Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Business Needs
     Benefits & Objectives




Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Business Needs  
                  – Track submittal reviews and determine the
                    impact on the schedule
...
Contract Manager Workflow
              ISSUES
                                               Submittal
                  ...
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Tracking  Project Budget  (Cost Worksheet)
               Budget Cost              (Owner & Main Contractor)



          ...
Payment
                                                      Requests
                                                   ...
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Tracks submittals
               Reviews and approvals .
               Ensures materials are perfectly to spec.

        ...
• Track Submittals :-

            Submittals include contract drawings, Sample
            materials, and Permits that ne...
SUBMITTAL FLOW

                                        Review/Approval
Received                  Sent                    ...
Project Changes

        After project parties accept a contract or
        purchase order and work begins, any changes
  ...
Subcontractor                            Change
                                                                         O...
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Contract Drawings
          The drawing log ensures that everyone is building
         using the latest drawings and speci...
Design Review
                          Drawing Rev. A
                                                              Drawi...
Design Review
                                Drawing Rev. C                      Drawing Rev. D


                       ...
Distribution
                                                                 Drawing Rev. 1

           AFC              ...
Tracking Contract Drawings
        Compress the drawing approval cycle
        Maintain an accurate history of revisions
 ...
Steps for Managing Drawings
         1.  Establish standard dictionaries
         2.  Define distribution lists
         3...
Defining Distribution Lists
         Create distribution lists for project participants 
         involved in the transmit...
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Link Contract Manager to
                         Primavera Schedule




Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Connect a primavera schedule to Contract Manager
         Track submittal and delivery activities
         View contractor...
Note:
      You can link specific P3ec activities to documents 
        throughout Contract Manager.




Eng: Anas El-Wahd...
Staying on Top of  Issues 
         Benefit statement

              Keeps all documents organized to allow you to quickly...
Questions?

Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Upcoming SlideShare
Loading in …5
×

Contract Manager Presentation

4,918 views

Published on

Published in: Education, Business, Technology

Contract Manager Presentation

  1. 1. Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
  2. 2. Business Needs Benefits & Objectives Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
  3. 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. 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
  5. 5. Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
  6. 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. 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
  8. 8. Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
  9. 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. 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. 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. 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. 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
  14. 14. Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
  15. 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
  16. 16. Design Review Drawing Rev. A Drawing Rev. B Civil Civil DWG C1-C10 DWG C1-C15 30% Complete 60% Complete 15% Complete (Review Meeting) (Review Meeting) Elect Elect DWG E1-E8 DWG E1-E10 Concept Design Schematic Development Progress MECH MECH DWG M1-M20 DWG M1-M20 STRUCT STRUCT DWG S1-S20 DWG S1-S15 Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
  17. 17. Design Review Drawing Rev. C Drawing Rev. D Civil Civil DWG C1-C20 DWG C1-C20 60% Complete 95% Complete (Review (Review Meeting) Meeting) Elect Elect DWG E1-E12 DWG E1-E12 Progress Progress MECH MECH DWG M1-M20 DWG M1-M20 STRUCT STRUCT DWG S1-S20 DWG S1-S20 Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
  18. 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. 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. 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. 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
  22. 22. Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
  23. 23. Link Contract Manager to Primavera Schedule Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
  24. 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. 25. Note: You can link specific P3ec activities to documents  throughout Contract Manager. Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
  26. 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
  27. 27. Questions? Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC

×