Getting Started Check List:

Before you can create a Precon PSR Month End Report in Power BI confirm ALL the following items have been completed for the Project:

  • Precon Contract / NTP Received from Client
  • Job in CMiC Converted to an Active Job (JIP, no P at the end of the job number)
  • Budget has been uploaded in CMiC
  • Swinerton Project Champion has been added to the Project Directory
  • You have added the Precon PSR App in Power BI
  • You understand how to complete month end financial forecasting in CMiC

Monthly Flow Chart: