WFL EE Responsibilities
| Task | In-House Projects | A/E Projects |
|---|---|---|
| Request project to be created in Masterworks | P6 New Project Request | P6 New Project Request |
| Enter data into Masterworks-0005 Form (using P6 project request) some fields will remain blank and will be completed by the PM | Admin Assistant | Admin Assistant |
| Complete the Masterworks-0005 Form (any open project information fields and project manager approval | PM | PM |
| Create Project in Masterworks | Admin Assistant | Admin assistant |
| Input estimate information, including account codes, i.e., CON1, CON2. Coordinate with the PM to determine how to split the funding among the bid items. | Designer | A/E |
| Request user access (AE projects only) | - NA - | A/E |
| Add A/E staff to Masterworks project teams | - NA - | Admin Assistant |
| Add project specific pay items | Designer | A/E |
| Create Summary of Quantities table from Masterworks | Designer | A/E |
| Create Engineer s Estimate | Designer | A/E |
| If the project has multiple funding sources, validate the number of account codes on the PR is equal to the number of accounts (i.e., CON1, CON2) entered in Masterworks. | Designer | A/E
QC by Admin Assistant
|
| Compare PDF of Engineer s Estimate to Masterworks version before promoting to Acquisitions to make sure bottom dollar amount matches | Designer | A/E
QC by Admin Assistant
|
| Resolve discrepancies between Masterworks and PDF version | Designer | PM and A/E |
| Promote Masterworks project to Acquisition | Designer | Admin assistant |
| Resolve Masterworks technical questions | Ninh Phan | Ninh Phan |
Last updated: Tuesday, December 9, 2025