|Code||The Variation Code field will auto populate. This Code is used to help identify which Variation it is and weather its been allocated to the Client or a Sub-Contractor. This field will auto populate to keep the correct sequence numbering.|
|Variation Name||Enter a Name for the Variation. This is not a detailed description.|
|Apply To||Select from the drop-down list weather the Variation is to be issued to the Client or Sub-Contractor.|
|Bill to Client||Ticking this box indicates you will be billing the client money for this Variation.|
|Use Lump Sum / Cost Plus Claim Method||Ticking this box indicates you are using a Lump Sum or Cost Plus Claim Method for your payment claims. This option will disable the Payment Claims (tab) that sets up the Variation Claim in Progress Payments. The Payment claims (tab) will not be needed as you will claim your Variations using the Progress Summary in Cost Control by entering your expense invoices and a % Complete for each Cost Centre.
See Progress Summary to learn more ►
Note: If you are claiming your progress payments using standard Stage Claims, do not select this option.
|Date Issued||This is the date of when the Variation was issued to the Client or Sub-Contractor.|
|Date Approved||This is the date the Client or Sub-Contractor Approved the Variation.|
|Approved||Click the Red X in the box to change the status of the Variation to be Approved. It will show a Green tick once it is approved. Once its approved it will then setup its budget/s in Cost Control and add into Progress Payments (if applicable).|
|Item (Tab) - Add Item||This button opens a window which allows you to Add Items into the Variation separately. You can then allocate its Cost to Cost Centre in Cost Control or add its own in using the Code as its reference Name as a Cost Centre. Select your Extension of for the works, enter you Cost for the works and check you are happy with the Profit Margin %. Once completed, click OK and add your next Item if needed.|
|Item (Tab) - Edit Item||This button allows you to Edit an Item of the Variation.|
|Item (Tab) - Delete Item||This button allows you to Delete an Item of the Variation.|
|Payment Claims (Tab) - Add Payment Claim||This button allows you to allocate your Variation payment claims to specific progress payment stages.
Note: You can only allocate to Progress Payment Claim Stages that have already been setup in Progress Payments.
|Payment Claims (Tab) - Edit Payment Claim||This button allows you to Edit a Payment Claim.|
|Payment Claims (Tab) - Delete Payment Claim||This button allows you to Delete a Payment Claim.|
|Total EOT||EOT is the Extension Of Time the Variation required to complete from the current contract completion date. This will make a new revised contract completion date.|
|Sub Total (inc. GST)||This is the Total of the Variation (inc. GST) before a discount is applied (if applicable).|
|Discount %||This will apply a discount to the Variation Total for the client. (Normally used under unforeseen circumstances as a negotiation tool.|
|Total (ex. GST)||This is the total price for this Variation inclusive of profit but excluding GST.|
|GST||This is the Goods & Services Tax of the Variation Total.|
|Total (inc. GST)||This is the total price for this Variation inclusive of profit and GST.|
The purpose of the Add Item (window) allows you to Add multiple Items to a Variation. Variations can consist of multiple items that build up the overall Variation total price and extension of time to contract. This also allows you to allocate the variations Item costs to separate existing Cost Centres in Cost Control if required. It also makes it flexible, allowing you to layout specific Items for approval by you client by easily approving and not approve Items by simply selecting a tick or cross within the Variation.
|Description||Write a detailed description of the works.|
|Bill To Cost Centre - Add Cost Centre VO1||This selection will create a new Cost Centre in Cost Control using the Variation's Code as its name to allocate the Variation's budget for running the job and allocating the variation's expenses against.|
|Bill To Cost Centre - Existing Cost Centre||This selection allows you to allocate this Variations Cost (inc GST) as a budget to an existing Cost Centre in Cost Control. Remember you will be have to apply the incoming expenses of this Variation against this Cost Centre to balance correctly.|
|Extension of Time (EOT)||This is the time allowed to complete the works from start to finish for this Item in the Variation.|
|Cost (inc. GST)||This is the Cost (inc. GST) of how much this variation will cost you without profit.|
|Profit Markup||The Profit Markup % should cover your Business Overheads, Insurances and Profit. The Variations Default Markup % is setup in the Cost Schedule Settings. NOTE: Common Variations Default Markup is 30%.|
|Total (inc. GST)||This is the Total (Inclusive of GST and Profit of this Item in the Variation.|
|Variations Print Options||You can print a Variation by selecting it in the Variation summary view then press the Print Variation button or you can open the variation then click on the printer button in the bottom left-hand corner. If you are wanting to print to PDF you will need to install a PDF writer and convertor. If you don't have one you can download a free one from the CutePDF Website. Click this link to download ► http://www.cutepdf.com/products/cutepdf/writer.asp then click on Free Download. You will need to download the convertor as well but it should automatically prompt you for that after the PDF writer has installed. After you have installed your PDF Driver all you need to do is select the PDF Writer in the print window before you preview your document. Then preview your document and press the print button. Instead of printing, it will convert it to a PDF File format prompting you where you would like to save it to. Make sure to save it to your Job Folder so you can easily find it again. From their you can attach it to email as per normal. Good Luck!|
Sub- Contractor Summary
|In Print Options you can Print or Save to PDF a Client Summary and or Sub-Contractor Summary of Variations.
Go to: Print Options ► Variations ► Client Summary / Sub Contractor Summary
See Print Options to learn more ►
See Save As PDF to learn more ►
|Approved Variations||Approved Variations will add to the allocated Cost Centres in Cost Control and to the allocated Claim Stages in Progress Payments.|
|Un-Approved Variations||Un-Approved Variations will not show in Cost Control or Progress Payments Claim Stages.|