Reallocating Budget Amounts to a New Line Item for Subcontractors

Not sure whether to break out your WB? Consult the Head Contractor to determine if the WB needs to show a work breakdown.

To break out the budget on the Edit WB tab of the Edit Work Breakdown (WB) page:

  1. Select the Add New Line button.

    The new row displays in yellow, and a dashed line borders the active field.

  2. In the Item Number column for the new line, enter a number.

    Lines will display in order by item number on project documents.

    When creating an item number:

    • Use numbers and/or letters
    • Do not use special characters.
    • Make item numbers sequential.

    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. Remember to add an item number to the original line, too.

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

    If you add on-system Subcontractors and Suppliers, you will link the subcontracts to your WB using item numbers.

  3. Enter a Description for the work or expense. The first line will default to the Contract Description the Head Contractor entered when creating your contract.

    Note: This is the description that will appear on a progress claim for a line item.

  4. In the Adjustment Amount column, enter the amount of money budgeted for the line item.

    Entering amounts in this column will update the amounts in the Work Breakdown Amount, Contract Sum to Date, and the Balance to Complete columns. When adding Adjustment Amounts on a new line, remember to subtract an equivalent amount from the original line.

  5. Confirm your Working Totals amounts.

    The Working Totals display totals, including adjustments that are not yet saved. This row displays in red until you allocate the correct contracted value in the table.

  6. After you complete your WB, select the Save Changes button.

    The Working Totals should match the Totals when you complete the work breakdown.

    A Status page confirms the budget has been saved.