BOM Review by General Contractor
The purpose of this job aid is to walk General Contractors through the process to review BOMs created by the automated BOM creation process.
CX050 Initial BOM Reviewed by GC
As a General Contractor, the user will need to review the initial BOM after MA120 is completed and the Construction Manager has reviewed it. The CM will communicate to the GC that a BOM is available for review.
Open a site in NexsysOne, and select the BOM tab.
Note: If the GC does not have access to the BOM tab, they would need to contact their Market contact (generally the Construction Manager) to request access.
Choose the appropriate BOM from dropdown to load the BOM details. The BOM name will be formatted as “Site ID CX Materials”.
Review and verify that the materials are correct on the list to the right of the BOM details.
If the list of materials is incorrect, adjust the list by adding, removing, or editing the materials until correct. For assistance with this process, visit the Editing a BOM section of this job aid. For additional support, reach out to your CM.
If the list of materials is correct, select the Submit button at the top of the BOM.
After review, the GC will need to actualize the task CX050 BOM Reviewed by GC on the Milestone Progress page.
Select the A on the line for CX050, and select today’s date to mark that task as completed.
Editing a BOM
Increase Existing Item Quantity
Select the item from the BOM list (will highlight gray).
Select ‘Add Transaction’ from the icon menu top-right of your screen.
Adjust ‘Item Qty’ to the total quantity needed (not the amount to be added to existing qty). Hit ‘Save’, then ‘OK’.
Confirm your line-item quantity is correct. Repeat steps 1-3 above if correction or further adjustment is needed.
Remove Item from BOM
Select item from the BOM list (will highlight gray).
Select ‘Delete’ from the icon menu top-right of your screen and hit ‘OK’.
Confirm your item has been removed from the BOM list. Repeat steps 1-2 as needed.
Add New Items to BOM
Select ‘New’ from icon menu top-right of your screen
Fill out ‘Add BOM Item’ form, then hit ‘Save’.
Product: Search your item by name/type/#/description
Vendor: If it doesn’t autopopulate, select any option from dropdown
Item Qty: Enter your needed item quantity
Item Price: If it doesn’t autopopulate, enter “1”
Lead Time: Enter applicable lead time, or enter “1” if unknown
MS Layout: Always enter “MA190 CIVIL EQUIPMENT AND MATERIAL RECEIVED
MS Date: Always select “Forecast Date”
Payment MS: Enter applicable Payment Milestone date, or leave blank
Confirm your new item has been added to the list at the correct quantity.