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PPP07 - Projects and Project Plans

Date post: 23-Jun-2015
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Description:
This session discusses the ways that projects and project plans can be utilized and provides an example of how to generate a project plan.
47
Projects and Project Plans (PPP07) PMs, Procedures, and Projects Track
Transcript
Page 1: PPP07 - Projects and Project Plans

Projects and Project Plans (PPP07)

PMs Procedures and Projects Track

1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following

Member ID PPP_CHECKPOINT Password Checkpoint2014

Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor

Wireless SSID CHECKPOINT Wireless Password CHECKPOINT

Logon Instructions

Presenter Name Ange Garner

Background information

bull Role and expertise at Maintenance Connection

bull Fun Fact

Presenter Bio

Projects Defined

Project Tabs

Common Project Tasks

Project Plans Defined

Project Plan Tabs

Agenda

Projects Overview

Projects Defined

Organize groups of Work Orders and track progress together

Functionality is different than Work Order Groups

Projects Overview

Integrates with Project Plans Module

Easily create Asset group for reporting purposes

Projects Overview (contrsquod)

Details

Work Orders

Assets Locations

Attach

Schedule

Report

Projects Tabs

General Info

bull Name of project

bull Organizational attributes

bull Asset Location associated with project

Details

Schedule Info

bull Target date for completion

bull Estimated Start and End dates

bull Actual Start and End dates

bull Zone

Details (contrsquod)

Status

bull Constraints can be placed on changing status until approval

bull Status changed via Action control

bull Options include Requested Started Denied On-Hold Canceled Closed and Delete

Details (contrsquod)

Approval

bull Organization specific

bull Can require multiple levels of approval

bull Visual indicator used to identify approval state

bull Approve or Reject options

Details (contrsquod)

Budget Comments and Photo

bull Manually-entered Budget information (reference only)

bull Additional comments regarding Project

bull Upload photos for reference

Details (contrsquod)

Lists all Work Orders belonging to Project

Very similar to the Expanded Work Order Explorer

Work Orders

Icon used to represent current approval state

PM Route Order defined for Asset

Work Orders (contrsquod)

Add Remove or Create a new Work Order for Project

bull Removing will disassociate from Project

Work Orders will be automatically associated with the Project

Work Orders (contrsquod)

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 2: PPP07 - Projects and Project Plans

1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following

Member ID PPP_CHECKPOINT Password Checkpoint2014

Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor

Wireless SSID CHECKPOINT Wireless Password CHECKPOINT

Logon Instructions

Presenter Name Ange Garner

Background information

bull Role and expertise at Maintenance Connection

bull Fun Fact

Presenter Bio

Projects Defined

Project Tabs

Common Project Tasks

Project Plans Defined

Project Plan Tabs

Agenda

Projects Overview

Projects Defined

Organize groups of Work Orders and track progress together

Functionality is different than Work Order Groups

Projects Overview

Integrates with Project Plans Module

Easily create Asset group for reporting purposes

Projects Overview (contrsquod)

Details

Work Orders

Assets Locations

Attach

Schedule

Report

Projects Tabs

General Info

bull Name of project

bull Organizational attributes

bull Asset Location associated with project

Details

Schedule Info

bull Target date for completion

bull Estimated Start and End dates

bull Actual Start and End dates

bull Zone

Details (contrsquod)

Status

bull Constraints can be placed on changing status until approval

bull Status changed via Action control

bull Options include Requested Started Denied On-Hold Canceled Closed and Delete

Details (contrsquod)

Approval

bull Organization specific

bull Can require multiple levels of approval

bull Visual indicator used to identify approval state

bull Approve or Reject options

Details (contrsquod)

Budget Comments and Photo

bull Manually-entered Budget information (reference only)

bull Additional comments regarding Project

bull Upload photos for reference

Details (contrsquod)

Lists all Work Orders belonging to Project

Very similar to the Expanded Work Order Explorer

Work Orders

Icon used to represent current approval state

PM Route Order defined for Asset

Work Orders (contrsquod)

Add Remove or Create a new Work Order for Project

bull Removing will disassociate from Project

Work Orders will be automatically associated with the Project

Work Orders (contrsquod)

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 3: PPP07 - Projects and Project Plans

Presenter Name Ange Garner

Background information

bull Role and expertise at Maintenance Connection

bull Fun Fact

Presenter Bio

Projects Defined

Project Tabs

Common Project Tasks

Project Plans Defined

Project Plan Tabs

Agenda

Projects Overview

Projects Defined

Organize groups of Work Orders and track progress together

Functionality is different than Work Order Groups

Projects Overview

Integrates with Project Plans Module

Easily create Asset group for reporting purposes

Projects Overview (contrsquod)

Details

Work Orders

Assets Locations

Attach

Schedule

Report

Projects Tabs

General Info

bull Name of project

bull Organizational attributes

bull Asset Location associated with project

Details

Schedule Info

bull Target date for completion

bull Estimated Start and End dates

bull Actual Start and End dates

bull Zone

Details (contrsquod)

Status

bull Constraints can be placed on changing status until approval

bull Status changed via Action control

bull Options include Requested Started Denied On-Hold Canceled Closed and Delete

Details (contrsquod)

Approval

bull Organization specific

bull Can require multiple levels of approval

bull Visual indicator used to identify approval state

bull Approve or Reject options

Details (contrsquod)

Budget Comments and Photo

bull Manually-entered Budget information (reference only)

bull Additional comments regarding Project

bull Upload photos for reference

Details (contrsquod)

Lists all Work Orders belonging to Project

Very similar to the Expanded Work Order Explorer

Work Orders

Icon used to represent current approval state

PM Route Order defined for Asset

Work Orders (contrsquod)

Add Remove or Create a new Work Order for Project

bull Removing will disassociate from Project

Work Orders will be automatically associated with the Project

Work Orders (contrsquod)

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 4: PPP07 - Projects and Project Plans

Projects Defined

Project Tabs

Common Project Tasks

Project Plans Defined

Project Plan Tabs

Agenda

Projects Overview

Projects Defined

Organize groups of Work Orders and track progress together

Functionality is different than Work Order Groups

Projects Overview

Integrates with Project Plans Module

Easily create Asset group for reporting purposes

Projects Overview (contrsquod)

Details

Work Orders

Assets Locations

Attach

Schedule

Report

Projects Tabs

General Info

bull Name of project

bull Organizational attributes

bull Asset Location associated with project

Details

Schedule Info

bull Target date for completion

bull Estimated Start and End dates

bull Actual Start and End dates

bull Zone

Details (contrsquod)

Status

bull Constraints can be placed on changing status until approval

bull Status changed via Action control

bull Options include Requested Started Denied On-Hold Canceled Closed and Delete

Details (contrsquod)

Approval

bull Organization specific

bull Can require multiple levels of approval

bull Visual indicator used to identify approval state

bull Approve or Reject options

Details (contrsquod)

Budget Comments and Photo

bull Manually-entered Budget information (reference only)

bull Additional comments regarding Project

bull Upload photos for reference

Details (contrsquod)

Lists all Work Orders belonging to Project

Very similar to the Expanded Work Order Explorer

Work Orders

Icon used to represent current approval state

PM Route Order defined for Asset

Work Orders (contrsquod)

Add Remove or Create a new Work Order for Project

bull Removing will disassociate from Project

Work Orders will be automatically associated with the Project

Work Orders (contrsquod)

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 5: PPP07 - Projects and Project Plans

Projects Overview

Projects Defined

Organize groups of Work Orders and track progress together

Functionality is different than Work Order Groups

Projects Overview

Integrates with Project Plans Module

Easily create Asset group for reporting purposes

Projects Overview (contrsquod)

Details

Work Orders

Assets Locations

Attach

Schedule

Report

Projects Tabs

General Info

bull Name of project

bull Organizational attributes

bull Asset Location associated with project

Details

Schedule Info

bull Target date for completion

bull Estimated Start and End dates

bull Actual Start and End dates

bull Zone

Details (contrsquod)

Status

bull Constraints can be placed on changing status until approval

bull Status changed via Action control

bull Options include Requested Started Denied On-Hold Canceled Closed and Delete

Details (contrsquod)

Approval

bull Organization specific

bull Can require multiple levels of approval

bull Visual indicator used to identify approval state

bull Approve or Reject options

Details (contrsquod)

Budget Comments and Photo

bull Manually-entered Budget information (reference only)

bull Additional comments regarding Project

bull Upload photos for reference

Details (contrsquod)

Lists all Work Orders belonging to Project

Very similar to the Expanded Work Order Explorer

Work Orders

Icon used to represent current approval state

PM Route Order defined for Asset

Work Orders (contrsquod)

Add Remove or Create a new Work Order for Project

bull Removing will disassociate from Project

Work Orders will be automatically associated with the Project

Work Orders (contrsquod)

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 6: PPP07 - Projects and Project Plans

Organize groups of Work Orders and track progress together

Functionality is different than Work Order Groups

Projects Overview

Integrates with Project Plans Module

Easily create Asset group for reporting purposes

Projects Overview (contrsquod)

Details

Work Orders

Assets Locations

Attach

Schedule

Report

Projects Tabs

General Info

bull Name of project

bull Organizational attributes

bull Asset Location associated with project

Details

Schedule Info

bull Target date for completion

bull Estimated Start and End dates

bull Actual Start and End dates

bull Zone

Details (contrsquod)

Status

bull Constraints can be placed on changing status until approval

bull Status changed via Action control

bull Options include Requested Started Denied On-Hold Canceled Closed and Delete

Details (contrsquod)

Approval

bull Organization specific

bull Can require multiple levels of approval

bull Visual indicator used to identify approval state

bull Approve or Reject options

Details (contrsquod)

Budget Comments and Photo

bull Manually-entered Budget information (reference only)

bull Additional comments regarding Project

bull Upload photos for reference

Details (contrsquod)

Lists all Work Orders belonging to Project

Very similar to the Expanded Work Order Explorer

Work Orders

Icon used to represent current approval state

PM Route Order defined for Asset

Work Orders (contrsquod)

Add Remove or Create a new Work Order for Project

bull Removing will disassociate from Project

Work Orders will be automatically associated with the Project

Work Orders (contrsquod)

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 7: PPP07 - Projects and Project Plans

Integrates with Project Plans Module

Easily create Asset group for reporting purposes

Projects Overview (contrsquod)

Details

Work Orders

Assets Locations

Attach

Schedule

Report

Projects Tabs

General Info

bull Name of project

bull Organizational attributes

bull Asset Location associated with project

Details

Schedule Info

bull Target date for completion

bull Estimated Start and End dates

bull Actual Start and End dates

bull Zone

Details (contrsquod)

Status

bull Constraints can be placed on changing status until approval

bull Status changed via Action control

bull Options include Requested Started Denied On-Hold Canceled Closed and Delete

Details (contrsquod)

Approval

bull Organization specific

bull Can require multiple levels of approval

bull Visual indicator used to identify approval state

bull Approve or Reject options

Details (contrsquod)

Budget Comments and Photo

bull Manually-entered Budget information (reference only)

bull Additional comments regarding Project

bull Upload photos for reference

Details (contrsquod)

Lists all Work Orders belonging to Project

Very similar to the Expanded Work Order Explorer

Work Orders

Icon used to represent current approval state

PM Route Order defined for Asset

Work Orders (contrsquod)

Add Remove or Create a new Work Order for Project

bull Removing will disassociate from Project

Work Orders will be automatically associated with the Project

Work Orders (contrsquod)

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 8: PPP07 - Projects and Project Plans

Details

Work Orders

Assets Locations

Attach

Schedule

Report

Projects Tabs

General Info

bull Name of project

bull Organizational attributes

bull Asset Location associated with project

Details

Schedule Info

bull Target date for completion

bull Estimated Start and End dates

bull Actual Start and End dates

bull Zone

Details (contrsquod)

Status

bull Constraints can be placed on changing status until approval

bull Status changed via Action control

bull Options include Requested Started Denied On-Hold Canceled Closed and Delete

Details (contrsquod)

Approval

bull Organization specific

bull Can require multiple levels of approval

bull Visual indicator used to identify approval state

bull Approve or Reject options

Details (contrsquod)

Budget Comments and Photo

bull Manually-entered Budget information (reference only)

bull Additional comments regarding Project

bull Upload photos for reference

Details (contrsquod)

Lists all Work Orders belonging to Project

Very similar to the Expanded Work Order Explorer

Work Orders

Icon used to represent current approval state

PM Route Order defined for Asset

Work Orders (contrsquod)

Add Remove or Create a new Work Order for Project

bull Removing will disassociate from Project

Work Orders will be automatically associated with the Project

Work Orders (contrsquod)

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 9: PPP07 - Projects and Project Plans

General Info

bull Name of project

bull Organizational attributes

bull Asset Location associated with project

Details

Schedule Info

bull Target date for completion

bull Estimated Start and End dates

bull Actual Start and End dates

bull Zone

Details (contrsquod)

Status

bull Constraints can be placed on changing status until approval

bull Status changed via Action control

bull Options include Requested Started Denied On-Hold Canceled Closed and Delete

Details (contrsquod)

Approval

bull Organization specific

bull Can require multiple levels of approval

bull Visual indicator used to identify approval state

bull Approve or Reject options

Details (contrsquod)

Budget Comments and Photo

bull Manually-entered Budget information (reference only)

bull Additional comments regarding Project

bull Upload photos for reference

Details (contrsquod)

Lists all Work Orders belonging to Project

Very similar to the Expanded Work Order Explorer

Work Orders

Icon used to represent current approval state

PM Route Order defined for Asset

Work Orders (contrsquod)

Add Remove or Create a new Work Order for Project

bull Removing will disassociate from Project

Work Orders will be automatically associated with the Project

Work Orders (contrsquod)

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 10: PPP07 - Projects and Project Plans

Schedule Info

bull Target date for completion

bull Estimated Start and End dates

bull Actual Start and End dates

bull Zone

Details (contrsquod)

Status

bull Constraints can be placed on changing status until approval

bull Status changed via Action control

bull Options include Requested Started Denied On-Hold Canceled Closed and Delete

Details (contrsquod)

Approval

bull Organization specific

bull Can require multiple levels of approval

bull Visual indicator used to identify approval state

bull Approve or Reject options

Details (contrsquod)

Budget Comments and Photo

bull Manually-entered Budget information (reference only)

bull Additional comments regarding Project

bull Upload photos for reference

Details (contrsquod)

Lists all Work Orders belonging to Project

Very similar to the Expanded Work Order Explorer

Work Orders

Icon used to represent current approval state

PM Route Order defined for Asset

Work Orders (contrsquod)

Add Remove or Create a new Work Order for Project

bull Removing will disassociate from Project

Work Orders will be automatically associated with the Project

Work Orders (contrsquod)

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 11: PPP07 - Projects and Project Plans

Status

bull Constraints can be placed on changing status until approval

bull Status changed via Action control

bull Options include Requested Started Denied On-Hold Canceled Closed and Delete

Details (contrsquod)

Approval

bull Organization specific

bull Can require multiple levels of approval

bull Visual indicator used to identify approval state

bull Approve or Reject options

Details (contrsquod)

Budget Comments and Photo

bull Manually-entered Budget information (reference only)

bull Additional comments regarding Project

bull Upload photos for reference

Details (contrsquod)

Lists all Work Orders belonging to Project

Very similar to the Expanded Work Order Explorer

Work Orders

Icon used to represent current approval state

PM Route Order defined for Asset

Work Orders (contrsquod)

Add Remove or Create a new Work Order for Project

bull Removing will disassociate from Project

Work Orders will be automatically associated with the Project

Work Orders (contrsquod)

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 12: PPP07 - Projects and Project Plans

Approval

bull Organization specific

bull Can require multiple levels of approval

bull Visual indicator used to identify approval state

bull Approve or Reject options

Details (contrsquod)

Budget Comments and Photo

bull Manually-entered Budget information (reference only)

bull Additional comments regarding Project

bull Upload photos for reference

Details (contrsquod)

Lists all Work Orders belonging to Project

Very similar to the Expanded Work Order Explorer

Work Orders

Icon used to represent current approval state

PM Route Order defined for Asset

Work Orders (contrsquod)

Add Remove or Create a new Work Order for Project

bull Removing will disassociate from Project

Work Orders will be automatically associated with the Project

Work Orders (contrsquod)

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 13: PPP07 - Projects and Project Plans

Budget Comments and Photo

bull Manually-entered Budget information (reference only)

bull Additional comments regarding Project

bull Upload photos for reference

Details (contrsquod)

Lists all Work Orders belonging to Project

Very similar to the Expanded Work Order Explorer

Work Orders

Icon used to represent current approval state

PM Route Order defined for Asset

Work Orders (contrsquod)

Add Remove or Create a new Work Order for Project

bull Removing will disassociate from Project

Work Orders will be automatically associated with the Project

Work Orders (contrsquod)

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 14: PPP07 - Projects and Project Plans

Lists all Work Orders belonging to Project

Very similar to the Expanded Work Order Explorer

Work Orders

Icon used to represent current approval state

PM Route Order defined for Asset

Work Orders (contrsquod)

Add Remove or Create a new Work Order for Project

bull Removing will disassociate from Project

Work Orders will be automatically associated with the Project

Work Orders (contrsquod)

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 15: PPP07 - Projects and Project Plans

Icon used to represent current approval state

PM Route Order defined for Asset

Work Orders (contrsquod)

Add Remove or Create a new Work Order for Project

bull Removing will disassociate from Project

Work Orders will be automatically associated with the Project

Work Orders (contrsquod)

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 16: PPP07 - Projects and Project Plans

Add Remove or Create a new Work Order for Project

bull Removing will disassociate from Project

Work Orders will be automatically associated with the Project

Work Orders (contrsquod)

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 17: PPP07 - Projects and Project Plans

Auto-link Assets from Project Work Orders

List Group set of Assets together

Assets listed through Work Order association cannot be removed

Assets Locations

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 18: PPP07 - Projects and Project Plans

Selection Box Name ID and Location displayed for each Asset

Only manually added Assets have control to available to remove them

Assets Locations (contrsquod)

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 19: PPP07 - Projects and Project Plans

Documents and Notes stored on Attach tab for displayed Project

Features to add edit remove etc are similar in all modules

Attach

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 20: PPP07 - Projects and Project Plans

Calendar view of Work Orders

Work Order details and functionality same as standard Calendar

Schedule

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 21: PPP07 - Projects and Project Plans

Cost summary of Work Orders for Project

Labor materials (parts) other costs and total costs

Print export or email displayed data

Report

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 22: PPP07 - Projects and Project Plans

Change Project Status

Approve Project

View Project History (Audit Trail)

Delete Project

Common Project Tasks

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 23: PPP07 - Projects and Project Plans

Project progression involves status changes

Typical Status changes

bull Requested Started Completed Closed

bull Requested Denied or On-Hold

Change Project Status

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 24: PPP07 - Projects and Project Plans

Approvals must be setup in Access Group Rights

Level of Approval set will be displayed

Approve Project

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 25: PPP07 - Projects and Project Plans

History of important changes made to Projects

Useful for tracking information from audit trail

View Project History (Audit Trail)

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 26: PPP07 - Projects and Project Plans

Projects can be deleted permanently

Highly recommended to Deny or Cancel

Delete Project

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 27: PPP07 - Projects and Project Plans

Project Plans Overview

Sequence and Dependencies

Project Plans and PMs

Project Plans Defined

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 28: PPP07 - Projects and Project Plans

Automates generation and scheduling of associated Work Orders

Can define dependencies

Define project template for recurring Projects

Project Plans Overview

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 29: PPP07 - Projects and Project Plans

Work Orders defined by Project Plan Procedures may have defined dependencies

Project is created to manage and schedule this group of Work Orders

Project Plans Overview (contrsquod)

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 30: PPP07 - Projects and Project Plans

Manually generated or scheduled using PM Module

Can be added to PM Schedule on Procedures Tab

Project Plans Overview (contrsquod)

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 31: PPP07 - Projects and Project Plans

Sequence is the order that the Procedure is listed

Dependency is based on sequence and defined status

Sequence and Dependencies

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 32: PPP07 - Projects and Project Plans

Example of sequence and dependencies

Sequence and Dependencies (contrsquod)

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 33: PPP07 - Projects and Project Plans

Listed project results in generation of set of predefined Work Orders

Adding Project Plan functions similarly to Procedures

Project Plans and PMs

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 34: PPP07 - Projects and Project Plans

In this example a Project Plan will be created for street paving and will include the following steps

bull Set Details of Project Plan

bull Add Procedures

bull Define dependencies sequence

bull Generate Project Plan

bull Schedule Work Orders on Project Calendar

Generate Project Plan Example

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 35: PPP07 - Projects and Project Plans

Details are added for Project Plan

Generate Project Plan Example (contrsquod)

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 36: PPP07 - Projects and Project Plans

6 Procedures are added

Generate Project Plan Example (contrsquod)

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 37: PPP07 - Projects and Project Plans

Dependencies and Sequences are defined

Generate Project Plan Example (contrsquod)

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 38: PPP07 - Projects and Project Plans

Project Plan is manually generated

Generate Project Plan Example (contrsquod)

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 39: PPP07 - Projects and Project Plans

Work Orders are scheduled on Project Calendar

Generate Project Plan Example (contrsquod)

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 40: PPP07 - Projects and Project Plans

Details

Procedures

Attach

Project Plan Tabs

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 41: PPP07 - Projects and Project Plans

Project Plan Info

bull ID and Name

bull Category (lighting capital etc)

Details

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 42: PPP07 - Projects and Project Plans

Details

bull Organizational attributes

Status and Photo

bull Active or inactive

bull Photo for identification

Details (contrsquod)

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 43: PPP07 - Projects and Project Plans

Each Procedure results in associated Work Order after generation

Add or remove functionality same as PM Module

Procedures

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 44: PPP07 - Projects and Project Plans

Documents and notes associated with project plan

Reference information only (not populated onto Work Orders)

Attach

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 45: PPP07 - Projects and Project Plans

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 46: PPP07 - Projects and Project Plans

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Project Module Overview

Project Plans Overview

Generate Project Plan

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip

Page 47: PPP07 - Projects and Project Plans

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip


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