PMS Process


Uddhav Kelaskar

2022-12-05 16:09:20


    PROJECT WBS

    • Project Activities needs to be added in the Project WBS form
    • We can link Project BOQ activities and Schedule tasks in between by assigning many to many relations to Schedule tasks and BOQ activities

     

    SCHEDULE LINKING

    https://strategicerp.com/knowledge-base-article.php?article=project%20schedule%20linking%20with%20project%20boq

    To understand scheduling through manual process, click on the above link.

     

    PROJECT SCHEDULE IMPORT USING MS PROJECT

    https://strategicerp.com/knowledge-base-article.php?article=project%20schedule%20import%20using%20ms%20project%20file

    To understand importing schedule by using MS Project, click on the above link.

     

    REQUISITION FOR SERVICES

    • This form lets us add tasks that are necessary for the tendering process. Project Name, Sub Project Name, Basis of Measurement (Qty/ Percent), Work Order type Group, and Process Type must all be filled out first.
    • After choosing an activity code from the menu, the D-List will automatically fetch the work order data.
    • Following the retrieval of the necessary information, we must apply Work Order Quantity in the D-List and transmit the Tender Registration.

     

    WORK ORDER

     

    • We will be able to develop WO Quantity-wise using this form. Search for the list in E-List and select it. View all the filled-in information from the Work Details TAB and the Tax and Payments TAB after the list has been accessed.
    • Additionally, we may add necessary Terms & Conditions using this form.
    • Apart from this, it enables us to view the Comparative Statement, Amendment, and Advance Contractors Payment TAB
    • Click on Qty field arrow to open Part Rate form in Work Order Form.

     

     

    INTERACTIVE DPR

     

     
     

    • In this form, we can update the progress on the schedule dates
    • Select Project, Sub Project, and WBS Group Name system will show all activities 
    • Open Progress pop-up and mention the work completion in Percentage or Qty
    • We can mention the Progress Project schedule task-wise, which is imported in the Project schedule using MSP import
    • If there is a delay in Project Progress, then we can mention the same in the Delay tab
    • Once the data has been entered in the Delay tab, it can be checked and Approved in the Project Delay form
    • Once Project Progress is updated it will be seen in the Daily Progress report form where it can be approved by responsible persons
    • In Interactive DPR along with the Progress report, we can also mention Labor and Equipment details



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