Transcript NetLink II User Guide for Contracts Administrators

NetLink II User Guide
PCO Module
1
MAIN
SCREEN AT
START UP
1. Name and
a c c e s s l ev e l
2 . T h e “ Re d
Bar”
3. Project
M o d ul e s
4. Project
search
options
5. Search
entr y field
6 . T i m e o ut
c o u n t d own
2
ENTER
PROJECT
NUMBER
E n te r t h e
project number
on the main
s e a r c h . Fo r
project name
and number
w i l l p o p ul a te
b e l ow.
L o c a te t h e
Po te n t i a l
Change Orders
m o d ul e o n t h e
l e f t g r ay b a r.
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PCO
MODULE
Po te n t i a l
Change Order
information will
b e e n te r e d i n
three tabs
shown at the
to p o f t h e
screen:
1 . A E E s t i m a te
2 . C o n t r a c to r
E s t i m a te
3 . Pe n d i n g
Change
Order
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PCO
MODULE
Here is an
ex a m p le o f
d a t a e n te r e d
on the AE
E s t i m a te t a b .
This
information is
c o m p l ete d b y
the AE or CM.
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PCO
MODULE
Here is an
ex a m p le o f
d a t a e n te r e d
on the
C o n t r a c to r
E s t i m a te t a b .
This
information is
c o m p l ete d b y
the AE or CM.
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PCO
MODULE
Here is an
ex a m p le o f
d a t a e n te r e d
o n t h e Pe n d i n g
Change Order
tab.
This
information is
c o m p l ete d b y
the Contracts
A d m i n i s t r a to r.
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PCO
MODULE
A E E S T I M AT E
TA B
To e n te r a n ew
P C O ( a n d yo u
h av e a l r e a d y
c l i c ke d o n a n
ex i s t i n g r e c o r d )
yo u w i l l n e e d to
click on the
C l e a r Po te n t i a l
C O r e d b u t to n
a t t h e b o t to m
of the screen.
This will clear
a l l t h e p r ev i o us
Po te n t i a l C O
Information.
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PCO
MODULE
A E E S T I M AT E
TA B
AE or CM
e n te r s t h e P C O
d a te a n d t h e
P C O n u m b e r.
N ex t c l i c k o n
the PCO type
drop down
menu and
select the
a p p r o p r i a te
t y p e.
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PCO
MODULE
A E E S T I M AT E
TA B
N ex t c l i c k o n
the PCO reason
drop down
menu and
select the
a p p r o p r i a te
reason.
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PCO
MODULE
A E E S T I M AT E
TA B
N ex t c l i c k o n
the Cost Basis
drop down
menu and
select the cost
basis.
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PCO
MODULE
A E E S T I M AT E
TA B
N ex t c l i c k o n
t h e B u d g et
C a te g o r y d r o p
down menu and
select the
a p p r o p r i a te
b u d g et
c a te g o r y.
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PCO
MODULE
A E E S T I M AT E
TA B
N ex t e n te r t h e
P C O e s t i m a te
amount and the
d a te t h e P C O
w a s e s t i m a te .
If it is
a n t i c i p a te d
that the change
w i l l r ev i s e t h e
c o n s t r uc t i o n
c o m p l ete d a te
t h e n ew d a te
should be
e n te r e d i n t h e
Rev i s e d P r j
C o m p let i o n
section.
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PCO
MODULE
A E E S T I M AT E
TA B
N o w yo u w i l l
n e e d to s c r o l l
d o w n to t h e
lower section
of the page and
c o m p l ete t h e
Key wo r d s ( w i l l
show in the
search results
a t t h e to p o f
the screen), the
D e s c r ip t i o n ,
and the
J u s t i fi c a t i o n .
A l l f i e l ds a r e
required.
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PCO
MODULE
A E E S T I M AT E
TA B
A f te r t h e
key w o r d s ,
d e s c r i p t i on a n d
j u s t i fi ca t i o n i s
e n te r e d c l i c k
o n t h e S av e a s
N ew Po te n t i al
CO.
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PCO
MODULE
A E E S T I M AT E
TA B
I f a ny c h a n g e s
are needed on
the PCO click
o n a ny o f t h e
pencil icons
a n d m a ke t h e
a p p r o p r i a te
change. Once
changed click
o n t h e U p d a te
Po te n t i a l C O
b u t to n .
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PCO
MODULE
A E E S T I M AT E
TA B
If the PCO is a
Change
D i r e c t iv e ( a ka
F i e l d Wo r k
O r d e r ) yo u w i l l
b e a b l e to p r i n t
the Change
D i r e c t iv e ( F WO )
form here.
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PCO
MODULE
C O N T RAC TOR
E S T I M AT E S
M o v e to t h e n e x t
t a b to c o m p l e t e
the Contractor
Estimates. Once
the Contractor
has provided the
AE with their
pricing the
information is
e n te r e d h e r e .
Notice that the
PCO No.
h i g h l i g h te d o n
the AE Estimate
tab carries over
to t h i s t a b i n
the PCO Detail
Information
section.
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PCO
MODULE
C O N T RAC TOR
E S T I M AT E S
Click on the
Contract drop
down menu and
select the
a p p r o p r i a te
c o n t r ac t .
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PCO
MODULE
C O N T RAC TOR
E S T I M AT E S
N ex t e n te r e d
t h e a m o un t t h e
c o n t r ac to r h a s
q u o te d f o r t h e
PCO work and
t h e d a te t h e
c o n t r ac to r
p r o v i de d t h e
q u o te .
Then click the
S av e a s N ew
P C O D et a i l r e d
b u t to n .
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PCO
MODULE
C O N T RAC TOR
E S T I M AT E S
I f a ny c h a n g e s
are needed on
the PCO click
o n a ny o f t h e
pencil icons
a n d m a ke t h e
a p p r o p r i a te
change. Once
changed click
o n t h e U p d a te
P C O D et a i l r e d
b u t to n .
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PCO
MODULE
C O N T RAC TOR
E S T I M AT E S
Fr o m t h i s
s c r e e n yo u c a n
print the
Change Order
f o r m ( yo u m ay
n e e d to u s e t h e
scroll bar on
the right).
Print the
C h a n g e O r d e r,
attach
a p p r o p r i a te
back up
d o c ume n t a t i o n ,
sign the
c h a n g e o r d e r,
a n d r o u te to
t h e c o n t r a c to r
f o r s i g n a t ur e .
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PCO MODULE
AE AND CONTRACT ESTIMATES
COMPLETE
Once the
contractor
returns the
signed change
order the AE
or CM will
scan the
change order
and email it to
the
appropriate
Contracts
Administrator.
The CA will
complete the
processing
and return
approved
change order s
to the
Contractor, AE,
CM (if
applicable)
and Project
Manager.
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PCO MODULE
CONTRACTS ADMINISTRATORS
The following
section is for
Contracts
Administrator
use only.
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PCO
MODULE
The PCO needs
to b e c r e a te d
p r i o r to m o v i n g
o n to t h e
Pe n d i n g
Change Order
tab.
First check the
b ox i n t h e P C O
D et a i l S e a r c h
Re s u l t s
section.
N ex t h i t t h e r e d
C r e a te a
Pe n d i n g C O
b u t to n .
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PCO
MODULE
Once the red
C r e a te a
Pe n d i n g C O
b u t to n i s
s e l e c te d t h e
s y s te m w i l l
m o v e yo u to
t h e Pe n d i n g
Change Order
tab.
E n te r t h e d a te s
here and hit
t h e r e d U p d a te
Pe n d i n g C O
b u t to n .
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PCO
MODULE
Print the
Change Order
Ro u t i ng S l i p
a n d r o u te f o r
s i g n a t ur e .
Once signed
u p d a te t h e P M
a n d D O P d a te s
and hit the
A p p l y Pe n d i n g
C O r e d b u t to n .
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PCO
MODULE
E n te r i n g t h e
Fu n d i n g .
Fo r l o c a l
f u n d e d p r o j ec t s
the PO number
w i l l p o p ul a te ,
as well as the
funding source
for the Design
a n d FO D f e e .
Fo r s t a te
f u n d e d p r o j ec t s
the PO number
w i l l b e p e n d i ng .
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PCO
MODULE
W h e n c o m p l ete
hit the red
C r e a te C h a n g e
O r d e r b u t to n .
If all goes well
yo u w i l l r e c e i ve
a d i a l o g b ox
stating that the
change order
has been
applied.
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