Client Approvals, Timeline, Team Comms & Time | Moving Through a Design Project in Materio (5 of 6)

Описание: In Part 5 of the Moving Through a Project series, we show how to run a smooth client-approval cycle in Materio—from setting a design timeline and assigning phase-based tasks, to using comments, @mentions, layers, and progress notes to keep everyone aligned. You’ll also see how to track time by phase, document in-person approvals, send digital selection reviews, and understand how auto-drafted POs build as approvals roll in. We wrap by teeing up pre-procurement: refining drawings, gathering quotes (incl. C.O.M. fabrics), and organizing orders by vendor.

What you’ll learn
Stand up a design timeline quickly with templates and dependent tasks
Use client meeting prep, assignments, and due dates to drive accountability
Communicate in context with plan comments, @mentions, and layers to reduce noise
Send progress notes + upcoming work to reduce client questions
Track billable vs. cost rates and time by scope phases
Share selections for client approval, document in-person approvals, and see auto-drafted POs populate by vendor
Prepare for pre-procurement: quotes, pricing updates, and drawing refinements

Perfect for interior designers and design-build teams who want fewer emails, fewer surprises, and faster approvals.

00:00 — Kickoff: Feedback, approvals & what this video covers
01:06 — Timeline setup via template (design phases + dependencies)
02:30 — Phase tasks, owners & meeting-prep tasks
04:53 — Pre-procurement / pre-construction placeholders & holds
06:58 — Project Manager view: using the timeline to coordinate
09:02 — Communicating in context: comments, @mentions, and plan pins
12:35 — Staying focused with Layers (filter markers/comments)
13:23 — Publishing/hiding scope & controlling what the client sees
14:40 — Activity feed, filters & sending progress notes
16:45 — “What’s next?”: showing upcoming work & timeline to clients
18:16 — Tasks to me vs. all tasks; notify-when-done
19:07 — Time tracking: where to log, team permissions
20:10 — Entering time by project/phase (design services)
22:03 — Cost vs. billable rates (include overhead!)
23:12 — Switching timers across projects (auto prompts)
24:45 — Seeing time against scope in Performance
25:55 — Preparing for the client meeting: assumptions & approvals
26:50 — Sending selections for approval; client “in review” view
28:09 — (Heads-up) Design Proposals feature mention
28:44 — Print Selections: a PDF packet for meetings
30:20 — Approving items & auto-drafted POs (by vendor)
31:45 — Approvals across options; budget implications
32:14 — Commenting finish choices; revising selection images
33:00 — C.O.M. sample approval before ordering
33:50 — Entering Pre-Procurement: quotes, pricing updates, drawing tags
34:45 — Next: order prep, collecting funds, and payment requests

#Materio #InteriorDesignSoftware #DesignBuild #ClientApprovals #ProjectTimeline #TimeTracking #DesignProcess #FFandE #Procurement #PurchaseOrders #COMFabrics #DesignWorkflow #TeamCommunication #ProgressNotes #Selections Review