IBM TRIRIGA Capital Projects

ValuD Course Code: VTA521
IBM Reference Code: TA521
Duration: 3 Days

Discount For Groups Available


This course is designed to educate participants about the IBM TRIRIGA Capital Projects module, which manages the entire lifecycle of capital projects including project initiation, cost code set up, programs, funding sources, budgets, procurement and bidding process, task management, and the day-to-day tracking and closure of projects.

  • Overview of the Capital Projects Module and how each component fits into the overall processes
  • Project Setup including setting up cost code structures, templates, as well as how to leverage the TRIRIGA Project Container
  • Setup a Project/Program/Funding Hierarchy to track how funds are distributed and utilized. Including project and cost rollups
  • Project budgets including setting up the budget and how to manage transfers and forecasting
  • Tasks and Gantt Chart Management, including the integration available for MS Project. Parent/Child Tasks, Milestones, Dependencies, and critical path management
  • Document Management within a Project including how to organize all projects, upload and keep all documents/revisions/approvals needed in a project
  • Project procurement including managing the bid and Request for Quote process, setting up standard contracts; purchase orders, change orders, and receipts
  • Project performance including managing issues and changes, document management, maintaining a daily journal, tracking meetings, correspondence, progress reports, documenting reviews and inspections, RFIs/Submittals, cost code rollups, and cost reports
  • Project Invoicing including how to manage the process with vendors who can login, as well as processing Standard Contract/Purchase Order Invoices