PMs Assessment
Updated this week

10 PMs Assessment is raised by Project Manager when they have rejected a quotation based on some reason like contractor has not submitted the quotation correctly or has not submitted the quotation since long time.

Click on a relevant link below to continue:

A. Create New '10 PMs Assessment'

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 '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 Project Manager to send PMs assessment of 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 the contract for which PMs 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 PMs 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 PMs assessment.

B4. Section

To select the section applicable in the contract for this PMs 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 PMs assessment.

B7. Subject

To enter subject line for this PMs assessment.

B8. Project Manager's assessment

To enter details of assessment by 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 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 related contract upon completion of this compensation event.

B11. Price Changes

To add new price change details, you need to click on 'Click here to define Price Changes' option available at bottom left of this form section. It will add a new row wherein you can fill related details and define changes to the CBS codes under the assessment:

B11.1 Section

Select section for which price change is needed based on this PMs 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 PMs assessment.

B11.3 Original Price £

Displays original price for selected CBS code.

B11.4 Total Additions £

Displays total additions in price for selected CBS code.

B11.5 Current Additions £

Enter current addition in price for selected CBS code.

B11.6 Revised Price £

Displays revised price for selected CBS code by including the current addition in price entered.

B11.7 Impact Start Date

Select an impact start date for corresponding price change.

B11.8 Impact End Date

Select an impact end date for corresponding price change

B12 Programme Changes

To add new programme change details, you need to click on 'Insert New Programme Change Estimate' option available at bottom left of this form section. It will add a new row wherein you can fill 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 selected key date.

B12.3 Original Completion Date

Displays the original completion date as per selected key date.

B12.4 Total Additions (Days)

Displays total additions in days as per selected key date.

B12.5 Current Additions (Days)

Enter current additions in days for selected key date.

B12.6 Revised Completion Date

Displays revised completion date by including the current additions in price entered.

Entering Reference Document Details

B13 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.

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 '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 '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 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 id's with hyperlink to open related form as applicable.



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