Assets / Enterprise Assets / Project Proposal Console

Selecting and Reviewing Projects

Working from the Select Projects tab of the Project Proposal Console, you can select proposed or requested projects to view the projects on a map, and to view a scorecard for a project if one has been added. You can generate reports for projects of any status, enabling you to base your analysis on a comparison of project proposals to successful projects, either proposed, current or closed.

From the Select Projects tab, you can:

Action	Description
Locate specific projects	Set a filter to locate one or more projects by a variety of criteria, such as status (Proposed or Requested or both), project or program type, location, department contact, project contact, requestor, or criticality, that is, how important the project is to your organization's mission. See Accessing project data.
View project locations and statistics on a map	See Comparing project statistics on a map. Note: To view a building on the map, it must be geocoded, that is, it must have its latitude and longitude calculated based on its address. Your business process owner can geocode buildings when the buildings are entered. See Entering Locations (Step 2: Develop Buildings.)
Review the Scorecard	Review the scorecard for the project if a single project has been selected, and a project scorecard image has been uploaded. See Uploading a scorecard image.
Review the Project Evaluation Report	Review the Project Evaluation report when more than one project is selected, or a scorecard is not available. This report summarizes the score (if available), cost, and area for the projects, and shows the criticality and the number of employees affected
Generate Reports	From the Reports button, you can access informational and analysis reports for property, buildings, equipment, furniture, and projects. The project reports are available for projects of all statuses. For some of these reports, such as View and Edit Equipment Information, you are able to add and edit data, as well as review. See Reports for the Enterprise Assets and Assets Applications
Export	Export data shown in the console to DOC or XLS format by clicking the Export button. For example, export data when there are more records than are showing in the grid, or when you need to work with the data off line
Select Fields	Use the Tools (Gear icon ) to select the fields to display and their sort order.

Accessing project data

You can make the following selections from the Show list in the Filter console to determine which projects you see:

Option	Description
My Projects	Shows only projects for which you are a team member. This is the setting when you first access the console. The projects are marked with the team icon . When you create a project, you are automatically added as a team member. You can add additional team members from the Project Dashboard
All Projects	This shows all Proposed or Requested projects whether or not you are a team member.

The following describes the access you have depending on the number of projects you select, and whether or not you are a team member for the projects:

• Project for which you are not a team member. If you select even one project for which you are not a team member, you cannot navigate to other tabs. However, you can review project locations and the scorecard from the Select Project tab, and you can generate reports.
• Single project / team member. When you select a single project for which you are a team member, you can access any tab:
  

  Tab	Description
  Project Locations	As a Space Planner, you often need to review and present project information in the context of its location to visualize possible conflicts and the progress of the work from phase to phase. This tab shows project locations on a map or floor plan drawing, and can show markup for project actions.
  Space Requirements	Use this tab to create space requirements based on your project locations.
  Assets Requirements	Use this tab to create asset (equipment) requirements based on your project locations.
  Project Dashboard	From the dashboard, you can review and manage comprehensive information for a project, add milestone actions, manage team members, add communication logs, and documents
  Gantt Chart	From the Gantt tab, you can review a Gantt chart for the project. The Gantt chart provides a quick and easy visual representation of how project action items are proceeding, and enables you to find critical dependencies that need to be expedited so that the schedule is not adversely affected. See Estimating Design Schedules.

• Multiple projects / team member. You can access the following tabs after selecting one or multiple projects for which you are a team member:

  Option	Description
  Project Locations tab	As a Space Planner, you often need to review and present project information in the context of its location to visualize possible conflicts and the progress of the work from phase to phase. This tab shows project locations on a map or floor plan drawing, and can show markup for project actions.
  Gantt Chart	From the Gantt tab, you can review a Gantt chart for the project. The Gantt chart provides a quick and easy visual representation of how project action items are proceeding, and enables you to find critical dependencies that need to be expedited so that the schedule is not adversely affected. See Estimating Design Schedules.

Note: Neither the Proposed Moves or Portfolio Scenario Comparison tabs require you to select a project or be a team member. If your proposed project is linked to a portfolio scenario or move project, use these tabs to review the portfolio scenarios or move project.

Comparing project statistics on a map view

From the Select Projects tab , when you select the check boxes in the grid for the projects you want to review, this action populates the lower pane with a map view of all building locations assigned to each project that you select. The map shows buildings that have at least one action item for the project associated with them (activity_log.bl_id for selected projects), or, in the case of planned locations, buildings that have been added as proposed locations. A legend shows the color for each project.

The values are calculated from space and asset (equipment) requirements that are created when you run the Create Requirements action. or when you manually add requirements. Theses values are the Period 1 values for the space and equipment requirement (sb_items tables for period 1). See Creating Space Requirements for Proposed Projects, and Creating Asset Requirements for Proposed Projects.

When more than one project is selected, use the gear icon to select the statistic by which you want to compare projects. When you select a statistic, the relative size of the project markers changes to indicate the relative value for that statistic. For example, a project that has higher costs than others shown on the map will have a larger marker when you select Proposed Project Costs from the gear icon.

These values help you analyze and compare proposals based on the following costs, area, and headcount.

• Proposed Project Cost. Calculated as Baseline Capital Estimate + Baseline Expense Estimate:
  • Sum Space Cost [sb_items.cost_of_space; sb_items.cost_of_furn; sb_items.cost_of_move;]

  • Sum eq_req_items.cost_est_baseline (for the Individual assets)

  • Sum eq_req_items.cost_moving (for individual assets)

  • Add project.cost_est_baseline (summed from the baseline costs for the project's action items)

• Proposed Project Asset Cost. Baseline Capital Estimate + Baseline Expense Estimate for asset records:

  • Sum eq_req_items.cost_est_baseline

  • Sum eq_req_items.cost_moving

  • Sum activity_log.cost_estimated

  • Sum activity_log.cost_est_cap

  • Where activity_log.eq_id is not null and eq_req_items.eq_id is not null for selected projects

• Project Head Count. sum of sb_items.unit_headcount where sb.sb_name = project.project_name
• Project Area. sum of sb_items.p01_value where sb.sb_name = project.project_name

Uploading a scorecard image / Project Evaluation Report

Each project can hold a scorecard doc (project.doc_summary) that summarizes the project objectives and its top-level scoring. The planning team puts this slide together based on deeper analyses involving a wide range of criteria. The scorecard doc is an editorial presentation that facilitates comparison between proposals. You upload the project scorecard as an image that is displayed in the lower right pane for a selected project.

• If one project is selected, the Project Scoring pane displays the contents of document from the project.doc_summary field, if this document has been uploaded.
• If more than one project is selected, or a scorecard has not been uploaded, the Project Evaluations report is displayed.

To upload a scorecard image:

1. From the Project Scorecard pane, select the project for which you want to add a scorecard image.
2. In the Project Scorecard pane, click the Check In New Document button.

   The Check In New Document form appears.

3. Locate the image file to upload as the scorecard. The system prompts you to browse and select the file to check in. After you select a file, the system completes the field value with the original file name and stores it in the document vault by naming it according to the structured convention.
4. You can choose to enter a comment about this document, and also set the lock status. Typically, you will want to unlock the document so that others can check it out.
5. Click Save.
6. To view a larger version of the image, click Show Document Image.

Project Evaluation Report

The Project Evaluation report displays when you have more than one project selected, or if you select a single project that does not have a scorecard image uploaded. The Project Evaluation shows the following for each project:

• Project Score
• Criticality
• Cost - Est. Baseline
• Area Affected
• Employees affected

It also shows total and averages for:

• Project Score
• Cost - Est. Baseline
• Area Affected
• Employees affected

The Project Score field is averaged. The cost, affected area and employees affected are totaled and averaged.

Reports

From the Select Projects tab, you can use the Reports button to generate comparison reports to help you evaluate projects. When generating reports, you can select projects that have different statuses, such as Closed. This enables you to analyze your proposals by comparing them to past projects that were successfully completed, had the same location; were the same type of project, or had the same departments involved, or the same kinds of assets were included.

The following are examples of some of the reports you can generate:

• Compare building performance when selecting a potential building for a proposed project via View Building Performance Analysis
• Compare property financial performance with All Properties Yearly Financial Summary by Country
• Compare equipment performance by reviewing the Equipment Maintenance History, Equipment Failure Analysis, and Equipment Replacement Analysis reports
• Using the Project Location tab, compare floor plans and site maps of various projects or potential locations.
• Compare Project financial performance using the Compare Annual Project Costs to Budgets – this may be helpful in evaluating similar projects or project locations

See Reports for the Enterprise Assets and Assets Applications.