Keywords - Project proposals

Available Project fields:

For use between {{#foreach Project}} and {{/foreach Project}} blocks

Example:

{{#foreach Project}}
	...
	text and codes that are generic to the project - 
	like project code, description 
	...
	text and other project codes - usually totals
	...
{{/foreach Project}}

TIP: If you insert a TextBox within your document , and want to include template codes you need to either

• Ensure the "anchor point" for the text box is within/after the {{#foreach Project}} of the document body

Or (if anchor point is outside the bodiess {{#foreach Project}} - as shown below)

• Add a separate pair of {{#foreach Project}} and {{/foreach Project}} inside the TextBox .

Example:

Keyword	Notes
Organisation
{{Organisation.Name}}
{{Organisation.Address}}
Project
{{Code}}
{{Name}}
{{Description}}
{{SpecialInstructions}}
{{ManagerName}}
{{ManagerLastName}}
{{ProjectGroupName}}
{{PriceTypeName}}	Typically text = "Fixed Price" or "Time and Materials"
{{CustomerRef}}	The value from the Customer Reference field
{{SupplierNumber}}
Customer
{{Customer.Code}}
{{Customer.Name}}
Customer - Address
{{Customer.Address1}}
{{Customer.Address2}}
{{Customer.Suburb}}
{{Customer.City}}
{{Customer.State}}
{{Customer.PostCode}}
Customer - Contact Default	The default contact for the customer, as per the Customer profile
{{Customer.ContactLastName}}
{{Customer.ContactFirstName}}
{{Customer.ContactName}}
{{Customer.ContactEmail}}
{{Customer.ContactPhone}}
{{Customer.ContactMobile}}
{{Customer.ContactFax}}
Customer - Contact - For Project	The optionally selected contact assigned for the project
{{Contact.FirstName}}
{{Contact.LastName}}
{{Contact.Name}}
{{Contact.Email}}
{{Contact.Phone}}
{{Contact.Mobile}}
{{Contact.Fax}}
Dates
{{StartDate}}
{{EndDate}}
{{CurrentDate}}
{{CurrentDateLong}}
Values
{{Currency}}
{{FixedPrice}}
{{TaxCode}}	e.g. GST
{{TaxName}}	e.g. Goods and Services Tax
{{ChargeTotal}}	Total charges (excluding tales tax)
{{TotalTax}}	Total sales tax amount
{{ChargeTotalInclTax}}	Total charges (including sales tax)
{{TimeChargeTotal}}	TimeChargeTotal
{{MaterialChargeTotal}}	MaterialChargeTotal
{{ExpenseChargeTotal}}	ExpenseChargeTotal
{{MilestoneChargeTotal}}	MilestoneChargeTotal

The following sections are to exist within the main {{#foreach Project}}/{{/foreach Project}} grouping

example.

{{#foreach Project}}
	...
	text and codes that are generic to the project - like project code, description 
	...
{{#foreach Milestone}}
	table with Milestone line items
{{/foreach Milestone}}
	...
	text and other project codes - usually totals
	...
{{/foreach Project}}

Available Project Task fields:

For use between {{#foreach Task}} and {{/foreach Task}} blocks

Keyword	Notes
Tasks	Project task.
{{Name}}
{{StartDate}}
{{EndDate}}
{{Billable}}
{{HasFixedPrice}}
{{ManHrs}}
{{Charge}}

Available Project Material fields:

For use between {{#foreach Materials}} and {{/foreach Materials}} blocks

Keyword	Notes
Materials	Project material.
{{Category}}
{{Name}}
{{Billable}}
{{UnitCharge}}
{{Quantity}}
{{Charge}}

Available Project Expense fields:

for use between {{#foreach Expenses}} and {{/foreach Expenses}} blocks

Keyword	Notes
Expenses	Project expense.
{{Category}}
{{Name}}
{{Billable}}
{{Charge}}

Available Project Milestone fields:

for use between {{#foreach Milestones}} and {{/foreach Milestones}} blocks

Milestones

{{Name}}

{{Description}}

{{ScheduledDate}}

{{AmmountToInvoice}}

Keyword	Notes
Milestones	Project expense.
{{Name}}
{{Description}}
{{ScheduledDate}}
{{AmmountToInvoice}}