Modify Project Maximum Change Amount

Description

By default, the maximum change amount for an ECMS project is set to $500,000 when the project is created. The Work Order screen controls the dollar value of Work Orders by comparing the net dollar amount of all approved Work Orders, plus the amount entered on the Work Order, screen to the maximum change amount. If the maximum change amount would be exceeded by the current Work Order, the system prevents the user from submitting it.

Authorized users can modify the maximum change amount by entering a new amount on the Construction Project Information screen and saving the screen. When this is done, new Work Orders can be submitted, as long as the dollar value, plus the net dollar value of all approved work orders does not exceed the new maximum change amount. The Modify Project Maximum Change Amount function can only be accessed when the Project Status is Pre-Construction, Construction, or Post-Construction.

Quick Navigation

The following table provides an overview of the steps in this process. Detailed step-by-step directions are provided in the next section.

From this screen…	perform this action:
Navigation bar	Select Contractor Services option Select My Project option
My Projects	Choose "No" in the Project Team Member field Enter additional search criteria, if desired Click REFRESH button (search results displayed at bottom of screen) Expand project status category Click the Project Number hyperlink for the specified project
Construction Project Information screen	Click EDIT button Enter new amount in Maximum Change Amount field Click SAVE & EXIT

Step-by-Step Directions

User Action	Result
Open your browser software and access the ECMS Welcome page.	The ECMS Welcome page is displayed with the navigation bar on the left.
Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key.	The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).
From the navigation bar, select the Contractor Services option.	The Contractor Services option available to your user group are displayed.
Select the My Projects option beneath Contractor Services on the navigation bar.	The My Projects page is displayed and lists the projects associated with your personalized search.
In the Project Team Member field, choose "No" from the radio button options.	The selected radio button appears with a darkened center.
If needed, enter search criteria to narrow the displayed listing of projects, then click the REFRESH button.	The My Projects page is updated based on the search criteria.
Expand the project status category (e.g., "Construction") under which the project should be listed by clicking the blue twisitie in front of the category name.	The projects matching your search criteria and corresponding to the category are displayed.
Click the Project Number hyperlink for the desired project.	The Construction Project Information screen is displayed.
If necessary, use the down arrow at the upper left of the display to jump to the bottom of the screen.	The lower portion of the screen is displayed.
Click the EDIT button.	The screen switches to edit mode.
Enter the new Maximum Change Amount.	The amount you entered appears in the field.
Click the SAVE & EXIT button.	The message box closes, and a ‘please wait’ message is displayed. When processing is complete, a ‘successful’ message is displayed.
Click OK on the message box.	The message box closes, and you are returned to the Construction Project Information screen.
	Use the Go links to access other project-related screens; or use the navigation bar to access other ECMS functions or to log out of the system.

Related Help Documents

Topic	Help Document
Work Orders	Tell Me About Work Order How Do I Create Work Order
Screen fields and definitions	Tell Me About Construction Project Information

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:54:17 AM