10 PMs Assessment is raised by the Project Manager when they have rejected a quotation based on some reason, like the contractor has not submitted the quotation correctly or has not submitted the quotation for a long time.
Click on a relevant link below to continue:
A. Create New '10 PMs Assessment'
It can be created by users in the Project Manager role by going to the 'Project Forms' or 'Contracts' area, as applicable.
Expand the 'C. Compensation Event Process' group and select '10 PMs Assessment' type.
Click on '+ Create Form' to create a new '10 PMs Assessment'.
B. Enter Details for '10 PMs Assessment'
This form is used by the Project Manager to send the PM's assessment of the selected incident 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 for the contract for which the PM's assessment 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 this PM's assessment is to be raised. You cannot proceed further with this form without selecting a contract.
B3. To (Project Manager)
To select a specific contractor for sending this PM's assessment.
B4. Section
To select the section applicable in the contract for this PM's assessment. Click here for detailed help on contract sections.
B5. User Ref
To enter details for user reference. This is an optional field.
B6. Incident
To select the incident ID for this PM's assessment.
B7. Subject
To enter the subject line for this PM's assessment.
B8. Project Manager's assessment
To enter the details of the assessment by the Project Manager.
B9. This notification implements this Compensation Event. The following is a summary of the contract price and completion date upon implementation of this Compensation Event on
Displays a summary of the contract price and completion date upon implementation of the related compensation event.
B10. This notification implements this Compensation Event. The following are the changes to the activities of the contract upon implementation of this Compensation Event on
Displays the changes to the activities of the related contract upon completion of this compensation event.
B11. Price Changes
To add new price change details, you need to click the 'Click here to define Price Changes' option at the bottom left of this form section. It will add a new row wherein you can fill in related details and define changes to the CBS codes under the assessment:
B11.1 Section
Select the section for which the price change is needed based on this PM's assessment.
B11.2 CBS / Activity Code | Description
Based on the selection section in the corresponding dropdown, select a relevant CBS / activity code and description for which price change is needed based on this PM's assessment.
B11.3 Original Price £
Displays the original price for the selected CBS code.
B11.4 Total Additions £
Displays total additions in price for the selected CBS code.
B11.5 Current Additions £
Enter the current addition in price for the selected CBS code.
B11.6 Revised Price £
Displays revised price for selected CBS code by including the current addition in the price entered.
B11.7 Impact Start Date
Select an impact start date for the corresponding price change.
B11.8 Impact End Date
Select an impact end date for the corresponding price change
B12 Programme Changes
To add new programme change details, you need to click the 'Insert New Programme Change Estimate' option at the bottom left of this form section. It will add a new row wherein you can fill in related details and define changes to the Completion Date / Sectional Completion Dates / Key Dates under the quotation. Enter a positive (+ve_ value to define a delay to a date, enter a negative (-ve) value to define earlier achievement of a date.
B12.1 Key Date
Select a key date type from the available list.
B12.2 Date Description
Displays the description of the selected key date.
B12.3 Original Completion Date
Displays the original completion date as per the selected key date.
B12.4 Total Additions (Days)
Displays total additions in days as per the selected key date.
B12.5 Current Additions (Days)
Enter current additions in days for the selected key date.
B12.6 Revised Completion Date
Displays revised completion date by including the current additions in the price entered.
Entering Reference Document Details
B13 Click here to add Reference Document details
To add new reference document details, you need to click the 'Click here to add Reference Document details' option at the bottom left of this form section. It will add a new row wherein you can fill in details regarding the description of the reference document and include a 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.
B13.1 Description
To enter a description of the reference document that you are adding.
B13.2 Hyperlink
To enter a hyperlink for the corresponding reference document description.
C. Submit Details for '10 PMs Assessment' / Save Details as Draft
Once you have entered the required details, click the 'Send' button to save/submit the details. This will send a 'For Information' task to the Contractor. Also, the form will be distributed separately as per the distribution list entered 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 the '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 '10 PMs Assessment'
Click here for detailed help on how to edit an existing form draft.
E. View Existing '10 PMs Assessment'
To open an existing '10 PMs Assessment' form for viewing, click on the form title from the 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 any form ID with a hyperlink to open the related form as applicable.
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