proper.PLUMBING
EXAMPLE 01Sample documents · Not a customer record
02 / THE PROJECT PLAN
The next step.
And who owns it.
The same example home, organized around the decisions that move work forward.
Your main contactNamed project lead
Current drawingRevision 03
Next releaseRough-in
One project. Four clear phases.
- 01UndergroundLayout + below-slab work
- 02Rough-inSelections + valve locations
- 03TrimFinish readiness + fixtures
- 04CloseoutChecks + customer records
Example phase view. The issued plan carries agreed dates and named contacts.
Decisions before the next phase
| Decision | Responsible person | Needed by |
|---|---|---|
| Approve shower valves and trim compatibility | Owner / designer | Before valve order |
| Confirm rough-in locations against current plans | Proper project lead + builder | Before rough-in release |
| Approve changed fixture selection | Owner + project lead | Before substituted equipment is ordered |
Material readiness
| Check | What the record shows |
|---|---|
| Approved selection | Manufacturer, model, finish, and drawing reference |
| Compatibility | Required valve, trim, connection, and installation requirements |
| Availability | Supplier confirmation and expected delivery |
| Job kit | Materials assigned to the correct project and phase |
| Substitutions | Written approval with cost and timing effects |
Change example: a different shower valve
REQUEST
Owner selects a different valve after the bid.
REVIEW
Confirm compatibility, lead time, price, and rough-in impact.
APPROVAL
Record the decision and update the selection sheet before ordering.
Checks before moving on
Confirm site readiness, approved materials, required tests and inspections, and any open issue with a named owner. Capture relevant photos before work is concealed.
For production homes and commercial work
Production packages add the model, elevation, option code, lot, and release sequence. Commercial packages add submittal and RFI tracking, access windows, shutdown approvals, and project-specific documentation.