General Training

General introductory training to the use of One Drive + Drop Box + Sharepoint.

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How to guide for D&C Shared Calendars: Meeting, Vacation, Drawing Review

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All about Georgia Power Rebates and how to plan for rebates on your projects.

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List of access control systems in campus buildings and conversion schedule.

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Access control systems overview training provided by Donald Smith in advance of campus wide conversion project.

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Overview of our D&C construction demolition and waste recycling program.

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Instructions on how to navigate in the Insite and Net FM space management software.  Includes floor plans, CAD files, and a database for storing building and room data. Request for access to this system from CPSM.

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Overview of the commissioning process at Georgia Tech and tools that are available to help PMs.

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Tips for a smooth hand off of landscape projects to GT Landscape Services. 

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Overview of Cx at GT, Introduction of GT OPR and GT Cx Specificaitons.

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Training reviews open office etiquette, and virtual meeting tools including: Skype, Blue Jeans, WebEx, and Teleconferencing lines.

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AIM - Access to Condition Assessment Reports

WorkDay Training

Workday Job Aid for how to enter a funding request (budget request).

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Workday Job Aid for how to approval invoices for contracts executed by EVP Facilities (not purchase orders!)  

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How to set up email notifications in Workday.  This will turn on email notifications to Outlook from Workday.

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Workday job aid for how to enter an amendment or change order to an existing contract.

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Instructions for how to enter an original contract into Workday.

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Workday Jobaid for the VP Facilities to approve and execute contracts with a signature (using E-signature).

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This worksheet must be completed and uploaded as an excel file in WD when routing all contracts and change orders. Upload independent of the contracting documents. Revised 09.01.2021

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One page cheat sheet on how to enter an original contract into Workday.

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Form to be completed by the PM and submitted with all contracts and addendums in Workday

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General Q&A Information Memo about Workday.

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Closeout process for projects, contracts and procurement

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How to manage Worklets and Favorites on your Workday dashboard.

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Meridian Enterprise

Project Accounting and Contracting

Overview of contracting presented by Ericka Thomas on April 6, 2017

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Training session for project managers held on 8.14.17.

Topics covered include:

- Accounting software overview

- Reporting tools with how to guide

- Best practices

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Bluebeam Training

Quick start guide for how to set up a Studio Session for Drawing review.

 

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Utilize this email template for Blue Beam drawing review Studio Sessions.  Be sure to copy Brittnei Smith on all Blue Beam review session emails.

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Attach this quick start instruction sheet for reviewers to utilize who may be first time Blue Beam users.

This should be attached to the drawing review session email. 

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This file should be emailed with the drawing review session so that new users will have a simplified tool set for drawing review mark ups.

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Step by step guide to core features of Bluebeam Revu 2016.

Includes how to set up a studio session, make review comments, navigate, creating profiles / tool sets etc.

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Handout on helpful mouse and keyboard shortcuts in Bluebeam Revu 2016.

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Links to how to videos developed by Bluebeam University.

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Contracting Outside Authorities

Training held on 2/12/18 to review PPV and GTFI Project processes.  This is a good overview of PPV / GTFI projects.

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This sheet must be completed and submitted with the invoice for GTFI projects.  It is vital that the invoicing process be reviewed with John Richardson prior to be issued as the specifics of the D&C Fee schedule may be different than standard for your particular project.  Unlike projects contracted through Faciliites,  GTFI affiliated projects do not pay fee based on contract encumbrance.  Fee is billed by GT Facilities to GTFI only though issuance of the invoice.  The PM is responsible for completing the documentation necessary (cover sheet and invoice) to process recoup the D&C Fees associated with your project.  Fees should be invoiced in three increments:
1. Project Inception (upon DMSA approval)
2. Design Completion
3. Construction Completion

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Use this sample as a guide for completing D&C Fee invoicing on GTFI PPV projects.
Invoice should be sent to GTFI in three increments: 
1. At Project Initiation
2. At Completion of Design Phase
3. At Completion of Construction 

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This sheet must be completed and submitted with the invoice for GTFI projects.  It is vital that the invoicing process be reviewed with John Richardson prior to be issued as the specifics of the D&C Fee schedule may be different than standard for your particular project.  Unlike projects contracted through Faciliites,  GTFI affiliated projects do not pay fee based on contract encumbrance.  Fee is billed by GT Facilities to GTFI only though issuance of the invoice.  The PM is responsible for completing the documentation necessary (cover sheet and invoice) to process recoup the D&C Fees associated with your project.  Fees should be invoiced in three increments:
1. Project Inception (upon DMSA approval)
2. Design Completion
3. Construction Completion

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PPV + GTFI Projects - Procedures Manual by GTFI

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Process guide outline developed by BOR for Public-Private-Venture based projects. At GT, this is typically a GTFI project.

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Projects that are owned by a public private venture (PPV), with specific lease requirements and certain project criteria, must go through Georgia Tech Facilities Inc for contracting.  This checklist must be completed for all projects in the listed building when the PRF is submitted.

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