Difference between revisions of "List of Content"
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| − | + | <blockquote><big>'''''“Rocks in my path? I keep them all.'''''</big> | |
| − | + | <big>'''''With them I shall build my castle.”'''''</big> | |
| − | + | '''<big>''– Nemo Nox''</big>'''</blockquote> | |
| − | * [[Introduction to Viewpoint]] | + | ==Project Management Items (what is/how to) == |
| + | |||
| + | === Viewpoint Fundamentals=== | ||
| + | |||
| + | *[[Introduction to Viewpoint]] | ||
*[[Cost Item vs Cost Code]] | *[[Cost Item vs Cost Code]] | ||
*[[Viewpoint Quick Reference]] | *[[Viewpoint Quick Reference]] | ||
| Line 11: | Line 15: | ||
*[[Viewpoint Report Module]] | *[[Viewpoint Report Module]] | ||
| − | === Operation / PM Duty Items === | + | ===Operation / PM Duty Items === |
| − | * [[Budget Upload]] | + | *[[Budget Upload]] |
| − | * [[Subcontract Management]] | + | *[[Subcontract Management]] |
| − | ** [[Generating Subcontract Using Template]] | + | **[[Generating Subcontract Using Template]] |
| − | ** [[Sending Subcontract using DocuSign]] | + | **[[Sending Subcontract using DocuSign]] |
| − | * [[ | + | *[[Project Change Management]] |
| − | * [[Document Controls]] | + | *[[Document Controls]] |
| − | ** [[Document Controls#RFI management|RFI management]] | + | **[[Document Controls#RFI management|RFI management]] |
| − | ** [[Document Controls#Submittal Management|Submittal management]] | + | **[[Document Controls#Submittal Management|Submittal management]] |
| − | * [[ | + | *[[Quantity Tracking in Viewpoint|Progress Entry]] |
| − | * [[Cash Flow Projection]] | + | *[[Project Cost and Forecast]] |
| − | ** [[Using Provided Template to Set Up Cash Flow Projection]] | + | *[[Cash Flow Projection]] |
| − | * [[Viewpoint Reports]] | + | **[[Using Provided Template to Set Up Cash Flow Projection]] |
| − | * [[Project Close Out]] | + | *[[Viewpoint Reports]] |
| − | * <del>[[Creating Projection Codes]]</del> | + | **Change Order Log |
| − | * <del>[[How to Complete a Cost Forecast using PM Cost Projections|Forecasting with PM Cost Projections]]</del> | + | **Submittal and RFI log |
| − | * [[Finance Calendar]] | + | **JC Cost Totals Drilldown |
| − | + | **[[Report - Project Cost and Forecast|Project Cost and Forecast]] | |
| − | + | *[[Project Close Out]] | |
| − | + | *<del>[[Creating Projection Codes]]</del> | |
| − | + | *<del>[[How to Complete a Cost Forecast using PM Cost Projections|Forecasting with PM Cost Projections]]</del> | |
| − | + | *[[Finance Calendar]] | |
| − | === Sequence Diagram for Typical Processes === | + | ===Sequence Diagram for Typical Processes=== |
| − | * [[Development and Building Permits]] | + | *[[Development and Building Permits]] |
*[[Demo Permit Process]] | *[[Demo Permit Process]] | ||
*[[How to: Get Utility - Gas]] | *[[How to: Get Utility - Gas]] | ||
| Line 44: | Line 48: | ||
--------------------- | --------------------- | ||
| − | == Estimating Items (what is/how to) == | + | ==Estimating Items (what is/how to)== |
| + | |||
| + | === SGC Submission Review Procedures === | ||
| + | |||
| + | * [[SGC Submission Review Procedures]] | ||
| + | |||
| + | === Converting PDF to Excel === | ||
| + | |||
| + | * [[Converting PDF to Excel]] | ||
| + | |||
| + | ===Estimate 2.0 (Software) === | ||
| + | *[[Download Tutorial]] | ||
| + | *[[Tutorial]] | ||
| + | *[[General Help Manual]] | ||
| + | *[[How-to: Quick Guide]] | ||
| + | *[[FAQ]] | ||
| + | |||
| + | ===Estimating Timecard=== | ||
| + | *[[Timecard - Initial Setup|Initial Setup]] | ||
| + | *[[Timecard - Requesting|Requesting a Timecard]] | ||
| + | *[[Timecard - Submitting|Submitting a Timecard]] | ||
| + | *[[Timecard - Report|Viewing the Timecard Report]] | ||
| + | |||
| + | === [[Estimating Submission Summary (Software)]] === | ||
| − | + | * [[Download and Install]] | |
| − | * [[Download | + | * [[Load report and printing report]] |
| − | |||
| − | |||
| − | |||
| − | * [[ | ||
| − | + | --------------------- | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | === Power BI === | + | ==Business Technology== |
| + | *[[Demonstration of File Management]] | ||
| + | ===<s>TimeLapse (obsolete)</s> === | ||
| + | *[[Set-up Tutorial | <s>TimeLapse Set-up Tutorial</s>]] | ||
| + | ===Power BI=== | ||
| + | *[[Power BI|Power BI Summary]] | ||
| + | *[[Columns and Measures]] | ||
| + | *[[Power BI - Visualizations|Visualizations]] | ||
| + | *[[Power BI - Other Features|Other Features]] | ||
| − | |||
| − | |||
| − | |||
| − | |||
--------------------- | --------------------- | ||
| − | |||
| − | |||
| − | == | + | [[Category:List Of Content]] |
| − | * [[ | + | |
| + | == Operations Guide == | ||
| + | |||
| + | === Project Startup === | ||
| + | |||
| + | * [[Getting a Job Number]] | ||
| + | * [[Project Execution Plan]] | ||
| + | * [[Project Quality Plan]] | ||
| + | * [[Project Safety Plan]] | ||
| + | * [[Job Start Meeting]] | ||
| + | * [[Budget Creation and Upload]] | ||
| + | * [[Awarding Subcontracts]] | ||
| + | * [[Permits, Licenses, and Utilities]] | ||
| + | * [[Project Insurance and Bonding]] | ||
| + | |||
| + | === Ongoing Project Management === | ||
| + | |||
| + | * [[Pre-mobilization Meetings with Trades]] | ||
| + | * [[Owner and Consultant Coordination Meetings]] | ||
| + | * [[Progress Claims and Billing]] | ||
| + | * [[Change Management]] | ||
| + | * [[Project Scheduling]] | ||
| + | * [[Shop Drawings and Submittals]] | ||
| + | * [[RFI Management]] | ||
| + | * [[Ongoing Quality Management]] | ||
| + | * [[Monthly Cost Forecasting]] | ||
| + | |||
| + | === Project Close Out === | ||
| + | |||
| + | * [[Deficiency Management (Punchlists)]] | ||
| + | * [[O&M Manuals and As-Builts]] | ||
| + | * [[Commissioning]] | ||
| + | * [[Warranty Management]] | ||
| + | |||
| + | == Memos (files) == | ||
| + | * [[Morley Hoppner - Costing and Forecasting Fundamentals Memo]] | ||
--------------------- | --------------------- | ||
| − | |||
Latest revision as of 18:08, 4 December 2023
“Rocks in my path? I keep them all.
With them I shall build my castle.”
– Nemo Nox
Project Management Items (what is/how to)
Viewpoint Fundamentals
- Introduction to Viewpoint
- Cost Item vs Cost Code
- Viewpoint Quick Reference
- Viewpoint Terminology
- Viewpoint Report Module
Operation / PM Duty Items
- Budget Upload
- Subcontract Management
- Project Change Management
- Document Controls
- Progress Entry
- Project Cost and Forecast
- Cash Flow Projection
- Viewpoint Reports
- Change Order Log
- Submittal and RFI log
- JC Cost Totals Drilldown
- Project Cost and Forecast
- Project Close Out
Creating Projection CodesForecasting with PM Cost Projections- Finance Calendar
Sequence Diagram for Typical Processes
- Development and Building Permits
- Demo Permit Process
- How to: Get Utility - Gas
- How to: Get Utility - Water
- How to: Get Utility - Power
- Project Close Out Process
Estimating Items (what is/how to)
SGC Submission Review Procedures
Converting PDF to Excel
Estimate 2.0 (Software)
Estimating Timecard
Estimating Submission Summary (Software)
Business Technology
TimeLapse (obsolete)
Power BI
Operations Guide
Project Startup
- Getting a Job Number
- Project Execution Plan
- Project Quality Plan
- Project Safety Plan
- Job Start Meeting
- Budget Creation and Upload
- Awarding Subcontracts
- Permits, Licenses, and Utilities
- Project Insurance and Bonding
Ongoing Project Management
- Pre-mobilization Meetings with Trades
- Owner and Consultant Coordination Meetings
- Progress Claims and Billing
- Change Management
- Project Scheduling
- Shop Drawings and Submittals
- RFI Management
- Ongoing Quality Management
- Monthly Cost Forecasting