Over75 industry-proven and adaptable Project Management forms and other documents
help you save time and money. Improve the performance and profitability
of your project management and get processes, organization and documentation
happening immediately! Types of documents include:
Flow Charts
Project Administration Forms
Project Design Worksheets
Project Documentation Forms
Project Installation
Sample Documents
These Microsoft WordTM, ExcelTM and VisioTM files can easily
be customized to fit your exact needs, now and in the future, and will help manage your projects. Types of forms included are:
Flow Charts
Gain
valuable industry knowledge and ideas to streamline your business. Document and
visually communicate your processes to improve understanding and efficiency with
these charts:
Construction Process
Project Overview
Sales Process
Project Setup
Project Work, Pre-Wire
Project Work, Trim-Out
Project Work, Final Installation
Project Completion
Project
Administration Forms
Organize
your projects and ensure well functioning systems are in place with these
industry-proven forms. Good project management is critical to your success.
Accident Report
Agenda - Project Mgmt Meeting
Agenda - Project Turnover Meeting
Change Order
Client Concern
Labor Tracking
Letter - Opening Project to Builder
Letter - PM Team Introduction
Products - Sources Matrix
Project Closeout Checklist
Project Completion - Client Signoff
Purchase Order
Purchase Order Log
Purchase Request
RMA Log
RMA Transmittal
Schedule - Procedure
Schedule Board
Shipper
Time Card - full
Time Card - half
Tool Receipt
Transmittal Cover Sheet
Work Order
Work-In-Process
Project
Design Worksheets
Utilize
these worksheets to optimize your designs and provide quality communication with
clients and other professionals.
Home Network Configuration
Lighting Control Keypads
Motorized Window Treatments
Wire Chart
Audio
Controlled Lighting & Devices
Equipment Dimensions
Home Theater
HVAC Zones
Lighting Scenes
Music Preset Programming
Other Controlled Devices
Phone Setup
PLC Lighting
Remote Programming
Security
Structured Wiring
Vacuum
Project
Documentation Forms
Record the
many aspects of a project and be able to clearly share them with others.
Eliminate problems that can arise from poor documentation by capturing details
with these forms:
Block Diagram - Home Theater
Block Diagram - Whole House Audio
Cabinet layout
Client Binder Cover Template
Client Binder Spine Template
Design Layout – Dedicated
Home Theater
Project Folder Contents
Project Information
Quick Instructions - Telephone System
Technology Planning
Symbols Summary
Project
Installation
Ensure
consistency, accuracy, and good communication throughout the installation
process. Your clients and employees will thank-you for it!
Checklist 1 - Walkthrough
Checklist 2 - Pre-Wire
Checklist 3 - Trim-Out
Checklist 4 - Finish
Final Punch List
Security Maintenance Check-Up
Tool Inventory List
Wire Tags
RF Analysis Worksheet
Sample
Documents
Discover
ideas and project management tips to increase profitability with these
documents:
20 Secrets to Successful Project
Management
Common RF Problems
English / Metric Conversion Chart
Investing in Tools
Iron Triangle of Project Management
Low Voltage Pre-Wire Guidelines
Recommended Tools List
Typical Wire Use Chart
Working with a Home Construction Schedule
Materials Included
CD with files – contains the forms in Microsoft WordTM, ExcelTM and
VisioTM formats.
