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.

ePM Desktop Requirements

PM Schedule Update

Key Properties Fact Sheet [PDF - 1 MB]

Document Management Batch Creation Wizard

Area 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 - 653 KB] 7.1
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 - 361 KB] 7.1
79 Creating and Managing Milestone Schedules [PDF - 401 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 - 165 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 Order (PCO) Creation [PDF - 270 KB] 7.1
149 Planned Obligations [PDF - 419 KB] 7.1
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
91 ePM Viewing and Redlining [PDF - 2 MB] 7.1
93 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
71 Executive Project Fact Sheet [PDF - 2 MB] 7.1
72 Consolidation Fact Sheet [PDF - 1 MB] 7.1
73 Key Priorities Fact Sheet [PDF - 1 MB] 7.1
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] 7.1
131 Fact Sheet Reporting [PDF - 5 MB] 7.1
136 ePMXpress My Reports [PDF - 344 KB] 7.1
148 Setting Up Report Views and Report Delivery [PDF - 5 MB] 7.1
General 76 Creating a GSA Project Template [PDF - 497 KB] 7.1
78 PM Schedule Update [PDF - 302 KB] 7.1
79 Creating and Managing Milestone Schedules [PDF - 519 KB] 7.1
86 Creating and Viewing Catalog Cards [PDF - 199 KB] 7.1
88 Creating and Viewing Design Documents [PDF - 507 KB] 7.1
90 Document Batch Upload Wizard [PDF - 410 KB] 7.1
91 ePM View and Redlining Document Management [PDF - 2 MB] 7.1
92 ePM View and Redlining Toolbars & Icon Features [PDF - 299 KB] 7.1
104 File Manager [PDF - 410 KB] 7
106 Earned Value Measures [PDF - 427 KB] 7.1
129 CILP Document Management [PDF - 2 MB] 7.2
133 ePM Naming Convention [PDF - 107 KB] 6.2
System Administration 39 New External User [PDF - 46 KB] 7.1
52 ePM Access Requirements [PDF - 111 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
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 - 343 KB] 7.1
123 UAC Tool - External GSA ePM User [PDF - 645 KB] 7.1
127 User Access & Certification Administration [PDF - 2 MB] 6
Last Reviewed: 2020-05-12