Wondering what status to pick or how to categorize a project or just what some terms mean? It's all here - take a look around!
Project Name
What you call the project internally, in a budget document, etc. Examples include: Chiller Replacement, Carpet for Apartment 712, Roof Replacement, etc.
Project State
Where the project is in the lifecycle. Users can select from the following 4 options:
- Proposed: A project that lacks formal approval to proceed, it has been proposed or will be proposed (you can add any and all projects even while you are still information gathering - Backpack is a great place to store RFP's, Proposals, final approvals, etc.)
- Planned: A project that is approved and has a planned start date. Normally this is a budgeted project or one that moved from Propose to Planned after approval to proceed.
- In Progress: A project that is underway but not yet complete
- Completed: A project that is fully complete. Users can define complete for their organization - some consider a project complete when the work is done, others wait until all paperwork is received, all payments made, etc.
Project Category
Projects can be assigned to one of four (4) categories. By categorizing a project
- HVAC: a project involving any part of the HVAC system - RTU's, Chillers, Air Handlers, controls, BAS upgrades, etc.
- Renovation: a project in a tenant or common space
- EV Charging: a project involving the installation or maintenance of car charging stations. This is a separate category because EV Charging stations can effect the Energy Star score!
Budget Cost
The budget cost will depend on the status of all projects initiated for your building. This could be one of the following: estimated cost, budgeted cost, actual cost.
- Estimated Cost: The forecasted cost prior to receiving a budgetary proposal.
- Budgeted Cost: The cost granted to the project based on research and resource allocation, often provided by a contractor through a budgetary or firm proposal.
- Actual Cost: The final cost once the projected has been completed.
Date
Every project will have both a planned and completed date. The status of project will determine which date should be entered here.