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MANUAL
TABLE OF CONTENT
2
Sub-contractor Change Order ........................................................................................................................................ 193
EAO Admin ................................................................................................................................................................. 193
EAO Auditor ................................................................................................................................................................ 198
EAO Admin ................................................................................................................................................................. 202
Payment Request ........................................................................................................................................................... 205
Construction Contract Pay Request ........................................................................................................................... 205
Check Number Entry .................................................................................................................................................. 211
Payment Assignment.................................................................................................................................................. 212
Project Daily Diary .......................................................................................................................................................... 214
Action Items .................................................................................................................................................................... 217
Action Items for Meeting Minutes ................................................................................................................................... 223
Meeting Minutes.............................................................................................................................................................. 227
Submittals ....................................................................................................................................................................... 228
Transmittals .................................................................................................................................................................... 232
Technical Support ........................................................................................................................................................... 238
QA Audit Entry ............................................................................................................................................................ 238
QA Scheduler ............................................................................................................................................................. 243
Resolution Entry ......................................................................................................................................................... 245
QA Admin ................................................................................................................................................................... 247
Project Close-Outs .......................................................................................................................................................... 249
Contract Close-Outs ....................................................................................................................................................... 254
Reports ........................................................................................................................................................................... 255
Document Management - Attachments ...................................................................................................................... 256
GLOSSARY .................................................................................................................................................................... 265
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Introduction
The Project Information Management System (PIMS) is the agency’s new integrated capital project
management application built on the Skire Unifier software platform. PIMS provides fully automated
business process functions and integrated data in one Web-based application that consolidates the
processes, tasks, business workflows and data flows associated with the management of DDC’s
capital construction projects. These processes include project initiation, scheduling, budgeting,
estimating, payments, change orders, and contract management.
PIMS includes workflow functionality which will alert DDC project management staff of initiated tasks,
or processes, and the expected response or action to take. It will prompt users if a task is overdue
and remind them to take action to ensure prompt completion of business processes.
This training manual will outline the business processes and functionality of PIMS, while providing
detailed step by step instructions on how to navigate within the application and perform the tasks
associated with the project management lifecycle.
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BUSINESS MODULES & PROCESSES
COLLABORATION
PROJECT INITIATION
INFORMATION (GENERAL)
ESTIMATED BUDGET
PROJECT INFORMATION
COMPANY WORKSPACE
REQUIREMENTS CONTRACTS
VENDOR LIST
COST SHEET
EXPENSE ALLOCATIONS
FUNDING ALLOCATION REQUEST
BUDGET MANAGEMENT
BUDGET ORIGINAL
BUDGET TRANSFER
CP TRACKING
CURRENT BUDGET
ESTIMATE MANAGEMENT
PROJECT ESTIMATE
PROJECT BID ENTRY
CONTRACT MANAGEMENT
CONTRACT AWARDS
CONTRACT ENCUMBRANCE
CHANGE ORDER
CHANGE ORDER REGISTRATION
CONTRACT ASSOCIATION
CONTRACT ASSOCIATION CONSORTIUM/RENEWAL
CONTRACT CLOSE-OUT
SUBCONTRACTOR CHANGE ORDERS
REQUIREMENT CONTRACTS – TASK ORDERS
REQUIREMENT CONTRACTS – SUPPLEMENTAL TASK ORDERS
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BUSINESS MODULES & PROCESSES
DOCUMENT MANAGEMENT
DOCUMENTS
UN-PUBLISHED DOCUMENTS
PAYMENT MANAGEMENT
PAY REQUEST
CHECK NUMBER ENTRY
CONTRACT W ITHHOLDINGS
PAYMENT ASSIGNMENT
PROJECT MANAGEMENT
ACTION ITEMS
DESIGN ENGAGEMENT
MEETING MINUTES
PROJECT CLOSE-OUT
PROJECT DAILY DIARY
PROJECT TEAM ASSIGNMENT
STRATEGY BOARD REQUEST
SUBMITTALS
TRANSMITTALS
REPORTS
USER-DEFINED
SCHEDULE MANAGEMENT
SCHEDULE SHEETS
SCHEDULE MILESTONE ACTUAL
SCHEDULE MILESTONE ADJUSTMENT
SCHEDULE APPROVAL
TECH SUPPORT
QA Site Safety
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Accessing Project Management Information System
The application is easily accessible by entering the address: http://PIMS in your browser address field, and
logging into the program with your DDC issued user id and password. Additionally, an icon “PIMS” has been
placed on the agency’s intranet page which will take you directly to the login page.
Additional assistance can be found within the PIMS application. The help function is accessible from the Help
menu located at the top of any PIMS window.
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How to Navigate To A Project
Once you have accessed the PIMS system, you will be directed to the Home screen. Some components to take
notice of are the navigation tabs at the top of the screen, the modules in the left menu section, and the list of
tasks in the middle to bottom portion of the screen. This window will give you "at a glance" reminders of
assigned tasks and their current disposition.
Navigation
tabs
Tasks list
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1. Navigate to your division tab (see screenshot below)
4. Select the appropriate module from the list to begin a business process.
Modules
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How to Set Your User Preferences
To change your password
A generic password is given to each user to log into PIMS on their first time. Users can reset their own
passwords in PIMS by selecting the Preference Link located at the top right menu of the home page. (See arrow
below).
Preferences
Link
Enter the new password in the “Password” field on the “Security” tab in the newly opened window. Enter the
new password a second time in the “Confirm password” field below it. Select “Apply “and “Ok” from the
menu at the bottom of the page.
In the section below the password entry fields, users can enter secret Password Recovery questions which the
system will ask them should they forget their passwords at login.
NOTE: If you forget your newly entered password, contact the Help Desk at 4040 to have it reset.
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To proxy another user to answer your tasks
In the event of an absence from work, PIMS allows a user to proxy their task to another user for disposition. To
proxy you must select the “Proxy” tab within the “Preferences” link.
Select the user who can act as your proxy by choosing the “Add” button. Enter the person’s name in the “Grant
Access” to field by choosing the select button to the right.
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Select the user’s name from the list in the window. Choose the “Add” button in the middle of the window.
Select “OK” from the menu at the bottom of the window.
Enter the “start” and “end” dates for the period of time that the user will proxy your tasks. Enter the “status” of
proxy request (either Active or Inactive) by click the appropriate radio button. Select “Ok” from the menu.
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To Login as a Proxy:
Once you have been assigned as a proxy, you may login to answer that user’s tasks from the “Proxy” tab
located within the “Preferences” link. Select the user’s name from the “Users’ I can act as their Proxy” field.
Select the “Proxy Login” button within the window. The program will open with your name list at the t op of
the window and a statement that you are acting on tasks on behalf of the other user.
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To Remove the Proxy
Navigate to the “Proxy” tab from the “Preferences” link at the top of the window. Select the name of the user
from the field “Users who can act as my proxy”. At this point you can do one of two things. Select the
“Remove” button to completely remove the proxy record from your window or make the record inactive to
allow for future instances where the user will act as your proxy at your preference (see second screenshot
below).
End of Section
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Project Initiation
The Capital Budget unit receives the CPI from the client agency, and will initiate the project in PIMS. The steps
to navigate the application are as follows:
1. From the main menu of PIMS, select the corresponding Division tab (Infrastructure or Structures).
2. Select the “Collaboration” module drill down option in the left window. Select “Task” within the drill
down.
3. Select the dropdown arrow next to the “New” menu option in the top right portion of the window.
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4. Select the “Project Initiation” option in the sub-menu of the “New” menu option.
5. The Project Initiation form will open. Complete the required fields, marked with an asterisk (*).
6. The purpose of the Shell Initiation portion of the form is to designate the division in which the project is
assigned, and the template used to set up the project to navigate through the business processes and task
specifically designed for that division. Use caution to assign the appropriate shell location and shell
template.
7. Once you are finished editing the form, select the “Finish Editing” icon at the top of the screen. You
will receive a message confirming your initiation of the project. This message will also give you the
record number for this project.
8. Close the window and navigate back to the “Task” drill down.
End of Process
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Project Information
Objective: To enter general information and data relative to the Project.
The Project Information form is not a workflow. It functions as a repository of information related to the
project, and can be updated at any given time during the life of the project. The steps taken are as follows:
2. Select the Project ID from the list of projects at the bottom of the page.
5. Select the option, “Project Information” in the middle window of the page.
End of Process
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CP Request
An important step in the Project Management lifecycle is the approval of the Certificate to Proceed. The Capital
Budget Unit will receive the CPI (Capital Project Initiation) letter from the client agency. Approval from OMB
is required to formally transfer the budget and management of a project to DDC.
The Capital Budget Analyst will select the “Budget Management” module from the menu located on the left of
the window.
1. Select “New” from the menu in the top of the screen and the CP Request form will open.
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2. Enter the required CP Milestone data fields marked with an asterisk (*). Make sure to enter “Yes” for
“CP Request Attached” field. Process will not proceed to the next step without making this selection.
3. Select the Workflow action “Send to CFO” to submit to Administration for disposition.
End of Section
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Administration - CFO
1. The next task will appear in CFO staff’s Task in-box under the Collaboration module. Open the task by
selecting the record and choosing “Open” at the top menu.
2. Accept the task by selecting the “Accept Task” button in the menu on the top of the window
3. Update the OMB approval data by entering the required data in the fields marked with an asterisk (*).
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4. Select the appropriate Workflow action “Send to CFO Entry” or “Request CBA Clarification”. If
Send to CFO Entry is selected the task will appear in CFO’s box for entry of the next set of approvals.
If “Request CBA Clarification” is selected the step will return to the Capital Budget unit for
corrections.
5. The next task will appear in the CFO staff’s Task in-box under the “Collaboration” module. Open the
task and accept it by selecting “Accept Task” at the top left menu.
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6. Update the OMB approval data by entering the required data in the fields marked with an asterisk (*).
7. Select the Workflow action “Send to CFO CP Approval”. CFO will receive the next task in their in-
box in the Collaboration module, for entry of the next set of approvals.
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8. The next task will appear in the CFO staff’s Task in-box under the “Collaboration” module. Open the
task and accept it by selecting “Accept Task” at the top left menu.
9. Update the OMB approval data by entering the required data in the fields marked with an asterisk (*).
Make sure to enter “Yes” for “CP Approval Attached” field. The process will not proceed to the next
step without making that selection.
10. Select the workflow action ”Send Approval to CBA” from the dropdown list located at the top right
hand side of the window.
11. Select the “Send” button from the menu at the top left side of the window.
End of Section
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CAPITAL BUDGET ANALYST
1. The next task “CBA CP Approval” will appear in the CBA staff’s Task in-box under the
“Collaboration” module.
2. Open the task and accept it by selecting “Accept Task” at the top left menu.
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3. CBA will enter the CP approved data in the lower portion of the form by selecting “Add”
5. Select the dropdown s to add the Funding Source, WBS Code, Last Approved Amount and a Short
Description
6. CBA will review the data collected during the business process for errors and choose the appropriate
workflow action. If “Cancel” is selected the workflow will be cancelled and removed from the Task
box. If “CP Approved” is selected the workflow will end. If “Request CFO Clarification” is selected
the task will return to CFO for disposition.
7. Select the “Send” button in the menu at the top of the window.
End of Process
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Project Team Assignment
At the completion of the Project Initiation step, the Project Director sends a request to assign the Engineer in
Charge and Project Manager to the project. The steps taken to assign the Project Team are as follows:
PROJECT DIRECTOR
1. The Project Director navigates to the Division tab located at the top of the page.
2. Select the Project ID from the list of projects at the bottom of the page.
3. Select the Project Management module on the left side of the page.
4. Select the “Project Team Assignment” option from the drilldown list.
5. Select “New” from the menu at the top of the window on the right of the page.
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6. Select the names and titles of the team assigned to the project by accessing the “Add”
button on the “Standard” tab, at the bottom of the window.
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8. Select the drop-down arrow next to “Title” to access the list of roles within the project.
10. Select the button next to the “Assignee” field to open the list of employees.
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11. Select the name of the employee assigned to the title entered in the previous steps.
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15. Repeat steps 6-14 until all team members have been assigned.
16. Select the “Workflow Action” “Send for Setup” from the dropdown list located at the top right hand
side of the window.
17. Select the “Send” button at the top left side of the window.
18. The message “Project Team Assignment Team xxxx has been submitted successfully” will appear. Select
“OK” to exit the screen.
End of Process
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Project Cost Sheet
The Project Cost sheet provides a complete overview of the project’s financial plan and the subsequent
consumption of its budget. It is updated by the completion of business processes directly affecting account
balances, such as budget changes, change orders, and pay requests.
1. From the Cost Manager drill-down on the left of the screen, select “Cost Sheet”.
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2. Select the ”Project Cost Sheet” file from the log in the middle window and open it by selecting “Open”
from the menu at the top of the screen or double-clicking the record.
3. Select the “Rows” button from the menu at the top of the window.
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4. Select “Add Rows” button from the menu at the top of the window.
5. Enter data in the WBS Code field by choosing the “Select” button on the side of it as required.
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6. Update the “Object Code” field by choosing the “Select” button next it as required.
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9. Update the “Phase” field by choosing the “Select” button next it as required.
11. Select “OK” from the menu in the middle of the “Phase” page
12. Select the “OK” option on the Code window to navigate to the “Project Cost Sheet” attributes page.
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13. Update the “Status” field to Active.
14. Update the field related to the Project Codes, reporting code, and object codes.
15. Select “OK” to close the additional open windows and navigate back to the main menu page.
End of Process
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Budget Original
The Capital Budget Analyst enters the budget code data and approved amounts for the project.
1. The Capital Budget Administrator navigates to the Division tab located at the top of the page.
2. Select the Project ID from the list of projects at the bottom of the page.
3. Select the “Budget Management” module on the left side of the page.
5. Select “New” from the menu at the top of the window on the right of the page.
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6. Update the top portion of the “Budget Original form”.
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9. Enter the WBS Code by choosing the “Select” button next to the field.
10. Select the “Fund Code” from the Fund Picker list
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11. Select the “WBS Code” by choosing the “Select” button next to the field.
12. Select the “WBS Code” from the list and choose the “Select” button at the top of the window.
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13. Enter a Short Description and Amount as required on the Budget Original Line Item sub-menu.
15. Repeat steps 7-15 until all Budget Items have been added to the Budget Original form.
16. Select the “Workflow Action” at the top of the window to “Send for Review”.
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CAPITAL BUDGET DIRECTOR
18. The task is sent to the Budget Director for review. Navigate to the “Collaboration” drilldown and
selects “Task”.
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20. Accept the task by selecting the “Accept Task” button at the top of the window.
21. Review the task by selecting the “Accept Task” button at the top of the window.
22. Choose the appropriate workflow action. To send the request back to the CBA for Revision or
Clarification, select “Send for Clarification”. To approve the Budget Original select “Approve”. To
Reject the Budget Original, select “Reject”.
End of Process
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Budget Transfer
Objective: To transfer funds from one budget code to another within the project’s Original Budget
1. The Capital Budget Administrator navigates to the Division tab located at the top of the page.
2. Select the Project ID from the list of projects at the bottom of the page.
3. Select the Budget Management module on the left side of the page.
5. Select “New” from the menu at the top of the window on the right of the page.
6. Select the option, “Budget Transfer” in the middle window of the page
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7. Select the dropdown next to the “Budget Line Reference” field to link this change to the Original
budget
8. Select the “Budget Original” from the list within the open dialog box.
9. Choose the “Open” option from the menu at the top of the window.
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10. Enter the budget line transfer updates on the “Standard” tab by selecting “Add”.
12. Enter the “Funding Source” by choosing the “Select” button on the right of the field.
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13. Choose the appropriate funding source from the fund picker list.
14. Select “Open” from the menu at the top of the window.
15. Select the “WBS Code” by choosing the “Select” button next to the field.
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16. Select the appropriate “WBS Code” from the list in the window.
17. Select the “Select” button from the menu at the top of the window.
18. Enter the “short description” and “amount” of the budget change in the appropriate fields.
19. Select “OK” from the menu at the bottom of the window.
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20. Make adjustments in to the budget record to subtract from one line item (- negative number) and add to
another line (+ positive number), and select to offset the transfer amounts
21. Select the Workflow option “Send for Approval” from the top right hand side of the screen. The
workflow will be sent to the Budget Director.
23. The Budget Director will review the changes made to the Original budget. Select the appropriate
workflow action (Approve, Reject or Send for Clarification).
24. If the selection is Send for Clarification, the step will go back and forth between the Budget
Administrator and Budget Director until it is approved. If the selection is Reject or Approve, the flow
will go to the end step.
End of Process
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Funding Sheet
Objectives: To report on funding events and sources planned, approved, or allocated.
1. The CBA will select the “Cost Funding Manager” module from the menu on the left side of the screen.
End of Process
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Current Budget
The Current Budget is automatically spawned upon completion of the Original Budget process. It is not a
workflow. It is a repository of Current Budget data, and updates original budget line data. The status of this
form must remain as Pending until such time as the project is ready for close-out to ensure that figures are
properly calculated.
1. The Capital Budget Administrator navigates to the Division tab located at the top of the page.
2. Select the Project ID from the list of projects at the bottom of the page.
3. Select the “Budget Management” module on the left side of the page.
5. Select “New” from the menu at the top of the window on the right of the page.
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6. Review the top portion of the form and make sure that the Status reads “Pending”.
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9. Enter the “Funding Source” by choosing the select button at the left of the field.
10. Choose the appropriate “Funding Source” from the list in the sub-window.
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11. Select the “Open” button at the top left side of the window.
12. Select the “WBS Code” by choosing the “Select” button next to the field.
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13. Choose the appropriate “WBS Code” from the list in the sub-window.
14. Select the “Open” button at the top left side of the window.
16. Enter the “Amount” of the change against the Line Item.
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17. Select the “OK” button at the bottom of the window.
18. Repeat steps 7-17 until all budget line changes are entered.
19. Select the “Finished Editing” button on the top left hand side of the screen.
End of Process
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Funding Allocation Request
Objectives
Funding Allocation Request is spawned after the Budget Original has been entered and approved. It is the
request for capital funding of a project. Approved funding allocation requests update fields in the funding
sheet.
1. Upon approval of the “Budget Original” business process, the CBA will receive the “Funding
Allocation” request in their “Collaboration” module’s “Task” in-box. Open the task by choosing the
“Open” button in the menu on the top of the window or double-clicking the record.
2. Accept the task by selecting the “Accept Task” on the top menu.
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3. Review the record and update the required field “Title”.
4. Choose the appropriate workflow action. To send the request back to the CBA for revision, select “Send
for Revision”. To send the Funding Allocation Request task for approval select “Approve”.
5. Send the task to the CBA Director for approval by selecting the “Send” button in the menu at the top of
the window.
1. The CBA Admin will receive the task in their “Collaboration" module’s “Task” in-box. Open the task
by choosing the “Open” button in the menu on the top of the window or double-clicking the record.
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2. Accept the task by selecting the “Accept Task” on the top menu.
3. Review the record and select the appropriate workflow action. To send the request back to the CBA for
revision, select “Send for Revision”. To send the Funding Allocation Request task for approval, select
“Approve”.
End of Process
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Estimated Budget
Objectives
Estimated Budget is a non-workflow repository of the projects current budget along with any adjustments made
to the original budget and information pertaining directly to those adjustments. When updating the Estimate
Budget the user must be certain to leave the status of the budget as “Open”. Once the budget has been changed
to “Closed” the user will be unable to make any changes or adjustments to the form.
1. From the main menu within the project, select the Information drill-down.
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3. Select “Estimate Budget” from the list in the middle of the window.
End of Process
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Schedule Management
Objective: To develop the project’s Schedule
PROJECT MANAGER
1. The Project Manager will select the Schedule Manager module from the menu on the left side of the
screen.
3. Select the “Copy” dropdown from the top middle of the screen.
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A pop-up dialog box will open with a list of schedule templates pre-loaded for use by Project Management
personnel.
7. Enter the Project ID in the Schedule Title field marked as required (*).
8. Enter the Schedule Start date of the project in the field marked as required (*).
9. Select “Apply” and “OK” from the bottom portion of the sub-window.
The dialog box will close and you will be back at the main menu of PIMS.
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.
10. From the window select the Schedule sheet you’ve just saved.
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The schedule will appear as below.
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1. Select the activity “Milestone Project Start”, enter the project start date in the “Start” field of the
schedule and select “OK”.
(Projected date and the start date are equal. Duration equals 1.)
2. Select the “Strategy Board Determination” activity, enter the start date and duration date in the
appropriate fields and select “OK”.
(Projected date equals the start date + the duration. Duration displays the number of days
entered)
3. Select the activity “Milestone Design Start”, enter the start date in the “Start” field of the schedule
and select “OK”.
(Projected date and the start date are equal. Duration equals 1.)
4. Select the activity “Milestone Design Completion”, enter the start date in the “Start” field and select
“OK”.
5. Select the activity “Construction Start”, enter the start date in the “Start” field and select “OK”.
(Projected date and start date are equal. Duration equals 1.)
6. Select the activity “Milestone Construction Completion”, enter the start date and select “OK”.
(Projected date and start date are equal. Duration equals 1).
7. Select the activity “Milestone Project Closeout”, enter the start date in the” Start” field and select
“OK”.
(Projected date and start date are equal. Duration equals 1).
The Project Manager may choose to save and close the Schedule and update the additional dates at a
later time. To Baseline a schedule, continue to next section.
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10. Select the “Schedule Manager” module from the menu on the left of the screen.
11. Select “Schedule Sheets” from the options sub-menu under Schedule Manager.
15. “Finish Date” column are copied to the “Original Baseline” column.
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The Project Manager may choose to save and close the Schedule and update the additional dates at a
later time. To Enter Actual Start dates for activities (Non Milestone), continue to the next step.
1. Select the “Schedule Manager” business process from the menu on the left of the screen.
2. Select “Schedule Sheets” from the options sub-menu under Schedule Manager.
3. Select the “Activity Name e.g. Milestone Strategy Board Determination A&E”.
4. In the “Activity Status” drop down select “In Progress” and select “OK”.
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(Today’s date appears in the Actual date column. Start and Finish dates for other activities are updated
if Actual start date is not equal to the original start date. Duration equals the difference between the
finish date and the start date. Projected dates for this activity equals today’s date. Projected date for
other activities equal the start date + projected duration)
The Project Manager may choose to save and close the Schedule and update the additional dates at a
later time. To Enter Actual Finish dates for activities (Non Milestone), continue to the next step.
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1. Select the “Schedule Manager” business process from the menus on the left of the screen.
2. Select “Schedule Sheets” from the options sub-menu under Schedule Manager.
3. Select the “Activity Name e.g. Milestone Strategy Board Determination A&E”. The activity
properties window is displayed.
(Start and Finish dates for other activities are updated if Actual Finish Date is not equal to Original
Finish date. Duration column equals the date difference between the finish date and start date.
Projected date for this activity equals today’s date. Projected date for other activities equals the start
date + projected duration).
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6. Select the “Save” button on the Schedule Sheet toolbar.
The Project Manager may choose to save and close the Schedule and update the additional dates at a
later time. To add an activity by inserting a row, continue to step 7.
7. Select the “Schedule Manager” business process from the menu on the left.
8. Select “Schedule Sheets” from the options sub-menu under Schedule Manager.
10. Select a row on the sheet. Click “Add” and then “Manual”
The Project Manager may choose to save and close the Schedule and update the additional dates at a
later time. To "Add an activity at the end of the sheet", continue to the next step.
1. Select the “Schedule Manager” business process from the menu on the left of the screen.
2. Select “Schedule Sheets” from the options sub-menu under Schedule Manager.
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4. DO NOT select a row on the sheet. Click “Add” and then “Manual”
The Project Manager may choose to save and close the Schedule and update the additional dates at a
later time. To delete an activity, continue to the next step.
1. Select the “Schedule Manager” business process from the menu on the left.
2. Select “Schedule Sheets” from the options sub-menu under Schedule Manager.
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5. Select “Yes”.
The Project Manager may choose to save and close the Schedule and update the additional dates at a
later time. To move an activity, continue to the next step.
1. Select the “Schedule Manager” business process from the menu on the left.
2. Select “Schedule Sheets” from the options sub-menu under Schedule Manager.
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5. Select “Cut”.
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1. Select the “Schedule Manager” business process from the menu on the left.
2. Select “Schedule Sheets” from the options sub-menu under Schedule Manager.
3. Select the sheet in the log and click “Properties” on the Schedule Log toolbar.
5. Click “Yes”
6. Click “Ok”. The Schedule Sheet appears bold in the Schedule log.
End of Process
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Design Engagement
At the Design Engagement step, the Project Manager creates the request and sends it to the Project Director.
The creation step involves the entry of a design start date and the completion of the design checklist for the
project. A design scope is clearly defined within this step and passed to the Project Director for review and
approval.
1. The Project Manager navigates to the Division tab located at the top of the page.
2. Select the Project ID from the list of projects at the bottom of the page.
3. Select the “Project Management” module on the left side of the page.
5. Select “New” from the menu at the top of the window on the right of the page.
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6. Complete the required fields, marked with an asterisk (*) in the “Creation” and “Milestone Dates”
sections of the form.
8. Enter the group or individual responsible for the review of the checklist items in the “To” field of the
Action details portion of the form.
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11. Select the Workflow action from the dropdown at the top right of the screen.
12. Select “Send” from the top left side of the screen.
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A message will appear which states “Design Engagement DE-XXX has been submitted successfully.
Project Director
1. The Project Director will receive a system generated message in their “Collaboration” in-box as
illustrated below.
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2. Select the task by double-clicking it or selecting it and hitting the “Open” button at the top of the menu.
3. Accept the task by selecting the “Accept” button at the top of the menu.
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4. The Project Director will review the Design Checklist and Design start date for accuracy.
5. Choose the appropriate workflow action. If “Clarification” is selected the task will go back to the
Project Manager for correction. If “Schedule Update” is selected the task will go to Project Director
to remind them to update the Design Start milestone date in the project schedule. This is handled under
the Schedule Management module and the Schedule Milestone Actual business process.
6. Select the “Send” button at the top left side of the window.
7. The Project Director will receive a task in their “Collaboration” in-box as illustrated below.
8. Select the task by double-clicking it or selecting it and hitting the “Open” button at the top of the menu.
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9. Accept the task by selecting the “Accept” button at the top of the menu.
10. Review the record and select the workflow action “Completion” to end the business process.
11. Select “Send” from the menu at the top left portion of the window.
End of Process
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Strategy Board
Roles: Project Manager, Project/Program Director, Strategy Board, Strategy Board Scheduler
The Strategy Board consists of the Project/Program Director, Project Manager, Design Liaison, and Assistant
Commissioner who meet to determine the contract procurement approach for a project. The Project Manager
will initiate the Strategy business process. Each member will receive a task in their collaboration inbox,
requesting their vote on the procurement type. The Strategy Board liaison will calendar the Strategy Board
meeting, and notify the board members of the date and time.
Project Manager
1. The Project Manager navigates to the Division tab located at the top of the page.
2. Select the Project ID from the list of projects at the bottom of the page.
3. Select the “Project Management” module on the left side of the page.
5. Select “New” from the menu at the top of the window on the right of the page.
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6. The Project Manager selects the “Procurement type” from the Strategy Board flow creation screen.
7. Select the Workflow action “Send for Approval” from the top, right side of the screen.
8. Select “Send” from the top left side of the screen, and receive the message below.
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Project Director
1. The Project Director will receive the flow in their “Collaboration” in-box, and open the task by double-
clicking the task or selecting it and hitting “Open” at the top of the menu.
2. The Project Director will accept the task by hitting the “Accept” button at the top left portion of the
menu.
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3. The Project Director will accept the task by hitting the “Accept” button at the top of the menu.
4. The Project Director will review the selected procurement type and either send it back to the Project
Manager by selecting the “Send for Clarification” option or “Send to Committee” for their review.
6. The Committee receives the task in the “Collaboration” task inbox and accepts the task.
7. Select the “Agree” or “Disagree” option, as it corresponds to the appropriate decision of the
procurement type for this project.
Once the choice is made the Strategy Board If an agreement is reached, the project continues past the Strategy
Board step. If an agreement is not reached, the step goes to the designated division liaison, who calendars a
Strategy Board meeting, attended by the entire committee.
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Estimating
Objective: To enter the project’s estimated schedule of values.
Role: Bid Admin, Bid Analysis, Design Engineer, Design Services, Project Manager, Senior Project
Manager, Project/Program Director, Policy Analysis
Estimation requires the existence of an approved budget original, which will automatically create a Funding
Allocation Request. In addition, a valid contract with items is required before the Design Engineer can estimate
the cost of the project.
You can copy an estimate from one project to another. However, the Design Engineer will be responsible for
adding the budget line for each item, as the item must be linked to a specific budget line, and the budget line for
the older project may not be the same as the newer project.
Project Estimating
1. From the main menu of PIMS, select the corresponding Division tab.
3. Select the “Estimating Management” module from the menu in the left window.
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4. Select “Project Estimate” from the drill-down menu.
7. Select “OK”.
8. Enter data in the required fields. Enter the “Budget Reference” data by choosing the “Select” button on
the right of the field. A log with original budget records will open. Select the appropriately approved
budget record by selecting “Open” on the menu at the top of the window, or double clicking the record.
(See multiple screen shots below).
9. Select the workflow action “Create Estimate” from the dropdown menu at the top right portion of the
window.
10. Select “Send” from the top left side of the menu. The record will be sent to the Design Engineer, to
begin entry of items for the project.
End of Section
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DESIGN ENGINEER
There are currently two (2) ways to enter the scope of items for a project in PIMS.
(Option One)
1. From the main menu of PIMS, select the corresponding Division tab
2. The task will appear in the Task log in the “Collaboration” module drill-down. Select the task and
double-click to open it.
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4. Enter items data on the Standard tab form by selecting “Add” button in the lower left portion of the
form.
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6. Select the” Line Item Reference” by clicking the “Select” button at the right of the field.
7. Select the appropriate Budget Line from the list in the sub-window by double clicking the record or
selecting it and choosing “Open” from the menu at the top of the screen.
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8. Select the appropriate “Item Number” by clicking the “Select” button at the right of the field.
9. The Item Pricing database window will open. You may search the database by selecting “Find” button
in the menu at the top of the window.
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10. You may search the database for items by their item number, description or unit of measure. Enter the
criteria for your search and select the Search button in the search sub-form.
11. After running the search, select the appropriate item from the list by double-clicking it or highlight it and
choose “Select” from the menu at the top of the form.
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12. Complete the remainder of the form by adding the quanties. The extended amount field will calculate
automatically.
13. “Special case codes” information can be entered by selecting the down arrow next to the field and
choosing the appropriate criteria from the list box.
14. Select “OK” from the menu at the bottom of the screen
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Design Engineer
(Option 2)
1. To enter items faster, the Design Engineer may select the “Grid” button located in the meu at the
bottom or the form.
2. A sub-window will open that resembles an excel spreadsheet. Starting with the Line Item Reference,
double-click the field to enter data. Any required sub-windows will open from which you can make your
selections.
4. Select the “Save” button from the menu at the top of the window. (Make sure to save your entries
before walking away from the record. There is no auto-save in this spreadsheet.)
5. Select the “Close Window” button from the menu at the top of the window.
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6. Select the appropriate “Workflow Action” from the drop-down at the top right portion of the window.
Note: If you are sharing responsibilities for building this scope of items with another Design Engineer,
select the “Update Scope” option, and add the name of the design group (Design 1 or Design 2) or the
individual working with this scope in the addressed “To” field in the “Action Detail” tab. The scope
will be sent to that group or individual’s “Task In-box” in the” Collaboration” drilldown. If you are
ready to get Project Manager’s Approval, select the “Workflow Action” “Send for Approval:
7. Select “Send” from the menu at the top left portion of the window.
End of Section
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Project Manager
1. The Project Manager will receive the task from the Design Engineer in their Task in-box in the
Collaboration drill-down.
2. Select the record by double-clicking it, or highlighting and selecting the “Open” button in the menu at
the top of the window.
3. Accept the task by selecting the “Accept Task” button in the menu at the top of the window.
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4. The Project Manager reviews the form and the scope of items and enters “Scope Description”,
“Bidscope Comment”, and the “Project Intent”.
5. Select the appropriate “Work Flow” action. If “Estimator Confirmation” is selected, the workflow will
be sent back to the Design Engineer for updates and/or corrections. If “Send for Approval” is selected
the workflow will be forwarded to Bid Specifications for approval.
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6. Select the “Send” button located in the menu at the top left portion of the window.
End of Section
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Bid Specifications
1. Bid Specifications Unit will receive the task in their Task in-box in the “Collaboration” drilldown.
Select the record by double-clicking it, or highlighting and selecting the “Open” button in the menu at
the top of the window
2. Accept the task by selecting the “Accept Task” button in the menu at the top of the window.
3. Bid Specifications reviews record for accuracy, and selects the appropriate “Work Flow” action. If
“Amends” is selected, the workflow will be sent back to the Design Engineer for updates and/or
corrections. If “Cancel” is selected the workflow will be cancelled and will go to the end step. If “Send
for Bid Schedule” is selected for approval.
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4. Select “Send” from the top left side of the menu
5. Bid Specifications Unit will receive the task in their Task in-box in the “Collaboration” drilldown.
Select the record by double-clicking it, or highlighting and selecting the “Open” button in the menu at
the top of the window.
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6. Accept the task by selecting the “Accept Task” button in the menu at the top of the window.
7. Review the entries in the form. If an error exists in the form, select the workflow action “Send for
clarification “to return it to the Design Engineer for clarification.
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9. Select the check box at the top of the form entitled “Create Bid Schedule Report”.
10. Select the Workflow Action “Bid Book Schedule Created’ from the dropdown list.
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11. Select the “Send” button from the top left portion of the window.
12. The task will appear in the Task log in the “Collaboration” module drill-down. Select the task and
double-click to open it.
13. Select the “Accept task” button at the top of the menu.
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14. The Bid Administrator will review the record for completeness, and select the workflow action “Send
for Approval” to send it to the Project/Program Manager.
15. On the Action Detail tab, enter the assigned Project/Program Manager and select the “Send” button on
the top left button.
16. The task will appear in the Project/Program Manager’s task log in the “Collaboration” drill-down.
Select the task by clicking the “Open” button or double-clicking the task in the log.
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17. Accept the task by selecting the “Accept Task” button in the menu.
19. Select the appropriate workflow action. If “Send for Bid Schedule Report” is selected, the task will
proceed to the next step in the process. If “Amend” is selected the file will route to the Bid
Administrator to make changes to the record. If “Cancel” is selected the task will be cancelled and the
record will disappear from the task box.
20. On the “Action Detail” tab, select by clicking “To” button. Enter group or name of the Bid
Administrator to receive the next task in their “Collaboration” task log.
21. Select the “Send” button in the menu at the top left of the window.
End of Section
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22. The next step in the process is to publish the Bid Schedule. The flow will appear in the Bid
Administrator’s task box in the “Collaboration” drilldown. Select the task choosing “Open” in the
menu at the top of the screen or double-clicking the file.
23. Accept the task by selecting the “Accept Task” in the top menu of the window.
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24. The form will open and allow the Bid Administrator to print the Bid Schedule Report. The required
entry on this form is the selection of the check box “Created Bid Schedule Report” located in the
directional portion of the form. The workflow option selections are “Send for Clarification”, or
“Cancel” or “Bid Book Schedule Created”.
25. The Action Detail portion of the form will allow for the selection of the assignee for the Bid Process.
Select the “To” button which will open a User/Group Picker screen shown on the right portion of the
screenshot below.
29. Select the appropriate workflow option and “Send” at the top left portion of the window.
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30. The next step in the process is to publish the Bid Schedule. The flow will appear in the Bid Director’s
task box in the “Collaboration” drilldown. Select the task choosing “Open “in the menu at the top of
the screen or double-clicking the file
31. Accept the task by selecting the “Accept Task” in the top menu of the window.
32. The Bid Director reviews the Bid for final decision.
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34. Select “Send” from menu in the top right portion of the window.
End of Section
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Project Bid Entry
1. Select the Estimate Management module from the menu in the left window.
3. Select “New” from the menu in the middle portion of the window.
4. Enter the “Bidder description “information on the Bid Entry View tab.
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5. Select the workflow action “Send for Assignment”.
6. Select the “Send” button from the menu at the top of the window.
7. The message “Project Bid Entry BID-XXXXX has been submitted successfully” will appear in the
window. Select OK”
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8. The project bid entry record will appear in the Bid Administrator’s “Collaboration” task in-box for
assignment. Select the record and double-click it to open the form.
9. Accept the task by selecting the “Accept Task” button in the top menu of the window.
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10. Add the Assignee of this task by selecting the “Select” button next to the “Assignee” field in the
“Bidder Description” portion of the “Bid Entry” tab.
11. Select the name of the assignee on from the User/Groups list window.
12. Select “Add” from the menu in the middle of the window.
13. Select “OK” from the menu at the bottom of the window.
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14. Select the Assignee to send the bid entry task to by selecting the “To” button on the “Action Detail”
portion of the form.
15. Select the name of the assignee on from the User/Groups list window.
16. Select “Ok” from the menu at the bottom of the window.
17. Select the workflow action “Send for Bid Entry” from the menu at the top of the window.
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19. The project bid entry record will appear in the Bid Analyst’s “Collaboration” task in-box for bid entry.
Select the record and double-click it to open the form.
20. Accept the task by selecting the “Accept Task” button in the top menu of the window.
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21. Enter the contractor’s bid by selecting the Division tab in the bottom portion of the form.
23. Select “Detail Item” from the sub-menu at the bottom of the form.
24. Enter data in the required fields marked with an asterisk (*).
26. Repeat steps 22-25 until all items have been added for the contractor’s bid.
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27. Select the workflow action “Send for Approval”.
28. Select “Send” button in the menu at the top of the window.
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Schedule of Values
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Contract Awards
DDC’s contract procurement process is currently initiated within the ACCOFlow application. This will not
change with the implementation of PIMS. However, ACCOFlow’s procurement data will be integrated into
PIMS for easy access and update. After the contract registration, any subsequent contract administration will
occur in PIMS.
The process is not a workflow. There are only two steps in the Contract Awards. There is a creation step and an
end step
Entering a Budget Original is required before you can enter Contract Award information.
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6. Select the “Contract” option from the workflow window.
7. Select “OK”
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9. Select the workflow action “Send to Director for Approval”.
10. Select “Send” from the top left hand side of the window.
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Contract Association - Defaults
Contracts which replace the original contract in case of Defaults will be initiated in PIMS. Elements of the
contract data for the old contract will be moved to that of the newer contract. The original payment data will be
copied to the new contract to preserve the history of contractor payments and to protect data integrity. All
remaining balances for contract totals and financial data will reside within the newer contract.
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5. Select “New”.
6. Enter required data (*) – Contract, Contract Status, New Registration No, New Contract Status, Status
Reason, New PIN, Original Budget #, New Vendor.
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7. When entering the Contract choose the “Select” button on the right of the field and a sub-window will
open with a list of contract to associate to this new contract.
8. When entering the Budget Original choose the “Select” button on the right of the field and a sub-
window will open with a list of Budget Original records.
9. Choose the approved record by either selecting “Open” in the menu at the top of the window or double-
clicking the record.
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10. Select the workflow action “Approved” from the dropdown.
11. Select “Send” from the menu at the top of the form.
A message will appear “Contract Association CONR-xxxx has been submitted successfully”
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12. PIMS will auto spawn the Contract Awards business process which you will use to update contract
information. Select “Contract” from the workflow drop-down menu.
13. The Contract Awards business process will open to allow updates of the contracts milestone dates.
Update the data fields.
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16. The next step “Director Approval” will appear in the Deputy Acco’s “Collaboration” module’s
“Task” in-box. Choose the record by either selecting “Open” in the menu at the top of the window or
double-clicking the record.
17. Accept the task by selecting the “Accept Task” button at the top menu in the window.
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18. Update the necessary data fields.
21. In the Director’s “Collaboration” module’s “Task” in-box the “Director Approval step” appears.
Choose the record by either selecting “Open” in the menu at the top of the window or double-clicking
the record.
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22. Accept the task by selecting the “Accept Task” button at the top menu in the window.
25. Select the “Send” button on the top menu. The business process ends here.
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Contract Association – Consortium/Renewal
Objective: To create contracts with special statuses. (E.g. Consortiums and Renewals)
The major difference between the Contract Association and Contract Association Consortium/Renewal business
processes is that in the latter, the newly created contract is a separate record from any current contracts; and
therefore does not require duplication of payment and financial records. There is a child/parent relationship in
Consortium contracts. Payments on a consortium contract are handled in the child contract. Renewals are
handled as completely new, and therefore payments are managed on a strictly one to one basis.
5. Select “New”
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6. Select the appropriate workflow action from the drop-down menu.
7. Select “OK”
When entering a renewal contract the status of the older contract must read “Closed”
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9. Enter the “Contract for Association” by choosing the “Select” button on the side of the field.
10. A sub-window will open with a list of contract awards. Select the contract for association by choosing
the “Open:” button in the menu at the top of the window or double-clicking the record.
Follow steps 9 & 10 when updating the Original Budget Reference and New Vendor fields.
11. Select the workflow action “Approval” in the drop-down menu at the top of the window.
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Contract Encumbrance
5. Select “New”
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6. Update the required fields marked with an asterisk (*).
7. Enter the “Contract Reference” by choosing the “Select” button on the side of the field.
8. A sub-window will open with a list of contract awards. Select the contract by choosing the “Open”
button in the menu at the top of the window or double-clicking the record.
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9. Enter “Detail Line Item” information in the Standard tab of the entry screen by selecting “Add”
11. Update the required field “Line Item Reference” by choosing the “Select” button on the side of the
field.
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12. From the new sub-window select the “Budget Original” from the list by selecting “Open” or by
double-clicking the record.
Repeat steps 9-15 until all Detail Line Items are entered.
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15. Select the workflow action “Send for Review”.
A message will appear stating “Contract Encumbrance uceli-xxxx has been submitted successfully.”
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17. The Registration Review step will appear in the CBA Director’s in-box. Navigate to the
“Collaboration” “Task” In-box.
18. Select the Contract Encumbrance record by selecting “Open” from the top menu or double-clicking the
record in the window.
19. Accept the task by selecting “Accept Task” button on the menu at the top of the window.
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20. Update the required fields marked with an Asterisk (*)
21. Review the record and select the appropriate workflow action. If “Send for clarification” is selected the
task will return to the CBA for correction. If “Cancel Request” is selected the task will be cancelled
and the record will disappear from the task box. If “Approve” is selected the task will be approved and
the business process will end.
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Requirements Contracts
Requirement contracts reside at the DDC Program level of PIMS. The form creates a contract record. Task
orders and Supplemental Task Orders are entered in the Requirements contracts business process under the
program manager’s module within the projects shell. To access the log of requirements contracts you must
select the Company logs module.
1. Navigate to the “DDC Programs” tab located in the menu on the top of the window.
3. Select “Tasks”.
4. Select “New”
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6. Enter data in required fields marked with asterisk (*)
7. Add line item data by selecting the “Add” button on the menu at the bottom of the “Line Item List” tab.
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9. Enter the “Short Description” and “Amount” as required on the Line Item sub-menu.
11. Select the “Finish Editing” button in the menu, at the top of the window.
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12. The newly generated Requirements contract will appear in the Company logs. Navigate to the contract
by choosing “Company Logs” module in the menu on the left.
14. Select appropriate contract from the list in the log, and double click the record to open it.
15. You have the option of editing the file, or looking at the summary sheet for the requirement contract.
Select the “Summary Sheet” button in the top menu of the window.
16. View the summary of Line Items for this requirement contract.
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Requirement Contracts - Task Orders
Contract Administrators
1. Navigate to the project you will enter the Task Order against by selecting appropriate the division tab.
2. Select the DDC Project ID from the list at the bottom of the screen.
3. Select the “Project Management” module from the list in the menu on the left side of the window.
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6. Enter the “Reference BPO” by choosing the “Select” button on the right side of the field.
7. Select the Requirement Contract from the list and choose the “Open” button at the top of menu or by
double-clicking the registration.
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8. Select “Add” from the menu at the bottom of the screen to add a list of line items associated with this
task order.
10. Enter the “Reference BPO Line Item” by choosing the “Select” button next to the field.
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11. Select the Requirement Contract Line Item from the list by choosing the “Open” button in the menu
at the top of the window, or double-clicking the file name.
12. Enter the “WBS Code” by choosing the “Select” button next to the field.
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13. Select the “WBS Code” by highlighting the record and choosing the “Select” button from the menu at
the top of the window or double-clicking the record.
14. Enter data in all required field marked with an asterisk (*)
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16. Select the workflow action “Send for Review” to forward the task to the Project Director.
17. Select “Send” from the menu at the top of the window.
18. A message will appear stating “Requirement Contract – Task Order RCTASK-xxxx has been submitted
successfully.” Select “OK”.
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Project Director
1. The Project Director will receive the task in the Collaboration In-box. Select the file to open by choosing
the “Open” button in the menu at the top of the window or double-clicking the record.
2. Accept the task by choosing the “Accept Task” button in the menu at the top of the window.
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3. Review the record for any necessary corrections.
4. Select the appropriate workflow from the menu at the top right side of the window.
If the selection is Send for Clarification, the step will go back and forth between the Contract
Administrator and Project Director until it is approved or rejected. If the selection is "Reject" or
"Approve" the flow will go to the end step.
5. Select “Send” from the menu at the top left side of the window.
6. The Project Director will receive the task in the Collaboration In-box. Select the file to open by choosing
the “Open” button in the menu at the top of the window or double-clicking the record.
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7. Accept the task by selecting the “Accept Task” button in the menu at the top of the window.
9. Select the workflow action “Acknowledge” from the menu at the top right side of the window.
10. Select “Send” from the menu at the top left side of the window.
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Change Order
Objective: To submit a change to a project’s scope or, budget through the change order process.
Role: Capital Budget Analyst, Change Order Tracking Unit, Engineering Audit, Project Manager
To process a Change order in PIMS the project must have a budget in place to which the change order can add
values. In addition it requires an awarded contract.
Creation
1. From the main menu of PIMS, the Project Manager will select the corresponding Division tab.
2. Select and double click the DDC Project ID from the list located on the bottom portion of the screen.
4. Select “Change Order” from the drill down in the left window.
6. Select “Change Order” from the drop down menu in the middle portion of the window.
7. Select “OK”
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8. Enter the required data in the fields marked with an asterisk (*).
You must enter the Reference Commit (Contract award) to link the contract, the project and the change
order.
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9. Enter the Line Details associated with this change order by selecting “Add” in Action Details portion of
the form.
11. Enter data in the required field marked with an asterisk (*).
If the items for this change order are in the existing scope of the contract enter answer the question
concerning Using existing scope line items at the top of this sub-form with a “Yes”, enter the data in the
required field and continue to step 16. If the items are not part of the existing scope of the contract please
answer “No” and continue to step 12.
12. Enter the WBS Code by selecting the “Select” button on the right of the field.
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13. Choose the appropriate WBS Code from the list.
15. Enter the new item in the “Add New Item to SOV” portion of the form.
16. Enter the Item Quantity and Unit Cost to the Calculate Cost portion of the form.
17. Select “OK” from the menu at the bottom of the sub-window.
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18. Select the Workflow action “Send for Initiation” in the dropdown menu at the top right portion of the
entry screen.
19. Select the “Send” option from the top left portion of the entry screen.
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Initiation
20. The Analyst will then select the Change Order record from their Collaboration task in-box by choosing
the “Open” button or double clicking it in the middle of the form.
21. Accept the task by selecting the “Accept” option at the top left side of the entry screen.
22. Update the form as required. Required fields are denoted with an asterisk (*).
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23. Enter information in the required fields (Project Initiation date)
24. Select the workflow action at the top right corner of the screen and select “Send” to forward the change
order to the estimating unit.
Estimation
25. From the task drill down at the Collaboration In-box, select the highlighted change order.
26. Accept the task by selecting the “Accept task” button at the top left corner of the screen.
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27. Enter the required data (Estimator’s name) by selecting the “Select” button at the right of
the “Estimator’s Name” field.
28. Select the estimator from the list of users and select “Add” and “OK”.
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29. Enter the DDC Estimate amount and Vendor Estimate amounts in the appropriate fields.
31. Select “Send” from the top left corner of the screen.
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32. From the Collaboration drill-down, within the task In-box, the Project Director will select the
highlighted change order record.
33. Accept the task by selecting the “Accept task” button at the top left corner of the screen.
34. Review the change order record and select the workflow action “Send to COTS/CBA” from the top
right corner of the screen.
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35. Select “Send” from the top left corner of the screen.
Negotiation
36. From the Collaboration drill-down, within the task In-box, select the highlighted change order record.
37. Accept the task by selecting the “Accept task” button at the top left corner of the screen.
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38. Enter the Negotiator’s name by selecting the “Select” button from the right side of the” Negotiator’s
Name” field
40. Select “Add” from the menu choices located at the bottom of the screen.
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42. Enter the Negotiation dates and select “Send to CBA for Budget” workflow option at the top right
corner of the screen.
CBA Budget
43. From the Collaboration drill-down, within the task In-box, select the highlighted change order record.
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44. Accept the task by selecting the “Accept task” button at the top left corner of the screen.
45. Enter the final authorized cost in the appropriate field (Lump Sum and/or T&M, and/or Unit Price).
46. Select the workflow option “Send to EAO Review” at the right corner of the screen. If changes are
required to the record select “Collaboration” to send the workflow back to the Project Manager for
edits.
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47. Select the “Send” option from the top left corner of the screen.
48. From the Collaboration drill-down, within the task In-box, select the highlighted change order record.
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49. Accept the task by selecting the “Accept task” button at the top left corner of the screen.
50. Assign the EAO Cost and Validity Auditors by selecting the “Select” button located to the right of each
field.
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51. Select the Auditors name from the User’s pick list as shown above.
52. Select “Add” from the menu in the middle of the screen.
54. To send the change order to the assigned Auditor(s) “Send for Determination” If the change order
requires clarification from the CBA at this point, select the option to “Send for CBA Review”. If the
change order is invalid select “Reject”.
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55. Select “Send” from the left corner of the screen.
EAO - Auditor
56. From the “Collaboration” drill-down, within the task In-box, select the highlighted change order
record.
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57. Accept the task by selecting the “Accept task” button at the top left corner of the screen
58. Enter the required data pertaining to the cost and validity findings.
59. If the change order is deemed not reasonable or invalid, please check off the appropriate reason from the
checklist on the right, and include the auditor’s response in the comments field.
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60. Select the workflow action “Post Determination” from the top right side of the screen.
61. Select “Send” from the top left side of the screen.
62. From the “Collaboration” drill-down, within the task In-box, select the highlighted change order
record.
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63. Accept the task by selecting the “Accept task” button at the top left corner of the screen.
65. Select the workflow action “Send for CBA Review” from the top right side of the screen.
66. Select “Send” from the top left side of the screen.
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CBA Review Post EAO
67. From the Collaboration drill-down, within the task In-box, select the highlighted change order record.
68. Accept the task by selecting the “Accept task” button at the top left corner of the screen.
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70. Select the workflow action “Send for ACCO or Registration” from the dropdown menu at the top left
of the screen. If the change order requires ACCO review it will be sent to for ACCO for determination.
If it does not meet the requirements for ACCO review it will be sent to the CBA or COTS unit for
Registration entry.
71. Select “Send” from the top left side of the screen.
72. From the “Collaboration” drill-down, within the task In-box, select the highlighted change order
record.
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73. Accept the task by selecting the “Accept task” button at the top left corner of the screen.
74. Enter the required data in the fields marked with an asterisk (*).
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75. Select the appropriate workflow action. If the change order is valid select “Send for MOCS Review”
from the dropdown menu at the top left of the screen. If the change order requires additional EAO
review select “EAO Review Required”. If the change order is deemed invalid, select “Invalid”
76. Select “Send” from the top left side of the screen.
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MOCS Review
77. From the “Collaboration” drill-down, within the task In-box, select the highlighted change order
record
78. Accept the task by selecting the “Accept task” button at the top left corner of the screen.
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79. Enter the required data in the fields marked with an asterisk (*).
80. Select the appropriate workflow action. If the change order is valid select “Send for Budget review”
from the dropdown menu at the top left of the screen. If the change order is deemed invalid, select
“Invalid
81. Select “Send” from the top left side of the screen.
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CBA Budget Review
82. From the “Collaboration” drill-down, within the task In-box, select the highlighted change order
record.
83. Accept the task by selecting the “Accept task” button at the top left corner of the screen.
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84. CBA reviews the form for accuracy.
86. Select “Send” from the top left side of the screen.
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CBA Package Out/COTS Review of MOCS
87. From the “Collaboration” drill-down, within the task In-box, select the highlighted change order record
88. Accept the task by selecting the “Accept task” button at the top left corner of the screen
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89. COTS/CBA reviews the record for MOCS determination.
91. Select “Send” from the top left side of the screen.
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CBA Package to Comptroller
92. From the “Collaboration” drill-down, within the task In-box, select the highlighted change order
record.
93. Accept the task by selecting the “Accept task” button at the top left corner of the screen.
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94. Enter data in the required field marked with an asterisk (*).
95. In the lower portion of the Change Order Overrun tab, enter the change order status “Registered” in the
“Change Order Status Value” field to insure that the record is properly updated. (See screenshot
below)
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96. Select the appropriate workflow action from the dropdown list. If the change order is ready for
registration select “Send for Registration”. If the change order is invalid select “Cancel”.
97. Select “Send” from the top left side of the screen.
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98. From the “Collaboration” drill-down, within the task In-box, select the highlighted change order record
99. Accept the task by selecting the “Accept task” button at the top left corner of the screen.
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100. Update all editable fields with registration data.
101. Select the appropriate workflow action. If the change order is ready for registration select “Approved”.
If the change has an error, select “Reject” to send it back for review. If the change order is invalid,
select “Cancel”.
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102. Select “Send” from the top left side of the window.
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Change Order Registration
Objectives
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Sub-contractor Change Order
Objectives: To track sub-contract change order information to the point of cost and/or validity audit.
EAO Admin
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4. Select “New” from the menu at the top of the window.
5. Link the contract to the record by hitting the “Select” button on the right of the “CM Contract number”
field.
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6. Select the appropriate contract from the list in the sub-window and double-click or select “Open” in the
top menu.
7. Enter data in the required fields marked with a red asterisk (*).
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8. Select the “Workflow Action” at the top right corner of the window.
.
9. In the middle tab of the form “Action Detail” select the Auditor to whom you wish to send this workflow
by choosing the “To” button.
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10. Select the “Auditor from the list in the sub-window.
11. Select “Add” from the menu at the middle of the window.
12. Select “OK” from the menu at the bottom of the window.
13. Select “Send” from the top left corner of the window.
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EAO Auditor
14. The EAO Auditor will receive the task in their “Collaboration Task In-box”, and double click or click
once and select “Open” from the menu at the top of the window.
15. Accept the task by selecting the “Accept Task” button at the top of the window.
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16. On the lower portion on the form select the tab entitled “EAO Validity Review”.
17. Select “Add” in the menu at the lower portion of the window.
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19. Update the fields in the “Subcontract Change Order Line Item” form pertaining to the subcontract’s
validity.
20. Select “OK” from the menu at the bottom of the form.
21. On the lower portion on the form select the tab entitled “EAO Cost Review”.
22. Select “Add” in the menu at the lower portion of the window.
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23. Select “Detail Line Item” from the sub-menu.
24. Update the fields in the “Subcontract Change Order Line Item” form pertaining to the subcontract’s
validity.
25. Select “OK” from the menu at the bottom of the form.
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26. Select the “Workflow Action’ to post the determination of the subcontract change order.
27. Select the “Send” button to send the determination to EAO Admin.
EAO Admin
28. EAO Admin will receive the task in their “Collaboration Task In-box”, and double click or click once
and select open from the menu at the top of the window
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29. Accept the task by selecting the “Accept Task” button at the top of the window
30. EAO Admin will review the record for errors. If any are found they can update the record themselves or
choose the “Resubmit” option from the “Workflow Action” to send the record back to the EAO
Auditor for changes. If no errors are found EAO Admin will “Approve” the subcontractor change order
by selecting the “Approve” option from the Workflow Action” dropdown.
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31. Select “Send” from the top left corner of the window to end the workflow.
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Payment Request
Objectives
Roles: Project Manager, CFO Accounting, CFO Auditing, EAO, Vendor Relations
There are different workflows for consultant versus construction contract payments. The first few steps are
identical. The consultant payment bypasses the initial CFO Accounting step to go directly to EAO for
disposition and processing.
1. From the main menu of PIMS, the Project Manager will select the corresponding Division tab
4. Select the “Payment Management” from the list of modules on the left of the window.
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6. Select “New” from the menu at the top of the window.
7. Enter the required (*) fields on the creation tab of the form (See multiple screenshots below). The
“Contract reference” field requires you to double click on the “Select” button next to it which will
open the sub-menu seen below.
8. Select the appropriate contract awards data within the log by either selecting “Open” in the top menu or
simply double clicking the record.
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9. Select the workflow action “Submit for SOV Creation”.
10. Select “Send” from the menu at the top of the window.
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The message “Pay Request PR-xxxxxxxx has been submitted successfully” will appear in the window.
30. The Payment Request record will appear in the CFO Analysts Collaboration In-Box. Select the file and
open it by choosing “Open” from the top menu or double-clicking the record.
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31. Accept the task by selecting the “Accept Task” button at the top of the window.
32. Create the Schedule of Values (SOV) for this payment by selecting the URL link in the top portion of
the form.
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Check Number Entry
Objectives
Check Number Entry is a task handled by Vendor Relations. It is not a workflow process. It is simply a
repository for information concerning the payment’s check number.
1. From the main menu of PIMS, the Vendor Relations analyst will select the corresponding Division tab
4. Select the “Payment Management” from the list of modules on the left of the window.
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Payment Assignment
Objectives
As with Check Number Entry, Payment Assignment is not a workflow. It is a form which houses data related to
assigned payments.
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Project Daily Diary
Objective:
1. From the “Project Management” module select the “Project Daily Diary” business process.
2. Select “New”.
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To enter items for payment purposes:
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7. Update the required fields (*) in the Line Item form.
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Action Items
Objective: To request specific actions from team members.
1. From the “Project Management” module select the “Action Items” business process.
2. Select “New”.
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4. Enter the “Assignee” by choosing the “Select” button on the right side of the “Assignee” field.
5. Select the name of the assignee from the list of users in the “User Picker” screen.
6. Select the “Add” button from the menu in the middle of the screen.
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9. Select the “Workflow Action” from the top right corner of the menu.
10. In the “Action Detail” portion of the screen, select the user(s) who should receive and approve this
workflow by choosing the “To” dropdown on the left side field.
12. Select “Add” from the menu in the middle of the screen.
13. Select “OK” from the menu at the bottom of the screen.
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14. Select the Workflow Action at the top right side of screen.
15. Select “Send” from the top left right side of the screen.
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16. From the Collaboration drill-down, within the task In-box, select the highlighted “Action Item” record.
17. Accept the task by selecting the “Accept task” button at the top left corner of the screen
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18. Enter the “Resolution” in the comments field.
20. Select the appropriate “workflow action” from the top right corner.
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Action Items for Meeting Minutes
Objective: To request specific actions from team members in concert with the minutes of a meeting
2. Select “New”.
6. Select the workflow action “Send for Resolution” from the top right corner of the screen.
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7. In the “Action Detail” portion of the screen, select the user(s) who should receive and approve this
workflow by choosing the “To” dropdown on the left side field.
10. Select “OK” from the menu at the bottom of the screen
11. Select “Send” from the top left corner of the screen.
12. Select “OK” from the “Notification” message in the middle of the screen to return to the Main menu.
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13. From the Collaboration drill-down, within the task In-box, select the highlighted change order record.
14. Accept the task by selecting the “Accept task” button at the top left corner of the screen.
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15. Enter the data in the “Comment” field.
16. Select the appropriate workflow action (“Approve” or “Resubmit”). If Approve is selected the
workflow will end. If Resubmit is selected the workflow will go back to the original sender for
clarification and can be resent to the receiver.
17. Select the “Send” option from the top left side of the menu.
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Meeting Minutes
Objectives: To document and distribute meeting agendas and decisions, throughout the Project Management
process.
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Submittals
Objectives: To track the submission of required records and files throughout the Project Management process.
2. Select “New”.
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4. Enter the “Title” of the Submittal in the required (*) field.
5. Select the workflow action “Send for Approval” from the top right corner of the screen.
7. Select “OK” in the middle of the screen to navigate back to the main menu.
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8. From the Collaboration drill-down, within the task In-box, select the highlighted “Submittal” record.
9. Accept the task by selecting the “Accept task” button at the top left corner of the screen.
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10. Select the appropriate workflow action (“Approve”, “Send for Clarification” or “Rejected”) from the
dropdown in the top right corner of the screen. If approve is selected the workflow will end. If Send for
clarification is selected the workflow will be sent back to the originator. If reject is selected the
workflow will and end.
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Transmittals
Objectives: To facilitate the transfer and tracking of requests and information from the DDC project team to the
contractor/consultant.
2. To initiate a Transmittal, Select “New” from the options menu. The entry form will be displayed.
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3. In the General section enter the Title of the Transmittal, (* required). You may also enter a Description
and Transmittal comments in the provided spaces.
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4. Use the Attachment section to create/maintain line items on the transmittal. Click the Add button to
create a new line item record. Use the Copy, Import, Remove, etc., buttons to maintain existing line
item records.
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5. When adding a new line item record, enter relevant information in the spaces provided on the
Transmittal Line Item form. Documents can be attached electronically via the attachment link at the top
of the form. The lower half of this form provides spaces to describe hard copy attachments and include
any shipping information.
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6. To forward the transmittal for approval, select Send for Approval from the Workflow Actions menu.
The name of the designated reviewer will automatically appear in the "To" field in the Action Details
section of the form. Then click Send.
7. A notification will be displayed confirming that the transaction has been completed. Click OK.
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8. Once the completed transmittal has been sent for approval, the reviewer will receive a task (under
Transmittals) to review/approve it. Double click on the task to open it.
10. After reviewing the transmittal, the approver determines the next course of action by selecting the
appropriate Workflow Action: Approved; Send for Clarification; Rejected. Then click the Send
button. (If Approved is selected the transmittal is sent to the intended recipient and the workflow will be
completed.
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Technical Support
QA Audit Entry
1. From the Tech Support drill-down in menu on the left portion of the window select “QA Site Safety
Audit”.
2. Select “New” from the menu in the top portion of the window.
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3. Update the required fields in the Schedule Audit portion of the form.
4. Select the workflow action “Audit Entry” in the right corner of the form.
6. The step will appear in the Auditor’s Collaboration Task drill-down. Open the task by selecting the
task and “Open” at the top of the menu or double-clicking the task in the log.
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7. Accept the task by selecting the “Accept Task” button at the top of the window.
8. Update the required fields marked with an asterisk (*) in the “Audit Entry” portion of the form.
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9. In the Deviation portion of the form select “Add”.
10. To enter the “Detail Line Item” and/or “Summary Line Item”, select the appropriate action.
11. Update the required fields marked with an asterisk (*) in the “Line Item” and/or “Summary” sub-
menu(s).
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Summary Detail Line Item
12. Select the appropriate workflow action. If “Scheduler Review” is selected the task will appear in the
Scheduler Task Log under the Collaboration module. If “Clarification” is selected it will return to Audit
Entry.
13. Select “Send” from the menu in the top left portion of the window.
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QA Scheduler
14. Navigate to the Collaboration module and the “Task” drill-down to open the Scheduler Review task.
15. Open the task by selecting “Open” from the menu at the top of the window or double-clicking the task.
16. Review the record for necessary corrections and/or points of clarification. Select the appropriate
workflow action. If “Clarification” is selected the task will return to the Audit Entry. If “Final Review”
is selected the task will appear in the QA Reviewer’s task log.
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17. Navigate to the Collaboration module and the “Task” drill-down to open the Scheduler Review task.
18. Open the task by selecting “Open” from the menu at the top of the window or double-clicking the task.
19. Accept the task by selecting the button “Accept Task” at the top of the menu.
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20. Review the record and update the required field “Requires Resolution” at the bottom of the Final
Review form.
21. Select the appropriate workflow action. If “Clarification” the task will return to the previous reviewer.
If “Send” is selected the task will appear in the Resolution Entry task log.
Resolution Entry
22. Navigate to the Collaboration module and the “Task” drill-down to open the Scheduler Review task.
23. Open the task by selecting “Open” from the menu at the top of the window or double-clicking the task.
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24. Accept the task by selecting the button “Accept Task” at the top of the menu.
25. Review the record for necessary changes. Review the deviations and add or remove “Detail Line item”
information or “Summary Line Item” information.
22. Select the appropriate workflow action. If “Clarification” is selected the task will return to the
Reviewer. If “Admin Response” is selected the task will appear in the “QA Admin” task log for their
acknowledgement.
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QA Admin
24. Navigate to the Collaboration module and the “Task” drill-down to open the Scheduler Review task.
25. Open the task by selecting “Open” from the menu at the top of the window or double-clicking the task.
26. Accept the task by selecting the button “Accept Task” at the top of the menu.
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27. Review the record for necessary change and/or clarification.
28. Select the workflow action “Approval” from the drop-down menu.
29. Select “Send” from the menu in the top left portion of the window.
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Project Close-Outs
Objectives:
At the completion of a project, the Project Manager will begin the process of administrative Project Close-Out.
Project Manager
4. Select the workflow option “Project Close-Out” from the sub-menu that appears in the middle of the
window.
5. Select “OK”.
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6. Update the required check-box “No Open contract exists” located in the middle of the form.
9. A message will appear in the window stating “Project Close Out PRJCLSxxxx has been submitted
successfully”.
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Project Director
10. The task will appear in the Director’s Collaboration In-Box. Open the task by selecting the file and
choosing “Open” from the menu at the top of the window or double-clicking the file name.
11. Accept the task by selecting “Accept Task” button at the top of the window.
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12. Review the record for errors and enter Director’s comments in the field on the lower portion of the
Director Approval tab.
13. Select the workflow action “TPA Admin Closeout” to send it for review by Policy Analysis Unit.
15. The task will appear in Policy Analysis’ collaboration task in-box. Open the task by selecting the file
name and choosing “Open” from the menu at the top of the window, or double-clicking the file name.
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16. Accept the task by choosing “Accept Task” in the menu at the top of the window.
17. Review the project information for errors or corrections and enter any necessary comments in the TPA
comments field in the mid portion of the TPA Admin Closeout tab.
18. Select the workflow action “Close” to proceed with the Project Closeout.
19. Select “Send” from the menu at the top of the window.
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Contract Close-Outs
Objectives:
After a contract has reached its Substantial Completion phase, passed the maintenance and guarantee period of
18 months, and an inspection of the project has been performed, the CBA, CBA Director, Project Manager and
REI may begin the close-out process. The contract close out business process offers the ability to document
that all task have been completed in the overall process and that the contract is ready for close-out.
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Reports
Objectives:
Roles
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Document Management - Attachments
Objectives: To attach files and documents to the Project/Contract records, and to access the PIMS manual
and/or retrieve project documents.
As Project team members, you may attach electronic project files, and drawings within the document
management module at the project shell level. Additionally you may access the file used as a reference guide to
the functionality and navigation of PIMS, archived at the DDC Program level of the application. The PIMS
Manual details the necessary keystrokes and steps to use Document Management.
1. To attach a document directly to a project file begin by navigating to the appropriate project as shown
below:
Navigation
tabs
Tasks list
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5. Navigate to your division tab (see screenshot below)
ivision
tabs 6. Maximize the view of projects at the bottom portion of the menu.
Select this
small box to
maximize the
view of
projects for
easy retrieval.
7. Select the DDC Project ID from the list. Select this box
to maximize the
8. Select the Document Management module from the list to begin the process. list of projects
Modules
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9. Select “Documents” folder from the drill-down list
10. Select the appropriate sub-folder under the “Documents” folder in the middle window labeled “Current
Phase”.
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11. Select the “Upload” button in the menu at the top of the window.
13. Browse your hard drive to attach the electronic file, by hitting the “Browse” button on the right side of
the sub-window.
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14. Select the appropriate file from the list in the “Choose File” window.
15. Select the “Open” button on the lower right portion of the window.
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17. A pop-up window will summarize the status of the upload process. Select the “Close” option at the
bottom of the window.
18. The document will appear in the window under the selected folder and sub-folder. To access the file
simply double-click the file name in the right portion of the window.
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19. In the event that you place a file in a Document Management folder in error you may delete it by
navigating to the folder.
20. Select the file name in the right portion of the window.
21. Select the “Delete” button in the menu at the top of the window.
22. A dialog box will appear asking if you are sure you want to delete this file. Select the “Yes” or “No”
option as appropriate.
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To retrieve the PIMS Manual in the Document Management module:
2. Select the”PIMS Documents” folder in the drill-down list, in the middle portion of the window.
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3. Select the “PIMS Manual” folder in the drill-down list, in the right portion of the window.
4. To open the PIMS Manual, simply double-click the file name in right side window.
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GLOSSARY
BP (Business Process)
Budget Line Reference
Detail Line Item
Funding Sheet
Funding Source
Item Number:
Navigation Tabs
Object Code
PIMS
Project Cost Sheet
SOV (Schedule of Values)
Tasks: Steps from a business process assigned to a designated person to complete.
Umail: The e-mail system within the PIMS application. It allows you to send and receive e-mails as Outlook.
WBS (Work Breakdown Structure)
WBS Code:
Workflow Action
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