D.3a.1 Draft: Pre-Cap/CAR/CAR Correction/Supplemental Populate Document per the Estimate

 

 

Description

Lead Finance and Project Estimating transforms the estimate based on the Program and Procurement Strategy to a WBS/CBS structure to manage scopes of work and their execution strategy.

 

The Budget Approval Record Reconciliation Form should be used after a Pre-CAP or CAR document has been Approved (ie the second or succeeding Pre-CAP or CAR Correction).  Click here to download.

 

 

 

 

Detailed Steps

 

Step 1: Log in to NexGEN.

 

  1. Select Budget Management.

  2. Click Budget Approvals.

  3. Click Create Budget Approval button.

 

  1. Select/verify a Program.
  2. Select/verify a Project.
  3. Click Create

 

Step 2: Complete all required fields.

  1. Type a Document Title.

  2. Select an Budget Type.

  1. Select a Estimate Type Phase.

  2. Select Attraction.

 

You can Import Rows using the Bulk Paste options from Excel/Spreadsheet to NexGEN.

 

 

  1. Click Create Row to add lines.     

  2. Select WBS from the list.

  3. Type a This Request amount.

  4. Type Hours in the field (Optional).

  5. Type in Current Target or CAR in the field (May be Optional).

  6. Type Total Spend Authorized in the field (May be Optional).

  7. Type in Comments in the field (Optional).

 

You must select the Bulk upload option or the + Create Row to add Manually.  You can not use both.  Click here for Bulk Paste Option.

 

Step 3: Save the Budget Approval.

  1. Click .

 

If you have not yet completed the Budget Transfer, you can 'Save' without submitting and complete the form at a later time.

 

Step 4: Attach a Approval Attachment.

  1. Click Approval Attachment.

  2. Select the file to attach (Holding down Ctrl to select multiple attachments).

  3. Click Open to attach the document.

 

Step 5: Submit the Budget Approval.

  1. Click Workflow

  2. Select Set to Submitted from the list.

Information here :Selecting Cancel will cancel the Budget Approval and set document to superceded state.

 

  1. Type a message in the Message (optional).

  2. Click Execute.