Navigating to the PERT page

To navigate to the  PERT screen, in the left-hand menu, click "Find Proposal" within the "Commercial" area. Once you've found the proposal for which you want to view the PERT, click the PERT button in the left-most column.

Proposal Structure

The proposal structure is shown on the left-hand side of the page. Click the "Add Module" or "Add Station" button above the grid to add a new module or station. Based on your PERT templates, the module or station will automatically be populated with labour. 

You can also edit, copy or delete a station by clicking the buttons in the right-most columns.

Adding and Editing

When you add or edit a module or station the following is used.

Quantity

If the project contains identical modules or stations, we can increase the "Quantity" field instead of creating separate items for them. This can be done when added or by clicking the edit icon. This causes all estimated hours within the module or station to be multiplied by the quantity field. An important thing to note is that the "Hours" column always shows how many hours are within a single module or station. The quantity will only be considered for proposal structure items 1 level above itself.

Copy

When you copy a module or a station, all estimated hours are copied over, and a new item with the suffix "- COPY" is added at the same level as the copied item. If the copied item is a module with sub-stations, those will also be copied. The only thing not copied is the Quantity value. A copied module or station will always have the Quantity value set to 1.

Detail

The detail section shows some basic information about the proposal.

On the detail page, you can assign a contact for each department. That contact is responsible for overseeing the completion of the PERT estimation for the given process. Once the PERT is complete for that process, the contact, or an employee with permission to do so, can mark this PERT as complete. This is done by clicking the green tick mark. This will populate the PERT Complete fields with the employee who marked the PERT as complete and the completion date. Once a process has been marked as complete, an employee with permission to approve a PERT can then mark that process completion as approved. This is done in the same way as completing the PERT. When a process is marked as complete or Approved, the green check mark will turn into a red X. If the completion or approval needs to be undone, you can click this red X to undo it.

Labour

The labour grid lists all processes and tasks for the currently selected proposal structure item. The grid is split into 3 primary levels

•  Project Process, signified by a dark blue background.
•  Proposal Process, signified by a lighter blue background
•  PERT tasks, signified by a white background

By default, all project processes will be populated; however, if needed, you can add a new project process by clicking the "Add Process" button at the top right of the grid.

To add proposal processes or PERT tasks, click the "+" button on the record to which you want to add it.

Once the PERT hierarchy is created, you can add your estimates by populating the "Optimistic," "Most Likely" and "Pessimistic" columns. From this, PERT Risk, PERT Hours, Estimated Hours, and Estimated Days are calculated and collated into the higher-level items.