PENG CCO Tab

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CCO Log Info Tab

CCO Log - Show Dates

PENG CCO Log-Details-Show Dates.png

Business Rules

  • Upon loading of the CCO tab, by default the Show Dates checkbox is checked and displays the Issued, Response and Settled Date columns on the CCO Log grid.
  • The Class Desc. column is read-only for all users.

Select Item

PENG CCO.png

Scrolled Right

PENG CCO Scrolled-Right.png

Details

PENG CCO Log-Details.png

Settled Date

PENG CCO Log-Details-Show Dates-Status Settled.png

Create New CCO

PENG CCO Create-New-CCO.png

Add New OMT POC

Note: The Add New OMT POC dialog activates when a user clicks on the Add New option from the OMT POC dropdown menu.

PENG CCO Create-New-CCO Add-New-POC.png

New CCO Field Values

Note: The fields, values, and notes presented in this table also apply to CCO Details.

Field Values Notes
Class Desc
  • Credit
  • Partial Credit
  • CAT B Activation
  • Drawing Error
  • Government Furnished Info
  • Regulatory Inspection
  • New Work Open / Inspect
  • New Work
  • Emergent Work
  • CAT B items cannot have negative pricing values/credits of any type added to PENG
  • The Class Desc. values follow the order established in the database by the RecordSequence.
  • Selection of the values Credit or Partial Credit will cause the section for "Reason for Contract Change" to emerge, below the General Info Section.
    • This applies anytime a user edits or creates a new CCO and selects a Class Desc that requires a change reason.
    • The "Reason for Contract Change" field and "Additional Comments" text area are required fields.
Work Item #
  • Work Items that are CAT A or CAT B
Creating new CCO is not allowed for NSP Work Items.

CCO Record Business Rules

RecordActive Functionality:


User Action Condition Result Emerging Alert Modal
Viewing the details of a CCO Record with an inactive Class Desc. value. The RecordActive value for the Class Desc. was changed from 1 (Active) to 0 (Inactive) CCO Record will display the original Class Desc. value. -
Changing the Class Desc. value on an existing CCO Record. The Current assigned Class Desc. was changed from RecordActive = 1 (Active) to 0 (Inactive) The Class Desc. field's context menu on the CCO Details Tab will not display any Class Desc. entries where the RecordActive value is set to 0. -
User attempts to close the CCO Details Tab after editing a CCO associated with an inactive Class Desc. The Current assigned Class Desc. was changed from RecordActive = 1 (Active) to 0 (Inactive) The "Unsaved Changes Modal" emerges PENG-Unsaved Changes Modal.png
User attempts to save the CCO Details tab after editing a CCO associated with an inactive Class Desc. The Current assigned Class Desc. was changed from RecordActive = 1 (Active) to 0 (Inactive) The "Inactive Class Desc. Modal" emerges PENG CCO-Inactive Class Desc Modal.png
Editing or creating a new CCO Record - The Class Desc. field will only display entries for selection where the RecordActive = 1 (Active) -


RecordSequence

  • When a user edits or creates a new CCO and selects the Class Desc.field, the context menu will show only those entries with a RecordsActive value of 1, ordered by ascending RecordSequence numbers (i.e., the record with RecordActive = 1 and the lowest RecordSequence number will appear first on the list).


Credits

  • Users can enter negative numerical values in the number fields of a CCO Record when a Class Desc. entry has a database value of workitemmodiscredit =1

Item Removal

PENG CCO Log-Details-Settled Status Delete Disabled.png

Business Rules

  • The Delete Icon is disabled when a User has selected an Item with a Status of Settled from the Main Grid.

Totals

PENG CCO Log Details-Totals.png


Business Rules

  • When the Totals checkbox is checked, the Main Grid will only display the totals for Estimated, Proposed and Negotiated.
  • When the Totals checkbox is checked, the Estimated, Proposed, Negotiated, and Show Dates checkboxes will be disabled.

CCO Details Tab

PENG CCO Details Tab.png

Reason for Contract Change

PENG CCO Details Tab-Reason Contract Change.png

Add Port Engineer

Type/Dropdown Field

PENG CCO-Details-Tab Add-Port-Engineer Dropdown.png

Autocomplete

PENG CCO-Details-Tab Add-Port-Engineer Autocomplete.png

Successful Selection

PENG CCO-Details-Tab Add-Port-Engineer Success.png

Add New OMT POC

Note: The Add New OMT POC dialog activates when a user clicks on the Add New option from the OMT POC dropdown menu.

PENG CCO-CCO Details Add Port Engineer-Add New POC.png


Status Item Types

Example Details
Peng-cco-status-types.png
Single Vs Multi Select Single-Select
Field Type Dropdown Field
Emerging Interface Dropdown Context Menu
Domain Data
  • Open
  • Submitted
  • Issued
  • In Negotiation
  • Settled
  • Canceled

Business Rules

  • Users can only select an option from the dropdown menu.
  • When clicking the Export or Print buttons on the Details toolbar and making a selection, only a single report is printed or downloaded.
  • Work Item # dropdown field should only display Work Items that are CAT A or CAT B.
  • When a user selects "Settled" as a CCO status on the Main Grid or CCO Details, the Settled Date field will be enabled and editable.
  • The Settle Date field will by default auto-populate with today's date.

Autocomplete

  • When an Autocomplete fails an error message will be displayed to the user.
  • The error message is triggered when a user clicks on the error icon presented in the field or when an attempt is made to tab or select the next control or field.


Estimate Tab

PENG CCO-Details Estimate-Tab.png

Business Rules

  • The Summary Of All Cost Estimate grid can show negative values for a CCO with a Class Desc: Credit.
  • The Summary Of All Cost Estimate grid can show negative values for a CCO with a Class Desc: Partial Cancel.
  • The No of Hours, Qty and Unit Price $ fields, do not allow negative values to be entered or displayed.

Cost Summary Tab

PENG CCO-Details Cost-Summary-Tab.png

Business Rules

  • The Government Estimates, Contractor Proposal, Negotiated and Total CCO in the Cost Summary Tab can show negative values in red for a CCO with a Class Desc: Credit.
  • The Government Estimates, Contractor Proposal, Negotiated and Total CCO in the Cost Summary Tab can show negative values in red for a CCO with a Class Desc: Partial Cancel.

Multi-Select

PENG CCO -Multi Select.png

Business Rules

  • Multiple Items can be selected on the CCO Main grid by clicking the checkboxes or by holding the keyboard button Shift when making a selection on the grid.
  • If Multiple Items are selected and one or more have a status of Settled, then the Delete Icon will be disabled.

Export

Export button dropdown menu

PENG-CCO-Export Dropdown.png


Icon Value Case Emerging Screen Notes
PENG-Icon-Zip.png Export Options
  • CCO Main Grid
Export Options Dialog
  • Exports by Work Item or Document Type
    • Selected option is saved as a Zip file.
PENG-Icon-Export Grid.png Export Grid
  • CCO Main Grid
  • CCO Details Tab
-
  • Exported as a Excel file.
PENG-Icon-Word Doc.png CCO
  • CCO Main Grid
  • CCO Details Tab
-
  • Exported as a Word file.
PENG-Icon-Word Doc.png Estimates
  • CCO Main Grid
  • CCO Details Tab
-
  • Exported as a Word file.
PENG-Icon-Word Doc.png Authorization
  • CCO Main Grid
  • CCO Details Tab
-
  • Exported as a Word file.

Business Rules

  • If one report is selected, initiate the display of that document in its native format.
  • If multiple reports are selected, combine all selected documents into one report, displayed from newest to oldest, and initiate the display of that document in its native format.
  • When a User selects the folder where the files are to be downloaded, utilize that same folder as a default for all downloads within the same session.

Export Options Dialog

PENG CCO -Export Options Dialog.png

Business Rules

  • Export by Work Item, downloads the selected items into folders organized by Item numbers, each containing the Attachments folders and Specification Word Document.
  • Export by Document Type, downloads the selected items into an Attachments Folder, Estimates Folder and Specifications Folder.
  • Exported Files are saved to the User's Local Machine as a Zip File.

Exported Folder Structure

Work Item Folder Structure

PENG-Export Options-Work Items-Folder Structure.png

Document Type Folder Structure

PENG-Export Options-Document Type-Folder Structure.png


  • Attachments folder:  Contains any attachment(s) not checked as a Reference in the parent modal.
  • Estimates folder: Contains Estimates from the selected Work Items in the Microsoft Excel Document format.
  • Specifications folder: Contains Specifications from the selected Work Items in the Microsoft Word Document format.
  • Microsoft Word document:  Specification from the selected Work Items.

Print

Print button dropdown menu

PENG-CCO-Print Dropdown.png


Icon Value Notes
PENG-Icon-Export Grid.png Export Grid Upon selection, implement browser's print function
PENG-Icon-Word Doc.png CCO Upon selection, implement browser's print function
PENG-Icon-Word Doc.png Estimates Upon selection, implement browser's print function
PENG-Icon-Word Doc.png Authorization Upon selection, implement browser's print function

Business Rules

  • If one report is selected, initiate the print action.
  • If multiple reports are selected, initiate the print action and print all the selected files in order from newest to oldest.

CCO Data State Alt Text

State Alt Text
Icon-State-Alert.png Open CCO Details to complete
Icon-State-Check.png CCO Details is complete