Page History

Result or Product of this Process

Round Rectangle

bgcolor	#e6f2ff

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 tab for more detailed instruction about using this processinstructions, including how to use this process to only update the Project Status found that is located on the Details page.

...

Composition Setup

Deck of Cards

id	PMU

Card

label	Summary

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.

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.
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.

Gliffy Diagram

border	true
chrome	min
size	300
name	First Time Flow

Card

label	Process Map

Image RemovedImage Added

Card

label	Step Instructions

Note

As of December 2019, Item 7 Is this the Last Update has been changed to Please note: Is this a One-Off or the Last Update? is a great option for DAILY UPDATES.

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 above, no new spawned processes will occur. If you have used the Yes option, and 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.

Section

Column

width	45%

Column

width	45%

Instructions

Using the drop-down menu, choose the Current Project Status.
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.
Enter the Current PM Estimate at Completion.
Add a photo (if desired) to be included in the Current Photo field.
Please enter your name in the Project Manager field. This action simulates affixing your signature to the information.
The PM Submitted Date will be the date on which you take the Submit action.
"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.
In the Project Schedule Updated? Field indicate if the project schedule has been updated. (Yes, No, N/A)
Enter Schedule Notes. This text box is also expandable.
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.

Section

Toggle Cloak

Start

Cloak
The Initiator has an opportunity to enter information into the Current Project Status, Current Project Update (by PM),

Project/Drawing Stage, EHS Update, FE Update, FIS/Signage Update, IS&T/Security Update, SPT Update, Current SF, Current PM Estimate at Completion, Room(s) Affected, Current Photo, Project Manager, PM Submitted Date, Is this a One-Off or the Last Update?. These fields will be updated to the projects details page.
When the Submit action is taken the next step is Report Generation.

Toggle Cloak

Timer set <=1?

Cloak
This is an e-Builder conditional. No user interaction is required. This step evaluates if the initiator set the Remind me in days to 1 or less and send it back to them if True The process continues if the value is >1 (note the value must be a whole number as the instructions explain to the user)

Toggle Cloak

Set Timer to a whole # > 1 e.g. 5,10

Cloak
This is an e-Builder user step The initiator ends up on this step if they do not follow the directions provided and provide a whole # > 1 The initiator is given additional, clear instructions to change the value to a whole # > 1 The user submits this process and it goes back the the prior conditional to ensure the user complied with the instructions

Toggle Cloak

Report Generation

Cloak

Section

Column

width	10%

Report Generation Step

45%

Column

width

This is an e-Builder system step.
No user interaction is required.

Column

width	45%

Explanation

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

Section

Column

width	10%

Toggle Cloak

PM Status Report

Step

Cloak

Column

width	45%

Explanation

This is a mail merge step.
No user interaction is required.

Column

width	45%

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

Toggle Cloak

PM Update Status

Cloak

Section

Column

width	10%

PM Update Status Step

Column

width	45%

Explanation

See

This is an update step completed by the project manager.

Column

width	45%

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

Toggle Cloak

Subs or Punchlist?

Cloak
This is a conditional that is looking for a status setting of Substantially Complete or Punchlist If either is true then a mail merge is generated (Punchlist Notification) the process then moves to the conditional "Project Active" step

Toggle Cloak

PM Closeout status?

Cloak

This is a conditional that is looking for a status setting of PM Closeout

the process then moves to the conditional "CRSP Project" step

Toggle Cloak

CRSP Project?

Cloak
This is a conditional that is looking for a project type setting of CRSP If true then a mail merge is generated (CRSP AA Notification) If false then a mail merge is generated (AA/PM 14.2 Status) In either scenario , the process then moves to the conditional " Project Active" step

Toggle Cloak

Accounting Closeout Status?

Cloak
This is a conditional that is looking for a status setting Accounting Closeout If true then a mail merge is generated (Accounting Close) If false then a mail merge is generated (Document Closeout) In either scenario , the process then moves to the conditional " Project Active" step

Toggle Cloak

Project Active

Cloak
This

Section

Column

width	10%

Project Active Step

Column

width	45%

This

Explanation

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.

Column

width	45%

No instructions are needed for this step.

Toggle Cloak

Last PM Update?

Cloak
This conditional checks if the Is this the Last Update? field is answered as Yes. If True the next step is Finish If False the next step is PMU Release Timer

Toggle Cloak

Spawn New Update

Cloak

Section

Column

width	10%

Spawn New Update Step

Column

width	45%

This step starts a new PMU process to be used for the next PMU.
No user interaction is required.

Column

width	45%

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.

Toggle Cloak

Section

Column

width	10%

Finish Step

Column

width	45%

There is no user interaction with this step.

Column

width	45%

Finish

Cloak

Child pages

Versions Compared

Old Version 134

New Version Current

Key

Result or Product of this Process

Instructions

Report Generation Step

Explanation

PM Update Status Step

Explanation

Project Active Step

Explanation

Spawn New Update Step

Finish Step