Toolbox Rev 04 Overview

Toolbox Rev 04
TOOLBOX OVERVIEW
signed contract or Status: 2017-04-01

management
decision; sales
handover protocol
Project Practical Project

initiated Completion completed
SALES OVERLAP
(Handover)
All Project start agreement - SF
Sales Database (Cloud, Potential, Budget, Proposal, Evaluation, Negotiation) - DB Customer Reference - T
Sales Strategy- SF Project Pictures for References - T
Tender & Marketing Documents - T
SOE - opportunity management - SF
TENDER DEVELOPMENT Requirements-Matrix (Requirment Engineering) - SF
PREPARATIONProject
OF Specification (incl. Calc as sold, risk analysis - analog OR09) - SF PROJECT START &
TENDER TRACKING PROJECT EXECUTION
SALES TENDER PLANNING
Sales Reporting - T
Travel Report - T
Sales handover protocol - CL
Customer Satisfaction Analysis
Contract Negotioation - T
Lessons learnt workshop - SF
Org chart - T
Master schedule (Program) - T
Filing structure - CL
Forecast (SAP) -SF --> Forecast (SAP) -SF Final cost analysis - SF
PROJECT Consolidated calculation - CL

MANAGEMENT Project Report - SF --> Project Report - SF Lessons learnt workshop - SF
Communication plan (int/ext)- T PPC Activity List - T Project final analysis - T
Approval plan (ext/int) - T Claim management - T
Task split - T Progress report to client - T Post completion handover - CL
Stakeholder analysis - T Service handover protocol - SF
Cooperative phase planning - T
Correspondence List - T
Contract Checklist - SF
Variation schedule to client incl. Breakdown - T
Internal rolling account schedule - T

COMMERCIAL
MANAGEMENT Cash-flow forecast - T monthly Cash-flow forecast - T
Hedging tool - SF
TAX - HR issues - CL
Payment schedule - T
Design schedule / program - T

Work Package - Design Hour Management - T Final design-cost analysis - T
Management of external design partners
RFI schedule (to client) - T
Requirements Matrix (incl. Change Tracking List) - SF
Environmental Design - SF
DESIGN
Design review - SF
FMEA analysis - SF
Document schedule - SF
QA - Calculation - CL
QA - Drawings - CL
Conformity assesment+CE-marking tags - T
Procurement concept - CL
Procurement plan - T
Delivery List - T
Supplier bonds - T
Supplier qualification / approval - questionaire - SF Supplier evaluation - T
Request for Tender - T
Standard contract - T
PROCUREMENT Price comparison sheet - T
Logistic concept - T Delivery Documents (incl. Delivery Note, Collilist, Proforma Invoice) - T
Fabrication Supervision concept - T NCR report - SF
Fabrication supervision report - T
Notice of defects schedule - T
Defect notifications / claim - T
Subcontractor payment application - T
Rolling account suppliers - T Final Account Statement - T
General Method Statement / Construction proposal - T General Method Statement / Construction proposal - T
List of Attendances - T Environmental Planing Check List - CL
Installation calculation (quotation) - SF Installation schedule / program "Control room" output - T
List of Drawings Specification of steel/facade installation - inquiry document - T
Site - safety documents [E] - T
Daily Report - T
Site Progress Report - T
INSTALLATION NCR schedule - SF

NCR report - SF
Daywork Schedule / Time Sheet subcontractor sign-off - T
Petty cash - T
Protocol of subcontractor meeting - site - T
Hand Over sheets / SIR - T
Snagging list - T
Site - quality documents [D] - T
PQP (Project Quality Plan) - T

QUALITY 8D-Report - SF
ASSURANCE
Inspection & Test Plan - T
Problem solving tool Ishikawa - T

Problem Solving tool 5Why - QT
GENERAL Problem solving tool Morphologic Box - T

CIP Submission sheet - SF
Office Templates - T
KEY:
MANDATORY=
Tools have to be applied regardless of the complexity and size of the project
OPTIONAL=
to be agreed at the start of the project ('Project Start Agreement') if the tool has to be used
HARD TOOL=
layout and format of the tool must not be changed
CL Checklist
T Template
SF Standard Form
Update: M. Kiesling toolbox_overview_rev4.0 ; SF Date: 11/26/2019

Approved: S. Fröschl, 01.04.2017 Version: 4.0 Page 1/29
TOOLBOX "how we do things"
Toolbox Rev 04
PRE- PRE-
SALES SALES
SALES
Project
PROJECT START & PROJECT POST
Phase PROJECT EXECUTION
PLANNING CLOSEOUT COMPLETION
Project Start Customer Approval Project

Mile- BID/No BID Contract in Customer [all drawings Practical Completed -
stones Decision Force Approval approved from the Completion TAKE OVER
customer]
SALES
Waagner Biro
Tender Preparation Tender
Development of Tender Tracking Sales Overlap
PROJECT DEVELOPMENT
Pre Design Basic Design Detail Design
PROJECT PROCUREMENT & FABRICATION

C
a Next
Process s
h
Project
Model Supplier Search Price Comparison & Delivery Tracking Goods receipt
Order Fabrication
& Evaluation Award & Monitoring &payment approval
PROJECT INSTALLATION
Installation Planning Erection & Installation Commissioning
Customer
operativ crossover functions: Project Management, Commercial Management Quality Assurance Health & Safety
Cost Program
Cost Program
Changes
=
Inter-
actions
Scope & Scope &

Quality Quality
V-Model & Work Breakdown Structure (WBS) for the complete project in one document
Requirement
s Tracking Requirements Engineering (RQE) Requirements Management (RQM) | Change Process

Toolbox Rev 04
TOOLBOX START AGREEMENT
c_project number
c_project name
PROJECT START AGREEMENT
goals
Sorted Key Process Phase
0 all start
1S Tender Dev
2S Tender Dev
3S Tender Dev
4S Tender Dev
5S Tender Dev
6S Tender Dev
7S Prep Tender
8S Prep Tender
9S Prep Tender
10 S start
11 S Closeout
12 S Closeout
13 S Closeout
14 S Closeout
2 PM start
3 PM start
4 PM start
5 PM start
6 PM start
7 PM start
8 PM start
9 PM start
10 PM start
11 PM start

Toolbox Rev 04
c_project number
c_project name
12 PM start
13 PM start
16 PM execution
17 PM execution
18 PM execution
19 PM close out
20 PM close out
21 PM close out
22 PM close out
23 PM close out
1 CM Tender Track
2 CM Prep Tender
3 CM Prep Tender
5 CM Prep Tender
6 CM start
9 CM execution
10 CM execution
1D start
2D start
3D start
4D start
5D start
6D execution
7D execution
8D execution
9D execution
10 D execution
11 D execution
12 D execution
13 D close out

Toolbox Rev 04
c_project number
c_project name
1 PR Tender Track
2 PR start
3 PR start
4 PR start
5 PR start
6 PR execution
7 PR execution
8 PR execution
9 PR execution
10 PR execution
11 PR execution
12 PR execution
13 PR execution
14 PR execution
15 PR execution
16 PR execution
17 PR execution
18 PR close out
19 PR close out
1I Prep Tender
2I Prep Tender
3I Prep Tender
4I Prep Tender
5I start
6I execution
7I execution
8I execution
9I execution
10 I execution
11 I execution

Toolbox Rev 04
c_project number
c_project name
12 I execution
13 I execution
14 I execution
15 I execution
16 I execution
17 I execution
18 I execution
1 QA start
2 QA execution
3 QA execution
1 General all
2 General all
3 General all
4 General all
5 General all
This has to be agreed upon or during the Project Kick off phase between the Head of Department and the respon

Toolbox Rev 04
c_project number
c_project name
T AGREEMENT
critical success factors
link to hard /
Tool (English)
template soft
Project start agreement - SF soft

Sales Database (Cloud, Potential, Budget, Proposal, Evaluation, Negotiation) - DB S1 soft
Sales Strategy- SF S2 soft
Tender & Marketing Documents - T S3 soft
SOE - opportunity management - SF S4 soft
Sales Reporting - T S5 soft
Travel Report - T S6 soft
Requirements-Matrix (Requirment Engineering) - SF D3 soft
Project Specification (incl. Calc as sold, risk analysis - analog OR09) - SF S8 hard
Contract Negotioation - T S9 soft
Sales handover protocol - CL S10 soft
Customer Reference - T S11 soft
Project Pictures for References - T S12 soft
Customer Satisfaction Analysis S13 soft
Lessons learnt workshop - SF PM20 soft
Org chart - T PM2 soft
Master schedule (Program) - T PM3 soft
Filing structure - CL PM4 soft
Forecast (SAP) -SF PM5 hard
Consolidated calculation - CL PM6 soft
Project Report - SF PM7 hard
Communication plan (int/ext)- T PM8 soft
Approval plan (ext/int) - T PM9 soft
Task split - T PM10 soft
Stakeholder analysis - T PM11 soft

Toolbox Rev 04
c_project number
c_project name
link to hard /
Tool (English)
template soft
Cooperative phase planning - T PM12 soft
Correspondence List - T PM13 soft
PPC Activity List - T PM16 soft
Claim management - T PM17 soft
Progress report to client - T PM18 soft
Final cost analysis - SF PM19 soft
Lessons learnt workshop - SF PM20 soft
Project final analysis - T PM21 soft
Post completion handover - CL PM22 soft

Service handover protocol - SF PM23 soft
Contract Checklist - SF CM1 hard
Cash-flow forecast - T CM2 soft
Hedging tool - SF CM3 soft
TAX - HR issues - CL CM5 soft
monthly Cash-flow forecast - T CM6 soft
Variation schedule to client incl. Breakdown - T CM9 soft
Internal rolling account schedule - T CM10 soft
Design schedule / program - T D1 soft
Work Package - Design Hour Management - T D2 hard
Requirements Matrix (incl. Change Tracking List) - SF D3 soft
Environmental Design - SF D4 hard
Document schedule - SF D5 hard
Management of external design partners D6 soft
RFI schedule (to client) - T D7 soft
Design review - SF D8 soft
FMEA analysis - SF D9 sot
QA - Calculation - CL D10 soft
QA - Drawings - CL D11 soft
Conformity assesment+CE-marking tags - T D12 soft
Final design-cost analysis - T D13 soft

Toolbox Rev 04
c_project number
c_project name
link to hard /
Tool (English)
template soft
Procurement concept - CL PR1 soft
Procurement plan - T PR2 soft
Supplier qualification / approval - questionaire - SF PR3 soft
Logistic concept - T PR4 soft
Fabrication Supervision concept - T PR5 soft
Delivery List - T PR6 soft
Supplier bonds - T PR7 soft
Request for Tender - T PR8 soft
Standard contract - T PR9 soft

Price comparison sheet - T PR10 soft
Delivery Documents (incl. Delivery Note, Collilist, Proforma Invoice) - T PR11 soft
NCR report - SF PR12 hard
Fabrication supervision report - T PR13 soft
Notice of defects schedule - T PR14 soft
Defect notifications / claim - T PR15 soft
Subcontractor payment application - T PR16 soft
Rolling account suppliers - T PR17 soft
Supplier evaluation - T PR18 soft
Final Account Statement - T PR19 soft
General Method Statement / Construction proposal - T A6 soft
List of Attendances - T A4 soft
Installation calculation (quotation) - SF A8 soft
List of Drawings A3 soft
Environmental Planing Check List - CL A5 soft

Specification of steel/facade installation - inquiry document - T A1-2 soft
Site - safety documents [E] - T E soft
Daily Report - T B1 soft
Site Progress Report - T B9 soft
"Control room" output - T B2 ; B3 ; B4 ;soft

B10 ; B12 ; B15; E1
NCR schedule - SF D2 soft

Toolbox Rev 04
c_project number
c_project name
link to hard /
Tool (English)
template soft
NCR report - SF PR12 hard
Daywork Schedule / Time Sheet subcontractor sign-off - T B16 soft
Petty cash - T B8 soft
Protocol of subcontractor meeting - site - T B11 soft
Hand Over sheets / SIR - T C1 soft
Snagging list - T C2 soft
Site - quality documents [D] - T D soft
Inspection & Test Plan - T QA1 soft
PQP (Project Quality Plan) - T QA2 hard

8D-Report - SF QA3 hard
Problem solving tool Ishikawa - T G1 soft
Problem Solving tool 5Why - QT G2 Info
Problem solving tool Morphologic Box - T G3 soft
CIP Submission sheet - SF G4 hard
Office Templates - T MS Office soft
d upon or during the Project Kick off phase between the Head of Department and the responsible specialist.

Toolbox Rev 04
c_project number
c_project name
to be applied To be applied
Typ of tool status
Toolbox Project
mandatory check list ü

mandatory Data Base ü
mandatory standard form ü
mandatory template ü
optional standard form
optional template
optional external
optional check list

optional template
optional template
optional template
optional template

Toolbox Rev 04
c_project number
c_project name
Typ of tool status
Toolbox Project
optional template
optional template
optional template
optional template
optional template

optional check list
optional/Stage only standard form

optional template
optional check list
optional template
optional template
optional check list
optional template

optional check list
optional check list
optional template

Toolbox Rev 04
c_project number
c_project name
Typ of tool status
Toolbox Project
optional check list
optional template
optional template
optional template
optional template
optional template
optional template
optional template
optional template
optional template
optional template
optional template
optional template
optional template
on demand mandatory template
on demand mandatory template

Toolbox Rev 04
c_project number
c_project name
Typ of tool status
Toolbox Project
optional template
optional template
optional template
on demand mandatory standard form ü
on demand template
on demand Quality Tool
on demand template
on demand mandatory standard form ü


Toolbox Rev 04
c_project number
c_project name
Toolbox Revision: 0
Status date:
Project Manager: c_projectleader / c_projectdivision
Project Owner:
document name / hyperlink to document Path

Toolbox Rev 04
c_project number
c_project name

Toolbox Rev 04
c_project number
c_project name

Toolbox Rev 04
c_project number
c_project name

Toolbox Rev 04
c_project number
c_project name
ctleader / c_projectdivision
Comments

Toolbox Rev 04
c_project number
c_project name
Comments

Toolbox Rev 04
c_project number
c_project name
Comments

Toolbox Rev 04
c_project number
c_project name
Comments

Toolbox Rev 04
TOOLBOX RULES

Toolbox Rev 04
TOOLBOX RESPONSIBILITIES
Tasks Process Owner Yearly Integrator Status: 2017-04-01
general
make sure that junior/new employees understand and apply all coordinate all process relevant activities between the process owners of other divisions and quality
process relevant procedures and tools management departement
roll-out of relevant changes of changes to process descriptions, organize exchange of experience (eg: common PM or CM-day)
task descriptions, works procedures, tools within his team
regular exchange of experience / management of know-how
tool-box
propose adjustments of existing tools or additional tools based manage CIP schedule
on the experience in his team
take over specific adjustments of tools or related activities as agree adjustments of tools with process owners of other divisions
agreed
take care that adjustments of tools are executed by Key Users
process descriptions & work procedures
propose adjustments of existing process descriptions and work agree adjustments of existing process descriptions and work procedures based on lessons learnt and
procedures based on lessons learnt of the projects audit results with process owners of other divisions and quality management departement
take over specific adjustments of work procedures or related
activities as agreed
training
determine the individual training requirements of the team and agree with process owners of other division and HR specific training contents for the year as planned
propose contents of general training units in the budget
information of the team on trainings coordinate with HR details of the training concept of the year
take over specific contents of training units as agreed agree with process owners of other division and HR the training concept for the year to come (budget)
Key process Responsible process owner - division Responsible for integration of all divisi Start 1Q/2017 Start 1Q/2018 Start 1Q/2019
Stahlbau Bridge Stage for 2014 for 2015 for 2016 for 2017 for 2018 for 2019
0. S Sales Sischka Hackl Schuch Schuch Hackl Schuch Sischka Schuch Schuch
Breitwieser
1. PM Project Management Breitwieser Reitgruber Raser Schlaeffer Breitwieser Reitgruber Raser (ab 1.3.) Bridge
Raser
2. CM Commercial Management Orthner Orthner Poeschel Breitwieser Orthner Poeschel Orthner Poeschl
Lechner (Papst) SGT
3.0 D Design Sischka Lechner Papst (SGT: Ziegler (SGT) Lechner (Lechner) Papst
Stage Papst) Lechner
3.1 Steel Schmid

3.2 Facade Roemer
3.3 Structural Analysis Ziegler
3.4 Mechanik -Automation Papst
3.5
4. PR Procurement Ertl Ertl Ertl Fröschl R.Ertl R.Ertl R.Ertl
5. I Installation King - Fröch King King King King

TOOLBOX TOOLS and KEY USER
Toolbox Rev 04
Status: 01/04/2017 Update by: Mki, Sfr 4/5/2017
ENABLER UPLOAD INFO
Dokumenten Datum, link to Prozess- Dokut Dokument-

file noSorted Key ProcessPhase Tool (English) Key user hard / soft Type of relevance Typ of tool Description Status description Status Abgleich Overview/Ablage due date Document name Dokumentname im QM System Version
Stand template nummer yp nummer
0 all Tool-Box Overview Kiesling hard mandatory Overview of all Tools completed completed 10/1/2016
0 0 all start Project start agreement - SF Kiesling soft mandatory check list completed completed 10/1/2016 will be incl. In "Toolbox overview" PM1 toolbox_overview_rev3.0.xls 2-2-5-00 SF 225-SF-01 SF_toolbox_overview 2.0
Sales Database (Cloud, Potential, Budget, Proposal, S1
0 1S Tender Dev Kotys soft mandatory Data Base completed 1/1/2016 Access Database
Evaluation, Negotiation) - DB
0 2S Tender Dev Sales Strategy- SF HoS soft mandatory standard form SGT / Bridge open under development 6/7/2016 S2 Sales Strategy - Overview Stage available
ST: Albert-Knaus;
0 3S Tender Dev Tender & Marketing Documents - T SGT: Stroh A.; soft mandatory template in progress to be finalised (SGT, Bridge) completed 6/3/2016 S3
BR: Assistenz
S4 PAB.PAB - opportunity mgmt & political

0 4S Tender Dev SOE - opportunity management - SF HoS soft optional standard form completed 4/20/2016
organisation chart_2016
0 5S Tender Dev Sales Reporting - T Sfr soft mandatory template completed 4/1/2016 S5
0 6S Tender Dev Travel Report - T Albert-Knaus soft mandatory template Stage in Testphase, SGT, Bridge offen completed 6/30/2016 S6 Travel Report_Template
0 7S Prep Tender Requirements-Matrix (Requirment Engineering) - SF Lechner soft mandatory standard form completed 8/24/2016 D3
Project Specification (incl. Calc as sold, risk analysis - incl. Tax-CL and Cash-flow forecast from S8
0 8S Prep Tender Münsker hard mandatory standard form completed 6/1/2016 SF_Project Specification
analog OR09) - SF CM Process
0 9S Prep Tender Contract Negotioation - T NN (Team NN) soft mandatory template open not available on Server/Toolbox S9
0 10 S start Sales handover protocol - CL Schuch soft mandatory check list under development not available on Server/Toolbox S10
0 11 S Closeout Customer Reference - T Albert-Knaus soft mandatory template Stage befüllt; SGT,BR leer under development 6/1/2016 S11
0 12 S Closeout Project Pictures for References - T Marketing soft optional template Marketing Server completed 1/1/2016 S12
done by EUCUSA, coordination by S13
0 13 S Closeout Customer Satisfaction Analysis Schwabl soft optional external Stage gemacht, SGT,BR in Einführung under development 1/1/2015
assistant / PM
0 14 S Closeout Lessons learnt workshop - SF N.N. soft optional standard form PM20
1 2 PM start Org chart - T Breitwieser soft mandatory template completed completed 9/28/2016 PM2 TB-PM_OrgChart_T.pptx 2-2-5-00 T 225-T-01 T_Project-Organisation-Chart 2.0
describes the principles; completed; template for sales under PM3
1 3 PM start Master schedule (Program) - T Greiner soft mandatory template under development not available on Server/Toolbox
development
for each division: template on Explorer; agreeement between all divisions PM4
1 4 PM start Filing structure - CL Breitwieser soft mandatory check list open not available on Server/Toolbox
stahlbau: works procedure available outstanding
development related SAP reporting PM5
1 5 PM start Forecast (SAP) -SF Breitwieser hard mandatory standard form under development 1/1/2016
ongoing
1 6 PM start Consolidated calculation - CL Raser soft optional check list not yet forwarded open not available on Server/Toolbox PM6
PM7 TB-PM_project-report_SF_rev06, new

1 7 PM start Project Report - SF Sikora hard mandatory standard form same as project report completed 8/23/2016
document"SF_project reporting"
1 8 PM start Communication plan (int/ext)- T Breitwieser soft optional template completed completed 8/18/2016 PM8 TB-PM_Communication plan_T.xlsx 2-2-5-00 T 225-T-02 T_Project-Communication-plan 2.0
1 9 PM start Approval plan (ext/int) - T Spängler soft optional template to be further developed, as excel file completed 8/10/2016 alte version vom 10.08.2016 PM9 T_Approval plan.pptx 2-2-5-00 T 225-T-03 T_Project-Approval-plan 2.0
1 10 PM start Task split - T Berghold soft optional template only for SGT? Logo? under development 8/18/2016 PM10 TB_task-split_T.xlsx 2-2-5-00 T 225-T-04 T_Project-task-split 2.0
to be further developed, further examples PM11
1 11 PM start Stakeholder analysis - T N.N. soft optional template under development 8/10/2016 TB-PM_Stakeholder_Analysis_T.xlsx 2-2-5-00 T 225-T-05 T_Project-Stakeholder_Analysis 2.0
to be added
1 12 PM start Cooperative phase planning - T Hofmeister soft optional template completed 6/9/2016 plan template PM12 on IP_Toolbox
TB-
to be further developed as per proposal PM13
1 13 PM start Correspondence List - T Hofmeister soft optional template under development 8/18/2016 PM_3rd_party_correspondence_schedule_all 2-2-5-00 T 225-T-06 T_Project-3rd_party-correspondence-schedule 2.0
Raser
-in-one_T.xlsx
1 14 PM execution Forecast (SAP) Sikora hard mandatory standard form SAP report for combined forecast open deleted not available on Server/Toolbox
short form (3 pages only) for Stage
1 15 PM execution Project Report + Risk analysis - SF Sikora hard mandatory standard form deleted TB-PM_project-report_SF_rev04.xlsm 2-2-5-00 SF 225-SF-04 SF_Project-report 2.0
completed
1 16 PM execution PPC Activity List - T Hofmeister soft optional template completed 8/10/2016 PM16 TB-PM-PPC_Activity List_T.xlsx 2-2-5-00 SF 225-SF-02 SF_Project-PPC-Activity-List 2.0
Textbausteine / Musterbriefe / text PM17
1 17 PM execution Claim management - T Schökel soft optional template open open not available on Server/Toolbox
elements / template letters - PM relevant
PM18 T
1 18 PM execution Progress report to client - T M. Krieger soft optional template completed completed 8/10/2016 TB-PM_Progress report for client_T.docx 2-2-5-00 225-T-07 T_Project-Progress report for client 2.0
SF
SGT: part of report, SAP report still to be
1 19 PM close out Final cost analysis - SF Breitwieser soft mandatory standard form SAP report to be created open not available on Server/Toolbox PM19
developed
PM20 TB-PM_LL-WS Guidedline_CL.pptx 225-CL-02 CL_Lessons-Learned-WS-Guidedline
1 20 PM close out Lessons learnt workshop - SF N.N. soft optional standard form to be checked completed 8/10/2016 2-2-5-00 C 2.0
TB-PM_LL-WS_Register_SF.xlsx 225-SF-03 SF_Lessons-Learned-WS-Register
1 21 PM close out Project final analysis - T Breitwieser soft mandatory template completed completed 8/31/2016 PM21 TB-PM_final_analysis_T.docm 2-2-5-00 T 225-T-08 T_Project-final-analysis 2.0
Stefan to develop a proposal for the CL
1 22 PM close out Post completion handover - CL N.N soft optional check list to be developed open not available on Server/Toolbox PM22
together with Karina, then to agree with
Stage if applicable with them as well
1 23 PM close out Service handover protocol - SF Raser soft optional/Stage only standard form not yet forwarded; only Stage? completed 8/18/2016 PM23 TB-PM_Handover_Protocoll [stage]_CL.xlsx 2-2-5-00 CL 225-CL-03 CL_Handover_Protocoll 2.0
Schökel (Team: includes Tax & Customs as well as HR CM1
2 1 CM Tender Track Contract Checklist - SF hard mandatory standard form completed 8/3/2016 SF_Contract Checklist 2-2-5-00 CL 225-CL-01 SF_Contract Checklist 2.0
Orthner, Pöschel) issues
CM2 16-xxx Cash Flow & Profit_Single
2 2 CM Prep Tender Cash-flow forecast - T NN (Team NN) soft mandatory template within Project Report + Risk analysis - SF completed 9/12/2014 zu viele Dokumente, sichtung und
FC_template
Pöschel (Team: SGT template available, Stage to be CM3
2 3 CM Prep Tender Hedging tool - SF soft optional template completed 1/16/2018 SF_hedging_tool
Korbell, Freysz) checked
2 4 CM Prep Tender Tax - CL soft optional check list deleted aus Toolbox entfernt not available on Server/Toolbox
Poeschel (Kasza,
ÜBERARBEITUNG IN der CM5
2 5 CM Prep Tender TAX - HR issues - CL Liebmann, soft optional check list open not available on Server/Toolbox
Projektdarstellung
Raltcheva)
Meeting 07.11.2016 with IT to develop

2 6 CM start monthly Cash-flow forecast - T IT (NN; Team: NN) soft mandatory template SAP Reporting => Rollout Q3/2017 under development not available on Server/Toolbox CM6
planned; 10.03.17-Erinnerung GKL
Poeschel (Team:
2 7 CM start Tax & Customs incl. Permanent Establishment - CL Liebmann, soft optional check list deleted aus Toolbox entfernt zu viele Dokumente, sichtung und Archivierung empfohlen 16-xxx_Invoice Payment_template
Hromkova)
2 8 CM start Payment schedule - T NN (Team NN) soft optional template ROR klärt mit Hr. Kerbell deleted not available on Server/Toolbox
Korbell (Team: CM9
2 9 CM execution Variation schedule to client incl. Breakdown - T soft optional template Abgedeckt durch Projekt Reporting NEU completed 3/24/2006 zu viele Dokumente, sichtung und HM_variation schedule_template
Pöschel, Freis)
Hofmeister (Team SGT template available- which one is CM10 16-136_Blavatnik_Rolling account_FC 13 PR
2 10 CM execution Internal rolling account schedule - T soft optional template completed 1/9/2015 zu viele Dokumente, sichtung und
NN) completed? Jan 15
details not yet discussed - to be checkt if
2 11 CM close out Close-out Checklist - CL NN (Team NN) soft optional check list CL for all close out activities for CM necessary! => was checke=> defind as deleted not available on Server/Toolbox
not necessary
3 1D start Design schedule / program - T Lechner soft mandatory template MS Project / SAP (within Stage) still to be developed further under development not available on Server/Toolbox D1
Projects exceeding more than 2000 D2
3 2D start Work Package - Design Hour Management - T Ziegler hard mandatory template Tool developed be A Sikora is available completed not available on Server/Toolbox
hours.
Works Procedure to be detailled
3 3D start Requirements Matrix (incl. Change Tracking List) - SF Lechner soft mandatory standard form Requirements Matrix during Sales completed 8/24/2016 D3 TB-D_Requirements-Matrix_SF_04
Handover - forwarded by Design.
3 4D start Environmental Design - SF Stadler hard mandatory standard form completed 12/12/2014 D4 WP_Environmental Design_201241212
3 5D start Document schedule - SF Fink hard mandatory standard form Bridge tries Document Schedule of SGT Key User for Tool is Maria Krieger completed not available on Server/Toolbox D5
Implement Checklist ENG (EN 1090) - D6
3 6D execution Management of external design partners Schmid soft optional check list open not available on Server/Toolbox
maybe with Schökel.
3 7D execution RFI schedule (to client) - T NN (Team NN) soft optional template currently included in document schedule not in CD - needs update under development 7/13/2016 zu viele Dokumente, sichtung und D7 TB-D_RFI-schedule_T
3 8D execution Design review - SF Lechner soft mandatory standard form completed 8/24/2016 D8 TB-D_Design-Review_SF_00 check
3 9D execution FMEA analysis - SF Lechner sot mandatory standard form completed 9/20/2016 D9 update auf /von Enabler check
3 10 D execution QA - Calculation - CL Lechner soft optional check list zur Prüfung einer Berechnung completed 2/12/2016 D10 CL_QA-Calculation check
3 11 D execution QA - Drawings - CL Lechner soft optional check list zur Prüfung eines Planes completed 2/12/2016 D11 CL_QA-Drawing check
3 12 D execution Conformity assesment+CE-marking tags - T Stadler soft optional template completed 1/1/2016 not available on Server/Toolbox D12
3 13 D close out Final design-cost analysis - T Römer soft mandatory template open not available on Server/Toolbox D13
4 1 PR Tender Track Procurement concept - CL RErtl soft optional check list under development not available on Server/Toolbox PR1
4 2 PR start Procurement plan - T RErtl soft mandatory template completed 4/5/2017 MS Office Templates (updated) PR2 SF_Procurement Plan
4 3 PR start Supplier qualification / approval - questionaire - SF RErtl soft optional standard form completed 1/28/2016 PR3 TB-PR_Supplier Questionarie_T
4 4 PR start Logistic concept - T N.N. soft optional template completed 2/29/2016 MS Office Templates PR4 TB_PR_Logistikonzept 1.0_endversion_V0
4 5 PR start Fabrication Supervision concept - T ? soft optional template completed 2/15/2016 Template PR5
if feasible: SAP (eg Stage); Stahlbau /
4 6 PR execution Delivery List - T RErtl soft optional template Bridge: currently separate maps in completed 7/4/2016 PR6 TB_Procurement Plan_SF
Procurementplan File
4 7 PR execution Supplier bonds - T RErtl soft optional template in coordination with H Weissensteiner completed 2/5/2016 available PR7 sev. guarantees
based on Standard clauses from
4 8 PR execution Request for Tender - T RErtl soft optional template Standard Contract; in coordination with A completed 2/3/2016 4 documents in MS Office Template PR8
Schökel
Standards to be developed for each key PR9
4 9 PR execution Standard contract - T RErtl soft optional template under development not available on Server/Toolbox
market,
price in coordination
comparision with A for
mandatory Schökel
orders >
50.000.- € PR10 TB-PR_Price comparison sheet_Risk
4 10 PR execution Price comparison sheet - T RErtl soft mandatory template completed 2/3/2016
rsik assessment mandatrory for orders > Assessment_V1-en_T
Delivery Documents (incl. Delivery Note, Collilist, Proforma 100.000.-€
4 11 PR execution N.N. soft optional template other names: packing list, bill of deliveries completed 2/29/2016 PR11 TB_PR_Packing List_Kolliliste_V0
Invoice) - T
4 12 PR execution NCR report - SF Stadler hard optional standard form completed 2/5/2016 PR12 TB_PR_NCR_Report_V0
4 13 PR execution Fabrication supervision report - T Stadler soft optional template rework necessary completed 1/1/2014 PR13
entspricht Übersicht NCRs/ PR14
4 14 PR execution Notice of defects schedule - T RErtl soft optional template completed 2/8/2016 TB_Notice of Defects Schedule_T
Mangelanzeigen
PR15 TB_PR_Defect notifications_claims_T_
4 15 PR execution Defect notifications / claim - T RErtl soft optional template completed 2/10/2016 MS Office Templates
V0_de
PR16 TB_PR_Subcontractor payment
4 16 PR execution Subcontractor payment application - T RErtl soft optional template completed 2/5/2016
application_V0
key user procurement to be nominated for PR17 TB-
4 17 PR execution Rolling account suppliers - T RErtl soft mandatory template completed 2/3/2016
keeping tool up-to date PR_Project_rolling_account_supplier_V0_T
4 18 PR close out Supplier evaluation - T RErtl soft optional template completed 8/23/2016 PR18
4 19 PR close out Final Account Statement - T RErtl soft optional template in Coordination with J Wilson under development not available on Server/Toolbox PR19
5 1I Prep Tender General Method Statement / Construction proposal - T King soft mandatory template completed 1/15/2016 A6 Projectnumber_Method Statement_Rev00
5 2I Prep Tender List of Attendances - T King soft mandatory template completed 8/31/2016 A7 Projectnumber_List of Attendances_Rev00
A8 Projectnumber_Installation
5 3I Prep Tender Installation calculation (quotation) - SF King soft mandatory standard form same as in PM example completed 12/22/2015
Calculation_Rev00
5 4I Prep Tender List of Drawings King soft mandatory standard form internal document completed 5/28/2014 A9 Projectnumber_List of Drawings_Rev00
A10 Projectnumber_Environmental
5 5I start Environmental Planing Check List - CL Lorenz soft mandatory check list completed 3/6/2016
checklist_Rev00
Specification of steel/facade installation - inquiry document for supplier orders (Steel, Glass, A11 Projectnumber_Specification for steel
5 6I execution King soft mandatory template completed 5/7/2015
-T Scaffolding, etc) installation_Rev00
dependent on site activities; various E
5 7I execution Site - safety documents [E] - T King soft on demand mandatory template completed 5/3/2016
templates and forms
5 8I execution Daily Report - T Lorenz soft mandatory template completed 12/23/2014 B1 2017xxxx_Daily Site Report
5 9I execution Site Progress Report - T Lorenz soft on demand mandatory template completed 3/10/2015 B9 Progress report_CWxx_Rev00
scope to be adjusted project specific; Org

chart, site layout, installation programme,
5 10 I execution "Control room" output - T Lorenz soft mandatory template 2-week look-ahead, S-Curve, Marked-up completed 5/3/2016 B2 ; B3 ; B4 ; B10 ; B12 ; B15; E1 ; E35
Drawings, Site H&S Policy; Appointment
register
5 11 I execution NCR schedule - SF Lorenz soft optional standard form completed 9/12/2016 D2 2017xxxx_NCR Overview_Rev00
5 12 I execution NCR report - SF Stadler hard optional standard form see NC from Procurement completed 2/5/2016 PR12 NCR xxx_Rev00
5 13 I execution Daywork Schedule / Time Sheet subcontractor sign-off - T Lorenz soft optional template (if hourly contract - MANDATORY) completed 12/2/2015 B16 projectnumber_Hours list_CWxx
5 14 I execution Petty cash - T Lorenz soft mandatory template completed 4/1/2016 B8 projectnumber_2017xx_Petty Cash Report
5 15 I execution Protocol of subcontractor meeting - site - T Lorenz soft mandatory template completed 5/27/2015 B11 2017xxxx_MoM
5 16 I execution Hand Over sheets / SIR - T Lorenz soft mandatory template unless client provides template completed 2/15/2016 C1 projectnumber_2017xxxx_Handover FTxx
5 17 I execution Snagging list - T Lorenz soft optional template templates provided by client DATUM - Rework recommended completed 10/6/2016 C2 a-938-atrium steel
dependent on site activities; various D
5 18 I execution Site - quality documents [D] - T Lorenz soft optional template completed 12/11/2015
templates and forms
(incl. Welding plan, Cosssh, 99-Plan)
6 1 QA start Inspection & Test Plan - T Stadler soft mandatory template in Bridge / Stahlbau Tool by QA/QC; in completed 8/19/2016 QA1 Enabler Link
Stage by Design
6 2 QA execution PQP (Project Quality Plan) - T Stadler hard mandatory template Template SGT available completed 8/19/2016 QA2 Enabler Link
6 3 QA execution Procedure to be clarified in Works completed QA3

8D-Report - SF Stadler hard on demand mandatory standard form 8/19/2016 Enabler Link
Procedure
7 1 General all Problem solving tool Ishikawa - T Kiesling soft on demand template Available in Office QM Templates completed 9/15/2016 G1 T_Ishikawa-Diagramm
7 2 General all Description of the Methode, no tool completed G2

Problem Solving tool 5Why - QT Kiesling Info on demand Quality Tool Available on Enabler 8/19/2016 Enabler Link to Method
necessary
7 3 General all Problem solving tool Morphologic Box - T Kiesling soft on demand template Available in Office QM Templates completed 9/15/2016 G3 T_Morphological-Box
7 4 General all CIP Submission sheet - SF Kiesling hard on demand mandatory standard form Available in Office QM Templates completed 12/2/2015 G4 QT-CIP Project submission sheet
7 5 General all Office Templates - T Kiesling soft mandatory template available on Office Templates & Enabler completed 1/1/2016 MS Office

Toolbox Rev 04
TOOLBOX DOCUMENT STATUS OVERVIEW
TOOLBOX: % of available tools Status according to toolbox integrator input

120
100%
100
90% 18%
9
80 15 08
80%
60
70% whole documents available documents not available Templates
amount
60% 99
40
81 75
18 73
Completed 75 73 2 4 differenz ist in den Vorlagen
20
50% Under Development 15 8 7 Installation 9
%
Open 9 0
0
9
27
40% deleted
82% 6 0 99 4 81 18
100% 82% whole amount
18% therefor
documents available documents not available
30%
0
20% Open Under Development Completed
10%
0%
whole amount
missing amount per status

80
70
2
60
50
40
73
30
20
10 7
8 9
0 0
Completed Under Development Open
documents available documents not available

Toolbox Rev 04
TOOLBOX how to use
Item Details Responsibility cycle

keeping tools and toolbox up-to-date each user can record proposed changes on the CIP list (enabler) each user
manage CIP list and coordinate activities relating to update of Toolbox QM regularely
between Process Owners and QM;
call attention to the concerned Key User to give feedback to the user
having made the proposal
if applicable - a prompt feedback relating to the proposal for Key User regularely
improvement shall be given to the user having made the proposal
agree major changes of tools between Process Owners PM,CM,D,Pr,I yearly coordinator PM quarterly Process
Owner meetings
manage and coordinate Key User activities in coordination with Process yearly coordinator PM ongoing
Owners PM,CM,D,Pr,I
Key Users of the individual tools have the responsibility for keeping their Key-user as per list 'Tools regularely
tools up-to-date & Key Users'
concept for denotation of files: Key User

TB-PM/CM/D/PrM/I_name_T/CL/SF.filetyp
each tool has a revision and a tool history - to be kept updated Key User regularely
(also the toolbox overview file)
the 'toolbox overview' has a revision relating to each Enabler launch; yearly coordinator PM max 2x / year
it is envisaged that twice a year a revised toolbox including updated
tools will be put together
at the start of the project the current available toolbox version will be Head of PM for each at start of the project
downloaded from the Enabler; those tools are in principle valid for the division
whole project duration
path for working on revision of tools: H:\GROW\IP_PM Standards - Key User as applicable
Toolbox
provide updated tools and toolbox on the current version of the toolbox overview and the revision of the tools QM
Enabler are available for all Key Users at: H:\GROW
revision of Toolbox (Toolbox overview and tools) to be made available QM max 2x / year
max 2x per year on Enabler
(exception: crucial elements to be adjusted - e.g. formular errors)
information on Toolbox updates on Enabler QM as applicable
manage and update download routines of toolbox onto the project path QM as applicable
path for toolbox for Enabler: H:\GROW\IP_PM Standards - QM

Toolbox\10_toolbox_enabler\toolbox_enabler_xx
Toolbox filing on project path standard path on project file: HPM for each division
Stahlbau:
G:\Group\!Auftrag\!Cxx-xxxxx-neworder\05-Internal\05_00-toolbox
Bridge:
G:\Group\Auftrag\Ordnervorlage\Auftrag\07_INTERNE_DOKUMENTATI
ON\0713_Toolbox
Stage:
G:\Group\2-Auftraege\Cxx-xxxxx_ProjectName\11_TOOLBOX
at the start of the project the current available toolbox version will be PM/QM to support start of project
downloaded from the Enabler, the currently valid templates are hence
available under the paths above
the HPM agrees with the PM the templates to be used in the project - HPM for each division start of project
file 'start agreement'
the PM agrees with his core team the templates to be used for CM / D /
PrM / I;
if necessary: HPM coordinates with HCM, HD, HPrM, HIM
the initial agreement between HPM and PM is filed as *_rev00.pdf; any HPM for each division start of project
further updates of the start agreement to be filed with revisions as
applicable
the individual tools can be filed in the project structure as necessary; PM regularely
a hyperlink will be set in the start agreement so that the current revision
in use can always be directly accessed via the file 'start agreement'

Toolbox Rev 04 how to use
This is a soft tool, information may be added if useful

Steps of application are:
1. Agree with project owner after sales handover meeting tools to be used
2. inform core team members of tools to be applied
3. set hyperlink to document on column 'document name / hyperlink to document'
4. give status update to process owner regularely
5.
6.
How to set a hyperlink

1. Fill in the name of the document in column "I"
2. select cell and choose "Hyperlink" in register "Insert"
3. Finally select the document and confirm

TOOLBOX
Toolbox Rev 04 history
Tool History: Toolbox Overview

Key User
2014 Schläfer development Toolbox: Nusser (AON), Breitwieser, Schläfer, Kiesling
2015 Breitwieser
bis 2016-08 Breitwieser Unterstützung durch S Froeschel
ab 2016-08 Reitgruber
9/29/2016 MKI, SFR content and context checked, reworked and updated by M. Kiesling in cooperation
with S. Fröschl
IT-Responsible
N.N.
Tool history
Rev 00 2014-11 Tool was introduced on PM day in 11/2014, toolbox used in first projects: 2015-03
not on enabler 2015-06 various tools updated, layout adjusted, tools added; 'responsibilities' added;
Rev 01 2015-09 various tools updated, Quality Management tools added; 'agreement 2015-11' added
Rev 02 2016-03 tools for design, and performance management added; toolbox commercial
management agreed; toolbox installation and procurement set-up; adjustement of
various tools; 'how to use it' and 'tool history' added
Rev 3.0 2016-09 All tools are checked by Status and availability, the names are checked =>
Overview, start agreement, Tool&Keyuser=> server filing structure; the filing
structure is cleaned and syncronised; links to the server filing is included, statistics
included; "Overview" and "argreement" in one file combined
Rev. 04 2017-04 Overview update of status
Tool History: Start Agreement
Tool history author

9/22/2015 various adapti M Berghold
12/30/2015
2/8/2016 adaption to tooAertl
8/10/2016 adaption to tooAertl
10/1/2016 rework MKI
Tool owner
Martin Berghold
IT-Responsible
Document control data in the QM System Enabler

Do not delete this content! It will be filled in automatically during upload to the QM System Enabler
Processnumber2-2-5-00
Process Name Project Management
Document Numb225-SF-01
Document NameSF_Project-report
Document Type [SF] - Standard Form - TOOL
Version 4.0
Author M.Kiesling
Approved S. Fröschl
Released E. Raser
Release date 4/1/2017


Toolbox Rev 04 Overview

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Toolbox Rev 04

signed contract or Status: 2017-04-01

Project Practical Project

PROJECT Consolidated calculation - CL

Variation schedule to client incl. Breakdown - T

Internal rolling account schedule - T

Design schedule / program - T

INSTALLATION NCR schedule - SF

PQP (Project Quality Plan) - T

Problem solving tool Ishikawa - T

GENERAL Problem solving tool Morphologic Box - T

Update: M. Kiesling toolbox_overview_rev4.0 ; SF Date: 11/26/2019

Project Start Customer Approval Project

Pre Design Basic Design Detail Design

PROJECT PROCUREMENT & FABRICATION

Installation Planning Erection & Installation Commissioning

Scope & Scope &

Update: M. Kiesling toolbox_overview_rev4.0 ; SF Date: 11/26/2019

Sorted Key Process Phase

Update: M. Kiesling toolbox_overview_rev4.0 ; SF Date: 11/26/2019

Update: M. Kiesling toolbox_overview_rev4.0 ; SF Date: 11/26/2019

Update: M. Kiesling toolbox_overview_rev4.0 ; SF Date: 11/26/2019

Update: M. Kiesling toolbox_overview_rev4.0 ; SF Date: 11/26/2019

Project start agreement - SF soft

Master schedule (Program) - T PM3 soft

Filing structure - CL PM4 soft

Forecast (SAP) -SF PM5 hard

Consolidated calculation - CL PM6 soft

Project Report - SF PM7 hard

Communication plan (int/ext)- T PM8 soft

Approval plan (ext/int) - T PM9 soft

Task split - T PM10 soft

Stakeholder analysis - T PM11 soft

Update: M. Kiesling toolbox_overview_rev4.0 ; SF Date: 11/26/2019

Cooperative phase planning - T PM12 soft

Correspondence List - T PM13 soft

PPC Activity List - T PM16 soft

Claim management - T PM17 soft

Progress report to client - T PM18 soft

Final cost analysis - SF PM19 soft

Lessons learnt workshop - SF PM20 soft

Project final analysis - T PM21 soft

Post completion handover - CL PM22 soft

Contract Checklist - SF CM1 hard

Cash-flow forecast - T CM2 soft

Hedging tool - SF CM3 soft

TAX - HR issues - CL CM5 soft

monthly Cash-flow forecast - T CM6 soft

Variation schedule to client incl. Breakdown - T CM9 soft

Internal rolling account schedule - T CM10 soft

Design schedule / program - T D1 soft

Work Package - Design Hour Management - T D2 hard

Requirements Matrix (incl. Change Tracking List) - SF D3 soft

Environmental Design - SF D4 hard

Document schedule - SF D5 hard

Management of external design partners D6 soft

RFI schedule (to client) - T D7 soft

Design review - SF D8 soft

FMEA analysis - SF D9 sot

QA - Calculation - CL D10 soft

QA - Drawings - CL D11 soft

Conformity assesment+CE-marking tags - T D12 soft