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Project Management Workflow Guide

The document outlines a comprehensive project management process from receiving requests to client approval and project execution. It includes steps for budgeting, material procurement, production, installation, and quality control, along with necessary forms and approvals at each stage. Additionally, it provides details on project elements, materials, and a high-level budget overview.

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amr.elsaeid53
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© All Rights Reserved
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0% found this document useful (0 votes)
12 views48 pages

Project Management Workflow Guide

The document outlines a comprehensive project management process from receiving requests to client approval and project execution. It includes steps for budgeting, material procurement, production, installation, and quality control, along with necessary forms and approvals at each stage. Additionally, it provides details on project elements, materials, and a high-level budget overview.

Uploaded by

amr.elsaeid53
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd

1 2 5 6 7 8 3 4 9

ALL HL Contracr/ Detailed


Drawings Elements Material Production Installation
Projects Budget order Budget

1- Receive Request
2- Record in Requests master file (File 1 All
Project)

3- Conduct site visit (If needed)

4- Drawing Drawings

5- Material List and Budget Material

6- High Level Budget for Material, HL


Production, and Installation. Budget

7- Management Approval

8- Markup

9- Submit to Client

10- Update -File 1-All Project

11- Client approval

Contracr
12- Contract with the client
/order
13- Update -(File 1 All Project)

14- Detailed scenario including:

a. Project break Down into Elements


Form4-Elements Elem
b. Materials required for production.
Form5- Material Mat
c. Production work details Form 6-
Production Prod
d. Materials required for installation. Form
5-Materials Mat
f. Production feedback
Prod
g. Installation details and Feedback
Installation
i. Update Forms 4,5,6
Elem Mat Prod Installation
Detailed
j. Final budget- Final Budget form 7
Budget
Detailed
15- Management approval Drawings Elements Material Production Installation
Budget
Contracr/
16- Contract with the client
order

17- Update (File 1 All Project

18- Submit Sample Create Sample Project


Drawings Elements Material Production
Forms 4,5,6
19- Sample Production detailed Document
and video
20- Client sample approval FORM 8-
Acceptance
21- Update -(File 1 All Project)
22- Sample Kept in SAFE tagged with project
iD and needed details.W01

23- Site visit-AS Built Drawings Elements Material Production Installation

a. Detailed drawing client approval- pre-


Drawings Elements Material Production Installation
execution FORM 8- Acceptance
24- Project Execution MEETING-(Technical
Office-Production-Installation-Quality
Control)
b. Detailed Drawing including elements.
Drawings Elements
Form4-Elements
c. Detailed Material Forms. Form5-
Material
Material

d. Detailed Production Form6- Production Production

e. Detailed Installation Form 9-Installation) Installation

f. Update feedback on Forms 1-4-5-6-9) Drawings Elements Material Production Installation

g. Management approval Drawings Elements Material Production Installation

25- Production Execution

a. Submit Work order to production Forms


1-4-5-6-9)

b. Production confirms planned dates. Material Production

c. Production to submits Warehouse Issue


Material
Request- Form5- Material
d. Warehouse to issue Material,
disposables and tools.(
e. Warehouse issue form to be signed by
production.(W02)
f. Warehouse receive Purchased items
(W01)
g. Production updates actual execution info
Production
Form6- Production
i. Quality approve ticket/ Quality reject
Ticket (Rework-Warehouse- Total loss) FORM
10 QC
j. Production to deliver finished products
to warehouse.
26- Project Execution MEETING-(Technical
Office-Production-Installation-Quality
Control)

a. Confirm installation Method and Plan Installation

b. Submitting products to installation from


Warehouse and Production.

Quality Control Approval/packaging

c. Installation to prepare Packing List,


installation Material and Tools
i. Elements of the
product

ii. Tools Installation

d. Request planned Technicians and workers Material Installation

e. Request Transportation from ADMIN


required delivery details.
27- ON Installation Site:

a. Receive Products shipped from


Transportation ( Sign Copy of the packing List
Form 11)

b. Request Customer Inspection

c. Acquire Approved MIR.

d. Execute installation as per plan

e. Update actual on specified Installation


Installation
form 9
f. Send to Management Daily Installation
Installation
Progress Form9

g. Obtain Customer Approval IR


10 11 12 13 14

Packing DN/
Acceptance (W01) W02) QC IR INVOICE
List MIR

Acceptance
Acceptance
War01

Acceptance
Ware02

Ware01

QC

Ware01

Ware02

QC

Packing
List

Ware02

Ware02
Packing
List

DN/
MIR

IR
All Projects Index

Project Main
srl Description Locaton Owner Contact Mobile
Code Contracor

H3 Alamain Emaar Orascom


Life Hall Capital
Sokhna
CIB
application form
s Index

Tender/ Lead Tech Office- Delivery


Email Date Status
Order name Eng Date

Order Sayed OnGoing 29-Jul


Elements Table

SRL Customer Order# ‫كود العنصر‬


‫‪ p‬كود‬
‫‪101‬‬ ‫علفه خشب‬
‫‪102‬‬ ‫حلق‪-‬علبه‪ -‬خشب‬
‫‪103‬‬ ‫تجليده خشب‬
‫وصف العنصر‬ ‫‪104‬‬ ‫باكته خشب‬
‫‪105‬‬ ‫ضلفه خشب‬
‫‪106‬‬ ‫برواز خشب‬
‫‪107‬‬ ‫برور خشب‬
‫‪108‬‬ ‫بتنجانه‬
‫‪201‬‬ ‫معدن ‪FF‬‬
‫‪202‬‬ ‫شاسيه معدن‬
‫‪203‬‬ ‫باكته معدن‬
‫‪204‬‬ ‫حلق معدن‬
‫‪205‬‬ ‫ضلفه معدن‬
‫‪206‬‬ ‫برور معدن‬
‫‪207‬‬ ‫برواز معدن‬

‫‪301‬‬ ‫ليد‬
‫‪401‬‬ ‫اكسسوار نجاره‬
‫‪402‬‬ ‫اكسسوار معادن‬
‫‪403‬‬ ‫اكسسوار سيكوريت‬
‫‪404‬‬ ‫حليات‬
‫‪405‬‬ ‫تكايه‬

‫‪501‬‬ ‫كاوتش‬
‫‪601‬‬ ‫‪glazing‬‬
‫‪602‬‬ ‫‪protection‬‬
‫‪701‬‬ ‫ستيكر‬
Order# Customer Description Element
#SRLCC8:W9
Pricing Officer Tech Office Manager
Signature Signature
Date Date
MATERIAL FILE

Element Description Item Code Item Description CODE DESCRIPTION QTY


e Manager Production Manager
Signature
Date
PAGE of
‫‪Unit‬‬ ‫‪ - DIMINTION‬االبعاد‬ ‫اإلجماليسعر الوحدة‬ ‫‪PROD-‬‬
‫‪W‬عرضطول‪L‬‬
‫وزن‪DWG‬قطر ‪T‬تخانة‪H‬ارتفاع‬ ‫‪INSTAL‬‬
F&A Manager
Signature
Date
Order#
Customer
Description

S ‫العنصر‬ ‫كود الصنف وصف العنصر‬ ‫وصف الصنف‬ QTY ‫ االبعاد‬- DIMINTION
R
L
Element Description Item Code Description L‫طول‬
‫عرض‬W
‫ارتفاع‬H
Tech office Eng Tech Office Manager
Signature Signature
Date Date
PAGE
PRODUCTION FORM

‫ االبعاد‬- DIMINTION Work Center Operation Special Instruction Plan


WG‫ورشة وزن‬
‫تخانة‬T‫قطر‬D ‫العملية‬ ‫تعليمات خاصة‬ Duration start Date end date
Production Manager Quality Control
Signature Signature
Date Date
of
Actual

duration Start Date end date


5-May 5-Jun
‫التركيب ‪Installation-‬‬

‫العملية‬ ‫النوع‬ ‫وصف العملمراحل المستوي‬


‫اليومية الوقت‬
‫‪#SRL‬‬ ‫العمل‬ ‫المطلوب‬
‫مصنعية‬ ‫صنايعى تجار‬
‫مساعد تجار‬
‫عامل تجار‬
‫تغليف‬ ‫تغليف‬

‫نقل‬ ‫نص نقل‬


‫احمالي التكلفة‬
‫مالحظاتاجماليات‬

‫‪350‬‬
‫‪250‬‬
‫‪150‬‬
High Level Budget
Project :
Description:

Price per Producti


SRL Description Unit Qunatity Material
unit on
TOTAL
OutSour Installati Transpor
Labor Ext Labor Other
ce on tation
Budget Status Report
Project
Description

Price per
Date Unit Qunatity Budget Actual
unit
Material 100 40
trim PCS 10 50 40 25
‫عود‬ PCS 20 70 60 15

Production

OutSource

Transportation

Total
Date

Remaining
Total Site Warehouse Purchased Paid Due Vendor
Budget

80 20
‫‪:‬تاريخ‬ ‫‪:‬مسلسل‬
‫اذن اضافة مخازن‬
‫مشروع‬
‫الجودة‬ ‫منتج غير نهائي‬ ‫منتج تام‬
‫قطع غيار‬ ‫مستلزمات انتاج‬ ‫مواد‬
‫الورشة‪/‬ماكينة‬ ‫عهدة اسم العامل‬ ‫عدة وأدوات‬
‫الكمية‬ ‫اسم الصنف بيان‬ ‫كود الصنف‬
‫مسلسل‬

‫امين المخزن‬ ‫المستلم‬


‫الحسابات‬ ‫مدير المشروع‬
‫مدير المش‬
‫‪:‬تاريخ‬ ‫‪:‬مسلسل‬

‫اذن صرف مخازن‬


‫مشروع‬

‫مهندس الورشة‬ ‫ورشة‬ ‫اإلنتاج‬

‫مهندس التركيب‬ ‫السائق‬ ‫الموقع‬

‫عهدة اسم العامل‬ ‫مستلزمات انتاج‬ ‫معدات‬

‫الكمية‬ ‫اسم الصنف بيان‬ ‫كود الصنف‬


‫الوظيفة‬ ‫المستلم‬

‫الحسابات‬ ‫مدير ااالنتاج‬


‫‪:‬مسلسل‬

‫اإلنتاج‬

‫الموقع‬

‫معدات‬

‫مسلسل‬
‫المستلم‬

‫مدير ااالنتاج‬
Paking list
DATE
PROJECT ID

FROM: SHIP TO:


[Name Site Eng:
location] I-MATERIAL [location :
[Phone
REQUESTED DATE ORDER NO # RESPONIBELE CUSTOMER CONTACT
5/7/2023 OPERATION Purchasing Dept.

ITEM # DESCRIPTION DIM /CM

Comments

ALL ITEMS DELIVERD AS REQUESTED FROM SITE MANAGER

Site Engneer: Customer Customer [Link]

Quality Control: Project Position

Finance: Stamp Signature


REF#
5/7/2023

CUSTOMER CONTACT
Purchasing Dept.

SHIP QTY

AGER

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