Prerequisite(s):    A contract must have been created and saved.

                                You must be assigned as a contract team member.

 

1.   From your homepage, click the Contract Name link in the Name column of the Contract List.

2.   Hover your mouse over the Planning, Specifications & Estimating, Procurement Opportunity or Contract Management links on the menu bar.

3.   Click the Manage Schedules sub-link from the menu bar.

4.   In the Other Schedules section, click the Create New Schedule in Online Scheduler button.

5.   The online scheduling tool opens in a new window.

 

Note: The Online Scheduler utilizes functionality similar to Microsoft Project.  Please refer to the section EDITING A CONTRACT OR SUPPLEMENTAL SCHEDULE USING THE ONLINE SCHEDULER for additional details.

6.   Click the Create Project button at the prompt.

7.   Enter a Project Name and complete the other values if applicable

8.   Click the OK button.

9.   Enter one or more Task Name, Duration, Start Date, Finish Date, Predecessors and/or Resources for this schedule (See Screen Shot).

 

Note: Double-clicking on any of these fields pops up the Task Information menu. The user is able to enter a variety of information similar to that of Microsoft Project.

 

10.  Save the schedule to the desired location on your computer.

11.  Close the Online Scheduler window.

12.  On CapEx Manager’s Manage Schedules page, click the Browse to Upload button.

13.  In the ‘Multiple File/Folder Check-In’ popup menu, click the Browse button.

14.  In the ‘Open’ popup menu, select one or more files / folders to upload and click the Open button.

15.  In the ‘Multiple File/Folder Check-In’ popup menu, click the Check-In button.

 

Note: Selecting one or more files and clicking the ‘Remove’ button removes these files from being uploaded. Clicking the ‘Cancel’ button on the ‘Multiple File/Folder Check-In’ popup menu cancels the check-in and upload of the files and/or folders selected.

 

16.  In the ‘Template Data’ popup menu, enter a Description and/or Comment (these fields are not required) and click the Save button.

 

Note: Clicking the Cancel button on the ‘Template Data’ popup menu does not add any metadata to the file and/or folders uploaded.

Clicking the Check-In New Schedule button saves the information added to the new schedule created and adds the schedule to the Document Management system (DMS) to be managed and versioned. The schedule will be saved as a .pod file