Napier PROAD Support

Category: Setting Up Projects and Creating Quotes

/Setting Up Projects and Creating Quotes /

3 Setting up Projects

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3.1 Project Types

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3.10 The Project Doesn’t Have a Fixed Cost. How do I Create a Quote/Tasks?

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3.11 Can One Invoice or Quote Need Several Jobs? NO!

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3.2 Project Naming Conventions

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3.3 Project Stages

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3.4 Project Delivery Dates

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3.5 Project Details Tab

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3.6 Quotes Overview

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3.6.1 Importing Quotes

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3.6.10 Importing items into a quote using modules

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3.6.2 Consultancy Quotes

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3.6.3 Creating a time and material quote

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3.6.3 Time and Materials Quote

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3.6.4 Including Several Activities on One Quote (or Invoice) Line

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3.6.5 Advertising and Commission Quotes

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3.6.6 Adding Time to Manage Media Buyer and Production

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3.6.7 Multiple Currency Quotes

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3.6.8 Accounting for time when marking up external cost

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3.6.9 Entering items for quotes

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3.7 Marking Up/Profit Margins

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3.8 How do I Create a Project for a Press Tour?

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3.9 How do I Create a Project for Advertising Placements?

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Recent Posts

  • 14.8 What Service Codes to Use When Booking Time or Invoicing
  • 3.11 Can One Invoice or Quote Need Several Jobs? NO!
  • 8 Credit Notes
  • 17. Billable Service Codes
  • 2.4 Internal (INTxx) Codes

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    • Introduction
    • Getting Started and Recording Time
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    • Design Projects – Special Notes
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    • Appendix A – What Should be Billed to Clients
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