Design Practice Management MicroERP

Track externally reviewed design submissions and responses.

• Assemble professionally reviewed submission sets
• Record submission references and comments
• Track resubmissions and approval evidence

Resolve interfaces among architecture, structure and building services.

• Register discipline models and revisions
• Assign clashes and coordination issues
• Verify agreed resolutions in updated models

Translate approved design into measurable procurement scope.

• Measure quantities against drawing revisions
• Link BOQ items to specifications
• Reconcile changes between design and tender quantities

Compare design selections with the client's approved budget.

• Estimate package and finish costs
• Identify over-budget decisions
• Record accepted value-engineering changes

Translate client needs into an approved design brief.

• Capture use, occupancy and budget assumptions
• Define room or space requirements
• Record priorities and signed brief changes

Compare alternative designs before detailed development.

• Prepare option packages and assumptions
• Record client preferences and trade-offs
• Approve the chosen design direction

Integrate external consultants into the design delivery plan.

• Define consultant scope and issue dates
• Track dependencies and review comments
• Reconcile accepted deliverables and open issues

Reuse reviewed details without importing obsolete assumptions.

• Store standard details and applicability notes
• Track source and review dates
• Require project-specific validation before reuse

Maintain controlled drawings and their intended use.

• Assign drawing numbers and revision status
• Coordinate discipline issue sets
• Supersede obsolete files and record distribution

Link the agreed design fee basis to approved services delivered.

• Record phase or percentage fee terms
• Track additional-service approvals
• Reconcile accepted stages and fee charge events

Sequence interior deliveries and installation dependencies.

• Check site and access readiness
• Coordinate specialist trades and deliveries
• Track installed items and client acceptance

Coordinate furniture, fittings and equipment selected for the project.

• Maintain item schedules and approved selections
• Track supplier lead times and purchase authority
• Verify delivery, installation and defects

Clarify permitted use of design deliverables.

• Record engagement-specific ownership and licensing terms
• Identify editable and issued deliverables
• Track authorized handover and reuse restrictions

Define approved materials with sufficient procurement detail.

• Maintain finish and product schedules
• Record sample approvals and alternates
• Track specification changes by space

Control progression from concept through detailed design.

• Define phase deliverables and acceptance
• Track review comments and dependencies
• Release the next phase after approval

Capture how the completed design performs in use.

• Collect client and occupant observations
• Identify design or handover issues
• Record lessons and agreed follow-up work

Reuse approved visual and physical material references.

• Catalogue samples and supplier references
• Link selections to projects
• Track approval expiry or unavailable products

Review contractor proposals for consistency with design intent.

• Register submitted drawings and samples
• Record coordinated comments and status
• Track revised resubmission and approval conditions

Record site observations against design intent.

• Capture location and drawing reference
• Issue clarification or correction requests
• Track contractor response and follow-up

Establish the measured and documented starting condition.

• Capture measurements and survey references
• Record constraints and existing services
• Flag uncertain dimensions requiring verification

Assess proposed alternatives without losing design requirements.

• Compare technical and aesthetic criteria
• Record cost and timing implications
• Obtain accountable approval and update schedules

Compare contractor offers against a common design scope.

• Normalize included quantities and exclusions
• Flag technical and commercial deviations
• Record selection recommendation and client decision

Coordinate renders, models and presentation assets.

• Define required views and review dates
• Track visualization versions and feedback
• Deliver approved presentation packages