Fee and Proposal Job Creation
This section provides information on field mapping.
| Deltek CRM Field | Maconomy Field | Notes |
|---|---|---|
| Job Number (JobHeader.JobNumber) | From Maconomy number series | |
| Project Name (PR.LongName) + Job Template Name | Job Name (JobHeader.JobName) | Name of Fee/Proposal job |
| Jobheader.CRMOpportunityKey | ||
| Project Number (PR.WBS1) | CRM Opportunity ID (Jobheader.CRMOpportunityID) | |
| Project Name (PR.LongName) | CRM Opportunity Name (Jobheader.CRMOpportunityName) | |
| CRM Job Type
(Jobheader.CRMJobType) |
Indicates job type. “Fee” if the job was created as a fee job and “Proposal” if the job was created as a proposal. | |
| Company No. (PR.ClientID) | CRM Customer Key (CRMCustomerKeyVar) | |
| Organization (PR.Org) | Company No. (JobHeader.CompanyNumber) | |
| Fee project:
Project Currency (PR.ProjectCurrencyCode) |
Currency (JobHeader.Currency) | The Fee Project will use the currency of the opportunity.
The Proposal Project will use the currency of the company. |
| Project Manager (PR.ProjMgr) | Project Manager (JobHeader.ProjectManagerNumber) | |
| Start Date
Fee job = Start Date (PR.EstStartDate) Proposal job = Start Date (PR.OpenDate) |
Start Date (JobHeader.StartingDate) | Two different fields for Proposal and Fee jobs |
| End Date
End Date (PR.EstCompletionDate) Proposal Job = End Date (PR.EstStartDate) |
Expected Ending Date (JobHeader.ExpectedEndingDate) | Two different fields for Proposal and Fee jobs |
| Location Dimension (ProjectCustomTabFields.CustLocation) | Location
(JobHeader.LocationName) |
Dimensions are used only during job creation. No additional synchronization occurs. |
| Entity Dimension (ProjectCustomTabFields.CustEntity) | Entity
(JobHeader.EntityName) |
Dimensions are used only during job creation. No additional synchronization occurs. |
| Project Dimension (ProjectCustomTabFields.CustProject) | Project
(JobHeader.ProjectName) |
Dimensions are used only during job creation. No additional synchronization occurs. |
| Purpose Dimension (ProjectCustomTabFields.CustPurpose) | Purpose
(JobHeader.PurposeName) |
Dimensions are used only during job creation. No additional synchronization occurs. |
| Specification 1 Dimension (ProjectCustomTabFields.CustSpecification1) | Specification 1
(JobHeader.Specification1Name) |
Dimensions are used only during job creation. No additional synchronization occurs. |
| Specification 2 Dimension (ProjectCustomTabFields.CustSpecification2) | Specification 2
(JobHeader.Specification2Name) |
Dimensions are used only during job creation. No additional synchronization occurs. |
| Specification 3 Dimension (ProjectCustomTabFields.CustSpecification3) | Specification 3
(JobHeader.Specification3Name) |
Dimensions are used only during job creation. No additional synchronization occurs. |
| Specification 4 Dimension (ProjectCustomTabFields.CustSpecification4) | Specification 4
(JobHeader.Specification4Name) |
Dimensions are used only during job creation. No additional synchronization occurs. |
| Specification 5 Dimension (ProjectCustomTabFields.CustSpecification5) | Specification 5
(JobHeader.Specification5Name) |
Dimensions are used only during job creation. No additional synchronization occurs. |
| Specification 6 Dimension (ProjectCustomTabFields.CustSpecification6) | Specification 6
(JobHeader.Specification6Name) |
Dimensions are used only during job creation. No additional synchronization occurs. |
| Specification 7 Dimension (ProjectCustomTabFields.CustSpecification7) | Specification 7
(JobHeader.Specification7Name) |
Dimensions are used only during job creation. No additional synchronization occurs. |
| Specification 8 Dimension (ProjectCustomTabFields.CustSpecification8) | Specification 8
(JobHeader.Specification8Name) |
Dimensions are used only during job creation. No additional synchronization occurs. |
| Specification 9 Dimension (ProjectCustomTabFields.CustSpecification9) | Specification 9
(JobHeader.Specification9Name) |
Dimensions are used only during job creation. No additional synchronization occurs. |
| Specification 10 Dimension (ProjectCustomTabFields.CustSpecification10) | Specification 10
(JobHeader.Specification10Name) |
Dimensions are used only during job creation. No additional synchronization occurs. |
| Template
Fee Job = Fee Template (ProjectCustomTabFields.CustFeeJobTemplate) Proposal Job = Proposal Template (ProjectCustomTabFields.CustProposalJobTemplate) |
Job Template No. (JobHeader.TemplateJobNumber) | |
| Probability (PR.Probability) | Probability % (JobHeader.ProbabilityPercentage) | For Fee jobs in quote only |