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

A contract or supplemental schedule must already have been created and saved to the contract.

 

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.   Under either the ‘Contract Schedule’ or ‘Other Schedules’ section, click the ‘lock’ icon () to check out the schedule for editing.

 

Note: Only the designated contract role can create and manage a project’s contract schedule. Only one contract schedule can be created for a contract. Only the schedule originator can revise the schedule.

5.   Click the ‘Click to Edit Document’ file icon () to open your local scheduling tool (typically this will be Microsoft Project or Primavera). 

6.   Edit the schedule as needed using your local scheduling tool.

7.   Click the ‘Save’ button from the toolbar for your scheduling tool to save a local copy of this schedule to your computer. Close your local scheduling tool.

8.   In CapEx Manager, click the ’Click to Update Document’ icon () to check-in the new version of the schedule.

9.   Click the ‘Check-In’ button on the ‘Check-In File’ pop-up to check the new version of the schedule back in to CapEx Manager.

 

Note: The system automatically saves a temporary copy of the schedule to a temp folder on your local machine if you did not designate a specific path when saving the schedule; then the system deletes this copy once the revised schedule has been checked back in to CapEx Manager. If you wish to check-in a revised schedule from a specific path, click the ‘Browse’ button on the ‘Check-In File’ pop-up to locate your revised schedule. If you do not wish for the system to delete this file from your computer after it has been checked into CapEx Manager, be sure to uncheck the ‘Delete local file’ option.