PMs Instruction
Updated this week

Click on a relevant link below to continue:

A. Create New '04 PMs Instruction'

It can be created by users in Project Manager role by going to 'Project Forms' or 'Contracts' area as applicable.

Expand the 'C. Compensation Event Process' group and select '04 PMs Instruction' type.

Click on '+ Create Form' to create a new '04 PMs Instruction'.

B. Enter Details for '04 PMs Instruction'

This form is used by Project Manager to send instructions to the Contractor. Below is a description of the available fields:

B1. Contract Search

To use the search options available - contract code and contract description - to search the contract for which PMs instruction is to be raised. This would be specifically helpful in cases when you have a long list of contracts and you need to filter out the required contract from the list.

B2. Contract

To select the contract for which new PMs instruction is to be raised. You cannot proceed further with this form without selecting a contract. Based on the contract selected, some of the information may get auto-filled in the form.

B3. To Contractor

To select the contractor for sending this PMs instruction.

B4. Section

To select the section applicable in the contract for this PMs instruction. Click here for detailed help on contract sections.

B5. User Ref

To enter details for user reference. This is an optional field.

B6. Early Warning Register reference (if given)

To select the early warning record of the selected contract with which this PMs instruction will be linked.

B7. Subject

To enter subject line for this PMs instruction. This will be auto filled based on the value that you selected under 'Early Warning Register reference'.

B8. Project Manager's instruction

To enter Project Manager's instruction as needed.

B9. In accordance with the provisions of this contract, the Contractor is instructed as follows

You need to select an appropriate option from the given list. Available options are listed below:

(a) 14.3 A change to the Scope or a Key Date

(b) 17.1 Resolution of ambiguity or inconsistency

(c) 23.1 To submit particulars of the design of an item of Equipment

(d) 32.2 To submit a revised programme for acceptance

(e) 45.1 A change made to the Scope to accept a defect

(f) Any other instruction by the Project Manager which invokes a compensation event under clause 60.1 other than 60.1.(1)

(g) Other (please specify)

If selecting from the first 5 options i.e. instruction code 14.3 / 17.1 / 23.1 / 32.2 / 45.1, depending on the radio option that you select, the radio button selection at the bottom will indicate whether the selected option i.e. instruction is a compensation event or not (under clause 60.1). Depending on the instruction selected, you might need to select relevant clauses if it is defined as a compensation event.

If selecting the option 6 i.e. Any other instruction by the Project Manager which invokes a compensation event under clause 60.1 other than 60.1.(1), you have an option to define whether the instruction is a compensation event or not (under clause 60.1).

If selecting the option 7 i.e. Others (please specify), you can specify the instruction as needed in the textbox that populates. Also, you will have option to define whether instruction you mentioned is a compensation event or not (under clause 60.1).

In case of a compensation event, Project Manager can notify Contractor to submit a quotation against the selected compensation event. Otherwise, a quotation is not required.

Entering Reference Document Details

B10. Click here to add reference document details

To add new reference document details, you need to click on 'Click here to add reference document details' option available at bottom left of this form section. It will add a new row wherein you can fill details regarding description of reference document and include hyperlink for the same.

To attach external files as reference documents, click here for detailed help on how to attach files while creating a form.

To associate existing files on the projects accessible to you on Asite, click here for detailed help on how to associate files while creating a form.

B10.1 Description

To enter a description of the reference document that you are adding.

B10.2 Hyperlink

To enter a hyperlink for the corresponding reference document description.

C. Submit Details for '04 PMs Instruction' / Save Details as Draft

Once you have entered the required details, click 'Send' button to save / submit the details. The form will be distributed as per the distributed list defined while creating the form if any.

In case you plan to edit and submit later, use the 'Save Draft' button to save the details as a draft. In such a scenario, you have an option to get the draft message reviewed by some other user by assigning them 'Review Draft' task. Users who are added as 'Draft Only' members in the contract management team will only be able to save the form details as a draft and cannot 'Send' the form.

Click 'Cancel' if you want to entirely cancel the form under creation. Clicking on 'Cancel' will prompt the user to confirm once again as any unsaved data in the form under creation will be lost forever once it is cancelled.

D. Edit Draft of '04 PMs Instruction'

Click here for detailed help on how to edit an existing form draft.

E. View Existing '04 PMs Instruction'

To open an existing '04 PMs Instruction' form for viewing, click on the form title from relevant listing area. The form will open in view mode as shown below.

Click here for detailed help on Form Viewer Options.

Click on the contract number to view related contract details. Similarly, click on any of the form ids with hyperlink to open related form as applicable.


Next Article: NCE by Contractor


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