Application & scope
Describe what the installation must do, the equipment or systems involved and the boundaries of the proposed work. Distinguish new installations from additions to an operating site.
Prepare a clear project brief
Project planning guide
A useful project brief connects the intended application with the site conditions and the support required. Use the sections below to organise the information already available; identify open questions rather than treating assumptions as confirmed requirements.
Site & interfaces
Record the project location, available space, access conditions and connection points. Note electrical supplies, communication systems and environmental conditions that need further review.
Schedule & records
Set out the intended sequence for equipment delivery, installation and commissioning. List drawings, equipment schedules and existing records that can support the technical review.
INFORMATION QUALITY
Keep assumptions visible
Mark the revision and source of each drawing or schedule. If an input is provisional, record who will confirm it and when it is needed. This helps suppliers and engineering teams work from the same set of information.
Sensitive site drawings and equipment records should be exchanged through a channel agreed for the project. This page is a planning reference; project-specific documents remain subject to the agreed delivery scope.