CMaP Handbook - PM.pdf

CMaP Handbook - PM.pdf - PROJECT MANAGER CMaP Handbook...

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Cover-1 PROJECT MANAGER CMaP Handbook
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Cover-2 Published 2016 by Adolfson & Peterson Construction. All rights reserved.
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Index
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Index-2 Index click headers for fast navigation 01 Integration Linking Core Systems 01-2 Integration Map 01-3 02 New Job Setup Requesting a Job Number 02-2 Accessing the 803b 02-3 Completing the 803b 02-4 Integration – New Job Setup 02-6 Project Roles 02-7 03 Sub-Jobs When is a Sub-Job Required? 03-2 Project Structure 03-3 X-Code Rollup 03-4 04 Companies & Contacts Company Types 04-3 Owners 04-4 Vendors 04-7 Firms (Non-Pay) 04-11 FAQ Companies & Contacts 04-14 05 Contingency Management Contingency Management 05-3 At Risk Decisions 05-4 At Risk Decision Tree 05-5 At Risk Sub. Back Charge 05-6 At Risk Sub. Back Charge Decision Tree 05-7
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Index-3 06 Cost Code Standardization E vs. M vs. W Cost Types 06-2 CMaP Phase II P.03 06-3 07 Budgets Common Purchases & Cost Types 07-3 721a Budget Upload Worksheet 07-4 Breaking Down the 721a 07-6 EstImport Utility 07-8 Budget Upload Queue 07-12 Viewing the Budget (Profit Projection) 07-14 PPR Reports – Master Job Overview & Print PPR (BETA) 07-16 Budget Spending Required 07-18 Budget Lock 07-20 Adding/Deleting Cost Codes 07-22 Deleting Cost Codes (Unlocked Budget) 07-24 Adding $0 Cost Codes (Locked Budget) 07-26 08 Contracts Contract Views in Converge CM 08-2 Owner Contract 08-3 AP Top 5 Owner Contract Requirements 08-4 Committing Contracts 08-6 Contract Matrix 08-8 Review & Signature Authority Matrix 08-10 Subcontracts & Purchase Agreements 08-12 Commitment Contract Numbering 08-14 Commitment Contracts – Detailed Information Tab 08-16 Commitment Contracts – Contract Amounts 08-18 Commitment Contracts – Workflow 08-20
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Index-4 Index click headers for fast navigation 08 Contracts cont. Subcontracts in Spectrum & Textura 08-26 Contract Prequalification Verification 08-27 Contract Prequalification Exception 08-28 Integration – Contracts 08-29 09 Change Orders Potential Change Orders 09-2 PCOs – Converge CM Views 09-4 PCOs – Status Options 09-5 PCOs – Detailed Items 09-6 PCOs – Allocations 09-8 PCOs – Allocation Scenarios 09-9 PCOs – Budget Allocations 09-10 PCOs – Cost Allocation 09-11 PCOs – Best Practice 09-12 PCOs – At Risk 09-13 Change Order Requests 09-14 Owner Change Orders 09-15 Subcontract Change Orders 09-16 SCOs – More Information 09-17 10 Job Costs Job Costs 10-2 Integration – Job Costs 10-3 Overdraft Statement 10-4 11 Profit Projection Report (PPR) Commitments & Costs 11-3 PPR View in Converge CM 11-4 PPR Breakdown 11-6 Printing the PPR 11-8
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Index-5 12 Projections The Valid Projection 12-2 Profit Projection Checklist 12-3 Key Dates 12-4 Projection Notifications 12-5 Projection – Methods Within the PCO 12-8 Submitting a Projection 12-9 Integration – Projections 12-10 13 Coverage CM Tips Quick Tips 13-2 What is your Converge Contact ID? 13-3 Navigation 13-4 Grouping & Resetting Headersings 13-6 Filters 13-8 Accessing the Project Portfolio 13-9 Accessing Linked Records 13-10 Reports 13-12 14 Risk Identification & Escalation Risk Identification & Escalation Matrix 14-2 15 About CMaP CMaP Plan 15-2 CMaP is about… 15-4 16 Help Training Documentation 16-2
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