Course Code: PM-02
Goal: Learn to properly initialize a new project after it’s sold, ensuring that all setup information is accurate, complete, and aligned with project execution workflows.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Beginner to Intermediate (Ideal for project managers, project admins, and engineers)

Resources Provided:

• Project Activation Checklist
• Client Contact Entry Quick Guide
• Project Role Assignment Matrix
• Milestone Planning Template

Learning Objectives

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

• Activate a new project and initiate standard workflows.
• Enter project address, client contacts, and key contract information.
• Assign project team members and define their roles in CUBE.
• Establish project key dates and set contract milestone targets.

Session Agenda

 2.1 Activating Project Workflows

• Locate and activate awarded estimates or manually create new projects.
• Initiate project workflows:
  • Setup checklist (site info, contacts, contracts)
  • Assign work packages if applicable
  • Initiate internal project handoff process
    

2.2 Entering Project Address, Client Contacts, and Contract Details

• Enter full project address with timezone and regional settings.
• Add client contacts:
• Project Manager (Client-side)
• Site Supervisor
• Accounting/Billing Contacts
• Enter contract specifics:
• Contract number
• Contract value
• Retainage terms
• Warranty terms

2.3 Assigning the Team and Defining Roles

• Assign project team members:
• Internal PM
• Lead Engineer
• Field Supervisor
• Billing Coordinator
• Define user permissions and notification settings.
• Importance of role clarity for smooth workflow notifications and reporting.

2.4 Setting Key Dates and Contract Milestones

• Define:
• Project start date
• Project substantial completion date
• Final acceptance date
• Enter major contract milestones:
• Equipment delivery
• Rough-in completion
• Final commissioning
• Link milestones to dashboard tracking and alerts.

Hands-On Preview (Optional if time allows)

• Create a sample project.
• Enter a sample client and project address.
• Assign a basic project team.
• Setup 3 sample milestones tied to contract dates.

Post-Session Action Items

• Review pending awarded projects and practice initial project creation.
• Confirm role assignments align with internal organizational structure.
• Set internal milestone standards (naming, frequency, alert levels).
• Prepare for next session covering project task setup and scheduling (PM-03).

 Note: When scheduling, make sure to include this session code: PM-02.

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