PM Project Update
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Background
The PM Project Update record provides the project manager (PM) with a location to provide a narrative of the project status. This narrative will be used in various project status reports (e.g., Project Summary). Additionally, this record will capture a "snapshot" of current milestone dates from the project schedule. This data capture enables milestone date trending month to month.
Access: From the module menu, Records --> PM Project Update
Available reports: Program Status
Job Aids
Record Guidance
Aside from identifying a project and whether or not the Resident Engineer should review the record, the PM Project Update record contains one primary field for entering information: the Project Status free text field.
The Main tab of the record contains two tables that are uneditable: the Milestone Tracking table and the Expenditure Info table. The Milestone Tracking table pulls in information from the Schedule record. The Expenditure Info table pulls in information from the Project record, which in turns pulls in information from SAP.
If desired, users may add notes via the Notes tab or attachments via the Attachments tab, although it is not required.
Workflow Guidance
If you selected “Yes” in the RE Review Reqd field in the Record Information section, your record will be sent to the Project’s assigned Resident Engineer for review.
The Resident Engineer is the only role that may review this record. After the Resident Engineer approves the record, it will be marked as “Approved”.
If you selected “No” In the RE Review Reqd field in the Record Information section, your record will automatically be marked as “Approved”.
Report Guidance
The Program Status report pulls in data from the Project Status field of the PM Project Update record if the Resident Engineer approved the record.
The Program Status report pulls in the two most recently approved updates provided via the PM Project Update record.
FAQs
There are currently no FAQs for this record.