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07-26-23 R2 PMWeb Requirements Matrix (checklist)
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RequirementRequirement Criteria
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Project TypeEngineering Capital ProjectsNon-Capital Engineering Projects
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Project PhasePre-Construction
&
for Primary PCN Associated Project		ConstructionConstruction
(& minimal below pre-con requirements)
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Projects to be managed in PMWeb**Actual FOR
after 1-1-22		AllONLY if will have Construction expenditures
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Delivery MethodDesign-Bid-Build projects
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USER ROLES fieldsApplicable Roles assigned
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PDP RecordAchieved
1) Actual Scoping
2) and FIR Plans		n/an/a
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Scope FieldExternal stakeholder quality, (i.e. not the SAP cj20n "Proposal of Work")
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Milestones and Construction Task
in Schedule Record		1) Scoping
2) TSMO (Ops) Eval
3) FIR
4) FOR
5) AD
6) Late Ad
7) Begin Construction
8) Construction Task
9) End Construction		n/a
n/a
n/a
n/a
n/a
n/a
Begin Construction
Construction Task
End Construction
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Deliverables in Stage Gate RecordOptional: related to Schedule Milestones &/or
Specialty Groups		Only 2 PROJ CLOSURE Sched links for Deliverables
(this is a link):
No pre-constr. Sched-linked deliverables. The Stages/Deliverables are maintained so there isn't a mismatch between the Proj Status and the Current Deliverable Stage on the Project Health report.
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Estimate Captures Record
20-10 Construction Contract Cost		Prior to the Form 65 Post-Award statusn/a after Form 65 Post-Award statusPrior to the Form 65 Post-Award status
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Note: at Form 65 Post-Award, the Line 7 PROJ'D TO COMPL
(total contract value) is populated.
At this point, the Forecast record reads this value
instead of the Estimate record's Construction Contract Cost value
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Forecast Record
IF >$500K in CY
(Replaced the SAP Drawdown)		Created after each Estimate Record, when Estimate or Construction Schedule changes and/or at major milestones.Created 1) At Award,
2) for Schedule / Forecast changes,
and 3) Monthly,
the 1st few business days of the month*,
IF there were expenditures the prior month, and prior to any new pay estimates expected to be paid for the new month.
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Form 128 RecordTBD
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Env Mitigation Commitment Tracking Record7-1-23 for all Ad by State projects without clearances.*
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Env Permit and Certification Tracking Record
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PM Project Update RecordJune 6, 2023 for the South Program/South Traffic PDM
July 6, 2023 for the North Program / North Traffic PDM
(All applicable projects requested by PE IIIs were created in PMWeb. NusenM migrated the RE "Current Comments" from the most recent PDM reports to PM Project Update Records. In June/July 2023, the PMWeb Program Status report replaced the Ad Date Report used for quarterly Program Delivery Meetings).
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Project Changes Record
(July 2024 updates)		For Scope, Schedule and Budget changes:
Thresholds are at the following link for R2 & here's the link for South Program's draft criteria.
R2 Launch date 7-1-24.
(Regions R4 & R5 utilize the Proj Changes record for Budget Actions.
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Update records by the 2nd Monday of each month.
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*As per Rob Frei on 4-10-23.
(The original implementation target was for projects with Actual Scoping after 8-1-22.)
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** 7-26-23: R4 would like all of their projects to be included in PMWeb. (as per Alana K)
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Below is HQ PRTO's PMWeb Requirements Table: Minimum request of PMs,
that has been incorporated into the above R2 PMWeb Requirements Matrix.
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If you are unable to access PMWeb, contact the DPPA Admin team (systemsupport@cdot.mojohelpdesk.com).
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