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, which 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.

• Next, 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 (photos, models etc), please save them into the project folder. It is important that these details are reviewed thoroughly, because if there is not enough information to begin design, you will need to request additional details from the project manager & update the projects Phase in Monday.com to Rejected Sign-in.

• If all details are accounted for & the project can be designed, you can now set the projects Phase in Monday.com to Waiting for Scheduling. This will move the project down into the Backlog group.

Distributing a New Project to a Drafter

• When you want to assign a project to a drafter, look for a new project in the Backlog group. Select the Drafter drop down table on the project & search for the drafter you want to assign. Click their profile & they will be assigned.

• Monday.com Automations will then assign that drafter into the drafting group (Team Alpha, Team Bravo, Team Charlie etc).

• Next click on the Phase of the project & a set of Labels will appear, set this to Design Intent.