System Labels and Custom Labels
You can use the Labels tab in the Customization area of the Configuration workspace to replace the default Deltek CRM labels with those that are used in your firm (for example, replace the default "Partner" with "Subcontractor"). If you enter a custom label, it is used throughout the Deltek CRM user interface in place of the system label.
This option enables you to easily modify Deltek CRM to use key terms that are in use in your firm and familiar to your employees.
About the Labels
Deltek CRM uses key terms in its default 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. The default labels for your instance of Deltek CRM depends on which of these general categories you select during the software implementation process. Even with these two options, however, many customers substitute at least a few of their own labels for the default labels.
On the Labels tab in the Customization area of the Configuration workspace, the SYSTEM LABEL column displays a set of "standard" labels as a baseline. That column is for reference only. The labels in the CUSTOM LABEL column are the labels that Deltek CRM actually uses. The default labels for professional services match those in SYSTEM LABEL, while the default labels for government contractors are different in a few cases.
To replace a default label with your own label, enter your label and its plural form in CUSTOM LABEL.
Default Labels
This table lists the default labels for professional services and for government contracting, along with a brief definition to help you map these labels to the terms that you use, if these are not familiar to you.
| Professional Services | Government Contracting | 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 firm 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. |
Custom Labels and Deltek CRM Help
If you substitute your own custom label for a default label, your custom label displays in place of the default label throughout the Deltek CRM user interface. It will not, however, appear in the online help for Deltek CRM. The online help only uses the default labels for either professional services or government contracting, whichever applies to your firm.