Opening a Base Record Business Process from Commitment Funding Sheet Log

<Base Commit Record Name BP> tab

Information about the Base Record. For example, if the Base Record is Contracts, the Contacts tab will have the following blocks providing details:

• General
• Contract Information
• Contract Summary
• Change Orders
• Vendor Information

Attachments tab

Lists any files that are attached to this Base Record.

Comments tab

To post or read existing comments, in text format. It also enables you to upload files by accessing either a location on your computer (Browse), or by accessing the Document Manager and selecting a file from the Project Documents.

If you select the Browse option, you have the option to include reference files and:

• Upload from My Computer
• Auto-resolve from Documents as Dynamic Links
• Auto-resolve form Documents as Static Links
• Revise automatically if file with same name exists

Linked Records tab

To access any records that are linked to this Base Record.

Linked Mail tab

To access any emails that are linked to this Base Record.

Workflow Progress tab

This tab enables you to:

• See the Base Record Title, Record Number, Current Step, and BP Setup Used.
• See or print the Workflow Progress - Graphic.
• Filter by Visited Steps or All Steps.
• Review details for all of the steps taken such as the:
  • Step Name
  • Assignee
  • Company
  • Status
  • Action
  • Completion Date

Audit Log tab

To see a record of all of the actions that have been taken on the Base Record. The following are captured in the Audit Log window:

• Date
• Event
• Action
• Field
• Old Value
• New Value
• User Name
• Proxy User
• Attachment

Reference Records tab

Lists all of the records that have been referenced in this Base Record. You can click on the records listed to see the details.

From the top right-hand, click the View Graphic option to open and see the Reference Records - Graphic which shows the relation between the record and its references.

Line Items tab

• Form View (Default view and read-only. See the image below for example.)
• Grid View (See the image below for example. You can click on a WBS Code cell which has the code as a link and open the WBS Code window.)
• View Currency drop-down (Your options are: Transaction Currency, Project Currency, or <currency>)
• Refresh
• Print
• Search
• Find on Page

Line Item Details tab

• Attachments tab
• Linked Records

Review Checklist tab

• Form View (Default view and read-only.)
• Grid View
• Refresh
• Print
• Search
• Find on Page

None

<Change Commit Record Name BP> tab

Create

To open the Create New <Change Commit record name> (for example, Change Orders) window and add:

• The title of the new <Change Commit record name>.
• Information for the <Change Commit record name> such as Contract Picker, Spec Section, Current Contract Completion Date, and so forth.
• Scope
• Cost Center
• Acquisition Year
• Attachments
• Comments
• Link to other records
• Link to emails

And from the Menu Options:

• Click SOV to open the Schedule of Values window of the Base record to access the Cost Codes general information, breakdown, attachments, and notes, or to access a Scheduled Value amount to see the CBS Line items, details, attachments, and notes.
• Click Export Line Item Template to export it through a CSV or Microsoft Excel file.
• Click Print to the contents of the window in HTML, PDF, or a Custom format.
• Click Reload to receive updated information about the Change Commit record Contract Summary.
• Click Review to access any documents that are available for review.
• Click Help to access the Change Commit record help PDF or the User Productivity Kit.
• Click Close to close the <Change Commit record name> window.

Next to the Menu Options, you can select to Save your changes to revisit your work later, or to Send your changes to the next step if your changes are completed.

Refresh

Print

Search

Find on Page

None

Payment Applications tab

Create

To open the Create New Payment Applications window and:

In the Payment Applications tab add:

• The title of the new Payment Applications.
• Contract information
• Payment Application information
• Attachments
• Comments
• Link to other records
• Link to emails

In the Line Items tab, for each WBS Code and in case the information is missing, you can enter values in the Short Description, Description, Work Package, Material Price, and other cells that are not grayed. You can right-click on any column heading and sort the cells, remove columns, or add columns.

From the top right corner, click Save to save your changes, or click Error Check to see which required cells you have missed to enter a value in, or click Cancel to discard your changes.

And from the Menu Options:

• Click SOV to open the Schedule of Values window of the Base record to access the Cost Codes general information, breakdown, attachments, and notes, or to access a Scheduled Value amount to see the CBS Line items, details, attachments, and notes.
• Click Export Line Item Template to export it through a CSV or Microsoft Excel file.
• Click Print to the contents of the window in HTML, PDF, or a Custom format.
• Click Reload to receive updated information about the Payment Applications information such as Original Contract Amount, Net Changes by Change Orders, and so forth.
• Click Review to access any documents that are available for review.
• Click Help to access the Payment Applications help PDF or the User Productivity Kit.
• Click Close to close the window.

Next to the Menu Options, you can select to Save your changes to revisit your work later, or to Send your changes to the next step if your changes are completed.

Refresh

Print

Search

Find on Page

None