Approve Line Item Profile Report

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<h2 class="form">Description</h2>
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This function is part of the Contract Awards subsystem and is used to approve the Line Item Profile for a given project. Unlike other ECMS reports, the Line Item Profile Report contains functionality to approve or disapprove the report and to mark individual line items for bid justification. See &quot;How Do I Disapprove Line Item Profile&quot; in the Help system for steps to disapprove the report.
<p>The Approve Line Item Profile Report can be accessed from a hyperlink on the Bid Justification Contract Award Checklist item. The approval/disapproval functions can be accessed by users in the authorized user groups.<br /><br />After the Line Item Profile has been approved or disapproved the percent difference value is protected, and the report becomes static.</p>
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<h2 class="form">Step-by-Step Directions</h2>
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<td width="151"><strong style="font-family: Arial; font-size: 80%">User Action</strong></td>
<td width="439"><strong style="font-family: Arial; font-size: 80%">Result</strong></td>
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<td width="151" style="font-family: Arial; font-size: 80%">Open your browser software and access the ECMS Welcome page.</td>
<td width="439" style="font-family: Arial; font-size: 80%">The ECMS Welcome page is displayed with the navigation bar on the left.</td>
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<td width="151" style="font-family: Arial; font-size: 80%">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.</td>
<td width="439" style="font-family: Arial; font-size: 80%">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).</td>
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<td width="151"><span style="font-family: Arial; font-size: 80%">From the navigation bar, select the Contractor Services option.</span></td>
<td width="439" style="font-family: Arial; font-size: 80%">The Contractor Services option available to your user group are displayed.</td>
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<td width="151" style="font-family: Arial; font-size: 80%">From the navigation bar, select the Contract Awards option under Contractor Services.</td>
<td width="439" style="font-family: Arial; font-size: 80%">The Contract Awards home page is displayed.</td>
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<td width="151" style="font-family: Arial; font-size: 80%">Enter search criteria for the project for which you want to approve the Line Item Profile Report and click the SEARCH button.</td>
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<span style="font-family: Arial; font-size: 80%">The Contract Awards Search Results screen is displayed.</span>
<p><strong><em style="font-family: Arial; font-size: 80%">Tip</em></strong><em style="font-family: Arial; font-size: 80%">: If the corresponding Contract Award is in your Concurrence or Contract Review work queue, you can access the Contract Awards screen by clicking the Concurrences by Status or Contracts by Status link, then clicking the Project Number hyperlink on the resulting work queue screen.</em></p>
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<td width="151" style="font-family: Arial; font-size: 80%">Click the Project Number hyperlink.</td>
<td width="439" style="font-family: Arial; font-size: 80%">The Contract Awards screen for the specified project is displayed.</td>
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<td width="151" style="font-family: Arial; font-size: 80%">If necessary, use the down arrow icon at the upper left of the screen to jump to the bottom of the screen.</td>
<td width="439" style="font-family: Arial; font-size: 80%">The lower portion of the screen is displayed.</td>
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<td width="151" style="font-family: Arial; font-size: 80%">Click the Bid Justification checklist item hyperlink.</td>
<td width="439" style="font-family: Arial; font-size: 80%">The Bid Justification checklist item screen is displayed and contains hyperlinks to the Bid Justification J-Sheet and Line Item Profile reports.</td>
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<td width="151" style="font-family: Arial; font-size: 80%">Click the Line Item Profile Report hyperlink.</td>
<td width="439"><span style="font-family: Arial; font-size: 80%">The Line Item Profile Report is displayed.</span></td>
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<td width="151" style="font-family: Arial; font-size: 80%">If necessary, use the down arrow icon at the upper left of the screen to jump to the bottom of the screen.</td>
<td width="439" style="font-family: Arial; font-size: 80%">The lower portion of the screen is displayed.</td>
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<td width="151" style="font-family: Arial; font-size: 80%">Click the APPROVE button.</td>
<td width="439"><span style="font-family: Arial; font-size: 80%">A message is displayed asking you to confirm that you want to approve the report.</span></td>
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<td width="151" style="font-family: Arial; font-size: 80%">Click OK on the message box.</td>
<td width="439" style="font-family: Arial; font-size: 80%">The message box closes, and a 'please wait' message is displayed. When processing is complete, a 'successful' message is displayed.</td>
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<td width="151" style="font-family: Arial; font-size: 80%">Click OK on the message box.</td>
<td width="439" style="font-family: Arial; font-size: 80%">The message box closes, and the Line Item Profile Report screen is re-displayed. The SAVE, APPROVE, and DISAPPROVE buttons are hidden, and the Percent Difference field is protected. (The REFRESH button next to this field is also hidden.)</td>
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<td width="151"><img height="1" border="0" width="1" alt="" src="/icons/ecblank.gif" /></td>
<td width="439" style="font-family: Arial; font-size: 80%">Use the navigation bar to access other ECMS functions or to log out of the system.</td>
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<h2 class="form">Related Help Documents</h2>
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<td width="174"><strong style="font-family: Arial; font-size: 80%">Topic</strong></td>
<td width="456"><strong style="font-family: Arial; font-size: 80%">Help Document</strong></td>
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<td width="174" style="font-family: Arial; font-size: 80%">Report field definitions</td>
<td width="456" style="font-family: Arial; font-size: 80%">Tell Me About Line Item Profile Report</td>
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<td width="174" style="font-family: Arial; font-size: 80%">Disapprove report</td>
<td width="456" style="font-family: Arial; font-size: 80%">How Do I Disapprove Line Item Profile Report</td>
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<td width="174" style="font-family: Arial; font-size: 80%">Search and navigation</td>
<td width="456" style="font-family: Arial; font-size: 80%">Tell Me About Contract Awards Home Page</td>
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Description

This function is part of the Contract Awards subsystem and is used to approve the Line Item Profile for a given project. Unlike other ECMS reports, the Line Item Profile Report contains functionality to approve or disapprove the report and to mark individual line items for bid justification. See "How Do I Disapprove Line Item Profile" in the Help system for steps to disapprove the report.

The Approve Line Item Profile Report can be accessed from a hyperlink on the Bid Justification Contract Award Checklist item. The approval/disapproval functions can be accessed by users in the authorized user groups.

After the Line Item Profile has been approved or disapproved the percent difference value is protected, and the report becomes static.

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.
From the navigation bar, select the Contract Awards option under Contractor Services. The Contract Awards home page is displayed.
Enter search criteria for the project for which you want to approve the Line Item Profile Report and click the SEARCH button. The Contract Awards Search Results screen is displayed.

Tip: If the corresponding Contract Award is in your Concurrence or Contract Review work queue, you can access the Contract Awards screen by clicking the Concurrences by Status or Contracts by Status link, then clicking the Project Number hyperlink on the resulting work queue screen.
Click the Project Number hyperlink. The Contract Awards screen for the specified project is displayed.
If necessary, use the down arrow icon at the upper left of the screen to jump to the bottom of the screen. The lower portion of the screen is displayed.
Click the Bid Justification checklist item hyperlink. The Bid Justification checklist item screen is displayed and contains hyperlinks to the Bid Justification J-Sheet and Line Item Profile reports.
Click the Line Item Profile Report hyperlink. The Line Item Profile Report is displayed.
If necessary, use the down arrow icon at the upper left of the screen to jump to the bottom of the screen. The lower portion of the screen is displayed.
Click the APPROVE button. A message is displayed asking you to confirm that you want to approve the report.
Click OK on the message box. 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 the Line Item Profile Report screen is re-displayed. The SAVE, APPROVE, and DISAPPROVE buttons are hidden, and the Percent Difference field is protected. (The REFRESH button next to this field is also hidden.)
Use the navigation bar to access other ECMS functions or to log out of the system.

Related Help Documents

Topic Help Document
Report field definitions Tell Me About Line Item Profile Report
Disapprove report How Do I Disapprove Line Item Profile Report
Search and navigation Tell Me About Contract Awards Home Page



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Created byLast Modified by
Joseph D Howe/PennDOT
on 03/16/2005 at 10:48:09 AM		Wanda Taylor/PennDOT
on 03/18/2005 at 12:35:36 PM