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
Baseline Budget Meeting Prep Checklist
Baseline Budget Meeting Prep Checklist MEP
PM Plan (Baseline) Presentation Template MEPS
PM Plan (Baseline) Presentation Template Electrical Only
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 Letter (template)
Closeout Documents Follow Up Email (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
Danger High Voltage Keep Out Sign
Danger Do Not Enter Sign (bilingual)
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
Initial Walk through Checklist
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
Lockout/Tagout Activity Logbook
Lockout/Tagout PDI Policy (English and Spanish)
- 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 Templates
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 (HR, HD, MR)
Quality Control Evaluation- Distribution (Garden)
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 Section Coversheets Template
Re-submittal Section Coversheets Template (NYC PROJECTS ONLY)
Re-submittal Presentation Letter (Email version)
Re-submittal Presentation Letter (NYC PROJECTS ONLY)
Retainage Reduction Request Letter Template
Retainage Reduction Request Email 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 (AIA)- MECHANICAL
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)
Submittal Table of Contents & Coversheets Template
Submittal Table of Contents & Coversheets Template (NYC PROJECTS ONLY)
Submittal Vendor Template (Sample)
Sunbelt Rentals 2020 Rate Guide​​​​​
SCRIPTS
A
Accubid Change Order Pro
Change Order Pro Guide - NEW!​
Accubid LiveCount Pro
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 Instructions
Contract Review Tool Kit Download
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 Script (AP HOLDS)
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​​Closeout
​Concur
Creating an Itinerary for Office Employee Travel
​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) - NEW!
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​Fieldwire
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Insights
Accessing the Production Meeting Documents in Insights
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Internal RFPs
​Invoices
Payables in the Hub Script (AP HOLDS)
Instruction for Clearing Invoice Exceptions
Viewing Invoices Using DocuClass
ITR SOV
J
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L
Labor
Labor Tab Script (FRM, Labor Plan, Labor Curve) - NEW!
Labor Buyout Process and RFP Tool
Labor Buyout Process Flowchart
Timecard Approval Process Script - NEW!
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 - NEW!
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Proposed Change Orders (PCOs)
PCO 0 Process and Project Default
Working with the Change Order Team
​Procurement
Procurement Log in The Hub Video
Procurement Log in The Hub Script
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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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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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Third Party Contracts
Third Party Contracts Script (Creating, Printing, Updating, and Cancelling)
Third Party Contracts Resource
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​VPN
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W
T
Taking Ownership Checklist (Project Management)-Electrical
Taking Ownership Checklist (Project Management)- 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 (HR/HD)