The purpose of the Variations view is to log the details and price of each Variation. If a Variation has been approved, it will only then, add its self into the jobs Cost Control and Progress Payments. If a Variation has not been approved, it will sit as unapproved in the Variations view. When filling out a Variation it doesn't allow you to create a new quote to work it out, you will have to create a new quote for this. However, when filling out a Variation you will see it is quite flexible in that, it allows you to add multiple Items separately with their own pricing and allocated Cost Centres. It is worth spending the time understanding its flexibility, as it will make it easier and faster for you to liaise with your client in approving which Items within the Variation are approved for the Variation. Setting a Variation up right can save time and confusion and make your job tracking easier in the Cost Control and Progress Payments.
|Approved||This column shows if the Variation has been Approved or Not.|
|Code||This column shows the Variation reference numbers.|
|Apply To||This column shows if the Variation is applied to the Client or Sub Contractor.
Variation Order for Client = VO (then its number)
Variation Order for Sub Contractor = VS (then its number)
|Scope of Works||This is a brief description of the works, not a detailed Description of Works.|
|Date Issued||This is the date the Variation was issued to the Client or Sub Contractor.|
|EOT||This is the Extension Of Time to the current contract completion date allowed to complete an approved Variation.|
|Total (Inc. GST)||This is the Total cost of the Variation.|
|New Variation||This button opens a New Variation window.|
|Edit Variation||This button allows you to Edit an Existing Variation. You can also double click on the Variation to edit.|
|Delete Variation||This button allows you to Delete a Variation.|
|Print Variation||This button allows you to Print the selected Variation.|
|Plan Scan||This button opens Plan Scan.|
|Settings||This button opens the Variations Settings, so you can edit both the Clients and Sub Contractors Terms & Conditions that appear automatically on their Variation forms. You can also access the Progress Payment Terms & Conditions (of Trade) and Terms & Conditions that apply to Invoices raised for Progress Payments.|
|The Help button opens the SoloAssist Help Centre with instructions on how to use the software. (Internet connection required).|
|Variations (Lump Sum) |
|If you are wanting to claim your Variation as Lump Sum (% Complete), then you need to select the tick box: Use Lump Sum / Cost Plus Claim Method. From Cost Control you are able to enter the % Complete for each Variation which will adjust your Progress Summary Claim Amount Payable to then invoice the client in Progress Payments. Remember to allocate each Variation to a Trade Group in the Progress Summary.|
|Variations (Cost Plus) |
If you are wanting to claim your Variation as Cost Plus, then do not enter a cost for this Variation into the Variation Cost Setup when raising the Variation. This will allow you to enter the expense Invoices to the Variation (VO#) in Cost Control. Make sure you allocate the Variation to a Trade Group in the Progress Summary otherwise it will not calculate into your Cost Plus Claim Amount Payable.
Note: For this option, you will need to select the tick box: Use Lump Sum / Cost Plus Claim Method in the Variation (VO#) window.
If you are wanting to claim the variation as a separate payment to your current Cost Plus contract you will then need to enter the Variation cost into the Variation cost setup. After you have allocated it to a Progress Payment stage, you can then raise an Invoice for the Variation amount directly. This will allow you to bill/Invoice the client separately to the Cost Plus claim method.
Note: For this option, do not select the tick box: Use Lump Sum / Cost Plus Claim Method.
|Progress Summary |
|When using the Progress Summary Lump Sum or Cost Plus Claim Methods, remember to allocate your Variations to a Trade Group. Unallocated Cost Centres and Variations will not contribute to the Claim Amount Payable. If your Variation was allocated to an existing Cost Centre when setting up the Variation, it will then already be contributing in the allocated Cost Centre which should already be allocated to a Trade Group.|
|Contract Total Lock||Do Not Unlock the Contract Total when raising a Variation.|