Project Manager Resources
We update this page frequently to ensure you have access to the most recent versions of our materials. Links are added or updated regularly and will be italicized with "NEW" next to the title for your convenience.
Be sure to check back often to stay up-to-date with the latest resources!
FORMS & TOOLS
A
B
​
Baseline
Budget Meeting Prep Checklist
Budget Meeting Prep Checklist - MEP
Tables - Electrical
​
Billing for Stored Materials Request Email
​
Bluebeam
Contract Review Tool Kit Download
​
Budget Adjustment Details Report (Sample)
​
C
Certificate of Insurance (COI) 2025-2026
Closeout Documents Follow Up Email (Template)
Closeout Documents Letter (Template)
Competent Person Identification Form
Container Request Form and Guidelines
Coordination Request for Information Letter
​​
D
Daily Report Template
-located in Autodesk
Delay of Approved Submittal Email (Template)
Delay of Approved Submittal Letter
Dog House Order Form - Mechanical
Draw Summary Cover Sheet (Sample)
Duct Drop Order Form - Mechanical
​
E
Energization Procedure Checklist
-located in Autodesk
Engineering Kick Off Meeting Agenda
Evaluation and Training Request Form
​
F
Feeder Take-off Verification Form
Fieldwire Issues Report (Sample)
Final Lien Waiver - Conditional
Final Lien Waiver - Unconditional
Fire Alarm End User Acceptance
Follow Up Re-Submittal Email (Template)
Follow Up Submittal Email (Template)
Foreman Leveling Objectives Checklist
G
​
I
​Initial Walkthrough Checklist
Internal Purchase Order (IPO) Report (Sample)
J
Jobsite Safety Inspection Form
-located in Autodesk
​​​​​​
L
Labor Tracker Template & Sample
Lighting Control Kickoff Meeting Agenda
Lighting Control Pre-Rough Meeting Agenda
Lockout/Tagout Activity Logbook
Lockout/Tagout PDI Policy - Bilingual
-located in Autodesk
​
M
Master Material Purchase Order Agreement
Master Subcontract Agreement ​
​
Material Standards
​
Material Transfer Request Form
​
N
New Project Introduction (Email Template)
New Project Introduction (Org Chart Template)
Notice of Delay Letter (Email Version)
​​
O
Electrical One Line: Setup and Updating
​
OSHA
​
Organizational Chart (Template)
P
PDI Electrical Room Access Log in Sheet
PDI Submittal Footer – With Disclaimer
Performance Review Template - Field Employee
Performance Review Template - Foreman
Progress Billing Worksheet (Sample)
Project Budget Report (Sample)
Production Docs Set up in FW Checklist
Project Plan Meeting Agenda - Electrical
Project Plan Meeting Agenda - MEP
Proposed Change Order (PCO)
Purchase Order Requisition (POR) Form
​
Q
Quality Control Evaluation
R
Rectangular Takeoff Form - Mechanical
Request for Notice of Building Dry-In Letter
Request for PDI to Install Moisture Sensitive Material Before Building Dry-In Email
Request to Store Time Sensitive Material Letter
Re-submittal
Presentation Letter (Email Version)
Presentation Letter - NYC Projects Only (Email Version)
Section Coversheets (Template)
Section Coversheets - NYC Projects Only (Template)
Retainage Reduction Request Email (Template)
Retainage Reduction Request Letter (Template)
Return of Goods Authorization (RGA) Form
​
S
Safety Pre-Task Plan
-located in Autodesk
Scrap Metal Recycling Locations​
SOV Template
​
Spanish Conversation Take Home
​
Stored Material
​
Subcontract General Conditions (Sample)
Subcontractor Certificate of Insurance COI (Sample)
​
Submittal
Submittal and Material Procurement Log Template
Presentation Letter (Email Version)
Presentation Letter - NYC Projects Only (Email Version)
Table of Contents & Coversheets (Template)
Table of Contents & Coversheets - NYC Projects Only (Template)
​
Sunbelt Rentals 2020 Rate Guide​​​​​
T
Taking Ownership Checklist (PM) - Electrical
Taking Ownership Checklist (PM) - MEP
Temporary Power Safety Inspection Form
-located in Autodesk
Time and Material Form
-located in Autodesk
Tool/Temp Power Transfer Request Form
Torque & Meggar Report
-located in Forms in Fieldwire
​
U
Unistrut or Angle Hanger Form - Mechanical
-located in Autodesk
-located in Autodesk
-located in Autodesk
-located in Autodesk
​
V
VDC
Internal Kickoff Meeting Agenda
​
W
Warranty
Work Order Form ​
​
Work in Place Trackers
SCRIPTS
A
Accubid
​
​
Autodesk (ACC)
Creating Issues and Issue Reports in ACC
Electrical WIP Tracker Using Issues
Navigating, Uploading, and Comparing Sheets in ACC
B
Best Practices
Best Practices Shortcut "How to Guide" (Android)
Best Practices Shortcut "How to Guide" (Apple)
​
Bid Process Management (BPM)
​
Billing
Gathering Documents to Bill for Stored Materials
Generating the AR Aging Report in OBIEE
Monthly Billing Quick Reference Guide
SOV Guidelines Document (Including Mobilization Notes)
Textura Directions for Allocating Change Orders
Textura Directions for Monthly Billing
​
​
​Bluebeam
Adding Path To Power Chart in Bluebeam
Completing Take-Offs in Bluebeam
Contract Review Tool Kit Instructions
​
Budget Report
Monthly Budget Update Training Guide
Understanding the Project Budget Report
​
C
cBOM
Payables in the Hub (AP Holds)
​​​
​​Closeout
​Concur
Creating an Itinerary for Office Employee Travel
​
Contracts
​Coordination
Coordination QC Process (QC Apex)​​
​
​​​
D
Dropped Object Prevention Plan
​
E
​Egnyte
Web Browser Collaboration Basics
Energization Procedure Workflow
​
Energy
EV Charger Commissioning Guide​
​​
F
​
Field Resource Management (the Hub)
Labor Tab Script (FRM, Labor Plan, Labor Curve)​
​
​​
H
Hand and Foot Injury Prevention Policy
Hand and Foot Injury Prevention Policy - Spanish
​
I
Information to Record in Daily Reports
Insights
Accessing the Production Meeting Documents
​​
Insurance
Certificate of Insurance Renewal (COI)
Certificate of Insurance Renewal by Certificate Holder
Stored Materials Certificate of Insurance Renewal
​
Internal RFPs
​Invoices
Instruction for Clearing Invoice Exceptions
Payables in the Hub Script (AP Holds)
Viewing Invoices Using DocuClass
ITR SOV
J
Jobsite Safety Inspection Form Instructions
Jobsite Theft Protection Best Practices
​
K
Kojo​
Kojo Office Essentials Training Recording
Mastering Material Release with Kojo
​
​
L
Labor
Labor Buyout Process and RFP Tool
Labor Buyout Process Flowchart
Labor Tab (FRM, Labor Plan, Labor Curve)
​
Labor Look Ahead Tips & Tricks
M
Material Buyout Process Flowchart
​​
N
NECA Manual of Labor Units 2021-2022
​
O
​Openspace
Openspace Reference Guide & Best Practices
Openspace Standard Operating Procedure
Openspace Support Reference Guide
​
Oracle
Adding, Updating, and Deleting Project Team Members in Oracle
​
P
​
Power Design Resources
PDR and Ops - Roles and Responsibilities
PDR - RFP Guide for Operations
​​
​
Proposed Change Orders (PCOs)
Explaining Material and Labor Pricing
PCO 0 Process and Project Default
Working with the Change Order Team
​Procurement
Procurement Log in The Hub Script
Procurement Log in The Hub Video
​​
Production Meeting Document Guidelines
​
Purchase Orders (POs) & cBOM
Payables in the Hub Script (AP HOLDS)
Updating a PO in the Payables Tab - NEW!
​
Production Trackers
Production Trackers Resource (One Line, Homerun Tracker, Clear the Path, and WIP Trackers)
​​
Q
​
R​
​RFI Script
S
​
Access Instructions
​
Silica
Silica Exposure Control Plan - English & Spanish
-located in Autodesk
Silica Exposure Control Policy
Silica Exposure Control Policy - Spanish
Silica Safety Train the Trainer Guide
Silica Safety Train the Trainer Guide - Spanish
​
​
SOV Guidelines
SOV Guidelines Document (Including Mobilization Notes)
SOV Guidelines Document- Mechanical ​
​
​Submittals
Creating Submittals in Bluebeam
​
T​
Temporary Power Safety Inspection Instructions
Textura
​
Third Party Contracts
Third Party Contracts - PO Script
Third Party Subcontracts Resource
​
​
V​
VDC
​
​VPN
​
W
​
Work in Place Trackers