D.7.2.1 Draft: Description of Overall Change, WBS and Recommended Type/Cause of Change

Description

PWA JFCs are created and workflowed to the Studio Finance, and Project Finance.

 

Outcome

Once JFC is submitted by the RI to the PE/PF, it moves from the Draft to Funding/WBS Assignment state.

 

Detailed Steps

Step 1: Log in to NexGEN.

 

  1. Select Change Management on Navigation Pane to expand.

  2. Click PWA JFCs.

 

  1. Click .

Change Management is done by sub-projects only.  A new sub-project can not be added to the PWA using this process.

The PWA must be in the Approved state prior to a Change (PWA JFC) available to create.

 

Step 2: Complete all required fields in Select Context area.

  1. Select/verify Org from the list.

  2. Select/verify Program from the list.

  3. Select/verify Project from the list.

  4. Select/verify Sub Project from the list.

  5. Select/verify Vendor from the list.

  6. Select/verify Contract (PWA) from the list.

  7. Click Create

 

 

Step 3: Complete all required fields.

  1. Enter the Document Title in the field.

  2. Select Schedule Completion from the date picker.

 

  1. Enter Scope of Change and Impact to Schedule/Contract Time/Programme Contemplated in the field.

  2. Enter Reason in the field.

 

  1. Select WBS from the list.

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

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

  4. Enter in 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. Select Cause of Change from the List.

  7. Adjust Contingency Amount as needed. Click Contingency Amount box to open window,

  8. Select Contingency Code from the list.

.

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

The RI must enter at least 1 line item before workflowing on the SOV data.

Type and cause will default to Planned Work if assigned budget is used.

Performing Contract/Studio can be changed to another individual.

Responsible Individual/Studio can be changed to another individual.

 

 

Step 4: Save the JFC.

  1. Click .

 

Step 5: Attach a References/Attachments (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 6: Submit the JFC.

  1. Click Workflow

  2. Select Set to Funding/WBS Assignment from the list.

 

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

  2. Click Execute.