New Project
Γ
Ref (auto)
Project name
PM
Status
Future
Event date
Expected turnover (β¬)
Commission % (leave blank for manual entry)
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Save Project
Raise RFP
Γ
RFP Reference
Amount (β¬)
Due date
Status
Pending
Received
Partial
Notes
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Save RFP
Raise Invoice
Γ
Invoice Reference
Amount (β¬)
VAT Quarter
β Select quarter β
Invoice date
Notes
Raising this invoice enables status to be changed to Closed.
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Raise Invoice
Change Status
Γ
Project
New status
Future
Closed
Cannot set to Closed β no invoice has been raised for this project yet.
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Update Status
Add Supplier Reminder
Γ
Project
Supplier name
Amount due (β¬)
Due date
π§ Email notification sent 1 week before due date.
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Save Reminder
Add Project Manager
Γ
Full name
Short name
Email
Phone
Monday.com name (exact spelling)
An email invite will be sent so the PM can set their password. They will only see their own projects.
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Add PM & Send Invite
Detail
Γ
Supplier Payments
Γ