To route the record from the Quote Preparation step:
- Go to your project. Ensure that you are in the User mode.
- Click on Tasks.
- From the Tasks log:
- Select the task you want to work with, and click
> Open. You can also double-click on a task to open it.
The view-only form displays all fields on the record.
- The Upper Form contains project information, including the record number and title.
- The Task Details section displays who sent the record, who can take action on the record, who was copied on the record, the step to which the record was sent, the task due date, the task status, and in Classic View, any task notes. You cannot make changes to the Action form when you are on the Approval step.
- You can add Task Notes for the next step, but you cannot view previous Task Notes.
- If you want to revisit Task Notes from the previous step, you must undo Accept Task via Actions > Undo Accept Task.
- Select the task you want to work with, and click
- In the Summary Items section click Add.
- Select Lump Sum to enter a Change Order as a lump sum amount.
- Select Unit Cost to enter Change Order separately for each item. You can only enter item quantity and item unit cost.
- Select Modify Committed Line item to make changes to an existing Budget Items line item. From the Commit Line Item Picker Window select a line item and click Select.
- Complete the Line Items form according to the Line Items table below.
- Click Add Cost.
- Select a cost code to associate with this cost item and click the Select button. You can distribute the total amount across multiple cost codes. Click the Add Remaining button to add the remaining amount to a cost code.
- Click Save to save the Line Item. Unifier automatically calculates the aggregate value of the line items and displays the amount in Total Amount at the bottom of the record as well as in the Amount field in the upper form.
- Click OK (if using the Line Item form), or Save (if using the grid) to save the form. The Line Items form closes.
- Click Workflow Actions and select from one of the following options:
- Clarify – this action will send the record to Clarification step in Clarification_Needed status.
- Decline – This selection will send the record to the Review step in Declined_to_Respond status
- Submit Quote - This selection will send the record to Review step in Potential_CO status
- In Action Details, select who should receive the record.
- Click To... The User/Groups picker opens that shows a list of available task recipients.
- Select the user or group who will receive the task on the Approval step.
- Click Add.
- Click OK. The User/Group picker closes and the selection appears in the To field. Upon sending, the record will appear in the recipients Tasks log.
- (Optional) Click Cc... and follow steps a - d. The record will appear in the recipients Notifications log.
- Click Send to route the record.
Line Items
In this field | Do this |
|---|---|
Cost Line Item Type | This is auto-populated based on the Line Item Type you selected. |
Short Description* | This is a required field - Enter a brief description of the item specified on the line item. |
Spend Category | Select a category from the drop-down menu. |
Item Quantity* | This is a required field if the Cost Line Item Type is Unit Cost. Enter the number of items specified on the line item. |
Unit of Measure* | Select the Unit of Measure for the item specified on the line item line item |
Item Unit Cost* | This is a required field if the Cost Line Item Type is Unit Cost. Enter the price of the item specified on the line item. |
Amount | If the Cost Line Item Type is Lump Sum, then enter the total amount for this line item. |
Change Order # | This field is auto-populated with the change order number. |
Reference | This is a read-only field. It references a potential change order. |
Consolidated? | This is a read-only field. It displays if the potentials changes have been consolidated. |
Costed Quantity | This a read-only field. |
Not costed Amount | This a read-only field. |
Costed Amount | This a read-only field. |
Not Costed Quantity | This a read-only field. |
P6 Activity | Select a P6 activity associated with this item. |
P6 Planned Cost | This read-only field is based on the selected P6 activity. |
P6 Planned Start | This read-only field is based on the selected P6 activity. |
P6 Planned Finish | This read-only field is based on the selected P6 activity. |
Contract No | This is a read-only field. It displays the contract number. |
Contract Name | This is a read-only field. It displays the contract name |
Change Order | This is a read-only field. |