Use Processes for New Project Set-Up
New Project Best Practice
To help facilitate get new project shells up and running, utilize the power of Processes.
Benefits:
- Within the process, you can have much of the Project Details information pre-populated, and reviewed prior to the new project getting created.
- The workflow can go thru as many people as needed to vet, validate, and approve the creation of the new project.
- When all said and done, the final step can go to your e-Builder® Administrator, who can then utilize the data to quickly create the new shell project within e-Builder®.
- Along with that, checking off that the appropriate templates have been applied prior to finalizing the process.
See the image below for the details :
If there are multiple templates to choose from, that can also be configured into the workflow.
For example, there may be a standard budget template for a Lab renovation vs. a new office build.
Attach the templates to the process for references.
You can also allow for a custom template as well, that can easily be imported once completed by the project controls / project manager.
