Task Order Assessment: Adding Financial Breakdown

If your task order assessment is accepted, the application auto creates a task to enter the financial breakdown.

To enter the financial breakdown for a task order assessment:

From the left Navigator, select Tasks.
Select the task order assessment task from your Tasks page. The Task Order Assessment form is displayed.
Select Accept to accept the task.
Select the Assessment Breakdown tab.
Select a quotation line item and select the Cost BreakDown icon to open the cost breakdown panel.
Select the + Plus icon to open the Cost Code Picker form.
Select the CBS Node which will add it to the cost breakdown panel against that line item.
Enter in the amount for the selected line item that you want to allocate against the CBS Node.
Select Save.
Select Send to submit the cost breakdown.
- The cost sheet is automatically updated.