Prerequisite(s):    The user must be a member of a contract that has at least one pay estimate created.

                                User must have Adobe Acrobat Reader (PDF) installed on his/her desktop computer.

 

1.   Hover your mouse over the Reporting link from the menu bar.

2.   Click the Advanced Query & Reporting sub-link from the menu bar.

3.   On the Advanced Query & Reporting page, click the Pay Estimate Status Report link.

4.   Select a Pay Period Start and End Date by clicking the Calendar link.

 

Note: Clicking the Clear button for the Pay Period Start or End Date will clear each the date that was previously selected from each field.

 

5.   Select one or more Project(s) from the provided list box.

 

Note: Select All is the default selection for the Project field. To select a Project individually, left mouse click the desired selection. To select multiple Projects, left mouse click the first desired selection and then hold down the CTRL key while left mouse clicking any additional desired Projects. Click the Select All button to select all Projects.

 

6.   Click the radio button for either Contract Name or Contract Number.

7.   Select one or more Contract Name(s) or Contract Number(s) from the provided list boxes.

 

Note: Select All is the default selection for the Contract Name and Contract Number fields. To select a Contract Name or Contract Number individually, left mouse click the desired selection. To select multiple Contract Name or Contract Numbers, left mouse click the first desired selection and then hold down the CTRL key while left mouse clicking any additional selections. Click the Select All button to select all Contract Names or Contract Numbers.

 

8.   Click the Search button (see Screen Shot).

 

–or–

9.   Select one or more Project(s) from the provided list box.

10.  Click the radio button for either Contract Name or Contract Number.

11.  Select one or more Contract Name(s) or Contract Number(s) from the provided list boxes.

–and/or–

12.  Select a Pay Estimate Status from the provided drop-down menu.

–and/or–

13.  Select a Last Approval Action from the provided drop-down menu.

–and/or–

14.  Select the radio button for either the Pending Action For User or Role fields.

15.  Select a Pending Action For User or Role from the provided drop-down menus.

 

Note: Click the  icon to view a detailed description of each field on the Pay Estimate Status Report.

 

16.  Click the Search button.

17.  The Pay Estimate Status Report is displayed in PDF format (see Screen Shot).

 

 

 

 

Note: The following are field definitions for the Pay Estimate Report that is displayed in PDF format.

 

Pay Estimate Number – Displays the pay estimate number for the pay estimate listed.

Contract Number – Displays the contract number for the contract that the displayed pay estimate is associated with. ‘N/A’ is displayed a contract number has not been assigned to the contract.

Contract Name – Displays the contract name for the contract for which the displayed pay estimate is associated.

Pay Period – Displays the pay period for the pay estimate.

Current Status – Displays the pay estimate’s current status in the system.

Last Action Performed By – Displays the name of the last person who reviewed and/or approved the pay estimate. If the pay estimate is in ‘created’ status, this field will display, ‘N/A’.

Last Action Performed On – Displays the date and timestamp that the last person reviewed and/or approved the pay estimate. If the pay estimate is in ‘created’ status, this field will display ‘N/A’.

Last Action – Displays whether the last person in the pay estimate approval process approved or

          rejected the pay estimate. If the pay estimate is in ‘created’ status, this field will display,‘N/A’.

Pending Action For – Displays the name of the person who is next in line to review and either approve or reject the pay estimate.