NextGEN Project Managers

Transcription

1 Presenter Ed Coffin Product Advisor/Product Trainer/Database Consultant ConEst Software Systems

2 Estimating and Project Management The link between a well built estimate and effective project management is critical. The estimating process is important, but it s only the beginning Managing the project for maximized profitability is the next and most important step Integrate your estimate with: MS Project Accounting Software Project Management Software

3 Project Reporting Estimate Summaries Detailed Price Breakdowns Accounting Reports and Integration Purchasing Reports Labor Scheduling Reports Field Material and Labor Reports Schedule of Values Unit Pricing AIA Payment Applications Examples of these Reports

4 Bill of Materials- Project Summary Totals Material ($) and Labor (Hrs)

5 Bill of Materials- By Task Support Systems- 1 st Floor Support Systems- 2nd Floor Support Systems- 3rd Floor Support Systems- 11 th Floor Totals Material ($) and Labor (Hrs)

6 Bill of Materials by Installation Cost Code Sleeving/ Firestopping Cable Support Grounding & Bonding Cable Placement- Horizontal TR/IDF Totals for Accounting

7 Task Breakdown by Bid Price Task Breakdown by Cost

8 Task Breakdown - Detailed

9 X NextGEN Project Managers Project Unit Pricing

10 Project Management Manage the estimate you have just been awarded Setup Customer and Project Contacts Setup Submittals and To Do lists Track Phone Memos, RFIs, Transmittals and Misc Documents

11 Scheduling Gantt Chart Import Project Tasks from Estimate Setup Start and Finish Dates Setup Milestones, Dependencies and Constraints Schedule Labor, Equipment and Sub-Contractors Integrated Gantt Chart

12 Project Management Estimate and Submit Change Orders Track Pending, Approved and Rejected Change Orders Schedule Material and Labor for Change Orders Add Approved Change Orders to Schedule of Values

13 Purchase Orders Create and Submit Purchase Orders Schedule Material by Project Task Send and Track RFQ s Create Inventory and Field Requisitions

14 Project Management Setup Calendar of Important Document Submittal Dates Store and Submit Documents Electronically Standardized and Efficient Submittal Process

15 Project Tracking - Budget vs Actual Costs Project Management By Task Track Actual Material and Labor per Project Task Track Equipment Usage By Project Summary Track Sub-Contractor Progress Review Costs by Task and Project Summary Compare Budgets vs. Actual Costs

16 AIA Billing Formats Schedule Project of Management Values - Application for Payments Project Schedule of Values Project % Complete Status by Task Application for Payment w/ Retainage Payment Application in AIA Format

17 Project Management Inventory Receiving Shipping Reconciliation

18 Project Management Budgeted labor is an educated guess at best Actual Labor is Based on your company s ability to perform the work Analyze project history to correct labor for current estimates

19 Project Management Company Profiles and Contacts Project Specific Contacts for Efficiency Customer and Project Specific Journal Logging

20 Project Management Field Personnel Profiles Employee Names and Skill Levels Equipment Profiles Cost and Billing Rates Use for Scheduling Know When and Where your resources are

21 Project Management Daily Reports Labor Activity by Task Identify and Track Project Issues Log Daily Weather Identify and Track Deficiencies Log Accident Incident Reports

22 In Conclusion Good Estimating Good Project Management

23 Thank You! ConEst Software Systems