I. Project Requests

Account Team (Account) should make every effort to determine the project budget in advance of estimating.

• Account generates WMJ project request and “submits” to production for review and estimating. It is important to include:
• Previous job number, if applicable.
• Job description — as detailed as possible, including size, quantities, number of colors, involvement of team members, etc.
• Budget # or range.
• Due date. This is for the project due date. If left blank, Production will make an assumption based on scope.
• Shipping/delivery instructions.
• Any relevant documents showing feedback (uploaded with the Project Request).
• For any changes to submitted Project Reqeusts, add “REVISION DATED --/--/-- in the project description box with your updated scope description. If a project is already open, send a conversation to Production that the scope has been updated on the Project Request.

Note: Advertising media space purchase must be on a separate request from all other aspects, such as asset creation, proofs, etc. Do not combine conventional and digital projects on the same project request. See Production with questions.

• Shipping Instructions
• Account is responsible for gathering and communicating shipping instructions through a WMJ conversation -- before files are released to the vendor.
• Special Shipping: Account must provide any Client or third party shipping instructions, such as distribution center labeling requirements, receipt or manifest examples, trade show or event restrictions, etc. See Production if any questions.

• Non-billable Projects

• All activity needs a project request to manage our resources. All Client non-billable work must be approved by Tighe, Susan or Rob before a project request is submitted. On-going annual projects, such as website maintenance, are not estimated, but one-off projects and new business efforts are estimated for task tracking and outside expenses.
• Client non-billable work or new business for an existing Client should be opened under the existing Client prefix, noting who approved the non-billable work.
• New Business Pitches, RFPs and RFIs should be opened under the MMC prefix with RFQ or RFP, or RFI in the project name.

MMC internal needs (hardware purchases, website maintenance, social media, PR, etc.) should be opened under the MMC prefix.