[PM] Projects

Creating a PM Project in VISTA

Objective

This SOP outlines the steps to create and set up a PM project in VISTA, ensuring all necessary details are correctly entered for project management.

Key Steps

1. Setup PM Project 0:00

• Begin by copying an existing project template or creating a new PM project.

• Ensure the PM project is set up first to allow for auto-creation of the contract.

2. Access PM Projects 0:44

• Navigate to PM projects and double-click to open.

• Switch to grid view to see existing projects.

3. Create New Project or Copy Existing 1:07

• If creating a new project, find the next job number and add a description.

• If copying, select the desired project template.

4. Modify Contract Details 1:19

• Review the auto-created contract number, department, customer, retainage, and start month.

• Modify these fields if necessary; they will be gray if not editable.

5. Assign Project Manager 1:41

• Press F4 to assign a project manager if they are set up in the system.

6. Add Bid Number and Tax Codes 1:47

• Enter any relevant bid number for tracking.

• Add tax codes applicable to the job.

7. Configure Job Vendor and Liability Templates 2:04

• Set up job vendor override and liability template as needed.

8. Set Compliance and Reviewer Groups 2:17

• If applicable, add compliance groups and reviewer groups for invoices or timesheets.

9. Additional Information 2:39

• Check job status; it should indicate 'pending' if not yet interfaced.

• Fill in mailing and shipping information if required.

10. Geographic and Payroll Information 3:16

• If applicable, track geographic location and check for certified payroll requirements.

11. Set Up Craft Class and Overtime Schedules 3:37

• Assign craft class template for prevailing wage jobs.

• Set up overtime schedules if necessary.

12. Initialize Phases 4:19

• If phases were copied, review them; otherwise, double-click to open the phase program.

• Use grid view or info view to add phases.

13. Initialize Cost Types 4:48

• Click the 'initialize cost types' button to automatically set up cost types connected to the phases.

14. Save Project 5:18

• Ensure all information is correct and save your PM project.

Cautionary Notes

• Ensure all mandatory fields are filled out to avoid issues later in the project lifecycle.

• Double-check the project manager assignment to ensure proper oversight.

Tips for Efficiency

• Use existing templates to save time when creating new projects.

• Regularly update and maintain project templates for consistency.

Link to Loom

https://loom.com/share/bde0224d91ba4a68aec0acc666ea8bb7