List of Content

“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
  • Generating Subcontract Using Template
  • Sending Subcontract using DocuSign
• Project Change Management
• Document Controls
  • RFI management
  • Submittal management
• Project Cost and Forecast
• Progress Entry
• Cash Flow Projection
  • Using Provided Template to Set Up 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 Codes
• Forecasting 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

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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

• Initial Setup
• Requesting a Timecard
• Submitting a Timecard
• Viewing the Timecard Report

Estimating Submission Summary (Software)

• Download and Install
• Load report and printing report

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Business Technology

• Demonstration of File Management

TimeLapse (obsolete)

• TimeLapse Set-up Tutorial

Power BI

• Power BI Summary
• Columns and Measures
• Visualizations
• Other Features

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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

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