Project Manager (PM) Guide

e-Builder Processes by Project Phase
Phase Process Submitted by Description Initiation New Project Request Customer Public form hosted on the Facilities website for Unit employees to submi...
Mon, Nov 26, 2018 at 11:26 AM
MOU Creation and Approval Process
Creates the MOU and updates the Planned Budget. Saves signed MOU in the document module. Start Process Click on the Projects tab and select the projec...
Thu, Dec 6, 2018 at 2:50 PM
Budget Approval Process
Establishes the Original Budget and subsequent Budget Changes (including net zero transfers and budget infusions). Start Process Click on the Projects...
Thu, Jan 24, 2019 at 3:23 PM
Schedule
e-Builder Training Video: Schedule Draft and Activate Baseline e-Builder Training Video: Toolbar Settings in the Scheduling Module e-Builder Training Vid...
Thu, Jan 24, 2019 at 12:23 PM
Cash Flow
Training Video: Introduction to Cash Flow What is Cash Flow?   Cash flows help you measure and track cost over time Projecting what money will be s...
Thu, Oct 31, 2019 at 12:55 PM
Schedule of Values and Certificate for Payment Process and Best Practices
From meeting on September 20, 2019.
Mon, Dec 2, 2019 at 7:56 AM
WIB Review
Used by PM to determine the method of execution, i.e. work performed by FM Zone 6, or work requiring retaining AE and GC. Start Process Click on the...
Fri, Feb 19, 2021 at 10:26 AM
Change Order Process and Best Practices
From meeting on November 22, 2019
Mon, Dec 2, 2019 at 7:56 AM
Submit a Construction Change Order
Start Process. Read any instructions and complete all fields. Select the FCO tab. Click on Attach Existing. A new window will open, select the FCOs you...
Thu, Jan 24, 2019 at 12:12 PM
Route document for signature using DocuSign (SGN) process
In order to route a document for signature, the signers must have access to e-Builder as well as the project. Start Process Click on the Projects tab ...
Tue, Dec 8, 2020 at 10:42 AM