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# BAS Project Lifecycle - Role Entry/Exit Points & Deliverables
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## Project Phases Overview
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```
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PRE-CONSTRUCTION → PROCUREMENT → INSTALLATION → PROGRAMMING/GRAPHICS →
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COMMISSIONING → CLOSEOUT → WARRANTY/SERVICE
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```
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---
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## Phase 1: PRE-CONSTRUCTION (Bid → Award → Mobilization)
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### **[[training-structure/roles/project-manager]]**
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**Entry Point:** Project award / contract signing
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**Activities:**
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- Review contract, drawings, specifications, and scope of work
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- Develop project plan (WBS, Gantt chart, critical path)
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- Identify long-lead materials and specialty items
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- Conduct internal project kick-off meeting with all departments
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- Create project budget and establish cost codes in accounting system
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- Schedule external project kick-off meeting with client and GC
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**Deliverables:**
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- [ ] Signed contract review and risk assessment
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- [ ] Comprehensive project plan with schedule milestones
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- [ ] Project budget with labor/material allocations
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- [ ] Material procurement list with lead times
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- [ ] Kick-off meeting minutes with action items
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- [ ] Service Fusion project setup complete
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**Exit Point:** Never exits - stays through warranty period
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### **[[training-structure/roles/warehouse-manager]]**
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**Entry Point:** PM provides material procurement list
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**Activities:**
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- Review material list and check current inventory availability
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- Identify items that need to be ordered
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- Provide lead time estimates to PM
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- Reserve in-stock items for project
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**Deliverables:**
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- [ ] Inventory availability report
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- [ ] Material procurement recommendations
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- [ ] Lead time estimates for all ordered items
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- [ ] Preliminary material staging plan
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**Exit Point:** Never fully exits - remains available for expedited needs
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### **[[training-structure/roles/accountant]]**
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**Entry Point:** Contract signing / project setup
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**Activities:**
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- Set up project cost codes in accounting system
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- Establish project billing milestones per contract terms
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- Create project file for invoice and cost tracking
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- Set up client in AR system if new customer
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**Deliverables:**
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- [ ] Project cost codes established in GL
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- [ ] Billing milestone schedule created
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- [ ] Project tracking file initialized
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- [ ] WIP reporting format established for this project
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**Exit Point:** Final payment received and project closed (post-warranty)
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---
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## Phase 2: PROCUREMENT (Material Ordering → Delivery)
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### **[[training-structure/roles/project-manager]]**
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**Activities:**
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- Issue purchase orders for materials
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- Track delivery schedules
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- Coordinate with Warehouse Manager on receiving
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- Adjust project schedule based on material arrivals
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**Deliverables:**
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- [ ] All POs issued and tracked in Service Fusion
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- [ ] Material delivery schedule aligned with installation schedule
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- [ ] Communication to field team on material availability
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### **[[training-structure/roles/warehouse-manager]]**
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**Entry Point:** POs issued by PM
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**Activities:**
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- Receive and inspect all incoming materials against POs
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- Log materials in inventory system within 4 hours of arrival
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- Notify PM of any discrepancies, damages, or shortages
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- Stage materials for project kit preparation
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- Prepare project material kits 3 days before installation start
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**Deliverables:**
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- [ ] All materials received, inspected, and logged (Service Fusion)
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- [ ] Discrepancy reports (if any) submitted to PM within 24 hours
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- [ ] Project kits staged and ready for field team pickup
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- [ ] Material staging checklist signed off
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**Exit Point:** Project kits delivered to field OR final material reconciliation complete
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### **[[training-structure/roles/accountant]]**
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**Activities:**
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- Process and code vendor invoices to project
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- Track material costs against budget
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- Provide PM with material cost updates for WIP report
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**Deliverables:**
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- [ ] All vendor invoices processed within 48 hours
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- [ ] Material costs accurately coded to project
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- [ ] Material cost variance report (if over/under budget)
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## Phase 3: INSTALLATION (Physical Installation of Hardware)
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### **[[training-structure/roles/project-manager]]**
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**Activities:**
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- Coordinate installation schedule with GC and other trades
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- Conduct weekly site coordination meetings
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- Monitor installation progress and labor costs
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- Address field issues and RFIs (Requests for Information)
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- Manage any change orders
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- Review daily field reports from installation team
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**Deliverables:**
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- [ ] Weekly site coordination meeting minutes
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- [ ] Installation progress reports (% complete)
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- [ ] RFI responses documented and distributed
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- [ ] Change order documentation (if applicable)
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- [ ] Updated project schedule with actual progress
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### **[[training-structure/roles/installer]]**
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**Entry Point:** Material kits available and site ready for installation
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**Activities:**
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- Pick up material kits and tools from warehouse
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- Review project blueprints and installation scope
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- Install conduit, raceway, and wire troughs
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- Pull and label all control wiring
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- Mount control panels and field devices (sensors, actuators, etc.)
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- Terminate all wiring at panels and field devices
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- Perform continuity and isolation testing on all wiring
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- Complete daily field reports in Service Fusion
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**Deliverables:**
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- [ ] 100% of conduit and raceway installed per drawings
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- [ ] 100% of control wiring pulled and labeled
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- [ ] All control panels mounted and wired
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- [ ] All field devices mounted and wired
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- [ ] Continuity test results documented (all circuits passing)
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- [ ] Daily field reports with time tracking and materials used
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- [ ] Clean and organized installation ready for commissioning
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- [ ] Preliminary punch list items noted
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**Exit Point:** Installation complete, passed quality inspection, and handed to Field Specialist
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**Handoff to Field Specialist:**
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- [ ] Installation checklist signed off by supervisor
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- [ ] All wiring labels match drawing conventions
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- [ ] Material usage documented in Service Fusion
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- [ ] Any field changes or deviations documented with photos
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### **[[training-structure/roles/warehouse-manager]]**
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**Activities:**
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- Provide additional materials as needed (call-backs)
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- Coordinate emergency/expedited shipments
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- Track material usage vs. initial kit
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**Deliverables:**
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- [ ] Call-back materials issued and tracked
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- [ ] Material usage variance report to PM (if significant)
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### **[[training-structure/roles/accountant]]**
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**Activities:**
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- Process weekly labor time from field reports
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- Track installation costs against budget
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- Generate weekly WIP report for PM
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**Deliverables:**
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- [ ] Weekly labor costs processed and coded to project
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- [ ] WIP report showing installation phase costs vs. budget
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## Phase 4: PROGRAMMING & GRAPHICS (Control Logic & HMI Development)
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### **[[training-structure/roles/project-manager]]**
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**Activities:**
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- Coordinate with Programmer and Graphic Developer on deliverable timelines
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- Review sequences of operation with client (if needed)
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- Monitor programming and graphics progress
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- Schedule integration testing and quality reviews
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**Deliverables:**
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- [ ] Programming and graphics schedule confirmed
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- [ ] Client approvals on graphic designs (if required by contract)
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- [ ] Progress tracking in Service Fusion
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### **[[training-structure/roles/network-specialist]]**
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**Entry Point:** Installation complete, ready for network configuration
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**Activities:**
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- Design network architecture (IP scheme, VLANs, subnetting)
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- Configure and commission managed switches
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- Establish network connectivity for all controllers
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- Coordinate with client IT team for integration
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- Implement secure remote access (VPN, proxies)
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- Harden BAS server and configure firewalls
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- Test all network communication paths
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**Deliverables:**
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- [ ] Network architecture diagram
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- [ ] IP address list for all devices
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- [ ] Managed switch configurations documented
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- [ ] VLAN configuration and port mapping
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- [ ] Client IT integration sign-off
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- [ ] Remote access credentials and documentation
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- [ ] Network communication test results (all devices online)
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- [ ] Cybersecurity compliance checklist completed
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**Exit Point:** Network fully functional, all devices communicating, documentation complete
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**Handoff to Programmer & Graphic Developer:**
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- [ ] Network documentation package delivered
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- [ ] All controller IP addresses confirmed and accessible
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- [ ] Remote access tested and credentials provided
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### **[[training-structure/roles/programmer-developer]]**
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**Entry Point:** Network established, controllers online
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**Activities:**
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- Review mechanical sequences of operation (SOO)
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- Develop control programs for all equipment (VAVs, AHUs, plants, etc.)
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- Implement PID loops, optimal start/stop, scheduling logic
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- Integrate third-party devices (chillers, VFDs, etc.) via BACnet/Modbus
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- Configure alarm and notification systems
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- Test programs on workbench before deployment
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- Deploy programs to field controllers
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- Debug and optimize control logic
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**Deliverables:**
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- [ ] Control programs for 100% of equipment per SOO
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- [ ] PID loop tuning documentation
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- [ ] Third-party device integration maps (BACnet/Modbus objects)
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- [ ] Alarm configuration and escalation logic
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- [ ] Workbench simulation test results
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- [ ] Commented code with block/flow diagrams
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- [ ] Program version control and backup files
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- [ ] Point-to-point I/O verification checklist
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**Exit Point:** All control programs deployed, tested, and optimized
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**Handoff to Graphic Developer:**
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- [ ] Point list with all device names and descriptions
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- [ ] Control logic summary for operator reference
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- [ ] Critical alarm list for HMI display
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### **[[training-structure/roles/graphic-developer]]**
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**Entry Point:** Programming complete, all data points available
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**Activities:**
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- Design system schematic graphics (central plants, AHUs, etc.)
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- Create floor plan graphics with equipment placement
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- Link all live data points to visual elements
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- Implement interactive controls (setpoints, overrides) with user permissions
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- Design custom dashboards for KPIs and energy trends
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- Ensure responsive design for desktop and mobile
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- Conduct quality control review (links, branding, consistency)
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**Deliverables:**
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- [ ] Complete graphic package for all systems
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- [ ] Central plant schematics with live data links
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- [ ] Floor plan graphics for all zones/areas
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- [ ] Custom dashboards for energy and performance monitoring
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- [ ] All data points linked and functional (100% verification)
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- [ ] Interactive elements tested and permissions enforced
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- [ ] Responsive design verified on multiple devices
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- [ ] Graphic quality control checklist completed
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- [ ] Operator navigation guide
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**Exit Point:** Graphics deployed, tested, and approved
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**Handoff to Field Specialist:**
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- [ ] Graphics package deployed to production server
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- [ ] Navigation structure documented
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- [ ] User permission matrix documented
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### **[[training-structure/roles/accountant]]**
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**Activities:**
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- Process labor costs for programming and graphics work
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- Track specialty labor costs against budget
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- Update WIP report
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**Deliverables:**
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- [ ] Programming and graphics labor costs processed
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- [ ] WIP report updated with technical deliverables phase
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## Phase 5: COMMISSIONING (System Testing & Verification)
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### **[[training-structure/roles/project-manager]]**
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**Activities:**
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- Schedule commissioning with client and GC
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- Coordinate commissioning team activities
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- Monitor commissioning progress and issue resolution
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- Review commissioning reports and punch list
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- Prepare for substantial completion
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**Deliverables:**
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- [ ] Commissioning schedule distributed to all parties
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- [ ] Commissioning progress reports
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- [ ] Punch list management and tracking
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- [ ] Substantial completion documentation
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### **[[training-structure/roles/field-specialist]]**
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**Entry Point:** Installation, programming, and graphics complete
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**Activities:**
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- Execute commissioning checklists for all equipment
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- Calibrate all sensors to within 1% accuracy
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- Verify all physical I/O points match programming
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- Test all control sequences through full operational cycles
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- Prove out mechanical operation (valves, dampers, fans)
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- Diagnose and repair any wiring or device faults
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- Conduct system performance verification with client
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- Train building operators on system operation
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- Complete commissioning reports and documentation
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**Deliverables:**
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- [ ] Commissioning checklists completed for 100% of equipment
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- [ ] Sensor calibration reports with before/after readings
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- [ ] I/O verification reports (all points functional)
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- [ ] Control sequence verification tests documented
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- [ ] Mechanical operation verification (actuators, valves, dampers)
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- [ ] Troubleshooting log with all issues and resolutions
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- [ ] System performance test results
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- [ ] Operator training completion certificates
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- [ ] Final punch list items identified and resolved
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- [ ] Commissioning report package
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**Exit Point:** System fully commissioned, client acceptance, training complete
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**Handoff to Project Manager & Client:**
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- [ ] Signed commissioning acceptance from client
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- [ ] Training materials and operator manuals delivered
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- [ ] Outstanding punch list items documented (if any)
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### **[[training-structure/roles/network-specialist]]**
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**Activities (if needed):**
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- Troubleshoot any network communication issues during commissioning
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- Optimize network performance
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- Verify remote access functionality
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**Deliverables:**
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- [ ] Network performance verification report
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- [ ] Communication troubleshooting log (if issues occurred)
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### **[[training-structure/roles/programmer-developer]]**
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**Activities (if needed):**
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- Troubleshoot control logic issues found during commissioning
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- Fine-tune PID loops and optimization routines
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- Update programs based on field performance
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**Deliverables:**
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- [ ] Final program versions with commissioning optimizations
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- [ ] Programming change log (if modifications made)
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### **[[training-structure/roles/graphic-developer]]**
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**Activities (if needed):**
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- Fix any broken data links discovered during commissioning
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- Adjust graphics based on client feedback
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- Update graphics with any field changes
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**Deliverables:**
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- [ ] Final graphics package with any commissioning updates
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- [ ] Graphics change log (if modifications made)
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### **[[training-structure/roles/accountant]]**
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**Activities:**
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- Process commissioning phase labor and expenses
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- Generate invoice per contract billing milestone (substantial completion)
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- Update WIP report
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**Deliverables:**
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- [ ] Commissioning labor costs processed
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- [ ] Client invoice generated and distributed
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- [ ] Updated WIP report showing project near completion
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## Phase 6: CLOSEOUT (Final Documentation & Payment)
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### **[[training-structure/roles/project-manager]]**
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**Activities:**
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- Compile all closeout documentation
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- Coordinate final punch list completion
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- Submit final invoice to client
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- Conduct project review meeting (lessons learned)
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- Archive project documentation
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- Transition project to service/warranty tracking
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**Deliverables:**
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- [ ] Complete As-Built drawings (marked-up from field changes)
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- [ ] Final commissioning reports
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- [ ] Operation & Maintenance (O&M) manuals
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- [ ] Warranty documentation package
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- [ ] Training materials and certificates
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- [ ] All network, programming, and graphics documentation
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- [ ] Final project closeout report
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- [ ] Lessons learned documentation
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- [ ] Final invoice submitted and payment tracking
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- [ ] Project transitioned to service in Service Fusion
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- [ ] Client satisfaction survey completed
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**Exit Point:** Final payment received, all documentation delivered, warranty period begins
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### **[[training-structure/roles/network-specialist]]**
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**Activities:**
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- Finalize network documentation package
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- Deliver network credentials and access procedures to client
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**Deliverables:**
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- [ ] Final network architecture diagrams (as-built)
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- [ ] Complete IP address list
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- [ ] Switch configuration files (backup)
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- [ ] Remote access procedures and credentials
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- [ ] Cybersecurity documentation
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**Exit Point:** Network documentation delivered to PM for closeout package
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### **[[training-structure/roles/programmer-developer]]**
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**Activities:**
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- Deliver final control programs and documentation
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- Provide program backup files
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**Deliverables:**
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- [ ] Final control program files (all versions and backups)
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- [ ] Complete program documentation with comments and diagrams
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- [ ] Sequence of operation summary
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- [ ] Point list and I/O mapping
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- [ ] Alarm list and escalation procedures
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**Exit Point:** Programming documentation delivered to PM for closeout package
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### **[[training-structure/roles/graphic-developer]]**
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**Activities:**
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- Deliver final graphics package and documentation
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**Deliverables:**
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- [ ] Final graphics files (source and deployed versions)
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- [ ] Graphic navigation guide
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- [ ] User permission matrix
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- [ ] Dashboard and trend configuration documentation
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**Exit Point:** Graphics documentation delivered to PM for closeout package
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### **[[training-structure/roles/field-specialist]]**
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**Activities:**
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- Complete any final punch list items
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- Deliver field documentation
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**Deliverables:**
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- [ ] Final punch list completion verification
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- [ ] All daily field reports archived
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- [ ] Final calibration reports
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- [ ] Operator training materials
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**Exit Point:** All punch list items complete and documented
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### **[[training-structure/roles/accountant]]**
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**Activities:**
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- Process final project costs
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- Generate final invoice
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- Close out project in accounting system (after final payment)
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- Conduct final project profitability analysis
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**Deliverables:**
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- [ ] Final project costs reconciled
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- [ ] Final invoice generated and submitted
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- [ ] Final WIP report (project complete)
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- [ ] Project profitability analysis (budget vs. actual)
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- [ ] Project closed in accounting system
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**Exit Point:** Final payment received and project financially closed
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### **[[training-structure/roles/warehouse-manager]]**
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**Activities:**
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- Reconcile material usage vs. material issued
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- Process any material returns to stock
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- Close out project material tracking
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**Deliverables:**
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- [ ] Final material usage report
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- [ ] Material variance analysis (planned vs. actual)
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- [ ] Returned materials logged back to inventory
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**Exit Point:** Material reconciliation complete
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## Phase 7: WARRANTY / SERVICE (Ongoing Support)
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**Entry Point:** Warranty period begins at substantial completion
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**Activities:**
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- Track warranty period expiration
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- Coordinate any warranty service calls
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- Monitor customer satisfaction during warranty
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- Transition to service contract (if applicable)
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**Deliverables:**
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- [ ] Warranty period tracking in Service Fusion
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- [ ] Warranty service call coordination
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- [ ] Service contract proposal (if requested)
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**Exit Point:** Warranty period expires OR service contract begins
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---
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Refactor repository to kebab-case and update all internal links
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### **[[training-structure/roles/senior-field-operations-coordinator]]**
e0f744 root 2026-05-15 18:36:28
Add all documentation pages and update home index
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**Entry Point:** Substantial completion / system operational
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**Activities:**
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- Log any warranty service requests
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- Dispatch Field Specialists for warranty issues
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- Track response times and resolution
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- Coordinate with PM on warranty vs. billable work
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- Generate service reports for warranty period
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**Deliverables:**
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- [ ] All warranty service calls logged and tracked
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- [ ] Warranty service reports (issues, resolutions, response times)
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- [ ] Transition to ongoing service contract (if applicable)
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**Exit Point:** Never exits if service contract - continues as ongoing service
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---
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740841 root 2026-05-15 19:21:41
Refactor repository to kebab-case and update all internal links
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### **[[training-structure/roles/field-specialist]]**
e0f744 root 2026-05-15 18:36:28
Add all documentation pages and update home index
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**Entry Point:** Warranty service calls or scheduled preventive maintenance
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**Activities:**
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- Respond to warranty service calls
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- Troubleshoot and resolve system issues
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- Perform preventive maintenance (if under service contract)
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- Document all service activities
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**Deliverables:**
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- [ ] Service call reports in Service Fusion
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- [ ] Issue resolution documentation
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- [ ] System performance verification after service
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**Exit Point:** Service contract ends OR customer chooses not to renew
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---
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740841 root 2026-05-15 19:21:41
Refactor repository to kebab-case and update all internal links
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### **[[training-structure/roles/accountant]]**
e0f744 root 2026-05-15 18:36:28
Add all documentation pages and update home index
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**Activities:**
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- Track warranty costs (labor and materials)
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- Generate service contract invoices (if applicable)
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- Analyze warranty cost vs. project budget
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**Deliverables:**
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- [ ] Warranty cost tracking report
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- [ ] Service contract invoicing (monthly/quarterly)
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**Exit Point:** Project fully closed and service contract established (or customer lost)
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---
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## Critical Handoff Points Summary
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1. **PM → Warehouse Manager:** Material procurement list
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2. **Warehouse Manager → Installer:** Staged material kits
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3. **Installer → Field Specialist:** Completed installation with continuity tests
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4. **Network Specialist → Programmer:** Network online, all controllers accessible
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5. **Programmer → Graphic Developer:** Point list and control logic documentation
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6. **Graphic Developer → Field Specialist:** Deployed graphics ready for commissioning
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7. **Field Specialist → PM:** Signed commissioning acceptance
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8. **All Technical Roles → PM:** Final documentation for closeout package
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9. **PM → Dispatch/Service:** Project transition to warranty/service tracking
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---
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## Service Fusion Workflow Through Lifecycle
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### Project Setup (PM)
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- Customer and location created
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- Service agreement linked (if applicable)
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- Project number (PO#) established
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- Job category assigned
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### Procurement (Warehouse Manager)
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- Purchase Orders created in Service Fusion
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- Inventory Orders logged when materials arrive
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- Project kits assembled
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### Installation (Installer & Field Specialist)
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- Job created with "Scheduled" status
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- Status updates: Dispatched → On the Way → On Site → Started → Completed
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- Drive time and labor time automatically tracked
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- Expenses logged (parking, tolls, supplies)
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- Daily notes and completion notes documented
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### Programming/Graphics (Specialists)
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- Labor time tracked against project
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- Milestones noted in task list
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- Deliverables documented in completion notes
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### Commissioning (Field Specialist)
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- Additional visits created if multi-day commissioning
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- Task list marked complete as items verified
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- Final completion notes with client sign-off
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### Closeout (PM & Accountant)
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- Status changed to "Ready to Close"
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- All labor, materials, and expenses verified
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- Invoice generated in Service Fusion
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- Timesheet reports and expense reports generated
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- Project marked as "Logged" or "Non-Service" as appropriate
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### Warranty/Service (Dispatch & Field Specialist)
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- New service jobs created linked to original project
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- Service agreement tracking for ongoing maintenance
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- Response time and utilization KPIs monitored
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---
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## Key Success Factors
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1. **Clear handoffs with verification checklists**
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2. **Real-time documentation in Service Fusion**
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3. **Proactive communication between roles**
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4. **Quality control at each phase transition**
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5. **Comprehensive documentation throughout**
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6. **Regular PM coordination with all team members**