Result or Product of this Process
This process replaces the 10.01 Project Manager's Update.
- Project managers should use this process to provide project updates at regular intervals including the current project status, estimate at Completion, a current photo and schedule notes.
- The project manager will be asked to enter their name as part of the update. This simulates signing the update.
- The PM submitted date will be filled in when the Submit step is taken.
- This process has been updated in two significant ways.
- 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)
When creating the first project manager update for a project the Submit action will move the process to the PM Update Status. Only for the first update it will be necessary to submit the update a second time from the PM Update Status step.
Start Step
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.
Report Generation Step
This is an e-Builder system step.
No user interaction is required.
Explanation
This step evaluates if this is the first time a PMU has been generated for this project and routes the process accordingly.
PM Status Report Step
This is a mail merge step.
No user interaction is required.
Explanation
This step produces a hard copy of the PMU from a template.
PM Update Status Step
This is an update step completed by the project manager.
Explanation
See the instructions for the Start Step. Project managers complete the same fields in this step.
Project Active Step
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.
Explanation
No instructions are needed for this step.
Spawn New Update Step
This step starts a new PMU process to be used for the next PMU.
No user interaction is required.
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.
Finish Step
There is no user interaction with this step.
Instructions
1. Using the dropdown 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.