As the Compliance Project Manager, you can define the projects used to manage compliance. The Compliance Program Manager can then associate compliance programs with a project, enabling users to search for and report on programs for a specific project. If you are using the Project Management application, the compliance projects you create appear in the Project Management application. From Project Management, you can manage all aspects of the project, such as entering design and baseline cost estimates, routing projects for approval, creating work packages of actions so that vendors can bid on them, and tracking the project's status on a Gantt chart as it moves towards completion.See Project Management Overview.
Compliance projects are stored in the same Activity Projects table that is used by other ARCHIBUS applications, including ARCHIBUS Condition Assessment, Project Management, Commissioning, and Environmental Sustainability. When working from Compliance Management, by default, the Project Type field is set to Regulation.You create and work with only projects having this type.
Note: If your site is licensed for the Web Central Project Management activity, you will be able to access the projects you define using the Compliance Management application from the Project Management application.
When you create a project, you assign a Compliance Project Manager to the project, and specify the geographic scope of the project (Country, Region, Site, Building, etc.).
To define compliance projects:
The Project Type is Regulatory by default and you cannot change this.
Project Code: Enter a unique identifier for this project. Users will need to identify the project when selecting it from lists, so ensure that the Project Code clearly distinguishes the project from others. You might want to use the year or regulation that the program addresses in the name.
Project Contact: Select the contact for this project.
Project Status: By default, the status is Created when you add a project. If you are using the Project Management application, when you change the Project Status to Requested - Routed for Approval, the project appears in the queue of an Approving Manager. If you are not using the Project Management activity, as the project progresses, others involved with the project can update the status by choosing values such as Approved, Completed and Verified, Closed, On Hold, and so on.
Project Priority: You have the option to assign a number to the project that represents the priority for a project request. The project priority may be referred to by the approving managers while they are considering which project requests to approve.You can also generate reports for projects having specific priorities.
Site/Building: Select the location for this project
Project Manager: Select the employee who will be the Manager for this project.
Date Requested - Start/Date Requested - End: Enter the dates you are proposing for the start and end of this project.
Employees Affected/Area Affected ft2: Enter the approximate number of employees or the approximate square feet or meters affected by this project. This information may later be useful in searching for projects.
Project Number: The Project Name field, above, uniquely identifies your project. Use this field to enter an alternative name or number for your project. For example, you may wish to enter a number assigned by your company's Accounting department.
Project Summary/Project Description/Project Scope: Use these fields to enter descriptions of your project.
Project Business Case field: After clicking Save, you are able to add a document to this field. The Project Business Case document is typically prepared by stakeholders and sponsors of the project. It can include the background of the project, and the project's expected business benefits, costs, and risks.
To add a document file, you must first save the record. After you save, the Check In New Document button appears next to the Document field. Use this button to browse for the file. You can then view the document from the record by clicking the Show Document button next to the Document field. For more information, see Using the Document Management System.
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