Operations & Project Management
Project Planning
Turn a newly created project’s contract scope into an executable plan and schedule.
- Trigger
- Project record created from the Sales-to-Operations handoff.
- Owner
- Project Manager
- Inputs
- Project record.
- Scope of work.
- Required conditions
- Approved scope.
Steps
- Confirm the project record and Project ID already assigned at Project Creation.
- Draft the project plan and schedule.
- Identify permitting, procurement, and crew needs.
- Submit the plan for Operations Manager review.
Decision points
- Does the plan require permits? → Route to Permitting. Does it require ordered equipment? → Route to Procurement.
- Outputs
- Project plan and draft schedule.
- Handoff
- Operations Manager
- Failure / exception path
- Plan rejected on review — returned to the Project Manager with the specific gaps noted, not a generic bounce.
Related system objects
Related lifecycle stages
Related standards
Related forms
None yet
SOPs
None yet
Future automation opportunity
Auto-generate a draft schedule template from the project's ProjectType stage list.
Required data
- Plan submitted date
- Plan review outcome
- Plan approved date