WorkLine^TM Projects Module

Overview

The Projects Module handles all major jobs that are classified as projects.  The module handles the job from initial intake, through estimating, approvals, materials ordering, scheduling, and work accomplishment.  Reports provide information all through the process for management, supervisors, and historical analysis.

Those persons authorized to access the system may query the system for the status of any work request. WorkLine^TM handles the tracking, classification, and documentation for Work Level II and III.  WorkLine also handles the appropriate costing, tracking, and documentation of Davis Bacon work.

Each project stores a rich assortment of data. The data is accessed through screens that match the phases of the job.  The phases are:

The General Information portion of the Project Module contains a rich assortment of information including the project name and number, it's status and priority, and a description of work.  It also shows the facility and location within the facility, the lead shop, requestor information, estimator information, and other specific details about the work.  It includes the Basic Plan, and whether work is done by staff employees or contractors.  Detailed funding information is tracked.

Estimate Summary

The Estimate Summary displays four columns of data about project costs.  First, a Preliminary Scope Estimate is displayed.  The next column shows a summary of the unposted detailed estimate.  The third column shows the amount of the estimate in the Work Plan that has been posted from the estimate.  The final column shows the actual costs expended as of the moment the screen is entered..  In addition to labor, equipment, contractor, and material costs, the screen shows contingency allowances, costs for G & A, and contractor fees.

The Estimate and R. S. Means Database

The Estimate is integrated with the R. S. Means database.  It draws data from the Means database.  The estimator designates which shop will do each line-item in the estimate, applies the proper estimated quantities, and WorkLine^TM extends the line out.  G & A, and other variable costs are applied from values stored with the estimate.  Where absent, the values are drawn from defaults set in the control file.  Unlimited estimate lines can be loaded into each project.

Work Plan

The Work Plan is developed by the planner or estimator, once the estimate has been approved.  The Work Plan is created by WorkLine^TM directly from the estimate.  Detailed "Work Plan Elements" are created for each phase of the work for each shop.  Detail lines are attached to each plan phase showing the labor, equipment, and materials to be used on the job.  When the plan is approved, the estimator automatically generates work orders from these "lines", for each shop.  A Bill of Materials is created for each job.  After the elements are marked indicating those lines to be drawn from inventory, purchase requisitions are automatically created for the remaining items.

Work Analysis

Upon approval of the Work Plan, the system automatically generates work orders for each shop, for each phase.  The Work Analysis component of the WorkLine^TM Projects Module allows system users to view the progress and status of the underlying work orders for the project as the work progresses on a day-to-day basis.

Project Notes

Notes allows the estimator to store up to 99 pages of notes about each project.  The notes include a mini-word processor with many tools for editing.  The tools include spell checking, cut and paste, line wrap, and string searches.

On-Line Journal