Rolling Project List Updates

Created @February 2, 2024 2:23 PM

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Purpose
This document outlines the procedure for updating the rolling project list in Teams,
which is expected to be done weekly.

Procedure

💡 The rolling project list must be updated every Wednesday by 1pm.

Generating the Work in Progress (WIP) List in

Foundation
1. Log into Foundation.

2. In your menu bar on the left side, select WORK IN PROGRESS.

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 a. If this option is not in the menu bar, return to the main menu and select Job
Costing → J/C Activity → WORK IN PROGRESS.

3. Enter the following information:

a. Sort order: M - Project Manager

b. Sort Range: type the initials of each Project Manager (RT, JR, etc.)

c. Select Report.

4. Use this report to enter information into the rolling project list in Teams.

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 💡 Note: Look at the Percent Complete column. Any project that is 100% or
more is NOT entered into the list in Teams.

Updating the Rolling Project List in Teams

1. Go into Teams → Rolling Project List.

a. Select Files at the top of the screen .

i. Teams usually defaults to “Posts”, so be sure to click on the “Files” tab

shown in the picture to find the file.

b. Open the Excel file.

2. Update the excel sheet with information from the report that you just generated in
Foundation.

3. Add new projects by right entering a new line and completing all of the necessary
information including:

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 a. Job number

b. In Foundation (yes/no)

c. Contractor

d. Job name

e. PM name

f. Sales person

g. Contract value

h. Project phase

i. Installation percent complete

j. Estimated completion date

k. Notes

i. Notes should include brief information about any obstacles with the project
i.e.

Project on hold

Submittals not approved

Waiting on RFI responses

Contract issue

Insurance issue

4. Color-code the projects according to PM so it is easier to see their workload.

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