Engineering WMS

Work Group Leader Training

Connie McLaughlin - 5567
ESTABLISH TASK LIST FOR WMS

Use Seed spreadsheet (provided by Project Controls) to import Task Listing

Blank Seed Spreadsheet

Prepare Task Listing Spreadsheet from work hour estimate using seed
spreadsheet and GEP 3.10 guidelines. ADD is required in column A.

Develop Task Listing Spreadsheet

Import File Structure

Select the WMS icon from the Desktop

WMS Icon

Login using groups name (user id) and password (obtain from
Project Administrator.) (Password cannot be changed .)

Login Screen

Select Project from List of Projects Available To You

Select Project

Main Menu

Main Menu

To Import original task listing and all project related information select Progress Entry / Import From Spreadsheet

Import from Spreadsheet

Import Tasks via Excel Browse to select server, folder, and file

Import Tasks via Excel

Importing

WMS will notify the user if there are any errors

Note: Files
with errors,
will not import
until all errors
are corrected

Click on Print
Error button to
print an Error
Report

WMS will notify the user when the import is successful

Importing

To review imported data - select Progress Entry / Manual Entry

Manual Entry

Leave filters blank or select OK to view all tasks

Query Tasks

Main Screen or working area

Main Screen

Engineering Screen

To Add or View tasks using filters - select Progress Entry / Manual Entry

Path to Add Tasks manually

Enter or select discipline using Filter

Manually Enter
Discipline Code and
click on OK

Provide the Filter - select filters (Step 1)

Filters

Select discipline using Lookup

Click on Lookup to
view a LOV for
Discipline Field,
Highlight code and
click on OK

Provide the Filter - select filters (Step 2)

Select appropriate Discipline from List of Values

Provide the Filter - select filters (Step 3)

Filters

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Discipline selected - Enter or select other filters as desired

Note: Lookup
is available for
all fields

Provide the Filter - select filters (Step 4)

Selected filters are shown

Provide the Filter - select filters (Step 5)

Filters

11

Toolbar Definition

WMS Toolbar

Too add new Tasks, Select Insert icon from toolbar to insert record

Insert a Group of Tasks (Step 1)

New Task

12

To select new Task Library, Select Data / Change Work Op / Library Milestone

Insert a Group of Tasks (Step 2)

New Task

13

Select new Task Work Op and Library Number

Insert a Group of Tasks (Step 3)

New Task

14

New Task Work Op and Library Number have been selected

Insert a Group of Tasks (Step 4)

Enter new Task Area / Description / Weight/(Budget) / (No.) Item

Insert a Group of Tasks (Step 5)

New Task

15

Save Added Tasks (before exiting)

Insert a Group of Tasks (Step 6)

Exiting the Task Listing Screen

Insert a Group of Tasks (Step 7)

Saving Changes and Exiting WMS

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Engineering WMS
Work Group Leader Training
Connie McLaughlin - 4249
ESTABLISH TASK LIST

UPDATE PROGRESS

17

From Previous Detailed Report markup the progress (per GEP 3.10)

Report Details

Example Shows Number of Library Change, Deliverables Change, Weight or Budget Change, Progress and IFC Date Changes

Marked up detail report (See Reports for Steps to run Reports)

18

Update progress - select Progress Entry / Manual Entry

Manual Entry

Query Desired Task Listing using a Filter

(See Filters for Steps to run Filters)

19

Update Progress using marked up detailed report

Update IFC date and (Number of) Items with current data
Change weight (budget) if required/approved
Enter updates to milestone percentages on all applicable tasks

Update Progress

20

Use the Comments field to add any issues, possible changes, PVN numbers etc

Update - add comments

21

Change work op or library number only if required highlight task to change

Change Work Op / Library Milestone select new Library from the LOV

Update - change Library (Step 1)

Library Change

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Warning - all progress will be zeroed out System will notify user prior to Change

Update - change Library (Step 2)

Library Change

23

Work Op / Library Milestone change completed

Update - change Library (Step 5)

Save changes before exiting

Update - change Library (Step 6)

Library Change

24

Engineering WMS
Work Group Leader Training
Connie McLaughlin - 4249
ESTABLISH TASK LIST
UPDATE PROGRESS

REVIEW/PRINT REPORTS

25

To Review or Print Reports Select Reports from the Main Menu

Review/Print Reports (Step 1)

Select Detail Report (work area)

Review_Print Detail Report (Step 2)

Reports

26

Enter a Filter for a Report that shows a specific Engineering Center, Suffix, and Unit

Highlight
the Report
to run

Enter Filter

Review_Print Detail Report (Step 3)

Reports

27

WMS Detailed Report Example (work area)

Review_Print Detail Report (Step 4)

Reports

28

To Print Detail Report Click on the Print Icon

Review_Print Detail Report (Step 5)

To Review or Print Summary Reports Click on Reports in the Menu

Review/Print Summary Reports (Step 1)

Reports

29

Select Summary Report (work area) and enter filters as required

Highlight
the Report
to run

Enter Filter

Review/Print Summary Report (Step 2)

Reports

30

Review Summary Report (work area)

Review/Print Summary Report (Step 3)

Reports

31

Print Summary Report (work area) as required

WMS Reports are for
internal use only, PC
will produce the official
Project Reports

Review/Print Summary Report (Step 4)

Reports

32

Engineering WMS
Work Group Leader Training
Connie McLaughlin - 4249
ESTABLISH TASK LIST
UPDATE PROGRESS
REVIEW/PRINT REPORT

SUBMIT TO PROJECT CONTROLS

PRINT REPORTS FOR RECORDS
33

Submit to Project Controls (PC) at End of Cycle Cut-Off Date provided by PC

Submit to Project Controls (Step 1)

WMS will notify user that the Submittal has been Completed

Submit to Project Controls (Step 2)

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Review Task Listing to ensure all progress has been submitted

Submitted FL set to Y
for submitted tasks and
set to N for nonsubmitted tasks

Percent Complete is
specific to the
query/filter of Tasks

Submit to Project Controls (Step 3)

35

After submitting progress to Project Controls, Calculate Management Tasks

The G10 or
Management Tasks, will
be a calculation based
on the discipline percent
complete
Calc Management Tasks (Step1)

WMS will notify the user when the process has completed

Calc Management Tasks (Step2)

36

After submitting and Calculating Management Tasks, print Detail

and Summary Reports for records

See Reports for Steps to run Reports

37

Engineering WMS
Work Group Leader Training
Connie McLaughlin - 4249

ESTABLISH TASK
UPDATE PROGRESS
REVIEW/PRINT REPORTS
SUBMIT TO PROJECT CONTROLS
PRINT REPORTS FOR RECORD

PVNs
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Use Comments field to note Tasks that have pending PVN work

Approved PVNs will be entered into

WMS but changes must be
coordinated between Engineering &
Project Controls

PDN

39