Construction planning


This template will organize your construction demands and facilitate the communication with your clients. From request to owner occupancy it can control and ensure the quality of your work.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Client name
  2. Client email
  3. Construction type
    • Agricultural
    • Residential
    • Commercial
    • Institutional
    • Industrial
    • Heavy civil
    • Environmental
  4. Construction address
  5. Construction budget
  6. Construction description


  1. Project manager
  2. Delivery date


  1. Make sure that your contract documents contain the following.
    • Contract
    • Contract conditions
    • Special contract conditions
    • Bill of quantities
    • Drawings
    • Specifications
  2. Contract documents


  1. Client validation
    • Approved
    • Approved with reservations
    • Rejected
  2. Validation comments


  1. Estimated cost
  2. Estimated number of workers
  3. Type of workforce
    • Outsourced
    • Hired
  4. Construction start date
  5. Construction end date

Owner occupancy

1. Owner occupancy date


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