N etLink II User Guide PCO Module

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NetLink II User Guide PCO Module

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1. Name and access level

2. The “Red Bar”

3. Project Modules

4. Project search options

5. Search entry field

6. Timeout countdown

MAIN SCREEN AT START UP

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Enter the project number on the main search. For project name and number wi l l populate below.

Locate the Potential Change Orders module on the left gray bar.

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ENTER PROJECT NUMBER

Potential Change Order information wi l l be entered in three tabs shown at the top of the screen:

1. AE Estimate

2. Contractor Estimate

3. Pending Change Order

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PCO MODULE

Here is an example of data entered on the AE Estimate tab.

This information is completed by the AE or CM.

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PCO MODULE

Here is an example of data entered on the Contractor Estimate tab.

This information is completed by the AE or CM.

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PCO MODULE

Here is an example of data entered on the Pending Change Order tab.

This information is completed by the Contracts Administrator.

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PCO MODULE

To enter a new PCO (and you have already cl icked on an exist ing record) you wi l l need to cl ick on the Clear Potential CO red button at the bottom of the screen. This wil l clear al l the previous Potential CO Information.

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PCO MODULEAE ESTIMATE TAB

AE or CM enters the PCO date and the PCO number.

Next cl ick on the PCO type drop down menu and select the appropriate type.

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PCO MODULEAE ESTIMATE TAB

Next cl ick on the PCO reason drop down menu and select the appropriate reason.

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PCO MODULEAE ESTIMATE TAB

Next cl ick on the Cost Basis drop down menu and select the cost basis.

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PCO MODULEAE ESTIMATE TAB

Next cl ick on the Budget Category drop down menu and select the appropriate budget category.

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PCO MODULEAE ESTIMATE TAB

Next enter the PCO est imate amount and the date the PCO was est imate .

I f i t i s ant ic ipated that the change wi l l rev ise the construct ion complete date the new date should be entered in the Revised Pr j Complet ion sect ion.

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PCO MODULEAE ESTIMATE TAB

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Now you wi l l need to scrol l down to the lower section of the page and complete the Keywords (wi l l show in the search results at the top of the screen), the Descript ion, and the Justification. Al l fields are required.

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PCO MODULEAE ESTIMATE TAB

After the keywords, description and just ification is entered cl ick on the Save as New Potential CO.

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PCO MODULEAE ESTIMATE TAB

I f any changes are needed on the PCO cl ick on any of the penci l icons and make the appropriate change. Once changed cl ick on the Update Potential CO button.

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PCO MODULEAE ESTIMATE TAB

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I f the PCO is a Change Directive (aka Field Work Order) you wil l be able to print the Change Directive (FWO) form here.

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PCO MODULEAE ESTIMATE TAB

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Move to the next tab to complete the Contractor Est imates . Once the Contractor has provided the AE wi th thei r pr ic ing the informat ion is entered here .

Not ice that the PCO No. h ighl ighted on the AE Est imate tab carr ies over to this tab in the PCO Detai l Informat ion sect ion.

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PCO MODULECONTRACTOR ESTIMATES

Cl ick on the Contract drop down menu and select the appropriate contract.

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PCO MODULECONTRACTOR ESTIMATES

Next entered the amount the contractor has quoted for the PCO work and the date the contractor provided the quote.

Then c l ick the Save as New PCO Detai l red button.

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PCO MODULECONTRACTOR ESTIMATES

I f any changes are needed on the PCO cl ick on any of the penci l icons and make the appropriate change. Once changed cl ick on the Update PCO Detai l red button.

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PCO MODULECONTRACTOR ESTIMATES

From this screen you can pr int the Change Order form (you may need to use the scrol l bar on the r ight) .

Print the Change Order, attach appropriate back up documentat ion, s ign the change order, and route to the contractor for s ignature.

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PCO MODULECONTRACTOR ESTIMATES

Once the contractor returns the signed change order the AE or CM wil l scan the change order and email i t to the appropriate Contracts Administrator.

The CA wi l l complete the processing and return approved change orders to the Contractor, AE, CM ( if appl icable) and Project Manager.

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PCO MODULEAE AND CONTRACT

ESTIMATES COMPLETE

The following section is for Contracts Administrator use only.

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PCO MODULECONTRACTS

ADMINISTRATORS

The PCO needs to be created prior to moving on to the Pending Change Order tab.

First check the box in the PCO Detai l Search Results sect ion.

Next hit the red Create a Pending CO button.

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PCO MODULE

Once the red Create a Pending CO button is selected the system wi l l move you to the Pending Change Order tab.

Enter the dates here and hit the red Update Pending CO button.

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PCO MODULE

Print the Change Order Routing Sl ip and route for signature.

Once signed update the PM and DOP dates and hit the Apply Pending CO red button.

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PCO MODULE

Entering the Funding.

For local funded projects the PO number wi l l populate, as well as the funding source for the Design and FOD fee.

For state funded projects the PO number wi l l be pending.

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PCO MODULE

When complete hit the red Create Change Order button.

I f a l l goes wel l you wil l receive a dialog box stating that the change order has been appl ied.

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PCO MODULE