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Getting started on a new project
The checklist a PM works through to open a project, from setup to the first client release.
Getting started: PM3-REBUILD
5 of 14 steps ticked by the platform. Steps without a tick box are for you to check.
- ✓ Create the project Basics, project type, trades, contractors and the P6 schedule (New project).
- · Check the boards and project details Board owners, readers, contractors and tie-in words. · check it yourself
- ✓ Assign a trade lead to every board Pick each trade's lead from the people on the project (PM or CM).
- ○ Add people and give them roles PM, CM, superintendent, leads, foremen, contractors, client.
- ○ Publish the client's NDA Replace the placeholder text with the client's or counsel's NDA.
- ✓ Load the P6 schedule Upload data, Schedule, your .xer export.
- ✓ Load the cost report Upload data, Cost report, by WBS, area and trade.
- ○ Load the doc control drawing list Upload data, or a SharePoint connector.
- ✓ Set a schedule baseline Schedule, Set the current dates as the baseline.
- · Check for crews working over each other Fix with safety ties or record overhead protection. · check it yourself
- · Set safety training rules Safety, Training and cards: what each role must hold. 14 days' grace. · check it yourself
- ○ Set up subcontracts for pay apps Original sum and retainage for each contractor.
- ○ Connect P6 or the ERP (optional) Timed pulls instead of uploads. Secrets stay in server settings.
- ○ Approve the first client release Progress, milestones and delays, frozen for the client.
How to use the checklist
- Open Help from the top of any project page. The checklist is for that project.
- Work down the list. Each step links to the page where you do it.
- Steps the platform can check tick themselves once the data is in (schedule loaded, leads assigned and so on).
- Steps marked 'check it yourself' are judgement calls the platform cannot see.
- Right after a project is created you land on Finish setting up: the same checklist, kept to what is left.