Adding Precon PSR Forecast Comments
Modified on: Tue, Apr 26 2022 12:11 PMAdding Precon PSR Forecast Comments
STEP 1: Navigate to your Precon job and Click on Budget & Cost Management.
STEP 2: Click the Contract Forecasting link.
STEP 3:
- For your Job
- For the Current Month/Period and Year
- For both Cost/Revenue
- Click go to run the forecast
STEP 4: Go to the forecast comments at the top of the page
STEP 5: Once you see the forecast comments window opened, scroll down to the bottom to see the PSR
STEP 6: Enter your monthly metrics. Some items will be multiple choice fields.
Item |
Name |
Description |
Valid Values |
1 |
Projected Precon Completion |
Date of the Projected Precon Completion |
Date – Any Value |
2 |
Owner’s Budget $ |
How much the Owner (Customer) can spend on a the Construction job |
Number (Float) |
3 |
Current Swinerton Estimate $ |
How much do we at Swinerton expect the Construction job to cost |
Number (Float) |
4 |
Current Estimate of the Document Stage |
What design package are we using in this estimate? |
Conceptual Design 0-50% Schematic Design 51-100% Schematic Design 0-50% Design Documents 51-100% Design Documents 0-50% Construction Documents 51-100% Construction Documents |
5 |
Total Value Engineering Value |
What is the amount of value engineering included in this estimate? |
Number (Float) |
6 |
Total Allowance Value $ |
What is the $ amount of allowances included in our estimate? |
Number (Float) |
7 |
Similar Projects by Division |
How many similar projects has a division preformed? |
Integer |
8 |
Did Operations Create a Logistics Plan? |
An answer to the stated question |
Yes/No |
9 |
# of Critical Subs by 100% DD |
How many critical subcontractor trades have been committed at 100% Design Document? |
Integer |
10 |
Projected Doc Stage at GMP |
At what design stage is a final GMP/Lump Sum contract value expected?
|
Greater than 75% Construction Documents 100% Design Documents and up to 75% Construction Documents Less than 100% Design Documents |
11 |
Did Self Perform Scrub Docs? |
An answer to the stated question |
Yes/No |
12 |
Similar Self Preform Projects |
Number of self-perform projects of similar dollar value, product type, and complexity |
3 or more Less than 3 None |
13 |
# of SP Trades Involved |
The number of self-perform trades (if any) |
Integer |
14 |
Contract Terms Negotiation |
Level of difficulty negotiating the contract terms |
Mutually agreeable Moderate Terms were Highly modified Can't modify the terms We have not negotiated contract terms yet |
15 |
Client Alignment |
How aligned are we with this CM/Client? |
Strong Alignment Moderate Alignment Not Aligned at all |
16 |
Architect Alignment |
How aligned are we with the Architect? |
Strong Alignment Moderate Alignment Not Aligned at all |
17 |
Critical Item 1 |
Top 3 critical items on project (Item 1) |
Free Text |
18 |
Critical Item 2 |
Top 3 critical items on project (Item 2) |
Free Text |
19 |
Critical Item 3 |
Top 3 critical items on project (Item 3) |
Free Text |
STEP 7: Click Save. You have now finished entering the information and can come back in an hour to see your information in Power BI. All data in the report will refresh each hour, at the hour PDT during standard working hours (9:00 am to 5:00 pm).