GRACE · Module 7 · Project Kickoff

Session Home › Additional References

Everything below already sits somewhere on the course site or is named by it. Start with the pages that exist. The second and third tables record what this session needs and does not yet have, so nothing here has to be guessed at in the room.

Already on the site

Read these before the session. Each one carries part of what the hour assumes.

Resource	What it carries
Finance Field Guide, Module 3	The pre-bill deadline, the four quality criteria, days to cash, and the collections rhythm.
Module 3 Overview, Project Finance 2	The standards table: pre-bill by the 25th, invoice out by the 7th, system of record BST.
AR and Collections Policy	The escalation ladder by day count, and who acts at each stage.
Reading the BST11 Dashboard	The aging bands and the panels a principal opens first.
Module 2 Quick Reference	The phase that reads red inside a project that reads green.

Named by the course and not yet built

Each of these is referenced somewhere in the program as though it exists. None of them does.

Resource	Status
BST Pre-Bill Review Guide	A tool link in the lifecycle map with no destination and no content.
The Bills inquiry	Named as the screen to use instead of View Prebills in Draft, and never shown.
Approval authority limits	Approving consultant invoices within authority, with no authority stated.
Standard Dashboard Explainer, Finance	Listed as a Module 9 resource and marked in production.

Open items for this session

These are the answers Grace supplies to turn this session from a map into a procedure.

Open item	What is needed
The Bills inquiry	The right-click menu says to use the Bills inquiry instead of View Prebills in Draft, and the course never shows the Bills inquiry, never explains why it is preferred, and never gives a path to it. This is the single largest gap in the session, since it is the screen the whole review runs on.
The correction path for a wrong line	Nothing on the site states what a project manager does when a pre-bill line is in the wrong phase, carries the wrong description, or exceeds the consultant agreement. Grace supplies the correction action and the person who performs it.
Approval authority limits	The responsibility matrix asks a project manager to approve consultant invoices within authority. No dollar limit, no threshold, and no escalation point appears anywhere on the site. Grace supplies the limits.
The BST Pre-Bill Review Guide	Listed as a tool link in the Construction Administration phase of the lifecycle map, with no destination and no content anywhere. Attaching it to this session would close a documented gap.
The consultant pre-bill date	The 20th is flagged in the course as illustrative and to be confirmed per agreement. Grace confirms the date against the executed consultant agreements before the cohort is taught to work to it.
The days to cash benchmark	The industry figure of around 70 days is flagged as illustrative and to be confirmed in BST. Grace supplies its own current firm-wide figure so the cohort measures against something real.

The Session Overview explains why each gap matters. The Quick Reference carries what is settled.