D1.9: Populate, Submit & Update Cost Plan(s)

Description

Design Services Producer will populate and submit the Cost Plans.

Detailed Steps

Step 1: Log in to Clarity.

Step 2: Select Project.

1. Click Design Services Icon.

2. Click Project that you want to populate/update Cost Plan.

Step 3: Update Cost Plan.

1. Select Financials Tab.

2. Select Budget View.
3. Click Design Services Cost Plan.

4. Click the three vertical dots.

5. Select Populate from Allocations.

Step 4: Enter OE.

1. Select the Transaction Class to add OE to.

2. Click Create Detail Row.

3. Enter Description for OE.

4. Click Create.

5. Enter Allocation for OE.

Step 5: Re-send Estimate.

1. Click Ideas icon.

2. Select Basic Idea View.

3. Select Idea to send estimate for.

4. Click Actions button drop-down list.

5. Click Send Estimate.