SOP – Project Management
The instructions here are designed for individuals who are familiar with the AIM Environment. This includes logging in to AIM, WorkDesk, icons, menus, search screens, working with data, and entry screens. If you are new to AiM please refer to the documentation explaining these foundational AiM concepts or go to your supervisor and request training.
Facilities Operations and Building Services (FOBS) uses the Project Management Module to track work that is identified as Project Work. As is common in the industry, Projects are defined using various criteria which might include:
- Size or duration of work
- Cost of work
- Funding source
- Desired outcome of work
- Contract type
- Etc.
Some known FOBS Projects include Academic Renovation Projects, Infrastructure and Maintenance Fee Projects, Plant Fund Projects, Energy Conservation Projects. Each project has accounting information. The cost of projects are tracked via work order(s) with any associated phase funding methods set to “project” if the costs should be tracked out of the project accounts. AiM supports having work orders tracking time, materials and contracts outside of the project accounts on phases separate from those that are Project Funded.
In most cases, Project Groups are also utilized to get a programatic view of FOBS efforts.
Object Found in the Project Management Module
- Create and Manage a Project
- Create and Manage a Project Group
- Create and Manage a Planned Work Order [TODO:FOBS determines if there is a business use for planned work orders
Supporting Objects Found in Other Modules
- Create Maintenance Project Work Order
- Apply a PO Against a Maintenance Project
- Apply an Invoice Against a Maintenance Project PO
System Admin/IT functions of the Project Management Module