Unit 3: Core Systems Pt 2

Course

Core Systems Pt 2

SharePoint / CT Knowledge Center and ProjectSight

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Course introduction

Welcome to this course where we will be covering the navigation of SharePoint, specifically the CT knowledge center as well as exploring how to navigate and use ProjectSight.

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01

Specific Objectives:

• Navigate Project Directories: Efficiently locate, upload, and organize core project documentation within the company's SharePoint ecosystem using standardized folder structures.
• Maintain Version Control: Manage file history and co-authoring settings in SharePoint to ensure project teams are always working from the most up-to-date contract documents.
• Exert Document Control: Initiate, track, and close out RFIs and Submittal Packages within ProjectSight to protect the project from scope creep and schedule delays.
• Bridge Field to Office: Review field-generated daily logs and issue notices in ProjectSight, seamlessly linking physical site progress to administrative workflows.
• Manage Project Risk: Generate actionable document status reports in ProjectSight to hold subcontractors and design partners accountable to contractual timelines.

02

Modules and Summary

Module 3

Module 2

Module 1

This section guides Project Managers through utilizing ProjectSight’s core modules to drive daily document control, oversee submittals and RFIs, and track critical field data from the job site.

This section trains Project Managers on how to efficiently navigate the corporate SharePoint directory, manage version control on contract documents, and maintain an organized, secure repository for all project files.

Compliance Procedures and Documentation How to ensure and document effective compliance.

go to the module

go to the module

Module 1: CT Knowledge Center

Description

The CT knowledge center is home to many different documents that are helpful to Project Managers. From important updates and events on the homepage, to recordings and powepoints to assist with tasks, the CT knowledge center inside SharePoint is home to many great things.

Module 1

SharePoint

Module 2: ProjectSight

Description

This section guides Project Managers through utilizing ProjectSight’s core modules to drive daily document control, oversee submittals and RFIs, and track critical field data from the job site.

Module 2

Document Control (RFIs & Submittals)

Core Workflows:

• Processing RFIs: When an issue arises on site, log a Request for Information (RFI). Always link the record directly to the specific contract drawing sheet, drop a location pin, and explicitly assign the "Ball-in-Court" (BIC) to the external Architect or Engineer with a contract-compliant due date.
• Managing Submittals: Keep long-lead items (like control panels or gateways) moving. Upload the submittal package, track its route from the subcontractor through your internal review, and forward it to the consultant for final approval. Use the "Required on Site" date to flag items threatening the critical path.

Pt 1 of Project Sight

• This section covers how to manage contract communication to protect the project from scope creep and long-lead material delays.

Module 2

Core Workflows:

Field Management (Daily Logs & Field Issues)

• Reviewing Daily Logs: Regularly monitor the field team's daily entries. Check for accurate headcounts to verify future subcontractor invoices, and ensure weather disruptions (such as high winds halting a crane lift) are formally documented to back up future schedule extension requests.
• Tracking Field Issues: When out-of-scope issues happen on site, log them immediately as a "Field Issue" with descriptions and photos. ProjectSight allows you to convert these validated field issues directly into Potential Change Orders (PCOs) so no extra field labor is lost or forgotten.

Pt 2 of Project Sight

• This section bridges the gap between physical site progress and administrative documentation.

Module 2

Core Workflows:

Project Closeout & Quality Assurance (Punch Lists & Handover)

• Executing Punch Lists: Walk the site and assign punch items directly to the responsible subcontractor using the mobile application. Require subcontractors to upload "Before" and "After" photos directly to the item before they can mark it complete.
• Compiling Handover Packages: Consolidate all field drawing redlines into the master drawings folder. Export a clean, searchable historical record of all closed RFIs, approved submittals, and operation manuals to turn over to the building owner.

Pt 3 of Project Sight

• This section focuses on the final execution steps required to successfully turn over the project and secure customer sign-off.

03

Activities

Activity 2:

View the scenario and choose the best action.

Activity 1:

Let's go!

View the scenario and choose the best action.

Let's go!

Question

Activity 1

Context

You work on a job sight out of state, but you are coming to the Charlotte office for a day to get some work done. You do not have a set desk in the office and you want to ensure that you are not taking someone's seat.

Activity 1

Feedback

Within the CT knowledge center, the Seating Chart of the Charlotte office along with a map of the conference rooms can be found by going to SharePoint - CT Knowledge Center - Company Resources - Charlotte Office Resources

Activity 2

Context

You are working on a job sight and todays task involves going up on the roof. Unexpectedly, a storm with heavy rain and high winds starts coming up.

What action should be taken?

Activity 2

Feedback

For the safety of yourself and others working on sight, you should add the weather conditions into project sight to explain the delay.

04

Evaluation 1/5

Evaluation 2/5

Evaluation 3/5

Evaluation 4/5

Evaluation 5/5

05

Certificate

Certificate of achievement

Here you can put a highlighted title

Congratulations!

Accredit understanding and ability to apply learned laws and regulations.

Signature 2

Signature 1

Month, 20XX

Course completed!