1. Interior Design PM
  2. Implementation and migration
Reference

How a Interior Design PM rollout works

Pilot one client site and trace a room decision to accepted work.

  1. Agree the operating boundary

    Choose the studio organization, client project and a design package with a clear owner. Identify who decides room revisions and who accepts completed delivery.

  2. Map the source data

    Bring project codes, site contacts, package record numbers and team identities into a consistent organization scope. Preserve existing revision and decision references.

  3. Configure a bounded pilot

    Use one client site with a room concept, task lines, supporting files and a named Reviewer. Compare planned and actual task hours.

  4. Rehearse the exceptions

    Return a room revision, change future task work without changing completed history, and investigate a failed receipt against its linked effects.

  5. Review and release

    Confirm access, decisions, dates and reports with the Studio Lead and Project Manager. Retain an export of the source and agree the cutover window.

What the customer provides

  • Studio organization and active staff identities.
  • Client project codes, contacts and site addresses.
  • Current work package subjects, owners, due dates, revisions and budgeted hours.
  • Task effort, room revisions, design files and the people who review them.

Changing it afterwards

Use Proto to prepare a changed configuration for review. Test the project link, reviewer access and revision behavior before release. A later design version should keep the earlier evidence and decision visible. Reconcile receipts after any change to guarded actions or external handoffs.

Prepare your first cycle.

Set up Interior Design PM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started