8/8/2019 CRP2 ProjectsX Functional Flow HighLevel
1/13
Create CIP 47MIL Budget
Fund 100% Port
Cash; Approveproject. Baseline
#1
(7.1) Award toDesign Consultant
(Moffat & Nichol)
PRO SVCS PO =3 MIL. PROJECT
Task 5. Partial
Receive, retention,progress pymt
(7.3) 1. Procure
Manufacturer.2. Source thru Purchasing
(Novation contract, GE. PWPO) 1 MIL
3. Receive 500K Payment to
supplier
Initiate EAM WR-WO for TASK #5
(7.5) Facilities
creates PR/PO for
project-relatedGOODS
Subtronic
6K
Revise budget,baseline, approved
budget VERSION#2 budget. Budget
= 73 MIL
(Modify WBS)
(7.4) Award construction
contract (PW PO for general
services) to OC Jones.38MIL. Test export of BID
lines. Auto-create PO when
ready to receive.TASK #7
Issue Work Auth
(offline, butattachment) for
use of annual on-
call
(7.2) Use CPA
1.5 (Mendoza);Issue PR for
500K, approve,create PO
approve. Partial
receive (100k),progress
payment
Create PR, Issue
RFQ forConstruction
contract; Get Bids
& analyze Quotes
Issue change
order #1(Design
Modification) Scope change,
Change Contract
amt attachCommittee MOM
50K
Issue change order #2(Value Engineering)
1. Scope change (task #7schedule change,
2. Task #7 Budget change
increase by 1.4 MIL* Project budget remains
1. Receive totalamt Goods from
Subtronic &payment in full
2. Facilities enters
Time against WO/Project
Inside PurchasingIncrease amount
of -OC Jones by
1.4 MILandapprove Attach
RESO#
Apply Grant award toProject task 7 only
(or PR?) (Mendozacontract). Grant
Award = 350K.
RequestReimbursement
1. Engineering
enter time
2. Issue RFQ forPro Svcs ; Get
Bids & analyze
Quotes
12 13
Purchasing: 2nd
Receive 800 MIL Mendoza contract
AR Reimbursement #1received from Grant
250K
PJT:-Construction
complete
-Design complete
AR Reimbursement #2received from Grant
100K
Capitalization:Create Asset Lines
Run Mass
additionsIn-service
Project Close
1 2 3 4 5 6
7
11
10
19
Review Project
Committments
Collect Costs &Revenue:Import TXNs
AR,AP,OTL,EAM
14 15
APL EXPENSE
PROJECT
FEASIBILITY -COMPLETE
1617
18
20 21 22 23 24
8/8/2019 CRP2 ProjectsX Functional Flow HighLevel
3/13
Project Work Order to Procure
AP
Purchasin
g
Facilities(EAM)
En
gineering
(Projects)
Initiate Work
Request for
Facilities
EAM Workbench:
Create WR with
Project and Task
Receive WR;
Approve andcreate Work
Order. Associate
to Project. Task,asset #, Assign to
resource
Notification: nameof Facilities
resource working
on task Work
Order
3
1
2
Use CPA forSupplier
Subtronics, Create
PR for Goods;Associate to
project.task;
charge to ProjectOwning Org
Approval WF thrurequesting Dept
4
Purchasing Dept.
Autocreate PO.
Route to approval.
5
Receive Goods
7
PO/Invoice/
Receipt
Match &Supplier
Payment
Payment transaction imported into
projects8Payment
processing
6
![Networking in the 21st Century - [short highlevel virtual view]](https://img.dokumen.tips/doc/110x75/58d1704b1a28abed798b4ad1/networking-in-the-21st-century-short-highlevel-virtual-view.jpg)
