Initiating the JIP from Cosential

  • Manage your opportunities normally in Cosential until you are ready to convert the opportunity to a Job In Progress (JIP)
  • Does the Opportunity have a Bid Job # already?


Step 1 - The stage of the Opportunity must be changed to or already be “10a-Sale Pending, or 10b-Sale Closed (Preliminary Award)”

  • Navigate to the Opportunity Record through your Opportunity Gird, or Cosential’s quick search



  • Click “Edit Opportunity” 


  • Change the Stage field to “10b-Sale Closed (Preliminary Award)”

  • Additional Mandatory fields are highlighted in blue and MUST be completed to proceed with creating a JIP
    • Additional Required Fields
      • Opportunity Name
      • Client Company (also re-entered in JIP form)
      • Stage
      • Prevailing Wage/PSA/PLA
      • Bid Bond/Guarantee Required
      • Outreach Requirements
      • Project Address (Address, City, State, Zip Code) NOTE: Zip code must be valid
      • Potential Swinerton Revenue
      • Client Probability
      • Win Probability
      • Fee %
      • Anticipated Date of Award
      • Construction Start Date
      • Construction Completion Date
      • Primary Market
      • Job Department
      • Secondary Market
      • Product Type
      • Construction Types
      • Contract Type (entered into JIP form)
      • Job Folder Set Up Type (entered into JIP form)
      • Client Types
      • Project Role (not asterisked blue in Cosential, but required for JIP form submission)
      • Delivery Methods (not asterisked blue in Cosential, but required for JIP form submission)
      • Description (highly recommended if not already populated)
      • NOTE - If you do not ensure all mandatory fields are completed, you will not be able to submit your JIP for approval/creation 
  • Complete all required fields and press “Save”


Step 2 - Initiating the JIP From Cosential

  • Click on “External Links” from the Opportunity Record in Cosential
  • Then click “Create JIP”
  • You are taken to Boomi Flow (Program) to create the JIP record


Step 2a - Handing off JIP Data entry to a PM or other staff

  • If you are handing off the entry of information to someone else for the JIP, Press "Save"
  • The JIP can then be accessed via the JIP Log which is accessible via -  
    • CMiC Field Tree View under Swinerton Links
    • Cosential External Links



  • Once you come to the JIP Log, you can search for the Bid Job # to access the JIP Form for that job



Step 3 - Converting the Opportunity to a Project Record in Cosential

  • WARNING – BEFORE FOLLOWING THE NEXT STEPS ENSURE THAT ALL INFORMATION IN THE COSENTIAL OPPORTUNITY RECORD IS ACCURATE. ONCE YOU PROCEED THE INFORMATION IN THE OPPORTUNITY RECORD WILL NO LONGER TRANSFER INTO THE COSENTIAL PROJECT RECORD
  • From the Cosential Opportunity Record
    • Press the Convert Opportunity To button
    • Check Cosential Project
    • Press Convert, and click “Yes” in the confirmation window
    • This
      • Creates a Project Record (Marketing) in Cosential and brings over all the relevant Opportunity Data
      • AUTOMATICALLY Changes the Opportunity Stage in Cosential to 10c-Sale Closed (Converted to JIP)




Step 4 - Submitting the JIP For Approval

  • Click the “Create JIP” link in the Opportunity Record in Cosential one last time to 
    • This ensures the information is updated and accurate (and allows Boomi to confirm you have converted the Opportunity to a Project)
    • NOTE - You will not be able to submit your JIP for approval unless you have converted the Cosential Opportunity to a “Project” as noted in the previous steps

  • You are taken to the JIP record in Boomi one last time
  • Press “Save & Submit when you are ready
    • The form will conduct a final validation before submitting and prompt you if you’ve missed anything with a pop up in red in the upper right of the screen
    • If you don’t have any errors, you will receive notification that your JIP was successfully submitted for approval by Risk and Finance
    • You can see the approval status via the Workflow History area of the JIP Record in Boomi


Save and Submit Button clicked with Missing Information

 



After clicking Save and Submit successful submission

 



Workflow History and Status of Approvals and Checks