Work Breakdown Management

Modify the budget if the total value of the contract is not changing. The sum of the line items (Working Totals) must equal the total contracted value of each component (Totals). If you need to change the value of the contract, you need to submit a variation.

Why Modify a Budget Without Changing the Contract Value?

Modify your current Work Breakdown (WB) to:

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

Before You Begin

You can only edit your work breakdown if your Head Contractor does not use the Specified WB contract setting. If your Head Contractor uses the Specified WB setting, you cannot access the Edit Work Breakdown page, but you can still see your billing information on the View Work Breakdown page.
Make sure someone in your organisation is assigned the Project Manager project role for the project related to your WB. This is a required role for working on a project on TPM and only Project Managers can edit the WB.
Consider whether you need to break out your WB before beginning these steps. If you or your Head Contractor do not need a detailed record of your work and fund allocation, you can leave this page alone.
The Edit Work Breakdown and Enter Progress Claim pages and workflows are different. The WB is your budget for the project and reflects your total contract value. You use the Edit Progress Claim page to record the value of and submit a claim for the work you performed during a scheduled period.
If your assigned budget on the Edit Work Breakdown page is too low or too high for the work you will provide on the project, you can make a variation request to your Head Contractor to adjust the amount. The Head Contractor will need to approve the variation request before it is applied to your budget.

Note: The links below open the Help documentation in a new browser tab. The current tab will continue to display this guide (Subcontractor Work Breakdown Management) and will retain the topic you are currently viewing.

High-Level Overview

This guide directs you through the steps required to itemise your work breakdown.

To edit your work breakdown on a project:

Navigate to the Edit Work Breakdown Page
When you first access this page, you will see a table with a single line item on the Edit WB tab. The line item includes a description and the entirety of your budget for the project.

Note: This is the most common experience for Subcontractors on TPM. If your Head Contractor linked your contract to two separate components in their work breakdown, you might see two or more tables on this page.
Manually break out the WB on the Edit WB tab to show more details for your budget. Add a new line to the table and edit the following columns for that line: Item Number, Description, and Adjustment Amount.
The total of all lines in your Work Breakdown (Working Totals) must equal the original budget amount (Totals). If these two numbers do not match, your Work Breakdown will be out of balance and you will not be able to proceed.

Note: Your project budget is determined by the Head Contractor organisation. Once you accept the contract, you will need to submit a variation request if you need to increase or decrease the total contract value. You can also request a variation as a part of Your Billing Workflow when entering a progress claim. See the Subcontractor Monthly Billing Guide (Australasia) for more information on how to submit claims on TPM.

Optional Steps

View Work Breakdown: As a Subcontractor, you can view the current budget on the View Work Breakdown page. This page differs slightly from the Edit Work Breakdown page because it shows the WB as a single table and reflects the budget after the last claims period.

If your Head Contractor uses the Specified WB contract setting, you cannot edit your budget or access the Edit Work Breakdown page, but you can still access and view the View Work Breakdown page.

See View Work Breakdown for Subcontractors.

Working with the Work Breakdown Page as a Subcontractor

Edit Work Breakdown as a Subcontractor

Additional Work Breakdown Information

Next: Working with the Work Breakdown Page as a Subcontractor