Create a work plan when the rehabilitation project needs a defined scope, estimate, bidding record, inspection trail, and contractor payment tracking.

Before You Create The Work Plan

Confirm you are on the correct client, property, and loan.

Review:

• Program or funding source requirements
• Approved rehabilitation scope
• Property inspection notes
• Required lead-safe or accessibility work
• Whether a previous work plan can be used as a starting point
• Whether standard spec templates already exist for the work

Work Plan Information

When creating or editing the work plan, complete the core information:

• Name: Use a clear job name, such as Primary Rehab Scope, Emergency Roof Repair, or Phase 1 Repairs.
• Rehab Specialist: Assign the staff member responsible for coordinating scope, bids, inspections, and follow-up.
• Inspector: Assign the staff member or inspector responsible for field inspection activity.
• Job Estimate: Enter the current expected project estimate if available.
• Record Date: Use the date the work plan record is being established or received.

Adding Work Items During Creation

When creating a new work plan, CDM lets you build work items before saving the plan.

You can add work items from: