User Tools

New Variation

Variations can consist of multiple items that build up the overall Variation total price and extension of time to contract. This allows you to allocate Variation Item costs separately to different Cost Centres in Cost Control if required. It lays out the Variation Items separately for Approval making it simple to include or exclude Items within the Variation.

CodeThe 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 NameEnter a Name for the Variation. This is not a detailed description.
Apply ToThis allocates weather this variation is for a Client or Sub-Contractor.
Bill to ClientTicking this box indicates you will be billing the client money for this Variation. Once the Variation is approved it will then appear in Cost Control as a Cost Centre Budget and in Progress Payments to claim in a Sales Invoice.
Use Lump Sum /
Cost Plus Claim Method
If you are claiming Progress Payments using standard Stage Claims, do not select this option.

Ticking this box allocates you are using a Lump Sum or Cost Plus Claim Method for payment stage claims. This option disables the Payment Claims (tab) in the Variation that allows you to setup the Variation Claim for a standard payment stage claim in Progress Payments. The Payment Claims (tab) will not be needed as you will claim your Variations using the Progress Summary found in Cost Control and Progress Payments. The Progress Summary report automatically shows you the claim amount after you have entered your Expense Invoices and the % Complete against each Cost Centre in Cost Control.

See Progress Summary to learn more ►
Date IssuedThis is the date of when the Variation was issued to the Client or Sub-Contractor.
Date ApprovedThis is the date the Client or Sub-Contractor Approved the Variation.
ApprovedClick 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).
Items (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.
Items (Tab)
Edit Item
This button allows you to Edit an Item of the Variation.
Items (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 EOTEOT 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.
GSTThis 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.

Add Item

Item DescriptionThis is for entering a detailed description of the works.
Allocate To Cost CentreCreate Cost Centre
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.

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 extra time needed to complete the Variation. This will extend the current building contract completion date.
Cost Total (inc. GST)This is the Cost (inc. GST) of how much this variation will cost you without profit.
Profit MarkupThe Profit Markup % should cover your Business Overheads, Insurances, Profit and downtime due to the contract change. The Variations default markup % is setup in the Variations or Cost Schedule Settings.
Total (inc. GST)This is the Total Cost Inclusive of GST and Profit of the Item in the Variation.
Print OptionsOption 1
Select the Variation your wanting to preview or print then select the print button in the Variation or at the top of the Variations view.

Option 2 - Client Summary
For a Client or Sub-Contractors Summary report, go to Print Options by selecting the printer icon top left-hand corner of the screen or in the Home menu.

See Print Options to learn more ►
See Save As PDF to learn more ►

User Tips

Approved VariationsApproved Variations will add into the allocated Cost Centres of Cost Control and to the allocated Payment Stages of Progress Payments. However, Variations unselected as Bill to Client or selected as Use Lump Sum / Cost Plus Claim Method will not appear in Progress Payments. In this case, the Progress Summary report will be used to workout the claim amounts payable throughout the job duration which you will need to manually add into the Progress Payments at the time of each Payment Stage claim.

See Progress Summary to learn more ►
Un-Approved VariationsUn-Approved Variations will not show in Cost Control or Progress Payments.

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