Course Code: PM-01
Goal: Gain a high-level understanding of CUBE’s integrated project ecosystem, navigation basics, stakeholder responsibilities, and module interconnectivity.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Introductory (Ideal for new project managers, engineers, and coordinators)

Resources Provided:

• Project Lifecycle Overview Chart
• Stakeholder Role Matrix
• Module Navigation Quick Guide
• Estimating & Engineering Integration Overview

Learning Objectives

By the end of this session, participants will be able to:

• Explain the structure and purpose of CUBE’s project management lifecycle.
• Identify the key stakeholders involved in project processes.
• Navigate to the Project Management module and its related submodules.

• Understand how CUBE Engineering and Estimating link into project workflows.

Session Agenda

1.1 Overview of CUBE’s Integrated Project Lifecycle

• Introduction to project initiation, planning, execution, monitoring, and closure phases within CUBE.
• How project data flows from Estimating and Engineering into active project records.
• Emphasis on data consistency and cross-module connectivity.

1.2 Key Stakeholders and Their Roles

• Review of major roles:
  • Project Manager (PM)
  • Engineering Lead
  • Estimator
  • Field Supervisor
  • Service Coordinator (for project warranty & closeout) 
• Role handoffs across lifecycle phases.
• Importance of approvals, reviews, and documentation at each checkpoint.

1.3 Navigation: Accessing the Module and Submodules

• Dashboard access to Project Management.
• Overview of major submodules:
  • Active Projects
  • Project Templates
  • Project Milestones
  • Revenue & Cost Tracking
  • Punch List and Closeout Tools

• Quick tips for filtering, reporting, and drill-down views.

1.4 Integration with CUBE Engineering and Estimating

• How Engineering deliverables are structured into project scope.
• Transition from Estimating awarded projects into PM module.
• Ensuring continuity: assets, labor plans, schedules, task lists.
• Setting up the project framework for execution.

Hands-On Preview (Optional if time allows)

• Navigate to a sample project.
• Review linked estimating files and engineering documents.
• View assigned stakeholders and milestone setup.

Post-Session Action Items

• Review active estimating projects and confirm transition readiness.
• Map internal roles to CUBE stakeholder designations.
• Bookmark key screens for Project Management workflows.
• Prepare for deeper project planning configuration in upcoming sessions.

 Note: When scheduling, make sure to include this session code: PM-01.

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