-
As a subcontracting engineer, I need to initiate a kickoff meeting and record information in Smart Materials so that the site activities can be monitored and tracked.
-
As a subcontracting engineer, I need to collect insurance documents and bonds, and record these documents in the system.
-
As the project controls engineer, I need to register the bond and insurance documents to mitigate legal or financial risks.
-
As the document controller, I need to provide additional documents, such as plant layout drawings and detailed specifications, so that the subcontractor is aware of the correct physical location, regulations, and jurisdictions.
-
As a subcontracting engineer, I need to authorize the contractor to start mobilization so that crews and equipment can be brought to the site.
-
As a contractor using Smart Materials Portal, I need to receive authorization for mobilization.
-
As a contractor using Smart Materials Portal, I need to identify lower-tier subcontractors.
-
As the project controls engineer, I need to validate lower-tier subcontractors so that they can invoice and receive payment.
-
As a subcontracting engineer, I need to register lower-tier subcontractors.
-
As a subcontracting engineer, I need to authorize the contractor to enter progress, such as measured quantity, schedule of values, or milestone.
-
As a contractor using Smart Materials Portal, I need to request information/ conversation log so that any relevant discussion is tracked and available for future development/discussions.
-
As a subcontracting engineer, I need to issue RFI responses.
-
As a contractor using Smart Materials Portal, I need to execute work.
-
As a subcontracting engineer, I need to register potential change orders so that there is a log of any issue that might lead to an actual change order later..
-
As a subcontracting engineer, I need to register test and inspection activities and results.
-
As a subcontracting engineer, I need to monitor safety incidents, notices, and NCRs.
-
As the document controller, I need to register NCRs so that I can track the resolution of NCRs.
-
As the document controller, I need to register inspection reports so that I know what parts of the work have been completed and approved.
-
As a contractor using Smart Materials Portal, I need to claim progress for the work performed.
-
As a subcontracting engineer, I need to validate and approve progress so that the contractor can issue the invoice. Validation and approval may require multiple iterations with the contractor.
-
As a contractor or supplier using Smart Materials Portal, I need to issue the invoice.
-
As a subcontractor engineer or buyer using Smart Material, I need to receive, validate, and approve the invoice.
-
As a member of the financial department, I need to register the invoice.
-
As a member of the financial department, I need to pay the invoice.
-
As a subcontracting engineer, I need to register invoice payment.
-
<automated process> The payment certification is automatically created in EcoSys with the data from the approved invoice in Smart Materials; this bypasses the payment certificate process and approval within EcoSys as the match is made directly in Smart Materials.
This automated step requires configuration of the Smart Materials and EcoSys APIs.
For more information, please download the Smart Materials Web API package on Smart Support > View Downloads > Smart Materials > Service Packs and Fixes > Current
Version.
-
As a contract manager, I need to analyze the contract for discrepancies in the approved budget and other budgets possibly including earned value so that I can report any variances to the forecast and budget.
-
As a contract manager, I need to issue the contract reports so that Project Management can take action in regards to budget and forecast, as well as earned value and progress information.