Opening a Base Record Business Process from Commitment Funding Sheet Log

You can open a base record BP by one of the following methods:

Opening the commitment funding sheet and then clicking the BP link (<Base Record Name BP>) in title.
Clicking, or hovering over, a row (base record) to activate the gear menu and clicking Open Base Record.

This image displays a base record being opened from the commitment funding sheet log.

The following explains the elements of a base record BP.

Title and Menu Options

The top area displays the name of the base record BP (title), and on the right corner, it has a Menu Options (three horizontal lines with a down arrow) that enables you to access or conduct the following:

Funding
Opens the Commitment Funding Sheet (<Base Record Name BP>) window.
Email as Attachment
Opens an email message window that has a PDF version of the Base Record attached, and the From and Subject fields auto-populated.
Print
Enables you to print the Base Record using one of the following formats: HTML, PDF, or Custom (using a Custom Print Template).
Review
Enables you to review the Base Record by way of a file viewer or AutoVue.
Help
Enables you to access the Base Record help (PDF version) or the User Productivity Kit.
Close
To close the Base Record window and go back to the Commitment Funding Sheet (<Base Record Name BP>) window.

Tabs and Properties Tabs

The body of the window is divided into two panes, the left and the right. The left pane has the following tabs and each pane corresponds to a tab on the right pane, as explained in the following table:

Left pane	Right pane
<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 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 Assignee and Status. Audit Log tab To see a record of all of the actions that have been taken on the Base Record. The log includes information such as the Date, Action, and User Name. Reference Records tab Lists all of the records that have been referenced in this Base Record. You can click the records listed to see the details. In the upper-right corner, click the View Graphic option to open and see the Reference Records - Graphic which shows the relation between the record and its references.

Left pane

Right pane

<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 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 Assignee and Status.

Audit Log tab

To see a record of all of the actions that have been taken on the Base Record. The log includes information such as the Date, Action, and User Name.

Reference Records tab

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

In the upper-right corner, click the View Graphic option to open and see the Reference Records - Graphic which shows the relation between the record and its references.

Left pane	Right pane
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 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

Left pane

Right pane

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 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

This image displays the difference between the form view and grid view of line items within a record.

Left pane	Right pane
Review Checklist tab Form View (Default view and read-only.) Grid View Refresh Print Search Find on Page	None

Left pane

Right pane

Review Checklist tab

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

None

Left pane	Right pane
<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

Left pane

Right pane

<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

Left pane	Right pane
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 any column heading and sort the cells, remove columns, or add columns. In the upper-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

Left pane

Right pane

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 any column heading and sort the cells, remove columns, or add columns.

In the upper-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

Last Published Sunday, July 20, 2025