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System Instructions



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Introduction 

All projects from contract execution through commercial operation must submit quarterly reports through the LSR portal. Reports are due March 1st, June 1st, September 1st, and December 1st. The quarterly report consists of an updated project schedule and project narrative, plus attachments where applicable.


Instructions

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All reports are due each quarter.

Use the table below for a detailed guidance on the functionalities within the Milestones/Deliverables page:

Function
Description

Collapse All or Expand All Click on the Collapse All or Expand All button to review the
highleveled
highlevel or detailed information of a milestones/deliverables.
Question Mark Icon Hover over the Question Mark Icon on the milestone short name will give a full summary of the milestone.
Dropdown ArrowClick on the Dropdown Arrow to open up the deliverable details.
Pencil IconClick on the Pencil Icon on the deliverables to add/update the deliverable.



UI Steps
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UI Step

Log into the Salesforce Portal and access the Projects Tab. 

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UI Step

Access the Project Record in Salesforce by licking clicking the link in the Project Name column.

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UI Step

In the Project Records page, click on the Milestones/Deliverables button to add the milestone details for this quarter.

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UI Step

In the Deliverables home page, clicking click on the Pencil Icon on the deliverables. A pop-up window will open allowing users to add/update:

  • Percentage Completion
  • Start Date
  • End Date
  • Description
  • Notes
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UI Step

Once the deliverable details are added/updated, click on the Save button to add the changes to the deliverables.

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UI Step


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To view previously submitted reports, you can access via the Projects Tab under Documents.


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UI Step

Back on the Deliverables home page, click on the Drop Down arrow to open up the deliverable details. Then, click on Manage Deliverables to add documents to the deliverable.

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For Purchases, Delivery and Installation of any Major Services and Equipment deliverables, NYSERDA has provided a DAC Benefits template.


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UI Step

On the Manage Deliverables page, click on the Choose File button to select the file for upload. Then, click the Upload button to finish uploading the file.

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UI Step

Next, click on the Previous button to exit out of page and return to the Deliverables home page

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UI Step

Once all the Milestones are updated and the progress report is ready for submission, you must acknowledge by checking the Check Box and click on the Submit Quarterly Progress Report button at the bottom of the page.

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Once you submit the Quarterly Progress Report is submitted,, the details cannot be modified unless a program staff or project manager unlocks the record. 


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UI Step

The Deliverables home page will refresh and the language on the top indicates that the progress report been submitted for the quarter. If you want to unlock the record, please click on the URL in the line which will allow you to send an email to the NYSERDA Staff to unlock the record.

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