D.7.2.4 Funding/WBS Assignment: Line Item Detail WBS/Funding Assignment.

Description

Studio Finance determines the WBS Funding type and confirms type and cause of change.

 

Outcome

Once the line items on a PWA JFC are updated by the Division Finance or Project Finance.  PWA JFC, will be workflowed to the Project Manager, it moves from the Funding/WBS Assignment to PM Review.

 

Detailed Steps

 

Step 1: Accessing NexGEN.

 

 

Step 2: Complete all required fields under SOV Data.

  1. Select the WBS from the list.

  2. Select Network Activity from the list. (Optional)

  3. Select Cost Center from the list. (Optional)

  4. Enter Labor Rate.  If Cost Center is selected Labor Rate will auto-populate per the Cost Center current Standard Labor Rate.

  5. Enter Hours in the field.

  6. Adjust Cause of Change if applicable.

  7. Adjust Contingency Amount in the field as needed or click Contingency Amount box to open window.

  8. Select Contingency Code from the list.

If there are multiple Contingency Codes on the project Click to add additional rows which allows contingency to allocate at a lower level.

The Studio Finance, and Project Finance can modify the details of the line item that the RI has entered or enter new rows.

To delete a row right click in any non-drop down column and Click Delete Row.

 

 

Step 4: Workflow JFC.

  1. Click Workflow.

  2. Select Set to PM Review.

 

  1. Type a message in the Message field to include in the Email notification (optional).

  2. Click Execute.