1. Publishing House ERP
  2. Process
  3. Project to production
Process · Project to production

Project to production

This process gives the team a shared handoff for a title. Start with an actual manuscript or project and let each named person find the records they must act on. The status on one record does not stand in for a decision on another.

Step by step

  1. Open project Publishing Director

    Publishing Director sets the title, owner, dates and budget in Projects.

    • Publishing Director sets the title, owner, dates and budget in Projects
    • Updates Projects
  2. Attach content Managing Editor

    Managing Editor links each content item to the project and names its owner.

    • Managing Editor links each content item to the project and names its owner
    • Updates Content items, Projects, People
  3. Assign tasks Production Lead

    Production Lead adds the project tasks and assigns each to a person.

    • Production Lead adds the project tasks and assigns each to a person
    • Updates Production tasks, Projects, People
  4. Follow review Managing Editor

    Managing Editor and Production Lead inspect item and task statuses as due dates approach.

    • Managing Editor and Production Lead inspect item and task statuses as due dates approach
    • Updates Content items, Production tasks
Publishing Director
, Managing Editor, Production Lead.
See [roles](/publishing-house-erp/roles) for the working access model.

Set up Publishing House ERP your way.

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

How to get started