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Additional Help

Website Instructions

Information about how to use this interface.

Process: Approval / CIB

How to Create an Electronic CIB

  1. First Login to Project website.

  1. Select from Menu
  • Select: View -> All Projects

URL Project Website:

https://project.capnet.ucla.edu/
  1. Select View specific project
  • Search for project
  • Click View

Locate Project


  1. Navigate to CIB Tab and click Edit

CREATE CIB


  1. (If applicable) Copy existing CIB Budget
    OR
    Click Add for a new CIB

  • Multiple CIBs are differentiated by their Status and Date (e.g. Approved, Amended Approval, Construction Completion, & Project Close-Out.)

To show the Project's Schedule onto the "Master" Schedule

  1. Fill out CIB Profile

  • CIB Types:
    • Approved -Orriginal Approved by Chancellor & UCOP (only one approved document/record)
    • Amended Approval -Approved "Amended" CIB (can be multiple)
    • Canceled
    • Construction Completion -occurs at the end of construction
    • Project CloseOut -occurs at the end of the project

CIB Profile Information



  • Initial CIB Type is "Draft" until it is changed.
  1. Internal Notes
    Note Types:
  • Status of Project
  • Financing Notes
  • Additional Notes (Not Special Items)

CIB: Notes

  1. Enter Budget Breakdown by P-Category
    • Funding Information total (step 10) must equal the P0-P9 Total

  2. Click the Save Button once all information has been entered.

Budget Breakdown by P-Category

  1. Approval Information – This area is to be completed/entered by a reviewer once the CIB has been routed through DocuSign

Approval Information

  • Source for the "Construction End Date" (i.e. Substantial Completion, Inspection Acceptance, NOC, CO, etc.)

  • CIB Signed Date - Reviewer will fill and lock CIB
  1. Fill out Funding Information for each Fiscal Year & Type

  2. Click the "Add" button

  3. Enter the Required fields: (Fiscal Year, Phase, Amount & Funding)
  4. Click Save

Funding Information

  1. Enter P8 Specialty Information

  2. Click Add

  3. Enter the required fields (Group, Title & Amount)

  4. Click Save

P8 Specialty Information

  • Once the CIB is ready for Signing through DocuSign, print off the CIB form the Action Menu.Information
  1. Click the "Select Action" dropdown
  2. Select Report to Print
  3. Send

  • Two Reports to Print to PDF and combine for routing thru DocuSign
  1. Run CIB Budget Report - Page 1
  2. Run CIB Analysis Report - Page 2

CIB Reporting