Project Manager Resources
We update this page frequently to ensure you have access to the most recent versions of our materials. Links are added or updated regularly and will be italicized with "NEW" next to the title for your convenience.
Be sure to check back often to stay up-to-date with the latest resources!
FORMS
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B
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Baseline
Budget Meeting Prep Checklist
Budget Meeting Prep Checklist - MEP
PM Plan Presentation Tables - Electrical
PM Plan Presentation Tables - Mechanical
PM Plan Presentation Template - Electrical
PM Plan Presentation Template - MEPS
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Billing for Stored Materials Request Email
Bluebeam Construction Tool Sets
Budget Adjustment Details Report (Sample)
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C
Certificate of Insurance (COI) 2024 - 2025
Closeout Documents Follow Up Email (Template)
Closeout Documents Letter (Template)
Competent Person Identification Form
Container Request Form and Guidelines
Coordination Request for Information Letter
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D
Daily Report Template
-located in Fieldwire
Delay of Approved Submittal Email (Template)
Delay of Approved Submittal Letter
Dog House Order Form - Mechanical
Dropped Object Prevention Plan
Draw Summary Cover Sheet (Sample)
Duct Drop Order Form - Mechanical
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E
Energization Procedure Checklist
-located in Fieldwire
Energization Procedure Workflow
Engineering Kick Off Meeting Agenda
Evaluation and Training Request Form
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F
Feeder Take-off Verification Form
Fieldwire Issues Report (Sample)
Final Lien Waiver - Conditional
Final Lien Waiver - Unconditional
Fire Alarm End User Acceptance
Follow Up Re-Submittal Email (Template)
Follow Up Submittal Email (Template)
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H
Hand and Foot Injury Prevention Policy
Hand and Foot Injury Prevention Policy - Spanish
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I
​Information to Record in Daily Reports
Internal Purchase Order (IPO) Report (Sample)
J
Jobsite Safety Inspection Form
-located in Forms in Fieldwire
Jobsite Safety Inspection Form Instructions
Jobsite Theft Protection Best Practices
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L
Labor Look Ahead Tips & Tricks
Labor Tracker Template & Sample
Lighting Control Kickoff Meeting Agenda - NEW!
Lighting Control Pre-Rough Meeting Agenda - NEW!
Lockout/Tagout Activity Logbook
Lockout/Tagout PDI Policy - Bilingual
- located in Forms section of Fieldwire
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M
Master Material Purchase Order Agreement
Material Buyout Process Flowchart
Material Standards
Material Transfer Request Form
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N
NECA Manual of Labor Units 2021-2022
New Project Introduction (Email Template)
New Project Introduction (Org Chart Template)
Notice of Delay Letter (Email Version)
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O
Electrical One Line: Setup and Updating
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OSHA
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Organizational Chart (Template)
P
PDI Electrical Room Access Log in Sheet
PDI Certificate of Insurance Renewal (COI)
PDI Certificate of Insurance Renewal by Certificate Holder
PDI Stored Materials Certificate of Insurance Renewal
PDI Submittal Footer – With Disclaimer
Performance Review - Field Employee
Production Docs Set up in FW Checklist
Production Meeting Document Guidelines
Progress Billing Worksheet (Sample)
Project Budget Report (Sample)
Project Plan Meeting Agenda - Electrical
Project Plan Meeting Agenda - MEP
Proposed Change Order (PCO) Checklist
Proposed Change Order (PCO) Email (Template)
Proposed Change Order (PCO) Follow Up Email (Template)
Proposed Change Order (PCO) Form
Purchase Order Requisition (POR) Form
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Q
Quality Control Evaluation - Distribution (Garden)
Quality Control Evaluation - Distribution (HR, HD, MR)
Quality Control Evaluation - General
Quality Control Evaluation - Rough
Quality Control Evaluation - Safety
Quality Control Evaluation - Structure
Quality Control Evaluation - Trim
Quality Control Evaluation - Trim (Hotel)
Quality Control Program Overview
R
Rectangular Takeoff Form - Mechanical
Request for Notice of Building Dry-In Letter
Request for PDI to Install Moisture Sensitive Material Before Building Dry-In Email
Request to Store Time Sensitive Material Letter
Re-submittal Presentation Letter (Email Version)
Re-submittal Presentation Letter - NYC Projects Only (Email Version)
Re-submittal Section Coversheets (Template)
Re-submittal Section Coversheets - NYC Projects Only (Template)
Retainage Reduction Request Email (Template)
Retainage Reduction Request Letter (Template)
Return of Goods Authorization (RGA) Form
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S
Safety Pre-Task Plan
-located in Forms in Fieldwire
Scrap Metal Recycling Locations
Silica Exposure Control Plan - English & Spanish
-located in Forms in Fieldwire
Silica Exposure Control Policy
Silica Exposure Control Policy - Spanish
Silica Safety Train the Trainer Guide
Silica Safety Train the Trainer Guide - Spanish
SOV Template - PLUMBING - CENTRAL PLANT - NEW!
SOV Template - PLUMBING - UNIT WATER HEATERS - NEW!
Spanish Conversation Take Home
Subcontract General Conditions (Sample)
Subcontractor Certificate of Insurance COI (Sample)
Submittal and Material Procurement Log Template
Submittal Presentation Letter (Email Version)
Submittal Presentation Letter - NYC Projects Only (Email Version)
Submittal Table of Contents & Coversheets (Template)
Submittal Table of Contents & Coversheets - NYC Projects Only (Template)
Submittal Vendor (Template Sample)
Sunbelt Rentals 2020 Rate Guide​​​​​
SCRIPTS
A
Accubid Change Order Pro
Accubid LiveCount Pro
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Autodesk
Creating Issue and Issue Reports in ACC
Navigating, Uploading, and Comparing Sheets in ACC
B
Billing
Gathering Documents to Bill for Stored Materials
Generating the AR Aging Report in OBIEE
Monthly Billing Quick Reference Guide
SOV Guidelines Document (Including Mobilization Notes)
Textura Directions for Monthly Billing
Textura Directions for Allocating Change Orders
​Bluebeam
Adding Path To Power Chart in Bluebeam
Completing Take-Offs in Bluebeam
Contract Review Tool Kit Download
Contract Review Tool Kit Instructions
Best Practices
Best Practices Shortcut "How to Guide" (Android)
Best Practices Shortcut "How to Guide" (Apple)
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Bid Process Management (BPM)
Budget Report
Monthly Budget Update Training Guide
Understanding the Project Budget Report
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C
cBOM
Payables in the Hub (AP Holds)
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​​Closeout
​Concur
Creating an Itinerary for Office Employee Travel
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Contracts
​Coordination
Coordination QC Process (QC Apex)​​
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E
​Egnyte
Web Browser Collaboration Basics
Excel
F
Field Resource Management (the Hub)
Labor Tab Script (FRM, Labor Plan, Labor Curve)
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​Fieldwire
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I
Insights
Accessing the Production Meeting Documents
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Internal RFPs
​Invoices
Instruction for Clearing Invoice Exceptions
Payables in the Hub Script (AP Holds)
Viewing Invoices Using DocuClass
ITR SOV
J
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K
Kojo - NEW!​
Kojo Office Essentials Training Recording
Mastering Material Release with Kojo
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L
Labor
Labor Buyout Process and RFP Tool
Labor Buyout Process Flowchart
Labor Tab (FRM, Labor Plan, Labor Curve)
M
Material Buyout Process Flowchart
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O
​Openspace
Openspace Reference Guide & Best Practices
Openspace Standard Operating Procedure
Openspace Support Reference Guide
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P
Power Design Resources
PDR and Ops - Roles and Responsibilities
PDR - RFP Guide for Operations
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Proposed Change Orders (PCOs)
Explaining Material and Labor Pricing
PCO 0 Process and Project Default
Working with the Change Order Team
​Procurement
Procurement Log in The Hub Script
Procurement Log in The Hub Video
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Purchase Orders (POs) & cBOM
Payables in the Hub Script (AP HOLDS)
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Production Trackers
Production Trackers Resource (One Line, Homerun Tracker, Clear the Path, and WIP Trackers)
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Q
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R​
​RFIs
S
​Submittals
Creating Submittals in Bluebeam
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SOV Guidelines
SOV Guidelines Document (Including Mobilization Notes)
SOV Guidelines Document- Mechanical
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T
Team Members
Adding, Updating, and Deleting Project Team Members in Oracle
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Textura
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Third Party Contracts
Third Party Contracts - PO Script
Third Party Subcontracts Resource
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​VPN
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W
T
Taking Ownership Checklist (PM) - Electrical
Taking Ownership Checklist (PM) - MEP
Temporary Power Safety Inspection Form
- located in Forms in Fieldwire
Temporary Power Safety Inspection Instructions
Temporary Power Survey
-located in Forms in Fieldwire
Time and Material Form
-located in Forms in Fieldwire
Tool/Temp Power Transfer Request Form
Torque & Meggar Report
-located in Forms in Fieldwire
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U
Unistrut or Angle Hanger Form - Mechanical
-located in Forms in Fieldwire
-located in Forms in Fieldwire
-located in Forms in Fieldwire
-located in Forms in Fieldwire
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V
VDC Internal Kickoff Meeting Agenda
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W
Warranty Letter (Email Template)
Work in Place (WIP) Tracker (Garden Style)
Work in Place (WIP) Tracker (HR/HD)