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Project managers use this process to update the status of their project. The process displays the most recent update information on the same page used to update project information and allows the use of a "sleep timer" to set an interval for the next PMU update to appear in your court.

See the Step Instructions page for more detailed instruction about using this process, including how to use process to only update the Project Status found on the Details page.

 

 

Composition Setup
 
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idPMU
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labelSummary
  • Project managers use this process to provide project updates at regular intervals. Updates should include confirming or updating the current project status, the estimate at Completion, and pertinent details about the project.
  • The project manager will be asked to enter their name as part of the update. This is considered signing the update.
  • The PM submitted date will be filled in when the Submit step is taken.
  1. The process will start (spawn) a new process for your next update whenever the project status is something other than "Complete". Use the automatically started process located "In your Court" for subsequent updates.
  2. By using the automatically started process your most recent update will display on the left side of the page while you complete the current update on the right side. (See the Start Step instructions)
Note

When creating the first project manager update for a project the Submit action will move the process to the PM Update Status.For only the first update, it is necessary to take the Submit action second time from the PM Update Status step.

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nameFirst Time Flow

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labelStep Instructions
Note

As of December 2019, Item 7 Is this the Last Update has been changed to Is this a One-Off or the Last Update?

Answer Yes if you wish only to update the Project Status on the Details page or if this is the last detailed update for which you wish to use the sleep timer functionality.

When the Yes option is used, in both instances no new spawned processes will occur. If you have used the Yes option, at a later date you want another PMU and the option to use the sleep timer simply start a new instance of the PMUa process.

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Instructions

 
  1. Using the drop-down menu, choose the Current Project Status.
  2. Enter the Current Project Update (by PM). Note that the text box for this is expandable
    by dragging the bottom right corner of the text box. This is a required field.
  3. Enter the Current PM Estimate at Completion.
  4. Add a photo (if desired) to be included in the Current Photo field.
  5. Please enter your name in the Project Manager field. This action simulates affixing your signature to the information.
  6. The PM Submitted Date will be the date on which you take the Submit action.
  7. "Is this the Last Update?" Choosing "Yes" will end all the current PMUa process session. If you need to create a new update you can always start a new PMUa process for the project. Note: if you do restart you will need to run the task through 2x just as you did the first time for full feature set to work.
  8. In the Project Schedule Updated? Field indicate if the project schedule has been updated. (Yes, No, N/A)
  9. Enter Schedule Notes. This text box is also expandable.
  10. Click the Submit button.*

*Submit from the PM Update Status step if this is the first PMU for the project.

If the PMU is not ready to Submit use the Save Draft button to save your work and return to complete and submit the PMU at a later date.

 

 

 

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Report Generation Step

 

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This is an e-Builder system step.

No user interaction is required.

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Explanation

This step evaluates if this is the first time a PMU has been generated for this project and routes the process accordingly.

 

 

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PM Status Report Step

 

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This is a mail merge step.

No user interaction is required.

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Explanation

This step produces a hard copy of the PMU from a template.

 

 

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 PM Update Status Step

 

 

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This is an update step completed by the project manager.

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Explanation

See the instructions for the Start Step. Project managers complete the same fields in this step.

 

 

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 Project Active Step

 

 

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 This step determines if the project status is Active.

If it is no longer active no new update process will be started.

No user interaction is required.

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Explanation

No instructions are needed for this step.

 

 

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 Spawn New Update Step

 

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This step starts a new PMU process to be used for the next PMU.

No user interaction is required.

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Explanation

The new process will be placed in the project manager's court and may remain there until needed. It will contain information from the previous update for reference.

 

 

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 Finish Step

 

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There is no user interaction with this step.

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