Course Code: CX-02
Goal: Learn to properly create and prepare projects for commissioning activities within CUBE Cx, ensuring smooth workflows and clear project visibility.

Session Overview

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

Resources Provided:

• CUBE Cx Project Setup Guide
• Project Creation Flowchart
• Phase Setup Reference Sheet
• Multi-site Project Management Overview

Learning Objectives

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

• Access and navigate the Home Page and "My Projects" dashboard.
• Create and configure a new commissioning project, from start to finish.
• Link estimates, project scopes, and phase setups to a new project.
• Adjust project settings to establish key project details and user permissions.
• Prepare projects for multi-phase and multi-site operations.

Session Agenda

CX2.1 Exploring the Home Page and "My Projects" Dashboard

• Introduction to the Home Page:
  
• Overview of the CUBE Cx interface and its components.
  
• Key features of the Home Page (e.g., notifications, recent activity, shortcuts).
  
  
• Navigating "My Projects" Dashboard:
  
• Understanding the "My Projects" dashboard layout.
  
• Filtering and sorting projects for quick access.
• Searching for existing projects based on specific criteria (e.g., phase, status).

CX2.2 Creating a New Project: Step-by-Step

• Initiating a New Project:
  
• Overview of the project creation process within CUBE Cx.
  
• Step-by-step guide to starting a new project.
  
  
• Entering Project Information:
  
• Inputting essential project details (e.g., project name, client, location).
  
• Setting up project timelines and deadlines.
  
  
• Linking Estimates and Scopes:
  
• Connecting project estimates to ensure accurate budget forecasting.
• Adding project scope details, including specific commissioning goals.

CX2.3 Linking Estimates, Project Scopes, and Phase Setup

• Linking Estimates to Projects:
  
• How to import or manually link estimates to commissioning projects.
  
• Best practices for ensuring accurate budget tracking and alignment with project scope.
  
  
• Setting Up Project Phases:
  
• Defining project phases within CUBE Cx and linking them to specific commissioning activities.
  
• Overview of phase-specific data and how it feeds into the overall project workflow.
  
  
• Ensuring Alignment between Scope and Phases:
  • How to ensure that each project phase aligns with the defined scope and timeline.

CX2.4 Project Settings: Establishing Project Details and Permissions

• Project Details Configuration:
  
• How to customize project settings based on specific commissioning needs.
  
• Adding team members and assigning roles (e.g., project manager, field technician).
  
  
• Permissions Setup:
  
• Setting up user access levels and permissions for various roles within the project.
• Controlling data visibility and ensuring the right stakeholders have access to the necessary information.

CX2.5 Preparing Projects for Multi-phase and Multi-site Operations

• Multi-phase Project Setup:
  
• How to set up projects with multiple phases and manage transitions between phases.
  
• How to allocate resources effectively across different project phases.
  
  
• Multi-site Project Setup:
  
• Setting up projects that involve multiple locations/sites.
• Managing cross-site communication, task tracking, and reporting.
  
  
• Coordinating Operations:
  
• Best practices for ensuring smooth coordination between multiple phases and sites.
• Using CUBE Cx to monitor progress and ensure consistency across sites.

Hands-On Preview (Optional if time allows)

• Create a new project from scratch in CUBE Cx, entering all necessary details (name, scope, estimate).
• Link a project estimate and define project phases.
• Explore the project settings, adding team members and adjusting permissions.

Post-Session Action Items

• Review project templates to ensure all fields are set up for easy project creation.
• Test creating a new project internally to familiarize yourself with the process.
• Set up a sample multi-phase project to practice managing operations across different stages.

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

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