IBM TRIRIGA 11.6: Capital Projects

Overview

This course provides learners with the essential skills to manage the full lifecycle of capital projects using IBM TRIRIGA. Participants will learn how to create project records, allocate funding, develop budgets, schedule tasks, manage documentation, and oversee project phases through TRIRIGA’s integrated tools and dashboards. The course also covers procurement processes, including creating bid packages, analyzing vendor responses, and managing contracts, invoices, and payments.

Throughout the course, learners will gain experience with project quality control, risk management, meeting documentation, and project closeout procedures. Participants will be able to streamline project planning, execution, and collaboration, ensuring projects are completed on time, within budget, and aligned with organizational objectives.

Through a series of hands-on exercises, learners will practice creating and managing capital projects in IBM TRIRIGA, including setting up user roles, project templates, funding allocations, budgets, schedules, and document management. Participants will develop skills in managing project procurement processes such as bidding, awarding contracts, tracking invoices, and releasing payments. 

By the end of this course, learners will be proficient in using IBM TRIRIGA to create, manage, and oversee capital projects from initiation through closeout.

Audience

This course is intended for professionals responsible for planning, managing, and delivering capital projects within their organizations using IBM TRIRIGA, including system administrators and application consultants who are involved in configuring TRIRIGA to support capital project workflows, budget management, procurement, and reporting requirements.

Prerequisites

Objective

• Explain an IBM TRIRIGA comprehensive solution
• Describe the Capital Projects process
• List some of the processes and tools that are used to plan and manage capital projects tasks
• Explain how to manage programs in IBM TRIRIGA
• Create a Capital Project record
• Create and manage budget changes and budget transfers
• Use the Gantt chart to group tasks
• Manage Design Documents
• Explain how to reiew, compare, and analyze vendor bids
• Describe how contracts are managed in IBM TRIRIGA
• Demonstrate how to create checklists and track compliance
• Explain the project closeout process
• Organize, edit, and track project tasks and timelines

Course Outline

Course Introduction

Unit 1: Capital Projects - TRIRIGA Introduction

Unit 2: Program and Project Management in IBM TRIRIGA Capital Projects

Unit 3: Capital Projects - Program and Project Management Setup

Unit 4: Capital Projects - Program Management and Funding

Unit 5: Capital Projects - Capital Project Records

Unit 6: Capital Projects - Project Budgets

Unit 7: Capital Projects - Project Schedule

Unit 8: Capital Projects - Document Management

Unit 9: Capital Projects - Bid Process

Unit 10: Capital Projects - Cost Management

Unit 11: Capital Projects - Project Quality Control

Unit 12: Capital Projects - Project Invoicing and Closeout

Unit 13: Capital Projects - Capital Project Hub