Project Proposal Template Codes
These codes can be used for project proposals.
| Organisation {{Organisation.Name}} {{Organisation.Address}} |
Customer {{Customer.Code}} {{Customer.Name}} |
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| Project {{Code}} {{Name}} {{Description}} {{SpecialInstructions}} {{ManagerName}} {{ManagerLastName}} {{ProjectGroupName}} {{PriceTypeName}} "Fixed Price" or "Time and Materials" {{CustomerRef}} {{SupplierNumber}} |
Values {{Currency}} {{FixedPrice}} {{TaxCode}} e.g. GST {{TaxName}} e.g. Goods and Services Tax {{ChargeTotal}} Total charges (excluding sales tax) {{TotalTax}} {{ChargeTotalInclTax}} {{TimeChargeTotal}} {{MaterialChargeTotal}} {{ExpenseChargeTotal}} {{MilestoneChargeTotal}} |
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| Customer - Address {{Customer.Address1}} {{Customer.Address2}} {{Customer.Suburb}} {{Customer.City}} {{Customer.State}} {{Customer.PostCode}} |
Customer - Contact Default {{Customer.ContactLastName}} {{Customer.ContactFirstName}} {{Customer.ContactName}} {{Customer.ContactEmail}} {{Customer.ContactPhone}} {{Customer.ContactMobile}} {{Customer.ContactFax}} |
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| Customer - Contact - For Project {{Contact.FirstName}} {{Contact.LastName}} {{Contact.Name}} {{Contact.Email}} {{Contact.Phone}} {{Contact.Mobile}} {{Contact.Fax}} |
Dates {{StartDate}} {{EndDate}} {{CurrentDate}} {{CurrentDateLong}} |
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| Project Task Fields - Use between {{#foreach Task}} and {{/foreach Task}} {{Name}} {{StartDate}} {{EndDate}} {{Billable}} {{HasFixedPrice}} {{ManHrs}} {{Charge}} |
Project Material Fields - Use between {{#foreach Materials }} and {{/foreach Materials}} {{Category}} {{Name}} {{Billable}} {{UnitCharge}} {{Quantity}} {{Charge}} |
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| Project Expense Fields - Use between {{#foreach Expense}} and {{/foreach Expense}} {{Category}} {{Name}} {{Billable}} {{Charge}} |
Project Milestone Fields - Use between {{#foreach Milestone }} and {{/foreach Milestone}} {{Name}} {{Description}} {{ScheduledDate}} {{AmountToInvoice}} |
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Posted: Tue 18 Apr 2023
