D.4.1.1 Draft: Reallocation of Authorization Between WBS and NWA on a PWA

Description

Studio Finance or Project Finance creates a new Net Zero to reallocate the authorized funds between cost codes within one authorization as long as the total value nets to zero dollars.

 

Outcomes

PWA Net Zero Document is approved.

Net Zero can not cross sub-projects in a PWA.  If this is required a PWA-R using the JFC process is required.

Unit Price can be adjusted to average as needed.

The sum of all line items must equal to zero. (Values can be entered in negative amount.)

The WBS and Network Activities within the selected PWA and the Division Reserve Account will be available.

A new Network Activity can be added that is associated to a WBS in the PWA that is not part of another PWA/Series.

The document must be saved first before supporting Documents can be attached.

 

Detailed Steps

 

Step 1: Log in to NexGEN.

 

Step 2: Create a Net Zero PWA (Directive).

  1. Click Change Management on Navigation Pane.

  2. Click Net Zero.

 

  1. Click .

  2. Select or verify Project Information and Click Create.

 

 

Step 3: Complete all required fields on the PWA.

  1. Enter Document Title in the field.

 

  1. Enter Scope of Change in the field.

  2. Enter Reason for change in the field.

  1. To add a row in SOV table, click on .

  2. Select WBS from list.  When a WBS is selected it will filter the Network Activity based on the selected WBS.

  3. Select Network/Activity (Optional).

  4. Select a Cost Center from the list. (Optional) If Cost Center is selected Labor Rate will auto populate per the Cost Center current standard Labor Rate.

  5. Enter Hours and Labor Rate if there is a Cost Center selected (This will override the Cost Center Labor Rate).

  6. Enter OE Amount.

 

 

If entering multiple Line Items.  Recommended to use the import functionality Click here .

 

  1. Click .

 

Step 4: Attach a document or sketch (if applicable).

  1. Click ADD ATTACHMENTS.

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

  3. Click Open to attach the document.

 

 

Step 5: Approve the Net Zero Document.

  1. Click Workflow.

  2. Select Set to Approved.

 

  1. Click Execute.