Capital Projects / Projects / Execute / Management Console
Capital Projects / Projects / Manage / Management Console

Planning and Executing a Project Using the Management Console (Execute/Manage)

Using the Management Console, you can manage all aspects of your projects from the time they are approved until they are completed.

The Management Console provides tasks for the Planning and Execution phases of a project.

Planning Phase

In the Planning phase of a project, the facilities manager works with approved projects, adding or editing actions for the project, assigning a project team, creating work packages for vendors to bid on, and estimating design schedules and design costs for actions. Design estimates are based on detailed projections that have been obtained from architects, designers, and other consultants who have analyzed a project's requirements. The facilities manager then compares the design estimates to the baseline costs that were estimated prior to approving the project.

Tasks during a project's Planning Phase

• Develop the project profile: From the Project Dashboard, you can build on the information entered when the project was requested by updating project data, such as Project Status, the Cost - Budgeted, the Project Manager and other team members, the project description, dates, and documents. See Review or update the Project Profile.
• Create work packages. You can add work packages from the Project Console, but you can also send them out for bid, skip the bidding process if you are entering the work package after the contract has been awarded, and update information as needed. See Managing Work Packages and their Contracts.
• Enter and update action items. See Adding Actions Items.
• Awarding a contract. You can use the Management Console to enter bids you have received, or you can review bids entered by a vendor using the Navigator Contract process. When you have finalized your review, you can award the contract, and store the contract with the contract record. See Managing Work Packages and their Contracts.
• Build your project team. Add the internal employees and contractors who will be working on this project. See Manage team members
• Create project milestones . Add action items for critical junctures for a project with the action type of milestone. You can then review these milestone actions in the Milestone tab of the Project Dashboard to help you quickly assess a project's progress. See Milestones.

Execution Phase

In the project execution phase, the facilities manager uses the Management Console to manage a project's daily tasks. This can include entering communication logs, monitoring the status of work package actions, managing change orders, reviewing vendor invoices and payments, and analyzing cost summaries.

Tasks during a Project's Execution Phase

• Update your project status. As the project progresses, you can update its status. For example, you can indicate that the project is Approved - In Design, or Issued - In Progress. This designation is used to more easily locate specific projects, and for the Project Status reports. You update project data using the Project Profile accessed from the Project Dashboard. See Project Profile.
• Update action items. As the project progresses, you will need to update action information, such as the actual date started, date completed, person-hours performed, and the action item status. Keeping action items information up-to-date is important for accessing how the project is progressing. See Adding Action Items.
• Create project logs. You can create communication logs for a project. For example, logs can be used to attach amended or finalized contracts, to record that contracts have been signed and mailed, or to record project status notes. When you add the log, you can attach a document. After you have saved the log, its data becomes read-only except for the Priority setting which you can update as the Priority changes. See Add Project logs.
• Record and approve change orders. From the Management Console, you can enter change orders, or review change orders entered by vendors using the Contract Process. The console facilitates the process of approving or rejecting the change order. Only approved change orders are added to the contract and are shown as part of the Revised Contract amount. See Managing Change Orders.
• Save project documents. You can store a copy of a work package's contract, warranty information, or a drawing with a project action. See Store documents with the project.
• Record and approve invoices and payments. You can enter invoices for completed work, and can approve invoices when you are sure the work is completed. Once the invoice has been approved, you can record payments. See Managing Invoices.