Course Code: PM-07
Goal: Maintain control over changing project conditions by properly managing Change Orders, RFIs, and Punch Lists, while using dashboards to monitor project health.

Session Overview

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

Resources Provided:

• Change Order Process Guide
• RFI Management Quick Reference
• Punch List Setup Template
• Issue Dashboard Walkthrough

Learning Objectives

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

• Create and track Change Orders with financial implications.
• Manage Requests for Information (RFIs) centrally within projects.
• Create, assign, and close Punch List items.
• Use dashboards to visualize and manage open issues and project trends.

Session Agenda

7.1 Creating and Tracking Change Orders

• Create internal and external Change Orders.
• Assign financial impact values and scope adjustments.
• Link Change Orders to original contract value and SOV (if applicable).
• Track approval status and document attachments.

7.2 Managing RFIs Centrally Across Projects

• Submit new RFIs from field or office.
• Assign reviewers internally or externally.
• Track responses, due dates, and impact notes.
• Use RFI logs to monitor outstanding clarifications.

7.3 Creating Punch List Items and Closing Tasks

• Add Punch List tasks:
• From field mobile app
• During project closeout walkthroughs
• Assign Punch List items to responsible parties.
• Track status (open, in review, closed).
• Attach photos, notes, and deadlines.

7.4 Using Dashboards to Visualize Workload and Trends

• Overview of Project Health Dashboards.
• Monitor open Change Orders, RFIs, Punch List items.
• Identify at-risk projects based on trends.
• Export dashboards for internal or client reporting.

Hands-On Preview (Optional if time allows)

• Create a Change Order and track approval stages.
• Submit a sample RFI and simulate response logging.
• Create and close a Punch List item via mobile.

Post-Session Action Items

• Standardize Change Order and RFI submission formats.
• Set deadlines for Punch List clearance per project phase.
• Review open issues weekly via dashboards for project health meetings.

 Note: When scheduling, make sure to include this session code: PM-07.

Schedule Your One-to-One Session