Did you know #DYK: Project Role Players

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Project Role Players

Project Role Players

So, Project Role Players… this one got me thinking, a lot… jeepers 🙂 Leads 2 Business works with various of these role players on a daily basis as our Private Projects department goes hand in hand with these project role players. So, I will be giving you a run down of our Private Projects Department and where these project role players, in my understanding, generally fit in.

There are various stages that the projects follow and there are different professionals involved in each stage:

  • Conceptual
  • Procedural
  • Design
  • Tender
  • Awarded
  • Underway

Let’s have a look at each stage and who does what, when and where.

 

Conceptual:

This is the beginning phase of the project: the “Idea” 😉 This is the very early stage whereby an idea could become reality. The following could take place here:

  • Client / Private Developer come into play. They are responsible for the costs of the project and receive benefits of / from completed projects. Their aim is to generate a profit. Without a client, there would be no project.
  • Open Developer are generally for public organisations and would be aimed at social and welfare reasons.
  • Feasibility Study would be done
  • Securing of funding.
  • Depending on the client and the project, some of the professionals could be appointed at this stage already.

 

Procedural:

This stage involves various approvals and authorisations such as:

  • Licensing,
  • Whether Geotechnical Studies have been completed,
  • Whether an Environmental Impact Assessment (EIA) has been completed (EIA is a process of evaluating the likely environmental impacts of a proposed project or development, taking into account inter-related socio-economic, cultural and human-health impacts, both beneficial and adverse).
  • Property Rezoning, which a Town Planner would be responsible for. Is any rezoning required? Town planners are responsible for obtaining the town planning approvals and rezoning the land according to your development if required.
  • Specialist consultants (eg Heritage consultant, Traffic Impact Assessment Consultant, etc could also be appointed in this stage).
  • The professional team could already be appointed

 

Design:

This stage involves detailed design of the development. Majority of the professionals could have been appointed by this stage. For a building project, a Quantity Surveyor and an Architect would be appointed. For a roads or infrastructure project a Civil Engineer would be appointed. Lastly, a project for a bridge, a Structural Engineer would be appointed. A quantity surveyor would be appointed to draw up the bill of quantities and determine what is required to complete the construction of the development. An architect would be responsible for the actual design and work hand in hand, as well as the civil or structural engineer, with the quantity surveyor in order for the QS to compile the BoQ . We like to call the bill of quantities “the shopping list”. The following professionals could be appointed at this stage:

  • Civil Engineer – An engineer who designs roads, bridges, dams and similar structures.
  • Structural Engineer – This is a speciality within civil engineering. They create drawings and specifications, perform calculations, review the work of other engineers, write reports and evaluations, and observe construction sites.
  • Project Manager – The person in charge of planning and execution of a specific project / development.
  • Electrical Engineer – Someone who designs and develops new electrical equipment, solves problems and tests equipment.
  • Mechanical Engineering – This is the branch of engineering that involves the design, production and operation of machinery, and could also involve the air conditioning of a building.
  • Health and Safety Consultant – The person responsible for the health and safety of the workers on site during construction.
  • Fire Engineer – The application of science and engineering principles to protect people and their environments from the harmful and destructive effects of fire and smoke.
  • Estate Agent – A person who sells and / or rents out buildings and is responsible for securing tenants.
  • Interior Designer – Mostly has to do with enhancing the interior of buildings, sometimes including the exterior as well. They work hand in hand with the architect and may even be the architect in some cases.
  • Landscape Architect – Person responsible for the design of outdoor areas, landmarks and structures.

Once the quantity surveyor has drawn up and completed the BoQ, it heads to the client for approval to start getting ready for the tender process.

 

Tender:

This stage pretty much speaks for itself. This is when the tender is released, whether it is an open or an invited tender. If it is an open tender, it will be publicly advertised and if invited, specific contractors are requested by the client to submit their prices. In this stage, the contractor would send out requests for quotes to sub-contractors to obtain prices and then submit their best prices to the client.

 

Awarded:

In the stage, the client chooses the most successful proposal and the main contract is awarded for construction and they are referred to as the main contractor. He would appoint the sub-contractors as and when required. In this stage the main contractor would start getting ready to move onto site and start setting up for construction.

 

Underway:

Construction has started, contractors and subbies would be on site together with the project manager, quantity surveyor, architect, various engineers, estate agent, interior designer as well as the landscape architect.

So… this is my understanding of where project role players fit into the various project phases and hopefully I have cleared up a few things for you too…and as Doris McCarthy says: “You are actually constructing what your head understood about what your eyes saw” and that is how I feel about this topic… so get involved and get cracking Project Role Players 😉

 

References:

https://www.cbd.int/impact/whatis.shtml
https://www.sokanu.com/careers/electrical-engineer/
https://en.wikipedia.org/wiki/Mechanical_engineering
https://en.wikipedia.org/wiki/Fire_protection_engineering
seaoc.org/what-structural-engineer

If you are interested in becoming one of our subscribers, please visit our website.

To view notes with screenshots on how to use our website, please visit our Wiki site.

To view more articles, please visit our blog.

About Shanelle Suresh

I started at Leads 2 Business in 2023. I worked in the Projects Department as a content researcher for the Northern Cape, Eastern Cape and the Gauteng region. I've experienced many great opportunities for growth and learning in this time. I am now IT Admin Support and I am loving the new ways of contributing to the company's success. My colleagues are always willing to share their knowledge and expertise.

Did You Know #DYK – Simplify and Focus your Leads: How to clean up your Inbox and Old Projects

Simplify and Focus your Leads: How to clean up your Inbox and Old Projects

Simplify and Focus your Leads: How to clean up your Inbox and Old Projects

Simplify and Focus your Leads: How to clean up your Inbox and Old Projects

The last thing you want is for your inbox on the Leads 2 Business system to be overloaded and inundated with e-mails, so to make your life easier, be organised.

We tend to leave things to pile up, and emails flow in faster than they can be sorted out, this could often lead to missing important e-mails….. That is why Leads 2 Business gives you options – To simplify and focus your leads. It will only take a few seconds every now and then, to just systematically arrange your emails into the correct folders provided.

How to clean up your Inbox: Let’s get started

Your inbox can be accessed in 3 different ways on the site:

  • Top right hand corner under your name;
  • Small envelope on the top right hand corner; or
  • On the left hand side just under the Leads 2 Business logo

Once you have opened your inbox, different folders are provided:

 

 

 

  • Compose – new e-mail;
  • Inbox – where your e-mails are received and from here you can categorize them into the various folders under the green Actions button;
  • Important – If you have marked your e-mails as important, they will be saved here;
  • Trash – If you decide to delete e-mails, they are moved to Trash and from here you can also Restore them and they are moved back to your Inbox,
  • RFQ notices – Once the buyer has made changes to a RFQ that was previously sent to you, you are automatically notified via email which you will receive in the RFQ Notices received.

Sent:

  • Monitors – Emails that you have sent to your monitors as well as tenders or projects that you have assigned to your monitors will be displayed here,
  • Professionals – E-mails that you have sent to professionals as well as via the directory,
  • RFQ Notices – E-mails or amendments made to RFQ’s that you have sent as a buyer to the vendors.

Your Team:

A list of your monitors are displayed here and in order to send them an e-mail, just click on the preferred monitor.

Next Step – Cleaning up Projects

Private Projects consists of predominantly large privately funded projects which follow the progress from the procedural stage right through to the completion stage. Our private projects subscribers receive a private project advisory (PPA) whereby they can also monitor the projects of interest in order to receive any notes and updates made to the specific project. Leads 2 Business gives you the option to “Clean up your Projects”, so again, you can be a bit more organised and not have projects floating around that you might not need at that stage.

This is how:

Hover your cursor over your name (top right hand corner) and select Profile Settings, proceed to the last option which says “Cleanup Projects”, and it takes you through to the following page:

Basically this function allows you to remove monitored projects at any stage and if, some time in the future you needed any of them again, there is another option to reinstate them. Select which of the project statuses you want removed, click on “Remove Selected”. If you want to reinstate them, select your choice and click on “Re-Instate Selected”. As easy as that…another great way of getting yourself organised.

Getting organised is a daily struggle. In my humble opinion, it will be easier to get into a daily routine of clearing and organising your inbox 🙂 So…what are you waiting for?

 

If you are interested in becoming one of our subscribers, please visit our website.

To view notes with screenshots on how to use our website, please visit our Wiki site.

To view more articles, please visit our blog.

About Shanelle Suresh

I started at Leads 2 Business in 2023. I worked in the Projects Department as a content researcher for the Northern Cape, Eastern Cape and the Gauteng region. I've experienced many great opportunities for growth and learning in this time. I am now IT Admin Support and I am loving the new ways of contributing to the company's success. My colleagues are always willing to share their knowledge and expertise.

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About Shanelle Suresh

I started at Leads 2 Business in 2023. I worked in the Projects Department as a content researcher for the Northern Cape, Eastern Cape and the Gauteng region. I've experienced many great opportunities for growth and learning in this time. I am now IT Admin Support and I am loving the new ways of contributing to the company's success. My colleagues are always willing to share their knowledge and expertise.

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