CPPRT & FAST. Training Guide

Transcription

1 CPPRT & FAST Training Guide

2 CapProSoft Our mission at Capital Projects Software, LLC is to develop web-based applications designed to meet the management, control and reporting needs of New York State school districts as they plan for and complete their capital projects. CapProSoft Capital Project Planning & Reporting Tool is invaluable for controlling your capital projects. The application is designed to track all project expenditures in the same manner that the State Education Department offi ces of Facilities Planning and State Aid require. In addition, by funneling all project information to the required SED forms including the Financial Revision form and the Final Building Project Report, CapProSoft gives you a clear picture of your project(s) at any stage. CapProSoft System Requirements Hardware IBM compatible Pentium IV or higher at 500 mghz with 32 mg ram Operating System Windows 2000 or higher Internet Connections T1 preferred or DSL minimum Internet Browser Microsoft Internet Explorer 6.02 or higher District Information Needed District Contact Information District Office Address List of all facilities with Addresses Phone numbers SED 4-digit facility control code Contact Information Business Official IT / Tech administrator 2

3 New Client Training Outline Overview of Web Portal Reports Web Address Login & Password Security Levels and access Tabs Announcements or District News Quick Launch Purpose of each report section How to open reports How to navigate in reports (toggle preview, how to enlarge views, etc.) How to Archive reports How to print reports Data Entry Enter District Facilities Using District s website: enter all facilities one by one Set up new project: Master Project Name (for grouping of projects) Create new project with Letter of Intent (how to Insert, Update and Delete record) Enter the Scope of Proposed Project form Enter the FP-F Enter a vendor (or several) into the vendor directory Vendor is tied to SED expense code; picklists are being created and expanded as more information is entered). Enter a contract Enter funding sources Voter Authorized Funds Flows to FP-FI Breakout for multiple projects under single Master Project Name Edit of this record General Funds Bonds BANS Contracts/Payments by %: Use to allocated % of contracts and payments to vendors on multiple projects within the same Master Project Name. Contracts and payments made here apply globally unlike those made to specific projects. 3

4 New Client Training Outline Enter a Payment: Payment Screen features Certified payroll Liens Split between New/Add and Alt/Recon Enter a Change Order Note all fields and reason for each Insurance: Enter the district requirements as found in project specifications or as listed by district insurance carrier Enter submitted insurance from selected vendor. Use quick launch to AM Best to check status and rating of insurer. Run insurance report. Procurement Policy Open and insert one policy. Run Change Order report to demonstrate flags. 4

5 Overview of Web Portal SED Forms & CapProSoft Reports Data Entry : CPPRT & FAST 5

6 Overview of Web Portal Customer assigned web address Login Id Password 6

7 Overview of Web Portal Web Portal Home Page Tabs for other pages Quick Launch (customizable) Help Desk contact number District News Upcoming Events District Projects 7

8 SED Forms & CapProSoft TM Reports Reports SED Forms CapProSoft Reports Archived Reports 8

9 SED Forms & CapProSoft TM Reports Viewing Reports Select Report Select Project View Report 9

10 SED Forms & CapProSoft TM Reports Using Reports Navigate in reports Page forward Page back Adjust view Toggle preview Printing Reports 10

11 Data Entry: CPPRT Data Entry Screen 11

12 Data Entry: CPPRT Enter District Facilities Building Name SED Control Number Address 12

13 Data Entry: CPPRT Master Project Name Project Letter of Intent 13

14 Data Entry: CPPRT Enter SED Form information Scope of Proposed Project Application for Examination and Specification Approval (FP-F) 14

15 Data Entry: CPPRT Vendor Directory Vendor Information SED Expense Code Project Assignment 15

16 Data Entry: CPPRT Contracts By SED Project Number 16

17 Data Entry: CPPRT Funding Sources Voter Authorized Funds (total for master project name) General Funds Bonds BANS 17

18 Data Entry: CPPRT Contracts and Payments by % over multiple projects within the same Master Project Name Setup Contracts Payments Contracts & Payments apply to all projects under Master Project Name 18

19 Data Entry: CPPRT Payments By Vendor Contract or non-contract Application for Payment Request Purchase Order Professional Services 19

20 Data Entry: CPPRT Change Orders Architect approval SEC Change Order Number District Approvals 20

21 Data Entry: CPPRT Final Building Project Report SED project review number Project Approval Date Certificate of substantial completion Authorizations 21

22 Data Entry: CPPRT FP-F Contract Assignments Enter date for General Contract Assign all contracts desired Synchronizes data on FP-FI and SA

23 Data Entry: FAST FAST Data Entry General Building Data Detail Building Data Comprehensive Building Assessment Building Condition Survey Instrument School Facility Report Card Historical Enrollment 23

24 Data Entry: FAST FAST Data Entry General Building Data 24

25 Data Entry: FAST FAST Data Entry Detail Building Data Create picklists for all facilities Floors & Levels Location Types Departments Equipment Type System Type Tags Units 25

26 Data Entry: FAST FAST Data Entry Comprehensive Building Assessment Enter detailed building assessment records Enter five year plan information 26

27 Data Entry: FAST FAST Data Entry Building Condition Survey Instrument Assess all information from Comprehensive Building Assessment Complete BCI Form 27

28 Data Entry: FAST FAST Data Entry School Facility Report Card Complete all information 28

29 Data Entry: FAST FAST Data Entry Historical Enrollment 29

30 Data Entry: FAST FAST Reports See pages 9 and 10 30