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Tuesday, September 25, 2012

Site Administrative Manager


Video Tutorial of Site Administrative Manager (SAM)

This is our official project management system, where every task for every project is thoroughly documented and tracked. Take note that you'll be using Internet Explorer for this.

1. Go to the website, project.pwolfe.com.
2. Log in your account details with your company email and password as provided to you.
3. Click on the PROJECTS tab.
4. On the Project Manager menu, scroll down and select the Name of the Project Manager that you are assigned to assist.
5. On Project Status menu, scroll down and select Active.
6. Then, on Project Priority menu, scroll down and select 1 or 2, which indicates the priority level of the project.

For priority level 1, it's the most urgent project. So, select that first, and click Search. In the search results, you'll see the number of items found. These are the current active projects that need to get done and completed.

As you can see, there are title names at the top of the items.

  • Priority indicates the level of urgency through numbers. In this case, you'll see the number 1 only, since we only selected this priority level
  • Number is the code of each project application. 
  • Decription tells you what kind or type of project application it is. 
  • PM indicates the initials of the name of the assigned project manager. 
  • Location is where the project application is located. 
  • Client is the one who seeks consultation with us, and is not necessarily always the owner nor the architect.
  • Type is basically the initials of the types of works. Among these are: 
FCO – Final Certificate of Occupancy only
FCO2 – Final Certificate of Occupancy only after Temporary Certificates of Occupancy
TCO1 – Initial Temporary Certificate of Occupancy
TCO2 – Subsequent Temporary Certificates of Occupancy
CO – Certificate of Occupancy
PA – Place of Assembly
PAA – Post Approval Amendment Application
Reinst – Reinstatement Application
Withd – Withdrawal Application
Init – Initial Application
D-14 – Directive-14
EUP – Equipment Use Permit
SO – Sign off
LOC – Letter of Completion
PL – Plumbing
SP – Sprinkler
SD – Standpipe
FA – Fire Alarm
BL - Boiler
MH – Mechanical
OT – Others (i.e. General Construction, Structural, Architectural)
GC – General Construction
ST – Structutal
AR – Architectural
NB-Low – New Building – Low Rise
NB-High – New Building – High Rise
Alt-I – Alteration Type 1
Alt-II – Alteration Type 2
Alt-III – Alteration Type 3
CONDOAPP – Condominium Appportionment
FTL – Finalize Tax Lot
ViolRemov – Violation Removal
ECB – Environmental Control Board
PC – Professional Certification
Sch-A – Schedule A
Sch-B – Schedule B
Sch-C – Schedule C
ConstrInsp – Contruction Inspection
NW – No Work
WP – Work Permit
BPP – Builder's Pavement Pla

  • Date is the day the application is prepared.
  • Status of the project may be active, inactive, or complete. 
  • Percent is the progress of the project. One completed task to another completed task leads to a bigger percentage, until the percentage becomes 100% which means the project is finally completed, invoiced and billed to the client.
  • Under DOB, there are No., Status, and Date title names. These are the DOB Number for the project application, the latest/current status of the project application, and the date the project application is approved in DOB (Department of Buildings).
  • Notes is where you will write the current status of the project application. You will put in the project notes what latest task is completed and the date of the completion of the latest task, as well as put the next task to get done. You can also put your initials after writing down the notes, to indicate that you are that one who updated the notes.

7. By clicking the percentage, you will see the descending order of the projects according to their progress.
8. Now click one of  the projects. You will then see the main page of the project, where you'll see the tabs Main, Tasks, Work Types, Project Team, Expenses, Transmittals, Files, Details, Objection Guide, Timesheets. Also, on the main page, you'll see the overview of the project such as Project Type, Project Location, and Proposal Title.
9. Click the Tasks tab.
10. Click the Plus Sign of each Category. For instance, click the Plans + tab. You will see each task under this category.
11. Schedule each task with the date of the estimated day and time that the project manager can start on that task. When scheduling a task, click on the Calendar tab under the Action title name, just below the Update tab, and to the rightmost of the Task Description.
12. Once you click the Calendar tab, a pop up will appear. Under the Responsible Person(s) menu, scroll down and select the name of the project manager you are assigned to assist.
13. On Start Date menu, click the small Calendar icon, and a pop up calendar will appear.
14. Then select the date; for instance the day after today. On Start Time menu, choose the time the task can start; for instance 8:00 AM.
15. Click Save, and then click Close.
16. Do steps 11 to 15 to all tasks until all tasks for each category are already scheduled and/or calendared.
17. After scheduling all tasks on that project, add your time on the Add Timesheet tab, just above the Task Descriptons, and at the rightmost of the category name. For instance, on one category, if you finish scheduling the tasks for 15 minutes, put that on the Add Timesheet tab. Click Add Timesheet tab.
18. On the Project Manager menu, select your name or the name of the project manager who has completed the task.
19. On the Activity menu, scroll down and select the type of job you do; for instance Project Task.
20. Then, on Time Spent menu, scroll down and select 0 hours 15 if you are able to finish the task in 15 minutes or how many minutes you are able to finish one task to another.
21. On the Details menu, put the detailed description of the work done; for instance “Scheduled tasks. Performed BIS research. Updated project notes.”
22.  Make sure you don't leave any blank on each menu.

Always input your daily time sheet no matter what kind of tasks you are doing. With this, your performance and progress will be closely monitored.

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