Result or Product of this Process

Project managers use this process to update the status of their project. The process displays the most recent update information on the same page used to update project information and allows the use of a "sleep timer" to set an interval for the next PMU update to appear in your court.

See the Step Instructions tab for detailed instructions, including how to use this process to only update the Project Status that is located on the Details page.

    • Project managers use this process to provide project updates at regular intervals. Updates should include confirming or updating the current project status, the estimate at Completion, and pertinent details about the project.
    • The project manager will be asked to enter their name as part of the update. This is considered signing the update.
    • The PM submitted date will be filled in when the Submit step is taken.
    1. The process will start (spawn) a new process for your next update whenever the project status is something other than "Complete". Use the automatically started process located "In your Court" for subsequent updates.
    2. By using the automatically started process your most recent update will display on the left side of the page while you complete the current update on the right side. (See the Start Step instructions)

    When creating the first project manager update for a project the Submit action will move the process to the PM Update Status.For only the first update, it is necessary to take the Submit action second time from the PM Update Status step.

    First Time Flow

    Please note:  Is this a One-Off or the Last Update is a great option for DAILY UPDATES.

    Answer Yes if you wish only to update the Project Status on the Details page or if this is the last detailed update for which you wish to use the sleep timer functionality.

    When the Yes option is used, in both instances above, no new spawned processes will occur. If you have used the Yes option, and at a later date, you want another PMU and the option to use the sleep timer simply start a new instance of the process.

    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.

    Start

    Timer set <=1?

    Set Timer to a whole # > 1 e.g. 5,10

    Report Generation

    PM Status Report

    PM Update Status

    Subs or Punchlist?

    PM Closeout status?

    CRSP Project?

    Accounting Closeout Status?

    Project Active

    Last PM Update?

    Spawn New Update

    Finish

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