Standard Operating Procedures

Managing Project Groups

PURPOSE:

Facilities Operations and Building Services currently maintains several Project Groups. One reason for project grouping is to track by Fiscal Year and Funding Source. For Infrastructure and Maintenance Fee Projects & Plant Funded Projects each identified Funding Source and Fiscal Year there will a Project Group containing all of that fiscal years projects.

Creating a Project Group
How to identify and Name a project group?

PROCEDURE:

CREATING A PROJECT GROUP
1. Navigate to the Project Management module on the main menu.
2.Navigate to the Project Management screen and click the link to Project Group.
3. To look at existing projects groups select Browse or use the search function to refine search. When adding select the New function.
4. Enter a Project Identifier. (Guidelines for Project Identifiers) 5. Enter a Project Description into the description box. 6. Select a Project Type from the available choices: a. IMF b. PF c. PROG UPGRADE (do not use – under review) d. RENOVATION (do not use – under review [TODO:FOBS define refine rules here]
7. Select the Status from the available choices: a. Pre-Planning b. Planning c. Design d. BID e. Construction f. Commissioning g. Close Out h. Closed [TODO:FOBS define refine rules here] 8. Set the Shop to MANAGEMENT and select Shop Person. 9. Set Enforce Distribute to No. (Setting this value to NO, allows some phases of a project related work order to be funded by SHOP instead of by project only). 10. If desired, set estimated and actual start and end dates. [TODO:FOBS define refine rules here]
10. Enter Budget. 11. Click Add to add Projects to the Project Group, then click Done to return to previous screen.
12. Click Save to save or update the Project Group.