brief plan questions

The questions will be displayed in read-only format. To update brief/plan question/s, click Update at the bottom of the page.
Respond to the question/s next to the appropriate icon (client or project team). Note: For further information or instructions on question input types, icons and symbols, brief tools, resources, comments, hints and attachments, click on the headings below to view. To close, click on heading again. Multiple headings can be opened at the same time.
If the symbol displays on the question, click to display hints to assist in responding to the question.
To attach any files (documents, drawings) under the Attachments heading at the bottom of the page, see 'Add an Attachment' in related topics.
When you have completed the question/s on the page, click Save to save the changes or click Cancel to go back to read-only format.
Click Next to go to the next page. Note: The system will display the next index page of questions.
OR
Click Previous to save this page and go back to the previous page of questions.

The questions will be displayed in read-only format. To update brief/plan question/s, click Update at the bottom of the page.
Respond to the question/s next to the appropriate icon (client or project team). Note: For further information or instructions on question input types, icons and symbols, brief tools, resources, comments, hints and attachments, click on the headings below to view. To close, click on heading again. Multiple headings can be opened at the same time.
If the symbol displays on the question, click to display hints to assist in responding to the question.
To attach any files (documents, drawings) under the Attachments heading at the bottom of the page, see 'Add an Attachment' in related topics.
When you have completed the question/s on the page, click Save to save the changes or click Send to send an action or alert to a team member.

Navigation Button	Description
Next	Saves changes to screen and goes forward one page
Previous	Saves changes to screen and goes back one page
List	Saves changes to screen and goes back to briefed projects list
List (Finish)	Goes back to briefed projects list
Update	Opens update screen for current page for editing
Save	Saves changes on current page, details in brief history and sends notification if selected
Screen Item	Description
Show	Select from a dropdown list of project type
Name	Name of the project brief/plan
Client	The organisation which is flagged as the lead agency
Phase	PIP phase the project brief/plan is in
Phase Start	Date the project brief/plan entered the phase
Status	Status of the project brief/plan

Navigation via the image map on the LHS will not save any changes made on the current page since the last AutoSave..
The Previous and Next buttons only appear when the navigation map (index) is displayed on the LHS and will save all changes to the current page.
Any change to an existing brief question or the creation of a new question requires a change request to IS for system development.

The following is an example list and description of the types of responses required throughout the brief.

Question Response Types

Description

Dropdown Menu - click the dropdown arrow to select an item from a predetermined list

Multiple select dropdown menu - hold the 'ctrl' key and click each selection

Text Box - allows pre-determined limit of text response to be entered

Text Area - allows a number of pre-determined number of lines of text response to be entered

Numeric Area - allows a pre-determined numeric input

Tickbox - allows the selection of multiple items from a list (to deselect, click on tickbox again)

Radio Button - allows the selection of a single item from a list by clicking the radio button (to deselect, click on radio button again)

List - select from a list in a popup window

Icons

Description

Hints

Add a comment to a question

View comment/s on a question

Library Resources

Tools

Selection list in a popup window

Attach a related document to the question

Open file

Represents Lead Agency

Represents Project Team

Denotes the last brief answer changed or updated

Denotes mandatory response to question

There are two types of error messages relating to invalid question responses. Examples are:
1.	A message will display at the top of the current page, for example:
		Building Work amount is invalid Furniture Fittings and Equipment amount is invalid Miscellaneous Contracts amount is invalid
2.	A message will display in the contents area with an action button, for example:
		New area for Bathroom is invalid

Under Tools heading, click next to the tool name in list. Note: The file will open in its native format (eg. word, excel, pdf etc).
To Close, click the 'X' in the top right-hand side of the screen
OR
To Save on your computer, click on File/Save As from the dropdown menu. Note: This file can then be attached to the brief - refer to 'Add an Attachment'.

Under Library Resources heading, click next to the resource name in list. Note: The file will open in its native format (eg. word, excel, pdf etc).
To Close, click the 'X' in the top right-hand side of the screen
OR
To Save on your computer, click on File/Save As from the dropdown menu. Note: This file can then be attached to the brief - refer to 'Add an Attachment'.

Click symbol on Line of question. Note: The comment popup window will display.
Enter Comment in .
Click Save to save the comment or click Cancel to close the window.
Note: Once the page has been saved, the comment icon will change to . When green, you can click to add another comment and the window will also display previous comments with date and 'who by' details.

Click symbol on line of question. Note: The hint will display directly below the question.
Click symbol again to close the hint.

Under the Attachments heading at the bottom of the page, click Add.
Note: A 'Attach a New Document to the Brief' popup window will display.
Click to select File from your PC drive/s (floppy, CD, hard drive/s, network drive/s).
Select file and click Open.
Note: The file directory and name will display in the browse box.
Enter File Name in if you want a different file to the name displayed.
Select Author from .
OR
if Author is not in the list, in Other enter name in .
Enter a short Description of the document in to assist other users to understand the contents.
Select 1st Keyword from .
If applicable select 2nd Keyword from .
If applicable select 3rd Keyword from
Note: To select multiple keywords, hold the 'crtl' key and click.
Click Save to save file under the Attachments list.

Under Attachments heading, click next to document in the list.
Click Open. Note: The file will open in its native format (eg. word, excel, pdf etc).

Under Attachments heading, click next to document in the list.
Click Remove. Note: The document will be removed from the list.

The project home page is where all project team members including the client, participating agencies, DPTI, consultants and contractors add to and update the brief/plan. The updates to the brief/plan record how requirements have/will be met.

Access for the client's update is via the Brief/Plan left-hand side menu. The client will have view only privileges from each of the PMBOK dropdown menus.

Access for team member responses and updates is via the Integration - Brief/Plan dropdown menu at the top. Team members can also update the brief/plan via each PMBOK dropdown menu e.g. Cost/Project Plan - Cost.

AutoSave: BPIMS incorporates a feature that saves your work at intervals throughout the brief questions; that is, when clicking on a button and selecting from a list and/or making a selection from some dropdown lists (e.g. when selecting a person and/or role). The system will refresh with the selected response and automatically save the page. A message will appear at the bottom of the page This page was AutoSaved at 3:15 PM.

Navigation: The brief has a navigation map on the left-hand side of the page that allows movement through the brief. The map should ONLY be used when viewing pages, as any changes mad WILL NOT be saved since the last AutoSave. The “List” button at the bottom of the page returns to the Briefed Projects list, while the “Previous” and “Next” buttons will navigate to the previous and next pages in the brief. Clicking on any of these three buttons will save changes made on the current page.

For information or instructions on question input types, icons and symbols, brief tools, resources, comments, hints and attachments, click on the headings (e.g. Icons and Symbols) below to view. To close, click on the heading. Multiple headings can be opened at the same time.

Brief/Plan questions can be for Client only, Client and Project Team or Project Team only and are represented by the following icons.

The following table details the brief/plan access rules on the project home page. The definitions have been derived from the DPTI Building Management Project Roles and Governance Guidenote.

For information or instructions on question input types, icons and symbols, brief tools, resources, comments, hints and attachments, click on the headings (e.g. Icons and Symbols) below to view. To close, click on heading again. You can have one or more open at the same time.

User	Definition of User	Access Details
Lead Agency	Provides funding.	May only edit AGENCY questions AND these may only be edited when access from the left-hand side menu.

End User	User of the facilities.	May only edit AGENCY questions AND these may only be edited when accessed from the left-hand side menu. The exception to this rule is that End Users WILL NOT be able to edit AGENCY Cost and Program questions.

Contractor	Provides professional service and construction contractors for design, management and construction services. Represents those NON government agencies that have CONTRACT roles on the Project.	May only edit PROJECT TEAM questions AND these may only be edited when accessed from the PMBOK dropdown menu.

Infrastructure Agency	The infrastructure Agency defaults to DPTI Building Management Project Services but can be changed.	May edit BOTH AGENCY and PROJECT TEAM questions from the left-hand side menu AND the PMBOK dropdown menu. The exception to this rule is that End Users WILL NOT be able to edit AGENCY Cost and Program questions.