Managing Projects

As an ML Plan Admin, you can add new projects, update existing projects, and delete projects.

To begin, select Projects from the left-side navigation menu.

To Add a Project:

1. Click the Add Project Button ()

2. Enter the necessary information on the Manage Project form. Projects are typically tied to an initiative to accomplish your organization's goals.

Name: Enter the name of the Project.

Number: Enter the project number.

Priority: Select the project's priority.

Start Date: Enter the Start Date of the project.

End Date: Enter the End Date of the project.

Status: Select the Status of the Project. 

Project Soft Costs: Soft costs are costs that are not related to construction. Typical soft costs include bid advertising, design fees, administration fees, insurance, permits.

Escalation: is the expected cost increase that a project can expect over time as a result of an extened construction schedule or delays in project construction. 

Contingency: is a part of the construction project budget set aside to cover all soft costs, escalation, and potential change orders

A/E Fees: Architect and engineering fees for preconstruction through project closeout services.

Permits: Fees to cover building permits.

Bidding: Fees to cover the advertisement and printing of bid documents.

Overhead&Profit: The fees a contractor applies to a project change order to cover their administrative costs and other cost of business and typically a predetermined % of allowed by the project contracts.

Assigned Departments: Select the respective departments that are associated with this project.

Assigned Initiatives: Select the initiatives associated with this project. 

3. Click Save. 

To Edit a Project

1. Click the edit icon ().

2. Update the necessary fields.

3. Click the save button.

To Delete a Project

1. Click the delete icon (). Your project cannot have any items on it to be eligible for deletion.

2. Your web browser will display a confirmation page. Click Ok.