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Rusty Steel

PMIS Implementation

Project Management Information Systems Training
PMISystems Training

Prevent costly delays and disruptions

Now that you have invested in advanced project management systems and provided comprehensive training to your team, it's essential to ensure that your PMIS is effectively protecting your projects from potential claims. At Bear3 Consultants, we understand the critical role that proper documentation plays in safeguarding projects and managing risks. Our specialized service, PMISystems Training, offers a team of highly experienced professionals who will work closely with your project management team. Led by a seasoned Project Manager, this team includes a Project Controls Professional, Project Engineer, Cost Engineer, and Superintendent.

The Project Manager brings expertise gained from managing projects with rough order of magnitude over $100 million, with experience in TIA and claims processes. They will be the leader of the training team, guiding your staff on how to prepare for potential project issues by documenting everyday occurrences in a way that supports elevated risk analysis. Additionally, they will assist in creating a risk register and provide training on how to understand and use it to your advantage.

The Project Engineer's role is crucial in processing submittals, RFIs, change orders, and other documents with smart IDs, enabling quick and efficient retrieval of essential project data. This ensures accurate data provision to the scheduler, minimizing impacts on the schedule due to procurement or changes.

The Superintendent focuses on proper documentation in daily reports, photographs, videos, meeting minutes, and daily conversations, ensuring a comprehensive project record. They will also provide guidance on the best way of phrasing RFIs to protect your project's interests.

Lastly, the Project Controls Professional will work closely with the scheduler, whether from Bear3 Consultants or the client, to ensure the schedule follows best practices and documents impacts within the schedule, narrative, and TIAs. If scheduling services are provided by the client or under Bear3's umbrella, necessary adjustments will be made to align with industry best practices.

At Bear3 Consultants, we are independent of any particular PMIS platform and do not promote or sell any specific software. Our focus is solely on assisting you in making the most of your chosen PMIS or helping you find the right platform that suits your project needs and budget. With our comprehensive training and support, your project management team will be empowered to utilize the PMIS effectively, protect your projects against claims, and achieve successful project outcomes.



Introducing "PMISystems Training":

Empowering Project Management Teams for Success

At Bear3 Consultants, we understand the critical role that Project Management Information Systems (PMIS) play in ensuring successful project outcomes. That's why we are thrilled to offer our specialized service, "PMISystems Training," designed to empower project management teams in optimizing their use of PMIS. Our team of highly experienced professionals, including Project Managers, Project Engineers, Superintendents, Cost Engineers, and Project Controls Professionals, will work closely with your project staff to provide hands-on training on how to best utilize the PMIS platform you have already invested in.

Our unique approach to PMIS training goes beyond the typical software tutorials. We focus on teaching your team how to properly document everyday project issues, effectively manage risks, and strategically use the PMIS to protect your projects from potential claims. By learning industry best practices, your team can leverage the PMIS to its fullest potential and improve overall project performance.

Our team of experts will guide your project staff in organizing project documentation within the PMIS, ensuring all critical information is efficiently recorded and easily accessible. We will assist in creating and maintaining a risk register, providing valuable insights on managing risks to your advantage. Additionally, we will help your team understand how to communicate and collaborate effectively with the scheduler, ensuring that your project stays on track and aligned with goals and objectives.

Furthermore, we will assist in creating the Schedule of Values, budget, and preparing for resource and cost loading of the schedule. Our Cost Engineers will share best practices in cost engineering to enhance project budgeting, allocations, and expense management.

Smart IDs will be introduced to your documents, allowing easy identification of key information without the need to open each submittal. With our guidance, your team will efficiently find 6Ws (who, what, why, when, where, and how) to quickly assess project status and identify potential impacts on the schedule.

Our Superintendent training will focus on proper documentation in daily reports, photographs, videos, meeting minutes, and daily conversations. We will guide your team on how to best word an RFI to effectively communicate project needs and avoid delays.

Lastly, our Project Controls Professionals will work closely with the scheduler, whether provided by the client or Bear3 Consultants, to ensure the schedule follows best practices and accurately documents impacts within the schedule, narratives, and Time Impact Analyses (TIAs).

At Bear3 Consultants, we are committed to bridging the gap between investing in advanced PMIS software and reaping its full benefits. Let our expert team guide your project staff to harness the power of your PMIS and achieve exceptional project outcomes.

Project Manager:

Our highly experienced and certified Project Manager, who will also serve as the leader of the training team, plays a vital role in our specialized PMISystems Training service. With a minimum of five years managing projects with a rough order of magnitude over $100 million and a proven track record in navigating the TIA and claims process, they bring a wealth of expertise to the table.

The Project Manager's role is to lead and guide your project management team in preparing for potential challenges by implementing effective documentation practices. Drawing from their extensive experience, they will act as a shadow to your team, providing valuable recommendations on how to document the project according to industry best practices. They will ensure that every day-to-day issue is properly documented, enabling quick recovery as elevated risks begin to impact the project.

Incorporating risk management best practices, the Project Manager will assist your team in understanding and utilizing a risk register to their advantage. They will impart knowledge on how to identify and mitigate risks proactively, allowing your team to make informed decisions and maintain project progress.

Furthermore, our Project Manager will work closely with your team to optimize scheduling benefits. They will provide insights on how to effectively provide information to the scheduler, ensuring the schedule reflects the most accurate representation of the project's progress and potential bottlenecks.

Additionally, the Project Manager will be instrumental in assisting your team in creating the Schedule of Values, budget, and preparing for resource and cost loading of the schedule. By leveraging their cost engineering expertise, your team will develop a comprehensive and accurate project budget, accounting for potential contingencies and avoiding cost overruns.

Through our PMISystems Training, your project management team will gain the necessary skills and knowledge to incorporate cost engineering best practices into your project's budget, allocations, and expenses. This will enable more strategic resource allocation, cost control, and better financial forecasting.

Under the guidance of our seasoned Project Manager, your team will be empowered to excel in project management, delivering successful projects within budgetary constraints and protecting your company from potential claims. At Bear3 Consultants, we are committed to providing a holistic approach to project management training, equipping your team with the tools they need to achieve project success and client satisfaction.

Project Engineer:

As a key member of our specialized PMISystems Training team, the Project Engineer brings valuable expertise and insights to streamline your project's documentation process. Similar to the Project Manager, the Project Engineer is well-versed in the project's challenges and intricacies, having experienced managing projects and handling submittals with precision.

Their role in the training process is crucial in assisting your team to efficiently process submittals while maintaining meticulous attention to detail. They will guide your team in organizing and categorizing submittals, RFIs, change orders, and other crucial documents within the PMIS. By implementing effective document management strategies, your team will be able to quickly access the necessary information, facilitating smoother project execution.

One of the Project Engineer's primary focuses during the training sessions is to introduce smart IDs to your documents, such as submittals. By incorporating these smart IDs, your team will be able to find critical information, such as the 6Ws (who, what, why, when, where, and how), without even opening the submittal but simply by reading its identification. This innovative approach streamlines document retrieval, enabling your team to make informed decisions faster and with greater accuracy.

Moreover, the Project Engineer will ensure that your team understands how to provide accurate data to the scheduler, enabling them to create a schedule that factors in procurement timelines, change orders, and other potential impacts. This proactive approach will safeguard the project from unexpected delays or disruptions caused by procurement or changes.

Through interactive training sessions, the Project Engineer will equip your team with the knowledge and skills to effectively utilize the PMIS for document management and seamless communication with the scheduler. Their goal is to enhance collaboration among project team members, minimizing the risk of miscommunication or delays due to incomplete or inaccurate data.

By leveraging their experience and expertise, the Project Engineer will instill best practices in your project management team, optimizing submittal processing, and communication within the PMIS. With their guidance, your team will be empowered to navigate complex project documentation with ease, ensuring a well-coordinated and successful project delivery.

The utilization of CSI Specifications ensures that all project stakeholders, from project managers to contractors and subcontractors, speak the same language when discussing project costs and scope. This standardized communication fosters clarity, accuracy, and consistency in project documentation and financial reporting.

Moreover, the CSI MasterFormat facilitates seamless integration with various project management systems and software, streamlining the data entry and analysis processes. As a result, your team can efficiently track and manage costs, easily identify trends, and make informed decisions throughout the project lifecycle.

When combined with your PMIS platform, the use of CSI Specifications enhances the platform's functionality by providing a well-organized and standardized structure for cost inputs. This enables your team to generate accurate cost reports, perform in-depth cost analyses, and identify potential cost-saving opportunities more effectively.

By embracing the CSI MasterFormat in your Schedule of Values and project documentation, you establish a solid foundation for financial management. The clear and structured breakdown of project costs helps to prevent cost discrepancies, facilitates effective change order management, and contributes to accurate budget forecasting.

At Bear3 Consultants, we are committed to providing comprehensive training for every member of your project management team. By incorporating the expertise of our Project Engineer, your team will acquire the skills needed to efficiently manage project documentation, introduce smart IDs, and maintain a highly effective and collaborative project environment.


In our comprehensive PMISystems Training program, the Superintendent plays a pivotal role in optimizing your project's documentation processes. With extensive experience in overseeing construction projects, the Superintendent brings a wealth of knowledge to ensure that critical project information is accurately captured and organized.

One of the primary focuses of the training provided by the Superintendent is on daily reports. They will guide your team on the importance of detailed and concise daily reporting, capturing essential project activities, progress, and potential challenges. By emphasizing the significance of accurate daily reports, your team will have a comprehensive record of the project's day-to-day activities, enabling them to address issues promptly and make well-informed decisions.

Additionally, the Superintendent will instruct your team on the effective use of photographs and videos in documenting project progress. By incorporating visual documentation into the PMIS, your team can provide clear and verifiable evidence of project milestones and conditions, strengthening your project's documentation and potential claim defenses.

The Superintendent will also focus on the importance of thorough meeting minutes. They will train your team on how to record and document crucial information and decisions made during project meetings. Accurate meeting minutes are invaluable in resolving disputes, tracking project changes, and providing a historical record of project decisions.

Furthermore, the Superintendent will provide guidance on documenting daily conversations and directives. By ensuring that all project-related discussions and instructions are accurately recorded, your team will have a robust paper trail to refer to, mitigating potential misunderstandings and disputes.

In the training sessions, the Superintendent will also share their expertise in effectively wording RFIs (Requests for Information). They will guide your team on how to draft clear and concise RFIs, ensuring that all necessary information is included to expedite responses and minimize delays.

By incorporating the Superintendent's experience and knowledge, your project management team will acquire essential skills in documenting daily activities, photographs, videos, meeting minutes, and RFIs effectively. With a strong emphasis on comprehensive documentation, your team will be well-prepared to handle potential challenges, defend against claims, and efficiently communicate within the PMIS.

At Bear3 Consultants, we recognize that robust documentation is crucial to the success of your project. With the Superintendent's expertise, your team will be equipped to create a solid foundation of documentation that enhances project coordination, communication, and overall success.

Project Controls Professional:

In our PMISystems Training program, the Project Controls Professional plays a vital role in collaborating with the scheduler, whether they are from the client's team or provided by Bear3 Consultants. This collaborative approach ensures seamless integration of scheduling services and documentation practices, regardless of the team responsible for managing the schedule.

If the scheduler is from the client's team, the Project Controls Professional will work closely with them to provide expert guidance on optimizing project scheduling and documentation practices. They will review the schedule's integrity, analyze critical path activities, and suggest adjustments to align the schedule with industry best practices. Additionally, they will help the client's scheduler effectively document impacts and implement change management procedures within the schedule.

On the other hand, if the scheduler is part of Bear3 Consultants, the Project Controls Professional will continue to collaborate with them, offering their expertise to further enhance the schedule's efficiency and accuracy. They will ensure that the scheduling services provided under our umbrella are aligned with the highest industry standards and best practices. This collaborative effort will result in a comprehensive and well-documented schedule that supports project success and risk management.

Whether the scheduling services are provided by the client or Bear3 Consultants, the Project Controls Professional's presence in our PMISystems Training program ensures a unified and cohesive approach to project controls and documentation. They will guide the scheduler in optimizing resource and cost loading, preparing narratives and Time Impact Analyses (TIAs), and properly documenting impacts within the schedule.

By fostering collaboration and knowledge-sharing between the Project Controls Professional and the scheduler, our training program equips your project management team with the necessary tools and techniques to effectively use the PMIS to its fullest potential. This collaborative training approach ensures that all team members, regardless of their affiliation, can work cohesively to deliver successful projects, protect against claims, and achieve project objectives. At Bear3 Consultants, we are committed to empowering your team and maximizing the value of your PMIS investment through our comprehensive and specialized training services.

Light Backdrop


Allow us to present NANNIE, the remarkable Notable Analysis Navigator—an influential service poised to revolutionize your project documentation practices. NANNIE employs a robust three-step approach, meticulously designed to assess and optimize your project documentation, ensuring its utmost efficiency and efficacy. As part of the PMISystems training, NANNIE seamlessly integrates as the fourth pillar of your project management team.

As a standalone service, NANNIE offers expert analysis and valuable insights to ensure your project documentation is optimized for success and protected against potential claims. Whether you choose NANNIE as part of our PMISystems Training package or opt for the standalone service, you can rely on NANNIE's expertise to enhance your project documentation and pave the way for a successful project journey.

Training Process:
Enhancing Project Documentation and PMIS Utilization

Welcome to our comprehensive PMISystems Training program, where we focus on empowering your project management team to streamline project documentation and harness the full potential of your chosen PMIS platform. Our team of seasoned experts, consisting of a qualified Project Manager, Project Engineer, Superintendent, Cost Engineer, and Project Controls Professional, is dedicated to ensuring that your team can efficiently safeguard projects from potential claims and maximize the benefits of the PMIS platform.

Weeks 1 & 2:

Embark on a transformative journey in project management excellence through our comprehensive PMISystems Training program. Our training process commences with a virtual meeting that serves as a vital foundation for success. During this engaging session, both your esteemed team and ours come together for a small introduction. We encourage an open and candid discussion, providing a platform to share invaluable experiences, challenges, and lessons learned from past projects.

The exchange of knowledge and insights empowers us to gain a profound understanding of your team's unique needs and requirements. By actively listening to your project team members, we identify the pain points and areas that require special attention. This invaluable input becomes the cornerstone of our tailored training approach, ensuring that the guidance we provide aligns perfectly with your team's objectives and project demands.

Our goal is to create an atmosphere of collaboration and partnership, where the collective expertise of both teams converges to yield exceptional results. As we gather insights from your team's experiences, we combine them with our extensive industry knowledge and best practices. This synergy enables us to craft a training program that addresses specific pain points, optimizes your PMIS platform's utilization, and empowers your project management team to reach new heights of efficiency and success.

Through this initial virtual meeting, a strong and harmonious foundation is established, fostering a productive and enriching training experience. The training is not just about imparting knowledge but fostering a true partnership that paves the way for lasting project success and the mastery of PMIS systems to protect your projects against claims and ensure seamless project management operations. With our guidance and your dedication, your team will be equipped to embrace the challenges of the future and excel in the realm of project management excellence.

Analyze Current Practices:

At Bear3 Consultants, we leave no stone unturned in our commitment to enhancing your project management documentation practices. To lay the groundwork for our comprehensive PMISystems Training, our team of experts conducts a thorough analysis of your current documentation procedures, meticulously aligning them with project specifications and contract documents. This in-depth assessment serves as the cornerstone for the improvements we will introduce, empowering your team to achieve a higher level of efficiency and project success.

Our recommendations encompass a range of strategic enhancements, designed to optimize your documentation processes, and unlock the full potential of your PMIS platform:

Field Documents

In our in-depth training on Daily Reports, Meeting Minutes, and other Field Documents, we leave no stone unturned, ensuring your team masters the art of effective documentation. It goes beyond mere data entry; we strive for a higher level of clarity and context that sets your project documentation apart. Our expert team works closely with your project management staff, providing hands-on guidance and valuable insights on how to craft comprehensive and insightful Daily Reports and Meeting Minutes.

We emphasize the importance of answering the classic 6Ws (Who, What, When, Where, Why, and How) in your documentation. This foundational approach ensures that essential project details are captured accurately, leaving no room for ambiguity or confusion. However, we take it a step further by introducing the crucial 7th W - the "Why Not." Understanding the rationale behind decisions and actions is as important as knowing what happened. By highlighting the "Why Not," your project documentation gains depth and perspective, enabling stakeholders to comprehend the thought process behind critical decisions and how they align with project objectives.

Through our training, your team will learn how to be proactive in documenting key information, such as challenges, delays, and deviations from the original plan. By capturing these essential details in your Daily Reports and Meeting Minutes, your project documentation becomes a powerful resource for future reference and analysis. This wealth of information aids in dispute resolution, claim defense, and overall project transparency, instilling confidence in stakeholders and demonstrating your team's commitment to excellence in project management.

Moreover, our experts will provide practical tips on organizing and structuring your documentation for easy retrieval and analysis. We understand that well-organized and accessible documents are vital for quick decision-making and responding to any project-related inquiries effectively.

By the end of our training, your project management team will be equipped with the skills and know-how to create robust, informative, and well-documented reports and minutes. This elevated level of documentation not only enhances your project management capabilities but also serves as a valuable asset in protecting your projects against potential claims and disputes. With our focus on clarity, context, and industry best practices, your team will be ready to face any challenges with confidence and deliver successful project outcomes.

Smart IDs for Submittals: Our team introduces the concept of Smart IDs to your submittal plan, revolutionizing the way you track and manage project documents. With this approach, you gain a simplified and efficient system for monitoring submittals and procurement, ensuring nothing falls through the cracks. By employing Smart IDs, you enable the seamless summarization of processes from the PMISystem log, streamlining your submittal tracking and making procurement a breeze.

Proactive Risk Management with the Risk Register:

At Bear3 Consultants, we recognize the critical importance of anticipating and managing risks before they escalate into costly issues. Our comprehensive training on the Risk Register empowers your project management team to adopt a proactive stance in identifying, assessing, and mitigating potential risks.

We guide your team through the step-by-step implementation of a robust Risk Register tailored to your project's unique needs. This process begins with brainstorming sessions and collaborative discussions, where we encourage your team to think critically about all aspects of the project that could be vulnerable to risks. Our experienced professionals help identify both obvious and hidden risks, ensuring that no potential threat is overlooked.

Once the risks are identified, we assist your team in assessing the likelihood and potential impact of each risk event. We employ proven risk analysis techniques to prioritize risks based on their severity and the likelihood of occurrence. This prioritization allows your team to allocate resources efficiently and focus on addressing the most critical risks first.

Next, we work together to develop comprehensive action plans for each identified risk. These action plans outline the specific steps to be taken in response to each risk event. By having a well-defined plan in place, your team is better prepared to handle potential disruptions and minimize their impact on the project timeline and budget.

Throughout the training, we emphasize the importance of regular risk reviews and updates to the Risk Register. As the project progresses and new information becomes available, risks may evolve or new risks may arise. Keeping the Risk Register up-to-date ensures that your team remains vigilant and responsive to changing circumstances.

By incorporating the Risk Register into your project management practices, you gain a proactive approach to risk management. Instead of reacting to issues as they arise, your team is equipped to foresee potential challenges and take preemptive actions to mitigate them. This proactive stance empowers your project to stay on track, avoid costly delays, and safeguard against unforeseen complications.

With our guidance and expertise, your team will be well-prepared to navigate uncertainties and challenges with confidence, ensuring smooth project progress and successful project outcomes. The Risk Register becomes an invaluable tool in your project management arsenal, helping you build resilience, reduce uncertainty, and deliver projects with greater efficiency and confidence.

The Power of the Schedule of Values (SOV):

Bear3 Consultants recognizes the critical role that effective cost tracking and financial management play in the accomplishment of project goals. That's why our comprehensive training includes expert guidance in creating a robust Schedule of Values (SOV), a fundamental tool in your project's financial management arsenal and the basis for cost loading your project schedule.

A Schedule of Values (SOV) serves as a strategic tool that outlines the various components and work items within your project. Each of these items is assigned a monetary value, allowing for effective cost tracking and monitoring throughout the project lifecycle. Furthermore, the SOV establishes a clear link between the project's scope of work and its associated costs, facilitating transparent financial management.

It's worth highlighting that the Schedule of Values plays a pivotal role in the implementation of Smart IDs. These Smart IDs, which provide a unique identification for each element of work, are directly derived from the CSI (Construction Specifications Institute) subsections present in the SOV. The meticulous breakdown provided by the SOV, along with the utilization of CSI subsections, forms the basis for quick and efficient establishment of Smart IDs. This streamlined approach enhances the accessibility and retrieval of project data, offering a valuable resource for comprehensive project documentation.

Moreover, the SOV serves as the foundation for cost loading your project schedule. By aligning the monetary values from the SOV with the corresponding project activities, your schedule gains a comprehensive cost dimension. This integration enables you to track not only the timeline of activities but also the associated costs, ensuring a holistic view of project progress and financial health.

To maximize the benefits of Smart IDs, it's crucial to establish them early in the project. By doing so, the rest of the project team can seamlessly adopt and integrate these unique identifiers into their documentation and communication processes. This early establishment of Smart IDs streamlines the project's data organization and accessibility, fostering consistency and facilitating efficient information retrieval.

Our training program not only educates your team on the importance of SOV but also provides hands-on guidance in creating a comprehensive and accurate Schedule of Values. Through collaboration with our experts, you'll gain insights into how to accurately assign values to various project components, ensuring that your SOV serves as an effective cost management and financial tracking tool.

By incorporating SOV best practices into your project management approach, you equip your team with the skills to proactively manage project costs, allocate resources efficiently, and ensure financial transparency. At Bear3 Consultants, we are dedicated to ensuring that your projects are supported by robust financial management practices, setting the stage for successful project execution and client satisfaction.

The Schedule of Values serves as a structured breakdown of the project's total contract value into individual line items or work packages. Our team of experienced professionals collaborates with your project management team to create a detailed and accurate SOV that aligns with the scope of work and contract requirements.

By breaking down the project's cost into specific components, the SOV offers a clear and transparent overview of where project funds are allocated. This level of detail enables your team to monitor expenses closely, ensuring that funds are distributed appropriately and in line with the project's progress.

Through our training, we emphasize the importance of regularly updating the SOV to reflect actual progress and incurred costs accurately. As the project advances, the SOV evolves alongside it, providing real-time insights into budget performance and financial forecasting.

The SOV becomes a dynamic tool that not only aids in cost tracking but also empowers your team to make informed decisions. By understanding the distribution of project funds across different work packages, your team can prioritize critical activities, allocate resources effectively, and address potential cost overruns before they escalate.

Additionally, the SOV plays a crucial role in facilitating clear communication between project stakeholders, ensuring everyone is on the same page regarding project finances. Accurate and transparent financial reporting fosters trust and confidence among team members, clients, and other stakeholders, enhancing overall project collaboration and cohesion.

Our training equips your team with the knowledge and skills to maximize the potential of the Schedule of Values as a powerful financial management tool. You will gain the ability to monitor project expenses, track budget performance, and maintain financial stability throughout the project lifecycle.

By harnessing the power of the Schedule of Values, your project gains a solid foundation for cost control, financial forecasting, and overall project success. Our experts are committed to ensuring that your team is proficient in utilizing the SOV to its fullest potential, enabling you to execute projects with confidence, precision, and financial efficiency.

The Importance of Using CSI Specifications Sections and Subsections:

In our PMISystems Training, we emphasize the significance of leveraging the Construction Specifications Institute (CSI) MasterFormat to create a clear and comprehensive breakdown of project costs. The CSI MasterFormat is a standardized system that organizes construction information into specific sections and subsections, providing a structured framework for cost allocation and tracking.

By aligning your Schedule of Values (SOV) with the CSI MasterFormat, you achieve a standardized approach to categorizing project costs. Each section and subsection represent a distinct scope of work or work package, enabling a detailed and granular breakdown of project expenses.

Our training ensures that your team is proficient in utilizing CSI Specifications and seamlessly integrating them into your PMIS platform. This synergy between standardized cost breakdowns and advanced technology empowers your project management team to confidently navigate complex financial landscapes, optimize project expenses, and achieve successful project outcomes.

Schedule Development

Within our PMISystems Training, we recognize the paramount importance of a well-crafted project plan and schedule as the foundation for achieving project success. Our team of experts dedicates meticulous attention to detail while thoroughly reviewing your project documents, working hand-in-hand with the scheduler to ensure a comprehensive and well-structured plan.

It's essential to note that Bear3 Consultants offers separate full scheduling services, which can be availed independently. If you already have your own project schedule and baseline, rest assured that we will perform a thorough analysis and provide valuable suggestions to enhance the project's efficiency and effectiveness. Our focus is on fostering a collaborative and cooperative environment with your team, striving to enhance project outcomes rather than instigating conflicts with your existing schedulers.

By incorporating your existing project schedule and baseline, we can collectively work towards a seamless integration with our PMISystems Training. The collaborative effort allows us to optimize your project documentation and ensure that your project plan and schedule align with your objectives, leading to a more streamlined and successful project journey.

Work Breakdown Structure (WBS)

One of the key components of this process is the development of a Work Breakdown Structure (WBS). The WBS breaks down the project into manageable and logical components, creating a hierarchical framework that defines the scope of work in a detailed and organized manner. By organizing project tasks into specific WBS elements, your team gains better visibility and understanding of the project's scope and requirements.

The WBS serves as the foundation for effective project organization and resource allocation. With a clear and structured breakdown of tasks, your team can efficiently allocate resources, time, and budget to each element of the project. This level of granularity allows for precise planning and scheduling, leading to optimized project execution and better overall project control.

During the training, we guide your team on how to incorporate the WBS into your chosen PMIS platform. By integrating the WBS into the PMIS, your team gains a centralized and accessible platform to track project progress, monitor task dependencies, and identify critical paths.

Our training also ensures that your team is well-versed in utilizing industry best practices to develop realistic project schedules. By analyzing project data and considering various factors, such as resource availability, dependencies, and potential risks, your team can create schedules that align with project goals and objectives.

Calendars, Activity Codes, and Dictionaries: Essential Foundations for Early Schedule Development

In the early stages of schedule development, establishing accurate and comprehensive calendars, activity codes, and dictionaries forms the bedrock upon which your project's scheduling success is built. These tools provide the necessary framework to effectively structure your project schedule, allocate resources, and ensure smooth project execution. Let's delve into each of these components and their significance:


The foundation of your project's scheduling framework rests on the thoughtful setup of calendars. Before initiating the scheduling process, it's crucial to establish these calendars strategically, as rectifying them later can become challenging. We prioritize this step to ensure a smooth and accurate scheduling journey.

At Bear3 Consultants, we understand the paramount importance of calendar configuration. Our experts work closely with you to create calendars that align with your project's unique needs and constraints. Whether your project follows a standard 5-day work week, requires a specialized 6-day work week, or even necessitates a calendar accommodating 7-day weeks, we tailor our approach to fit your specific requirements.

Within our meticulous calendar setup, we also consider the intricacies of resource-specific and task-specific calendars. These distinctions allow us to create a comprehensive solution that reflects the nuances of your project.

Special considerations, such as holiday weekends, turnaround periods, or specific working hours, are integral parts of our calendar setup. We ensure that your schedule reflects not only the routine tasks but also the exceptional circumstances that may arise.

7-day calendars play a pivotal role in our approach. These calendars are utilized for general requirements, milestone tracking, submittals and approvals, as well as accommodating special conditions where a 7-day, non-holiday calendar is essential. This level of granularity ensures that every aspect of your project is accounted for in the scheduling process.

If you encounter challenges or complexities with existing calendar configurations, our team is well-equipped to guide you. Whether it involves refining an existing calendar or making necessary adjustments, we collaborate with you to ensure an optimized calendar system that seamlessly integrates with your chosen scheduling software.

Bear3 Consultants emphasizes the proactive setup of calendars to foster effective project scheduling. Our collaborative approach, combined with meticulous calendar design, lays the groundwork for an efficient and accurate scheduling process that contributes to the overall success of your project.

Activity Codes:

In the domain of project management, activity codes emerge as a vital instrument, lifting your project's organizational capabilities to new heights. These codes offer a systematic structure for categorizing and classifying project activities, fostering a holistic understanding that goes beyond simple categorization.

Bear3 Consultants recognizes the inherent potential of activity codes and seamlessly incorporates them into your project management approach. By assigning codes based on various criteria—encompassing project phases, disciplines, geographical locations, and more—your project documentation transforms into a navigational map that enhances clarity and coherence.

The strategic integration of activity codes enhances your analytical abilities, enabling effortless sorting, filtering, and comprehensive analysis of activities. This precision-oriented approach empowers targeted evaluations and robust reporting, illuminating specific facets of your project's evolution and performance.

An outstanding advantage of activity codes lies in their capacity to streamline communication across your project team. These codes establish a common language for discussing and addressing specific clusters of activities, fostering collaboration, and ensuring a shared comprehension of project dynamics.

One of the most noteworthy aspects of activity codes is their impressive flexibility, surpassing conventional Work Breakdown Structure (WBS) codes. This adaptability empowers you to fluidly group, sort, and filter activities in harmony with your project's evolving demands. This agility strengthens reporting accuracy and makes your project management approach more adaptable.

An added layer of benefit arises from the fact that activity codes facilitate multiple levels of detail within your project's presentation. They enable the creation of a collapsible hierarchy, allowing seamless transition from an intricately detailed Level IV schedule to a more concise summary, such as Level I or Level II. This dynamic presentation is achieved through filtering and grouping, eliminating the need for separate schedules for different levels of detail. Consequently, executive summaries and comprehensive analyses can be derived from a single, flexible schedule.

At Bear3 Consultants, our commitment to harnessing the potential of activity codes is unwavering. We empower your project documentation with a robust organizational framework, seamlessly integrating categorization and communication to steer your project toward unparalleled success.


In the dynamic landscape of project management, libraries emerge as cornerstones of standardization and precision in your project schedule. Often referred to as resource catalogs, these libraries encompass a diverse range of categories, each playing a distinctive role in streamlining your project's terminology, resources, and materials.

Bear3 Consultants recognizes the paramount importance of these libraries and seamlessly integrates them into your project management journey. Our experts guide you in developing comprehensive libraries tailored to specific project facets. These include Activity Libraries, Project Libraries, Code Libraries, Resource Libraries, and Cost Libraries.

The meticulous cultivation of these libraries serves as a foundation for consistency across activities, resources, and data. By centralizing essential terminology, codes, resource names, and cost information, these libraries mitigate confusion and reduce errors, fostering an environment of precision and clarity.

The deployment of specialized libraries resonates through every aspect of your project, instilling a shared language and a unified understanding among team members. With standardized terminology and resource names, the risk of misinterpretation and miscommunication is drastically curtailed, culminating in enhanced collaboration and smoother project execution.

Creating and populating these libraries may demand a considerable investment of time, but the dividends reaped are substantial. The Activity Library facilitates the organization of various tasks and subtasks, while the Project Library forms a repository for project-specific information. The Code Library acts as a nexus for categorizing activities, and the Resource Library centralizes resource names and attributes. Meanwhile, the Cost Library provides an organized repository for cost-related data, further bolstering your project's efficiency.

It is vital to consider that these libraries should be configured with the future in mind, allowing for data export to external software formats like Excel. Certain scheduling software may not retain the "name of the code" during data export, often presenting abbreviated codes due to dictionary limitations. Bear3 Consultants takes into account these nuances, ensuring that your libraries are structured to maintain their integrity and coherence even when interacting with external software, safeguarding the accuracy and reliability of your project documentation.

With our expert guidance, you can harness the potential of these libraries to fortify your project's structure, coherence, and efficiency, ensuring a journey marked by precision, collaboration, and success.

Navigating Resource Constraints Amidst Spatial Challenges:

In the dynamic landscape of project management, the practical reality of space constraints often presents itself, particularly within the domains of construction and infrastructure development. These resource limitations can manifest in various forms, ranging from restricted workspaces and equipment scarcity to concurrent projects sharing the same locale. The impact of these constraints on activity sequencing and resource allocation underscores the importance of a strategic approach to their management.

Bear3 Consultants is attuned to the significance of these limitations and integrates a specialized framework into your project's journey. These constraints might emerge as a result of spatial confines, equipment scarcities, or the coexistence of multiple projects in close proximity. Recognizing their potential to shape project dynamics, addressing these constraints becomes an essential step toward optimizing resource utilization.

Within the context of your project's schedule, the implications of resource constraints are substantial. The arrangement of tasks demands careful consideration, aiming to maximize the use of available resources while minimizing potential clashes. This process requires a well-choreographed approach that artfully maneuvers around these limitations, ensuring that project activities harmonize effectively despite spatial restrictions.

However, these challenges often extend beyond mere workspace restrictions. Factors like the necessity for an on-site concrete batch plant due to considerable distance from established concrete sources further compound the intricacies. The demands of a bustling construction site may also call for intricate logistical arrangements, all while managing the constraints imposed by external factors such as weather, local regulations, and the dynamic nature of the job site environment.

Bear3 Consultants facilitates a comprehensive understanding of these constraints and collaborates with your team to develop innovative solutions that mitigate their impact. Our holistic approach seeks to align the unique constraints of your project site with your overarching objectives, resulting in a schedule that orchestrates resources, tasks, and timelines with seamless coordination.

Through meticulous planning, thoughtful scheduling, and strategic allocation of resources, your project can transcend the boundaries set by physical space limitations and thrive within the context it operates. With Bear3 Consultants by your side, you're empowered to adeptly navigate these challenges, ensuring your project remains steadfast on its journey toward triumph.

Laying the Cornerstones of Project Excellence:

In the initiation of your project schedule development journey, the integration of foundational components becomes a pivotal step in constructing a sturdy framework for success. A key facet is the harmonious alignment of precisely calibrated calendars, thoughtfully structured activity codes, and comprehensive dictionaries. This assembly establishes the cornerstone of scheduling accuracy, fostering effective communication, and facilitating the smooth progression of your project. Simultaneously, addressing, and surmounting constraints arising from confined physical space enhances your project's flexibility and precludes potential bottlenecks. A holistic approach ensures that your meticulously crafted coding libraries, which find their origins within the schedule, seamlessly extend into the PMIS platform. This integration establishes a seamless connection between these essential tools. Through this amalgamation of critical elements, your project embarks on a trajectory firmly aimed at success.

Bear3 Consultants recognizes the paramount role that these foundational pillars play in laying the groundwork for dependable and high-performing project schedules. Leveraging our proficiency in schedule development, we stand prepared to guide you through the intricate process of configuring calendars, shaping activity codes, and crafting dictionaries that harmonize seamlessly with your project's distinct requisites. By meticulously executing these initial steps, your project gains a trajectory marked by precise execution and efficient resource allocation.

Yet, these strategic elements do more than merely reinforce your project's structural integrity; they fortify it to overcome the challenges posed by real-world implementation. By collaborating with Bear3 Consultants, you're not only benefiting from our expertise but also embracing a holistic approach that ensures your project's trajectory is characterized by accuracy, efficiency, and successful realization.

Moreover, the coding library integrated into the schedule, featuring essential activity codes like Type of Activity, Stage, Elevation and/or Level, and Substage, in conjunction with CSI spec section, division, and responsible party, establishes a seamless bridge between the schedule and various project documents. These codes seamlessly extend into RFIs, Change Requests, inspection requests, and other forms, enhancing the details of the schedule and directly embedding them into the created documents. This integration augments accuracy, consistency, and information sharing throughout the project, propelling it towards successful outcomes.

Risk & Delays

Moreover, the development of a robust project plan and schedule serves as a cornerstone for effective risk identification and mitigation, empowering your team to be proactive in addressing potential threats to the project's success. Through a comprehensive risk assessment, your team gains a clear understanding of both internal and external factors that could impact the project.

By identifying these potential risks early in the planning process, your team can devise proactive strategies to mitigate their impact. This proactive approach ensures that your project is better prepared to handle unforeseen challenges, reducing the likelihood of costly delays and disruptions.

A thorough project schedule also aids in risk mitigation by providing the foundation for contingency planning. With a well-structured schedule that accounts for critical dependencies and milestones, your team can identify areas of the project that are particularly susceptible to risks. By developing contingency plans and alternate paths for these critical stages, your team can swiftly respond to unexpected events and keep the project on track.

Additionally, a detailed project plan allows your team to allocate resources strategically, further reducing risks associated with resource shortages or mismanagement. By ensuring that the right resources are available at the right time, your team can maintain project momentum and minimize delays caused by resource constraints.

At Bear3 Consultants, we emphasize the importance of risk identification and mitigation as an integral part of our PMISystems Training. Our team of experts collaborates with yours to thoroughly analyze potential risks specific to your project, considering factors such as project complexity, regulatory requirements, and external influences. With our proactive risk assessment approach, your team gains the confidence to address potential challenges head-on and steer the project toward success.

By incorporating risk identification and mitigation into your project plan and schedule, you equip your team with a powerful toolset to navigate uncertainties and unforeseen obstacles. With our collaborative approach and emphasis on risk management, your team will be better prepared to overcome challenges and achieve project objectives efficiently and with reduced exposure to risks.

Through our PMISystems Training, your project management team gains the knowledge and skills needed to craft a solid project plan and schedule. By incorporating the WBS and best scheduling practices into your PMIS platform, your team is equipped to handle complex project scenarios, optimize project execution, and achieve successful project outcomes.

Summary for Weeks 1 and 2:

Over the span of the initial two weeks of our PMISystems Training, we embark on a transformative journey that forms the bedrock of your project management excellence. These foundational weeks are designed to set the stage for the upcoming sessions, equipping your team with vital skills and insights that will be honed throughout the training process.

Throughout these immersive weeks, we remotely guide you through the intricacies of elevating your project documentation practices to new heights. This proactive engagement shapes the trajectory of the weeks to follow, providing you with essential tools and techniques to fully unlock the potential of your PMIS platform.

In this remote collaboration, we artfully weave the art of crafting precise Daily Reports, Meeting Minutes, and a range of other field documents that seamlessly address the 6Ws alongside the pivotal 7th W. By the end of this phase, your documentation evolves into a robust resource poised for future analyses and informed decision-making.

Additionally, the strategic implementation of a comprehensive Risk Register takes center stage during these weeks, empowering your team with the foresight to identify, assess, and deftly mitigate potential risks. This proactive approach ensures project progression remains fluid while minimizing any unwelcome disruptions.

Central to this transformative journey is the creation of a dynamic Schedule of Values (SOV), intricately aligned with CSI specifications sections and subsections. This SOV not only becomes a beacon for meticulous cost tracking but also serves as a guide for prudent financial management, enabling confident budget forecasts.

Embedded within the core of this process is the meticulous construction of a solid project plan and schedule, meticulously assembled through the prism of a finely tuned Work Breakdown Structure (WBS). This strategic approach empowers your team to orchestrate projects with finesse, deftly navigating risks and charting courses toward resounding success.

Concluding these two weeks, your project management team emerges fortified and ready to begin building the foundations that will allow them to become adept at deftly maneuvering complexities, identifying risks, and executing projects with unmatched precision. As we advance, the foundations laid during these weeks will be skillfully refined, cementing a formidable base upon which to build your mastery.

Furthermore, to ensure seamless transitions and robust preparation, a wealth of informative material will be shared with your project team at the outset. This pre-engagement material offers the opportunity for your team members to familiarize themselves with essential concepts, practices, and methodologies before our scheduled on-site sessions begin in Week 3. This proactive approach ensures that your team enters the training process well-prepared, allowing them to fully maximize the value of the training and immediately apply their newfound knowledge.

Week 3 – On-Site Intensive (Tuesday to Thursday):

Embark on a dynamic three-day on-site training adventure spanning from Tuesday to Thursday. This immersive experience combines group sessions and personalized one-on-one training in a spacious conference room, thoughtfully arranged by your team. To fuel your focus, we've arranged for catered meals & refreshments, ensuring your undivided attention to the training content.

For these pivotal days, your Project Management Team's engagement is paramount. While we understand that the unexpected can occur, our collaborative team approach is designed to assist you promptly with recommendations rooted in our own experiences. This assistance ensures that the site visit remains both productive and enlightening.

Bear3 Consultants shares your preference for an on-site conference room. We firmly believe in providing training in an environment that aligns with your project's unique atmosphere. However, in cases where space might be limited, we've devised a hybrid approach that blends a rented conference room with on-site immersion. This approach ensures an uninterrupted, immersive manner of training sessions, allowing for effective knowledge transfer and skill enhancement.

Through this comprehensive engagement, your project documentation will not only flourish but also empower your team with profound insights to enhance project execution and nurture effective collaboration.

When your Project Schedule is already in place, our approach is tailored to be as non-disruptive as possible. Instead of starting the project planning process from scratch, we shift our focus to conducting a thorough analysis of your existing schedule. Our skilled team will carefully examine each aspect of the schedule, breaking down its components and evaluating its alignment with industry best practices and the stipulations outlined in your contract documents.

Following this comprehensive evaluation, we will provide you with a personalized set of recommendations designed to enhance the schedule's effectiveness and accuracy. Our aim is not to tear down the work you've already done, but rather to elevate it by incorporating our insights and expertise. Through this collaborative effort, we ensure that your existing project schedule evolves into a stronger and more refined tool, poised to steer your project towards even greater success.

Day 1: Tuesday - Forging Connections and Understanding (Start of the Site Visit): Meet & Greet

Our transformative journey commences on Tuesday with a casual yet enlightening meet and greet, all while indulging in a light breakfast spread. This laid-back setting provides the perfect backdrop for meaningful conversations between our teams. As we embark on these pivotal days together, it's our aim to bridge any gaps and cultivate an atmosphere of comfort and collaboration.

It's essential that your team feels at ease and understood. We're not here to disrupt or dismantle the practices that have guided their processes for years. Our mission is to join forces and enhance your team's exceptional expertise with the best practices in document management.

Through these candid dialogues, we'll emphasize our collaborative spirit, assuring you that our partnership is built on shared growth and triumph. We're here to complement, not replace, your team's endeavors. By exchanging insights, knowledge, and viewpoints, we envision a transformation that harnesses the strengths of both teams, propelling your project documentation practices to unprecedented heights.

Project Site Walk

Following the congenial meet and greet, the program proceeds with an extended walk through the project site. This immersive experience offers an invaluable opportunity for both teams to engage in insightful discussions about various project facets and the indispensable documentation required for meticulous schedule analysis in the event of project delays.

Amidst the backdrop of the job site, the spotlight will particularly shine on the Daily Report submitted by the Superintendent and their team. As the collaborative contingent traverses the site, it becomes evident that the onus of proficiently documenting site occurrences rests on the shoulders of all team members. This shared responsibility underscores the crucial significance of detailed documentation, akin to the paramount importance of safety practices. It's a collective endeavor where each participant actively contributes to the construction of a comprehensive and accurate narrative of the project's daily progress.

Amidst this collaborative exploration of the project site, a revelation dawns: the Daily Report isn't merely a log; it's a dynamic instrument that can be elevated to new heights. Our seasoned guide, the scheduling analyst, unveils an innovative approach to enhance the daily reporting process. Enter schedule ID numbers, a trail of chronology that marks each activity's inception and culmination. This straightforward addition transforms the Daily Report into a roadmap, an essential ingredient in the forensic analysis toolkit.

But there's more to the recipe for meticulous documentation. The superintendent, a crucial steward of the Daily Report, discovers the transformative influence of capturing the essence of "why not." By embracing the rationale behind what didn't happen, a new layer of clarity unfolds. Delays, deviations, and unforeseen events are imbued with their narrative, offering a panoramic view of the project's intricacies. This narrative, seamlessly woven into the Daily Report and coupled with schedule ID numbers, paves the way for a comprehensive understanding of the project's ebb and flow.

In the same vein, a focused spotlight is cast on the imperative of pinpointing locations. Envision this: while one area of work gracefully progresses as scheduled, another adjoining sector, part of the same activity, encounters unforeseen hurdles. This divergent trajectory underscores the importance of mapping each development with precision. The superintendent's observations, fortified by location-specific details, serve as signposts of progress, challenges, and triumphs. It's akin to a tapestry where threads of information, intricately tied to specific locations, weave together a comprehensive story of the project's unfolding narrative. When equipped with schedule ID numbers, these narratives metamorphose into navigational aids for forensic analysis.

As this innovative approach takes root, the Daily Report undergoes a transformation, becoming a narrative that delves beyond mere occurrences to explore the reasons behind events and their specific locations. The superintendent's first-hand observations, now augmented by schedule ID numbers, contextual insights, and geographical accuracy, take on a newfound significance. These elements become pivotal landmarks within the report, guiding the way through the intricacies of project events. In this evolution, the report sheds its status as a mere record and emerges as a dynamic and proactive tool, adept at navigating the complexities of project dynamics.

This shift not only elevates day-to-day operations but also positions the documentation for a formidable role in future analysis. Whether to validate claims, enhance processes, or fortify the project's foundation, this evolved Daily Report serves as a robust reference point. It holds the potential to catalyze discussions, stimulate insights, and empower your project management team.

As the site visit progresses, the insights garnered from these discussions find resonance in the subsequent sessions. The group reconvenes at the project offices, where catered lunches facilitate both nourishment and productive conversations. This collaborative environment becomes the crucible for cultivating an enhanced understanding of the intricacies discussed during the site visit. As ideas flow and experiences are shared, the groundwork is laid for further exploration and refinement, propelling your project towards even greater excellence.

Afternoon Training

The afternoon session will be divided into focused teams, comprising Project Managers, Project Engineers, schedulers, and superintendents, each embarking on tailored training to enhance their skills and efficiency:

Project Managers:

In this immersive session, we venture into the heart of a critical process that has the potential to redefine how your project's data is harnessed and managed. We're not just talking about a cursory overview of dashboards and task assignments – we're delving deep into the practical application, where theory transforms into tangible action, and software functionalities metamorphose into tools of project mastery.

Before we dive into the practical intricacies, let's take a moment to appreciate that you've already received training on these vital components from your software provider. You've learned about the potential of dashboards – those visual canvases that paint a panoramic picture of your project's progress, performance, and pitfalls. You've been acquainted with the art of task delegation – the technique of seamlessly distributing responsibilities across your team's capable shoulders. But now, it's time to transition from theory to practice, from being introduced to being immersed.

As a Project Manager, you're the orchestra conductor, and the PMIS software is your baton. You're not just managing a project; you're orchestrating its success. And success, in the dynamic landscape of project management, thrives on informed decisions and strategic allocations. Enter dashboards – these visual command centers distill complex project data into comprehensible insights. But here's the twist – these dashboards aren't just templates handed to you; they're creations that you sculpt according to your project's unique nuances.

It's time for the project managers to step into the driver's seat and craft their personalized dashboards that encapsulate precisely what's crucial for swift comprehension. These visual canvases evolve into your very own universe of insights – a realm where vital markers, progress highlights, and warning signals materialize, all within the confines of a single screen. While you've had an introduction to this process, this is the moment to truly take the reins and harness this tool to its fullest potential.

Yet, dashboards on their own are just the beginning; they are complemented by the art of task assignments. Effective task delegation is far more than a simple distribution of responsibilities – it imparts each team member with a profound comprehension of their pivotal role within the project's symphony. This is the point where the PMIS platform takes the stage as your conductor's baton, orchestrating harmony and fostering unwavering accountability.

Each assignment, each task, is a thread intricately woven into the fabric of the project's story. It forms a fragment of a larger narrative, a vital component within the machinery of project advancement. Through the utilization of the platform's features, you're not just assigning tasks; you're infusing a sense of ownership into every task. You're ensuring that the fulfillment of each task isn't merely a tick off the checklist, but an essential contribution to the masterpiece that is the project's realization.

This session isn't just about software application; it's about wielding technology to master project dynamics. It's about crafting dashboards that aren't just pretty visuals, but potent decision-making aids. It's about assignments that aren't just task distributions, but pillars of accountability. By bridging the gap between training and practice, you're embarking on a journey of project management finesse that promises to redefine how your project's narrative unfolds.

Project Engineers:

Widely acknowledged as the heartbeat of any project, Project Engineers hold a fundamental position in the reality of document management. This session will shine a spotlight on the meticulous setup of Smart IDs tailored specifically for submittals. Additionally, it will delve into the creation of code libraries that encompass essential schedule codes, encompassing vital attributes like Type, Area, Stage, Elevation and/or Level, Sub-Section, Responsible Party, CSI Section, Division, and even a Work Package identifier, should it be applicable.

Recognizing the paramount importance of initiating these elements at an early stage, prior to the inundation of documents, will be a focal point. This proactive approach ensures that the groundwork is well-laid for streamlined document management within the confines of the PMIS platform. During the training, participants will be immersed in the practical application of these codes within the documents they input into the system. This deliberate attention to specificity will pay dividends in the future, particularly when embarking on the search for documents linked to the unfolding of a substantial delay claim.

By taking the time to meticulously incorporate these codes into your document management practices now, you're effectively sowing the seeds for a more efficient and organized future. This strategic approach will undoubtedly yield significant time savings down the line, enabling you to swiftly navigate and extract relevant information during critical moments of project analysis and evaluation.

Within the intricate tapestry of project management, Project Engineers stand as the vigilant guardians of the documentation flow. As gatekeepers, they shoulder the responsibility of curating the information that both enters and exits, serving as the conduit between the project's internal workings and external stakeholders. This pivotal role demands an acute focus on precision and clarity, ensuring that the documents they handle are not only well-composed but also capable of answering the critical 7Ws – Who, What, When, Where, Why, How, and the crucial 7th W, Why Not.

In this context, Project Engineers are the veritable architects of communication. Their task extends beyond merely transmitting information; it involves crafting a narrative that captures the essence of project events, decisions, and outcomes. Through the lens of their expertise, they transform daily activities into comprehensive records that not only document progress but also provide a clear understanding of the underlying reasons and implications.

The proficiency of Project Engineers in this realm goes beyond their ability to document; it encompasses their aptitude to curate information that serves as a valuable resource for stakeholders, both within and outside the project team. This meticulous attention to detail ensures that every document, from a carefully selected sampling of RFIs to Meeting Minutes, is a wellspring of information that answers the 7Ws in a cogent and comprehensive manner. By seamlessly combining their technical acumen with effective communication skills, Project Engineers cement their position as the linchpin of effective information exchange, contributing significantly to the project's overall success.

To enhance this process, a sampling of these documents will undergo evaluation by the Nannie program. This advanced analysis tool ensures content accuracy, clarity, and alignment with best practices. This collaborative effort, merging human expertise with cutting-edge technology, guarantees that conveyed information is both comprehensive and refined to meet the highest standards of effectiveness and reliability.

The purpose behind this thorough analysis is to ensure document understandability and responsiveness to the essential 6Ws: Who, What, When, Where, Why, and How. By embracing this comprehensive approach, our aim is to ensure that documents not only provide precise and detailed insights but also adhere to the principles of effective composition and clarity, as discussed earlier. This multifaceted evaluation process, encompassing AI assessment, educational insight, and delay analysis expertise, highlights our commitment to producing documents that are as clear as they are informative.

Schedule Professionals:

Delving into the heart of schedule development, this session goes beyond the surface to ensure the quality and robustness of the schedule's foundations, libraries, and assigned codes. Recognizing that a strong foundation is essential for the entire project's stability, we explore each element with meticulous attention.

The creation of a solid foundation starts with the careful setup of calendars, activity codes, and dictionaries. Calendars, tailored to the project's unique circumstances, encompass work patterns, holidays, and non-working days. This precise calibration ensures that your schedule's timeline reflects real-world constraints accurately. Meanwhile, activity codes categorize project activities systematically, enhancing the ability to analyze progress based on various criteria. These codes go beyond mere categorization; they are the building blocks that allow for nuanced reporting and analysis.

The meticulous structuring of codes extends into the realm of coding libraries, which become instrumental in the project's success. These libraries, developed within the schedule and mirrored in the PMIS platform, provide a seamless and standardized approach to terminology, resources, and materials. Such consistency minimizes confusion and errors, fostering efficient communication and collaboration among team members.

Assigning codes to various project elements is more than a procedural step; it's an art form that requires precision and insight. Project Managers, Project Engineers, and other team members will learn to assign codes strategically, ensuring that every task, submittal, and document is accurately categorized. This assignment process goes hand-in-hand with understanding the project's overall structure and objectives. Just like a conductor uses a baton to guide an orchestra, the project's success is directed by the orchestration of these codes.

Furthermore, understanding that each code assigned carries a narrative of its own is vital. Each code, whether it's indicating a type of activity, stage, elevation, or responsible party, contributes to the overall story of the project. These codes serve as the thread that weaves together the intricate tapestry of the project's development, allowing for a clear understanding of progress, risks, and achievements.

In sum, this session underscores the importance of a meticulously crafted foundation for your project schedule. By meticulously setting up calendars, creating a network of sophisticated codes, and aligning these structures with project objectives, you are laying the groundwork for a project that not only progresses smoothly but can also be understood, analyzed, and effectively managed at every stage.


In the dedicated session for superintendents, the spotlight is cast on the art of skillful delegation when it comes to documentation responsibilities within the team. This session is designed to empower superintendents with strategies to optimize the process of assigning tasks to team members while ensuring that the schedule takes a prominent place in daily operations. The objective is to facilitate efficient updates to activities without overburdening team members with excessive workload.

Building upon this foundational understanding, the next phase of the session delves into the practical aspect of integrating the schedule seamlessly into daily operations. The aim is to ensure that the schedule becomes a guiding tool that enhances communication and coordination among team members. This alignment not only streamlines operations but also contributes to accurate reporting and effective project management.

Following this insightful discussion, the session transitions into a hands-on on-site field walk. During this interactive phase, participants will be guided through effective photography and video techniques that capture detailed and pertinent information. These techniques are essential in documenting the progress, challenges, and milestones of the project accurately. By mastering these techniques, superintendents can significantly enrich the documentation process, providing valuable visual evidence for project analysis and future reference.

A noteworthy aspect of most PMIS platforms is the option for dictation in daily reports. In this session, participants will gain proficiency in utilizing this functionality, thereby simplifying the process of recording project activities and observations. The session will also introduce superintendents to simple yet impactful methods to enhance the quality and depth of their daily report entries, making them more comprehensive and informative.

Ultimately, this session serves as a comprehensive guide for superintendents to harness the power of the project schedule and documentation tools. By optimizing delegation processes, integrating the schedule seamlessly into daily activities, and mastering effective documentation techniques, superintendents contribute significantly to the project's success.

Wrap Up Discussions

This focused and comprehensive afternoon training session serves as a pivotal platform for a synchronized elevation in skill sets, enhancing the capabilities of every team member and nurturing an environment of collaboration and efficiency within the project. By equipping each participant with specialized insights and practical know-how, this training paves the way for an empowered and adept project team.

As the session draws to a close, participants will come together in a collective gathering. This hour-long discussion provides a valuable opportunity to reflect on the lessons learned throughout the day's training. Team members will engage in fruitful discussions on how the newly acquired knowledge and skills will be instrumental in driving the project forward. These discussions encourage a cohesive understanding of the immediate and future applications of the training, fostering a sense of unity and shared purpose among the team.

As the curtains fall on the second day of this immersive training experience, the project team is poised to capitalize on the collective expertise gained. The training's impact is not only evident in the enhanced individual skill sets but also in the collaborative synergy that permeates the team. With newfound insights and a unified vision for leveraging the training's benefits, the team is well-prepared to embrace the challenges and opportunities that lie ahead in the project's journey.

Day 2: Wednesday – Pull Planning

In cases where a project schedule is already completed, Day 2 of our extensive PMISystems training features a slightly adjusted agenda. The day starts with a focused yet efficient Pull Planning Meeting, designed to serve as a comprehensive review of the existing schedule. During this session, Project Managers and Superintendents will lead the discussion, delving into the intricacies of project construction as derived from the schedule. This analysis aims to identify potential areas for enhancement. Following this dynamic meeting and a catered lunch, the day transitions into dedicated individual training sessions for team members. Throughout these sessions, participants will have their learning journey supported by catered breakfast, lunch, and refreshments, ensuring a holistic and productive training experience.

As the second day of our extensive PMISystems training commences, the atmosphere buzzes with energy and anticipation. The day begins with a sumptuous catered breakfast, providing participants with the nourishment they need for a day of immersive learning. Throughout the day, an array of snacks ensures that energy levels remain sustained, fostering an environment of focused engagement.

The spotlight then shifts to the highly interactive Pull Planning Meeting, a transformative event that bridges the gap between strategic planning and real-world execution. The conference room becomes a dynamic hub of activity, adorned with plans and specifications. Participants are drawn to the heart of the action, where ideas and collaboration flourish.

This transformative event bridges the gap between strategic planning and real-world execution. With project plans and blueprints spread across tables, the atmosphere crackles with energy and purpose. The room buzzes with the anticipation of team members coming together to shape the project's path forward.

Gathered around the drawings, team members meticulously scan for potential pitfalls and concerns, with project engineers diligently crafting RFIs for later review. This step ensures that any questions are not already addressed, thereby preventing the submission of RFIs that might otherwise burden the design team's workload.

The heart of the Pull Planning Meeting lies in its collaborative essence. The conference room is a melting pot of roles and responsibilities – Project Managers, Superintendents, scheduling professionals, and Project Engineers. Each brings their expertise to the table, forging a unified understanding of the project's intricacies.

In this setting, the conference room evolves into a haven of creativity. The discussions are not confined to static documents; they transcend into an exploration of possibilities. The network diagram becomes more than lines and cards; it becomes a roadmap to success, reflecting the collective intelligence at play.

The Pull Planning Meeting stands as a comprehensive blueprint for the project's nascent phase. Guided by schedulers and supported by project engineers, participants engage in placing index cards that symbolize work segments pivotal to the project's flow. This meticulous sequencing takes into account physical space, logistical arrangements, safety considerations, and necessary support for each work segment. Every facet of the contract scope and drawings is embraced.

Led by the scheduling professionals, the Pull Planning Meeting unfolds with careful orchestration. These professionals, armed with their deep understanding of project management principles and scheduling intricacies, steer the process. Their role is to facilitate collaboration, channeling the collective insights of the team into a coherent and actionable plan.

The focal point of the meeting is the creation of a network diagram, a visual representation of the project's activity sequence. Colored index cards and markers take center stage, enabling a dynamic illustration of tasks and their interconnections. This visual approach transforms the planning process into a tangible and interactive experience.

As discussions progress, the canvas of the conference room evolves into a visual narrative of interconnected tasks and activities. Colored index cards, each symbolizing a specific task, are strategically positioned on the canvas. These cards are interconnected, forming a network diagram that vividly illustrates task dependencies and critical paths.

Throughout the Pull Planning Meeting, the emphasis extends beyond task sequence to encompass resource allocation, safety protocols, and the integration of various project facets. This holistic approach ensures that the plan is not only comprehensive but also finely tuned for efficiency and success.

Project Engineers play a pivotal role during the meeting by providing critical information about the status of major material and equipment deliveries with long lead times. Their insights contribute to aligning the sequence with practical realities on the ground. Additionally, they actively engage in authoring Requests for Information (RFIs) during the meeting. These RFIs, which seek clarifications or address potential issues, will be collectively reviewed by the team at the end of the day before being submitted to the design team. This iterative process ensures that the project remains on track and potential challenges are proactively addressed.

As the Pull Planning Meeting reaches its crescendo, a sense of accomplishment pervades the room. The network diagram, adorned with colored index cards and markers, stands as a testament to the collective synergy and dedication to project triumph. The amalgamation of ideas and expertise has harmoniously orchestrated a comprehensive plan, a roadmap guiding the project from inception to fruition.

The day draws to a close with a gathering of team members, where reflections on the Pull Planning Meeting's lessons are shared. These discussions serve as a bridge between theoretical learning and practical application, enriching the training experience with real-world relevance.

With Day 2's conclusion, the journey through PMISystems training continues to unfold. The Pull Planning Meeting has not only deepened participants' understanding of project planning but has also forged a stronger sense of camaraderie among team members. As the day comes to an end, the echoes of collaborative planning resonate, promising a more unified and effective approach to project execution.

Day 3: Thursday – Best Practices

As we embark on Day 3 of our comprehensive PMISystems training, the morning will begin with a hearty catered breakfast, setting the stage for an engaging and interactive session. The beginning of the day will be a dedicated 2-hour question-and-answer period, providing participants with an opportunity to clarify doubts, discuss the content covered in the previous days, and delve deeper into the advantages of effective pull planning across all project types.

Within this segment, we will embark on a crucial exploration – the seamless alignment of documentation with the intricate web of schedule activities. This practice serves as more than just a superficial integration; rather, it forms the bedrock of clarity and efficiency in project management. It becomes particularly invaluable when charting the uncertain waters of future claims and disputes.

To delve deeper into this concept, we'll draw inspiration from the wisdom of Stephen R. Covey, a distinguished luminary in the realm of productivity and effectiveness. His insights into the art of prioritization will guide us as we examine the profound distinction between urgent and important tasks. This illuminating perspective unveils a powerful approach that transcends the frenetic pace of demanding situations. Through this lens, participants will discover how to channel their energies toward endeavors that align with the project's overarching goals.

Stephen R. Covey's insightful time management matrix, often depicted as a four-quadrant grid, offers a systematic approach to categorizing tasks based on their importance and urgency. This framework is designed to help individuals navigate their responsibilities more effectively by providing a clear way to prioritize tasks and make informed decisions about where to allocate their time and energy.

The matrix divides tasks into four distinct quadrants:


Stephen R. Covey's concept of categorizing tasks into the four quadrants of importance and urgency can be found in his renowned book "The 7 Habits of Highly Effective People," specifically in Chapter 3, titled "First Things First." The book was first published in 1989 by Free Press. Covey's model is a cornerstone of time management and productivity principles, widely recognized for its effective approach to task prioritization.

Quadrant I: Urgent and Important

This quadrant encompasses tasks that demand immediate attention and have a direct impact on achieving your goals or addressing critical issues. These are the pressing matters that require immediate action, such as urgent deadlines, crisis situations, and unforeseen problems. Managing tasks in this quadrant is essential, but constantly dwelling here can lead to stress and burnout if not balanced.

Quadrant II: Not Urgent but Important

Quadrant II tasks are vital for long-term success and goal achievement. These activities are significant but do not demand immediate attention. They include strategic planning, relationship-building, skill development, and proactive problem-solving. Investing time in this quadrant can significantly reduce the number of tasks that fall into Quadrant I, preventing constant firefighting and promoting long-term growth.

Quadrant III: Urgent but Not Important

In this quadrant, tasks appear to be urgent, but they lack true importance in the grand scheme of your goals and priorities. These often involve interruptions, unnecessary meetings, or tasks that others push onto you. While it's important not to ignore tasks in this quadrant completely, minimizing their impact allows more time for Quadrant II activities that drive meaningful progress.

Quadrant IV: Not Urgent and Not Important

Tasks in this quadrant are neither urgent nor important for your goals. They usually include timewasters, distractions, and activities that provide little value. Engaging in activities in this quadrant should be minimized to free up time for more productive endeavors.

The strength of Covey's matrix lies in its ability to guide individuals to make conscious decisions about where to invest their time and efforts. The goal is to gradually shift tasks from Quadrants I and III to Quadrants II and IV, focusing on tasks that align with long-term objectives while minimizing reactive and unproductive activities. By thoughtfully categorizing tasks and regularly reassessing their placement in the matrix, individuals can optimize their time management, increase productivity, and lead a more balanced and purpose-driven life.

By embracing this methodology, attendees will not merely manage their daily obligations but will elevate their overall organization and productivity. This transformative perspective ensures that the minutiae of day-to-day challenges don't overshadow the pursuit of larger project objectives. The teachings of Covey underscore the importance of steering clear of the mere 'busywork' that often engulfs us and channeling efforts toward tasks that drive true progress. As the complexities of project management intertwine with the intricacies of documentation, this approach becomes an indispensable tool for maintaining focus, fostering collaboration, and maximizing project outcomes.

Key Documents

Within this session, we'll delve into the meticulous craft of assembling key project documents, a cornerstone of effective project communication. Among these vital documents are the daily reports, meeting minutes, and Requests for Information (RFIs) – the linchpins that enable seamless project coordination and informed decision-making. Our focus will be on refining the composition of these documents to a level of precision that leaves no room for ambiguity or oversight.

A pivotal element in this pursuit is the incorporation of the "6 Ws" – an indispensable framework encompassing Who, What, When, Where, Why, and How. By diligently addressing each of these facets, participants will be equipped to create documentation that tells a comprehensive and coherent narrative, leaving no question unanswered. We will navigate through real-world examples, showcasing how these "6 Ws" transform fragmented records into a comprehensive tapestry of project events.

Yet, we won't stop at the familiar "6 Ws." We'll venture into the often-underestimated territory of the "7th W" – Why Not. Delving into the rationale behind actions or decisions holds the key to a more profound understanding of project dynamics. This critical element empowers future readers of the documents to comprehend not only what occurred but also why certain avenues were not pursued. It is a lens that sharpens the perspective, providing insights into the thought processes that guided actions, as well as those that were sidestepped.

Appreciating the pivotal role that documentation plays, we'll pivot to the art of meticulous review and editing, even when documents may not fall directly under participants' immediate purview. By adopting this practice, we elevate the accuracy and reliability of the records, guarding against any inadvertent discrepancies that may arise in the hustle and bustle of project proceedings.

Meeting minutes, often serving as an official record of discussions and decisions, will be under the spotlight. Participants will be guided through the process of not only capturing discussions accurately but also refining the records to include critical details that might otherwise elude notice. This meticulous editing practice serves as a proactive step toward safeguarding the integrity of project records, ensuring that the minutiae of daily issues are preserved in their truest form.

Navigating the intricate realm of claims demands a meticulous approach where precision takes center stage. Within this intricate dance of legalities and project intricacies, the daily report emerges as a beacon of paramount importance. Positioned as the cornerstone of accurate project documentation, the daily report bears the responsibility of capturing the minutiae that paint the picture of impacts evolving into claims of delay. Its significance is underscored by its role as the primary document that chronicles the unfolding narrative of project disruptions.

Closely trailing behind the daily report in the hierarchy of claims documentation are the meeting minutes. These records, harnessed by other corroborating documents, contribute to the foundation upon which claims are built. They form a critical layer of insight, providing context, clarity, and a comprehensive overview of the interactions, decisions, and discussions that transpired throughout the project's lifecycle.

The weight of these documents within the claims process cannot be overstated. They serve as archival evidence that substantiates the sequence of events, the context of decisions, and the ripple effect of actions taken or not taken. In essence, they form the backbone of the claim's narrative, infusing it with the depth and substance needed to establish causality and impact.

As these documents bear such significant weight in the claims arena, their composition becomes a task of profound importance. The trifecta of accuracy, completeness, and clarity becomes the guiding mantra. Each sentence, each description, and each detail contribute to the mosaic of information that either supports or weakens a claim's foundation.

Precision in the language used is paramount. The careful choice of words can be the difference between a compelling case and a futile argument. Ambiguities, inaccuracies, or omissions can cast shadows of doubt over the claim's legitimacy, potentially jeopardizing its success.

Completeness is the ally of accuracy. Every detail matters, and nothing should be left to assumption or interpretation. A comprehensive account leaves no room for gaps or misinterpretations, ensuring that the claim's storyline is unbroken and unequivocal.

Clarity, the final pillar, serves as the bridge between comprehensibility and complexity. In the intricate world of construction and projects, where terminology and technicalities abound, the ability to convey concepts clearly to individuals outside the immediate project team becomes invaluable. This ensures that the essence of the claim is understood by stakeholders who might not possess the same level of technical expertise.

Through an in-depth exploration of these practices, participants will uncover the power of accurate and meticulously composed documentation. It's a skill that transcends the mundane task of record-keeping; it serves as a beacon for transparency, a repository of knowledge, and a reservoir of insights that shape the trajectory of projects. By mastering this craft, participants not only enhance their project management prowess but also contribute to a legacy of well-documented and smoothly executed endeavors.

In the world of claims and disputes, daily reports reign supreme as the most accurate account of evolving impacts leading to claims of delay. Followed closely is the weight of meeting minutes and other project documentation. We'll underscore the necessity for precision in writing these documents, employing complete sentences, and providing comprehensive details. Assignments for pre-field work requirements will be highlighted, as these can significantly impact on-site tasks.

Effective RFIs (Requests for Information) are integral to project clarity. We'll discuss how to craft RFIs that concisely present the issue, its project-wide implications, precise location, and a full scope of the 6 Ws. Suggested alternatives will also be a focal point, enhancing understanding for those reviewing the RFIs at the end of the session.

The significance of well-structured schedule narratives will also come to the fore. Collaboratively written, these narratives should encompass a superintendent's succinct summary of work performed and forthcoming expectations. Comprehensive reports furnished by the project controls team, reviewed and approved by the project manager, will replace superficial pass-throughs.

Updating schedules demands meticulous attention to detail. The inclusion of submittals, procurement activities, general requirements, and field impacts should all be meticulously recorded with start, finish, and interruption dates. We'll stress the importance of conveying information to the scheduler in a clear manner to avoid delays due to misunderstanding or incomplete data.

The submittal process, a crucial aspect of material and equipment management, will be thoroughly explored. Participants will learn how to create a comprehensive submittal schedule, complete with approval procedures and lead times. Utilizing smart IDs linked to CSI specification numbers within the PMIS software will offer real-time submittal status, preventing site clutter and installation delays. The upfront investment of time in setting up the PMIS platform with these details will pay dividends in operational efficiency as the project progresses.

With the culmination of the site visit and this enlightening session, participants will carry forward a wealth of practical insights, not only deepening their understanding of documentation and scheduling intricacies but also enhancing their capabilities in project execution. The morning's informative discussions seamlessly transition into the afternoon, accompanied by a catered lunch, and the day's activities gracefully conclude at 2:00.

Weeks 4 through 8:

Throughout Weeks 4 to 8 of our program, the multi-faceted Nannie initiative evolves further, incorporating the prowess of AI as one of its three integral components. This phase marks a critical turning point in the enhancement of Superintendents' documentation skills, as Nannie's collaborative approach gains momentum.

The triad of Nannie's components – AI, educator, and schedule impact analyst – works in harmony to elevate documentation practices. Nannie's AI-driven segment takes a central role in this stage, generating monthly progress reports that highlight the Superintendents' advancements and offer tailor-made suggestions for continued growth.

Nannie's AI component steps into the spotlight, delving deeper into the documentation landscape. It meticulously examines the daily reports, meeting minutes, RFIs, and updated schedule inputs. This sophisticated analysis bridges the gap between these documents and the evolving schedule activities. The goal is to ensure that the project's chronological story is accurately portrayed, with daily reports reflecting the actual progress, meeting minutes capturing impacts, RFIs illuminating areas of concern, and the schedule depicting the unfolding sequence.

The educator element of Nannie's triumvirate steps forward, evaluating the composition of the documentation. With a focus on sentence structure, composition, and readability suitable for a grade school level, this evaluation ensures that the reports remain accessible to a wide audience, promoting clarity and understanding.

Concurrently, the schedule impact analyst component takes charge, confirming the coherence between the documentation and the schedule updates. This meticulous process involves detailed comparisons to verify that project progress is effectively mirrored in the reports, potential issues are documented comprehensively, and the risk register is transparent and comprehensible.

As the weeks progress, Nannie's analysis frequency increases to a weekly cadence. This regular feedback mechanism becomes a cornerstone, providing real-time insights to guide Superintendents in their ongoing improvement journey.

In this intricate choreography of AI, expert evaluation, and practical application, Weeks 4 to 8 shine a light on Nannie's diverse facets. United by a common goal, this collaborative effort strengthens documentation practices, fostering a culture of precision, clarity, and constant growth. The journey continues, as Nannie's synergy with our dedicated Superintendents paves the way for elevated project execution.

Week 9: Wrap up and Lessons Learned:

As we step into Week 9, a significant juncture in our program arrives, punctuated by the on-site training and an additional five weeks of immersive engagement with NANNIE. This pivotal phase marks the culmination of the training journey, where the project team's learning and practical integration of newfound knowledge take center stage.

With the project site as their canvas and NANNIE as their guiding beacon, team members have had the opportunity to shape their documentation practices. The time has come to assess the impact of their collective efforts. To this end, the training team will undertake a comprehensive evaluation, meticulously scrutinizing how each participant has woven best practices into their daily habits and routines.

The culmination of these assessments will be a set of comprehensive reports, individually authored by each member of the training team. These reports will serve as snapshots, capturing the transformation that has transpired over the weeks. They will spotlight the strides taken by each participant in integrating our training's core principles into their project documentation processes.

In the spirit of unity and shared growth, the journey concludes with a final virtual meeting. This virtual gathering provides a platform for each participant to share their personal insights and reflections. They will have the opportunity to express their preferences regarding the training, highlighting the aspects that resonated most with them. Most importantly, they will delve into how this training has fundamentally shifted their perspective on daily project documentation.

This meeting is a celebration of achievements, a testament to the collective dedication of the project team in embracing change and adopting best practices. It's a moment to acknowledge the transformation, both at the individual level and within the broader team. It underscores the power of learning, collaboration, and practical application, and how these elements converge to elevate project execution.

In essence, Week 9 represents the crescendo of our journey together – a harmonious blend of learning, implementation, and reflection. The impact ripples beyond the confines of the training program, permeating the project's daily life with newfound clarity, precision, and effectiveness.



Our PMISystems Training process empowers your project management team with essential skills, from documenting daily activities to using the risk register to their advantage. We work with your chosen PMIS platform or help you find the right one for your project needs and budget. With this training, your team will efficiently organize documentation, optimize your PMIS platform, and protect your projects against potential claims, all while achieving successful project outcomes.

Risk Analysis

Cost Risk Assessment

Schedule Risk Assessment

Risk Modeling

Risk Response Planning

Cost & Scheduling Risk Management

Risk Training

Earned Value

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