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Project Setup

The Project

Discovery with Client

The initial discovery with the client, the MacGowans, went as follows.  They are looking for a simple home theater option.  They entertain on their covered porch frequently so they would like audio there as well.  Their budget is right around $25,000.  They bought the house new five years ago and believe that they can obtain the AutoCAD file of the floor plan from the builder. After the initial discovery, Franz made the initial sketch of the systems that only he and one other person can read:

 File:SI5_Tutorial/Project/image001.jpg

 

Not being particularly skilled at drawing, Franz asked Laura to make a better sketch of the systems:

File:SI5_Tutorial/Project/image002.jpg

Work now begins on the proposal by starting a Project in SI 5.

Creating the Project

Franz launches SI 5 and is prompted to login:

File:SI5_Tutorial/Project/image003.png

The SI 5 Navigator opens and the Start tab displays.  Click the “Create a new project” link.

File:SI5_Tutorial/Project/image004.png

The ten step wizard for creating a new SI 5 Project will open to step one.  He proceeds to fill in information for each of the ten steps.  He wisely consults the “Creating an SI 5 Project” section of the SI 5 User’s Guide.

Step 1:  Project Name and Staff Assignments

File:SI5_Tutorial/Project/image005.png

Step 2:  Site Address

File:SI5_Tutorial/Project/image006.png

Step 3:  Billing Address

File:SI5_Tutorial/Project/image007.png

Step 4:  Project Contacts

File:SI5_Tutorial/Project/image008.png

Step 5:  Scope Of Work

File:SI5_Tutorial/Project/image009.png

Step 6:  Location Types

File:SI5_Tutorial/Project/image010.png

Step 7:  Define Locations

File:SI5_Tutorial/Project/image011.png

Step 8:  Define Zones

See the “SI 5 User Guide” for ideas on how to use Zones.  In this case Zones are used to define systems or subsystems.

File:SI5_Tutorial/Project/image012.png

Step 9:  Contract Percentages

It was decided that since this is a small project, they are going to bill for it as 50% Initial payment and the remainder upon completions of work.

File:SI5_Tutorial/Project/image013.png

Step 10:  Custom Properties

Currently they do not plan to use Custom Project Properties

File:SI5_Tutorial/Project/image014.png

When he finishes entering the information, he clicks [Save].

File:SI5_Tutorial/Project/image015.png

The default save location for a project in SI 5 is C:\Documents and Settings\username\My Documents\D-Tools SI5 Projects\Client Name\Project Name for Windows XP users.  For Vista users, the default path is C:\Users\username\Documents\D-Tools SI 5 Projects\ Client Name\Project Name.

 

 

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Last modified
16:38, 26 Nov 2013

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