Prerequisite(s):    The awarded contractor must have verified the Initial Base Work Order.

 

Note: Field Manager will support two active, unapproved pay estimates at once on each contract.  Because the application will not allow Pay Estimates to be created out of sequence, if a Pay Estimate is created for a future effective date, all Pay Estimates before the effective date will automatically be created at the same time.

 

1.   From your homepage, click the Contract Name link of the contract of which you wish to create a Pay Estimate.

2.   Hover your mouse over the Contract Management link on the menu bar.

3.   Click the Manage Pay Estimates sub-link from the menu bar.

4.   Click the Calendar link to select the Effective Date (it is defaulted to the current date).

 

Note:  A Pay Estimate will be created for the pay period that includes the selected effective date. Each Pay Estimate is assumed to not be the final pay estimate when created. Prior to submittal of each Pay Estimate, the Originator must designate if it is the Final Pay Estimate.

 

5.   Click the Create Pay Estimate button. (See Screen Shot)

 

6.   Make any desired changes to the billing period and click the Save Changes button at the bottom of the page.

 

Note: See the following sections on how to manage materials and track retainage.