Reallocating Budget Amounts to an Existing Line for Subcontractors
Use the Edit WB tab on the Edit Work Breakdown page to adjust the Work Breakdown (WB) amounts in a project's budget. If original contract values (total) are not changed, line item amounts may be reallocated without creating a variation.
Note: Contract amounts assigned to Subcontractors can only be changed by a variation.
To reallocate budget amounts to an existing line from the Edit WB tab of the Edit Work Breakdown page:
- In the Adjustment Amount column for each line to edit, either:
- Type a negative number to adjust down, or decrease the amount
- Type the same number as a positive number to adjust up, or increase the amount.
- Verify the Adjustment Amount column totals remain zero. If totals are not zero, review the amounts in the column for an imbalance.
- Amounts cannot be less than the Billed to Date amounts. To change the Billed to Date amount, change the payment and retention amounts under the Edit Billings tab first.
- You can make the Contract Sum to Date amount less than the amount of the work breakdown value.
- You can subtract the Billed To Date amount from the Contract Sum To Date amount to determine the un-billed or Balance to Complete amount.
- Select the Save Changes button.
A Status page confirms the application saved your changes.
- Optional. From the Status page, select the here link to return to the Edit Work Breakdown page so you can review your changes.
Last Published Wednesday, July 10, 2024