View/Edit Potential Variations

As a Subcontractor, use the the View / Edit Potential Variations link on the Period Home page or during claim submission to request a variation.

Note: if you do not have a View / Edit Potential Variations option, the Head Contractor is likely using a different variation system.

See Request Variations Tab.

Select the Add New Row button to create a row in which you will enter the variation. Fill in all Subcontractor Data fields:

Title: A variation number or identifier
Description: A summary of the works/materials covered by the variation
Claim Period (Pre-Filled): The billing period in which the variation has been/will be claimed
Variation Amount: The total value of the variation
% Complete: The percentage of the variation amount claimed this period
Claimed Amount: The dollar-value of the variation amount claimed this period
Note: The percentage and dollar values will auto-calculate against each other.

Select Save Changes to save your variations. All potential variations in the current claim period will be included on your progress claim as Potential Variations.

Deleting Potential Variations

You can only delete variations in the period in which they are submitted prior to claim submission. Select the red X at the end of each line to mark lines for deletion. Lines pending deletion will be highlighted in grey and are removed upon saving changes.

Variation Status

Variation Status can be changed by either the Subcontractor or the Head Contractor. Variations with a Closed status will remain on the View/Edit Potential Variations screen for reference, but will not show on claim documents.

Open―Variations with a status of Open will display on your Progress Claim and Payment Schedule documents as Potential Variations
Closed―Variations with a status of Closed will not display on your claim or payment schedule as Potential Variations

Head Contractor Data

The Head Contractor Data is entered by the Head Contractor as part of assessing potential variations:

Approved Amount―The overall approved value of the variation
HC Reference Number―The Head Contractor's identifier for the variation
Comment―A message provided by the head contractor explaining approval/rejection of Potential Variations

Filtering Potential Variations

Potential Variations can be filtered using the radio buttons above the table:

View All―Displays all Potential Variations submitted in the current period, regardless of status
View Open―Displays only Open Potential Variations submitted in the current billing period
View Closed―Displays only Closed Potential Variations in the current billing period
View Claim Period―Displays all Potential Variations submitted in a specified billing period, regardless of status

Find the Edit Potential Variations Screen

Based on project settings, the system generates the View/Edit Potential Variations action once your Billing Workflow is completed.
See Submitting a Progress Claim for Subcontractors.

From the Project Home Page, choose the View/Edit Potential Potential Variations task.
From the Period Home Page, choose the View/Edit Potential Potential Variations link.