ManageScopeHolistically

Projects

Project Manager Status Division Search (ID / name / GC)

Create New Project

Division Next Project ID Type Entry Date Project Name Project Manager Estimated Value ($) Customer / GC Deliver To (Address / City) Estimate / Bid ID PO / Contract # Intent to Lien Trust Funds Public Works Description

On save: assigns the next ID for the division, creates the SharePoint project folder from the division template, copies the estimate folder into it (S / DIV 30 jobs), and previews the "New Project Entry Request" email to accounting.

Project Meeting

Permission Table — employees, roles & Project_PM abbreviations

Email is the key. Check the roles each person holds. The PM Abbrev maps a person to the Project_PM code used on projects (e.g. Daniel Moore → MOODA).