This SOP defines the steps to set up new projects, including folder creation, QuickBooks setup, Monograph entry, and Slack channel creation.
1 Create a project folder > 3 - Projects > Duplicate this folder: 0000.00 _Project Folder Template
2 Rename with Project number [ year - next number ]
3 Save signed contract From the Marketing Prospects folder to 3.1a Project Management / a - Client Contract
1 Check if the Customer profile exists in QB or is new
2 Create a Customer Profile in QuickBooks with Client contact info - email + phone number > provide W9 if they request it.
3 Create Project : Go to left gray side bar > projects > top left green button : New Project - Use project number - underscore_project name - Select: In Progress
4 Create Estimate - Within the Project, you just created - Go to the top left green Button : Add to Project : Estimate - Estimate number to be project number - and connect project - pay attention if phases price the project. the estimate will need to be broken down in phases - Include PO # if it is a Mecklenburg County project.
5 In the Product/Service column of the Estimate select Architectural Services for Architectural phases and Engineering Services for consultants engineers: MEP, Civil, Structural, Etc
6 Upload proposal to attachment section and save (do not select save & send)
1 Select "Projects" from left side menu
2 Select "New Project" in top right corner
3 Enter project name, number, choose color, and choose architecture template then create.
4 Add budget for any categories comparing to "compensation" section of proposal.
5 Go to "general" tab to add project info. Under client, add new client if needed.
1 Create Slack Channel - Project number_Project Name (*cannot have spaces, underscore must between all words)
2 Add Channel to Team Group