Adding 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: 

  1. For your Job
  2. For the Current Month/Period and Year
  3. For both Cost/Revenue
  4. 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).