Monday.com or similar open source database
Budget: £3,000 – £5,000 GBP
We require setup of a basic Monday.com CRM/project management database for use within a consultancy/project management business. The database is to initially capture base information of each project including client name, address, contact information, project number (automatically raised), project information, cost & expenditure capturing etc.
Over time the initial basic scope will be increased to provide additional functionality.
overview of basic requirements listed below;
Headline information
1. Date
2. Project Number (auto generated)
3. Project manager name
4. Project Name
5. Client Project Manager Name
6. Project description
Fee proposal (multiple entries per project)
1. Description (S1, S2, S3)
2. Status ( awaiting issue, issued, accepted, live, awaiting SOS etc.)
3. Proposal reference number
4. Fee charge
5. Issue Date
6. Acceptance date
Project Information
1. Estimated start on site
2. PC date
3. Main contractor information
Project Financials
1. Budget cost (list costs)
2. Tender strategy (meeting date, agreed actions, follow up)
3. ITT production (ability to attach copy)
4. Tender Analysis
5. CE value
6. CE proposal (quotation) - (ability to attach document)
7. CE Purchase order number
8. CE invoiced by (option to select multiple suppliers and date to be invoiced)
9. IDNO information
10. AV total
11. Invoiced date
Recharges and project costs
1. Draw down of fee proposal costs
2. Adding of recharges/incurred costs
3. integration with SAGE
Record Search
1. Assign record search to project
2. Start date
3. Anticipated completion
4. Completion date
5. Costs & recharges
Over time the initial basic scope will be increased to provide additional functionality.
overview of basic requirements listed below;
Headline information
1. Date
2. Project Number (auto generated)
3. Project manager name
4. Project Name
5. Client Project Manager Name
6. Project description
Fee proposal (multiple entries per project)
1. Description (S1, S2, S3)
2. Status ( awaiting issue, issued, accepted, live, awaiting SOS etc.)
3. Proposal reference number
4. Fee charge
5. Issue Date
6. Acceptance date
Project Information
1. Estimated start on site
2. PC date
3. Main contractor information
Project Financials
1. Budget cost (list costs)
2. Tender strategy (meeting date, agreed actions, follow up)
3. ITT production (ability to attach copy)
4. Tender Analysis
5. CE value
6. CE proposal (quotation) - (ability to attach document)
7. CE Purchase order number
8. CE invoiced by (option to select multiple suppliers and date to be invoiced)
9. IDNO information
10. AV total
11. Invoiced date
Recharges and project costs
1. Draw down of fee proposal costs
2. Adding of recharges/incurred costs
3. integration with SAGE
Record Search
1. Assign record search to project
2. Start date
3. Anticipated completion
4. Completion date
5. Costs & recharges