Moddex Design Coordinator Process: Difference between revisions

From Design Academy Wiki
No edit summary
Line 6: Line 6:
• Quickly review this entry to make sure all areas of the entry are properly filled in. The fields of Job, SOR#, Category, Stock Location, Project Location, Team, PM, Latest Start Date, Proposed Dispatch Date, DI Due Date, Quoted Metres, Value exc Frieght @ CAD$ must be filled in. If any of these fields are not filled in, please contact the project manager.
• Quickly review this entry to make sure all areas of the entry are properly filled in. The fields of Job, SOR#, Category, Stock Location, Project Location, Team, PM, Latest Start Date, Proposed Dispatch Date, DI Due Date, Quoted Metres, Value exc Frieght @ CAD$ must be filled in. If any of these fields are not filled in, please contact the project manager.


Open the project folder in Current Jobs (via Sharepoint) & also open the project in eSuite by searching for the
SOR number.
 
• Back to the project in the Current Jobs folder, the details are stored in the 1.SALES_Quotes,Purchase Orders, Drawings & Emails folder. Inside this folder should be all the details that are required to design the project. You will need to review all files in this folder, which can include mark-up drawings, CAD files, site measures, architectural drawings & emails. If any emails contain files, please save them into the folder. It is important that these are reviewed thoroughly, because if there is not enough information to begin design, you will need to request additional details from the project manager & assign the project Phase to Rejected Sign-in.
 
If all details are accounted for & the project can be designed, you can proceed with signing
the project in.

Revision as of 04:37, 16 June 2025

Receiving the Project

• Before the project reaches CAD, it will be entered by the Projects team into the Projects board in Monday.com. From there, the project manager will assign it on to the CAD department, this will place an entry into the Design_New board.

• This places the project into the Waiting for Confirmation group in Monday.com.

• Quickly review this entry to make sure all areas of the entry are properly filled in. The fields of Job, SOR#, Category, Stock Location, Project Location, Team, PM, Latest Start Date, Proposed Dispatch Date, DI Due Date, Quoted Metres, Value exc Frieght @ CAD$ must be filled in. If any of these fields are not filled in, please contact the project manager.

• Open the project folder in Current Jobs (via Sharepoint) & also open the project in eSuite by searching for the SOR number.

• Back to the project in the Current Jobs folder, the details are stored in the 1.SALES_Quotes,Purchase Orders, Drawings & Emails folder. Inside this folder should be all the details that are required to design the project. You will need to review all files in this folder, which can include mark-up drawings, CAD files, site measures, architectural drawings & emails. If any emails contain files, please save them into the folder. It is important that these are reviewed thoroughly, because if there is not enough information to begin design, you will need to request additional details from the project manager & assign the project Phase to Rejected Sign-in.

If all details are accounted for & the project can be designed, you can proceed with signing the project in.