View Work Breakdown Column Overview

Nav

Allows you to show or hide line item details.

Show: Choose the plus sign (+) to see line item details associated with an item number

Hide: Choose the minus sign (–) to hide the line item details

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.

Description

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

Organisation/Subcontract

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 Maintenance for Main Contractors.

Work Breakdown Amount

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

Net Change by Variation Amount

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

Contract Sum to Date Amount

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

Billed To Date Amount

Amount billed across payment applications to date (changes based on Period Context).

% Comp

Percentage of the line item completed so far.

Retention to Date Amount

Amount of retention held back.

Balance Due

Net balance on the contract (the amount left to pay on the contract). This amount is equal to the Balance to Complete + Retention to Date Amount.

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.

View Work Breakdown with Contract Level Retention

If the Contract Level Retention setting is selected on the Project Settings page, the retention values will display in a box on the right-hand side of the page above the WB table.

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.