About Modifying the Work Breakdown for Subcontractors

Enter the budget for a project on the Enter Work Breakdown (WB) page. The WB can include line items showing a full breakdown of the work you expect to perform on the project. Only users assigned the Project Manager role and manage project permissions can edit a WB.

As a Subcontractor, you have the following budget management options available after you confirm a contract:

View WB: View or review the current budget
See View Work Breakdown for Subcontractors.
Modify WB Amounts: Change the budget without a variation.
See Reallocating Budget Amounts to a New Line for Subcontractors or Reallocating Budget Amounts to an Existing Line for Subcontractors. Edit WB Tab of Subcontractor Work Breakdown.
- Reallocate line item amounts without changing the overall contract value
- Add or delete lines with no subcontracts tied to them (unassigned)
Allocate Variations: Adjust your Work Breakdown (WB) with variation amounts created by the Head Contractor
See Allocate Variations as a Subcontractor.

Note: Only a Head Contractor can create a variation that adjusts the contract value. Subcontractors can either request variations or create a potential variation depending on the Head Contractor's project settings.

See Request Variations Tab and View/Edit Potential Variations.

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.

Why Modify a Budget Without Changing the Contract Value?

Modify WB amounts to:

Create, delete, or combine Work Breakdown lines
Allocate or reallocate monies in accordance with existing variations.

See Edit WB Tab of Subcontractor Work Breakdown for instructions.

Variations

Create Subcontract Variations (SV) to change the contract value of an existing Sub-Tier subcontract
See Variations Overview for Subcontractors for instructions.
Allocate Prime Contract Variations (PCV) displayed on your Project Home Page
See Allocate Variations as a Subcontractor for instructions.
Request a new variation by:
- Creating a Variation Request on projects with access to the Variation Register
  See Request Variations Tab for instructions.
- Entering a Potential Variation for projects without a Variation Register.
  See View/Edit Potential Variations for instructions.

Reallocating Budget Amounts to a New Line Item for Subcontractors

Reallocating Budget Amounts to an Existing Line for Subcontractors

Viewing Subcontracted Lines for Subcontractors

Next: Reallocating Budget Amounts to a New Line Item for Subcontractors