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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

  1. Go to Construction > Projects
  2. Click New Project
  3. Enter project details
  4. Add types
  5. Create units
  6. Save

Configuration Tasks

TaskPurpose
Add typesAvailable options
Create unitsSellable inventory
Set pricingBase prices
Upload mediaMarketing materials

Phase 2: Active Sales

Monitoring Sales

Track from dashboard:

  • Available units
  • Reserved units
  • Sold units
  • Revenue pipeline

Managing Leads

As interest comes in:

  1. Update unit status
  2. Assign buyers
  3. Track progress
  4. Follow up

Phase 3: Configuration

When Buyers Configure

Monitor configuration progress:

StatusAction
Not StartedSend reminders
In ProgressMonitor progress
SubmittedReview & approve
ApprovedLock configuration

Reviewing Configurations

  1. Open buyer's configuration
  2. Review selections
  3. Check feasibility
  4. 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:

  1. Verify all configurations delivered
  2. Complete handovers
  3. Gather feedback
  4. Archive project

Project Reports

ReportUse
Sales SummaryRevenue tracking
Configuration StatusProgress overview
Unit StatusInventory position
TimelineSchedule tracking

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