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 - 75 KB] defines the intended audience for each QRG.

Area QRG# Title Version
Overview 01 Intro to ePM [PDF - 973 KB] 6.5
02 Using the ePM Address Book [PDF - 228 KB] 4.3
03 Register Views [PDF - 312 KB] 6
68 ePMXpress [PDF - 651 KB] 6.5
Project Management 10 Correspondence [PDF - 230 KB] 6
11 Meeting Minutes [PDF - 456 KB] 6
41 Issues and Logs [PDF - 335 KB] 6
98 Approving Meeting Minutes [PDF - 538 KB] 6
Schedules 42 Creating Schedules [PDF - 686 KB] 6
78 Updating Schedule Start Dates and Baselining [PDF - 361 KB] 6
79 Creating Milestone Schedules in ePM [PDF - 418 KB] 6
Financial Management 30 Anticipated Cost Report (ACR) [PDF - 264 KB] 6
31 Funding Document Creation [PDF - 341 KB] 6
32 Funding Document Approval [PDF - 339 KB] 6
33 Transfer Document Creation [PDF - 340 KB] 6
Contract Management 20 Contract Creation [PDF - 407 KB] 6
21 Contract Approval [PDF - 279 KB] 6
22 Contract Modification Creation [PDF - 432 KB] 6
23 Contract Modification Approval [PDF - 312 KB] 6
24 Invoice Document Creation [PDF - 392 KB] 6
25 Invoice Approval [PDF - 270 KB] 6
26 Potential Change Order (PCO) Creation [PDF - 461 KB] 6
134 Instruction Creation [PDF - 188 KB] 6.2
135 Quote Creation [PDF - 216 KB] 6.2
Design Management 17 Design Submission Review [PDF - 224 KB] 4.3
18 Design Submission Management and Completion [PDF - 308 KB] 6
51 Design Document Creation Wizard [PDF - 226 KB] 6
126 Transmittal Documents [PDF - 241 KB] 6
Construction Management 12 RFI Creation [PDF - 322 KB] 6
13 RFI Response [PDF - 213 KB] 4.3
14 Submittal Document Creation [PDF - 221 KB] 6
15 Submittal Package Review [PDF - 207 KB] 4.3
16 Submittal Package Management and Completion [PDF - 459 KB] 6
40 Creating and Managing Daily Work Journals [PDF - 358 KB] 6
Cognos Reporting 70 Detailed Project Fact Sheet Report [PDF - 885 KB] 6
71 Executive Project Fact Sheet Report [PDF - 594 KB] 6
72 Planned Obligation Report [PDF - 257 KB] 6
75 Ad-Hoc Reporting [PDF - 613 KB] 6
80 ePM Analytics Navigation Basics [PDF - 397 KB] 6
84 Status of Projects Report [PDF - 410 KB] 6
85 Customer Project Fact Sheet [PDF - 518 KB] 4.3
101 Editing the Detailed Project Fact Sheet [PDF - 514 KB] 6
131 Fact Sheet Reporting [PDF - 2 MB] 6.2
General 76 Creating a GSA Project Template [PDF - 511 KB] 4.3
86 Creating and Viewing Catalog Cards [PDF - 494 KB] 4.3
88 Creating and Viewing Design Documents [PDF - 440 KB] 6
90 Document Management Batch Creation Wizard [PDF - 467 KB] 6
91 ePM View and Redlining Document Management [PDF - 444 KB] 6.2
92 ePM View and Redlining Toolbars & Icon Features [PDF - 518 KB] 4.3
93 ePM View and Redline Supported File Formats [PDF - 97 KB] 4.3
104 File Manager [PDF - 811 KB] 6
105 Earned Value Mode 1 [PDF - 614 KB] 6
106 Earned Value Measures [PDF - 427 KB] 6
108 Service Center View [PDF - 220 KB] 4.3
110 ePM/ePMXpress Utilization KPI Reports [PDF - 3 MB] 4.3
129 CILP Document Management [PDF - 2 MB] 6.0
130 FY14 - FY17 Capital Program Guidance [PDF - 638 KB] 6.5
133 ePM Naming Convention [PDF - 107 KB] 6.2
System Administration 52 ePM Access Requirements [PDF - 111 KB] 4.3
53 ePM Desktop Requirements [PDF - 248 KB] 6
54 Validate Clearances [PDF - 245 KB] 4.3
77 Creating ePM Custom Security Categories [PDF - 517 KB] 6
100 Cleanup One QuickApp Utility [PDF - 629 KB] 4.3
109 Administration & Audit Utility [PDF - 273 KB] 4.3
116 Project Period Update Quick App [PDF - 319 KB] 4.3
120 Admin Lookup Maintenance Utility [PDF - 243 KB] 4.3
121 UAC Tool - Project and Program Certification [PDF - 657 KB] 6
122 UAC Tool - Internal GSA ePM User [PDF - 295 KB] 6
123 UAC Tool - External GSA ePM User [PDF - 481 KB] 6
127 User Access & Certification Administration [PDF - 2 MB] 6
print Share Icon Last Reviewed 2017-08-13