Project Creation Form

Project Creation Form
Date*

MonthDayYear
Date
PES Project Number
HubSpot Record ID*
Deal Closer Email:*
example@example.com
Proposal Technical Lead Email:*
example@example.com
Customer*
Customer Select:*
New Customer Name:
Customer Lookup*
Sales Rep (Org. Intro)
Sales Rep (First RFQ)
Sales Rep. Recruiter
New Customer Sales Rep (Org. Intro)*
New Customer Sales Rep (First RFQ)*
New Customer Sales Rep. Recruiter*
PES Org chart for reference to the new customer fields above:
Project Manager*
Project Manager Email
Project Manager Email
Project Description*
From Proposal
Purchase Order Number
Purchase Order Number
Initial Purchase Order Amount*
Does project have any 3rd party costs to PES?*
Total 3rd Party Costs to PES*
Dollar Amount to Put in Access File:
Customer Job Number
Oil & Gas or Other?*

Oil & GasOther Industry
Project Type*
Choose One
Project Start Date*

MonthDayYear
Date
Promised Delivery Date (Phase or Final)*

MonthDayYear
Above project delivery date must be approved by customer. This can be a phase of the project or final delivery.
Date Information is Needed from Client to Complete Project On Time

MonthDayYear
Date
Are any of the following provided?

Project specificationsDrawings3d modelsDocuments
Upload Associated Files

Browse Files

Cancelof
List of project documents/ specifications provided:
Related Projects
Projects That Have Relevant Information Relating to This Project.
Special Project Instructions:*
Proposal Lead Approval Status:
Org Intro Pay
Dec Maker Intro Pay
Rep Recruiter Pay
Should be Empty: