SOP – Project Management
The instructions here are designed for individuals who are familiar with the AIM Environment. This includes logging in to AIM, WorkDesk, icons, menus, search screens, working with data, and entry screens. If you are new to AiM please refer to the documentation explaining these foundational AiM concepts or go to your supervisor and request training.
As is common in the industry, Projects are defined using various criteria which might include:
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Size or duration of work
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Cost of work
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Funding source
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Desired outcome of work
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Contract type
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Etc.
Some known FOBS Projects include Academic Renovation Projects, “FO” Capital Projects, Infrastructure and Maintenance Fee Projects, Plant Fund Projects, Energy Conservation Projects. Each project has accounting information. The cost of projects are tracked via work order(s) with any associated phase funding methods set to “project” if the costs should be tracked using the project accounts. AiM supports having work orders tracking time, materials and contracts outside of the project accounts on phases separate from those that are Project Funded.
In most cases, Project Groups are also utilized to get a programmatic view of FO efforts.
At the University of Connecticut projects are initiated by completing a Facilities Operations Project Intake form:
Maintenance Project Management in AiM
Once an approved Project is received follow the steps here to mange it in AiM:
- Create a project
- Create a work order within a project
- Create additional Academic Renovations work orders to support billing processes
- Create a work order to track the project schedule
- Create a work order to track cost estimates for the project
- Maintaining Project Information
- Maintaining Project Financials
- Project Close-Out
- Project Reports
- Program Reports
- Document Management for Projects
Supporting Objects Found in Other Modules
- Purchase Orders & Purchase Order Invoices
- Service Contracts & Service Contract Invoices
- Time and Attendance
- External Charges