that it only displays a list of opportunities whose names contain those characters. To restore the full list, click
X at the end of the field.
|
| Opportunities: NAME
|
This column displays the name of the opportunity.
Click the name to display a tooltip containing opportunity information: opportunity type, estimated revenue, probability of winning, date opened or closed, status, and stage. Click
More in the tooltip to display the full opportunity record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)
To specify an opportunity for a new association, type one or more characters from the opportunity name to select from a list of opportunities whose names contain those characters. Click
 to select from the full list of opportunities. If the opportunity has not yet been added in
Deltek CRM, you can click
+ New Opportunity at the bottom of the selection list to display the Add Opportunity form and add the opportunity.
|
| Opportunities: OPEN DATE
|
This column displays the date the opportunity was opened (the date on which you identified the opportunity and began pursuing the job).
|
| Opportunities: ROLE
|
This column displays the
organization's role in relation to the opportunity (Owner, Electrical Engineering, Acoustics).
To select a different role, click
in this field.
|
| Opportunities: ROLE DESCRIPTION
|
This column displays a more detailed description of the
organization's role.
Click
 in
ROLE DESCRIPTION if you want to apply special formatting (bold, color, and so on) to the description or if you want to display the complete text of a longer description.
|
| + Add Opportunity
|
To associate another opportunity with the
organization, click this link and select the opportunity in
NAME.
Click
to select the opportunity from the full list, or type one or more characters from the opportunity name in the
NAME field to select it from a filtered list. (Opportunities that are already associated with the
organization are automatically excluded from the drop-down list.)
|
____________________
| Field | Description |
|---|
| Organizations grid
|
This grid displays a list of other
organizations that are in some way associated with the
organization. To associate another
organization, click
+ Add Organization below the grid.
When you associate
a business unit with the currently selected
organization,
Deltek CRM also adds the reciprocal association. You do not have to manually create an association for both sides of the relationship. For example, if
Organization A is the currently selected
organization and you add an association with
Organization B in the grid and select
Competitor in
RELATIONSHIP, a reciprocal association is automatically added for
Organization B also. If you then select
Organization B and go to the Associations tab to view that
organization's associations, the grid contains a row for
Organization A with
Competitor in
RELATIONSHIP. The entry in
RELATIONSHIP DESCRIPTION is also automatically duplicated in the reciprocal association.
If the list of associated
organizations in the grid is long and you want to locate a particular
organization, type one or more characters from the
organization name in the field next to
Organizations. That filters the grid so that it only displays a list of
organizations whose names contain those characters. To restore the full list, click
X at the end of the field.
|
| Organizations: NAME
|
This column displays the name of the associated
organization.
Click the name to display a tooltip containing
organization information: market, primary location, phone number, and
organization status. Click
More in the tooltip to display the full
organization record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)
To specify
an organization for a new association, type one or more characters from the
organization name to select from a list of
organizations whose names contain those characters. Click
to select from the full list of
organizations. If the
organization has not yet been added in
Deltek CRM, you can click
+ New Organization at the bottom of the selection list to display the Add
Organization form and add the
organization.
|
| Organizations: RELATIONSHIP
|
This column displays the relationship of the
organization in
NAME to the currently selected
organization.
To select a relationship, click
in the field and select it from the list.
With one exception,
Deltek CRM uses the same relationship when it adds the reciprocal association. The exception is if you associate the two
organizations using the Parent and Subsidiary relationships. If you add an association for
Organization A with
Organization B in
NAME and
Parent in
RELATIONSHIP to indicate that
Organization B is the parent
organization of
Organization A,
Deltek CRM adds an association for
Organization B with
Organization A in
NAME and
Subsidiary in
RELATIONSHIP.
|
| Organizations: RELATIONSHIP DESCRIPTION
|
This column displays a more detailed description of the
organization relationship.
Deltek CRM uses the same relationship description when it adds the reciprocal association.
Click
in
RELATIONSHIP DESCRIPTION if you want to apply special formatting (bold, color, and so on) to the description or if you want to display the complete text of a longer description.
|
| + Add Organization
|
To associate another
organization with the
organization, click this link and select the
organization in
NAME.
|