Project Intake Form (PIF)
Project Intake Form Essentials Quiz
Test your knowledge on the essential practices for completing a Project Intake Form (PIF) effectively. This quiz covers important aspects that contribute to smooth project setup and management.
- Learn the significance of accurate data entry.
- Understand the importance of utilizing placeholders correctly.
- Explore why detailed contact information matters.
What is the most important reason for completely filling out a Project Intake Form?
A. To make more work for the Project Coordinator
B. To provide as much information as possible for setting up the project in Netsuite
C. To make more work for the Project Manager
D. To create another document to go into the project file
Placeholders are acceptable information that do not need any follow up.
True
False
Why are Purchase Orders, Work Orders, & Claim Numbers so important?
A. They help to distinguish similar projects
B. They are essential for invoicing
C. It is a required field in Netsuite
D. They help to link projects in Netsuite to the Purchase Order / Work Order contracts and document files
E. All of the above
It’s important to include all contact information; including phone number, email address, and mailing address for the main contact and the billing contact.
True
False
If there isn’t a proposal number, what should be entered into the Proposal Number field?
A. Opportunity Number
B. “None”
C. Leave the field blank
D. A or B
E. A or C
For established clients the Special Invoicing Requirements field is not important because the information is probably already in Netsuite
True
False
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