Page History

Instructions

1. Using the drop-down menu, choose the Current Project Status.
2. Enter the Current Project Update (by PM). Note that the text box for this is expandable
   by dragging the bottom right corner of the text box. This is a required field.
3. Enter the Current PM Estimate at Completion.
4. Add a photo (if desired) to be included in the Current Photo field.
5. Please enter your name in the Project Manager field. This action simulates affixing your signature to the information.
6. The PM Submitted Date will be the date on which you take the Submit action.
7. "Is this the Last Update?" Choosing "Yes" will end all the current PMUa process session. If you need to create a new update you can always start a new PMUa process for the project. Note: if you do restart you will need to run the task through 2x just as you did the first time for full feature set to work.
8. In the Project Schedule Updated? Field indicate if the project schedule has been updated. (Yes, No, N/A)
9. Enter Schedule Notes. This text box is also expandable.
10. Click the Submit button.*

*Submit from the PM Update Status step if this is the first PMU for the project.

If the PMU is not ready to Submit use the Save Draft button to save your work and return to complete and submit the PMU at a later date.

• The Initiator has an opportunity to enter information into the Current Project Status, Current Project Update (by PM),  Project/Drawing Stage, EHS Update, FE Update, FIS/Signage Update, IS&T/Security Update, SPT Update, Current SF, Current PM Estimate at Completion, Room(s) Affected, Current Photo, Project Manager, PM Submitted Date, Is this a One-Off or the Last Update?. These fields will be updated to the projects details page.
• When the Submit action is taken the next step is Report Generation.

• This is an e-Builder conditional.
• No user interaction is required.
• This step evaluates if the initiator set the Remind me in days to 1 or less and send it back to them if True
• The process continues if the value is >1 (note the value must be a whole number as the instructions explain to the user)

• This is an e-Builder user step
• The initiator ends up on this step if they do not follow the directions provided and provide a whole # > 1
• The initiator is given additional, clear instructions to change the value to a whole # > 1
• The user submits this process and it goes back the the prior conditional to ensure the user complied with the instructions

• This is an e-Builder system step.
• No user interaction is required.
• This step evaluates if this is the first time a PMU has been generated for this project and routes the process accordingly.

• This is a mail merge step.
• No user interaction is required.
• This step produces a hard copy of the PMU from a template.

• This is an update step completed by the project manager.
•  See the instructions for the Start Step. Project managers complete the same fields in this step.

• This is a conditional that is looking for a status setting of Substantially Complete or Punchlist
• If either is true then a mail merge is generated (Punchlist Notification)
• the process then moves to the conditional "Project Active" step

• This is a conditional that is looking for a status setting of PM Closeout

• the process then moves to the conditional "CRSP Project" step

• This is a conditional that is looking for a project type setting of CRSP
• If true then a mail merge is generated (CRSP AA Notification)
• If false then a mail merge is generated (AA/PM 14.2 Status)
• In either scenario , the process then moves to the conditional " Project Active" step

• This is a conditional that is looking for a status setting Accounting Closeout
• If true then a mail merge is generated (Accounting Close)
• If false then a mail merge is generated (Document Closeout)
• In either scenario , the process then moves to the conditional " Project Active" step

• This step determines if the project status is Active.
• If it is no longer active no new update process will be started.
• No user interaction is required.
• No instructions are needed for this step.

• This conditional checks if the Is this the Last Update? field is answered as Yes.
• If True the next step is Finish
• If False the next step is PMU Release Timer

• This step starts a new PMU process to be used for the next PMU.
• No user interaction is required.
• The new process will be placed in the project manager's court and may remain there until needed. It will contain information from the previous update for reference.