[PM] PM Project Phases

Creating PM Project Phases

Objective

This SOP outlines the steps to create and manage PM project phases in the project management system.

Key Steps

Step 1: Access PM Project Phases 0:12

• Navigate to Project Management.

• Select Programs.

• Click on PM Project Phases.

• Double-click to open the program.

Step 2: Connect Jobs with Project Phases 0:32

• Review the list of project phases.

• Use this feature to create job copy templates for different divisions or plants.

Step 3: Select or Confirm Job 1:07

• Press F4 to select your job.

• If the job is correct, proceed to the next step.

Step 4: Add Phase Numbers 1:18

• Enter the phase numbers in the designated field.

• Check the grid to ensure the numerical format is consistent.

Step 5: Create a New Phase 1:27

• Go to the Info section.

• Create a new phase (e.g., enter 40).

• Save the new phase.

Step 6: Connect Contract Item 1:41

• Select the appropriate contract item to connect with the phase.

• Save the changes.

Step 7: Initialize Cost Types 2:00

• Use the Initialize Cost Types feature to automatically add all relevant cost types to the phase.

Cautionary Notes

• Ensure that all phase numbers are unique to avoid confusion.

• Double-check the contract item selection to ensure it aligns with the project requirements.

Tips for Efficiency

• Use job copy templates to save time when creating phases for different divisions or plants.

• Regularly review and update the list of project phases to maintain accuracy.

Link to Loom

https://loom.com/share/bd08cc27076e40c894e7c74909f318b3