2. Business Needs
Benefits & Objectives
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
3. Business Needs
– Track submittal reviews and determine the
impact on the schedule
– Manage design changes and distribute
contract drawing revisions to contractor
– Review change orders for financial and
technical impact and make recommendations
– Forecast project Budget
– Communicate up to date project details to your
project team
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
4. Contract Manager Workflow
ISSUES
Submittal
s Deliveries
Drawings
Contracts
Transmittal No. 10
Transmittal Daily
TO:
PO's Reports
s
FROM:
Meetings
RFI’s/Chang
Requisitions
es
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
6. Tracking Project Budget (Cost Worksheet)
Budget Cost (Owner & Main Contractor)
Committed Cost (Main Contractor & Subcontractors)
Actual Cost (ALL)
Analyze budgets , review commitment documents and record
requisitions and invoices as they are received.
The Cost Worksheet automatically collects and summarizes
detailed cost elements from contracts, requisitions, changes and
purchase orders and dynamically displays them so you can forecast
project costs and simplify contract control.
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
7. Payment
Requests
(Requisitions)
Project Cost Worksheet
Budget Committed Actual
Invoices
Budget
Changes Contracts or P.O.
Changes
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
9. Tracks submittals
Reviews and approvals .
Ensures materials are perfectly to spec.
Controls changes
From the estimate phase to final approval for both budgeted and
committed costs.
Identifies impacts on project costs and schedule.
According to the nature of the change and the company’s process for
recording and tracking changes, the Change Management module
enables you to create a customized workflow to meet your company’s
change management needs.
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
10. • Track Submittals :-
Submittals include contract drawings, Sample
materials, and Permits that need approval. this
Submittals module helps to ensure contract
compliance by tracking who received what and
when they received it.
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
11. SUBMITTAL FLOW
Review/Approval
Received Sent Returned Forward
If DAYS HELD
GT Planned
Transmittal
Transmittal
Dunning
letter
Correspondence
Sent
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
12. Project Changes
After project parties accept a contract or
purchase order and work begins, any changes
resulting from changed specifications, scope of
work, site conditions, or project schedule affect
the initial contract. The process of formally
changing a contract requires several steps, each
of which should be fully documented
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
13. Subcontractor Change
Order
CO
Contractor
Owner CO CHANGE ORDER
COR CHANGE ORDER REQUEST
Subcontractor Contractor
PCO
PROPOSED CHANGE ORDER
RFP REQUEST FOR PROPOSAL
Contractor
Designer
ANS
ANSWER
RFI REQUEST FOR INFORMATION
Contractor
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
15. Contract Drawings
The drawing log ensures that everyone is building
using the latest drawings and specifications.
Contract Manager helps you to use the drawings log to
manage your drawings, keep on top of the latest
revision, and ensure the distribution to all project
participants.
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
18. Distribution
Drawing Rev. 1
AFC ADD IFC
IFB
(Approved for (Addendum (Issued for
(Issued for Bid)
Construction) Issued) Construction)
100% Complete (Drawing Bid Set (Contract
(Final) to GCs) awarded: Cons.
distributes
drawings to GC)
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
19. Tracking Contract Drawings
Compress the drawing approval cycle
Maintain an accurate history of revisions
Create and maintain distribution lists
Identify copies sent and paper size
Relate drawing changes to financial changes
Create transmittals for each drawing set sent for review or
distribution
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
20. Steps for Managing Drawings
1. Establish standard dictionaries
2. Define distribution lists
3. Create multiple drawings for each discipline
4. Package a group of drawings as a set
5. Log issued drawing revisions
6. Forward the drawing set for review or distribution
7. Update drawings by reviewer
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
21. Defining Distribution Lists
Create distribution lists for project participants
involved in the transmittal, submittal, or contract
drawing processes
Contain individuals who should receive drawings
Review or approval
Copies of the drawing
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
24. Connect a primavera schedule to Contract Manager
Track submittal and delivery activities
View contractors activities in daily reports
Add change order activities when they occur
Drawing sets
Monitor key design reviews
How will the impact your schedule
Link requisition line items to activities
Export Contract Manager data to P3
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
25. Note:
You can link specific P3ec activities to documents
throughout Contract Manager.
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
26. Staying on Top of Issues
Benefit statement
Keeps all documents organized to allow you to quickly
retrieve them in order to make informed decisions
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
