N etLink II User Guide PCO Module

1. NetLink II User Guide PCO Module

2. Main screen at start up Name and access level The “Red Bar” Project Modules Project search options Search entry field Timeout countdown

3. Enter Project Number Enter the project number on the main search. For project name and number will populate below. Locate the Potential Change Orders module on the left gray bar.

4. Pco module Potential Change Order information will be entered in three tabs shown at the top of the screen: AE Estimate Contractor Estimate Pending Change Order

5. Pco module Here is an example of data entered on the AE Estimate tab. This information is completed by the AE or CM.

6. Pco module Here is an example of data entered on the Contractor Estimate tab. This information is completed by the AE or CM.

7. Pco module Here is an example of data entered on the Pending Change Order tab. This information is completed by the Contracts Administrator.

8. Pco moduleAE Estimate Tab To enter a new PCO (and you have already clicked on an existing record) you will need to click on the Clear Potential CO red button at the bottom of the screen. This will clear all the previous Potential CO Information.

9. Pco moduleAE Estimate Tab AE or CM enters the PCO date and the PCO number. Next click on the PCO type drop down menu and select the appropriate type.

10. Pco moduleAE Estimate Tab Next click on the PCO reason drop down menu and select the appropriate reason.

11. Pco moduleAE Estimate Tab Next click on the Cost Basis drop down menu and select the cost basis.

12. Pco moduleAE Estimate Tab Next click on the Budget Category drop down menu and select the appropriate budget category.

13. PCO MODULEAE Estimate Tab Next enter the PCO estimate amount and the date the PCO was estimate. If it is anticipated that the change will revise the construction complete date the new date should be entered in the Revised Prj Completion section.

14. Pco moduleAE Estimate Tab Now you will need to scroll down to the lower section of the page and complete the Keywords (will show in the search results at the top of the screen), the Description, and the Justification. All fields are required.

15. Pco moduleAE Estimate Tab After the keywords, description and justification is entered click on the Save as New Potential CO.

16. Pco moduleAE Estimate Tab If any changes are needed on the PCO click on any of the pencil icons and make the appropriate change. Once changed click on the Update Potential CO button.

17. Pco moduleAE Estimate Tab If the PCO is a Change Directive (aka Field Work Order) you will be able to print the Change Directive (FWO) form here.

18. PCO MODULEContractor estimates Move to the next tab to complete the Contractor Estimates. Once the Contractor has provided the AE with their pricing the information is entered here. Notice that the PCO No. highlighted on the AE Estimate tab carries over to this tab in the PCO Detail Information section.

19. PCO MODULEContractor estimates Click on the Contract drop down menu and select the appropriate contract.

20. PCO MODULEContractor estimates Next entered the amount the contractor has quoted for the PCO work and the date the contractor provided the quote. Then click the Save as New PCO Detail red button.

21. PCO MODULEContractor estimates If any changes are needed on the PCO click on any of the pencil icons and make the appropriate change. Once changed click on the Update PCO Detail red button.

22. PCO MODULEContractor estimates From this screen you can print the Change Order form (you may need to use the scroll bar on the right). Print the Change Order, attach appropriate back up documentation, sign the change order, and route to the contractor for signature.

23. PCO MODULEAE and Contract Estimates Complete Once the contractor returns the signed change order the AE or CM will scan the change order and email it to the appropriate Contracts Administrator. The CA will complete the processing and return approved change orders to the Contractor, AE, CM (if applicable) and Project Manager.

24. PCO ModuleContracts administrators The following section is for Contracts Administrator use only.

25. PCO MODULE The PCO needs to be created prior to moving on to the Pending Change Order tab. First check the box in the PCO Detail Search Results section. Next hit the red Create a Pending CO button.

26. PCO MODULE Once the red Create a Pending CO button is selected the system will move you to the Pending Change Order tab. Enter the dates here and hit the red Update Pending CO button.

27. PCO Module Print the Change Order Routing Slip and route for signature. Once signed update the PM and DOP dates and hit the Apply Pending CO red button.

28. PCO Module Entering the Funding. For local funded projects the PO number will populate, as well as the funding source for the Design and FOD fee. For state funded projects the PO number will be pending.

29. PCO MODULE When complete hit the red Create Change Order button. If all goes well you will receive a dialog box stating that the change order has been applied.