Purpose:
Section titled “Purpose:”The purpose of this SOP is to demonstrate the steps required to approve a submitted project effort estimate and to assign the correct project engineers (resources) to each task after reviewing the estimated hours for each task on the project plan.
Scope:
Section titled “Scope:”The scope includes all areas of the organization that work within the project scoping and quoting process. The SOP applies towards every scoped project that needs to be approved for scheduling.
Responsibility:
Section titled “Responsibility:”Project Manager
Definitions:
Section titled “Definitions:”- EE - Effort Estimate
- MPP - Microsoft Project Plan
- PM - Project Manager
- QA - Quality Assurance
Procedure:
Section titled “Procedure:”- Scope Review
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PM recieves a copy of the project effort estimate that needs to have project resources and hours reviewed and approved.
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Every scoped project or EE, requires PM review and approval.
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Any questions are directed back to the Design Desk Engineer that created the EE until a version can be approved.
- Update Project Plan
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PM updates the MPP with resource names and hours needed to complete each phase of the project.
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Update Resources / Hours (if applicable)
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Should there be any changes or updates discovered during QA check, the PM will make the necessary corrections to Resource Name and/or Hours.
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Update supporting data (if applicable).
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Should there be any changes or updates discovered during QA check, the PM will make the necessary corrections to the documentation.
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All EE and data collection and information gathered pertinent to the project design will be stored in the respective Teams channel chat, Files, and OneNote tab.
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EE will be created in format .MPP
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Total project hours will be updated in the correct Work Column: Business Hours (BH) or After Hours (AH).
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Resources will be pulled from the .MPP Resource Sheet
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PM performs final review, including Planning and Project Close Out Hours.
- Scope Approval
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PM will approve the EE.
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PM notifies Design Desk to proceed with the generating the quote.
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“Design Engineer - ready for quoting and final vCIO and vITM approval.”
Effectiveness Criteria:
Section titled “Effectiveness Criteria:”- Validation of proper resource allocation and hours
- Reviewed hours on phases including Planning and Project Close Out
- Teams channel is up to date with all pertinent information and documentation to support potential future project
References:
Section titled “References:”- N/A
Process References:
Section titled “Process References:”- Link to process map.
Note: Please add KB relationships to core process, process. SOPs or other WIs on the right.