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Overview
There are different lists that are used throughout InFocus. There are 2 types of Lists; System and User. User Lists can be changed at any time. Below you will see a description of each User list with sample detail Items.
Note - If the "Quickstart" scripts were run on your system, you may have the items below.
Key Concepts
| • | Most User Lists are referenced lists. That means, if the text of a list item is changed after other records in the system have been assigned to the changed list item, those records will pick up the new text. The Non-Referenced lists are Name Suffixes, Name Prefixes, and Postal States. |
| • | A list is Non-Referenced if it is possible to type in a value in the associated drop-down that is not in the list. |
| • | User lists are completely controlled by the user. They can be added to, edited, deleted, and reordered. |
Field Descriptions
Activity Types
Description - The Activity Types list is used in both Activities and Notes throughout the system. You can supply an Activity Type when creating a follow-up activity. To find the Activity Types list go to Marketing>Activities>Activity (double-click on Calendar Time slot) OR got to the Notes Tab in the Clients, Vendors or Projects applets.
| • | Detail Item 1: Phone Calls |
| • | Detail Item 3: Appointment |
| • | Detail Item 4: Service Issue |
Billing Groups
Description - The Billing Group list is typically used to group projects together by Billing Type. This list can be used as a grouping tool when invoicing. Projects that have been assigned the same Billing Group can be invoiced at the same time. To find the Billing Groups list go to Project Administration>Projects>Billing Tab>Billing Group Section.
Billing Term
Description - The Billing Terms list used in both the Client and Project applets. This is a list of terms of payment. The list is for display purposes only, and can be configured to display on an invoice. To find the Billing Groups list go to Project Administration>Projects>Billing Tab>Billing Terms Section OR go to Accounts Receivable>Clients>Billing Tab>Payment Terms Section.
Client Specialties
Description - The Client Specialties list used in the Clients applet. This is a list of specialty areas of your clients. The list is for display purposes only, and can be configured to display on an invoice. To find the Client Specialties list go to Accounts Receivable>Clients>General Tab>Client Type / Specialty Section.
| • | Detail Item 1: Transportation |
| • | Detail Item 2: Graphic Design |
| • | Detail Item 3: Graphic Design |
| • | Detail Item 4: Architecture |
| • | Detail Item 5: Engineering |
| • | Detail Item 6: Geotechnical Engineers |
| • | Detail Item 7: Environmental Engineers |
| • | Detail Item 8: Electrical Engineers |
Client Types
Description - The Client Types list used in the Clients applet. This is a list of the types of clients that you may work with. The list is for display purposes only, and can be configured to display on an invoice. The list is for display purposes only. To find the Client Types list go to Accounts Receivable>Clients>General Tab>Client Type / Specialty Section.
| • | Detail Item 1: Federal Government |
| • | Detail Item 2: State Government |
| • | Detail Item 3: Local Government |
| • | Detail Item 4: Non-Profit |
| • | Detail Item 5: Health Care |
| • | Detail Item 6: Education |
| • | Detail Item 7: Commercial |
| • | Detail Item 8: Residential |
Contact Employee Type
Description - The list of Contact Employee Types is typically used to classify the Relationship Type the contact represents at their Firm. To find the Contact Employee Type list go to Marketing>Contacts>Contact Detail (double-click on the contact)>Employee Associations Tab>Relationship Column.
| • | Detail Item 2: Human Resources |
| • | Detail Item 3: Marketing |
Contract Type
Description - The list of Contract Types used to classify the Billing Type of your project. It is typically used for internal classification and does not control the actuall Billing Terms of a project. The list is for display purposes only. To find the Contract Type list go to Project Administration>Projects>General Tab>Project Types Section.
| • | Detail Item 1: Time and Materials |
| • | Detail Item 2: Time and Materials to Max |
| • | Detail Item 3: Cost Plus |
| • | Detail Item 4: Cost Plus to Max |
| • | Detail Item 5: Fixed Fee |
| • | Detail Item 6: Phased Fixed Fee |
| • | Detail Item 7: Percent of Construction |
Employee Contact Type
Description - The list of Employee Contact Type is used to classify the relationship between the Employee and the Contact. It is typically used for internal classification and is assigned when you add a Contact through the Employees applet. To find the Employee Contact Type list go to Human Resources>Employees>Contacts Tab>Contact Detail (double-click on the contact)>General Tab>Firm/Associations Section>Relationship Type.
| • | Detail Item 2: Associate |
| • | Detail Item 3: Former Co-worker |
| • | Detail Item 5: Business Associate |
| • | Detail Item 6: Fellow Board Member |
Event Types
Description - The Event Types list is used to specify an Event Type when creating a Contact. To find the Event Types list go to Marketing>Contacts>Contact Detail(double-click on the contact)>Marketing Tab>Interests Section.
| • | Detail Item 1: Conference |
| • | Detail Item 4: Trade Show |
Firm Contact Type
Description - The list of Firm Contact Type is used to classify the relationship between the Firm and the Contact. It is typically used for internal classification and is assigned when you add a Contact through the Firms applet. To find the Firm Contact Type list go to Marketing>Firms>Contact Detail (double-click on firm)>General Tab>Relationship Type.
| • | Detail Item 1: Project Manager |
| • | Detail Item 2: Lead Engineer |
| • | Detail Item 3: Principal |
| • | Detail Item 4: Accounting |
FOB Terms
Description - Used by Purchase Orders to define terms of responsibility for the safety and quality for Freight On Board (FOB).
FS Groups
FS Groups gives the user the ability to group G/L Accounts for use in designing Financial Statements. Each FS Group (e.g. FS Group 1, 2, 3, 4) can have an unlimited number of designations. FS Groups defined here are assigned to G/L Accounts via the FS Groups tab (GA>Chart of Accounts) and leveraged when designing Financial Statements that use a Filter Range.
Gift Types
Description - The Gift Types list is used to specify a Gift Type when creating a Contact. To find the Gift Types list go to Marketing>Contacts>Marketing Tab.
| • | Detail Item 3: Retirement |
| • | Detail Item 4: Maternity |
Lead Sources
Description - The Lead Sources list is used to classify the source of a Lead when creating a Contact or Opportunity. To find the Lead Sources list go to Marketing>Contacts>Marketing Tab OR go to Marketing>Opportunities>General Tab>Opportunity Info Section.
| • | Detail Item 2: Advertising |
| • | Detail Item 3: Trade Show |
| • | Detail Item 4: Personal Contact |
| • | Detail Item 5: Client Referral |
| • | Detail Item 6: Associations |
Lead Stages
Description - The Lead Stages list is typically used to designate the stage of a Lead when creating a Contact. To find the Lead Stages list go to Marketing>Opportunities>General Tab>Opportunity Info Section.
| • | Detail Item 4: Short Listed |
Market Sectors
Description - The Market Sectors list is typically used to designate the percentage of a Market Sector that a Project or Opportunity represents. To find the Market Sectors list go to Marketing>Opportunities>General Tab>Markets Sectors Section OR Project Administration>Projects>Market Sectors.
| • | Detail Item 1: Federal Government |
| • | Detail Item 2: State Government |
| • | Detail Item 3: Local Government |
| • | Detail Item 4: Non-Profit |
| • | Detail Item 5: Health Care |
| • | Detail Item 6: Education |
| • | Detail Item 7: Commercial |
| • | Detail Item 8: Residential |
MessageTypes
Message Types are used by UT>Messages Manager to categorize messages.
| • | Messages Types - Categorizes types of messages |
Name Prefixes
Description - The Prefixes that are used when creating Names throughout InFocus.
Name Suffixes
Description - The Suffixes that are used when creating Names throughout InFocus.
Note Types
Description - The Note Types list is used when creating Notes throughout the system. You can supply a Note Type when creating a Note. To find the Note Types list go to the Notes Tab in the Clients, Vendors or Projects applets.
| • | Detail Item 1: Phone Calls |
| • | Detail Item 4: Appointment |
Payment Terms
Description - The Payment Terms for vendors as they are set up. To find the Payment Terms list go to Accounts Payable>Vendors>General Tab>Payment Terms Section.
Payroll Groups
Description - The Payroll Groups are used to group together employees when running the Payroll export. Payroll Groups are a user-defined list that allows for multiple runs of the Labor Distribution posting procedure. More on Labor Distribution To find the Payroll Groups list go to Human Resources>Employees>Employee Information Tab>Company Information Section.
If you were navigating from the setup page, click here to return to Labor Distribution Setup
| • | Detail Item 2: Bi-Weekly |
| • | Detail Item 3: Semi-Monthly |
PO Item Receipt Status
Description - Used by the Purchasing module to define available statuses for receiving goods and services related to a Purchase Order.
Postal States
Description - The Postal States are used when creating Addresses. The Postal States lists are used in Addresses throughout InFocus.
| • | Detail Items: The 50 US States |
Project Contact Types
Description - The list of Project Contact Types is used to classify the relationship between the Project and the Contact. It is typically used for internal classification and is assigned when you add a Contact through the Projects applet. To find the Project Contact Types list go to Project Administration>Projects>Contacts Tab>Contact Detail (double-click on Contact)>Relationship Column.
| • | Detail Item 1: Project Manager |
| • | Detail Item 2: Lead Engineer |
| • | Detail Item 3: Principal |
| • | Detail Item 4: Accounting |
Project Report Types
Description - The Project Report Types list is typically used to group projects together by a user defined Report Type. To find the Project Report Types list go to Project Administration>Projects>General Tab>Project Types Section.
| • | Detail Item 1: Commercial |
| • | Detail Item 2: Residential |
| • | Detail Item 3: Environmental |
| • | Detail Item 5: Office Building |
| • | Detail Item 6: Sports and Recreation |
| • | Detail Item 7: Transportation |
| • | Detail Item 8: Government |
Project Roles
Description - The Project Roles list is typically used to grant Project Manager access using the Project Roles Applet. To find the Project Roles list go to Administration>Project Roles.
| • | Detail Item 1: Alternate Project Manager |
| • | Detail Item 2: Project Team Lead |
| • | Detail Item 3: Junior Project Manager |
Shipping Terms
Description - Used by Purchase Orders to define terms for shipping goods
Social Types
Description - The Social Types list is used to specify a Social Event Type when creating a Contact. To find the Social Types list go to Marketing>Contacts>Contact Detail(double-click on the contact)>Marketing Tab>Interests Section.
| • | Detail Item 2: Wine Tasting |
Sport Types
Description - The Sport Types list is used to specify a Sport Type when creating a Contact. To find the Sport Types list go to Marketing>Contacts>Contact Detail(double-click on the contact)>Marketing Tab>Interests Section.
| • | Detail Item 2: Basketball |
Unit Types
Description - Unit of measurement an Item represents (e.g. Each, Dozen, Box, Day, etc.). Note, this is not used in calculating extended cost on the Purchase Order.
Vendor 1099 Types
Description - The Vendor 1099 Types list is used to specify a specific group of Vendors as a 1099 Type. This allows you to load the specific group when running 1099-MISC forms through InFocus. To find the Vendor 1099 Types list go to Accounts Payable>Vendors>Settings Tab>Vendor Types Section>1099 drop-down.
| • | Detail Item 2: Non-Employee |
| • | Detail Item 3: Compensation |
Vendor Types
Description - The Vendor Types list is used to specify a specific group of Vendors as a user defined Vendor Type. To find the Vendor Types list go to Accounts Payable>Vendors>Settings Tab>Vendor Types Section>Standard drop-down.
| • | Detail Item 2: Non-Trade |
| • | Detail Item 3: Subcontractor |
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