Professional Documents
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Create Project Form
Create Project Form
Instructions:
1) Green color shows validations are applied.
2) Yellow color shows red border is not visible, but validations are applied.
a] Summary
1) *Project Title
2) *Project Category
3) *Project Partner
4) *Project Manager
5) *Project Members
6) *Project Start Date // border is not visible
7) *Project End Date // border is not visible
8) *Project Brief
9) *Project Area
10) *Sector
11) *How the project will be executed?
12) *Name of primary client // border is not visible
13) Name of secondary client (if applicable)
14) *Project Type
15) *Approx no. of days to receive the primus payment after raising the invoice.
c] Project Financial
1) Billing type // message not showing
- Is project billable to client? - Is subcontractor involved ?
- Are there any OPE expenses to be charged to the client?
d] Invoice Details
1) *Invoice amount to be charged, *Date of invoice to be raised, *Invoice Description
e] Documents attached
-Upload work order/ LOI/ agreements
-Upload Contarctor/ subcontractor agreements
- Project deliverables
-Additional Documents
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If project category = Delivery
c] Summary
1) Approx no. of days to receive the primus payment after raising the invoice.*
d] Invoice Details
1) *Invoice amount to be charged, *Date of invoice to be raised, *Invoice Description
e] Client Data
1) Project client 4) Client GST ID // Validations not applied
2) Client ID 5) Client PAN no
3) Client name 6) Client TAN no