Project Manager Guide
Project Lifecycle
Managing projects from setup to completion
Project Lifecycle Guide
Managing construction projects through all phases.
Project Phases
graph LR
A[Setup] --> B[Active Sales]
B --> C[Configuration]
C --> D[Construction]
D --> E[Completion]Phase 1: Project Setup
Creating the Project
- Go to Construction > Projects
- Click New Project
- Enter project details
- Add types
- Create units
- Save
Configuration Tasks
| Task | Purpose |
|---|---|
| Add types | Available options |
| Create units | Sellable inventory |
| Set pricing | Base prices |
| Upload media | Marketing materials |
Phase 2: Active Sales
Monitoring Sales
Track from dashboard:
- Available units
- Reserved units
- Sold units
- Revenue pipeline
Managing Leads
As interest comes in:
- Update unit status
- Assign buyers
- Track progress
- Follow up
Phase 3: Configuration
When Buyers Configure
Monitor configuration progress:
| Status | Action |
|---|---|
| Not Started | Send reminders |
| In Progress | Monitor progress |
| Submitted | Review & approve |
| Approved | Lock configuration |
Reviewing Configurations
- Open buyer's configuration
- Review selections
- Check feasibility
- Approve or request changes
Handling Issues
Common scenarios:
- Invalid combinations
- Price questions
- Option availability
- Special requests
Phase 4: Construction
Coordinating
Work with:
- Construction team
- Suppliers
- Buyers
- Administration
Tracking Progress
Monitor:
- Build status
- Timeline adherence
- Configuration delivery
- Issue resolution
Phase 5: Completion
Closing Out
Final steps:
- Verify all configurations delivered
- Complete handovers
- Gather feedback
- Archive project
Project Reports
| Report | Use |
|---|---|
| Sales Summary | Revenue tracking |
| Configuration Status | Progress overview |
| Unit Status | Inventory position |
| Timeline | Schedule tracking |