F.8.1.1 Draft: Select Settled CDs and Enter Unilateral Settled Values

Description

The Project Estimator creates the Change Order Lean with CD and bundles settled CDs and adds attachment(s), as required.

 

Outcomes

Once a Change Order Lean with CD  is initiated and submitted it is Workflowed to the Responsible Individual in the Settled state.

 

Detailed Steps

 

Step 1: Log in to NexGEN.

  1. Click Contract Management on Navigation Pane to expand.

  2. Click Change Orders.

  3. Click the Actions Drop Down List..

  4. Select Create Change Order (Lean With CD).

If you are a Project Estimator with only access to one of any of the selections your data will auto populate.

The auto populate will be based on the selection in the Project Pick List.

 

Step 2: Create Lean Change Order with CD.

  1. Select/Verify Program from the list.

  2. Select/Verify Project from the list.

  3. Select/Verify Sub Project from the list.

  4. Select/Verify Contract from the list.

  5. Click Create

 

Please note that this contract dialog box filters on existing Contract that are not in Closed Out state.

Please note that this dialog box filters Contracts in Contract Generation stage however Change Orders can not be Workflowed past Draft state.

If you don't see the Contract Directives you expect, ensure that the Contract Directive and the JFC are in ready to be settled state.

 

Step 3: Complete all required fields on the Lean Change Order with CD.

  1. Type Document Title in the field.

  2. Select Attraction from list.

  3. Select Scheduled Start from date picker. (Optional)

  4. Select Scheduled Completion from date picker.(Optional)

  5. Verify Close Out yes or no.

If Close Out is selected Yes it will cancel all pending JFC/CDs.

All Invoices and Contract balance must be $0.00 to Workflow Close Out.

If distribution list is used select correct attraction.

 

 

  1. Type Scope in the field.

 

Step 4: Select Contract Directive.

  1. Select any Directive that have or will be settled for this Change Order. This selection pre-populates the SOV Line Item Detail.

 

Step 5: Save the Lean Change Order with CD

  1. Click

The Change Order will not save if there are any errors, but will succeed after selecting ok if there are warnings.  

If you have not yet completed the Change Order, you can Save as draft without submitting and complete at a later time

 

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Step 6: Enter SOV Details

  1. Select Tax Detail from drop-down list.

  2. Enter the Settled Value.

  3. Further breakdown can be entered by clicking Create Rows button.

 

Step 7: Attach Executive Approval document.

  1. Select Approver from drop-down list.

  2. Select Date from date picker.

  3. Click Approval Attachment.

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

  5. Click Open to attach the document.

 

Step 6: Attach a document, sketch, or URL (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.

The attachments will not be visible by default to the Vendor.  If they need to be, you will need to unlock the eye icon on the attachment. Visible to Vendor or Not Visible.

 

 

Step 8: Submit the Change Order.

  1. Click Workflow.

  2. Select Set to Settled.

 

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

  2. Click Execute.