Reallocating Billings to a New Line Item

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 a new line item on the Edit Work Breakdown page:

  1. From the Edit WB tab, enter a negative number in the Adjustment column of the line (or lines) to be adjusted down, or decreased.

    Note: This is a necessary step. The new line adjustment myst be reallocated from an existing budget line.

  2. Select the Edit Billings tab.
  3. From the Edit Billings tab, select the line above the location where you want the new line to appear.

    The selected line displays in yellow.

  4. Select the Add New Line button.

    A new line displays in the table below the previously selected line. Its cells are empty.

  5. In the new line, enter a phase code, description, and adjustment amount.
  6. Continue adjusting the budget to match your billings.

    You must reallocate the Adjustment amount to the new line from another budget line. Enter a negative number in the Adjustment Amount column of the line (or lines) to be adjusted down, or decreased. Enter a positive number to adjust up, or increase, amounts.

  7. Select the Save Changes button.

    A Status page confirms the application saved your changes.

  8. (Optional) From the Status page, select the here link to return to the Edit Work Breakdown page so you can review your changes. Verify the amounts are correct and the Work Breakdown is in balance.