Use the following procedure to create a Value Engineering Proposal record.
To Create a Value Engineering Proposal Record
Step 1 From the Design page above, click Value Engineering Proposals in the Related Links – Capital Project Design portal section.
Step 2 Review the page that appears. The page displays a list of Value Engineering Proposal records. Click Add to add a new Value Engineering Proposal record.
Step 3 Review the form that appears. Specify the details regarding the Value Engineering Proposal record.
General Tab
General Section
ID Enter a unique number identifying the Value Engineering Proposal record being created.
If this field is left blank, the system automatically generates this number at the time of creating the Value Engineering Proposal record.
Revision The system displays the revision number indicating the number of times the current record is revised. You can revise/modify the record by clicking the Revise action that is displayed on the Action bar.
Note – Each time you revise or modify the record, the value displayed in this field is incremented by one.Status The system displays the current status of the Value Engineering Proposal record being created. This field is a read-only field. The different statuses
General Section
of the Value Engineering Proposal are explained below.
Draft - Indicates that the Value Engineering Proposal record is yet to be created. The system generates this status when the user selects the Create Draft action in the Action bar.
Review In Progress - Indicates that the record has been sent for approval and it is yet to be approved by all the members in the distribution list. The system generates this status on clicking the Issue action in the Action bar.
Issued – The system automatically changes the record from Review In Progress state to Issued state when all the members in the distribution list have approved the record.
Retired - Indicates that the record is temporarily removed from the active management list. The system generates this status when the user selects the Retire action in the Action bar.
Revision in Progress - Indicates that the record is being modified. The system generates this status when the user selects the Revise action in the Action bar.
Routing In Progress – Indicates that the record is sent to the contact person in the Value Engineering Proposal record for his/her response.
The system generates this status on clicking the Complete action in the Action bar.
Note – The system generates this status only if the Response Required field (in the Details section of the Value Engineering Proposal record) is checked.Completed – The system automatically changes the status of the record from Routing In Progress to Completed state when the contact person in the Value Engineering Proposal record has responded.
Note – If the Response Required field is not checked, on clicking the Complete action, the system automatically changes the status of the record from Issued toCompleted state.
History - When the Value Engineering Proposal record is revised, for each revision a copy of the record gets saved in the History state.
Note – On selecting the History option in the Related Reports drop-down status list (displayed in the Value Engineering Proposal results page), the system retrievesGeneral Section
and displays all the records that are revised at different stages.
Date Use the Calendar icon to select the date on which the Value Engineering Proposal record is being created.
Note – By default, the system displays the current date in this field.Name Enter a unique name to identify the Value Engineering Proposal record that is being created.
Details Section
The Details section is used to add details about the contact person to whom the value engineering proposal is sent for his/her response.
Note – Use this section only if you require a response for the Value Engineering Proposal record.Response Required Check this box to obtain a response from the person
(employee/consultant/external contact) selected in the To section.
Only if this field is checked, on clicking the Complete action, the record is sent to the To person for his/her response. In the Home portal (of the To person) the record is displayed as an Action Item. The To person can send his/her comment by clicking the hyperlinked Action Item.
Required By Use the Calendar icon to select the date before which the response is required.
Approval date to
achieve savings Use the Calendar icon to select the date on/before which the proposal must be approved in order to obtain cost reduction (savings).
To Section
This section provides details about the person to whom the Value Engineering Proposal record is sent for his/her comments. The information that is displayed includes the first name, last name, name of the organization and address details regarding the person selected in this section.
Note – The record is sent to the person in the To Section only if the Response Required field is checked in the Details section.To Look Up Use the Search icon to select the person whose response is required. In the search list, the system displays the records that are retrieved from the associated (Employee/Consultant/External Contact) business object in the People page. Select the required person and click OK. The selected person’s name is displayed in the To Look Up field.
Note – Based on the To Look Up selected, the system auto-populates the First Name, Last Name, Address, City, State/Province, Country, and Zip/Postal Code from the associated record.First Name The system displays the first name of the selected person.
Last Name The system displays the last name of the selected person.
Organization Use the Search icon to select the organization to which the selected person belongs. In the search list, the system displays the records that are retrieved from the Organization hierarchy. Select the required
organization and click Accept. The selected organization is displayed.
Address Enter the address of the organization to which the selected person belongs.
City Enter the name of the city where the selected person is located.
State/Province Enter the name of the state/province where the selected person is located.
Country Use the List icon to specify the country in which the organization is located. The system displays all the names of the countries that are defined in the Tools > Lists page.
Zip/Postal Code Enter the zip/postal code regarding the above address.
Reference Section
The Reference section displays the priority and classification information to assist the user in grouping the records. When you set the priorities and classifications in this section, you can generate reports based on the specified information.
Construction Class In general, all the Value Engineering Proposal records are categorized into different types based on their construction and utility. The type of work area outlet that should be used can be specified from the standard options that are defined in CSI – Construction Class that is selected.
Use the Search icon to select the construction class. The system displays the available construction classes (e.g., General Requirements, Masonry, etc.) that are retrieved from the CSI-Construction Class business object in the Classification hierarchy.
Note – CSI (Construction Specifications Institute) is an organization that has set standards for all constructions based on the technical specifications. The technical specifications are classified into 16 divisions.Section The Section field is used to reference a hard-copy design document that is produced outside of the IBM TRIRIGA system.
Discipline Use the Search icon to select a specific discipline for the Value Engineering Proposal record being created. In the search list, the system retrieves the available disciplines (such as Architectural, Civil, Equipment, etc.) from the Project business object in the Classification hierarchy.
Work Location Use the Search icon to select a specific work location for the Value Engineering Proposal record being created. In the Query window, the system displays a list of available records that are retrieved from the Space business object in the Location hierarchy. Select the required location and click OK. The selected work location will be displayed in this field.