THE INTEGRATED SOFTWARE SOLUTION THATYOU’VE BEEN WAITING FOR IS HERE NOW!
PROJECT PLANNING
BUDGET AND COST CONTROL
PERFORMANCE MEASUREMENT
ENGINEERING PROGRESS
CONSTRUCTION PROGRESS
PROCUREMENT
MATERIALS MANAGEMENT
DOCUMENT CONTROL
3640 Mt. Diablo Boulevard, Suite 202 • Lafayette, California 94549Phone: (925) 299-6700 • Fax (925) 299-6701
E-mail: [email protected] • Web site: www.prismpm.com
PRISM OVERVIEWProject Manager
PROJECT PROVEN SOFTWARE
PRISM Project Manager is an innovative project
management information system designed and
developed by professional project managers and
project controls engineers, specifically for
Engineering and Construction projects. With
PRISM Project Manager you can plan, budget and
control a project through all project phases
including proposal, planning, engineering,
procurement, construction, and startup. PRISM
Project Manager meets or exceeds the Earned Value
reporting requirements of all government agencies
and is the system of choice at Los Alamos National
Laboratory in New Mexico and the Hanford site in
Southeastern Washington state. PRISM Project
Manager is also extremely well suited for managing
project data in private industry, for both owners and
contractors and is used on major projects
throughout the world by some of the leading
engineering/construction companies and owners in
the industry.
FEATURES AND BENEFITS
• Windows 95/98/NT 32 bit system
• Multi-user concurrent access over a LAN or
WAN, with built-in security
• Multi-project
• Summary project capabilities for enterprise
wide reporting of multiple projects
• Multi-currency for international projects
• User defined data coding structure makes the
system ideal for any size or type of project
• Easy to use data import/export capabilities
make data handing and integration a snap
• Direct links to P3 and SureTrak data files
• Direct links to your financial or accounting
packages can be established
• Powerful report writing capabilities
• Single source data entry assures data integrity
• Single source data entry saves time and money
• Help deliver on-time, on-budget projects
• Provides better, faster, cheaper management of
all your projects
PRISM Project Manager is used on
major engineering and construction
projects throughout the world by some
of the leading engineering companies
in the industry.
PRISM OVERVIEWProject Manager
DATA INTEGRATION
PRISM Project Manager provides true integration
of project data in a single software package. Single
source data entry equals data integrity for all of
your project data.
With PRISM Project Manager you can:
• Import and consolidate estimates from your
estimating software for developing the project
baseline budget,
• Import schedule dates from your scheduling
software, (ARES is a Primavera partner and we
have developed a seamless link to the data in P3
and Suretrack),
• Integrate your cost and schedule data into a
Control Account for quantifying
accomplishments and assessing progress and
performance,
• Time-phase the Control Account to measure
accomplishments for the reporting period and
compare to the plan,
• Import actual and committed cost data from
your financial or accounting system,
• Link the Control Account to the procurement
commitment log,
• Link schedule activities to the estimate, control
account, purchase order, installation contract,
equipment list and engineering activities
including requisitions, specifications, drawings,
and non-drawing tasks, and
• Link the purchase orders and/or installation
contracts to drawing and equipment lists.
The Control Accounts form shown is the main view in
Cost and Progress. Sub-views and links to other
modules are accessed by the buttons along the left side
of the main view . Pressing the Cost button will bring
up the Control Accounts Cost Elements screen which
holds the detail cost data for the account.
In the Cost & Progress module you can:
• Automatically generate Control Accounts from
the detailed baseline estimate by linking the
Control Account to one or more detailed estimate
in the Baseline Estimate Module.
• Link Controls Accounts to schedule activities for
time-phasing budgets and forecasts using both
early and late schedule dates.
• Define an unlimited number of cost elements (cost
types).
• Define an unlimited number of curves for time-
phasing of budget and forecast data.
• Calculate Control Account progress percent
complete and earned value performance criteria
using one of 15 pre-defined Physical Progress
Method (PPM) codes.
• Maintain an audit trail of budget changes and
automatically update current and approved
budgets and forecasts with built-in Change
Control processes.
• Calculate estimate to complete forecasts with
Hours/Unit and $/Hour rates.
• Define progress items for each Control Account
to allow the collection of quantity data at a lower
level of detail than the Control Account.budget.
PRISM FUNCTIONAL MODULESProject Manager
COST AND PROGRESS
The Cost and Progress Module is used to establish
the time-phased baseline budget, collect actual and
committed data, track progress, monitor and track
project trends and changes, prepare expenditure
forecasts and measure performance and
productivity, for hours and quantities as well as
cost.
The key field in the Cost and Progress module is the
Control Account. The control account forms the
basis for project planning, scheduling, budgeting,
work authorization, cost accumulation, performance
measurement, analysis and progress reporting. The
Control Account maintains all cost and progress
information including actual period costs, open or
total commitments, estimate to complete, estimate at
completion, baseline budget, changes, approved
budget and variances for both budget and forecast.
CONTROL ACCOUNTS MAIN VIEW
PRISM FUNCTIONAL MODULESProject Manager
COST AND PROGRESS INTEGRATION
INPUT PROCESS OUTPUT
COSTAND
PROGRESSMODULE
¤
CONTROLACCOUNT
Time Phased Budget
Progress % Complete
Earned Value - hrs and $
Expenditures - hrs and $
Variance Analysis
Trends and Changes
Forecast - ETC/EAC
Construction Progress Data
Engineering Progress Data
Actual Expenditures
Commitments
E/P/C Schedule Dates
Detailed Cost Estimate
PRISM FUNCTIONAL MODULESProject Manager
BASELINE ESTIMATE
The Baseline Estimate module is used to establish
the detailed cost basis for the Baseline Budget in the
Cost and Progress module. Detailed estimates may
be created directly in this module, or may be
electronically imported from any commercial
estimating system, spreadsheet, database or ASCII
file. The Item ID may be a random number or may
be generated with intelligence from the project Work
Breakdown Structure, allowing unlimited flexibility
in grouping and sorting data. By entering a quantity
and a unit hour value the system will calculate total
hours.
Cost detail is generated and shown on the cost
elements screen where the cost detail for each
estimate is entered and calculated. In the example
shown, labor has been defined as a function of
hours, therefore labor cost will be calculated as a
function of unit price (in this case the wage rate)
multiplied by total hours. Materials have been
defined as a function of quantity and material cost is
calculated by multiplying the unit price by the
quantity. An unlimited number of cost elements
(cost types) may be defined for each estimate.
Each Cost Element may be defined as a function of
hours or quantity, or a lump sum value may be
entered. The sum of the cost column on the Cost
Elements screen is shown on the Baseline Estimate
main view, along with the calculated value for total
Unit Price. The Cost Elements screen is a grid that
acts similar to a spreadsheet and columns may be
sized, moved, or closed.
Cost and schedule integration is achieved by
creating links from the Baseline Estimate to
Schedule Activities and Control Accounts. There
can be many-to-one relationships of estimate line
items to Control Accounts, so a very detailed
estimate can be rolled-up to create a Baseline
Budget that is more suitable for tracking and
controlling the project, without losing the detailed
basis for the control account. Links may be
established to Master or Original Estimates for the
purpose of comparing the current estimate to
previous estimates. Links may also be created to
integrate the estimate with the schedule for time-
phasing the budget and applying escalation to the
estimate.
BASELINE ESTIMATE MAIN VIEW
SCHEDULE INTERFACE
The Schedule Interface module holds the schedule
information used by the Cost & Progress module for
time-phasing and progressing the Control Account
and by the Baseline Estimate module for applying
escalation to the estimate. Schedule dates can be
entered directly here in the Schedule Interface
module or may be imported from popular
scheduling packages such as Primavera Project
Planner® (P3), and Microsoft Project®. ARES is a
Primavera Partner and PRISM Project Manager
provides a seamless link to P3 and SureTrak
activity files, allowing for easy one-step importing
of schedule data. Calendar days and Total Float are
calculated by PRISM PM from the dates that are
entered.
Many-to-many relationships between schedule
activities and control accounts can be established,
allowing several schedule activities to be linked to a
single Control Account. PRISM PM can then
create a distribution curve for time-phasing cost
data based on weighting that was manually entered
for the activity or imported from a resource loaded
schedule. Schedule activities can also be linked to
engineering drawings, specifications, non-drawing
activities, capital equipment tag numbers, and
procurement and expediting activities. As the
schedule is updated for the current forecast, the
current schedule may be imported and compared to
the approved schedule.
PRISM FUNCTIONAL MODULESProject Manager
LINK SCHEDULEACTIVITIES TO:
CONTROL ACCOUNTS· Cash flow· Time phased performance
PROCUREMENT ACTIVITIES· Purchase orders· Contracts· Expediting
EQUIPMENT LIST· Delivery· Installation
ENGINEERING ACTIVITIES· Drawings· Requisitions· Specification
BASELINE ESTIMATE· Escalation
SCHEDULE ACTIVITIES MAIN VIEW
ENGINEERING PROGRESS
The Engineering Progress module is used to develop
the engineering budget and track engineering
progress and performance in hours for Requisitions,
Specifications, Drawings, and Non-drawing tasks
like engineering supervision.
In the Engineering Progress module you can:
• Budget hours at the document level and collect
actual hours at any level of the user defined
work breakdown coding structure for measuring
overall progress and performance
• Track budget change by document
• Maintain lists of Requisitions, Specifications
and Drawings
• Link to the Document Control module for trans-
mittal of engineering documents to vendors and
customers
• Link to the Control Account to status the
progress of the engineering effort
• Link individual documents to the Schedule
• Link to Procurement for listing documents that
belong to each P.O. or Contract.
ENGINEERING PROGRESS MAIN VIEWS
PRISM FUNCTIONAL MODULESProject Manager
LINK ENGINEERINGDOCUMENTS TO:
CONTROL ACCOUNT· Progress % complete
PROCUREMENT· Purchase orders· Contract documents
PROJECT SCHEDULE· Required dates· Forecast dates
DOCUMENT CONTROL· Transmittals· Vendor documents
PRISM FUNCTIONAL MODULESProject Manager
CAPITAL EQUIPMENT
The Capital Equipment module is used to list
and track the Capital Equipment for the
project. Capital equipment can include
process equipment that is installed in the
plant, spare parts, or mobile equipment that
will be used during the operation and
maintenance of the plant.
Features include:
• Equipment attribute fields for sorting and
reporting equipment data like weight,
size, horsepower, etc.
• Link to the schedule for equipment
delivery and installation dates.
• Link to the Control Account for
equipment costs
• Link to the Engineering Progress module
for drawing numbers and specifications.
DOCUMENT CONTROL
The Document Control module is used to manage
engineering documents.
In the Document Control module you can:
• Track the issue of engineering documents to
vendors and customers.
• Link to drawing lists and specification lists in
the Engineering Progress module.
• Track the receipt and distribution of vendor
documents.
TRANSMITTALS MAIN VIEW
EQUIPMENT MAIN VIEW
PROCUREMENT
The Procurement module is a full featured
procurement system for creating, tracking and
expediting Purchase Requisitions, Purchase Orders
and Service and Installation Contracts.
In the Procurement module you can:
• Search master databases for Vendors and
Contractors by key word search
• Automatically generate P.O. line items from the
engineering equipment list
• Link to MS Word or use the internal word
processor for boiler plate documents
• Define event sets for procurement scheduling
and tracking
• Link to schedule for required on-site dates
• Maintain a Commitment Log that is available to
the Cost & Progress module
• Link to the equipment and drawing lists
• Maintain a rating of vendor performance with
user defined criteria
• Create a database of all equipment and
materials ordered for a project.
MATERIALS MANAGEMENT
The Materials Management module is designed to
track the receipt and issue of material and
equipment into and out of a project warehouse or
storage location. The Material Management module
is also designed with full inventory control.
In this module you can:
• Create Receiving reports with overages,
shortages and damages.
• Link inventory to the Purchase Order.
• Link to the Procurement Schedule.
• Material checkout by Contractor and inventory
transfers.
• Maintain a Contractor database including
materials received and plant area installed.
PRISM FUNCTIONAL MODULESProject Manager
CONSULTING AND PROJECTIMPLEMENTATION SERVICES
PRISM Project Manager is supported by a staff
that understands that no two projects or clients
are alike and have designed a flexible software
package that can be tailored to meet your
unique requirements. Our developers are
project management professionals with many
years of hands-on field experience in
implementing projects. Our goal is to provide
management tools that work for you. We listen
to and understand our clients needs and can
provide services to customize or tailor our
software to meet your unique requirements.
Successful projects require the integration of
project data from all disciplines. This
integration can’t be achieved without the
implementation of work processes and
procedures that outline data flows and the duties
and responsibilities of each of the project team
members.
PRISM SERVICESProject Manager
CONSULTING AND PROJECTIMPLEMENTATION SERVICES
Our experienced support staff can provide
services to:
• Review work process, coding structures and
reporting requirements and make
recommendations for improvement,
• Assist in the development of Project
Procedures and Project Management Plans,
• Modify PRISM Project Manager as
required to meet your organization’s work
processes and unique requirements,
• Develop a training program tailored to fit
your organization’s work processes,
including project management techniques
and software implementation,
• Assist in project startup,
• Provide extension of staff during project
execution.
ARES can provide:
♦ INSTALLATION SUPPORT
♦ TRAINING
♦ PROJECT IMPLEMENTATIONSUPPORT
♦ MANAGEMENT PLANS
♦ PROJECT PROCEDURES
♦ EXTENSION OF STAFF
3640 Mt. Diablo Boulevard, Suite 202 • Lafayette, California 94549Phone: (925) 299-6700 • Fax (925) 299-6701
E-mail: [email protected] • Web site: www.prismpm.com
DATA INTEGRATION THATWORKS FOR YOU!