Getting Started,Tips and Tutorials,Troubleshooting

PMS Process

Author
Uddhav Kelaskar
3 min read Share

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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