What is PM Web?

PMWeb is an integrated project management solution selected by the Danforth and Medical School facilities departments. The application will replace the existing Construction Accounting System (CAS). Goals include providing an automated platform for workflow management, accounting transactions, contractor bidding, communications with internal customers, as well as elimination of duplicate entry and manual processes. PMWeb is integrated with the Administrative Information System (AIS) and is available to key stakeholders to allow for real-time project reporting.

Access

How do I log in?

Washington University employee users

External/vendor users

What do I do if I forget my user name or password?

Washington University employee users

 External/vendor users

Support

Who do I contact if I need support?

Washington University employee users

External/vendor users

Training

Is training available for Washington University PMWeb users?

Training materials are available and include the Washington University PMWeb training manual; Washington University facilitated training powerpoint presentations; and Washington University facilitated training recordings.

Training materials can be found here.

Is training available for vendor users?

Vendors are invited to access PMWeb in order to enter bids and approve contracts in workflow.

Please refer to the vendor information tab for instructions on how to perform these functions.

Navigation

How do I navigate the PMWeb application?

PMWeb has multiple modules that combine planning, estimating, cost controls, document controls, scheduling, asset management and workflow into an easy-to-use program. Navigate to the appropriate module, then to the appropriate sub-module.

Core modules in use at Washington University are:

Planning

  • Planning
    • Initiatives
    • Planning Worksheet
  • Estimates
  • Procurement
    • Procurement
    • Online Bidding

Engineering Forms

Cost Management

  • Budgets
    • Budgets
    • Forecasts
    • Cost Worksheets
    • Budget Requests
  • Contracts
    • Master Commitments
    • Commitments
  • Change Management
    • Online Change Request
    • Commitment CO’s
  • Funding
    • Funding Records
  • Invoices
    • Miscellaneous Invoices
    • Progress Invoices
  • Payments
    • A/P Payments

Scheduling

  • Schedules

Asset Management

  • Assets
    • Locations
    • Buildings
    • Floors
  • Payment
    • A/P Payments

Workflow

  • Inbox

Portfolio

  • BI Reporting
  • PMWeb Reporting
  • PMWeb Word

Toolbox

  • Document Manager
  • Vendor Prequalification

Workflow

I submitted a record into workflow and now I can no longer edit it – why?

Once a record has entered workflow, the record is locked for editing by the user who submitted it. The only exception to this rule is if the record in workflow is returned to the submitter; then the submitter is able to edit and resubmit the record into workflow.

I received an PMWeb approval request via email. What do I need to do?

You received an approval notification because you have been added as an approver to a workflow process in PMWeb. The email notification contains a link to the record in PMWeb requiring approval. Click on the link, login to PMWeb, and review the record requiring approval. Complete your approval step and the record will move on to the next approver in the workflow.

If you need further assistance, you can access the training materials here.

What are the workflow action choices?

Approve = User approves the record

Return = User does not approve the record and wants to return the record for further clarification or modification.

DO NOT USE = N/A, radio button cannot be selected

Withdraw = This button can be selected by the user who submitted the record into to workflow to withdraw the record from workflow.

Final Approve = Only applicable if the user is the last step in workflow who has the rights to final approve the record based upon workflow settings

Delegate = Only applicable if user is acting as the “PMWeb approver” but has the rights to delegate to another person to review the document and provide their electronic approval. If a workflow step is delegated, the workflow will not return to the person who invoked delegation. By delegating your step in workflow you are relinquishing your approval authority to the delegate.