Standard Operating Procedures
Configure Project Groups
PURPOSE:
The Project groups are utilized to get a programatic view of Facilities Operations efforts.
BACKGROUND:
There is no out-of-the-box functionality in AiM related to Project Groups. Because there is not functionality related to project groups it could be misleading that these groups require a Project Type and a Project Status. Neither of these fields are used to enforce Project Type or Project Status. As a result a place holder Project Type, UCONN, was created specifically to support Project Groups. A place holder Project Status, GROUPING, was created specifically to support Project Groups.
Project Group Notes:
- When Defining a new project group always pick type=UCONN and status= GROUPING
- When Defining a new project group always remember to set the UDF, Project Bucket.
- If a particular Project Group can be both Alterations and Renovations and Renewals and Replacements, create two project groups. The first should have a suffix ‘-A’ and the second should have a suffix ‘-R’ to reflect Alterations and Renovations (-A) OR Renewals and Replacements (-R)
Current UConn Project Groups:
| Project Group | Description | Status | Project Type | Project Bucket (User Defined Field) | Enforce Distribution |
| ELEVATOR | Projects related to maintenance, repair and/or replacement of elevators. | GROUPING | UCONN | RR | NO |
| ENVELOPE | Projects related to the maintenance, repair and/or replacement of the exterior of a building, such as windows, doors, facades, siding and roofing. | GROUPING | UCONN | RR | NO |
| LANDSCAPE-A | Projects related to the maintenance, repair and/or replacement of landscape and hardscape. | GROUPING | UCONN | AR | NO |
| LANDSCAPE-R | Projects related to the maintenance, repair and/or replacement of landscape and hardscape. | GROUPING | UCONN | RR | NO |
| HAZMAT | Projects related to environmental remediation, such as mold, lead, asbestos, PCBs and silica dust. | GROUPING | UCONN | RR | NO |
| INFRASTRUCTURE | Projects related to the maintenance, repair and/or replacement of utilities, such as steam, water or other underground systems. | GROUPING | UCONN | RR | NO |
| LIFE SAFETY | Projects related to the maintenance, repair and/or replacement of life safety systems, such as fire panels and sprinkler systems. | GROUPING | UCONN | RR | NO |
| PHYSICAL SEC | Projects related to the maintenance, repair and/or replacement of locks, building security and cameras. | GROUPING | UCONN | RR | NO |
| MEP | Projects related to the maintenance, repair and/or replacement of mechanical (HVAC and EMS), electrical and plumbing systems in a building. | GROUPING | UCONN | RR | NO |
| PARKING | Projects related to maintenance, repair and/or replacement of parking garages or lots. | GROUPING | UCONN | RR | NO |
| REFURBISHMENT | Projects related to refurbishment of rooms or buildings due to needed programmatic or aesthetic improvements. | GROUPING | UCONN | AR | NO |
| RENOVATION | Projects related to the renovation of classrooms, offices, bathrooms and labs. | GROUPING | UCONN | AR | NO |
| ENERGY CONSERVE | Projects related to energy conservation, such as conversion to LED lighting or metering. | GROUPING | UCONN | RR | NO |
PROCEDURE:
| 1. Navigate to the Project Management module on the main menu. |  |
| 2. Navigate to the Project Management screen and click the link to Project Groups | |
| 3. To look at existing project groups you can select Browse or use the search function to refine search. When adding select New. | |
| 4. Enter Project Group name and description.
5, Set Enforce Distribution to No; Set Project Type to UConn. This should cause the Project Group Status to set by default to Grouping. |
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| 6. Click on User Defined Fields | |
| 7. Set the Project Bucket to either AR or RR | |
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ROLES USED:
The System Administrator is responsible for managing and overseeing the Project Management module its configuration and functionality.
Return to Project Management Module SOP