Finals Findings

Background

The Finals Findings record enables Finals Administrators to identify and validate variances in planned vs. actual construction costs. This record is only used by Finals Administrators.

Access: This record is located in the Costs module of PMWeb.

Related Pages: Daily Diaries, Time Count, Pay Estimates, Projected Quantities, Spec-Added Items, Contracts, Stockpiled Materials.

Job Aids

The following job aids and reference guides are relevant to Finals Findings records:

• Conduct a Finals Findings Review

• Respond to a Finals Findings Collaboration request

To request additional training or documentation, please submit a Help Request in PMWeb. 

Record Guidance

There are several types of records relevant to the Finals Findings process:

• The Finals Findings record is where Pay Items that are under review are noted, as well as final determinations and notes about those items.

• The Pay Estimates record houses the "Authorized Item Quantities Report" button, which is the report used to review Pay Items and mark them for further review

• The Daily Diaries record is often where a user may input additional information after a Finals Administrator has marked a Pay Item for review.

The following reports are available for the Finals Findings record in "BI Reporting":

• Authorized Items Quantity Report

• Tracking Log Report

• Daily Diary Summary Report

• Finals Findings Tracking Report

Workflow Guidance

There is no Workflow process associated with this record.

If desired, users may leverage the Collaborate functionality to request input from specialty groups.

Integration and Trigger Guidance

The Finals Findings record integrates with or triggers to/from the following: 

• During an interim Finals Findings reviews the top 2 items per million $ based on original contract items from the Contract record are pulled into the Finals Findings record

  • For example, for a contract with $15 million of value, an interim Finals Findings record would pull in 30 of the highest contract value line items for review

• During a final Finals findings review the top 2 items per million $ based on total amount invoiced/paid through Pay Estimate records

FAQs

I assigned an item to someone with the "Assign To" column in the Finals Findings record table. Why haven't they been notified?

Merely assigning a PMWeb user in the Finals Findings record table won't notify them -- it's just a way to show them which line of the table is pertinent to them. You must also send a formal Collaboration request to the user via the Collaboration tab.

If I've been asked to collaborate on a Finals Findings record, why can't I edit the record?

Only Finals Administrators have the ability to edit Finals Findings records. As a collaborator, you will provide input by adding information to (1) other records (e.g. Daily Diaries) and/or (2) the Comments section of your review. As much as possible, keep communications between you and the Finals Administrator in PMWeb.

How do I know if a Finals Administrator has requested my input on a Finals Finding record?

If a Finals Administrator requires your input, they will notify you via the Collaboration function within PMWeb. This means you will (1) receive an email notification from PMWeb, and (2) a request will show up in your "In My Court" section when you log in to PMWeb.