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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 Version
Overview 01 Navigating in ePM [PDF - 429 KB] 4.3
  02 Using the ePM Address Block [PDF - 281 KB] 4.3
  03 Register Views [PDF - 249 KB] 4.3
  68 ePMXpress 2.0 [PDF - 1.04 MB] 4.3
Office Management 10 Correspondence [PDF - 219 KB] 4.3
  11 Meeting Minutes [PDF - 349 KB] 4.3
  98 Approving Meeting Minutes [PDF - 455.82 KB] 4.3
  12 RFI Creation [PDF - 244 KB] 4.3
  13 RFI Response [PDF - 192 KB] 4.3
  14 Submittal Document Creation [PDF - 129 KB] 4.3
  15 Submittal Package Review [PDF - 149 KB] 4.3
  16 Submittal Package Management and Completion [PDF - 213 KB] 4.3
  17 Design Submission Review [PDF - 206 KB] 4.3
  18 Design Submission Management and Completion [PDF - 268 KB] 4.3
  126 Transmittal Documents [PDF - 155.62 KB] 4.3
Contract Management 20 Contract Creation [PDF - 243 KB] 4.3
  21 Contract Approval [PDF - 200 KB] 4.3
  22 Contract Modification Creation [PDF - 409 KB] 4.3
  23 Contract Modification Approval [PDF - 199 KB] 4.3
  24 Invoice Document Creation [PDF - 322 KB] 4.3
  25 Invoice Approval [PDF - 204 KB] 4.3
  26 Potential Change Order (PCO) Creation [PDF - 364 KB] 4.3
Budget Cost Management 30 Anticipated Cost Report (ACR) [PDF - 196 KB] 4.3
  31 Funding Document Creation [PDF - 263 KB] 4.3
  32 Funding Document Approval [PDF - 365 KB] 4.3
  33 Transfer Document Creation [PDF - 256 KB] 4.3
Field and Schedule Management 40 Creating and Managing Daily Work Journals [PDF - 375 KB] 4.3
  41 Issues and Logs [PDF - 292 KB] 4.3
  42 Creating Schedules [PDF - 683 KB] 4.3
  43 Utilizing the Schedule Import DQA [PDF - 392 KB] 4.3
  51 Design Document Creation Wizard [PDF - 107 KB] 4.3
  78 Updating Schedule Start Dates and Baselining [PDF - 255.67 KB] 4.3
  79 Creating Milestone Schedules in ePM [PDF - 268.00 KB] 4.3
Office Business Applications (OBAs) 61 Contracts OBA [PDF - 443 KB] 4.3
  63 Invoices OBA [PDF - 417 KB] 4.3
  65 Design Review OBA [PDF - 439 KB] 4.3
  66 Submittal OBA [PDF - 678.37 KB] 4.3
  67 Punchlist OBA [PDF - 645.94 KB] 4.3
Cognos Reporting 70 Detailed Project Fact Sheet Report [PDF - 873.70 KB] 4.3
  71 Executive Project Fact Sheet Report [PDF - 566.55 KB] 4.3
  72 Planned Obligation Report [PDF - 256.12 KB] 4.3
  75 Ad-Hoc Reporting [PDF - 583.66 KB] 4.3
  80 ePM Analytics Navigation Basics [PDF - 406.47 KB] 4.3
  84 Status of Projects Report [PDF - 343.42 KB] 4.3
  85 Customer Project Fact Sheet [PDF - 527 KB] 4.3
General 76 Creating a GSA Project Template [PDF - 510.95 KB] 4.3
  86 Creating and Viewing Catalog Cards [PDF - 493.82 KB] 4.3
  88 Creating and Viewing Design Documents [PDF - 376.78 KB] 4.3
  90 Document Management Batch Creation Wizard [PDF - 354.28 KB] 4.3
  91 ePM View and Redlining Document Management [PDF - 406.93 KB] 4.3
  92 ePM View and Redlining Toolbars & Icon Features [PDF - 517.93 KB] 4.3
  93 ePM View and Redline Supported File Formats [PDF - 96.56 KB] 4.3
  101 Editing the Detailed Project Fact Sheet [PDF - 459.75 KB] 4.3
  104 File Manager [PDF - 892.63 KB] 4.3
  105 Earned Value Mode 1 [PDF - 557.71 KB] 4.3
  106 Earned Value Measures [PDF - 461.30 KB] 4.3
  108 Service Center View [PDF - 220.23 KB] 4.3
  110 ePM/ePMXpress Utilization  KPI Reports [PDF - 3.15 MB] 4.3
  129 CILP Document Management [PDF - 1.42 MB] 4.3
  130 FY14/15 Capital Program Guidance [PDF - 1.01 MB] 4.3
System Administration 52 ePM Access Requirements [PDF - 111.32 KB] 4.3
  53 ePM Desktop Requirements [PDF - 385.99 KB] 4.3
  54 Validate Clearances [PDF - 245.21 KB] 4.3
  77 Creating ePM Custom Security Categories [PDF - 568.45 KB] 4.3
  89 Batch File Uploader DQA [PDF - 675.65 KB] 4.3
  95 ePMxpress Setup Admin Error Handling [PDF - 261.36 KB] 4.3
  96 Submittal OBA Setup Admin Error Handling [PDF - 325.25 KB] 4.3
  97 Design Review OBA Setup Admin Error Handling [PDF - 340.23 KB] 4.3
  99 Project Access Report DQA [PDF - 889 KB] 4.3
  100 Cleanup One QuickApp Utility [PDF - 630 KB] 4.3
  103 RFI Uploader DQA [PDF - 648 KB] 4.3
  109 Administration & Audit Utility [PDF - 273.32 KB] 4.3
  116 Project Period Updater Quick App [PDF - 319.03 KB] 4.3
  120 Admin Lookup Maintenance Utility [PDF - 243 KB] 4.3
  121 UAC Tool - Project and Program Certification [PDF - 592.66 KB] 4.3
  122 UAC Tool - Internal GSA ePM User [PDF - 275.46 KB] 4.3
  123 UAC Tool - External GSA ePM User [PDF - 599.84 KB] 4.3
  127 User Access & Certification Administration [PDF - 1.76 MB] 4.3

 

CONTACTS

Nick Gicale
(312) 886-2893

Tom Kollaja
(202) 219-0905

Ralph Abel
(202) 219-2473


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