View Item History

<H2 class=form>Description</H2>
<BLOCKQUOTE>This function is part of the Contractor Services subsystem and allows the user to view the Project Item History report, which displays information on work order item quantity changes that have occurred to project items defined within the initial project scope or added as extra work items. Project item quantities are affected by the estimate and by approved work orders. Work Orders can increase or decrease the current quantity. Estimates can increase or decrease the used and available quantities, for example, used quantity is increased by a positive estimate, but is decreased by a negative estimate. This report is for a specific item number and includes sections for each item type (for the specified number) that exists on the given project. The Project Item History screen is accessible when the user clicks the Item History icon that appears to the right of an item number on the following screens: Work Order Items list, Estimate Items list, Construction Items list. This Help document explains how to access the item history screen from the Construction Project Information screen.
<P><BR>Note: The history presented on this screen is for the specified project and does not represent historical price data across projects. </P></BLOCKQUOTE><BR>
<H2 class=form>Step-by-Step Directions</H2>
<BLOCKQUOTE>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=151><B><FONT face=Arial size=2>User Action</FONT></B></TD>
<TD width=439><B><FONT face=Arial size=2>Result</FONT></B></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Open your browser software and access the ECMS Welcome page.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The ECMS Welcome page is displayed with the navigation bar on the left.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>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.</FONT></TD>
<TD width=439><FONT face=Arial size=2>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).</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>From the navigation bar, select the Contractor Services option. </FONT></TD>
<TD width=439><FONT face=Arial size=2>The Contractor Services options available to your user group are displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Select the My Projects option beneath Contractor Services on the navigation bar.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The My Projects page is displayed and lists the projects associated with your personalized search.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>If desired, update your personalized search by clicking the Personalize Project Search link.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The search fields are displayed and open for entry.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>If needed, enter search criteria to narrow the displayed listing of projects, then click the REFRESH button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The My Projects page is updated based on the search criteria.</FONT>
<UL>
<UL><BR></UL></UL><FONT face=Arial size=2></FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Locate the project for which you want to view item history.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Construction Project Information screen for the specified project is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Use the down arrow icon at the upper left of the display to jump to the bottom of the screen.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The lower portion of the screen is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Select "Construction Items List" from the Go links and click the GO button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Construction Items list is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Locate the item for which you want to view project item history and click the "history" icon to the right of the item number.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Item History screen is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>If desired, select filter criteria and click the REFRESH button to update the display.</FONT></TD>
<TD width=439><FONT face=Arial size=2>Additional sections of the report are displayed or hidden based on the filters you selected.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><IMG height=1 alt="" src="/icons/ecblank.gif" width=1 border=0></TD>
<TD width=439><FONT face=Arial size=2>Use the Go links to access related screens; or use the navigation bar to access other ECMS functions or to log out of the system.</FONT></TD></TR></TBODY></TABLE></BLOCKQUOTE>

Description

This function is part of the Contractor Services subsystem and allows the user to view the Project Item History report, which displays information on work order item quantity changes that have occurred to project items defined within the initial project scope or added as extra work items. Project item quantities are affected by the estimate and by approved work orders. Work Orders can increase or decrease the current quantity. Estimates can increase or decrease the used and available quantities, for example, used quantity is increased by a positive estimate, but is decreased by a negative estimate. This report is for a specific item number and includes sections for each item type (for the specified number) that exists on the given project. The Project Item History screen is accessible when the user clicks the Item History icon that appears to the right of an item number on the following screens: Work Order Items list, Estimate Items list, Construction Items list. This Help document explains how to access the item history screen from the Construction Project Information screen.


Note: The history presented on this screen is for the specified project and does not represent historical price data across projects.


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 options 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.
If desired, update your personalized search by clicking the Personalize Project Search link. The search fields are displayed and open for entry.
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.

Locate the project for which you want to view item history. The Construction Project Information screen for the specified project is displayed.
Use the down arrow icon at the upper left of the display to jump to the bottom of the screen. The lower portion of the screen is displayed.
Select "Construction Items List" from the Go links and click the GO button. The Construction Items list is displayed.
Locate the item for which you want to view project item history and click the "history" icon to the right of the item number. The Item History screen is displayed.
If desired, select filter criteria and click the REFRESH button to update the display. Additional sections of the report are displayed or hidden based on the filters you selected.
Use the Go links to access related screens; or use the navigation bar to access other ECMS functions or to log out of the system.


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Created by
Joseph D Howe/PennDOT
on 03/16/2005 at 10:57:31 AM