From the Left side menu, click Changes > PCOs
2. Click on Owner PCO Tasks > Create: Owner A PCO
3. Fill in PCO name and description (optional), then click Create PCO
4. Click Add Item 1 cost below Description 1
5. Select the bid item and click the >> to move it to the right.
6. Click on Add Cost Item(s)
7. If you need to add more items, click Add Item Description Item # 2 and follow the steps above.
8. Click Save and Return to PCO List.
How to Request Sub / Vendor Pricing
Click the box next to the PCO> and click Request Sub / Vendor Pricing.
2. Click on the blue cost item and a new tab will appear.
3. Click Invite next to the Subs you want to invite.
4. Click Check All and then click on Send Checked PCO Invites.
Note: If you already have pricing from the sub you do not need to check and send their invite. Just closing out will add them to the cost code list.
5. Click on Send PCO invites.
After Sub /Vendor Pricing has been Submitted
To view the Sub /Vendor Pricing:
Click the Blue down arrow beside the PCO to reveal the nested Sub PCOs. Then click the Blue dollar amount
2. Select PCO item from the drop-down menu and select the Circle on the left of the Subcontractor to be used and click Save.
3. To Incorporate Sub / Vendor Pricing in the Owner PCO, Click the Blue down arrow and Click Export $ to include it in the Owner PCO.
4. Select Subcontractor is now shown and price is exported.
* To add GC costs, input pricing for subs and vendors, or adjust the price to Owner, click on the Blue PCO number and make desired adjustments then SAVE
Post on Site:
Click on the check box below Post on site
2. The Post Notify PCO email opens and you would have to Click Post Notify PCO.
* The Owner, Accountant or Architect (Notify Checked People) will receive an email notification and can log in to approve or reject the PCO.
* There is also an option not to send a notification by checking the box "Do not send Notifications"
Note: PCOs will only populate the PCO log report if the box is checked under "Post on site"