JEB PartitionHubv9 · per-entity
For vendor scoping · Phase-1 build · v9 = Jacq feedback round (45+ updates · per-entity data model · Reservation Approval workflow · 5 product lines)
Active entity:
CRM pipeline14DashboardProject BriefNEWQuotationProjectsProduct DBReservationsCare PlansEPIC-13Maintenance ↗v1

Project Brief — Discovery & Spec Capture

A discovery guide for sales to walk through with any client during the inquiry stage — captures scope, system type, fire-rating, glazing, height, and timeline. Filling Step 1 auto-progresses CRM card from "New Opportunity" → "Brief / Spec".
Brief ID: PB-25212 · Sales lead: Eddy · Status: Step 1 of 5 · Submits as DRL → SA → Quotation

Step 1 — Project Information

🔄 Auto-trigger: Saving Step 1 moves the CRM card "Sonoco Pharma SG — Tampines BioPolis L4 fit-out" from New Opportunity → Brief / Spec
Client & project
🧱 Partition-specific quick spec— locks in the technical scope for QS to size
Project requirements checklist DRL pre-flight
Documents received from client
Notes from sales