Request Payment & Performance Bond -
This solution is intended for Operations users to request a P&P bond via Boomi. This can be done simultaneously when converting an Opportunity to a JIP, or after the JIP is already set up in CMiC.
Note: This process should be completed in Chrome, rather than IE.
STEP 1: From the CMiC Field Menu, click Swinerton Links>Job Start Log.
This will take you to Boomi. There you will be able to search for your project and complete the P&P bond form.
STEP 2: When the JIP Summary page pulls up in Boomi, type the project number in the Search field and click Enter.
STEP 3: Click the Actions button (eyeball on the left) to open the project.
STEP 4: On the top menu, click Risk and scroll to the Bond Required field.
STEP 5: It should say Yes. Click Bond Form.