F.8.1 Draft: Select Settled CDs and Enter Settled Values

Description

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

 

Outcomes

Once a Change Order is initiated and submitted, it moves to the Responsible Individual in the Settled state.

 

Detailed Steps

 

Step 1: Log in to NexGEN.

 

  1. Select Contract Management on Navigation Pane to expand.

  2. Click Change Orders.

  3. Click Create Change Order.

 

Step 2: Create Change Order.

  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 Change Order.

  1. Type Document Title in the field.

  2. Select Attraction from list.

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

  2. Type Scope in the field.

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.

 

Step 4: Select Contract Directive.

A.     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 Change Order.

A.     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.

 

Step 6: Enter SOV Details

  1. Toggle SOV Complete Yes or No.

If SOV Complete is toggled to Yes it will skip Pending SOV State.

If SOV Complete is toggled to No it will enter Pending SOV State where the Responsible Individual and Vendor if participating can do any final edits to the SOV.

  1. Select Tax Detail from list.

  2. Enter the Settled Value.

 

 

Step 7: Attach a document, sketch, or URL (if applicable).

 

A.     Click ADD ATTACHMENTS.

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

C.     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.

A.     Click Workflow.

B.     Select Set to Settled.

 

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

D.     Click Execute.