OneOffice User Manual
Contents
1. entry made Comments For identification a rp of x PNIS work was performed shoul noted i Special note OneOffice locks Date Quantity and z Stn to Stn data fields once transaction is included of 255 characters in a Pay Request O Create Uniform Tallysheet Documentation 0 Create Non uniform Tallysheet CO Create Sketch Add Transaction Once added a transaction cannot be deleted When data fields are filled in select Add Transaction MAKING and EDITING TRANSACTIONS ON LINE OneOffice ta EJ mv Page Safety v Tools e d Daily Journal Item Record Accounts Open Transactions Posted Transactions Material On Hand Project 9991123 Rod 1 5 2104 501 REMOVE CURB AND GUTTER LIN FT ina Price 2 50 Est 1380 Open 700 Posted 0 Used 700 On Hand 0 Cat No 001 Est 1380 Used 700 Entered Stn to Stn 2 s A y 7 1 2014 K TR 20 00 23450 LT 0 00 5875 00 1 SOURCE PHYSICALLY MEASURED 7 1 2014 K TR 20400 23 50 RT 875 00 1 SOURCE PHYSICALLY MEASURED a View Edit Tally Sheet or Sketch Make Adjustment To continue entering quantities for the same item you can select Add Transaction at the bottom of screen or if vou wish to choose a different item there are different ways to accomplish this 1 Use the Item Record Accounts pull down at the top of page 22. 0 Working Days Ole Changed 0 Calendar Days O May be if work affected the controlling operation Enter a powtve number if ihe days are creased or a negalive number if the days are decreased Submit You canmol access eAperoval setup Since we have not created an item there is none listed Note this page looks a lot like the previous Add Contact Change but it has two distinct differences Window title identifies what we are editing Edit Backsheet 1 New Navigational Options appear at the bottom of window Select Add View Items Add ltem Back to Backsheet 1 Tema items have been added Add Item Back to Backsheet 1 Contract Changes Project Number 9991123 Category Backsheet 1 ITEM NUMBER DESCRIPTIF QUAN Plan Quar Funding In O Dont ch O Remove Match tq Over wri Fundin Category 001 002 003 004 005 This returns every item in all available pay item tables Note that an item may appear on multiple Origins Always select the one on the most recent table In this case MNDOT 2014 Highlight the top Item and select Select Item Origin Search Item Windows Internet Explorer provided by Hennepin County Humber fo Description US Metric Units UNITS To find an authorized pay item you can search using a pay item Search Results 900 max number or any part of an it
3. Item Testing Management Project Setup Item Setu tem Setup Select Add Intermediate Project and fill in information Consultants Item Record Accounts Contract Changes Pay Requests Intermediate Projects Add Intermediate Project Information SPECIAL PROVISION NUMBER Suspension of Work 2 Weekly Diary INTERMEDIATE PROJECT TITLE Open to Traffic Y Completion Data SV Deniact Cehadulinn Roadway must be open to one way traffic by November 15 2014 Intermediate Project Description Total Working Days 060 Intermediate Project Completion Date 11 15 2014 Attachment Browse For File Note a file can be attached as reference to support intermediate Repeat as many times as the contract requires Intermediates to be tracked Now the data fields are populated and report 1s ready to be worked on Navigate to Item Record Account using the Navigation Window m dA v Pagev Open Transactions Posted Transactions Material On Hand Total Contract Amount Item Record Accounts 624 914 52 n 2021 50 MIOBILIZATION 2031 501FIELD OFFICE TYPE D 2101 511 CLEARING AND GRUBBING From the Item Record Accounts page Click on Daily Journal WEEKLY CONSTRUCTION DIARY AND STATEMENT OF WORKING DAYS OncOffice T v Safetyy Tools v e a gt Construction Opened
4. Feasibility Report Plans amp Specs on C Construction Single Page Completion Closed Project s View All Projects Enter Project number or select View All Projects Then Continue 4 1 1 GETTING STARTED Select Project Date Opened Client D 2000700 Construction 12 8 2006 RTVISION county road 35 9338 Feasibility Report 1 9 2007 RTVISION TEST PROJECT Construction 7 17 2006 RTVISION TEST PROJECT Highlight desired project Then Open Selected Project Open Selected Project I Advanced Search Back to Main Menu GETTING AROUND Jd O0neOffice Internet E Toe ua F t yy n i we nad AM tea Cerda a elato JC E E re Fabi emi lcd ge Your Project is now open ON LINE A pop up Navigation Window on the left appears when curser is moved over window area then collapses when curser is moved away 1 2 GETTING STARTED Go e me Fle Edt Wew Favertes Took up Favortes wm Googe Maps Home Homes and Communities U Homes for Sde RedEstete Portal To Home IP TurboTax Orne 8 nm 9 og Seye Took p Quick Links 9991123 V Plans amp Specs Data V Completion Data SY Project hom Sketcher The following are the navig
5. Contract Percent Complete Total Contract Amount apes Item Record Accounts 504 918 52 Original Contract Amount 624 834 52 Units LUMP SUM 22011 601 CONSTRUCTION SURVEYING 1 1 2 2021 501 MOBILIZATION LUMP SUM 1 1 500 00 0 00 050 050 0 00 0 00 37 2031 501FIELD OFFICE TYPE D EACH 1 30 000 00 0 00 1 00 100 0 00 000 3 2101 511CLEARING AND GRUBBING LUMP SUM 1 950 00 0 00 0 50 050 0 00 0 00 4 2104 501REMOVE SEWER PIPE STORM LIN FT 3 525 00 0 00 34 00 34 00 0 00 0 00 5 2104 501 CURB AND GUTTER LIN FT 1380 5345000 0 00 700 00 700 00 0 00 0 00 6 2104 501REMOVE CONCRETE CURB LIN FT 270 540 00 0 00 267 00 267 00 0 00 0 00 7 2104 501 REMOVE FENCE LIN FT AAA 85 00 0 00 35 00 35 00 0 00 00 8 2104 503REMOVE CONCRETE WALK SQ FT 10020 6 513 00 0 00 3 510 00 3 510 00 0 00 0 00 9 2104 503REMOVE CONCRETE DRIVEWAY PAVEMENT SOFT 590 885 00 6 00 000 000 0 00 000 0 2104 505 BITUMINOUS PAVEMENT SQ YD 1415 5524500 000 710 00 710 00 0 00 0 00 Local intranet Protected Mode Off Here project items can be accessed either by double clicking on desired line item or by highlighting the desired line selecting Add Transaction however a third option is View Transaction View Transaction adds one step to the Add Transaction process that allows a review of previous entries This may be helpful for items that a naming convention is desirable MAKING and EDITING TRANSACTIONS ON LI
6. Daily Journal Item Record Accounts Open Transactions Posted Transactions Material On Hand Working Days Summary es 20 View Wednesday February 19 2014 Weathe 5 ifm Days Charged Contract High Temp Low Temp Progress Controlling Operations or Major Type of Work asa whole T T Intermediate Project 1 __ Use pull 4 Scheduled VITSE MISES U Description and Road Number own P 31 wm t Click WinGOoOw to here to select Intermed INN o ntermediaw o014ec P notes Per nate forthe intermediate 7 7 Daily Comments Complete data fields as needed Be sure to Save Journal any time you choose to navigate away form this window or you will lose information 4 020000 Weekly Summa B Quick Links IY Once data fields are complete you can review Weekly Diary by using the navigation window and selecting Weekly Diary under eMedia or from this Daily Journal window using the drop Construction Data down window near top right titled View and selecting Weekly Diary iy Project Management Project Items Funding Solis Funding
7. OneOffice User Manual CONSTRUCTION PROJECT MANAGEMENT Transportation Builder Open Project New Project Sub Pr E Project Items Item Funding Setup Permits Search for Project Item Record Accounts Bid Tabulation Enter Bid Data lon Ad For Bid Projece Gafletin tin Project Scheduling Timecard Check Out Check In Quick Links eApproval A Web Based System m x of ontraci cord OneOFFICE PROJECT FUNDING MANAGEMENT USER MANUAL FOR HENNEPIN COUNTY 1 Getting Started docx m 2 Making and Editing Transactions LINE doc 3 TEMP WORKING OFF LINE doc 4 Material on Hand docx 5 Contract changes add backsheet docx IM 6 temp PARTIAL ESTIMATES doc wt J WEEKLY CONSTRUCTION DIARY AND STATEMENT OF WORKING DAYS doc GETTING STARTED ONLINE TRANSACTIONS The One Office Project Funding Management Program is a Web based system developed by RTVision GETTING STARTED In your internet browser go to your OneOffice url One Office Main Menu One OFFICE i ad N gt z Administration Sub Project Item New Project Br Project Items Item Funding Setup Permits Ad For Bid i Proiect Schedulin P E Item Record Contractor Plan Search for Project Are Bid Tabulation Enter Bid Data Holders Check In Check Quick Links Select Project Project Items Item Funding Setu AMETE IUIS x
8. Use the pull down arrow to the right of item above 3 Use the navigation window on the left as before Partial Estimate EDIT TRANSACTION To edit a transaction highlight entry line and select Edit Transaction OneOffice Project 9991123 Base Bid 5 2104 501 118 REMOVE CURB AND GUTTER 1380 2 50 RT TERES 700 Units LIN FT OLME 0 data fields are editable since this Road ransaction 15 still Open To make i modifications simply select data field make DATE 7 204 revisions and once satisfied select Modify QUANTITY 350 UN FT Transactions If at any time you choose to exit 9 ee select Cancel and without saving altered Comments information OneOffice will return to the Item Record window Stn to Stn Tktto Tkt 20 00 23450RT SOURCE PHYSICALLY MEASURED E Documentation z of 255 characters Modify Transaction 2 3 MAKING and EDITING TRANSACTIONS ON LINE ADJUSTING Posted Transactions OneOffice fa yi d Y Page Safety v Tools e Daily Journal Item Record Accounts Open Transactions Posted Transactions Material On Hand 9991123 ETTEEM B 5 2104 501 REMOVE CURB AND GUTTER LIN FT Price 2 50 Est 1380 Open 700 Posted 0 Used 700 On Hand 0 Cat No 001 Est 1380 Used 700 Sin to Stn Documentation By
9. bridge BB 60 2452 508 C P CONCRETE PILING DRIVEN 12 628 5 0 6 500 00 3 142 50 bridge BB 61 2452 519 C I P CONCRETE TEST PILE 60 FT LONG 12 2 0 16 000 00 8 000 00 bridge 62 2452 601 STEEL SHEET PILING TEMPORARY 0 5 0 15 000 00 7 500 00 bridge Add Transaction Add Liquidated Damage To check project out for working in field click Out OT Check In Check Out from One Office Main Menu rom the IRA page i at dca ti gt Da 35 242 x 2 5 2 z rig 4 2 4 j wA al j Ig gt ee E f E IE E Transportation Builder Project Constructo eMedia Controller Administration ltem Funding Setup i Proi Project Bulletin Search for Project Item Record Enter Bid Data Contractor Plan Board A nts 4 4 4 Holders Check In Check WORKING OFF LINE Work Offline 23 This will allow you to do IRA Transactions and Daily Journal entries while not on the network Select the projects that you will need to work with on the left Then choose the location to store the data on your computer or accept the default Then click the OK Sel ect ihe P OF eci s button to start working offline by highlighting Cancel OK Then click OK XML Creation is Starting XML Creation is Complete R are now ready to work o
10. hdd Gn Check Out Check In ST 53 200 Dp TET 0 On Hand IB Once information 15 entered select Add Material On Hand Transaction im Page Tosh MATERIALS ON HAND 3 Page Salety ia Lonsiucion Opened Bin dae Comments 2 19 2014 16 000 00 Group 3 Take special note this is still Material On Hand The window looks just like the IRA window but you must navigate to IRA to make item entries Edit Transaction fey Ry G Y Pagev Safety Toos v gt Construction Opened Daily Journal Item Record Accounts Open Transactions Posted Transactions Material On Hand Project 5951123 TE 54 2545 511 LIGHTING UNIT TYPE SPECIAL 1 EACH Price 3 200 00 Est 8 Open 0 Posted 0 Used 0 On Hand 8 Cat No 003 Est 8 Used 0 Entered Stn to Stn Total By Tkt toTkt Funding Documentation Comments Amount Here we are back at IRA window for Lighting Unit Type Special 1 One main differance to aid in recognizing IRA vs MOH is the View Edit Tally Sheet or Sketch botton on bottom of window Edit Transaction Add Transaction View Edit Tally Sheet or Sketch Make Adjustment Local intranet Protected Mode Off MATERIALS ON HAND As you enter for payment qu
11. 3 n Edit Material On Hand Check Out Check In View Material On Hand Make Adjustment Keep in mind that the total amount cannot exceed the contract amount as per Standard Specifications and the quantity cannot exceed proposal quantity Contract Changes OneOffice has provisions to add Pay Items for modifications to the Contract by Supplemental Agreements Change Orders and for work covered by Standard Specification through Backsheets BACKSHEET In the Original Bid there will be Pay Item Lines not included that the basis of payment is covered in Standard Specifications and therefore do not require further negotiations to establish payment They may include Bituminous Incentive Disincentive hold back for erosion control maintenance among others Example Contract does not have pay item for Water for Dust Control Standard Specification 2130 5 States The Department will pay for water applied to aggregate surfaces for dust control caused by the traveling public on portions of the project open to traffic as directed or approved by the Engineer at a unit price of 20 per 1 000 gal 5 45 per cu m in the absence of the Contract Pay Item 2130 501 To add a Backsheet move to the navigation window and select Contract Changes rem 1 D E ee Toe Quick Links m X gt Construction Opened Daily Journal Item Record Accounts Open Transactions Posted Transactions Material On Hand Base Contr
12. 5 or as 5 Add Pay Request Complete Data fields FROMDATE TO DATE From Date must match Processing Date the date from last Comment 1 FINAL RFP Retainage Percent d Check the retainage each time you prepare an estimate Enter a Processing Date OPTIONAL this can be today s date or any other that you choose Submit o5 Pap Say Toeh r Pay Requests for Project 9991123 Note Pay Request options in green lettering These will differ from County to County Select Request 1 0 WEEKLY CONSTRUCTION DIARY AND STATEMENT OF WORKING DAYS 0000000000 UPS To populate contract information on the Weekly Diary such as Start Date Working Days and Major Contract Items from the Navigation Window select Weekly Diary 9991123 SY Feasibility Report Data SY Plans amp Specs Data E4 Construction Data E4 Project ltem Management Project Items Sub Project Item Funding Funding Splits Item Funding Setup Item Funding Reports Agreements Request Permits Track Permits EM ltem Testing Management Project Setup ltem Setup Item Testing Setup 2 Item Testing Results Consultants Item Record Accounts Contract Changes Pay Requests Intermediate Projects State Aid Pay Requests RBA AA MET of Work Completion Data 74 Praisnert Sehedulina OneOffice gt OE
13. 52000 Hennepin County KTR a 2i Backshsel 1 Water Dus Cod Toini 70 00 A quick review indicates we have approved backsheet with one Item with price of 20 00 for Water There are few navigational buttons on this page to be familiar with The Edit we have already used The Review button next to it takes you to a window showing more detail of the Backsheet listed The button at the top of page Add Contract Change will take you to the window where you can make additional changes Mn DOT Construction Tools is a hyperlink to the State s construction web site For now using the Pop up Navigation Window on the left you can go to Item Record Account and begin entering quantities to this item as to any other contract item PARTIAL PAYMENTS OneOffice Quick Links To create a partial estimate for payment choose Pay Request from the navigation window wz Feasibility Report Data wz Plans amp Specs Data iy Project Item Management Sub Project Item Funding Funding Splits Item Funding Setup Item Funding Reports E Item Testing Management Project Setup Item Item Testing Setup Intermediate Projects State Aid Pay Requests 5 Completion Data Y Project Scheduling Pay Request Then select Pay Request CAUTION REMOVAL OF A PAY REQUEST CAN BE REVERSED PARTIAL PAYMENTS Enter the Retainage This can be entered as whole number
14. SELECT GRANULAR BORROW 40 BRIDGE APPROACH PANEL 279 STRUCTURAL CONCRETE 224 BRIDGE SLAB CONCRETE 3736 3332 TYPE MODIFIED P 1 RAILING 107 SIDEWALK CONCRETE 3746 975 REINFORCEMENT BARS EPOXY 49550 STRUCTURE EXCAVATION 1 BRIDGE DECK PLANING 5100 STRUCTURAL TUBE RAILING 106 ELASTOMERIC BEARING PAD 34 CONCRETE WEARING COURSE 5100 SANDBLAST SPECIAL PRESTRESSED CONCRETE STONE MASONRY 3 5 STONE MASONRY VEHEEH um pen TE Descriplion Quantity Total Amount 62 074 50 11 640 00 35 750 00 106 400 00 793 569 00 3 346 00 7 312 50 49 550 00 75 000 00 5 100 00 15 080 00 4 250 00 30 600 00 3 060 00 133 600 00 27 200 00 53 200 00 RejQuery Posted Transactions Posted Transactions Amount Used 152 074 510 0 00 0 00 54 625 00 0 00 0 00 0 00 12 202 00 56 250 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 ARCHITECTURAL CONCRETE 1 450 00 0 00 From this page you can make a Backup of Offline Data to a flash drive view open since last pay request posted and to date Transactions make entries to the Daily Journal and from here you can also make transactions for individual items quantity entries by Highlighting item and selecting Add Edit Transaction icon Item Record Accounts 2000700 Transactions 2000 00 Category Contract Change bridge View Open Daily Backu
15. Splits Save Journal Item Funding Setup Item Funding Reports Agreements Item Record Accounts Contract Changes Pay Requests v Week Diaw a f m At any time you can review the weekly by pulling up the navigation window and selecting eMedia my eMedia Weekly Dia D 2 Daily Diary F 7 3 El Nana
16. Tkt toTkt 7 1 2044K TR 20400 23450 LT i 875 00 1 SOURCE PHYSICALLY MEASURED 7 1 2014 20400 23450 RT 350 00 875 00 1 SOURCE PHYSICALLY MEASURED Edit Transaction Add Transaction View Edit Tally Sheet or Sketch Make Adjustment An adjustment can be made to a previous transaction that has been Posted by highlighting transaction and selecting Make Adjustment E OneOffice Project 9991123 EYES Base Bid 5 2104501 DESIT REMOVE CURB AND GUTTER Contract Quantity 1380 2 50 700 Units LIN FT ____ 0 Category Road Add Adjustment Category ROAD Base Transaction 5 2104 501 REMOVE CURB AND GUTTER LIN FT v Transaction 7 1 2014 350 00 GROUP 1 v DATE 7 1 2014 QUANTITY unt Comments of 255 characters Add Adjustment Requests not processed for our tutorial project therefore transactions do not become Posted but a few things to take note of 1 Negative adjustments cannot exceed the original transaction 2 At this time the Stn to Stn field will be blank so additional information in Comments field will be useful when auditing entries for finalizing project 3 Again once Adjustment is selected a transaction line will be added that cannot be deleted only edited MAKING and EDITING TRANSACT
17. Used CO Quantity Quantity BE 40 MOBILIZATION 1 BB 41 SELECT GRANULAR BORROW 740 BB 42 BRIDGE APPROACH PANEL 2h BB 43 STRUCTURAL CONCRETE 224 BB 44 BRIDGE SLAB 3736 3332 BB 45 TYPE MODIFIED P 1 RAILING 107 BB 45 SIDEWALK CONCRETE 3746 975 BB 47 REINFORCEMENT BARS EPOXY 49550 BB 48 STRUCTURE EXCAVATION 1 BB 43 BRIDGE DECK PLANING 5100 BB 50 STRUCTURAL TUBE RAILING 106 BB 51 ELASTOMERIC BEARING PAD 34 BB 52 CONCRETE WEARING COURSE 5100 BB 53 SANDBLAST SPECIAL 5100 BB 54 PRESTRESSED CONCRETE 668 BB 55 STONE MASDNR Y VEMEEHR 3 5 32 BB 56 STONE MASONRY VENEEH 56 BB 57 ARCHITECTURAL CONCRETE 62 074 50 62 074 50 411 840 00 0 00 35 750 00 0 00 106 400 00 54 625 00 79 563 00 0 00 3 346 00 0 00 7 312 50 0 00 49 550 00 12 202 00 75 000 00 155 250 00 5 100 00 0 00 13 080 00 0 00 4 250 00 0 00 30 600_ 00 0 00 3 060 00 0 00 133 500 00 0 00 27 200 00 0 00 53 200 00 0 00 1 450 00 0 00 uh om Daily Journal Entries 2000700 Open Date Next Date Previous Date Save Close Date Weather Conditions Days Charged 0 Working Days Summary Temperature Contract 90 Remaining 89 Total 1 This Week 1 High Low Progress Controlling Operations or Major Type of Work Contractor Ho
18. that have not been incorporated into a pay request POSTED TRANSACTIONS Entries that have been incorporated into pay request USED Total of Posted and Open Transactions ON LINE Web based OFF LINE Stand alone disconnected from Web CHECKED IN Working in project on line CHECKED OUT Working in project off line PAY REQUEST Partial Estimate 1 5 MAKING and EDITING TRANSACTIONS ON LINE From the Project Opened window OneOffice Ta v UL S v Pagev Safety Tools v m Quick Links 5 9991123 Again the Navigation Window appears E Construction Dat when curser is moved over window area on Construction 2 iy Project Management perm the left then collapses when curser is movec Sub Project Item Funding Funding Splits Item Funding Setup away Item Funding Reports Agreements Request Permits Track Permits E Testing Management Project Setup tem Setup Select Item Record Accounts to begin Item Testing Setup Item Testing Results Ie transactions Item Record Accounts Contract Changes Pay Requests Intermediate Projects State Aid Pay Requests RBA AA Suspension of Work Weekly Diary Ls Favosites Googie Maps Home Homes and Commurnibes 60 Homes Sale HUO 6 Hopeful Pescemakes 6 Real Estate Portal To TurboTax Onine OmOffice D Pager
19. 7 0 od ov Pager Toos gt Construction Opened _Weekly Diary Set Report Week End Date No of Weekday No of Weekend No click to view diary Journals Journals Adm Specified Completion Date 02 01 2014 ec 22 Select the tab for Weekly Diary Setup B B 2 tome Toe 7 Weekly Diary Setup Type of Contract Choose Type of Contract on e Check off appropriate PRI Bot Fl o e tet conespongo ee of tay es information and follow Note The Weely Diary By Contract for Contract 27 999 001 is controled by Project SP 027 999 001 Be sure to set these 05 in that project if using the Weebly Diary By Contract steps 1 5 making sure on step 5 to click Finish to save information WEEKLY CONSTRUCTION DIARY AND STAT EMENT OF WORKING DAYS OneOffice m 1 gd v Safetyv Toos Quick Links ina gt Construction Opened Intermediate Projects Add Intermediate Project Special Provision Intermediate bicsnodiur Prolocr Doscriedion Total reer eas ttachment Roadway must be open to one traffic EJ ws by November 15 201 E Construction Data Project Management Project Items Sub Project Item Funding Funding Splits Item Funding Setup ec 99 From the Navigation Window select Intermediate Projects to populate the Weekly Diary Intermediate Date information
20. IONS ON LINE By 2 AT Tkt toTkt 3 These can be very useful on larger projects in checking entries but a naming convention must be set up in the Stn to Stn field from when the first transactions 1s made Example a project with fifty sanitary manholes numbered 200 249 and sixty storm sewer structures both catch basins and manholes numbered 1 60 all get new castings The project 15 a two year job and there maybe multiple persons making entries The sort function can make it easy to determine if a particular structure has been account if care is taken at time of entry with an understanding of how OneOffice sorts data Unlike Xcel which sorts by full numerical value of entry OneOffice sorts by the value of the first intiger numeric before alpha then subsequent intigers EXCEL OneOffice By understanding this and taking a few OneOffice 1 1 moments when making the first entry to 001 5 10 develop a naming convention OneOffice will 002 a make sorting a much more useful tool 003 9 12 oe 009 It works well for stationing as well Use of an 010 10 13 alignment prefix such as LEB or LEB Main 011 11 14 followed by station verses just the station is 12 2 suggested oi 13 20 s 14 25 ds 20 212 eeu 25 235 005 212 240 212 235 3 240 9 at A22 A22 222 2 5 WORKING OFF LINE Check In Check Out Projects Daily Journal Item Record Accounts Open Transactions Posted Transactions Liquidated Damages gt C
21. MIATURE 1 C MNDOT 2007 03 SP 12 5 NON WEAR COURSE 1 C MNDOT 2014 CONC TEST PILE 130 FT LONG 12 MNDOT 2006 CONCRETE TEST PILE 130 FT LONG 12 MNDOT 2007 09 C I P CONC TEST PILE 130 FT LONG 12 MNDOT 2014 MNDOT 2006 Select Item STEEL H TEST PILE 130 FT LONG 12 STEEL H TEST PILE 130 FT LONG 12 ARITACOWT nnm H DII Aan ET I AR Ad Add New Item Copy Item Units gt H MGAL M GALLONS M GALLONS ON ON ON ON ON ON ON ON TON TON ON ACH EACH EACH ACH ACH This window may come in handy when negotiating prices for an SA we will close it at this time B A few tips here Keep the QUANTITY to 1 so that the backsheet will not erroneously inflate the Amount of the Contract which is used in computing percentage of contract competed on each partial payment Enter 20 for UNIT PRICE Specifications 2130 5 set the price OF 20 00 in absence of a bid price Having an extended Description all though not required is useful when finalizing or explaining the pricing to the contractor Most of the time leaving the Funding Information at the Match total is preferable You can enter the Quantity in the correct group and OneOffice will fill in the percent or vise Versa Once you are satisfied information is complete select Add Item Contract Changes Select Item Price Windows Internet Expl
22. NE Tbv 7 ode v Safetyv Tools v vi OneOffice Daily Journal Item Record Accounts Open Transactions Material On Hand Project 9991123 CERNI 104 501 REMOVE CURB AND GUTTER LIN FT Price 2 50 Est 1380 Open 700 Posted 0 Used 700 On Hand 0 Funding Cat No 001 Est 1380 Used 700 Stn to Stn y Tkt toTkt t 7 1 2014K TR 20400 23450 LT d 875 00 Group1 SOURCE PHYSICALLY MEASURED Documentation Edit Transaction Add Transaction View Edit Tally Sheet or Sketch Make Adjustment Along with a review editing of Open transactions along with their attached Tally Sheet or Sketch may be made from here Posted transactions cannot be edited but quantities can be adjusted by highlighting a transaction line and selecting Make Adjustment We will return to this later Once review of previous transactions has been made select Transaction OneOffice A 27773 9991123 Base Bid 5 ea 2104 501 SIT REMOVE CURB AND GUTTER 1380 2 50 700 Unis ___ 0 Road Add Transaction DATE 2 48 2014 FUNDING Auto Select Data is required in shaded fields that have Red headings OneOffice considers unshaded fields optional however the Documentation Manual requires location of each field
23. Quantity Extended Description As per Standard Specification 2130 5 in the absence of a bid item the Department will pay for dust control caused by the traveling public on portions of the project open to traffic Total Price 20 00 Funding Information Don t change any funding information at this time Remove all funding information for this item Match total quantity with split quantities Over write total quantity with split quantities Funding Funding Category No Category Name any em Add Item Cancel Contract Changes Add Back to Backsheet E This returns us to a window we have seen Items for Backsheet 1 previously with an added Item Description 777777 n u Delete Line No Item No Description Units Quantity Unit Price Total Price additional functions From here we can Delete the Item we just created or return to Modify it E 98 2130 501 WATER GA 4 o sm 20 00 20 00 We can also add more Items to the Backsheet 52000 Add tem Back to Backsheet 1 This function will come in handy when items similar and should be grouped together A good example is for creating a Backsheet for Bituminous Incentives and Disincentives You will create two Items Incentives with a positive unit price and Disincentives with a negative unit price Negative quantities are only accepted in the Make Adjustment in the IRA which we will discuss later At this time select Back t
24. U dd 2540 602 WASTE RECEPTACLE EACH 9 4 500 00 2540 602 RELOCATE MAIL BOX SUPPORT EACH 1 200 00 0 2540 603 LANDSCAPE EDGER LIN FT 17 119 00 0 LIGHTING UNIT TYPE SPECIAL1 EACH gi 52560000 254 amp 15 LIGHT BASE DESIGN SPECIAL 1 EACH 8 4 800 00 0 2545 523 2 NON METALLIC CONDUIT LIN FT 1144 3 718 00 0 2545 523 2 NON METALLIC COND DIRECTIONAL BORE LIN FT 40 440 00 0 2545 531 UNDERGROUND WIRE 1 COND NO 4 LIN FT 3972 4 806 12 a 2545 531 UNDERGROUND WIRE 1 COND NO 8 LIN FT 1324 1 125 40 2545 553 HANDHOLE EACH 1 687 00 0 2550 603 REMOVE CONDUIT LIN FT 1780 6 230 00 0 2563 601 TRAFFIC CONTROL LUMP SUM 1 5 000 00 0 2563 613 PORTABLE CHANGEABLE MESSAGE SIGN UNIT DAY 50 10 000 00 Add Transaction gt Add Material Hand View Material Hand ECL SIME uu View Transactions Pmje 555112 fase Ba Ee ii LIGHTING UNIT TYPE SPECIAL 1 i a Units Price EACH ontract Quantit Cotegoy lotes Mew transacbons wil draw from Material On Hand quanbties wher dated ffer the Material On Hand transact date Using information on Contractor s request fil in data fields Keeping in mind not to exceed Ihe contract amont for work Note OneOffice provides for altachemnent of electronic copy of invoice This recommended for ease of relerance Calc Add Material On Mand DATE 20920144 f QUANTITY AMOUNT 0 ulated Price per Unit 50 00 Attach
25. Weekly Summary Equipment Contractors Comments Notes will not show up on weekly diary WORKING OFF LINE BACKING UP OFFLINE DATA At the IRA transaction screen click Backup Offline Data Item Record Accounts 2000700 View Open Daily Add Edit Backup Transactions Journal Transactions Offline Data E He uery Open Posted IRA Transactions Transactions Open Transactions Posted Transactions g Descr w Backup Offline Data Data o Re Amount Used 62 074 50 ee ee 340 0 00 0 00 STRU 400 54 625 00 BRIpG Compress Backup 0 00 0 00 i comprese ck NN Insert flash drive Check Choose Drive Highlight the flash drive and Click Backup MATERIALS ON HAND Standard Specification 1906 2 allows for payment of materials on hand MOH upon contractor s written request See page 91 of the 2014 Standard Specifications for Construction Larger Book for specific requirements to qualify for requested payment To add MOH to OneOffice Select corresponding project item from the IRA and select Add Material On Hand Daily Journal Item Record Accounts Open Transactions Posted Transactions Material On Hand Base Contract Percent Complete Total Contract Amount pee Item Record Accounts 624 914 52 Original Contract Amount 624 894 52 2540 502 BIKE RACK 5 LOUP EAUH 5 5UU U
26. act Percent Complete Total Contract Amount az e Item Record Accounts 624 894 52 Original Contract Amount 624 894 52 Y Plans amp Specs Data 2011 601 CONSTRUCTION SURVEYING 1 2021 501 MOBILIZATION I Construction Data 4 2031 501FIELD OFFICE TYPE D CH 24 2101 511 CLEARING AND GRUBBING 1 Feasibility Report Data Base Alt Line Item Descrodon Total Contract Total cc Number P Quantity wo O 4 C Cn amp CO iz Project Management Project Items Sub Project Item Funding Funding Splits Item Funding Setup 503 REMOVE CONCRETE DRIVEWAY PAVEMENT Item Funding Reports 2104 505 REMOVE BITUMINOUS PAVEMENT Agreements 509 REMOVE MANHOLE OR CATCH BASIN Request Permits 21 StoREMOVE CASTING 2104 509REMOVE SIGN TYPE C I Item Testing Management 2104 509REMOVE HANDHOLE 2104 509 REMOVE LIGHT BASE 2104 513 SAWING BIT PAVEMENT FULL DEPTH 2104 523 SALVAGE LIGHT STANDARD amp LUMINAIRE 2104 523SALVAGE SIGN TYPE C 2104 601 REMOVE SPRINKLER SYSTEM 2105 501 COMMON EXCAVATION Item Record Accounts 2105 526 SELECT TOPSOIL BORROW CV Contract Changes nn caen iem ID AL cau nennen ros n ip 5 Request Project Setup Item Setup Item Testing Setup Item Testing Results Intermediate Projects Check Out Check In State Aid Pay Requests RBA AA Suspension of Work ly Di Local intranet oneoffice em O mp Safety
27. antities in IRA OneOffice will deduct from the MOH corresponding units This will show up on Pay Estimate SP 027 999 001 Material On Hand Additions i lem ate 9 2545 511 6 17 2014 8 EAC LIGHTING UNIT TYPE SPECIAL 1 16 000 00 Comments Invoice 7735 amp 8211 2575 550 2 19 2014 COMPOST GRADE 2 SP 027 999 001 Material Hand Balance line ftem 1 Added Used Remaining 0224 2545 511 6 17 2014 LIGHTING UNIT TYPE SPECIAL 1 54 8 EACH 1 EACH 7 EACH 16 000 00 2 000 00 14 000 00 n 2575 550 2 19 2014 12 CU YD 0 CU YD 12 CU YD COMPOST GRADE 2 300 00 0 00 300 00 Material On Hand Total Amounts 16 300 00 2 000 00 14 300 00 54 If contractor submits additional invoices with requests for further payment of materials on hand for items already listed in MOH navigate to MOH list by selecting Materials On Hand from upper right of IRA gt Construction Opened Daily Journal Item Record Accounts Open Transactions Posted Transactions Material On Hand Base Contract Percent Complete E Material On Hand Base Alt Line Payment Item ns Entered Funded 4 BB 54 6 17 2014 2545 511LIGHTING UNIT TYPE SPECIAL 1 EACH KTR Group 3 8 00 16 000 00 BB 7 2 19 2014 2575 550 COMPOST GRADE 2 CU YD KTR Group 12 00 300 00 Highlight the appropriate item If original additions are still OPEN transactions select Edit Material On Hand if they are POSTED select Make Adjustment
28. ation buttons that you will wish to become familiar Shows the active OPEN project number The first two Data Buttons are primarily used by Design and we will not go into their use at this time The areas we will use most are Construction Data and eMedia EF Local intranet Construction Data three main areas Construction a form to tack and post project information and status E4 Construction Data tiani Project Item Management which is further subdivided Agreements Agreements Request Permits Track Permits T ra ck P erm i ts V Testing Management Consultants Item Record Accounts Coker chances Item Testing Management Pay Requests eres Consultants List of Consultants on this project State Aid Pay Reques see Item Record Accounts Quantity record keeping Suspension of Work Weekly Diary Contract Changes Where Change Order Work Order Back sheet adjustment and Supplemental agreements are added an Pay Requests Process and view Partial Payments Intermediate Projects Record Intermediate contract requirements accessed for Weekly Diaries Suspension of Work Weekly Diary 1 3 GETTING STARTED Construction SY Project Item Management Agreements Request Permits Track Permits Testing Management Completion Data as it describes is the location Consultants contract completion is reported and project is moved Item Record Accounts from Const
29. em s description You can narrow a search to any one of the Origin Pay Item Table Units of measure or if needed Metric For this exercise enter 2130 in the box right of Number and select Search or simply use the Enter button on your keyboard 2 Search Item Windows Internet Explorer provided by Hennepin County Humber 2130 Description 00 US Metri US Units Search Cancel Searcl Item Number lt 2130 501 00010 130 501 00010 130 501 00010 2350 501 21300 2350 501 21300 2350 502 21300 350 502 21300 2360 501 12130 360 501 21300 2360 501 21300 360 501 21300 60 502 21300 2360 502 21300 2360 502 21300 2452 519 02130 2452 519 02130 2452 5193 02130 2452 520 02130 2452 520 02130 AER COA an MNDOT 2014 MNDOT 2006 MNDOT 2006 MNDOT 2007 09 Search Results 900 max Item Description NATER NATER ATER YPE MV 1 WEARING COURSE MIXTURE C MNDOT 2007 09 MV 1 WEARING COURSE MIXTURE C MNDOT 2006 PE MV 1 NON WEARING COURSE MIXTURE C 2007 09 MV 1 NON WEARING COURSE MIXTURE C MNDOT 2014 SP 8 5 WEARING COURSE MIX 2 M MNDOT 2014 PE SP 12 5 WEARING COURSE MIX 1 0 MNDOT 2006 YPE SP 12 5 WEARING COURSE MIXTURE 1 C MNDOT 2007 08 SP 12 5 WEARING COURSE MIX 1 C MNDOT 2014 SP 12 5 NON WEAR COURSE MIX 1 C MNDOT 2006 YPE SP 12 5 NON WEARING COURSE
30. ffline Click OK This has loaded the project information to your hard drive for work off line MULTIPLE USERS CAN WORK CONCURRENTLY ON THE IRA ONLINE OR OFFLINE NOTE WHEN WORKING OFFLINE BACK UP YOUR INFORMATION IN THE FIELD TO A FLASH DRIVE FLOPPY OR EXTERNAL DRIVE HOURLY Working off line is used when you can not use VPN to connect to the Network or if you think you will be disconnected often 3 2 WORKING OFF LINE Click the yellow RtVision Logo located on your desk top or at the following path RIQRBE CAWINDOWSWRtORB Offline exe Select A Project BEE Search Project Search Description m 2000700 Construction RTVISIOM Open Project eGram Functions Close Highlight requested project and then select Open Project Item Record Accounts 2000700 BENE View Daily Add Edit Backup Transactions Journal Transactions Offline Data Re Query Open Posted Re Query IRA F Transactions Transactions IRA Open Transactions Base Total Cum Eine Description Urges SE Open Total Amount Amount Used Used Juantity Quantity Posted Transactions Item Record Accounts 2000700 View Daily Add Edit Backup Transactions Journal Transactions Offline Data RejQuery RejJQuery Open Transactions Open Transactions Total Quantity 0 Contract Quantity MOBILIZATION 1
31. o Backsheet 1 DATE 6 23 2014 STATUS Approved REQUESTER Employee KTR From the STATUS drop down o window choose Approved Other EXPLANATION Describe work and deductions or payments for Backsheet Shows Backsheet 1 Examples Material on Hand IncentivelDisincentive Retainage or withholding for specific type of work Liquidated damages etc Water Dust Contry Spell Check Explanation Short Explanation Tithe Water Accounting Project Number Due to this Change is Not Changed the Contract Time i shows on Change Order Clo Changed By 0 Working Days Os Changed By 0 Calendar Darys O May be raped if work affected the controlling operation Enter a positive number if the days ane increased Then Submit or repel number i fhe days decreased Submit Options Backsheset a Vers items Remove Hacksheet 1 a You cannot access eApproval setup You will see this message as a reminder to check Funding of added items Select OK Message from webpage Reminder Please 4ssign Review the Funding of Any Items Far this Contract Change in Item Funding Setup Contract Changes Murus MEC n I Contract Changes THE Change Satin IET TETTE Requester Contract Change Uer a re Time 82324
32. onstruction Opened Item Record Accounts ae ae Description i Category A 2021 501 MOBILIZATION 1 0 62 074 50 bridge BB 41 2105 522 SELECT GRANULAR BORROW MOD 1096 CV 0 0 50 00 bridge 42 2301 551 BRIDGE APPROACH PANEL 0 0 0 00 bridge BB 43 2401 501 STRUCTURAL CONCRETE 343 115 0 54 625 00 bridge BB 44 2401 512 BRIDGE SLAB CONCRETE 3Y36 0 0 0 00 bridge BB 45 2401 513 TYPE MODIFIED P 1 RAILING CONCRETE 3Y46 0 0 50 00 bridge BB 46 2401 515 SIDEWALK CONCRETE 3Y46 0 0 0 00 bridge BB 47 2401 541 REINFORCEMENT BARS EPOXY COATED 12202 0 12 202 00 bridge BB 48 2401 601 STRUCTURE EXCAVATION 0 75 0 56 250 00 bridge BB 49 2401 618 BRIDGE DECK PLANING 0 0 0 00 bridge BB 50 2402 583 STRUCTURAL TUBE RAILING DESIGN SPECIAL 0 0 0 00 bridge BB 51 2402 602 ELASTOMERIC BEARING PAD 0 0 50 00 bridge BB 52 2404 501 CONCRETE WEARING COURSE 3U17A 0 0 0 00 bridge BB 53 2404 618 SANDBLAST SPECIAL 0 0 0 00 bridge BB 54 2405 502 PRESTRESSED CONCRETE BEAMS 14RB 0 0 600 0 00 bridge BB 55 2411 604 STONE MASONRY VENEER 3 5 THICK 0 0 27 200 00 0 00 bridge BB 56 2411 604 STONE MASONRY VENEER 5 75 THICK 0 0 53 200 00 0 00 bridge BB 57 2411 618 ARCHITECTURAL CONCRETE TEXTURE SANDBLAST 0 0 1 450 00 0 00 bridge BB 58 2451 501 STRUCTURE EXCAVATION CLASS WR 0 0 1 800 00 0 00 bridge BB 59 2452 507 C I P CONCRETE PILING DELIVERED 12 650 0 27 300 00 13 650 00
33. orer provided by Hennepin County Additional Search Criteria From Date Project All To Date Past Years All Historical Prices For Item 2130 501 00010 Select or enter a price MEM OLow C Avg CHigh Actual Bdrs Qty Low Avg High Actual 12 18 2012 7 00 2 000 00 15 00 28 00 36 00 5 8 2012 2 00 5 00 50 00 50 00 50 00 3 13 2012 500 210 00 15 00 20 446 27 00 12 6 2011 200 107 00 38 33 44 165 50 00 9 30 2011 300 9 00 25 50 56 1667 100 00 2 22 2011 200 500 00 10 00 20 00 30 00 7 20 2010 3 00 50 00 16 39 5371738 55 00 5 11 2010 5 00 1 000 00 17 00 527 00 535 00 20 00 4 20 2010 3 00 250 00 23 20 27 775 35 00 25 00 10 20 2009 5 00 500 00 0 01 17 804 42 00 0 01 5 12 2009 4 00 150 00 28 50 33 455 38 00 28 50 2 10 2009 5 00 20 00 6 00 75 00 214 00 60 00 1 27 2009 1200 600 00 10 00 52711983 40 00 20 00 1 13 2009 5 00 320 00 52000 5438333 5120 00 525 00 7 8 2008 00 50 00 29 40 580 858 230 00 230 00 4 22 2008 5 00 500 00 15 00 24 05 35 00 15 00 A T 2008 8 00 00 15 00 226 0 40 00 00 SAP 27 622 004 SHAF AP 027 614 011 P 027 681 027 P 027 603 043 P 027 753 016 P 027 090 014 AP 027 753 017 AP 027 601 0415 P 027 701 013 Project Number 9991123 Catego Backshett 0000000000000 ITEM NUMBER 2130 501 00010 UNITS MGAL DESCRIPTION WATER LINE NUMBER QUANTITY UNIT PRICE Plan
34. p Trans Rell Item Entered Stn to Sin Total Total ER oun By Tkt to Tkt Quantity Amount fest ell FUE NN Funding select category From pull down highlight item line Add Transaction Close A 4 N Item Record Accounts 2000700 View Daily Add E dit Backup Transactions Journal Transactions Offline Data Re Qus zh He Huery Open Transactions 2000700 PEE Category Contract Change bridge BW Lir Item E FAEERE Re ee ee v Est 49550 Open 0 Posted 12202 Used 12202 Hellduery Posted Add Transaction Close 5j Click Add Transaction Note To edit Open Transactions double click on the cell and retype entry Program will prompt you 11 cell can not be edited Add Transaction Quantity Date 1 23 2007 Comment Stn to Stn O Tkt to Tkt Documentation Funding Tally Sheet Cancel Make the quantity description and documentation entries and Note when working offline you must choose funding group when satisfied click OK WORKING OFF LINE Daily Journal entries and Weekly Diary Item Record Accounts 2000 00 BEE View Daily Add Edit Backup Transactions Journal 4 Transactions Offline Data 7 5 Open RejQuery Posted IRA Transactions Transactions Base Total Cum Description Contract Toe ad Total Amount Amount
35. ruction Caution until Project is finalized it Contract Changes is best not to navigate here Once information 15 Pay Requests updated entries in IRA are no longer allowed and Intermediate Projects State Aid Pay Requests Suspension of Work Weekly Diary SY Completion Data SY Project Scheduling Project Item Sketcher this is the same tool as connected to IRA entries however drawings do not Project Item Sketcher attach directly to an entry restoration will require your Administrator to move project back to Construction SY Project Analysis wy eMedia eMedia portal to a list of readable printable reports 2 Weekly Diary Most of these portals open limited interactive reports Weekly Diary By Contract the exceptions are Document Creation Document Daily Diary eApproval and Final Item Documentation Daily Diary By Contract Daily Diary List We will explore just a few in this manual later looking Daily Diary List By Contract Uniform Tally Sheet Non Uniform Tally Sheet Project Funding Report Final Inspection Report Final Item Documentation Document Creation Document eApproval F Project Reference Page Quick Reference Manual Pay Request Contract Pay Request Open IRA in Excel Project Inspection Sheet at Final Item Documentation and Open IRA in Excel 1 4 GETTING STARTED Glossary IRA Item Record Account TRANSACTIONS Making entries into the Item Record Account IRA OPEN TRANSACTIONS Entries
36. urs Description and Road Humber Scheduled Worked Dele Ul Scheduled Worked Delayed A Ul Scheduled Worked Delayed A U Weekly Summary Equipment Contractors Commenta Motes Pictures Enter notes which will appear on the Weekly Construction Diary Note there is a limit to text characters The journal will stop accepting text when full WORKING OFF LINE a Worked Delay Click Weekly Summary to enter notes that will appear on the Weekly Construction Diary Like wise clicking on Equipment for entering type of equipment placed or removed from service and Contractors for entering who worked on job this week Pictures Daily Comments Weekly Summary Equipment Contractors omments Notes will not show up on weekly diary Note these comments will not appear on Weekly Construction Diary They are printable with the Daily Journal s The notes will appear on eMedia Daily Diary When complete click save and close to complete Journal Entries Daily Journal Entries 2000700 Days Charged 0 Working Days Summary Temperature Contract 90 Total 4 This Week 1 Progress Controlling Operations or Major Type of Work Contractor Hours Description and Road ember Scheduled 8 Worked Delayed Al Ul Scheduled Worked Delayed Ul Scheduled Worked Delayed ul Daily Comments
37. v Toos gt Construction Opened Contract Changes Mn DOT Construction Tools Then select Add Contract Change Add Contract Approval Status amount Requestor Organization Contract Change Date z Explanation Select Add Contract Change Local intranet 4 410 2 Contract Changes Opened From the drop down window pick the REQUEST TYPE Backsheet Add Contract Change Enter the DATE you wish to enact the change using the pop up calendar STATUS Pending REQUESTER Employee KTR E Ci Cieni Leave STATUS Pending We will return to this EXPLANATION Describe work and deductions or payments for Backsheet From the drop down window select a name to Lido eiae Water tee Dust Central assign as REQUESTER Add a narrative to EXPLANATION Iz Even though the window allows for more keep Check Explanation wording to one line Short Explanation Title ater NE Does Hot Show on Contract Change so Character suggest copying or abbreviate description to Project the Short Explanation Title Not required Due to this Change 521 Not Changed ihe Conrad Time Cis Changed By Weng Days dudas Oed Ps Cs Changed Calendar Days Accounting Project Number is not required SA Fac Enik a positive number if ihe da
38. ys era negate somber if he days You need not check changes in contract time ELM except when adding a Change Order Select Submit gt Consiruction Opened Contract Changes Mn DOT Construction Tools Add i me aci hanga dual Sisi He queried Organisation ie imo Contract Change iati Pen ng 1 29 2014 0 00 Hennepin County KTR iter dor Dust Control a lee Backsheet 1 Wate er Dust Control A Backsheet has now been created however not Backsheet Items Think of a Backsheet similar to that of Microsoft Excel s Workbook As a Workbook has multiple sheets so can a Backsheet have many Backsheet Items To add Backsheet Items select the edit button at the left of Backsheet 1 Contract Changes ksheet 1 STATUS Pending REQUESTER Employee KTR E EXPLANATION Describe work and deductions or payments for Backsheet Shows on Backsheet 1 Examples Material on Hand IncentivelDisincentive Retainage or withholding for specific type of work Liquidated damages etc Water foe Dust control spell Check Explanation Short Explanation Title ater for Dust control Does Not Show on Backsheet 1 60 Character Max Accounting Project Number Due to this Change 5 ig Hai Changed the Contract Tima Only shows on Change Order 8 Changed
Download Pdf Manuals
Related Search