QRG# |
Title |
Version |
Overview |
|
|
01 |
Intro to ePM [PDF - 721 KB] |
7.1 |
02 |
Using the ePM Address Book [PDF - 64 KB] |
7.1 |
03 |
Register Views [PDF - 125 KB] |
7.1 |
68 |
ePMXpress [PDF - 981 KB] |
7.2 |
138 |
Contact Only User [PDF - 226 KB] |
7.1 |
Project Management |
|
|
10 |
Correspondence [PDF - 178 KB] |
7.1 |
11 |
Meeting Minutes [PDF - 547 KB] |
7.1 |
41 |
Issues and Logs [PDF - 124 KB] |
7.1 |
98 |
Approving Meeting Minutes [PDF - 115 KB] |
7.1 |
Schedules |
|
|
42 |
Creating and Managing CPM Schedules [PDF - 479 KB] |
7.1 |
78 |
Updating Schedule Start Dates and Baselining [PDF - 216 KB] |
7.1 |
79 |
Creating and Managing Milestone Schedules [PDF - 519 KB] |
7.1 |
Financial Management |
|
|
30 |
Anticipated Cost Report (ACR) [PDF - 264 KB] |
6 |
31 |
Funding Document Creation [PDF - 113 KB] |
7.1 |
32 |
Funding Document Approval [PDF - 317 KB] |
7.1 |
33 |
Transfer Document Creation [PDF - 308 KB] |
7.1 |
84 |
Appropriations [PDF - 317 KB] |
7.2 |
137 |
Cost Accounts [PDF - 82 KB] |
7.1 |
Contract Management |
|
|
20 |
Contract Creation [PDF - 201 KB] |
7.1 |
21 |
Contract Approval [PDF - 101 KB] |
7.1 |
22 |
Contract Modification Creation [PDF - 230 KB] |
7.1 |
23 |
Contract Modification Approval [PDF - 137 KB] |
7.1 |
24 |
Invoice Document Creation [PDF - 110 KB] |
7.1 |
25 |
Invoice Approval [PDF - 102 KB] |
7.1 |
26 |
Potential Change Orders [PDF - 270 KB] |
7.2 |
149 |
Planned Obligations [PDF - 751 KB] |
7.2 |
Design Management |
|
|
17 |
Design Submission Review [PDF - 326 KB] |
7.1 |
18 |
Design Submission Management and Completion [PDF - 262 KB] |
7.1 |
51 |
Design Document Creation Wizard [PDF - 270 KB] |
7.1 |
88 |
Creating and Viewing Creation Documents [PDF - 507 KB] |
7.1 |
91 |
ePM Viewing and Redlining [PDF - 2 MB] |
7.2 |
92 |
Redline Toolbar [PDF - 299 KB] |
7.2 |
93 |
ePM Redlining Formats [PDF - 46 KB] |
7.1 |
126 |
Transmittal Documents [PDF - 211 KB] |
7.1 |
Construction Management |
|
|
12 |
RFI Creation [PDF - 92 KB] |
7.1 |
13 |
RFI Response [PDF - 129 KB] |
7.1 |
14 |
Submittal Document Creation [PDF - 110 KB] |
7.1 |
15 |
Submittal Package Review [PDF - 83 KB] |
7.1 |
16 |
Submittal Package Management and Completion [PDF - 225 KB] |
7.1 |
40 |
Creating and Managing Daily Work Journals [PDF - 247 KB] |
7.1 |
Reporting |
|
|
70 |
Detailed Project Fact Sheet Report [PDF - 1 MB] |
7.1 |
71 |
Executive Project Fact Sheet Report [PDF - 771 KB] |
7.1 |
73 |
Key Properties Fact Sheet [PDF - 1 MB] |
7.2 |
74 |
GSA Project Stakeholder Report [PDF - 1 MB] |
7.1 |
75 |
Ad-Hoc Reporting [PDF - 613 KB] |
6 |
80 |
ePM Analytics Navigation Basics [PDF - 780 KB] |
7.1 |
110 |
Capital Projects ePM Utilization Data Quality Report [PDF - 888 KB] |
7.1 |
129 |
CILP Foundations [PDF - 2 MB] |
7.2 |
131 |
Fact Sheet Reporting [PDF - 5 MB] |
7.2 |
136 |
ePMXpress My Reports [PDF - 344 KB] |
7.1 |
148 |
Setting Up Report Views and Report Delivery [PDF - 671 KB] |
7.2 |
General |
|
|
76 |
Creating a GSA Project Template [PDF - 497 KB] |
7.1 |
86 |
Creating and Viewing Catalog Cards [PDF - 199 KB] |
7.1 |
90 |
Document Batch Upload Wizard [PDF - 410 KB] |
7.1 |
104 |
File Manager [PDF - 410 KB] |
7 |
106 |
Earned Value Measures [PDF - 427 KB] |
6.0 |
132 |
Earned Value Management [PDF - 4 MB] |
7.2 |
133 |
ePM Naming Convention [PDF - 126 KB] |
7.1 |
System Administration |
|
|
39 |
New External User [PDF - 46 KB] |
7.1 |
52 |
ePM Access Requirements [PDF - 120 KB] |
4.3 |
53 |
ePM Desktop Requirements [PDF - 94 KB] |
7.1 |
54 |
Validating Other Federal Agency Employees’ Clearance Status [PDF - 137 KB] |
7.1 |
77 |
Creating ePM Custom Security Categories [PDF - 517 KB] |
6 |