DGS Quick Reference Guides (QRGs)

General Use - Everyone

• System Access and account setup
• Basic use and navigation
• Adding Users to Projects (Simplified)
• Project Directory
• Action Items, Workflow, and Recent Activity
• Project Files
• Reports and Dashboards (consuming, NOT creating)
• Obtaining Support or training

Vendor Use (All)

• Emails
• Meeting Minutes
• Potential Change Order - Creating and Submitting
• Payment Application - Creating and Submitting
• Non-Conformance Notice - Vendors

Vendor Use (Architect/Engineer)

• Meeting Minutes
• Drawings
• Drawing Packages
• Specifications
• Specification Packages
• Transmittals
• Requests For Information - Response
• LEED Tracking
• Punch List Items
• Submittal Review and Action

Vendor Use (Construction Management, Owner's Rep, 3rd Party Consultant)

• Meeting Minutes
• Field Reports
• Inspections
• Material Testing
• Safety Audits

Vendor Use (General Contractors)

• Meeting Minutes
• Vendor Schedules
• Requests For Information - Creating and Submitting
• Creating and Submitting Submittals and Submittal Packages
• Transmittals
• Field Reports
• Permits
• Inspections
• Material Testing
• GMP Submissions
• Buyout Records
• Intra-Project Transfer
• Contingency Draw Request
• Equipment List
• Punch List Items

Client Agencies

• Requesting a New Project (Client Agency)
• Emails
• Client Agency Input

DGS CCSD Team

• Project Budget Tracking Form - General Use
• Requesting a New Project (EPM)
• Emails
• Project Admin
• Project Setup
• Batch Import
• Cost Periods
• Project Details
• Project information
• Tasks (auto-populates from P6)
• DGS Master Schedules
• Risk Logs
• Meeting Minutes
• Memo to File
• Independent Government Estimate (IGE)
• MOU Reallocation Reprogramming (DGS PM)
• MOU Routing Requests (EPM)
• Reallocation Requests (EPM)
• Reprogramming Requests (EPM)
• Requisition Requests
• Contracts
• Builder's Risk
• Payment Application - Reviewing and Approving (Pencil Copy Invoice)
• Requests For Information - Response
• Directives
• Potential Change Order Review and Approval
• Basic Change Directive (BCD)
• Creating A Change Order
• Submittal Packages
• Transmittals
• GMP Submissions - Review
• Buyout Records - Review and Approval
• Intra-Project Transfer - Review and Approval
• Contingency Draw Request - Review and Approval
• Safety Audits
• Creating Project Reports
• Jobsite Activity Report
• Client Agency Input
• Non-Conformance Notice - DGS CCSD

DGS Budget and Finance

• Project Funding
• Project Creation
• Account Code Setup
• MOUs, Reprogrammings, and Reallocations (Processing and Tracking)
• Budget Amendments
• Payment Application - Invoice tracking

DGS  Administrators

• Project Setup
• Creating Company Reports