Capital Projects / Projects

Executing Projects (Process Overview)

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

For a description of the entire project management workflow, see Projects Application Overview.

From the Management Console, you work with one project at a time. The Management Console's tabbed interface facilitates selecting tasks for any phase of project management.

Management Console - Execute Tasks

The Execute process includes the following tasks:

• Review Project Profiles: Use the Review Project Profiles task to review and edit projects having any status. This is the only Execute task that does not use the Management Console. See Reviewing Project Profiles.
• Management Console - Plan: Add, edit, or approve work packages. Edit actions and add them to work packages. Schedule actions using the Gantt chart, adjust design costs, and view documents or drawings associated with a project action. See Planning Using the Management Console.
• Management Console - Procure: Review bids and contracts, and vendor performance and payment history, enter bids for vendors, view variance reports for bid cost and duration estimates, approve bids, and publish and record contracts. See Management Console - Procure (Overview).
• Management Console - Communicate: Assign team members to projects, and create communication logs to communicate with your team members. View communication logs by date and time, by action, and by communication type. Create service requests and view service requests by action. See Managing Communication Using the Management Console.
• Management Console - Schedule:Review and analyze the scheduling of work package actions. See Reviewing Scheduling Data Using the Management Console.
• Management Console - Adjust: Request, edit, and approve change orders. Update actions, including entering the actual cost and duration. See Adjusting and Updating Actions Using the Management Console.
• Management Console - Cost: Review cost summaries for work packages and for actions, and track and manage invoices and payments. See Managing and Reviewing Costs Using the Management Console.
• Import / Export - You can Import project, work package, and action item data from Microsoft Project to your Archibus project database. You can also export data from Archibus to Microsoft Project for editing. See Importing from Microsoft Project and Exporting to Microsoft Project.