Projects and organizations

The Studio Lead creates an organization for the studio and a project for each client site. A project carries the contact name and address that the team needs before planning a room package. The eligibility note records why the job belongs in this operating scope. A Project Manager links work packages to that project so later decisions can be traced to the same site.

Before a package is planned, the Studio Lead checks the project code, contact and site address. The Project Manager should see the same site on every related package. If a contact changes, update the project record; keep the package record number and prior decisions intact. Organization scope also ties each team member to a platform user, so a project in another studio is not mistaken for available work.

• Keep the studio boundary. Match each project and team member to the right organization before staff begin delivery.
• Identify the site. Use the project code with the address and contact name when two clients use similar room names.
• Carry context forward. Link each package to the project so review and room decisions can be read against the correct client site.

Confirm how studio organizations are separated and who may see each client project. Agree the code convention before imports. Match each active team member to a platform user and the correct organization. Decide which contact name is authoritative when a client changes representatives.

For a pilot, choose an active project with a named contact and a confirmed address. Agree who corrects contact changes and who checks organization membership before assigning work. Ask the Studio Lead to review the eligibility note when a project sits outside the usual studio scope. The Project Manager should know which project code to use when a client calls about a room.

Open a current client site, check its contact and address, then follow one linked package through planning and review. Ask a staff member outside the organization to open the project as a negative access check. Correct a stale contact without changing the identity of packages already in progress.

Have the Studio Lead open a client site and read its code, contact and address to the Project Manager. The Project Manager creates a linked package, then the Designer checks that the room evidence opens under the same site. Change the contact on the project and verify the package still points to the same project. Have a staff member from another organization try to open it; the access decision should follow the organization link.

• Project directory — Active client projects with contact and address.
• Work package register — Packages linked to the selected project.

Plan the package before tracking task delivery.