Safety
When a safety hazard is observed, team members are encouraged to Stop, Call, and do this.
Wait
This Sensei role will commit against proposed hours when a team member needs to be assigned tasks in a project.
Resource Manager
This document attempts to clearly outline roles and responsibilities within the Internal Project Team
RACI Matrix
Project Level Forecasts are a snapshot, and only reflect financials at a moment in time, but this report can be pulled in real-time and should be referenced to review project financial health.
PFR (Project Financial Report)
Name 3 items that a Project Management Team should be able to find in a Daily Site Report
Site Staffing, Material Deliveries, Safety Information, Work Performed, Relevant Photos
Once go-live is completed and the work area is no longer an active job site, the expectation is to continue wearing these items of PPE.
High-visibility safety vests and safety-toe footwear?
The remaining work on a schedule in POL is updated when team members do this.
Submit their timesheets
Spare parts are typically separated into commissioning spares and customer spares. Tell me when each should be fully available.
Commish - prior to commish start.
Customer spares - prior to go-live.
This report reflects pending vendor payments - and should be reviewed if stopping payment is being considered.
Payment Register Report
An OEM Vendor is attempting to collect final payment for a machine that is inconsistently hitting rate and has uptime concerns. Who should I contact to ensure payment is not sent.
PAS or AP
Limit driving speed on powered industrial trucks to below this pace. (Within 1 mph).
5 mph
This value is used in POL for progress and earned value calculations (remember to set it!).
Status Date
These types of costs should be reviewed and cleared either by closing open POs or working with vendors to complete invoicing before project closure.
Committed Costs
This color on a PFR indicates $0 revenue in a specific category/subproject on a PFR - resulting in zero or negative profit.
Yellow
A customer is looking to descope a small part of their system temporarily to focus on throughput for the upcoming peak season - what document should the PM prepare to create clear expectations in this scenario?
Change Order
Bastian Solutions has 16 ORIs in calendar year 2023. ORI stands for this.
OSHA Recordable Injury
These tasks - not able to be changed manually in an IS schedule - are linked from sub-schedules to track on-time delivery and accurately reflect delays.
Deliverables
This role is responsible for tracking and triggering contract billing milestones.
Project Manager
This color on a PFR indicates that committed costs plus costs incurred are greater than the forecast - resulting in a negative cost to complete.
A customer comes to a PM after system acceptance is achieved and has concerns about rate about an area which was not previously a concern. What document should demonstrate design rate versus tested rate?
ORT Test Plan.
Lock Out / Tag Out is a process for isolating energy sources - name 4 of the 9 potential kinds of energy sources that may need isolated.
Electrical, Mechanical, Hydraulic, Compressed Gas, Radio Frequency, Thermal, Steam, Pneumatic, and Gravity
I want to update my schedule but need to understand the impacts sub-schedules may have before sycning. I can use this option in POL to review before sync.
Manage Dependencies
In addition to an Integration walkthrough, these two walkthroughs with the customer should establish items for the final punchlist.
Static and Dynamic Walkthroughs
On 12/11/23, a Project Manager posted timesheet hours to Duluth SE (23-100246). Tell me how many hours were on that transaction, and the total cost.
4 Hours, $592
OTD (On-Time Delivery) is a measure of a tasks actual finish date compared to it's what?
Due date or deadline date.