Course Code: PM-09
Goal: Centralize all project-related documentation, ensuring accurate version control and streamlined access across the project team.

Session Overview

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

Resources Provided:

• Document Upload and Categorization Guide
• Cloud Linking Integration Quick Reference
• Access and Permissions Matrix
• Task/Asset Association Guide

Learning Objectives

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

• Upload and categorize documents properly in CUBE.
• Link external documents from cloud platforms like Google Drive and Dropbox.
• Control document access, manage permissions, and track revisions.
• Associate key documents to tasks, RFIs, change orders, and project assets.

Session Agenda

9.1 Uploading and Categorizing Documents

• Upload directly to project file libraries.
• Categorize by type (e.g., Drawings, Submittals, Contracts, Closeouts).
• Use metadata tagging for easier searchability.

9.2 Linking Files from Cloud Systems

• Connect to Google Drive, Dropbox, and OneDrive.
• Insert live file links without duplicating data.
• Maintain centralized file management across cloud systems.

9.3 Controlling Access and Tracking Revisions

• Assign role-based access controls.
• Track version history and document changes.
• Restore previous versions if necessary.

9.4 Associating Documents to Tasks, RFIs, and Change Orders

• Attach relevant documents directly to:
• Project tasks
• RFIs and clarifications
• Change Order submissions and approvals
• Ensure document context is preserved across project actions.

Hands-On Preview (Optional if time allows)

• Upload a sample drawing set.
• Link external documents.
• Associate documents to open RFIs.

Post-Session Action Items

• Standardize document naming conventions.
• Audit current project file libraries for categorization gaps.
• Link critical documents to upcoming project milestones.

 Note: When scheduling, make sure to include this session code: PM-09.

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