Draft Phase

The Draft Phase is the first stage of the project lifecycle in 14Build, where clients define project details, assign teams, and link SOQs before opening tenders or starting construction.

Key Features of the Draft Phase

Project Planning:
- Define project name, description, budget, and timeline.
Team Setup:
- Assign roles, invite users, and manage permissions.
SOQ Integration:
- Link an SOQ for cost estimation and tender preparation.
Visibility Settings:
- Set project visibility as Public or Private.

How to Manage the Draft Phase

Step 1: Create a New Project

Navigate to the Project Dashboard.
Click “Create New Project”.

Step 2: Define Project Details

Enter project name, location, budget, and expected timeline.

Step 3: Assign Roles and Teams

Invite team members.
Assign Project Manager, Finance Manager, and Site Engineers.

Step 4: Link SOQ

Attach an existing SOQ or create a new one with relevant jobs, quantities, and costs.

Step 5: Save Project as Draft

Click “Save as Draft” to finalize the initial setup.

Use Case Example: Draft Phase

Scenario:

A client creates a new project for “City Center Development.” They enter essential project details such as the project name, description, timeline, and budget. They link a SOQ with foundation, electrical, and plumbing jobs. The project is saved as a Draft while awaiting internal approval.

Benefits of the Draft Phase

Detailed Planning:
- Allows project managers to plan before launching tenders.
Role Assignment:
- Set up the team structure early to avoid delays.
Cost Estimation:
- Use linked SOQs to estimate project costs.
Data Security:
- Keep sensitive project data private during the planning phase.

Conclusion

The Draft Phase is critical for project setup and planning. It allows clients to configure project details, assign roles, and estimate costs using linked SOQs before progressing to the Tendering Phase.