Projects Module allows Facilities Managers and Facility Project Managers to associate multiple Work Orders and RFPs to a specific project for a single location. Unlike using the Dashboard and Service Automation to submit individual Work Orders and RFPs, Projects Module allows you to manage multiple large amounts of work into one project. You can also conduct scope work in advance without dispatching Service Providers. A project can have a continuation of scoping in advance until it reaches the appropriate Approval Cycle status of the Project Lifecycle.
With this module, you can:
- Scope a project;
- Add RFPs;
- Link existing work orders to a project;
- View all cost information pertaining to a project;
- Add level approvers for projects and change orders within a project;
- Review project notes; and
- Upload attachments.
Details of a Project
A new project is started for a specific location, from here, you can manage the work orders, trades, providers, assets, and RFPs associated with that project. Projects move through the Project Lifecycle (similar to Work Order Lifecycle) so you are aware of the project's status. Once the project is approved, you can manage & track project scope changes and review new cost metrics reporting. New cost metrics reporting allows for forecasting potential costs, tracking approved costs, and comparing how much a project eventually cost vs. how much the project was originally forecasted. For example, for a single project, you can perform cost analyses by comparing forecasted project costs with approved costs. When a project is completed, performing a cost analyses comparing incurring cost vs. the original estimated cost.
Accessing Projects Module
You can access the Projects Module in Service Automation.
1. Click the navigation menu button in the upper left corner where a list of module links will appear.
2. Click Projects to enter the Projects Module. You will land on the Projects Module homepage which is Projects Tab.
Navigating Projects Module
When entering the Projects Module, the default landing page is the Projects Tab. From there, you can track, update, and create projects for a specific location. There are four tabs in the Projects Module that perform different tasks and have various responsibilities. The four tabs are:
| Tabs | Functionality |
|---|---|
| Actions Tab | User based action items to provide information regarding projects and move the status of a specific project forward. |
| Programs Tab | Access to current information on Multi-Programs for multiple locations. When programs are entered, various searching capabilities become available to locate a program. |
| Projects Tab | Access to current information on individual projects at a single location. When projects are entered, various searching capabilities become available to locate a project. |
| Budgets Tab | Creating and managing project budgets. Each specific budget will show the total cost of the combined projects. |
| Templates Tab | Using a pre-designed template to create a project. |
In addition to the tabs, there are two important features:
Search Projects: You are able to find a particular project by typing in keywords.
+New Project Button: The button starts the process of creating a new project. The button is located on the tabs for:
- Actions
- Projects
- Templates
Viewing Projects Module in Analytics
The Projects Module is in communication with Analytics where you can utilize the Projects Dashboard - All Projects to analyze projects from different perspectives, discover various data findings, and support choices made in regards to each project.
