About Modifying the Work Breakdown

As a Head Contractor or Owner, you enter the budget for a project on the Work Breakdown (WB) page. The WB can include line items further showing the work breakdown.

Only users with a Project Manager role and Manage Projects permissions can edit a WB.

Project Managers have the following budget management options:

View WB: View or review the current budget
See View WB.
Edit Work Breakdown: Change the budget without a variation
- Reallocate line item amounts without changing the overall contract value (net $0 change)
- Add or delete lines with no subcontracts tied to them (unassigned)
  Haven't entered a budget yet?
  
  Entering a budget is part of Project Setup.
  
  See Work Breakdown Fields Overview for Head Contractors for more about the Edit WB tab.
Create Variations: Modify the project budget with a variation
Audit Reports: Reports about changes to the WB.

Modify WB Amounts

Modify the budget without a variation if the total value of the contract is not changing. The sum of the line items must equal the total contract value. To make changes that add or subtract from the project budget, you must create a variation.

Why Modify a Budget Without Changing the Contract Value?

Modify WB amounts to:

Create, delete, or combine WB lines
Redistribute monies to correspond with previous payments
Allocate or reallocate monies in accordance with existing variations.

Variations

Prime Contract Variations (PCV)

Use PCVs to modify the contract for the entire project. PCVs may represent modifications to multiple line items on the budget.

See Creating a Prime Contract Variation for Head Contractors or Variations for Owners for more information.

Subcontract Variations (SV)

Use SVs to modify individual subcontracts and represent changes made to only that subcontract.

Any modification to subcontract totals on the application require the creation of a variation.
Adjustments for each separate variation are made independently of one another in the application (not at the same time).
Each subcontract that must be modified requires a separate V.
When you create and assign a variation to a new component, the application automatically allocates the variation for the Subcontractor.
When you create and assign a variation to an existing WB line item not modified by the Subcontractor, the application automatically allocates the change for the Subcontractor.
If the application does not automatically allocate the change order, the user must adjust the SV.

See Creating a Subcontract Variation for Head Contractors for instructions.

Audit Reports

The application allows users to create reports to monitor changes to budget information. Access these reports from the Project Reports menu at the top of any project page.

See Audit Reporting for instructions.

Reallocating Budget Amounts to an Existing Line for Subcontractors

Reallocating Budget Amounts to a New Line

Reallocating Billings to an Existing Line

Reallocating Billings to a New Line Item

Viewing Subcontracted Lines