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Procedure

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Introduction

Contractors will be allowed to submit deliverables once the Purchase Order has been executed in NEIS and the project status is auto-updated to Approved. These instructions are intended for Portal User Contractors or External Stakeholders when submitting deliverables to confirm project Tasks or Milestones have been completed.



Warning

The Contractor must have an approved Scope of Work (SOW) before initiating any work and submitting deliverables to NYSERDA.  


Instructions

UI Steps
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UI Step

Log into Salesforce as a Contractor  to access the Project Record.


UI Step

 Click on the Projects tab.

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UI Step

Select All GPM Projects from the view drop-down, then select click on the Project Name from list to access the associated Project Record.

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UI Step

Click From the Project Record, click on the Details tab, then click on the Milestones and Deliverablestab option.

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UI Step

To upload deliverables associated with a Task, expand the Task view as described in the Milestones and Deliverables page and page, and click on the Manage Deliverables button.

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UI Step

Click Choose File, then locate and select the file on your computer.

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UI Step

Change the Dropversion drop-Down down to:

NewSelect when submitting a deliverable for the first time or submitting an additional file.
VersionSelect if you are replacing a previously submitted file with an updated one.


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UI Step

Click the Upload button to upload the file. The page will refresh, and the Status will change from Unsubmitted to Submitted. Your Project Manager and the external reviewer will be notified.

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UI Step

Once submitted, the Project Manager and External Reviewers will review the deliverable documents you provided. Project Managers and External Reviewers may provide feedback and request revision revisions in the Salesforce Chatter Feed. If so, they will leave a comment for each deliverable. You can review these comments by clicking the Eye icon next to each deliverable in on the Milestone & Deliverables page.

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UI Step

If revisions are required, repeat the instructions for submitting deliverables (steps 1-4 on this page) and re-submit the deliverable as a Version to the original deliverable.


UI Step
Once a deliverable is approved, the Project Manager will approve the Milestone and you will receive an automated email confirming the approved Milestone. Approved Milestones can also be viewed on the Milestones and Deliverables page.




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