My Work Breakdown is out of balance. What do I do?

If the Work Breakdown (WB) is out of balance, it means your Working Totals and Totals values do not match. There are two reasons why an WB may become out of balance.

There are Budgeting Errors

Navigate to the Edit Work Breakdown page. Make corrections to the red fields and save the page. When the WB is in balance, the Working Totals and Totals amounts will both display in black.

If you cannot edit your Work Breakdown, but you do have the Project Manager role, the Head Contractor is using the Specified WB contract setting and enters budget information on your behalf. Contact your Head Contractor if you need them to update your budget.

See Edit WB Tab of Subcontractor Work Breakdown.

Variations Need Allocating

Select the Required: Edit Variations link on the Project Home page to navigate to the Allocate Variations page. Enter the variation value in the Allocate column.

Variations must be entered one at a time. You must allocate the first variation and save before the system prompts you with the next one.

See Allocate Variations for Subcontractors.



Last Published Monday, February 5, 2024