Organizations Report

The Organizations report provides a list of organizations and related information. You can add or remove columns and change the order of columns to tailor the report to best meet your needs.

The columns available for the report include both standard fields and user-defined fields that are used in the Organizations area.

The access to organizations defined in Configuration for your security role determines if you can display this report and, if you can display it, which organizations you can view.

Default Columns

The first time you display the Organizations report, it contains these columns in this order by default. If you select other columns or change the order of columns, Deltek CRM saves that modified report as your new default format.

Field	Description
NAME (Market)	This column displays the name of the organization, along with the general market in which the organization participates. 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.
STATUS	This column displays the organization status: Active, Inactive, or Dormant.
MOST RECENT OPPORTUNITY	This column displays the name of the most recent opportunity with which this organization is associated. The most recent opportunity is the opportunity with the most recent open date for the period up to and including the current date. Opportunities with open dates in the future are not considered. Click the opportunity 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.
OPPORTUNITY ROLE	This column displays the organization's role for its most recent opportunity.
LAST TOUCHPOINT	This column displays any notes entered for the last touchpoint with which this organization is associated. The last touchpoint is the touchpoint with the most recent date for the period up to and including the current date. Touchpoints dated in the future are not considered.
TOUCHPOINT DATE	This column displays the date of the last touchpoint with which this organization is associated. The last touchpoint is the touchpoint with the most recent date for the period up to and including the current date. Touchpoints dated in the future are not considered.

Other Columns

These additional standard columns are available for the report, along with columns for any user-defined fields that are used in the Organizations area. Click above the upper-right corner of the report to add or remove columns.

Field	Description
8(a)	This column displays a check if the organization is eligible for the 8 (a) business development program for small and minority-owned businesses.
ALASKA NATIVE	This column displays a check if the organization is eligible for the Alaska Native business development program for small and minority-owned businesses.
ANNUAL REVENUE	This column displays the organization's annual revenue.
CLIENT	This column displays a check if Client is one of the organization types selected for the organization,
COMPANY ID	This column displays the organization ID.
COMPETITOR	This column displays a check if Competitor is one of the organization types selected for the organization,
CREATED BY	This column displays the user name of the person who created the organization record.
CREATED ON	This column displays the date the organization record was created.
DESCRIPTION	This column displays a description of the organization,
DISADVANTAGED BUSINESS	This column displays a check if the organization is eligible for the Disadvantaged Business business development program for small and minority-owned businesses.
EMPLOYEES	This column displays the number of employees in the organization.
GOVERNMENT AGENCY	This column displays a check if Government Agency is one of the organization types selected for the organization,
HBCU OR MINORITY INSTITUTION	This column displays a check if the organization is eligible for the HBCU or Minority Institution business development program for small and minority-owned businesses.
HUB ZONE	This column displays a check if the organization is eligible for the HUB Zone business development program for small and minority-owned businesses.
LAST UPDATED	This column displays the user name of the person who made the last changes to the organization information.
LAST UPDATED ON	This column displays the date the organization information was last changed.
MARKET	This column displays the general market in which the organization participates (for example, Commercial, Health Care, or Federal Government).
MINORITY OWNED	This column displays a check if the organization is eligible for the Minority Owned business development program for small and minority-owned businesses.
NAME	This column displays the name of the organization.
PRIOR WORK	This column displays a check if the organization has been involved in prior work that your firm has done.
RECOMMEND	This column displays a check if the organization is recommended.
RELATIONSHIP	This column displays the organization's relationship with your firm. For example, for a client organization, the field could contain Existing or Former.
SERVICE DISABLED VETERAN OWNER	This column displays a check if the organization is eligible for the Service Disabled Veteran Owner business development program for small and minority-owned businesses.
SMALL BUSINESS	This column displays a check if the organization is eligible for the Small Business business development program for small and minority-owned businesses.
SPECIALTY	This column displays the type of service or product in which the organization specializes.
SPECIALTY NOTES	This column displays any notes related to the type of service or product in which the organization specializes.
PARTNER	This column displays a check if Partner is one of the organization types selected for the organization,
VETERAN OWNED	This column displays a check if the organization is eligible for the Veteran Owned business development program for small and minority-owned businesses.
WEBSITE	This column displays the organization's Web site URL.
WOMAN OWNED	This column displays a check if the organization is eligible for the Woman Owned business development program for small and minority-owned businesses.