| Step | Task |
|---|---|
| 1 | Create a new project -Name new Project -Associate Project Type -Associate Region -Associate Office Type -Select Kick-off Date -Select Project City -Optional: Associate Project Budget -Optional: Add notes into the Description field |
| 1a | Add Team Members to the project |
| 1b | Confirm the project is the correct unit system |
| 2 | Create a Scenario |
| 2a | Assign real estate, if applies -If Yes: Uncheck “Do Not Assign Real Estate” & name a New Site or Select an existing Site -If Yes: Confirm Building Name, Address, and Floors in scope of project |
| 3 | Request Core & Shell or Design Digitization -Complete form https://content.saltmine.com/request -Provide Saltmine Scenario URL (so our team knows where to upload the digitized plan) -Upload relevant files -Submit form to Saltmine Platform Services (you’ll receive an email) -Plan for 24-48hr digitization turnaround |
| 4 | Complete Saltmine Strategy Module |
| 4a | Complete Strategy Inputs: – Real Estate (If Real Estate is associated) – Headcount – Optional: Specialty Spaces requirements by Organization |
| 4b | Complete Strategy Analysis: – Configure block allocations as needed – Add any custom blocks to their appropriate zone in ‘Zoning” – Allocate program areas/blocks to floors in space allocation (If Real Estate is Associated) – Check Reporting to ensure compliance with configured thresholds Please note: When Real Estate is Allocated, the remaining space must be a positive number in order to save the program and connect it to the design module |
| 4c | Save your progress and exit the strategy module |
| 5 | Check your Digitization Mapping: (RE Associated Only) – Go to your design dock – Confirm that you have access to the requested design files – Click the ‘i’ Icon to see file information – Make sure the design is mapped to the appropriate building and floor – Make sure the file name is correct – Make sure the file is accessible to the correct teammembers |
| 5a | Open the design file(s) – If a ‘Strategy in Progress’ prompt pops up confirm that all spaces are fully allocated – If a mapping prompt pops up, instruct the platform which floor from strategy should be mapped to which floor from design |
| 5b | Begin Testfitting! |
Download pdf version of checklist here: