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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.
Topics
Getting started on a new project
The checklist a PM works through to open a project, from setup to the first client release.
Signing in, two-step and work accounts
How to sign in, set up the code from your phone and use your Microsoft or Google work account.
Setting up a new project
Five short steps on one page. Only the basics are needed; every other step can be skipped.
Trade boards and trade leads
Every trade has its own board, answered to by one trade lead. Here is how to read it and enter on it.
P6 schedule, Gantt and the scheduler
Load the P6 schedule, read the Gantt and critical path, update progress and publish updates.
Working over each other
Finds crews from different contractors in the same area at the same time where one is above the other or under a crane lift.
Safety control center
Pre-task plans, permits, inspections, corrective actions, incidents, stop work, toolbox talks and observations in one place.
Safety training and OSHA cards
The OSHA 10 and OSHA 30 knowledge checks, recording your official card, and the 14-day grace period.
Rigging and lift plans
Every lift by equipment tag, with the weight, rigging, crane and people, and the checks the platform runs.
Meetings
Upload a recorded meeting and turn its decisions, actions and dates into watch items and decisions.
Delay log
Slips found between P6 uploads, the delays logged from them, and contractor explanations.
Client delay report
The delay report you hand the client, printed or saved as PDF, and the CSV.
Change orders, back-charges and pay apps
Change orders by craft, back-charges for contractor errors, and certifying pay applications.
Drawings, revisions and board photos
Only the current revision of each print reaches the field; old revisions go to the PM's vault.
Procurement and document control
Material against the date the work needs it, and every drawing against the revision each board holds.
Client NDA
Nobody but the client's own people opens a project until they have signed its current NDA.
Client master board
The client never sees the live boards, only the frozen updates the PM or CM approves on the client master board.
Live connectors
Timed pulls from P6 EPPM, an ERP, a server folder, SharePoint or Outlook that replace manual uploads.
Live boards
What you save on a board shows on the PM and CM screens within seconds.
Your scope page (contractors)
A contractor sees only their own scope page: missed dates to explain, pay applications and back-charges.