Page 2 - PR001 PROJECT IMPLEMENTATION PROCEDURE

Step by step process for a successful project.

1. Create a Project number BQ-1234 in “Teams” and “OneDrive”
2. Create a Project folder for the Projects team
a. Requires:
i. CAD
ii. Labour hours quoted/Rate
iii. Days
iv. MHE allowance
v. Transport costs
vi. Remember these are now not estimates. This the value of the
Project and we must meet these targets.
3. The BQ-1234 will then track Project from start to finish: quote, CAD, BOM,
actual costs etc.
4. Sales must successfully determine the client’s requirements and create the
perfect solution for them with an accurate CAD.

Discuss with client and Subir to create the CAD.

• Step one, establish data for CAD requirements, including site details and
storage items/usage. This must be done to get a final solution so that we
can supply an accurate CAD/quote for consideration.

Sales
Client CAD
Team

5. When a solution is reached and client is satisfied (Final CAD design accepted
– prefer signature), a Job costing sheet is then created to start the quoting
process.

FOR PROJECTS TO BE MANUFACTURED FROM OVERSEAS SUPPLIES AND HAS A
8 – 10 WEEK LEADTIME.
6. Based on the CAD (Final Design Layout):
o Sales to create “Costing Sales Summary” in One Drive.
o Subir will create a BOM from CAD
o Subir to populate sheet with BOM only.
o Send to Deejay and Sales (One Drive)