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[" "]
[]
[]
[null,"Download the \"TDOT PDN_SOW and Schedule Generator.xlsm”, “MS Project Schedule Template.mpp\", & "]
[null,"“TDOT PDN_Master Scope of Work.docx” files to either your desktop or your “My Documents” folder for ease of access."]
[]
[]
[]
[null,"    Open the “TDOT PDN_SOW and Schedule Generator.xlsm” file. "]
[null,"     A Security Warning will appear, select the “Enable Content” "]
[null,"     button (you may have to click on it twice) underneath the "]
[null,"     ribbon at the top of the excel file. If a pop-up window"]
[null,"     appears asking if this is a trusted file, select “Yes”."]
[]
[]
[]
[]
[null,"After downloading the file, an error message might appear noting a security risk for opening macros."]
[null,"The macros come from a trusted source. Do the follow these steps to make this a trusted file:"]
[]
[]
[null,null,null,"a. Navigate to the folder or location where you saved the file."]
[]
[]
[null,null,null,"b. Right-click the file and choose Properties from the context menu."]
[]
[null,null,null," "]
[null,null,null,"c. At the bottom of the General tab, select the Unblock checkbox and select OK."]
[]
[]
[null,null,null,"d. If you don't see the Unblock checkbox in properties, then open this link for"]
[null,null,null,"     more options: ",null,"Blocked Message"]
[]
[]
[]
[null,"Now the Generator is ready to begin the 2-step process for creating your PDN-specific Scope of Work and MS Project Schedule."]
[]
[]
[]
[null,"1. For STEP 1, enter the name of the team member (TDOT discipline, ",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[null,"     prime consultant, and all subconsultants) on the project."]
[]
[]
[null,null,null,"a. Once the form is complete, continue to STEP 2 by selecting the"]
[null,null,null,"      “Next” button at the upper right-hand corner of the screen."]
[]
[]
[]
[null,"2. In STEP 2, select the PDN activities you want to scope and schedule"]
[null,"     by clicking on the applicable checkboxes."]
[]
[]
[]
[null,null,null," a. Checkboxes may be selected either by clicking",null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[null,null,null,"    the i) “Use PDN Graphic to Select Activities” button"]
[null,null,null,"    and selecting the checkboxes on the graphic  "]
[null,null,null,"    or ii) selecting the PDN activities directly"]
[null,null,null,"    from the STEP 2 Activities Tab."]
[]
[]
[null,null,null,"b. A pop-up will appear, asking you to select the team",null,null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[null,null,null,"    member you would like to assign to that activity"]
[null,null,null,"    (Return to STEP 1 if you need to add a name to the list)."]
[null,null,null,"   "]
[null,null,null,"   Click on the “Done” button when complete."]
[null,null,null,"    (repeat for each PDN activity)."]
[]
[]
[]
[null,null,null,"c. Begin the export of your scope of work document, by selecting the “Export SOW” button in the"]
[null,null,null,"     upper-right corner of the screen."]
[]
[null,null,null,null,"A new dialog box will open. Navigate to the location"]
[null,null,null,null," where you saved the ““TDOT PDN_Master Scope of Work” "]
[null,null,null,null,"(e.g. \"My Documents\" folder or Desktop) to generate"]
[null,null,null,null,"a Scope of Work."]
[null,null,null,null,"Select the file and then click the \"OK\" button in the"]
[null,null,null,null,"lower left corner of the \"Select Scope Template File\" window."]
[]
[]
[null,null,null,"e. After a moment of opening a WORD document (which may take one to three minutes), another dialog"]
[null,null,null,"    box will appear requesting a \"Save As\" location for your new scope of services document. Enter in a "]
[null,null,null,"    \"File Name\" (e.g. I-55 Bridge Reconstruct SOW) in the \"Save As\" window."]
[]
[null,null,null,"    IMPORTANT: This document becomes the project-specific scope"]
[null,null,null,"    of work that when finalized is sent to the TDOT Project "]
[null,null,null,"    Manager for review."]
[]
[null,null,null,null,"i. After entering the file name, select the Save button in the"]
[null,null,null,null,"  lower left corner of the \"Save As\" window."]
[]
[null,null,null,null,"ii. The scope will begin to be customized based on what"]
[null,null,null,null,"    you selected. The SOW document will appear to be "]
[null,null,null,null,"    minimized until you click the file you just named."]
[]
[null,null,null,"    IMPORTANT: While the file is exporting it is critical that the file is "]
[null,null,null,"    NOT clicked on, as the tool will continue to export in the place you"]
[null,null,null,"    just clicked. This will cause the sections to not be in their proper order."]
[]
[null,null,null,"    IMPORTANT: For the building a project schedule, do the same"]
[null,null,null,"steps above when clicking on the \"export schedule\" button."]
[]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[null,"SOW Final Steps: After all selected activities have been exported successfully, return to the SOW document "]
[null,"to fill out the front end details for the project (e.g. project name, contact details, contract type) and further adjust any task details."]
[]
[null,"Save the export, before closing its Word window. "]
[]
[null,"The Scope of Work is now complete and is ready to be emailed to the TDOT Project Manager or uploaded for review. "]
[]
[null,"Project Schedule Final Steps: After all unselected activities and tasks have been deactivated, return to the MS Project "]
[null,"schedule file to add project details (e.g. project name, start date, and initial logic constraint). Review and adjust default logic "]
[null,"and durations from the template based on conversations with the project team. Consider deleting inactive tasks."]
[null,"Note: the draft schedule will likely not be finalized until the middle of Stage 2 or after. Save the export before closing its MPP window. "]
[null,"The draft project schedule is now created and is ready to be emailed to the TDOT Project Manager or uploaded for review. "]

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[]
["STEP ONE: List Team Members"]
[]
[null,"Instructions: Enter the name of the prime consultant or lead "]
[null,"              and all team members, then proceed to Step 2."]
[]
[null,null,"  Primary  ","Enter Prime"]
[null,null,"Sub","Team Member"]
[null,null,"Sub","Team Member"]
[null,null,"Sub","…",null,null,null," "]
[null,null,"Sub"]
[null,null,"Sub"]
[null,null,"Sub"]
[null,null,"Sub"]
[null,null,"Sub"]
[null,null,"Sub"]

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["STEP TWO: Select Activities"]
[]
[null,"Instructions: Select activities to be included in project scope and schedule.  For each activity selected, click on the responsible team member.",null,null,null,null,null,null,null,"Click to fix pop-up text."]
[]
[null,null,null,"STAGE 1",null,"STAGE 2",null,"STAGE 3",null,"STAGE 4"]
[null,null,null,"CONTEXT/SCOPING",null,"FOOTPRINT\nESTABLISHED",null,"PLAN-IN-HAND",null,"PS&E"]

{"sheet":"FAQs","index":3,"n_rows":88,"n_cols":21,"rows_kept":88,"cut":false,"hidden":false,"merged":[]}
[]
[]
[]
[null,"Questions about the Generator"]
[]
[null,null,null,null,"1. How do I navigate within the tool?"]
[]
[null,null,null,null,null,"You can navigate within the tool by using the buttons located on the ribbon at the top of each "]
[null,null,null,null,null,"sheet or you may move to the needed tab by selecting it at the bottom of the excel window."]
[]
[]
[null,null,null,null,"2. I forgot to add the name(s) of a prime consultant or subconsultant."]
[null,null,null,null,"   How do I add this information once I have selected the activities in Step 2?"]
[]
[null,null,null,null,null,"In order for a name to be selected for an activity, go back to Step 1 by either selecting the tab or clicking"]
[null,null,null,null,null,"the \"Back\" button at the top of Step 2. Enter the missing information and reselect the applicable activities."]
[]
[]
[]
[null,null,null,null,"3. How long will it take for my Scope of Work to export?"]
[]
[null,null,null,null,null,"The amount of time it will take for a file to export depends on how many activities and tasks were selected. Export time may "]
[null,null,null,null,null,"range from 1 to 3 minutes (if all activities and tasks are exported). "]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[null,null,null,null,"4. How do I resolve the red Security Risk issue right after the download when using the program for the first time?"]
[]
[null,null,null,null,null,"Refer to the instructions tab for step by step instructions on how to resolve the issue."]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[]
[null,"Questions about the Exported Document"]
[]
[null,null,null,null,"1. What information do I need to enter once the generator has exported my Scope of Work document?"]
[]
[null,null,null,null,null,"Once the export of your scoping activities and tasks is complete, the document has several sections, denoted with red text,"]
[null,null,null,null,null,"that should be filled in using project-specific information. (e.g., needed meetings, site visits, assumptions, and exclusions)."]
[null,null,null,null,null,"Additionally, the task level of work may need to be adjusted. Once the information has been filled, delete the red text."]
[]
[]
[]
[null,null,null,null,"2. I forgot to click on an activity or task after the scope was exported. How can I add an item to my scoping file?"]
[]
[null,null,null,null,null,"There are two ways to add an activity or task to an exported Scope of Work. The activity and proper consultants may be "]
[null,null,null,null,null,"selected and exported by itself, without the selection of other activities, then pasted into the previously exported Scope of "]
[null,null,null,null,null,"Work file. Another way to export the missing activity is to reselect all the applicable activities and tasks for your project  "]
[null,null,null,null,null,"and export a new Scope of Work document."]
[]
[]
[null,null,null,null,"3. I have exported my file and would like to add additional detail to my Scope of Work."]
[]
[null,null,null,null,null,"Now that the file has been exported, it is fully manipulatable and has the capabilities of a regular Word Document."]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[]
[null,"Miscellaneous Questions"]
[]
[null,null,null,null,"1. I downloaded the Excel, Project, and Word files, where is the best place to put them so I don't forget how to find them?"]
[]
[null,null,null,null,null,"The easiest place to put these files is on your desktop or \"my documents\" folder, so that you can easily navigate to each."]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[null,null,null,null,"2. It's hard to determine which activities to include for the project's Scope of Work. How can I get more information?"]
[]
[null,null,null,null,null,"The generator has hints on Step 2, activated by scrolling over them, that give you the name attached to each activity."]
[null,null,null,null,null,"For more information about the specific scope activities and tasks, refer to the Project Delivery Network (PDN). "]
[null,null,null,null,null,"A suggestion to increase efficiency and understanding of scoping activities, is to open the PDN and refer to applicable"]
[null,null,null,null,null,"sections while selecting activities for your scoping file."]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[null,null,null,null,"3. After exporting, what is the most efficient way to consult with various activity leads about the included tasks,"]
[null,null,null,null,"    meetings and other administrative type information that will need to be completed for each activity?"]
[]
[null,null,null,null,null," A suggestion for collaboration after the scope is built is to send the various exported activities to the respective activity"]
[null,null,null,null,null," leads for input; then once feedback is returned, copy and paste any changes into the original Scope of Work."]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null," "]
[]
[]
[]
[]
[]
[]
[]
[]
[]
[null,null,null,null,null,null,null,null,null," "]

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