CMIC

Please contact Bill Sullivan (wsullivan@leekennedy.com).

The budget is locked in when it is posted. Since you are bringing items in as "Original Budget", you can unpost the PCI and edit it. In the case where the budget is released in pieces you can create multiple "Original Budget" PCIs.

*NOTE: You do have the flexibility to create an "Original Budget" PCI to fix the original budget.

You will need to unpost the original PCI, edit it, and then repost the PCI.

Within your "Subcontract Detail", click on the magnifying glass next to "Contact"

There is no way to edit once the subcontract has been posted. Your options are to void the original subcontract and recreate or reach out to Bill Sullivan and he can manually edit that amount on the back end.

If you'd like your markups to automatically calculate, you can go to "Project Maintenance" and access the "Defaults" tab. Listed under "Other" you'll see a checkbox for "Auto Calculate Markups". We have added documentation for this in the playbook.

*NOTE: This will only work for billing above the line. If the owner requires the changes to be billed below the line, the markups will need to go to the change order code and you are unable to change the phase code when "Auto Calculate Markups" is selected.

To change the name of the PCI, you'll need to click back into the unapproved PCI. Next to "Type" click on "Modify" and you can change the name from there.

You can change the default by going to "Project Maintenance" and clicking on the "Defaults" tab. Once you press "Edit", you can change it here.

Yes. To do this, any attached PCI needs to be unposted from the PCI module. Once it is unposted, the OCO automatically unposts.

If you have the wrong image on an invoice, you should reject the invoice so that it can be deleted and a new attachment can be sent.

If you are not ready to upload your budget, but will need to make manpower projections, refer to Page 20 in the playbook (Adding Custom Phase Codes)