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Project Proposal Document Keyword Template

In this guide, learn how to add keywords to your custom project proposal document templates

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Project Template Keywords

Project Template Keywords

For use between {{#foreach Project}} and {{/foreach Project}} blocks

Section Keyword What It Means
Organisation {{Organisation.Name}} Your organisation name
{{Organisation.Address}} Your organisation address
{{Organisation.CompanyContactWebsite}} Your organisation website
{{Organisation.CompanyBusinessNo}} Your organisation business / registration number
Project {{ProjectId}} Project system ID
{{Code}} Project code
{{Name}} Project name
{{Description}} Project description
{{SpecialInstructions}} Special instructions for the project
{{ManagerName}} Project manager full name
{{ManagerFirstName}} Project manager first name
{{ManagerLastName}} Project manager last name
{{ProjectGroupName}} Project group name
{{PriceTypeName}} Pricing type (Fixed Price, Time & Materials, etc.)
{{PriceType}} Internal pricing type value
{{CustomerRef}} Customer reference
{{CustomerReference}} Same as Customer Reference
{{QuoteLabel}} Quote label
{{TeamMembers}} Team members assigned
{{Approvers}} Project approvers
{{PeerManagers}} Peer managers
{{MaterialsUnderTasks}} Y/N if materials under tasks
{{MaterialsUnderTasksValue}} True/false internal value
{{MaterialLocation}} Material location
Customer {{CustomerId}} Customer system ID
{{Customer.Code}} Customer code
{{Customer.Name}} Customer name
Dates {{StartDate}} Start date
{{EndDate}} End date
{{CurrentDate}} Today’s date
{{CurrentDateLong}} Long formatted date
{{QuoteExpiryDate}} Quote expiry date
Values {{Currency}} Currency used
{{FixedPrice}} Fixed price formatted
{{ChargeTotal}} Total charges excl tax
{{TotalTax}} Total tax
{{ChargeTotalInclTax}} Total incl tax

For use between {{#foreach Task}} and {{/foreach Task}} blocks

Section Keyword What It Means
Tasks {{TaskId}} Task system ID
{{Name}} Task name
{{StartDate}} Task start date
{{EndDate}} Task end date
{{Description}} Task description
{{Billable}} Y/N if billable
{{Charge}} Charge formatted

For use between {{#foreach Materials}} and {{/foreach Materials}} blocks

Section Keyword What It Means
Materials {{Name}} Material name
{{Quantity}} Quantity
{{UnitCharge}} Unit charge
{{Charge}} Total charge

For use between {{#foreach Expenses}} and {{/foreach Expenses}} blocks

Section Keyword What It Means
Expenses {{Name}} Expense name
{{Charge}} Charge amount

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