The enquiry email(s) and anything attached to this lead are filed into 01 Request for Proposal. A lead that has no number yet is given the next one after everything in SharePoint. One folder per job — the button disappears once it exists.

It is copied from ZZ. <year>-XXX_Project Delivery Template into 00.40 Projects, in the year of the job number, and takes the same name as the commercial folder — read from SharePoint, so the two always match. The transmittal register inside is renamed with the job number.

The job moves to live if it is not already. One folder per job — this button disappears once it exists.

It reads the enquiry email and everything held on the job, writes to the EPES structure, and saves the Word file into 02 Fee Proposal. Four to six scope items, short price schedule — a draft to edit, not to send.

The fee is never approved by this. Whatever it prints carries a red line above the Program saying so, which you delete once the figure is yours.

Tick the sections each person may use. The database enforces this — a login without a tick cannot read that section’s data at all. Admin sees everything and can manage this list. A person also needs a login: Supabase → Authentication → Users → Add user (same email, tick Auto Confirm).

Pick the folder you downloaded from the SharePoint Management library (or any files). Each file is matched to a document in the register by its reference — check the matches, untick anything you don’t want, then upload.