Reallocating Billings to an Existing Line

Use the Edit Billings tab to view billed line items or modify payments.

This tab is also used by the Textura implementation team to account for work performed before TPM implementation.

You cannot adjust amounts assigned to a Subcontractor. If you must change billings for a line assigned to a Subcontractor, you must create a variation.

Contact your Textura implementation team for help recording payments made before implementation.

To reallocate billings to an existing line item on the Edit Billings tab of the Edit Work Breakdown page:

  1. 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.
  2. If necessary, update the amounts in the Retention to Date Adjustment column.
  3. Verify the Adjustment Amount column totals remain zero. If totals are not zero, review the amounts in the column for an imbalance.
  4. 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.