User Tools


Variations


Overview

THe Variations summary shows a list of all the client and sub-contractor variations raised. If a Variation is approved, it will automatically add itself to the allocated Cost Control Cost Centre budgets and Progress Payments stage claims. If a Variation is Un-Approved, it will show with an unapproved () in the Approved column.

Variations (columns)

ApprovedThis column shows if the Variation has been Approved or Not.
CodeThis column shows the Variation reference numbers.
Apply ToThis 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)
Variation NameThis is a brief name of what the Variation is, not a detailed description of works.
Date IssuedThis is the date the Variation was issued to the Client or Sub-Contractor.
EOTThis is the Extension Of Time to contract caused by the Variations time required to complete.
Total (Inc. GST)This is the Total cost of the Variation inclusive of profit markup and GST.

Variations

New VariationThis button opens a New Variation window.
Edit VariationThis button allows you to Edit an Existing Variation. You can also double click on the Variation to edit.
Delete VariationThis button allows you to Delete a Variation.
Print VariationThis button allows you to Print the selected Variation.
Plan ScanThis button opens Plan Scan.
SettingsThis 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.

Help
The Help button opens the SoloAssist Help Centre with instructions on how to use the software. (Internet connection required).

New Variation

Learn how to add a New Variation by clicking this link. See New Variation to learn more ►


Variations - Lump Sum

Lump Sum
Claim by % Complete
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

Cost Plus
Claim by Expense Invoices + Profit Markup
Option 1
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.

Option 2
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.


User Tips

Progress Summary
(Allocating Variations)
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 LockDo Not Unlock the Contract Total when raising a Variation.



Page Tools