Work Breakdown Column Overview

Item

Identifies the budget line items in a WB. Lines are sorted by the first digit of the item number. If your WB includes more than nine lines, use leading zeroes to sort items correctly.

For example, to ensure your line items sort correctly, use 001, 010, and 100 for 1, 10, and 100.

WB lines contracted to other organisations, such as Subcontractors, include an Expand symbol. Select the Expand symbol to show additional information about contracted and self-performed work for the line item.

Description

Describes the line item. This is the description that will appear on claim documents for a line item.

Organisation/Contract

Lists the organisation contracted for the line and links to their Contract Maintenance page. If New is listed, it links to the Contract Maintenance page for a new contract.

See Contract Administration for Head Contractors.

Work Breakdown Value

Current value for the line item. It includes the Adjustment Amount.

Net Change by Variation

Total value of variations (positive or negative) that impacts the line item.

Contract Sum to Date

Value of the line item plus or minus the Net Change by Variation amount.

Billed To Date

Amount claimed to date (changes based on Period Context).

Completed %

Percentage of the line item completed so far.

Balance to Complete

Amount left to bill on the contract (the total amount of work outstanding on the contract). This amount is equal to the Contract Sum to Date minus the Billed to Date Amount.

Retention

The retention values will display in a box above the WB table.

The box includes:

Held This Period

Amount held for the current period.

Held Previous (if applicable)

Total amount held in previous periods (minus any previously requested retention).

Held to Date (if applicable)

Total amount held including the current period.