Work can only proceed if an estimate is approved and the project is kicked off. Susan G., Rob or Tighe can approve exceptions where work must begin before estimate approval.
- Estimate Approval
- Estimate approval must be documented in the WMJ approval comment box to include the Client contact, date, time and method of approval (i.e. Mark Smith approved estimate 6/12/19 at 3 PM via email).
- Estimate approval notifications in WMJ go to the Marketing Assistant, Production, Resource Management, Project Management and Creative/Digital leaders.
- The Marketing Assistant prints the approved estimate for Agency record.
- Active Project Folders
- After receiving the approved estimate notification, the Marketing Assistant (at front desk) creates standard server folders on Active Jobs for each project.
- The active budget will show on the WMJ project home screen when approved (until approval $0.00 shows).
Did you find what you were looking for? Is there anything that needs improvement?