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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.
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 do NOT HAVE access to Salesforce, please follow this link,
Requirements:
Access to Salesforce. Please utilize the Estimating Resource Schedule for Salesforce Opportunity Numbers and the exact naming of the project. (The Naming convention for Salesforce, Estimating Resource Schedule, and Anywhere should match identically).
If an opportunity has been created in Salesforce; the Opportunity Name and Number shall be used.
The "Project Number" in Anywhere shall match the Salesforce Opportunity Number; including all leading zeroes. (Example: 00XXXXX)
No duplication of Salesforce [Project] names and numbers will be allowed. (i.e. when searching the Project Schedule by opportunity name or number; only (1) opportunity should be found).
All Estimate(s), Contract(s), and Change Order(s) shall be housed in the same "Project".
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.
Awarded Projects shall have the "Project Number" updated to include the ViewPoint Job Number. (Example: 0001234_1234567)
Project Level:
Project Level:
Salesforce / Opportunity:
Salesforce / Opportunity:
Project Name:
Salesforce Opportunity Name
Project Number:
Salesforce Opportunity Number
Example:
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Names and Numbers must match exactly between Salesforce, the Estimating Resource Schedule, and Accubid Anywhere
Note:
For users that do NOT have access to Salesforce; Opportunity information will be provided by the Estimating Manager or Group Manager.
Salesforce Opportunity Numbers shall include all leading Zero's. (Example: 000XXXX)
Estimate Level:
Estimate Level:
Salesforce / Opportunity:
Salesforce / Opportunity:
Estimate Name:
Salesforce Opportunity Name
Estimate Number:
Salesforce Opportunity Number
Examples:
⚠️
Names and Numbers must match exactly between Salesforce, the Estimating Resource Schedule, and Accubid Anywhere
Note:
For users that do NOT have access to Salesforce; Opportunity information will be provided by the Estimating or Group Manager.
Typically, the Estimate Name and Number should match the Project Name and Number
Salesforce Opportunity Numbers shall include all leading Zeroes. (Example: 000XXXX) - See the examples above.
If revisions need to be created, please add Rev. #1 or similar to the Estimate Name and a ".1", ".2", ".3", etc. to the Estimate Number - See the examples above.
Project and Estimate(s) with correct naming convention and Salesforce Opportunity Number:
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