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- Interior Design PM
- Process
- Project to work package
Project to work package
Move a client site into a planned and owned unit of design work. A Studio Lead confirms a client project before the Project Manager plans a package. The project code and address anchor the package to the right site; the owner, due date, hours and revision make the delivery commitment clear. Rehearse the baseline on one package before work begins.
Step by step
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Confirm project Studio Lead
Studio Lead records client contact, site and studio scope. Confirm the linked record and current revision before passing work forward.
- Record client contact, site and studio scope
- Updates Projects, Organizations
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Define package Project Manager
Project Manager names the subject, owner, hours and due date. Confirm the linked record and current revision before passing work forward.
- Name the subject, owner, hours and due date
- Updates Work packages, Projects
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Baseline work Project Manager
Project Manager confirms revision and planned task lines. Confirm the linked record and current revision before passing work forward.
- Confirm revision and planned task lines
- Updates Work packages, Tasks
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Start delivery Project Manager
Project Manager moves planned work into active delivery. Confirm the linked record and current revision before passing work forward.
- Move planned work into active delivery
- Updates Work packages
Who does what
Roles and permissions- Studio Lead
- , Project Manager, Designer.
- Studio Lead
- Confirms project context; Project Manager defines and baselines the package; Designer receives the active plan.
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