Sustainability & Risk / Compliance / Compliance Project Manager

Define Projects

As the Compliance Project Manager, you can define the projects used to manage compliance. The Compliance Program Manager can then associate compliance programs with a project, enabling users to search for and report on programs for a specific project. If you are using the Projects application, the compliance projects you create appear in the Projects application. From Projects, you can manage all aspects of the project, such as entering design and baseline cost estimates, routing projects for approval, creating work packages of actions so that vendors can bid on them, and tracking the project's status on a Gantt chart as it moves towards completion. See Projects Overview.

Compliance projects are stored in the same Activity Projects table that is used by other Archibus applications, including Condition Assessment, Projects, Commissioning, and Sustainability Assessment. When working from Compliance, by default, the Project Type field is set to Regulation.You create and work with only projects having this type.

Note: If your site is licensed for the Web Central Projects application, you will be able to access the projects you define using the Compliance application from the Projects application.

Procedure: Defining Projects

When you create a project, you assign a Compliance Project Manager to the project, and specify the geographic scope of the project (Country, Region, Site, Building, etc.).

To define compliance projects:

  1. Select Sustainability & Risk / Compliance / Compliance Project Manager / Define Projects.
  2. In the Project panel, click Add New.

    The Project Type is Regulatory by default and you cannot change this.

  3. In the Project panel, enter the following required information:
    FieldDescription
    Project CodeEnter a unique identifier for this project. Users will need to identify the project when selecting it from lists, so ensure that the Project Code clearly distinguishes the project from others. You might want to use the year or regulation that the program addresses in the name
    Project ContactSelect the contact for this project.
    Project StatusBy default, the status is Created when you add a project. If you are using the Projects application, when you change the Project Status to Requested - Routed for Approval, the project appears in the queue of an Approving Manager. If you are not using the Projects activity, as the project progresses, others involved with the project can update the status by choosing values such as Approved, Completed and Verified, Closed, On Hold, and so on
    Project PriorityYou have the option to assign a number to the project that represents the priority for a project request. The project priority may be referred to by the approving managers while they are considering which project requests to approve. You can also generate reports for projects having specific priorities
    Site/BuildingSelect the location for this project
    Project ManagerSelect the employee who will be the Manager for this project

    Date Requested - Start

    Date Requested - End

    		Enter the dates you are proposing for the start and end of this project

    Employees Affected

    Area Affected ft2

    		Enter the approximate number of employees or the approximate square feet or meters affected by this project. This information may later be useful in searching for projects
    Project NumberThe Project Name field, above, uniquely identifies your project. Use this field to enter an alternative name or number for your project. For example, you may wish to enter a number assigned by your company's Accounting department

    Project Summary

    Project Description

    Project Scope

    		Use these fields to enter descriptions of your project.
  4. Click Save.

    Project Business Case field: After clicking Save, you are able to add a document to this field. The Project Business Case document is typically prepared by stakeholders and sponsors of the project. It can include the background of the project, and the project's expected business benefits, costs, and risks.

    To add a document file, you must first save the record. After you save, the Check In New Document button appears next to the Document field. Use this button to browse for the file. You can then view the document from the record by clicking the Show Document button next to the Document field. For more information, see Using the Document Management System.