Engineering GMs move accepted project folders to production

Engineering general managers misplace accepted job folders, causing quoting mistakes and production hold-ups. It moves folders to Accepted when jobs advance so production can begin.

Engineering GMs move accepted project folders to production

Overview

Misplaced project folders stall quoting and fabrication, risking delivery timelines and margins for small engineering firms. This workflow routes accepted job folders into an Accepted workspace and notifies production and operations so fabrication can start without delay. It also updates a central log for auditability and clear handoffs for general managers.

Notable Features

  • Move folders on stage change
  • Locate job project folders
  • Notify production and operations

Engineering GMs move accepted project folders to production