Project Management Work Book

PROJECT MANAGEMENT WORKBOOK - TABLE
OF CONTENTS
This program helps project stakeholders to organize their teams and
activities
SPREADSHEETS DESCRIPTION
Data Filling out the Data sheet completes the header portion of all
1 remaining sheets in the project workb
Minicharter The Project Minicharter sheet can be used as a charter for small
2 projects or a summarization of a full char
Stoplight The Stoplight Report sheet contains a status report that can be 3used to keep sponsors, team members, an
Master Code Cost Code to organize your Cost Collection and Reporting 4
Budget The Budget sheet allows you to track original budget, expenditures
5 to date, and any cost variance.
CBA The Cost/Benefit Analysis sheet allows you to review the proposed
6 project and potential alternatives and m
Risks The Risk Management Matrix sheet allows you to identify, qualify,
7 quantify, and prioritize risks (events tha
OF CONTENTS
Issues The Issues Log sheet allows you to identify and monitor project8issues (unplanned events that have happe
Action The Action Items sheet allows you to track and monitor action items
9 assigned to team members. Action ite
Milestones The Deliverable Milestones sheet allows you to identify major deliverable
10 milestones and the due dates, o
WBS The Work Breakdown Structure sheet includes the activities that
11must be completed during a project, the e
Roster The Roster sheet provides contact information for all those involved
12 on the project.
R&R The Roles and Responsibilities sheet shows the primary role of13
team members, any deliverables in which
RAM The Resource Assignment Matrix sheet shows you what type of
14resource is responsible for, or somehow i
RCM The Resource Commitment Matrix sheet shows how many effort
15 hours each person on the project has be
A&C The Assumptions and Constraints sheet allows you to track project
16 assumptions and constraints.
Decision The Decision Log sheet allows you to track all major decisions 17
made during the course of the project.
Communitcat
OF CONTENTS
ions
The Communication Plan sheet allows you to detail your communication
18 plan: how you are going
Stake The Stakeholder Analysis sheet allows you to identify stakeholders,

19 their role, and their requirements.
Expectations The Expectations sheet allows you to identify and track the expectations
20 of various stakeholders.
Changes Log The Change Control Log sheet allows you to track all change requests
21 that are in process or finalized.
Deliverables The Deliverable Acceptance Log sheet allows you to track the 22
status of deliverable acceptances.
PERT The PERT Analysis sheet allows you to perform PERT analysis23on WBS tasks.
Delphi The Delphi Exercise sheet allows you to develop estimates for 24
WBS tasks through the Delphi technique.
TimeSum The Timesheet Totals sheet allows you to track effort hours of 25
your entire team by individual and by month
Timesheet The Timesheet can be used by each team member to submit effort
26 hours by activity, by month.
OF CONTENTS
Initial Project
Size The Initial Project Size Estimate sheet allows you to estimate, at
27high-levels (40,000 ft. view), the size of a
Estimate
Resource
Loading
The Resource Loading sheet allows you to identify the work
28 effort required, the duration, and the a
Quality
Metrics
The Project Quality Metrics sheet allows you to identify critical 29
success criteria, related quality metrics, and
PM Scope Graphic showing Project Management Scope for any project 30
CO Log Change Orders Log. Keep project variations on check to make31

sure all stakeholders are well-informed and
Cost
Breakdown
Project Cost Breakdown. Checklist to avoid missing some important
32 and costly issues.
Estimate
Checklist
Project Cost Estimate Form including more than 350 items of construction
33 cost.
PM Contract Project Management Contract format. Just in case PM of the

34 project or part of it is given to a consu
Start up
Checklist
Project Start up Checklist. Guidelines to make sure stakehoders
35do not forget anything right at the start of
Cost Plus Fix

Fee Contract
Cost Plus Fix Fee Contract format. Handy contract for subcontracting
36 works at the project site.
Change OF CONTENTS
Change Order Form 37
Order
Document
Submittal
Document Submittal Form 38
Daily
Equipment Daily Equipment Report Form. Track your equipment usage with
39 this template.
Report
Project
Directory Project Directory Form. Essential tool to have stakeholder geographical
40 and IT located.
Invoice Invoice Form 41

Employee
Report
Employee working hours and cost report 42
Request for
Clarification
Request for Clarification Form 43
Request for
Information
Request for Information (RFI) Might be one of the most used
44 templates in every project due to the
Request for
Inspection
Request for Inspection (RFIn) Important form needed to guarantee
45 inspections when needed and avoid pr
Shop
Drawing
Submittal
Shop drawings Submittal Control Spreadsheet. Follow up shop46
drawings submittals to guarantee their com
Ctrl
Shop OF CONTENTS
Drawing Shop Drawings Submittal Form. Handy template to customize your
47 shop drawings submittals
Submittal
Procurement
Plan of Procurement Plan of Action Template. Follow up procurement 48
of project materials and equipment in a sys
Action
Meeting
Ground Meeting Ground Rules Template. Gides the stakeholders on meetings
49 behavior and expectations.
Rules
Design
Design Organization Chart Template. Allows you plan your50design team without having to start fro
Orgchart
CPMT Construction Project Management Team Organization Chart.

51 Implement your team with the help of
CLAIMS
CAUSE &
EFFECT CLAIMS CAUSE & EFFECT MATRIX 52
MATRIX
PROJECT
RISKS PROJECT RISKS INVENTORY 53
INVENTORY
LABOR
OF CONTENTS
COMPETENC
Y Labor Competency Standards 54
STANDARD
PM
COMPETENC
Y
DEVELOPME Integrated Approach to PM Competency Improvement
55
NT
APPROACH
CRAWFORD
Crawford
ISHIKURA Ishikura Factor Table for Evaluating Roles
56
CIFTER
CRAWFORD
ISHIKURA
UNITS OF Crawford Ishikura Units of Competence 57
COMPETENC
E
CIFTER
SUMMARY
Crawford
OF UNITS, Ishikura Summary of Units, Elements and Performance
58 Criteria
ELEMENTS…
..
MANAGE OF CONTENTS
STAKEHOLD Manage Stakeholders Relationships 59
ERS
MANAGE
DEVELOPME
NT OF THE Manage Development of the Plan for the Project 60
PLAN
MANAGE
PROJECT Manage Project Progress 61
PROGRESS
MANAGE
PRODUCT
ACCEPTANC Manage Product Acceptance 62
E
MANAGE
PROJECT
TRANSITION Manage Project Transitions 63
S
EVALUATE &
IMPROVE
PROJECT Evaluate and Improve Project Performance 64
PERFORMA
NCE
PROCUREM
ENT Procurement Road Map 65
ROAD MAP
RESOURCE
OF CONTENTS
PLANNING Resource Planning Road Map 66
ROAD MAP
COST
ESTIMATING
& Cost Estimating and Budgeting Road Map 67
BUDGETING
ROAD MAP
COST
ACCOUNTIN
G ROAD Cost Accounting Road Map 68
MAP
RISK
MANAGEME
NT ROAD Risk Management Road Map 69
MAP
PROGRESS
MEASUREM
ENT Progress Measurement Road Map 70
ROAD MAP
COST
CONTROL Cost Control Road Map 71
ROAD MAP
OF CONTENTS
VA & VE
ROADValue Analysis & Value Engineering Road Map72
MAP
FORECASTI
NG Forecasting Road Map 73
ROAD MAP
FORENSIC
ANALYSIS Forensic Analysis Road Map 74
ROAD MAP
ET
SHE
EAD
SPR
THIS
TO
TO GO
GO
TO THISTO
SPREAD
SHEET
Data!A1
Mini Charter'!A1
Stoplight!A1
Master Code!A1
Budget!A1
CBA!A1
Risks!A1
ET
SHE
EAD
SPR
Issues!A1
THIS
TO
GO
Action!A1
TO
Milestones!A1
WBS!A1
Roster!A1
R&R'!A1
RAM!A1
RCM!A1
A&C'!Print_Area
Decision!A1
ET
SHE
EAD
SPR
Comm!A1
THIS
TO
GO
Stake!A1
TO
Expectations!A1
Chg Log'!A1
Deliver!A1
PERT!A1
Delphi!A1
TimeSum!A1
Timesheet!A1
ET
SHE
EAD
SPR
THIS
TO
Initial Project Size Estimate'!A1
GO
TO
Resource Loading'!A1
Quality Metrics'!A1
PM SCOPE'!A1
CO Log'!A1
Cost Breakdown'!A1
Estimate Checklist'!A1
PM Contract'!A1
Start up Checklist'!A1
Cost Plus Fix Fee Contract'!A1

ET
SHE
EAD
SPR
Change Order'!A1
THIS
TO
Document Submittal'!A1
GO
TO
Daily Equip. Report'!A1
Project Directory'!A1
Invoice!A1
Employee Report'!A1
Request for Clarification'!A1
Request for Information'!A1
Request for Inspection'!A1
Shop Drawings Submittal Ctrl'!A1

ET
SHE
EAD
SPR
Shop Drawing Submittal'!A1
THIS
TO
GO
TO
Procurement Plan of Action'!A1
Meeting Ground Rules'!A1
Design Orgchart'!A1
CPMT '!A1
Project Project title here
Project # Project # here
Project manager Project manager name here
Sponsor Sponsor name here
Project artifacts Location of project documents here
Last updated Date of update here
Last Rev.
Design by:
No. Architectural Drawings
No. Civil Drawings
No. Mechanical Drawings
No. Electrical Drawings
No. Interior Design Drawings
Architectural Specifications
Civil Specifications
Mechanical Specifications
Electrical Specifications
Interior Design Specifications
Traffic Studies
Soil Investigation
Accoustic Studies
BOQ
WBS
Cost Estimate
Feasibility Study
Schedule of Finishings
TO GET BACK TO MAIN MENU:
Info!A1
Project Charter
Project Project title here Project #
Project manager Project manager name here Sponsor
Project artifacts Location of project documents here Updated
Background
Business need and

business benefits
Objectives
Scope In Scope Out of Scope
Deliverables Deliverable Due Date
Flexibility matrix Scope

Schedule
Cost
Key considerations Risks
Assumptions & Constraints Category
Project Charter
Success criteria 1-
2-
3-
4-
5-
Signatures
Sponsor
Signature
Printed name
Date
Project manager
Signature
Printed name
Date
Project Charter
Project # here TO GET BACK TO MAIN MENU:
Sponsor name here
Date of update here Info!A1
Out of Scope
Due Date
Risks
Risk Description
Project Charter
Stoplight Report
Project Project title here Project # Project # here
Project manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Deliverables
1 2 3 4 5 6 7 8 9 10
Schedule
Scope
Cost
Risk
Issues
Planned completion
Est. completion
Management Alert
ID Situation Requiring Management Attention Action Plan Owner
Accomplishments During Reporting Period

Planned Date
ID Description of Accomplishment Completion Completed Owner Comments
Deliverables Title/Description Title/Description

1 6
2 7
3 8
4 9
5 10
Info!A1
MASTERCODE COST CODE SYST
GENERAL NOTES
1. L-M-S-R Labor - Material - Subcontract - Rental. (Category II)
2. Labor = Payroll Labor and Subcontract Labor (optional). (Category I)
3. Materials = Material only, including delivery and taxes. (Category I)
4. Subcontract = Labor & Material Subcontracts and Subcontract Labor (optional). (Category I)
5. Rental = Rental only, including delivery and taxes. (Category I)
6. None = Not Classified / Unclassified / No Class Assigned
7. N/A = Not Applicable
8. List Status = Account status in the Template File when 1st installed. (may be changed by user)
DIVISION 100 LAND & PROPERTY CLASS
100 Land/Property Acquisition None

110 Acquisition Expenses None
150 Development Costs None
160 Lot Mowing/Maintenance None
170 Carrying Costs - Loan Interest None
180 Carrying Costs - Property Taxes None
190 Carrying Costs - HOA Fees None
DIVISION 200 PRE-CONSTRUCTION CLASS
200 Site Surveys L-M-S-R

201 Property Inspections L-M-S-R
202 Soils Exploration L-M-S-R
205 Design Costs L-M-S-R
206 Engineering Fees L-M-S-R
207 Estimating Costs L-M-S-R
210 Construction Financing None
220 Project Insurance None
221 Builders Risk Insurance None
230 Building Permits/Fees None
231 Radon Gas Fee None
232 Arborist Fee None
233 Inspector Training Fee None
238 Other Permit Fees None
239 Reinspections None
240 Utility Deposits None
241 Water Connection Fee None
242 Sewer Connection Fee None
245 Utility Service Fee None
250 Impact Fees None
251 City Impact Fee None
252 Road Impact Fee None
253 Sewer Impact Fee None
254 Water Impact Fee None
255 School Impact Fee None
256 Police/Fire/Rescue Impact Fee None
257 Drainage Impact Fee None
258 Parks/Recreation/Library Imp Fee None
259 Solid Waste Impact Fee None
260 Field Office/Storage L-M-S-R
261 Job Signs L-M-S-R
262 Site Security & Safety L-M-S-R
265 Temporary Fencing L-M-S-R
266 Temporary Storage L-M-S-R
270 Temporary Utilities L-M-S-R
271 Temporary Electric L-M-S-R
272 Temporary Water L-M-S-R
273 Temporary Phone L-M-S-R
274 Temporary Gas Service L-M-S-R
275 Temporary Toilets L-M-S-R
280 Demolition L-M-S-R
281 Demolition Materials* Materials
282 Demolition Labor* Labor
283 Demolition Equipment Rental Rental
284 Saw Cutting L-M-S-R
285 Demolition Hauling / Dump Fees L-M-S-R
286 Existing Finish Protection L-M-S-R
288 Oil Tank Removal L-M-S-R
289 HazMat Removal L-M-S-R
290 Site Clearing L-M-S-R
291 Site Clearing Materials L-M-S-R
292 Site Clearing Labor L-M-S-R
293 Site Clearing Equip Rental L-M-S-R
295 Tree Trim & Removal L-M-S-R
296 Erosion Control L-M-S-R
DIVISION 300 STRUCTURAL CLASS
300 Excavating & Grading L-M-S-R

301 Excavation Blasting L-M-S-R
302 Dirt Hauling & Dumping L-M-S-R
303 Shoring & Pilings L-M-S-R
304 Soil Stabilization L-M-S-R
305 Fill Dirt / Gravel Materials
306 Compaction L-M-S-R
307 Compaction Testing L-M-S-R
308 Soil Treatment/Pest Control L-M-S-R
309 Radon Gas Abatement L-M-S-R
310 Concrete Form/Prep L-M-S-R
311 Concrete Form/Prep Materials* Materials
312 Concrete Form/Prep Labor* Labor
315 Concrete Reinforcing L-M-S-R
316 Concrete Reinforcing Materials* Materials
317 Concrete Reinforcing Labor* Labor
320 Concrete Work Contract
321 Concrete TruckMix Materials
322 Concrete Labor* Labor
323 Concrete Equip Rental* Rental
324 Concrete Crane Rental L-M-S-R
325 Concrete Pumping L-M-S-R
326 Concrete Precast L-M-S-R
327 Concrete Special Finishes L-M-S-R
329 Concrete Testing L-M-S-R
330 Concrete Structures L-M-S-R
331 Concrete Footers L-M-S-R
332 Concrete Foundations L-M-S-R
333 Concrete Columns
334 Concrete Decks L-M-S-R
335 Concrete Monolithic Slabs L-M-S-R
336 Concrete Floor Slabs L-M-S-R
337 Concrete Walls L-M-S-R
338 Concrete Tilt Up L-M-S-R
340 Masonry Contract
341 Masonry Materials* Materials
342 Masonry Labor* Labor
343 Masonry Equip Rental* Rental
344 Masonry Scaffolding L-M-S-R
345 Parging L-M-S-R
348 Foundation Waterproofing L-M-S-R
349 Foundation Drainage/Sump L-M-S-R
350 Masonry Structures L-M-S-R
351 Masonry Foundation Walls L-M-S-R
352 Masonry Retaining Walls L-M-S-R
353 Masonry Walls L-M-S-R
354 Masonry Columns L-M-S-R
355 Masonry Chimney L-M-S-R
356 Masonry Modifications L-M-S-R
360 Structural Steel L-M-S-R
361 Structural Steel Materials* Materials
362 Structural Steel Labor* Labor
364 Structural Steel Crane L-M-S-R
365 Steel - Shop Fabrications L-M-S-R
366 Steel - Field Welding L-M-S-R
370 Steel Structures L-M-S-R
377 Steel/Metal Stairs L-M-S-R
380 Rough Carpentry Contract
381 Rough Carpentry Materials* Materials
382 Rough Carpentry Labor* Labor
383 Rough Carpentry Tool Rental* Rental
384 Rough Carpentry Crane L-M-S-R
385 Special Wood Beams Materials
386 Structural Hardware Materials
387 Floor Trusses Materials
388 Roof Trusses Materials
390 Rough Carpentry Structures L-M-S-R
391 Wood Beams & Girders L-M-S-R
392 Floor Framing L-M-S-R
393 Exterior Wall Framing L-M-S-R
394 Roof Framing L-M-S-R
395 Interior Partitions & Blocking L-M-S-R
396 Wall Furring L-M-S-R
397 Stair/Landing Framing L-M-S-R
DIVISION 400 EXTERIOR FINISHES CLASS
400 Roofing L-M-S-R

401 Roofing Materials* Materials
402 Roofing Labor* Labor
403 Roofing Equip Rental* Rental
404 Asphalt Shingle Roofing L-M-S-R
405 Concrete/Clay Tile L-M-S-R
406 Slate Roofing L-M-S-R
407 Cedar Shake Roofing L-M-S-R
408 Metal Roofing L-M-S-R
409 Membrane/Built-up Roofing L-M-S-R
410 Exterior Swing Doors L-M-S-R
411 Sliding Glass Doors L-M-S-R
413 Basement Doors L-M-S-R
414 Special Doors L-M-S-R
415 Garage Doors L-M-S-R
416 Garage Door Opener L-M-S-R
419 Access Panels L-M-S-R
420 Windows L-M-S-R
421 Greenhouse Windows L-M-S-R
422 Glazing L-M-S-R
423 Stained/Etched Glass L-M-S-R
424 Entrances/Storefront L-M-S-R
425 Glass Block Windows L-M-S-R
429 Skylights/Roof Windows L-M-S-R
430 Building Wrap L-M-S-R
431 Exterior Millwork L-M-S-R
432 Molded Foam Trim L-M-S-R
435 Wood Siding & Trim L-M-S-R
436 Wood Siding & Trim Materials* Materials
437 Wood Siding & Trim Labor* Labor
440 Face Brick L-M-S-R
441 Face Brick Materials* Materials
442 Face Brick Labor* Labor
444 Brick Tuckpointing L-M-S-R
445 Stonework L-M-S-R
446 Stonework Materials* Materials
447 Stonework Labor* Labor
449 Precast Ornamental Concrete L-M-S-R
450 Stucco L-M-S-R
451 Stucco Materials* Materials
452 Stucco Labor* Labor
455 Textured Coatings L-M-S-R
456 Water & Damproofing L-M-S-R
457 Special Caulking L-M-S-R
460 Exterior Painting L-M-S-R
461 Exterior Painting Materials* Materials
462 Exterior Painting Labor* Labor
465 Spraytech Coatings L-M-S-R
470 Aluminum Siding L-M-S-R
471 Alum Soffit & Fascia L-M-S-R
475 Aluminum Railings L-M-S-R
476 Aluminum Screen Doors L-M-S-R
479 Gutters & Downspouts L-M-S-R
480 Vinyl Siding L-M-S-R
481 Vinyl Soffit & Fascia L-M-S-R
485 Shutters L-M-S-R
489 Awnings L-M-S-R
490 Ornamental Iron L-M-S-R
491 Chimney Cap L-M-S-R
DIVISION 500 INTERIOR FINISHES CLASS
500 Insulation L-M-S-R

504 Fireproofing L-M-S-R
505 Metal Stud L-M-S-R
506 Metal Stud Materials* Materials
507 Metal Stud Labor* Labor
509 Soundproofing L-M-S-R
510 Drywall L-M-S-R
511 Drywall Materials* Materials
512 Drywall Labor* Labor
515 Fiberglass Panels L-M-S-R
516 Lath & Plastering L-M-S-R
517 Ornamental Plaster L-M-S-R
520 Finish Carpentry L-M-S-R
521 Finish Carpentry Materials* Materials
522 Finish Carpentry Labor* Labor
525 Interior Doors L-M-S-R
526 Fire Doors L-M-S-R
530 Wood Mouldings L-M-S-R
531 Wood Shelving L-M-S-R
535 Wood Stairs & Rails L-M-S-R
536 Attic Stairs L-M-S-R
537 Paneling/Planking L-M-S-R
539 Fireplace Mantle/Trim L-M-S-R
540 Cabinets & Vanities L-M-S-R
541 Cabinetry Materials* L-M-S-R
542 Cabinetry Labor* L-M-S-R
544 Special Millwork L-M-S-R
545 Formica Countertops L-M-S-R
546 Solid Surface Countertops L-M-S-R
547 Stone Countertops L-M-S-R
548 Cultured Marble Tops L-M-S-R
549 Cultured Marble Work L-M-S-R
550 Painting L-M-S-R
551 Painting Materials* Materials
552 Painting Labor* Labor
554 Faux Finishes L-M-S-R
555 Wallpaper L-M-S-R
556 Wallpaper Materials* Materials
557 Wallpaper Labor* Labor
560 Suspended Ceilings L-M-S-R
561 Suspended Ceiling Materials* Materials
562 Suspended Ceiling Labor* Labor
565 Acoustical Ceilings L-M-S-R
566 Metal Ceilings L-M-S-R
569 Illuminated Ceilings L-M-S-R
570 Ceramic Tile L-M-S-R
571 Ceramic Tile Materials* Materials
572 Ceramic Tile Labor* Labor
574 Tile Counters L-M-S-R
575 Glass Block L-M-S-R
578 Tile/Marble Window Sills L-M-S-R
579 Ceramic Fireplace Finishes L-M-S-R
580 Tile Flooring L-M-S-R
581 Vinyl Flooring L-M-S-R
582 Wood Flooring L-M-S-R
583 Wood Floor Refinishing L-M-S-R
584 Marble Flooring L-M-S-R
585 Stone/Slate Flooring L-M-S-R
586 Terrazzo Flooring L-M-S-R
587 Brick/Paver Flooring L-M-S-R
588 Concrete Floor Refinishing L-M-S-R
589 Carpeting L-M-S-R
590 Door Hardware L-M-S-R
591 Mirrors L-M-S-R
592 Medicine Cabinets L-M-S-R
593 Shower Enclosures L-M-S-R
594 Bath Accessories L-M-S-R
595 Wire Shelving L-M-S-R
596 Metal Shelving L-M-S-R
597 Closet Systems L-M-S-R
598 Fabricated Plastics L-M-S-R
599 Finish Metals L-M-S-R
DIVISION 600 MECHANICAL & CSI CLASS
600 Plumbing System L-M-S-R

601 Plumbing Fixtures Material
602 Special Tubs Material
603 Water Heater Material
604 Plumbing Utility Connections Material
605 Solar Water Heating Sys L-M-S-R
606 Gas Transmission System L-M-S-R
607 Boiler/HW Heating System L-M-S-R
610 HVAC System L-M-S-R
611 Oven/Dryer/Bath Venting L-M-S-R
612 Attic/Whole House Fans L-M-S-R
614 Electrostatic Filter System L-M-S-R
615 Sheet Metal Work L-M-S-R
616 Duct Cleaning L-M-S-R
619 Prefab Fireplaces L-M-S-R
620 Electrical System L-M-S-R
621 Lighting Fixtures Material
622 Ceiling Fans Material
624 Electrical Utility Connections Material
625 Door Chime System Material
626 CATV/Antenna System L-M-S-R
627 Telephone/PBX System L-M-S-R
628 Computer Wiring L-M-S-R
629 Low Voltage Lighting L-M-S-R
630 Security System L-M-S-R
631 Safes & Vaults L-M-S-R
632 Intercom/Sound System L-M-S-R
634 Lightning Protection System L-M-S-R
635 Smoke Detection System L-M-S-R
636 Fire Extinguishers L-M-S-R
637 Fire Alarm System L-M-S-R
638 Fire Sprinkler System L-M-S-R
639 Central Vacuum System L-M-S-R
640 Appliances L-M-S-R
641 Refrigerator/Freezer L-M-S-R
642 Stove/Range L-M-S-R
643 Range Hood L-M-S-R
644 Garbage Disposal L-M-S-R
645 Dishwasher L-M-S-R
646 Microwave Oven L-M-S-R
648 Clothes Washer L-M-S-R
649 Clothes Dryer L-M-S-R
650 SPECIALTIES (Div 10) L-M-S-R
660 EQUIPMENT (Div 11) L-M-S-R
670 FURNISHINGS (Div 12) L-M-S-R
671 Window Treatments L-M-S-R
672 Manufactured Casework L-M-S-R
673 Rugs & Mats L-M-S-R
680 SPECIAL CONST (Div 13) L-M-S-R
681 Greenhouses L-M-S-R
682 Gazebos L-M-S-R
690 CONVEYING SYSTEMS (Div 14) L-M-S-R
691 Residential Elevator L-M-S-R
692 Dumb Waiter L-M-S-R
693 Wheelchair Lifts L-M-S-R
DIVISION 700 SITE IMPROVEMENTS CLASS
700 Septic System L-M-S-R

701 Well & Pump L-M-S-R
702 Water Meter L-M-S-R
705 Drainage System L-M-S-R
710 Concrete Curb/Gutter L-M-S-R
715 Asphalt Paving L-M-S-R
716 Pavement Marking L-M-S-R
720 Final Grading L-M-S-R
730 Concrete Flatwork L-M-S-R
731 Concrete Flatwork Materials* L-M-S-R
732 Concrete Flatwork Labor* L-M-S-R
735 Driveways/Aprons L-M-S-R
736 Patios/Sidewalks L-M-S-R
737 Special Concrete Finishes L-M-S-R
738 Brick Pavers L-M-S-R
739 Flagstone L-M-S-R
740 Exterior Wood Structures L-M-S-R
741 Ext. Wood Structure Materials* L-M-S-R
742 Ext. Wood Structure Labor* L-M-S-R
750 Exterior Sundeck L-M-S-R
751 Exterior Wood Stairs L-M-S-R
752 Exterior Wood Railings L-M-S-R
753 Wood Patios/Walkways L-M-S-R
759 Dune Crossovers L-M-S-R
760 Fencing L-M-S-R
765 Mailboxes L-M-S-R
766 Signage / House Numbers L-M-S-R
770 Landscaping L-M-S-R
771 Landscaping Materials* L-M-S-R
772 Landscaping Labor* L-M-S-R
775 Irrigation System L-M-S-R
776 Landscape Plantings L-M-S-R
777 Sod & Seeding L-M-S-R
779 Landscape Lighting L-M-S-R
780 Pool/Spa Construction L-M-S-R
783 Pool/Spa Re-Decking L-M-S-R
784 Pool/Sap Re-Marcite L-M-S-R
785 Pool/Spa Deck Coatings L-M-S-R
786 Chattahoochee/River Rock L-M-S-R
790 Screening / Screen Rooms L-M-S-R
DIVISION 800 PROJECT OVERHEAD CLASS
800 Site Supervision L-M-S-R

801 Supervision Bonus L-M-S-R
802 Associate Bonus L-M-S-R
805 Project Management L-M-S-R
810 Rough Cleanup L-M-S-R
811 Trash Removal/Dumpster L-M-S-R
812 Dump Fees L-M-S-R
815 Final Cleaning L-M-S-R
816 Material Protection L-M-S-R
817 Special Testing L-M-S-R
819 General Purpose Scaffolding L-M-S-R
820 Builders Risk Insurance None
821 Liability Insurance Impact None
822 Worker's Comp Impact None
823 Licensing Cost Impact None
830 Bonding Costs None
831 Warranty Program None
832 Legal Expenses (project only) None
833 Accounting Costs (project only) None
834 Administration & Clerical None
835 Blueprints / Copies None
836 Photography None
840 Travel Expenses None
845 Vehicle Expenses None
850 Materials Acquisition & Dist. L-M-S-R
855 Off Site Storage (project only) L-M-S-R
860 Minor Medical None
865 Refreshments / Ice None
870 Consumable Tools None
880 Final Punchout L-M-S-R
885 Final Move-in & Set-up L-M-S-R
890 Warranty Service L-M-S-R
891 Warranty-Materials* Material
892 Warranty-Labor* Labor
893 Warranty-Rental* Rental
DIVISION 900 SALES & MARKETING CLASS
900 Marketing / Advertising L-M-S-R

901 Promotional Signage L-M-S-R
902 Decorating L-M-S-R
905 Buyers Incentives None
906 Permanent Utilities (for buyer) None
910 Closing Costs None
911 Title Insurance None
912 Final Appraisal None
913 Foundation Check L-M-S-R
914 Final Inspections L-M-S-R
915 Final Surveys L-M-S-R
916 Bank Inspections None
918 Permanent Loan Points None
919 Other Closing Costs None
920 Sales Commissions - In House None
921 Sales Commissions - Outside None
930 Construction Loan Points None
931 Construction Loan Interest None
932 Post Construction Interest None
935 Investor Profit Share None
940 Maintenance L-M-S-R
950 Late Completion Costs None
960 General Stock Materials None
970 Small Job Costs L-M-S-R
971 Small Jobs - Materials* Materials
972 Small Jobs - Labor* Labor
973 Small Jobs - Rentals* Rental
974 Small Jobs - Overhead None
980 Miscellaneous Job Cost L-M-S-R
981 Miscellaneous Materials* Materials
982 Miscellaneous Labor* Labor
983 Miscellaneous Rental* Rental
984 Miscellaneous Job Overhead None
990 Perm Uncategorized Costs L-M-S-R
991 Perm Uncategorized Materials* Materials
992 Perm Uncategorized Labor* Labor
993 Perm Uncategorized Rentals* Rental
994 Perm Uncategorized Job Overhead None
999 Temp Unidentified Job Costs L-M-S-R
OST CODE SYSTEM
AL NOTES
Info!A1
. (Category I)
hanged by user)
LIST STATUS NOTES
LIST STATUS NOTES

LIST STATUS NOTES
LIST STATUS NOTES
LIST STATUS NOTES
LIST STATUS NOTES
LIST STATUS NOTES
LIST STATUS NOTES

LIST STATUS NOTES
ACK TO MAIN MENU:
Budget
Budget Status
Approved Budget Planned Expenditures to Date Actual Expenditures to Date Variance
$0.00 $0.00 $0.00 $0.00
Planned Remaining Budget Actual Remaining Budget Variance
$0.00 $0.00 $0.00
Additional $ needed
Budget Details
Internal Expenses
Salaries Hourly Rate # Hours Total Cost
Type of resource $0.00 0.00 $0.00
Other Internal Expenses Total Cost
Type of expense $0.00
Total Internal Expenses $0.00
External Expenses
Consulting Costs Total Cost
Type of consulting $0.00
Capital Expenditures Total Cost
Total External Expenses $0.00
Budget
Total Budget $0.00
Info!A1
Cost/Benefit Analysis
Project Development and Maintenance Costs

Description FY01 FY02 FY03 FY04 FY05 Total
Cost of Project Development
Salaries
Other internal expenses
Consulting costs
Capital expenditures
Total project costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Cost of Support
Operational costs
Nonrecurring costs
Recurring costs
Total ongoing support costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Benefits/Savings
Current Process FY01 FY02 FY03 FY04 FY05 Total
Total annual price
New Process
Total annual price
Annual savings $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Cumulative savings $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Cumulative costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Cumulative total net savings $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Future Value
Present Value Interest Rate # Periods Future Value
0 0.00 0 $0.00
Present Value
Future Value Interest Rate # Periods Present Value
$0.00 $0.00
Cost/Benefit Analysis
Net Present Value

Period Cash Flow Present Value
1
2
3
4
5
Totals $0.00 $0.00
Project development cost $0.00
Net present value $0.00
Info!A1
Risk Management Matrix (Risk Register)
Detectability
Importance
Probability
Impact
Risk Response and Date Date to
ID Risk Description Category Trigger Event/Indicator Contingency Plan Owner Status
Description Entered Review
What act or event initiates How will you respond to If the risk becomes a
Who
either the risk occurrence or this risk and what actions reality, what will you do in
What is this risk? 0 monitors
precipitates the response will you take to match that response, as a backup, or
this risk?
strategy? response? alternative/ workaround?
1
2 0
3 0
4 0
5 0
6 0
7 0
8 0
9 0
10 0
11 0
12 0
13 0
Risk Management Matrix (Risk Register)
14 0
15 0
Info!A1
Issues Log
Importance
Date Date to Date
ID Issue Description Project Impact Action Plan/Resolution Owner
Entered Review Resolved
How will this impact scope, How do you intend to deal with Who manages
1 What is the issue?
schedule & cost? this issue? this issue?
10
11
Issues Log
12
13
14
15
Info!A1
Action Items
Date Planned Actual

ID Action Item Owner Status
Entered Completion Completion
Who manages
1 What is the item to be completed?
this issue?
10
11
12
13
14
15
Action Items
oject # here TO GET BACK TO MAIN MENU:
ponsor name here
ate of update here Info!A1
Comments
Deliverable Milestones
Planned Actual
ID Milestone Description Objectives Assumptions Constraints
Completion Completion
10
11
12
13
14
15
Deliverable Milestones
Info!A1
Work Breakdown Structure
Dependencies
Effort Planned Estimate to
ID Task Status Cost Start Date Actual Completion Resource
Hours Completion Completion
1 ID # of task
10
11
12
13
14
15
Work Breakdown Structure
Info!A1
Roster
Core/
Name Extended Title Dept. Phone Cell Phone E-Mail Project Role
Team
000.000.0000 000.000.0000
Core/
Name Extended Title Dept. Phone Cell Phone E-Mail Project Role
Team
Info!A1
Roles and Responsibilities
% Assigned
Core/
Deliverables Other Project
Name Extended Deliverables Leading Project Role Responsibility
Participating On Assignments
Team
Roles and Responsibilities
Info!A1
Resource Assignment Matrix
Data Staging Programmer

Tech Support Specialist
Tech/Security Architect
Business Project Lead
Data Staging Designer

Business Sys. Analyst
Business End Users
Business Sponsor
Appl'n Developer
Project Manager
Business Driver
Project Task
Data Steward
Data Modeler
IS Sponsor
Educator
DBA
Project Management and Requirements
Initiation
1 Develop preliminary project scope
2 Identify business need
3 Develop preliminary budget
4 Identify preliminary return on investment
5 Complete project charter
Planning
1 Establish project identity
2 Identify project team/resources
3 Conduct stakeholder analysis
4 Prepare draft project schedule
5 Conduct project kickoff meeting
6 Gather detailed user requirements
7 Define current business processes (as is)
8 Revise project schedule
9 Develop project communication plan
10 Develop project organizational structure
11 Identify training plan
12 Develop project quality plan
13 Develop scope management plan
14 Develop risk management plan
15 Develop change management plan
16 Develop cost management plan
17 Develop schedule management plan
18 Develop technical specifications
19 Develop technical architecture
20 Conduct project procurement
21 Finalize project budget
22 Finalize return on investment
23 Ongoing project management
Execution
1 Develop training materials
2 Execute communication plan
3 Develop software
4 Develop new business processes (to be)
5 Deploy new software
6 Conduct training
Closing
1 Get deliverable acceptance
2 Close out contracts
3 Finalize budget
4 Finalize return on investment
5 Conduct closure survey
6 Conduct/document lessons learned
7 Archive project
Legend
Creates the deliverable C1: primary creator; C2: contributor
Input required I
Reviews the deliverable R
Approves the deliverable A
Notified when the deliverable is complete N
Owns the deliverable upon completion O
Info!A1
QA Analyst
Resource Commitment Matrix
Effort Hours Committed

Names Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Total
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Resource Commitment Matrix
0
Total 0 0 0 0 0 0 0 0 0 0 0 0 0
Info!A1
Assumptions and Constraints
ID Description Comments Type Status Date Entered
10
11
12
13
14
15
Assumptions and Constraints
Decision Log
ID Decision Description Comments Owner Status Date Entered
10
11
12
13
14
15
Decision Log
Info!A1
Communication Plan
Recipient/
ID Communication Description Frequency Format Owner
Attendees
What is the description of the contents/purpose of

1 What type of communication is this? this communication? Who sends? Who gets?
10
11
12
13
14
15
16
Communication Plan
17
Info!A1
Stakeholder Analysis
Project Manager Project manager name here Sponsor Sponsor name here
Project Artifacts Location of project documents here Updated Date of update here
Risk
ID Stakeholder Role Impact Influence Needs
Tolerance
10
11
12
13
14
15
Stakeholder Analysis
Info!A1
Responsibility
Expectations
ID Expectation Description Source Must Have Want to Have Nice to Have Date Identified
Expectations
Info!A1
Change Control Log
Priority
Date Included in
ID Change Description Originator Date Entered Evaluator Status Date Paid
Assigned Rev. #
10
11
12
13
14
15
Change Control Log
Info!A1
Deliverable Acceptance Log
Date of
ID Deliverable Description Comments Evaluator Status
Decision
10
11
12
13
14
15
Deliverable Acceptance Log
Info!A1
PERT Analysis
Most PERT Standard +1 Std -1 Std +2 Std -2 Std +3 Std

ID Task Min Max
Likely Estimate Deviation Dev Dev Dev Dev Dev
5.00 3.00 8.00 5.17 0.83 0.83 -0.83 1.67 -1.67 2.50
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
PERT Analysis
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
PERT Analysis
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
e TO GET BACK TO MAIN MENU:
me here
te here Info!A1
-3 Std
Dev
-2.50
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Delphi Exercise
Task Sample task here

Team members Name 1 Name 2 Name 3 Name 4 Name 5 Name 6 Name 7 Name 8 Total Average
Most likely 0 #DIV/0!
Minimum 0 #DIV/0!
Maximum 0 #DIV/0!

Minimum 0 #DIV/0!
Maximum 0 #DIV/0!

Minimum 0 #DIV/0!
Maximum 0 #DIV/0!

Minimum 0 #DIV/0!
Maximum 0 #DIV/0!

Minimum 0 #DIV/0!
Delphi Exercise
Maximum 0 #DIV/0!
Delphi Exercise
Minimum 0 #DIV/0!
Maximum 0 #DIV/0!

Minimum 0 #DIV/0!
Maximum 0 #DIV/0!

Minimum 0 #DIV/0!
Maximum 0 #DIV/0!

Minimum 0 #DIV/0!
Maximum 0 #DIV/0!

Minimum 0 #DIV/0!
Maximum 0 #DIV/0!
Delphi Exercise
Minimum 0 #DIV/0!
Maximum 0 #DIV/0!
Info!A1
Timesheet Totals
Effort Hours Spent

Name Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Total
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Timesheet Totals
Total 0 0 0 0 0 0 0 0 0 0 0 0 0
Info!A1
Timesheet
Name Insert name here

Effort Hours Spent
Task Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Total
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Timesheet
0
Total 0 0 0 0 0 0 0 0 0 0 0 0 0
Info!A1
Initial Project Size Estimate
Scope Estimate
Technology Systems Impacted
1 to 2 3 to 5 6 or more
Less than 50 Automatically do; no approval needed

# of Business
Requirements 51 - 100
100 or more Approval required
Cost Estimate
# of Resources Involved
Less than 10 11 to 50 51 or More
Less than 50 Automatically do; no approval needed

# of Business
Requirements 51 - 100
100 or more Approval required
Cost Estimate
# of Resources Involved
Less than 10 11 to 50 51 or More
Low Avoid
Benefit
Medium
High Automatically do; no approval needed

Info!A1
Resource Loading
Estimate of Total
ID Names Activity Duration Commitment Level Total
Effort
0
Estimate of Total
ID Names Activity Duration Commitment Level Total
Effort
Total 0 0 0 0
Info!A1
Project Quality Metrics
Critical Success
ID Potential Quality Metric Priority Metric Target Action Plan
Criteria
Info!A1
Action Plan
Info!A1
Change Order Log
Date:
Owner:
Contract amt:
Project name:
S = Submitted A = Approved
C.O.
number Description Amount
Info!A1
No:
S = Submitted A = Approved R = Rejected
Schedule Status
change S A R
Page of
Cost Breakdown
Date:
Sponsor:
Building ID:
Project name:
Location:
Trade item Cost Trade description

1 Concrete
2 Masonry
3 Metals
4 Rough carpentry
5 Finish carpentry
6 Waterproofing
7 Insulation
8 Roofing
9 Sheet metal
10 Doors
11 Windows
12 Glass
13 Lath & plaster
14 Drywall
15 Tile work
16 Acoustical
17 Wood flooring
18 Resilient flooring
19 Painting & decorating
20 Specialties
21 Special equipment
22 Cabinets
23 Appliances
24 Blinds & shades, artwork
25 Carpets
26 Special construction
27 Elevators
28 Plumbing & hot water
29 Heat & ventilation
30 Air conditioning
31 Electrical
32 Subtotal (Structures)
33 Accessory structures
34 Total (Lines 32 & 33)
35 Earthwork
36 Site utilities
37 Roads & walks
38 Site improvements
39 Lawns & planting
40 Unusual site conditions Non Residential & Special
41 Total land improvements Exterior Land Improvement
42 Tl struct & land improvements Description Est. cost
43 General requirements
44 Subtotal (Lines 41 and 42)
45 Builder's overhead
46 Builder's profit TOTAL: $ _____________
47 Subtotal (Lines 44 thru 46) Other fees
48
49 Other fees
50 Bond premium
51
52 Builder's profit paid by
means other than cash
TOTAL: $ _____________
By: _________________
By: _________________
Processing Analyst
Chief, Cost Branch or Cost Analyst

Info!A1
Trade description
Offsite Costs
(Not inc. in trade item breakdown)
Description Est. cost
TOTAL: $ _____________
Demolition
(Not inc. in trade item breakdown)
Description Est. cost
TOTAL: $ _____________
Date: ________________
Date: ________________
Date: ________________
Date: ________________
Date: ________________
Estimate Checklist
Task Materials Labor
description Unit Amt. Cost Total Unit Amt. Cost
Planning & initialization

Building permits
Construction heating
Inspection fees
Office trailer setup
Plans
Safety barriers
Sewer connection fee
Temporary power
Water meter fees
Other
Site work
Backfill & grading
Basement excavation
Earth imported/export
Footings excavation
Off site improvements
Sewer lateral/waterline
Site preparation
Soil treatment
Other
Concrete
Flatwork
Footings
Foundation
Additives
Area wells
Bolts
Chamfer strips
Cold joint
Columns
Drayage
Expansion joint
Form oil & cleaner
Forms & whalers
Forms, stakes, braces
Poly/visqueen
Rebar-1/2" @ft.
Rebar-3/8" @ft.
Rebar-5/8" @ft.
Rebar-7/8" @ft.
Rental equipment
Straw/hay
Ties & tie wire
Waterproofing foundation
Window & door bucks
Wire mesh
Other
Rough lumber
Studs 2 x 4
Studs 2 x 6
Trusses
Fir 2 x 8 x 8
Fir 2 x 8 x10
Fir 2 x 8 x12
Fir 2 x 8 x14
Fir 2 x10 x10
Fir 2 x10 x12
Fir 2 x10 x14
Fir 2 x12 x10
Fir 2 x12 x12
Fir 2 x12 x14
Fir 2 x12 x _________
1 x 4 #2 Grade
1 x 6 #2 Grade
1 x 8 #2 Grade
1 x 10 #2 Grade
Post-4 x 4"
Post-6 x 6"
Glulam
Plywood 3/8"
Plywood 1/2"
Plywood 5/8"
Plywood 3/4"
Plywood T & G 5/8"
Plywood T & G 3/4"
Fascia
Soffit
Frieze
Caulking & sealants
Builders adhesive
Scaffolding
Equipment rental
Nails 16d box
Nails 16d nail gun
Nails 8d box
Nails 8d nail gun
Nails 16d duplex
Nails 8d duplex
Nails-finish (rough only)
Bolts, washers, nuts
Framing connectors
Saddles
Staples air gun
Other
Roofing
Built-up
Tile
Shake
Cedar
Drying-in
Felt-#15
Felt-#30
Ice & water shield
Flashing & counter F.
Drip edge
Valley tin
Roof jacks & vents
Galv. roof nails-3/4"
Galv. roof nails-1-1/2"
Simplex nails
Roofing cement
Other
Insulation
Walls
Ceiling
Miscellaneous insulation
Radiant barrier
Vapor barrier
Drywall
Corner bead
Drytite nails-@ lb.
Hot mud
J-Metal
Knife blades
Masking supplies
Perfa-tape
Quick-tape
Topping-boxes
Other
Finish carpentry
Base molding
Chair rail
Crown molding
Doors
Door casing
Front door
3/0 Exterior
2/8 Exterior
Fire rated/self-closing
3/0 Hollow C. interior
2/8 H. C. interior
2/6 H. C. interior
2/4 H. C. interior
2/0 H. C. interior
Bi-fold 7'
Bi-fold 6'
Bi-fold 5'
Bi-fold 4'
By-pass 7'
By-pass 6'
By-pass 5'
By-pass 4'
Pocket 3/0
Pocket 2/8
Pocket 2/6
Pocket 2/4
Specialty doors
Garage door
Shelving 1 x12
Shelving 1 x16
1 x 4" Pine
1 x 6" Pine
1 x12" Pine
3/4" Ply/pressed wood
Shims
Keyed locks
Deadbolts
Privacy locks
Passage locks
Other locks/latches
Pulls & catches
Door bumpers/stops
Towel bars/rings
Paper holders
Soap dishes
Closet rods
Robe hooks
Other bathroom hardw.
Door viewer
House numbers
Mail box
Garage door operator
Thresholds
Weatherstripping
Screen doors
Other
Wall coverings
Acoustical ceiling tile
Ceramic tile
Masking supplies
Paint rollers/brushes
Paint-alcohol sealer
Paint-latex
Paint-oil
Paint-PVA
Paneling (sheets)
Sandpaper, caulking, etc.
Stain & varnish
Textured paints
Wainscot
Wallpaper tools/glue
Wallpaper/border (rolls)
Other
Floor covering
Area rugs
Asphalt/rubber tile
Base (rubber)
Carpet glue
Carpet tool rental
Carpets
Ceramic tile
Concrete sealer
Cove
Hardwoods/parquet
Linoleum
Linoleum glue
Metal trim
Nails & glue
Other exterior carpets
Other floor paint
Padding
Quarry tile
Rock
Roller & blades
Seam filler
Seam tape
Staples
Synthetic turf
Tack strips
Other
Glazing
Windows
Patio sliding door
Stained glass
Sandblast/etched glass
Other glazing
Specialty glass
Mirrors
Medicine cabinets
Skylights
Other
Masonry
Fireplace
Fireplace face
Veneer
Masonry sidewalks/paths
Fence
Other
Plumbing
Rough
Finish
Jacuzzi - spa
Shower stall
Tub - enclosure
Extra water heaters
Fixture allowance
Water softener
Sprinkling system/rough
Other
HVAC
Furnace & distribution
Attic vents
Bathroom vents
Kitchen vent
Other vents
Evaporative cooler
Air conditioning
Special controls
Area heater
Wood-burning stove
Fireplace - gas log
Fireplace blower
BBQ grill
Humidifier
Electronic air purifier
Other
Electrical
Rough
Finish
Light fixture allowance
Landscape light(s)
Connect HVAC, etc.
Doorbell/chime
Security system
TV/stereo system/antenna
Intercom system
Computer system
Smoke/fire alarm system
Telephone installation
Other
Cabinets
Kitchen cabinets
Bath cabinets
Linen closets
Bookshelves
Pantry
Clothes chute
Garage - cabinets
Garage - workbench
Other
Hard surfaces/counters
Ceramic tile
Corian
Extra materials
Plastic laminate bid
Synthetic marble
Other
Appliances
Countertop unit
Dishwasher
Disposal
Freezer
Microwave oven
Range
Range hood
Refrigerator
Separate oven(s)
Trash compactor
Under cabinet units
Other
Exterior wall coverings

Gutter & downspout
Rock
Siding
Stucco
Other
Decorating
Decorator fee
Model home furnishing
Other
Landscaping
Bark/gravel/rock
Boxes/borders/pots
Flowers
Fountain
Grading
Irrigating
Shrubs
Sod/lawn
Topsoil
Trees
Yard light
Other
Misc. & other structures

Breezeway
Decking
Fence - block @ ft.
Fence - chainlink @ ft.
Fence - other
Fence - prefab concrete
Fence - wood @ ft.
Final cleanup
Gazebo
Glass breakage allowance
Greenhouse
Interest incurred
Lattice
Ornamental iron
Railing
Shed
Signs
Theft
Vandalism
Other ___________
Other ___________
Other ___________
Subtotals:
Contingency
Overhead
Profit
Total estimate
Info!A1
abor Sub bids/ Task Notes/
Total Equip. rental total allowances

Contingency ______%
Overhead ______%
______%
Total estimate
Project Management Contract
Date:
Owner:
Project name:
Project number:
This agreement is made this ______ day of ________________, 19____ by and between
______________________________________, hereinafter called the Owners, whose address is
______________________________________, and __________________________, hereinafter
called the Project Manager, Contractor's License No. ___________, whose address is___________
___________________________________________________________________________________
The parties above hereby agree as follows:
The Project Manager agrees to manage and see to completion in an excellent and substantial
manner, the construction of a single family residence (herein called the "Project") for
_________________________ upon the real property located at __________________.
The Project Manager's roles and responsibilities are to be as follows:
Pre-construction phase
1. Assist in finding a lender;
2. Obtain all necessary permits and handle all interface with the building department
(general, grading, electrical, mechanical, plumbing, etc.);
3. Provide a complete materials takeoff (bill of materials) for lumber and framing
hardware;
4. Coordinate the bidding process with at least three bids per each major craft;
5. Act as the clearing house for information to bidding subs;
6. Check up on the references of each subcontractor;
7. Assemble presentation to the lender;
8. Provide a detailed cost breakdown sheet for the lender;
9. Develop a critical path time line with completion of the living space targeted for
;
10 . Act as the contractor of record with the lender;
11 . Recommend to the Owners the most qualified and reasonably priced subcontractor
for each phase of construction based on the bids submitted;
12 . Finalize the contract documents with each sub, making sure everything is
"spelled out";
13 . Develop a list of contract addenda covering areas of payment disbursment, safety,
worker's compensation, cleanup, and craftmanship standards.
Construction phase
Goal: Make sure something progresses on the job site every working day in
order to get the _________________ into their new home by ____________.
The Project Manager will see to it that the Project is constructed and completed in strict
conformance with the plans and specifications and that all laws, ordinances, rules, and
regulations of the applicable governmental authorities are adhered to. Further, he agrees to:
1. Be the Owners' "eyes and ears in the field";
2. Meet with Owners on a regular basis to review progress;
3. Coordinate all utilities hookups;
4. Coordinate with the geologist and/or soils engineer;
5. Coordinate with the grader;
6. Supervise day-to-day construction, making sure the Project is built as intended by
the Owners and the Designer as per plans;
7. Make sure neighbors' property is respected;
8. Ensure subs maintain the highest degree of craftsmanship;
9. Schedule subs and suppliers;
10 . Review workers' comp. of each sub--have a Certificate of Workers' Comp. sent
to Project Manager by their carrier;
11 . Coordinate incidental day labor;
12 . Keep track of change orders;
13 . Verify lumber and materials deliveries to make sure we get what we ordered;
14 . Authorize payment of subs based upon ongoing review of their work;
15 . Obtain lien releases;
16 . Provide on-site problem-solving with subs;
17 . Coordinate with interior designer's installation;
18 . Call for and handle inspections and interface with Building Department;
19 . Make sure the job site is cleaned on a regular basis (Owners to provide manpower or
funds for labor);
20 . Insist that all workers maintain the highest safety standards;
21 . Pass along to the Owners any discounts the Project Manager is entitled to as a
General Contractor without charging any markups.
The Owner's roles and responsibilities are to be as follows:

1. Finalize negotiations with a lender and secure the construction loan;
2. Apply for and pay for the General Building Permit. All other permits are to be paid
for and taken out by each respective subcontractor;
3. All construction expenses are to be borne by the Owners. The Project Manager is
not to be held liable for any unpaid bills;
4. Sign all contracts with each subcontractor upon the recommendations of the Project
Manager;
5. Clear through Project Manager any work or changes on the project;
6. Maintain an account for incidental purchases (petty cash)--Project Manager will
keep track of these expenses;
7. Provide a job site phone upon commencement of rough grading (cost included in the
construction loan);
8. Provide a temporary construction field office available to the Project Manager upon
commencement of rough grading (cost included in the construction loan);
9. Accept the liability for theft or destruction of building materials;
10 . Provide ALL the appropriate insurances (public liability, course of construction, fire,
theft, etc.);
11 . Provide a chain-link fence around the Project area;
12 . File Notice of Completion within 5 days of substantial completion of the Project.
Fee schedule
In consideration for the above services rendered by the Project Manager, the Owners
agree to pay the Project Manager a Base Fee of 10% of the cost of construction, based
on the amount of the construction loan, plus, as an incentive to bring the Project in under
budget, a Final Draw of 50% of any unused loan funds that exist when the Notice of
Completion is filed by the Owners and all construction budgeted for in the construction
loan is completed.
The Base Fee is to be computed based on the total hard construction costs approved
in the construction loan, including permit costs, appliances and fixtures. Any soft costs
included in the construction loan, such as design, engineering, interior design as well as
furniture and drapery costs, are not to be considered in determining the Base Fee.
The Base Fee is to be broken down into installments as follows:

* An initial retainer of $_______ to be paid by ______________________, to
cover the first month of pre-construction services.
* A monthly installment of 1/12th of the base fee to be paid on the 1st of each
following month up to __________________________.
The final draw is to be paid within 15 days of filing the Notice of Completion, based
on the following:
* As a mutually-beneficial incentive to finish the construction in a timely manner and to
meet the completion goal stated above, the Project Manager shall receive the full
50% final draw as stipulated above if construction of the living space is completed
to warrant a Certificate of Occupancy from the City by ______________________
enabling the Owners to move in by ______________________________.
* If Certificate of Occupancy is not granted by _______________________, 10%

shall be deducted from the Project Manager's final draw for each 15 calendar day
increment beyond ____________________________.
* If progress is delayed for any reason beyond the Project Manager's control, the time
frame for computing the final draw shall be shifted beyond __________________ by
the amount of the delay. Examples of such delays include: unseasonably rainy
weather, earthquakes, fire, work stoppages and unreasonable delays in city approvals
(defined as requests that may delay rough grading beyond ______________).
* Cost overruns, in any particular construction budget category or allowance, made by

the Owners during construction that are a result of changes or upgrades not called out
in the plans and specs, are not to be considered as part of any remaining construction
funds for purposes of determining the final draw.
We hereby execute this Agreement in ________________________on __________________.
Owner (s): Project Manager:

Info!A1
s, whose address is
_____, hereinafter
ress is___________
____________________
xcellent and substantial

he "Project") for
_________________.
he building department
umber and framing
each major craft;
ng space targeted for
ly priced subcontractor
e everything is
nt disbursment, safety,
king day in
________.
completed in strict
ances, rules, and
Further, he agrees to:
is built as intended by
Workers' Comp. sent
what we ordered;
heir work;
Department;
s to provide manpower or
r is entitled to as a
er permits are to be paid
The Project Manager is
mendations of the Project
Project Manager will

ding (cost included in the
he Project Manager upon

truction loan);
ourse of construction, fire,
pletion of the Project.
ger, the Owners

nstruction, based
the Project in under
n the Notice of
n the construction
costs approved
es. Any soft costs
r design as well as
he Base Fee.
_______, to
1st of each
mpletion, based
timely manner and to

l receive the full
pace is completed
_______________
________, 10%
15 calendar day
r's control, the time
______________ by
asonably rainy
ays in city approvals
__________).
allowance, made by
pgrades not called out
maining construction
____________.
Project Startup Checklist
Date:
Owner:
Contractor:
Project no:
Project name:
Estimator Project Manager
1. Submit the new job info sheet.

2. Determine the basic organization
of the project.
3. Assign key staff members.
4. Review the prime contract.
5. Define the scope of work.
6. Introduce staff to the project.
7. Prepare the contract control sheet.
8. Define procurement authority.
9. Establish the project work and
cost code system.
10. Receive approval for and enter the
budget into the computer.
11. Make sure all participating
departments are aware of the new
project and are staffed to handle
the work load.
12. Safety insurance requirements.
13. Prepare the project and
procurement schedules.
14. Determine anticipated cash flow
pattern.
15. Set up office and job site project
files.
16. Publish the project meeting
schedule.
Estimator Project Manager
17. Hold a pre-construction conference
with appropriate parties involved
in construction of the project.
18. Establish lines of communication
among project participants.
19. Resolve drawing and specification
questions.
20. Designate the field crew.
21. Reserve appropriate materials,
tools, and equipment from the
company inventory.
22. Make a visual and photographic
survey of existing conditions
before starting work. Verify
condition of adjacent off-site
items.
23. Verify physical boundaries of work.
24. Determine site logistics.
25. Prepare a job site accident
prevention program.
26. Post the job site accident
prevention program required
safety posters and emergency
phone numbers.
27. Arrange for temporary facilities.
28. Review quality control procedures,
including required tests and
inspections.
29. Review the job site security.
30. Install project sign.
31. Obtain a building permit.
Info!A1
Supervisor Foreman
Supervisor Foreman
Cost Plus Fixed Fee Contract
Date:
Owner:
Address:
City, St, Zip:
Project name:
This agreement is made this __________________________ day of ______________, 19_____

between , the owner, and
, the contractor. The owner and the contractor agree as set
forth below:
1 The contractor accepts the relationship of trust and confidence established between his company
and the owner by this agreement. He covenants with the owner to furnish his best skill and
judgement in furthering the interest of the owner. He agrees to furnish efficient business admin-
istration and supervision and to use his best efforts to furnish at all times an adequate supply of
workers and materials, and to perform the work in a most expeditious, economical and workman-
like manner.
2 The work to be performed under this contract shall start on the date .
The contractor shall use his best efforts to complete said work of improvement on or before
.
3 The owner agrees to reimburse the contractor for the direct "cost of the work" as defined in
paragraph 6 below. Such reimbursement shall be in addition to the contractor's fee stipulated in
paragraph 4.
4 In consideration of the performance of the contract, the owner agrees to pay the contractor as
compensation for his services a contractor's fee as follows:
All costs incurred over total project length paid as per paragraph 11, plus a fixed fee of
per .
5 The scope of the work shall consist of the "categories of work" described on the estimate attached
hereto. The estimate is attached solely for the purpose of describing the category of work. The
pricing on the estimate shall have no bearing on the cost of the work.
6 The term "cost of work" shall mean costs necessarily and reasonably incurred in the performance
of the work and actually paid by the Contractor, including all costs incurred due to changes and
extras not listed on the attached estimate.
7 The contractor shall procure the necessary permits for the work of improvement. Owner shall
pay the governmental fees and contractor's charges for said permits.
8 All portions of the work that contractor's employees cannot perform directly shall be performed
under subcontracts. Unless owner has agreed in advance all subcontracts shall be on a fixed price
basis. The contractor shall secure the owner's consent before entering into any subcontracts.
9 The contractor shall keep full and detailed accounts as may be necessary for proper financial
management under this agreement. The owner shall be afforded access to all the contractor's
records, books, correspondence, instructions, drawings, receipts, vouchers, memoranda and
similar data relating to this contract, and the contractor shall preserve all such records for a period
of three years after the final payment.
10 The owner agrees to pay a twenty-five percent deposit upon obtaining permits or start of job,
whichever occurs first.
11 The contractor shall, every two weeks during the course of work, deliver to the owner a state-
ment showing in complete detail all costs incurred by his company in the execution of this
contract for the preceding two week period. Accompanying said statement shall be a copy of all
back-up documentation including material procurement invoices, payrolls for all the labor and all
receipted bills for which payment is due. The owner shall review the statement and shall remit
such amount within three days of the owner's receipt of the statement. The final payment,
constituting the unpaid balance of the cost of the work and the final contractor's fee, shall be paid
by the owner to the contractor when the work has been completed and the contract fully per-
formed.
12 The contractor agrees to maintain workers' compensation and liability insurance in effect
throughout the course of the work.
13 The contractor hereby agrees to hold the owner harmless and to indemnify the owner against any
and all claims which may arise during the course of the work as a consequence of the negligent
acts or deliberate omissions of the contractor, its agents or employees.
This agreement is executed the day and year first written above.
Owner: Contractor:
License no:
Date: Date:
Info!A1
_______, 19_____
ween his company

best skill and
nt business admin-
dequate supply of
mical and workman-
t on or before
as defined in
r's fee stipulated in
he contractor as
he estimate attached
ory of work. The
in the performance
ue to changes and
nt. Owner shall
hall be performed
l be on a fixed price
y subcontracts.
roper financial
the contractor's
emoranda and
records for a period
or start of job,
e owner a state-
ution of this
all be a copy of all
all the labor and all
nt and shall remit
nal payment,
's fee, shall be paid
tract fully per-
ce in effect
owner against any

e of the negligent
Change Order
Date:
Owner:
Contract no:
Change order no:
Change (add or delete) the following work to the original contract:
Change the original contract amount by: $

Payment to be made as follows:
Time Impact:
Cost Impact:
We agree to furnish labor & materials complete in accordance Above additional work to be performed under the same conditions
with the above specifications at above stated price. as specified in original contract unless otherwise stipulated.
General Contractor Date Owner

Note: This change order becomes part of and in accordance with the original contract.
Info!A1
be performed under the same conditions

ntract unless otherwise stipulated.
Date
nal contract.
Document Submittal
From:
Contract No.: Description:
To: Subject:
Attention:
DS No. Revision No.
No. of Sheets: Date:
I certify that the item submitted here below is correct and in strict conformance with the contract.
Any deviation from contract requirements? Yes No
(if yes, fill out the technical specifications proposed changes form (TSPC))
Drawing reference:
Specification reference:
BOQ reference:
Description of Document:
Inspection Day: Inspection Time:
Inspection Remarks and Comments:
Approval Status: Received by:

(mark one only) A As inspected (signature and stamp)
B Approved as noted
C Revise and resubmit
D Rejected
Contractor receipt res

(signature and stamp)
Info!A1
e with the contract.
and stamp)
actor receipt response:
and stamp)
Daily Equipment Report
Date:
Prepared by:
Contractor:
Project name:
Weather:
I = Idle
W =Working
Machine Rate W Cost code
no. Machine per hr. I

W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
Total cost
Info!A1
Total Total
hours cost
Project Directory
Date revised:
Project name:
Emergency numbers Phone number

Fire
Ambulance
Doctor
Hospital
Police
Gas company
Electric company
Water company
Telephone company
Public agencies
City or agency Contact Phone number
Architect/engineer
PMT/Contractors/suppliers
Company name Contact Phone number
Info!A1
Fax number
Fax number
Customer #.
0
0
Phone / Fax :
Sold To
Billed To Employee Information
Name
Employee
Number
Branch/Dept
Item# Activity Date Task Description Project Code Type
1
2
3
4
5
6
7
8
9
10
11
12
Totals
Billable Hours 0.00

Non Billable Hours 0.00
Total Hours 0.00
Payment Method Payment Due Date Amount Due Amount Paid
$0.00
Manager Approval / Comm
Sales Rep Signature Signature

X X
Invoice No. Invoice Date
Info!A1
Employee Information
0.00% 19-Apr-2004
No. Hour Hourly Rate Total
2.00 $5.00 $10.00

0.00 $0.00
0.00 $0.00
0.00 $0.00
0.00 $0.00
0.00 $0.00
0.00 $0.00
0.00 $0.00
0.00 $0.00
0.00 $0.00
0.00 $0.00
0.00 $0.00
2.00 $10.00
Time Billed $0.00

Expenses $0.00
Tax% on billable time
Taxes on billable time $0.00
Total Payable $0.00
anager Approval / Comments
nature
Your Company Name
Your company address
City, State and Zip code
Your phone number
Your web site address and / or e-mail
Employee Report
Report Begin Date
Report End Date
Employee Non Billable Billable

Date Customer Name Project
Name Hours Hours
Grand Total 52.00 144.00
Joe Total 14.00 74.00
Joe 01-Feb-01 7.00 XYZ Company Inc Second Project
Joe 01-Feb-01 7.00 Customer One Third Project
Joe 29-Jan-01 8.00 XYZ Company Inc First Project
Joe 26-Jan-01 8.00 XYZ Company Inc First Project
Joe 27-Jan-01 7.00 XYZ Company Inc Second Project
Joe 29-Jan-01 8.00 Customer One First Project
Joe 26-Jan-01 8.00 Customer One First Project
Joe 27-Jan-01 7.00 Customer One Third Project
Joe 19-Feb-01 12.00 XYZ Company Inc First Project
Joe 19-Feb-01 12.00 ABC Company - second First Project
Joe 20-Feb-01 4.00 ABC Company - second First Project
Cindy Total 38.00 70.00
Cindy 02-Mar-01 4.00 Customer Four - SecondSecond Project
Cindy 02-Mar-01 4.00 Customer One Second Project
Cindy 01-Feb-01 7.00 Customer Three Third Project
Cindy 09-Jan-01 23.00 Customer Four Second Project
Cindy 29-Jan-01 1.00 Customer Four Third Project
Cindy 29-Jan-01 8.00 Customer Three First Project
Cindy 26-Jan-01 8.00 Customer Three First Project
Cindy 27-Jan-01 7.00 Customer Three Third Project
Cindy 07-Mar-01 8.00 Customer Four - SecondSecond Project
Cindy 03-Mar-01 8.00 Customer Four - SecondThird Project
Cindy 05-Mar-01 7.00 Customer Four - SecondThird Project
Cindy 07-Mar-01 8.00 Customer One Second Project
Cindy 03-Mar-01 8.00 Customer One Third Project
Cindy 05-Mar-01 7.00 Customer One Third Project
Ken Total 0.00 0.00
Info!A1
Total Time $
Total Hours
Billed
196.00 $8,472.80
88.00 $4,806.30
7.00 $0.00
7.00 $0.00
8.00 $319.60
8.00 $799.60
7.00 $419.65
8.00 $319.60
8.00 $319.60
7.00 $69.65
12.00 $1,199.40
12.00 $1,199.40
4.00 $159.80
108.00 $3,666.50
4.00 $0.00
4.00 $0.00
7.00 $0.00
23.00 $0.00
1.00 $79.95
8.00 $319.60
8.00 $319.60
7.00 $69.65
8.00 $239.60
8.00 $639.60
7.00 $559.65
8.00 $239.60
8.00 $639.60
7.00 $559.65
0.00 $0.00
Request for Clarification
From:
To: Subject:
Attention:
DS No. Revision No.
Discipline: Date:
This document is intended to address specific contractor's technical questions and queries related to the contract
documents and/or field conditions. This document together with the consultant's reply does not constitute changes
or variation to the contract nor can be considered as a change or variation order document to the contract.
Drawing reference:
BOQ reference:
Clarification needed
Received by:
Dare:
Contractor receipt response:

Date:
Info!A1
eries related to the contract

does not constitute changes
ment to the contract.
Request for Information
From:
To: Subject:
Attention:
DS No. Revision No.
Discipline: Date:
This document is intended to address specific project owner need for information on a specified subject
This is not a bid request and there will be no commitment out of this information request.
Drawings reference:
BOQ reference:
Enter Reguired Informacion:

Received by:
DATE:
Info!A1
on on a specified subject
Request for Inspection
From:
To: Subject:
Attention:
RFI No. Revision No.
Date:
We request inspection and approval of the following site works and we confirm that work refere
been executed according to contract specifications and approved drawings.
Drawing No. Detailed work for inspection/approval
Inspection Day: Inspection Time:
Inspection Remarks and Comments:

(mark one only) A Approved as inspected (signature and stamp)
B Approved as noted
C Re-inspection Required
D Disapproved
Contractor receipt resp
Info!A1
nfirm that work referenced here below have
and stamp)
and stamp)
SHOP DRAWINGSS SUBMITTAL AND APPROVAL C
PLANNED ACTUAL SUBMISSION DATE ACTUAL RETURN DATE

DRAWING
SUBMISSION
ID
DATE
ORIGINAL R1 R2 ORIGINAL R1
A = Approved, B = Approved as noted, C = Re-submission Required, D = Disapproved

D APPROVAL CONTROL Info!A1
RETURN DATE STATUS

REMARKS
R2 A B C D
Shop Drawing Submittal
From:
To: Subject:
Attention:
SDS No. Revision No.
Discipline: Date:
I certify that the item submitted here below is correct and in strict conformance with the contrac
Any deviation from contract requirements? Yes(if yes, fill out the technical specifications p
changes form (TSPC))
Shop Drawing
Contract Drawing Reference Description of Shop Drawing
No.

(mark one only) A Approved (signature and stamp)
B Approved as noted
C Revise and Resubmit
D Rejected
Contractor receipt respons

Info!A1
ormance with the contract.

technical specifications proposed
of Shop Drawing Status
and stamp)
and stamp)
PROCUREMENT ACTION PLAN
SN Material Description BOQ Ref No

Responsible
Person
1 2 3
Sec SECTION 5 CONCRETE
1 Concrete 22MPA
Concrete 35MPA
Concrete 50MPA
Concrete 55MPA
Concrete 75MPA
2 Water Stop
3 Curing Material
4 Joint Filler Strips
5 Epoxy Joint Filler
6 Bonding agent
7 Reinforcement Steel
8 welded wire fabric ASTM A497
9 Chairs & spacers
10 joint dowel Bars
11 Light Weight concrete
12 concrete Topping, Screed

13 Sand cement screed
Galvanised steel welded wire reinforcement
14
ASTM A185
15 Self Leveling screed
16 Grout
17 Glass Fiber Reinforced Concrete (GFRC)
18 Precast Concrete Specialities

Steel Shapes & Dowels(Hot Deep
18a
Galvanised)
18b Epoxy Grout

19 Bituminous Damp Proofing
19a Polyethylene .25mm
20 Water Proofing
21 Pile Head Treatment
21a cementitious
21b Resin Grout
22 Cementitious Water Proofing
23 Cold fluid applied Waterproofing
24 Water Repellent
25 Structural Precast Concrete
26 Bored Piles
Sec SECTION 6 ROAD WORKS
27 Definition
27a Wearing coarse
27b Road base
27c Sub Base
27d Sub Grade
28 Traffic Signs & Markings
28a Speed guards
28b Wheel Stopper
28c Corners Guard
29 Parking Control & Equipment
30 Automatic Barrier Gate
31 Vehicle detectors
Access Control Units & intercom to
32
Security room
Sec SECTION 8 SEWERAGE
33 Definition
MECHANICAL &
Sec SECTION 9 ELECTRICAL
WORKS
34 Garbage Chutes
EARTH WORK
Sec SECTION 12 RELATED TO
BUILDINGS
35 Earthwork
36 Termite Control
Sec SECTION 13 MASONRY
37 Solid Concrete Masonry
37a Joint reinforcement

37b Ties & Anchors
37c Masonry accessories
37c1 Compressible Filler
37c2 Control Joint Gaskets
37c3 Joint Filler
37c4 Sealant
37c5 Fire Stopping

37c6 Embedded Flashing Materials
38 Light weight Concrete Masonry
38a Glue Mortar
38b Joint reinforcement
38b1 Galvanised Carbon steel Wire
38b2 Welded Wire
38c Ties & Anchors
38d Masonry accessories
38d1 Compressible Filler
38d2 Control Joint Gaskets
38d3 Joint Filler
38d4 Sealant
38d5 Fire Stopping
38d6 Embedded Flashing Materials
Sec SECTION 14 ROOFING
39 Roofing
39a Light Weight concrete
39b Sand cement screed
39c Waterproofing
39d Rigid insulation
39e Polyethylene .25mm

39f Concrete pavers
39g PEA Gravel
39h Paver pedestal support
39i Metal flashing
39j Light weight concrete
39k Sand cement screed
39l Roof Tiles
39m Clay tiles
39n Water proofing slopped concrete
39o AccessoriesWater proofing slopped concrete
39p Fasteners
40 Composite Domes
THERMAL
Sec SECTION 15 INSULATION TO
BUILDINGS
41 Acoustic Insulation
42 Thermal Insulation
42a Mineral Fiber Insulation
42b Polyethylene insulation
42c Adhesive
42d Accessories
STRUCTURAL
Sec SECTION 16
STEEL WORKS
43 Structure Steel
Structural steel shapes Plates & Bars ASTM
43.1
A572 Grade 50
Corrosion resistanct Structural Steel ASTM
43.2
A588
Cold- Formed Steel Tubing: ASTM A 500
43.3
Grade B
43.4 Hot- Formed Steel Tubing: ASTM A 501
Steel Pipe ASTM A53 Grade B or ASTM A

43.5
501/Black
43.5a Steel Pipe ASTM A53 Grade B/ Galvanized
Steel Casting ASTM A 27 Grade 63-35

43.6
(medium strenght Carbon Steel)
Headed Stud-Type Shear Connectors:ASTM

43.7
A 108 Grade 1015or1020
43.8 Anchor Bolt ASTM A 307

Unfinished Threaded Faststeners ASTM A
43.9
307 Grade A
43.10 High Strenght Threaded Fasteners
43.11 Direct Tension Indicators: Astm F959
43.12 Cables and Fitting: ASTM A586 Galvanised
Electrodes of welding: Comply wz AWS

43.13
code
Structural Steel Primer Paint SSPC - Paint
43.14
25
43.15 Grout
43.16 Structure Steel primer & Paint
44 Steel Deck
45 Sprayed on Fire Proofing
45a Cementitious Fireproofing
Sec SECTION 17 METAL WORKS
46 Aluminum Doors & Windows
47 Bronze Doors
48 Hardware
49 Steel Doors
50 Metal Fabrication
51 Metal Stairs
52 Railings
53 Expansion Joint Cover Assemblies
54 Lockers
55 Green Wall
56 Overhead Coiling Doors
57 Aluminum Louvers
58 Rooh Hatches
59 Cast Aluminum
60 Over Head Coiling Grill
61 Swinging Automatic Entrance Doors
62 Metal Roof Pannels
CARPENTERY
Sec SECTION 18 JOINERY &
IRONMONGERY
63 Doors
63a Wooden Doors
63b Flush Doors
63c Stile & Rail Wood Doors
63d Plastic Laminated Faced Doors
64 Architectural Wood Works
65 Unit Kitchen
66 Door Hardware
66.1 Furniture
67 Toilets Compartments
FINISHING TO
Sec SECTION 24
BUILDINGS
68 Skim Coat Plaster
68a Glass Mesh
68b Accessories
68c Corner Bead
68d Edge Bead
68e Metal Corner
69 Portland Cement Plaster
69a Lath
69b Corner Beads
70 Polished Plaster
71 External Rendering
71a Glass Fiber Mesh
71b Accessories
72 Cement Board
73 gypsum Partition & Lining
74 Interior Stone Work
74a Grout
74b Stone Accessories
75 Stone Flooring
76 Agglomarate Tiles
77 ceramic Tiles
78 Cork tiles
79 Sheet Rubber Flooring
80 Rubber Flooring
81 Vinyl Flooring
82 Wood Flooring
83 Terra Cotta Tiles
84 Traffic Coating
85 Epoxy Flooring
86 Gypsum Board Suspended Ceiling
87 Gypsum Pannel Ceiling
88 Glass Fiber Reinforced Gypsum (GRC)
88a Steel framing Components
88b Grout
88c Stone Accessories
89 Metal Ceiling
90 Wood Ceilings
91 Acoustical Panel Ceiling
92 Fabric Wall Covering
93 Joint Sealant
94 Access Panels
95 Exterior Stone Works
96 Fiber Glass Reinforced Plastic
97 Cement Board Ceiling
98 Brick Masonry
98a Anchors & accessories
98b Expansion Joint
98c Sealant
99 Metal Fabric
100 Chemical Stain
GLASS & GLAZING
Sec SECTION 25
101 Glazing
102 Aluminum Glazed Curtain Wall
103 Glass Blocks Skylight
104 Frameless Glass Doors
105 Mirrors
106 Metal Framed Sky Light
PAINTING &
Sec SECTION 26
DECORATION
107 Painting
108 Vinyl Wall Coverings
109 Intumescent Paint
EXTERNAL
Sec SECTION 27
WORKS
110 Colored Texture Concrete
111 Concrete Pavers
112 Exterior stone Paving
113 Laminated Marble

114 Water feature
115 Site Furnishings
116 Environmental Graphic Design
Sec SECTION 28
117 Landscaping Planting
118 Landscaping Irrigation system

Info!A1
ORIGIN SCHEDULE DATE OF ACTION (
QTY Specified or
ESTIMATE Alternative
Local Imported ORDER Deliver Date Used Submittal
4 5 6 7 8 9 10 11
ACTION ( DATE ) DELIVERED TO SITE
Load/unload Required Receipt

Clear Status Order ETA
Arrangements Day Time Confirmation
12 13 14 15 16 17 18
Remarks
19
Meeting Ground Rules Checklist
Here are some items you may want to consider when proposing ground rules for your meetings. Remember, this list
is not supposed to be all encompassing, but merely a guide or aide-memoir.
Attendance/Absence
Expectations of attendance – when is it acceptable to miss a meeting? How often?
How to deal with absence – Send a substitute? Send apologies? Send bagels?
Promptness
Expectations of promptness – for the meeting leader as well as attendees
Acceptable reasons for tardiness, and consequences – e.g. "do not repeat for latecomers"
Meeting locations/set-up
Using a dedicated room for project work – is it permitted? Reservation rules/procedures?
Keep it tidy – nothing to be left out when the meeting is over
Participation
Full engagement/participation from everyone – what does this mean in your group?
When & how to check engagement (and when/how to call breaks, and who has authority)
Commitment to achieve outcomes
Personal interactions and communication in and out of the meeting
Treat each other with respect – No zingers, no personal slurs, no shouting down speaker, etc.
Define the decision-making process – consensus? Majority vote? Executive fiat?

What is said in the room stays in the room
Do not say one thing in the meeting and something different outside
Open and honest dialogue – avoid hidden agendas and obfuscating information
No side discussion, speak to all attendees
Process checks – how and when to call one, who is permitted to call one
Task assignments
Who, how, when to assign tasks, and expectations for completing and reporting status
Share tasks fairly

Never assign action items to someone not present
Interruptions
n No phone calls, cell or otherwise – should phones be silenced?
n No texting, emailing, or web surfing during a meeting – deal with other issues on breaks
Routine chores
Who does what and when – room and/or equipment reservation/prep, facilitation, etc.
Share & rotate responsibilities – don’t burden any one person
Agendas, minutes, and records
Creation – when due, level of detail, who is responsible?
Distribution – when and how, what channels, who is responsible?
Stick to the agenda

Monitor time use – use of facilitators? Guidelines for postponing or prolonging discussions
No agenda = no meeting
Info!A1
- DESIGN TEAM Organization Chart


[PROJ
Info!A1
PROJEC
Project D
ADMINISTRATION
ADMINISTRATION

QA/QC – DOCUMENT CTRL.

Architect Architect
Project Planner

Executive
Executive Architect
Secretary

CA
Info!A1
[PROJECT NAME]

PROJECT DIRECTOR

Project Design Manager
ARCHITECTURE INFRASTRUCTURE
INFRASTRUCTURE

Senior Architect HEADS OF DEPARTMEN

Architect Architect Architect
Head of Head of
Electrical Mechanical
Architect Architect Engineering Engineering
Department Department

CAD SUPPORT

Senior
Senior Electrical
Electrical Senior
Senior Mechanical
Mechanical
Engineer Engineer

INFRASTRUCTURE SUBCON

INFRASTRUCTURE SUBCON

INFRASTRUCTURE
INFRASTRUCTURE

HEADS OF DEPARTMENTS

Head of Head of
Mechanical Structural
Engineering Engineering

Senior
Senior Mechanical
Mechanical Senior
Senior Civil
Civil
Engineer Engineer

FRASTRUCTURE SUBCONSULTANTS


- CONSTRUCTION PROJECT MANAGEMENT TEAM Org

[PROJ
PROJEC
Proje
ADMINISTRATION

HHRR/DOCUMENT CTRL.
Sr. Civil Engineer Sr. Architect

Project
Project Planner
Planner PMO
Cost & Reporting
Electrical
Reporting
Schedule
Schedule Office Superintendent
Control

SUPERVISO
Info!A1
ENT TEAM Organization Chart
[PROJECT NAME]

PROJECT DIRECTOR

Project Manager
ENGINEERING/ARCHITECTURE TAIL ENGINEERING

HEADS OF DEPARTMEN
CONSTRUCTION
MANAGER

Sr. Architect Quantity Surveyor QA/QC Engineer
Engineering Mechanical
Department Engineering
Electrical Mechanical Department
Superintendent Superintendent

SUPERVISORY AND CAD SUPPORT

Senior
Senior Electrical
Electrical Senior
Senior
Engineer
Engineer Mechanical
Mechanical
Engineer

INFRASTRUCTURE SUBCO

TAIL ENGINEERING

HEADS OF DEPARTMENTS

Mechanical Civil /Structural

Engineering Engineering

Senior
Senior Senior
Senior Civil
Civil
Mechanical
Mechanical Engineer
Engineer


TYPICAL CAUSE & EFFECT MATRIX (2)
Owner Approves Time Extension for

excusable, compensable delays
No time extension approved by Owner
Results
in
Acceleration
Resequencing & out of se

Increase number/size of c
Trade Stacking
Overtime Work
Shift Work
Scope Changes
Results in
R
e
w
Results or
in k
Defective Work
ATRIX (2) TO GET BACK TO MAIN MENU:
Info!A1
PRODUCTIVITY LOSS
quencing & out of seguence work

se number/size of crews
N
Stacking Di
i I
me Work lu
Work g n
La ti I
h c
Results bo o n
t r
in r n c
l e
ra of r
a s
te s e
b a C
in u a
o d o
cr p s
r e n
ea er e
r d g
se vi d
a C e
fo si S
t o s
r o u
e o ti
sh n p
r o
ift /c e
i d n
dif o r
n i
fe or vi
c n
re di si
r a
nti n o
sh n p
r o
ift /c e
i d n
dif o r
n i
fe or vi
c n Results
re di si
r a in
nti n o
e ti Direct Manhour Gr
al at n
a o Indirect Manhour G
io
s n Increased Equipm
n
e
Allocation of Re
for Total Cost O
Results
in
PRODUCTIVITY LOSS
Results
In
in c
II r
Direct Manhour Growth
n e
Indirect Manhour Growth
c a
Increased Equipment and Materials quantities
r s
e e
a d
s h
e o
d m
Ultimate Effects fi e
e o
l ff
d ic
i e
n o
d v
ir e
e r
c h
t e
c a
OWNER o d
CONTRACTOR s c
t o
Allocation of Responsibility st
for Total Cost Overrun s
RETURN
Info!A1
POLITICAL PROGRAMME
Contingency Planning
Government Support Risk Assessment
War / Insurrection Logistic Schedule
Sabotage / Terrorism Quality Assurance
Civil Disorder Key Performance Indicators
Government Contract Breach Non-Optimal Capacity
Government Change Project Phasing
Revolution Progress Measure
Racial Conflict Flexibility
Electoral Reform Integration
Pressure Groups Facilities
Permissions Experts
Legislation Testing
Nan-Saudi Political Issues Surveys
Operability
ENVIRONMENTAL MARKET
Project Implementation / Operation Information Leak
Waste Disposal Transactional Misconduct
Discharge Negative Market Publicity
Chemical Pollution Partner Preference
Radiological Pollution Illegal Acts
Noise Pollution . Equipment Product Failure
Equipment Certification Quality Standard
Preservation Policies Business Recovery Procedure
Pressure Groups Crisis Communication
Emissions Marketing
Language
EXTERNAL ADVISOR LEGAL / REGULATORY
Intellectual {Property Loss Health & Safety Policies
Inexperienced Advisors Environmental Impact Assessment
Advisor Availability Emissions Control
Advisor Conflict Royal Commission Compliance
Unauthorized Communication Foreign Investment Regulation
Language Intellectual Property Infringement
Recommendation Acceptance Site Acquisition
External Affiliation
PROJECT RISK INVENTORY
CONTRACT COMMERCIAL
Confidential Information Supply Security
Evaluation Criteria Project Magnitude
Marketing Decisions Implementation Schedule
Material Pricing Supply disruption
Technology Availability Supplier Contingency Planning
Engineering Complexity Projected Reserves
Partnership Agreement Monopolization / Domination
Project Completion Timing Competition
Payment Cycle Project Feasibility
Project Costing Raw Material Supply
Partnership Sourcing Logistic Access
Contract Award Schedule Commodity Pricing
Reserve Categorization Site Selection
Debt Payment Funding Availability
Contractor Solvency Cost Overrun
Contractor Delay Theft
Permit / Licensing Fraud
Multiple Contracts Insurance
Payment Terms
Economic Stability
ECONOMIC SOCIAL
Non-Governmental Organizations Cultural Conflict
Seasonal Variation Skill emigration
Capital Costs Higher Education
Product Price Variation Unskilled Emigration
Currency Fluctuation Ageing Population
Tax Insurgency
Royalties Population Policies
Interest Rate Fluctuation Religious Growth
Credit Enhancement Religious Shift
Global Recession
Pension Requirements
Growth Rates
Monetary Policies
COMMUNICATION
Knowledge Sharing
Policies & Procedures
Documented Instructions
Reporting Structure
Regulatory Reporting
Inaccurate Content
Misinterpretation
Language
Categorization
Probability / Consequence
VENTORY
PHYSICAL RESOURCES
Resource Availability Succession Planning
Climate Change Staff training
country Training non-locals
Time Zone Global skills Demand
Weather Training Programme Timing
Altitude Staff Retention
Humidity Resource Security
Earthquake Local Labor Supply
Wind Resource Capabilities
Precipitation Staff Attraction
Force Majeure Language
Ecology Industrial Relations
Erosion Terms & Conditions
Subsidence Relocation
Biological Hazard Literacy
MANAGEMENT
TECHNOLOGICAL
INFORMATION
Point of Failure Decision-making
Plant Integration Document Management
Plant Processing Lines Project Management Planning
Operational Costs Project Implementation Planning
Infrastructure Change Management
Lifestyle Shift Delegation
Maintenance Risk Appetite
Technology Creep Increased Project Momentum
Performance Efficiency Fixed Assets
Shared Services/Infrastructure Management Competence
Design Capacity Quality of Information
Inappropriate Technology Quantity of Information
Operational Lifetime
TECHNICAL
Design Specification
Internal Control
Technical Knowledge
Research & Development cost
Licensing
Interfaces
Modifications
Inspection / Testing
Authorization
Working Conditions
Facilities
Utilities
Security
Access
Damage / Loss
Supervision
Change Control
Reliability
INFORMATION
TECHNOLOGY
System Failure
Inappropriate systems
Hardware / Software Contingencies
Human Error
Technological Lifetime
Technological Interaction
Documented Procedures
Inspection / Testing
Maintenance
Research & Development
Future Systems Requirements
UNIT TITLE: The productive function defined at that level in the functional map. A
general description of the set of elements.
ELEMENT TITLE: What a worker is capable of doing.
PERFORMANCE
EVIDENCE REQUIRED FOR ASSESSMENT
CRITERIA
A result and an
assessment statement that
proves the worker’s
performance, and,
therefore, his competency. EVIDENCE OF PERFORMANCE
DIRECT PERFORMANCE
Situations against which the

work’s result is shown
FIELDS OF
EVIDENCE OF KNOWLEDGE AND COMPREHENSION
APPLICATION
It includes the different It specifies the knowledge that allows workers to achieve a
circumstances –at the competent performance. It includes knowledge concerning
workplace, materials and the principles, methods or theories applied to fulfil the action
organisational described in the element.
environment– under which
the competency is
developed.
ASSESSMENT GUIDE
It establishes the assessment methods and the use of evidence to assess competency.
According to CONOCER, a technical standard of labour competency usually include
What an individual should be capable of doing.

The way in which his performance should be judged.
The conditions under which the individual should demonstrate his competency.
The types of evidence that are necessary and sufficient to ensure that the performa
on effective knowledge
In addition, in terms of competency, LCS may describe:
The ability to obtain quality results with the efficient and safe performance of an act
The ability to solve problems that may appear while exercising the productive functi
The ability to transfer knowledge, abilities and skills already possessed to other labo
hat level in the functional map. A
of elements.
capable of doing. Info!A1
UIRED FOR ASSESSMENT
OF PERFORMANCE
PRODUCT EVIDENCE
Tangible results used as

evidence.
LEDGE AND COMPREHENSION
e that allows workers to achieve a

It includes knowledge concerning
r theories applied to fulfil the action
of evidence to assess competency.
d of labour competency usually includes:(1)

ould demonstrate his competency.
d sufficient to ensure that the performance has been consistent, and based
y describe:
ficient and safe performance of an activity.

r while exercising the productive function.
d skills already possessed to other labour contexts.
INTEGRATED APPROACH TO COMPETENCY IMP
1. Initial assessment Expert Knowledge
GAP
INITIAL PROCESS REVIEW
SITUATION ANALYSIS
STUDY & USING CMM,
PEOPLE (Interviews) OPM3,
PREPARATION
PMBOK...
RESOURCES & TOOLS
EVALUATION
Improvement Plan
Areas & Improvement ac
Identified & Prioritized
Detailed actions & decisi
2. Process Improvement
Process
Current Definition Resource
Process Improvements enhancements
Analysis (PCMM, (tools,...)
PMBOK)
(PMBOK) Organization's PM methodology

3. Competency Improvement
Competency
Competency Definition
Analysis Improvements
(People CMM) (PMCD
framework
4. Change management and communications
Systematic
Change
Management
Systematic monitoring, communication and reporting

OMPETENCY IMPROVEMENT TO GET BACK TO MAIN MENU:
Info!A1
Improvement &
business
expectations
Re-evaluation
of desired
situation
Improvement Plan
Areas & Improvement actions
Identified & Prioritized
Detailed actions & decisions
Improved
Process and
Resources
Pilot
Improvements
M methodology Implementations
(Rollout, Training,
Competency
Development)
Competency
development
plans
definition &
updates
Executive
Management FINAL REVIEW
Involvement
Info!A1
UNITS OF COMPETENCE
PETENCE TO GET BACK TO MAIN MENU:
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AIN MENU:
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Info!A1
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PROJECT EXECUTION BASIS FOR
PLANNING STRATEGY PROJECT
CONTROL
ID PROJECT CONTROL
PROCUREMENT REQUIREMENTS,
PLANNING CAPABILITIES &
PRIORITIES
CHANGE
INFORMATION
DEVELOP &
MANTAING
PROCUREMENT
PLANNING TOOLS
HISTORICAL CHART OF
INFORMATION ACCOUNTS
Info!A1
BASIS FOR
EXECUTION PROJECT
STRATEGY CONTROL
CONTROL REVIEW & ESTABLISH

EVALUTE PROCUREMENT
MENTS, APPROACHES & PROCUREMENT
TIES & REQUIREMENTS
CONSTRAINTS
TIES
PROJECT
CHANGE
NFORMATION OBJECTIVES AND
ESTIMATE & REQUIREMENTS
INFORMATION
SCHEDULE
FOR ANALYSIS
INFORMATION
S FOR
JECT
TROL
ESTABLISH CONTRACT
REMENT REQUIREMENTS
EMENTS FOR PROJECT
CONTROL
PROJECT ORGANIZATION
EXECUTION
IMPLEMENTATION BREAKDOWN
STRATEGY
BASIS STRUCTURE
ASSET PLANNING FOR ID KEY or DRIVING

ALTERNATIV RESOURCES RESOURCES & PRIORITIES
E SCOPE
DEVELOP AND MAINTAIN

METHODS AND TOOLS
CHART OF HISTORICAL CHANGE

ACCOUNTS INFORMATION INFORMATION
Info!A1
NIZATION ESTIMATED RESOURCE

MARKET AND HISTORICAL
AKDOWN RESOURCE QUANTITIES
OTHER INFO INFORMATION
UCTURE REQUIREMENTS & LIMITS
ID RESOURCE
ID KEY or DRIVING STUDY RESOURCE
LIMITS AND
OURCES & PRIORITIES AVAILABILITY
CONSTRAINTS
PROJECT
IMPLEMENTATION
BASIS
CHANGE
INFORMATION
BASIS FOR
RESOURCE RESOURCE PROJECT
REALLOCATE EXPENDITURE
QUANTITIES CONTROL
RESOURCES INFORMATION
& LIMITS PLANS
ID RESOURCE
OPTIMIZE REVIEW & DOCUMENT
LIMITS AND
RESOURCES RESOURCES PLAN
CONSTRAINTS
SOCIETAL
PROJECT VALUES & INFORMATION HISTORICAL
LEMENTATION PEOPLE FOR ANALYSIS INFORMATION
BASIS PERFORMANCE
ISSUES
S FOR
JECT BASIS FOR
TROL PROCUREMENT
ANS PLANNING
EVIEW & DOCUMENT BASIS FOR ASSET

RESOURCES PLAN PLANNING
PROJECT
RICAL
ATION IMPLEMENTATION
BASIS
ASSET
CONTRACTUAL
ALTERNATIVE
DELIVERIES
SCOPE
INFORMATION
PROJECT FOR ANALYSIS
PLANNING
BASIS
WBS, WORK
PACKAGES &
EXECUTION
STRATEGY
PLAN FOR COST

ESTIMATING AND QUANTIFY SCOPE
BUDGETING
CHART OF
ACCOUNTS
SCHEDULE
DURATIONS
COST SCOPE
RESOURCE
QUANTITIES
CONTINGENCY
FROM RISK
ANALYSIS
Info!A1
REQUIREMENTS CHART O
INFORMATION WBS ACCOUNT
AND
FOR ANALYSIS
OBJECTIVES
PRICE THE COST

QUANTIFY SCOPE ESTIMATE BUDGET COSTS
SIMULATE AND
ANALYZE
COST SCOPE OPTIMIZE THE
CASHFLOW
COSTS
DEVELOP AND SCHEDULE

MAINTAIN
METHODS AND
TOOLS
HISTORICAL CHART OF
INFORMATION ACCOUNTS
SCHEDULE
CHART OF REVIEW
ACCOUNTS
HISTORICAL
COST INFO
REVIEW &
BUDGET COSTS DOCUMENT THE
BUDGET
BASELINE
ANALYZE DEVELOPMENT or
CASHFLOW BID
SCHEDULE
PROJECT
CONTROL
PROJECT PLAN & WORK
IMPLEMENTATION CONTROL CHANGES
PROGRESS
BASIS ACCOUNTS
PLAN FOR PROJECT INITIATE PROJECT

COST ACCOUNTING COST ACCOUNTS
PROGRESS
MEASUREMENT
PLANS
DEVELOP & HISTORICAL

MANTAING COST PROJECT
INFORMATION
ACCOUNTING TOOLS
Info!A1
PROJECT
CHANGES TO CONTROL
CHANGES PROJECT PLAN & CORRECTION
ACCOUNTS CONTROL TO CHANGES
ACCOUNTS
OJECT REVIEW, CLASSIFY

OUNTS MEASURE COSTS AND ACCOUNT
COST
WORK INFORMATION FOR
PROGRESS FINANCING
COST
INFORMATION
CORRECTION
FOR CONTROL
TO CHANGES
CLASSIFY REPORT COSTS

COUNT
COST
NFORMATION FOR WORK
FINANCING PROGRESS
CLOSE PROJECT
ACCOUNTS
COST INFORMATION FOR

CAPITALIZATION
PROJECT ASSET or
STRATEGIC ASSET PROJECT
IMPLEMENTATION
REQUIREMENTS BASIS SCOPE
RISK ASSESSMEN
PLAN FOR RISK ID AND ASSESS RISK

MANAGEMENT FACTORS
ASSESS CHANGES
DEVELOP AND MAINTAIN AND TRENDS
METHODS AND TOOLS
CONTROL RISK FACTORS

AND IMPACT
HISTORICAL
INFORMATION
RISK
PERFORMANCE
ASSESSMENT
Info!A1
SET or COST, SCHEDULE &

PLANNING
OJECT RESOURCES INFO
INFORMATION
COPE
RISK ASSESSMENT RISK ANALYSIS
D AND ASSESS RISK QUANTITY RISK FACTOR SCREEN RISK

FACTORS IMPACT FACTORS
ASSESS CHANGES
AND TRENDS ALTERNATIVES FOR
FURTHER ANALYSIS
NTROL RISK FACTORS RISK

ANALYZE CONTIGENCY ACCEPTANCE
AND IMPACT
CRITERIA
CHANGE MANAGE
INFORMATION CONTINGENCY
PLANNING
BASIS
INFORMATION
RISK MITIGATION
SCREEN RISK MITIGATE RISK

FACTORS FACTORS IMPACT
ATIVES FOR SELECTED

R ANALYSIS ALTERNATIVE
RISK PROJECT
DEVELOP RISK IMPLEMENTATION
ACCEPTANCE MANAGEMENT PLAN
CRITERIA BASIS
RISK
HISTORICAL
MANAGEMENT
INFORMATION
PLAN
PROJECT
IMPLEMENTATION
BASIS
WORK, RESOURCE & PROCESS
PERFORMANCE
PROJECT
CONTROL
PLAN &
CONTROL
ACCOUNTS
PROJECT PROJECT
IMPLEMENTATION COST CHANGES
BASIS ACCOUNTING
PLANS
PLAN FOR PROGRESS & INITIATE

PERFORMANCE PROGRESS &
PERFORMANCE
MEASUREMENT MEASUREMENT
DEVELOP &
MANTAING
MEASUREMENT
TOOLS
HISTORICAL
PROJECT
INFORMATION
Info!A1
OURCE & PROCESS

FORMANCE
MEASURE PHYSICAL
PROGRESS PROJECT
ANGES CONTROL
PLAN &
CONTROL
ACCOUNTS
TRACK RESOURCES
TIATE
GRESS & REVIEW, CLASSIFY
ORMANCE AND ACCOUNT
UREMENT MEASURE
PERFORMANCE
STATUS SCHEDULE
CORRECTION TO MEASUREMENT BASIS

INFO FOR INFO FOR
COST PERFORMANCE
ACCOUNTING MEASUREMENT
CLASSIFY REPORT COSTS

COUNT
STATUS FOR
CHANGES
HISTORICAL
PROJECT
INFORMATION
INFORMATION FOR
ENTERPRISE RESOURCE
PLANNING
PROJECT WBS, OBS,
IMPLEMENTATION WORK EXECUTION PLANNING
BASIS PACKAGES STRATEGY INFORMATION
DEVELOP CONTROL DEVELOP PROJECT

ACCOUNTS CONTROL PLAN
DEVELOP &
MANTAING
IMPLEMENTATION CHANGES
TOOLS
HISTORICAL
INFORMATION CHANGES
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PLANNING
INFORMATION
PROJECT VALIDATION
IMPLEMENTATION METRICS
BASIS
DOCUMENT REVIEW & VALIDATE

ROJECT
CONTROL PLAN CONTROL PLAN
PLAN
BASIS
COMMUNICATE PLAN
& INITIATE PROJECT
CONTROL SYSTEMS
BASIS FOR
CONTROL
VALIDATION
METRICS
VALIDATE
OL PLAN
CATE PLAN
E PROJECT
SYSTEMS
S FOR
TROL
TO GET BACK TO MAIN ME
ASSET or
PROJECT
ASSET or PROJECT
TECHNICAL
SCOPE
INFO
STRATEGIC
ASSETS PLAN & INITIATE VA / VE STUDY SCOPE & DEFINE
REQUIREMENT STUDY DELIVERABLES
S
PROJECT DEVELOP & MAINTAIN

IMPLEMENTAIO METHODS & TOOLS
N BASIS
CUSTOMER HISTORICAL
REQUIREMENTS INFORMATION
Info!A1
COST
INFORMATION
UDY SCOPE & DEFINE PERFORM FUNCTION APPLY CREATIVIT

DELIVERABLES ANALYSIS (EVALUATE IDEA
(VALUE MEASUREMENT
PLANNING
INFORMATION
ALTERNATIVES FOR
FURTHER CREATIVITY
APPLY CREATIVITY EVALUATE IDEAS

(EVALUATE IDEAS) (VALUE SCREENING)
CANDIDATE
ALTERNATIVES
PLANNING DEVELOP AND

INFORMATION DOCUMENT
ALTERNATIVES
HISTORICAL VALUE STUDY

INFORMATION REPORT
PROJECT CHANGES
PROJECT SCOPE
IMPLEMENTATION CONTROL PLAN
BASIS
PLAN FOR ASSESS REMAINING

FORECASTING SCOPE OF WORK
SCOPE PHYSICAL
DEFINITION PROGRESS
DEVELOP &
HISTORICAL
MANTAING PROJECT
FORECASTING INFORMATION
TOOLS
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CORRECTIVE
TRENDS ACTION PERFORMANCE
ASSESSMENT ALTERNATIVE
ALTERNATIVES FORECAST
AINING IDENTIFY PLAN

WORK ANALYZE PLANS
ALTERNATIVES
ANALYZE RISK &

PHYSICAL PLANNING CONTINGENCY
PROGRESS INFORMATION
PLANNING CONTROL
INFORMATION BASIS
SELECTED
CORRECTIVE APPROVED
ALTERNATIVE
ACTION SCOPE
FORECAST
ESTABLISH &
E PLANS REPORT FORECAST
E RISK & REVISED

GENCY CONTROL
BASIS
CURRENT FORECAST
CONTROL HISTORICAL PROJECT

BASIS INFORMATION
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MANAGEMENT
SCOPE
GOALS, REQUEST FOR
CLAIMS SPECIFIC
OBJECTIVES & ASSESSMENT
INFORMATION
POLICY
PLAN FOR FORENSIC

GATH
PERFORMANCE
INFORM
ASSESSMENT
REQUIREMENTS
DEVELOP & MAINTAIN

ASSESSMENT TOOLS
HISTORICAL
INFORMATION
ACK TO MAIN MENU:
ANALYZE CAUSATION,
RESPONSIBILITY AND
PERFORMANCE
SCOPE ANALYZE
BACKGROUND
SPECIFIC
INFORMATION
INFORMATION SCHEDULE
GATHER ANALYZE
INFORMATION COST
ANALYZE
PRODUCTIVITY
ANALYZE
ROOT CAUSES
LESSONS
REPORT LEARNED
REPORT
FINDINGS
INFO FOR
INFO FOR CHANGE
PROCUREMENT
MANAGEMENT

Project Management Work Book

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Project Management Work Book

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PROJECT MANAGEMENT WORKBOOK - TABLE

Stake The Stakeholder Analysis sheet allows you to identify stakeholders,

PM Scope Graphic showing Project Management Scope for any project 30

CO Log Change Orders Log. Keep project variations on check to make31

PM Contract Project Management Contract format. Just in case PM of the

Cost Plus Fix

Invoice Invoice Form 41

CPMT Construction Project Management Team Organization Chart.

Cost Plus Fix Fee Contract'!A1

Daily Equip. Report'!A1

Request for Clarification'!A1

Request for Information'!A1

Request for Inspection'!A1

Shop Drawings Submittal Ctrl'!A1

Meeting Ground Rules'!A1

Business need and

Scope In Scope Out of Scope

Deliverables Deliverable Due Date

Flexibility matrix Scope

Accomplishments During Reporting Period

Deliverables Title/Description Title/Description

100 Land/Property Acquisition None

200 Site Surveys L-M-S-R

300 Excavating & Grading L-M-S-R

400 Roofing L-M-S-R

500 Insulation L-M-S-R

600 Plumbing System L-M-S-R

700 Septic System L-M-S-R

800 Site Supervision L-M-S-R

900 Marketing / Advertising L-M-S-R

LIST STATUS NOTES

LIST STATUS NOTES

Project Development and Maintenance Costs

Net Present Value

Date Planned Actual

Data Staging Programmer

Data Staging Designer

Effort Hours Committed

ID Description Comments Type Status Date Entered

ID Decision Description Comments Owner Status Date Entered

What is the description of the contents/purpose of

Most PERT Standard +1 Std -1 Std +2 Std -2 Std +3 Std

Task Sample task here

Task Sample task here

Task Sample task here

Task Sample task here

Task Sample task here

Task Sample task here

Task Sample task here

Task Sample task here

Task Sample task here

Effort Hours Spent

Name Insert name here

Less than 50 Automatically do; no approval needed

100 or more Approval required

Less than 50 Automatically do; no approval needed

100 or more Approval required

High Automatically do; no approval needed

Effort Hours Committed

Trade item Cost Trade description

Chief, Cost Branch or Cost Analyst

Task Materials Labor

We hereby execute this Agreement in ______on .

This agreement is made this ________________ day of , 19_