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Development of the software
With the help of UC Davis Medical Center IT Client Services, Facilities Planning & Development (FP&D) began efforts in August 2016 to replace its' outdated PRISM financial/project management software. PMweb, with headquarters in Wakefield, MA, was the selected software vendor through an extensive RFI and RFQ process. They are supported by HKA, a local Sacramento based 3rd party software developer which provided custom software configuration unique to FP&D operations. Compass was a name selected by FP&D to describe our uniquely configured software.
Our development strategy focused on configuration and roll-out of all basic features requried to replace PRISM in order for PRISM to be phased-out. However, Compass offers greater abilty to streamline our processes. As such, our initial roll-out will have some manual tasks associated with it on an interim basis. Further roll-out and training will provide greater automation and functionality and training guides will be updated accordingly
About this Guide
Compass (also refered to as PMWeb®) is a tool to support the Business Processes related to Program/Project management and should be utilized in that capacity. Compass covers a wide range of activities across the entire Facilities Planning and Development enterprise. There are specialty groups that have unique operations that will neccessarily not involve other groups. This guide contain contains instrustruction on common features that all users will need to know. Specialty user group guides will be available to those groups.
This guide contains instructions on the use of general modules and functionality. This document is to supplement training sessions, work and procedural instructions on how to use Compass.
Who Should Read this Guide?
Users should read this guide to learn how to properly perform any function through the User interface of Compass. This guide describes user-level tasks and should be a complement to, and resource for, hands on training. Before reading this guide, you should be familiar with Compass, its functionality and the Business Processes of your specialty group.
1. All Compass User Specialty Groups
UC Davis FP&D Compass Help Resoures:
The following FP&D Staff members have been indentified to assist end users with help support and trouble shooting. Since all our time is very valuable, please refer to the help section, FAQ, and trouble shooting sections at the end of this guide prior to contacting these resources.
Name
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Position
|
Email
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Phone
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Help Specialty
|
Marc Guerrette
|
Compass Lead
|
mguerrette@ucdavis.edu
|
916-734-3236
|
Service, Configuration, Features
|
Kara Morreira
|
Compass Admin. Planning
|
kbesseghini@ucdavis.edu
|
916-734-2136
|
Log-in, Facilties Service and Furniture Request
|
Gayle Salisbury
|
Compass Admin. FD&C
|
gsalisbury@ucdavis.edu
|
916-734-2529
|
Log-in, Project Status
|
Tony Bataska
|
Compass Admin. Cap Finance
|
awbataska@ucdavis.edu
|
916-734-5083
|
Reports
|
If you are a UC Davis staff, Compass is based on your UC Davis log-in ID and password. Any issues with your main UC Davis account will affect your ability to use Compass. If you are an external user (non-UC Davis staff), a user ID and password log-in system will be managed by our Compass help staff.
