The following Naming Convention has been established to aid in the locating and extracting of data to be used by other parts of the organization.  With the rapid growth of the company, and the need to capture, evaluate, and use data, a consistent naming convention must be used by all.

If you HAVE access to Salesforce, please follow this link.

Requirements:

• All Estimate(s), Contract(s), and Change Order(s) shall be housed in the appropriate "Project".

• No duplication of Project Names and Numbers shall be used.  (i.e. when searching the Project Schedule by Project Name or Number; only (1) project should be found).

• The Project Name shall be descriptive, including the Client's Name.  Additionally, Project Numbers need to begin with the user's initials (3 characters, all UPPER CASE), followed by the date the bid is due.  (Example:  XXX20290705)

• When a project is awarded; the "Project" (and all associated estimate(s)), shall be moved to the [Project Management (Awarded Projects Only!)] folder; before Contract(s), and Change Order(s) are created.

Project Level:

Opportunity not generated in Salesforce:

Note: If multiple projects are created on the same day, please add a ".1", ".2", ".3", etc. to the Project Number.  (Example:  ADZ20290705.1)

Estimate Level:

Opportunity not generated in Salesforce:

Note:

• Typically, the Estimate Name and Number should match the Project Name and Number

• If multiple estimates are created on the same day, please add Rev. #1  or similar to the Estimate Name and a ".1", ".2", ".3", etc. to the Estimate Number - See the examples above. -  (Example:  ADZ20290705.1)