Instructions for Updating FAMIS Data

Status of Capital Project changing to RELCON (released for construction)

August 21, 2015

Contents

Self-performed Projects

Purchase Order Projects

Minor Projects

Major Projects – General Contractor (GC)

Major or Minor Projects – Construction Manager (CM) or Internal Construction Manager (ICM)

CAPITAL PROJECT - FAMIS DATA ENTRY FOR STATUS CHANGING TO RELCON.DOCX12/13/2018

Self-Performed Projects

Self-performed Projects

  • Event - Project Request is issued
  • Project AdministratorinEAS Administrative Support
  • FAMIS Capital Project data
  • General tab
  • Status - change to RELCON
  • Assigned To - remove entry (leave empty)
  • Project Manager – change to KELLYS (or LAWVERAS, VALLANCEJ, etc.)
  • Description - add note

  • Details tab
  • PROJ TYPE - confirm SHOPS
  • CONSULTANT - enter consultant name or EAS (if in-house design)
  • EST COST – confirm matches total budget on project request and also Total Planned Amount in Budget tab
  • PR# - enter project request number
  • CONTRACTOR – confirm or enter department (ex: PP-PROJECT SERVICES, PP-LANDSCAPE SERVICES, etc.)
  • Schedule tab
  • Design line, Actual End – enter date on Project Request
  • Budget tab
  • Planned Amt column – enter planned amounts by budget code from the Budget Cost Summary attached to the Project request
  • Reference:Project Request Process
  • Unifier data
  • Note: the budget for self-performed projects is not currently maintained in Unifier
  • Project Information - change status to RELCON

CAPITAL PROJECT - FAMIS DATA ENTRY FOR STATUS CHANGING TO RELCON.DOCX12/13/2018

Purchase Order Projects

Purchase Order Projects

  • Event – Requisition is placed for Purchase Order to the Contractor
  • Project Administrator in EAS Administrative Support
  • FAMIS Capital Project data
  • General tab

  • Details tab

  • Schedule tab
  • Send e-mail to Earline Solomon with message: “CP has changed to RELCON; please verify schedule dates”. Copy Leisa Williams-Swedberg.

  • Budget tab

  • Unifier data
  • Enter the Unifier itemized budget using the Budget Distribution tool.
  • Project Information– General - Attributes
  • See screenshots on next page for data to be updated, verified, or entered if missing:
  • Famis Status - change to RELCON
  • Current Estimate – change to match total budget in FAMIS
  • Select Lead Designer… obtain from FAMIS details tab
  • Select Project Rep… obtain from FAMIS details tab
  • Select Customer… obtain from FAMIS details tab
  • Select Contractor… obtain from Unifier Vendor Information Form
  • Select Consultant… obtain from Unifier Vendor Information Form

CAPITAL PROJECT - FAMIS DATA ENTRY FOR STATUS CHANGING TO RELCON.DOCX12/13/2018

Minor Projects

Minor Projects

  • Event – Contract is signed by the Contractor
  • Project Administrator in IPF Contracts
  • FAMIS Capital Project data
  • General tab
  • Details tab
  • Schedule tab
  • Send e-mail to Earline Solomon with message: “CP has changed to RELCON; please verify schedule dates”. Copy Leisa Williams-Swedberg.
  • Budget tab
  • Unifier data
  • Enter the Unifier itemized budget using the Budget Distribution tool.
  • Project Information – General - Attributes
  • See screenshots on next page for data to be updated, verified, or entered if missing:
  • Famis Status - change to RELCON
  • Current Estimate – change to match total budget in FAMIS
  • Select Lead Designer… obtain from FAMIS details tab
  • Select Project Rep… obtain from FAMIS details tab
  • Select Customer… obtain from FAMIS details tab
  • Select Contractor… obtain from Unifier Vendor Information Form
  • Select Consultant… obtain from Unifier Vendor Information Form

CAPITAL PROJECT - FAMIS DATA ENTRY FOR STATUS CHANGING TO RELCON.DOCX12/13/2018

Minor Projects

Major Projects – General Contractor (GC)

  • Event – Contract is signed by the Contractor
  • Project Administrator in IPF Contracts
  • FAMIS Capital Project data
  • General tab
  • Details tab
  • Schedule tab
  • Send e-mail to Earline Solomon with message: “CP has changed to RELCON; please verify schedule dates”. Copy Leisa Williams-Swedberg.
  • Budget tab
  • Unifier data
  • Enter the Unifier itemized budget using the Budget Distribution tool.
  • Project Information – General - Attributes
  • See screenshots on next page for data to be updated, verified, or entered if missing:
  • Famis Status - change to RELCON
  • Current Estimate – change to match total budget in FAMIS
  • Select Lead Designer… obtain from FAMIS details tab
  • Select Project Rep… obtain from FAMIS details tab
  • Select Customer… obtain from FAMIS details tab
  • Select Contractor… obtain from Unifier Vendor Information Form
  • Select Consultant… obtain from Unifier Vendor Information Form

CAPITAL PROJECT - FAMIS DATA ENTRY FOR STATUS CHANGING TO RELCON.DOCX12/13/2018

Major Projects – Construction Manager (CM and ICM)

Major or Minor Projects – Construction Manager (CM) or Internal Construction Manager (ICM)

  • Event–First buy-out change order for a trade package is processed in Unifier
  • Project Administrator in IPF Contracts
  • FAMIS Capital Project data
  • General tab
  • Details tab
  • Schedule tab
  • Send e-mail to Earline Solomon with message: “CP has changed to RELCON; please verify schedule dates”. Copy Leisa Williams-Swedberg.
  • Budget tab
  • Unifier data
  • Enter the Unifier itemized budget using the Budget Distribution tool.
  • Project Information – General - Attributes
  • See screenshots on next page for data to be updated, verified, or entered if missing:
  • Famis Status - change to RELCON
  • Current Estimate – change to match total budget in FAMIS
  • Select Lead Designer… obtain from FAMIS details tab
  • Select Project Rep… obtain from FAMIS details tab
  • Select Customer… obtain from FAMIS details tab
  • Select Contractor… obtain from Unifier Vendor Information Form
  • Select Consultant… obtain from Unifier Vendor Information Form

CAPITAL PROJECT - FAMIS DATA ENTRY FOR STATUS CHANGING TO RELCON.DOCX12/13/2018