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 - 887.64 KB] 6.2
  02 Using the ePM Address Book [PDF - 281 KB] 4.3
  03 Register Views [PDF - 311.93 KB] 6
  68 ePMXpress 2.0 [PDF - 631.97 KB] 6.2
Project Management 101 Editing the Detailed Project Fact Sheet [PDF - 513.86 KB] 6
  11 Meeting Minutes [PDF - 455.92 KB] 6
  98 Approving Meeting Minutes [PDF - 538.48 KB] 6
  41 Issues and Logs [PDF - 335.32 KB] 6
  10 Correspondence [PDF - 229.80 KB] 6
Schedules 42 Creating Schedules [PDF - 686.45 KB] 6
  78 Updating Schedule Start Dates and Baselining [PDF - 360.86 KB] 6
  79 Creating Milestone Schedules in ePM [PDF - 418.38 KB] 6
Financial Management 30 Anticipated Cost Report (ACR) [PDF - 264.14 KB] 6
  31 Funding Document Creation [PDF - 341.37 KB] 6
  32 Funding Document Approval [PDF - 339.34 KB] 6
  33 Transfer Document Creation [PDF - 340.37 KB] 6
Contract Management 20 Contract Creation [PDF - 407.05 KB] 6
  21 Contract Approval [PDF - 278.97 KB] 6
  22 Contract Modification Creation [PDF - 431.77 KB] 6
  23 Contract Modification Approval [PDF - 312.42 KB] 6
  24 Invoice Document Creation [PDF - 392.47 KB] 6
  25 Invoice Approval [PDF - 270.22 KB] 6
  26 Potential Change Order (PCO) Creation [PDF - 460.85 KB] 6
Design Management 17 Design Submission Review [PDF - 206 KB] 4.3
  18 Design Submission Management and Completion [PDF - 307.86 KB] 6
  51 Design Document Creation Wizard [PDF - 226.10 KB] 6
  126 Transmittal Documents [PDF - 240.55 KB] 6
Construction Management 12 RFI Creation [PDF - 321.58 KB] 6
  13 RFI Response [PDF - 192 KB] 4.3
  14 Submittal Document Creation [PDF - 220.71 KB] 6
  15 Submittal Package Review [PDF - 149 KB] 4.3
  16 Submittal Package Management and Completion [PDF - 458.55 KB] 6
  40 Creating and Managing Daily Work Journals [PDF - 357.65 KB] 6
Cognos Reporting 70 Detailed Project Fact Sheet Report [PDF - 884.99 KB] 6
  71 Executive Project Fact Sheet Report [PDF - 594.23 KB] 6
  72 Planned Obligation Report [PDF - 256.55 KB] 6
  75 Ad-Hoc Reporting [PDF - 612.73 KB] 6
  80 ePM Analytics Navigation Basics [PDF - 397.37 KB] 6
  84 Status of Projects Report [PDF - 409.90 KB] 6
  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 - 440.01 KB] 6
  90 Document Management Batch Creation Wizard [PDF - 466.51 KB] 6
  91 ePM View and Redlining Document Management [PDF - 443.71 KB] 6.2
  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
  104 File Manager [PDF - 810.98 KB] 6
  105 Earned Value Mode 1 [PDF - 613.61 KB] 6
  106 Earned Value Measures [PDF - 426.73 KB] 6
  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 - 1.62 MB] 6.0
  130 FY14/15/16 Capital Program Guidance [PDF - 909.65 KB] 4.3
  133 ePM Naming Convention [PDF - 106.88 KB] 6.2
System Administration 52 ePM Access Requirements [PDF - 111.32 KB] 4.3
  53 ePM Desktop Requirements [PDF - 248.15 KB] 6
  54 Validate Clearances [PDF - 245.21 KB] 4.3
  77 Creating ePM Custom Security Categories [PDF - 516.60 KB] 6
  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 - 656.64 KB] 6
  122 UAC Tool - Internal GSA ePM User [PDF - 294.85 KB] 6
  123 UAC Tool - External GSA ePM User [PDF - 480.65 KB] 6
  127 User Access & Certification Administration [PDF - 2.09 MB] 6
Last Reviewed 2016-09-20