Adding Financial Fields in ProjectMark CRM
Projectmark
1
Navigate to [https://app.projectmark.com/client/crm/opportunities/board](https://app.projectmark.com/client/crm/opportunities/board)
2
Click "Financial"
3
Click "Add Field" if you wish to add additional information not set out in the default view
4
Select the additional field you wish to populate such as Approved changes, total cost and pending changes etc,.
5
You can add the Engineer's original Estimate and track any changes made in the field next to it.
6
The original budgeted amount can be added here and any changes can be added next to it.
7
The initial reported contract value can be added in this field and any updates to this can be added in the field next to it.
8
The project value modifier tag can be selected here to adjust the main project value at the top of the screen on the left. Any changes made in this field will automatically adjust the top value as well.
9
Any profit calculations can be added here
10
If the percentage of profit is known you can add it in this field.
11
The first round of bidding info can be added here.
12
Second round of bidding can be added here.
13
The BAFO information can be populated here as well as any changes can be added in the field next to it.
14
Any changes in pricing can be added in the fields below.
