F.8.4.4 PM Review: Approval of Scope/Schedule/Funding Source

 

Description

Project Manager reviews Change Order. Project Manager workflows an approved Change Order to Other Signee(s) based on Signature Authorization matrix. If Change Order is not approved, it is submitted back to the Contract Administrator.

 

Outcomes

Once a Change Order is submitted by the Project Manager it moves to the Other Signee(s) in the LOA: Finance state.

The levels of authority (LOA)  approval is based on single Change Order document value.

The levels of authority (LOA) will workflow based on the contract type and distribution list.

Click to see the Portfolio Procurement Approval Matrix.

 

Detailed Steps

 

Step 1: Log in to NexGEN

 

Referencesattachments_Header_Bar

Step 2: Review any attachments included with the Change Order.

  1. In References and Attachments section Click download icon to download the Invoice file.

You can Click Open or Save to review the attachments.

 

 

Step 3: Approve the Change Order Payment.

  1. Click Workflow.
  2. Select Enter LOA.

 

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

  2. Click Execute.

The Project Manager can reject the Change Order by choosing Return to Approved state back to the Contract Administrator.

If Project Manager has LOA permission level it will skip LOA-Project Manager State.