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Project Initiation (New procedures in bold) (Implementation (Post…
Project Initiation
(New procedures in
bold
)
Project Administration
PM to request account code,
create project in CPR identifying deliverables for year, & create Primera task IDs
Daily Work Reports to be completed in Primera
including entry of all project expenses each day (staff time, mileage, credit card purchases on same day)
PC to request CFN, create webpage,
& create project in Teams OR Sharepoint
PC to create 2019 project estimate (WBS)
in Primera via Program/Project Breakdown for PM approval
based on approved annual deliverables in CPR
PC to pull Project Workplans
from CPR & approved 2019 budget allocation from estimate in Primera
for PM/Senior Management approval
PC to create change log
on Teams or Sharepoint
(TBD)
PCs/ET to create project schedule in TeamGantt
PC/ET to add approved project deliverables to headings of all tracking pages (Teams OR Sharepoint OR Basecamp) for renewed focus on meeting annual deliverables
PC to create entry in ICEBERG
Permits and Approvals
PCs to coordinate and update Permits and Approvals Checklist
on Teams OR Sharepoint OR Primera
(TBD) for easy status reference by PM
Procurement and Contract Management
PCs/ETs to complete purchases
per new Purchasing Policy (effective January 1, 2019)
All purchases to be entered into Primera by purchaser upon approval of PO (goods and services incl. material, consulting etc.)
Purchaser to review invoice with PM sign off. Admin team to enter into
Primera
and deduct from available balance for real time cost tracking
Implementation
Post Construction
PM/PC/ET to follow standard Project Closeout procedures inc. SEID, ICEBERG etc.
PM to review and identify discrepancies between project estimate (WBS) and actual expenditures
in Primera
PM to update
CPR project entry
PCs to identify new task IDs
for creation by PM in Primera
to track financial impacts for select project changes
PCs/ET to update change log
on Sharepoint OR Teams
(TBD)
PC/ET to prepare PP, H&SP, &
Traffic Protection Plan (TPP to be reviewed with final sign off by Construction Services
PC/ETs to reference task ID for change