Maintaining Percentage of Schedule Items

The system enables you to define the percentage of an item amount to pay per percentage of contract complete. The agency can define its own schedules and thresholds for specific items it chooses from the reference item list. The agency can also use a percentage schedule to specify if an item percentage should be paid automatically by the system (an autopay item) when a payment estimate is created.

When you click the Percentage of Schedule Items link in the Reference Data component, the system takes you to the Percentage of Schedule Item Overview component where you can add, change, and delete item schedules and pay percentages. Type criteria in the Quick Find search box to locate the percentage of schedule item you want to maintain, or click Show first 10.

The system displays a list of accordion rows for all the percentage of schedule items that meet your search criteria. Each row contains an Actions button and current information for these fields:

• Item

• Description

• Spec Book

• Auto Pd Pct Sched

• Pct Sched Itm

• Payment Schedule Point Count

Expand an item row to add or change its percentage schedule. If the item percentage should be paid automatically by the system (an autopay item), select the Automatically Paid Percentage of Schedule check box. Add or modify the items percentage schedule by adding or changing information in these fields:

• Contract Schedule Trigger Percent

• Pay Percent

• Note: The values in the Pay Percent fields must total 100.

If a contract includes items that have a percentage schedule and at least one is marked as an autopay item, the system automatically generates a DWR and DWR item posting when the contract percent complete exceeds the Contract Schedule Trigger Percent specified for the item in the percentage schedule.

To delete a percentage of schedule item, select Delete from the Actions menu on the item row. The system automatically clears the Percentage of Schedule Item check box on the Item Summary for the associated reference item.

When you are finished maintaining reference item percentages, click the Save button to apply your changes to the system (including deleted information). The system displays a message to confirm that your changes were saved in the database.

Adding a New Percent Schedule Item

Follow these steps to add a new item percentage to the list:

1. Click the Select Items button.
   
   The system displays a modal window for selecting items.

2. Locate the item you want to add by typing criteria in the Quick Find search box or by clicking Show first 10.
   
   The system lists all the items that meet your search criteria.

3. Click the row for each item you want to add.
   
   The system adds a check mark beside each item you select and shades the row. To cancel a selection, click the selected row again.

4. Click the Add to Ref Pct Schedule Item button.
   
   The system closes the modal window and takes you to the Percentage of Schedule Item Overview with the new items added to the list.

5. Expand each new row and add item percentage schedule information to each item as described above.

6. Click the Save button.

The system automatically selects the Percentage of Schedule Item check box on the Item Summary for each associated reference item.

Related topics:

Changing a Reference Item