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Quick Reference Guides (QRGs)

The following table lists the QRGs that are available to ePM users. Each QRG is available as a PDF file and can be accessed by clicking on the hyperlink.

A QRG Summary [PDF - 80 KB] defines the intended audience for each QRG.

Area QRG# Title
Overview 01 Navigating in ePM [PDF - 429 KB]
  02 Using the ePM Address Block [PDF - 281 KB]
  03 Register Views [PDF - 249 KB]
  68 ePMXpress 2.0 [PDF - 962 KB]
Office Management 10 Correspondence [PDF - 219 KB]
  11 Meeting Minutes [PDF - 349 KB]
  98 Approving Meeting Minutes [PDF - 467 KB]
  12 RFI Creation [PDF - 244 KB]
  13 RFI Response [PDF - 192 KB]
  14 Submittal Document Creation [PDF - 129 KB]
  15 Submittal Package Review [PDF - 149 KB]
  16 Submittal Package Management and Completion [PDF - 213 KB]
  17 Design Submission Review [PDF - 206 KB]
  18 Design Submission Management and Completion [PDF - 268 KB]
Contract Management 20 Contract Creation [PDF - 243 KB]
  21 Contract Approval [PDF - 200 KB]
  22 Contract Modification Creation [PDF - 409 KB]
  23 Contract Modification Approval [PDF - 199 KB]
  24 Invoice Document Creation [PDF - 322 KB]
  25 Invoice Approval [PDF - 204 KB]
  26 Potential Change Order (PCO) Creation [PDF - 364 KB]
Budget Cost Management 30 Anticipated Cost Report (ACR) [PDF - 196 KB]
  31 Funding Document Creation [PDF - 263 KB]
  32 Funding Document Approval [PDF - 365 KB]
  33 Transfer Document Creation [PDF - 256 KB]
Field and Schedule Management 40 Creating and Managing Daily Work Journals [PDF - 375 KB]
  41 Issues and Logs [PDF - 292 KB]
  42 Creating Schedules [PDF - 683 KB]
  43 Utilizing the Schedule Import DQA [PDF - 392 KB]
  51 Design Document Creation Wizard [PDF - 107 KB]
  78 Updating Schedule Start Dates and Baselining [PDF - 327 KB]
  79 Creating Milestone Schedules in ePM [PDF - 310 KB]
Office Business Applications (OBAs) 61 Contracts OBA [PDF - 443 KB]
  62 Misc Expense OBA [PDF - 378 KB]
  63 Invoices OBA [PDF - 417 KB]
  64 Contact Importer OBA [PDF - 352 KB]
  65 Design Review OBA [PDF - 439 KB]
  66 Submittal OBA [PDF - 664 KB]
  67 Punchlist OBA [PDF - 624 KB]
Cognos Reporting 70 Detailed Project Fact Sheet Report [PDF - 699 KB]
  71 Executive Project Fact Sheet Report [PDF - 263 KB]
  72 Planned Obligation Report [PDF - 291 KB]
  73 Receiving Report [PDF - 719 KB]
  74 184 Form Report [PDF - 325 KB]
  75 Ad-Hoc Reporting [PDF - 592 KB]
  80 ePM Analytics Navigation Basics [PDF - 301 KB]
  81 Capital Projects Obligation Report [PDF - 352 KB]
  82 Customer Milestone Report [PDF - 293 KB]
  83 Customer Milestone Summary Report [PDF - 154 KB]
  84 Status of Projects Report [PDF - 139 KB]
  85 Customer Project Fact Sheet [PDF - 527 KB]
General 76 Creating a Project Template [PDF - 418 KB]
  86 Creating and Viewing Catalog Cards [PDF - 421 KB]
  88 Creating and Viewing Design Documents [PDF - 424 KB]
  90 Document Management Batch Creation Wizard [PDF - 466 KB]
  91 ePM View and Redlining Document Management [PDF - 682 KB]
  92 ePM View and Redlining Toolbars Icon Features [PDF - 541 KB]
  93 ePM View and Redlining Supported File Formats [PDF - 78 KB]
  101 Editing the Detailed Fact Sheet [PDF - 529 KB]
  104 File Manager [PDF - 877 KB]
  105 Earned Value Mode 1 [PDF - 561 KB]
  106 Earned Value Measures [PDF - 419 KB]
  108 Service Center View [PDF - 370 KB]
  110 Capital Projects Adoption KPI [PDF - 2.1 MB]
System  Administration 50 Contact Account Creation Process in ePM [PDF - 670 KB]
  52 ePM Access Requirements [PDF - 40 KB]
  53 ePM Desktop Requirements [PDF - 414 KB]
  54 Validate Clearances [PDF - 353 KB]
  77 Creating ePM Custom Security Categories [PDF - 507 KB]
  89 Batch File Uploader DQA [PDF - 701 KB]
  95 ePMXpress Setup Admin Error Handling [PDF - 344 KB]
  96 Submittal OBA Setup Admin Error Handling [PDF - 262 KB]
  97 Design Review OBA Setup Admin Error Handling [PDF - 442 KB]
  99 Project Access Report DQA [PDF - 889 KB]
  100 Cleanup One QuickApp Utility [PDF - 630 KB]
  103 RFI Uploader DQA [PDF - 648 KB]
  109 Administration Audit Utility [PDF - 326 KB]
  116 Project Period Updater Quick App [PDF - 397 KB]
  120 Admin Lookup Maintenance Utility [PDF - 243 KB]
  127 User Access & Certification Administration [PDF - 1.9 MB]

 

CONTACTS

Nick Gicale
(312) 886-2893

Tom Kollaja
(202) 219-0905

Ralph Abel
(202) 219-2473


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