Project design process

After the budget, schedules, and tasks are planned, you can begin the design process.

You can create and reuse specifications for items such as wall types or lighting fixtures. You can publish and share item specifications with internal employees and departments, and with outside vendors, clients, or contractors to ensure that the same data is used throughout the project.

To create, view, or access any aspect of the design management process select a project in the project level, and select the Design page.

The following steps are included in the design process:

1. An architect creates a design drawing or a visual layout of the project, such as an architectural plan. The design drawing record contains only the drawings.
2. The architect or another person who is involved in the design management process creates a design specification record. This record outlines various details about a project. These details typically are not found in the drawing. Together, the drawing and specifications give insight into the details, layout, and requirements of a project.
3. A design document is created. This document is created with the information from the design drawing record and the design specification record. You can apply any record or change the design document at any time.
4. If multiple documents or drawings are used for a design, you can create a design package. If required, you can send the design package record simultaneously to various individuals.
5. After the design package is created, it is sent to a review group. You can send the package in the form of a design review record. Each person in the review group reviews the record, approves, or rejects it, and sends it back to the originator.
6. If a change in the design is required, a design change notice record defines changes to a design document or drawing. The review group reviews the change and either approves or rejects it.
7. If you propose a design change to reduce costs, you can create a value engineering proposal record. The review group reviews and either approves or rejects the changes.