Versions Compared

Old Version 4

changes.mady.by.user Jie Weng

Saved on

compared with

New Version 5

changes.mady.by.user Jie Weng

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Aura - Title
color#233e90
textAlignleft
fontSize34
lineHeight34
cloudTextDemo Title
tagh1
fontWeightbold
FlexTech: Milestones & Deliverables
Aura - Divider
serializedStyles{"alignment":{"horizontal":"start"},"icon":{"name":"faPaperPlane","color":"#333","size":24},"text":{"color":"#333","fontSize":14,"textAlign":"left","fontWeight":"bold","text":"Aura Divider"},"border":{"top":false,"right":false,"bottom":true,"left":false,"color":"#002d72","style":"solid","width":2},"size":{}}
typeregular
Info
iconfalse

Once the scope of work negotiation has been completed and approved, the applicant Applicant will get an auto-notification that the project has been executed. The executed contract package will include of the approved final Scope of Work and Budget and indicate , and the project Purchase Order which indicates the cost share to be distributed to the applicantApplicant.

UI Steps
sizesmall
UI Step

Once the Scope of Work is Approved, the applicant can navigate to the NYSERDA Salesforce Portal and login.

UI Step

Once you are in the Salesforce Portal, Navigate to the NYSERDA Salesforce Portal and login, and click on the  Projects tab on the home page Projects tab to navigate to the project record.

Expand
titlescreenshot


UI Step

Select Click on the  Project Record with the Approved statusProject Name of the Approved project.

Expand
titlescreenshot


UI Step

Within the Project Details page, scroll down and locate /expand the the Milestones and Deliverables section. 

Tip
iconfalse

The project must be in the Approved status to upload deliverables.

Expand
titlescreenshot


UI Step

There are four fields available for the applicant to submit documents. The only documents required at this point are the for initial deliverable submission are the Report and Project Summary Sheet.  Click on Choose File to upload a required document.

Tip
iconfalse

If only one of the required document documents is uploaded, a red prompt will show up appear above stating a which document is required .There is no file type requirementto be uploaded.

Warning
iconfalse

Do not submit a Reviewer CommentYou will not utilize the Reviewer Comments field for the initial deliverable submission.

Once the correct files are submitted, DO NOT upload anything again further documentation until the Project Manager approves/rejects the documents as the choose file buttons will not be disabled.

Click on Choose File to upload a required document. 

titleThe Submitted status would stay around at a minimum of 2 weeks until the review is complete

click Submit in the lower left-hand corner.

UI Step
Expand
screenshot
UI Step

 Once the required documents are added, click Submit.

Tip
iconfalse
UI Step

Once all of the documents are approved, applicants the Applicant and customer/consultant will get an a Final Report Approved email notification. The email will state that the applicant can submit their final invoicing to this project. 

Tip
iconfalse

If no required documents are rejected, this This is the last step for Milestones & Deliverables. If at least one required document requires revisions and is rejected, follow the steps belowsteps below. 

UI Step

If there are at least one rejected document, the project manager will then attach a Reviewer Comment document in the Project Detail with a rejected statusDocuments that require revisions will have a rejected status. The Project Manager will upload a document to the Reviewer Comments field, which will outline the necessary edits to the document(s). The Project Manager will also send an email with the status update, link to the project,   and an attachment of the Reviewer Comment. Comments so all parties can view.

Expand
titlescreenshot


(s). The process repeats until all documents have been Approved by the Project Manager.

UI Step
Applicants get as many rounds as needed for the project to be approved

Once applicant review the Applicant receives the Reviewer CommentComments, they have 30 days to upload the revised document. 

Tip
iconfalse


FlexTech Home Page


HTML
<style type="text/css">  
#title-text { display: none;}
</style>